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2021-12-13
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A dot-com style unwind of big tech stocks is coming on the heels of a Fed rate hike,Bank of America says<blockquote>美国银行表示，美联储加息后，大型科技股将出现互联网式的抛售</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":604148260,"tweetId":"604148260","gmtCreate":1639362902648,"gmtModify":1639362903029,"author":{"id":3580638845558081,"idStr":"3580638845558081","authorId":3580638845558081,"authorIdStr":"3580638845558081","name":"在於我們是","avatar":"https://static.tigerbbs.com/400933d41d715fa2dc89a42f82e63f64","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":32,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Please like <span>[Smile] </span></p></body></html>","htmlText":"<html><head></head><body><p>Please like <span>[Smile] </span></p></body></html>","text":"Please like [Smile]","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/604148260","repostId":1191860151,"repostType":4,"repost":{"id":"1191860151","kind":"news","pubTimestamp":1639362574,"share":"https://www.laohu8.com/m/news/1191860151?lang=zh_CN&edition=full","pubTime":"2021-12-13 10:29","market":"us","language":"en","title":"A dot-com style unwind of big tech stocks is coming on the heels of a Fed rate hike,Bank of America says<blockquote>美国银行表示，美联储加息后，大型科技股将出现互联网式的抛售</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191860151","media":"Business Insider","summary":"Investors should sell the rally in stocks ahead of upcoming Fed interest rate hikes, Bank of America","content":"<p><ul> <li><b>Investors should sell the rally in stocks ahead of upcoming Fed interest rate hikes, Bank of America said in a Friday note.</b></li> <li><b>BofA's Michael Hartnett expects the Fed to raise interest rates by 0.50% in March 2022, ahead of consensus.</b></li> <li><b>The bank also highlighted the striking similarity between the unwind in tech during the 2000 dot-com bubble and today.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2edd66bc9c0b6602bb6074f9f156cf8d\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Traders work on the floor of the New York Stock Exchange (NYSE)</span></p><p><blockquote><ul><li><b>美国银行在周五的一份报告中表示，投资者应该在美联储即将加息之前抛售股市的涨势。</b></li><li><b>美国银行的Michael Hartnett预计美联储将在2022年3月加息0.50%，领先于共识。</b></li><li><b>该银行还强调了2000年互联网泡沫期间科技股的放松与今天的惊人相似之处。</b></li></ul><p class=\"t-img-caption\"><span>交易员在纽约证券交易所(NYSE)的交易大厅工作</span></p></blockquote></p><p> The stock market's recovery rally over the past week represents an opportunity for investors to sell ahead of an upcoming Fed interest rate \"shock,\"Bank of America's Michael Hartnett said in a Friday note.</p><p><blockquote>美国银行的Michael Hartnett在周五的一份报告中表示，过去一周股市的复苏反弹为投资者在即将到来的美联储利率“冲击”之前卖出提供了机会。</blockquote></p><p> Hartnett recommends investors \"sell the rip\" rather than \"buy the dip\" in stocks as interest rate hikes are about to rock Wall Street, and amid a strikingly similar unwind in tech stocks compared to the dot-com bubble in 2000.</p><p><blockquote>Hartnett建议投资者“逢高卖出”而不是“逢低买入”股票，因为加息即将震撼华尔街，而且与2000年的互联网泡沫相比，科技股的下跌幅度惊人地相似。</blockquote></p><p> According to Hartnett, the Fed could, and should, begin to hike interest rates at its December meeting next week. If they don't, the market will price in a 0.50% interest rate hike in March 2022 because of a \"red hot labor market,\" Hartnett said, pointing to Thursday's jobless claims data hitting its lowest level since 1969.</p><p><blockquote>Hartnett表示，美联储可以也应该在下周的12月会议上开始加息。