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2021-06-11
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Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit
太阳楸
2021-06-11
good
Can US Airlines Bounce Back in Summer as Restrictions Ease?
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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 <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":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"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,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181563017,"gmtCreate":1623402167739,"gmtModify":1704202624996,"author":{"id":"3583526233412737","authorId":"3583526233412737","name":"太阳楸","avatar":"https://static.tigerbbs.com/52875e6825ef565d8937d35197c57d4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181563017","repostId":"2138107131","repostType":2,"repost":{"id":"2138107131","pubTimestamp":1622206212,"share":"https://www.laohu8.com/m/news/2138107131?lang=&edition=full","pubTime":"2021-05-28 20:50","market":"us","language":"en","title":"Can US Airlines Bounce Back in Summer as Restrictions Ease?","url":"https://stock-news.laohu8.com/highlight/detail?id=2138107131","media":"Zacks","summary":"The U.S. airline industry was almost at the brink of collapse as the pandemic shut down borders and ","content":"<p>The U.S. airline industry was almost at the brink of collapse as the pandemic shut down borders and people stayed confined to their homes last year. This, however, seems to be changing as restrictions continue to get eased and the economy further reopens.</p>\n<p>Although the road to recovery is long and tough, the process seems to have started as millions of Americans appear a bit confident with the vaccination drive in full swing. Given this scenario, this summer could prove to be a great <a href=\"https://laohu8.com/S/AONE\">one</a> for the U.S. airlines industry, with ticket sales and traffic already pickling up.</p>\n<h3>Airlines on Road to Recovery</h3>\n<p>With almost 50% of Americans above the age of 18 having received at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> dose of the COVID-19 vaccine, people are a lot more confident. This has also seen the Centers for Disease Control and Preventions (CDC) easing restrictions.</p>\n<p>Fully vaccinated people are now no longer required to wear marks indoors or outdoors. The CDC has also revised its travel guidelines. Although people need to wear masks while flying, those who are fully vaccinated or have recovered from COVID-19 in the past three months, no longer need to get tested or self-quarantine upon traveling.</p>\n<p>The past few weeks have already seen airlines getting busier as more people are booking tickets and traveling. According to a Simply Flying report, the Transportation Security Administration witnessed a whopping 1.85 million passengers flying across the United States on May 16. If the trend continues, airline companies are likely to see a great summer.</p>\n<h3>Traveling Set for a Rebound</h3>\n<p>Although many countries are still struggling to manage the rising COVID-19 cases, a number of others are relaxing restrictions, thanks to the vaccination drive adopted by them. These countries are gradually lifting bans on international travel.</p>\n<p>The International Air Transport Association (IATA) has also predicted that air travel will rebound this year. IATA also predicts domestic travel to pick up as restrictions get eased further. IATA predicts domestic travel to recover by up to 96% of the pre-crisis levels by the second half of 2021, improving 48% year over year.</p>\n<p>This has seen airline companies gearing up to handle more passengers in the coming weeks. North American passenger carriers have also resumed hiring, indicating that passenger traffic will increase in the near term.</p>\n<p><b>Southwest Airlines Co</b> LUV plans to reinstate 2,700 flight attendants who were sent on voluntary leave following the coronavirus outbreak when almost the entire fleet had to be grounded. Southwest has a Zacks Rank #3 (Hold). You can see<b> the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</b>.</p>\n<p><b>American Airlines Group Inc. </b>AAL, <b>United Airlines Holdings Inc.</b> UAL and <b>Delta Air Lines Inc.</b> DAL lost more than $1 billion each in the first quarter of this year but are confident about a rebound this year. American Airlines is hopeful about selling over 90% tickets mainly within the United States this summer, much like it did in 2019.</p>\n<p>Southwest, which carried the maximum number of passengers than any other U.S. airline in 2019, returned to profit in the first quarter and is hopeful about traffic rebounding.</p>\n<p>Moreover, American Airlines and <b>JetBlue Airways Corporation</b> JBLU will be adding 24 new routes across eight cities this summer as part of their Northeast Alliance partnership. Last week, United Airlines said that it plans to resume flights to Croatia, Greece and Iceland this summer. Also, it has plans to expand its flights by 20% to the neighboring North American countries.