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2023-04-03

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The Nasdaq rose nearly 17% in the first quarter, the best performance in the past three years! Goldman Sachs: The current round of U.S. stock rally will continue until April

2023年的一季度在一团和气中划上了句号，全球主要股指多数走高。代表着科技成长股的纳指在今年前三个月累计上涨16.77%，为2020年二季度以来的最大涨幅，同时纳指与道指之间的涨幅差距也是2001年以

The Nasdaq rose nearly 17% in the first quarter, the best performance in the past three years! Goldman Sachs: The current round of U.S. stock rally will continue until April

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Goldman Sachs: The current round of U.S. stock rally will continue until April","url":"https://stock-news.laohu8.com/highlight/detail?id=1113475555","media":"老虎资讯综合","summary":"2023年的一季度在一团和气中划上了句号，全球主要股指多数走高。代表着科技成长股的纳指在今年前三个月累计上涨16.77%，为2020年二季度以来的最大涨幅，同时纳指与道指之间的涨幅差距也是2001年以","content":"<p><html><head></head><body>The first quarter of 2023 came to an end in harmony, with most of the world's major stock indexes rising. The Nasdaq, which represents technology growth stocks, rose by 16.77% in the first three months of this year, the largest increase since the second quarter of 2020. At the same time, the gap between the Nasdaq and the Dow is also the largest since 2001.</p><p>From the perspective of the U.S. stock market, after a brief rebound in January this year, it fell into a sustained downturn. In February, affected by the continued rate hike of the Federal Reserve, the U.S. stock market was bleak. Well-known analysts and market participants have warned investors that the U.S. stock market is in a \"dead zone\". Until early March, the cooling of U.S. inflation and the turmoil in the U.S. banking system, especially the collapse of Silicon Valley Bank and the merger of UBS and Credit Suisse, convinced investors that the Federal Reserve would not continue to fight inflation through rate hike, making investors bet on The Federal Reserve's rate hike has reached its peak, so a collective influx of technology stocks that plummeted last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9bb26b44a6f39f16c5b0e2ddceab4b9\" tg-width=\"750\" tg-height=\"1369\"/></p><p>In terms of individual stocks, rising gold prices supported South African gold mining giant Goldfields to rise by nearly 50% in March. Since March, the international gold price has risen rapidly, breaking through the integer marks of US $1,900/oz and US $2,000/oz one after another. Despite the recent correction, it is still hovering above $1,900/oz, and its performance is still eye-catching.</p><p>Sea, the \"small Tencent in Southeast Asia\", has increased by nearly 40% this month, and its stock price has hit a new high since September last year. Investment bank Bernstein released a research report raising Sea (SE.US) 's profit forecast, partly due to the continued growth of e-commerce. Analyst Venugopal Garre now expects Sea to post revenue and net income of $11.56 billion and $9 million in 2023, respectively, up from previous expectations of $9.92 billion and a loss of $1.95 billion. He also adjusted his forecast for 2024.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dce7e3d56894d874faf0525cab0a20e\" tg-width=\"750\" tg-height=\"1295\"/></p><p><strong>What do you think of US stocks next?</strong></p><p>Amid multiple negative factors, Goldman Sachs analyst Scott Rubner is not surprised by the recent rebound in U.S. stocks, and predicts that this round of gains may continue until April, because position data shows that hedge funds and retail investors are somewhat overly bearish.</p><p>He noted that stocks tend to move in the opposite direction of what the market generally expects. In late March, the S&P 500 rose 3% despite the second-largest bank failure in U.S. history and another 25 basis point rate hike from the Federal Reserve, as the stock market movement showed.