With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA_老虎社区_美港股上老虎

With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA

MarketWatch2021-09-10

BofA clients were net sellers of U.S. stocks last week for the first time in three weeks Equity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds ...

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。

robot1234
·2021-09-10
Trump injected USD6.7 trillion into the financial system increasing US debt by 33%. Biden is not far behind. He is going to print another USD6 trillion, pushing the US GDP to Debt ratio way beyond 100%. Such massive QE is inflationary. US CPI for July was 5.4%, highest since the GFC in 2008. I continue to bulld up my reserve for the next correction.
回复
2
举报
Ck38
·2021-09-10
Like pls
回复
点赞
举报
ShirlySuet
·2021-09-10
[笑哭]
回复
1
举报
收起
- Ck38:
  Ok
  2021-09-10
  回复
  举报
k1wong
·2021-09-10
Oh
回复
3
举报
收起
- koolgal:
  👍😉
  2021-09-12
  回复
  举报
- TK63:
  ok
  2021-09-10
  回复
  举报
- deadcow:
  ok
  2021-09-10
  回复
  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/2166344336?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-09-10 09:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2166344336","market":"us","top_or_hot":-1,"title":"With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA","media":"MarketWatch","content":"<div>\n<p>BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page\">网页链接</a>\n\n</div>\n","source":"lsy1603348471595","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>With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA</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\">\nWith inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page\">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":".IXIC","symbol_name":"NASDAQ Composite","start_time":0,"source_url":"https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page","article_id":"2166344336","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2166344336","pubTimestamp":1631236802,"columns":[],"sourceInfo":{"source_id":"lsy1603348471595","name":"MarketWatch"},"weMediaInfo":null,"summary":"BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity inve","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","OEX":"标普100","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF",".DJI":"道琼斯"},"translate_title":"美国银行说，随着收益电话会议上提到通胀的“飙升”，股票投资者青睐这三个行业","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161125":0.9,"513500":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"ESmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SSO":0.9,"UPRO":0.9},"content_text":"BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds\nInvestors have favored three sectors since companies began reporting in July the results of their earnings for the second quarter, moving capital into areas poised to benefit from higher inflation, according to BofA Global Research.\n\"Amid skyrocketing mentions of inflation on earnings calls,\" BofA Global Research strategists said in a report this week that \"clients have been buyers of equities in just three sectors: energy, materials and real estate.\"\nThe strategists tracked BofA client capital flowing into and out of exchange-traded funds and single stocks, finding total inflows in few of the S&P 500's 11 sectors. Energy attracted the most inflows, while technology saw the biggest outflows as clients bailed on single stocks during second-quarter earnings season, according to a chart in their Wednesday night report.\nBOFA GLOBAL RESEARCH REPORT DATED SEPT. 8\n\"Energy and financials saw the biggest inflows last week, though the latter was entirely driven by buybacks,\" the BofA strategists said in the report. Excluding buybacks, they said that energy and real estate led.\nThe energy sector of the S&P 500 index is down about 12% this quarter, according to FactSet data Thursday afternoon. In contrast, real estate has jumped almost 8% since the end of June, while the materials sector had advanced almost 2% in the third quarter, the data show.\nMeanwhile, the S&P 500 index , which is up almost 5% this quarter, was edging lower Thursday afternoon. The index has slipped in the last three days of trading, including Friday before Labor Day weekend.\nBofA clients, including hedge funds, institutional and retail, were net sellers of U.S. equities last week for the first time in three weeks, according to the report. The net selling was led by outflows from single stocks while passive investing remained \"in vogue,\" the strategists said.\n\"Clients continued to buy ETFs last week despite outflows from single stocks, with flows into both equity and fixed income ETFs,\" they wrote. They've \"still been big cumulative buyers of ETFs\" this year.