</p>\n<p>With Memorial Day around the corner, booking is likely to swell. Passengers are flowing in but airlines are still not out of the woods. However, the recovery has definitely started with both bookings and hiring on the rise.</p>","source":"yahoofinance","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>Can US Airlines Bounce Back in Summer as Restrictions Ease?</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\">\nCan US Airlines Bounce Back in Summer as Restrictions Ease?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 20:50 GMT+8 <a href=https://finance.yahoo.com/news/us-airlines-bounce-back-summer-121812072.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. airline industry was almost at the brink of collapse as the pandemic shut down borders and people stayed confined to their homes last year. This, however, seems to be changing as restrictions...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-airlines-bounce-back-summer-121812072.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","LUV":"西南航空","DAL":"达美航空","JBLU":"捷蓝航空","AAL":"美国航空"},"source_url":"https://finance.yahoo.com/news/us-airlines-bounce-back-summer-121812072.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2138107131","content_text":"The U.S. airline industry was almost at the brink of collapse as the pandemic shut down borders and people stayed confined to their homes last year. This, however, seems to be changing as restrictions continue to get eased and the economy further reopens.\nAlthough the road to recovery is long and tough, the process seems to have started as millions of Americans appear a bit confident with the vaccination drive in full swing. Given this scenario, this summer could prove to be a great one for the U.S. airlines industry, with ticket sales and traffic already pickling up.\nAirlines on Road to Recovery\nWith almost 50% of Americans above the age of 18 having received at least one dose of the COVID-19 vaccine, people are a lot more confident. This has also seen the Centers for Disease Control and Preventions (CDC) easing restrictions.\nFully vaccinated people are now no longer required to wear marks indoors or outdoors. The CDC has also revised its travel guidelines. Although people need to wear masks while flying, those who are fully vaccinated or have recovered from COVID-19 in the past three months, no longer need to get tested or self-quarantine upon traveling.\nThe past few weeks have already seen airlines getting busier as more people are booking tickets and traveling. According to a Simply Flying report, the Transportation Security Administration witnessed a whopping 1.85 million passengers flying across the United States on May 16. If the trend continues, airline companies are likely to see a great summer.\nTraveling Set for a Rebound\nAlthough many countries are still struggling to manage the rising COVID-19 cases, a number of others are relaxing restrictions, thanks to the vaccination drive adopted by them. These countries are gradually lifting bans on international travel.\nThe International Air Transport Association (IATA) has also predicted that air travel will rebound this year. IATA also predicts domestic travel to pick up as restrictions get eased further. IATA predicts domestic travel to recover by up to 96% of the pre-crisis levels by the second half of 2021, improving 48% year over year.\nThis has seen airline companies gearing up to handle more passengers in the coming weeks. North American passenger carriers have also resumed hiring, indicating that passenger traffic will increase in the near term.\nSouthwest Airlines Co LUV plans to reinstate 2,700 flight attendants who were sent on voluntary leave following the coronavirus outbreak when almost the entire fleet had to be grounded. Southwest has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.\nAmerican Airlines Group Inc. AAL, United Airlines Holdings Inc. UAL and Delta Air Lines Inc. DAL lost more than $1 billion each in the first quarter of this year but are confident about a rebound this year. American Airlines is hopeful about selling over 90% tickets mainly within the United States this summer, much like it did in 2019.\nSouthwest, which carried the maximum number of passengers than any other U.S. airline in 2019, returned to profit in the first quarter and is hopeful about traffic rebounding.\nMoreover, American Airlines and JetBlue Airways Corporation JBLU will be adding 24 new routes across eight cities this summer as part of their Northeast Alliance partnership. Last week, United Airlines said that it plans to resume flights to Croatia, Greece and Iceland this summer. Also, it has plans to expand its flights by 20% to the neighboring North American countries.