Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit

cnbc2021-06-10

Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend. Jefferies’ capital ...

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Comments

太阳楸
2021-06-11
太阳楸
good
koolgal
2021-06-11
koolgal
Money is cheap so Spend, spend, spend! Please like and comment. Thanks
PooYen
2021-06-11
PooYen
Please like and comment. Thanks. [Smile] [Happy] [LOL] [Smile] [Happy] [LOL]
- 星期天啊:
  Good job!
jasonpstt
2021-06-11
jasonpstt
Like and comment thanks
- PooYen:
  Ok
Pat07
2021-06-11
Pat07
Ok
Tongs
2021-06-11
Tongs
Okay!

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Wall Street analysts expect these stocks to benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Source Link</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.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html","article_id":"1128810191","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.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=1128810191","pubTimestamp":1623307595,"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"translate_title":"公司的支出正在“失控”。华尔街分析师预计这些股票将受益","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9},"content_text":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.\nInvestment bankJPMorganalso picked stocks set to get a boost from the capital expenditure “bright spot.” It created two new lists of stocks likely to benefit from President Joe Biden’s $2.3 trillion infrastructure plan, as well as the E.U.’s 750 billion euro ($912 billion) recovery fund.\nThe banks’ stock picks include:\nIndustrials stocks\nMost of Jefferies buy-rated picks are industrials. It said U.S. firms were benefiting from a “huge turnaround” in capex and its picks include semiconductor firmAnalog Devicesand truck-makerPaccar. It also likes farm equipment companyJohn Deere, as well as air conditioning company Carrier Global.\nWhen it comes to international corporate spending, the analysts, led by Sean Darby, said: “We were wrong! It is not just the US that is enjoying a huge turnaround in capital investment intentions – even outside of Tech – but also the Rest-of-the-World.”\nJefferies’ international picks include Swedish leisure product manufacturerDometic Groupand German luxury RV-makerKnaus Tabbert, as well as Japanese firmHitachi Constructionand Chinese engineering firmChina Railway Group. All are buy-rated.\nEnergy and materials\nIn a note Monday, JPMorgan said it had put together two baskets of stocks: those set to benefit from President Biden’s infrastructure plan, and those likely to do well from the EU recovery fund. Firms that appear on both lists include steel firmArcelorMittaland Spanish energy companiesEDP RenewablesandIberdrola.\nTechnology and communications\nAnalysts from JPMorgan also picked semiconductor firmsInfineon TechnologiesandSTMicroelectronicsfor both their U.S. and European lists, as well as German firmDeutsche Telekom.\nFirms that appear on both Jefferies’ and JPMorgan’s lists include medical technology groupSiemens Healthineers, French train manufacturerAlstomand security firmAssa Abloy.\nA number of factors have combined to stimulate a capital spending surge, according to Jefferies’ analysts. These include old equipment that needs replacing, “buoyant” CEO confidence, an earnings turnaround leaving balance sheets “flush with cash,” and low industrial inventories.\n“Our US capex indicator has quite literally gone ballistic. It took around six years from the GFC [global financial crisis] to 2015 before a capex recovery emerged in the previous cycle. This one has taken approximately 13 months and has surged to the highest reading in history,” Jefferies’ analysts wrote.\nFor JPMorgan, company profits have also meant a surge in spending. “Corporate capex is on an accelerating path this year, given the strong rebound in corporate profitability, where profits have tended to lead capex pretty consistently. 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Wall Street analysts expect these stocks to benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128810191","content_text":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.\nInvestment bankJPMorganalso picked stocks set to get a boost from the capital expenditure “bright spot.” It created two new lists of stocks likely to benefit from President Joe Biden’s $2.3 trillion infrastructure plan, as well as the E.U.’s 750 billion euro ($912 billion) recovery fund.\nThe banks’ stock picks include:\nIndustrials stocks\nMost of Jefferies buy-rated picks are industrials. It said U.S. firms were benefiting from a “huge turnaround” in capex and its picks include semiconductor firmAnalog Devicesand truck-makerPaccar. It also likes farm equipment companyJohn Deere, as well as air conditioning company Carrier Global.