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- ulteareulteare
  ·2021-06-12
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  The great value rotation in the stock market could be over already as investors embrace tech again
  Is the great value rotation over? The S&P 500 is at an historic high, but investors who earlier this
  The great value rotation in the stock market could be over already as investors embrace tech again
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- ulteareulteare
  ·2021-06-12
  ok sickkk
  What to watch today: S&P 500 looks to add to Thursday’s record close
  BY THE NUMBERS U.S. stock futures roseFriday, one day after theS&P 500logged its 27th record close o
  What to watch today: S&P 500 looks to add to Thursday’s record close
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- ulteareulteare
  ·2021-06-12
  wow HAHAH
  非常抱歉，此主贴已删除
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19:12","market":"us","language":"en","title":"The great value rotation in the stock market could be over already as investors embrace tech again","url":"https://stock-news.laohu8.com/highlight/detail?id=1159804717","media":"cnbc","summary":"Is the great value rotation over?\nThe S&P 500 is at an historic high, but investors who earlier this","content":"<div>\n<p>Is the great value rotation over?\nThe S&P 500 is at an historic high, but investors who earlier this year overweighted their portfolios into reopening stocks likeCaterpillarand banks, and away from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/the-great-value-rotation-in-the-stock-market-could-be-over-already-as-investors-embrace-tech-again.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>The great value rotation in the stock market could be over already as investors embrace tech again</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\">\nThe great value rotation in the stock market could be over already as investors embrace tech again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/11/the-great-value-rotation-in-the-stock-market-could-be-over-already-as-investors-embrace-tech-again.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is the great value rotation over?\nThe S&P 500 is at an historic high, but investors who earlier this year overweighted their portfolios into reopening stocks likeCaterpillarand banks, and away from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/the-great-value-rotation-in-the-stock-market-could-be-over-already-as-investors-embrace-tech-again.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/11/the-great-value-rotation-in-the-stock-market-could-be-over-already-as-investors-embrace-tech-again.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1159804717","content_text":"Is the great value rotation over?\nThe S&P 500 is at an historic high, but investors who earlier this year overweighted their portfolios into reopening stocks likeCaterpillarand banks, and away from tech and other growth stocks, appear to be rethinking that strategy.\nMany of the companies associated with the \"reopening\" trade topped out in April or early May:\n\nNow, a final leg of the so-called \"value\" trade is also cracking this week: banks.\n\nInvestors instead have begun rotating back into old-school growth stocks.\nThursday saw new highs inCisco,Alphabet, andIBMbut perhaps more importantly formerly deeply out of favor speculative growth stocks, many of them associated with Cathie Wood’s ARK funds, have begun rebounding:\n\nThe changing market narrative\nWhat’s going on?\nThe market narrative is changing. The narrative in the first quarter was that the reopening would be very strong, bond yields would move up, and inflation may be an issue later in the year.\nThis was only partially correct. The reopening has been strong, but bond yields have come down, not up, as investors have come to believe: 1) that inflation and supply chain issues may indeed be “transitory,” or temporary, as the Federal Reserve has insisted, and 2) that the second and third quarter is the top in earnings and economic growth.\n“The value trade is unwinding, and the growth bulls are winning,” Alec Young, chief investment officer at Tactical Alpha, told me. “Bond yields are a proxy on the growth outlook,” he told me, noting that bond investors see moderating inflation and a slower rate of growth (though still positive) in the second half of the year.\nThe result: Investors are staying in the market, but they are rotating into defensives (health care) and growth (technology). Formerly crowded trades like cyclicals and banks that are associated with the “value trade” are now retreating.\nWhy would investors rotate into growth stocks if growth is slowing?