\nWith Memorial Day around the corner, booking is likely to swell. Passengers are flowing in but airlines are still not out of the woods. However, the recovery has definitely started with both bookings and hiring on the rise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":181561223,"gmtCreate":1623402232562,"gmtModify":1704202626936,"author":{"id":"3583526233412737","authorId":"3583526233412737","name":"太阳楸","avatar":"https://static.tigerbbs.com/52875e6825ef565d8937d35197c57d4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181561223","repostId":"1128810191","repostType":2,"repost":{"id":"1128810191","pubTimestamp":1623307595,"share":"https://www.laohu8.com/m/news/1128810191?lang=&edition=full","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 <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":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"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,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181563017,"gmtCreate":1623402167739,"gmtModify":1704202624996,"author":{"id":"3583526233412737","authorId":"3583526233412737","name":"太阳楸","avatar":"https://static.tigerbbs.com/52875e6825ef565d8937d35197c57d4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181563017","repostId":"2138107131","repostType":2,"repost":{"id":"2138107131","pubTimestamp":1622206212,"share":"https://www.laohu8.com/m/news/2138107131?lang=&edition=full","pubTime":"2021-05-28 20:50","market":"us","language":"en","title":"Can US Airlines Bounce Back in Summer as Restrictions Ease?","url":"https://stock-news.laohu8.com/highlight/detail?id=2138107131","media":"Zacks","summary":"The U.S. airline industry was almost at the brink of collapse as the pandemic shut down borders and ","content":"<p>The U.S. airline industry was almost at the brink of collapse as the pandemic shut down borders and people stayed confined to their homes last year. This, however, seems to be changing as restrictions continue to get eased and the economy further reopens.</p>\n<p>Although the road to recovery is long and tough, the process seems to have started as millions of Americans appear a bit confident with the vaccination drive in full swing. Given this scenario, this summer could prove to be a great <a href=\"https://laohu8.com/S/AONE\">one</a> for the U.S. airlines industry, with ticket sales and traffic already pickling up.</p>\n<h3>Airlines on Road to Recovery</h3>\n<p>With almost 50% of Americans above the age of 18 having received at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> dose of the COVID-19 vaccine, people are a lot more confident. This has also seen the Centers for Disease Control and Preventions (CDC) easing restrictions.</p>\n<p>Fully vaccinated people are now no longer required to wear marks indoors or outdoors. The CDC has also revised its travel guidelines. Although people need to wear masks while flying, those who are fully vaccinated or have recovered from COVID-19 in the past three months, no longer need to get tested or self-quarantine upon traveling.</p>\n<p>The past few weeks have already seen airlines getting busier as more people are booking tickets and traveling. According to a Simply Flying report, the Transportation Security Administration witnessed a whopping 1.85 million passengers flying across the United States on May 16. If the trend continues, airline companies are likely to see a great summer.</p>\n<h3>Traveling Set for a Rebound</h3>\n<p>Although many countries are still struggling to manage the rising COVID-19 cases, a number of others are relaxing restrictions, thanks to the vaccination drive adopted by them. These countries are gradually lifting bans on international travel.</p>\n<p>The International Air Transport Association (IATA) has also predicted that air travel will rebound this year. IATA also predicts domestic travel to pick up as restrictions get eased further. IATA predicts domestic travel to recover by up to 96% of the pre-crisis levels by the second half of 2021, improving 48% year over year.</p>\n<p>This has seen airline companies gearing up to handle more passengers in the coming weeks. North American passenger carriers have also resumed hiring, indicating that passenger traffic will increase in the near term.</p>\n<p><b>Southwest Airlines Co</b> LUV plans to reinstate 2,700 flight attendants who were sent on voluntary leave following the coronavirus outbreak when almost the entire fleet had to be grounded. Southwest has a Zacks Rank #3 (Hold). You can see<b> the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</b>.</p>\n<p><b>American Airlines Group Inc. </b>AAL, <b>United Airlines Holdings Inc.</b> UAL and <b>Delta Air Lines Inc.</b> DAL lost more than $1 billion each in the first quarter of this year but are confident about a rebound this year. American Airlines is hopeful about selling over 90% tickets mainly within the United States this summer, much like it did in 2019.</p>\n<p>Southwest, which carried the maximum number of passengers than any other U.S. airline in 2019, returned to profit in the first quarter and is hopeful about traffic rebounding.</p>\n<p>Moreover, American Airlines and <b>JetBlue Airways Corporation</b> JBLU will be adding 24 new routes across eight cities this summer as part of their Northeast Alliance partnership. Last week, United Airlines said that it plans to resume flights to Croatia, Greece and Iceland this summer. Also, it has plans to expand its flights by 20% to the neighboring North American countries.