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2021-03-26

Nikola

Some “meme” stocks are flying again.<blockquote>一些“模因”股票再次飞涨。</blockquote>

2021-03-22

Interesting

The Fed May Have Just Sealed The Stock Market's Fate<blockquote>美联储可能刚刚决定了股市的命运</blockquote>

2021-03-19

Hmm

Why Are the Nasdaq's Highest-Growth Stocks Panicking About a Strong Economy?<blockquote>为什么纳斯达克增长最快的股票对强劲的经济感到恐慌？</blockquote>

2021-03-16

Disney hmm

Betting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</blockquote>

2021-03-15

Hmm

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2021-03-13

Hmm

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2021-03-12

To the moon

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2021-03-12

Comment

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2021-03-12

Hmm

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2021-03-09

Like and comment

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2021-03-08

Interesting. Just to comment

Tesla To Unveil Updated Cybertruck In Coming Quarter<blockquote>特斯拉将在下个季度推出更新版Cybertruck</blockquote>

2021-03-06

Comment and share

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2021-03-06

Wow

Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>

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Members of Reading The Markets get exclusive ideas and guidance to navigate any climate.</li> </ul> The Fed gave the equity market exactly what it wanted, lower for as long as possible. Unfortunately, the bond market doesn't seem as pleased, which will be horrible news for the stock market. Rising rates are crushing growth and technology stocks, and soon the rest of the market will follow because there are very few if any \"cheap\" sectors left in the market.</p><p><blockquote><ul><li>美联储尽可能长时间走低的前景正是股市想听到的。</li><li>然而，这导致美国收益率飙升。</li><li>较高的收益率将迫使股票估值大幅重新定价。</li><li>在市场上寻找援助之手？阅读市场的成员可以获得应对任何气候的独家想法和指导。</li></ul>美联储给了股市它想要的东西，尽可能长时间地走低。不幸的是，债券市场似乎并不高兴，这对股市来说将是一个可怕的消息。利率上升正在压垮成长股和科技股，很快市场的其他部分也会效仿，因为市场上几乎没有“廉价”板块。</blockquote></p><p> In essence, the Fed will let the economy run hot, and the bond market does not seem the least bit comfortable with that. Rates are rising sharply on March 18, with the 10-Year now trading just under 1.75%. The curve continues to lift because the bond market fears that a hot economy could quickly overheat, causing prices to rise, and inflation becomes an issue.</p><p><blockquote>从本质上讲，美联储将让经济过热，而债券市场似乎对此一点也不满意。3月18日利率大幅上升，10年期国债收益率目前略低于1.75%。曲线继续抬升，因为债券市场担心火热的经济可能会迅速过热，导致价格上涨，通胀成为一个问题。</blockquote></p><p> It leaves the door open for the Fed to start having to taper its bond purchases and to raise rates much sooner than expected and potentially much faster than indicated. This is resulting in bond yields pushing higher. Additionally, there's a tremendous amount of debt coming to the market, with another round of fiscal stimulus passed, and more supply will need a lot more demand.</p><p><blockquote>这为美联储开始缩减债券购买规模并比预期更快加息敞开了大门，也可能比预期快得多。这导致债券收益率推高。此外，随着另一轮财政刺激计划的通过，大量债务进入市场，更多的供应将需要更多的需求。</blockquote></p><p> While the news at first seems to be everything the stock market wants to hear, it's not good news. In fact, there was very little the Fed could have on March 17 to please both the stock and bond market. The Fed chose to placate the stock market. But stock prices are derived from interest rates, and as interest rates rise, stock prices need to reprice. They have been repricing and shall continue to reprice at lower levels.</p><p><blockquote>虽然这个消息一开始似乎是股市想听到的一切，但这并不是好消息。事实上，美联储在3月17日几乎没有什么可以取悦股市和债市。美联储选择安抚股市。但股价是由利率衍生出来的，随着利率上升，股价需要重新定价。他们一直在重新定价，并将继续以较低的水平重新定价。</blockquote></p><p> The problem is that now, relative to the 10-year note, the S&amp;P 500 has a valuation on par with the periods in January 2018 and October 2018. At no other time in modern history has the index been this expensive on a relative basis in this low-interest rate world. Everything changed in 2008 when we flipped from a high rate to a low rate world, so the period of 1999 would not be a fair comparison.</p><p><blockquote>问题是，现在，相对于10年期国债，标普500的估值与2018年1月和2018年10月期间持平。在现代历史上，在这个低利率的世界里，该指数的相对价格从未如此昂贵。2008年，当我们从高利率转向低利率世界时，一切都发生了变化，所以1999年的时期不是一个公平的比较。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/06eb49f0f96fe3d05081b17e0de7ca77\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> From another angle, the S&amp;P 500 dividend yield is currently around 1.44%, and it has only been lower one other period in time, at the turn of the century. And now, the 10-Year once again has a higher yield than the S&amp;P 500. So will the 10-Year yield pull the S&amp;P 500 dividend yield over time? It seems possible. Since 2010 the 10-year has traded with a premium over the S&amp;P 500 dividend yield of 21 bps. It is currently 20 bps, which means that a movement high in the 10-year from this point is likely to result in the premium growing wider, or dragging the S&amp;P 500 yield higher along with the 10-year.</p><p><blockquote>从另一个角度来看，标普500的股息收益率目前在1.44%左右，而且只是在世纪之交的另一个时期较低。而现在，10年期国债的收益率再次高于标普500。那么随着时间的推移，10年期国债收益率会拉低标普500的股息收益率吗？似乎有可能。自2010年以来，10年期国债的交易价格比标普500股息收益率溢价21个基点。目前为20个基点，这意味着从此时开始升至10年期高点可能会导致溢价扩大，或拖累标普500收益率与10年期国债收益率一起走高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d0b5613b7b88e02f76e004aededbcaa\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The rising yields in the bond market have prompted investors to refocus from growth and technology stocks to value and reflation stocks. The problem is that there is no bargain sector left - there's no \"value\" trade. The cheap stocks are cheap for a reason and because they have weak fundamentals. Over the past six months, the top ten holdings in the S&amp;P 500 Value ETF have skyrocketed.</p><p><blockquote>债券市场收益率的上升促使投资者将注意力从成长型和科技股重新转向价值型和通货再膨胀型股票。问题是已经没有便宜货了——没有“价值”贸易。便宜的股票便宜是有原因的，因为它们的基本面很弱。半年来，标普500价值ETF的前十大重仓股暴涨。</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td>Name</td>    <td>Symbol</td>    <td>3/18/2021</td>    <td>10/31/2020</td>    <td>% Change</td>   </tr>   <tr>    <td>EXXON MOBIL ORD</td>    <td>XOM</td>    <td>58.25</td>    <td>$ 32.62</td>    <td>78.57%</td>   </tr>   <tr>    <td>BANK OF AMERICA ORD</td>    <td>BAC</td>    <td>39.9274</td>    <td>$ 23.70</td>    <td>68.47%</td>   </tr>   <tr>    <td>JPMORGAN CHASE ORD</td>    <td>JPM</td>    <td>161.48</td>    <td>$ 98.04</td>    <td>64.71%</td>   </tr>   <tr>    <td>WALT DISNEY ORD</td>    <td>DIS</td>    <td>193.735</td>    <td>$ 121.25</td>    <td>59.78%</td>   </tr>   <tr>    <td>CHEVRON ORD</td>    <td>CVX</td>    <td>106.65</td>    <td>$ 69.50</td>    <td>53.45%</td>   </tr>   <tr>    <td>INTEL ORD</td>    <td>INTC.O</td>    <td>64.98</td>    <td>$ 44.28</td>    <td>46.75%</td>   </tr>   <tr>    <td>BERKSHIRE HATHAWAY CL B ORD</td>    <td>BRKb</td>    <td>255.2</td>    <td>$ 201.90</td>    <td>26.40%</td>   </tr>   <tr>    <td>JOHNSON &amp; JOHNSON ORD</td>    <td>JNJ</td>    <td>161.1501</td>    <td>$ 137.11</td>    <td>17.53%</td>   </tr>   <tr>    <td>AT&amp;T ORD</td>    <td>T</td>    <td>30.245</td>    <td>$ 27.02</td>    <td>11.94%</td>   </tr>   <tr>    <td>VERIZON COMMUNICATIONS ORD</td>    <td>VZ</td>    <td>56.095</td>    <td>$ 56.99</td>    <td>-1.57%</td>   </tr>  </tbody> </table> The banks have risen sharply and for good reasons because yields have risen and spreads have widened. But even the banks are getting stretched with many trading at all-time highs, and the sector trading at valuations not witnessed since 2017, relative to the 10-year Treasury rate, making the banks one of the least overvalued sectors. The industrial sector has only been this expensive relative to the 10-year rate one time and that was in January of 2018, which was followed by nearly two years of going nowhere.</p><p><blockquote><table><tbody><tr><td>名字</td><td>象征</td><td>3/18/2021</td><td>10/31/2020</td><td>%变化</td></tr><tr><td>埃克森美孚订单</td><td>XOM</td><td>58.25</td><td>$32.62</td><td>78.57%</td></tr><tr><td>美国银行订单</td><td>BAC</td><td>39.9274</td><td>$23.70</td><td>68.47%</td></tr><tr><td>摩根大通订单</td><td>JPM</td><td>161.48</td><td>$98.04</td><td>64.71%</td></tr><tr><td>迪斯尼秩序</td><td>说</td><td>193.735</td><td>$121.25</td><td>59.78%</td></tr><tr><td>雪佛龙订单</td><td>CVX</td><td>106.65</td><td>$69.50</td><td>53.45%</td></tr><tr><td>英特尔订单</td><td>INTC.O</td><td>64.98</td><td>$44.28</td><td>46.75%</td></tr><tr><td>伯克希尔哈撒韦公司CL B ORD</td><td>BRKb</td><td>255.2</td><td>$201.90</td><td>26.40%</td></tr><tr><td>强生订单</td><td>JNJ</td><td>161.1501</td><td>$137.11</td><td>17.53%</td></tr><tr><td>AT&amp;T订单</td><td>T</td><td>30.245</td><td>$27.02</td><td>11.94%</td></tr><tr><td>威瑞森通信订单</td><td>VZ</td><td>56.095</td><td>$56.99</td><td>-1.57%</td></tr></tbody></table>银行股大幅上涨，这是有充分理由的，因为收益率上升，利差扩大。但即使是银行也变得捉襟见肘，许多银行的交易价格处于历史高位，而且相对于10年期国债利率，该行业的交易估值自2017年以来从未见过，这使得银行成为估值最低的行业之一。工业部门相对于10年期利率只有一次如此昂贵，那是在2018年1月，随后近两年毫无进展。</blockquote></p><p> Sure, there may be some value left out there in the materials and energy sector. But these two sectors are highly correlated to the commodities they represent. As the dollar begins to strengthen, those commodity prices are likely to begin falling rather sharply, dragging the sectors lower with them. That dollar seems poised to rise.</p><p><blockquote>当然，材料和能源行业可能还存在一些价值。但这两个板块与其所代表的大宗商品高度相关。随着美元开始走强，这些大宗商品价格可能会开始大幅下跌，拖累这些行业也随之走低。美元似乎准备升值。</blockquote></p><p> The dollar initially began to fall following the fears of inflation, but that quickly reversed when US rates began to rise again. That allowed the spread between global rates to widen. The spread between the US and German 10-Year now stands at 2%, while US and Japanese 10-years are at 1.65%. The wider the spreads get, the more attractive US yields become. This will bring foreign investors to buy US bonds, sell local currency, and buy US dollars, supporting the dollar and boosting its value.</p><p><blockquote>由于担心通胀，美元最初开始下跌，但当美国利率再次开始上升时，这种情况很快逆转。这使得全球利率之间的利差扩大。美国和德国10年期国债之间的利差目前为2%，而美国和日本10年期国债为1.65%。利差越大，美国收益率就越有吸引力。这将带来外国投资者买入美国债券，卖出本币，买入美元，支撑美元，提振美元价值。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3b38756db2fb8fdb2e613fa9d05a36e7\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Source: TradingView</p><p><blockquote>资料来源：TradingView</blockquote></p><p> The rising dollar already has helped to bring oil prices off their highs, and that's a trend that's likely to continue as the dollar strengthens further. Oil has already broken down from a technical standpoint after failing at a key level of resistance around $66.50. It has additionally broken a major uptrend, with a drop below $59.50, sending the commodity back to $54. This could easily reverse the very hot rotation into the energy sector.</p><p><blockquote>美元升值已经帮助油价脱离高点，随着美元进一步走强，这一趋势可能会持续下去。从技术角度来看，油价在突破66.50美元左右的关键阻力位后已经突破。此外，它还打破了一个主要的上升趋势，跌破59.50美元，使该商品回到54美元。这很容易扭转能源行业的火爆局面。</blockquote></p><p> Source: TradingView</p><p><blockquote>资料来源：TradingView</blockquote></p><p> If the economy will continue to improve, and the Fed is more than happy to let it, then there's no reason yields shouldn't continue to rise. The more they raise, the more the dollar will strengthen, and the more overvalued equities will grow on a relative basis, forcing a massive repricing.</p><p><blockquote>如果经济将继续改善，并且美联储非常乐意让它继续改善，那么收益率没有理由不继续上升。他们筹集的资金越多，美元就会越走强，相对来说，估值越高的股票就会增长，从而迫使大规模重新定价。</blockquote></p><p></p>","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>The Fed May Have Just Sealed The Stock Market's Fate<blockquote>美联储可能刚刚决定了股市的命运</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\">\nThe Fed May Have Just Sealed The Stock Market's Fate<blockquote>美联储可能刚刚决定了股市的命运</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-03-22 08:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul>  <li>The Fed's outlook of lower for as long as possible was just what stocks wanted to hear.</li>  <li>However, that has sent US yields soaring.</li>  <li>The higher yields will force a massive repricing of equity valuation.</li>  <li>Looking for a helping hand in the market? Members of Reading The Markets get exclusive ideas and guidance to navigate any climate.</li> </ul> The Fed gave the equity market exactly what it wanted, lower for as long as possible. Unfortunately, the bond market doesn't seem as pleased, which will be horrible news for the stock market. Rising rates are crushing growth and technology stocks, and soon the rest of the market will follow because there are very few if any \"cheap\" sectors left in the market.</p><p><blockquote><ul><li>美联储尽可能长时间走低的前景正是股市想听到的。</li><li>然而，这导致美国收益率飙升。</li><li>较高的收益率将迫使股票估值大幅重新定价。</li><li>在市场上寻找援助之手？阅读市场的成员可以获得应对任何气候的独家想法和指导。</li></ul>美联储给了股市它想要的东西，尽可能长时间地走低。不幸的是，债券市场似乎并不高兴，这对股市来说将是一个可怕的消息。利率上升正在压垮成长股和科技股，很快市场的其他部分也会效仿，因为市场上几乎没有“廉价”板块。</blockquote></p><p> In essence, the Fed will let the economy run hot, and the bond market does not seem the least bit comfortable with that. Rates are rising sharply on March 18, with the 10-Year now trading just under 1.75%. The curve continues to lift because the bond market fears that a hot economy could quickly overheat, causing prices to rise, and inflation becomes an issue.</p><p><blockquote>从本质上讲，美联储将让经济过热，而债券市场似乎对此一点也不满意。3月18日利率大幅上升，10年期国债收益率目前略低于1.75%。曲线继续抬升，因为债券市场担心火热的经济可能会迅速过热，导致价格上涨，通胀成为一个问题。</blockquote></p><p> It leaves the door open for the Fed to start having to taper its bond purchases and to raise rates much sooner than expected and potentially much faster than indicated. This is resulting in bond yields pushing higher. Additionally, there's a tremendous amount of debt coming to the market, with another round of fiscal stimulus passed, and more supply will need a lot more demand.</p><p><blockquote>这为美联储开始缩减债券购买规模并比预期更快加息敞开了大门，也可能比预期快得多。这导致债券收益率推高。此外，随着另一轮财政刺激计划的通过，大量债务进入市场，更多的供应将需要更多的需求。</blockquote></p><p> While the news at first seems to be everything the stock market wants to hear, it's not good news. In fact, there was very little the Fed could have on March 17 to please both the stock and bond market. The Fed chose to placate the stock market. But stock prices are derived from interest rates, and as interest rates rise, stock prices need to reprice. They have been repricing and shall continue to reprice at lower levels.</p><p><blockquote>虽然这个消息一开始似乎是股市想听到的一切，但这并不是好消息。事实上，美联储在3月17日几乎没有什么可以取悦股市和债市。美联储选择安抚股市。但股价是由利率衍生出来的，随着利率上升，股价需要重新定价。他们一直在重新定价，并将继续以较低的水平重新定价。</blockquote></p><p> The problem is that now, relative to the 10-year note, the S&amp;P 500 has a valuation on par with the periods in January 2018 and October 2018. At no other time in modern history has the index been this expensive on a relative basis in this low-interest rate world. Everything changed in 2008 when we flipped from a high rate to a low rate world, so the period of 1999 would not be a fair comparison.</p><p><blockquote>问题是，现在，相对于10年期国债，标普500的估值与2018年1月和2018年10月期间持平。在现代历史上，在这个低利率的世界里，该指数的相对价格从未如此昂贵。2008年，当我们从高利率转向低利率世界时，一切都发生了变化，所以1999年的时期不是一个公平的比较。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/06eb49f0f96fe3d05081b17e0de7ca77\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> From another angle, the S&amp;P 500 dividend yield is currently around 1.44%, and it has only been lower one other period in time, at the turn of the century. And now, the 10-Year once again has a higher yield than the S&amp;P 500. So will the 10-Year yield pull the S&amp;P 500 dividend yield over time? It seems possible. Since 2010 the 10-year has traded with a premium over the S&amp;P 500 dividend yield of 21 bps. It is currently 20 bps, which means that a movement high in the 10-year from this point is likely to result in the premium growing wider, or dragging the S&amp;P 500 yield higher along with the 10-year.</p><p><blockquote>从另一个角度来看，标普500的股息收益率目前在1.44%左右，而且只是在世纪之交的另一个时期较低。而现在，10年期国债的收益率再次高于标普500。那么随着时间的推移，10年期国债收益率会拉低标普500的股息收益率吗？似乎有可能。自2010年以来，10年期国债的交易价格比标普500股息收益率溢价21个基点。目前为20个基点，这意味着从此时开始升至10年期高点可能会导致溢价扩大，或拖累标普500收益率与10年期国债收益率一起走高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d0b5613b7b88e02f76e004aededbcaa\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The rising yields in the bond market have prompted investors to refocus from growth and technology stocks to value and reflation stocks. The problem is that there is no bargain sector left - there's no \"value\" trade. The cheap stocks are cheap for a reason and because they have weak fundamentals. Over the past six months, the top ten holdings in the S&amp;P 500 Value ETF have skyrocketed.