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- DonnaLiangDonnaLiang
  ·2021-04-14
  $Alibaba(BABA)$继续
  3,439 1
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- DonnaLiangDonnaLiang
  ·2021-03-23
  Stock from China, need to be careful.
  Bilibili set to raise $2.6 billion in Hong Kong listing - sources<blockquote>B站将在香港上市筹集26亿美元资金 - 消息人士</blockquote>
  HONG KONG (Reuters) - Chinese online video site Bilibili Inc is set to raise HK$20.2 billion ($2.60
  Bilibili set to raise $2.6 billion in Hong Kong listing - sources<blockquote>B站将在香港上市筹集26亿美元资金 - 消息人士</blockquote>
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- DonnaLiangDonnaLiang
  ·2021-03-23
  Good, will keep an eye on these stocks
  非常抱歉，此主贴已删除
  2,488 评论
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- DonnaLiangDonnaLiang
  ·2021-03-21
  Thx 4 sharing
  Value stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受欢迎，已成为动量股</blockquote>
  As investors continue to rotate their exposure into value sectors, stocks in that corner of the mark
  Value stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受欢迎，已成为动量股</blockquote>
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- DonnaLiangDonnaLiang
  ·2021-03-19
  Wow, amazing
  非常抱歉，此主贴已删除
  2,563 评论
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- DonnaLiangDonnaLiang
  ·2021-03-19
  Add to watch list already
  非常抱歉，此主贴已删除
  3,242 评论
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- DonnaLiangDonnaLiang
  ·2021-03-19
  Wow, amazing
  非常抱歉，此主贴已删除
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- DonnaLiangDonnaLiang
  ·2021-03-16
  Thx for sharing
  非常抱歉，此主贴已删除
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need to be careful.&nbsp;","text":"Stock from China, need to be careful.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353193674","repostId":"2121103529","repostType":4,"repost":{"id":"2121103529","kind":"highlight","pubTimestamp":1616461138,"share":"https://www.laohunote.com/m/news/2121103529?lang=zh_CN&edition=full","pubTime":"2021-03-23 08:58","market":"hk","language":"en","title":"Bilibili set to raise $2.6 billion in Hong Kong listing - sources<blockquote>B站将在香港上市筹集26亿美元资金 - 消息人士</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2121103529","media":"reuters","summary":"HONG KONG (Reuters) - Chinese online video site Bilibili Inc is set to raise HK$20.2 billion ($2.60 ","content":"<p>HONG KONG (Reuters) - Chinese online video site Bilibili Inc is set to raise HK$20.2 billion ($2.60 billion) by pricing shares in its Hong Kong secondary listing at HK$808 each, said three people with direct knowledge of the matter.</p><p><blockquote>香港（路透社） - 三位直接知情人士称，中国在线视频网站哔哩哔哩公司将在香港二次上市，以每股 808 港元的价格筹集 202 亿港元（26 亿美元）的股票。</blockquote></p><p>Bilibili did not immediately respond to a request for comment.</p><p><blockquote>哔哩哔哩没有立即回应置评请求。</blockquote></p><p>($1 = 7.7655 Hong Kong dollars)</p><p><blockquote>（1美元=7.7655港元）</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>Bilibili set to raise $2.6 billion in Hong Kong listing - sources<blockquote>B站将在香港上市筹集26亿美元资金 - 消息人士</blockquote></title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBilibili set to raise $2.6 billion in Hong Kong listing - sources<blockquote>B站将在香港上市筹集26亿美元资金 - 消息人士</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-03-23 08:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>HONG KONG (Reuters) - Chinese online video site Bilibili Inc is set to raise HK$20.2 billion ($2.60 billion) by pricing shares in its Hong Kong secondary listing at HK$808 each, said three people with direct knowledge of the matter.</p><p><blockquote>香港（路透社） - 三位直接知情人士称，中国在线视频网站哔哩哔哩公司将在香港二次上市，以每股 808 港元的价格筹集 202 亿港元（26 亿美元）的股票。</blockquote></p><p>Bilibili did not immediately respond to a request for comment.</p><p><blockquote>哔哩哔哩没有立即回应置评请求。</blockquote></p><p>($1 = 7.7655 Hong Kong dollars)</p><p><blockquote>（1美元=7.7655港元）</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-bilibili-hongkong-listing/bilibili-set-to-raise-2-6-billion-in-hong-kong-listing-sources-idUSKBN2BF02B?il=0\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e30ab0ee16faafeea2be8f8bba49e5f3","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"https://www.reuters.com/article/us-bilibili-hongkong-listing/bilibili-set-to-raise-2-6-billion-in-hong-kong-listing-sources-idUSKBN2BF02B?