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2021-03-17
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Betting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</blockquote>
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Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168347069","media":"marketwatch","summary":"Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first t","content":"<p>Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.</p><p><blockquote>这是一个可能的解除警报信号。美国银行在最新的基金经理调查中表示，COVID-19不再是投资者的“尾部风险”，这是自2020年2月以来的首次。尾部风险是一种不太可能发生的事件，可能会导致巨额损失或收益。</blockquote></p><p>Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.</p><p><blockquote>与此同时，美联储为期两天的政策会议将于周二开始，投资者将密切关注任何可能削弱股市的鹰派信号。盘前表现出一些好坏参半的走势，尽管许多人仍然坚持大流行后繁荣的想法，至少在美国，随着疫苗接种的推出。</blockquote></p><p>That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&P 500SPX,+0.65%and those stocks geared toward a recovery. Our<b>call of the day</b>comes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.</p><p><blockquote>这使得道琼斯工业平均指数DJIA上涨0.53%，标准普尔500SPX上涨0.65%，这些股票有望复苏。我们的<b>今日看涨期权</b>来自美国银行的策略师，他们提供了17只股票来购买他们认为即将到来的三个R——复苏、通货再膨胀和重新评级。</blockquote></p><p>Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.</p><p><blockquote>策略师Jill Carey、Savita Subramanian和Ohsung Kwon表示，经济已经达到周期中期阶段，通胀通常最强劲。在之前的此类阶段，排除科技泡沫，小盘股的表现优于大盘股，价值股的表现优于增长股。</blockquote></p><p><img src=\"https://static.tigerbbs.com/b6117c062f29f9a5e3173d092d24e4c2\" tg-width=\"620\" tg-height=\"419\" referrerpolicy=\"no-referrer\">The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.</p><p><blockquote>美国银行团队表示，喜欢这些股票有两个原因：他们强调的许多公司仍然不贵，而且主动型基金没有为通胀上升做好准备，与小型股相比，大型股的敞口更大。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d7a28d2041b51a3be5539b6a676e6380\" tg-width=\"620\" tg-height=\"637\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/81014f4999b80a903f0dedf147571af5\" tg-width=\"620\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Onto the stocks (nearly half are small-to-midcap companies)…</p><p><blockquote>股票（近一半是中小型公司）……</blockquote></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a> — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.</p><p><blockquote><a href=\"https://laohu8.com/S/AA\">美国铝业</a>-美国银行将该矿商的股价目标定为37美元。铝价可能会出现任何一种走势，但全球需求增长对美国铝业来说是一个利好。</blockquote></p><p><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.</p><p><blockquote><a href=\"https://laohu8.com/S/AXTA\">艾仕得涂料</a>-全球涂料集团的股价目标为37英镑。汽车复苏的步伐将是关键，美元走强和原材料成本下降可能是一个推动力。</blockquote></p><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.</p><p><blockquote><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>-股价目标550美元。这家半导体公司面临的风险包括对美中贸易关系的敏感性以及网络、智能手机和其他市场的竞争。</blockquote></p><p><a href=\"https://laohu8.com/S/HES\">Hess</a> — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.</p><p><blockquote><a href=\"https://laohu8.com/S/HES\">赫斯</a>-股价目标95美元。这家能源公司面临的风险包括石油和天然气价格以及钻探发展放缓。</blockquote></p><p><a href=\"https://laohu8.com/S/MAR\">Marriott</a> International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.</p><p><blockquote><a href=\"https://laohu8.com/S/MAR\">万豪酒店</a>国际-股价目标150美元。经济疲软以及企业和消费者的支出低于预期是这家酒店公司面临的风险之一。</blockquote></p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>-这家拥有“同类最佳资产”的娱乐巨头的目标价为223美元。下行风险包括人们决定不再订阅有线电视导致ESPN增长放缓、消费者信心减弱以及主题公园上座率低。也要小心潜在的电影失败。