</p><p><blockquote>债券市场收益率的上升促使投资者将注意力从成长型和科技股重新转向价值型和通货再膨胀型股票。问题是已经没有便宜货了——没有“价值”贸易。便宜的股票便宜是有原因的，因为它们的基本面很弱。半年来，标普500价值ETF的前十大重仓股暴涨。</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td>Name</td>    <td>Symbol</td>    <td>3/18/2021</td>    <td>10/31/2020</td>    <td>% Change</td>   </tr>   <tr>    <td>EXXON MOBIL ORD</td>    <td>XOM</td>    <td>58.25</td>    <td>$ 32.62</td>    <td>78.57%</td>   </tr>   <tr>    <td>BANK OF AMERICA ORD</td>    <td>BAC</td>    <td>39.9274</td>    <td>$ 23.70</td>    <td>68.47%</td>   </tr>   <tr>    <td>JPMORGAN CHASE ORD</td>    <td>JPM</td>    <td>161.48</td>    <td>$ 98.04</td>    <td>64.71%</td>   </tr>   <tr>    <td>WALT DISNEY ORD</td>    <td>DIS</td>    <td>193.735</td>    <td>$ 121.25</td>    <td>59.78%</td>   </tr>   <tr>    <td>CHEVRON ORD</td>    <td>CVX</td>    <td>106.65</td>    <td>$ 69.50</td>    <td>53.45%</td>   </tr>   <tr>    <td>INTEL ORD</td>    <td>INTC.O</td>    <td>64.98</td>    <td>$ 44.28</td>    <td>46.75%</td>   </tr>   <tr>    <td>BERKSHIRE HATHAWAY CL B ORD</td>    <td>BRKb</td>    <td>255.2</td>    <td>$ 201.90</td>    <td>26.40%</td>   </tr>   <tr>    <td>JOHNSON &amp; JOHNSON ORD</td>    <td>JNJ</td>    <td>161.1501</td>    <td>$ 137.11</td>    <td>17.53%</td>   </tr>   <tr>    <td>AT&amp;T ORD</td>    <td>T</td>    <td>30.245</td>    <td>$ 27.02</td>    <td>11.94%</td>   </tr>   <tr>    <td>VERIZON COMMUNICATIONS ORD</td>    <td>VZ</td>    <td>56.095</td>    <td>$ 56.99</td>    <td>-1.57%</td>   </tr>  </tbody> </table> The banks have risen sharply and for good reasons because yields have risen and spreads have widened. But even the banks are getting stretched with many trading at all-time highs, and the sector trading at valuations not witnessed since 2017, relative to the 10-year Treasury rate, making the banks one of the least overvalued sectors. The industrial sector has only been this expensive relative to the 10-year rate one time and that was in January of 2018, which was followed by nearly two years of going nowhere.</p><p><blockquote><table><tbody><tr><td>名字</td><td>象征</td><td>3/18/2021</td><td>10/31/2020</td><td>%变化</td></tr><tr><td>埃克森美孚订单</td><td>XOM</td><td>58.25</td><td>$32.62</td><td>78.57%</td></tr><tr><td>美国银行订单</td><td>BAC</td><td>39.9274</td><td>$23.70</td><td>68.47%</td></tr><tr><td>摩根大通订单</td><td>JPM</td><td>161.48</td><td>$98.04</td><td>64.71%</td></tr><tr><td>迪斯尼秩序</td><td>说</td><td>193.735</td><td>$121.25</td><td>59.78%</td></tr><tr><td>雪佛龙订单</td><td>CVX</td><td>106.65</td><td>$69.50</td><td>53.45%</td></tr><tr><td>英特尔订单</td><td>INTC.O</td><td>64.98</td><td>$44.28</td><td>46.75%</td></tr><tr><td>伯克希尔哈撒韦公司CL B ORD</td><td>BRKb</td><td>255.2</td><td>$201.90</td><td>26.40%</td></tr><tr><td>强生订单</td><td>JNJ</td><td>161.1501</td><td>$137.11</td><td>17.53%</td></tr><tr><td>AT&amp;T订单</td><td>T</td><td>30.245</td><td>$27.02</td><td>11.94%</td></tr><tr><td>威瑞森通信订单</td><td>VZ</td><td>56.095</td><td>$56.99</td><td>-1.57%</td></tr></tbody></table>银行股大幅上涨，这是有充分理由的，因为收益率上升，利差扩大。但即使是银行也变得捉襟见肘，许多银行的交易价格处于历史高位，而且相对于10年期国债利率，该行业的交易估值自2017年以来从未见过，这使得银行成为估值最低的行业之一。工业部门相对于10年期利率只有一次如此昂贵，那是在2018年1月，随后近两年毫无进展。</blockquote></p><p> Sure, there may be some value left out there in the materials and energy sector. But these two sectors are highly correlated to the commodities they represent. As the dollar begins to strengthen, those commodity prices are likely to begin falling rather sharply, dragging the sectors lower with them. That dollar seems poised to rise.</p><p><blockquote>当然，材料和能源行业可能还存在一些价值。但这两个板块与其所代表的大宗商品高度相关。随着美元开始走强，这些大宗商品价格可能会开始大幅下跌，拖累这些行业也随之走低。美元似乎准备升值。</blockquote></p><p> The dollar initially began to fall following the fears of inflation, but that quickly reversed when US rates began to rise again. That allowed the spread between global rates to widen. The spread between the US and German 10-Year now stands at 2%, while US and Japanese 10-years are at 1.65%. The wider the spreads get, the more attractive US yields become. This will bring foreign investors to buy US bonds, sell local currency, and buy US dollars, supporting the dollar and boosting its value.</p><p><blockquote>由于担心通胀，美元最初开始下跌，但当美国利率再次开始上升时，这种情况很快逆转。这使得全球利率之间的利差扩大。美国和德国10年期国债之间的利差目前为2%，而美国和日本10年期国债为1.65%。利差越大，美国收益率就越有吸引力。这将带来外国投资者买入美国债券，卖出本币，买入美元，支撑美元，提振美元价值。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3b38756db2fb8fdb2e613fa9d05a36e7\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Source: TradingView</p><p><blockquote>资料来源：TradingView</blockquote></p><p> The rising dollar already has helped to bring oil prices off their highs, and that's a trend that's likely to continue as the dollar strengthens further. Oil has already broken down from a technical standpoint after failing at a key level of resistance around $66.50. It has additionally broken a major uptrend, with a drop below $59.50, sending the commodity back to $54. This could easily reverse the very hot rotation into the energy sector.</p><p><blockquote>美元升值已经帮助油价脱离高点，随着美元进一步走强，这一趋势可能会持续下去。从技术角度来看，油价在突破66.50美元左右的关键阻力位后已经突破。此外，它还打破了一个主要的上升趋势，跌破59.50美元，使该商品回到54美元。这很容易扭转能源行业的火爆局面。</blockquote></p><p> Source: TradingView</p><p><blockquote>资料来源：TradingView</blockquote></p><p> If the economy will continue to improve, and the Fed is more than happy to let it, then there's no reason yields shouldn't continue to rise. The more they raise, the more the dollar will strengthen, and the more overvalued equities will grow on a relative basis, forcing a massive repricing.</p><p><blockquote>如果经济将继续改善，并且美联储非常乐意让它继续改善，那么收益率没有理由不继续上升。他们筹集的资金越多，美元就会越走强，相对来说，估值越高的股票就会增长，从而迫使大规模重新定价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4414816-fed-may-just-sealed-stock-markets-fate\">seekingalpha</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":{},"source_url":"https://seekingalpha.com/article/4414816-fed-may-just-sealed-stock-markets-fate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160065206","content_text":"Summary\n\nThe Fed's outlook of lower for as long as possible was just what stocks wanted to hear.\nHowever, that has sent US yields soaring.\nThe higher yields will force a massive repricing of equity valuation.\nLooking for a helping hand in the market? Members of Reading The Markets get exclusive ideas and guidance to navigate any climate.\n\nThe Fed gave the equity market exactly what it wanted, lower for as long as possible. Unfortunately, the bond market doesn't seem as pleased, which will be horrible news for the stock market. Rising rates are crushing growth and technology stocks, and soon the rest of the market will follow because there are very few if any \"cheap\" sectors left in the market.\nIn essence, the Fed will let the economy run hot, and the bond market does not seem the least bit comfortable with that. Rates are rising sharply on March 18, with the 10-Year now trading just under 1.75%. The curve continues to lift because the bond market fears that a hot economy could quickly overheat, causing prices to rise, and inflation becomes an issue.\nIt leaves the door open for the Fed to start having to taper its bond purchases and to raise rates much sooner than expected and potentially much faster than indicated. This is resulting in bond yields pushing higher. Additionally, there's a tremendous amount of debt coming to the market, with another round of fiscal stimulus passed, and more supply will need a lot more demand.\nWhile the news at first seems to be everything the stock market wants to hear, it's not good news. In fact, there was very little the Fed could have on March 17 to please both the stock and bond market. The Fed chose to placate the stock market. But stock prices are derived from interest rates, and as interest rates rise, stock prices need to reprice. They have been repricing and shall continue to reprice at lower levels.\nThe problem is that now, relative to the 10-year note, the S&P 500 has a valuation on par with the periods in January 2018 and October 2018. At no other time in modern history has the index been this expensive on a relative basis in this low-interest rate world. Everything changed in 2008 when we flipped from a high rate to a low rate world, so the period of 1999 would not be a fair comparison.\n\nFrom another angle, the S&P 500 dividend yield is currently around 1.44%, and it has only been lower one other period in time, at the turn of the century. And now, the 10-Year once again has a higher yield than the S&P 500. So will the 10-Year yield pull the S&P 500 dividend yield over time? It seems possible. Since 2010 the 10-year has traded with a premium over the S&P 500 dividend yield of 21 bps. It is currently 20 bps, which means that a movement high in the 10-year from this point is likely to result in the premium growing wider, or dragging the S&P 500 yield higher along with the 10-year.\n\nThe rising yields in the bond market have prompted investors to refocus from growth and technology stocks to value and reflation stocks. The problem is that there is no bargain sector left - there's no \"value\" trade. The cheap stocks are cheap for a reason and because they have weak fundamentals. Over the past six months, the top ten holdings in the S&P 500 Value ETF have skyrocketed.\n\n\n\nName\nSymbol\n3/18/2021\n10/31/2020\n% Change\n\n\nEXXON MOBIL ORD\nXOM\n58.25\n$ 32.62\n78.57%\n\n\nBANK OF AMERICA ORD\nBAC\n39.9274\n$ 23.70\n68.47%\n\n\nJPMORGAN CHASE ORD\nJPM\n161.48\n$ 98.04\n64.71%\n\n\nWALT DISNEY ORD\nDIS\n193.735\n$ 121.25\n59.78%\n\n\nCHEVRON ORD\nCVX\n106.65\n$ 69.50\n53.45%\n\n\nINTEL ORD\nINTC.O\n64.98\n$ 44.28\n46.75%\n\n\nBERKSHIRE HATHAWAY CL B ORD\nBRKb\n255.2\n$ 201.90\n26.40%\n\n\nJOHNSON & JOHNSON ORD\nJNJ\n161.1501\n$ 137.11\n17.53%\n\n\nAT&T ORD\nT\n30.245\n$ 27.02\n11.94%\n\n\nVERIZON COMMUNICATIONS ORD\nVZ\n56.095\n$ 56.99\n-1.57%\n\n\n\nThe banks have risen sharply and for good reasons because yields have risen and spreads have widened. But even the banks are getting stretched with many trading at all-time highs, and the sector trading at valuations not witnessed since 2017, relative to the 10-year Treasury rate, making the banks one of the least overvalued sectors. The industrial sector has only been this expensive relative to the 10-year rate one time and that was in January of 2018, which was followed by nearly two years of going nowhere.\nSure, there may be some value left out there in the materials and energy sector. But these two sectors are highly correlated to the commodities they represent. As the dollar begins to strengthen, those commodity prices are likely to begin falling rather sharply, dragging the sectors lower with them. That dollar seems poised to rise.\nThe dollar initially began to fall following the fears of inflation, but that quickly reversed when US rates began to rise again. That allowed the spread between global rates to widen. The spread between the US and German 10-Year now stands at 2%, while US and Japanese 10-years are at 1.65%. The wider the spreads get, the more attractive US yields become. This will bring foreign investors to buy US bonds, sell local currency, and buy US dollars, supporting the dollar and boosting its value.\n\nSource: TradingView\nThe rising dollar already has helped to bring oil prices off their highs, and that's a trend that's likely to continue as the dollar strengthens further. Oil has already broken down from a technical standpoint after failing at a key level of resistance around $66.50. It has additionally broken a major uptrend, with a drop below $59.50, sending the commodity back to $54. This could easily reverse the very hot rotation into the energy sector.\nSource: TradingView\nIf the economy will continue to improve, and the Fed is more than happy to let it, then there's no reason yields shouldn't continue to rise. The more they raise, the more the dollar will strengthen, and the more overvalued equities will grow on a relative basis, forcing a massive repricing.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327741844,"gmtCreate":1616129831488,"gmtModify":1634527077198,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327741844","repostId":"1193357878","repostType":4,"repost":{"id":"1193357878","kind":"news","pubTimestamp":1616122423,"share":"https://www.laohu8.com/m/news/1193357878?lang=zh_CN&edition=full","pubTime":"2021-03-19 10:53","market":"us","language":"en","title":"Why Are the Nasdaq's Highest-Growth Stocks Panicking About a Strong Economy?<blockquote>为什么纳斯达克增长最快的股票对强劲的经济感到恐慌？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193357878","media":" Motley Fool","summary":"The answer may lie in a simple concept.The Nasdaq Composite (NASDAQINDEX:^IXIC) was the stock market","content":"<p>The answer may lie in a simple concept.</p><p><blockquote>答案可能在于一个简单的概念。</blockquote></p><p>The&nbsp;<b>Nasdaq Composite</b>&nbsp;(NASDAQINDEX:^IXIC)&nbsp;was the stock market leader throughout most of 2020, powering ahead to much greater gains than its fellow major benchmarks. In particular, high-growth stocks that were able to hold up well despite the recessionary conditions in the broader economy stood out as big winners and rewarded their shareholders handsomely.</p><p><blockquote>The<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）在2020年的大部分时间里都是股市的领头羊，其涨幅远高于其他主要基准。特别是，尽管整体经济陷入衰退，但仍能保持良好表现的高增长股票成为大赢家，并为股东带来丰厚回报。</blockquote></p><p>However, that narrative has changed lately.on Thursday, the Nasdaq was down another 3%, building on losses that have taken the index into correction territory even as other benchmarks were at or near record highs. Moreover, it seems as though the Nasdaq is falling even though Fed chair Jerome Powell told investors Wednesday that the economy appeared to be in solid shape.</p><p><blockquote>然而，这种说法最近发生了变化。周四，纳斯达克又下跌了3%，尽管其他基准指数处于或接近历史高位，但该指数仍进入回调区域。此外，尽管美联储主席Jerome Powell周三告诉投资者，经济似乎状况良好，但纳斯达克似乎正在下跌。</blockquote></p><p>There's one possible answer for this apparent disconnect. If investors are actually paying attention to a common way of valuing&nbsp;high-growth stocks, then the Fed's nonchalance about a key impact that a stronger economy could bring might explain the near-panic among shareholders of those stocks.</p><p><blockquote>对于这种明显的脱节，有一个可能的答案。如果投资者真的在关注一种对高增长股票估值的常见方式，那么美联储对经济走强可能带来的关键影响的漠不关心可能解释了这些股票股东近乎恐慌的原因。</blockquote></p><p><b>More damage in high-growth stocks</b></p><p><blockquote><b>高增长股票遭受更多损失</b></blockquote></p><p>To be clear, Thursday's declines weren't monumental by themselves.<b>Tesla</b>&nbsp;(NASDAQ:TSLA), for instance, was down just 7%.<b>MercadoLibre</b>&nbsp;(NASDAQ:MELI)&nbsp;saw a 6.6% slump, while&nbsp;<b>Zoom Video Communications</b>&nbsp;(NASDAQ:ZM)&nbsp;lost 6% and&nbsp;<b>Atlassian</b>&nbsp;(NASDAQ:TEAM)&nbsp;took a 6.3% hit.</p><p><blockquote>需要明确的是，周四的跌幅本身并不巨大。<b>特斯拉</b>例如，（纳斯达克：TSLA）仅下跌7%。<b>自由市场</b>（纳斯达克：MELI）下跌6.6%，而<b>Zoom Video通信公司</b>（纳斯达克：ZM）下跌6%<b>Atlassian</b>（纳斯达克：团队）遭受了6.3%的打击。</blockquote></p><p>However, those declines are just the latest in a series of drops for these stocks and many like them. Tesla is trading about 27% lower than its all-time highs from just a couple months ago. Zoom has given up roughly 46% from its record levels late last year. The move seems to reveal skepticism about whether the growth stocks have seen their shares rise too far, too quickly.</p><p><blockquote>然而，这些下跌只是这些股票以及许多类似股票的一系列下跌中的最新一起。特斯拉的股价比几个月前的历史高点低了约27%。Zoom已较去年年底的创纪录水平下跌了约46%。此举似乎揭示了人们对成长型股票股价是否上涨过快、过快的怀疑。</blockquote></p><p><b>What the Fed has to do with high-growth stocks</b></p><p><blockquote><b>美联储与高增长股票有什么关系</b></blockquote></p><p>It might seem as though the&nbsp;Federal Reserve's actions&nbsp;wouldn't necessarily have any impact on high-growth stocks. Investor interest in these companies has been so high that access to capital hasn't been a problem. Many of them have more than enough cash to make it through tough times in the future, and some of them are even cash-flow positive and can sustain themselves simply by maintaining current business levels.