YKYK14
2021-06-28
[财迷]
China’s ‘Small Giants’ Lure Investors Hunting for Big Gains<blockquote>中国“小巨人”吸引投资者寻求大收益</blockquote>
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An MSCI Inc. gauge of small-cap growth stocks in China has gained 2%, in stark contrast to its economically sensitive value share equivalent which is down 6.5%.</p><p><blockquote>尽管内地基准沪深300指数在过去一个月小幅下跌，但以科技股为主的创业板指数上涨了6%，纳斯达克风格的科创板50指数上涨了12%。摩根士丹利资本国际(MSCI)中国小型成长股指数上涨2%，与其经济敏感价值股下跌6.5%形成鲜明对比。</blockquote></p><p> With question marks over the strength of the Chinese economy, investors are turning toward secular growth stories in a hunt for exceptional earnings upside. For some that means the shares of smaller companies, which are expanding more rapidly than their more-established blue-chip peers.</p><p><blockquote>由于对中国经济实力的质疑，投资者正在转向长期增长故事，以寻找非凡的盈利上行空间。对于一些人来说，这意味着较小公司的股票，这些公司的扩张速度比更成熟的蓝筹股同行更快。</blockquote></p><p> “Recent sideways moves can be interpreted as a shift in market preference to tech and innovation, and a bull run there on its initial legs,” wrote Industrial Securities analyst Zhang Yidong in a note. He suggested “small giants” on the Star board with a market cap of 10 billion-80 billion yuan ($1.5 billion-$12 billion) as the “core assets“ of tomorrow.</p><p><blockquote>兴业证券分析师张忆东在一份报告中写道：“最近的横盘走势可以解释为市场偏好向科技和创新的转变，以及最初阶段的牛市。”他建议将市值在100亿-800亿元（15亿-120亿美元）的星板“小巨人”作为明天的“核心资产”。</blockquote></p><p> Star Performer</p><p><blockquote>明星表演者</blockquote></p><p> Nothing embodies growth like the two-year old Star board in Shanghai, which lowered revenue and profitability requirements to enlist companies with a competitive tech edge. Firms in the Star50 Index are expected to see 31% earnings growth this year, with profits seen expanding by 48% next year, according to data compiled by Bloomberg. The index rose as much as 2.9% Monday, trouncing the 0.6% loss in the SSE 50 gauge of blue chips.</p><p><blockquote>没有什么比上海成立两年的明星董事会更能体现增长了，该董事会降低了收入和盈利要求，以吸引具有竞争技术优势的公司。根据彭博社汇编的数据，Star50指数中的公司今年的盈利预计将增长31%，明年的利润预计将增长48%。该指数周一上涨2.9%，击败了上证50蓝筹股0.6%的跌幅。</blockquote></p><p> Still, that kind of growth comes at a price. The Star50 gauge is trading on 62 times forward earnings estimates and the Chinext is on 45 times, according to data compiled by Bloomberg. The MSCI Asia Pacific Information Technology Index is on just 18 times forward earnings.</p><p><blockquote>尽管如此，这种增长是有代价的。根据彭博社汇编的数据，Star50指数的预期市盈率为62倍，创业板为45倍。摩根士丹利资本国际亚太信息技术指数的预期市盈率仅为18倍。</blockquote></p><p> That doesn’t seem to put off Zheshang Securities Co. analysts including Wang Yang, who noted the board traded on 89 times earnings at its advent in a recent report and called it “the engine of the new bull market”.</p><p><blockquote>这似乎并没有让包括王阳在内的浙商证券分析师望而却步，他在最近的一份报告中指出，该板成立时的市盈率为89倍，并称其为“新牛市的引擎”。</blockquote></p><p> Blue Shift</p><p><blockquote>蓝移</blockquote></p><p> A preference for smaller growth shares would be a significant shift from crowded blue-chip bets such as liquor giant Kweichow Moutai Co., large caps that propelled China’s markets to a peak in February. Investors had piled in for their high earnings visibility, only to race for the exit as worries over liquidity triggered a selloff in the most expensive parts of the market and sent the benchmark into a correction in March.</p><p><blockquote>对规模较小的成长股的偏好将是对白酒巨头贵州茅台酒等拥挤蓝筹股的重大转变，这些大盘股在2月份将中国市场推至顶峰。投资者因其高盈利可见性而蜂拥而至，但由于对流动性的担忧引发了市场最昂贵部分的抛售，并导致基准指数在三月份出现调整，投资者纷纷退出。</blockquote></p><p> The trend mirrors a reassessment of growth shares on a global scale as investors ponder the future for cheaper cyclical stocks if faster-than-expected rate hikes weigh on a post-pandemic economic recovery. That was evident in the reaction to this month’s hawkish pivot from the Federal Reserve, which led to a rebound in growth stocks and weakness in reflation bets.</p><p><blockquote>这一趋势反映了全球范围内对成长型股票的重新评估，因为如果快于预期的加息拖累大流行后的经济复苏，投资者正在思考更便宜的周期性股票的未来。这在美联储本月鹰派转向的反应中显而易见，这导致成长型股票反弹和通货再膨胀押注疲软。</blockquote></p><p> Fed Pivot Seen as Bump, Not Dead End for Reflation Trade</p><p><blockquote>美联储转向被视为通胀交易的冲击，而不是死胡同</blockquote></p><p> To foreign investors, Hong Kong’s giant internet stocks are perhaps the biggest play on China’s growth, but regulatory uncertainty keeps many at bay. BlackRock Inc. is among those ready to explore investments in smaller companies in the sector.