</blockquote></p><p>As for the rest, they like <a href=\"https://laohu8.com/S/CNHI\">CNH Industrial NV</a> ,<a href=\"https://laohu8.com/S/CMCSA\">Comcast</a>, <a href=\"https://laohu8.com/S/EMR\">Emerson</a>, <a href=\"https://laohu8.com/S/HRI\">Herc</a>, <a href=\"https://laohu8.com/S/KNX\">Knight Transportation</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a>, <a href=\"https://laohu8.com/S/PH\">Parker Hannifin</a>, <a href=\"https://laohu8.com/S/PFG\">Principal</a>, <a href=\"https://laohu8.com/S/RHI\">Robert Half</a>, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, and <a href=\"https://laohu8.com/S/INT\">World Fuel</a>.</p><p><blockquote>至于其余的，他们喜欢<a href=\"https://laohu8.com/S/CNHI\">CNH工业公司</a>,<a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a>, <a href=\"https://laohu8.com/S/EMR\">爱默生</a>, <a href=\"https://laohu8.com/S/HRI\">Herc</a>, <a href=\"https://laohu8.com/S/KNX\">骑士运输</a>, <a href=\"https://laohu8.com/S/OXY\">西方</a>, <a href=\"https://laohu8.com/S/PH\">帕克·汉尼芬</a>, <a href=\"https://laohu8.com/S/PFG\">主要的</a>, <a href=\"https://laohu8.com/S/RHI\">罗伯特·哈尔夫</a>, <a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>，和<a href=\"https://laohu8.com/S/INT\">世界燃料</a>.</blockquote></p><p><b>The chart</b></p><p><blockquote><b>图表</b></blockquote></p><p>Here’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.</p><p><blockquote>这是美国银行最新月度基金经理调查中“尾部风险”图表。更大的风险是高于预期的通胀和债券市场的“发脾气”。</blockquote></p><p><img src=\"https://static.tigerbbs.com/38dac50b8ff480325fe553c1ad2298f4\" tg-width=\"620\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p>Stock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.</p><p><blockquote>股票期货SYM00, 0.01%ES00, 0.14%NQ00,+0.54%略有波动，但欧洲股市走高XXP,+0.63%。这也是亚洲市场上涨的一天。其他方面，oilCL.1,-1.12%和美元DXY,-0.14%走软，比特币BTCUSD,-2.09%进一步远离周末触及的60,000美元。</blockquote></p><p><b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p>Retail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.</p><p><blockquote>零售额和进口价格将在市场开盘前公布，随后是工业生产和全国住宅建筑商协会指数。除了美联储会议启动外，投资者还将关注20年期国债拍卖的结果。</blockquote></p><p></p><p>Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”</p><p><blockquote>全球最大对冲基金公司桥水基金的创始人雷·达里奥宣称投资债券是“愚蠢的”，投资者应该坚持“多元化的投资组合”。</blockquote></p><p>AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.</p><p><blockquote>杰富瑞(Jefferies)将阿斯利康(AstraZenecaAZN)的评级从持有上调至买入后，该公司股价走高。阿斯利康(AstraZeneca)一直处于困境，因为有报道称接种疫苗会导致血栓，几个欧洲国家暂停了COVID-19疫苗接种。</blockquote></p><p>Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.</p><p><blockquote>芬兰电信集团诺基亚诺基亚，+0.57%挪威克朗，+1.90%正在裁员10,000人，以在两年内节省7.16亿美元。</blockquote></p><p>A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.</p><p><blockquote>美国政府公路安全局的一个小组正前往底特律调查一起“暴力”事故，此前一辆特斯拉TSLA,+2.05%车辆在一辆半挂车下行驶，造成两人重伤。</blockquote></p><p></p>","source":"market_watch","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>Betting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</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\">\nBetting on the post-pandemic boom? Bank of America has 17 stock recommendations<blockquote>押注大流行后的繁荣？美国银行有17只股票推荐</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-03-16 20:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.</p><p><blockquote>这是一个可能的解除警报信号。美国银行在最新的基金经理调查中表示，COVID-19不再是投资者的“尾部风险”，这是自2020年2月以来的首次。尾部风险是一种不太可能发生的事件，可能会导致巨额损失或收益。</blockquote></p><p>Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.</p><p><blockquote>与此同时，美联储为期两天的政策会议将于周二开始，投资者将密切关注任何可能削弱股市的鹰派信号。盘前表现出一些好坏参半的走势，尽管许多人仍然坚持大流行后繁荣的想法，至少在美国，随着疫苗接种的推出。