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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":828923181,"tweetId":"828923181","gmtCreate":1633834550845,"gmtModify":1633834550953,"author":{"id":3573972009695324,"idStr":"3573972009695324","authorId":3573972009695324,"authorIdStr":"3573972009695324","name":"Jayden1818","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Like</body></html>","htmlText":"<html><head></head><body>Like</body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/828923181","repostId":1190298937,"repostType":4,"repost":{"id":"1190298937","kind":"news","pubTimestamp":1633787347,"share":"https://www.laohunote.com/m/news/1190298937?lang=zh_CN&edition=full","pubTime":"2021-10-09 21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"Slowing growth and tightening financial conditions.<blockquote>增长放缓和金融环境收紧。</blockquote> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.<blockquote>这让摩根士丹利首席投资官迈克-威尔逊（Mike Wilson）感到紧张。</blockquote> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"<blockquote>“威尔逊上周在给客户的一份说明中写道：”简而言之，较高的实际利率应该意味着较低的股价。“其次，即使整体股市走低，它们也可能意味着价值高于增长”。</blockquote> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.<blockquote>Wilson 在最近的一次采访中还表示，由于盈利预期过高，该公司 10%-20% 的调整看涨期权将由科技股引领。</blockquote> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.<blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性行业。</blockquote> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.<blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote> 1. Financials: Bank of America (BAC)<blockquote>1. 金融：美国银行（BAC）</blockquote> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.<blockquote>在过去十年中，美国银行简化和完善了其业务实践和运营，从美国评级最低的银行之一上升到资产第二大银行（总资产约 2.3 万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.<blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，使央行处于继续取得成功的有利地位。银行通过更广泛的“利差”（即支付给客户的利息与投资收入之间的差额）从更高的利率中受益。</blockquote> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.<blockquote>尽管上季度的盈利水平没有达到预期，但美国银行还是向股东提高了股息，将其收益率从每股 18 美分提高了 17%，达到 21 美分。目前，这些股票的股息率为 1.9%。</blockquote> 2. Consumer Staples: PepsiCo (PEP)<blockquote>2. 必需消费品：百事可乐（PEP）</blockquote> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.<blockquote>百事可乐不仅仅是一个主要的可乐和汽水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐的保护伞。</blockquote> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.<blockquote>但这家食品和饮料巨头还拥有菲多利、桂格食品、纯果乐、SodaStream和全球数十个其他品牌。</blockquote> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.<blockquote>由于每个人都花了这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7 月份，该公司报告称净销售额同比增长超过 20%，达到 192.2 亿美元，远高于 180 亿美元的预期。</blockquote> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.<blockquote>该公司正在通过健康的股息将一些甜蜜（或咸味，取决于你的口味）传递给股东，多年来股息一直在稳步增长。过去十年，百事可乐的股息复合增长率为 7.7%，而其主要竞争对手可口可乐的股息复合增长率为 6.1%。</blockquote> Pepsico shares offer a dividend yield of 2.8%.<blockquote>百事公司股票的股息率为 2.8%。</blockquote> 3. Health care: Johnson &amp; Johnson (JNJ)<blockquote>3. 医疗保健：强生公司（JNJ）</blockquote> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.<blockquote>在医疗器械、药品和消费品包装业务之间，强生已成为家喻户晓的名字。</blockquote> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.<blockquote>不仅如此，其众多子公司，包括创可贴、泰诺、露得清、李施德林和Clean &amp; Clear，都可以独立成为成功的品牌。</blockquote> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.<blockquote>强生在医疗保健领域的多元化控股确保了其能够度过任何经济衰退。强生制药公司旗下拥有少数行业领先的免疫学和癌症治疗药物，强生公司拥有大量的增长机会。</blockquote> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.<blockquote>该公司第二季度的业绩得益于全年 COVID-19 注射的 125.9 亿美元收入，仅第二季度的全球销售额就达到了 1.64 亿美元。</blockquote> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.<blockquote>JNJ 第三季度派发了 1.06 美元的股息，高于六个月前的 1.01 美元，与股东分享了其成功。</blockquote> The stock currently has a dividend yield of 2.7%.<blockquote>该股目前的股息率为2.7%。