'We really want exposure to the consumer' as economy stages powerful recovery, Wells Fargo's Chris Harvey says_老虎社区_美港股上老虎

'We really want exposure to the consumer' as economy stages powerful recovery, Wells Fargo's Chris Harvey says

cnbc2021-03-25

Wells Fargo Securities' Chris Harvey is building a major part of his strategy on a consumer comeback. From hotels to casinos to restaurants, many of this year's winning trades will involve spending ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

xoxoll
·2021-03-25
Help me like and comment
回复
3
举报
收起
- Joker_Smile:
  completed
  2021-03-25
  回复
  举报
- EV8:
  👍👍
  2021-03-25
  回复
  举报
bullrun
·2021-03-25
Like n comment pls
回复
2
举报
收起
- Unicorn82:
  Ok
  2021-03-25
  回复
  举报
- SSim:
  YEa
  2021-03-25
  回复
  举报
- xoxoll:
  Help me like anD CoMment
  2021-03-25
  回复
  举报
查看更多 2 条评论
armypanda90
·2021-03-25
It should be going higher from here soon.
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1163112973?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/81696a8d77e14122d00486602eb0855d","is_english":true,"pubTime":"2021-03-25 08:23","share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","id":"1163112973","market":"us","top_or_hot":-1,"title":"'We really want exposure to the consumer' as economy stages powerful recovery, Wells Fargo's Chris Harvey says","media":"cnbc","content":"<div>\n<p>Wells Fargo Securities' Chris Harvey is building a major part of his strategy on a consumer comeback.\nFrom hotels to casinos to restaurants, many of this year's winning trades will involve spending ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/24/boost-exposure-to-consumer-stocks-as-covid-vaccinations-grow-wells-fargo.html\">网页链接</a>\n\n</div>\n","source":"cnbc_highlight","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>'We really want exposure to the consumer' as economy stages powerful recovery, Wells Fargo's Chris Harvey says</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\">\n'We really want exposure to the consumer' as economy stages powerful recovery, Wells Fargo's Chris Harvey says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/24/boost-exposure-to-consumer-stocks-as-covid-vaccinations-grow-wells-fargo.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wells Fargo Securities' Chris Harvey is building a major part of his strategy on a consumer comeback.\nFrom hotels to casinos to restaurants, many of this year's winning trades will involve spending ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/24/boost-exposure-to-consumer-stocks-as-covid-vaccinations-grow-wells-fargo.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WFC","symbol_name":"富国银行","start_time":0,"source_url":"https://www.cnbc.com/2021/03/24/boost-exposure-to-consumer-stocks-as-covid-vaccinations-grow-wells-fargo.html","article_id":"1163112973","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/81696a8d77e14122d00486602eb0855d"],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/03/24/boost-exposure-to-consumer-stocks-as-covid-vaccinations-grow-wells-fargo.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1163112973","pubTimestamp":1616631797,"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Wells Fargo Securities' Chris Harvey is building a major part of his strategy on a consumer comeback","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"WFC":"富国银行"},"translate_title":"富国银行的哈维说，随着经济进入强劲复苏阶段，我们真的希望与消费者接触","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WFC":0.9},"content_text":"Wells Fargo Securities' Chris Harvey is building a major part of his strategy on a consumer comeback.\nFrom hotels to casinos to restaurants, many of this year's winning trades will involve spending outside the home, the firm's head of equity strategy predicts.\n\"We really want exposure to the consumer,\" Harvey told CNBC's \"Trading Nation\" on Wednesday. \"We haven't seen the consumer this strong coming out of a recession in a long, long time.\"\nHarvey, who's in the V-shaped economic recovery camp, believes it's time to boost exposure to consumer plays. He contends a ramp-up in Covid-19 vaccinations will help boost theconsumer servicesgroup, which he upgraded to overweight from neutral last month.\nConsumers \"want to spend money on themselves, and they want to spend money on their family. That we think is a very, very potent cocktail, especially when you throw in monetary and fiscal policy,\" said Harvey.\nWhile Harvey focuses on consumer plays, he's curbing his enthusiasm for early cycle trades. He believes bullish activity surrounding machinery,semiconductors, metals andsmall capsis in the late innings.\n\"Last year we got real positive on risk, ondeep, deep value, small caps,\" he said. \"They've all performed incredibly well, and even better than we ever would have expected.\"\nNow, he wants to focus on groups that are less picked-over and haven't performed as well relative to the overall market.\n\"Consumers are going to spend a lot of money on services,\" said Harvey. \"A lot of these names haven't performed as well as the rest of the cyclical trade has year to date and over the last 12 months.