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RomySKT
RomySKT
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2021-06-30
Pls like and comment back ?
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RomySKT
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2021-06-29
666
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RomySKT
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2021-06-29
Woo
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RomySKT
RomySKT
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2021-06-28
Wow
[Movement] New car-making forces completely broke out, Nio Automobile rose 9%
6月28日,中概新能源车股持续走高,蔚来涨9%,理想汽车涨超7%,小鹏汽车涨超6%。
[Movement] New car-making forces completely broke out, Nio Automobile rose 9%
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RomySKT
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2021-06-27
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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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RomySKT
RomySKT
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2021-06-25
To the moon
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2021-06-25
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2021-06-25
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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\">\n[Movement] New car-making forces completely broke out, Nio Automobile rose 9%\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\">2021-06-28 23:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28th, China New Energy Vehicle Stocks continued to rise,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>rose by more than 7%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>It rose more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日,中概新能源车股持续走高,蔚来涨9%,理想汽车涨超7%,小鹏汽车涨超6%。","news_type":1,"symbols_score_info":{"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":4108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127034883,"gmtCreate":1624801914042,"gmtModify":1703845334317,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579783453007050","idStr":"3579783453007050"},"themes":[],"title":"","htmlText":"Pls like and comment ?","listText":"Pls like and comment ?","text":"Pls like and comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127034883","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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"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":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122120443,"gmtCreate":1624605393982,"gmtModify":1703841548148,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579783453007050","idStr":"3579783453007050"},"themes":[],"title":"","htmlText":"To the moon ","listText":"To the moon ","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122120443","repostId":"1130326663","repostType":4,"isVote":1,"tweetType":1,"viewCount":4036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122165834,"gmtCreate":1624605242828,"gmtModify":1703841543295,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579783453007050","idStr":"3579783453007050"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122165834","repostId":"1130326663","repostType":4,"isVote":1,"tweetType":1,"viewCount":3559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122162562,"gmtCreate":1624605199856,"gmtModify":1703841542003,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579783453007050","idStr":"3579783453007050"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122162562","repostId":"1102925117","repostType":4,"isVote":1,"tweetType":1,"viewCount":3044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}