Hartnett表示，如果他们不这样做，市场将消化2022年3月加息0.50%的价格，因为“劳动力市场火热”，并指出周四的初请失业金数据触及1969年以来的最低水平。</blockquote></p><p> If Hartnett's Fed rate hike expectations pan out, that would likely be a shock to Wall Street, with most market participants expecting the Fed to start with a 0.25% rate hike in the second half of 2022. \"The lead indicator (yield curve) all say 'Fed coming', but investment grade bonds and FAANG do not,\" Hartnett said.</p><p><blockquote>如果Hartnett的美联储加息预期成功，这可能会让华尔街感到震惊，大多数市场参与者预计美联储将在2022年下半年加息0.25%。Hartnett表示：“领先指标（收益率曲线）都显示‘美联储即将到来’，但投资级债券和FAANG却没有。”</blockquote></p><p> Hartnett is referring to the mega-cap tech complex, which consists of five stocks driving 64% of the Nasdaq's 23% year-to-date gain. Those five stocks are Microsoft,Alphabet,Apple,Nvidia, and Tesla.</p><p><blockquote>Hartnett指的是大型科技股，该股由五只股票组成，推动了纳斯达克今年迄今23%涨幅的64%。这五只股票是微软、Alphabet、苹果、英伟达和特斯拉。</blockquote></p><p> \"The bubble in speculative froth has popped,\" Hartnett said, highlighting that the ongoing breakdown in Ark Invest's Disruptive Innovation fund is closely tracking the descent of Invesco during the 2000 dot-com unwind. Ark's Cathie Wood defended her fund's investment strategy this week and estimates big gains ahead.</p><p><blockquote>Hartnett表示：“投机泡沫的泡沫已经破裂。”他强调，Ark Invest颠覆性创新基金的持续崩溃与景顺在2000年互联网公司倒闭期间的下跌密切相关。Ark的凯西·伍德(Cathie Wood)本周为其基金的投资策略进行了辩护，并预计未来将大幅上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1efeef1560945277e8f3d6c47cabaec4\" tg-width=\"790\" tg-height=\"436\" width=\"100%\" height=\"auto\"><span>Bank of America</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国银行</span></p></blockquote></p><p> Finally, investors shouldn't get too excited about short-term rallies in the stock market after big sell-offs, as they tend to serve as head fakes to bullish investors during a declining market. According to Hartnett's analysis, the Nasdaq staged 11 \"dead cat bounces\" with rallies as high as 45% between April 2000 and August 2002, well before the stock market bottomed in October 2002.</p><p><blockquote>最后，投资者不应该对股市大幅抛售后的短期反弹过于兴奋，因为在市场下跌期间，它们往往会成为看涨投资者的假货。根据Hartnett的分析，纳斯达克在2000年4月至2002年8月期间上演了11次“死猫反弹”，涨幅高达45%，远在2002年10月股市触底之前。</blockquote></p><p> Since the Nasdaq fell about 5% in late November, it has since rallied as much as 4.5% before continuing slightly lower, representing a dead cat bounce if it doesn't hit record highs in the near future.</p><p><blockquote>自11月底纳斯达克下跌约5%以来，此后上涨了4.5%，然后继续小幅走低，如果近期不创下历史新高，则代表着死猫反弹。</blockquote></p><p></p>","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>A dot-com style unwind of big tech stocks is coming on the heels of a Fed rate hike,Bank of America says<blockquote>美国银行表示，美联储加息后，大型科技股将出现互联网式的抛售</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\">\nA dot-com style unwind of big tech stocks is coming on the heels of a Fed rate hike,Bank of America says<blockquote>美国银行表示，美联储加息后，大型科技股将出现互联网式的抛售</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Business Insider</strong><span class=\"h-time small\">2021-12-13 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li><b>Investors should sell the rally in stocks ahead of upcoming Fed interest rate hikes, Bank of America said in a Friday note.</b></li> <li><b>BofA's Michael Hartnett expects the Fed to raise interest rates by 0.50% in March 2022, ahead of consensus.</b></li> <li><b>The bank also highlighted the striking similarity between the unwind in tech during the 2000 dot-com bubble and today.