Andretanyx
2021-12-03
Yeah, Market overreacting again
The omicron panic is overdone. Buy the dips in these stocks, says JPMorgan.<blockquote>奥密克戎恐慌过度了。摩根大通表示，逢低买入这些股票。</blockquote>
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Buy the dips in these stocks, says JPMorgan.<blockquote>奥密克戎恐慌过度了。摩根大通表示，逢低买入这些股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188159513","media":"MarketWatch","summary":"Stock futures are pointing to a rebound, after reports of the first U.S. omicron coronavirus case cl","content":"<p> Stock futures are pointing to a rebound, after reports of the first U.S. omicron coronavirus case clobbered Wall Street in a wild day of trading.</p><p><blockquote>在美国首例奥密克戎冠状病毒病例的报道在疯狂的交易日中重创华尔街后，股指期货有望反弹。</blockquote></p><p> For our <b>call of the day</b>, we’re back at the JPMorgan house, which suggested markets have been overreacting to the new variant. “What if ‘nu’ variant omicron ends up as positive for risk?” strategists asked, concluding that investors should be buying market dips among some key stocks. Note JPM recently released a fairly bullish outlook for stocks in 2022.</p><p><blockquote>对于我们的<b>今日看涨期权</b>，我们回到了摩根大通的房子，这表明市场对新变种反应过度。“如果‘nu’变种奥密克戎最终风险呈阳性怎么办？”策略师问道，并得出结论，投资者应该在市场低点买入一些关键股票。请注意，摩根大通最近发布了对2022年股市相当乐观的展望。</blockquote></p><p> “Over the last several days markets have been in turmoil over the new COVID variant omicron. However, data on omicron is sparse, information contradictory, and some media has been exaggerating risks and highlighting worst case scenarios,” chief global strategist Marko Kolanovic and quant strategist Bram Kaplan wrote in a note to clients.</p><p><blockquote>首席全球策略师Marko Kolanovic和量化策略师Bram Kaplan在给客户的一份报告中写道：“过去几天，市场因新的COVID变种奥密克戎而陷入混乱。然而，奥密克戎上的数据稀少，信息相互矛盾，一些媒体一直在夸大风险并强调最坏的情况。”</blockquote></p><p> They pointed fingers at a “media blitz” on Thanksgiving evening, one of the lowest market liquidity points in a year, that sent growth-sensitive assets crashing. They took issue with a selloff sparked by Moderna’s CEO, who dashed hopes that current vaccines will work against omicron. They argued his comments have been “invalidated by reports from Pfizer, Oxford, the WHO and the Israeli Health Ministry.”</p><p><blockquote>他们将矛头指向感恩节晚上的“媒体闪电战”，这是一年来市场流动性最低点之一，导致对增长敏感的资产崩溃。他们对Moderna首席执行官引发的抛售提出异议，后者粉碎了当前疫苗对奥密克戎病毒有效的希望。他们认为，他的言论“被辉瑞、牛津、世界卫生组织和以色列卫生部的报告无效”。</blockquote></p><p> Kolanovic and Kaplan said their clients are less worried about the variant and more about flight restrictions, which have included barring South African flights, but not European ones, where cases have also been spotted.</p><p><blockquote>科拉诺维奇和卡普兰表示，他们的客户不太担心这种变种，更担心航班限制，其中包括禁止南非航班，但不包括欧洲航班，欧洲航班也发现了病例。</blockquote></p><p> They described assessments of omicron’s potential transmissibility as confusing at best. “In simple terms, when older variants are spreading via breakthrough infections, new variants will always appear to be significantly more transmissible than older ones.” They backed this up with a tweet by biomathemetician Gabriela Gomes.</p><p><blockquote>他们称对奥密克戎潜在传播性的评估充其量是令人困惑的。“简单来说，当旧变种通过突破性感染传播时，新变种似乎总是比旧变种更具传染性。”他们用生物数学家加布里埃拉·戈麦斯的一条推文支持了这一点。</blockquote></p><p> Early reports suggest it may be less deadly, and if confirmed in coming weeks, that could turn omicron into a positive for markets, said the pair. Kolanovic and Kaplan raised the possibility that a less severe and more contagious variant may crowd out more severe variants, potentially speeding up the end of the pandemic and turning it into more of a seasonal flu. That’s amid vaccines and a growing list of treatments to tackle COVID, said the strategists.</p><p><blockquote>两人表示，早期报告表明，这种情况可能不那么致命，如果在未来几周内得到证实，这可能会使奥密克戎对市场产生积极影响。科拉诺维奇和卡普兰提出了一种可能性，即一种不太严重、传染性更强的变种可能会挤出更严重的变种，这可能会加速大流行的结束，并使其更像是一种季节性流感。策略师们表示，这是在疫苗和越来越多的治疗方法来应对新冠病毒的情况下发生的。</blockquote></p><p> “If the market were to anticipate that scenario — omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in COVID and lockdown beneficiaries and rally in reopening themes,” said the team.</p><p><blockquote>该团队表示：“如果市场预见到这种情况，奥密克戎可能会成为收益率曲线陡峭（而不是平坦）、从增长到价值的轮换、新冠疫情和封锁受益者的抛售以及重新开放主题的反弹的催化剂。”</blockquote></p><p> “Also, if that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega. As such, we view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening,” said the bank’s strategists.