\nWhen it comes to international corporate spending, the analysts, led by Sean Darby, said: “We were wrong! It is not just the US that is enjoying a huge turnaround in capital investment intentions – even outside of Tech – but also the Rest-of-the-World.”\nJefferies’ international picks include Swedish leisure product manufacturerDometic Groupand German luxury RV-makerKnaus Tabbert, as well as Japanese firmHitachi Constructionand Chinese engineering firmChina Railway Group. All are buy-rated.\nEnergy and materials\nIn a note Monday, JPMorgan said it had put together two baskets of stocks: those set to benefit from President Biden’s infrastructure plan, and those likely to do well from the EU recovery fund. Firms that appear on both lists include steel firmArcelorMittaland Spanish energy companiesEDP RenewablesandIberdrola.\nTechnology and communications\nAnalysts from JPMorgan also picked semiconductor firmsInfineon TechnologiesandSTMicroelectronicsfor both their U.S. and European lists, as well as German firmDeutsche Telekom.\nFirms that appear on both Jefferies’ and JPMorgan’s lists include medical technology groupSiemens Healthineers, French train manufacturerAlstomand security firmAssa Abloy.\nA number of factors have combined to stimulate a capital spending surge, according to Jefferies’ analysts. These include old equipment that needs replacing, “buoyant” CEO confidence, an earnings turnaround leaving balance sheets “flush with cash,” and low industrial inventories.\n“Our US capex indicator has quite literally gone ballistic. It took around six years from the GFC [global financial crisis] to 2015 before a capex recovery emerged in the previous cycle. This one has taken approximately 13 months and has surged to the highest reading in history,” Jefferies’ analysts wrote.\nFor JPMorgan, company profits have also meant a surge in spending. “Corporate capex is on an accelerating path this year, given the strong rebound in corporate profitability, where profits have tended to lead capex pretty consistently. Further, bank lending standards are continuing to improve, which helps capex decisions,” the bank’s analysts wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":183768539,"gmtCreate":1623360882621,"gmtModify":1704201525297,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"htmlText":"Money is cheap so Spend, spend, spend! Please like and comment.&nbsp; Thanks&nbsp;","listText":"Money is cheap so Spend, spend, spend! Please like and comment.&nbsp; Thanks&nbsp;","text":"Money is cheap so Spend, spend, spend! Please like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183768539","repostId":1128810191,"repostType":4,"repost":{"id":"1128810191","pubTimestamp":1623307595,"share":"https://ttm.financial/m/news/1128810191?lang=&edition=fundamental","pubTime":"2021-06-10 14:46","market":"us","language":"en","title":"Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=1128810191","media":"cnbc","summary":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c","content":"<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.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>Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit</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\">\nCompany spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128810191","content_text":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.\nInvestment bankJPMorganalso picked stocks set to get a boost from the capital expenditure “bright spot.” It created two new lists of stocks likely to benefit from President Joe Biden’s $2.3 trillion infrastructure plan, as well as the E.U.’s 750 billion euro ($912 billion) recovery fund.\nThe banks’ stock picks include:\nIndustrials stocks\nMost of Jefferies buy-rated picks are industrials. It said U.S. firms were benefiting from a “huge turnaround” in capex and its picks include semiconductor firmAnalog Devicesand truck-makerPaccar. It also likes farm equipment companyJohn Deere, as well as air conditioning company Carrier Global.\nWhen it comes to international corporate spending, the analysts, led by Sean Darby, said: “We were wrong! It is not just the US that is enjoying a huge turnaround in capital investment intentions – even outside of Tech – but also the Rest-of-the-World.”\nJefferies’ international picks include Swedish leisure product manufacturerDometic Groupand German luxury RV-makerKnaus Tabbert, as well as Japanese firmHitachi Constructionand Chinese engineering firmChina Railway Group. All are buy-rated.