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blee047

blee047

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2021-12-23

Wa

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2021-12-23

Snsn

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2021-12-23

A

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2021-12-21

Very godo

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2021-12-21

Ah

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2021-12-21

Aa

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2021-12-21

Wh

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2021-12-21

Qa

纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了!股民却怒告：股价暴跌1.8万亿……</blockquote>

2021-12-21

Wa

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2021-12-21

Yay

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2021-11-01

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-01

Wiw

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-01

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-06-28

Wa

Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师公布下半年策略，预计市场将出现动荡</blockquote>

2021-06-21

Wa

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2021-06-17

Wa

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2021-06-16

Nice

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2021-06-14

Wow

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2021-06-14

Wow

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2021-03-02

Thats not good news

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05:39","market":"us","language":"en","title":"纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了!股民却怒告：股价暴跌1.8万亿……</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193139506","media":"金十数据","summary":"马斯克被股民告了：自他发减持推文以来，特斯拉市值已蒸发1.8万亿。","content":"<p><html><body>1</p><p><blockquote><html><body>1</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"xnew_highlight","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>纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了!股民却怒告：股价暴跌1.8万亿……</blockquote></title>\n<style 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}\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\">\n纳税700亿破纪录，马斯克又火了！股民却怒告：股价暴跌1.8万亿……<blockquote>纳税700亿破纪录，马斯克又火了!股民却怒告：股价暴跌1.8万亿……</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-12-21 05:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>1</p><p><blockquote><html><body>1</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://xnews.jin10.com/webapp/details.html?id=87636&type=news\">金十数据</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":"https://cdn-news.jin10.com/dd769caf-c636-4ecb-b8d2-73b9397653cb.jpg/lite","relate_stocks":{"TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4548":"巴美列捷福持仓","BK4527":"明星科技股"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=87636&type=news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193139506","content_text":"1","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693519824,"gmtCreate":1640048903568,"gmtModify":1640048903697,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693519824","repostId":"2193213677","repostType":2,"isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693519073,"gmtCreate":1640048873001,"gmtModify":1640048873183,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693519073","repostId":"1198736123","repostType":2,"isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849379362,"gmtCreate":1635731781029,"gmtModify":1635731781131,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849379362","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween 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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849359371,"gmtCreate":1635730728627,"gmtModify":1635730728627,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wiw","listText":"Wiw","text":"Wiw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849359371","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849321550,"gmtCreate":1635730440632,"gmtModify":1635730440723,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849321550","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127105768,"gmtCreate":1624838354554,"gmtModify":1631892186609,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127105768","repostId":"1161764161","repostType":4,"repost":{"id":"1161764161","kind":"news","pubTimestamp":1624836456,"share":"https://www.laohunote.com/m/news/1161764161?lang=zh_CN&edition=full","pubTime":"2021-06-28 07:27","market":"us","language":"en","title":"Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师公布下半年策略，预计市场将出现动荡</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161764161","media":"CNBC","summary":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thu","content":"<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p><p><blockquote>威尔明顿信托基金（Wilmington Trust）的梅根-舒（Meghan Shue）将揭开她下半年的战术手册--下半年将于周四开始。