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- 画中寻画中寻
  ·2021-06-30
  ?
  Opening: The three major indices open low slightly, and Hutchison Pharmaceuticals rose over 13%
  6月30日，美股三大指数微幅低开，道指跌0.11%，标普500跌0.09%，纳指跌0.1%。小鹏汽车跌2.7%，公司港股IPO发售价确定为每股165港元，7月7日开始交易。 Sofi(SOFI.O)涨
  Opening: The three major indices open low slightly, and Hutchison Pharmaceuticals rose over 13%
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- 画中寻画中寻
  ·2021-06-28
  ??
  Growth VS. Value, This is the Biggest Disagreement of U.S. Stocks Now
  一场成长股与价值股之间的角力正在展开。行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。就不确定性而言，一方面，美国货币和财政支持可能
  Growth VS. Value, This is the Biggest Disagreement of U.S. Stocks Now
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- 画中寻画中寻
  ·2021-06-23
  ??
  Keep buying, buying, buying! Goldman Sachs: This year's retail stock-trading boom has just begun
  2021年散户投资者的股票购买热潮才刚刚开始。
  Keep buying, buying, buying! Goldman Sachs: This year's retail stock-trading boom has just begun
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- 画中寻画中寻
  ·2021-06-23
  ok
  U.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations
  美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1。
  U.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations
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Today, its Hong Kong stock market rose sharply on the first day of listing.</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>up 2.27%,<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Up 1.6% after EU approved AMD takeover<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Deals of.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 1%, after<a href=\"https://laohu8.com/S/C\">Citigroup</a>enhance<a href=\"https://laohu8.com/S/NIO\">Nio</a>Vehicle target prices and sales expectations.</p><p>Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>dropped more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 1%.</p><p>Altimmune fell 30.64%. The company previously said that the intranasal vaccine candidate did not produce enough immune response.</p><p>Cloud enterprise marketing Software Marin Software (MRIN.US) fell 23.99%. The company has increased by more than 900% in the past four days, and closed by more than 130% yesterday. On the news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/YGMZ\">Pearl Freight</a>The company announced that it had received a notice letter from the Nasdaq Listing Qualification Department, confirming that the company has re-complied with the regular filing requirements stipulated in Nasdaq Listing Rules 5250 (c) (1). According to the financial report, the total revenue in 2020 was US$18.8 million, a year-on-year decrease of 36.1%; Net income was $782,300, compared to $1,642,800 in the prior-year quarter.</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>Opening: The three major indices open low slightly, and Hutchison Pharmaceuticals rose over 13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening: The three major indices open low slightly, and Hutchison Pharmaceuticals rose over 13%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-30 21:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 30th, the three major U.S. stock indexes slightly open low, with the Dow falling 0.11%, the S&P 500 falling 0.09% and the Nasdaq falling 0.1%.<img src=\"https://static.tigerbbs.com/d2695a9342a87fdbcc4c4e038533972d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Down 2.7%, the company's Hong Kong IPO offer price was determined to be HK$ 165 per share, and trading started on July 7th.</p><p>Sofi (SOFI.O) rose more than 3%, and Sofi is still the No. 1 stock on the WSB hot list.</p><p><a href=\"https://laohu8.com/S/00013\">Hutchison Medicine</a>It rose by 13.75%. Today, its Hong Kong stock market rose sharply on the first day of listing.</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>up 2.27%,<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Up 1.6% after EU approved AMD takeover<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Deals of.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 1%, after<a href=\"https://laohu8.com/S/C\">Citigroup</a>enhance<a href=\"https://laohu8.com/S/NIO\">Nio</a>Vehicle target prices and sales expectations.</p><p>Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>dropped more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 1%.</p><p>Altimmune fell 30.64%. The company previously said that the intranasal vaccine candidate did not produce enough immune response.