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2021-01-14

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A guide to avoiding pitfalls in the U.S. stock market Q4 earnings season: focus on 1 sector and avoid 2 industries

华尔街的第四季度财报季本周拉开帷幕，摩根大通、花旗集团和富国银行都将在1月15日周五美股盘前公布其最新的财报数据。根据FactSet的数据显示，分析师预计美国标准普尔500指数第四季度的收益将比

A guide to avoiding pitfalls in the U.S. stock market Q4 earnings season: focus on 1 sector and avoid 2 industries

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":335572975,"tweetId":"335572975","gmtCreate":1610632857697,"gmtModify":1704985072379,"author":{"id":229615061991679,"idStr":"229615061991679","authorId":229615061991679,"authorIdStr":"229615061991679","name":"大大大空头","avatar":"https://static.laohu8.com/48c284e51e704d755ce7586be3786f4f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":247,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>mark</body></html>","htmlText":"<html><head></head><body>mark</body></html>","text":"mark","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/335572975","repostId":1187838362,"repostType":4,"repost":{"id":"1187838362","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1610612855,"share":"https://ttm.financial/m/news/1187838362?lang=en_US&edition=fundamental","pubTime":"2021-01-14 16:27","market":"us","language":"zh","title":"A guide to avoiding pitfalls in the U.S. stock market Q4 earnings season: focus on 1 sector and avoid 2 industries","url":"https://stock-news.laohu8.com/highlight/detail?id=1187838362","media":"英为财情Investing","summary":"华尔街的第四季度财报季本周拉开帷幕，摩根大通 、花旗集团和富国银行 都将在1月15日周五美股盘前公布其最新的财报数据。\n根据FactSet的数据显示，分析师预计美国标准普尔500指数第四季度的收益将比","content":"Wall Street's fourth-quarter earnings season kicked off this week,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, Citigroup and<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Both will release their latest financial report data before the U.S. stock market opens on Friday, January 15.According to FactSet data, analysts expect fourth-quarter earnings for the U.S. S&P 500 index to fall 8.8% from the same period last year, mainly due to the ongoing impact of the epidemic. If this fact holds true, then the fourth quarter of 2020 will be the third largest year-over-year earnings decline for the S&P 500 since the third quarter of 2009, only better than the first and second quarters of this year. This is also the seventh time in the past eight quarters that the index has reported a year-over-year earnings decline.Among them, seven industries are expected to report annual earnings declines, led by energy, industrial and consumer discretionary industries. On the other hand, 4 companies led by the Materials and Medical sectors are expected to report annual earnings growth.<img src=\"https://static.tigerbbs.com/59feb9343d7568e2edd47a94749b5aee\" tg-width=\"1102\" tg-height=\"630\">S&P constituent stocks' fourth-quarter earnings growth expectationsIn addition, revenue expectations are slightly encouraging. This data is expected to increase by 0.4% year-on-year. If this data comes true, this will be the first year-on-year revenue growth reported by the index since the first quarter of 2020. Six of the 11 industries are expected to report annual revenue growth, with the Health and Insurance Regulatory Department seeing the largest increase. In contrast, sales growth at five companies is expected to decline at an annual rate, which is once again dragged down by the energy and industrial sectors.