kingcrayon
2021-09-01
So WFC tanked big time today after this promotion 😂
9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</blockquote>
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They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p><p><blockquote><a href=\"https://laohu8.com/S/GS\">高盛</a>在对 813 家总股本敞口为 2.9 万亿美元的对冲基金和 573 家管理资产为 3 万亿美元的共同基金进行的新分析中发现,目前有 9 只股票都看好。它们包括:<a href=\"https://laohu8.com/S/ADBE\">土坯</a>,<a href=\"https://laohu8.com/S/FISV\">鱼服务器</a>(FISV),<a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/LBRDA\">自由宽带</a>, 万事达卡 (MA),<a href=\"https://laohu8.com/S/SQ\">平方</a>,<a href=\"https://laohu8.com/S/TWLO\">特维利奥</a>,<a href=\"https://laohu8.com/S/V\">签证</a>(V)及<a href=\"https://laohu8.com/S/WFC\">富国银行</a>.</blockquote></p><p> The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p><p><blockquote>股票——大部分是成长型品种(富国银行和<a href=\"https://laohu8.com/S/BGC\">一般的</a>然而,从估值角度来看,汽车)并不便宜。</blockquote></p><p> Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p><p><blockquote>高盛指出,这九只股票的估值比标普500 (^GSPC) 高出 63%。这些主要是成长型股票的强劲相对溢价可能解释了为什么它们在 2021 年大部分时间里更倾向于价值板块的市场中表现不佳。</blockquote></p><p> These nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p><p><blockquote>根据高盛的调查结果,这九个“共同最爱”今年落后标普500 14个百分点(涨幅6%,升值20%)。</blockquote></p><p> \"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p><p><blockquote>“拥有共同收藏夹的策略有着优异的历史记录。自 2013 年以来,等权重的共同收藏夹列表已产生 20% 的年化回报率(标普500为 16%),并在 62% 的时间内超过了标普500,”高盛首席美国股票策略师 David Kostin 表示。</blockquote></p><p> Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p><p><blockquote>对于年底股市的前景,双方似乎达成了进一步的共识。</blockquote></p><p> Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p><p><blockquote>共同基金现金分配占管理资产的百分比处于1.6%的历史低点,而历史平均水平为2.5%。与此同时,高盛的研究显示,对冲基金的杠杆——或利用债务来提高投资回报——仍然处于历史水平。</blockquote></p><p> \"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p><p><blockquote>“当今投资格局的主要特征是持有现金从未如此严厉。”PGIM管理着超过1.5万亿美元的资产。</blockquote></p><p> Both mutual fund and hedge fund managers seem to agree on that take on cash.</p><p><blockquote>共同基金和对冲基金经理似乎都同意接受现金。</blockquote></p><p></p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-08-31 10:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p><p><blockquote>在像这样的牛市<a href=\"https://laohu8.com/S/AONE.U\">一</a>目前,共同基金和对冲基金的基金经理——通常对投资客户现金采取截然相反的方法——可能会在拥有的最佳名称上找到一些共同点,这并不奇怪。</blockquote></p><p> <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p><p><blockquote><a href=\"https://laohu8.com/S/GS\">高盛</a>在对 813 家总股本敞口为 2.9 万亿美元的对冲基金和 573 家管理资产为 3 万亿美元的共同基金进行的新分析中发现,目前有 9 只股票都看好。它们包括:<a href=\"https://laohu8.com/S/ADBE\">土坯</a>,<a href=\"https://laohu8.com/S/FISV\">鱼服务器</a>(FISV),<a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/LBRDA\">自由宽带</a>, 万事达卡 (MA),<a href=\"https://laohu8.com/S/SQ\">平方</a>,<a href=\"https://laohu8.com/S/TWLO\">特维利奥</a>,<a href=\"https://laohu8.com/S/V\">签证</a>(V)及<a href=\"https://laohu8.com/S/WFC\">富国银行</a>.</blockquote></p><p> The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p><p><blockquote>股票——大部分是成长型品种(富国银行和<a href=\"https://laohu8.com/S/BGC\">一般的</a>然而,从估值角度来看,汽车)并不便宜。</blockquote></p><p> Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p><p><blockquote>高盛指出,这九只股票的估值比标普500 (^GSPC) 高出 63%。这些主要是成长型股票的强劲相对溢价可能解释了为什么它们在 2021 年大部分时间里更倾向于价值板块的市场中表现不佳。</blockquote></p><p> These nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p><p><blockquote>根据高盛的调查结果,这九个“共同最爱”今年落后标普500 14个百分点(涨幅6%,升值20%)。</blockquote></p><p> \"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p><p><blockquote>“拥有共同收藏夹的策略有着优异的历史记录。自 2013 年以来,等权重的共同收藏夹列表已产生 20% 的年化回报率(标普500为 16%),并在 62% 的时间内超过了标普500,”高盛首席美国股票策略师 David Kostin 表示。</blockquote></p><p> Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p><p><blockquote>对于年底股市的前景,双方似乎达成了进一步的共识。</blockquote></p><p> Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p><p><blockquote>共同基金现金分配占管理资产的百分比处于1.6%的历史低点,而历史平均水平为2.5%。与此同时,高盛的研究显示,对冲基金的杠杆——或利用债务来提高投资回报——仍然处于历史水平。</blockquote></p><p> \"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p><p><blockquote>“当今投资格局的主要特征是持有现金从未如此严厉。”PGIM管理着超过1.5万亿美元的资产。</blockquote></p><p> Both mutual fund and hedge fund managers seem to agree on that take on cash.</p><p><blockquote>共同基金和对冲基金经理似乎都同意接受现金。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Yahoo</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":{"LBRDA":"Liberty Broadband Corporation - Class A","FISV":"费哲金融服务","ADBE":"Adobe","MA":"万事达","WFC":"富国银行","GM":"通用汽车","TWLO":"Twilio Inc","V":"Visa"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1,"symbols_score_info":{"LBRDA":0.9,"WFC":0.9,"GM":0.9,"SQ":0.9,"ADBE":0.9,"V":0.9,"FISV":0.9,"MA":0.9,"TWLO":0.9}},"isVote":1,"tweetType":1,"viewCount":4392,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["WFC"],"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":43,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/818476415"}
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