\nThe three sectors of the S&P 500 favored by investors as inflation mentions spiked during earnings season for the second quarter have put up big returns in 2021.\nThe Real Estate Select Sector SPDR Fund (XLRE) has soared nearly 31% this year, while the Energy Select Sector SPDR Fund XLE has risen about 26%, according to FactSet data, at last check. The Materials Select Sector SPDR Fund is up about 16%.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":883626733,"gmtCreate":1631238969122,"gmtModify":1631885570267,"author":{"id":"3561596430587504","authorId":"3561596430587504","name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3561596430587504","authorIdStr":"3561596430587504"},"htmlText":"Trump injected USD6.7 trillion into the financial system increasing US debt by 33%. Biden is not far behind. He is going to print another USD6 trillion, pushing the US GDP to Debt ratio way beyond 100%. Such massive QE is&nbsp;inflationary. US CPI for July was 5.4%, highest since the GFC in 2008. I continue to bulld up my reserve for the next correction.","listText":"Trump injected USD6.7 trillion into the financial system increasing US debt by 33%. Biden is not far behind. He is going to print another USD6 trillion, pushing the US GDP to Debt ratio way beyond 100%. Such massive QE is&nbsp;inflationary. US CPI for July was 5.4%, highest since the GFC in 2008. I continue to bulld up my reserve for the next correction.","text":"Trump injected USD6.7 trillion into the financial system increasing US debt by 33%. Biden is not far behind. He is going to print another USD6 trillion, pushing the US GDP to Debt ratio way beyond 100%. Such massive QE is inflationary. US CPI for July was 5.4%, highest since the GFC in 2008. I continue to bulld up my reserve for the next correction.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883626733","repostId":2166344336,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":883666402,"gmtCreate":1631238492806,"gmtModify":1631890787561,"author":{"id":"3583102255464470","authorId":"3583102255464470","name":"Ck38","avatar":"https://static.tigerbbs.com/9b8be8ba545142480a0d1d5dc625e918","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3583102255464470","authorIdStr":"3583102255464470"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883666402","repostId":2166344336,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":883687776,"gmtCreate":1631238191495,"gmtModify":1631891106727,"author":{"id":"3582360052677778","authorId":"3582360052677778","name":"ShirlySuet","avatar":"https://static.tigerbbs.com/57d93e0a20280806b45e744b5e2a11cb","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582360052677778","authorIdStr":"3582360052677778"},"htmlText":"[笑哭]&nbsp;","listText":"[笑哭]&nbsp;","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883687776","repostId":2166344336,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5813546,"gmtCreate":1631238485047,"gmtModify":1631891107989,"authorId":3583102255464470,"author":{"id":3583102255464470,"idStr":"3583102255464470","authorId":3583102255464470,"name":"Ck38","avatar":"https://static.tigerbbs.com/9b8be8ba545142480a0d1d5dc625e918","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":883687776,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":883638735,"gmtCreate":1631236941727,"gmtModify":1631889060550,"author":{"id":"3574996050082067","authorId":"3574996050082067","name":"k1wong","avatar":"https://static.tigerbbs.com/f9f3b0884767b721ac5720e7a17adeba","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3574996050082067","authorIdStr":"3574996050082067"},"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/883638735","repostId":2166344336,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5835826,"gmtCreate":1631404743762,"gmtModify":1631889060574,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":883638735,"type":1,"supId":0,"prevId":0,"content":"👍😉","text":"👍😉","html":"👍😉"},{"id":5813349,"gmtCreate":1631237719910,"gmtModify":1631889060564,"authorId":3568965050760713,"author":{"id":3568965050760713,"idStr":"3568965050760713","authorId":3568965050760713,"name":"TK63","avatar":"https://static.tigerbbs.com/a4080eac72045136aac680a580145aba","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":883638735,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":5813239,"gmtCreate":1631237408369,"gmtModify":1631889060552,"authorId":3579085067033099,"author":{"id":3579085067033099,"idStr":"3579085067033099","authorId":3579085067033099,"name":"deadcow","avatar":"https://static.tigerbbs.com/b73e551a33ab83c745d06a9d890b1f93","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":883638735,"type":1,"supId":0,"prevId":0,"content":"o<u><u>k</u></u>","text":"o<u><u>k</u></u>","html":"o<u><u>k</u></u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":71,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}