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Siewyen0915
Siewyen0915
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2022-04-28
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Siewyen0915
Siewyen0915
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2022-02-26
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Siewyen0915
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2022-01-28
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Reminder: List of Main Market Closure Arrangements during the Spring Festival Holiday
农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。港股:2022年1月31日(星期一)半日交易,下午休市。2022年2月1日(星期二)至2月3日(星期四)休市。美股:
Reminder: List of Main Market Closure Arrangements during the Spring Festival Holiday
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Siewyen0915
Siewyen0915
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2022-01-14
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Siewyen0915
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2022-01-14
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The Nasdaq pullback comes as these low-valued tech stocks are turning on "gold-sucking" mode
近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴
The Nasdaq pullback comes as these low-valued tech stocks are turning on "gold-sucking" mode
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Investors are requested to pay close attention.<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>Hong Kong stocks:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Thursday, February 3, 2022.</p><p><b>U.S. stocks:</b></p><p>Open as usual.</p><p><b>A shares:</b></p><p>Closed from Monday, January 31 to Friday, February 4, 2022.</p><p><b>Australian stocks:</b></p><p>Open as usual.</p><p><b>Singapore Market:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Wednesday, February 2, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>Southbound Connect will not be available from Thursday, January 27 to Friday, February 4, 2022.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available Monday, January 31 to Friday, February 4, 2022.</p><p>Service will not be available Monday, January 31 to Friday, February 4, 2022.</p><p></body></html></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>Reminder: List of Main Market Closure Arrangements during the Spring Festival Holiday</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\">\nReminder: List of Main Market Closure Arrangements during the Spring Festival Holiday\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\">2022-01-17 17:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Lunar New Year holiday is approaching, and the opening and closing times of some exchanges have changed. Investors are requested to pay close attention.<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>Hong Kong stocks:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Thursday, February 3, 2022.</p><p><b>U.S. stocks:</b></p><p>Open as usual.</p><p><b>A shares:</b></p><p>Closed from Monday, January 31 to Friday, February 4, 2022.</p><p><b>Australian stocks:</b></p><p>Open as usual.</p><p><b>Singapore Market:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Wednesday, February 2, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>Southbound Connect will not be available from Thursday, January 27 to Friday, February 4, 2022.</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available Monday, January 31 to Friday, February 4, 2022.</p><p>Service will not be available Monday, January 31 to Friday, February 4, 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/752af43ca78e3ed4d3be0dbeaf4ea23c","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSI":"恒生指数",".DJI":"道琼斯","000001.SH":"上证指数","HSCEI":"国企指数",".IXIC":"NASDAQ Composite","HSTECH":"恒生科技指数",".SPX":"S&P 500 Index","STI.SI":"富时新加坡海峡指数","HSCCI":"红筹指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121905464","content_text":"农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。港股:2022年1月31日(星期一)半日交易,下午休市。2022年2月1日(星期二)至2月3日(星期四)休市。美股:照常开市。A股:2022年1月31日(星期一)至2月4日(星期五)休市。澳股:照常开市。新加坡市场:2022年1月31日(星期一)半日交易,下午休市。2022年2月1日(星期二)至2月2日(星期三)休市。港股通:2022年1月27日(星期四)至2月4日(星期五)不提供港股通服务。沪股通、深股通:2022年1月31日(星期一)至2月4日(星期五)不提供服务。2022年1月31日(星期一)至2月4日(星期五)不提供服务。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"HSCEI":0.9,".DJI":0.9,"000001.SH":0.9,"HSCCI":0.9,"HSI":0.9,"HSTECH":0.9,".SPX":0.9,"STI.SI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005927934,"gmtCreate":1642152185439,"gmtModify":1676533686900,"author":{"id":"4088834480365810","authorId":"4088834480365810","name":"Siewyen0915","avatar":"https://static.tigerbbs.com/cc305199f5a436f9d60ea17d3f2cda69","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088834480365810","authorIdStr":"4088834480365810"},"themes":[],"title":"","htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005927934","repostId":"1138370366","repostType":2,"isVote":1,"tweetType":1,"viewCount":4198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005924210,"gmtCreate":1642152150632,"gmtModify":1676533686891,"author":{"id":"4088834480365810","authorId":"4088834480365810","name":"Siewyen0915","avatar":"https://static.tigerbbs.com/cc305199f5a436f9d60ea17d3f2cda69","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088834480365810","authorIdStr":"4088834480365810"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005924210","repostId":"2203715446","repostType":4,"repost":{"id":"2203715446","kind":"highlight","pubTimestamp":1642151893,"share":"https://ttm.financial/m/news/2203715446?lang=en_US&edition=fundamental","pubTime":"2022-01-14 17:18","market":"sh","language":"zh","title":"The Nasdaq pullback comes as these low-valued tech stocks are turning on \"gold-sucking\" mode","url":"https://stock-news.laohu8.com/highlight/detail?id=2203715446","media":"智通财经网","summary":"近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴","content":"<p><html><head></head><body>The recent plunge in highly valued tech stocks in the U.S. stock market seems to have added a new twist to the \"upstream\" of low-valued established tech stocks<a href=\"https://laohu8.com/S/838275\">driving force</a>。 