</blockquote></p><p>That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&P 500SPX,+0.65%and those stocks geared toward a recovery. Our<b>call of the day</b>comes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.</p><p><blockquote>这使得道琼斯工业平均指数DJIA上涨0.53%，标准普尔500SPX上涨0.65%，这些股票有望复苏。我们的<b>今日看涨期权</b>来自美国银行的策略师，他们提供了17只股票来购买他们认为即将到来的三个R——复苏、通货再膨胀和重新评级。</blockquote></p><p>Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.</p><p><blockquote>策略师Jill Carey、Savita Subramanian和Ohsung Kwon表示，经济已经达到周期中期阶段，通胀通常最强劲。在之前的此类阶段，排除科技泡沫，小盘股的表现优于大盘股，价值股的表现优于增长股。</blockquote></p><p><img src=\"https://static.tigerbbs.com/b6117c062f29f9a5e3173d092d24e4c2\" tg-width=\"620\" tg-height=\"419\" referrerpolicy=\"no-referrer\">The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.</p><p><blockquote>美国银行团队表示，喜欢这些股票有两个原因：他们强调的许多公司仍然不贵，而且主动型基金没有为通胀上升做好准备，与小型股相比，大型股的敞口更大。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d7a28d2041b51a3be5539b6a676e6380\" tg-width=\"620\" tg-height=\"637\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/81014f4999b80a903f0dedf147571af5\" tg-width=\"620\" tg-height=\"594\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Onto the stocks (nearly half are small-to-midcap companies)…</p><p><blockquote>股票（近一半是中小型公司）……</blockquote></p><p><a href=\"https://laohu8.com/S/AA\">Alcoa</a> — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.</p><p><blockquote><a href=\"https://laohu8.com/S/AA\">美国铝业</a>-美国银行将该矿商的股价目标定为37美元。铝价可能会出现任何一种走势，但全球需求增长对美国铝业来说是一个利好。</blockquote></p><p><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.</p><p><blockquote><a href=\"https://laohu8.com/S/AXTA\">艾仕得涂料</a>-全球涂料集团的股价目标为37英镑。汽车复苏的步伐将是关键，美元走强和原材料成本下降可能是一个推动力。</blockquote></p><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.</p><p><blockquote><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>-股价目标550美元。这家半导体公司面临的风险包括对美中贸易关系的敏感性以及网络、智能手机和其他市场的竞争。</blockquote></p><p><a href=\"https://laohu8.com/S/HES\">Hess</a> — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.</p><p><blockquote><a href=\"https://laohu8.com/S/HES\">赫斯</a>-股价目标95美元。这家能源公司面临的风险包括石油和天然气价格以及钻探发展放缓。</blockquote></p><p><a href=\"https://laohu8.com/S/MAR\">Marriott</a> International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.</p><p><blockquote><a href=\"https://laohu8.com/S/MAR\">万豪酒店</a>国际-股价目标150美元。经济疲软以及企业和消费者的支出低于预期是这家酒店公司面临的风险之一。</blockquote></p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.</p><p><blockquote><a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>-这家拥有“同类最佳资产”的娱乐巨头的目标价为223美元。下行风险包括人们决定不再订阅有线电视导致ESPN增长放缓、消费者信心减弱以及主题公园上座率低。也要小心潜在的电影失败。</blockquote></p><p>As for the rest, they like <a href=\"https://laohu8.com/S/CNHI\">CNH Industrial NV</a> ,<a href=\"https://laohu8.com/S/CMCSA\">Comcast</a>, <a href=\"https://laohu8.com/S/EMR\">Emerson</a>, <a href=\"https://laohu8.com/S/HRI\">Herc</a>, <a href=\"https://laohu8.com/S/KNX\">Knight Transportation</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a>, <a href=\"https://laohu8.com/S/PH\">Parker Hannifin</a>, <a href=\"https://laohu8.com/S/PFG\">Principal</a>, <a href=\"https://laohu8.com/S/RHI\">Robert Half</a>, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, and <a href=\"https://laohu8.com/S/INT\">World Fuel</a>.