Lim888
2021-08-29
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Financial stocks overtake tech as the big buyback sector, BofA says: At the Open<blockquote>美国银行表示，金融股取代科技股成为大型回购板块：开盘时</blockquote>
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Financials were on top with the sixth-largest inflows on record. <a href=\"https://laohu8.com/S/XLK\">Technology Select Sector SPDR Fund</a> (NYSEARCA:XLK), <a href=\"https://laohu8.com/S/XLV\">Health Care Select Sector SPDR Fund</a> (NYSEARCA:XLV), Consumer Discretionary(NYSEARCA:XLY)and Consumer Staples(NYSEARCA:XLP)had net selling.</li> <li>Excluding buybacks, <a href=\"https://laohu8.com/S/XLC\">The Communication Services Select Sector SPDR Fund</a> (NYSEARCA:XLC), <a href=\"https://laohu8.com/S/XLB\">Materials Select Sector SPDR Fund</a> (NYSEARCA:XLB) and <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a> (NYSEARCA:XLE) led inflows.</li> <li>This morning, Dick's Sporting Goods raised its buyback program to $400M, along with issuing a special dividend.</li> </ul> <img src=\"https://static.tigerbbs.com/495aa835fe40772fc3166c1b29b2e32c\" tg-width=\"684\" tg-height=\"645\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>“年初至今，各行业的企业客户回购同比增长49%，但仍远未达到新冠疫情前的水平：目前与2019年相比为-14%，按市值正常化计算，这是危机后迄今为止最疲软的年份之一，”霍尔补充道。</li><li>总体而言，客户打破了连续两周的抛售势头，净买入金额相对较小，为3亿美元。</li><li>对冲基金以五个月来最大的流入推动了买盘，而机构和散户投资者则抛售。</li><li>标普11个板块中有7个板块出现资金流入。金融股位居榜首，资金流入规模为有记录以来第六大。<a href=\"https://laohu8.com/S/XLK\">科技精选行业SPDR基金</a>（纽约证券交易所代码：XLK），<a href=\"https://laohu8.com/S/XLV\">医疗保健精选行业SPDR基金</a>(NYSEARCA：XLV)、非必需消费品(NYSEARCA：XLY)和必需消费品(NYSEARCA：XLP)出现净抛售。</li><li>不包括回购，<a href=\"https://laohu8.com/S/XLC\">通信服务精选行业SPDR基金</a>（纽约证券交易所代码：XLC），<a href=\"https://laohu8.com/S/XLB\">材料精选行业SPDR基金</a>（NYSEARCA：XLB）和<a href=\"https://laohu8.com/S/XLE\">能源精选行业SPDR基金</a>（NYSEARCA：XLE）导致资金流入。</li><li>今天上午，迪克体育用品公司将回购计划提高至4亿美元，并发放特别股息。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nFinancial stocks overtake tech as the big buyback sector, BofA says: At the Open<blockquote>美国银行表示，金融股取代科技股成为大型回购板块：开盘时</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-25 20:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>Financial stocks got an \"alpha signal\" and could be set to outperform the S&P(SP500)(NYSEARCA:SPY)in the next few months, according to the latest BofA Securities client flow survey.</li> <li><a href=\"https://laohu8.com/S/XLF\">Financial Select Sector SPDR Fund</a> (NYSEARCA:XLF)are up about 0.2% premarket, the leading S&P sector with the 10-year Treasury yield (NYSEARCA:TBT)(NASDAQ:TLT) up another 2 basis points to 1.31%.</li> <li>Weekly buybacks in Financials from clients were the highest on record since 2010 and nearly a record as a percent of market cap, BofA says.</li> <li>\"Buybacks by corporate clients accelerated from the prior week to the highest level since mid-March, driven by Financials,\" strategists led by Jill Carey Hall write in a note. \"Financials has now overtaken Tech as the sector with the largest dollar amount buybacks so far this year.\"</li> <li>\"Based on our flows data from 2010 to today, we have found that the S&P 500 sector buying back the largest dollar amount in a given week have tended to outperform over the next several months with a >50% hit rate,\" Hall says.</li> </ul> <img src=\"https://static.tigerbbs.com/21c9d0f2c80c930cb308506423ea3e0c\" tg-width=\"913\" tg-height=\"369\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>根据最新的美国银行证券客户流量调查，金融股收到了“阿尔法信号”，未来几个月的表现可能会跑赢标准普尔(SP500)(NYSEARCA：SPDR标普500指数ETF)。</li><li><a href=\"https://laohu8.com/S/XLF\">金融精选行业SPDR基金</a>(NYSEARCA：XLF)盘前上涨约0.2%，领先的标准普尔板块10年期国债收益率(NYSEARCA：TBT)(纳斯达克：TLT)又上涨2个基点至1.31%。</li><li>美国银行表示，客户每周回购金融股的数量创下2010年以来的最高纪录，占市值的比例也接近创纪录。</li><li>Jill Carey Hall领导的策略师在一份报告中写道：“在金融股的推动下，企业客户的回购较前一周加速至3月中旬以来的最高水平。”“金融股现已超过科技股，成为今年迄今为止美元回购金额最大的行业。”</li><li>霍尔表示：“根据我们从2010年至今的流量数据，我们发现在某一周回购最大美元金额的标普500行业在接下来的几个月里往往表现出色，命中率超过50%。”</li></ul></blockquote></p><p> <ul> <li>\"YTD, corporate client buybacks across sectors are +49% y/y but still far from pre-COVID levels: -14% vs. 2019 at this time, and one of the weakest years post-crisis so far when normalized by market cap,\" Hall adds.</li> <li>Overall, clients broke a two-week selling streak, buying a relatively small net amount of $300M.</li> <li>Hedge funds drove the buying with the biggest inflow in five months, while institutional and retail investors sold.