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2021-05-11
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Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote>
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Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>找到市场上的钻石——其他投资者没有注意到的具有巨大潜力的股票——并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析应该可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师的言论。这可能意味着机会，而且这种情况经常发生。</blockquote></p><p>Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和Netflix（NFLX）等巨头在内的19只标普500股票分析师情绪有所改善，股价也有所下跌。如果分析师是对的，那么这个悖论可能会随着未来几个月19只股票的表现跑赢市场而自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月上调评级的次数多于下调评级的次数。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>其次，喜欢每只股票的分析师比例高于平均水平。标准普尔股票的平均买入评级约为55%，因此每只下调的股票得分都高于该水平。没有只有几个买入评级和大量卖出评级的公司被包括在内，即使它们在最近几周获得了一些升级。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，这些股票的价格在过去三个月里肯定有所下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使得我们的名单与华尔街评级上调后表现强劲的许多公司区分开来。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆(TXT)在过去三个月内四次上调买入评级，分析师关注该工业集团如何从经济复苏中受益。同期，其股价上涨了40%以上。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在pop的19只股票排名不分先后：Paycom Software(PAYC)、Tyler Technologies(TYL)、Verisk Analytics(VRSK)、Nextera Energy(NEE)、AES(AES)、Akamai Technologies(AKAM)、Align Technologies(ALGN)、赛默飞世尔科技(TMO)、苹果、Adobe(ADBE)、IPG Photonics(IPGP)、Monolithic Power Systems(MPWR)、Leidos(LDOS)、Hologic(HOLX)礼来(LLY)、Netflix、Synopsys(SNPS)、ServiceNow(NOW)和Advanced Micro Devices(AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师对这些股票热情高涨，而投资者则袖手旁观。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为2022年预期每股收益的33倍，较整体市场约20.5倍有所溢价。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票的市盈率往往较低，但最近表现优于成长型股票。罗素1000价值指数过去三个月上涨约14%，跑赢罗素1000成长指数约13个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让19只股票中的一些上涨，投资者可能必须从价值转向增长——疫情的宠儿。这并不是一个确定的赌注，因为大流行后的繁荣正在吸引投资者转向周期性股票，而这些股票与价值股一样，往往估值较低。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。在投资者总体上意识到华尔街前景光明之前，现在可能是买入这些股票的好时机。</blockquote></p><p>A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于有基本面意识的投资者来说，这是缩小选择范围并开始买入股票的一种方式。</blockquote></p><p></p>","source":"lsy1610680873436","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>Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</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\">\nApple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-05-11 21:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>找到市场上的钻石——其他投资者没有注意到的具有巨大潜力的股票——并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析应该可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师的言论。这可能意味着机会，而且这种情况经常发生。</blockquote></p><p>Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和Netflix（NFLX）等巨头在内的19只标普500股票分析师情绪有所改善，股价也有所下跌。如果分析师是对的，那么这个悖论可能会随着未来几个月19只股票的表现跑赢市场而自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月上调评级的次数多于下调评级的次数。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>其次，喜欢每只股票的分析师比例高于平均水平。标准普尔股票的平均买入评级约为55%，因此每只下调的股票得分都高于该水平。没有只有几个买入评级和大量卖出评级的公司被包括在内，即使它们在最近几周获得了一些升级。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，这些股票的价格在过去三个月里肯定有所下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使得我们的名单与华尔街评级上调后表现强劲的许多公司区分开来。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆(TXT)在过去三个月内四次上调买入评级，分析师关注该工业集团如何从经济复苏中受益。同期，其股价上涨了40%以上。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在pop的19只股票排名不分先后：Paycom Software(PAYC)、Tyler Technologies(TYL)、Verisk Analytics(VRSK)、Nextera Energy(NEE)、AES(AES)、Akamai Technologies(AKAM)、Align Technologies(ALGN)、赛默飞世尔科技(TMO)、苹果、Adobe(ADBE)、IPG Photonics(IPGP)、Monolithic Power Systems(MPWR)、Leidos(LDOS)、Hologic(HOLX)礼来(LLY)、Netflix、Synopsys(SNPS)、ServiceNow(NOW)和Advanced Micro Devices(AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师对这些股票热情高涨，而投资者则袖手旁观。