</p><p><blockquote>美联储的行动似乎不一定会对高增长股票产生任何影响。投资者对这些公司的兴趣如此之高，以至于获得资本不是问题。他们中的许多人拥有足够的现金来度过未来的艰难时期，其中一些人甚至现金流为正，只需维持当前的业务水平就可以维持自己。</blockquote></p><p>However, the recent rise in interest rates due to inflationary fears has been troubling to investors. One potential impact is that if you value a company based on the discounted value of its future financial results, then higher interest rates make the performance that comes further into the future less valuable. With rates at zero, it almost doesn't matter from a valuation standpoint whether a company makes money now or five years from now, and low rates reward companies that defer smaller profits now in favor of larger profits later. That's been the basis for the huge run-ups in these stocks.</p><p><blockquote>然而，最近因通胀担忧而导致的利率上升令投资者感到不安。一个潜在的影响是，如果你根据一家公司未来财务业绩的贴现价值来评估其价值，那么较高的利率会使未来的业绩变得不那么有价值。在利率为零的情况下，从估值的角度来看，一家公司是现在赚钱还是五年后赚钱几乎无关紧要，低利率会奖励那些推迟现在较小利润以支持以后更大利润的公司。这是这些股票大幅上涨的基础。</blockquote></p><p>Higher interest rates reverse that trend. Suddenly, companies will get rewarded for producing results now rather than later. Valuations on companies that will take years to play out will take a hit.</p><p><blockquote>更高的利率扭转了这一趋势。突然之间，公司将因现在而不是以后取得成果而获得奖励。需要数年时间才能发挥作用的公司的估值将受到打击。</blockquote></p><p><b>Seize the opportunity</b></p><p><blockquote><b>抓住机遇</b></blockquote></p><p>For long-term investors, that actually might be good news. It would signal that the stock price declines aren't about fears that companies aren't going to be able to live up to their full potential. Rather, it just reduces the value put on those same strong future results.</p><p><blockquote>对于长期投资者来说，这实际上可能是个好消息。这将表明股价下跌并不是因为担心公司无法充分发挥潜力。相反，它只是降低了同样强劲的未来业绩的价值。</blockquote></p><p>If you can get the same strong business at a discount, you should jump at the chance. That's the advantage long-term investors have, and now's the time to look closely at some of the stocks the rest of the market is giving up on.</p><p><blockquote>如果你能以折扣价获得同样强劲的业务，你应该抓住这个机会。这是长期投资者拥有的优势，现在是时候密切关注市场其他人正在放弃的一些股票了。</blockquote></p><p></p>","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>Why Are the Nasdaq's Highest-Growth Stocks Panicking About a Strong Economy?<blockquote>为什么纳斯达克增长最快的股票对强劲的经济感到恐慌？</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\">\nWhy Are the Nasdaq's Highest-Growth Stocks Panicking About a Strong Economy?<blockquote>为什么纳斯达克增长最快的股票对强劲的经济感到恐慌？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> Motley Fool</strong><span class=\"h-time small\">2021-03-19 10:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The answer may lie in a simple concept.</p><p><blockquote>答案可能在于一个简单的概念。</blockquote></p><p>The&nbsp;<b>Nasdaq Composite</b>&nbsp;(NASDAQINDEX:^IXIC)&nbsp;was the stock market leader throughout most of 2020, powering ahead to much greater gains than its fellow major benchmarks. In particular, high-growth stocks that were able to hold up well despite the recessionary conditions in the broader economy stood out as big winners and rewarded their shareholders handsomely.</p><p><blockquote>The<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）在2020年的大部分时间里都是股市的领头羊，其涨幅远高于其他主要基准。特别是，尽管整体经济陷入衰退，但仍能保持良好表现的高增长股票成为大赢家，并为股东带来丰厚回报。</blockquote></p><p>However, that narrative has changed lately.on Thursday, the Nasdaq was down another 3%, building on losses that have taken the index into correction territory even as other benchmarks were at or near record highs. Moreover, it seems as though the Nasdaq is falling even though Fed chair Jerome Powell told investors Wednesday that the economy appeared to be in solid shape.</p><p><blockquote>然而，这种说法最近发生了变化。周四，纳斯达克又下跌了3%，尽管其他基准指数处于或接近历史高位，但该指数仍进入回调区域。此外，尽管美联储主席Jerome Powell周三告诉投资者，经济似乎状况良好，但纳斯达克似乎正在下跌。</blockquote></p><p>There's one possible answer for this apparent disconnect. If investors are actually paying attention to a common way of valuing&nbsp;high-growth stocks, then the Fed's nonchalance about a key impact that a stronger economy could bring might explain the near-panic among shareholders of those stocks.</p><p><blockquote>对于这种明显的脱节，有一个可能的答案。如果投资者真的在关注一种对高增长股票估值的常见方式，那么美联储对经济走强可能带来的关键影响的漠不关心可能解释了这些股票股东近乎恐慌的原因。</blockquote></p><p><b>More damage in high-growth stocks</b></p><p><blockquote><b>高增长股票遭受更多损失</b></blockquote></p><p>To be clear, Thursday's declines weren't monumental by themselves.<b>Tesla</b>&nbsp;(NASDAQ:TSLA), for instance, was down just 7%.<b>MercadoLibre</b>&nbsp;(NASDAQ:MELI)&nbsp;saw a 6.6% slump, while&nbsp;<b>Zoom Video Communications</b>&nbsp;(NASDAQ:ZM)&nbsp;lost 6% and&nbsp;<b>Atlassian</b>&nbsp;(NASDAQ:TEAM)&nbsp;took a 6.3% hit.</p><p><blockquote>需要明确的是，周四的跌幅本身并不巨大。<b>特斯拉</b>例如，（纳斯达克：TSLA）仅下跌7%。<b>自由市场</b>（纳斯达克：MELI）下跌6.6%，而<b>Zoom Video通信公司</b>（纳斯达克：ZM）下跌6%<b>Atlassian</b>（纳斯达克：团队）遭受了6.3%的打击。</blockquote></p><p>However, those declines are just the latest in a series of drops for these stocks and many like them. Tesla is trading about 27% lower than its all-time highs from just a couple months ago. Zoom has given up roughly 46% from its record levels late last year. The move seems to reveal skepticism about whether the growth stocks have seen their shares rise too far, too quickly.</p><p><blockquote>然而，这些下跌只是这些股票以及许多类似股票的一系列下跌中的最新一起。特斯拉的股价比几个月前的历史高点低了约27%。Zoom已较去年年底的创纪录水平下跌了约46%。此举似乎揭示了人们对成长型股票股价是否上涨过快、过快的怀疑。</blockquote></p><p><b>What the Fed has to do with high-growth stocks</b></p><p><blockquote><b>美联储与高增长股票有什么关系</b></blockquote></p><p>It might seem as though the&nbsp;Federal Reserve's actions&nbsp;wouldn't necessarily have any impact on high-growth stocks. Investor interest in these companies has been so high that access to capital hasn't been a problem. Many of them have more than enough cash to make it through tough times in the future, and some of them are even cash-flow positive and can sustain themselves simply by maintaining current business levels.</p><p><blockquote>美联储的行动似乎不一定会对高增长股票产生任何影响。投资者对这些公司的兴趣如此之高，以至于获得资本不是问题。他们中的许多人拥有足够的现金来度过未来的艰难时期，其中一些人甚至现金流为正，只需维持当前的业务水平就可以维持自己。</blockquote></p><p>However, the recent rise in interest rates due to inflationary fears has been troubling to investors. One potential impact is that if you value a company based on the discounted value of its future financial results, then higher interest rates make the performance that comes further into the future less valuable. With rates at zero, it almost doesn't matter from a valuation standpoint whether a company makes money now or five years from now, and low rates reward companies that defer smaller profits now in favor of larger profits later. That's been the basis for the huge run-ups in these stocks.</p><p><blockquote>然而，最近因通胀担忧而导致的利率上升令投资者感到不安。一个潜在的影响是，如果你根据一家公司未来财务业绩的贴现价值来评估其价值，那么较高的利率会使未来的业绩变得不那么有价值。在利率为零的情况下，从估值的角度来看，一家公司是现在赚钱还是五年后赚钱几乎无关紧要，低利率会奖励那些推迟现在较小利润以支持以后更大利润的公司。这是这些股票大幅上涨的基础。</blockquote></p><p>Higher interest rates reverse that trend. Suddenly, companies will get rewarded for producing results now rather than later. Valuations on companies that will take years to play out will take a hit.</p><p><blockquote>更高的利率扭转了这一趋势。突然之间，公司将因现在而不是以后取得成果而获得奖励。需要数年时间才能发挥作用的公司的估值将受到打击。</blockquote></p><p><b>Seize the opportunity</b></p><p><blockquote><b>抓住机遇</b></blockquote></p><p>For long-term investors, that actually might be good news. It would signal that the stock price declines aren't about fears that companies aren't going to be able to live up to their full potential. Rather, it just reduces the value put on those same strong future results.</p><p><blockquote>对于长期投资者来说，这实际上可能是个好消息。这将表明股价下跌并不是因为担心公司无法充分发挥潜力。相反，它只是降低了同样强劲的未来业绩的价值。</blockquote></p><p>If you can get the same strong business at a discount, you should jump at the chance. That's the advantage long-term investors have, and now's the time to look closely at some of the stocks the rest of the market is giving up on.</p><p><blockquote>如果你能以折扣价获得同样强劲的业务，你应该抓住这个机会。这是长期投资者拥有的优势，现在是时候密切关注市场其他人正在放弃的一些股票了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/18/why-are-the-nasdaqs-highest-growth-stocks-panickin/\"> Motley Fool</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":{"ZM":"Zoom","TSLA":"特斯拉",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2021/03/18/why-are-the-nasdaqs-highest-growth-stocks-panickin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193357878","content_text":"The answer may lie in a simple concept.The Nasdaq Composite (NASDAQINDEX:^IXIC) was the stock market leader throughout most of 2020, powering ahead to much greater gains than its fellow major benchmarks. In particular, high-growth stocks that were able to hold up well despite the recessionary conditions in the broader economy stood out as big winners and rewarded their shareholders handsomely.However, that narrative has changed lately.on Thursday, the Nasdaq was down another 3%, building on losses that have taken the index into correction territory even as other benchmarks were at or near record highs. Moreover, it seems as though the Nasdaq is falling even though Fed chair Jerome Powell told investors Wednesday that the economy appeared to be in solid shape.There's one possible answer for this apparent disconnect. If investors are actually paying attention to a common way of valuing high-growth stocks, then the Fed's nonchalance about a key impact that a stronger economy could bring might explain the near-panic among shareholders of those stocks.More damage in high-growth stocksTo be clear, Thursday's declines weren't monumental by themselves.Tesla (NASDAQ:TSLA), for instance, was down just 7%.MercadoLibre (NASDAQ:MELI) saw a 6.6% slump, while Zoom Video Communications (NASDAQ:ZM) lost 6% and Atlassian (NASDAQ:TEAM) took a 6.3% hit.However, those declines are just the latest in a series of drops for these stocks and many like them. Tesla is trading about 27% lower than its all-time highs from just a couple months ago. Zoom has given up roughly 46% from its record levels late last year. The move seems to reveal skepticism about whether the growth stocks have seen their shares rise too far, too quickly.What the Fed has to do with high-growth stocksIt might seem as though the Federal Reserve's actions wouldn't necessarily have any impact on high-growth stocks. Investor interest in these companies has been so high that access to capital hasn't been a problem. Many of them have more than enough cash to make it through tough times in the future, and some of them are even cash-flow positive and can sustain themselves simply by maintaining current business levels.However, the recent rise in interest rates due to inflationary fears has been troubling to investors. One potential impact is that if you value a company based on the discounted value of its future financial results, then higher interest rates make the performance that comes further into the future less valuable. With rates at zero, it almost doesn't matter from a valuation standpoint whether a company makes money now or five years from now, and low rates reward companies that defer smaller profits now in favor of larger profits later. That's been the basis for the huge run-ups in these stocks.Higher interest rates reverse that trend. Suddenly, companies will get rewarded for producing results now rather than later. Valuations on companies that will take years to play out will take a hit.Seize the opportunityFor long-term investors, that actually might be good news. It would signal that the stock price declines aren't about fears that companies aren't going to be able to live up to their full potential. Rather, it just reduces the value put on those same strong future results.If you can get the same strong business at a discount, you should jump at the chance. That's the advantage long-term investors have, and now's the time to look closely at some of the stocks the rest of the market is giving up on.","news_type":1,"symbols_score_info":{"TSLA":0.9,".SPX":0.9,".IXIC":0.9,"ZM":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325532736,"gmtCreate":1615905574825,"gmtModify":1703494866346,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Disney hmm","listText":"Disney hmm","text":"Disney hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325532736","repostId":"1168347069","repostType":4,"repost":{"id":"1168347069","kind":"news","pubTimestamp":1615897268,"share":"https://www.laohu8.com/m/news/1168347069?lang=zh_CN&edition=full","pubTime":"2021-03-16 20:21","market":"us","language":"en","title":"Betting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168347069","media":"marketwatch","summary":"Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first t","content":"<p>Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.</p><p><blockquote>这是一个可能的解除警报信号。美国银行在最新的基金经理调查中表示，COVID-19不再是投资者的“尾部风险”，这是自2020年2月以来的首次。尾部风险是一种不太可能发生的事件，可能会导致巨额损失或收益。</blockquote></p><p>Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.</p><p><blockquote>与此同时，美联储为期两天的政策会议将于周二开始，投资者将密切关注任何可能削弱股市的鹰派信号。盘前表现出一些好坏参半的走势，尽管许多人仍然坚持大流行后繁荣的想法，至少在美国，随着疫苗接种的推出。</blockquote></p><p>That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&amp;P 500SPX,+0.65%and those stocks geared toward a recovery. Our<b>call of the day</b>comes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.</p><p><blockquote>这使得道琼斯工业平均指数DJIA上涨0.53%，标准普尔500SPX上涨0.65%，这些股票有望复苏。我们的<b>今日看涨期权</b>来自美国银行的策略师，他们提供了17只股票来购买他们认为即将到来的三个R——复苏、通货再膨胀和重新评级。</blockquote></p><p>Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.</p><p><blockquote>策略师Jill Carey、Savita Subramanian和Ohsung Kwon表示，经济已经达到周期中期阶段，通胀通常最强劲。在之前的此类阶段，排除科技泡沫，小盘股的表现优于大盘股，价值股的表现优于增长股。</blockquote></p><p><img src=\"https://static.tigerbbs.com/b6117c062f29f9a5e3173d092d24e4c2\" tg-width=\"620\" tg-height=\"419\" referrerpolicy=\"no-referrer\">The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.</p><p><blockquote>美国银行团队表示，喜欢这些股票有两个原因：他们强调的许多公司仍然不贵，而且主动型基金没有为通胀上升做好准备，与小型股相比，大型股的敞口更大。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d7a28d2041b51a3be5539b6a676e6380\" tg-width=\"620\" tg-height=\"637\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/81014f4999b80a903f0dedf147571af5\" tg-width=\"620\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Onto the stocks (nearly half are small-to-midcap companies)…</p><p><blockquote>股票（近一半是中小型公司）……</blockquote></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a> — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.</p><p><blockquote><a href=\"https://laohu8.com/S/AA\">美国铝业</a>-美国银行将该矿商的股价目标定为37美元。铝价可能会出现任何一种走势，但全球需求增长对美国铝业来说是一个利好。</blockquote></p><p><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.</p><p><blockquote><a href=\"https://laohu8.com/S/AXTA\">艾仕得涂料</a>-全球涂料集团的股价目标为37英镑。汽车复苏的步伐将是关键，美元走强和原材料成本下降可能是一个推动力。</blockquote></p><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.</p><p><blockquote><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>-股价目标550美元。这家半导体公司面临的风险包括对美中贸易关系的敏感性以及网络、智能手机和其他市场的竞争。</blockquote></p><p><a href=\"https://laohu8.com/S/HES\">Hess</a> — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.</p><p><blockquote><a href=\"https://laohu8.com/S/HES\">赫斯</a>-股价目标95美元。这家能源公司面临的风险包括石油和天然气价格以及钻探发展放缓。</blockquote></p><p><a href=\"https://laohu8.com/S/MAR\">Marriott</a> International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.</p><p><blockquote><a href=\"https://laohu8.com/S/MAR\">万豪酒店</a>国际-股价目标150美元。经济疲软以及企业和消费者的支出低于预期是这家酒店公司面临的风险之一。</blockquote></p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>-这家拥有“同类最佳资产”的娱乐巨头的目标价为223美元。下行风险包括人们决定不再订阅有线电视导致ESPN增长放缓、消费者信心减弱以及主题公园上座率低。也要小心潜在的电影失败。</blockquote></p><p>As for the rest, they like <a href=\"https://laohu8.com/S/CNHI\">CNH Industrial NV</a> ,<a href=\"https://laohu8.com/S/CMCSA\">Comcast</a>,&nbsp;<a href=\"https://laohu8.com/S/EMR\">Emerson</a>,&nbsp;<a href=\"https://laohu8.com/S/HRI\">Herc</a>,&nbsp;<a href=\"https://laohu8.com/S/KNX\">Knight Transportation</a>,&nbsp;<a href=\"https://laohu8.com/S/OXY\">Occidental</a>,&nbsp;<a href=\"https://laohu8.com/S/PH\">Parker Hannifin</a>,&nbsp;<a href=\"https://laohu8.com/S/PFG\">Principal</a>,&nbsp;<a href=\"https://laohu8.com/S/RHI\">Robert Half</a>,&nbsp;<a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>,&nbsp;and <a href=\"https://laohu8.com/S/INT\">World Fuel</a>.