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2021-09-10

With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA<blockquote>美国银行表示，随着盈利评级中提到通胀“飙升”，股票投资者青睐这三个行业</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":883638735,"tweetId":"883638735","gmtCreate":1631236941727,"gmtModify":1631889060550,"author":{"id":3574996050082067,"idStr":"3574996050082067","authorId":3574996050082067,"authorIdStr":"3574996050082067","name":"k1wong","avatar":"https://static.tigerbbs.com/f9f3b0884767b721ac5720e7a17adeba","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Oh</body></html>","htmlText":"<html><head></head><body>Oh</body></html>","text":"Oh","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/883638735","repostId":2166344336,"repostType":4,"repost":{"id":"2166344336","kind":"highlight","pubTimestamp":1631236802,"share":"https://www.laohu8.com/m/news/2166344336?lang=zh_CN&edition=full","pubTime":"2021-09-10 09:20","market":"us","language":"en","title":"With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA<blockquote>美国银行表示，随着盈利评级中提到通胀“飙升”，股票投资者青睐这三个行业</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2166344336","media":"MarketWatch","summary":"BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity inve","content":"BofA clients were net sellers of U.S. stocks last week for the first time in three weeks<blockquote>美国银行客户上周三周来首次净卖出美国股票</blockquote> <img src=\"https://static.tigerbbs.com/09ea1bd398bacb5bc75531009d0c7a96\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\">Equity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds<blockquote>美国银行发现，由于对通胀的担忧，股票投资者已将资本转移到房地产行业</blockquote> Investors have favored three sectors since companies began reporting in July the results of their earnings for the second quarter, moving capital into areas poised to benefit from higher inflation, according to BofA Global Research.<blockquote>美国银行全球研究公司表示，自公司 7 月份开始报告第二季度盈利结果以来，投资者青睐三个行业，将资本转移到有望从通胀上升中受益的领域。</blockquote> \"Amid skyrocketing mentions of inflation on earnings calls,\" BofA Global Research strategists said in a report this week that \"clients have been buyers of equities in just three sectors: energy, materials and real estate.\"<blockquote>美国银行全球研究策略师在本周的一份报告中表示：“在盈利评级上不断提及通胀的情况下，客户只购买了三个行业的股票：能源、材料和房地产。”</blockquote> The strategists tracked BofA client capital flowing into and out of exchange-traded funds and single stocks, finding total inflows in few of the S&amp;P 500's 11 sectors. Energy attracted the most inflows, while technology saw the biggest outflows as clients bailed on single stocks during second-quarter earnings season, according to a chart in their Wednesday night report.<blockquote>策略师跟踪了美国银行客户资本进出交易所交易基金和个股的情况，发现标准普尔 500 指数 11 个板块中很少有板块出现了总流入。根据周三晚间报告中的图表，能源吸引了最多的资金流入，而科技股的资金流出最大，因为客户在第二季度财报季抛售了单只股票。</blockquote> <img src=\"https://static.tigerbbs.com/0cf45897e17e78a87cd137af32e93721\" tg-width=\"700\" tg-height=\"339\" referrerpolicy=\"no-referrer\">BOFA GLOBAL RESEARCH REPORT DATED SEPT. 8<blockquote>美国银行全球研究报告日期为 9 月。8</blockquote> \"Energy and financials saw the biggest inflows last week, though the latter was entirely driven by buybacks,\" the BofA strategists said in the report. Excluding buybacks, they said that energy and real estate led.<blockquote>美国银行策略师在报告中表示：“上周能源和金融股的资金流入最大，尽管后者完全是由回购推动的。”他们表示，不包括回购，能源和房地产领涨。</blockquote> The energy sector of the S&amp;P 500 index is down about 12% this quarter, according to FactSet data Thursday afternoon. In contrast, real estate has jumped almost 8% since the end of June, while the materials sector had advanced almost 2% in the third quarter, the data show.<blockquote>FactSet 周四下午的数据显示，标普500指数的能源板块本季度下跌约 12%。数据显示，相比之下，房地产自 6 月底以来上涨了近 8%，而材料行业在第三季度上涨了近 2%。</blockquote> Meanwhile, the S&amp;P 500 index , which is up almost 5% this quarter, was edging lower Thursday afternoon. The index has slipped in the last three days of trading, including Friday before Labor Day weekend.<blockquote>与此同时，本季度上涨近 5% 的标普500指数周四下午小幅走低。该指数在过去三个交易日中下滑，包括劳动节周末前的周五。</blockquote> BofA clients, including hedge funds, institutional and retail, were net sellers of U.S. equities last week for the first time in three weeks, according to the report. The net selling was led by outflows from single stocks while passive investing remained \"in vogue,\" the strategists said.<blockquote>报告称，包括对冲基金、机构和零售在内的美国银行客户上周成为美国股票的净卖家，这是三周来的首次。策略师表示，净抛售是由个股资金流出推动的，而被动投资仍然“流行”。