</p><p><blockquote>“此外，如果这种情况发生，世卫组织可能会跳过两个字母并将其命名为奥密克戎，而不是跳过两个字母并将其命名为欧米茄。因此，我们将这些细分市场最近的抛售视为逢低买入的机会。周期性、大宗商品和重新开放主题，并为更高的债券收益率和陡峭化做好准备，”该银行策略师表示。</blockquote></p><p> Here’s hoping they’re right.</p><p><blockquote>希望他们是对的。</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>The omicron panic is overdone. Buy the dips in these stocks, says JPMorgan.<blockquote>奥密克戎恐慌过度了。摩根大通表示，逢低买入这些股票。</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\">\nThe omicron panic is overdone. Buy the dips in these stocks, says JPMorgan.<blockquote>奥密克戎恐慌过度了。摩根大通表示，逢低买入这些股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-02 21:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Stock futures are pointing to a rebound, after reports of the first U.S. omicron coronavirus case clobbered Wall Street in a wild day of trading.</p><p><blockquote>在美国首例奥密克戎冠状病毒病例的报道在疯狂的交易日中重创华尔街后，股指期货有望反弹。</blockquote></p><p> For our <b>call of the day</b>, we’re back at the JPMorgan house, which suggested markets have been overreacting to the new variant. “What if ‘nu’ variant omicron ends up as positive for risk?” strategists asked, concluding that investors should be buying market dips among some key stocks. Note JPM recently released a fairly bullish outlook for stocks in 2022.</p><p><blockquote>对于我们的<b>今日看涨期权</b>，我们回到了摩根大通的房子，这表明市场对新变种反应过度。“如果‘nu’变种奥密克戎最终风险呈阳性怎么办？”策略师问道，并得出结论，投资者应该在市场低点买入一些关键股票。请注意，摩根大通最近发布了对2022年股市相当乐观的展望。</blockquote></p><p> “Over the last several days markets have been in turmoil over the new COVID variant omicron. However, data on omicron is sparse, information contradictory, and some media has been exaggerating risks and highlighting worst case scenarios,” chief global strategist Marko Kolanovic and quant strategist Bram Kaplan wrote in a note to clients.</p><p><blockquote>首席全球策略师Marko Kolanovic和量化策略师Bram Kaplan在给客户的一份报告中写道：“过去几天，市场因新的COVID变种奥密克戎而陷入混乱。然而，奥密克戎上的数据稀少，信息相互矛盾，一些媒体一直在夸大风险并强调最坏的情况。”</blockquote></p><p> They pointed fingers at a “media blitz” on Thanksgiving evening, one of the lowest market liquidity points in a year, that sent growth-sensitive assets crashing. They took issue with a selloff sparked by Moderna’s CEO, who dashed hopes that current vaccines will work against omicron. They argued his comments have been “invalidated by reports from Pfizer, Oxford, the WHO and the Israeli Health Ministry.”</p><p><blockquote>他们将矛头指向感恩节晚上的“媒体闪电战”，这是一年来市场流动性最低点之一，导致对增长敏感的资产崩溃。他们对Moderna首席执行官引发的抛售提出异议，后者粉碎了当前疫苗对奥密克戎病毒有效的希望。他们认为，他的言论“被辉瑞、牛津、世界卫生组织和以色列卫生部的报告无效”。</blockquote></p><p> Kolanovic and Kaplan said their clients are less worried about the variant and more about flight restrictions, which have included barring South African flights, but not European ones, where cases have also been spotted.</p><p><blockquote>科拉诺维奇和卡普兰表示，他们的客户不太担心这种变种，更担心航班限制，其中包括禁止南非航班，但不包括欧洲航班，欧洲航班也发现了病例。</blockquote></p><p> They described assessments of omicron’s potential transmissibility as confusing at best. “In simple terms, when older variants are spreading via breakthrough infections, new variants will always appear to be significantly more transmissible than older ones.” They backed this up with a tweet by biomathemetician Gabriela Gomes.</p><p><blockquote>他们称对奥密克戎潜在传播性的评估充其量是令人困惑的。“简单来说，当旧变种通过突破性感染传播时，新变种似乎总是比旧变种更具传染性。”他们用生物数学家加布里埃拉·戈麦斯的一条推文支持了这一点。</blockquote></p><p> Early reports suggest it may be less deadly, and if confirmed in coming weeks, that could turn omicron into a positive for markets, said the pair. Kolanovic and Kaplan raised the possibility that a less severe and more contagious variant may crowd out more severe variants, potentially speeding up the end of the pandemic and turning it into more of a seasonal flu. That’s amid vaccines and a growing list of treatments to tackle COVID, said the strategists.</p><p><blockquote>两人表示，早期报告表明，这种情况可能不那么致命，如果在未来几周内得到证实，这可能会使奥密克戎对市场产生积极影响。科拉诺维奇和卡普兰提出了一种可能性，即一种不太严重、传染性更强的变种可能会挤出更严重的变种，这可能会加速大流行的结束，并使其更像是一种季节性流感。策略师们表示，这是在疫苗和越来越多的治疗方法来应对新冠病毒的情况下发生的。</blockquote></p><p> “If the market were to anticipate that scenario — omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in COVID and lockdown beneficiaries and rally in reopening themes,” said the team.</p><p><blockquote>该团队表示：“如果市场预见到这种情况，奥密克戎可能会成为收益率曲线陡峭（而不是平坦）、从增长到价值的轮换、新冠疫情和封锁受益者的抛售以及重新开放主题的反弹的催化剂。”