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JKY5978
2021-08-04
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JKY5978
2021-08-04
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2021-07-27
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JKY5978
2021-07-22
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How to invest as the Delta variant takes hold
JKY5978
2021-07-18
Hi
@苗喵猫:風險的本質-波動率
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up","images":[{"img":"https://static.tigerbbs.com/7eac60b8b463425cabd2a09fd928e103","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809380067","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172260166,"gmtCreate":1626962783555,"gmtModify":1703481480345,"author":{"id":"4089280222525550","authorId":"4089280222525550","name":"JKY5978","avatar":"https://static.tigerbbs.com/77c9fa687242b96d1012a7576ce913dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089280222525550","authorIdStr":"4089280222525550"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172260166","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","pubTimestamp":1626955588,"share":"https://ttm.financial/m/news/1154266565?lang=&edition=fundamental","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p>","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>How to invest as the Delta variant takes hold</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\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8 <a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.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",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173343450,"gmtCreate":1626621918870,"gmtModify":1703762414881,"author":{"id":"4089280222525550","authorId":"4089280222525550","name":"JKY5978","avatar":"https://static.tigerbbs.com/77c9fa687242b96d1012a7576ce913dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089280222525550","authorIdStr":"4089280222525550"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173343450","repostId":"54864","repostType":1,"repost":{"id":54864,"gmtCreate":1492594830478,"gmtModify":1705988281485,"author":{"id":"2021140052568","authorId":"2021140052568","name":"苗喵猫","avatar":"https://static.laohu8.com/1f5b94e3b3396e6119e136a15fdfa4e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"2021140052568","authorIdStr":"2021140052568"},"themes":[],"title":"風險的本質-波動率","htmlText":"摘要:到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 在上一篇文章【<a href=\"https://laohu8.com/TW/54000\">止損-也許只是一廂情願</a>】中,我通過一些實際的例子,來表明簡單的止損止盈策略並不能真正的降低風險,風險其實包含在你的策略本身。要想真正的降低風險,我們就必須改變觀念,徹底的調整那些不正確的投資思路。 到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 毋庸置疑,下跌確實是風險,跌的越狠,風險越大,這是直觀的。但是我要說,上漲也是風險,漲的越狠,風險越大,大家會同意嗎?在美股市場,有比較完善的做空機制,你既可以通過借券做空,也可以通過期權做空。如果你是一個空軍,那麼你肯定能夠感受到,上漲給你帶來的“陣痛”。有人說我從來都不做空,我玩A股,不能做空,那麼你感受過踏空嗎?舉個例子,從去年開始的房價快速上漲,對於那些錯失上車機會的人們,是多麼的恐懼和絕望。 