Tech under_老虎社区_美港股上老虎

2022-01-21

Tech under pressures... tough for this year

Tech stocks are set for more pain as the Fed hikes interest rates harder than investors anticipate, JPMorgan strategist says<blockquote>摩根大通策略师表示，随着美联储加息力度超出投资者预期，科技股将面临更多痛苦</blockquote>

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":630174231,"tweetId":"630174231","gmtCreate":1642758543096,"gmtModify":1642758939292,"author":{"id":3571122265542784,"idStr":"3571122265542784","authorId":3571122265542784,"authorIdStr":"3571122265542784","name":"Derrick3388","avatar":"https://static.tigerbbs.com/fdb5ce05320a1a446ab0d788b0368648","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":83,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Tech under pressures... tough for this year</body></html>","htmlText":"<html><head></head><body>Tech under pressures... tough for this year</body></html>","text":"Tech under pressures... tough for this year","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/630174231","repostId":1109088058,"repostType":4,"repost":{"id":"1109088058","kind":"news","pubTimestamp":1642755128,"share":"https://www.laohu8.com/m/news/1109088058?lang=zh_CN&edition=full","pubTime":"2022-01-21 16:52","market":"us","language":"en","title":"Tech stocks are set for more pain as the Fed hikes interest rates harder than investors anticipate, JPMorgan strategist says<blockquote>摩根大通策略师表示，随着美联储加息力度超出投资者预期，科技股将面临更多痛苦</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109088058","media":"Business Insider","summary":"Tech stocks are likely to stay under pressure as investors continue to shift to value, a JPMorgan st","content":"<html><head></head><body><ul><li>Tech stocks are likely to stay under pressure as investors continue to shift to value, a JPMorgan strategist said.</li><li>Hugh Gimber said interest rates will rise higher than the market thinks, putting upward pressure on bond yields.</li><li>&#34;You&#39;re likely to see quite a different stock-market leadership to the one that&#39;s been so familiar over the past decade,&#34; he said.</li></ul><img src=\"https://static.tigerbbs.com/ef75458c66a38854a866b69cbc5617b2\" tg-width=\"1300\" tg-height=\"650\" width=\"100%\" height=\"auto\"/>The tech-heavy Nasdaq index has fallen sharply in 2022 so far. VIEW press/Getty Images<blockquote><html><head></head><body><ul><li>摩根大通策略师表示，随着投资者继续转向价值股，科技股可能会继续承压。</li><li>Hugh Gimber表示，利率涨幅将高于市场预期，给债券收益率带来上行压力。</li><li>“你可能会看到与过去十年如此熟悉的股市领导力截然不同的股市领导力，”他说。</li></ul>到目前为止，以科技股为主的纳斯达克指数在2022年大幅下跌。查看新闻/盖蒂图片社</body></html></blockquote>Tech stocks are set to stay under pressure as the Federal Reserve raises interest rates much further than investors currently expect, according to a JPMorgan strategist.<blockquote>摩根大通策略师表示，由于美联储加息幅度远超投资者目前预期，科技股将继续承压。</blockquote>Higher interest rates will further push up bond yields, and &#34;equities will continue to take their cues from the bond market,&#34; Hugh Gimber, global market strategist at JPMorgan Asset Management, told Insider.<blockquote>摩根大通资产管理公司全球市场策略师休·金伯(Hugh Gimber)告诉Insider，利率上升将进一步推高债券收益率，“股市将继续从债券市场获得线索”。</blockquote>The strategist said he&#39;s optimistic about stocks overall, but said more economically sensitive sectors such as energy and finance will do better than growth-oriented sectors such as tech.<blockquote>这位策略师表示，他对股市总体持乐观态度，但表示能源和金融等对经济更敏感的板块将比科技等成长型板块表现更好。</blockquote>&#34;You&#39;re likely to see quite a different stock-market leadership to the one that&#39;s been so familiar over the past decade,&#34; Gimber said in a recent interview.<blockquote>金伯在最近的一次采访中表示：“你可能会看到与过去十年如此熟悉的股市领导力截然不同的股市领导力。”</blockquote>Stocks have dropped sharply in 2022 as bond yields have shot higher in anticipation of the Federal Reserve raising interest rates. Tech stocks have borne the brunt of the pain, as higher bond yields make their often far-off future earnings look less attractive.<blockquote>由于美联储加息预期导致债券收益率飙升，2022年股市大幅下跌。科技股首当其冲，因为债券收益率上升使其往往遥远的未来收益看起来不那么有吸引力。