</blockquote></p><p> Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p><p><blockquote>她的策略包括过度投资周期性股票，她青睐金融、能源、大宗商品、材料和工业。</blockquote></p><p> \"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p><p><blockquote>该公司投资策略主管周五对 CNBC 的“Trading Nation”节目表示：“我们看到经济复苏仍在继续，并成为股市的推动力。”</blockquote></p><p> Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p><p><blockquote>除非本周出现大幅抛售，否则市场将在今年最后六个月创下历史新高。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p><p><blockquote>标普500刚刚结束了自 2 月份以来最好的一周，收于 4,280.70 点，创历史新高。道琼斯指数本周收盘上涨 3.4%，创下 3 月中旬以来的最佳单周表现。</blockquote></p><p> The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p><p><blockquote>以科技股为主的纳斯达克周五收盘小幅走低。但本周上涨了 2.35%。</blockquote></p><p> Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p><p><blockquote>舒对大盘持乐观态度，但她也预测未来会出现动荡。</blockquote></p><p> “We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p><p><blockquote>“CNBC 撰稿人 Shue 说：”我们预计这里可能会出现一些盘整，也可能会出现回调。</blockquote></p><p> Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p><p><blockquote>舒管理着 1,415 亿美元的资产，他对成长型股票，尤其是大型科技股持中立态度。她认为该集团是多元化投资组合的关键部分。然而，舒会避免深入该集团，因为她预计 10 年期国债收益率上升将成为阻力。Shue 表示，未来 12 个月内，这一比例至少应达到 2%。</blockquote></p><p> ‘It’s really important not to forget about technology’</p><p><blockquote>不要忘记技术真的很重要</blockquote></p><p> “Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p><p><blockquote>“技术确实是一个长期的故事。因此，如果我们的利率观点得到证实，可能会面临一些挑战。但它是经济不可或缺的一部分，”她指出。“即使未来几个月可能会出现一些波动，也不要忘记技术，这一点非常重要。”</blockquote></p><p> Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p><p><blockquote>Shue 预计创纪录的涨势将在未来六个月内放缓。她认为涨幅低至中等。</blockquote></p><p> “Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p><p><blockquote>“舒说：”到目前为止，我们从经济数据中得到的每一个迹象都表明，我们可能正处于或刚刚超过本周期经济活动的峰值速度。“我们可能正在进入一个减速阶段”。</blockquote></p><p> Yet, Shue suggests that shouldn’t spook investors.</p><p><blockquote>然而，舒认为这不应该吓到投资者。</blockquote></p><p> “The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p><p><blockquote>“她说：”实际上，美国和全球经济的减速可能仍高于趋势增长。</blockquote></p><p> For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p><p><blockquote>目前，Shue 减持消费品、公用事业和债券，这些股票被认为是防御性股票。</blockquote></p><p> “It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p><p><blockquote>“舒说：”在过去的 12 个月里，我们的表现令人难以置信，我们显然已经从底部反弹。</blockquote></p><p></p>","source":"lsy1609915699154","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>Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师公布下半年策略，预计市场将出现动荡</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\">\nTop strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师公布下半年策略，预计市场将出现动荡</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNBC</strong><span class=\"h-time small\">2021-06-28 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p><p><blockquote>威尔明顿信托基金（Wilmington Trust）的梅根-舒（Meghan Shue）将揭开她下半年的战术手册--下半年将于周四开始。</blockquote></p><p> Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p><p><blockquote>她的策略包括过度投资周期性股票，她青睐金融、能源、大宗商品、材料和工业。</blockquote></p><p> \"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p><p><blockquote>该公司投资策略主管周五对 CNBC 的“Trading Nation”节目表示：“我们看到经济复苏仍在继续，并成为股市的推动力。”</blockquote></p><p> Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p><p><blockquote>除非本周出现大幅抛售，否则市场将在今年最后六个月创下历史新高。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p><p><blockquote>标普500刚刚结束了自 2 月份以来最好的一周，收于 4,280.70 点，创历史新高。道琼斯指数本周收盘上涨 3.4%，创下 3 月中旬以来的最佳单周表现。</blockquote></p><p> The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p><p><blockquote>以科技股为主的纳斯达克周五收盘小幅走低。但本周上涨了 2.35%。</blockquote></p><p> Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p><p><blockquote>舒对大盘持乐观态度，但她也预测未来会出现动荡。</blockquote></p><p> “We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p><p><blockquote>“CNBC 撰稿人 Shue 说：”我们预计这里可能会出现一些盘整，也可能会出现回调。