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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":874719282,"tweetId":"874719282","gmtCreate":1637822647942,"gmtModify":1637822648015,"author":{"id":4089459519603980,"idStr":"4089459519603980","authorId":4089459519603980,"authorIdStr":"4089459519603980","name":"WarisHeng","avatar":"https://static.tigerbbs.com/f152c428f94eef79d97567fa3c7400da","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/874719282","repostId":1178942831,"repostType":4,"repost":{"id":"1178942831","kind":"news","pubTimestamp":1637822230,"share":"https://www.laohu8.com/m/news/1178942831?lang=zh_CN&edition=full","pubTime":"2021-11-25 14:37","market":"us","language":"en","title":"Big Tech still looks underowned, Morgan Stanley sees in active/passive holdings probe<blockquote>摩根士丹利在主动/被动持有调查中看到了大型科技公司的所有权仍然不足</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178942831","media":"Seeking Alpha","summary":"Big Tech - the stocks with a heavy presence in global indexes, and front and center in investors' de","content":"Big Tech - the stocks with a heavy presence in global indexes, and front and center in investors' debate over what to get out of before the market turns south - is still underowned, Morgan Stanley says in a quantitative dive into large-cap institutional ownership.<blockquote>摩根士丹利 (Morgan Stanley) 在量化深入研究大型机构所有权时表示，大型科技股——在全球指数中占据重要地位的股票，也是投资者关于在市场转向南方之前如何退出的争论的前沿和中心——仍然持有不足。</blockquote> That leaves the firm more bullish on the big names.<blockquote>这使得该公司更加看好大公司。</blockquote> Active portfolio weights for <a href=\"https://laohu8.com/S/AAPL\">Apple </a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com </a> are 1-2 points below their S&amp;P 500 weighting, the firm's tech analysts note. And its analyst shows a positive correlation between low active ownership (vs. S&amp;P 500) and future performance.<blockquote>活动投资组合权重<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>该公司的技术分析师指出，比标普500权重低 1-2 个百分点。其分析师显示，低活跃所有权（与标普500相比）与未来业绩之间存在正相关关系。</blockquote> Morgan Stanley looks at the ownership data for top tech companies every quarter, and as of Q3, those names are showing record gaps between active and passive ownership.<blockquote>摩根士丹利每个季度都会查看顶级科技公司的所有权数据，截至第三季度，这些公司的主动所有权和被动所有权之间存在创纪录的差距。</blockquote> It's those times that stocks experience a technical pull higher when active ownership trails the market that much, and vice versa. And in the case of Microsoft, Apple and Amazon, in particular, they've gotten increasingly more underowned over the past two quarters.<blockquote>当活跃所有权落后于市场时，股市就会经历技术性拉高，反之亦然。尤其是微软、苹果和亚马逊，在过去两个季度里，它们的所有权不足程度越来越高。</blockquote> Looking stock by stock, it's bullish on Apple (AAPL) for 2022 as it says \"investors underappreciate the sustainability of iPhone growth and the defensibility of Services growth long-term.\" iPhone upgrade intentions look strong on a blended basis, and while there is some increased risk to App Store growth from the court's injunction, Morgan Stanley says its data show less than 2 in 10 Americans (and less than 4 in 10 Chinese consumers) would be willing to pay developers directly for mobile apps, preferring the App Store approach.<blockquote>逐股来看，它看好苹果 (AAPL) 2022 年的业绩，因为它表示“投资者低估了 iPhone 增长的可持续性和服务增长的长期防御性。”在混合的基础上，iPhone 升级意向看起来很强烈，虽然法院的禁令增加了 App Store 增长的风险，但摩根士丹利表示，其数据显示，不到 2/10 的美国人（不到 4/10 的中国消费者）愿意直接向开发者支付移动应用程序，更喜欢 App Store 方法。</blockquote> Microsoft (MSFT) is a \"rare combination of strong secular positioning and reasonable valuation within the software space.