哪怕對風險的計算一無所知,僅憑直覺,我們也能夠知道,股票的風險大於國債,小盤股的風險大於藍籌股,$陌陌(MOMO)$的風險大於$阿里巴巴(BABA)$,期權的風險大於股票,諸如此類。因爲風險越高,它的漲跌幅度就越大。我們把這種,衡量資產價格波動程度的指標,叫做波動率。 我們主要關注這三類: 實際波動率。 也稱爲未來波動率,也就是某個資產的最真實的波動程度。由於資產的漲跌都是隨機的,所以我們永遠也沒法確切的知道這個數據的真實值,誰要是能預測準了,那全世界的財富都是ta的。其他幾種波動率,主要也是對實際波動率的一種估計。 歷史波動率。 是指過去某個時","listText":"摘要:到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 在上一篇文章【<a href=\"https://laohu8.com/TW/54000\">止損-也許只是一廂情願</a>】中,我通過一些實際的例子,來表明簡單的止損止盈策略並不能真正的降低風險,風險其實包含在你的策略本身。要想真正的降低風險,我們就必須改變觀念,徹底的調整那些不正確的投資思路。 到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 毋庸置疑,下跌確實是風險,跌的越狠,風險越大,這是直觀的。但是我要說,上漲也是風險,漲的越狠,風險越大,大家會同意嗎?在美股市場,有比較完善的做空機制,你既可以通過借券做空,也可以通過期權做空。如果你是一個空軍,那麼你肯定能夠感受到,上漲給你帶來的“陣痛”。有人說我從來都不做空,我玩A股,不能做空,那麼你感受過踏空嗎?舉個例子,從去年開始的房價快速上漲,對於那些錯失上車機會的人們,是多麼的恐懼和絕望。 哪怕對風險的計算一無所知,僅憑直覺,我們也能夠知道,股票的風險大於國債,小盤股的風險大於藍籌股,$陌陌(MOMO)$的風險大於$阿里巴巴(BABA)$,期權的風險大於股票,諸如此類。因爲風險越高,它的漲跌幅度就越大。我們把這種,衡量資產價格波動程度的指標,叫做波動率。 我們主要關注這三類: 實際波動率。 也稱爲未來波動率,也就是某個資產的最真實的波動程度。由於資產的漲跌都是隨機的,所以我們永遠也沒法確切的知道這個數據的真實值,誰要是能預測準了,那全世界的財富都是ta的。其他幾種波動率,主要也是對實際波動率的一種估計。 歷史波動率。 是指過去某個時","text":"摘要:到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 在上一篇文章【止損-也許只是一廂情願】中,我通過一些實際的例子,來表明簡單的止損止盈策略並不能真正的降低風險,風險其實包含在你的策略本身。要想真正的降低風險,我們就必須改變觀念,徹底的調整那些不正確的投資思路。 到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 毋庸置疑,下跌確實是風險,跌的越狠,風險越大,這是直觀的。但是我要說,上漲也是風險,漲的越狠,風險越大,大家會同意嗎?在美股市場,有比較完善的做空機制,你既可以通過借券做空,也可以通過期權做空。如果你是一個空軍,那麼你肯定能夠感受到,上漲給你帶來的“陣痛”。有人說我從來都不做空,我玩A股,不能做空,那麼你感受過踏空嗎?舉個例子,從去年開始的房價快速上漲,對於那些錯失上車機會的人們,是多麼的恐懼和絕望。 哪怕對風險的計算一無所知,僅憑直覺,我們也能夠知道,股票的風險大於國債,小盤股的風險大於藍籌股,$陌陌(MOMO)$的風險大於$阿里巴巴(BABA)$,期權的風險大於股票,諸如此類。因爲風險越高,它的漲跌幅度就越大。我們把這種,衡量資產價格波動程度的指標,叫做波動率。 我們主要關注這三類: 實際波動率。 也稱爲未來波動率,也就是某個資產的最真實的波動程度。由於資產的漲跌都是隨機的,所以我們永遠也沒法確切的知道這個數據的真實值,誰要是能預測準了,那全世界的財富都是ta的。其他幾種波動率,主要也是對實際波動率的一種估計。 歷史波動率。 是指過去某個時","images":[{"img":"https://static.laohu8.com/648cc1d2a35b19f54484541f13f354ad"},{"img":"https://static.laohu8.com/507bf9b48b6362e5589b6e037cf7ad2b"},{"img":"https://static.laohu8.com/db7c1cfd697f0744d5c5c11ef867bb31"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/54864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":173343450,"gmtCreate":1626621918870,"gmtModify":1703762414881,"author":{"id":"4089280222525550","authorId":"4089280222525550","name":"JKY5978","avatar":"https://static.tigerbbs.com/77c9fa687242b96d1012a7576ce913dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089280222525550","idStr":"4089280222525550"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173343450","repostId":"54864","repostType":1,"repost":{"id":54864,"gmtCreate":1492594830478,"gmtModify":1705988281485,"author":{"id":"2021140052568","authorId":"2021140052568","name":"苗喵猫","avatar":"https://static.laohu8.com/1f5b94e3b3396e6119e136a15fdfa4e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"2021140052568","idStr":"2021140052568"},"themes":[],"title":"風險的本質-波動率","htmlText":"摘要:到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 在上一篇文章【<a href=\"https://laohu8.com/TW/54000\">止損-也許只是一廂情願</a>】中,我通過一些實際的例子,來表明簡單的止損止盈策略並不能真正的降低風險,風險其實包含在你的策略本身。