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2021-10-05
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Investors eye Big Tech as stock market wobbles
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Previous dips over the years have often been met by furious buying.</p>\n<p>Still, a heavy weighting in broader indexes, comparatively elevated valuations and wide ownership have led some investors to worry over the repercussions of a prolonged period of underperformance for tech and tech-related names.</p>\n<p>Here are a few of the metrics investors are studying as they weigh whether to stay the course in tech or pare back their holdings:</p>\n<p>A CROWDED TRADE</p>\n<p>Years of solid performance have made tech stocks a mainstay in portfolios across Wall Street, periodically spurring concerns that they may be susceptible to violent market swings if investors try to sell all at once.</p>\n<p>Facebook(FB.O), Amazon(AMZN.O), Microsoft(MSFT.O)and Google-parent Alphabet(GOOGL.O)have ranked among the top five most popular hedge fund long positions for the past 15 consecutive quarters, a study by Goldman Sachs showed.</p>\n<p>At the same time, 40% of fund managers surveyed by BofA Global Research in September said buying U.S. technology stocks was the market's most crowded trade, a designation tech stocks have received for three straight months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fb7b5fc48d63fd3c5270ace9ef27948\" tg-width=\"1288\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Reuters Graphics</span></p>\n<p>WEIGHTING IN THE S&P 500</p>\n<p>The tech sector by itself holds a 27.7% weighting in the S&P 500, more than twice that of the number two sector, healthcare(.SPXHC). Adding four tech-related companies that are in other sectors -- Alphabet, Amazon, Facebook and Netflix(NFLX.O)-- boosts that weighting to 38.8%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07df3e74c02b109cb184686ab58fea61\" tg-width=\"1572\" tg-height=\"820\" width=\"100%\" height=\"auto\"><span>Reuters Graphics</span></p>\n<p>VALUATIONS</p>\n<p>The technology sector trades at 25.8 times forward 12-month earnings estimates, compared with 20.7 times for the overall S&P 500, according to Refinitiv Datastream.</p>\n<p>While growth and technology stocks have typically commanded greater valuations in recent years, some market participants worry that the category's reputation for delivering gains year after year has helped stretch their prices beyond levels that may be justified by fundamentals.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae60e1ad22ffbf7fc379463aa450dfe3\" tg-width=\"955\" tg-height=\"717\" width=\"100%\" height=\"auto\"><span>forward P/E ratios</span></p>\n<p>EARNINGS</p>\n<p>The tech sector's earnings held up much better than those of the broader market last year as the coronavirus pandemic wreaked widespread economic havoc. As the world emerges from lockdowns this year, tech's profit growth has not been quite as strong as S&P 500 companies overall.</p>\n<p><img src=\"https://static.tigerbbs.com/27866041acd71d6c7f7b8a923286f372\" tg-width=\"1528\" tg-height=\"1230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Reuters GraphicsReporting by Lewis Krauskopf; Editing by Ira Iosebashvili and Richard Pullin</p>","source":"lsy1601381805984","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>Investors eye Big Tech as stock market wobbles</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nInvestors eye Big Tech as stock market wobbles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 17:53 GMT+8 <a href=https://www.reuters.com/business/investors-eye-big-tech-stock-market-wobbles-2021-10-05/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK, Oct 5 (Reuters) - Technology stocks are bearing the brunt of a recent market selloff, putting a spotlight on how an extended downturn in the sector could weigh on broader equity indexes.\n...</p>\n\n<a href=\"https://www.reuters.com/business/investors-eye-big-tech-stock-market-wobbles-2021-10-05/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/business/investors-eye-big-tech-stock-market-wobbles-2021-10-05/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118115297","content_text":"NEW YORK, Oct 5 (Reuters) - Technology stocks are bearing the brunt of a recent market selloff, putting a spotlight on how an extended downturn in the sector could weigh on broader equity indexes.\nAfter Monday's sharp drop, the S&P 500 technology sector(.SPLRCT)is down 6.7% since the overall S&P 500 closed at a record on Sept. 2, compared with a 5.2% decline for the broader index over that time.(.N)\nThe tech-heavy Nasdaq Composite(.IXIC), meanwhile, is down 7.3% from its Sept. 7 closing high, getting closer to marking a 10% correction.\nThe tumble comes amid a cluster of worries that hit markets in recent weeks, including a looming unwind of the Federal Reserve's easy money policies, a jump in Treasury yields and a nasty battle among lawmakers over the U.S. debt ceiling.read more\nMany investors are hesitant to cut their exposure to technology-focused stocks, which have led markets for most of the last decade and are expected to deliver strong earnings growth even if the economic climate worsens. Previous dips over the years have often been met by furious buying.\nStill, a heavy weighting in broader indexes, comparatively elevated valuations and wide ownership have led some investors to worry over the repercussions of a prolonged period of underperformance for tech and tech-related names.\nHere are a few of the metrics investors are studying as they weigh whether to stay the course in tech or pare back their holdings:\nA CROWDED TRADE\nYears of solid performance have made tech stocks a mainstay in portfolios across Wall Street, periodically spurring concerns that they may be susceptible to violent market swings if investors try to sell all at once.\nFacebook(FB.O), Amazon(AMZN.O), Microsoft(MSFT.O)and Google-parent Alphabet(GOOGL.O)have ranked among the top five most popular hedge fund long positions for the past 15 consecutive quarters, a study by Goldman Sachs showed.\nAt the same time, 40% of fund managers surveyed by BofA Global Research in September said buying U.S. technology stocks was the market's most crowded trade, a designation tech stocks have received for three straight months.\nReuters Graphics\nWEIGHTING IN THE S&P 500\nThe tech sector by itself holds a 27.7% weighting in the S&P 500, more than twice that of the number two sector, healthcare(.SPXHC). Adding four tech-related companies that are in other sectors -- Alphabet, Amazon, Facebook and Netflix(NFLX.O)-- boosts that weighting to 38.8%.\nReuters Graphics\nVALUATIONS\nThe technology sector trades at 25.8 times forward 12-month earnings estimates, compared with 20.7 times for the overall S&P 500, according to Refinitiv Datastream.\nWhile growth and technology stocks have typically commanded greater valuations in recent years, some market participants worry that the category's reputation for delivering gains year after year has helped stretch their prices beyond levels that may be justified by fundamentals.\nforward P/E ratios\nEARNINGS\nThe tech sector's earnings held up much better than those of the broader market last year as the coronavirus pandemic wreaked widespread economic havoc. As the world emerges from lockdowns this year, tech's profit growth has not been quite as strong as S&P 500 companies overall.\nReuters GraphicsReporting by Lewis Krauskopf; Editing by Ira Iosebashvili and Richard Pullin","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"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,"upFlag":false,"length":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/820711119"}
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