\" It's pushing double-digit revenue growth with building momentum across cloud and hybrid solutions, combined with improving gross margins and a positive opex growth profile. And it still trades at a discount to peers, the firm says.<blockquote>微软 (MSFT) 是“软件领域强大的长期定位和合理估值的罕见结合”。随着云和混合解决方案的发展势头不断增强，加上毛利率的提高和积极的运营支出增长，该公司正在推动两位数的收入增长。该公司表示，它的交易价格仍然低于同行。</blockquote> A guide down in profits from Amazon.com (AMZN) driven by fourth-quarter investment \"speaks to the higher operating margin pressure on the retail business from more hiring, higher hourly labor costs, process inefficiencies, freight costs and higher content spend,\" Morgan Stanley says. And while part of that investment is tied to \"catching up\" to unusual 2020 demand, some of it's about new initiatives to build durable multi-year growth, it says.<blockquote>摩根士丹利表示，受第四季度投资影响，亚马逊 (AMZN) 利润下降“表明，由于招聘增加、每小时劳动力成本上升、流程效率低下、运费成本上升和内容支出增加，零售业务面临更高的营业利润率压力。”报告称，虽然部分投资与“赶上”2020 年不寻常的需求有关，但其中一些投资与建立可持续多年增长的新举措有关。</blockquote> Going forward it's focusing on more evidence for traction of third-party logistics (and/or faster share gains in same-day cities), or lower-than-expected incremental profit pressure from the investment spending.<blockquote>展望未来，它将关注更多第三方物流牵引力的证据（和/或当日城市更快的份额增长），或投资支出带来的低于预期的增量利润压力。</blockquote> Other stocks, meanwhile, are showing the opposite dynamic on active/passive ownership - notably <a href=\"https://laohu8.com/S/QCOM\">Qualcomm </a> and <a href=\"https://laohu8.com/S/INTU\">Intuit </a>. There's room for optimism with those too, the firm says.<blockquote>与此同时，其他股票在主动/被动所有权方面表现出相反的动态——特别是<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/INTU\">直觉</a>该公司表示，这些也有乐观的空间。</blockquote> Qualcomm's (QCOM) active weighting is about 60 basis points above its S&amp;P weighting. The firm's staying optimistic, with \"adjustments to expectations likely to come as 5G adoption growth matures.\" And outside of handsets and RFFE, Morgan Stanley says it's \"excited\" about the prospects of diversifying business in Autos and Internet of Things.<blockquote>高通 (QCOM) 的主动权重比其标准普尔权重高出约 60 个基点。该公司保持乐观，“随着 5G 采用增长的成熟，预期可能会进行调整。”除了手机和 RFFE 之外，摩根士丹利表示，它对汽车和物联网业务多元化的前景感到“兴奋”。</blockquote> Intuit's (INTU) average portfolio concentration has hit an all-time high and is well above its S&amp;P 500 weighting. \"It appears Intuit's improved growth and margin profile exiting the pandemic has resonated with institutional investors, resulting in the stock being overowned vs. peers.\"<blockquote>Intuit (INTU) 的平均投资组合集中度已创下历史新高，远高于其标普500权重。“Intuit 在疫情结束后的增长和利润率状况似乎得到了机构投资者的共鸣，导致该股相对于同行被超买。”</blockquote> The new strategy to focus on higher-value solutions is driving the top line and an improved margin profile, Morgan Stanley says, and it kicked off fiscal 2022 with a beat-and-raise quarter that \"reinforces our believe Intuit is set up for beat-and-raise quarters thru FY22.\"<blockquote>摩根士丹利表示，专注于更高价值解决方案的新战略正在推动营收和利润率状况的改善，并且该公司在 2022 财年伊始就实现了一个超额增长的季度，这“强化了我们对 Intuit 为超额增长而建立的信念” 2022 财年的季度。”</blockquote> The Technology Select Sector SPDR ETF (NYSEARCA:XLK), whose top two holdings are Microsoft and Apple, has been outpacing the S&amp;P 500 and rallied to an all-time high Monday on the back of heavy gains in those stocks.<blockquote>科技精选行业 SPDR ETF (NYSEARCA:XLK) 的前两大持股是微软和苹果，该基金的表现一直超过标普500，并在这些股票大幅上涨的推动下于周一反弹至历史新高。