</blockquote></p><p> Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p><p><blockquote>舒管理着 1,415 亿美元的资产，他对成长型股票，尤其是大型科技股持中立态度。她认为该集团是多元化投资组合的关键部分。然而，舒会避免深入该集团，因为她预计 10 年期国债收益率上升将成为阻力。Shue 表示，未来 12 个月内，这一比例至少应达到 2%。</blockquote></p><p> ‘It’s really important not to forget about technology’</p><p><blockquote>不要忘记技术真的很重要</blockquote></p><p> “Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p><p><blockquote>“技术确实是一个长期的故事。因此，如果我们的利率观点得到证实，可能会面临一些挑战。但它是经济不可或缺的一部分，”她指出。“即使未来几个月可能会出现一些波动，也不要忘记技术，这一点非常重要。”</blockquote></p><p> Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p><p><blockquote>Shue 预计创纪录的涨势将在未来六个月内放缓。她认为涨幅低至中等。</blockquote></p><p> “Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p><p><blockquote>“舒说：”到目前为止，我们从经济数据中得到的每一个迹象都表明，我们可能正处于或刚刚超过本周期经济活动的峰值速度。“我们可能正在进入一个减速阶段”。</blockquote></p><p> Yet, Shue suggests that shouldn’t spook investors.</p><p><blockquote>然而，舒认为这不应该吓到投资者。</blockquote></p><p> “The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p><p><blockquote>“她说：”实际上，美国和全球经济的减速可能仍高于趋势增长。</blockquote></p><p> For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p><p><blockquote>目前，Shue 减持消费品、公用事业和债券，这些股票被认为是防御性股票。</blockquote></p><p> “It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p><p><blockquote>“舒说：”在过去的 12 个月里，我们的表现令人难以置信，我们显然已经从底部反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html\">CNBC</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":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161764161","content_text":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.\nHer strategy includes an overexposure to cyclicals, and she favors financials,energy,commodities,materials and industrials.\n\"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.\nUnless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.\nThe S&P 500 just wrapped up its best week since February,closing at 4,280.70 — an all-time high. The Dow closed up 3.4% for the week, notching its best weekly performance since mid-March.\nThe tech-heavy Nasdaq closed slightly lower on Friday. But it’s up 2.35% for the week.\nShue is optimistic on the broader market, but she also predicts turbulence ahead.\n“We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.\nShue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.\n‘It’s really important not to forget about technology’\n“Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”\nShue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.\n“Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”\nYet, Shue suggests that shouldn’t spook investors.\n“The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.\nFor now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.\n“It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167985230,"gmtCreate":1624242716120,"gmtModify":1631892186619,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167985230","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163249423,"gmtCreate":1623887247162,"gmtModify":1631892186632,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163249423","repostId":"2144713861","repostType":4,"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169667660,"gmtCreate":1623833621150,"gmtModify":1631892186643,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169667660","repostId":"2143530687","repostType":4,"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185646473,"gmtCreate":1623648388392,"gmtModify":1631892186656,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185646473","repostId":"1108874297","repostType":4,"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185646127,"gmtCreate":1623648366869,"gmtModify":1631892186668,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185646127","repostId":"1105297799","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362486010,"gmtCreate":1614658354030,"gmtModify":1703479463680,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568674001722127","idStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Thats not good news","listText":"Thats not good news","text":"Thats not