<img src=\"https://static.tigerbbs.com/9a5ee3d588c3c0cd6fcfdf1d2b4e63d7\" tg-width=\"1100\" tg-height=\"627\">S&P constituent stocks' fourth-quarter revenue growth expectationsBelow we look at the two sectors, energy and industrial sectors in the future, whose financial performance is expected to decline significantly, while the performance of the other sector is expected to show a relatively strong performance.Energy Sector: Lower Oil Prices Will Hit ResultsFourth quarter earnings per share estimates: down 98.4% year-on-yearFourth quarter revenue forecast: down 32.7% year-on-yearAmong all 11 industries, the energy sector saw the largest annual earnings decline, with FacSet forecasting that the industry's fourth-quarter earnings per share will decline by a significant 98.4% compared with the same period last year; At the same time, revenue is also expected to fall by 32.7%, the worst performance of all 11 industries.Mainly due to low oil prices putting pressure on the industry, the average oil price in the fourth quarter of 2020 was US $41.94/barrel, 26% lower than the average price of US $56.87 in the fourth quarter of 2019.Among them, it is expected<a href=\"https://laohu8.com/S/VLO\">Valero Energia</a>(NYSE: VLO) will record a loss of $1.22 per share, compared to earnings of $2.13 per share in the year-ago quarter;<a href=\"https://laohu8.com/S/PSXP\">Phillips 66 Partners LP</a>(NYSE: PSXP), which is expected to lose $0.54 per share, compared with earnings of $1.54 per share in the same period last year; Another company that suffered huge losses was<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Company (NYSE: CVX), which is expected to earn $0.07 per share, well below earnings of $1.24 per share in the year-ago quarter.<img src=\"https://static.tigerbbs.com/c956e3bdf7eab4ad8a50d67388bdd4f7\" tg-width=\"1914\" tg-height=\"813\">XLE daily line from Investing.comEnergy Select Sector SPDR tracking the S&P 500 Energy sector ® Fund (NYSE: XLE) is down 27% over the past 12 months, while the S&P 500 has gained 16% over the same period. Except<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(NYSE: XOM) and big oil stocks such as Chevron, the fund's biggest holdings are<a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>Company (NYSE: SLB),<a href=\"https://laohu8.com/S/EOG\">Eog Resources</a>Company (NYSE: EOG),<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>(NYSE: MRO) and<a href=\"https://laohu8.com/S/KMI\">Kinder Morgan</a>Inc. (NYSE: KMI) and others.Industrial sector: Aviation stocks expected to lead the declineFourth quarter EPS estimate: down 34.8% year-on-yearFourth quarter revenue forecast: down 10.6% year-on-yearAnnual earnings declines for industrials are expected to be 34.8%, the second-lowest of all 11 sectors, and double-digit earnings declines are expected for five of the sector's 12 sub-sectors, including airlines (-347%), industrial groups (-21%), trading houses and distributors (-13%), electrical equipment (-11%) and construction products (-10%).In addition, the revenue of the entire industrial sector is also expected to decline by more than 10.6% year-on-year. Among them, it is expected that the aviation industry will continue to cope with the negative impact of the epidemic crisis, and once again become the sub-sector with the largest revenue decline in this sector, with a decline of 66%.<img src=\"https://static.tigerbbs.com/b3ec41c0a383edb591e19a0bee7e1d18\" tg-width=\"1917\" tg-height=\"810\">JETS daily line from Investing.comIn the past 12 months,<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>The performance of industry stocks has been far underperforming the broader market, and its industry ETF-U<a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a>(NYSE: JETS) is down about 29% year over year.Healthcare: Explosive growth set for biotech and big pharmaFourth quarter EPS estimate: 6.6% year-on-year growthFourth quarter revenue forecast: 10% year-on-year growthThe healthcare sector benefited from successful COVID-19 vaccine and therapeutics, and all 11 of its sub-sectors are expected to record the second-highest annual profit growth. Earnings per share are expected to grow 6.6% year over year, with five of the six sub-sectors reporting higher earnings than last year, the biotech segment is expected to grow 15%, while the pharmaceutical sector is expected to grow 13%.In addition, the industry is also expected to post the highest annual revenue growth of 10% among the 11 industries. Five of its six sub-sectors are expected to record revenue growth, with life science tools and services and biotechnology leading the revenue growth rate of 22% and 20% respectively.