Nice_老虎社区_美港股上老虎

kupkup
2021-11-29

Nice

'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist

Investors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stoc

'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist

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。

推荐
最新

暂无评论

热议股票

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":{"magic":2,"id":600708751,"tweetId":"600708751","gmtCreate":1638195785496,"gmtModify":1638195786851,"author":{"id":3572260584180315,"authorId":3572260584180315,"authorIdStr":"3572260584180315","name":"kupkup","avatar":"https://static.tigerbbs.com/607a044175ff2a50dca990797fd24fcd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":85,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Nice</p></body></html>","htmlText":"<html><head></head><body><p>Nice</p></body></html>","text":"Nice","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/600708751","repostId":2187516374,"repostType":4,"repost":{"id":"2187516374","pubTimestamp":1638191196,"share":"https://www.laohu8.com/m/news/2187516374?lang=&edition=full","pubTime":"2021-11-29 21:06","market":"us","language":"en","title":"'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=2187516374","media":"MarketWatch","summary":"Investors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stoc","content":"<p>Investors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stocks and other assets rebounding as the week kicks off.</p>\n<p>We may have the word \"mild\" to thank for that.</p>\n<p>Making the rounds over the weekend was a comment by a South African doctor who first raised the alarm over the new coronavirus variant in patients, but reported \"extremely mild\" symptoms. While we're in the early days with this new variant, that would be positive for stocks if true, tweeted billionaire Pershing Square hedge-fund manager Bill Ackman.</p>\n<p><img src=\"https://static.tigerbbs.com/de0a6fa9fd24bee2c3ddd6a9cb414d92\" tg-width=\"700\" tg-height=\"457\" width=\"100%\" height=\"auto\"></p>\n<p>But that same doctor also highlighted potential risks to older, unvaccinated patients. The bottom line, is we don't know a ton more than we did Friday and it will take awhile to figure this next stage out, though at least some of the shock may have worn off.</p>\n<p>Until two big questions are answered, \"reopening, value (especially vs. quality), and risk assets in general face this new overhang,\" said a JPMorgan team led by Mixo Das. Those are: what's the likelihood of severe outcomes -- hospitalization and death -- and how will the new variant respond to existing vaccines and treatments?</p>\n<p>Our call of the day is from JonesTrading's chief equity strategist Michael O'Rourke, who sees a silver lining from Friday's selloff. \"The big rally in the Pandemic Plays serves as an opportunity for trapped investors to get out,\" he told clients in a note on Sunday.</p>\n<p>For example, <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video (ZM) and Peloton&nbsp;surged around 5% each on Friday, and are slipping some in premarket action. After huge gains in 2020, those stocks are down 55% and 35% respectively year to date.</p>\n<p>\"Countless times throughout 2020 we warned against extrapolating an atypical year indefinitely into the future, yet the market did it anyway. Collectively, the group was awarded multiples that will take years and, in some cases, decades, to grow into. This should prove to be the bounce for which investors have been waiting,\" said O'Rourke.</p>\n<p>The strategist reminds us that \"the Bull tape does not remain down long enough to cover one's short and the Bear does not remain up long enough for longs to sell,\" he said.</p>\n<p>\"The policy normalization process will continue because inflation is real and does not have a hope of subsiding if the Fed does not continue the normalization process. Over the past 13 years, the FOMC has had the luxury of a benign inflation environment to allow it to seemingly respond to every equity market dip, and now that luxury is gone. As such, value is very attractive relative to growth,\" he said.</p>\n<p>Oil stocks are among the value plays he sees staying in demand.</p>\n<p>Echoing some of these thoughts, Mark Haefele, chief investment officer, global wealth management at UBS, urged investors not to act hastily, as he said the selloff was a lesson in staying diversified across markets and sectors.</p>\n<p>\"We maintain our positive view on energy and financials despite this latest bout of volatility. We think the energy sector will be supported by oil prices that are likely to remain elevated this year and next,\" he said.</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>'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist</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'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/trapped-investors-heres-your-chance-to-escape-one-overplayed-group-of-stocks-says-strategist-11638188721?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stocks and other assets rebounding as the week kicks off.\nWe may have the word \"mild\" to thank for that....</p>\n\n<a href=\"https://www.marketwatch.com/story/trapped-investors-heres-your-chance-to-escape-one-overplayed-group-of-stocks-says-strategist-11638188721?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/trapped-investors-heres-your-chance-to-escape-one-overplayed-group-of-stocks-says-strategist-11638188721?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187516374","content_text":"Investors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stocks and other assets rebounding as the week kicks off.\nWe may have the word \"mild\" to thank for that.\nMaking the rounds over the weekend was a comment by a South African doctor who first raised the alarm over the new coronavirus variant in patients, but reported \"extremely mild\" symptoms. While we're in the early days with this new variant, that would be positive for stocks if true, tweeted billionaire Pershing Square hedge-fund manager Bill Ackman.\n\nBut that same doctor also highlighted potential risks to older, unvaccinated patients. The bottom line, is we don't know a ton more than we did Friday and it will take awhile to figure this next stage out, though at least some of the shock may have worn off.\nUntil two big questions are answered, \"reopening, value (especially vs. quality), and risk assets in general face this new overhang,\" said a JPMorgan team led by Mixo Das. Those are: what's the likelihood of severe outcomes -- hospitalization and death -- and how will the new variant respond to existing vaccines and treatments?\nOur call of the day is from JonesTrading's chief equity strategist Michael O'Rourke, who sees a silver lining from Friday's selloff. \"The big rally in the Pandemic Plays serves as an opportunity for trapped investors to get out,\" he told clients in a note on Sunday.\nFor example, Zoom Video (ZM) and Peloton surged around 5% each on Friday, and are slipping some in premarket action. After huge gains in 2020, those stocks are down 55% and 35% respectively year to date.\n\"Countless times throughout 2020 we warned against extrapolating an atypical year indefinitely into the future, yet the market did it anyway. Collectively, the group was awarded multiples that will take years and, in some cases, decades, to grow into. This should prove to be the bounce for which investors have been waiting,\" said O'Rourke.\nThe strategist reminds us that \"the Bull tape does not remain down long enough to cover one's short and the Bear does not remain up long enough for longs to sell,\" he said.\n\"The policy normalization process will continue because inflation is real and does not have a hope of subsiding if the Fed does not continue the normalization process. Over the past 13 years, the FOMC has had the luxury of a benign inflation environment to allow it to seemingly respond to every equity market dip, and now that luxury is gone. As such, value is very attractive relative to growth,\" he said.\nOil stocks are among the value plays he sees staying in demand.\nEchoing some of these thoughts, Mark Haefele, chief investment officer, global wealth management at UBS, urged investors not to act hastily, as he said the selloff was a lesson in staying diversified across markets and sectors.\n\"We maintain our positive view on energy and financials despite this latest bout of volatility. We think the energy sector will be supported by oil prices that are likely to remain elevated this year and next,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"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,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist

评论（1）

热议股票