Tech is teetering as rates get high and expectations get higher: Sector Watch

Seekingalpha2021-03-01

The Information Technology (NYSEARCA:XLK) sector is coming under pressure from the latest rise in yields, as stocks that rallied duringthe pandemic recovery come under the valuation microscope.XLK ...

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精彩评论

理财的孩子
2021-03-03
理财的孩子
Keeping faith ~
Damon_6050
2021-03-01
Damon_6050
Good
Irrevenantal
2021-03-01
Irrevenantal
Tech will rise again
Youji
2021-03-01
Youji
Good
JosephHo
2021-03-01
JosephHo
Ok
- JosephHo:
  like and comment
- JosephHo:
  like and comment
ll2
2021-03-01
ll2
Time to look at other sectors

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That’s another level that it’s been comfortably above since the November swoon.The sector's problems are a mix of the phenomenon ofrising yields being toxic to high-growth stocksand continued disappointment of very high expectations.Apple (NASDAQ:AAPL), the biggest influencer of XLK and the S&P(NYSEARCA:SPY)as a whole, is among those most vulnerable to the effect of rising rates on discounted future earnings.The company has been taking advantage of recent record-low rates to issue debt and its buybacks were praised over the weekend by Warren Buffett.Bufftett said the increase in Berkshire Hathaway’s(NYSE:BRK.A)(NYSE:BRK.B)stake in Apple “was costless to us, coming about because Apple has continuously repurchased its shares, therebysubstantially shrinking the number it now has outstanding.\"But the stock has struggled this year after the its status as a new defensive has left it out of favor compared with recovery and reflation plays.It’s the worst performer of the megacaps this year, down 8.6%.AAPL fell below its 100-day SMA this past week, a level it’s held abovesince the pandemic recovery in late April.Cathie Wood’s ARK Investment Management sold shares of Apple on Friday. It shed 460K shares from the ARK Next Generation Internet ETF(NYSEARCA:ARKW)and 91K shares from the ARK Autonomous Technology and Robotics ETF(BATS:ARKQ).Salesforce.com(NYSE:CRM)turned negative for the first time this week after its earnings report. 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business.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":365237690,"gmtCreate":1614743827210,"gmtModify":1703480565609,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"理财的孩子","avatar":"https://static.tigerbbs.com/93cd37a262dd5bbd44770192dd5619cd","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3555464381271027","authorIdStr":"3555464381271027"},"htmlText":"Keeping faith ~","listText":"Keeping faith ~","text":"Keeping faith 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to look at other sectors","text":"Time to look at other sectors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362936297","repostId":1194124789,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":21,"commentSize":10,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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