good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362486010","repostId":"2116563789","repostType":4,"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":127105768,"gmtCreate":1624838354554,"gmtModify":1631892186609,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568674001722127","authorIdStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127105768","repostId":"1161764161","repostType":4,"repost":{"id":"1161764161","kind":"news","pubTimestamp":1624836456,"share":"https://www.laohunote.com/m/news/1161764161?lang=zh_CN&edition=full","pubTime":"2021-06-28 07:27","market":"us","language":"en","title":"Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师公布下半年策略，预计市场将出现动荡</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161764161","media":"CNBC","summary":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thu","content":"<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p><p><blockquote>威尔明顿信托基金（Wilmington Trust）的梅根-舒（Meghan Shue）将揭开她下半年的战术手册--下半年将于周四开始。</blockquote></p><p> Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p><p><blockquote>她的策略包括过度投资周期性股票，她青睐金融、能源、大宗商品、材料和工业。</blockquote></p><p> \"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p><p><blockquote>该公司投资策略主管周五对 CNBC 的“Trading Nation”节目表示：“我们看到经济复苏仍在继续，并成为股市的推动力。”</blockquote></p><p> Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p><p><blockquote>除非本周出现大幅抛售，否则市场将在今年最后六个月创下历史新高。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p><p><blockquote>标普500刚刚结束了自 2 月份以来最好的一周，收于 4,280.70 点，创历史新高。道琼斯指数本周收盘上涨 3.4%，创下 3 月中旬以来的最佳单周表现。</blockquote></p><p> The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p><p><blockquote>以科技股为主的纳斯达克周五收盘小幅走低。但本周上涨了 2.35%。</blockquote></p><p> Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p><p><blockquote>舒对大盘持乐观态度，但她也预测未来会出现动荡。</blockquote></p><p> “We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p><p><blockquote>“CNBC 撰稿人 Shue 说：”我们预计这里可能会出现一些盘整，也可能会出现回调。</blockquote></p><p> Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p><p><blockquote>舒管理着 1,415 亿美元的资产，他对成长型股票，尤其是大型科技股持中立态度。她认为该集团是多元化投资组合的关键部分。然而，舒会避免深入该集团，因为她预计 10 年期国债收益率上升将成为阻力。Shue 表示，未来 12 个月内，这一比例至少应达到 2%。</blockquote></p><p> ‘It’s really important not to forget about technology’</p><p><blockquote>不要忘记技术真的很重要</blockquote></p><p> “Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p><p><blockquote>“技术确实是一个长期的故事。因此，如果我们的利率观点得到证实，可能会面临一些挑战。但它是经济不可或缺的一部分，”她指出。“即使未来几个月可能会出现一些波动，也不要忘记技术，这一点非常重要。”</blockquote></p><p> Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p><p><blockquote>Shue 预计创纪录的涨势将在未来六个月内放缓。她认为涨幅低至中等。</blockquote></p><p> “Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p><p><blockquote>“舒说：”到目前为止，我们从经济数据中得到的每一个迹象都表明，我们可能正处于或刚刚超过本周期经济活动的峰值速度。“我们可能正在进入一个减速阶段”。</blockquote></p><p> Yet, Shue suggests that shouldn’t spook investors.</p><p><blockquote>然而，舒认为这不应该吓到投资者。</blockquote></p><p> “The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p><p><blockquote>“她说：”实际上，美国和全球经济的减速可能仍高于趋势增长。</blockquote></p><p> For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p><p><blockquote>目前，Shue 减持消费品、公用事业和债券，这些股票被认为是防御性股票。</blockquote></p><p> “It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p><p><blockquote>“舒说：”在过去的 12 个月里，我们的表现令人难以置信，我们显然已经从底部反弹。</blockquote></p><p></p>","source":"lsy1609915699154","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>Top strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师公布下半年策略，预计市场将出现动荡</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\">\nTop strategist opens her playbook for the year’s second half, sees market turbulence ahead<blockquote>顶级策略师公布下半年策略，预计市场将出现动荡</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNBC</strong><span class=\"h-time small\">2021-06-28 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p><p><blockquote>威尔明顿信托基金（Wilmington Trust）的梅根-舒（Meghan Shue）将揭开她下半年的战术手册--下半年将于周四开始。</blockquote></p><p> Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p><p><blockquote>她的策略包括过度投资周期性股票，她青睐金融、能源、大宗商品、材料和工业。</blockquote></p><p> \"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p><p><blockquote>该公司投资策略主管周五对 CNBC 的“Trading Nation”节目表示：“我们看到经济复苏仍在继续，并成为股市的推动力。”</blockquote></p><p> Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p><p><blockquote>除非本周出现大幅抛售，否则市场将在今年最后六个月创下历史新高。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p><p><blockquote>标普500刚刚结束了自 2 月份以来最好的一周，收于 4,280.70 点，创历史新高。道琼斯指数本周收盘上涨 3.4%，创下 3 月中旬以来的最佳单周表现。</blockquote></p><p> The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p><p><blockquote>以科技股为主的纳斯达克周五收盘小幅走低。但本周上涨了 2.35%。</blockquote></p><p> Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p><p><blockquote>舒对大盘持乐观态度，但她也预测未来会出现动荡。