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2edd66bc9c0b6602bb6074f9f156cf8d\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Traders work on the floor of the New York Stock Exchange (NYSE)</span></p><p><blockquote><ul><li><b>美国银行在周五的一份报告中表示，投资者应该在美联储即将加息之前抛售股市的涨势。</b></li><li><b>美国银行的Michael Hartnett预计美联储将在2022年3月加息0.50%，领先于共识。</b></li><li><b>该银行还强调了2000年互联网泡沫期间科技股的放松与今天的惊人相似之处。</b></li></ul><p class=\"t-img-caption\"><span>交易员在纽约证券交易所(NYSE)的交易大厅工作</span></p></blockquote></p><p> The stock market's recovery rally over the past week represents an opportunity for investors to sell ahead of an upcoming Fed interest rate \"shock,\"Bank of America's Michael Hartnett said in a Friday note.</p><p><blockquote>美国银行的Michael Hartnett在周五的一份报告中表示，过去一周股市的复苏反弹为投资者在即将到来的美联储利率“冲击”之前卖出提供了机会。</blockquote></p><p> Hartnett recommends investors \"sell the rip\" rather than \"buy the dip\" in stocks as interest rate hikes are about to rock Wall Street, and amid a strikingly similar unwind in tech stocks compared to the dot-com bubble in 2000.</p><p><blockquote>Hartnett建议投资者“逢高卖出”而不是“逢低买入”股票，因为加息即将震撼华尔街，而且与2000年的互联网泡沫相比，科技股的下跌幅度惊人地相似。</blockquote></p><p> According to Hartnett, the Fed could, and should, begin to hike interest rates at its December meeting next week. If they don't, the market will price in a 0.50% interest rate hike in March 2022 because of a \"red hot labor market,\" Hartnett said, pointing to Thursday's jobless claims data hitting its lowest level since 1969.</p><p><blockquote>Hartnett表示，美联储可以也应该在下周的12月会议上开始加息。Hartnett表示，如果他们不这样做，市场将消化2022年3月加息0.50%的价格，因为“劳动力市场火热”，并指出周四的初请失业金数据触及1969年以来的最低水平。</blockquote></p><p> If Hartnett's Fed rate hike expectations pan out, that would likely be a shock to Wall Street, with most market participants expecting the Fed to start with a 0.25% rate hike in the second half of 2022. \"The lead indicator (yield curve) all say 'Fed coming', but investment grade bonds and FAANG do not,\" Hartnett said.</p><p><blockquote>如果Hartnett的美联储加息预期成功，这可能会让华尔街感到震惊，大多数市场参与者预计美联储将在2022年下半年加息0.25%。Hartnett表示：“领先指标（收益率曲线）都显示‘美联储即将到来’，但投资级债券和FAANG却没有。”</blockquote></p><p> Hartnett is referring to the mega-cap tech complex, which consists of five stocks driving 64% of the Nasdaq's 23% year-to-date gain. Those five stocks are Microsoft,Alphabet,Apple,Nvidia, and Tesla.</p><p><blockquote>Hartnett指的是大型科技股，该股由五只股票组成，推动了纳斯达克今年迄今23%涨幅的64%。这五只股票是微软、Alphabet、苹果、英伟达和特斯拉。</blockquote></p><p> \"The bubble in speculative froth has popped,\" Hartnett said, highlighting that the ongoing breakdown in Ark Invest's Disruptive Innovation fund is closely tracking the descent of Invesco during the 2000 dot-com unwind. Ark's Cathie Wood defended her fund's investment strategy this week and estimates big gains ahead.</p><p><blockquote>Hartnett表示：“投机泡沫的泡沫已经破裂。”他强调，Ark Invest颠覆性创新基金的持续崩溃与景顺在2000年互联网公司倒闭期间的下跌密切相关。Ark的凯西·伍德(Cathie Wood)本周为其基金的投资策略进行了辩护，并预计未来将大幅上涨。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1efeef1560945277e8f3d6c47cabaec4\" tg-width=\"790\" tg-height=\"436\" width=\"100%\" height=\"auto\"><span>Bank of America</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国银行</span></p></blockquote></p><p> Finally, investors shouldn't get too excited about short-term rallies in the stock market after big sell-offs, as they tend to serve as head fakes to bullish investors during a declining market. According to Hartnett's analysis, the Nasdaq staged 11 \"dead cat bounces\" with rallies as high as 45% between April 2000 and August 2002, well before the stock market bottomed in October 2002.</p><p><blockquote>最后，投资者不应该对股市大幅抛售后的短期反弹过于兴奋，因为在市场下跌期间，它们往往会成为看涨投资者的假货。