</p>\n<p>With Memorial Day around the corner, booking is likely to swell. Passengers are flowing in but airlines are still not out of the woods. However, the recovery has definitely started with both bookings and hiring on the rise.</p>","source":"yahoofinance","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>Can US Airlines Bounce Back in Summer as Restrictions Ease?</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\">\nCan US Airlines Bounce Back in Summer as Restrictions Ease?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 20:50 GMT+8 <a href=https://finance.yahoo.com/news/us-airlines-bounce-back-summer-121812072.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. airline industry was almost at the brink of collapse as the pandemic shut down borders and people stayed confined to their homes last year. This, however, seems to be changing as restrictions...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-airlines-bounce-back-summer-121812072.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","LUV":"西南航空","DAL":"达美航空","JBLU":"捷蓝航空","AAL":"美国航空"},"source_url":"https://finance.yahoo.com/news/us-airlines-bounce-back-summer-121812072.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2138107131","content_text":"The U.S. airline industry was almost at the brink of collapse as the pandemic shut down borders and people stayed confined to their homes last year. This, however, seems to be changing as restrictions continue to get eased and the economy further reopens.\nAlthough the road to recovery is long and tough, the process seems to have started as millions of Americans appear a bit confident with the vaccination drive in full swing. Given this scenario, this summer could prove to be a great one for the U.S. airlines industry, with ticket sales and traffic already pickling up.\nAirlines on Road to Recovery\nWith almost 50% of Americans above the age of 18 having received at least one dose of the COVID-19 vaccine, people are a lot more confident. This has also seen the Centers for Disease Control and Preventions (CDC) easing restrictions.\nFully vaccinated people are now no longer required to wear marks indoors or outdoors. The CDC has also revised its travel guidelines. Although people need to wear masks while flying, those who are fully vaccinated or have recovered from COVID-19 in the past three months, no longer need to get tested or self-quarantine upon traveling.\nThe past few weeks have already seen airlines getting busier as more people are booking tickets and traveling. According to a Simply Flying report, the Transportation Security Administration witnessed a whopping 1.85 million passengers flying across the United States on May 16. If the trend continues, airline companies are likely to see a great summer.\nTraveling Set for a Rebound\nAlthough many countries are still struggling to manage the rising COVID-19 cases, a number of others are relaxing restrictions, thanks to the vaccination drive adopted by them. These countries are gradually lifting bans on international travel.\nThe International Air Transport Association (IATA) has also predicted that air travel will rebound this year. IATA also predicts domestic travel to pick up as restrictions get eased further. IATA predicts domestic travel to recover by up to 96% of the pre-crisis levels by the second half of 2021, improving 48% year over year.\nThis has seen airline companies gearing up to handle more passengers in the coming weeks. North American passenger carriers have also resumed hiring, indicating that passenger traffic will increase in the near term.\nSouthwest Airlines Co LUV plans to reinstate 2,700 flight attendants who were sent on voluntary leave following the coronavirus outbreak when almost the entire fleet had to be grounded. Southwest has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.\nAmerican Airlines Group Inc. AAL, United Airlines Holdings Inc. UAL and Delta Air Lines Inc. DAL lost more than $1 billion each in the first quarter of this year but are confident about a rebound this year. American Airlines is hopeful about selling over 90% tickets mainly within the United States this summer, much like it did in 2019.\nSouthwest, which carried the maximum number of passengers than any other U.S. airline in 2019, returned to profit in the first quarter and is hopeful about traffic rebounding.\nMoreover, American Airlines and JetBlue Airways Corporation JBLU will be adding 24 new routes across eight cities this summer as part of their Northeast Alliance partnership. Last week, United Airlines said that it plans to resume flights to Croatia, Greece and Iceland this summer. Also, it has plans to expand its flights by 20% to the neighboring North American countries.\nWith Memorial Day around the corner, booking is likely to swell. Passengers are flowing in but airlines are still not out of the woods. However, the recovery has definitely started with both bookings and hiring on the rise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