</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>Big Tech still looks underowned, Morgan Stanley sees in active/passive holdings probe<blockquote>摩根士丹利在主动/被动持有调查中看到了大型科技公司的所有权仍然不足</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; 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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\">\nBig Tech still looks underowned, Morgan Stanley sees in active/passive holdings probe<blockquote>摩根士丹利在主动/被动持有调查中看到了大型科技公司的所有权仍然不足</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nSeeking Alpha2021-11-25 14:37\n\n</h4>\n</header>\n<article>\nBig Tech - the stocks with a heavy presence in global indexes, and front and center in investors' debate over what to get out of before the market turns south - is still underowned, Morgan Stanley says in a quantitative dive into large-cap institutional ownership.<blockquote>摩根士丹利 (Morgan Stanley) 在量化深入研究大型机构所有权时表示，大型科技股——在全球指数中占据重要地位的股票，也是投资者关于在市场转向南方之前如何退出的争论的前沿和中心——仍然持有不足。</blockquote> That leaves the firm more bullish on the big names.<blockquote>这使得该公司更加看好大公司。</blockquote> Active portfolio weights for <a href=\"https://laohu8.com/S/AAPL\">Apple </a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com </a> are 1-2 points below their S&amp;P 500 weighting, the firm's tech analysts note. And its analyst shows a positive correlation between low active ownership (vs. S&amp;P 500) and future performance.<blockquote>活动投资组合权重<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>该公司的技术分析师指出，比标普500权重低 1-2 个百分点。其分析师显示，低活跃所有权（与标普500相比）与未来业绩之间存在正相关关系。</blockquote> Morgan Stanley looks at the ownership data for top tech companies every quarter, and as of Q3, those names are showing record gaps between active and passive ownership.<blockquote>摩根士丹利每个季度都会查看顶级科技公司的所有权数据，截至第三季度，这些公司的主动所有权和被动所有权之间存在创纪录的差距。</blockquote> It's those times that stocks experience a technical pull higher when active ownership trails the market that much, and vice versa. And in the case of Microsoft, Apple and Amazon, in particular, they've gotten increasingly more underowned over the past two quarters.<blockquote>当活跃所有权落后于市场时，股市就会经历技术性拉高，反之亦然。尤其是微软、苹果和亚马逊，在过去两个季度里，它们的所有权不足程度越来越高。</blockquote> Looking stock by stock, it's bullish on Apple (AAPL) for 2022 as it says \"investors underappreciate the sustainability of iPhone growth and the defensibility of Services growth long-term.\" iPhone upgrade intentions look strong on a blended basis, and while there is some increased risk to App Store growth from the court's injunction, Morgan Stanley says its data show less than 2 in 10 Americans (and less than 4 in 10 Chinese consumers) would be willing to pay developers directly for mobile apps, preferring the App Store approach.<blockquote>逐股来看，它看好苹果 (AAPL) 2022 年的业绩，因为它表示“投资者低估了 iPhone 增长的可持续性和服务增长的长期防御性。”在混合的基础上，iPhone 升级意向看起来很强烈，虽然法院的禁令增加了 App Store 增长的风险，但摩根士丹利表示，其数据显示，不到 2/10 的美国人（不到 4/10 的中国消费者）愿意直接向开发者支付移动应用程序，更喜欢 App Store 方法。</blockquote> Microsoft (MSFT) is a \"rare combination of strong secular positioning and reasonable valuation within the software space.\" It's pushing double-digit revenue growth with building momentum across cloud and hybrid solutions, combined with improving gross margins and a positive opex growth profile. And it still trades at a discount to peers, the firm says.<blockquote>微软 (MSFT) 是“软件领域强大的长期定位和合理估值的罕见结合”。随着云和混合解决方案的发展势头不断增强，加上毛利率的提高和积极的运营支出增长，该公司正在推动两位数的收入增长。该公司表示，它的交易价格仍然低于同行。</blockquote> A guide down in profits from Amazon.com (AMZN) driven by fourth-quarter investment \"speaks to the higher operating margin pressure on the retail business from more hiring, higher hourly labor costs, process inefficiencies, freight costs and higher content spend,\" Morgan Stanley says. And while part of that investment is tied to \"catching up\" to unusual 2020 demand, some of it's about new initiatives to build durable multi-year growth, it says.