</p><p><blockquote>至于其余的，他们喜欢<a href=\"https://laohu8.com/S/CNHI\">CNH工业公司</a>,<a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a>, <a href=\"https://laohu8.com/S/EMR\">爱默生</a>, <a href=\"https://laohu8.com/S/HRI\">Herc</a>, <a href=\"https://laohu8.com/S/KNX\">骑士运输</a>, <a href=\"https://laohu8.com/S/OXY\">西方</a>, <a href=\"https://laohu8.com/S/PH\">帕克·汉尼芬</a>, <a href=\"https://laohu8.com/S/PFG\">主要的</a>, <a href=\"https://laohu8.com/S/RHI\">罗伯特·哈尔夫</a>, <a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>，和<a href=\"https://laohu8.com/S/INT\">世界燃料</a>.</blockquote></p><p><b>The chart</b></p><p><blockquote><b>图表</b></blockquote></p><p>Here’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.</p><p><blockquote>这是美国银行最新月度基金经理调查中“尾部风险”图表。更大的风险是高于预期的通胀和债券市场的“发脾气”。</blockquote></p><p><img src=\"https://static.tigerbbs.com/38dac50b8ff480325fe553c1ad2298f4\" tg-width=\"620\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p>Stock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.</p><p><blockquote>股票期货SYM00, 0.01%ES00, 0.14%NQ00,+0.54%略有波动，但欧洲股市走高XXP,+0.63%。这也是亚洲市场上涨的一天。其他方面，oilCL.1,-1.12%和美元DXY,-0.14%走软，比特币BTCUSD,-2.09%进一步远离周末触及的60,000美元。</blockquote></p><p><b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p>Retail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.</p><p><blockquote>零售额和进口价格将在市场开盘前公布，随后是工业生产和全国住宅建筑商协会指数。除了美联储会议启动外，投资者还将关注20年期国债拍卖的结果。</blockquote></p><p></p><p>Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”</p><p><blockquote>全球最大对冲基金公司桥水基金的创始人雷·达里奥宣称投资债券是“愚蠢的”，投资者应该坚持“多元化的投资组合”。</blockquote></p><p>AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.</p><p><blockquote>杰富瑞(Jefferies)将阿斯利康(AstraZenecaAZN)的评级从持有上调至买入后，该公司股价走高。阿斯利康(AstraZeneca)一直处于困境，因为有报道称接种疫苗会导致血栓，几个欧洲国家暂停了COVID-19疫苗接种。</blockquote></p><p>Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.</p><p><blockquote>芬兰电信集团诺基亚诺基亚，+0.57%挪威克朗，+1.90%正在裁员10,000人，以在两年内节省7.16亿美元。</blockquote></p><p>A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.</p><p><blockquote>美国政府公路安全局的一个小组正前往底特律调查一起“暴力”事故，此前一辆特斯拉TSLA,+2.05%车辆在一辆半挂车下行驶，造成两人重伤。</blockquote></p><p></p>","source":"market_watch","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>Betting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</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\">\nBetting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-03-16 20:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.</p><p><blockquote>这是一个可能的解除警报信号。美国银行在最新的基金经理调查中表示，COVID-19不再是投资者的“尾部风险”，这是自2020年2月以来的首次。尾部风险是一种不太可能发生的事件，可能会导致巨额损失或收益。</blockquote></p><p>Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.</p><p><blockquote>与此同时，美联储为期两天的政策会议将于周二开始，投资者将密切关注任何可能削弱股市的鹰派信号。盘前表现出一些好坏参半的走势，尽管许多人仍然坚持大流行后繁荣的想法，至少在美国，随着疫苗接种的推出。</blockquote></p><p>That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&amp;P 500SPX,+0.65%and those stocks geared toward a recovery. Our<b>call of the day</b>comes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.</p><p><blockquote>这使得道琼斯工业平均指数DJIA上涨0.53%，标准普尔500SPX上涨0.65%，这些股票有望复苏。我们的<b>今日看涨期权</b>来自美国银行的策略师，他们提供了17只股票来购买他们认为即将到来的三个R——复苏、通货再膨胀和重新评级。</blockquote></p><p>Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.</p><p><blockquote>策略师Jill Carey、Savita Subramanian和Ohsung Kwon表示，经济已经达到周期中期阶段，通胀通常最强劲。在之前的此类阶段，排除科技泡沫，小盘股的表现优于大盘股，价值股的表现优于增长股。</blockquote></p><p><img src=\"https://static.tigerbbs.com/b6117c062f29f9a5e3173d092d24e4c2\" tg-width=\"620\" tg-height=\"419\" referrerpolicy=\"no-referrer\">The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.</p><p><blockquote>美国银行团队表示，喜欢这些股票有两个原因：他们强调的许多公司仍然不贵，而且主动型基金没有为通胀上升做好准备，与小型股相比，大型股的敞口更大。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d7a28d2041b51a3be5539b6a676e6380\" tg-width=\"620\" tg-height=\"637\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/81014f4999b80a903f0dedf147571af5\" tg-width=\"620\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Onto the stocks (nearly half are small-to-midcap companies)…</p><p><blockquote>股票（近一半是中小型公司）……</blockquote></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a> — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.</p><p><blockquote><a href=\"https://laohu8.com/S/AA\">美国铝业</a>-美国银行将该矿商的股价目标定为37美元。铝价可能会出现任何一种走势，但全球需求增长对美国铝业来说是一个利好。</blockquote></p><p><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.</p><p><blockquote><a href=\"https://laohu8.com/S/AXTA\">艾仕得涂料</a>-全球涂料集团的股价目标为37英镑。汽车复苏的步伐将是关键，美元走强和原材料成本下降可能是一个推动力。</blockquote></p><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.</p><p><blockquote><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>-股价目标550美元。这家半导体公司面临的风险包括对美中贸易关系的敏感性以及网络、智能手机和其他市场的竞争。</blockquote></p><p><a href=\"https://laohu8.com/S/HES\">Hess</a> — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.</p><p><blockquote><a href=\"https://laohu8.com/S/HES\">赫斯</a>-股价目标95美元。这家能源公司面临的风险包括石油和天然气价格以及钻探发展放缓。</blockquote></p><p><a href=\"https://laohu8.com/S/MAR\">Marriott</a> International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.</p><p><blockquote><a href=\"https://laohu8.com/S/MAR\">万豪酒店</a>国际-股价目标150美元。经济疲软以及企业和消费者的支出低于预期是这家酒店公司面临的风险之一。</blockquote></p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>-这家拥有“同类最佳资产”的娱乐巨头的目标价为223美元。下行风险包括人们决定不再订阅有线电视导致ESPN增长放缓、消费者信心减弱以及主题公园上座率低。也要小心潜在的电影失败。</blockquote></p><p>As for the rest, they like <a href=\"https://laohu8.com/S/CNHI\">CNH Industrial NV</a> ,<a href=\"https://laohu8.com/S/CMCSA\">Comcast</a>,&nbsp;<a href=\"https://laohu8.com/S/EMR\">Emerson</a>,&nbsp;<a href=\"https://laohu8.com/S/HRI\">Herc</a>,&nbsp;<a href=\"https://laohu8.com/S/KNX\">Knight Transportation</a>,&nbsp;<a href=\"https://laohu8.com/S/OXY\">Occidental</a>,&nbsp;<a href=\"https://laohu8.com/S/PH\">Parker Hannifin</a>,&nbsp;<a href=\"https://laohu8.com/S/PFG\">Principal</a>,&nbsp;<a href=\"https://laohu8.com/S/RHI\">Robert Half</a>,&nbsp;<a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>,&nbsp;and <a href=\"https://laohu8.com/S/INT\">World Fuel</a>.</p><p><blockquote>至于其余的，他们喜欢<a href=\"https://laohu8.com/S/CNHI\">CNH工业公司</a>,<a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a>, <a href=\"https://laohu8.com/S/EMR\">爱默生</a>, <a href=\"https://laohu8.com/S/HRI\">Herc</a>, <a href=\"https://laohu8.com/S/KNX\">骑士运输</a>, <a href=\"https://laohu8.com/S/OXY\">西方</a>, <a href=\"https://laohu8.com/S/PH\">帕克·汉尼芬</a>, <a href=\"https://laohu8.com/S/PFG\">主要的</a>, <a href=\"https://laohu8.com/S/RHI\">罗伯特·哈尔夫</a>, <a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>，和<a href=\"https://laohu8.com/S/INT\">世界燃料</a>.</blockquote></p><p><b>The chart</b></p><p><blockquote><b>图表</b></blockquote></p><p>Here’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.</p><p><blockquote>这是美国银行最新月度基金经理调查中“尾部风险”图表。更大的风险是高于预期的通胀和债券市场的“发脾气”。</blockquote></p><p><img src=\"https://static.tigerbbs.com/38dac50b8ff480325fe553c1ad2298f4\" tg-width=\"620\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p>Stock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.</p><p><blockquote>股票期货SYM00, 0.01%ES00, 0.14%NQ00,+0.54%略有波动，但欧洲股市走高XXP,+0.63%。这也是亚洲市场上涨的一天。其他方面，oilCL.1,-1.12%和美元DXY,-0.14%走软，比特币BTCUSD,-2.09%进一步远离周末触及的60,000美元。</blockquote></p><p><b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p>Retail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.</p><p><blockquote>零售额和进口价格将在市场开盘前公布，随后是工业生产和全国住宅建筑商协会指数。除了美联储会议启动外，投资者还将关注20年期国债拍卖的结果。</blockquote></p><p></p><p>Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”</p><p><blockquote>全球最大对冲基金公司桥水基金的创始人雷·达里奥宣称投资债券是“愚蠢的”，投资者应该坚持“多元化的投资组合”。</blockquote></p><p>AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.</p><p><blockquote>杰富瑞(Jefferies)将阿斯利康(AstraZenecaAZN)的评级从持有上调至买入后，该公司股价走高。阿斯利康(AstraZeneca)一直处于困境，因为有报道称接种疫苗会导致血栓，几个欧洲国家暂停了COVID-19疫苗接种。</blockquote></p><p>Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.</p><p><blockquote>芬兰电信集团诺基亚诺基亚，+0.57%挪威克朗，+1.90%正在裁员10,000人，以在两年内节省7.16亿美元。</blockquote></p><p>A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.</p><p><blockquote>美国政府公路安全局的一个小组正前往底特律调查一起“暴力”事故，此前一辆特斯拉TSLA,+2.05%车辆在一辆半挂车下行驶，造成两人重伤。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/betting-on-the-post-pandemic-boom-bank-of-america-has-17-stock-recommendations-11615893669?siteid=yhoof2\">marketwatch</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":{},"source_url":"https://www.marketwatch.com/story/betting-on-the-post-pandemic-boom-bank-of-america-has-17-stock-recommendations-11615893669?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1168347069","content_text":"Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&P 500SPX,+0.65%and those stocks geared toward a recovery. Ourcall of the daycomes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.Onto the stocks (nearly half are small-to-midcap companies)…Alcoa — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.Axalta Coating — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.Broadcom — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.Hess — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.Marriott International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.Walt Disney — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.As for the rest, they like CNH Industrial NV ,Comcast, Emerson, Herc, Knight Transportation, Occidental, Parker Hannifin, Principal, Robert Half, Union Pacific, and World Fuel.The chartHere’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.The marketsStock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.The buzzRetail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322979829,"gmtCreate":1615770280161,"gmtModify":1703492670981,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322979829","repostId":"1106822661","repostType":4,"isVote":1,"tweetType":1,"viewCount":4579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326687142,"gmtCreate":1615634289486,"gmtModify":1703491787432,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326687142","repostId":"2118630979","repostType":2,"isVote":1,"tweetType":1,"viewCount":3266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328464758,"gmtCreate":1615553057874,"gmtModify":1703490813057,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328464758","repostId":"2118950916","repostType":4,"isVote":1,"tweetType":1,"viewCount":3239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328693162,"gmtCreate":1615517346156,"gmtModify":1703490313183,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328693162","repostId":"1134483939","repostType":4,"isVote":1,"tweetType":1,"viewCount":4824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328302803,"gmtCreate":1615484961002,"gmtModify":1703489882668,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328302803","repostId":"2118984296","repostType":4,"isVote":1,"tweetType":1,"viewCount":4524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329479653,"gmtCreate":1615275559772,"gmtModify":1703486589838,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329479653","repostId":"1120347289","repostType":4,"isVote":1,"tweetType":1,"viewCount":3270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320744204,"gmtCreate":1615182632808,"gmtModify":1703485306423,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Interesting. Just to comment","listText":"Interesting. Just to comment","text":"Interesting. Just to comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320744204","repostId":"1171938400","repostType":4,"repost":{"id":"1171938400","kind":"news","pubTimestamp":1615173896,"share":"https://www.laohu8.com/m/news/1171938400?lang=zh_CN&edition=full","pubTime":"2021-03-08 11:24","market":"us","language":"en","title":"Tesla To Unveil Updated Cybertruck In Coming Quarter<blockquote>特斯拉将在下个季度推出更新版Cybertruck</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171938400","media":"Benzinga","summary":"Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck wil","content":"<p><div> Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter. What Happened: The entrepreneur teased the reveal of the electric...</p><p><blockquote><div>特斯拉公司首席执行官Elon Musk周末表示，即将推出的Cybertruck的更新版本将于下一季度亮相。发生了什么：这位企业家取笑了电动的...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Tesla To Unveil Updated Cybertruck In Coming Quarter<blockquote>特斯拉将在下个季度推出更新版Cybertruck</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\">\nTesla To Unveil Updated Cybertruck In Coming Quarter<blockquote>特斯拉将在下个季度推出更新版Cybertruck</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-08 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter. What Happened: The entrepreneur teased the reveal of the electric...</p><p><blockquote><div>特斯拉公司首席执行官Elon Musk周末表示，即将推出的Cybertruck的更新版本将于下一季度亮相。发生了什么：这位企业家取笑了电动的...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">Benzinga</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":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171938400","content_text":"Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter.\nWhat Happened: The entrepreneur teased the reveal of the electric pickup in a tweet.\n\nMusk said the present focus has to be on building the Gigafactory in Texas where the vehicle will be built.\nWhy It Matters: In October last year, Musk had said that theCybertruckwas going to be “better than what we showed.”\nThe highly anticipated vehicle wasfirst unveiledin November 2019 and was put up for sale on the Tesla website for $39,900 without added incentives.\nIn May last year, Musk went on adrive with comedian Jay Lenoand at the time Musk had said about the vehicle they drove that it was “pretty close” to the final version, but the proportions needed to be 5% smaller to fit in a standard garage.\nPrice Action: Tesla shares closed nearly 3.8% lower at $597.95 on Friday and fell 0.28% in the after-hours trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320118752,"gmtCreate":1615040336776,"gmtModify":1703484386555,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Comment and share","listText":"Comment and share","text":"Comment and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320118752","repostId":"1182430321","repostType":4,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320118465,"gmtCreate":1615040291257,"gmtModify":1703484386207,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"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/320118465","repostId":"1169596583","repostType":4,"repost":{"id":"1169596583","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614958557,"share":"https://www.laohu8.com/m/news/1169596583?lang=zh_CN&edition=full","pubTime":"2021-03-05 23:35","market":"us","language":"en","title":"Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169596583","media":"老虎资讯综合","summary":"(March 5)&nbsp;Palantir plunged more than 13%.","content":"<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","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>Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</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\">\nPalantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-05 23:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169596583","content_text":"(March 5) Palantir plunged more than 13%.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":328693162,"gmtCreate":1615517346156,"gmtModify":1703490313183,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328693162","repostId":"1134483939","repostType":4,"isVote":1,"tweetType":1,"viewCount":4824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325532736,"gmtCreate":1615905574825,"gmtModify":1703494866346,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Disney hmm","listText":"Disney hmm","text":"Disney hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325532736","repostId":"1168347069","repostType":4,"repost":{"id":"1168347069","kind":"news","pubTimestamp":1615897268,"share":"https://www.laohu8.com/m/news/1168347069?lang=zh_CN&edition=full","pubTime":"2021-03-16 20:21","market":"us","language":"en","title":"Betting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168347069","media":"marketwatch","summary":"Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first t","content":"<p>Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.</p><p><blockquote>这是一个可能的解除警报信号。美国银行在最新的基金经理调查中表示，COVID-19不再是投资者的“尾部风险”，这是自2020年2月以来的首次。尾部风险是一种不太可能发生的事件，可能会导致巨额损失或收益。