\nEnergy and materials\nIn a note Monday, JPMorgan said it had put together two baskets of stocks: those set to benefit from President Biden’s infrastructure plan, and those likely to do well from the EU recovery fund. Firms that appear on both lists include steel firmArcelorMittaland Spanish energy companiesEDP RenewablesandIberdrola.\nTechnology and communications\nAnalysts from JPMorgan also picked semiconductor firmsInfineon TechnologiesandSTMicroelectronicsfor both their U.S. and European lists, as well as German firmDeutsche Telekom.\nFirms that appear on both Jefferies’ and JPMorgan’s lists include medical technology groupSiemens Healthineers, French train manufacturerAlstomand security firmAssa Abloy.\nA number of factors have combined to stimulate a capital spending surge, according to Jefferies’ analysts. These include old equipment that needs replacing, “buoyant” CEO confidence, an earnings turnaround leaving balance sheets “flush with cash,” and low industrial inventories.\n“Our US capex indicator has quite literally gone ballistic. It took around six years from the GFC [global financial crisis] to 2015 before a capex recovery emerged in the previous cycle. This one has taken approximately 13 months and has surged to the highest reading in history,” Jefferies’ analysts wrote.\nFor JPMorgan, company profits have also meant a surge in spending. “Corporate capex is on an accelerating path this year, given the strong rebound in corporate profitability, where profits have tended to lead capex pretty consistently. Further, bank lending standards are continuing to improve, which helps capex decisions,” the bank’s analysts wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":183786944,"gmtCreate":1623359238288,"gmtModify":1704201512352,"author":{"id":"3576743360399762","authorId":"3576743360399762","name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3576743360399762","authorIdStr":"3576743360399762"},"htmlText":"Please like and comment. Thanks. [Smile] [Happy] [LOL] [Smile] [Happy] [LOL]&nbsp;","listText":"Please like and comment. Thanks. [Smile] [Happy] [LOL] [Smile] [Happy] [LOL]&nbsp;","text":"Please like and comment. Thanks. [Smile] [Happy] [LOL] [Smile] [Happy] [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183786944","repostId":1128810191,"repostType":4,"repost":{"id":"1128810191","pubTimestamp":1623307595,"share":"https://ttm.financial/m/news/1128810191?lang=&edition=fundamental","pubTime":"2021-06-10 14:46","market":"us","language":"en","title":"Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=1128810191","media":"cnbc","summary":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c","content":"<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.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>Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit</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\">\nCompany spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128810191","content_text":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.\nInvestment bankJPMorganalso picked stocks set to get a boost from the capital expenditure “bright spot.” It created two new lists of stocks likely to benefit from President Joe Biden’s $2.3 trillion infrastructure plan, as well as the E.U.’s 750 billion euro ($912 billion) recovery fund.\nThe banks’ stock picks include:\nIndustrials stocks\nMost of Jefferies buy-rated picks are industrials. It said U.S. firms were benefiting from a “huge turnaround” in capex and its picks include semiconductor firmAnalog Devicesand truck-makerPaccar. It also likes farm equipment companyJohn Deere, as well as air conditioning company Carrier Global.\nWhen it comes to international corporate spending, the analysts, led by Sean Darby, said: “We were wrong! It is not just the US that is enjoying a huge turnaround in capital investment intentions – even outside of Tech – but also the Rest-of-the-World.”\nJefferies’ international picks include Swedish leisure product manufacturerDometic Groupand German luxury RV-makerKnaus Tabbert, as well as Japanese firmHitachi Constructionand Chinese engineering firmChina Railway Group. All are buy-rated.\nEnergy and materials\nIn a note Monday, JPMorgan said it had put together two baskets of stocks: those set to benefit from President Biden’s infrastructure plan, and those likely to do well from the EU recovery fund. Firms that appear on both lists include steel firmArcelorMittaland Spanish energy companiesEDP RenewablesandIberdrola.\nTechnology and communications\nAnalysts from JPMorgan also picked semiconductor firmsInfineon TechnologiesandSTMicroelectronicsfor both their U.S. and European lists, as well as German firmDeutsche Telekom.