<blockquote>摩根士丹利表示，受第四季度投资影响，亚马逊 (AMZN) 利润下降“表明，由于招聘增加、每小时劳动力成本上升、流程效率低下、运费成本上升和内容支出增加，零售业务面临更高的营业利润率压力。”报告称，虽然部分投资与“赶上”2020 年不寻常的需求有关，但其中一些投资与建立可持续多年增长的新举措有关。</blockquote> Going forward it's focusing on more evidence for traction of third-party logistics (and/or faster share gains in same-day cities), or lower-than-expected incremental profit pressure from the investment spending.<blockquote>展望未来，它将关注更多第三方物流牵引力的证据（和/或当日城市更快的份额增长），或投资支出带来的低于预期的增量利润压力。</blockquote> Other stocks, meanwhile, are showing the opposite dynamic on active/passive ownership - notably <a href=\"https://laohu8.com/S/QCOM\">Qualcomm </a> and <a href=\"https://laohu8.com/S/INTU\">Intuit </a>. There's room for optimism with those too, the firm says.<blockquote>与此同时，其他股票在主动/被动所有权方面表现出相反的动态——特别是<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/INTU\">直觉</a>该公司表示，这些也有乐观的空间。</blockquote> Qualcomm's (QCOM) active weighting is about 60 basis points above its S&amp;P weighting. The firm's staying optimistic, with \"adjustments to expectations likely to come as 5G adoption growth matures.\" And outside of handsets and RFFE, Morgan Stanley says it's \"excited\" about the prospects of diversifying business in Autos and Internet of Things.<blockquote>高通 (QCOM) 的主动权重比其标准普尔权重高出约 60 个基点。该公司保持乐观，“随着 5G 采用增长的成熟，预期可能会进行调整。”除了手机和 RFFE 之外，摩根士丹利表示，它对汽车和物联网业务多元化的前景感到“兴奋”。</blockquote> Intuit's (INTU) average portfolio concentration has hit an all-time high and is well above its S&amp;P 500 weighting. \"It appears Intuit's improved growth and margin profile exiting the pandemic has resonated with institutional investors, resulting in the stock being overowned vs. peers.\"<blockquote>Intuit (INTU) 的平均投资组合集中度已创下历史新高，远高于其标普500权重。“Intuit 在疫情结束后的增长和利润率状况似乎得到了机构投资者的共鸣，导致该股相对于同行被超买。”</blockquote> The new strategy to focus on higher-value solutions is driving the top line and an improved margin profile, Morgan Stanley says, and it kicked off fiscal 2022 with a beat-and-raise quarter that \"reinforces our believe Intuit is set up for beat-and-raise quarters thru FY22.\"<blockquote>摩根士丹利表示，专注于更高价值解决方案的新战略正在推动营收和利润率状况的改善，并且该公司在 2022 财年伊始就实现了一个超额增长的季度，这“强化了我们对 Intuit 为超额增长而建立的信念” 2022 财年的季度。”</blockquote> The Technology Select Sector SPDR ETF (NYSEARCA:XLK), whose top two holdings are Microsoft and Apple, has been outpacing the S&amp;P 500 and rallied to an all-time high Monday on the back of heavy gains in those stocks.<blockquote>科技精选行业 SPDR ETF (NYSEARCA:XLK) 的前两大持股是微软和苹果，该基金的表现一直超过标普500，并在这些股票大幅上涨的推动下于周一反弹至历史新高。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3774075-big-tech-still-looks-underowned-morgan-stanley-sees-in-activepassive-holdings-probe\">Seeking Alpha</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":{"MSFT":"微软","AAPL":"苹果","INTU":"财捷","AMZN":"亚马逊","QCOM":"高通"},"source_url":"https://seekingalpha.com/news/3774075-big-tech-still-looks-underowned-morgan-stanley-sees-in-activepassive-holdings-probe","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178942831","content_text":"Big Tech - the stocks with a heavy presence in global indexes, and front and center in investors' debate over what to get out of before the market turns south - is still underowned, Morgan Stanley says in a quantitative dive into large-cap institutional ownership.\nThat leaves the firm more bullish on the big names.\nActive portfolio weights for Apple , Microsoft and Amazon.com are 1-2 points below their S&P 500 weighting, the firm's tech analysts note. And its analyst shows a positive correlation between low active ownership (vs. S&P 500) and future performance.