Most of these technology companies have high profits, but their stocks tend to trade at a low level compared to highly valued technology stocks.</p><p>The Two Giants of the PC Market<a href=\"https://laohu8.com/S/HPQ\">HP</a>And<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology is a rare winner among tech stocks this year, and the recent surge in U.S. bond yields has prompted investors to turn to cheaper companies with higher profit levels, while starting to sell off highly valued tech stocks that have outperformed the broader market during the pandemic.</p><p>For these two PC giants, PC shipments hit a new high in nearly 10 years in 2021 also played a role in boosting their share price against the trend. The latest statistics released by IDC yesterday showed that global personal computer (PC) shipments increased by 14.8% year-on-year to 349 million units in 2021, a new high since 2012.</p><p>\"We found better equity allocation targets in high-quality growth areas,\" said Kevin Caron, senior portfolio investment fund manager at Washington Crossing Advisors, which has $7 billion in assets under management. \"<b>Low-valued tech stocks are chosen because we can find companies with low debt levels, high profitability levels, and predictable businesses. \"</b></p><p>According to statistics,<b>The tech-heavy Nasdaq 100 is down 5.05% this year, while PC giants HP and Dell are up 2.73% and 7.12%, respectively</b>The latest data shows that the expected P/E of both companies for the next 12 months is less than nine times the level, and both stocks easily outperformed the Nasdaq 100 index in the half-year period.</p><p><img src=\"https://static.tigerbbs.com/a03507a7540adce23b71c2e6190aafef\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Another Undervalued Tech Stock<a href=\"https://laohu8.com/S/VMW\">Weirui</a>This year, it has risen 6.49%, far outpacing the Nasdaq 100.</b>On Thursday, Monness Crespi Hardt & Co upgraded the stock to Buy. While investors have been eyeing software companies with high growth trends, the investment agency wrote: \"We now believe the market will begin to focus more on the company's unique value proposition.\"</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>\"Some value stock valuations are the lowest relative growth stocks since the tech bubble,\" David Kelly, chief global strategist at Asset Management, wrote in a note this week, adding that large tech stocks, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And high-profile companies like Alphabet, with a higher risk rating than it was three years ago, while potential returns may be lower. \"</p><p>Toni Sacconaghi, an analyst at Bernstein, advised investors to have a recent investing style towards undervalued technology stocks, writing: \"Of the 20% of stocks with the lowest valuations,<b>The 5-year earnings growth estimate is the highest expected level in more than 10 years.</b>Sacconaghi also wrote in the research note: \"These stocks underperformed in the second half of 2021, while the valuation gap between growth and value stocks showed a significant widening trend.\"</p><p>Sacconaghi believes that the most expensive companies in the industry will face more risks, but HP,<a href=\"https://laohu8.com/S/IBM\">IBM</a>And established technology companies such as Dell have a good risk profile and ample room for valuation uplift,<b>He upgraded his rating on the stocks to \"outperform\" from the previous \"flat\" rating</b>。 According to statistics, IBM has gained 0.82% slightly this year and still outperforms the Nasdaq 100.</p><p>Of course, there are still views on Wall Street in favor of highly valued tech stocks.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Long-term yields are likely to rise only slightly, meaning there is limited risk of further corrections in growth stock valuations, strategists said Thursday. They believe there is still upside for growth stocks during the slowdown.</p><p></body></html></p>","source":"highlight_zhitongcaijin","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>The Nasdaq pullback comes as these low-valued tech stocks are turning on \"gold-sucking\" mode</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\">\nThe Nasdaq pullback comes as these low-valued tech stocks are turning on \"gold-sucking\" mode\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2022-01-14 17:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The recent plunge in highly valued tech stocks in the U.S. stock market seems to have added a new twist to the \"upstream\" of low-valued established tech stocks<a href=\"https://laohu8.com/S/838275\">driving force</a>。 Most of these technology companies have high profits, but their stocks tend to trade at a low level compared to highly valued technology stocks.