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Eslana
2021-06-14
Wow
Bank of America names the ‘cheaper’, ‘higher quality’ tech stocks to buy right now
Eslana
2021-06-14
Guo
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Eslana
2021-06-14
No
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Eslana
2021-06-14
Lol
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Eslana
2021-06-14
Ghkfdf
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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\">\nBank of America names the ‘cheaper’, ‘higher quality’ tech stocks to buy right now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 08:44 GMT+8 <a href=https://www.cnbc.com/2021/06/14/bank-of-america-names-quality-tech-stocks-to-buy-right-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A number of tech companies are trading cheaper than their big name counterparts and are of a “higher quality,” according to Bank of America, which picked multiple stocks in the sector.\nDespite the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/14/bank-of-america-names-quality-tech-stocks-to-buy-right-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVMLF":"Navarre Minerals Ltd.","VRM":"Vroom, Inc.","NTNX":"Nutanix Inc.","BAC":"美国银行","AAPL":"苹果","TER":"泰瑞达","AVLR":"Avalara Inc","MTCH":"Match Group, Inc.","TDC":"天睿公司","CVNA":"Carvana Co.","QRVO":"Qorvo, Inc."},"source_url":"https://www.cnbc.com/2021/06/14/bank-of-america-names-quality-tech-stocks-to-buy-right-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1139389326","content_text":"A number of tech companies are trading cheaper than their big name counterparts and are of a “higher quality,” according to Bank of America, which picked multiple stocks in the sector.\nDespite the tech sector being “one of the most expensive sectors vs. history” right now, the bank’s analysts argued that small and mid-cap tech companies are “cheap on most metrics vs. large cap peers.”\nBofA’s investor’s guide to small and mid-cap tech companies, published Monday, covers semiconductor, software, hardware and internet stocks, based on themes ranging from the post-pandemic economic reopening to the current chip shortage.\nHere are 10 of the bank’s top under-the-radar tech stock picks:\nSemiconductors\nTop picks include semiconductor test equipment maker Teradyne. The analysts, led by Jill Carey Hall, noted it is likely to benefit from a shift to 5G– chips are vital components of smartphones – and longer-term demand from its customer Apple. The bank also likes Qorvo, “a leading radio frequency component supplier across smartphones and infrastructure/industrial applications,” along with Nova Measuring Instruments.\n“Nova Instruments … is exposed to our favorite market in semis, semicap equipment, which we expect can grow at a 16% CAGR through 2023,” the bank’s analysts stated, referring to its estimated compound annual growth rate for semiconductor capital equipment.\nSoftware and hardware\nHybrid working is likely to have a “lasting impact” on cloud computing, which is set to benefit from the shift to e-commerce, a move toward software applications in areas like finance and procurement, and more use of video-calling tech.\nTax software firm Avalarais a top pick for BofA, which described it as a long-term “winner,” with the potential to make “solid” margins due to a high customer retention rate. The bank also singled out Concentrix, a firm that runs call centers and develops customer service technology, for its presence in developed and emerging markets, and its strong relationships with clients.\nIt also likes data analytics firmT eradata and cloud firm Nutanix.\nInternet and media\n“Internet companies were some of the obvious beneficiaries of stay-at-[home-]orders, causing substantial revenue accelerations in 2020,” BofA stated, and some companies are likely to have “permanent” gains.\nDating company Match Group is set to be one of those, and its apps including Tinder, OKCupid and Hinge are likely to see further upside as vaccine distribution continues, the bank said. BofA likes Match Group’s “efficient go-to-market strategy, product expertise, ability to effectively acquire new users and combination of both subscription and freemium sites.”\nThe analysts also like used car websites Vroom and Carvana, which they said will likely get a boost from Americans spending their stimulus checks on autos. Vroom could reach triple-digit growth this year, the bank estimated, while Carvana is likely to do well as it increases its capacity by opening a new reconditioning center.