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小脑虎88
2021-07-26

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Concerns about the "peak growth" of U.S. stocks may ease, and cyclical stocks are expected to regain favor

策略师正在反驳市场中的“增长见顶”担忧，认为一些与美国经济重启相关的股票已处于超卖状态。 David Kostin等高盛集团的策略师在报告中写道，美国广泛的疫苗接种对经济增长构成支撑，诸如航空公司和酒

Concerns about the "peak growth" of U.S. stocks may ease, and cyclical stocks are expected to regain favor

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Tom Lee of Fundstrat Global Advisors LLC said stocks that have tumbled amid concerns about the delta variant Novel Coronavirus-such as energy stocks-are poised to rebound this week.</p><p>\"Investors are worried about the impact of the delta variant on economic growth, but this new pressure should not pose a significant market risk,\" Goldman's team wrote on Friday. The team supports \"the allocation of strategic positions in cyclical stocks at risk of pandemic exposure, as well as longer-term investments in high-quality traditional growth stocks.\"</p><p>Despite bullish comments from strategists, market risk aversion remained strong on Monday. U.S. stock futures fell as investors sought a safe haven in U.S. debt.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists also expect cyclical stocks to rebound. Fundstrat's Lee predicts a \"stronger, more widespread risk appetite\" soon.</p><p>There are also some who are cautious. John Briggs, global head of strategy at Natwest Markets, said volatility surrounding economic growth concerns is likely to continue and the market will be in a new range, but trading will be volatile.</p>","source":"XLCJ","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>Concerns about the \"peak growth\" of U.S. stocks may ease, and cyclical stocks are expected to regain favor</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\">\nConcerns about the \"peak growth\" of U.S. stocks may ease, and cyclical stocks are expected to regain favor\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-26 19:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/4300799d778b76756cdf213776b8b53a\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>Strategists are pushing back on \"growth peak\" concerns in the market, arguing that some stocks related to the restart of the U.S. economy are already oversold.</p><p>David Kostin et al<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The group's strategists wrote in the report that widespread vaccination in the United States is supporting economic growth, and laggards such as airlines and hotels should pick up in the coming months. Tom Lee of Fundstrat Global Advisors LLC said stocks that have tumbled amid concerns about the delta variant Novel Coronavirus-such as energy stocks-are poised to rebound this week.</p><p>\"Investors are worried about the impact of the delta variant on economic growth, but this new pressure should not pose a significant market risk,\" Goldman's team wrote on Friday. The team supports \"the allocation of strategic positions in cyclical stocks at risk of pandemic exposure, as well as longer-term investments in high-quality traditional growth stocks.\"</p><p>Despite bullish comments from strategists, market risk aversion remained strong on Monday. U.S. stock futures fell as investors sought a safe haven in U.S. debt.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists also expect cyclical stocks to rebound. Fundstrat's Lee predicts a \"stronger, more widespread risk appetite\" soon.</p><p>There are also some who are cautious. John Briggs, global head of strategy at Natwest Markets, said volatility surrounding economic growth concerns is likely to continue and the market will be in a new range, but trading will be volatile.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-26/doc-ikqciyzk7766928.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-26/doc-ikqciyzk7766928.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120839655","content_text":"策略师正在反驳市场中的“增长见顶”担忧，认为一些与美国经济重启相关的股票已处于超卖状态。\nDavid Kostin等高盛集团的策略师在报告中写道，美国广泛的疫苗接种对经济增长构成支撑，诸如航空公司和酒店等表现落后的领域应会在未来几个月回升。Fundstrat Global Advisors LLC的Tom Lee表示，在delta变种新冠病毒相关担忧之下重挫的股票——例如能源股——本周有望反弹。\n“投资者担心delta变种病毒对经济增长的影响，但这一新压力应该不会构成重大市场风险，”高盛的团队上周五写道。该团队支持“在有疫情暴露风险的周期类股中配置策略性头寸，以及对高质量传统成长股进行更长期的投资。”\n尽管策略师们发出了看涨的点评，但周一市场避险情绪依然浓厚。美国股指期货下跌，投资者寻求在美债中避险。\n摩根大通的策略师们也预计周期性股将反弹。Fundstrat的Lee预测很快就会出现“更强、更普遍的风险偏好”。\n也有一些人持谨慎态度。Natwest Markets的策略部门全球主管John Briggs表示，围绕经济增长担忧的波动可能会继续存在，市场将处于新的区间，但交易会呈震荡格局。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2255,"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":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}