要想真正的降低風險,我們就必須改變觀念,徹底的調整那些不正確的投資思路。 到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 毋庸置疑,下跌確實是風險,跌的越狠,風險越大,這是直觀的。但是我要說,上漲也是風險,漲的越狠,風險越大,大家會同意嗎?在美股市場,有比較完善的做空機制,你既可以通過借券做空,也可以通過期權做空。如果你是一個空軍,那麼你肯定能夠感受到,上漲給你帶來的“陣痛”。有人說我從來都不做空,我玩A股,不能做空,那麼你感受過踏空嗎?舉個例子,從去年開始的房價快速上漲,對於那些錯失上車機會的人們,是多麼的恐懼和絕望。 哪怕對風險的計算一無所知,僅憑直覺,我們也能夠知道,股票的風險大於國債,小盤股的風險大於藍籌股,$陌陌(MOMO)$的風險大於$阿里巴巴(BABA)$,期權的風險大於股票,諸如此類。因爲風險越高,它的漲跌幅度就越大。我們把這種,衡量資產價格波動程度的指標,叫做波動率。 我們主要關注這三類: 實際波動率。 也稱爲未來波動率,也就是某個資產的最真實的波動程度。由於資產的漲跌都是隨機的,所以我們永遠也沒法確切的知道這個數據的真實值,誰要是能預測準了,那全世界的財富都是ta的。其他幾種波動率,主要也是對實際波動率的一種估計。 歷史波動率。 是指過去某個時","listText":"摘要:到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 在上一篇文章【<a href=\"https://laohu8.com/TW/54000\">止損-也許只是一廂情願</a>】中,我通過一些實際的例子,來表明簡單的止損止盈策略並不能真正的降低風險,風險其實包含在你的策略本身。要想真正的降低風險,我們就必須改變觀念,徹底的調整那些不正確的投資思路。 到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 毋庸置疑,下跌確實是風險,跌的越狠,風險越大,這是直觀的。但是我要說,上漲也是風險,漲的越狠,風險越大,大家會同意嗎?在美股市場,有比較完善的做空機制,你既可以通過借券做空,也可以通過期權做空。如果你是一個空軍,那麼你肯定能夠感受到,上漲給你帶來的“陣痛”。有人說我從來都不做空,我玩A股,不能做空,那麼你感受過踏空嗎?舉個例子,從去年開始的房價快速上漲,對於那些錯失上車機會的人們,是多麼的恐懼和絕望。 哪怕對風險的計算一無所知,僅憑直覺,我們也能夠知道,股票的風險大於國債,小盤股的風險大於藍籌股,$陌陌(MOMO)$的風險大於$阿里巴巴(BABA)$,期權的風險大於股票,諸如此類。因爲風險越高,它的漲跌幅度就越大。我們把這種,衡量資產價格波動程度的指標,叫做波動率。 我們主要關注這三類: 實際波動率。 也稱爲未來波動率,也就是某個資產的最真實的波動程度。由於資產的漲跌都是隨機的,所以我們永遠也沒法確切的知道這個數據的真實值,誰要是能預測準了,那全世界的財富都是ta的。其他幾種波動率,主要也是對實際波動率的一種估計。 歷史波動率。 是指過去某個時","text":"摘要:到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 在上一篇文章【止損-也許只是一廂情願】中,我通過一些實際的例子,來表明簡單的止損止盈策略並不能真正的降低風險,風險其實包含在你的策略本身。要想真正的降低風險,我們就必須改變觀念,徹底的調整那些不正確的投資思路。 到底什麼是風險?很多散戶,尤其是長期玩A股的散戶,會脫口而出,跌了就是風險,虧錢就是風險,或者說回撤就是風險。這樣的回答,正確嗎?我只能說,答對了一部分。 毋庸置疑,下跌確實是風險,跌的越狠,風險越大,這是直觀的。但是我要說,上漲也是風險,漲的越狠,風險越大,大家會同意嗎?在美股市場,有比較完善的做空機制,你既可以通過借券做空,也可以通過期權做空。如果你是一個空軍,那麼你肯定能夠感受到,上漲給你帶來的“陣痛”。有人說我從來都不做空,我玩A股,不能做空,那麼你感受過踏空嗎?舉個例子,從去年開始的房價快速上漲,對於那些錯失上車機會的人們,是多麼的恐懼和絕望。 哪怕對風險的計算一無所知,僅憑直覺,我們也能夠知道,股票的風險大於國債,小盤股的風險大於藍籌股,$陌陌(MOMO)$的風險大於$阿里巴巴(BABA)$,期權的風險大於股票,諸如此類。因爲風險越高,它的漲跌幅度就越大。我們把這種,衡量資產價格波動程度的指標,叫做波動率。 我們主要關注這三類: 實際波動率。 也稱爲未來波動率,也就是某個資產的最真實的波動程度。由於資產的漲跌都是隨機的,所以我們永遠也沒法確切的知道這個數據的真實值,誰要是能預測準了,那全世界的財富都是ta的。其他幾種波動率,主要也是對實際波動率的一種估計。 歷史波動率。 是指過去某個時","images":[{"img":"https://static.laohu8.com/648cc1d2a35b19f54484541f13f354ad"},{"img":"https://static.laohu8.com/507bf9b48b6362e5589b6e037cf7ad2b"},{"img":"https://static.laohu8.com/db7c1cfd697f0744d5c5c11ef867bb31"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/54864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807260477,"gmtCreate":1628039259099,"gmtModify":1703500017707,"author":{"id":"4089280222525550","authorId":"4089280222525550","name":"JKY5978","avatar":"https://static.tigerbbs.com/77c9fa687242b96d1012a7576ce913dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089280222525550","idStr":"4089280222525550"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807260477","repostId":"2156228491","repostType":4,"repost":{"id":"2156228491","pubTimestamp":1628014728,"share":"https://ttm.financial/m/news/2156228491?lang=&edition=fundamental","pubTime":"2021-08-04 02:18","market":"hk","language":"zh","title":"全球大行疫情中盈利1700亿美元,创有史以来最赚钱一年","url":"https://stock-news.laohu8.com/highlight/detail?id=2156228491","media":"新浪财经","summary":"对全球最大投资银行来说,一个简单而突出的事实是他们正创造前所未有的利润。