<img src=\"https://static.tigerbbs.com/5f7248aded5c03feb39c55597ac0b675\" tg-width=\"1918\" tg-height=\"814\">XLV daily chart from Investing.comHealthcare Sector ETF Health Care Select Sector SPDR ® Fund (NYSE: XLV) is currently near all-time highs and has gained nearly 14% over the past 12 months; More impressively, tracking the top biotech and pharmaceutical companies listed on the Nasdaq<a href=\"https://laohu8.com/S/EEMA\">iShares</a>NASDAQ Biotechnology ETF (NASDAQ: IBB) It has risen more than 31% in the past year.<img src=\"https://static.tigerbbs.com/59f343d5c1b6b8a7acc14339699e2285\" tg-width=\"1918\" tg-height=\"813\">IBB daily line from Investing.comAt the company level, Moderna Inc (NASDAQ: MRNA) and<a href=\"https://laohu8.com/S/ABT\">Abbott</a>(NYSE: ABT) are two companies to watch. Moderna, which is expected to develop COVID-19 vaccine, is expected to record revenue of $293.2 million, up 2,000% year-over-year, while Abbott is expected to record revenue of $9.94 billion, surpassing last year's $8.31 billion.","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>A guide to avoiding pitfalls in the U.S. stock market Q4 earnings season: focus on 1 sector and avoid 2 industries</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\">\nA guide to avoiding pitfalls in the U.S. stock market Q4 earnings season: focus on 1 sector and avoid 2 industries\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n英为财情Investing \n2021-01-14 16:27\n</div>\n</a>\n</h4>\n</header>\n<article>\nWall Street's fourth-quarter earnings season kicked off this week,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, Citigroup and<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Both will release their latest financial report data before the U.S. stock market opens on Friday, January 15.According to FactSet data, analysts expect fourth-quarter earnings for the U.S. S&P 500 index to fall 8.8% from the same period last year, mainly due to the ongoing impact of the epidemic. If this fact holds true, then the fourth quarter of 2020 will be the third largest year-over-year earnings decline for the S&P 500 since the third quarter of 2009, only better than the first and second quarters of this year. This is also the seventh time in the past eight quarters that the index has reported a year-over-year earnings decline.Among them, seven industries are expected to report annual earnings declines, led by energy, industrial and consumer discretionary industries. On the other hand, 4 companies led by the Materials and Medical sectors are expected to report annual earnings growth.<img src=\"https://static.tigerbbs.com/59feb9343d7568e2edd47a94749b5aee\" tg-width=\"1102\" tg-height=\"630\">S&P constituent stocks' fourth-quarter earnings growth expectationsIn addition, revenue expectations are slightly encouraging. This data is expected to increase by 0.4% year-on-year. If this data comes true, this will be the first year-on-year revenue growth reported by the index since the first quarter of 2020. Six of the 11 industries are expected to report annual revenue growth, with the Health and Insurance Regulatory Department seeing the largest increase. In contrast, sales growth at five companies is expected to decline at an annual rate, which is once again dragged down by the energy and industrial sectors.