\nFirms that appear on both Jefferies’ and JPMorgan’s lists include medical technology groupSiemens Healthineers, French train manufacturerAlstomand security firmAssa Abloy.\nA number of factors have combined to stimulate a capital spending surge, according to Jefferies’ analysts. These include old equipment that needs replacing, “buoyant” CEO confidence, an earnings turnaround leaving balance sheets “flush with cash,” and low industrial inventories.\n“Our US capex indicator has quite literally gone ballistic. It took around six years from the GFC [global financial crisis] to 2015 before a capex recovery emerged in the previous cycle. This one has taken approximately 13 months and has surged to the highest reading in history,” Jefferies’ analysts wrote.\nFor JPMorgan, company profits have also meant a surge in spending. “Corporate capex is on an accelerating path this year, given the strong rebound in corporate profitability, where profits have tended to lead capex pretty consistently. Further, bank lending standards are continuing to improve, which helps capex decisions,” the bank’s analysts wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4672006,"gmtCreate":1623359552223,"gmtModify":1663228393430,"authorId":3585365564242588,"author":{"id":3585365564242588,"idStr":"3585365564242588","authorId":3585365564242588,"name":"星期天啊","avatar":"https://static.tigerbbs.com/776866ecb9b4bf3219eaa4f517ac200c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":183786944,"type":1,"supId":0,"prevId":0,"content":"Good job!","text":"Good job!","html":"Good job!"}],"langContent":"EN"},{"id":183781210,"gmtCreate":1623359083830,"gmtModify":1704201510571,"author":{"id":"3583913587299891","authorId":"3583913587299891","name":"jasonpstt","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583913587299891","authorIdStr":"3583913587299891"},"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183781210","repostId":1128810191,"repostType":4,"repost":{"id":"1128810191","pubTimestamp":1623307595,"share":"https://ttm.financial/m/news/1128810191?lang=&edition=fundamental","pubTime":"2021-06-10 14:46","market":"us","language":"en","title":"Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=1128810191","media":"cnbc","summary":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c","content":"<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.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>Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit</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\">\nCompany spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128810191","content_text":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.\nInvestment bankJPMorganalso picked stocks set to get a boost from the capital expenditure “bright spot.” It created two new lists of stocks likely to benefit from President Joe Biden’s $2.3 trillion infrastructure plan, as well as the E.U.’s 750 billion euro ($912 billion) recovery fund.\nThe banks’ stock picks include:\nIndustrials stocks\nMost of Jefferies buy-rated picks are industrials. It said U.S. firms were benefiting from a “huge turnaround” in capex and its picks include semiconductor firmAnalog Devicesand truck-makerPaccar. It also likes farm equipment companyJohn Deere, as well as air conditioning company Carrier Global.\nWhen it comes to international corporate spending, the analysts, led by Sean Darby, said: “We were wrong! It is not just the US that is enjoying a huge turnaround in capital investment intentions – even outside of Tech – but also the Rest-of-the-World.”\nJefferies’ international picks include Swedish leisure product manufacturerDometic Groupand German luxury RV-makerKnaus Tabbert, as well as Japanese firmHitachi Constructionand Chinese engineering firmChina Railway Group. All are buy-rated.\nEnergy and materials\nIn a note Monday, JPMorgan said it had put together two baskets of stocks: those set to benefit from President Biden’s infrastructure plan, and those likely to do well from the EU recovery fund. Firms that appear on both lists include steel firmArcelorMittaland Spanish energy companiesEDP RenewablesandIberdrola.\nTechnology and communications\nAnalysts from JPMorgan also picked semiconductor firmsInfineon TechnologiesandSTMicroelectronicsfor both their U.S. and European lists, as well as German firmDeutsche Telekom.\nFirms that appear on both Jefferies’ and JPMorgan’s lists include medical technology groupSiemens Healthineers, French train manufacturerAlstomand security firmAssa Abloy.