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121103529","content_text":"HONG KONG (Reuters) - Chinese online video site Bilibili Inc is set to raise HK$20.2 billion ($2.60 billion) by pricing shares in its Hong Kong secondary listing at HK$808 each, said three people with direct knowledge of the matter.Bilibili did not immediately respond to a request for comment.($1 = 7.7655 Hong Kong dollars)","news_type":1,"symbols_score_info":{"BILI":0.9,"09626":0.9}},"isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353193082,"gmtCreate":1616466686746,"gmtModify":1634525673810,"author":{"id":"3571888408679376","authorId":"3571888408679376","name":"DonnaLiang","avatar":"https://static.tigerbbs.com/b39ed8f97a10f354c3b280f588a8361f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571888408679376","idStr":"3571888408679376"},"themes":[],"title":"","htmlText":"Good, will keep an eye on these stocks","listText":"Good, will keep an eye on these stocks","text":"Good, will keep an eye on these stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353193082","repostId":"2121807127","repostType":4,"isVote":1,"tweetType":1,"viewCount":2488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359339527,"gmtCreate":1616338779769,"gmtModify":1634526299458,"author":{"id":"3571888408679376","authorId":"3571888408679376","name":"DonnaLiang","avatar":"https://static.tigerbbs.com/b39ed8f97a10f354c3b280f588a8361f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571888408679376","idStr":"3571888408679376"},"themes":[],"title":"","htmlText":"Thx 4 sharing","listText":"Thx 4 sharing","text":"Thx 4 sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359339527","repostId":"1138262460","repostType":4,"repost":{"id":"1138262460","kind":"news","pubTimestamp":1616124732,"share":"https://www.laohunote.com/m/news/1138262460?lang=zh_CN&edition=full","pubTime":"2021-03-19 11:32","market":"us","language":"en","title":"Value stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受欢迎，已成为动量股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138262460","media":"MarketWatch","summary":"As investors continue to rotate their exposure into value sectors, stocks in that corner of the mark","content":"<p>As investors continue to&nbsp;rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.</p><p><blockquote>Alliance Bernstein 分析师在周三发布的一份研究报告中表示，随着投资者继续将投资转向价值行业，市场这一角落的股票开始呈现出动量因素的特征，这种不寻常的组合对投资者来说是个好兆头。</blockquote></p><p>“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.</p><p><blockquote>“这是量化投资和价值投资的圣杯!”伯恩斯坦分析师写道。</blockquote></p><p>Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”</p><p><blockquote>他们指出，许多投资模型都是 “为价值和势头一致的跑赢大盘股票建立的，即为价格低廉但同时具有盈利势头和/或价格势头的跑赢大盘股票建立的。这是一个非常成功的组合”。</blockquote></p><p>Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.</p><p><blockquote>随着经济从冠状病毒大流行轮换中复苏，投资者目前正在转向被视为在盈利或销售增长方面提供价值的股票，并正在减少对受益于过去一年在家工作趋势而大幅上涨的股票的投资。</blockquote></p><p>“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.</p><p><blockquote>“这是由重新开放的贸易和改善的宏观前景推动的，并与名义收益率的持续上升、收益率曲线的陡峭和通胀预期的上升直接相关。我们在战术上看好多头，并认为还有很长的路要走，”Alliance Bernstein 分析师写道。</blockquote></p><p>Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials. &nbsp;The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.</p><p><blockquote>目前受益的行业——即从价值和动力两方面进行筛选——包括汽车、银行、能源和材料。能源、材料和金融行业以及非必需消费品是过去六个月盈利预期增幅最大的行业。这些盈利升级推动了股价表现。</blockquote></p><p>Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial&nbsp;and Ally Financial Inc.</p><p><blockquote>符合价值和动量筛选标准的具体股票包括福特汽车公司、PulteGroup、贝克休斯公司、杜邦德内穆尔公司，以及包括 KeyCorp、Fifth Third Bancorp、Regions Financial 和 Ally Financial Inc.在内的许多金融公司。</blockquote></p><p>The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”</p><p><blockquote>伯恩斯坦分析师指出，这种价值轮动的背景 “与历史上任何时期都大不相同。我们正处于一个截然不同的政策环境中，通胀制度可能正处于更大变革的开始”。</blockquote></p><p>Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.</p><p><blockquote>他们补充说，尽管如此，还是值得对早期的价值轮换进行比较和区分。目前的一次是自2009年以来最大的一次，2009年是2008年金融危机的反弹。</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>Value stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受欢迎，已成为动量股</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\">\nValue stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受欢迎，已成为动量股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-19 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors continue to&nbsp;rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.</p><p><blockquote>Alliance Bernstein 分析师在周三发布的一份研究报告中表示，随着投资者继续将投资转向价值行业，市场这一角落的股票开始呈现出动量因素的特征，这种不寻常的组合对投资者来说是个好兆头。</blockquote></p><p>“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.