</p><p>Cloud enterprise marketing Software Marin Software (MRIN.US) fell 23.99%. The company has increased by more than 900% in the past four days, and closed by more than 130% yesterday. On the news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/YGMZ\">Pearl Freight</a>The company announced that it had received a notice letter from the Nasdaq Listing Qualification Department, confirming that the company has re-complied with the regular filing requirements stipulated in Nasdaq Listing Rules 5250 (c) (1). According to the financial report, the total revenue in 2020 was US$18.8 million, a year-on-year decrease of 36.1%; Net income was $782,300, compared to $1,642,800 in the prior-year quarter.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"159938":"医药",".IXIC":"NASDAQ Composite","09939":"开拓药业-B",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128199615","content_text":"6月30日，美股三大指数微幅低开，道指跌0.11%，标普500跌0.09%，纳指跌0.1%。小鹏汽车跌2.7%，公司港股IPO发售价确定为每股165港元，7月7日开始交易。\nSofi(SOFI.O)涨超3%，SOFI目前仍是WSB热榜上排名第一的股票。\n和黄医药涨13.75%，今日其港股上市首日大涨。\nAMD涨2.27%，赛灵思涨1.6%，此前欧盟批准AMD收购赛灵思的交易。\n蔚来涨逾1%，此前花旗提高蔚来汽车目标价及销售预期。\n中概股普跌，拼多多跌逾2%，阿里巴巴、哔哩哔哩跌1%。\nAltimmune跌30.64%，公司此前称鼻内候选疫苗没有产生足够的免疫反应。\n云企业营销软件Marin Software(MRIN.US)跌23.99%。该公司近四日累计涨幅超900%，昨日收涨逾130%。消息面上，公司宣布其旗舰平台MarinOne增加了管理Instacart广告的能力。\n明珠货运涨7.94%，公司宣布已收到纳斯达克上市资格部的通知函，确认公司已重新符合纳斯达克上市规则5250(c)(1)中规定的定期申报要求。财报显示，2020年总收入为1880万美元，同比减少36.1%;净利润为78.23万美元，上年同期为164.28万美元。","news_type":1,"symbols_score_info":{"159938":0.9,".DJI":0.9,"09939":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150904531,"gmtCreate":1624879903323,"gmtModify":1703846862301,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558569528170","idStr":"4087558569528170"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150904531","repostId":"1175717613","repostType":4,"repost":{"id":"1175717613","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1624799107,"share":"https://ttm.financial/m/news/1175717613?lang=en_US&edition=fundamental","pubTime":"2021-06-27 21:05","market":"us","language":"zh","title":"Growth VS. Value, This is the Biggest Disagreement of U.S. Stocks Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1175717613","media":"华尔街见闻","summary":"一场成长股与价值股之间的角力正在展开。\n\n行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。\n就不确定性而言，一方面，美国货币和财政支持可能","content":"<p>A wrestle between growth stocks and value stocks is unfolding. By the middle of the year, the uncertainty above the US stock market is increasing, which has also had a huge impact on the style of US stocks. A wrestle between growth stocks and value stocks is unfolding.</p><p>In terms of uncertainty, on the one hand, US monetary and fiscal support is likely to decrease, which will weaken the dynamism of the current economic recovery and put pressure on corporate earnings growth. And the U.S. government's plans to raise taxes are another potential disincentive.</p><p>On the other hand, the trend of inflation has become another major uncertainty affecting the trend of U.S. stocks. If the upward pressure on prices continues, the result is a rise in rate hike expectations, and U.S. stocks may experience a bumpy road.</p><p>These uncertainties dominate growth and value stock trends, and changes in inflation and monetary policy direction expectations will determine the style of U.S. stocks in the second half of the year.</p><p>Wall Street News mentioned earlier that since the beginning of this year, with the rapid rise of U.S. bond yields and the rapid rotation of U.S. stocks, the stock prices of technology giants with infinite scenery during the epidemic have been sharply corrected, while cyclical stocks that are sensitive to economic recovery have collectively rebounded.</p><p>However, recently, with the cooling of inflation expectations and the decline of U.S. bond yields, technology stocks have regained the favor of the market, especially since the Federal Reserve hinted that it would be earlier than expected rate hike, the rally of technology stocks has intensified.</p><p>Many analysts stand with technology stocks, thinking that after some correction, the valuation of American technology giants has begun to show attractiveness, which means that these technology leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande thinks U.S. tech stocks are relatively cheap right now. According to Barclays, FANMAG currently has an average expected P/E of 29.9x. That's only a tiny bit higher than the roughly 28 times mark in December 2019 before the pandemic began, and a sharp drop from the 40 times peak in the middle of last year.