</li> <li>Seven of the 11 S&P sectors saw inflows. Financials were on top with the sixth-largest inflows on record. <a href=\"https://laohu8.com/S/XLK\">Technology Select Sector SPDR Fund</a> (NYSEARCA:XLK), <a href=\"https://laohu8.com/S/XLV\">Health Care Select Sector SPDR Fund</a> (NYSEARCA:XLV), Consumer Discretionary(NYSEARCA:XLY)and Consumer Staples(NYSEARCA:XLP)had net selling.</li> <li>Excluding buybacks, <a href=\"https://laohu8.com/S/XLC\">The Communication Services Select Sector SPDR Fund</a> (NYSEARCA:XLC), <a href=\"https://laohu8.com/S/XLB\">Materials Select Sector SPDR Fund</a> (NYSEARCA:XLB) and <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a> (NYSEARCA:XLE) led inflows.</li> <li>This morning, Dick's Sporting Goods raised its buyback program to $400M, along with issuing a special dividend.</li> </ul> <img src=\"https://static.tigerbbs.com/495aa835fe40772fc3166c1b29b2e32c\" tg-width=\"684\" tg-height=\"645\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>“年初至今，各行业的企业客户回购同比增长49%，但仍远未达到新冠疫情前的水平：目前与2019年相比为-14%，按市值正常化计算，这是危机后迄今为止最疲软的年份之一，”霍尔补充道。</li><li>总体而言，客户打破了连续两周的抛售势头，净买入金额相对较小，为3亿美元。</li><li>对冲基金以五个月来最大的流入推动了买盘，而机构和散户投资者则抛售。</li><li>标普11个板块中有7个板块出现资金流入。金融股位居榜首，资金流入规模为有记录以来第六大。<a href=\"https://laohu8.com/S/XLK\">科技精选行业SPDR基金</a>（纽约证券交易所代码：XLK），<a href=\"https://laohu8.com/S/XLV\">医疗保健精选行业SPDR基金</a>(NYSEARCA：XLV)、非必需消费品(NYSEARCA：XLY)和必需消费品(NYSEARCA：XLP)出现净抛售。</li><li>不包括回购，<a href=\"https://laohu8.com/S/XLC\">通信服务精选行业SPDR基金</a>（纽约证券交易所代码：XLC），<a href=\"https://laohu8.com/S/XLB\">材料精选行业SPDR基金</a>（NYSEARCA：XLB）和<a href=\"https://laohu8.com/S/XLE\">能源精选行业SPDR基金</a>（NYSEARCA：XLE）导致资金流入。</li><li>今天上午，迪克体育用品公司将回购计划提高至4亿美元，并发放特别股息。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3733876-financial-stocks-overtake-tech-as-the-big-buyback-sector\">Seeking Alpha</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":{"XLK":"高科技指数ETF-SPDR","XLE":"SPDR能源指数ETF","XLC":"Communication Services Select Sector SPDR Fund","XLV":"健康照护类股ETF-SPDR",".SPX":"S&P 500 Index","XLB":"材料ETF","XLF":"金融ETF"},"source_url":"https://seekingalpha.com/news/3733876-financial-stocks-overtake-tech-as-the-big-buyback-sector","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113483554","content_text":"Financial stocks got an \"alpha signal\" and could be set to outperform the S&P(SP500)(NYSEARCA:SPY)in the next few months, according to the latest BofA Securities client flow survey.\nFinancial Select Sector SPDR Fund (NYSEARCA:XLF)are up about 0.2% premarket, the leading S&P sector with the 10-year Treasury yield (NYSEARCA:TBT)(NASDAQ:TLT) up another 2 basis points to 1.31%.\nWeekly buybacks in Financials from clients were the highest on record since 2010 and nearly a record as a percent of market cap, BofA says.\n\"Buybacks by corporate clients accelerated from the prior week to the highest level since mid-March, driven by Financials,\" strategists led by Jill Carey Hall write in a note. \"Financials has now overtaken Tech as the sector with the largest dollar amount buybacks so far this year.\"\n\"Based on our flows data from 2010 to today, we have found that the S&P 500 sector buying back the largest dollar amount in a given week have tended to outperform over the next several months with a >50% hit rate,\" Hall says.\n\n\n\n\"YTD, corporate client buybacks across sectors are +49% y/y but still far from pre-COVID levels: -14% vs. 2019 at this time, and one of the weakest years post-crisis so far when normalized by market cap,\" Hall adds.\nOverall, clients broke a two-week selling streak, buying a relatively small net amount of $300M.\nHedge funds drove the buying with the biggest inflow in five months, while institutional and retail investors sold.\nSeven of the 11 S&P sectors saw inflows. Financials were on top with the sixth-largest inflows on record. Technology Select Sector SPDR Fund (NYSEARCA:XLK), Health Care Select Sector SPDR Fund (NYSEARCA:XLV), Consumer Discretionary(NYSEARCA:XLY)and Consumer Staples(NYSEARCA:XLP)had net selling.\nExcluding buybacks, The Communication Services Select Sector SPDR Fund (NYSEARCA:XLC), Materials Select Sector SPDR Fund (NYSEARCA:XLB) and Energy Select Sector SPDR Fund (NYSEARCA:XLE) led inflows.\nThis morning, Dick's Sporting Goods raised its buyback program to $400M, along with issuing a special dividend.","news_type":1,"symbols_score_info":{"XLB":0.9,"XLE":0.9,"XLV":0.9,"XLK":0.9,".SPX":0.9,"XLC":0.9,"XLF":0.9}},"isVote":1,"tweetType":1,"viewCount":1165,"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":13,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/813569924"}
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