\n“Value is a more economically sensitive sector because value is weighted toward Industrials, Energy, Materials, and small caps,” Young said.\n“Early in the economic cycle, coming out of a recession, there is more earnings leverage from value stocks, so they are a better investment,” he added.\n“The problem is that everything has been compressed,” Young said. “We went into a recession really fast, and we came out of it fast, partly due to all the stimulus. Growth stocks now offer more reliable growth and are less subject to the vagaries of the economic cycle.”\nGoldman Sachs’ Ben Snider and David Kostin, in a recent note to clients, agreed: “History, valuations, positioning, and economic deceleration indicate that most of the rotation [from growth to value] is behind us,” they said.\nBecause this was a “crowded” (overweight) trade, Goldman suggested that many players are likely caught offsides: “Mutual funds are overweight Value to a larger degree than any time in our eight-year data history,” they said. “Hedge funds remain tilted toward Growth, but that tilt has recently fallen sharply and now ranks as the lowest in over five years.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188882086,"gmtCreate":1623428022645,"gmtModify":1634033275507,"author":{"id":"3561724049202231","authorId":"3561724049202231","name":"ulteare","avatar":"https://static.tigerbbs.com/240227f6af8e5a1d450e47053ef40b8a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561724049202231","authorIdStr":"3561724049202231"},"themes":[],"htmlText":"ok sickkk","listText":"ok sickkk","text":"ok sickkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/188882086","repostId":"1179629569","repostType":4,"repost":{"id":"1179629569","kind":"news","pubTimestamp":1623417264,"share":"https://www.laohu8.com/m/news/1179629569?lang=&edition=full","pubTime":"2021-06-11 21:14","market":"us","language":"en","title":"What to watch today: S&P 500 looks to add to Thursday’s record close","url":"https://stock-news.laohu8.com/highlight/detail?id=1179629569","media":"cnbc","summary":"BY THE NUMBERS\nU.S. stock futures roseFriday, one day after theS&P 500logged its 27th record close o","content":"<div>\n<p>BY THE NUMBERS\nU.S. stock futures roseFriday, one day after theS&P 500logged its 27th record close of 2021 but its first since May 7. Shaking off a red-hot inflation report, theDowalso rose Thursday,...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/what-to-watch-today-sp-500-looks-to-add-to-thursdays-record-close.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>What to watch today: S&P 500 looks to add to Thursday’s record close</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\">\nWhat to watch today: S&P 500 looks to add to Thursday’s record close\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/11/what-to-watch-today-sp-500-looks-to-add-to-thursdays-record-close.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BY THE NUMBERS\nU.S. stock futures roseFriday, one day after theS&P 500logged its 27th record close of 2021 but its first since May 7. Shaking off a red-hot inflation report, theDowalso rose Thursday,...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/what-to-watch-today-sp-500-looks-to-add-to-thursdays-record-close.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/11/what-to-watch-today-sp-500-looks-to-add-to-thursdays-record-close.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1179629569","content_text":"BY THE NUMBERS\nU.S. stock futures roseFriday, one day after theS&P 500logged its 27th record close of 2021 but its first since May 7. Shaking off a red-hot inflation report, theDowalso rose Thursday,breaking a three-session losing streakand finishing less than 1% from last month’s record close. TheNasdaq’s gain Thursday brought the tech-heavy index within 1% of its last record close in late April. (CNBC)\nAhead of Friday’s open on Wall Street, the Nasdaq was up 1.5% for the week, on pace for a fourth straight weekly gain for the first time since January. The S&P 500 was looking to clinch a three-week winning streak. The Dow was off 0.8% for the week, on track to break two positive weeks in a row. (CNBC)\nThe10-year Treasury yieldticked lower Friday, trading just above 1.4%,around its early March lowsbefore it spiked above 1.7% to 14-month highs later that month. On today’s economic calendar, the University of Michigan is out with its mid-June consumer sentiment index at 10 a.m. ET. An increase to 84.4 from May’s 82.9 reading is expected. (CNBC)\nIN THE NEWS TODAY\nMeme stocks were getting some reliefearly Friday after hitting a wall Thursday. Shares ofGameStop, which tanked 27% on Thursday, rose 6% in the premarket. GameStop investors seemed to be running for the exits Thursday, one