</p><p>Jason Pride, chief investment officer of private wealth at Glenmede, believes that the market for value stocks is not over yet, and that value stocks will outperform tech stocks:</p><p>We are still in the midst of a fundamental recovery, with both economic growth and revenues improving. Our underlying assumption is that inflation will eventually stabilize between 2% and 3%, which will benefit value stocks more than growth stocks. Morgan Stanley Asset Management also prefers value stocks. Andrew Slimmon, senior portfolio manager at the agency, said that there is a tendency to hold inflation-sensitive stocks at times of stronger economy, and people may be underestimating the duration of this cycle.</p><p>Slimmon noted that value stocks remain cheap relative to the broader market, and the phase of value stocks performing super-large will continue.</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>Growth VS. Value, This is the Biggest Disagreement of U.S. Stocks Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrowth VS. Value, This is the Biggest Disagreement of U.S. Stocks Now\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2021-06-27 21:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>A wrestle between growth stocks and value stocks is unfolding. By the middle of the year, the uncertainty above the US stock market is increasing, which has also had a huge impact on the style of US stocks. A wrestle between growth stocks and value stocks is unfolding.</p><p>In terms of uncertainty, on the one hand, US monetary and fiscal support is likely to decrease, which will weaken the dynamism of the current economic recovery and put pressure on corporate earnings growth. And the U.S. government's plans to raise taxes are another potential disincentive.</p><p>On the other hand, the trend of inflation has become another major uncertainty affecting the trend of U.S. stocks. If the upward pressure on prices continues, the result is a rise in rate hike expectations, and U.S. stocks may experience a bumpy road.</p><p>These uncertainties dominate growth and value stock trends, and changes in inflation and monetary policy direction expectations will determine the style of U.S. stocks in the second half of the year.</p><p>Wall Street News mentioned earlier that since the beginning of this year, with the rapid rise of U.S. bond yields and the rapid rotation of U.S. stocks, the stock prices of technology giants with infinite scenery during the epidemic have been sharply corrected, while cyclical stocks that are sensitive to economic recovery have collectively rebounded.</p><p>However, recently, with the cooling of inflation expectations and the decline of U.S. bond yields, technology stocks have regained the favor of the market, especially since the Federal Reserve hinted that it would be earlier than expected rate hike, the rally of technology stocks has intensified.</p><p>Many analysts stand with technology stocks, thinking that after some correction, the valuation of American technology giants has begun to show attractiveness, which means that these technology leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande thinks U.S. tech stocks are relatively cheap right now. According to Barclays, FANMAG currently has an average expected P/E of 29.9x. That's only a tiny bit higher than the roughly 28 times mark in December 2019 before the pandemic began, and a sharp drop from the 40 times peak in the middle of last year.</p><p>Jason Pride, chief investment officer of private wealth at Glenmede, believes that the market for value stocks is not over yet, and that value stocks will outperform tech stocks:</p><p>We are still in the midst of a fundamental recovery, with both economic growth and revenues improving. Our underlying assumption is that inflation will eventually stabilize between 2% and 3%, which will benefit value stocks more than growth stocks. Morgan Stanley Asset Management also prefers value stocks. Andrew Slimmon, senior portfolio manager at the agency, said that there is a tendency to hold inflation-sensitive stocks at times of stronger economy, and people may be underestimating the duration of this cycle.</p><p>Slimmon noted that value stocks remain cheap relative to the broader market, and the phase of value stocks performing super-large will continue.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175717613","content_text":"一场成长股与价值股之间的角力正在展开。\n\n行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。\n就不确定性而言，一方面，美国货币和财政支持可能会减少，这将削弱当前经济复苏的活力，并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。\n另一方面，通胀走势成为牵动美股走势的另一大不确定性，如果价格的上行压力持续，结果是加息预期上升，美股可能会经历一段坎坷之路。\n这些不确定性主宰着成长和价值股票走势，通胀和货币政策走向预期的变动将决定美股下半年的风格。\n华尔街见闻此前提及，今年初以来，随着美债收益率快速走高，美股快速轮动，疫情期间风光无限的科技巨头们股价大幅回调，而对经济复苏较为敏感的周期股集体反弹。\n但近期，随着通胀预期降温，美债收益率下行，科技股重获市场青睐，尤其是美联储暗示将早于预期加息以来，科技股涨势加剧。