\nBofA’s analysts explained that the market is in “mid-cycle,” a time when the economy is growing and companies have healthy profits. “We are firmly in Mid-Cycle – a phase that typically lasts 9-10 months (we’re in month 5). Historically, this has been the best phase for small cap Tech – which has outperformed both the index and large cap peers 63% of the time in this phase,” the analysts said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185628587,"gmtCreate":1623647024849,"gmtModify":1634030667366,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Guo","listText":"Guo","text":"Guo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185628587","repostId":"1130831385","repostType":4,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185628872,"gmtCreate":1623647008796,"gmtModify":1634030667734,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185628872","repostId":"2142422555","repostType":4,"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185621600,"gmtCreate":1623646972100,"gmtModify":1634030668692,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185621600","repostId":"1110781663","repostType":4,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185623093,"gmtCreate":1623646903312,"gmtModify":1634030670256,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Ghkfdf","listText":"Ghkfdf","text":"Ghkfdf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185623093","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":185628872,"gmtCreate":1623647008796,"gmtModify":1634030667734,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185628872","repostId":"2142422555","repostType":4,"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185621600,"gmtCreate":1623646972100,"gmtModify":1634030668692,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185621600","repostId":"1110781663","repostType":4,"repost":{"id":"1110781663","kind":"news","pubTimestamp":1623641847,"share":"https://www.laohu8.com/m/news/1110781663?lang=&edition=full","pubTime":"2021-06-14 11:37","market":"us","language":"en","title":"JPMorgan, Morgan Stanley Urge Treasuries Bears to Hold Firm","url":"https://stock-news.laohu8.com/highlight/detail?id=1110781663","media":"Bloomberg","summary":"JPMorgan, TD Securities strategists said short 10-year bonds\nMorgan Stanley sees risk of hawkish FOM","content":"<ul>\n <li>JPMorgan, TD Securities strategists said short 10-year bonds</li>\n <li>Morgan Stanley sees risk of hawkish FOMC surprise this week</li>\n</ul>\n<p>Despite a short squeeze that pushed benchmark Treasury yields to a three-month low last week, Wall Street is urging bond bears to stick to their guns.</p>\n<p>Strategists at JPMorgan Chase & Co. said Friday they turned bearish on 10-year Treasuries ahead of the Federal Reserve meeting on Wednesday as markets are now pricing in a too shallow rate hike outlook, while their peers at Morgan Stanley are bracing for a hawkish surprise. A team at TD Securities called for a “tactical short” in the benchmark securities on Thursday.</p>\n<p>“Given rich valuations and a benign implied tightening pace, we turn bearish in 10-year Treasuries,” wrote a JPMorgan team including Jay Barry. “The pendulum has swung over the current quarter as Treasuries have moved from extremely cheap to extremely rich.”</p>\n<p>Bond investors have been abandoning short bets in recent weeks on an expectation Fed officials will reaffirm that an ultra-loose policy remains appropriate, and that it’s too soon to start even considering tapering purchases of Treasuries and mortgage-backed securities. Still, officials could project interest-rate liftoff in 2023 amid faster economic growth and inflation, according to economists surveyed by Bloomberg -- something the swap-market is pricing for April that year.</p>\n<p><img src=\"https://static.tigerbbs.com/b4fa0d5ea8af8a48c9b50c3ed9569f9c\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Ten-year yields inchedup toaround 1.46% Monday after hitting the lowest since March on Friday. That coincided with a key Fibonacci technical support level, stemming from the rise in yields from last year’s pandemic lows.</p>\n<p><b>Fed Catalyst</b></p>\n<p>While market expectations for the Fed to hike rates are more hawkish than the central bank’s own guidance, swaps are pricing in less than 100 basis points of tightening over the next four years, according to the JPMorgan strategists. That suggests markets see a relatively low pace of normalization, they said.</p>\n<p>TD Securities see the potential for the central bank’s median “dot” for 2023 -- a gauge of its expectations for rates that year -- to move higher, according to a note from strategists including Priya Misra. That would likely surprise the market, which is priced for a dovish Fed, they said, calling for benchmark yields to bounce back to the 1.70% level.</p>\n<p>The slump in Treasury yields after last week’s U.S. consumer-price data suggests markets are completely ignoring inflation as transitory, just when a case can be made for its sustainability, wrote Morgan Stanley’s head of U.S. interest rate strategy Guneet Dhingra in a note Friday.</p>\n<p>“Given the shift in the mix of inflation from transitorytowardssustainable, the risk of a hawkish tilt within the FOMC has increased, exposing the rates market to a hawkish surprise,” he said.