加息靴子落地，Wedbush：该买点科技股了

智通财经2022-03-17

在美联储宣布加息后，投行Wedbush认为，现在是持有超卖科技股的时候了。Wedbush分析师Dan Ives表示，“美联储的消息消除了科技股的不确定性，华尔街知道未来利率的清晰路径，现在多头和空头能在这种背景下讨论未来一年科技股的估值和增长状况。”“简而言之，我们认为科技股正处于超卖状态，正如我们在过去五年中看到的那样，我们将强烈买入云计算、软件、网络安全、芯片以及以FAANG为首的中坚科技公司...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Jacky403
2022-03-18
Jacky403
Ok

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2220748614?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","is_english":false,"pubTime":"2022-03-17 23:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2220748614","market":"us","top_or_hot":-1,"title":"加息靴子落地，Wedbush：该买点科技股了","media":"智通财经","content":"<div>\n<p>在美联储宣布加息后，投行Wedbush认为，现在是持有超卖科技股的时候了。Wedbush分析师Dan Ives表示，“美联储的消息消除了科技股的不确定性，华尔街知道未来利率的清晰路径，现在多头和空头能在这种背景下讨论未来一年科技股的估值和增长状况。”“简而言之，我们认为科技股正处于超卖状态，正如我们在过去五年中看到的那样，我们将强烈买入云计算、软件、网络安全、芯片以及以FAANG为首的中坚科技公司...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/683196.html\">Source Link</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>加息靴子落地，Wedbush：该买点科技股了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n加息靴子落地，Wedbush：该买点科技股了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 23:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/683196.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美联储宣布加息后，投行Wedbush认为，现在是持有超卖科技股的时候了。Wedbush分析师Dan Ives表示，“美联储的消息消除了科技股的不确定性，华尔街知道未来利率的清晰路径，现在多头和空头能在这种背景下讨论未来一年科技股的估值和增长状况。”“简而言之，我们认为科技股正处于超卖状态，正如我们在过去五年中看到的那样，我们将强烈买入云计算、软件、网络安全、芯片以及以FAANG为首的中坚科技公司...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/683196.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":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/683196.html","article_id":"2220748614","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2220748614","pubTimestamp":1647530006,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，在美联储宣布加息后，投行Wedbush认为，现在是持有超卖科技股的时候了。Wedbush分析师Dan Ives表示，“美联储的消息消除了科技股的不确定性，华尔街知道未来利率的清晰路径，现在多头和空头能在这种背景下讨论未来一年科技股的估值和增长状况。”","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AAPL":"苹果","BK4581":"高盛持仓","BK4573":"虚拟现实","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4574":"无人驾驶","BK4550":"红杉资本持仓","TTTN":"老虎中美互联网巨头ETF","BK4579":"人工智能","BK4505":"高瓴资本持仓","BK4512":"苹果概念","BK4575":"芯片概念","BK4576":"AR","BK4170":"电脑硬件、储存设备及电脑周边","BK4571":"数字音乐概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4553":"喜马拉雅资本持仓"},"translate_title":"Raise interest rate boots, Wedbush: It's time to buy some technology stocks","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e49bdd70994b00c60346b81e3bcfd870","symbols_score_info":{"TTTN":1,"QNETCN":1,"AAPL":1},"content_text":"在美联储宣布加息后，投行Wedbush认为，现在是持有超卖科技股的时候了。Wedbush分析师Dan Ives表示，“美联储的消息消除了科技股的不确定性，华尔街知道未来利率的清晰路径，现在多头和空头能在这种背景下讨论未来一年科技股的估值和增长状况。”“简而言之，我们认为科技股正处于超卖状态，正如我们在过去五年中看到的那样，我们将强烈买入云计算、软件、网络安全、芯片以及以FAANG为首的中坚科技公司，而苹果(AAPL.US)显然是我们的最爱，”他补充道。此外，Ives还指出，在过去几年里，随着疫情的爆发，数字转型的主题今年正“获得更大的动力”，原因是企业检查和投资者“不加选择地全面出售科技行业”。除了上述提到的科技股，Ives还表示，网络安全行业“蓄势待发”，他指出，由于俄乌冲突升级，网络攻击的数量“上升”。因此，Palo Alto Networks (PANW.US)、Zscaler (ZS.US)、CrowdStrike (CRWD.US)、Tenable (TENB.US)、Varonis (VRNS.US)、 Fortinet (FTNT.US)、CyberArk (CYBR.US)、Palantir (PLTR),、Check Point (CHKP.US)和SailPoint (SAIL.US)等公司都有望从中受益。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9035128420,"gmtCreate":1647555261105,"gmtModify":1676534242445,"author":{"id":"4098568284487680","authorId":"4098568284487680","authorIdStr":"4098568284487680","name":"Jacky403","avatar":"https://community-static.tradeup.com/news/60ad428d1436ce56f6dc2cfac6b6d576","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4098568284487680"},"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035128420","repostId":2220748614,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":77,"commentSize":1,"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":"4.28.3","shortVersion":"4.28.3","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/2220748614"}