</p><p><blockquote>对外国投资者来说，香港的互联网巨头可能是中国经济增长的最大推动力，但监管的不确定性让许多人望而却步。贝莱德公司是准备探索投资该行业小公司的公司之一。</blockquote></p><p> “We position in small- and mid-cap names that are less exposed to the anti-trust risk and are relatively early in their user penetration and growth cycle,” said portfolio manager Lucy Liu in a press briefing on Wednesday. Examples include live broadcasting companies and the “new generation” of social networks.</p><p><blockquote>投资组合经理Lucy Liu在周三的新闻发布会上表示：“我们投资于受反垄断风险影响较小、用户渗透率和增长周期相对较早的中小型股。”例子包括直播公司和社交网络的“新一代”。</blockquote></p><p> “We will probably stay a little bit away from the large dominant platforms for a little bit longer,” she added.</p><p><blockquote>“我们可能会在更长的时间内远离大型主导平台，”她补充道。</blockquote></p><p> Innovation Nation</p><p><blockquote>创新国家</blockquote></p><p> Semiconductors and electric vehicle plays are also among those favored by investors and analysts should the rotation take root. The former is expected to benefit from capacity expansion as a global chip shortage persists, while EVs can enjoy robust sales on more competitive model roll-outs. Advanced manufacturing, military tech, artificial intelligence and innovative drugs are other themes seen to have potential.</p><p><blockquote>如果轮动扎根，半导体和电动汽车也是投资者和分析师青睐的股票之一。由于全球芯片短缺持续存在，前者预计将受益于产能扩张，而电动汽车则可以在更具竞争力的车型推出中享受强劲的销售。先进制造、军事技术、人工智能和创新药物是其他被认为具有潜力的主题。</blockquote></p><p></p>","source":"lsy1612507957220","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>China’s ‘Small Giants’ Lure Investors Hunting for Big Gains<blockquote>中国“小巨人”吸引投资者寻求大收益</blockquote></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\">\nChina’s ‘Small Giants’ Lure Investors Hunting for Big Gains<blockquote>中国“小巨人”吸引投资者寻求大收益</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-28 13:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Investors in China are betting on small-cap growth shares to reignite returns as a shift away from blue-chips starts gaining traction.</p><p><blockquote>（彭博社）--随着投资者从蓝筹股的转移开始获得动力，中国投资者押注于小盘成长股，以重新点燃回报。</blockquote></p><p> While the mainland benchmark CSI 300 is slightly down over the past month, the tech-heavy ChiNext Index is up 6% and the Nasdaq-style Star Board 50 Index has gained 12%. An MSCI Inc. gauge of small-cap growth stocks in China has gained 2%, in stark contrast to its economically sensitive value share equivalent which is down 6.5%.</p><p><blockquote>尽管内地基准沪深300指数在过去一个月小幅下跌，但以科技股为主的创业板指数上涨了6%，纳斯达克风格的科创板50指数上涨了12%。摩根士丹利资本国际(MSCI)中国小型成长股指数上涨2%，与其经济敏感价值股下跌6.5%形成鲜明对比。</blockquote></p><p> With question marks over the strength of the Chinese economy, investors are turning toward secular growth stories in a hunt for exceptional earnings upside. For some that means the shares of smaller companies, which are expanding more rapidly than their more-established blue-chip peers.</p><p><blockquote>由于对中国经济实力的质疑，投资者正在转向长期增长故事，以寻找非凡的盈利上行空间。对于一些人来说，这意味着较小公司的股票，这些公司的扩张速度比更成熟的蓝筹股同行更快。</blockquote></p><p> “Recent sideways moves can be interpreted as a shift in market preference to tech and innovation, and a bull run there on its initial legs,” wrote Industrial Securities analyst Zhang Yidong in a note. He suggested “small giants” on the Star board with a market cap of 10 billion-80 billion yuan ($1.5 billion-$12 billion) as the “core assets“ of tomorrow.</p><p><blockquote>兴业证券分析师张忆东在一份报告中写道：“最近的横盘走势可以解释为市场偏好向科技和创新的转变，以及最初阶段的牛市。”他建议将市值在100亿-800亿元（15亿-120亿美元）的星板“小巨人”作为明天的“核心资产”。</blockquote></p><p> Star Performer</p><p><blockquote>明星表演者</blockquote></p><p> Nothing embodies growth like the two-year old Star board in Shanghai, which lowered revenue and profitability requirements to enlist companies with a competitive tech edge. Firms in the Star50 Index are expected to see 31% earnings growth this year, with profits seen expanding by 48% next year, according to data compiled by Bloomberg. The index rose as much as 2.9% Monday, trouncing the 0.6% loss in the SSE 50 gauge of blue chips.</p><p><blockquote>没有什么比上海成立两年的明星董事会更能体现增长了，该董事会降低了收入和盈利要求，以吸引具有竞争技术优势的公司。