</blockquote></p><p>Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.</p><p><blockquote>与此同时，美联储为期两天的政策会议将于周二开始，投资者将密切关注任何可能削弱股市的鹰派信号。盘前表现出一些好坏参半的走势，尽管许多人仍然坚持大流行后繁荣的想法，至少在美国，随着疫苗接种的推出。</blockquote></p><p>That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&amp;P 500SPX,+0.65%and those stocks geared toward a recovery. Our<b>call of the day</b>comes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.</p><p><blockquote>这使得道琼斯工业平均指数DJIA上涨0.53%，标准普尔500SPX上涨0.65%，这些股票有望复苏。我们的<b>今日看涨期权</b>来自美国银行的策略师，他们提供了17只股票来购买他们认为即将到来的三个R——复苏、通货再膨胀和重新评级。</blockquote></p><p>Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.</p><p><blockquote>策略师Jill Carey、Savita Subramanian和Ohsung Kwon表示，经济已经达到周期中期阶段，通胀通常最强劲。在之前的此类阶段，排除科技泡沫，小盘股的表现优于大盘股，价值股的表现优于增长股。</blockquote></p><p><img src=\"https://static.tigerbbs.com/b6117c062f29f9a5e3173d092d24e4c2\" tg-width=\"620\" tg-height=\"419\" referrerpolicy=\"no-referrer\">The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.</p><p><blockquote>美国银行团队表示，喜欢这些股票有两个原因：他们强调的许多公司仍然不贵，而且主动型基金没有为通胀上升做好准备，与小型股相比，大型股的敞口更大。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d7a28d2041b51a3be5539b6a676e6380\" tg-width=\"620\" tg-height=\"637\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/81014f4999b80a903f0dedf147571af5\" tg-width=\"620\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Onto the stocks (nearly half are small-to-midcap companies)…</p><p><blockquote>股票（近一半是中小型公司）……</blockquote></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a> — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.</p><p><blockquote><a href=\"https://laohu8.com/S/AA\">美国铝业</a>-美国银行将该矿商的股价目标定为37美元。铝价可能会出现任何一种走势，但全球需求增长对美国铝业来说是一个利好。</blockquote></p><p><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.</p><p><blockquote><a href=\"https://laohu8.com/S/AXTA\">艾仕得涂料</a>-全球涂料集团的股价目标为37英镑。汽车复苏的步伐将是关键，美元走强和原材料成本下降可能是一个推动力。</blockquote></p><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.</p><p><blockquote><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>-股价目标550美元。这家半导体公司面临的风险包括对美中贸易关系的敏感性以及网络、智能手机和其他市场的竞争。</blockquote></p><p><a href=\"https://laohu8.com/S/HES\">Hess</a> — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.</p><p><blockquote><a href=\"https://laohu8.com/S/HES\">赫斯</a>-股价目标95美元。这家能源公司面临的风险包括石油和天然气价格以及钻探发展放缓。</blockquote></p><p><a href=\"https://laohu8.com/S/MAR\">Marriott</a> International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.</p><p><blockquote><a href=\"https://laohu8.com/S/MAR\">万豪酒店</a>国际-股价目标150美元。经济疲软以及企业和消费者的支出低于预期是这家酒店公司面临的风险之一。</blockquote></p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>-这家拥有“同类最佳资产”的娱乐巨头的目标价为223美元。下行风险包括人们决定不再订阅有线电视导致ESPN增长放缓、消费者信心减弱以及主题公园上座率低。也要小心潜在的电影失败。</blockquote></p><p>As for the rest, they like <a href=\"https://laohu8.com/S/CNHI\">CNH Industrial NV</a> ,<a href=\"https://laohu8.com/S/CMCSA\">Comcast</a>,&nbsp;<a href=\"https://laohu8.com/S/EMR\">Emerson</a>,&nbsp;<a href=\"https://laohu8.com/S/HRI\">Herc</a>,&nbsp;<a href=\"https://laohu8.com/S/KNX\">Knight Transportation</a>,&nbsp;<a href=\"https://laohu8.com/S/OXY\">Occidental</a>,&nbsp;<a href=\"https://laohu8.com/S/PH\">Parker Hannifin</a>,&nbsp;<a href=\"https://laohu8.com/S/PFG\">Principal</a>,&nbsp;<a href=\"https://laohu8.com/S/RHI\">Robert Half</a>,&nbsp;<a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>,&nbsp;and <a href=\"https://laohu8.com/S/INT\">World Fuel</a>.</p><p><blockquote>至于其余的，他们喜欢<a href=\"https://laohu8.com/S/CNHI\">CNH工业公司</a>,<a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a>, <a href=\"https://laohu8.com/S/EMR\">爱默生</a>, <a href=\"https://laohu8.com/S/HRI\">Herc</a>, <a href=\"https://laohu8.com/S/KNX\">骑士运输</a>, <a href=\"https://laohu8.com/S/OXY\">西方</a>, <a href=\"https://laohu8.com/S/PH\">帕克·汉尼芬</a>, <a href=\"https://laohu8.com/S/PFG\">主要的</a>, <a href=\"https://laohu8.com/S/RHI\">罗伯特·哈尔夫</a>, <a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>，和<a href=\"https://laohu8.com/S/INT\">世界燃料</a>.</blockquote></p><p><b>The chart</b></p><p><blockquote><b>图表</b></blockquote></p><p>Here’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.</p><p><blockquote>这是美国银行最新月度基金经理调查中“尾部风险”图表。更大的风险是高于预期的通胀和债券市场的“发脾气”。</blockquote></p><p><img src=\"https://static.tigerbbs.com/38dac50b8ff480325fe553c1ad2298f4\" tg-width=\"620\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p>Stock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.</p><p><blockquote>股票期货SYM00, 0.01%ES00, 0.14%NQ00,+0.54%略有波动，但欧洲股市走高XXP,+0.63%。这也是亚洲市场上涨的一天。其他方面，oilCL.1,-1.12%和美元DXY,-0.14%走软，比特币BTCUSD,-2.09%进一步远离周末触及的60,000美元。</blockquote></p><p><b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p>Retail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.</p><p><blockquote>零售额和进口价格将在市场开盘前公布，随后是工业生产和全国住宅建筑商协会指数。除了美联储会议启动外，投资者还将关注20年期国债拍卖的结果。</blockquote></p><p></p><p>Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”</p><p><blockquote>全球最大对冲基金公司桥水基金的创始人雷·达里奥宣称投资债券是“愚蠢的”，投资者应该坚持“多元化的投资组合”。</blockquote></p><p>AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.</p><p><blockquote>杰富瑞(Jefferies)将阿斯利康(AstraZenecaAZN)的评级从持有上调至买入后，该公司股价走高。阿斯利康(AstraZeneca)一直处于困境，因为有报道称接种疫苗会导致血栓，几个欧洲国家暂停了COVID-19疫苗接种。</blockquote></p><p>Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.</p><p><blockquote>芬兰电信集团诺基亚诺基亚，+0.57%挪威克朗，+1.90%正在裁员10,000人，以在两年内节省7.16亿美元。</blockquote></p><p>A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.</p><p><blockquote>美国政府公路安全局的一个小组正前往底特律调查一起“暴力”事故，此前一辆特斯拉TSLA,+2.05%车辆在一辆半挂车下行驶，造成两人重伤。</blockquote></p><p></p>","source":"market_watch","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>Betting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</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\">\nBetting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-03-16 20:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.</p><p><blockquote>这是一个可能的解除警报信号。美国银行在最新的基金经理调查中表示，COVID-19不再是投资者的“尾部风险”，这是自2020年2月以来的首次。尾部风险是一种不太可能发生的事件，可能会导致巨额损失或收益。</blockquote></p><p>Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.</p><p><blockquote>与此同时，美联储为期两天的政策会议将于周二开始，投资者将密切关注任何可能削弱股市的鹰派信号。盘前表现出一些好坏参半的走势，尽管许多人仍然坚持大流行后繁荣的想法，至少在美国，随着疫苗接种的推出。</blockquote></p><p>That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&amp;P 500SPX,+0.65%and those stocks geared toward a recovery. Our<b>call of the day</b>comes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.</p><p><blockquote>这使得道琼斯工业平均指数DJIA上涨0.53%，标准普尔500SPX上涨0.65%，这些股票有望复苏。我们的<b>今日看涨期权</b>来自美国银行的策略师，他们提供了17只股票来购买他们认为即将到来的三个R——复苏、通货再膨胀和重新评级。</blockquote></p><p>Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.</p><p><blockquote>策略师Jill Carey、Savita Subramanian和Ohsung Kwon表示，经济已经达到周期中期阶段，通胀通常最强劲。在之前的此类阶段，排除科技泡沫，小盘股的表现优于大盘股，价值股的表现优于增长股。</blockquote></p><p><img src=\"https://static.tigerbbs.com/b6117c062f29f9a5e3173d092d24e4c2\" tg-width=\"620\" tg-height=\"419\" referrerpolicy=\"no-referrer\">The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.</p><p><blockquote>美国银行团队表示，喜欢这些股票有两个原因：他们强调的许多公司仍然不贵，而且主动型基金没有为通胀上升做好准备，与小型股相比，大型股的敞口更大。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d7a28d2041b51a3be5539b6a676e6380\" tg-width=\"620\" tg-height=\"637\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/81014f4999b80a903f0dedf147571af5\" tg-width=\"620\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Onto the stocks (nearly half are small-to-midcap companies)…</p><p><blockquote>股票（近一半是中小型公司）……</blockquote></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a> — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.</p><p><blockquote><a href=\"https://laohu8.com/S/AA\">美国铝业</a>-美国银行将该矿商的股价目标定为37美元。铝价可能会出现任何一种走势，但全球需求增长对美国铝业来说是一个利好。</blockquote></p><p><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.</p><p><blockquote><a href=\"https://laohu8.com/S/AXTA\">艾仕得涂料</a>-全球涂料集团的股价目标为37英镑。汽车复苏的步伐将是关键，美元走强和原材料成本下降可能是一个推动力。</blockquote></p><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.</p><p><blockquote><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>-股价目标550美元。这家半导体公司面临的风险包括对美中贸易关系的敏感性以及网络、智能手机和其他市场的竞争。</blockquote></p><p><a href=\"https://laohu8.com/S/HES\">Hess</a> — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.</p><p><blockquote><a href=\"https://laohu8.com/S/HES\">赫斯</a>-股价目标95美元。这家能源公司面临的风险包括石油和天然气价格以及钻探发展放缓。</blockquote></p><p><a href=\"https://laohu8.com/S/MAR\">Marriott</a> International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.</p><p><blockquote><a href=\"https://laohu8.com/S/MAR\">万豪酒店</a>国际-股价目标150美元。经济疲软以及企业和消费者的支出低于预期是这家酒店公司面临的风险之一。</blockquote></p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>-这家拥有“同类最佳资产”的娱乐巨头的目标价为223美元。下行风险包括人们决定不再订阅有线电视导致ESPN增长放缓、消费者信心减弱以及主题公园上座率低。也要小心潜在的电影失败。</blockquote></p><p>As for the rest, they like <a href=\"https://laohu8.com/S/CNHI\">CNH Industrial NV</a> ,<a href=\"https://laohu8.com/S/CMCSA\">Comcast</a>,&nbsp;<a href=\"https://laohu8.com/S/EMR\">Emerson</a>,&nbsp;<a href=\"https://laohu8.com/S/HRI\">Herc</a>,&nbsp;<a href=\"https://laohu8.com/S/KNX\">Knight Transportation</a>,&nbsp;<a href=\"https://laohu8.com/S/OXY\">Occidental</a>,&nbsp;<a href=\"https://laohu8.com/S/PH\">Parker Hannifin</a>,&nbsp;<a href=\"https://laohu8.com/S/PFG\">Principal</a>,&nbsp;<a href=\"https://laohu8.com/S/RHI\">Robert Half</a>,&nbsp;<a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>,&nbsp;and <a href=\"https://laohu8.com/S/INT\">World Fuel</a>.</p><p><blockquote>至于其余的，他们喜欢<a href=\"https://laohu8.com/S/CNHI\">CNH工业公司</a>,<a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a>, <a href=\"https://laohu8.com/S/EMR\">爱默生</a>, <a href=\"https://laohu8.com/S/HRI\">Herc</a>, <a href=\"https://laohu8.com/S/KNX\">骑士运输</a>, <a href=\"https://laohu8.com/S/OXY\">西方</a>, <a href=\"https://laohu8.com/S/PH\">帕克·汉尼芬</a>, <a href=\"https://laohu8.com/S/PFG\">主要的</a>, <a href=\"https://laohu8.com/S/RHI\">罗伯特·哈尔夫</a>, <a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>，和<a href=\"https://laohu8.com/S/INT\">世界燃料</a>.</blockquote></p><p><b>The chart</b></p><p><blockquote><b>图表</b></blockquote></p><p>Here’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.</p><p><blockquote>这是美国银行最新月度基金经理调查中“尾部风险”图表。更大的风险是高于预期的通胀和债券市场的“发脾气”。</blockquote></p><p><img src=\"https://static.tigerbbs.com/38dac50b8ff480325fe553c1ad2298f4\" tg-width=\"620\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p>Stock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.</p><p><blockquote>股票期货SYM00, 0.01%ES00, 0.14%NQ00,+0.54%略有波动，但欧洲股市走高XXP,+0.63%。这也是亚洲市场上涨的一天。其他方面，oilCL.1,-1.12%和美元DXY,-0.14%走软，比特币BTCUSD,-2.09%进一步远离周末触及的60,000美元。</blockquote></p><p><b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p>Retail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.</p><p><blockquote>零售额和进口价格将在市场开盘前公布，随后是工业生产和全国住宅建筑商协会指数。除了美联储会议启动外，投资者还将关注20年期国债拍卖的结果。</blockquote></p><p></p><p>Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”</p><p><blockquote>全球最大对冲基金公司桥水基金的创始人雷·达里奥宣称投资债券是“愚蠢的”，投资者应该坚持“多元化的投资组合”。</blockquote></p><p>AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.</p><p><blockquote>杰富瑞(Jefferies)将阿斯利康(AstraZenecaAZN)的评级从持有上调至买入后，该公司股价走高。阿斯利康(AstraZeneca)一直处于困境，因为有报道称接种疫苗会导致血栓，几个欧洲国家暂停了COVID-19疫苗接种。</blockquote></p><p>Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.</p><p><blockquote>芬兰电信集团诺基亚诺基亚，+0.57%挪威克朗，+1.90%正在裁员10,000人，以在两年内节省7.16亿美元。</blockquote></p><p>A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.</p><p><blockquote>美国政府公路安全局的一个小组正前往底特律调查一起“暴力”事故，此前一辆特斯拉TSLA,+2.05%车辆在一辆半挂车下行驶，造成两人重伤。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/betting-on-the-post-pandemic-boom-bank-of-america-has-17-stock-recommendations-11615893669?siteid=yhoof2\">marketwatch</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":{},"source_url":"https://www.marketwatch.com/story/betting-on-the-post-pandemic-boom-bank-of-america-has-17-stock-recommendations-11615893669?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1168347069","content_text":"Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&P 500SPX,+0.65%and those stocks geared toward a recovery. Ourcall of the daycomes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.Onto the stocks (nearly half are small-to-midcap companies)…Alcoa — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.Axalta Coating — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.Broadcom — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.Hess — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.Marriott International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.Walt Disney — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.As for the rest, they like CNH Industrial NV ,Comcast, Emerson, Herc, Knight Transportation, Occidental, Parker Hannifin, Principal, Robert Half, Union Pacific, and World Fuel.The chartHere’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.The marketsStock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.The buzzRetail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326687142,"gmtCreate":1615634289486,"gmtModify":1703491787432,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326687142","repostId":"2118630979","repostType":2,"isVote":1,"tweetType":1,"viewCount":3266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356804312,"gmtCreate":1616767351536,"gmtModify":1634524103668,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Nikola","listText":"Nikola","text":"Nikola","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356804312","repostId":"1109499191","repostType":4,"repost":{"id":"1109499191","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616766726,"share":"https://www.laohu8.com/m/news/1109499191?lang=zh_CN&edition=full","pubTime":"2021-03-26 21:52","market":"us","language":"en","title":"Some “meme” stocks are flying again.<blockquote>一些“模因”股票再次飞涨。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109499191","media":"Tiger Newspress","summary":"Some “meme” stocks are flying again in Friday morning trading.The shares of NAKD is up 22%,GameStop ","content":"<p>Some “meme” stocks are flying again&nbsp;in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola&nbsp;is&nbsp;up&nbsp;4%&nbsp;and&nbsp;AMC&nbsp;is&nbsp;up&nbsp;3%.</p><p><blockquote>一些“模因”股票在周五早盘交易中再次飞涨。NAKD股价上涨22%，游戏驿站上涨18%，Nikola上涨4%，AMC上涨3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8e92190c4c2210799a5c7eed4a46654\" tg-width=\"377\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","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>Some “meme” stocks are flying again.<blockquote>一些“模因”股票再次飞涨。</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\">\nSome “meme” stocks are flying again.<blockquote>一些“模因”股票再次飞涨。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-03-26 21:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Some “meme” stocks are flying again&nbsp;in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola&nbsp;is&nbsp;up&nbsp;4%&nbsp;and&nbsp;AMC&nbsp;is&nbsp;up&nbsp;3%.</p><p><blockquote>一些“模因”股票在周五早盘交易中再次飞涨。NAKD股价上涨22%，游戏驿站上涨18%，Nikola上涨4%，AMC上涨3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8e92190c4c2210799a5c7eed4a46654\" tg-width=\"377\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109499191","content_text":"Some “meme” stocks are flying again in Friday morning trading.The shares of NAKD is up 22%,GameStop is up 18%，Nikola is up 4% and AMC is up 3%.","news_type":1,"symbols_score_info":{"GME":0.9,"AMC":0.9,"NKLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320744204,"gmtCreate":1615182632808,"gmtModify":1703485306423,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Interesting. Just to comment","listText":"Interesting. Just to comment","text":"Interesting. Just to comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320744204","repostId":"1171938400","repostType":4,"repost":{"id":"1171938400","kind":"news","pubTimestamp":1615173896,"share":"https://www.laohu8.com/m/news/1171938400?lang=zh_CN&edition=full","pubTime":"2021-03-08 11:24","market":"us","language":"en","title":"Tesla To Unveil Updated Cybertruck In Coming Quarter<blockquote>特斯拉将在下个季度推出更新版Cybertruck</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171938400","media":"Benzinga","summary":"Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck wil","content":"<p><div> Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter. What Happened: The entrepreneur teased the reveal of the electric...