Tom Lee raises 2021 forecast for the S&P 500, but warns of a tumultuous July_老虎社区_美港股上老虎

Tom Lee raises 2021 forecast for the S&P 500, but warns of a tumultuous July

CNBC2021-06-30

Fundstrat’s Tom Lee just hiked his S&P 500 forecast for the end of the year, but warned July could be a rough ride. Lee — known for correctly predicting the stock market’s dramatic ups and downs ...

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。

Tenghooi
·2021-06-30
run
回复
2
举报
收起
- Nickmons:
  Ok
  2021-07-01
  回复
  举报
vincent1wwb
·2021-06-30
Good
回复
点赞
举报
RonL
·2021-06-30
Like n comment
回复
3
举报
收起
- Lsjlsjlsj:
  clmrnt
  2021-06-30
  回复
  举报
LeahJen
·2021-06-30
Huat la!
回复
2
举报
JC10
·2021-06-30
Good read
回复
1
举报
xxbbew
·2021-06-30
Like and comment
回复
3
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/1197424193?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-06-30 22:12","share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","id":"1197424193","market":"us","top_or_hot":-1,"title":"Tom Lee raises 2021 forecast for the S&P 500, but warns of a tumultuous July","media":"CNBC","content":"<div>\n<p>Fundstrat’s Tom Lee just hiked his S&P 500 forecast for the end of the year, but warned July could be a rough ride.\nLee — known for correctly predicting the stock market’s dramatic ups and downs ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/30/tom-lee-raises-2021-forecast-for-the-sp-500-but-warns-of-a-tumultuous-july-.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>Tom Lee raises 2021 forecast for the S&P 500, but warns of a tumultuous July</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\">\nTom Lee raises 2021 forecast for the S&P 500, but warns of a tumultuous July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/30/tom-lee-raises-2021-forecast-for-the-sp-500-but-warns-of-a-tumultuous-july-.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fundstrat’s Tom Lee just hiked his S&P 500 forecast for the end of the year, but warned July could be a rough ride.\nLee — known for correctly predicting the stock market’s dramatic ups and downs ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/30/tom-lee-raises-2021-forecast-for-the-sp-500-but-warns-of-a-tumultuous-july-.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":".SPX","symbol_name":"S&P 500 Index","start_time":0,"source_url":"https://www.cnbc.com/2021/06/30/tom-lee-raises-2021-forecast-for-the-sp-500-but-warns-of-a-tumultuous-july-.html","article_id":"1197424193","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/06/30/tom-lee-raises-2021-forecast-for-the-sp-500-but-warns-of-a-tumultuous-july-.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=1197424193","pubTimestamp":1625062326,"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Fundstrat’s Tom Lee just hiked his S&P 500 forecast for the end of the year, but warned July could b","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"translate_title":"汤姆·李上调了2021年标普500的预测，但警告称7月将会动荡","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9},"content_text":"Fundstrat’s Tom Lee just hiked his S&P 500 forecast for the end of the year, but warned July could be a rough ride.\nLee — known for correctly predicting the stock market’s dramatic ups and downs during the pandemic — now expects the S&P 500 to reach 4,600 by the end of 2021, up from his previous forecast of 4,300. The new level implies a more than 7% rally for the second half with the 500-stock average sitting around 4,290.\nLee expects the economy to continue to gain momentum, earnings to continue to beat estimates, strong credit and stable rates, the Federal Reserve to stick with its easy policies, fiscal stimulus from the White House and a normalizing of volatility.\n\nThe S&P 500 is up more than 14% this year, which Lee notes would be a solid gain for a full trading year, let alone 6 months. However, historical data shows that “strong markets stay strong,” Lee noted.\nData show that second half returns are the strongest in years when the first half is also the strongest.\n“In fact, since 1928, and ex-recessions (more impressive), this ranks as nearly one of the 10 best ever starts (technically would be #11),” Lee told clients.\nThe new Covid delta variant as well as the potential for a choppy July are the two main reasons for investors to say on their toes in this market, said Lee. He added that the delta variant shouldn’t cause another series of economic lockdowns.\nRocky July?\nFundstrat’s data analysis also shines light on the potential for a tough July ahead.\n“July could be a brutal month,” said Lee. “July returns are actually mostly poor and July returns are worse when 1H is strong.”\nWhen the S&P 500 is up more than 13% (which it is) in the first half, the month of July typically yields 0.4%, according to Fundstrat. Plus, the win-ratio is only 50%.\n“So July has a lower probability of rising and a lower overall return when 1H is >13%.  