</blockquote></p><p> “We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p><p><blockquote>“CNBC 撰稿人 Shue 说：”我们预计这里可能会出现一些盘整，也可能会出现回调。</blockquote></p><p> Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p><p><blockquote>舒管理着 1,415 亿美元的资产，他对成长型股票，尤其是大型科技股持中立态度。她认为该集团是多元化投资组合的关键部分。然而，舒会避免深入该集团，因为她预计 10 年期国债收益率上升将成为阻力。Shue 表示，未来 12 个月内，这一比例至少应达到 2%。</blockquote></p><p> ‘It’s really important not to forget about technology’</p><p><blockquote>不要忘记技术真的很重要</blockquote></p><p> “Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p><p><blockquote>“技术确实是一个长期的故事。因此，如果我们的利率观点得到证实，可能会面临一些挑战。但它是经济不可或缺的一部分，”她指出。“即使未来几个月可能会出现一些波动，也不要忘记技术，这一点非常重要。”</blockquote></p><p> Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p><p><blockquote>Shue 预计创纪录的涨势将在未来六个月内放缓。她认为涨幅低至中等。</blockquote></p><p> “Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p><p><blockquote>“舒说：”到目前为止，我们从经济数据中得到的每一个迹象都表明，我们可能正处于或刚刚超过本周期经济活动的峰值速度。“我们可能正在进入一个减速阶段”。</blockquote></p><p> Yet, Shue suggests that shouldn’t spook investors.</p><p><blockquote>然而，舒认为这不应该吓到投资者。</blockquote></p><p> “The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p><p><blockquote>“她说：”实际上，美国和全球经济的减速可能仍高于趋势增长。</blockquote></p><p> For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p><p><blockquote>目前，Shue 减持消费品、公用事业和债券，这些股票被认为是防御性股票。</blockquote></p><p> “It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p><p><blockquote>“舒说：”在过去的 12 个月里，我们的表现令人难以置信，我们显然已经从底部反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html\">CNBC</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":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161764161","content_text":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.\nHer strategy includes an overexposure to cyclicals, and she favors financials,energy,commodities,materials and industrials.\n\"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.\nUnless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.\nThe S&P 500 just wrapped up its best week since February,closing at 4,280.70 — an all-time high. The Dow closed up 3.4% for the week, notching its best weekly performance since mid-March.\nThe tech-heavy Nasdaq closed slightly lower on Friday. But it’s up 2.35% for the week.\nShue is optimistic on the broader market, but she also predicts turbulence ahead.\n“We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.\nShue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.\n‘It’s really important not to forget about technology’\n“Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”\nShue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.\n“Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”\nYet, Shue suggests that shouldn’t spook investors.\n“The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.\nFor now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.\n“It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185646127,"gmtCreate":1623648366869,"gmtModify":1631892186668,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568674001722127","authorIdStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185646127","repostId":"1105297799","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163249423,"gmtCreate":1623887247162,"gmtModify":1631892186632,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568674001722127","authorIdStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163249423","repostId":"2144713861","repostType":4,"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167985230,"gmtCreate":1624242716120,"gmtModify":1631892186619,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568674001722127","authorIdStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167985230","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366442633,"gmtCreate":1614557899022,"gmtModify":1703478141762,"author":{"id":"3568674001722127","authorId":"3568674001722127","name":"blee047","avatar":"https://static.tigerbbs.com/2272fea5e036f865e5904a18ededa7b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568674001722127","authorIdStr":"3568674001722127"},"themes":[],"title":"","htmlText":"Wow this is pretty good should consider buying some&nbsp;","listText":"Wow this is pretty good should consider buying some&nbsp;","text":"Wow this is pretty good should consider buying 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