</p><p><blockquote><div>特斯拉公司首席执行官Elon Musk周末表示，即将推出的Cybertruck的更新版本将于下一季度亮相。发生了什么：这位企业家取笑了电动的...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Tesla To Unveil Updated Cybertruck In Coming Quarter<blockquote>特斯拉将在下个季度推出更新版Cybertruck</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\">\nTesla To Unveil Updated Cybertruck In Coming Quarter<blockquote>特斯拉将在下个季度推出更新版Cybertruck</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-08 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter. What Happened: The entrepreneur teased the reveal of the electric...</p><p><blockquote><div>特斯拉公司首席执行官Elon Musk周末表示，即将推出的Cybertruck的更新版本将于下一季度亮相。发生了什么：这位企业家取笑了电动的...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">Benzinga</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":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171938400","content_text":"Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter.\nWhat Happened: The entrepreneur teased the reveal of the electric pickup in a tweet.\n\nMusk said the present focus has to be on building the Gigafactory in Texas where the vehicle will be built.\nWhy It Matters: In October last year, Musk had said that theCybertruckwas going to be “better than what we showed.”\nThe highly anticipated vehicle wasfirst unveiledin November 2019 and was put up for sale on the Tesla website for $39,900 without added incentives.\nIn May last year, Musk went on adrive with comedian Jay Lenoand at the time Musk had said about the vehicle they drove that it was “pretty close” to the final version, but the proportions needed to be 5% smaller to fit in a standard garage.\nPrice Action: Tesla shares closed nearly 3.8% lower at $597.95 on Friday and fell 0.28% in the after-hours trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328464758,"gmtCreate":1615553057874,"gmtModify":1703490813057,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328464758","repostId":"2118950916","repostType":4,"isVote":1,"tweetType":1,"viewCount":3239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320118752,"gmtCreate":1615040336776,"gmtModify":1703484386555,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Comment and share","listText":"Comment and share","text":"Comment and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320118752","repostId":"1182430321","repostType":4,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327741844,"gmtCreate":1616129831488,"gmtModify":1634527077198,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327741844","repostId":"1193357878","repostType":4,"repost":{"id":"1193357878","kind":"news","pubTimestamp":1616122423,"share":"https://www.laohu8.com/m/news/1193357878?lang=zh_CN&edition=full","pubTime":"2021-03-19 10:53","market":"us","language":"en","title":"Why Are the Nasdaq's Highest-Growth Stocks Panicking About a Strong Economy?<blockquote>为什么纳斯达克增长最快的股票对强劲的经济感到恐慌？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193357878","media":" Motley Fool","summary":"The answer may lie in a simple concept.The Nasdaq Composite (NASDAQINDEX:^IXIC) was the stock market","content":"<p>The answer may lie in a simple concept.</p><p><blockquote>答案可能在于一个简单的概念。</blockquote></p><p>The&nbsp;<b>Nasdaq Composite</b>&nbsp;(NASDAQINDEX:^IXIC)&nbsp;was the stock market leader throughout most of 2020, powering ahead to much greater gains than its fellow major benchmarks. In particular, high-growth stocks that were able to hold up well despite the recessionary conditions in the broader economy stood out as big winners and rewarded their shareholders handsomely.</p><p><blockquote>The<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）在2020年的大部分时间里都是股市的领头羊，其涨幅远高于其他主要基准。特别是，尽管整体经济陷入衰退，但仍能保持良好表现的高增长股票成为大赢家，并为股东带来丰厚回报。</blockquote></p><p>However, that narrative has changed lately.on Thursday, the Nasdaq was down another 3%, building on losses that have taken the index into correction territory even as other benchmarks were at or near record highs. Moreover, it seems as though the Nasdaq is falling even though Fed chair Jerome Powell told investors Wednesday that the economy appeared to be in solid shape.</p><p><blockquote>然而，这种说法最近发生了变化。周四，纳斯达克又下跌了3%，尽管其他基准指数处于或接近历史高位，但该指数仍进入回调区域。此外，尽管美联储主席Jerome Powell周三告诉投资者，经济似乎状况良好，但纳斯达克似乎正在下跌。</blockquote></p><p>There's one possible answer for this apparent disconnect. If investors are actually paying attention to a common way of valuing&nbsp;high-growth stocks, then the Fed's nonchalance about a key impact that a stronger economy could bring might explain the near-panic among shareholders of those stocks.</p><p><blockquote>对于这种明显的脱节，有一个可能的答案。如果投资者真的在关注一种对高增长股票估值的常见方式，那么美联储对经济走强可能带来的关键影响的漠不关心可能解释了这些股票股东近乎恐慌的原因。</blockquote></p><p><b>More damage in high-growth stocks</b></p><p><blockquote><b>高增长股票遭受更多损失</b></blockquote></p><p>To be clear, Thursday's declines weren't monumental by themselves.<b>Tesla</b>&nbsp;(NASDAQ:TSLA), for instance, was down just 7%.<b>MercadoLibre</b>&nbsp;(NASDAQ:MELI)&nbsp;saw a 6.6% slump, while&nbsp;<b>Zoom Video Communications</b>&nbsp;(NASDAQ:ZM)&nbsp;lost 6% and&nbsp;<b>Atlassian</b>&nbsp;(NASDAQ:TEAM)&nbsp;took a 6.3% hit.</p><p><blockquote>需要明确的是，周四的跌幅本身并不巨大。<b>特斯拉</b>例如，（纳斯达克：TSLA）仅下跌7%。<b>自由市场</b>（纳斯达克：MELI）下跌6.6%，而<b>Zoom Video通信公司</b>（纳斯达克：ZM）下跌6%<b>Atlassian</b>（纳斯达克：团队）遭受了6.3%的打击。</blockquote></p><p>However, those declines are just the latest in a series of drops for these stocks and many like them. Tesla is trading about 27% lower than its all-time highs from just a couple months ago. Zoom has given up roughly 46% from its record levels late last year. The move seems to reveal skepticism about whether the growth stocks have seen their shares rise too far, too quickly.</p><p><blockquote>然而，这些下跌只是这些股票以及许多类似股票的一系列下跌中的最新一起。特斯拉的股价比几个月前的历史高点低了约27%。Zoom已较去年年底的创纪录水平下跌了约46%。此举似乎揭示了人们对成长型股票股价是否上涨过快、过快的怀疑。</blockquote></p><p><b>What the Fed has to do with high-growth stocks</b></p><p><blockquote><b>美联储与高增长股票有什么关系</b></blockquote></p><p>It might seem as though the&nbsp;Federal Reserve's actions&nbsp;wouldn't necessarily have any impact on high-growth stocks. Investor interest in these companies has been so high that access to capital hasn't been a problem. Many of them have more than enough cash to make it through tough times in the future, and some of them are even cash-flow positive and can sustain themselves simply by maintaining current business levels.</p><p><blockquote>美联储的行动似乎不一定会对高增长股票产生任何影响。投资者对这些公司的兴趣如此之高，以至于获得资本不是问题。他们中的许多人拥有足够的现金来度过未来的艰难时期，其中一些人甚至现金流为正，只需维持当前的业务水平就可以维持自己。</blockquote></p><p>However, the recent rise in interest rates due to inflationary fears has been troubling to investors. One potential impact is that if you value a company based on the discounted value of its future financial results, then higher interest rates make the performance that comes further into the future less valuable. With rates at zero, it almost doesn't matter from a valuation standpoint whether a company makes money now or five years from now, and low rates reward companies that defer smaller profits now in favor of larger profits later. That's been the basis for the huge run-ups in these stocks.</p><p><blockquote>然而，最近因通胀担忧而导致的利率上升令投资者感到不安。一个潜在的影响是，如果你根据一家公司未来财务业绩的贴现价值来评估其价值，那么较高的利率会使未来的业绩变得不那么有价值。在利率为零的情况下，从估值的角度来看，一家公司是现在赚钱还是五年后赚钱几乎无关紧要，低利率会奖励那些推迟现在较小利润以支持以后更大利润的公司。这是这些股票大幅上涨的基础。</blockquote></p><p>Higher interest rates reverse that trend. Suddenly, companies will get rewarded for producing results now rather than later. Valuations on companies that will take years to play out will take a hit.</p><p><blockquote>更高的利率扭转了这一趋势。突然之间，公司将因现在而不是以后取得成果而获得奖励。需要数年时间才能发挥作用的公司的估值将受到打击。</blockquote></p><p><b>Seize the opportunity</b></p><p><blockquote><b>抓住机遇</b></blockquote></p><p>For long-term investors, that actually might be good news. It would signal that the stock price declines aren't about fears that companies aren't going to be able to live up to their full potential. Rather, it just reduces the value put on those same strong future results.</p><p><blockquote>对于长期投资者来说，这实际上可能是个好消息。这将表明股价下跌并不是因为担心公司无法充分发挥潜力。相反，它只是降低了同样强劲的未来业绩的价值。</blockquote></p><p>If you can get the same strong business at a discount, you should jump at the chance. That's the advantage long-term investors have, and now's the time to look closely at some of the stocks the rest of the market is giving up on.</p><p><blockquote>如果你能以折扣价获得同样强劲的业务，你应该抓住这个机会。这是长期投资者拥有的优势，现在是时候密切关注市场其他人正在放弃的一些股票了。</blockquote></p><p></p>","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>Why Are the Nasdaq's Highest-Growth Stocks Panicking About a Strong Economy?<blockquote>为什么纳斯达克增长最快的股票对强劲的经济感到恐慌？</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\">\nWhy Are the Nasdaq's Highest-Growth Stocks Panicking About a Strong Economy?<blockquote>为什么纳斯达克增长最快的股票对强劲的经济感到恐慌？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> Motley Fool</strong><span class=\"h-time small\">2021-03-19 10:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The answer may lie in a simple concept.</p><p><blockquote>答案可能在于一个简单的概念。</blockquote></p><p>The&nbsp;<b>Nasdaq Composite</b>&nbsp;(NASDAQINDEX:^IXIC)&nbsp;was the stock market leader throughout most of 2020, powering ahead to much greater gains than its fellow major benchmarks. In particular, high-growth stocks that were able to hold up well despite the recessionary conditions in the broader economy stood out as big winners and rewarded their shareholders handsomely.</p><p><blockquote>The<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）在2020年的大部分时间里都是股市的领头羊，其涨幅远高于其他主要基准。特别是，尽管整体经济陷入衰退，但仍能保持良好表现的高增长股票成为大赢家，并为股东带来丰厚回报。</blockquote></p><p>However, that narrative has changed lately.on Thursday, the Nasdaq was down another 3%, building on losses that have taken the index into correction territory even as other benchmarks were at or near record highs. Moreover, it seems as though the Nasdaq is falling even though Fed chair Jerome Powell told investors Wednesday that the economy appeared to be in solid shape.</p><p><blockquote>然而，这种说法最近发生了变化。周四，纳斯达克又下跌了3%，尽管其他基准指数处于或接近历史高位，但该指数仍进入回调区域。此外，尽管美联储主席Jerome Powell周三告诉投资者，经济似乎状况良好，但纳斯达克似乎正在下跌。</blockquote></p><p>There's one possible answer for this apparent disconnect. If investors are actually paying attention to a common way of valuing&nbsp;high-growth stocks, then the Fed's nonchalance about a key impact that a stronger economy could bring might explain the near-panic among shareholders of those stocks.</p><p><blockquote>对于这种明显的脱节，有一个可能的答案。如果投资者真的在关注一种对高增长股票估值的常见方式，那么美联储对经济走强可能带来的关键影响的漠不关心可能解释了这些股票股东近乎恐慌的原因。</blockquote></p><p><b>More damage in high-growth stocks</b></p><p><blockquote><b>高增长股票遭受更多损失</b></blockquote></p><p>To be clear, Thursday's declines weren't monumental by themselves.<b>Tesla</b>&nbsp;(NASDAQ:TSLA), for instance, was down just 7%.<b>MercadoLibre</b>&nbsp;(NASDAQ:MELI)&nbsp;saw a 6.6% slump, while&nbsp;<b>Zoom Video Communications</b>&nbsp;(NASDAQ:ZM)&nbsp;lost 6% and&nbsp;<b>Atlassian</b>&nbsp;(NASDAQ:TEAM)&nbsp;took a 6.3% hit.</p><p><blockquote>需要明确的是，周四的跌幅本身并不巨大。<b>特斯拉</b>例如，（纳斯达克：TSLA）仅下跌7%。<b>自由市场</b>（纳斯达克：MELI）下跌6.6%，而<b>Zoom Video通信公司</b>（纳斯达克：ZM）下跌6%<b>Atlassian</b>（纳斯达克：团队）遭受了6.3%的打击。</blockquote></p><p>However, those declines are just the latest in a series of drops for these stocks and many like them. Tesla is trading about 27% lower than its all-time highs from just a couple months ago. Zoom has given up roughly 46% from its record levels late last year. The move seems to reveal skepticism about whether the growth stocks have seen their shares rise too far, too quickly.</p><p><blockquote>然而，这些下跌只是这些股票以及许多类似股票的一系列下跌中的最新一起。特斯拉的股价比几个月前的历史高点低了约27%。Zoom已较去年年底的创纪录水平下跌了约46%。此举似乎揭示了人们对成长型股票股价是否上涨过快、过快的怀疑。</blockquote></p><p><b>What the Fed has to do with high-growth stocks</b></p><p><blockquote><b>美联储与高增长股票有什么关系</b></blockquote></p><p>It might seem as though the&nbsp;Federal Reserve's actions&nbsp;wouldn't necessarily have any impact on high-growth stocks. Investor interest in these companies has been so high that access to capital hasn't been a problem. Many of them have more than enough cash to make it through tough times in the future, and some of them are even cash-flow positive and can sustain themselves simply by maintaining current business levels.</p><p><blockquote>美联储的行动似乎不一定会对高增长股票产生任何影响。投资者对这些公司的兴趣如此之高，以至于获得资本不是问题。他们中的许多人拥有足够的现金来度过未来的艰难时期，其中一些人甚至现金流为正，只需维持当前的业务水平就可以维持自己。</blockquote></p><p>However, the recent rise in interest rates due to inflationary fears has been troubling to investors. One potential impact is that if you value a company based on the discounted value of its future financial results, then higher interest rates make the performance that comes further into the future less valuable. With rates at zero, it almost doesn't matter from a valuation standpoint whether a company makes money now or five years from now, and low rates reward companies that defer smaller profits now in favor of larger profits later. That's been the basis for the huge run-ups in these stocks.</p><p><blockquote>然而，最近因通胀担忧而导致的利率上升令投资者感到不安。一个潜在的影响是，如果你根据一家公司未来财务业绩的贴现价值来评估其价值，那么较高的利率会使未来的业绩变得不那么有价值。在利率为零的情况下，从估值的角度来看，一家公司是现在赚钱还是五年后赚钱几乎无关紧要，低利率会奖励那些推迟现在较小利润以支持以后更大利润的公司。这是这些股票大幅上涨的基础。</blockquote></p><p>Higher interest rates reverse that trend. Suddenly, companies will get rewarded for producing results now rather than later. Valuations on companies that will take years to play out will take a hit.</p><p><blockquote>更高的利率扭转了这一趋势。突然之间，公司将因现在而不是以后取得成果而获得奖励。需要数年时间才能发挥作用的公司的估值将受到打击。</blockquote></p><p><b>Seize the opportunity</b></p><p><blockquote><b>抓住机遇</b></blockquote></p><p>For long-term investors, that actually might be good news. It would signal that the stock price declines aren't about fears that companies aren't going to be able to live up to their full potential. Rather, it just reduces the value put on those same strong future results.</p><p><blockquote>对于长期投资者来说，这实际上可能是个好消息。这将表明股价下跌并不是因为担心公司无法充分发挥潜力。相反，它只是降低了同样强劲的未来业绩的价值。</blockquote></p><p>If you can get the same strong business at a discount, you should jump at the chance. That's the advantage long-term investors have, and now's the time to look closely at some of the stocks the rest of the market is giving up on.</p><p><blockquote>如果你能以折扣价获得同样强劲的业务，你应该抓住这个机会。