YunaTuna
2021-12-18
0o
J.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：轧空可能会持续到年底</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":699291256,"tweetId":"699291256","gmtCreate":1639802455074,"gmtModify":1639802455293,"author":{"id":3581809523229784,"idStr":"3581809523229784","authorId":3581809523229784,"authorIdStr":"3581809523229784","name":"YunaTuna","avatar":"https://static.tigerbbs.com/6463ed1450c2454bfc57b76274b06418","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>0o</p></body></html>","htmlText":"<html><head></head><body><p>0o</p></body></html>","text":"0o","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/699291256","repostId":1122501085,"repostType":4,"repost":{"id":"1122501085","kind":"news","pubTimestamp":1639785898,"share":"https://www.laohu8.com/m/news/1122501085?lang=zh_CN&edition=full","pubTime":"2021-12-18 08:04","market":"us","language":"en","title":"J.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：轧空可能会持续到年底</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122501085","media":"Seeking Alpha","summary":"Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks","content":"<p><ul> Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.</p><p><blockquote><ul>摩根大通首席全球市场策略师表示，小盘股（NYSEARCA：IWM）和价值股（NYSEARCA：IWN）在过去四周内处于调整状态，而高贝塔值股票正在进入熊市。</ul></blockquote></p><p> Marko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&P (NYSEARCA:SPY) up 25%.</p><p><blockquote>Marko Kolanovic因近期评级逢低买入而受到关注，评级关注“悖论”美国股市平均较高点下跌28%，中位数下跌约21%，而Russell 3000指数（NYSEARCA：IWV）今年迄今上涨约22%，标准普尔指数（NYSEARCA：SPDR标普500指数ETF）上涨25%。</blockquote></p><p> \"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.</p><p><blockquote>科拉诺维奇在一份报告中写道：“我们不知道这种背离，这表明过去4周内抛售规模较小、波动性更大、通常是价值型和周期性股票的行为出现了历史上前所未有的超调。”</blockquote></p><p> \"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"</p><p><blockquote>“卖空活动要想取得成功，必须有定位、流动性，而且往往是系统性的抛售放大器，”他说。“我们认为这些条件没有得到满足，因此这次市场事件可能会以轧空和周期性反弹告终，直至年底和一月份。”</blockquote></p><p> Retail resilience. There will be buying of equities into month- and quarter-end, he adds.</p><p><blockquote>零售弹性。他补充说，月底和季度末将会有股票购买。</blockquote></p><p> \"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"</p><p><blockquote>“然而，存在激进的做空行为，可能是希望散户股票头寸和加密货币持有量下降——而事实上，这些市场和散户投资者在过去几周都表现出了韧性。”</blockquote></p><p> \"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"</p><p><blockquote>科拉诺维奇表示：“应该注意的是，大型空头头寸可能需要在（季节性强劲的）1月份之前平仓，这可能会出现小盘股、价值股和周期性反弹。”“鉴于市场流动性正在减少，当流动性状况较好时，平仓空头的影响可能比开仓空头的影响更大。”</blockquote></p><p> On the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.</p><p><blockquote>悲观的一面是，法国兴业银行(SocGen)的艾伯特·爱德华兹(Albert Edwards)正在寻找明年美国科技股的崩盘。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/247ac4dbea015753d0c0d9898d9aab92\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> </ul></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>J.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：轧空可能会持续到年底</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJ.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：轧空可能会持续到年底</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-18 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.</p><p><blockquote><ul>摩根大通首席全球市场策略师表示，小盘股（NYSEARCA：IWM）和价值股（NYSEARCA：IWN）在过去四周内处于调整状态，而高贝塔值股票正在进入熊市。</ul></blockquote></p><p> Marko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&P (NYSEARCA:SPY) up 25%.</p><p><blockquote>Marko Kolanovic因近期评级逢低买入而受到关注，评级关注“悖论”美国股市平均较高点下跌28%，中位数下跌约21%，而Russell 3000指数（NYSEARCA：IWV）今年迄今上涨约22%，标准普尔指数（NYSEARCA：SPDR标普500指数ETF）上涨25%。</blockquote></p><p> \"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.</p><p><blockquote>科拉诺维奇在一份报告中写道：“我们不知道这种背离，这表明过去4周内抛售规模较小、波动性更大、通常是价值型和周期性股票的行为出现了历史上前所未有的超调。”</blockquote></p><p> \"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"</p><p><blockquote>“卖空活动要想取得成功，必须有定位、流动性，而且往往是系统性的抛售放大器，”他说。“我们认为这些条件没有得到满足，因此这次市场事件可能会以轧空和周期性反弹告终，直至年底和一月份。”</blockquote></p><p> Retail resilience. There will be buying of equities into month- and quarter-end, he adds.</p><p><blockquote>零售弹性。他补充说，月底和季度末将会有股票购买。</blockquote></p><p> \"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"</p><p><blockquote>“然而，存在激进的做空行为，可能是希望散户股票头寸和加密货币持有量下降——而事实上，这些市场和散户投资者在过去几周都表现出了韧性。”</blockquote></p><p> \"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"</p><p><blockquote>科拉诺维奇表示：“应该注意的是，大型空头头寸可能需要在（季节性强劲的）1月份之前平仓，这可能会出现小盘股、价值股和周期性反弹。”“鉴于市场流动性正在减少，当流动性状况较好时，平仓空头的影响可能比开仓空头的影响更大。”</blockquote></p><p> On the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.</p><p><blockquote>悲观的一面是，法国兴业银行(SocGen)的艾伯特·爱德华兹(Albert Edwards)正在寻找明年美国科技股的崩盘。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/247ac4dbea015753d0c0d9898d9aab92\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122501085","content_text":"Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.\nMarko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&P (NYSEARCA:SPY) up 25%.\n\"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.\n\"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"\nRetail resilience. There will be buying of equities into month- and quarter-end, he adds.\n\"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"\n\"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"\nOn the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":982,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/699291256"}
精彩评论