</blockquote></p><p> “Also, if that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega. As such, we view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening,” said the bank’s strategists.</p><p><blockquote>“此外，如果这种情况发生，世卫组织可能会跳过两个字母并将其命名为奥密克戎，而不是跳过两个字母并将其命名为欧米茄。因此，我们将这些细分市场最近的抛售视为逢低买入的机会。周期性、大宗商品和重新开放主题，并为更高的债券收益率和陡峭化做好准备，”该银行策略师表示。</blockquote></p><p> Here’s hoping they’re right.</p><p><blockquote>希望他们是对的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-omicron-panic-is-overdone-buy-the-dips-in-these-stocks-says-jpmorgan-11638447971?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":{"BK4155":"大卖场与超市","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","WMT":"沃尔玛","BK4501":"段永平概念","BK4548":"巴美列捷福持仓","BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4076":"电脑与电子产品零售","BK4559":"巴菲特持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4504":"桥水持仓","BK4566":"资本集团","BK4555":"新能源车","AAPL":"苹果","GME":"游戏驿站","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4554":"元宇宙及AR概念","TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/the-omicron-panic-is-overdone-buy-the-dips-in-these-stocks-says-jpmorgan-11638447971?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188159513","content_text":"Stock futures are pointing to a rebound, after reports of the first U.S. omicron coronavirus case clobbered Wall Street in a wild day of trading.\nFor our call of the day, we’re back at the JPMorgan house, which suggested markets have been overreacting to the new variant. “What if ‘nu’ variant omicron ends up as positive for risk?” strategists asked, concluding that investors should be buying market dips among some key stocks. Note JPM recently released a fairly bullish outlook for stocks in 2022.\n“Over the last several days markets have been in turmoil over the new COVID variant omicron. However, data on omicron is sparse, information contradictory, and some media has been exaggerating risks and highlighting worst case scenarios,” chief global strategist Marko Kolanovic and quant strategist Bram Kaplan wrote in a note to clients.\nThey pointed fingers at a “media blitz” on Thanksgiving evening, one of the lowest market liquidity points in a year, that sent growth-sensitive assets crashing. They took issue with a selloff sparked by Moderna’s CEO, who dashed hopes that current vaccines will work against omicron. They argued his comments have been “invalidated by reports from Pfizer, Oxford, the WHO and the Israeli Health Ministry.”\nKolanovic and Kaplan said their clients are less worried about the variant and more about flight restrictions, which have included barring South African flights, but not European ones, where cases have also been spotted.\nThey described assessments of omicron’s potential transmissibility as confusing at best. “In simple terms, when older variants are spreading via breakthrough infections, new variants will always appear to be significantly more transmissible than older ones.” They backed this up with a tweet by biomathemetician Gabriela Gomes.\nEarly reports suggest it may be less deadly, and if confirmed in coming weeks, that could turn omicron into a positive for markets, said the pair. Kolanovic and Kaplan raised the possibility that a less severe and more contagious variant may crowd out more severe variants, potentially speeding up the end of the pandemic and turning it into more of a seasonal flu. That’s amid vaccines and a growing list of treatments to tackle COVID, said the strategists.\n“If the market were to anticipate that scenario — omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in COVID and lockdown beneficiaries and rally in reopening themes,” said the team.\n“Also, if that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega. As such, we view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening,” said the bank’s strategists.\nHere’s hoping they’re right.","news_type":1,"symbols_score_info":{"AAPL":0.9,"WE":0.9,"TSLA":0.9,"GME":0.9,"END":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2600,"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":28,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/601055888"}
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