<img src=\"https://static.tigerbbs.com/9a5ee3d588c3c0cd6fcfdf1d2b4e63d7\" tg-width=\"1100\" tg-height=\"627\">S&P constituent stocks' fourth-quarter revenue growth expectationsBelow we look at the two sectors, energy and industrial sectors in the future, whose financial performance is expected to decline significantly, while the performance of the other sector is expected to show a relatively strong performance.Energy Sector: Lower Oil Prices Will Hit ResultsFourth quarter earnings per share estimates: down 98.4% year-on-yearFourth quarter revenue forecast: down 32.7% year-on-yearAmong all 11 industries, the energy sector saw the largest annual earnings decline, with FacSet forecasting that the industry's fourth-quarter earnings per share will decline by a significant 98.4% compared with the same period last year; At the same time, revenue is also expected to fall by 32.7%, the worst performance of all 11 industries.Mainly due to low oil prices putting pressure on the industry, the average oil price in the fourth quarter of 2020 was US $41.94/barrel, 26% lower than the average price of US $56.87 in the fourth quarter of 2019.Among them, it is expected<a href=\"https://laohu8.com/S/VLO\">Valero Energia</a>(NYSE: VLO) will record a loss of $1.22 per share, compared to earnings of $2.13 per share in the year-ago quarter;<a href=\"https://laohu8.com/S/PSXP\">Phillips 66 Partners LP</a>(NYSE: PSXP), which is expected to lose $0.54 per share, compared with earnings of $1.54 per share in the same period last year; Another company that suffered huge losses was<a href=\"https://laohu8.com/S/CVX\">Chevron</a>Company (NYSE: CVX), which is expected to earn $0.07 per share, well below earnings of $1.24 per share in the year-ago quarter.<img src=\"https://static.tigerbbs.com/c956e3bdf7eab4ad8a50d67388bdd4f7\" tg-width=\"1914\" tg-height=\"813\">XLE daily line from Investing.comEnergy Select Sector SPDR tracking the S&P 500 Energy sector ® Fund (NYSE: XLE) is down 27% over the past 12 months, while the S&P 500 has gained 16% over the same period. Except<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(NYSE: XOM) and big oil stocks such as Chevron, the fund's biggest holdings are<a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>Company (NYSE: SLB),<a href=\"https://laohu8.com/S/EOG\">Eog Resources</a>Company (NYSE: EOG),<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>(NYSE: MRO) and<a href=\"https://laohu8.com/S/KMI\">Kinder Morgan</a>Inc. (NYSE: KMI) and others.Industrial sector: Aviation stocks expected to lead the declineFourth quarter EPS estimate: down 34.8% year-on-yearFourth quarter revenue forecast: down 10.6% year-on-yearAnnual earnings declines for industrials are expected to be 34.8%, the second-lowest of all 11 sectors, and double-digit earnings declines are expected for five of the sector's 12 sub-sectors, including airlines (-347%), industrial groups (-21%), trading houses and distributors (-13%), electrical equipment (-11%) and construction products (-10%).In addition, the revenue of the entire industrial sector is also expected to decline by more than 10.6% year-on-year. Among them, it is expected that the aviation industry will continue to cope with the negative impact of the epidemic crisis, and once again become the sub-sector with the largest revenue decline in this sector, with a decline of 66%.<img src=\"https://static.tigerbbs.com/b3ec41c0a383edb591e19a0bee7e1d18\" tg-width=\"1917\" tg-height=\"810\">JETS daily line from Investing.comIn the past 12 months,<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>The performance of industry stocks has been far underperforming the broader market, and its industry ETF-U<a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a>(NYSE: JETS) is down about 29% year over year.Healthcare: Explosive growth set for biotech and big pharmaFourth quarter EPS estimate: 6.6% year-on-year growthFourth quarter revenue forecast: 10% year-on-year growthThe healthcare sector benefited from successful COVID-19 vaccine and therapeutics, and all 11 of its sub-sectors are expected to record the second-highest annual profit growth. Earnings per share are expected to grow 6.6% year over year, with five of the six sub-sectors reporting higher earnings than last year, the biotech segment is expected to grow 15%, while the pharmaceutical sector is expected to grow 13%.In addition, the industry is also expected to post the highest annual revenue growth of 10% among the 11 industries. Five of its six sub-sectors are expected to record revenue growth, with life science tools and services and biotechnology leading the revenue growth rate of 22% and 20% respectively.