根据Hartnett的分析，纳斯达克在2000年4月至2002年8月期间上演了11次“死猫反弹”，涨幅高达45%，远在2002年10月股市触底之前。</blockquote></p><p> Since the Nasdaq fell about 5% in late November, it has since rallied as much as 4.5% before continuing slightly lower, representing a dead cat bounce if it doesn't hit record highs in the near future.</p><p><blockquote>自11月底纳斯达克下跌约5%以来，此后上涨了4.5%，然后继续小幅走低，如果近期不创下历史新高，则代表着死猫反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-sell-dot-com-bubble-unwind-rate-hikes-2021-12\">Business Insider</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-sell-dot-com-bubble-unwind-rate-hikes-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191860151","content_text":"Investors should sell the rally in stocks ahead of upcoming Fed interest rate hikes, Bank of America said in a Friday note.\nBofA's Michael Hartnett expects the Fed to raise interest rates by 0.50% in March 2022, ahead of consensus.\nThe bank also highlighted the striking similarity between the unwind in tech during the 2000 dot-com bubble and today.\n\nTraders work on the floor of the New York Stock Exchange (NYSE)\nThe stock market's recovery rally over the past week represents an opportunity for investors to sell ahead of an upcoming Fed interest rate \"shock,\"Bank of America's Michael Hartnett said in a Friday note.\nHartnett recommends investors \"sell the rip\" rather than \"buy the dip\" in stocks as interest rate hikes are about to rock Wall Street, and amid a strikingly similar unwind in tech stocks compared to the dot-com bubble in 2000.\nAccording to Hartnett, the Fed could, and should, begin to hike interest rates at its December meeting next week. If they don't, the market will price in a 0.50% interest rate hike in March 2022 because of a \"red hot labor market,\" Hartnett said, pointing to Thursday's jobless claims data hitting its lowest level since 1969.\nIf Hartnett's Fed rate hike expectations pan out, that would likely be a shock to Wall Street, with most market participants expecting the Fed to start with a 0.25% rate hike in the second half of 2022. \"The lead indicator (yield curve) all say 'Fed coming', but investment grade bonds and FAANG do not,\" Hartnett said.\nHartnett is referring to the mega-cap tech complex, which consists of five stocks driving 64% of the Nasdaq's 23% year-to-date gain. Those five stocks are Microsoft,Alphabet,Apple,Nvidia, and Tesla.\n\"The bubble in speculative froth has popped,\" Hartnett said, highlighting that the ongoing breakdown in Ark Invest's Disruptive Innovation fund is closely tracking the descent of Invesco during the 2000 dot-com unwind. Ark's Cathie Wood defended her fund's investment strategy this week and estimates big gains ahead.\nBank of America\nFinally, investors shouldn't get too excited about short-term rallies in the stock market after big sell-offs, as they tend to serve as head fakes to bullish investors during a declining market. According to Hartnett's analysis, the Nasdaq staged 11 \"dead cat bounces\" with rallies as high as 45% between April 2000 and August 2002, well before the stock market bottomed in October 2002.\nSince the Nasdaq fell about 5% in late November, it has since rallied as much as 4.5% before continuing slightly lower, representing a dead cat bounce if it doesn't hit record highs in the near future.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2441,"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":17,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/604148260"}
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