</p><p><blockquote>至于其余的，他们喜欢<a href=\"https://laohu8.com/S/CNHI\">CNH工业公司</a>,<a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a>, <a href=\"https://laohu8.com/S/EMR\">爱默生</a>, <a href=\"https://laohu8.com/S/HRI\">Herc</a>, <a href=\"https://laohu8.com/S/KNX\">骑士运输</a>, <a href=\"https://laohu8.com/S/OXY\">西方</a>, <a href=\"https://laohu8.com/S/PH\">帕克·汉尼芬</a>, <a href=\"https://laohu8.com/S/PFG\">主要的</a>, <a href=\"https://laohu8.com/S/RHI\">罗伯特·哈尔夫</a>, <a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>，和<a href=\"https://laohu8.com/S/INT\">世界燃料</a>.</blockquote></p><p><b>The chart</b></p><p><blockquote><b>图表</b></blockquote></p><p>Here’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.</p><p><blockquote>这是美国银行最新月度基金经理调查中“尾部风险”图表。更大的风险是高于预期的通胀和债券市场的“发脾气”。</blockquote></p><p><img src=\"https://static.tigerbbs.com/38dac50b8ff480325fe553c1ad2298f4\" tg-width=\"620\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p>Stock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.</p><p><blockquote>股票期货SYM00, 0.01%ES00, 0.14%NQ00,+0.54%略有波动，但欧洲股市走高XXP,+0.63%。这也是亚洲市场上涨的一天。其他方面，oilCL.1,-1.12%和美元DXY,-0.14%走软，比特币BTCUSD,-2.09%进一步远离周末触及的60,000美元。</blockquote></p><p><b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p>Retail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.</p><p><blockquote>零售额和进口价格将在市场开盘前公布，随后是工业生产和全国住宅建筑商协会指数。除了美联储会议启动外，投资者还将关注20年期国债拍卖的结果。</blockquote></p><p></p><p>Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”</p><p><blockquote>全球最大对冲基金公司桥水基金的创始人雷·达里奥宣称投资债券是“愚蠢的”，投资者应该坚持“多元化的投资组合”。</blockquote></p><p>AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.</p><p><blockquote>杰富瑞(Jefferies)将阿斯利康(AstraZenecaAZN)的评级从持有上调至买入后，该公司股价走高。阿斯利康(AstraZeneca)一直处于困境，因为有报道称接种疫苗会导致血栓，几个欧洲国家暂停了COVID-19疫苗接种。</blockquote></p><p>Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.</p><p><blockquote>芬兰电信集团诺基亚诺基亚，+0.57%挪威克朗，+1.90%正在裁员10,000人，以在两年内节省7.16亿美元。</blockquote></p><p>A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.</p><p><blockquote>美国政府公路安全局的一个小组正前往底特律调查一起“暴力”事故，此前一辆特斯拉TSLA,+2.05%车辆在一辆半挂车下行驶，造成两人重伤。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/betting-on-the-post-pandemic-boom-bank-of-america-has-17-stock-recommendations-11615893669?siteid=yhoof2\">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":{},"source_url":"https://www.marketwatch.com/story/betting-on-the-post-pandemic-boom-bank-of-america-has-17-stock-recommendations-11615893669?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1168347069","content_text":"Here’s one possible all-clear signal. COVID-19 is no longer a “tail risk” for investors, the first time since February 2020, says Bank of America in its latest fund manager survey. A tail risk is an unlikely event that could cause outsize losses or gains.Meanwhile, the Federal Reserve’s two-day policy meeting begins on Tuesday, and investors will be on the lookout for any hawkish signals that could take some steam out of stocks. The premarket is showing some mixed action, though many remain stuck into the idea of a post-pandemic boom, at least in the U.S. as vaccinations roll out.That has kept the records coming for the Dow Jones Industrial AverageDJIA,+0.53%and S&P 500SPX,+0.65%and those stocks geared toward a recovery. Ourcall of the daycomes from strategists at Bank of America, who offer up 17 stocks to buy for the three R’s they see coming — recovery, reflation and rerating.Strategists Jill Carey, Savita Subramanian and Ohsung Kwon say the economy has reached the mid-cycle phase, where inflation typically is strongest. In prior such phases, excluding the technology