\n有不少分析师站队科技股，认为经过一番回调，目前美国科技巨头们的估值已经开始彰显吸引力，这意味着这些科技领头羊有望继续上涨。\n巴克莱策略师Maneesh Deshpande认为目前美国科技股相对便宜。巴克莱(Barclays)的数据显示，FANMAG目前的平均预期市盈率为29.9倍。这只比2019年12月大流行开始前的约28倍高一点点，比去年年中40倍的峰值大幅下降。\n格伦米德(Glenmede)私人财富首席投资官Jason Pride则认为，价值股的行情还未结束，价值股将跑赢科技股：\n\n 我们仍处于基本面复苏之中，经济增长和收入都有所提高。我们的基本假设是，通胀最终会稳定在2%至3%之间，这对价值股的益处将大于成长股。\n\n摩根士丹利资产管理公司也偏好价值股。该机构高级投资组合经理Andrew Slimmon表示，在经济形势更为强劲的时候，倾向于持有对通胀敏感的股票，而人们可能低估了这个周期的持续时间。\nSlimmon指出，相对于更广泛的市场，价值型股票仍然很便宜，价值股表现超大盘的阶段将持续下去。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121831417,"gmtCreate":1624458207339,"gmtModify":1703837390554,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558569528170","idStr":"4087558569528170"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121831417","repostId":"1159703706","repostType":4,"repost":{"id":"1159703706","kind":"news","pubTimestamp":1624447167,"share":"https://ttm.financial/m/news/1159703706?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:19","market":"us","language":"zh","title":"Keep buying, buying, buying! Goldman Sachs: This year's retail stock-trading boom has just begun","url":"https://stock-news.laohu8.com/highlight/detail?id=1159703706","media":"英为财情","summary":"2021年散户投资者的股票购买热潮才刚刚开始。","content":"<p><div>Goldman Sachs believes that the stock-buying boom among retail investors has only just begun in 2021. Goldman Sachs equity strategist David Kostin raised his estimate for net stock purchases by U.S. households in 2021 to $400 billion from $350 billion in a latest research note. In the first quarter alone, the average American household purchased $172 billion in net shares, according to data. In the report, David Kostin projects that U.S. households currently allocate 44% of their assets to stocks, only slightly lower than the 46% of their assets during the 2000 dot-com bubble...</p><p><a href=\"https://cn.investing.com/news/stock-market-news/article-2027875\">Web link</a></div></p>","source":"ywcq","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>Keep buying, buying, buying! Goldman Sachs: This year's retail stock-trading boom has just begun</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeep buying, buying, buying! Goldman Sachs: This year's retail stock-trading boom has just begun\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-23 19:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Goldman Sachs believes that the stock-buying boom among retail investors has only just begun in 2021. Goldman Sachs equity strategist David Kostin raised his estimate for net stock purchases by U.S. households in 2021 to $400 billion from $350 billion in a latest research note. In the first quarter alone, the average American household purchased $172 billion in net shares, according to data. In the report, David Kostin projects that U.S. households currently allocate 44% of their assets to stocks, only slightly lower than the 46% of their assets during the 2000 dot-com bubble...</p><p><a href=\"https://cn.investing.com/news/stock-market-news/article-2027875\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/stock-market-news/article-2027875\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GS":"高盛"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2027875","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159703706","content_text":"高盛认为，2021年散户投资者的股票购买热潮才刚刚开始。\n高盛股票策略师David Kostin在最新的一份研究报告中，将他对2021年美国家庭净股票购买量的预期从3500亿美元上调至4000亿美元。\n根据数据显示，仅仅第一季度，普通美国家庭的净股票购买量就达到了1720亿美元。\nDavid Kostin在报告中预计，目前美国家庭将44%的资产配置在股票上，只略低于2000年互联网泡沫时期46%的历史最高水平，这也是散户投资者狂热炒股的迹象之一。\n他解释道，“大量的现金盈余以及散户投资者参与到股市中，提振了家庭对于股票的需求。由于货币市场以及信贷收益率疲软，美国家庭面临的股票和其他资产类别之间的权衡在年底前都将有利于股票。此外，任何通胀持续上升的迹象也都将有利于股票，而不是债券或者现金。”\n今年年初，一群混迹于论坛的散户投资者们掀起了一场炒股热潮。在无数散户的推动下，游戏驿站、AMC院线公司等沉寂已久股票都出现了数十倍甚至百倍的涨幅。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121120114,"gmtCreate":1624457004238,"gmtModify":1703837298831,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558569528170","idStr":"4087558569528170"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121120114","repostId":"1146565871","repostType":4,"repost":{"id":"1146565871","kind":"news","pubTimestamp":1624455991,"share":"https://ttm.financial/m/news/1146565871?lang=en_US&edition=fundamental","pubTime":"2021-06-23 21:46","market":"us","language":"zh","title":"U.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1。","content":"<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the PMI data of manufacturing and service industries in the United States in June was released. The initial value of manufacturing PMI was higher than expected, hitting a new high since the record began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at a historical high.