</p>","source":"lsy1584095487587","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>JPMorgan, Morgan Stanley Urge Treasuries Bears to Hold Firm</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\">\nJPMorgan, Morgan Stanley Urge Treasuries Bears to Hold Firm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 11:37 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-06-14/jpmorgan-morgan-stanley-urge-treasuries-bears-to-hold-firm?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JPMorgan, TD Securities strategists said short 10-year bonds\nMorgan Stanley sees risk of hawkish FOMC surprise this week\n\nDespite a short squeeze that pushed benchmark Treasury yields to a three-month...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-14/jpmorgan-morgan-stanley-urge-treasuries-bears-to-hold-firm?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-14/jpmorgan-morgan-stanley-urge-treasuries-bears-to-hold-firm?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110781663","content_text":"JPMorgan, TD Securities strategists said short 10-year bonds\nMorgan Stanley sees risk of hawkish FOMC surprise this week\n\nDespite a short squeeze that pushed benchmark Treasury yields to a three-month low last week, Wall Street is urging bond bears to stick to their guns.\nStrategists at JPMorgan Chase & Co. said Friday they turned bearish on 10-year Treasuries ahead of the Federal Reserve meeting on Wednesday as markets are now pricing in a too shallow rate hike outlook, while their peers at Morgan Stanley are bracing for a hawkish surprise. A team at TD Securities called for a “tactical short” in the benchmark securities on Thursday.\n“Given rich valuations and a benign implied tightening pace, we turn bearish in 10-year Treasuries,” wrote a JPMorgan team including Jay Barry. “The pendulum has swung over the current quarter as Treasuries have moved from extremely cheap to extremely rich.”\nBond investors have been abandoning short bets in recent weeks on an expectation Fed officials will reaffirm that an ultra-loose policy remains appropriate, and that it’s too soon to start even considering tapering purchases of Treasuries and mortgage-backed securities. Still, officials could project interest-rate liftoff in 2023 amid faster economic growth and inflation, according to economists surveyed by Bloomberg -- something the swap-market is pricing for April that year.\n\nTen-year yields inchedup toaround 1.46% Monday after hitting the lowest since March on Friday. That coincided with a key Fibonacci technical support level, stemming from the rise in yields from last year’s pandemic lows.\nFed Catalyst\nWhile market expectations for the Fed to hike rates are more hawkish than the central bank’s own guidance, swaps are pricing in less than 100 basis points of tightening over the next four years, according to the JPMorgan strategists. That suggests markets see a relatively low pace of normalization, they said.\nTD Securities see the potential for the central bank’s median “dot” for 2023 -- a gauge of its expectations for rates that year -- to move higher, according to a note from strategists including Priya Misra. That would likely surprise the market, which is priced for a dovish Fed, they said, calling for benchmark yields to bounce back to the 1.70% level.\nThe slump in Treasury yields after last week’s U.S. consumer-price data suggests markets are completely ignoring inflation as transitory, just when a case can be made for its sustainability, wrote Morgan Stanley’s head of U.S. interest rate strategy Guneet Dhingra in a note Friday.\n“Given the shift in the mix of inflation from transitorytowardssustainable, the risk of a hawkish tilt within the FOMC has increased, exposing the rates market to a hawkish surprise,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185628587,"gmtCreate":1623647024849,"gmtModify":1634030667366,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Guo","listText":"Guo","text":"Guo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185628587","repostId":"1130831385","repostType":4,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185626902,"gmtCreate":1623647041106,"gmtModify":1634030666874,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185626902","repostId":"1139389326","repostType":4,"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185623093,"gmtCreate":1623646903312,"gmtModify":1634030670256,"author":{"id":"3580611180496499","authorId":"3580611180496499","name":"Eslana","avatar":"https://static.tigerbbs.com/0229b750089499ad324c9905cbc965c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580611180496499","authorIdStr":"3580611180496499"},"themes":[],"htmlText":"Ghkfdf","listText":"Ghkfdf","text":"Ghkfdf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185623093","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
