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2021-10-11
一,
Should energy's 'lonely rally' in September worry the stock-market bulls?<blockquote>能源九月份的“孤独反弹”是否应该让股市多头感到担忧？</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":828710626,"tweetId":"828710626","gmtCreate":1633944749969,"gmtModify":1633944750032,"author":{"id":3574935418304521,"idStr":"3574935418304521","authorId":3574935418304521,"authorIdStr":"3574935418304521","name":"hbtho","avatar":"https://static.tigerbbs.com/f083ceda901738dc46b48c3f49dc0dc7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>一,</p></body></html>","htmlText":"<html><head></head><body><p>一,</p></body></html>","text":"一,","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/828710626","repostId":2174975501,"repostType":4,"repost":{"id":"2174975501","kind":"highlight","pubTimestamp":1633943831,"share":"https://www.laohu8.com/m/news/2174975501?lang=zh_CN&edition=full","pubTime":"2021-10-11 17:17","market":"us","language":"en","title":"Should energy's 'lonely rally' in September worry the stock-market bulls?<blockquote>能源九月份的“孤独反弹”是否应该让股市多头感到担忧？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2174975501","media":"MarketWatch","summary":"'Unusual divergence' in the sector's performance has prompted some investor concern, say JPMorgan an","content":"<p>'Unusual divergence' in the sector's performance has prompted some investor concern, say JPMorgan analysts</p><p><blockquote>摩根大通分析师表示，该行业表现的“异常分歧”引发了一些投资者的担忧</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5463b9dd05438ce4072bc17fd67cd950\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Energy stocks are shining this year. Spencer Platt/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>能源股今年大放异彩。斯宾塞·普拉特/盖蒂图片社</span></p></blockquote></p><p> U.S. stocks have been on a bumpy ride higher in 2021, but energy's \"lonely rally\" in September isn't a sign of the market peaking despite some investor jitters, according to analysts at JPMorgan Chase & Co.</p><p><blockquote>摩根大通(JPMorgan Chase&Co.)分析师表示，美国股市在2021年一路走高，但尽管一些投资者感到不安，但能源9月份的“孤独反弹”并不是市场见顶的迹象。</blockquote></p><p> \"Last month the energy sector rose over 9% in a declining market and was the only sector up in the S&P 500 index,\" the analysts said Thursday in a J.P. Morgan research note on U.S. equity strategy. The S&P 500 fell almost 5% in September, its first monthly drop since January, according to FactSet data.</p><p><blockquote>分析师周四在摩根大通关于美国股票策略的研究报告中表示：“上个月，能源板块在市场下跌的情况下上涨了9%以上，是标普500指数中唯一上涨的板块。”FactSet数据显示，标普500 9月份下跌近5%，为1月份以来首次月度下跌。</blockquote></p><p> \"This unusual divergence of sector performance has led some to suggest that the market has peaked and is primed for a major correction,\" the analysts said in the report. But \"we remain constructive on equities,\" they wrote, with energy still being \"<a href=\"https://laohu8.com/S/AONE.U\">one</a> of our favorite sectors.\"</p><p><blockquote>分析师在报告中表示：“行业表现的这种不同寻常的分歧导致一些人认为市场已经见顶，并准备进行重大调整。”但他们写道，“我们对股市仍持建设性态度”，能源仍“<a href=\"https://laohu8.com/S/AONE.U\">一</a>我们最喜欢的行业。”</blockquote></p><p> Recent spikes in oil and natural gas prices have pushed energy stocks higher, with the sector shining amid volatility in the U.S. equities market. The S&P 500's energy sector has soared more than 45% this year, far exceeding the broad index's rise of more than 17%, based on Thursday afternoon trading, according to FactSet data. The Energy Select Sector SPDR Fund <a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a> also was up 45% for the same stretch.</p><p><blockquote>近期石油和天然气价格飙升推动能源股走高，该行业在美国股市波动中大放异彩。FactSet数据显示，根据周四下午的交易，标普500能源板块今年已飙升逾45%，远超大盘指数逾17%的涨幅。能源精选行业SPDR基金<a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a>同期也上涨了45%。</blockquote></p><p> \"Higher oil is generally positive for large-cap equities since major oil producers in the U.S. are public,\" the J.P. Morgan analysts said, while the burden of rising energy costs is \"dispersed across the economy\" to households, businesses, government and oil importers.