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2021-08-24

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Wall Street optimists: The peak of the U.S. epidemic is approaching, and it is an opportunity to restart trading at the bottom

在摩根士丹利管理约75亿美元资产的Andrew Slimmon认为，新一波疫情将在第四季度得到有效控制，投资者应该在8月就开始买入此前跌幅较大的股票，而不是等到10月。美国乐观派认为，随着美国最初

Wall Street optimists: The peak of the U.S. epidemic is approaching, and it is an opportunity to restart trading at the bottom

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American optimists believe that as the number of cases in areas where the initial Delta variant broke out in the United States declines, the number of new cases in other parts of the country will also be effectively controlled in the near future.</p><p>According to<a href=\"https://laohu8.com/S/NYT\">The New York Times</a>Statistics show that the United States faced a new round of epidemic outbreak at the end of June, and in recent days, the average daily number of new cases in the United States has been close to 150,000.</p><p><img src=\"https://static.tigerbbs.com/1f7a7969baf4d258fded3fd6a80f2275\" tg-width=\"640\" tg-height=\"410\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Stocks of some companies with offline businesses have been sold off heavily amid concerns about COVID-19 pandemic. However, Andrew Slimmon, who manages about $7.5 billion in assets at Morgan Stanley, holds the opposite opinion. He believes that this is a good time to buy bottoms.</p><p>According to Bloomberg, Slimmon told his clients that it is necessary to prepare for the upcoming economic recovery:</p><p>Every year there are all kinds of economic problems that will eventually ride out. Looking ahead, people will become more optimistic. This bodes well for stocks that have been sold off on COVID-19 pandemic's comeback. Interest rates could bottom out in the coming months and recover in the fourth quarter. Slimmon believes that trading opportunities are concentrated on the stocks that have fallen the most in the past period, namely cyclical stocks, energy stocks, stocks that have resumed trading.</p><p>Based on the above views, Slimmon focuses on stocks that have fallen 20% or even 30% from their all-time peaks earlier this year. He has bought large stakes in casinos, cruise ships, restaurant and theater companies, as well as retail real estate investment trusts.</p><p>This view runs counter to recent market sentiment, and most investors prefer defensive investment strategies. Additionally, growth stocks (such as tech stocks that outperformed the broader market index during a COVID-19 pandemic) have outperformed their lower-value peers for 3 months in a row, while small-cap stocks have fallen about 60% from their all-time highs in mid-March.</p><p>However, he also pointed out that the market is forward-looking and investors should not continue to chase stocks such as technology stocks that are near record highs. \" I am optimistic that the COVID-19 pandemic will soon pass and investors should start buying these stocks in August instead of waiting until October, \"Slimmon said.</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>Wall Street optimists: The peak of the U.S. epidemic is approaching, and it is an opportunity to restart trading at the bottom</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\">\nWall Street optimists: The peak of the U.S. epidemic is approaching, and it is an opportunity to restart trading at the bottom\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\">2021-08-24 14:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Andrew Slimmon, who manages about $7.5 billion in assets, believes that the new wave of the epidemic will be effectively controlled in the fourth quarter, and investors should start buying stocks that have fallen sharply before in August instead of waiting until October. American optimists believe that as the number of cases in areas where the initial Delta variant broke out in the United States declines, the number of new cases in other parts of the country will also be effectively controlled in the near future.</p><p>According to<a href=\"https://laohu8.com/S/NYT\">The New York Times</a>Statistics show that the United States faced a new round of epidemic outbreak at the end of June, and in recent days, the average daily number of new cases in the United States has been close to 150,000.</p><p><img src=\"https://static.tigerbbs.com/1f7a7969baf4d258fded3fd6a80f2275\" tg-width=\"640\" tg-height=\"410\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Stocks of some companies with offline businesses have been sold off heavily amid concerns about COVID-19 pandemic. However, Andrew Slimmon, who manages about $7.5 billion in assets at Morgan Stanley, holds the opposite opinion. He believes that this is a good time to buy bottoms.</p><p>According to Bloomberg, Slimmon told his clients that it is necessary to prepare for the upcoming economic recovery:</p><p>Every year there are all kinds of economic problems that will eventually ride out. Looking ahead, people will become more optimistic. This bodes well for stocks that have been sold off on COVID-19 pandemic's comeback. Interest rates could bottom out in the coming months and recover in the fourth quarter. Slimmon believes that trading opportunities are concentrated on the stocks that have fallen the most in the past period, namely cyclical stocks, energy stocks, stocks that have resumed trading.</p><p>Based on the above views, Slimmon focuses on stocks that have fallen 20% or even 30% from their all-time peaks earlier this year. He has bought large stakes in casinos, cruise ships, restaurant and theater companies, as well as retail real estate investment trusts.</p><p>This view runs counter to recent market sentiment, and most investors prefer defensive investment strategies. Additionally, growth stocks (such as tech stocks that outperformed the broader market index during a COVID-19 pandemic) have outperformed their lower-value peers for 3 months in a row, while small-cap stocks have fallen about 60% from their all-time highs in mid-March.</p><p>However, he also pointed out that the market is forward-looking and investors should not continue to chase stocks such as technology stocks that are near record highs. \" I am optimistic that the COVID-19 pandemic will soon pass and investors should start buying these stocks in August instead of waiting until October, \"Slimmon said.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3219c1e34771d4a607fc67aee82f7281","relate_stocks":{"MS":"摩根士丹利"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140946559","content_text":"在摩根士丹利管理约75亿美元资产的Andrew Slimmon认为，新一波疫情将在第四季度得到有效控制，投资者应该在8月就开始买入此前跌幅较大的股票，而不是等到10月。\n\n美国乐观派认为，随着美国最初的Delta变异株爆发地区的病例数下降，该国其他地区的新增病例数也将在不久后得到有效控制。\n据纽约时报统计数据，6月底美国面临了新一轮疫情的爆发，而近日以来，美国的平均每日新增病例数已接近15万例。\n\n出于对新冠疫情的担忧，一些线下业务公司的股票遭到大举抛售。然而在摩根士丹利管理约75亿美元资产的Andrew Slimmon却持相反的意见，他认为此时正是抄底的好时候。\n据彭博，Slimmon向他的客户表示，需要为即将到来的经济复苏做好准备：\n\n 每年都会出现各式各样的经济问题，最终都会安然度过。展望未来，人们会变得更加乐观。对于因新冠疫情卷土重来而遭抛售的股票来说，这是个好兆头。利率可能在未来几个月触底，并在第四季度恢复。\n\nSlimmon认为，交易机会集中在过去一段时间以来跌幅最大的股票上，即周期性股票、能源股票、重新复牌的股票。\n基于上述观点，Slimmon关注的是较今年早些时候的历史峰值下跌了20%甚至30%的股票，他大笔购入了赌场、游轮、餐厅和剧院公司的股份，以及零售房地产投资信托基金。\n这一看法与近期的市场情绪背道而驰，大部分的投资者偏爱防守型投资策略。此外，成长股（例如在新冠疫情期间表现优于大盘指数的科技股）已经连续3个月跑赢了价值较低的同类股票，而小盘股已从3月中旬的历史高位下跌了约60%。\n不过他也指出，市场具有前瞻性，投资者不应继续追逐科技股等接近创纪录高位的股票。”我很乐观，新冠疫情很快将会过去，投资者应该在8月就开始买入这些股票，而不是等到10月”，Slimmon称。","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":2224,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}