</blockquote>Investors have pivoted to so-called value stocks such as banks, whose health is more closely tied to the economy. These were unloved during the pandemic, but now look set to benefit from higher interest rates, continued growth and inflation.<blockquote>投资者已经转向银行等所谓的价值股，这些股票的健康状况与经济关系更加密切。这些在大流行期间不受欢迎，但现在看起来将受益于更高的利率、持续增长和通货膨胀。</blockquote>The Russell 1000 growth index has tumbled 8.83% so far this year, according to Bloomberg data, while the Russell 1000 value index has fallen just 1.47%. That compares to a drop in the benchmark S&amp;P 500 of more than 5%.<blockquote>彭博社数据显示，罗素1000增长指数今年迄今已下跌8.83%，而罗素1000价值指数仅下跌1.47%。相比之下，基准标普500下降了5%以上。</blockquote>Traders expect a total off our Fed interest-rate hikes in 2022. Goldman Sachs said last week that markets are expecting the cycle to end in late 2023 or in early 2024, with rates at around 1.6%, although traders&#39; views are rapidly changing.<blockquote>交易员预计美联储将在2022年加息。高盛上周表示，市场预计该周期将于2023年底或2024年初结束，利率将在1.6%左右，尽管交易员的观点正在迅速改变。</blockquote>But Gimber said he expects the Fed to go much further than that over the coming years, as it realizes that the economy can withstand higher borrowing costs. He expects the &#34;terminal,&#34; or peak, rate to be somewhere around 2% or 2.5%, although he did not specify when it would be reached.<blockquote>但Gimber表示，他预计美联储在未来几年将走得更远，因为它意识到经济可以承受更高的借贷成本。他预计“终端”或峰值利率约为2%或2.5%，但他没有具体说明何时达到。</blockquote>The realization among investors that rates are set to go higher than previously expected will add to the upward pressure on bond yields, Gimber said. That will encourage the &#34;rotation&#34; towards more economically-sensitive companies in stock markets.<blockquote>金伯表示，投资者意识到利率将高于此前预期，这将增加债券收益率的上行压力。这将鼓励股市向对经济更敏感的公司“轮换”。</blockquote>He said that, over the next year, companies that can raise prices and which can produce strong results will fare best, as inflation is expected to stay high.<blockquote>他表示，明年，能够提高价格并能够产生强劲业绩的公司将表现最好，因为预计通胀将保持在高位。</blockquote>&#34;Clearly within tech, there&#39;s going to be a big divergence in the performance of the strong-earning tech names versus the more speculative parts of the tech sector,&#34; he said.<blockquote>他表示：“显然，在科技领域，盈利强劲的科技公司与科技行业投机性较强的公司的表现将存在很大差异。”</blockquote>&#34;You think about the banks, you think energy, you think industrials, as those sectors that tend to be more resilient to higher yields,&#34; Gimber said. &#34;It&#39;s the very growthy parts of the market that are seeing a much larger valuation drag.&#34;<blockquote>金伯表示：“你会想到银行、能源、工业，这些行业往往对较高的收益率更具弹性。”“市场中增长非常快的部分受到了更大的估值拖累。”</blockquote></body></html><blockquote></blockquote>","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>Tech stocks are set for more pain as the Fed hikes interest rates harder than investors anticipate, JPMorgan strategist says<blockquote>摩根大通策略师表示，随着美联储加息力度超出投资者预期，科技股将面临更多痛苦</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\">\nTech stocks are set for more pain as the Fed hikes interest rates harder than investors anticipate, JPMorgan strategist says<blockquote>摩根大通策略师表示，随着美联储加息力度超出投资者预期，科技股将面临更多痛苦</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBusiness Insider2022-01-21 16:52\n\n</h4>\n</header>\n<article>\n<html><head></head><body><ul><li>Tech stocks are likely to stay under pressure as investors continue to shift to value, a JPMorgan strategist said.</li><li>Hugh Gimber said interest rates will rise higher than the market thinks, putting upward pressure on bond yields.</li><li>&#34;You&#39;re likely to see quite a different stock-market leadership to the one that&#39;s been so familiar over the past decade,&#34; he said.</li></ul><img src=\"https://static.tigerbbs.com/ef75458c66a38854a866b69cbc5617b2\" tg-width=\"1300\" tg-height=\"650\" width=\"100%\" height=\"auto\"/>The tech-heavy Nasdaq index has fallen sharply in 2022 so far. VIEW press/Getty Images<blockquote><html><head></head><body><ul><li>摩根大通策略师表示，随着投资者继续转向价值股，科技股可能会继续承压。</li><li>Hugh Gimber表示，利率涨幅将高于市场预期，给债券收益率带来上行压力。</li><li>“你可能会看到与过去十年如此熟悉的股市领导力截然不同的股市领导力，”他说。</li></ul>到目前为止，以科技股为主的纳斯达克指数在2022年大幅下跌。