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为2022年预期每股收益的33倍，较整体市场约20.5倍有所溢价。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票的市盈率往往较低，但最近表现优于成长型股票。罗素1000价值指数过去三个月上涨约14%，跑赢罗素1000成长指数约13个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让19只股票中的一些上涨，投资者可能必须从价值转向增长——疫情的宠儿。这并不是一个确定的赌注，因为大流行后的繁荣正在吸引投资者转向周期性股票，而这些股票与价值股一样，往往估值较低。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。在投资者总体上意识到华尔街前景光明之前，现在可能是买入这些股票的好时机。</blockquote></p><p>A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于有基本面意识的投资者来说，这是缩小选择范围并开始买入股票的一种方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST\">Barron's</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":{"SNPS":"新思科技","LLY":"礼来","NOW":"ServiceNow","AES":"爱依斯电力","PAYC":"Paycom Software, Inc.","VRSK":"Verisk Analytics","HOLX":"豪洛捷","NFLX":"奈飞","TMO":"赛默飞世尔","NEE":"新纪元能源","ALGN":"艾利科技","AAPL":"苹果","TYL":"泰勒科技","IPGP":"IPG光电","AMD":"美国超微公司","LDOS":"Leidos Holdings Inc","AKAM":"阿克迈","ADBE":"Adobe"},"source_url":"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120132081","content_text":"Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.Improving Analyst SentimentAnalysts are warming to these stocks while investors sit on the sidelines.The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.","news_type":1,"symbols_score_info":{"ADBE":0.9,"NFLX":0.9,"SNPS":0.9,"TMO":0.9,"AES":0.9,"NEE":0.9,"AKAM":0.9,"LLY":0.9,"VRSK":0.9,"PAYC":0.9,"HOLX":0.9,"IPGP":0.9,"AMD":0.9,"NOW":0.9,"LDOS":0.9,"ALGN":0.9,"AAPL":0.9,"TYL":0.9}},"isVote":1,"tweetType":1,"viewCount":1781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":193919211,"gmtCreate":1620744357333,"gmtModify":1634196639604,"author":{"id":"3583755355941346","authorId":"3583755355941346","name":"rams","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583755355941346","idStr":"3583755355941346"},"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/193919211","repostId":"1120132081","repostType":4,"repost":{"id":"1120132081","kind":"news","pubTimestamp":1620739174,"share":"https://www.laohu8.com/m/news/1120132081?lang=zh_CN&edition=full","pubTime":"2021-05-11 21:19","market":"us","language":"en","title":"Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120132081","media":"Barron's","summary":"Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t no","content":"<p>Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>找到市场上的钻石——其他投资者没有注意到的具有巨大潜力的股票——并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析应该可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师的言论。这可能意味着机会，而且这种情况经常发生。</blockquote></p><p>Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和Netflix（NFLX）等巨头在内的19只标普500股票分析师情绪有所改善，股价也有所下跌。如果分析师是对的，那么这个悖论可能会随着未来几个月19只股票的表现跑赢市场而自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月上调评级的次数多于下调评级的次数。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>其次，喜欢每只股票的分析师比例高于平均水平。标准普尔股票的平均买入评级约为55%，因此每只下调的股票得分都高于该水平。没有只有几个买入评级和大量卖出评级的公司被包括在内，即使它们在最近几周获得了一些升级。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，这些股票的价格在过去三个月里肯定有所下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使得我们的名单与华尔街评级上调后表现强劲的许多公司区分开来。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆(TXT)在过去三个月内四次上调买入评级，分析师关注该工业集团如何从经济复苏中受益。同期，其股价上涨了40%以上。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在pop的19只股票排名不分先后：Paycom Software(PAYC)、Tyler Technologies(TYL)、Verisk Analytics(VRSK)、Nextera Energy(NEE)、AES(AES)、Akamai Technologies(AKAM)、Align Technologies(ALGN)、赛默飞世尔科技(TMO)、苹果、Adobe(ADBE)、IPG Photonics(IPGP)、Monolithic Power Systems(MPWR)、Leidos(LDOS)、Hologic(HOLX)礼来(LLY)、Netflix、Synopsys(SNPS)、ServiceNow(NOW)和Advanced Micro Devices(AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师对这些股票热情高涨，而投资者则袖手旁观。