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2021-11-29

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'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist<blockquote>策略师表示，“被困”的投资者，这是你逃离一组被高估的股票的机会</blockquote>

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<blockquote>策略师表示，“被困”的投资者，这是你逃离一组被高估的股票的机会</blockquote>

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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.<blockquote>一名南非医生在周末发表了评论，他首先对患者的新型冠状病毒变种发出了警报，但报告了“极其轻微”的症状。亿万富翁潘兴广场对冲基金经理比尔·阿克曼在推特上表示，虽然我们还处于这种新变体的早期阶段，但如果属实，这将对股市产生积极影响。</blockquote> <img src=\"https://static.tigerbbs.com/de0a6fa9fd24bee2c3ddd6a9cb414d92\" tg-width=\"700\" tg-height=\"457\" width=\"100%\" height=\"auto\"><blockquote></blockquote> 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.<blockquote>但同一位医生也强调了未接种疫苗的老年患者的潜在风险。底线是，我们知道的并不比周五多多少，这需要一段时间来弄清楚下一阶段，尽管至少一些震惊可能已经消退。</blockquote> 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?<blockquote>由Mixo Das领导的摩根大通团队表示，在两个大问题得到解答之前，“重新开放、价值（尤其是与质量相比）和总体风险资产都面临着这个新的悬而未决的问题”。这些是：严重后果（住院和死亡）的可能性有多大？新变种对现有疫苗和治疗方法有何反应？</blockquote> 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.<blockquote>我们今天的看涨期权来自JonesTrading的首席股票策略师Michael O’Rourke，他从周五的抛售中看到了一线希望。他在周日的一份报告中对客户表示：“大流行股票的大幅上涨为受困投资者提供了退出的机会。”</blockquote> 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.<blockquote>例如，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video(ZM)和Peloton周五均飙升约5%，但在盘前走势中有所下滑。在2020年大幅上涨后，这些股票今年迄今分别下跌了55%和35%。</blockquote> \"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.<blockquote>“整个2020年，我们无数次警告不要将非典型的一年无限期地推断到未来，但市场还是这么做了。总体而言，该集团获得的市盈率需要数年甚至数十年才能成长。这应该被证明是投资者一直在等待的反弹，”奥罗克说。</blockquote> 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.<blockquote>这位策略师提醒我们，“牛市不会持续下跌足够长的时间来回补空头，熊市也不会持续上涨足够长的时间来卖出多头，”他说。</blockquote> \"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.<blockquote>“政策正常化进程将继续下去，因为通胀是真实存在的，如果美联储不继续正常化进程，通胀就没有消退的希望。在过去的13年里，FOMC一直享有良性通胀环境的奢侈，使其能够应对股市的每一次下跌，而现在这种奢侈已经消失了。因此，相对于增长，价值非常有吸引力，”他说。</blockquote> Oil stocks are among the value plays he sees staying in demand.<blockquote>他认为石油股是需求持续的价值股之一。</blockquote> 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.<blockquote>瑞银全球财富管理首席投资官马克·海菲尔（Mark Haefele）呼应了其中一些想法，敦促投资者不要仓促行动，因为他表示，此次抛售是保持跨市场和行业多元化的一个教训。</blockquote> \"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.<blockquote>他表示：“尽管出现了最新一轮波动，但我们仍维持对能源和金融的积极看法。我们认为能源行业将受到今明两年可能保持高位的油价的支撑。”</blockquote>","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<blockquote>策略师表示，“被困”的投资者，这是你逃离一组被高估的股票的机会</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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<blockquote>策略师表示，“被困”的投资者，这是你逃离一组被高估的股票的机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-29 21:06\n\n</h4>\n</header>\n<article>\nInvestors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stocks and other assets rebounding as the week kicks off.<blockquote>投资者正在重新思考周五由omicon变体引发的残酷抛售的至少部分原因，随着本周开始，股票和其他资产出现反弹。</blockquote> We may have the word \"mild\" to thank for that.<blockquote>我们可能要感谢“温和”这个词。</blockquote> 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.<blockquote>一名南非医生在周末发表了评论，他首先对患者的新型冠状病毒变种发出了警报，但报告了“极其轻微”的症状。亿万富翁潘兴广场对冲基金经理比尔·阿克曼在推特上表示，虽然我们还处于这种新变体的早期阶段，但如果属实，这将对股市产生积极影响。</blockquote> <img src=\"https://static.tigerbbs.com/de0a6fa9fd24bee2c3ddd6a9cb414d92\" tg-width=\"700\" tg-height=\"457\" width=\"100%\" height=\"auto\"><blockquote></blockquote> 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.<blockquote>但同一位医生也强调了未接种疫苗的老年患者的潜在风险。底线是，我们知道的并不比周五多多少，这需要一段时间来弄清楚下一阶段，尽管至少一些震惊可能已经消退。</blockquote> 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?<blockquote>由Mixo Das领导的摩根大通团队表示，在两个大问题得到解答之前，“重新开放、价值（尤其是与质量相比）和总体风险资产都面临着这个新的悬而未决的问题”。这些是：严重后果（住院和死亡）的可能性有多大？新变种对现有疫苗和治疗方法有何反应？</blockquote> 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.<blockquote>我们今天的看涨期权来自JonesTrading的首席股票策略师Michael O’Rourke，他从周五的抛售中看到了一线希望。他在周日的一份报告中对客户表示：“大流行股票的大幅上涨为受困投资者提供了退出的机会。”</blockquote> 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.<blockquote>例如，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video(ZM)和Peloton周五均飙升约5%，但在盘前走势中有所下滑。在2020年大幅上涨后，这些股票今年迄今分别下跌了55%和35%。</blockquote> \"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.<blockquote>“整个2020年，我们无数次警告不要将非典型的一年无限期地推断到未来，但市场还是这么做了。总体而言，该集团获得的市盈率需要数年甚至数十年才能成长。这应该被证明是投资者一直在等待的反弹，”奥罗克说。</blockquote> 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.<blockquote>这位策略师提醒我们，“牛市不会持续下跌足够长的时间来回补空头，熊市也不会持续上涨足够长的时间来卖出多头，”他说。</blockquote> \"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.<blockquote>“政策正常化进程将继续下去，因为通胀是真实存在的，如果美联储不继续正常化进程，通胀就没有消退的希望。在过去的13年里，FOMC一直享有良性通胀环境的奢侈，使其能够应对股市的每一次下跌，而现在这种奢侈已经消失了。因此，相对于增长，价值非常有吸引力，”他说。</blockquote> Oil stocks are among the value plays he sees staying in demand.<blockquote>他认为石油股是需求持续的价值股之一。</blockquote> 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.<blockquote>瑞银全球财富管理首席投资官马克·海菲尔（Mark Haefele）呼应了其中一些想法，敦促投资者不要仓促行动，因为他表示，此次抛售是保持跨市场和行业多元化的一个教训。</blockquote> \"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.<blockquote>他表示：“尽管出现了最新一轮波动，但我们仍维持对能源和金融的积极看法。我们认为能源行业将受到今明两年可能保持高位的油价的支撑。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<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\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"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,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3045,"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,"andRepostAutoSelectedFlag":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<blockquote>策略师表示，“被困”的投资者，这是你逃离一组被高估的股票的机会</blockquote>

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