查看新闻/盖蒂图片社</body></html></blockquote>Tech stocks are set to stay under pressure as the Federal Reserve raises interest rates much further than investors currently expect, according to a JPMorgan strategist.<blockquote>摩根大通策略师表示，由于美联储加息幅度远超投资者目前预期，科技股将继续承压。</blockquote>Higher interest rates will further push up bond yields, and &#34;equities will continue to take their cues from the bond market,&#34; Hugh Gimber, global market strategist at JPMorgan Asset Management, told Insider.<blockquote>摩根大通资产管理公司全球市场策略师休·金伯(Hugh Gimber)告诉Insider，利率上升将进一步推高债券收益率，“股市将继续从债券市场获得线索”。</blockquote>The strategist said he&#39;s optimistic about stocks overall, but said more economically sensitive sectors such as energy and finance will do better than growth-oriented sectors such as tech.<blockquote>这位策略师表示，他对股市总体持乐观态度，但表示能源和金融等对经济更敏感的板块将比科技等成长型板块表现更好。</blockquote>&#34;You&#39;re likely to see quite a different stock-market leadership to the one that&#39;s been so familiar over the past decade,&#34; Gimber said in a recent interview.<blockquote>金伯在最近的一次采访中表示：“你可能会看到与过去十年如此熟悉的股市领导力截然不同的股市领导力。”</blockquote>Stocks have dropped sharply in 2022 as bond yields have shot higher in anticipation of the Federal Reserve raising interest rates. Tech stocks have borne the brunt of the pain, as higher bond yields make their often far-off future earnings look less attractive.<blockquote>由于美联储加息预期导致债券收益率飙升，2022年股市大幅下跌。科技股首当其冲，因为债券收益率上升使其往往遥远的未来收益看起来不那么有吸引力。</blockquote>Investors have pivoted to so-called value stocks such as banks, whose health is more closely tied to the economy. These were unloved during the pandemic, but now look set to benefit from higher interest rates, continued growth and inflation.<blockquote>投资者已经转向银行等所谓的价值股，这些股票的健康状况与经济关系更加密切。这些在大流行期间不受欢迎，但现在看起来将受益于更高的利率、持续增长和通货膨胀。</blockquote>The Russell 1000 growth index has tumbled 8.83% so far this year, according to Bloomberg data, while the Russell 1000 value index has fallen just 1.47%. That compares to a drop in the benchmark S&amp;P 500 of more than 5%.<blockquote>彭博社数据显示，罗素1000增长指数今年迄今已下跌8.83%，而罗素1000价值指数仅下跌1.47%。相比之下，基准标普500下降了5%以上。</blockquote>Traders expect a total off our Fed interest-rate hikes in 2022. Goldman Sachs said last week that markets are expecting the cycle to end in late 2023 or in early 2024, with rates at around 1.6%, although traders&#39; views are rapidly changing.<blockquote>交易员预计美联储将在2022年加息。高盛上周表示，市场预计该周期将于2023年底或2024年初结束，利率将在1.6%左右，尽管交易员的观点正在迅速改变。</blockquote>But Gimber said he expects the Fed to go much further than that over the coming years, as it realizes that the economy can withstand higher borrowing costs. He expects the &#34;terminal,&#34; or peak, rate to be somewhere around 2% or 2.5%, although he did not specify when it would be reached.<blockquote>但Gimber表示，他预计美联储在未来几年将走得更远，因为它意识到经济可以承受更高的借贷成本。他预计“终端”或峰值利率约为2%或2.5%，但他没有具体说明何时达到。</blockquote>The realization among investors that rates are set to go higher than previously expected will add to the upward pressure on bond yields, Gimber said. That will encourage the &#34;rotation&#34; towards more economically-sensitive companies in stock markets.<blockquote>金伯表示，投资者意识到利率将高于此前预期，这将增加债券收益率的上行压力。这将鼓励股市向对经济更敏感的公司“轮换”。</blockquote>He said that, over the next year, companies that can raise prices and which can produce strong results will fare best, as inflation is expected to stay high.<blockquote>他表示，明年，能够提高价格并能够产生强劲业绩的公司将表现最好，因为预计通胀将保持在高位。</blockquote>&#34;Clearly within tech, there&#39;s going to be a big divergence in the performance of the strong-earning tech names versus the more speculative parts of the tech sector,&#34; he said.<blockquote>他表示：“显然，在科技领域，盈利强劲的科技公司与科技行业投机性较强的公司的表现将存在很大差异。”</blockquote>&#34;You think about the banks, you think energy, you think industrials, as those sectors that tend to be more resilient to higher yields,&#34; Gimber said. &#34;It&#39;s the very growthy parts of the market that are seeing a much larger valuation drag.&#34;<blockquote>金伯表示：“你会想到银行、能源、工业，这些行业往往对较高的收益率更具弹性。”“市场中增长非常快的部分受到了更大的估值拖累。”