<img src=\"https://static.tigerbbs.com/5f7248aded5c03feb39c55597ac0b675\" tg-width=\"1918\" tg-height=\"814\">XLV daily chart from Investing.comHealthcare Sector ETF Health Care Select Sector SPDR ® Fund (NYSE: XLV) is currently near all-time highs and has gained nearly 14% over the past 12 months; More impressively, tracking the top biotech and pharmaceutical companies listed on the Nasdaq<a href=\"https://laohu8.com/S/EEMA\">iShares</a>NASDAQ Biotechnology ETF (NASDAQ: IBB) It has risen more than 31% in the past year.<img src=\"https://static.tigerbbs.com/59f343d5c1b6b8a7acc14339699e2285\" tg-width=\"1918\" tg-height=\"813\">IBB daily line from Investing.comAt the company level, Moderna Inc (NASDAQ: MRNA) and<a href=\"https://laohu8.com/S/ABT\">Abbott</a>(NYSE: ABT) are two companies to watch. Moderna, which is expected to develop COVID-19 vaccine, is expected to record revenue of $293.2 million, up 2,000% year-over-year, while Abbott is expected to record revenue of $9.94 billion, surpassing last year's $8.31 billion.\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187838362","content_text":"华尔街的第四季度财报季本周拉开帷幕，摩根大通 、花旗集团和富国银行 都将在1月15日周五美股盘前公布其最新的财报数据。\n根据FactSet的数据显示，分析师预计美国标准普尔500指数第四季度的收益将比去年同期下降8.8%，主要还是因为疫情的持续影响。如果这一事实成立，那么，2020年第四季度将是标普500指数从2009年第三季度以来的第三大同比盈利下滑幅度，仅好于今年第一和第二季度。这也是该指数在过去8个季度中第七次报告收益同比下滑。\n其中，有7个行业预计报告年度收益下降，其中能源、工业和非必需消费品行业领跌。另一方面，以材料和医疗行业为首的4家公司预计将报告年度收益增长。\n标普成分股四季度收益增长预期情况\n此外，收入预期则令人略微感到鼓舞，这一数据预计将会同比增长0.4%，如果这个数据成真，那么这将是该指数从2020年第一季度以来首次公布的同比收入增长。11个行业中有6个预计将报告年度收入增长，其中卫生保监部门增幅最大。相比之下，预计五家企业的销售增长这和称年率将出现下降，这再次受到能源和工业部门的拖累。\n标普成分股四季度收入增长预期情况\n下面我们将来看看能源和工业部门这两个行业，他们的财务业绩预计将大幅下滑，而另一个行业的业绩预计将呈现相对强劲的表现。\n能源板块：较低的油价将打击业绩\n四季度每股收益预期：同比下降98.4%\n四季度收入预期：同比下降32.7%\n在所有11个行业中，能源行业的年度收益降幅最大，FacSet预测，该行业第四季度每股收益将较去年同期大幅下降98.4%；同时，收入预计也将下降32.7%，是所有11个行业中最糟糕的表现。\n主要是因为低油价对行业造成压力，2020年第四季度的平均油价为41.94美元/桶，比2019年第四季度的平均价格56.87美元低了26%\n其中，预计瓦莱罗能源 (NYSE:VLO)将录得每股亏损1.22美元，而去年同期每股盈利2.13美元；Phillips 66 Partners LP (NYSE:PSXP)，预计其每股亏损0.54美元，上年同期每股收益为1.54美元；另一家遭受巨大损失的是雪佛龙公司 (NYSE:CVX)，预计每股收益为0.07美元，远低于去年同期的每股收益1.24美元。\nXLE日线来自英为财情Investing.com\n跟踪标普500能源板块的Energy Select Sector SPDR® Fund (NYSE:XLE)在过去12个月里下跌了27%，而同期标普500指数则上涨了16%。除了埃克森美孚 (NYSE:XOM)和雪佛龙等大型石油股以外，该基金最大的持股还有斯伦贝谢公司 (NYSE:SLB)、依欧格资源公司 (NYSE:EOG)、马拉松石油 (NYSE:MRO)和金德尔摩根公司 (NYSE:KMI)等。\n工业板块：航空股预计将领跌\n四季度每股收益预期：同比下降34.8%\n四季度收入预期：同比下降10.6%\n工业类股的年收益降幅预计为34.8%，在所有11个行业中排名倒数第二，在该行业的12个子行业中，预计有5个会出现收益两位数下滑，包括航空公司(-347%)、工业集团(-21%)、贸易公司和分销商(-13%)、电气设备(-11%)和建筑产品(-10%)。\n此外，整个工业板块的收入预计也将同比下滑10.6%以上。其中，预计航空业将继续应对疫情危机的负面影响，再次成为这个板块收入跌幅最大的子行业，降幅料为66%。\nJETS日线来自英为财情Investing.com\n过去12个月，美国航空业个股的表现一直远远逊于大盘，其行业ETF——UU.S. Global Jets ETF (NYSE:JETS)同比下跌了约29%。\n医疗保健：生物科技和大型制药公司将迎来爆发式增长\n四季度每股收益预期：同比增长6.6%\n四季度收入预期：同比增长10%\n医疗保健行业受益于成功的新冠疫苗和治疗，预计其11个子行业都将录得第二高的年度利润增长。预计每股收益将同比增长6.6%，其中6个子行业中有5个将公布比去年更高的收益，生物技术部门预计将有15%的增长，而制药行业的每股收益预计增长13%。\n此外，该行业还预计将公布11个行业中最高的年度收入增长，为10%。其6个子行业中有5个预计将录得收入增长，其中生命科学工具和服务、生物科技的收入增幅居前，分别为22%和20%。\nXLV日线图来自英为财情Investing.com\n医疗保健板块ETF Health Care Select Sector SPDR® Fund (NYSE:XLV)目前接近历史高点，在过去12个月上涨了近14%；更令人印象深刻的是，追踪追踪在纳斯达克上市的顶级生物技术和制药公司的iShares Nasdaq Biotechnology ETF (NASDAQ:IBB)在过去一年上涨了31%以上。\nIBB日线来自英为财情Investing.com\n在公司层面，Moderna Inc (NASDAQ:MRNA)和雅培 (NYSE:ABT)是值得关注的两家公司。预计研发新冠疫苗的Moderna预计将录得2.932亿美元的收入，同比增长2000%，而雅培预计将录得99.4亿美元的收入，超过去年的83.1亿美元。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2043,"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}