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2021-08-30

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Wells Fargo's Chris Harvey Says Software Is A 'Crowded Trade,' Look Toward This Sector Instead<blockquote>富国银行的克里斯·哈维表示，软件是一个“拥挤的行业”，转而关注这个行业</blockquote>

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We just don’t think there’s a whole lot of opportunity in the short term,” Harvey said on CNBC’s “Trading Nation.”<blockquote>“这是一项在家工作。我们只是认为短期内没有太多机会，”哈维在 CNBC 的 “Trading Nation ”节目中说。</blockquote> The&nbsp;Dow Jones US Software Index&nbsp;is up 28% over the last five months.<blockquote>这个道琼斯美国软件指数在过去的五个月里增长了28%。</blockquote> Bullish On Entertainment:&nbsp;In contrast, Harvey believes the media and entertainment space is seeing better upward revisions and growth opportunities and investors are paying only a 15% premium and that it is “a much better opportunity to capitalize on that reopening play.”<blockquote>看好娱乐：相比之下，哈维认为媒体和娱乐领域正迎来更好的向上修正和增长机会，投资者只需支付 15% 的溢价，这是 “利用这一重新开放策略的更好机会”。</blockquote> The S&amp;P 500 Media &amp; Entertainment Index is up 4% over the last month and 34% so far this year.<blockquote>标普500媒体和娱乐指数上个月上涨了4%，今年迄今为止上涨了34%。</blockquote> Why It Matters:&nbsp;Harvey’s views on the work-from-home play are in contrast to recent comments from&nbsp;Salesforce.com Inc CEO Marc Benioff’s take that a majority of employees want to continue working from home.<blockquote>为什么重要：哈维对在家工作的看法与最近的评论形成了鲜明对比。Salesforce.com首席执行官马克-贝尼奥夫（Marc Benioff）认为，大多数员工都希望继续在家工作。</blockquote> Benioff recently said the “companies and our customers are successful” as employees worked-from-home.<blockquote>贝尼奥夫最近表示，由于员工在家工作，“公司和我们的客户都取得了成功”。</blockquote> Companies such as&nbsp;Slack Technologies Inc,&nbsp;Zoom Video Communications Inc, and Salesforce are among acluster of companiesthat benefited from remote work during the pandemic.<blockquote>公司如松弛技术公司, Zoom Video通信公司Salesforce 和 Salesforce 是疫情期间受益于远程工作的众多公司之一。</blockquote> Walt Disney Co&nbsp;shares, which runs Disney parks have slipped about 0.6% so far this year. Those of theater operator&nbsp;AMC Entertainment HoldingsInc&nbsp;, a stock that has gained popularity in the retail trading space, have risen nineteen-folds since the beginning of the year. Analysts expect&nbsp;These companies to benefit with economies reopening further as more people get vaccinated.<blockquote>华特迪士尼公司今年迄今为止，经营迪士尼乐园的股价已下跌约 0.6%。剧院经营者AMC院线控股这只在零售交易领域越来越受欢迎的股票，自今年年初以来已经上涨了 19 倍。分析师预计，随着越来越多的人接种疫苗，这些公司将受益于经济进一步重新开放。</blockquote>","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>Wells Fargo's Chris Harvey Says Software Is A 'Crowded Trade,' Look Toward This Sector Instead<blockquote>富国银行的克里斯·哈维表示，软件是一个“拥挤的行业”，转而关注这个行业</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\">\nWells Fargo's Chris Harvey Says Software Is A 'Crowded Trade,' Look Toward This Sector Instead<blockquote>富国银行的克里斯·哈维表示，软件是一个“拥挤的行业”，转而关注这个行业</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga Earnings \n2021-08-30 11:46\n</div>\n</div>\n</h4>\n</header>\n<article>\nChris Harvey, the head of equity strategy at&nbsp;Wells Fargo Securities, on FridaytoldCNBC he believes the software sector is a crowded place and that media and entertainment are set to see a record rally.<blockquote>克里斯·哈维富国银行证券股票策略主管周五告诉 CNBC，他认为软件行业是一个拥挤的地方，媒体和娱乐行业将出现创纪录的反弹。</blockquote> Bearish On Software:&nbsp;Harvey has downgraded the rating on software groups to underweight from neutral and lifted ratings for media and entertainment groups to overweight from neutral.<blockquote>看空软件：哈维将软件集团的评级从中性下调至跑输大盘，并将媒体和娱乐集团的评级从中性上调至跑赢大盘。</blockquote> The analyst’s decision on software is based on technicals, earnings fundamentals and high valuations as the work-from-home scenario plays out during the pandemic, he told CNBC.<blockquote>他告诉 CNBC，这位分析师对软件的决定是基于技术面、盈利基本面和高估值，因为大流行病期间在家工作的情况正在发生。</blockquote> As per Harvey, investors are paying about a 75% premium to the market for software and “that’s too rich.”<blockquote>根据哈维的说法，投资者为软件市场支付了约 75% 的溢价，“这太丰厚了”。</blockquote> “It is a work from home play. We just don’t think there’s a whole lot of opportunity in the short term,” Harvey said on CNBC’s “Trading Nation.”<blockquote>“这是一项在家工作。我们只是认为短期内没有太多机会，”哈维在 CNBC 的 “Trading Nation ”节目中说。