</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/tech-stocks-outlook-us-equities-fed-interest-rates-jpmorgan-2022-1\">Business Insider</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":{"AAPL":"苹果","GOOG":"谷歌","AMZN":"亚马逊","NVDA":"英伟达","GOOGL":"谷歌A","MSFT":"微软","TSLA":"特斯拉","FB":"ProShares S&P 500 Dynamic Buffer ETF"},"source_url":"https://markets.businessinsider.com/news/stocks/tech-stocks-outlook-us-equities-fed-interest-rates-jpmorgan-2022-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109088058","content_text":"Tech stocks are likely to stay under pressure as investors continue to shift to value, a JPMorgan strategist said.Hugh Gimber said interest rates will rise higher than the market thinks, putting upward pressure on bond yields.\"You're likely to see quite a different stock-market leadership to the one that's been so familiar over the past decade,\" he said.The tech-heavy Nasdaq index has fallen sharply in 2022 so far. VIEW press/Getty ImagesTech stocks are set to stay under pressure as the Federal Reserve raises interest rates much further than investors currently expect, according to a JPMorgan strategist.Higher interest rates will further push up bond yields, and \"equities will continue to take their cues from the bond market,\" Hugh Gimber, global market strategist at JPMorgan Asset Management, told Insider.The strategist said he's optimistic about stocks overall, but said more economically sensitive sectors such as energy and finance will do better than growth-oriented sectors such as tech.\"You're likely to see quite a different stock-market leadership to the one that's been so familiar over the past decade,\" Gimber said in a recent interview.Stocks have dropped sharply in 2022 as bond yields have shot higher in anticipation of the Federal Reserve raising interest rates. Tech stocks have borne the brunt of the pain, as higher bond yields make their often far-off future earnings look less attractive.Investors have pivoted to so-called value stocks such as banks, whose health is more closely tied to the economy. These were unloved during the pandemic, but now look set to benefit from higher interest rates, continued growth and inflation.The Russell 1000 growth index has tumbled 8.83% so far this year, according to Bloomberg data, while the Russell 1000 value index has fallen just 1.47%. That compares to a drop in the benchmark S&P 500 of more than 5%.Traders expect a total off our Fed interest-rate hikes in 2022. Goldman Sachs said last week that markets are expecting the cycle to end in late 2023 or in early 2024, with rates at around 1.6%, although traders' views are rapidly changing.But Gimber said he expects the Fed to go much further than that over the coming years, as it realizes that the economy can withstand higher borrowing costs. He expects the \"terminal,\" or peak, rate to be somewhere around 2% or 2.5%, although he did not specify when it would be reached.The realization among investors that rates are set to go higher than previously expected will add to the upward pressure on bond yields, Gimber said. That will encourage the \"rotation\" towards more economically-sensitive companies in stock markets.He said that, over the next year, companies that can raise prices and which can produce strong results will fare best, as inflation is expected to stay high.\"Clearly within tech, there's going to be a big divergence in the performance of the strong-earning tech names versus the more speculative parts of the tech sector,\" he said.\"You think about the banks, you think energy, you think industrials, as those sectors that tend to be more resilient to higher yields,\" Gimber said. \"It's the very growthy parts of the market that are seeing a much larger valuation drag.\"","news_type":1,"symbols_score_info":{"AAPL":0.9,"FB":0.9,"AMZN":0.9,"NVDA":0.9,"GOOGL":0.9,"GOOG":0.9,"TSLA":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2790,"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":37,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630174231"}