根据彭博社汇编的数据，Star50指数中的公司今年的盈利预计将增长31%，明年的利润预计将增长48%。该指数周一上涨2.9%，击败了上证50蓝筹股0.6%的跌幅。</blockquote></p><p> Still, that kind of growth comes at a price. The Star50 gauge is trading on 62 times forward earnings estimates and the Chinext is on 45 times, according to data compiled by Bloomberg. The MSCI Asia Pacific Information Technology Index is on just 18 times forward earnings.</p><p><blockquote>尽管如此，这种增长是有代价的。根据彭博社汇编的数据，Star50指数的预期市盈率为62倍，创业板为45倍。摩根士丹利资本国际亚太信息技术指数的预期市盈率仅为18倍。</blockquote></p><p> That doesn’t seem to put off Zheshang Securities Co. analysts including Wang Yang, who noted the board traded on 89 times earnings at its advent in a recent report and called it “the engine of the new bull market”.</p><p><blockquote>这似乎并没有让包括王阳在内的浙商证券分析师望而却步，他在最近的一份报告中指出，该板成立时的市盈率为89倍，并称其为“新牛市的引擎”。</blockquote></p><p> Blue Shift</p><p><blockquote>蓝移</blockquote></p><p> A preference for smaller growth shares would be a significant shift from crowded blue-chip bets such as liquor giant Kweichow Moutai Co., large caps that propelled China’s markets to a peak in February. Investors had piled in for their high earnings visibility, only to race for the exit as worries over liquidity triggered a selloff in the most expensive parts of the market and sent the benchmark into a correction in March.</p><p><blockquote>对规模较小的成长股的偏好将是对白酒巨头贵州茅台酒等拥挤蓝筹股的重大转变，这些大盘股在2月份将中国市场推至顶峰。投资者因其高盈利可见性而蜂拥而至，但由于对流动性的担忧引发了市场最昂贵部分的抛售，并导致基准指数在三月份出现调整，投资者纷纷退出。</blockquote></p><p> The trend mirrors a reassessment of growth shares on a global scale as investors ponder the future for cheaper cyclical stocks if faster-than-expected rate hikes weigh on a post-pandemic economic recovery. That was evident in the reaction to this month’s hawkish pivot from the Federal Reserve, which led to a rebound in growth stocks and weakness in reflation bets.</p><p><blockquote>这一趋势反映了全球范围内对成长型股票的重新评估，因为如果快于预期的加息拖累大流行后的经济复苏，投资者正在思考更便宜的周期性股票的未来。这在美联储本月鹰派转向的反应中显而易见，这导致成长型股票反弹和通货再膨胀押注疲软。</blockquote></p><p> Fed Pivot Seen as Bump, Not Dead End for Reflation Trade</p><p><blockquote>美联储转向被视为通胀交易的冲击，而不是死胡同</blockquote></p><p> To foreign investors, Hong Kong’s giant internet stocks are perhaps the biggest play on China’s growth, but regulatory uncertainty keeps many at bay. BlackRock Inc. is among those ready to explore investments in smaller companies in the sector.</p><p><blockquote>对外国投资者来说，香港的互联网巨头可能是中国经济增长的最大推动力，但监管的不确定性让许多人望而却步。贝莱德公司是准备探索投资该行业小公司的公司之一。</blockquote></p><p> “We position in small- and mid-cap names that are less exposed to the anti-trust risk and are relatively early in their user penetration and growth cycle,” said portfolio manager Lucy Liu in a press briefing on Wednesday. Examples include live broadcasting companies and the “new generation” of social networks.</p><p><blockquote>投资组合经理Lucy Liu在周三的新闻发布会上表示：“我们投资于受反垄断风险影响较小、用户渗透率和增长周期相对较早的中小型股。”例子包括直播公司和社交网络的“新一代”。</blockquote></p><p> “We will probably stay a little bit away from the large dominant platforms for a little bit longer,” she added.</p><p><blockquote>“我们可能会在更长的时间内远离大型主导平台，”她补充道。</blockquote></p><p> Innovation Nation</p><p><blockquote>创新国家</blockquote></p><p> Semiconductors and electric vehicle plays are also among those favored by investors and analysts should the rotation take root. The former is expected to benefit from capacity expansion as a global chip shortage persists, while EVs can enjoy robust sales on more competitive model roll-outs. Advanced manufacturing, military tech, artificial intelligence and innovative drugs are other themes seen to have potential.</p><p><blockquote>如果轮动扎根，半导体和电动汽车也是投资者和分析师青睐的股票之一。由于全球芯片短缺持续存在，前者预计将受益于产能扩张，而电动汽车则可以在更具竞争力的车型推出中享受强劲的销售。先进制造、军事技术、人工智能和创新药物是其他被认为具有潜力的主题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/china-small-giants-lure-investors-210000479.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","000001.SH":"上证指数","000016.SH":"上证50"},"source_url":"https://finance.yahoo.com/news/china-small-giants-lure-investors-210000479.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110020598","content_text":"(Bloomberg) -- Investors in China are betting on small-cap growth shares to reignite returns as a shift away from blue-chips starts gaining traction.