\"\nAccording to Harvey, shifting money out of growth stocks, which are under pressure from rising Treasury yields, is a prudent way to get exposure.\n\"You want to continue to lighten up on growth and momentum-type stocks — especially on strength,\" he said. \"These are the areas ... where a lot of the stress is going to occur over the next couple of weeks, next couple of months.\"\nHisS&P 500year-end price target is 3,850, which implies a 1% drop from Wednesday's close.\n\"You could have 12 months ago closed your eyes and woken up and [had] great performance,\" Harvey said. \"We don't think that's going to occur over the next 12 months.\"","kind":null,"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":351787309,"gmtCreate":1616634016801,"gmtModify":1634524828547,"author":{"id":"3572249185724220","authorId":"3572249185724220","name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572249185724220","authorIdStr":"3572249185724220"},"htmlText":"Help me like and comment&nbsp;","listText":"Help me like and comment&nbsp;","text":"Help me like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/351787309","repostId":1163112973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3876507,"gmtCreate":1616634411882,"gmtModify":1635749619251,"authorId":3574572092080891,"author":{"id":3574572092080891,"idStr":"3574572092080891","authorId":3574572092080891,"name":"Joker_Smile","avatar":"https://static.tigerbbs.com/fb5bf41aabce75edc01766ad80e2bf49","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351787309,"type":1,"supId":0,"prevId":0,"content":"<u>completed</u>","text":"<u>completed</u>","html":"<u>completed</u>"},{"id":3876739,"gmtCreate":1616635857720,"gmtModify":1635749602096,"authorId":3576472032670521,"author":{"id":3576472032670521,"idStr":"3576472032670521","authorId":3576472032670521,"name":"EV8","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351787309,"type":1,"supId":0,"prevId":0,"content":"👍👍","text":"👍👍","html":"👍👍"}],"langContent":"EN"},{"id":351715904,"gmtCreate":1616633044608,"gmtModify":1634524837152,"author":{"id":"3576496012245511","authorId":"3576496012245511","name":"bullrun","avatar":"https://static.tigerbbs.com/c396f920afd3fad38e6ce41e5cfb71e9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576496012245511","authorIdStr":"3576496012245511"},"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/351715904","repostId":1163112973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3876369,"gmtCreate":1616633271835,"gmtModify":1635749630324,"authorId":3575238340277690,"author":{"id":3575238340277690,"idStr":"3575238340277690","authorId":3575238340277690,"name":"Unicorn82","avatar":"https://static.tigerbbs.com/bdb8d97fb98bd68d1bf5ab48f6170acb","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351715904,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":3876377,"gmtCreate":1616633354862,"gmtModify":1635749629709,"authorId":3573512309350380,"author":{"id":3573512309350380,"idStr":"3573512309350380","authorId":3573512309350380,"name":"SSim","avatar":"https://static.tigerbbs.com/bc347d90f5e5fb868ce6d6c9cf5f4763","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351715904,"type":1,"supId":3876369,"prevId":0,"content":"YEa","text":"YEa","html":"YEa"},{"id":3876452,"gmtCreate":1616634038628,"gmtModify":1635749624021,"authorId":3572249185724220,"author":{"id":3572249185724220,"idStr":"3572249185724220","authorId":3572249185724220,"name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351715904,"type":1,"supId":0,"prevId":0,"content":"Help me like anD CoMment ","text":"Help me like anD CoMment ","html":"Help me like anD CoMment "},{"id":3877439,"gmtCreate":1616640697379,"gmtModify":1635749556954,"authorId":3576496012245511,"author":{"id":3576496012245511,"idStr":"3576496012245511","authorId":3576496012245511,"name":"bullrun","avatar":"https://static.tigerbbs.com/c396f920afd3fad38e6ce41e5cfb71e9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351715904,"type":1,"supId":3876452,"prevId":0,"content":"👍","text":"👍","html":"👍"},{"id":3886511,"gmtCreate":1616720691702,"gmtModify":1635749056416,"authorId":3572249185724220,"author":{"id":3572249185724220,"idStr":"3572249185724220","authorId":3572249185724220,"name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351715904,"type":1,"supId":3876452,"prevId":0,"content":"HelP me comment ","text":"HelP me comment ","html":"HelP me comment "}],"langContent":"EN"},{"id":351711772,"gmtCreate":1616632893596,"gmtModify":1634524839550,"author":{"id":"3576729415516509","authorId":"3576729415516509","name":"armypanda90","avatar":"https://static.tigerbbs.com/9e4f2e0a614b36c8b5360e771c2deb6c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576729415516509","authorIdStr":"3576729415516509"},"htmlText":"It should be going higher from here soon.&nbsp;","listText":"It should be going higher from here soon.&nbsp;","text":"It should be going higher from here soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351711772","repostId":1163112973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":23,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}