</p><p><blockquote>摩根大通分析师表示，“由于美国主要石油生产商都是上市公司，油价上涨通常对大盘股有利”，而能源成本上涨的负担“分散在整个经济中”给家庭、企业、政府和石油进口商。</blockquote></p><p> \"All else equal, rising oil prices will certainly weigh on some sectors that are directly tied to discretionary spending,\" the analysts wrote, \"or use energy as an input/feedstock,\" such as airlines, trucking and chemicals.</p><p><blockquote>分析师写道：“在其他条件相同的情况下，油价上涨肯定会给一些与可自由支配支出直接相关或将能源用作投入/原料的行业带来压力，例如航空、卡车运输和化学品。”</blockquote></p><p> As broad benchmarks for U.S. stocks have climbed in 2021, rotations between styles and sectors have stirred volatility in the market along the way, said Liz Ann Sonders, chief investment strategist at Charles Schwab, in a phone interview Thursday. Around 91% of constituents in the S&P 500 index have seen a correction of at least 10% from some high point this year, she said.</p><p><blockquote>嘉信理财首席投资策略师利兹·安·桑德斯(Liz Ann Sonders)周四在接受电话采访时表示，随着美国股市的广泛基准在2021年攀升，风格和行业之间的轮换引发了市场的波动。她表示，标普500指数中约91%的成分股较今年的高点回调了至少10%。</blockquote></p><p> \"Don't try to front-run sector rotations,\" said Sonders. Instead, investors might rebalance their portfolios more frequently in this choppy environment so that they're trimming profits during times of strength and \"adding into weakness.\"</p><p><blockquote>“不要试图抢先行业轮换，”桑德斯说。相反，投资者可能会在这种动荡的环境中更频繁地重新平衡投资组合，以便在强势时期削减利润并“加剧疲软”。</blockquote></p><p> Energy remains attractive from a standpoint of risk and reward, according to the J.P. Morgan analysts, who cited strengthening fundamentals and \"low valuation relative to the market.\"</p><p><blockquote>摩根大通分析师表示，从风险和回报的角度来看，能源仍然具有吸引力，他们指出基本面走强和“相对于市场的估值较低”。</blockquote></p><p> \"Since S&P 500 Energy is compositionally weighted towards quality integrated and refiners, pure-play E&P and service should see even stronger growth under $80-100 oil scenarios,\" they wrote in their report. \"Small-cap energy offers the strongest upside given its higher gearing to oil, balance sheet recovery, and potential M&A targets as larger peers look to strategically build-up reserves.\"</p><p><blockquote>他们在报告中写道：“由于标普500能源公司的构成偏向优质综合企业和炼油厂，因此在80-100美元的油价情景下，纯粹的勘探与生产和服务应该会出现更强劲的增长。”“鉴于小型能源公司与石油的比率较高、资产负债表复苏以及大型同行寻求战略性建立储备的潜在并购目标，小型能源公司提供了最强劲的上涨空间。”</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>Should energy's 'lonely rally' in September worry the stock-market bulls?<blockquote>能源九月份的“孤独反弹”是否应该让股市多头感到担忧？</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\">\nShould energy's 'lonely rally' in September worry the stock-market bulls?<blockquote>能源九月份的“孤独反弹”是否应该让股市多头感到担忧？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-11 17:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>'Unusual divergence' in the sector's performance has prompted some investor concern, say JPMorgan analysts</p><p><blockquote>摩根大通分析师表示，该行业表现的“异常分歧”引发了一些投资者的担忧</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5463b9dd05438ce4072bc17fd67cd950\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Energy stocks are shining this year. Spencer Platt/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>能源股今年大放异彩。斯宾塞·普拉特/盖蒂图片社</span></p></blockquote></p><p> U.S. stocks have been on a bumpy ride higher in 2021, but energy's \"lonely rally\" in September isn't a sign of the market peaking despite some investor jitters, according to analysts at JPMorgan Chase & Co.</p><p><blockquote>摩根大通(JPMorgan Chase&Co.)分析师表示，美国股市在2021年一路走高，但尽管一些投资者感到不安，但能源9月份的“孤独反弹”并不是市场见顶的迹象。</blockquote></p><p> \"Last month the energy sector rose over 9% in a declining market and was the only sector up in the S&P 500 index,\" the analysts said Thursday in a J.P. Morgan research note on U.S. equity strategy. The S&P 500 fell almost 5% in September, its first monthly drop since January, according to FactSet data.</p><p><blockquote>分析师周四在摩根大通关于美国股票策略的研究报告中表示：“上个月，能源板块在市场下跌的情况下上涨了9%以上，是标普500指数中唯一上涨的板块。”