bubble, small-caps have outperformed larger ones, and value has beaten growth.The Bank of America team says there are two reasons to like those stocks: many of the companies they highlight are still not expensive, and active funds aren’t positioning for that rising inflation, with heavier exposure to mega than smaller caps.Onto the stocks (nearly half are small-to-midcap companies)…Alcoa — BofA has a share price target $37 for the miner. Aluminum prices could go either way, but global demand growth is a plus for Alcoa.Axalta Coating — Share price target £37 for the global coatings group. The pace of automobile recovery will be key and a stronger dollar and lower raw material costs could be a boost.Broadcom — Share price target $550. Risks for the semiconductor company include sensitivity to U.S.-China trade relations and competition in networking, smartphone and other markets.Hess — Share price target $95. Among the energy company’s risks are oil and gas prices, as well as slowing developments in drilling.Marriott International— Share price objective $150. Economic weakness and worse-than-expected spending by businesses and consumers are among the risks for the hospitality company.Walt Disney — $223 price objective for the entertainment giant that has “best in class assets.” Downside risks include slowing ESPN growth from people deciding not to keep a cable television subscription, weaker consumer confidence, and low theme park attendance. Also watch out for potential film flops.As for the rest, they like CNH Industrial NV ,Comcast, Emerson, Herc, Knight Transportation, Occidental, Parker Hannifin, Principal, Robert Half, Union Pacific, and World Fuel.The chartHere’s that “tail risk” chart from the latest BofA monthly fund manager survey. Bigger risks are higher-than-expected inflation and a “tantrum” in the bond market.The marketsStock futuresYM00,0.01%ES00,0.14%NQ00,+0.54%are wobbling a little, but European stocks are higherSXXP,+0.63%.It was also an up day forAsian markets. Elsewhere, oilCL.1,-1.12%and the dollarDXY,-0.14%are softer and bitcoinBTCUSD,-2.09%is backing further away from the $60,000hit over the weekend.The buzzRetail sales and import prices are due ahead of the market open, followed by industrial production and a National Association of Home Builders index. Aside from the Fed meeting kickoff, investors will also be watching the outcome of a an auction of 20-year Treasury bonds.Ray Dalio, the founder of Bridgewater, the world’s biggest hedge fund firm, declares investing in bonds as “stupid” and investorsshould stick to a “well-diversified portfolio.”AstraZenecaAZN,+0.72%AZN,+3.58%shares are higher after Jefferies upgraded the drug companyto buy from hold. AstraZeneca has been in the hot seat asseveral European countriessuspend its COVID-19 shots over reports of blood clots from inoculations.Finnish telecoms group NokiaNOKIA,+0.57%NOK,+1.90%iscutting up to 10,000 jobsto save $716 million over two years.A team from the U.S. government’s highway safety agency is headed to Detroit to investigate a “violent” crash after a TeslaTSLA,+2.05%vehicledrove under a semitrailer, leaving two people critically injured.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1649,"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":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/324631882"}
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