Darkonz
2021-07-12
Mnice
If you think the global economy is about to expand, Morgan Stanley has some stocks for you
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":146304403,"tweetId":"146304403","gmtCreate":1626052374102,"gmtModify":1631892381331,"author":{"id":3574386804742909,"idStr":"3574386804742909","authorId":3574386804742909,"authorIdStr":"3574386804742909","name":"Darkonz","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Mnice</p></body></html>","htmlText":"<html><head></head><body><p>Mnice</p></body></html>","text":"Mnice","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/146304403","repostId":1115886857,"repostType":4,"repost":{"id":"1115886857","kind":"news","pubTimestamp":1626052301,"share":"https://www.laohu8.com/m/news/1115886857?lang=&edition=full","pubTime":"2021-07-12 09:11","market":"us","language":"en","title":"If you think the global economy is about to expand, Morgan Stanley has some stocks for you","url":"https://stock-news.laohu8.com/highlight/detail?id=1115886857","media":"cnbc","summary":"Morgan Stanley believes the European investment landscape is now transitioning and has picked a slew","content":"<div>\n<p>Morgan Stanley believes the European investment landscape is now transitioning and has picked a slew of stocks to buy that combine “quality, value and momentum.”\nIn a recent note to investors, Morgan ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/morgan-stanley-picks-these-stocks-for-the-global-economic-expansion.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>If you think the global economy is about to expand, Morgan Stanley has some stocks for you</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nIf you think the global economy is about to expand, Morgan Stanley has some stocks for you\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 09:11 GMT+8 <a href=https://www.cnbc.com/2021/07/12/morgan-stanley-picks-these-stocks-for-the-global-economic-expansion.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley believes the European investment landscape is now transitioning and has picked a slew of stocks to buy that combine “quality, value and momentum.”\nIn a recent note to investors, Morgan ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/morgan-stanley-picks-these-stocks-for-the-global-economic-expansion.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/07/12/morgan-stanley-picks-these-stocks-for-the-global-economic-expansion.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1115886857","content_text":"Morgan Stanley believes the European investment landscape is now transitioning and has picked a slew of stocks to buy that combine “quality, value and momentum.”\nIn a recent note to investors, Morgan Stanley’s Head of European Quantitative Equity Research Alix Guerrini said the business cycle had recently moved to a new “mid-cycle regime.”\nThis switch to an “expansion regime” after 12 months in recovery provides a backdrop generally less favorable for pure value stocks and small caps, Guerrini said.\nValue stocks are those which trade at a discount relative to the company’s financial fundamentals, and Morgan Stanley highlighted that while this area of the market tends to perform well during recovery regimes, it is the worst performer in all others.\nAmid this transition, Morgan Stanley’s approach is to blend value, quality and momentum, while avoiding some unwanted exposure to cyclicals — those stocks whose performance generally aligns with the trajectory of the global economy.\nTheir new quantitative model identified 21 stocks the bank expects to perform well over the next year, with Morgan Stanley establishing overweight positions.\nThese included German automotive giantDaimler, British private equity firm3i Group, Norwegian media group Schibsted, French utilityEngie, British property firmSegroand Maersk, the world’s largest container shipping company.\nSociete Generalewas one of the banks picked by Morgan Stanley, whileNestlewas one of its names representing the food and beverage sector.\nThree insurance stocks were included includingAviva, while materials also contributed three components —Holcim,ArcelormittalandBHP Group.\nThe bank’s strategists have suggested that the macro environment has become less favorable to equity markets as growth momentum begins to peak and discussions about central banks tapering their quantitative easing programs gather pace.\n“The extra uncertainty supports our view to take some risk off the table in the near term, as per our recent downgrade of cyclicals and upgrade of defensives,” Chief European Equity Strategist Graham Secker wrote in the bank’s mid-year outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"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":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/146304403"}
精彩评论