</p><p>According to the data, the preliminary value of Markit manufacturing PMI in the United States in June was 62.6, which was higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit US services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the initial value of Markit's U.S. composite PMI in June recorded 63.9, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it was still difficult to find experienced candidates for existing job vacancies. Moreover, price pressures remained elevated in June. Input price increases have slowed slightly, but are still the second fastest in history. Manufacturing remains focused on rapidly rising raw material and fuel costs, while services focus on high wages proposed to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data release that the preliminary PMI value in June indicated that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows have declined in both manufacturing and services, the reason for this situation is that capacity constraints have limited companies' ability to cope with demand, rather than a cooling economy.</p><p>However, he also said that although the price level has declined from the historic high in May, the economy is still very hot. Prices of goods and services are still skyrocketing, record supply shortages are worsening rather than improving, companies are struggling to fill gaps, and the rate of consumption of manufacturing inventories is also worrying as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may reach its peak, the subsequent inflation peak may be much higher than this.</p>","source":"highlight_wallstreetcn","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>U.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Markit manufacturing PMI hits record in June, services PMI falls short of expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-23 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the PMI data of manufacturing and service industries in the United States in June was released. The initial value of manufacturing PMI was higher than expected, hitting a new high since the record began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at a historical high.</p><p>According to the data, the preliminary value of Markit manufacturing PMI in the United States in June was 62.6, which was higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit US services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the initial value of Markit's U.S. composite PMI in June recorded 63.9, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it was still difficult to find experienced candidates for existing job vacancies. Moreover, price pressures remained elevated in June. Input price increases have slowed slightly, but are still the second fastest in history. Manufacturing remains focused on rapidly rising raw material and fuel costs, while services focus on high wages proposed to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data release that the preliminary PMI value in June indicated that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows have declined in both manufacturing and services, the reason for this situation is that capacity constraints have limited companies' ability to cope with demand, rather than a cooling economy.</p><p>However, he also said that although the price level has declined from the historic high in May, the economy is still very hot. Prices of goods and services are still skyrocketing, record supply shortages are worsening rather than improving, companies are struggling to fill gaps, and the rate of consumption of manufacturing inventories is also worrying as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may reach its peak, the subsequent inflation peak may be much higher than this.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633694\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。\n根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8，不及预期的70和5月前值70.4，不过仍处于较高水平。\n\n在服务业数据的影响之下，Markit美国综合PMI的6月初值录得63.9，较5月的68.7明显下降。\n\n对于本月的经济状况，IHS Markit在数据报告当中指出，就业问题在6月仍然很普遍，因为有专家表示，目前仍难以为现有职位空缺寻找有经验的应聘者。此外，6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓，但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长，而服务业的关注点则是为吸引工人而提出的的高工资，以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示，6月的PMI初值表明，美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落，但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制，而非经济出现降温。\n不过他也表示，虽然价格水平从5月的历史高位出现下滑，但经济目前仍然非常热。商品和服务的价格仍在急升，创纪录的供应短缺正在恶化而非出现改善，企业正在努力填补空缺，而制造业库存的消耗速度也令人担忧，因为企业正在努力满足市场需求。\n此外Chris Williamson还指出，虽然二季度的经济增速或将触及峰值，但后续的通胀峰值则可能远高于此。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}