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2021-03-21

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Value stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受青睐，已成为动量股</blockquote>

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It was a very successful combination.”<blockquote>他们指出，许多投资模型都是“针对价值和动量之间存在一致性的跑赢大盘股票构建的，即针对价格便宜但也具有盈利动量和/或价格动量的跑赢大盘股票。这是一个非常成功的组合。”</blockquote>Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.<blockquote>随着经济从冠状病毒大流行轮动中复苏，投资者目前正在转向被视为在盈利或销售增长方面提供价值的股票，并正在削减因受益于在家工作而大幅上涨的股票的投资。过去一年的趋势。</blockquote>“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.<blockquote>“这是由贸易重新开放和宏观前景改善推动的，并与名义收益率持续上升、收益率曲线陡峭和通胀预期上升直接相关。我们在战术上做多价值，并认为还有更长的路要走，”伯恩斯坦联盟分析师写道。</blockquote>Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials. &nbsp;The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.<blockquote>现在受益的行业——即价值和动力的筛选——包括汽车、银行、能源和材料。能源、材料和金融以及非必需消费品是过去六个月盈利预期增幅最大的行业。这些盈利上调推动了股价表现。</blockquote>Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial&nbsp;and Ally Financial Inc.<blockquote>符合价值和动量筛选标准的特定股票（这意味着它们在账面价和12个月价格动量方面都处于最便宜的五分之一）包括福特汽车公司、PulteGroup、贝克休斯公司、杜邦公司de Nemours以及许多金融股，包括KeyCorp、Fifth Third Bancorp、Regions Financial和Ally Financial Inc.。</blockquote>The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”<blockquote>伯恩斯坦分析师指出，这种价值轮换的背景“与历史上任何时期都非常不同。我们正处于一个非常不同的政策环境中，并且可能正处于通胀制度更大变化的开始。”</blockquote>Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.<blockquote>他们补充说，尽管如此，还是值得对早期的价值轮换进行比较和区分。目前的规模是自2009年以来最大的一次，2009年是从2008年金融危机中反弹。</blockquote>","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>Value stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受青睐，已成为动量股</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\">\nValue stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受青睐，已成为动量股</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-19 11:32\n\n</h4>\n</header>\n<article>\nAs investors continue to&nbsp;rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.<blockquote>Alliance Bernstein分析师在周三发布的一份研究报告中表示，随着投资者继续将投资转向价值行业，市场该角落的股票开始呈现动量因素的特征，这是一种不寻常的组合，对投资者来说是个好兆头。</blockquote>“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.<blockquote>“这是量化和价值投资的圣杯！”伯恩斯坦分析师写道。</blockquote>Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”<blockquote>他们指出，许多投资模型都是“针对价值和动量之间存在一致性的跑赢大盘股票构建的，即针对价格便宜但也具有盈利动量和/或价格动量的跑赢大盘股票。这是一个非常成功的组合。”</blockquote>Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.<blockquote>随着经济从冠状病毒大流行轮动中复苏，投资者目前正在转向被视为在盈利或销售增长方面提供价值的股票，并正在削减因受益于在家工作而大幅上涨的股票的投资。过去一年的趋势。</blockquote>“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.<blockquote>“这是由贸易重新开放和宏观前景改善推动的，并与名义收益率持续上升、收益率曲线陡峭和通胀预期上升直接相关。我们在战术上做多价值，并认为还有更长的路要走，”伯恩斯坦联盟分析师写道。</blockquote>Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials. &nbsp;The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.<blockquote>现在受益的行业——即价值和动力的筛选——包括汽车、银行、能源和材料。能源、材料和金融以及非必需消费品是过去六个月盈利预期增幅最大的行业。这些盈利上调推动了股价表现。</blockquote>Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial&nbsp;and Ally Financial Inc.<blockquote>符合价值和动量筛选标准的特定股票（这意味着它们在账面价和12个月价格动量方面都处于最便宜的五分之一）包括福特汽车公司、PulteGroup、贝克休斯公司、杜邦公司de Nemours以及许多金融股，包括KeyCorp、Fifth Third Bancorp、Regions Financial和Ally Financial Inc.。</blockquote>The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”<blockquote>伯恩斯坦分析师指出，这种价值轮换的背景“与历史上任何时期都非常不同。我们正处于一个非常不同的政策环境中，并且可能正处于通胀制度更大变化的开始。”</blockquote>Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.<blockquote>他们补充说，尽管如此，还是值得对早期的价值轮换进行比较和区分。目前的规模是自2009年以来最大的一次，2009年是从2008年金融危机中反弹。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/value-stocks-are-so-in-favor-theyve-become-momentum-stocks-11616084864?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/value-stocks-are-so-in-favor-theyve-become-momentum-stocks-11616084864?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1138262460","content_text":"As investors continue to rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials.  The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial and Ally Financial Inc.The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1320,"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":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/359339527"}