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为2022年预期每股收益的33倍，较整体市场约20.5倍有所溢价。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票的市盈率往往较低，但最近表现优于成长型股票。罗素1000价值指数过去三个月上涨约14%，跑赢罗素1000成长指数约13个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让19只股票中的一些上涨，投资者可能必须从价值转向增长——疫情的宠儿。这并不是一个确定的赌注，因为大流行后的繁荣正在吸引投资者转向周期性股票，而这些股票与价值股一样，往往估值较低。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。在投资者总体上意识到华尔街前景光明之前，现在可能是买入这些股票的好时机。</blockquote></p><p>A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于有基本面意识的投资者来说，这是缩小选择范围并开始买入股票的一种方式。</blockquote></p><p></p>","source":"lsy1610680873436","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>Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</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\">\nApple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-05-11 21:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>找到市场上的钻石——其他投资者没有注意到的具有巨大潜力的股票——并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析应该可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师的言论。这可能意味着机会，而且这种情况经常发生。</blockquote></p><p>Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和Netflix（NFLX）等巨头在内的19只标普500股票分析师情绪有所改善，股价也有所下跌。如果分析师是对的，那么这个悖论可能会随着未来几个月19只股票的表现跑赢市场而自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月上调评级的次数多于下调评级的次数。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>其次，喜欢每只股票的分析师比例高于平均水平。标准普尔股票的平均买入评级约为55%，因此每只下调的股票得分都高于该水平。没有只有几个买入评级和大量卖出评级的公司被包括在内，即使它们在最近几周获得了一些升级。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，这些股票的价格在过去三个月里肯定有所下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使得我们的名单与华尔街评级上调后表现强劲的许多公司区分开来。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆(TXT)在过去三个月内四次上调买入评级，分析师关注该工业集团如何从经济复苏中受益。同期，其股价上涨了40%以上。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在pop的19只股票排名不分先后：Paycom Software(PAYC)、Tyler Technologies(TYL)、Verisk Analytics(VRSK)、Nextera Energy(NEE)、AES(AES)、Akamai Technologies(AKAM)、Align Technologies(ALGN)、赛默飞世尔科技(TMO)、苹果、Adobe(ADBE)、IPG Photonics(IPGP)、Monolithic Power Systems(MPWR)、Leidos(LDOS)、Hologic(HOLX)礼来(LLY)、Netflix、Synopsys(SNPS)、ServiceNow(NOW)和Advanced Micro Devices(AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师对这些股票热情高涨，而投资者则袖手旁观。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为2022年预期每股收益的33倍，较整体市场约20.5倍有所溢价。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票的市盈率往往较低，但最近表现优于成长型股票。罗素1000价值指数过去三个月上涨约14%，跑赢罗素1000成长指数约13个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让19只股票中的一些上涨，投资者可能必须从价值转向增长——疫情的宠儿。这并不是一个确定的赌注，因为大流行后的繁荣正在吸引投资者转向周期性股票，而这些股票与价值股一样，往往估值较低。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。在投资者总体上意识到华尔街前景光明之前，现在可能是买入这些股票的好时机。</blockquote></p><p>A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于有基本面意识的投资者来说，这是缩小选择范围并开始买入股票的一种方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST\">Barron's</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":{"SNPS":"新思科技","LLY":"礼来","NOW":"ServiceNow","AES":"爱依斯电力","PAYC":"Paycom Software, Inc.","VRSK":"Verisk Analytics","HOLX":"豪洛捷","NFLX":"奈飞","TMO":"赛默飞世尔","NEE":"新纪元能源","ALGN":"艾利科技","AAPL":"苹果","TYL":"泰勒科技","IPGP":"IPG光电","AMD":"美国超微公司","LDOS":"Leidos Holdings Inc","AKAM":"阿克迈","ADBE":"Adobe"},"source_url":"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120132081","content_text":"Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.Improving Analyst SentimentAnalysts are warming to these stocks while investors sit on the sidelines.The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.","news_type":1,"symbols_score_info":{"ADBE":0.9,"NFLX":0.9,"SNPS":0.9,"TMO":0.9,"AES":0.9,"NEE":0.9,"AKAM":0.9,"LLY":0.9,"VRSK":0.9,"PAYC":0.9,"HOLX":0.9,"IPGP":0.9,"AMD":0.9,"NOW":0.9,"LDOS":0.9,"ALGN":0.9,"AAPL":0.9,"TYL":0.9}},"isVote":1,"tweetType":1,"viewCount":1781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