day after the video game retailer named two formerAmazonexecutives as CEO and CFO and said it may sell as many as 5 million additional shares to raise money. (CNBC)\nFor CNBC Pro subscribers:Bed Bath & Beyond can fall 30% as Reddit frenzy slows, KeyBanc says\nRoyal Caribbeansaid late Thursday that two guests onboard its Celebrity Millennium shiptested positive for Covid. The cruise operator said the passengers were asymptomatic and in isolation. Celebrity Millennium was one of the first cruises in North America to restart sailing last week under new CDC requirements for a fully vaccinated crew and everyone over 16. (Reuters)\n*Bitcoin conference attendees report testing positive after returning from Miami(CNBC)\nTesla(TSLA) kicked off deliveries of its new Model S Plaid, with alivestream eventThursday night at the electric auto maker’s test track near its factory in Fremont, California. CEOElon Muskmade his entrance by driving a Model S Plaid around the track and onto the stage. The Model S Plaid, a high-performance version of Tesla’s flagship sedan, starts at $129,990. (CNBC)\nChina’s version of Uber(UBER), Didi Chuxing, early Fridayfiled to listin New York in what many expect could be the largest initial public offering in the world this year. Founded in 2012, Didi ranks among the five largest privately held start-ups in the world and counts SoftBank, Uber and Tencent as major investors. (CNBC)\nPresidentJoe Bidenand G-7 leaderswill publicly endorsea global minimum corporate tax of at least 15% on Friday, one piece of a broader agreement to update international tax laws for a globalized, digital economy. Meeting at a resort in the U.K., the world leaders will also announce a plan to replace digital services taxes. (CNBC)\n*Bipartisan Senate group reaches infrastructure deal without tax hikes(CNBC)\nSTOCKS TO WATCH\nBiogen (BIIB) added 1.4% in Friday’s premarket after UBS upgraded the drug maker’s stock to “buy” from “neutral,” and Bernstein raised its rating to “outperform.” Both firms base their moves on the potential sales bump from the FDA’s approval this week of the biotech’s Alzheimer’s treatment.\nA third member of a key FDA advisory panel has resigned over the agency’s controversial decision to approve Biogen’s new Alzheimer’s drug,CNBC has learned. Shares of Biogen surged 38% on Monday after the FDA’s approval.\nVertex Pharmaceuticals (VRTX) halted development of an experimental drug designed to treat a rare genetic disease called AAT Deficiency. Vertex said the drug raised levels of a deficient protein, but not enough to provide a substantial benefit. Vertex plunged 13.9% in the premarket.\nSnowflake (SNOW) Shares fell 3.7% in premarket trading, following the cloud computing company’s presentation of financial targets at its Investor Day meeting. Snowflake set a target of reaching $10 billion in annual product revenue by 2029, compared to $554 million in its fiscal year that ended in January.\nChewy (CHWY) earned 9 cents per share for its latest quarter, compared to consensus forecasts for a 3 cents per share loss. The pet products retailer’s revenue also beat estimates and gave an upbeat revenue outlook. Chewy also warned of labor shortages and supply chain issues. Shares fell nearly 1.5% in the premarket.\nDave & Buster’s (PLAY) reported a surprise profit for its first quarter, with earnings of 40 cents per share. Analysts had predicted a loss of 16 cents per share for the restaurant chain. Dave & Buster’s said the recovery in its business has continued through the first part of the current quarter, and its shares jumped 5.5% in premarket trading.\nAmerican Airlines (AAL) is investing $25 million in electric flying taxi startup Vertical Aerospace. American said it planned to buy up to 250 of the electric aircraft, which are set for an initial test flight later this year.\nShares ofLivent (LTHM), a lithium power specialist, fell 2% in the premarket after announcing a public offering of 13 million shares at $17.50 per share. Livent plans to use the proceeds for general corporate purposes, repaying debt, and boosting capital spending.\nMonday.com (MNDY), an Israel-based maker of work management software,rose modestlyin Friday’s premarket, one day after popping 15% in its trading debut. The company priced its initial public offering at $155 per share and closed Thursday at $178.87. The stock hit a high of $181.85.\nCallaway Golf (ELY) is set to replace GrubHub (GRUB) in the S&P MidCap 400 index, effective prior to the opening of trading on June 15. GrubHub is in the process of being acquired by British firm Just Eat Takeaway. Callaway will be replaced in the S&P SmallCap 600 by Apollo Medical (AMEH). 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