</blockquote>","source":"lsy1612507957220","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>Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</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; 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}\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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nfinance.yahoo2021-10-09 21:49\n\n</h4>\n</header>\n<article>\nSlowing growth and tightening financial conditions.<blockquote>增长放缓和金融环境收紧。</blockquote> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.<blockquote>这让摩根士丹利首席投资官迈克-威尔逊（Mike Wilson）感到紧张。</blockquote> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"<blockquote>“威尔逊上周在给客户的一份说明中写道：”简而言之，较高的实际利率应该意味着较低的股价。“其次，即使整体股市走低，它们也可能意味着价值高于增长”。</blockquote> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.<blockquote>Wilson 在最近的一次采访中还表示，由于盈利预期过高，该公司 10%-20% 的调整看涨期权将由科技股引领。</blockquote> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.<blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性行业。</blockquote> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.<blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote> 1. Financials: Bank of America (BAC)<blockquote>1. 金融：美国银行（BAC）</blockquote> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.<blockquote>在过去十年中，美国银行简化和完善了其业务实践和运营，从美国评级最低的银行之一上升到资产第二大银行（总资产约 2.3 万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.<blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，使央行处于继续取得成功的有利地位。银行通过更广泛的“利差”（即支付给客户的利息与投资收入之间的差额）从更高的利率中受益。</blockquote> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.<blockquote>尽管上季度的盈利水平没有达到预期，但美国银行还是向股东提高了股息，将其收益率从每股 18 美分提高了 17%，达到 21 美分。目前，这些股票的股息率为 1.9%。</blockquote> 2. Consumer Staples: PepsiCo (PEP)<blockquote>2. 必需消费品：百事可乐（PEP）</blockquote> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.<blockquote>百事可乐不仅仅是一个主要的可乐和汽水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐的保护伞。</blockquote> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.<blockquote>但这家食品和饮料巨头还拥有菲多利、桂格食品、纯果乐、SodaStream和全球数十个其他品牌。</blockquote> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.<blockquote>由于每个人都花了这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7 月份，该公司报告称净销售额同比增长超过 20%，达到 192.2 亿美元，远高于 180 亿美元的预期。</blockquote> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.<blockquote>该公司正在通过健康的股息将一些甜蜜（或咸味，取决于你的口味）传递给股东，多年来股息一直在稳步增长。过去十年，百事可乐的股息复合增长率为 7.7%，而其主要竞争对手可口可乐的股息复合增长率为 6.1%。</blockquote> Pepsico shares offer a dividend yield of 2.8%.<blockquote>百事公司股票的股息率为 2.8%。</blockquote> 3. Health care: Johnson &amp; Johnson (JNJ)<blockquote>3. 医疗保健：强生公司（JNJ）</blockquote> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.<blockquote>在医疗器械、药品和消费品包装业务之间，强生已成为家喻户晓的名字。</blockquote> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.<blockquote>不仅如此，其众多子公司，包括创可贴、泰诺、露得清、李施德林和Clean &amp; Clear，都可以独立成为成功的品牌。</blockquote> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.<blockquote>强生在医疗保健领域的多元化控股确保了其能够度过任何经济衰退。强生制药公司旗下拥有少数行业领先的免疫学和癌症治疗药物，强生公司拥有大量的增长机会。</blockquote> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.<blockquote>该公司第二季度的业绩得益于全年 COVID-19 注射的 125.9 亿美元收入，仅第二季度的全球销售额就达到了 1.64 亿美元。</blockquote> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.<blockquote>JNJ 第三季度派发了 1.06 美元的股息，高于六个月前的 1.01 美元，与股东分享了其成功。</blockquote> The stock currently has a dividend yield of 2.7%.<blockquote>该股目前的股息率为2.7%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html\">finance.yahoo</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","PEP":"百事可乐","JNJ":"强生"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1,"symbols_score_info":{"JNJ":0.9,"PEP":0.9,"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":2590,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/828923181"}