Scuttlebutt
2021-08-31
Visa has been down lately. Hope this news will pull up prices
9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>对冲基金和共同基金目前真正喜欢的9只股票：高盛</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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":818157420,"tweetId":"818157420","gmtCreate":1630388472360,"gmtModify":1704959547026,"author":{"id":3576802536242665,"idStr":"3576802536242665","authorId":3576802536242665,"authorIdStr":"3576802536242665","name":"Scuttlebutt","avatar":"https://static.tigerbbs.com/311d9dc7e09f0bd058964ad44b4d0212","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Visa has been down lately. Hope this news will pull up prices</p></body></html>","htmlText":"<html><head></head><body><p>Visa has been down lately. Hope this news will pull up prices</p></body></html>","text":"Visa has been down lately. Hope this news will pull up prices","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/818157420","repostId":1153871779,"repostType":4,"repost":{"id":"1153871779","kind":"news","pubTimestamp":1630375340,"share":"https://www.laohu8.com/m/news/1153871779?lang=zh_CN&edition=full","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>对冲基金和共同基金目前真正喜欢的9只股票：高盛</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p><p><blockquote>在牛市中<a href=\"https://laohu8.com/S/AONE.U\">一</a>目前，共同基金和对冲基金的基金经理（通常对客户现金的投资方式截然相反）可以在拥有的最佳名称上找到一些共同点，这并不奇怪。</blockquote></p><p> <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p><p><blockquote><a href=\"https://laohu8.com/S/GS\">高盛</a>在对813只股票总敞口为2.9万亿美元的对冲基金和573只管理资产为3万亿美元的共同基金进行的新分析中发现，目前有9只股票都被看好。它们包括：<a href=\"https://laohu8.com/S/ADBE\">土坯</a>,<a href=\"https://laohu8.com/S/FISV\">费瑟夫</a>（FISV），<a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/LBRDA\">自由宽带</a>,万事达卡(MA),<a href=\"https://laohu8.com/S/SQ\">平方</a>,<a href=\"https://laohu8.com/S/TWLO\">Twilio</a>,<a href=\"https://laohu8.com/S/V\">签证</a>(V)及<a href=\"https://laohu8.com/S/WFC\">富国银行</a>.</blockquote></p><p> The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p><p><blockquote>股票——大部分是成长型股票（富国银行和<a href=\"https://laohu8.com/S/BGC\">一般的</a>然而，从估值角度来看，汽车）并不便宜。</blockquote></p><p> Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p><p><blockquote>高盛指出，这九只股票的估值较标普500(^GSPC)高出63%。这些主要是成长型股票的强劲相对溢价可能解释了为什么在2021年的大部分时间里，它们的表现在更倾向于价值行业的市场中一直表现不佳。</blockquote></p><p> These nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p><p><blockquote>根据高盛的调查结果，这九只“共同的最爱”今年落后标普500 14个百分点（上涨6%，升值20%）。</blockquote></p><p> \"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p><p><blockquote>“拥有共享收藏夹的策略有着优异的历史记录。自2013年以来，等权重的共享收藏夹列表产生了20%的年化回报率（标普500为16%），并在62%的时间内超过了标普500。高盛首席美国股票策略师David Kostin表示。</blockquote></p><p> Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p><p><blockquote>似乎有进一步共识的是对年底股市前景的看法。</blockquote></p><p> Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p><p><blockquote>共同基金现金配置占管理资产的百分比处于1.6%的历史新低，而历史平均水平为2.5%。与此同时，高盛的研究显示，对冲基金的杠杆——或利用债务来提高投资回报——仍然处于历史高位。</blockquote></p><p> \"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p><p><blockquote>“当今投资格局的主要特征是，持有现金的惩罚性从未像现在这样大。”PGIM管理着超过1.5万亿美元的资产。</blockquote></p><p> Both mutual fund and hedge fund managers seem to agree on that take on cash.</p><p><blockquote>共同基金和对冲基金经理似乎都同意现金的观点。</blockquote></p><p></p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>对冲基金和共同基金目前真正喜欢的9只股票：高盛</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>对冲基金和共同基金目前真正喜欢的9只股票：高盛</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-08-31 10:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p><p><blockquote>在牛市中<a href=\"https://laohu8.com/S/AONE.U\">一</a>目前，共同基金和对冲基金的基金经理（通常对客户现金的投资方式截然相反）可以在拥有的最佳名称上找到一些共同点，这并不奇怪。</blockquote></p><p> <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p><p><blockquote><a href=\"https://laohu8.com/S/GS\">高盛</a>在对813只股票总敞口为2.9万亿美元的对冲基金和573只管理资产为3万亿美元的共同基金进行的新分析中发现，目前有9只股票都被看好。它们包括：<a href=\"https://laohu8.com/S/ADBE\">土坯</a>,<a href=\"https://laohu8.com/S/FISV\">费瑟夫</a>（FISV），<a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/LBRDA\">自由宽带</a>,万事达卡(MA),<a href=\"https://laohu8.com/S/SQ\">平方</a>,<a href=\"https://laohu8.com/S/TWLO\">Twilio</a>,<a href=\"https://laohu8.com/S/V\">签证</a>(V)及<a href=\"https://laohu8.com/S/WFC\">富国银行</a>.</blockquote></p><p> The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p><p><blockquote>股票——大部分是成长型股票（富国银行和<a href=\"https://laohu8.com/S/BGC\">一般的</a>然而，从估值角度来看，汽车）并不便宜。</blockquote></p><p> Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p><p><blockquote>高盛指出，这九只股票的估值较标普500(^GSPC)高出63%。这些主要是成长型股票的强劲相对溢价可能解释了为什么在2021年的大部分时间里，它们的表现在更倾向于价值行业的市场中一直表现不佳。</blockquote></p><p> These nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p><p><blockquote>根据高盛的调查结果，这九只“共同的最爱”今年落后标普500 14个百分点（上涨6%，升值20%）。</blockquote></p><p> \"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p><p><blockquote>“拥有共享收藏夹的策略有着优异的历史记录。自2013年以来，等权重的共享收藏夹列表产生了20%的年化回报率（标普500为16%），并在62%的时间内超过了标普500。高盛首席美国股票策略师David Kostin表示。</blockquote></p><p> Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p><p><blockquote>似乎有进一步共识的是对年底股市前景的看法。</blockquote></p><p> Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p><p><blockquote>共同基金现金配置占管理资产的百分比处于1.6%的历史新低，而历史平均水平为2.5%。与此同时，高盛的研究显示，对冲基金的杠杆——或利用债务来提高投资回报——仍然处于历史高位。</blockquote></p><p> \"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p><p><blockquote>“当今投资格局的主要特征是，持有现金的惩罚性从未像现在这样大。”PGIM管理着超过1.5万亿美元的资产。</blockquote></p><p> Both mutual fund and hedge fund managers seem to agree on that take on cash.</p><p><blockquote>共同基金和对冲基金经理似乎都同意现金的观点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Yahoo</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":{"MA":"万事达","WFC":"富国银行","FISV":"费哲金融服务","TWLO":"Twilio Inc","GM":"通用汽车","LBRDA":"Liberty Broadband Corporation - Class A","ADBE":"Adobe","V":"Visa"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1,"symbols_score_info":{"ADBE":0.9,"WFC":0.9,"MA":0.9,"TWLO":0.9,"LBRDA":0.9,"V":0.9,"FISV":0.9,"GM":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1817,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["V","HOPE"],"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":50,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/818157420"}
精彩评论