这是长期投资者拥有的优势，现在是时候密切关注市场其他人正在放弃的一些股票了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/18/why-are-the-nasdaqs-highest-growth-stocks-panickin/\"> Motley Fool</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":{"ZM":"Zoom","TSLA":"特斯拉",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2021/03/18/why-are-the-nasdaqs-highest-growth-stocks-panickin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193357878","content_text":"The answer may lie in a simple concept.The Nasdaq Composite (NASDAQINDEX:^IXIC) was the stock market leader throughout most of 2020, powering ahead to much greater gains than its fellow major benchmarks. In particular, high-growth stocks that were able to hold up well despite the recessionary conditions in the broader economy stood out as big winners and rewarded their shareholders handsomely.However, that narrative has changed lately.on Thursday, the Nasdaq was down another 3%, building on losses that have taken the index into correction territory even as other benchmarks were at or near record highs. Moreover, it seems as though the Nasdaq is falling even though Fed chair Jerome Powell told investors Wednesday that the economy appeared to be in solid shape.There's one possible answer for this apparent disconnect. If investors are actually paying attention to a common way of valuing high-growth stocks, then the Fed's nonchalance about a key impact that a stronger economy could bring might explain the near-panic among shareholders of those stocks.More damage in high-growth stocksTo be clear, Thursday's declines weren't monumental by themselves.Tesla (NASDAQ:TSLA), for instance, was down just 7%.MercadoLibre (NASDAQ:MELI) saw a 6.6% slump, while Zoom Video Communications (NASDAQ:ZM) lost 6% and Atlassian (NASDAQ:TEAM) took a 6.3% hit.However, those declines are just the latest in a series of drops for these stocks and many like them. Tesla is trading about 27% lower than its all-time highs from just a couple months ago. Zoom has given up roughly 46% from its record levels late last year. The move seems to reveal skepticism about whether the growth stocks have seen their shares rise too far, too quickly.What the Fed has to do with high-growth stocksIt might seem as though the Federal Reserve's actions wouldn't necessarily have any impact on high-growth stocks. Investor interest in these companies has been so high that access to capital hasn't been a problem. Many of them have more than enough cash to make it through tough times in the future, and some of them are even cash-flow positive and can sustain themselves simply by maintaining current business levels.However, the recent rise in interest rates due to inflationary fears has been troubling to investors. One potential impact is that if you value a company based on the discounted value of its future financial results, then higher interest rates make the performance that comes further into the future less valuable. With rates at zero, it almost doesn't matter from a valuation standpoint whether a company makes money now or five years from now, and low rates reward companies that defer smaller profits now in favor of larger profits later. That's been the basis for the huge run-ups in these stocks.Higher interest rates reverse that trend. Suddenly, companies will get rewarded for producing results now rather than later. Valuations on companies that will take years to play out will take a hit.Seize the opportunityFor long-term investors, that actually might be good news. It would signal that the stock price declines aren't about fears that companies aren't going to be able to live up to their full potential. Rather, it just reduces the value put on those same strong future results.If you can get the same strong business at a discount, you should jump at the chance. That's the advantage long-term investors have, and now's the time to look closely at some of the stocks the rest of the market is giving up on.","news_type":1,"symbols_score_info":{"TSLA":0.9,".SPX":0.9,".IXIC":0.9,"ZM":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320118465,"gmtCreate":1615040291257,"gmtModify":1703484386207,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"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/320118465","repostId":"1169596583","repostType":4,"repost":{"id":"1169596583","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614958557,"share":"https://www.laohu8.com/m/news/1169596583?lang=zh_CN&edition=full","pubTime":"2021-03-05 23:35","market":"us","language":"en","title":"Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169596583","media":"老虎资讯综合","summary":"(March 5)&nbsp;Palantir plunged more than 13%.","content":"<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","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>Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</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; 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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\">\nPalantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-05 23:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169596583","content_text":"(March 5) Palantir plunged more than 13%.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359664075,"gmtCreate":1616394488997,"gmtModify":1634526073260,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359664075","repostId":"1160065206","repostType":4,"repost":{"id":"1160065206","kind":"news","pubTimestamp":1616374606,"share":"https://www.laohu8.com/m/news/1160065206?lang=zh_CN&edition=full","pubTime":"2021-03-22 08:56","market":"us","language":"en","title":"The Fed May Have Just Sealed The Stock Market's Fate<blockquote>美联储可能刚刚决定了股市的命运</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160065206","media":"seekingalpha","summary":"Summary\n\nThe Fed's outlook of lower for as long as possible was just what stocks wanted to hear.\nHow","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul>  <li>The Fed's outlook of lower for as long as possible was just what stocks wanted to hear.</li>  <li>However, that has sent US yields soaring.</li>  <li>The higher yields will force a massive repricing of equity valuation.</li>  <li>Looking for a helping hand in the market? Members of Reading The Markets get exclusive ideas and guidance to navigate any climate.</li> </ul> The Fed gave the equity market exactly what it wanted, lower for as long as possible. Unfortunately, the bond market doesn't seem as pleased, which will be horrible news for the stock market. Rising rates are crushing growth and technology stocks, and soon the rest of the market will follow because there are very few if any \"cheap\" sectors left in the market.</p><p><blockquote><ul><li>美联储尽可能长时间走低的前景正是股市想听到的。</li><li>然而，这导致美国收益率飙升。</li><li>较高的收益率将迫使股票估值大幅重新定价。</li><li>在市场上寻找援助之手？阅读市场的成员可以获得应对任何气候的独家想法和指导。</li></ul>美联储给了股市它想要的东西，尽可能长时间地走低。不幸的是，债券市场似乎并不高兴，这对股市来说将是一个可怕的消息。利率上升正在压垮成长股和科技股，很快市场的其他部分也会效仿，因为市场上几乎没有“廉价”板块。</blockquote></p><p> In essence, the Fed will let the economy run hot, and the bond market does not seem the least bit comfortable with that. Rates are rising sharply on March 18, with the 10-Year now trading just under 1.75%. The curve continues to lift because the bond market fears that a hot economy could quickly overheat, causing prices to rise, and inflation becomes an issue.</p><p><blockquote>从本质上讲，美联储将让经济过热，而债券市场似乎对此一点也不满意。3月18日利率大幅上升，10年期国债收益率目前略低于1.75%。曲线继续抬升，因为债券市场担心火热的经济可能会迅速过热，导致价格上涨，通胀成为一个问题。</blockquote></p><p> It leaves the door open for the Fed to start having to taper its bond purchases and to raise rates much sooner than expected and potentially much faster than indicated. This is resulting in bond yields pushing higher. Additionally, there's a tremendous amount of debt coming to the market, with another round of fiscal stimulus passed, and more supply will need a lot more demand.</p><p><blockquote>这为美联储开始缩减债券购买规模并比预期更快加息敞开了大门，也可能比预期快得多。这导致债券收益率推高。此外，随着另一轮财政刺激计划的通过，大量债务进入市场，更多的供应将需要更多的需求。</blockquote></p><p> While the news at first seems to be everything the stock market wants to hear, it's not good news. In fact, there was very little the Fed could have on March 17 to please both the stock and bond market. The Fed chose to placate the stock market. But stock prices are derived from interest rates, and as interest rates rise, stock prices need to reprice. They have been repricing and shall continue to reprice at lower levels.</p><p><blockquote>虽然这个消息一开始似乎是股市想听到的一切，但这并不是好消息。事实上，美联储在3月17日几乎没有什么可以取悦股市和债市。美联储选择安抚股市。但股价是由利率衍生出来的，随着利率上升，股价需要重新定价。他们一直在重新定价，并将继续以较低的水平重新定价。</blockquote></p><p> The problem is that now, relative to the 10-year note, the S&amp;P 500 has a valuation on par with the periods in January 2018 and October 2018. At no other time in modern history has the index been this expensive on a relative basis in this low-interest rate world. Everything changed in 2008 when we flipped from a high rate to a low rate world, so the period of 1999 would not be a fair comparison.</p><p><blockquote>问题是，现在，相对于10年期国债，标普500的估值与2018年1月和2018年10月期间持平。在现代历史上，在这个低利率的世界里，该指数的相对价格从未如此昂贵。2008年，当我们从高利率转向低利率世界时，一切都发生了变化，所以1999年的时期不是一个公平的比较。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/06eb49f0f96fe3d05081b17e0de7ca77\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> From another angle, the S&amp;P 500 dividend yield is currently around 1.44%, and it has only been lower one other period in time, at the turn of the century. And now, the 10-Year once again has a higher yield than the S&amp;P 500. So will the 10-Year yield pull the S&amp;P 500 dividend yield over time? It seems possible. Since 2010 the 10-year has traded with a premium over the S&amp;P 500 dividend yield of 21 bps. It is currently 20 bps, which means that a movement high in the 10-year from this point is likely to result in the premium growing wider, or dragging the S&amp;P 500 yield higher along with the 10-year.</p><p><blockquote>从另一个角度来看，标普500的股息收益率目前在1.44%左右，而且只是在世纪之交的另一个时期较低。而现在，10年期国债的收益率再次高于标普500。那么随着时间的推移，10年期国债收益率会拉低标普500的股息收益率吗？似乎有可能。自2010年以来，10年期国债的交易价格比标普500股息收益率溢价21个基点。目前为20个基点，这意味着从此时开始升至10年期高点可能会导致溢价扩大，或拖累标普500收益率与10年期国债收益率一起走高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d0b5613b7b88e02f76e004aededbcaa\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The rising yields in the bond market have prompted investors to refocus from growth and technology stocks to value and reflation stocks. The problem is that there is no bargain sector left - there's no \"value\" trade. The cheap stocks are cheap for a reason and because they have weak fundamentals. Over the past six months, the top ten holdings in the S&amp;P 500 Value ETF have skyrocketed.</p><p><blockquote>债券市场收益率的上升促使投资者将注意力从成长型和科技股重新转向价值型和通货再膨胀型股票。问题是已经没有便宜货了——没有“价值”贸易。便宜的股票便宜是有原因的，因为它们的基本面很弱。半年来，标普500价值ETF的前十大重仓股暴涨。</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td>Name</td>    <td>Symbol</td>    <td>3/18/2021</td>    <td>10/31/2020</td>    <td>% Change</td>   </tr>   <tr>    <td>EXXON MOBIL ORD</td>    <td>XOM</td>    <td>58.25</td>    <td>$ 32.62</td>    <td>78.57%</td>   </tr>   <tr>    <td>BANK OF AMERICA ORD</td>    <td>BAC</td>    <td>39.9274</td>    <td>$ 23.70</td>    <td>68.47%</td>   </tr>   <tr>    <td>JPMORGAN CHASE ORD</td>    <td>JPM</td>    <td>161.48</td>    <td>$ 98.04</td>    <td>64.71%</td>   </tr>   <tr>    <td>WALT DISNEY ORD</td>    <td>DIS</td>    <td>193.735</td>    <td>$ 121.25</td>    <td>59.78%</td>   </tr>   <tr>    <td>CHEVRON ORD</td>    <td>CVX</td>    <td>106.65</td>    <td>$ 69.50</td>    <td>53.45%</td>   </tr>   <tr>    <td>INTEL ORD</td>    <td>INTC.O</td>    <td>64.98</td>    <td>$ 44.28</td>    <td>46.75%</td>   </tr>   <tr>    <td>BERKSHIRE HATHAWAY CL B ORD</td>    <td>BRKb</td>    <td>255.2</td>    <td>$ 201.90</td>    <td>26.40%</td>   </tr>   <tr>    <td>JOHNSON &amp; JOHNSON ORD</td>    <td>JNJ</td>    <td>161.1501</td>    <td>$ 137.11</td>    <td>17.53%</td>   </tr>   <tr>    <td>AT&amp;T ORD</td>    <td>T</td>    <td>30.245</td>    <td>$ 27.02</td>    <td>11.94%</td>   </tr>   <tr>    <td>VERIZON COMMUNICATIONS ORD</td>    <td>VZ</td>    <td>56.095</td>    <td>$ 56.99</td>    <td>-1.57%</td>   </tr>  </tbody> </table> The banks have risen sharply and for good reasons because yields have risen and spreads have widened. But even the banks are getting stretched with many trading at all-time highs, and the sector trading at valuations not witnessed since 2017, relative to the 10-year Treasury rate, making the banks one of the least overvalued sectors. The industrial sector has only been this expensive relative to the 10-year rate one time and that was in January of 2018, which was followed by nearly two years of going nowhere.</p><p><blockquote><table><tbody><tr><td>名字</td><td>象征</td><td>3/18/2021</td><td>10/31/2020</td><td>%变化</td></tr><tr><td>埃克森美孚订单</td><td>XOM</td><td>58.25</td><td>$32.62</td><td>78.57%</td></tr><tr><td>美国银行订单</td><td>BAC</td><td>39.9274</td><td>$23.70</td><td>68.47%</td></tr><tr><td>摩根大通订单</td><td>JPM</td><td>161.48</td><td>$98.04</td><td>64.71%</td></tr><tr><td>迪斯尼秩序</td><td>说</td><td>193.735</td><td>$121.25</td><td>59.78%</td></tr><tr><td>雪佛龙订单</td><td>CVX</td><td>106.65</td><td>$69.50</td><td>53.45%</td></tr><tr><td>英特尔订单</td><td>INTC.O</td><td>64.98</td><td>$44.28</td><td>46.75%</td></tr><tr><td>伯克希尔哈撒韦公司CL B ORD</td><td>BRKb</td><td>255.2</td><td>$201.90</td><td>26.40%</td></tr><tr><td>强生订单</td><td>JNJ</td><td>161.1501</td><td>$137.11</td><td>17.53%</td></tr><tr><td>AT&amp;T订单</td><td>T</td><td>30.245</td><td>$27.02</td><td>11.94%</td></tr><tr><td>威瑞森通信订单</td><td>VZ</td><td>56.095</td><td>$56.99</td><td>-1.57%</td></tr></tbody></table>银行股大幅上涨，这是有充分理由的，因为收益率上升，利差扩大。但即使是银行也变得捉襟见肘，许多银行的交易价格处于历史高位，而且相对于10年期国债利率，该行业的交易估值自2017年以来从未见过，这使得银行成为估值最低的行业之一。工业部门相对于10年期利率只有一次如此昂贵，那是在2018年1月，随后近两年毫无进展。</blockquote></p><p> Sure, there may be some value left out there in the materials and energy sector. But these two sectors are highly correlated to the commodities they represent. As the dollar begins to strengthen, those commodity prices are likely to begin falling rather sharply, dragging the sectors lower with them. That dollar seems poised to rise.</p><p><blockquote>当然，材料和能源行业可能还存在一些价值。但这两个板块与其所代表的大宗商品高度相关。随着美元开始走强，这些大宗商品价格可能会开始大幅下跌，拖累这些行业也随之走低。美元似乎准备升值。</blockquote></p><p> The dollar initially began to fall following the fears of inflation, but that quickly reversed when US rates began to rise again. That allowed the spread between global rates to widen. The spread between the US and German 10-Year now stands at 2%, while US and Japanese 10-years are at 1.65%. The wider the spreads get, the more attractive US yields become. This will bring foreign investors to buy US bonds, sell local currency, and buy US dollars, supporting the dollar and boosting its value.</p><p><blockquote>由于担心通胀，美元最初开始下跌，但当美国利率再次开始上升时，这种情况很快逆转。这使得全球利率之间的利差扩大。美国和德国10年期国债之间的利差目前为2%，而美国和日本10年期国债为1.65%。利差越大，美国收益率就越有吸引力。这将带来外国投资者买入美国债券，卖出本币，买入美元，支撑美元，提振美元价值。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3b38756db2fb8fdb2e613fa9d05a36e7\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Source: TradingView</p><p><blockquote>资料来源：TradingView</blockquote></p><p> The rising dollar already has helped to bring oil prices off their highs, and that's a trend that's likely to continue as the dollar strengthens further. Oil has already broken down from a technical standpoint after failing at a key level of resistance around $66.50. It has additionally broken a major uptrend, with a drop below $59.50, sending the commodity back to $54. This could easily reverse the very hot rotation into the energy sector.</p><p><blockquote>美元升值已经帮助油价脱离高点，随着美元进一步走强，这一趋势可能会持续下去。从技术角度来看，油价在突破66.50美元左右的关键阻力位后已经突破。此外，它还打破了一个主要的上升趋势，跌破59.50美元，使该商品回到54美元。这很容易扭转能源行业的火爆局面。</blockquote></p><p> Source: TradingView</p><p><blockquote>资料来源：TradingView</blockquote></p><p> If the economy will continue to improve, and the Fed is more than happy to let it, then there's no reason yields shouldn't continue to rise. The more they raise, the more the dollar will strengthen, and the more overvalued equities will grow on a relative basis, forcing a massive repricing.</p><p><blockquote>如果经济将继续改善，并且美联储非常乐意让它继续改善，那么收益率没有理由不继续上升。他们筹集的资金越多，美元就会越走强，相对来说，估值越高的股票就会增长，从而迫使大规模重新定价。</blockquote></p><p></p>","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>The Fed May Have Just Sealed The Stock Market's Fate<blockquote>美联储可能刚刚决定了股市的命运</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\">\nThe Fed May Have Just Sealed The Stock Market's Fate<blockquote>美联储可能刚刚决定了股市的命运</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-03-22 08:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul>  <li>The Fed's outlook of lower for as long as possible was just what stocks wanted to hear.</li>  <li>However, that has sent US yields soaring.</li>  <li>The higher yields will force a massive repricing of equity valuation.</li>  <li>Looking for a helping hand in the market? Members of Reading The Markets get exclusive ideas and guidance to navigate any climate.</li> </ul> The Fed gave the equity market exactly what it wanted, lower for as long as possible. Unfortunately, the bond market doesn't seem as pleased, which will be horrible news for the stock market. Rising rates are crushing growth and technology stocks, and soon the rest of the market will follow because there are very few if any \"cheap\" sectors left in the market.</p><p><blockquote><ul><li>美联储尽可能长时间走低的前景正是股市想听到的。</li><li>然而，这导致美国收益率飙升。</li><li>较高的收益率将迫使股票估值大幅重新定价。</li><li>在市场上寻找援助之手？阅读市场的成员可以获得应对任何气候的独家想法和指导。</li></ul>美联储给了股市它想要的东西，尽可能长时间地走低。不幸的是，债券市场似乎并不高兴，这对股市来说将是一个可怕的消息。利率上升正在压垮成长股和科技股，很快市场的其他部分也会效仿，因为市场上几乎没有“廉价”板块。</blockquote></p><p> In essence, the Fed will let the economy run hot, and the bond market does not seem the least bit comfortable with that. Rates are rising sharply on March 18, with the 10-Year now trading just under 1.75%. The curve continues to lift because the bond market fears that a hot economy could quickly overheat, causing prices to rise, and inflation becomes an issue.</p><p><blockquote>从本质上讲，美联储将让经济过热，而债券市场似乎对此一点也不满意。