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ALVH
2021-10-10

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Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>

Slowing growth and tightening financial conditions. That makes Mike Wilson, Morgan Stanley’s chief i

Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":828991583,"tweetId":"828991583","gmtCreate":1633830442585,"gmtModify":1633830442693,"author":{"id":3559696317030368,"idStr":"3559696317030368","authorId":3559696317030368,"authorIdStr":"3559696317030368","name":"ALVH","avatar":"https://static.tigerbbs.com/e51a74fe0719fc4f9e10b19fb4e6e8e9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>[微笑]&nbsp;</body></html>","htmlText":"<html><head></head><body>[微笑]&nbsp;</body></html>","text":"[微笑]","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/828991583","repostId":1190298937,"repostType":4,"repost":{"id":"1190298937","kind":"news","pubTimestamp":1633787347,"share":"https://www.laohu8.com/m/news/1190298937?lang=zh_CN&edition=full","pubTime":"2021-10-09 21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"Slowing growth and tightening financial conditions.<blockquote>增长放缓和金融状况收紧。</blockquote> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.<blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"<blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.<blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.<blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.<blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote> 1. Financials: Bank of America (BAC)<blockquote>1.金融：美国银行（BAC）</blockquote> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.<blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.<blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.<blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote> 2. Consumer Staples: PepsiCo (PEP)<blockquote>2.必需消费品：百事可乐（PEP）</blockquote> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.<blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.<blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.<blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.<blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote> Pepsico shares offer a dividend yield of 2.8%.<blockquote>百事公司股票的股息率为2.8%。</blockquote> 3. Health care: Johnson &amp; Johnson (JNJ)<blockquote>3.医疗保健：强生（JNJ）</blockquote> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.<blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.<blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.<blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.<blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.<blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote> The stock currently has a dividend yield of 2.7%.<blockquote>该股目前的股息率为2.7%。</blockquote>","source":"lsy1612507957220","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>Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</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; 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}\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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nfinance.yahoo2021-10-09 21:49\n\n</h4>\n</header>\n<article>\nSlowing growth and tightening financial conditions.<blockquote>增长放缓和金融状况收紧。</blockquote> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.<blockquote>这让摩根士丹利首席投资官迈克·威尔逊感到紧张。</blockquote> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"<blockquote>“简而言之，更高的实际利率应该意味着更低的股价，”威尔逊上周在给客户的一份报告中写道。“其次，它们也可能意味着价值超过增长，即使整体股市走低。”</blockquote> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.<blockquote>Wilson在最近的一次采访中还表示，由于盈利预期过高，该公司10%-20%调整的看涨期权将由科技股引领。</blockquote> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.<blockquote>在此背景下，威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性板块。</blockquote> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.<blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote> 1. Financials: Bank of America (BAC)<blockquote>1.金融：美国银行（BAC）</blockquote> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.<blockquote>在过去十年中，美国银行精简和完善了其业务实践和运营，从美国评级最低的银行之一跃升为资产第二大银行（总资产约2.3万亿美元）。摩根大通拥有3万亿美元的资产，是最大的。</blockquote> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.<blockquote>随着经济继续从疫情中复苏，通胀继续飙升，利率可能会上升，这使该银行处于继续取得成功的有利位置。银行通过更大的“利差”（他们支付给客户的利息与他们通过投资赚取的利息之间的差额）从更高的利率中受益。</blockquote> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.<blockquote>尽管上个季度没有完全达到盈利水平，但美国银行还是向股东提高了股息，将其收益率从每股18美分提高到21美分，增加了17%。目前，该股的股息率为1.9%。</blockquote> 2. Consumer Staples: PepsiCo (PEP)<blockquote>2.必需消费品：百事可乐（PEP）</blockquote> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.<blockquote>百事可乐不仅仅是一个主要的可乐和苏打水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐旗下。</blockquote> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.<blockquote>但这家食品和饮料巨头还在全球拥有菲多利、桂格食品、纯果乐、SodaStream和数十个其他品牌。</blockquote> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.<blockquote>由于每个人都花这么多时间在家，疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7月份，该公司报告净销售额同比增长超过20%，达到192.2亿美元，远高于180亿美元的预期。</blockquote> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.<blockquote>该公司正在通过健康的股息将一些甜的（或咸的，取决于你的口味）美元传递给股东，这些年来股息一直在稳步增加。过去十年，百事可乐的股息复合增长率为7.7%，而其主要竞争对手可口可乐的股息复合增长率为6.1%。</blockquote> Pepsico shares offer a dividend yield of 2.8%.<blockquote>百事公司股票的股息率为2.8%。</blockquote> 3. Health care: Johnson &amp; Johnson (JNJ)<blockquote>3.医疗保健：强生（JNJ）</blockquote> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.<blockquote>强生公司的医疗器械、药品和消费品业务已成为家喻户晓的品牌。</blockquote> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.<blockquote>更重要的是，其众多子公司，包括Band-Aid、Tylenol、Neutrogena、Listerine和Clean&amp;Clear都可以独立成为成功的品牌。</blockquote> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.<blockquote>强生在医疗保健领域的多元化持股确保其能够度过任何经济衰退。JNJ旗下的Janssen Pharamceutica部门拥有一些行业领先的免疫学和癌症治疗药物，因此JNJ拥有大量的增长机会。</blockquote> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.<blockquote>该公司第二季度的业绩受到全年COVID-19注射收入125.9亿美元的提振，仅第二季度全球销售额就达到1.64亿美元。</blockquote> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.<blockquote>强生通过第三季度1.06美元的股息与股东分享了其成功，高于六个月前的1.01美元。</blockquote> The stock currently has a dividend yield of 2.7%.<blockquote>该股目前的股息率为2.7%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html\">finance.yahoo</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","PEP":"百事可乐","JNJ":"强生"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1,"symbols_score_info":{"BAC":0.9,"JNJ":0.9,"PEP":0.9}},"isVote":1,"tweetType":1,"viewCount":1692,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍在呼吁10%-20%的崩盘——这样保护自己</blockquote>

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