This could be seen as a form of market payback.  So we would default to expecting July to be somewhat choppy,” added Lee.\nStock picks from Lee\nDespite what could be a tumultuous July, Lee is sticking with his trusty group of “epicenter” stocks to finish out the year. The epicenter list is a group of companies that were hard hit by the coronavirus pandemic that Lee sees continuing to lead the market comeback.\nNames likeUber,Advance Auto Parts,Best Buy,MGM Resorts,Hilton Worldwide,Marriott International,Norwegian Cruise Line,Royal Caribbean,GapandGeneral Electricare so-called epicenter stocks.\nFundstrat forecasts epicenter stocks will drive bout half of the point gained in the second half. The rest of the points should be lead by energy and technology stocks.\nLee noted Amazon, Apple and Visa are up 6%, 2% and 4%, respectively, in 2021, but “if the S&P 500 is up +23% for the full year, shouldn’t some of these stocks have double-digit gains?,” Lee asked. “If so, then FAANG/Technology will play a big role in the points gained in 2H2021.”\nFundstrat also likesAmazon,Alphabet,Tesla,Biogen,Apple,Microsoft,PayPal,eBay,MicronandNvidiain his “Granny shots” basket of core stocks based on thematic and tactical portfolios.","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":151325149,"gmtCreate":1625064579081,"gmtModify":1633945244730,"author":{"id":"3575843294634388","authorId":"3575843294634388","name":"Tenghooi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575843294634388","authorIdStr":"3575843294634388"},"htmlText":"run","listText":"run","text":"run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151325149","repostId":1197424193,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5084886,"gmtCreate":1625092873012,"gmtModify":1635240331135,"authorId":3574772553430673,"author":{"id":3574772553430673,"idStr":"3574772553430673","authorId":3574772553430673,"name":"Nickmons","avatar":"https://static.tigerbbs.com/3c2f756e4895fc35fdbf6ea956e949e5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151325149,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":151331790,"gmtCreate":1625063453210,"gmtModify":1631891434717,"author":{"id":"3579320341894615","authorId":"3579320341894615","name":"vincent1wwb","avatar":"https://static.tigerbbs.com/3f63496cde8e0a73b0e84dbcd4eea6c2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579320341894615","authorIdStr":"3579320341894615"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151331790","repostId":1197424193,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151306943,"gmtCreate":1625062982082,"gmtModify":1633945281579,"author":{"id":"3581564245728047","authorId":"3581564245728047","name":"RonL","avatar":"https://static.tigerbbs.com/1d4873bbdc10ea07ac5244605217386c","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3581564245728047","authorIdStr":"3581564245728047"},"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151306943","repostId":1197424193,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5082031,"gmtCreate":1625063473548,"gmtModify":1635240506551,"authorId":3582601473398148,"author":{"id":3582601473398148,"idStr":"3582601473398148","authorId":3582601473398148,"name":"Lsjlsjlsj","avatar":"https://static.tigerbbs.com/95947e27212e5599989a4b43c4dd038e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151306943,"type":1,"supId":0,"prevId":0,"content":"clmrnt","text":"clmrnt","html":"clmrnt"}],"langContent":"EN"},{"id":151974849,"gmtCreate":1625062826881,"gmtModify":1633945285785,"author":{"id":"3567686756995689","authorId":"3567686756995689","name":"LeahJen","avatar":"https://static.tigerbbs.com/1f0a64f78a69fb58c497950a1771bbab","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3567686756995689","authorIdStr":"3567686756995689"},"htmlText":"Huat la!","listText":"Huat la!","text":"Huat la!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151974849","repostId":1197424193,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151973271,"gmtCreate":1625062672593,"gmtModify":1633945288322,"author":{"id":"3574896761347613","authorId":"3574896761347613","name":"JC10","avatar":"https://static.tigerbbs.com/49048138414d124077fea347ab96fb71","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574896761347613","authorIdStr":"3574896761347613"},"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151973271","repostId":1197424193,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151945756,"gmtCreate":1625062546675,"gmtModify":1633945290936,"author":{"id":"3573467106982618","authorId":"3573467106982618","name":"xxbbew","avatar":"https://static.tigerbbs.com/39068f2ebe66e4e0b64c90ad557577c0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3573467106982618","authorIdStr":"3573467106982618"},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151945756","repostId":1197424193,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":56,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}