</p><p><blockquote>“这是量化投资和价值投资的圣杯!”伯恩斯坦分析师写道。</blockquote></p><p>Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”</p><p><blockquote>他们指出，许多投资模型都是 “为价值和势头一致的跑赢大盘股票建立的，即为价格低廉但同时具有盈利势头和/或价格势头的跑赢大盘股票建立的。这是一个非常成功的组合”。</blockquote></p><p>Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.</p><p><blockquote>随着经济从冠状病毒大流行轮换中复苏，投资者目前正在转向被视为在盈利或销售增长方面提供价值的股票，并正在减少对受益于过去一年在家工作趋势而大幅上涨的股票的投资。</blockquote></p><p>“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.</p><p><blockquote>“这是由重新开放的贸易和改善的宏观前景推动的，并与名义收益率的持续上升、收益率曲线的陡峭和通胀预期的上升直接相关。我们在战术上看好多头，并认为还有很长的路要走，”Alliance Bernstein 分析师写道。</blockquote></p><p>Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials. &nbsp;The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.</p><p><blockquote>目前受益的行业——即从价值和动力两方面进行筛选——包括汽车、银行、能源和材料。能源、材料和金融行业以及非必需消费品是过去六个月盈利预期增幅最大的行业。这些盈利升级推动了股价表现。</blockquote></p><p>Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial&nbsp;and Ally Financial Inc.</p><p><blockquote>符合价值和动量筛选标准的具体股票包括福特汽车公司、PulteGroup、贝克休斯公司、杜邦德内穆尔公司，以及包括 KeyCorp、Fifth Third Bancorp、Regions Financial 和 Ally Financial Inc.在内的许多金融公司。</blockquote></p><p>The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”</p><p><blockquote>伯恩斯坦分析师指出，这种价值轮动的背景 “与历史上任何时期都大不相同。我们正处于一个截然不同的政策环境中，通胀制度可能正处于更大变革的开始”。</blockquote></p><p>Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.</p><p><blockquote>他们补充说，尽管如此，还是值得对早期的价值轮换进行比较和区分。目前的一次是自2009年以来最大的一次，2009年是2008年金融危机的反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/value-stocks-are-so-in-favor-theyve-become-momentum-stocks-11616084864?mod=home-page\">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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/value-stocks-are-so-in-favor-theyve-become-momentum-stocks-11616084864?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1138262460","content_text":"As investors continue to rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials.  The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial and Ally Financial Inc.The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327224663,"gmtCreate":1616092539252,"gmtModify":1634527269830,"author":{"id":"3571888408679376","authorId":"3571888408679376","name":"DonnaLiang","avatar":"https://static.tigerbbs.com/b39ed8f97a10f354c3b280f588a8361f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571888408679376","idStr":"3571888408679376"},"themes":[],"title":"","htmlText":"Wow, amazing","listText":"Wow, amazing","text":"Wow, amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327224663","repostId":"1136193758","repostType":4,"isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327224154,"gmtCreate":1616092492278,"gmtModify":1634527269948,"author":{"id":"3571888408679376","authorId":"3571888408679376","name":"DonnaLiang","avatar":"https://static.tigerbbs.com/b39ed8f97a10f354c3b280f588a8361f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571888408679376","idStr":"3571888408679376"},"themes":[],"title":"","htmlText":"Add to watch list already","listText":"Add to watch list already","text":"Add to watch list already","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327224154","repostId":"2120157025","repostType":2,"isVote":1,"tweetType":1,"viewCount":3242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327225569,"gmtCreate":1616092273351,"gmtModify":1634527270538,"author":{"id":"3571888408679376","authorId":"3571888408679376","name":"DonnaLiang","avatar":"https://static.tigerbbs.com/b39ed8f97a10f354c3b280f588a8361f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571888408679376","idStr":"3571888408679376"},"themes":[],"title":"","htmlText":"Wow, amazing","listText":"Wow, amazing","text":"Wow, amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327225569","repostId":"1168629616","repostType":4,"isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322712588,"gmtCreate":1615826864944,"gmtModify":1703493745881,"author":{"id":"3571888408679376","authorId":"3571888408679376","name":"DonnaLiang","avatar":"https://static.tigerbbs.com/b39ed8f97a10f354c3b280f588a8361f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571888408679376","idStr":"3571888408679376"},"themes":[],"title":"","htmlText":"Thx for sharing","listText":"Thx for sharing","text":"Thx for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322712588","repostId":"1125447158","repostType":4,"isVote":1,"tweetType":1,"viewCount":2839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}