Bob2bob
2021-05-20
Thanks for the article
Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.<blockquote>忘记密码混乱吧。策略师表示，看看这个被低估的行业是否能获得股市收益。</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":130163163,"tweetId":"130163163","gmtCreate":1621519394152,"gmtModify":1634188468259,"author":{"id":3574761564200146,"idStr":"3574761564200146","authorId":3574761564200146,"authorIdStr":"3574761564200146","name":"Bob2bob","avatar":"https://static.tigerbbs.com/244c0ca4952190f68e4350e5b6172dd9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Thanks for the article </p></body></html>","htmlText":"<html><head></head><body><p>Thanks for the article </p></body></html>","text":"Thanks for the article","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/130163163","repostId":2136921902,"repostType":4,"repost":{"id":"2136921902","kind":"highlight","pubTimestamp":1621514880,"share":"https://www.laohu8.com/m/news/2136921902?lang=zh_CN&edition=full","pubTime":"2021-05-20 20:48","market":"us","language":"en","title":"Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.<blockquote>忘记密码混乱吧。策略师表示，看看这个被低估的行业是否能获得股市收益。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2136921902","media":"MarketWatch","summary":"The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar ji","content":"<p>The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.</p><p><blockquote>周四，加密货币混乱仍在继续，投资者对股票的情绪也表现出类似的不安。由于加密货币市场仍然波动和低迷，股市将继续下跌。</blockquote></p><p> But let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.</p><p><blockquote>但让我们屏蔽比特币、Elon Musk的推文以及对通胀和科技股估值的担忧的噪音。</blockquote></p><p> Our call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.</p><p><blockquote>Felder Report金融博客策略师Jesse Felder的《今日看涨期权》敦促投资者关注一个被低估的行业来获取股市收益：能源。</blockquote></p><p> One of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.</p><p><blockquote>费尔德的口头禅之一是寻找主要指数之外的投资机会。他表示，被动投资的兴起，大量基金被动跟踪股市指数，使得这些机会更加普遍和有吸引力。</blockquote></p><p> According to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, and electric-vehicle companies like Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>.</p><p><blockquote>费尔德表示，被动投资最近变得不那么受欢迎，因为投资者越来越多地接受ESG的变化：环境、社会和治理投资，衡量社会和环境影响。这包括趋势中更具投机性的一面，例如绿色能源股票Ø rsted和普拉格能源<a href=\"https://laohu8.com/S/PLUG\">$（插头）$</a>以及特斯拉等电动汽车公司<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>和蔚来<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>.</blockquote></p><p> Felder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.</p><p><blockquote>费尔德表示，这导致投资组合更加集中在科技等热门行业，以及传统能源行业的跑输大盘。</blockquote></p><p> \"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.</p><p><blockquote>费尔德表示：“这样，ESG只会放大被动指数基金将更多新资金分配给科技和通信服务等价值不断上升的股票和行业所创造的动力。”价值下降的行业，例如能源。</blockquote></p><p> \"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.</p><p><blockquote>“因此，与这些趋势背道而驰的机会变得比其他情况下更具吸引力，”他说。</blockquote></p><p> The momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.</p><p><blockquote>势头现在正在转变。能源已经开始跑赢包括科技在内的其他股市，“许多人可能会问自己这种趋势是否可持续。”费尔德认为是。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ca60c8ba87702d88f1e7cd965b99671\" tg-width=\"1260\" tg-height=\"912\"><span>CHART VIA THE FELDER REPORT BLOG.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过费尔德报告博客。</span></p></blockquote></p><p> Felder pointed to the chart, above, which shows historical weightings within the S&P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.</p><p><blockquote>费尔德指出了上图，该图显示了标普500指数的历史权重。与二十年前上一次大牛市开始时相比，能源所占的份额较小。科技和通信服务股略低于互联网泡沫顶峰时创下的历史高点。</blockquote></p><p> \"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.</p><p><blockquote>费尔德说：“在我看来，那些鳄鱼的下巴看起来更有可能snap闭合，而不是张开得更大。”</blockquote></p><p></p>","source":"lsy1603348471595","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>Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.<blockquote>忘记密码混乱吧。策略师表示，看看这个被低估的行业是否能获得股市收益。</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\">\nForget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist.<blockquote>忘记密码混乱吧。策略师表示，看看这个被低估的行业是否能获得股市收益。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-05-20 20:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.</p><p><blockquote>周四，加密货币混乱仍在继续，投资者对股票的情绪也表现出类似的不安。由于加密货币市场仍然波动和低迷，股市将继续下跌。</blockquote></p><p> But let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.</p><p><blockquote>但让我们屏蔽比特币、Elon Musk的推文以及对通胀和科技股估值的担忧的噪音。</blockquote></p><p> Our call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.</p><p><blockquote>Felder Report金融博客策略师Jesse Felder的《今日看涨期权》敦促投资者关注一个被低估的行业来获取股市收益：能源。</blockquote></p><p> One of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.</p><p><blockquote>费尔德的口头禅之一是寻找主要指数之外的投资机会。他表示，被动投资的兴起，大量基金被动跟踪股市指数，使得这些机会更加普遍和有吸引力。