\nA number of factors have combined to stimulate a capital spending surge, according to Jefferies’ analysts. These include old equipment that needs replacing, “buoyant” CEO confidence, an earnings turnaround leaving balance sheets “flush with cash,” and low industrial inventories.\n“Our US capex indicator has quite literally gone ballistic. It took around six years from the GFC [global financial crisis] to 2015 before a capex recovery emerged in the previous cycle. This one has taken approximately 13 months and has surged to the highest reading in history,” Jefferies’ analysts wrote.\nFor JPMorgan, company profits have also meant a surge in spending. “Corporate capex is on an accelerating path this year, given the strong rebound in corporate profitability, where profits have tended to lead capex pretty consistently. Further, bank lending standards are continuing to improve, which helps capex decisions,” the bank’s analysts wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4671984,"gmtCreate":1623359248410,"gmtModify":1663228394344,"authorId":3576743360399762,"author":{"id":3576743360399762,"idStr":"3576743360399762","authorId":3576743360399762,"name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":183781210,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":183794130,"gmtCreate":1623349721420,"gmtModify":1704201486390,"author":{"id":"3552951172021422","authorId":"3552951172021422","name":"Pat07","avatar":"https://static.tigerbbs.com/b7f2fc12edf68bb7d273f5ab6c5844a1","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3552951172021422","authorIdStr":"3552951172021422"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183794130","repostId":1128810191,"repostType":4,"repost":{"id":"1128810191","pubTimestamp":1623307595,"share":"https://ttm.financial/m/news/1128810191?lang=&edition=fundamental","pubTime":"2021-06-10 14:46","market":"us","language":"en","title":"Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=1128810191","media":"cnbc","summary":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c","content":"<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.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>Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit</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\">\nCompany spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128810191","content_text":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.\nInvestment bankJPMorganalso picked stocks set to get a boost from the capital expenditure “bright spot.” It created two new lists of stocks likely to benefit from President Joe Biden’s $2.3 trillion infrastructure plan, as well as the E.U.’s 750 billion euro ($912 billion) recovery fund.\nThe banks’ stock picks include:\nIndustrials stocks\nMost of Jefferies buy-rated picks are industrials. It said U.S. firms were benefiting from a “huge turnaround” in capex and its picks include semiconductor firmAnalog Devicesand truck-makerPaccar. It also likes farm equipment companyJohn Deere, as well as air conditioning company Carrier Global.\nWhen it comes to international corporate spending, the analysts, led by Sean Darby, said: “We were wrong! It is not just the US that is enjoying a huge turnaround in capital investment intentions – even outside of Tech – but also the Rest-of-the-World.”\nJefferies’ international picks include Swedish leisure product manufacturerDometic Groupand German luxury RV-makerKnaus Tabbert, as well as Japanese firmHitachi Constructionand Chinese engineering firmChina Railway Group. All are buy-rated.\nEnergy and materials\nIn a note Monday, JPMorgan said it had put together two baskets of stocks: those set to benefit from President Biden’s infrastructure plan, and those likely to do well from the EU recovery fund. Firms that appear on both lists include steel firmArcelorMittaland Spanish energy companiesEDP RenewablesandIberdrola.\nTechnology and communications\nAnalysts from JPMorgan also picked semiconductor firmsInfineon TechnologiesandSTMicroelectronicsfor both their U.S. and European lists, as well as German firmDeutsche Telekom.\nFirms that appear on both Jefferies’ and JPMorgan’s lists include medical technology groupSiemens Healthineers, French train manufacturerAlstomand security firmAssa Abloy.\nA number of factors have combined to stimulate a capital spending surge, according to Jefferies’ analysts. These include old equipment that needs replacing, “buoyant” CEO confidence, an earnings turnaround leaving balance sheets “flush with cash,” and low industrial inventories.\n“Our US capex indicator has quite literally gone ballistic. It took around six years from the GFC [global financial crisis] to 2015 before a capex recovery emerged in the previous cycle. This one has taken approximately 13 months and has surged to the highest reading in history,” Jefferies’ analysts wrote.