\nWhile the mainland benchmark CSI 300 is slightly down over the past month, the tech-heavy ChiNext Index is up 6% and the Nasdaq-style Star Board 50 Index has gained 12%. An MSCI Inc. gauge of small-cap growth stocks in China has gained 2%, in stark contrast to its economically sensitive value share equivalent which is down 6.5%.\nWith question marks over the strength of the Chinese economy, investors are turning toward secular growth stories in a hunt for exceptional earnings upside. For some that means the shares of smaller companies, which are expanding more rapidly than their more-established blue-chip peers.\n“Recent sideways moves can be interpreted as a shift in market preference to tech and innovation, and a bull run there on its initial legs,” wrote Industrial Securities analyst Zhang Yidong in a note. He suggested “small giants” on the Star board with a market cap of 10 billion-80 billion yuan ($1.5 billion-$12 billion) as the “core assets“ of tomorrow.\nStar Performer\nNothing embodies growth like the two-year old Star board in Shanghai, which lowered revenue and profitability requirements to enlist companies with a competitive tech edge. Firms in the Star50 Index are expected to see 31% earnings growth this year, with profits seen expanding by 48% next year, according to data compiled by Bloomberg. The index rose as much as 2.9% Monday, trouncing the 0.6% loss in the SSE 50 gauge of blue chips.\nStill, that kind of growth comes at a price. The Star50 gauge is trading on 62 times forward earnings estimates and the Chinext is on 45 times, according to data compiled by Bloomberg. The MSCI Asia Pacific Information Technology Index is on just 18 times forward earnings.\nThat doesn’t seem to put off Zheshang Securities Co. analysts including Wang Yang, who noted the board traded on 89 times earnings at its advent in a recent report and called it “the engine of the new bull market”.\nBlue Shift\nA preference for smaller growth shares would be a significant shift from crowded blue-chip bets such as liquor giant Kweichow Moutai Co., large caps that propelled China’s markets to a peak in February. Investors had piled in for their high earnings visibility, only to race for the exit as worries over liquidity triggered a selloff in the most expensive parts of the market and sent the benchmark into a correction in March.\nThe trend mirrors a reassessment of growth shares on a global scale as investors ponder the future for cheaper cyclical stocks if faster-than-expected rate hikes weigh on a post-pandemic economic recovery. That was evident in the reaction to this month’s hawkish pivot from the Federal Reserve, which led to a rebound in growth stocks and weakness in reflation bets.\nFed Pivot Seen as Bump, Not Dead End for Reflation Trade\nTo foreign investors, Hong Kong’s giant internet stocks are perhaps the biggest play on China’s growth, but regulatory uncertainty keeps many at bay. BlackRock Inc. is among those ready to explore investments in smaller companies in the sector.\n“We position in small- and mid-cap names that are less exposed to the anti-trust risk and are relatively early in their user penetration and growth cycle,” said portfolio manager Lucy Liu in a press briefing on Wednesday. Examples include live broadcasting companies and the “new generation” of social networks.\n“We will probably stay a little bit away from the large dominant platforms for a little bit longer,” she added.\nInnovation Nation\nSemiconductors and electric vehicle plays are also among those favored by investors and analysts should the rotation take root. The former is expected to benefit from capacity expansion as a global chip shortage persists, while EVs can enjoy robust sales on more competitive model roll-outs. Advanced manufacturing, military tech, artificial intelligence and innovative drugs are other themes seen to have potential.","news_type":1,"symbols_score_info":{"399001":0.9,"000001.SH":0.9,"000016.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":576,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/127579796"}
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