</p><p>Trend-following traders on Wall Street, also known as Commodity Trading Advisors (CTAs), are currently betting that the S&P 500 will fall by as much as about $26 billion, the largest short position since October 2021, according to a recent report released by Rubner.</p><p>Commodity Trading Advisor (CTA) fund, also known as managed futures fund, refers to professional fund managers who use the funds entrusted by clients to independently decide to invest in the global futures market and options market to obtain returns, and will also charge corresponding management fees.</p><p>This excessively bearish position leads Rubner to believe that the U.S. stock market's rally will continue into April.</p><p>\"There's too much going on on the'macro 'front to have confidence in trading, but I'm bullish on stocks in April,\" he added.</p><p>Ryan Detrick, chief market strategist at Carson Group, a market consulting firm, agrees with Rubner, especially considering that U.S. stocks are entering one of the best periods in a four-year presidential term in history.</p><p>\"Historically, the second quarter of the year before the election averaged 4.8%, and it could be higher 72% of the time in history. Given the overall negative sentiment, the economy continues to challenge skeptics, and this positive seasonal factor, we are open to a continuation of the rebound from last October's low,\" he said.</p><p>In addition, Detrick also emphasized that since 1950, in April of the year before the election, the U.S. stock market has a 94% probability of rising.</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>The Nasdaq rose nearly 17% in the first quarter, the best performance in the past three years! 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Goldman Sachs: The current round of U.S. stock rally will continue until April\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\">2023-04-03 15:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The first quarter of 2023 came to an end in harmony, with most of the world's major stock indexes rising. The Nasdaq, which represents technology growth stocks, rose by 16.77% in the first three months of this year, the largest increase since the second quarter of 2020. At the same time, the gap between the Nasdaq and the Dow is also the largest since 2001.</p><p>From the perspective of the U.S. stock market, after a brief rebound in January this year, it fell into a sustained downturn. In February, affected by the continued rate hike of the Federal Reserve, the U.S. stock market was bleak. Well-known analysts and market participants have warned investors that the U.S. stock market is in a \"dead zone\". Until early March, the cooling of U.S. inflation and the turmoil in the U.S. banking system, especially the collapse of Silicon Valley Bank and the merger of UBS and Credit Suisse, convinced investors that the Federal Reserve would not continue to fight inflation through rate hike, making investors bet on The Federal Reserve's rate hike has reached its peak, so a collective influx of technology stocks that plummeted last year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9bb26b44a6f39f16c5b0e2ddceab4b9\" tg-width=\"750\" tg-height=\"1369\"/></p><p>In terms of individual stocks, rising gold prices supported South African gold mining giant Goldfields to rise by nearly 50% in March. Since March, the international gold price has risen rapidly, breaking through the integer marks of US $1,900/oz and US $2,000/oz one after another. Despite the recent correction, it is still hovering above $1,900/oz, and its performance is still eye-catching.</p><p>Sea, the \"small Tencent in Southeast Asia\", has increased by nearly 40% this month, and its stock price has hit a new high since September last year. Investment bank Bernstein released a research report raising Sea (SE.US) 's profit forecast, partly due to the continued growth of e-commerce. Analyst Venugopal Garre now expects Sea to post revenue and net income of $11.56 billion and $9 million in 2023, respectively, up from previous expectations of $9.92 billion and a loss of $1.95 billion. He also adjusted his forecast for 2024.