449ff09a
2021-10-06
Make sense
Analyst forecasts tech stock rebound of at least 10% and says rate fears will soon pass
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":829896083,"tweetId":"829896083","gmtCreate":1633484845829,"gmtModify":1633484917823,"author":{"id":3569133365230412,"idStr":"3569133365230412","authorId":3569133365230412,"authorIdStr":"3569133365230412","name":"449ff09a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":23,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Make sense</p></body></html>","htmlText":"<html><head></head><body><p>Make sense</p></body></html>","text":"Make sense","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/829896083","repostId":2173130629,"repostType":2,"repost":{"id":"2173130629","pubTimestamp":1633484444,"share":"https://www.laohu8.com/m/news/2173130629?lang=&edition=full","pubTime":"2021-10-06 09:40","market":"us","language":"en","title":"Analyst forecasts tech stock rebound of at least 10% and says rate fears will soon pass","url":"https://stock-news.laohu8.com/highlight/detail?id=2173130629","media":"MarketWatch","summary":"Tech stocks seem to be falling off the rails of late, with the Nasdaq Composite slumping Monday to t","content":"<p>Tech stocks seem to be falling off the rails of late, with the Nasdaq Composite slumping Monday to take the benchmark index 7% below its record high.</p>\n<p>To closely followed tech analyst Dan Ives of Wedbush Securities, this is just a \"white knuckle moment\" that will soon pass. Ives says the worries around rising yields and growth stock valuations will give way to a year-end rally of at least 10% in the tech space.</p>\n<p>\"While the long standing bears will continue to yell fire into a crowded theater on a 20 bps move in the 10-year , we instead focus on the $2 trillion digital transformation opportunity across the enterprise and consumer ecosystem over the coming years that is on tech's doorstep,\" he said in a note to clients.</p>\n<p>\"While the valuation debate will continue to be front and center in a rising rate environment, we fundamentally believe the Street is massively underestimating what the tech growth picture looks like into 2022 and thus remain a core tenet of our unwavering tech bull thesis with this another pound the table moment to own tech stocks.\"</p>\n<p>Ives concedes that the pandemic led to \"a massive pull forward\" in demand for cloud, e-commerce, cyber security and other tech companies. But he said it's way too early to throw in the white towel and said investors should double down.</p>\n<p>Apple is Wedbush's favorite of the FAANG stocks, as he cited Microsoft, DocuSign, Matterport and Pegasystems as favorite cloud stocks. In cybersecurity, Wedbush favorites are Varonis Systems, Zscaler, Telos, SailPoint Technologies, Tenable Holdings, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW) and Fortinet.</p>","source":"lsy1603348471595","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>Analyst forecasts tech stock rebound of at least 10% and says rate fears will soon pass</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: 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\">\nAnalyst forecasts tech stock rebound of at least 10% and says rate fears will soon pass\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 09:40 GMT+8 <a href=https://www.marketwatch.com/story/rate-fears-just-another-white-knuckle-moment-for-tech-stocks-says-this-analyst-whos-forecasting-rebound-of-at-least-10-11633427803?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks seem to be falling off the rails of late, with the Nasdaq Composite slumping Monday to take the benchmark index 7% below its record high.\nTo closely followed tech analyst Dan Ives of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/rate-fears-just-another-white-knuckle-moment-for-tech-stocks-says-this-analyst-whos-forecasting-rebound-of-at-least-10-11633427803?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VRNS":"Varonis Systems, Inc.","TENB":"Tenable Holdings Inc.","DOCU":"Docusign","TLS":"Telos Corporation","ZS":"Zscaler Inc.",".DJI":"道琼斯","MTTR":"Matterport, Inc.","SAIL":"Sailpoint Technologies Holdings Inc.","MSFT":"微软",".IXIC":"NASDAQ Composite","PEGA":"Pegasystems Inc",".SPX":"S&P 500 Index","AAPL":"苹果","FTNT":"飞塔信息","PANW":"Palo Alto Networks"},"source_url":"https://www.marketwatch.com/story/rate-fears-just-another-white-knuckle-moment-for-tech-stocks-says-this-analyst-whos-forecasting-rebound-of-at-least-10-11633427803?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173130629","content_text":"Tech stocks seem to be falling off the rails of late, with the Nasdaq Composite slumping Monday to take the benchmark index 7% below its record high.\nTo closely followed tech analyst Dan Ives of Wedbush Securities, this is just a \"white knuckle moment\" that will soon pass. Ives says the worries around rising yields and growth stock valuations will give way to a year-end rally of at least 10% in the tech space.\n\"While the long standing bears will continue to yell fire into a crowded theater on a 20 bps move in the 10-year , we instead focus on the $2 trillion digital transformation opportunity across the enterprise and consumer ecosystem over the coming years that is on tech's doorstep,\" he said in a note to clients.\n\"While the valuation debate will continue to be front and center in a rising rate environment, we fundamentally believe the Street is massively underestimating what the tech growth picture looks like into 2022 and thus remain a core tenet of our unwavering tech bull thesis with this another pound the table moment to own tech stocks.\"\nIves concedes that the pandemic led to \"a massive pull forward\" in demand for cloud, e-commerce, cyber security and other tech companies. But he said it's way too early to throw in the white towel and said investors should double down.\nApple is Wedbush's favorite of the FAANG stocks, as he cited Microsoft, DocuSign, Matterport and Pegasystems as favorite cloud stocks. In cybersecurity, Wedbush favorites are Varonis Systems, Zscaler, Telos, SailPoint Technologies, Tenable Holdings, Palo Alto Networks (PANW) and Fortinet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"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":9,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/829896083"}
精彩评论