财报季尘埃落定,十几家最大银行过去四个季度的利润总和超过1700亿美元,彰显出该行业与疫情早期的低迷相比发生了多么巨大的变化。仅在欧洲,前九大银行的拨备最近几周减少了88%。鉴于疫情仍在全球蔓延,利率处于纪录低点继续对银行贷款业务收入构成压力,该行业能否继续打破盈利纪录还有待观察。","content":"<blockquote>\n 别管什么银行家已经疲惫不堪,为了返回办公室而烦恼和新一波疫情了。对全球最大投资银行来说,一个简单而突出的事实是他们正创造前所未有的利润。\n</blockquote>\n<p><b>财报季尘埃落定,十几家最大银行过去四个季度的利润总和超过1700亿美元</b>,彰显出该行业与疫情早期的低迷相比发生了多么巨大的变化。<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>尤为出色,所获利润相当于每天赚进1.31亿美元。</b></p>\n<p>新冠疫情早期一些成功的交易帮助了该行业。随着去年的市场波动消退,投资银行家准备通过特殊目的收购工具来推动收购和筹资活动。然后随着世界经济开始复苏,拥有财富管理和资产管理部门的银行享受到了股市的红利。同样的趋势也惠及长期以来被视为拖业绩后腿的零售部门,因为他们开始削减贷款损失拨备。</p>\n<p><b><a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>双双打破自身盈利纪录,欧洲同行<a href=\"https://laohu8.com/S/UBS\">瑞银</a>和巴克莱的利润都创十年来最高水平</b>。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>和$法国<a href=\"https://laohu8.com/S/601166\">兴业银行</a>(0J6Y.UK)$等银行表示业务受益于全球经济改善。银行股反映了这一波强劲业绩的影响,道琼斯<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业指数过去一年上涨59%,欧洲斯托克银行股指数上涨56%。</p>\n<p><img src=\"https://static.tigerbbs.com/537edcdfec08a5a254944d9d2a368dd7\" tg-width=\"550\" tg-height=\"326\" referrerpolicy=\"no-referrer\"></p>\n<p>市场活动升温让曾经失意的<a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>和巴克莱交易员受益,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>投行业务凭借交易撮合和顾问费创下历史最佳季度表现。</p>\n<p>在防疫限制措施实施数月后,企业活动升温反映了对全球经济许多领域的乐观情绪。进一步而言,银行感受到了这种信心,并足以开始削减庞大的损失拨备。仅在欧洲,前九大银行的拨备最近几周减少了88%。</p>\n<p>“鉴于仍然存在的不确定性,我们在英国和欧洲评级的所有银行仍在为预期信贷损失保留实质性数量的拨备,”<a href=\"https://laohu8.com/S/MCO\">穆迪</a>投资者服务驻伦敦的副董事总经理Laurie Mayers表示。“然而主要经济体包括房价通胀在内的前景更加积极,正给银行带来削减拨备的压力。”</p>\n<p><img src=\"https://static.tigerbbs.com/c760d45cf9b0aa59bba22a274045bb75\" tg-width=\"550\" tg-height=\"314\" referrerpolicy=\"no-referrer\"></p>\n<p>鉴于疫情仍在全球蔓延,利率处于纪录低点继续对银行贷款业务收入构成压力,该行业能否继续打破盈利纪录还有待观察。 Jefferies分析师称,投资者可能会对近几个季度给业绩锦上添花的拨备削减报以怀疑目光,但这“是潜在的宏观经济和承销洞察力的函数,”Jefferies分析师Joseph Dickerson表示。</p>\n<p>“部分收入趋势可能会持续下去,特别是随着手续费收入继续回升,而且不会重演大规模减记的状况。我们继续认为对信贷成本的预期均值过于保守,”Dickerson表示。</p>","source":"sina_symbol","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\" 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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全球大行疫情中盈利1700亿美元,创有史以来最赚钱一年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 02:18 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-08-04/doc-ikqciyzk9371233.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>别管什么银行家已经疲惫不堪,为了返回办公室而烦恼和新一波疫情了。对全球最大投资银行来说,一个简单而突出的事实是他们正创造前所未有的利润。\n\n财报季尘埃落定,十几家最大银行过去四个季度的利润总和超过1700亿美元,彰显出该行业与疫情早期的低迷相比发生了多么巨大的变化。摩根大通尤为出色,所获利润相当于每天赚进1.31亿美元。\n新冠疫情早期一些成功的交易帮助了该行业。随着去年的市场波动消退,投资银行家...