FactSet数据显示，标普500 9月份下跌近5%，为1月份以来首次月度下跌。</blockquote></p><p> \"This unusual divergence of sector performance has led some to suggest that the market has peaked and is primed for a major correction,\" the analysts said in the report. But \"we remain constructive on equities,\" they wrote, with energy still being \"<a href=\"https://laohu8.com/S/AONE.U\">one</a> of our favorite sectors.\"</p><p><blockquote>分析师在报告中表示：“行业表现的这种不同寻常的分歧导致一些人认为市场已经见顶，并准备进行重大调整。”但他们写道，“我们对股市仍持建设性态度”，能源仍“<a href=\"https://laohu8.com/S/AONE.U\">一</a>我们最喜欢的行业。”</blockquote></p><p> Recent spikes in oil and natural gas prices have pushed energy stocks higher, with the sector shining amid volatility in the U.S. equities market. The S&P 500's energy sector has soared more than 45% this year, far exceeding the broad index's rise of more than 17%, based on Thursday afternoon trading, according to FactSet data. The Energy Select Sector SPDR Fund <a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a> also was up 45% for the same stretch.</p><p><blockquote>近期石油和天然气价格飙升推动能源股走高，该行业在美国股市波动中大放异彩。FactSet数据显示，根据周四下午的交易，标普500能源板块今年已飙升逾45%，远超大盘指数逾17%的涨幅。能源精选行业SPDR基金<a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a>同期也上涨了45%。</blockquote></p><p> \"Higher oil is generally positive for large-cap equities since major oil producers in the U.S. are public,\" the J.P. Morgan analysts said, while the burden of rising energy costs is \"dispersed across the economy\" to households, businesses, government and oil importers.</p><p><blockquote>摩根大通分析师表示，“由于美国主要石油生产商都是上市公司，油价上涨通常对大盘股有利”，而能源成本上涨的负担“分散在整个经济中”给家庭、企业、政府和石油进口商。</blockquote></p><p> \"All else equal, rising oil prices will certainly weigh on some sectors that are directly tied to discretionary spending,\" the analysts wrote, \"or use energy as an input/feedstock,\" such as airlines, trucking and chemicals.</p><p><blockquote>分析师写道：“在其他条件相同的情况下，油价上涨肯定会给一些与可自由支配支出直接相关或将能源用作投入/原料的行业带来压力，例如航空、卡车运输和化学品。”</blockquote></p><p> As broad benchmarks for U.S. stocks have climbed in 2021, rotations between styles and sectors have stirred volatility in the market along the way, said Liz Ann Sonders, chief investment strategist at Charles Schwab, in a phone interview Thursday. Around 91% of constituents in the S&P 500 index have seen a correction of at least 10% from some high point this year, she said.</p><p><blockquote>嘉信理财首席投资策略师利兹·安·桑德斯(Liz Ann Sonders)周四在接受电话采访时表示，随着美国股市的广泛基准在2021年攀升，风格和行业之间的轮换引发了市场的波动。她表示，标普500指数中约91%的成分股较今年的高点回调了至少10%。</blockquote></p><p> \"Don't try to front-run sector rotations,\" said Sonders. Instead, investors might rebalance their portfolios more frequently in this choppy environment so that they're trimming profits during times of strength and \"adding into weakness.\"</p><p><blockquote>“不要试图抢先行业轮换，”桑德斯说。相反，投资者可能会在这种动荡的环境中更频繁地重新平衡投资组合，以便在强势时期削减利润并“加剧疲软”。</blockquote></p><p> Energy remains attractive from a standpoint of risk and reward, according to the J.P. Morgan analysts, who cited strengthening fundamentals and \"low valuation relative to the market.\"</p><p><blockquote>摩根大通分析师表示，从风险和回报的角度来看，能源仍然具有吸引力，他们指出基本面走强和“相对于市场的估值较低”。</blockquote></p><p> \"Since S&P 500 Energy is compositionally weighted towards quality integrated and refiners, pure-play E&P and service should see even stronger growth under $80-100 oil scenarios,\" they wrote in their report. \"Small-cap energy offers the strongest upside given its higher gearing to oil, balance sheet recovery, and potential M&A targets as larger peers look to strategically build-up reserves.\"</p><p><blockquote>他们在报告中写道：“由于标普500能源公司的构成偏向优质综合企业和炼油厂，因此在80-100美元的油价情景下，纯粹的勘探与生产和服务应该会出现更强劲的增长。”“鉴于小型能源公司与石油的比率较高、资产负债表复苏以及大型同行寻求战略性建立储备的潜在并购目标，小型能源公司提供了最强劲的上涨空间。