</p><p>The Two Giants of the PC Market<a href=\"https://laohu8.com/S/HPQ\">HP</a>And<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology is a rare winner among tech stocks this year, and the recent surge in U.S. bond yields has prompted investors to turn to cheaper companies with higher profit levels, while starting to sell off highly valued tech stocks that have outperformed the broader market during the pandemic.</p><p>For these two PC giants, PC shipments hit a new high in nearly 10 years in 2021 also played a role in boosting their share price against the trend. The latest statistics released by IDC yesterday showed that global personal computer (PC) shipments increased by 14.8% year-on-year to 349 million units in 2021, a new high since 2012.</p><p>\"We found better equity allocation targets in high-quality growth areas,\" said Kevin Caron, senior portfolio investment fund manager at Washington Crossing Advisors, which has $7 billion in assets under management. \"<b>Low-valued tech stocks are chosen because we can find companies with low debt levels, high profitability levels, and predictable businesses. \"</b></p><p>According to statistics,<b>The tech-heavy Nasdaq 100 is down 5.05% this year, while PC giants HP and Dell are up 2.73% and 7.12%, respectively</b>The latest data shows that the expected P/E of both companies for the next 12 months is less than nine times the level, and both stocks easily outperformed the Nasdaq 100 index in the half-year period.</p><p><img src=\"https://static.tigerbbs.com/a03507a7540adce23b71c2e6190aafef\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Another Undervalued Tech Stock<a href=\"https://laohu8.com/S/VMW\">Weirui</a>This year, it has risen 6.49%, far outpacing the Nasdaq 100.</b>On Thursday, Monness Crespi Hardt & Co upgraded the stock to Buy. While investors have been eyeing software companies with high growth trends, the investment agency wrote: \"We now believe the market will begin to focus more on the company's unique value proposition.\"</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>\"Some value stock valuations are the lowest relative growth stocks since the tech bubble,\" David Kelly, chief global strategist at Asset Management, wrote in a note this week, adding that large tech stocks, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And high-profile companies like Alphabet, with a higher risk rating than it was three years ago, while potential returns may be lower. \"</p><p>Toni Sacconaghi, an analyst at Bernstein, advised investors to have a recent investing style towards undervalued technology stocks, writing: \"Of the 20% of stocks with the lowest valuations,<b>The 5-year earnings growth estimate is the highest expected level in more than 10 years.</b>Sacconaghi also wrote in the research note: \"These stocks underperformed in the second half of 2021, while the valuation gap between growth and value stocks showed a significant widening trend.\"</p><p>Sacconaghi believes that the most expensive companies in the industry will face more risks, but HP,<a href=\"https://laohu8.com/S/IBM\">IBM</a>And established technology companies such as Dell have a good risk profile and ample room for valuation uplift,<b>He upgraded his rating on the stocks to \"outperform\" from the previous \"flat\" rating</b>。 According to statistics, IBM has gained 0.82% slightly this year and still outperforms the Nasdaq 100.</p><p>Of course, there are still views on Wall Street in favor of highly valued tech stocks.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Long-term yields are likely to rise only slightly, meaning there is limited risk of further corrections in growth stock valuations, strategists said Thursday. They believe there is still upside for growth stocks during the slowdown.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/641093.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","SQQQ":"纳指三倍做空ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓","BK4561":"索罗斯持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/641093.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2203715446","content_text":"近期美股市场高估值科技股暴跌,这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润,但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴尔科技是今年科技股中少有的赢家,近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业,同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。对于这两大PC巨头来说,2021年PC出货量创近10年新高也对其股价逆势上涨起到推动作用,IDC昨日公布的最新统计数据显示,2021年全球个人电脑(PC)出货量同比增长了14.8%,达到3.49亿台,创2012年以来新高。“我们在高质量增长领域找到了更好的股票配置标的。”Washington Crossing Advisors高级组合投资基金经理Kevin Caron表示,该公司管理着70亿美元规模的资产。“之所以选择低估值科技股,是因为我们可以找到债务水平低、盈利水平高、业务具备可预测性的公司。”据统计,今年以来,以科技股为主的纳斯达克100指数跌幅达5.05%,与此同时,惠普和戴尔两家PC巨头分别上涨2.73%和7.12%,最新数据显示两家公司未来12个月预期市盈率均不到9倍水平,这两只股票在半年期都轻松跑赢纳斯达克100指数。另一只低估值科技股威睿今年以来涨幅达6.49%,远超纳斯达克100指数。周四,Monness Crespi Hardt & Co将该股评级上调为“买入”。虽然投资者一直关注高增长趋势的软件公司,但该投资机构写道:“我们现在相信,市场将开始更多地关注该公司独特的价值主张。”摩根大通资产管理首席全球策略师David Kelly本周在一份报告中写道:“部分价值股估值是自科技股泡沫以来相对成长股的最低水平。”他补充称,大型科技股,包括苹果、微软、亚马逊和Alphabet等知名公司,风险等级比三年前更高,而潜在回报率可能降低。”Bernstein分析师Toni Sacconaghi建议投资者近期投资风格偏向估值较低的科技股,他在报告中写道:“在估值最低的这20%股票之中,5年期的盈利增长预期为10多年来最高的预期水平。”Sacconaghi在研究报告中还写到:“这些股票在2021年下半年表现不佳,同时成长股和价值股之间的估值差呈显著扩大趋势。”Sacconaghi认为,行业之中估值最昂贵的公司将面临更多风险,但惠普、IBM 和戴尔这些老牌科技公司的风险状况良好且估值抬升空间足,他对这些股票的评级从之前的“与大盘持平”上调至“跑赢大盘”。据统计,IBM今年以来小幅上涨0.82%仍跑赢纳斯达克100指数。当然,华尔街仍有支持高估值科技股的观点。高盛策略师们周四表示,长期收益率可能只会小幅上升,这意味着成长型股票估值的进一步调整风险有限。他们认为,经济增长放缓期间成长股仍然有上行空间。","news_type":1,"symbols_score_info":{"NQmain":1,"TQQQ":1,"QQQ":1,"TTTN":1,"SQQQ":1,".IXIC":1,"03086":1,"QNETCN":1}},"isVote":1,"tweetType":1,"viewCount":4824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}