</blockquote> \"Clients continued to buy ETFs last week despite outflows from single stocks, with flows into both equity and fixed income ETFs,\" they wrote. They've \"still been big cumulative buyers of ETFs\" this year.<blockquote>他们写道：“尽管个股资金流出，但客户上周仍继续购买 ETF，资金流入股票和固定收益 ETF。”今年他们“仍然是 ETF 的大累计买家”。</blockquote> The three sectors of the S&amp;P 500 favored by investors as inflation mentions spiked during earnings season for the second quarter have put up big returns in 2021.<blockquote>由于第二季度财报季期间通胀提及飙升，标普500的三个行业受到投资者青睐，这些行业在 2021 年获得了丰厚的回报。</blockquote> <a href=\"https://laohu8.com/S/XLRE\">The Real Estate Select Sector SPDR Fund</a> (XLRE) has soared nearly 31% this year, while the Energy Select Sector SPDR Fund XLE has risen about 26%, according to FactSet data, at last check. The Materials Select Sector SPDR Fund is up about 16%.<blockquote><a href=\"https://laohu8.com/S/XLRE\">房地产精选行业 SPDR 基金</a>根据 FactSet 的最新数据，(XLRE) 今年已飙升近 31%，而能源精选行业 SPDR 基金 XLE 则上涨了约 26%。材料精选行业 SPDR 基金上涨约 16%。</blockquote>","source":"lsy1603348471595","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>With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA<blockquote>美国银行表示，随着盈利评级中提到通胀“飙升”，股票投资者青睐这三个行业</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\">\nWith inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA<blockquote>美国银行表示，随着盈利评级中提到通胀“飙升”，股票投资者青睐这三个行业</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-09-10 09:20\n\n</h4>\n</header>\n<article>\nBofA clients were net sellers of U.S. stocks last week for the first time in three weeks<blockquote>美国银行客户上周三周来首次净卖出美国股票</blockquote> <img src=\"https://static.tigerbbs.com/09ea1bd398bacb5bc75531009d0c7a96\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\">Equity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds<blockquote>美国银行发现，由于对通胀的担忧，股票投资者已将资本转移到房地产行业</blockquote> Investors have favored three sectors since companies began reporting in July the results of their earnings for the second quarter, moving capital into areas poised to benefit from higher inflation, according to BofA Global Research.<blockquote>美国银行全球研究公司表示，自公司 7 月份开始报告第二季度盈利结果以来，投资者青睐三个行业，将资本转移到有望从通胀上升中受益的领域。</blockquote> \"Amid skyrocketing mentions of inflation on earnings calls,\" BofA Global Research strategists said in a report this week that \"clients have been buyers of equities in just three sectors: energy, materials and real estate.\"<blockquote>美国银行全球研究策略师在本周的一份报告中表示：“在盈利评级上不断提及通胀的情况下，客户只购买了三个行业的股票：能源、材料和房地产。”</blockquote> The strategists tracked BofA client capital flowing into and out of exchange-traded funds and single stocks, finding total inflows in few of the S&amp;P 500's 11 sectors. Energy attracted the most inflows, while technology saw the biggest outflows as clients bailed on single stocks during second-quarter earnings season, according to a chart in their Wednesday night report.<blockquote>策略师跟踪了美国银行客户资本进出交易所交易基金和个股的情况，发现标准普尔 500 指数 11 个板块中很少有板块出现了总流入。根据周三晚间报告中的图表，能源吸引了最多的资金流入，而科技股的资金流出最大，因为客户在第二季度财报季抛售了单只股票。</blockquote> <img src=\"https://static.tigerbbs.com/0cf45897e17e78a87cd137af32e93721\" tg-width=\"700\" tg-height=\"339\" referrerpolicy=\"no-referrer\">BOFA GLOBAL RESEARCH REPORT DATED SEPT. 8<blockquote>美国银行全球研究报告日期为 9 月。8</blockquote> \"Energy and financials saw the biggest inflows last week, though the latter was entirely driven by buybacks,\" the BofA strategists said in the report. Excluding buybacks, they said that energy and real estate led.<blockquote>美国银行策略师在报告中表示：“上周能源和金融股的资金流入最大，尽管后者完全是由回购推动的。”他们表示，不包括回购，能源和房地产领涨。</blockquote> The energy sector of the S&amp;P 500 index is down about 12% this quarter, according to FactSet data Thursday afternoon. In contrast, real estate has jumped almost 8% since the end of June, while the materials sector had advanced almost 2% in the third quarter, the data show.<blockquote>FactSet 周四下午的数据显示，标普500指数的能源板块本季度下跌约 12%。数据显示，相比之下，房地产自 6 月底以来上涨了近 8%，而材料行业在第三季度上涨了近 2%。</blockquote> Meanwhile, the S&amp;P 500 index , which is up almost 5% this quarter, was edging lower Thursday afternoon. The index has slipped in the last three days of trading, including Friday before Labor Day weekend.<blockquote>与此同时，本季度上涨近 5% 的标普500指数周四下午小幅走低。该指数在过去三个交易日中下滑，包括劳动节周末前的周五。</blockquote> BofA clients, including hedge funds, institutional and retail, were net sellers of U.S. equities last week for the first time in three weeks, according to the report. The net selling was led by outflows from single stocks while passive investing remained \"in vogue,\" the strategists said.