</blockquote></p><p> According to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, and electric-vehicle companies like Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>.</p><p><blockquote>费尔德表示，被动投资最近变得不那么受欢迎，因为投资者越来越多地接受ESG的变化：环境、社会和治理投资，衡量社会和环境影响。这包括趋势中更具投机性的一面，例如绿色能源股票Ø rsted和普拉格能源<a href=\"https://laohu8.com/S/PLUG\">$（插头）$</a>以及特斯拉等电动汽车公司<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>和蔚来<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>.</blockquote></p><p> Felder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.</p><p><blockquote>费尔德表示，这导致投资组合更加集中在科技等热门行业，以及传统能源行业的跑输大盘。</blockquote></p><p> \"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.</p><p><blockquote>费尔德表示：“这样，ESG只会放大被动指数基金将更多新资金分配给科技和通信服务等价值不断上升的股票和行业所创造的动力。”价值下降的行业，例如能源。</blockquote></p><p> \"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.</p><p><blockquote>“因此，与这些趋势背道而驰的机会变得比其他情况下更具吸引力，”他说。</blockquote></p><p> The momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.</p><p><blockquote>势头现在正在转变。能源已经开始跑赢包括科技在内的其他股市，“许多人可能会问自己这种趋势是否可持续。”费尔德认为是。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ca60c8ba87702d88f1e7cd965b99671\" tg-width=\"1260\" tg-height=\"912\"><span>CHART VIA THE FELDER REPORT BLOG.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过费尔德报告博客。</span></p></blockquote></p><p> Felder pointed to the chart, above, which shows historical weightings within the S&P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.</p><p><blockquote>费尔德指出了上图，该图显示了标普500指数的历史权重。与二十年前上一次大牛市开始时相比，能源所占的份额较小。科技和通信服务股略低于互联网泡沫顶峰时创下的历史高点。</blockquote></p><p> \"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.</p><p><blockquote>费尔德说：“在我看来，那些鳄鱼的下巴看起来更有可能snap闭合，而不是张开得更大。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page\">MarketWatch</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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/forget-the-crypto-chaos-look-at-this-underappreciated-sector-for-stock-market-gains-says-strategist-11621509767?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136921902","content_text":"The cryptocurrency chaos continued on Thursday, as investor sentiment on stocks exhibited similar jitters. Equities are set to extend declines as crypto markets remain volatile and depressed.\nBut let's block out the noise over bitcoin, Elon Musk's tweets, and concerns about inflation and technology-stock valuations.\nOur call of the day, from strategist Jesse Felder of the Felder Report financial blog , urged investors to look to an underappreciated sector for stock-market gains: energy.\nOne of Felder's mantras is to look for investing opportunities outside of major indexes. The rise of passive investing, with massive funds passively tracking stock market indexes, makes these opportunities more prevalent and attractive, he said.\nAccording to Felder, passive investing has recently become less popular, as investors increasingly embrace variations of ESG: environmental, social, and governance investing, which measures social and environmental impact. That includes the more speculative side of the trend, like green energy stocks Ørsted and Plug Power $(PLUG)$, and electric-vehicle companies like Tesla $(TSLA)$ and NIO $(NIO)$.\nFelder said this has resulted in portfolios that are more concentrated in popular sectors such as tech, and underweight in the traditional energy sector.\n\"In this way, ESG has merely served to magnify the momentum that passive index funds create when they allocate more new money to stocks and sectors with rising values, like tech and communications services,\" Felder said, with funds allocating less new money to sectors with falling values, like energy.\n\"As a result, opportunities that run counter to these trends have become even more attractive than they otherwise would have,\" he said.\nThe momentum is now shifting. Energy has begun to outperform the rest of the stock market, including tech, and \"many may be asking themselves whether this trend is sustainable.\" Felder thinks it is.\nCHART VIA THE FELDER REPORT BLOG.\nFelder pointed to the chart, above, which shows historical weightings within the S&P 500 index. Energy has a smaller portion that it did two decades ago, at the beginning of its last major bull market. Tech and communications-services stocks are slightly below all-time highs notched at the peak of the dot-com bubble.\n\"For my money, those alligator jaws look more likely to snap shut than to open even wider,\" Felder said.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1373,"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":19,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/130163163"}
精彩评论