\nMorgan Stanley looks at the ownership data for top tech companies every quarter, and as of Q3, those names are showing record gaps between active and passive ownership.\nIt's those times that stocks experience a technical pull higher when active ownership trails the market that much, and vice versa. And in the case of Microsoft, Apple and Amazon, in particular, they've gotten increasingly more underowned over the past two quarters.\nLooking stock by stock, it's bullish on Apple (AAPL) for 2022 as it says \"investors underappreciate the sustainability of iPhone growth and the defensibility of Services growth long-term.\" iPhone upgrade intentions look strong on a blended basis, and while there is some increased risk to App Store growth from the court's injunction, Morgan Stanley says its data show less than 2 in 10 Americans (and less than 4 in 10 Chinese consumers) would be willing to pay developers directly for mobile apps, preferring the App Store approach.\nMicrosoft (MSFT) is a \"rare combination of strong secular positioning and reasonable valuation within the software space.\" It's pushing double-digit revenue growth with building momentum across cloud and hybrid solutions, combined with improving gross margins and a positive opex growth profile. And it still trades at a discount to peers, the firm says.\nA guide down in profits from Amazon.com (AMZN) driven by fourth-quarter investment \"speaks to the higher operating margin pressure on the retail business from more hiring, higher hourly labor costs, process inefficiencies, freight costs and higher content spend,\" Morgan Stanley says. And while part of that investment is tied to \"catching up\" to unusual 2020 demand, some of it's about new initiatives to build durable multi-year growth, it says.\nGoing forward it's focusing on more evidence for traction of third-party logistics (and/or faster share gains in same-day cities), or lower-than-expected incremental profit pressure from the investment spending.\nOther stocks, meanwhile, are showing the opposite dynamic on active/passive ownership - notably Qualcomm and Intuit . There's room for optimism with those too, the firm says.\nQualcomm's (QCOM) active weighting is about 60 basis points above its S&P weighting. The firm's staying optimistic, with \"adjustments to expectations likely to come as 5G adoption growth matures.\" And outside of handsets and RFFE, Morgan Stanley says it's \"excited\" about the prospects of diversifying business in Autos and Internet of Things.\nIntuit's (INTU) average portfolio concentration has hit an all-time high and is well above its S&P 500 weighting. \"It appears Intuit's improved growth and margin profile exiting the pandemic has resonated with institutional investors, resulting in the stock being overowned vs. peers.\"\nThe new strategy to focus on higher-value solutions is driving the top line and an improved margin profile, Morgan Stanley says, and it kicked off fiscal 2022 with a beat-and-raise quarter that \"reinforces our believe Intuit is set up for beat-and-raise quarters thru FY22.\"\nThe Technology Select Sector SPDR ETF (NYSEARCA:XLK), whose top two holdings are Microsoft and Apple, has been outpacing the S&P 500 and rallied to an all-time high Monday on the back of heavy gains in those stocks.","news_type":1,"symbols_score_info":{"AMZN":0.9,"QCOM":0.9,"AAPL":0.9,"INTU":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":764,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/874719282"}