3月18日利率大幅上升，10年期国债收益率目前略低于1.75%。曲线继续抬升，因为债券市场担心火热的经济可能会迅速过热，导致价格上涨，通胀成为一个问题。</blockquote></p><p> It leaves the door open for the Fed to start having to taper its bond purchases and to raise rates much sooner than expected and potentially much faster than indicated. This is resulting in bond yields pushing higher. Additionally, there's a tremendous amount of debt coming to the market, with another round of fiscal stimulus passed, and more supply will need a lot more demand.</p><p><blockquote>这为美联储开始缩减债券购买规模并比预期更快加息敞开了大门，也可能比预期快得多。这导致债券收益率推高。此外，随着另一轮财政刺激计划的通过，大量债务进入市场，更多的供应将需要更多的需求。</blockquote></p><p> While the news at first seems to be everything the stock market wants to hear, it's not good news. In fact, there was very little the Fed could have on March 17 to please both the stock and bond market. The Fed chose to placate the stock market. But stock prices are derived from interest rates, and as interest rates rise, stock prices need to reprice. They have been repricing and shall continue to reprice at lower levels.</p><p><blockquote>虽然这个消息一开始似乎是股市想听到的一切，但这并不是好消息。事实上，美联储在3月17日几乎没有什么可以取悦股市和债市。美联储选择安抚股市。但股价是由利率衍生出来的，随着利率上升，股价需要重新定价。他们一直在重新定价，并将继续以较低的水平重新定价。</blockquote></p><p> The problem is that now, relative to the 10-year note, the S&amp;P 500 has a valuation on par with the periods in January 2018 and October 2018. At no other time in modern history has the index been this expensive on a relative basis in this low-interest rate world. Everything changed in 2008 when we flipped from a high rate to a low rate world, so the period of 1999 would not be a fair comparison.</p><p><blockquote>问题是，现在，相对于10年期国债，标普500的估值与2018年1月和2018年10月期间持平。在现代历史上，在这个低利率的世界里，该指数的相对价格从未如此昂贵。2008年，当我们从高利率转向低利率世界时，一切都发生了变化，所以1999年的时期不是一个公平的比较。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/06eb49f0f96fe3d05081b17e0de7ca77\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> From another angle, the S&amp;P 500 dividend yield is currently around 1.44%, and it has only been lower one other period in time, at the turn of the century. And now, the 10-Year once again has a higher yield than the S&amp;P 500. So will the 10-Year yield pull the S&amp;P 500 dividend yield over time? It seems possible. Since 2010 the 10-year has traded with a premium over the S&amp;P 500 dividend yield of 21 bps. It is currently 20 bps, which means that a movement high in the 10-year from this point is likely to result in the premium growing wider, or dragging the S&amp;P 500 yield higher along with the 10-year.</p><p><blockquote>从另一个角度来看，标普500的股息收益率目前在1.44%左右，而且只是在世纪之交的另一个时期较低。而现在，10年期国债的收益率再次高于标普500。那么随着时间的推移，10年期国债收益率会拉低标普500的股息收益率吗？似乎有可能。自2010年以来，10年期国债的交易价格比标普500股息收益率溢价21个基点。目前为20个基点，这意味着从此时开始升至10年期高点可能会导致溢价扩大，或拖累标普500收益率与10年期国债收益率一起走高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d0b5613b7b88e02f76e004aededbcaa\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The rising yields in the bond market have prompted investors to refocus from growth and technology stocks to value and reflation stocks. The problem is that there is no bargain sector left - there's no \"value\" trade. The cheap stocks are cheap for a reason and because they have weak fundamentals. Over the past six months, the top ten holdings in the S&amp;P 500 Value ETF have skyrocketed.</p><p><blockquote>债券市场收益率的上升促使投资者将注意力从成长型和科技股重新转向价值型和通货再膨胀型股票。问题是已经没有便宜货了——没有“价值”贸易。便宜的股票便宜是有原因的，因为它们的基本面很弱。半年来，标普500价值ETF的前十大重仓股暴涨。</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td>Name</td>    <td>Symbol</td>    <td>3/18/2021</td>    <td>10/31/2020</td>    <td>% Change</td>   </tr>   <tr>    <td>EXXON MOBIL ORD</td>    <td>XOM</td>    <td>58.25</td>    <td>$ 32.62</td>    <td>78.57%</td>   </tr>   <tr>    <td>BANK OF AMERICA ORD</td>    <td>BAC</td>    <td>39.9274</td>    <td>$ 23.70</td>    <td>68.47%</td>   </tr>   <tr>    <td>JPMORGAN CHASE ORD</td>    <td>JPM</td>    <td>161.48</td>    <td>$ 98.04</td>    <td>64.71%</td>   </tr>   <tr>    <td>WALT DISNEY ORD</td>    <td>DIS</td>    <td>193.735</td>    <td>$ 121.25</td>    <td>59.78%</td>   </tr>   <tr>    <td>CHEVRON ORD</td>    <td>CVX</td>    <td>106.65</td>    <td>$ 69.50</td>    <td>53.45%</td>   </tr>   <tr>    <td>INTEL ORD</td>    <td>INTC.O</td>    <td>64.98</td>    <td>$ 44.28</td>    <td>46.75%</td>   </tr>   <tr>    <td>BERKSHIRE HATHAWAY CL B ORD</td>    <td>BRKb</td>    <td>255.2</td>    <td>$ 201.90</td>    <td>26.40%</td>   </tr>   <tr>    <td>JOHNSON &amp; JOHNSON ORD</td>    <td>JNJ</td>    <td>161.1501</td>    <td>$ 137.11</td>    <td>17.53%</td>   </tr>   <tr>    <td>AT&amp;T ORD</td>    <td>T</td>    <td>30.245</td>    <td>$ 27.02</td>    <td>11.94%</td>   </tr>   <tr>    <td>VERIZON COMMUNICATIONS ORD</td>    <td>VZ</td>    <td>56.095</td>    <td>$ 56.99</td>    <td>-1.57%</td>   </tr>  </tbody> </table> The banks have risen sharply and for good reasons because yields have risen and spreads have widened. But even the banks are getting stretched with many trading at all-time highs, and the sector trading at valuations not witnessed since 2017, relative to the 10-year Treasury rate, making the banks one of the least overvalued sectors. The industrial sector has only been this expensive relative to the 10-year rate one time and that was in January of 2018, which was followed by nearly two years of going nowhere.</p><p><blockquote><table><tbody><tr><td>名字</td><td>象征</td><td>3/18/2021</td><td>10/31/2020</td><td>%变化</td></tr><tr><td>埃克森美孚订单</td><td>XOM</td><td>58.25</td><td>$32.62</td><td>78.57%</td></tr><tr><td>美国银行订单</td><td>BAC</td><td>39.9274</td><td>$23.70</td><td>68.47%</td></tr><tr><td>摩根大通订单</td><td>JPM</td><td>161.48</td><td>$98.04</td><td>64.71%</td></tr><tr><td>迪斯尼秩序</td><td>说</td><td>193.735</td><td>$121.25</td><td>59.78%</td></tr><tr><td>雪佛龙订单</td><td>CVX</td><td>106.65</td><td>$69.50</td><td>53.45%</td></tr><tr><td>英特尔订单</td><td>INTC.O</td><td>64.98</td><td>$44.28</td><td>46.75%</td></tr><tr><td>伯克希尔哈撒韦公司CL B ORD</td><td>BRKb</td><td>255.2</td><td>$201.90</td><td>26.40%</td></tr><tr><td>强生订单</td><td>JNJ</td><td>161.1501</td><td>$137.11</td><td>17.53%</td></tr><tr><td>AT&amp;T订单</td><td>T</td><td>30.245</td><td>$27.02</td><td>11.94%</td></tr><tr><td>威瑞森通信订单</td><td>VZ</td><td>56.095</td><td>$56.99</td><td>-1.57%</td></tr></tbody></table>银行股大幅上涨，这是有充分理由的，因为收益率上升，利差扩大。但即使是银行也变得捉襟见肘，许多银行的交易价格处于历史高位，而且相对于10年期国债利率，该行业的交易估值自2017年以来从未见过，这使得银行成为估值最低的行业之一。工业部门相对于10年期利率只有一次如此昂贵，那是在2018年1月，随后近两年毫无进展。</blockquote></p><p> Sure, there may be some value left out there in the materials and energy sector. But these two sectors are highly correlated to the commodities they represent. As the dollar begins to strengthen, those commodity prices are likely to begin falling rather sharply, dragging the sectors lower with them. That dollar seems poised to rise.</p><p><blockquote>当然，材料和能源行业可能还存在一些价值。但这两个板块与其所代表的大宗商品高度相关。随着美元开始走强，这些大宗商品价格可能会开始大幅下跌，拖累这些行业也随之走低。美元似乎准备升值。</blockquote></p><p> The dollar initially began to fall following the fears of inflation, but that quickly reversed when US rates began to rise again. That allowed the spread between global rates to widen. The spread between the US and German 10-Year now stands at 2%, while US and Japanese 10-years are at 1.65%. The wider the spreads get, the more attractive US yields become. This will bring foreign investors to buy US bonds, sell local currency, and buy US dollars, supporting the dollar and boosting its value.</p><p><blockquote>由于担心通胀，美元最初开始下跌，但当美国利率再次开始上升时，这种情况很快逆转。这使得全球利率之间的利差扩大。美国和德国10年期国债之间的利差目前为2%，而美国和日本10年期国债为1.65%。利差越大，美国收益率就越有吸引力。这将带来外国投资者买入美国债券，卖出本币，买入美元，支撑美元，提振美元价值。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3b38756db2fb8fdb2e613fa9d05a36e7\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Source: TradingView</p><p><blockquote>资料来源：TradingView</blockquote></p><p> The rising dollar already has helped to bring oil prices off their highs, and that's a trend that's likely to continue as the dollar strengthens further. Oil has already broken down from a technical standpoint after failing at a key level of resistance around $66.50. It has additionally broken a major uptrend, with a drop below $59.50, sending the commodity back to $54. This could easily reverse the very hot rotation into the energy sector.</p><p><blockquote>美元升值已经帮助油价脱离高点，随着美元进一步走强，这一趋势可能会持续下去。从技术角度来看，油价在突破66.50美元左右的关键阻力位后已经突破。此外，它还打破了一个主要的上升趋势，跌破59.50美元，使该商品回到54美元。这很容易扭转能源行业的火爆局面。</blockquote></p><p> Source: TradingView</p><p><blockquote>资料来源：TradingView</blockquote></p><p> If the economy will continue to improve, and the Fed is more than happy to let it, then there's no reason yields shouldn't continue to rise. The more they raise, the more the dollar will strengthen, and the more overvalued equities will grow on a relative basis, forcing a massive repricing.</p><p><blockquote>如果经济将继续改善，并且美联储非常乐意让它继续改善，那么收益率没有理由不继续上升。他们筹集的资金越多，美元就会越走强，相对来说，估值越高的股票就会增长，从而迫使大规模重新定价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4414816-fed-may-just-sealed-stock-markets-fate\">seekingalpha</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":{},"source_url":"https://seekingalpha.com/article/4414816-fed-may-just-sealed-stock-markets-fate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160065206","content_text":"Summary\n\nThe Fed's outlook of lower for as long as possible was just what stocks wanted to hear.\nHowever, that has sent US yields soaring.\nThe higher yields will force a massive repricing of equity valuation.\nLooking for a helping hand in the market? Members of Reading The Markets get exclusive ideas and guidance to navigate any climate.\n\nThe Fed gave the equity market exactly what it wanted, lower for as long as possible. Unfortunately, the bond market doesn't seem as pleased, which will be horrible news for the stock market. Rising rates are crushing growth and technology stocks, and soon the rest of the market will follow because there are very few if any \"cheap\" sectors left in the market.\nIn essence, the Fed will let the economy run hot, and the bond market does not seem the least bit comfortable with that. Rates are rising sharply on March 18, with the 10-Year now trading just under 1.75%. The curve continues to lift because the bond market fears that a hot economy could quickly overheat, causing prices to rise, and inflation becomes an issue.\nIt leaves the door open for the Fed to start having to taper its bond purchases and to raise rates much sooner than expected and potentially much faster than indicated. This is resulting in bond yields pushing higher. Additionally, there's a tremendous amount of debt coming to the market, with another round of fiscal stimulus passed, and more supply will need a lot more demand.\nWhile the news at first seems to be everything the stock market wants to hear, it's not good news. In fact, there was very little the Fed could have on March 17 to please both the stock and bond market. The Fed chose to placate the stock market. But stock prices are derived from interest rates, and as interest rates rise, stock prices need to reprice. They have been repricing and shall continue to reprice at lower levels.\nThe problem is that now, relative to the 10-year note, the S&P 500 has a valuation on par with the periods in January 2018 and October 2018. At no other time in modern history has the index been this expensive on a relative basis in this low-interest rate world. Everything changed in 2008 when we flipped from a high rate to a low rate world, so the period of 1999 would not be a fair comparison.\n\nFrom another angle, the S&P 500 dividend yield is currently around 1.44%, and it has only been lower one other period in time, at the turn of the century. And now, the 10-Year once again has a higher yield than the S&P 500. So will the 10-Year yield pull the S&P 500 dividend yield over time? It seems possible. Since 2010 the 10-year has traded with a premium over the S&P 500 dividend yield of 21 bps. It is currently 20 bps, which means that a movement high in the 10-year from this point is likely to result in the premium growing wider, or dragging the S&P 500 yield higher along with the 10-year.\n\nThe rising yields in the bond market have prompted investors to refocus from growth and technology stocks to value and reflation stocks. The problem is that there is no bargain sector left - there's no \"value\" trade. The cheap stocks are cheap for a reason and because they have weak fundamentals. Over the past six months, the top ten holdings in the S&P 500 Value ETF have skyrocketed.\n\n\n\nName\nSymbol\n3/18/2021\n10/31/2020\n% Change\n\n\nEXXON MOBIL ORD\nXOM\n58.25\n$ 32.62\n78.57%\n\n\nBANK OF AMERICA ORD\nBAC\n39.9274\n$ 23.70\n68.47%\n\n\nJPMORGAN CHASE ORD\nJPM\n161.48\n$ 98.04\n64.71%\n\n\nWALT DISNEY ORD\nDIS\n193.735\n$ 121.25\n59.78%\n\n\nCHEVRON ORD\nCVX\n106.65\n$ 69.50\n53.45%\n\n\nINTEL ORD\nINTC.O\n64.98\n$ 44.28\n46.75%\n\n\nBERKSHIRE HATHAWAY CL B ORD\nBRKb\n255.2\n$ 201.90\n26.40%\n\n\nJOHNSON & JOHNSON ORD\nJNJ\n161.1501\n$ 137.11\n17.53%\n\n\nAT&T ORD\nT\n30.245\n$ 27.02\n11.94%\n\n\nVERIZON COMMUNICATIONS ORD\nVZ\n56.095\n$ 56.99\n-1.57%\n\n\n\nThe banks have risen sharply and for good reasons because yields have risen and spreads have widened. But even the banks are getting stretched with many trading at all-time highs, and the sector trading at valuations not witnessed since 2017, relative to the 10-year Treasury rate, making the banks one of the least overvalued sectors. The industrial sector has only been this expensive relative to the 10-year rate one time and that was in January of 2018, which was followed by nearly two years of going nowhere.\nSure, there may be some value left out there in the materials and energy sector. But these two sectors are highly correlated to the commodities they represent. As the dollar begins to strengthen, those commodity prices are likely to begin falling rather sharply, dragging the sectors lower with them. That dollar seems poised to rise.\nThe dollar initially began to fall following the fears of inflation, but that quickly reversed when US rates began to rise again. That allowed the spread between global rates to widen. The spread between the US and German 10-Year now stands at 2%, while US and Japanese 10-years are at 1.65%. The wider the spreads get, the more attractive US yields become. This will bring foreign investors to buy US bonds, sell local currency, and buy US dollars, supporting the dollar and boosting its value.\n\nSource: TradingView\nThe rising dollar already has helped to bring oil prices off their highs, and that's a trend that's likely to continue as the dollar strengthens further. Oil has already broken down from a technical standpoint after failing at a key level of resistance around $66.50. It has additionally broken a major uptrend, with a drop below $59.50, sending the commodity back to $54. This could easily reverse the very hot rotation into the energy sector.\nSource: TradingView\nIf the economy will continue to improve, and the Fed is more than happy to let it, then there's no reason yields shouldn't continue to rise. The more they raise, the more the dollar will strengthen, and the more overvalued equities will grow on a relative basis, forcing a massive repricing.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322979829,"gmtCreate":1615770280161,"gmtModify":1703492670981,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322979829","repostId":"1106822661","repostType":4,"isVote":1,"tweetType":1,"viewCount":4579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328302803,"gmtCreate":1615484961002,"gmtModify":1703489882668,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328302803","repostId":"2118984296","repostType":4,"isVote":1,"tweetType":1,"viewCount":4524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329479653,"gmtCreate":1615275559772,"gmtModify":1703486589838,"author":{"id":"3578013556091593","authorId":"3578013556091593","name":"shiba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578013556091593","idStr":"3578013556091593"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329479653","repostId":"1120347289","repostType":4,"isVote":1,"tweetType":1,"viewCount":3270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}