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dce7e3d56894d874faf0525cab0a20e\" tg-width=\"750\" tg-height=\"1295\"/></p><p><strong>What do you think of US stocks next?</strong></p><p>Amid multiple negative factors, Goldman Sachs analyst Scott Rubner is not surprised by the recent rebound in U.S. stocks, and predicts that this round of gains may continue until April, because position data shows that hedge funds and retail investors are somewhat overly bearish.</p><p>He noted that stocks tend to move in the opposite direction of what the market generally expects. In late March, the S&P 500 rose 3% despite the second-largest bank failure in U.S. history and another 25 basis point rate hike from the Federal Reserve, as the stock market movement showed.</p><p>Trend-following traders on Wall Street, also known as Commodity Trading Advisors (CTAs), are currently betting that the S&P 500 will fall by as much as about $26 billion, the largest short position since October 2021, according to a recent report released by Rubner.</p><p>Commodity Trading Advisor (CTA) fund, also known as managed futures fund, refers to professional fund managers who use the funds entrusted by clients to independently decide to invest in the global futures market and options market to obtain returns, and will also charge corresponding management fees.</p><p>This excessively bearish position leads Rubner to believe that the U.S. stock market's rally will continue into April.</p><p>\"There's too much going on on the'macro 'front to have confidence in trading, but I'm bullish on stocks in April,\" he added.</p><p>Ryan Detrick, chief market strategist at Carson Group, a market consulting firm, agrees with Rubner, especially considering that U.S. stocks are entering one of the best periods in a four-year presidential term in history.</p><p>\"Historically, the second quarter of the year before the election averaged 4.8%, and it could be higher 72% of the time in history. Given the overall negative sentiment, the economy continues to challenge skeptics, and this positive seasonal factor, we are open to a continuation of the rebound from last October's low,\" he said.</p><p>In addition, Detrick also emphasized that since 1950, in April of the year before the election, the U.S. stock market has a 94% probability of rising.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113475555","content_text":"2023年的一季度在一团和气中划上了句号，全球主要股指多数走高。代表着科技成长股的纳指在今年前三个月累计上涨16.77%，为2020年二季度以来的最大涨幅，同时纳指与道指之间的涨幅差距也是2001年以来最大的。从美股大盘来看，今年1月在短暂反弹后陷入了持续的低迷，2月受美联储持续加息影响，美股愁云惨淡，知名分析师和市场人士纷纷警告投资者美股陷入“死亡区”。直到3月初，美国通胀降温以及美国银行系统的动荡，特别是硅谷银行的倒闭，以及瑞银和瑞信的合并，让投资者相信美联储不会继续通过加息来对抗通胀，让投资者纷纷押注美联储加息已到顶点，于是集体涌入去年大跌的科技股。个股方面，一路攀升的金价力撑南非金矿巨头金田3月累涨近50%。3月份以来，国际金价快速上行，接连突破1900美元/盎司、2000美元/盎司的整数关口。尽管近期有所回调，但仍在1900美元/盎司以上徘徊，表现依旧抢眼。“东南亚小腾讯”Sea本月累计涨幅接近40%，股价创自去年9月以来新高。投行Bernstein发布研报，提高Sea(SE.US)的盈利预期，部分原因是电子商务的持续增长。分析师Venugopal Garre目前预计，Sea2023年的营收和净利润将分别为115.6亿美元和900万美元，高于此前预期的99.2亿美元和亏损19.5亿美元。他还调整了对2024年的预测。美股接下来怎么看？在多重利空因素下，高盛分析师Scott Rubner却对美股近期的反弹并不感到意外，而且预计本轮涨势可能会延续到4月，因为仓位数据显示，对冲基金和散户投资者有些过度看空。他指出，股市的走势往往与市场普遍预期的走势相反。3月下旬，尽管美国发生了历史上第二大银行倒闭，美联储也再次加息25个基点，但标准普尔500指数仍上涨了3%，股市的走势就体现了这一点。根据Rubner最新发布的一份报告，华尔街的趋势跟踪交易员，也被称为大宗商品交易顾问（CTA），目前押注标普500指数将下跌的头寸高达260亿美元左右，这是自2021年10月以来最大的空头头寸。商品交易顾问（CTA）基金，也称作管理期货基金，它是指由专业的资金管理人运用客户委托的资金自主决定投资于全球期货市场和期权市场以获得回报，同时也会收取相应管理费用。这种过度看空的仓位让Rubner相信，美国股市的涨势将延续到4月份。“‘宏观’方面发生的事情太多，无法对交易抱有信心，但我看好4月股市，”他补充说。市场咨询公司Carson Group首席市场策略师Ryan Detrick也同意Rubner的看法，尤其是考虑到美国股市正在进入历史上四年总统任期内表现最好的时期之一。“从历史上看，大选前一年的第二季度平均上涨4.8%，历史上72%的时间里还可更高。鉴于整体负面情绪，经济继续挑战怀疑论者，以及这种积极的季节性因素，我们对从去年10月低点反弹的延续持开放态度，”他表示。除此之外，Detrick还强调，自1950年以来，在大选前一年的4月份，美国股市有94%的概率是上涨的。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1642,"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}