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-08-04/doc-ikqciyzk9371233.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95414d8312d8ee2d8fac46fd621f61e7","relate_stocks":{"161121":"银行","BAC":"美国银行","JPM":"摩根大通","DB":"德意志银行","0H7D.UK":"德意志银行"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-08-04/doc-ikqciyzk9371233.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156228491","content_text":"别管什么银行家已经疲惫不堪,为了返回办公室而烦恼和新一波疫情了。对全球最大投资银行来说,一个简单而突出的事实是他们正创造前所未有的利润。\n\n财报季尘埃落定,十几家最大银行过去四个季度的利润总和超过1700亿美元,彰显出该行业与疫情早期的低迷相比发生了多么巨大的变化。摩根大通尤为出色,所获利润相当于每天赚进1.31亿美元。\n新冠疫情早期一些成功的交易帮助了该行业。随着去年的市场波动消退,投资银行家准备通过特殊目的收购工具来推动收购和筹资活动。然后随着世界经济开始复苏,拥有财富管理和资产管理部门的银行享受到了股市的红利。同样的趋势也惠及长期以来被视为拖业绩后腿的零售部门,因为他们开始削减贷款损失拨备。\n高盛和摩根士丹利双双打破自身盈利纪录,欧洲同行瑞银和巴克莱的利润都创十年来最高水平。德意志银行和$法国兴业银行(0J6Y.UK)$等银行表示业务受益于全球经济改善。银行股反映了这一波强劲业绩的影响,道琼斯美国银行业指数过去一年上涨59%,欧洲斯托克银行股指数上涨56%。\n\n市场活动升温让曾经失意的德意志银行和巴克莱交易员受益,摩根大通投行业务凭借交易撮合和顾问费创下历史最佳季度表现。\n在防疫限制措施实施数月后,企业活动升温反映了对全球经济许多领域的乐观情绪。进一步而言,银行感受到了这种信心,并足以开始削减庞大的损失拨备。仅在欧洲,前九大银行的拨备最近几周减少了88%。\n“鉴于仍然存在的不确定性,我们在英国和欧洲评级的所有银行仍在为预期信贷损失保留实质性数量的拨备,”穆迪投资者服务驻伦敦的副董事总经理Laurie Mayers表示。“然而主要经济体包括房价通胀在内的前景更加积极,正给银行带来削减拨备的压力。”\n\n鉴于疫情仍在全球蔓延,利率处于纪录低点继续对银行贷款业务收入构成压力,该行业能否继续打破盈利纪录还有待观察。 Jefferies分析师称,投资者可能会对近几个季度给业绩锦上添花的拨备削减报以怀疑目光,但这“是潜在的宏观经济和承销洞察力的函数,”Jefferies分析师Joseph Dickerson表示。\n“部分收入趋势可能会持续下去,特别是随着手续费收入继续回升,而且不会重演大规模减记的状况。我们继续认为对信贷成本的预期均值过于保守,”Dickerson表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807287581,"gmtCreate":1628039211743,"gmtModify":1703500015893,"author":{"id":"4089280222525550","authorId":"4089280222525550","name":"JKY5978","avatar":"https://static.tigerbbs.com/77c9fa687242b96d1012a7576ce913dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089280222525550","idStr":"4089280222525550"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/4169ad6e65241f85672283cdb4a0fc16","width":"750","height":"2289"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807287581","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172260166,"gmtCreate":1626962783555,"gmtModify":1703481480345,"author":{"id":"4089280222525550","authorId":"4089280222525550","name":"JKY5978","avatar":"https://static.tigerbbs.com/77c9fa687242b96d1012a7576ce913dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089280222525550","idStr":"4089280222525550"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172260166","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","pubTimestamp":1626955588,"share":"https://ttm.financial/m/news/1154266565?lang=&edition=fundamental","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p>","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>How to invest as the Delta variant takes hold</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\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8 <a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.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",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}