</blockquote> The&nbsp;Dow Jones US Software Index&nbsp;is up 28% over the last five months.<blockquote>这个道琼斯美国软件指数在过去的五个月里增长了28%。</blockquote> Bullish On Entertainment:&nbsp;In contrast, Harvey believes the media and entertainment space is seeing better upward revisions and growth opportunities and investors are paying only a 15% premium and that it is “a much better opportunity to capitalize on that reopening play.”<blockquote>看好娱乐：相比之下，哈维认为媒体和娱乐领域正迎来更好的向上修正和增长机会，投资者只需支付 15% 的溢价，这是 “利用这一重新开放策略的更好机会”。</blockquote> The S&amp;P 500 Media &amp; Entertainment Index is up 4% over the last month and 34% so far this year.<blockquote>标普500媒体和娱乐指数上个月上涨了4%，今年迄今为止上涨了34%。</blockquote> Why It Matters:&nbsp;Harvey’s views on the work-from-home play are in contrast to recent comments from&nbsp;Salesforce.com Inc CEO Marc Benioff’s take that a majority of employees want to continue working from home.<blockquote>为什么重要：哈维对在家工作的看法与最近的评论形成了鲜明对比。Salesforce.com首席执行官马克-贝尼奥夫（Marc Benioff）认为，大多数员工都希望继续在家工作。</blockquote> Benioff recently said the “companies and our customers are successful” as employees worked-from-home.<blockquote>贝尼奥夫最近表示，由于员工在家工作，“公司和我们的客户都取得了成功”。</blockquote> Companies such as&nbsp;Slack Technologies Inc,&nbsp;Zoom Video Communications Inc, and Salesforce are among acluster of companiesthat benefited from remote work during the pandemic.<blockquote>公司如松弛技术公司, Zoom Video通信公司Salesforce 和 Salesforce 是疫情期间受益于远程工作的众多公司之一。</blockquote> Walt Disney Co&nbsp;shares, which runs Disney parks have slipped about 0.6% so far this year. Those of theater operator&nbsp;AMC Entertainment HoldingsInc&nbsp;, a stock that has gained popularity in the retail trading space, have risen nineteen-folds since the beginning of the year. Analysts expect&nbsp;These companies to benefit with economies reopening further as more people get vaccinated.<blockquote>华特迪士尼公司今年迄今为止，经营迪士尼乐园的股价已下跌约 0.6%。剧院经营者AMC院线控股这只在零售交易领域越来越受欢迎的股票，自今年年初以来已经上涨了 19 倍。分析师预计，随着越来越多的人接种疫苗，这些公司将受益于经济进一步重新开放。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197053969","content_text":"Chris Harvey, the head of equity strategy at Wells Fargo Securities, on FridaytoldCNBC he believes the software sector is a crowded place and that media and entertainment are set to see a record rally.\nBearish On Software: Harvey has downgraded the rating on software groups to underweight from neutral and lifted ratings for media and entertainment groups to overweight from neutral.\nThe analyst’s decision on software is based on technicals, earnings fundamentals and high valuations as the work-from-home scenario plays out during the pandemic, he told CNBC.\nAs per Harvey, investors are paying about a 75% premium to the market for software and “that’s too rich.”\n“It is a work from home play. We just don’t think there’s a whole lot of opportunity in the short term,” Harvey said on CNBC’s “Trading Nation.”\nThe Dow Jones US Software Index is up 28% over the last five months.\nBullish On Entertainment: In contrast, Harvey believes the media and entertainment space is seeing better upward revisions and growth opportunities and investors are paying only a 15% premium and that it is “a much better opportunity to capitalize on that reopening play.”\nThe S&P 500 Media & Entertainment Index is up 4% over the last month and 34% so far this year.\nWhy It Matters: Harvey’s views on the work-from-home play are in contrast to recent comments from Salesforce.com Inc CEO Marc Benioff’s take that a majority of employees want to continue working from home.\nBenioff recently said the “companies and our customers are successful” as employees worked-from-home.\nCompanies such as Slack Technologies Inc, Zoom Video Communications Inc, and Salesforce are among acluster of companiesthat benefited from remote work during the pandemic.\nWalt Disney Co shares, which runs Disney parks have slipped about 0.6% so far this year. Those of theater operator AMC Entertainment HoldingsInc , a stock that has gained popularity in the retail trading space, have risen nineteen-folds since the beginning of the year. Analysts expect These companies to benefit with economies reopening further as more people get vaccinated.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":489,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/811120624"}