\nFor JPMorgan, company profits have also meant a surge in spending. “Corporate capex is on an accelerating path this year, given the strong rebound in corporate profitability, where profits have tended to lead capex pretty consistently. Further, bank lending standards are continuing to improve, which helps capex decisions,” the bank’s analysts wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":183795025,"gmtCreate":1623349349767,"gmtModify":1704201479078,"author":{"id":"3555822052484377","authorId":"3555822052484377","name":"Tongs","avatar":"https://static.tigerbbs.com/b0a38d6dcec089553bed2e9e999c283a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3555822052484377","authorIdStr":"3555822052484377"},"htmlText":"Okay!&nbsp;","listText":"Okay!&nbsp;","text":"Okay!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183795025","repostId":1128810191,"repostType":4,"repost":{"id":"1128810191","pubTimestamp":1623307595,"share":"https://ttm.financial/m/news/1128810191?lang=&edition=fundamental","pubTime":"2021-06-10 14:46","market":"us","language":"en","title":"Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=1128810191","media":"cnbc","summary":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c","content":"<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.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>Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit</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\">\nCompany spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128810191","content_text":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.\nInvestment bankJPMorganalso picked stocks set to get a boost from the capital expenditure “bright spot.” It created two new lists of stocks likely to benefit from President Joe Biden’s $2.3 trillion infrastructure plan, as well as the E.U.’s 750 billion euro ($912 billion) recovery fund.\nThe banks’ stock picks include:\nIndustrials stocks\nMost of Jefferies buy-rated picks are industrials. It said U.S. firms were benefiting from a “huge turnaround” in capex and its picks include semiconductor firmAnalog Devicesand truck-makerPaccar. It also likes farm equipment companyJohn Deere, as well as air conditioning company Carrier Global.\nWhen it comes to international corporate spending, the analysts, led by Sean Darby, said: “We were wrong! It is not just the US that is enjoying a huge turnaround in capital investment intentions – even outside of Tech – but also the Rest-of-the-World.”\nJefferies’ international picks include Swedish leisure product manufacturerDometic Groupand German luxury RV-makerKnaus Tabbert, as well as Japanese firmHitachi Constructionand Chinese engineering firmChina Railway Group. All are buy-rated.\nEnergy and materials\nIn a note Monday, JPMorgan said it had put together two baskets of stocks: those set to benefit from President Biden’s infrastructure plan, and those likely to do well from the EU recovery fund. Firms that appear on both lists include steel firmArcelorMittaland Spanish energy companiesEDP RenewablesandIberdrola.\nTechnology and communications\nAnalysts from JPMorgan also picked semiconductor firmsInfineon TechnologiesandSTMicroelectronicsfor both their U.S. and European lists, as well as German firmDeutsche Telekom.\nFirms that appear on both Jefferies’ and JPMorgan’s lists include medical technology groupSiemens Healthineers, French train manufacturerAlstomand security firmAssa Abloy.\nA number of factors have combined to stimulate a capital spending surge, according to Jefferies’ analysts. These include old equipment that needs replacing, “buoyant” CEO confidence, an earnings turnaround leaving balance sheets “flush with cash,” and low industrial inventories.\n“Our US capex indicator has quite literally gone ballistic. It took around six years from the GFC [global financial crisis] to 2015 before a capex recovery emerged in the previous cycle. This one has taken approximately 13 months and has surged to the highest reading in history,” Jefferies’ analysts wrote.\nFor JPMorgan, company profits have also meant a surge in spending. “Corporate capex is on an accelerating path this year, given the strong rebound in corporate profitability, where profits have tended to lead capex pretty consistently. Further, bank lending standards are continuing to improve, which helps capex decisions,” the bank’s analysts wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":424,"commentSize":374,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1128810191"}