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/should-energys-lonely-rally-in-september-worry-the-stock-market-bulls-11633637020?mod=hp_LATEST\">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":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","OEX":"标普100","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","XLE":"SPDR能源指数ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares"},"source_url":"https://www.marketwatch.com/story/should-energys-lonely-rally-in-september-worry-the-stock-market-bulls-11633637020?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174975501","content_text":"'Unusual divergence' in the sector's performance has prompted some investor concern, say JPMorgan analysts\nEnergy stocks are shining this year. Spencer Platt/Getty Images\nU.S. stocks have been on a bumpy ride higher in 2021, but energy's \"lonely rally\" in September isn't a sign of the market peaking despite some investor jitters, according to analysts at JPMorgan Chase & Co.\n\"Last month the energy sector rose over 9% in a declining market and was the only sector up in the S&P 500 index,\" the analysts said Thursday in a J.P. Morgan research note on U.S. equity strategy. The S&P 500 fell almost 5% in September, its first monthly drop since January, according to FactSet data.\n\"This unusual divergence of sector performance has led some to suggest that the market has peaked and is primed for a major correction,\" the analysts said in the report. But \"we remain constructive on equities,\" they wrote, with energy still being \"one of our favorite sectors.\"\nRecent spikes in oil and natural gas prices have pushed energy stocks higher, with the sector shining amid volatility in the U.S. equities market. The S&P 500's energy sector has soared more than 45% this year, far exceeding the broad index's rise of more than 17%, based on Thursday afternoon trading, according to FactSet data. The Energy Select Sector SPDR Fund $(XLE)$ also was up 45% for the same stretch.\n\"Higher oil is generally positive for large-cap equities since major oil producers in the U.S. are public,\" the J.P. Morgan analysts said, while the burden of rising energy costs is \"dispersed across the economy\" to households, businesses, government and oil importers.\n\"All else equal, rising oil prices will certainly weigh on some sectors that are directly tied to discretionary spending,\" the analysts wrote, \"or use energy as an input/feedstock,\" such as airlines, trucking and chemicals.\nAs broad benchmarks for U.S. stocks have climbed in 2021, rotations between styles and sectors have stirred volatility in the market along the way, said Liz Ann Sonders, chief investment strategist at Charles Schwab, in a phone interview Thursday. Around 91% of constituents in the S&P 500 index have seen a correction of at least 10% from some high point this year, she said.\n\"Don't try to front-run sector rotations,\" said Sonders. Instead, investors might rebalance their portfolios more frequently in this choppy environment so that they're trimming profits during times of strength and \"adding into weakness.\"\nEnergy remains attractive from a standpoint of risk and reward, according to the J.P. Morgan analysts, who cited strengthening fundamentals and \"low valuation relative to the market.\"\n\"Since S&P 500 Energy is compositionally weighted towards quality integrated and refiners, pure-play E&P and service should see even stronger growth under $80-100 oil scenarios,\" they wrote in their report. \"Small-cap energy offers the strongest upside given its higher gearing to oil, balance sheet recovery, and potential M&A targets as larger peers look to strategically build-up reserves.\"","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ESmain":0.9,".SPX":0.9,"UPRO":0.9,"SPXU":0.9,"SPY":0.9,"OEF":0.9,"XLE":0.9,"SSO":0.9,"IVV":0.9,"SH":0.9,"OEX":0.9,"SDS":0.9}},"isVote":1,"tweetType":1,"viewCount":2210,"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":3,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/828710626"}
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