<blockquote>报告称，包括对冲基金、机构和零售在内的美国银行客户上周成为美国股票的净卖家，这是三周来的首次。策略师表示，净抛售是由个股资金流出推动的，而被动投资仍然“流行”。</blockquote> \"Clients continued to buy ETFs last week despite outflows from single stocks, with flows into both equity and fixed income ETFs,\" they wrote. They've \"still been big cumulative buyers of ETFs\" this year.<blockquote>他们写道：“尽管个股资金流出，但客户上周仍继续购买 ETF，资金流入股票和固定收益 ETF。”今年他们“仍然是 ETF 的大累计买家”。</blockquote> The three sectors of the S&amp;P 500 favored by investors as inflation mentions spiked during earnings season for the second quarter have put up big returns in 2021.<blockquote>由于第二季度财报季期间通胀提及飙升，标普500的三个行业受到投资者青睐，这些行业在 2021 年获得了丰厚的回报。</blockquote> <a href=\"https://laohu8.com/S/XLRE\">The Real Estate Select Sector SPDR Fund</a> (XLRE) has soared nearly 31% this year, while the Energy Select Sector SPDR Fund XLE has risen about 26%, according to FactSet data, at last check. The Materials Select Sector SPDR Fund is up about 16%.<blockquote><a href=\"https://laohu8.com/S/XLRE\">房地产精选行业 SPDR 基金</a>根据 FactSet 的最新数据，(XLRE) 今年已飙升近 31%，而能源精选行业 SPDR 基金 XLE 则上涨了约 26%。材料精选行业 SPDR 基金上涨约 16%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page\">MarketWatch</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":{"161125":"标普500","513500":"标普500ETF博时","SPXU":"三倍做空标普500ETF-ProShares",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","OEX":"标普100","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","SSO":"2倍做多标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares"},"source_url":"https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166344336","content_text":"BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds\nInvestors have favored three sectors since companies began reporting in July the results of their earnings for the second quarter, moving capital into areas poised to benefit from higher inflation, according to BofA Global Research.\n\"Amid skyrocketing mentions of inflation on earnings calls,\" BofA Global Research strategists said in a report this week that \"clients have been buyers of equities in just three sectors: energy, materials and real estate.\"\nThe strategists tracked BofA client capital flowing into and out of exchange-traded funds and single stocks, finding total inflows in few of the S&P 500's 11 sectors. Energy attracted the most inflows, while technology saw the biggest outflows as clients bailed on single stocks during second-quarter earnings season, according to a chart in their Wednesday night report.\nBOFA GLOBAL RESEARCH REPORT DATED SEPT. 8\n\"Energy and financials saw the biggest inflows last week, though the latter was entirely driven by buybacks,\" the BofA strategists said in the report. Excluding buybacks, they said that energy and real estate led.\nThe energy sector of the S&P 500 index is down about 12% this quarter, according to FactSet data Thursday afternoon. In contrast, real estate has jumped almost 8% since the end of June, while the materials sector had advanced almost 2% in the third quarter, the data show.\nMeanwhile, the S&P 500 index , which is up almost 5% this quarter, was edging lower Thursday afternoon. The index has slipped in the last three days of trading, including Friday before Labor Day weekend.\nBofA clients, including hedge funds, institutional and retail, were net sellers of U.S. equities last week for the first time in three weeks, according to the report. The net selling was led by outflows from single stocks while passive investing remained \"in vogue,\" the strategists said.\n\"Clients continued to buy ETFs last week despite outflows from single stocks, with flows into both equity and fixed income ETFs,\" they wrote. They've \"still been big cumulative buyers of ETFs\" this year.\nThe three sectors of the S&P 500 favored by investors as inflation mentions spiked during earnings season for the second quarter have put up big returns in 2021.\nThe Real Estate Select Sector SPDR Fund (XLRE) has soared nearly 31% this year, while the Energy Select Sector SPDR Fund XLE has risen about 26%, according to FactSet data, at last check. The Materials Select Sector SPDR Fund is up about 16%.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SSO":0.9,"SDS":0.9,"ESmain":0.9,"SPXU":0.9,"IVV":0.9,".IXIC":0.9,"OEF":0.9,"UPRO":0.9,"SH":0.9,"OEX":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":665,"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":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/883638735"}