449ff09a
2021-10-06
Make sense
Analyst forecasts tech stock rebound of at least 10% and says rate fears will soon pass<blockquote>分析师预测科技股反弹至少10%，并表示利率担忧很快就会过去</blockquote>
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Ives says the worries around rising yields and growth stock valuations will give way to a year-end rally of at least 10% in the tech space.</p><p><blockquote>对于密切关注的韦德布什证券(Wedbush Securities)科技分析师丹·艾夫斯(Dan Ives)来说，这只是一个很快就会过去的“紧张时刻”。艾夫斯表示，对收益率上升和成长型股票估值的担忧将让位于科技领域年底至少10%的反弹。</blockquote></p><p> \"While the long standing bears will continue to yell fire into a crowded theater on a 20 bps move in the 10-year , we instead focus on the $2 trillion digital transformation opportunity across the enterprise and consumer ecosystem over the coming years that is on tech's doorstep,\" he said in a note to clients.</p><p><blockquote>“虽然长期看空者将继续在拥挤的剧院中大喊大叫，在10年内上涨20个基点，但我们转而关注未来几年整个企业和消费者生态系统中价值2万亿美元的数字化转型机遇，这是科技的前门，”他在给客户的一份报告中说道。</blockquote></p><p> \"While the valuation debate will continue to be front and center in a rising rate environment, we fundamentally believe the Street is massively underestimating what the tech growth picture looks like into 2022 and thus remain a core tenet of our unwavering tech bull thesis with this another pound the table moment to own tech stocks.\"</p><p><blockquote>“虽然在利率上升的环境中，估值争论将继续成为焦点，但我们从根本上认为，华尔街严重低估了2022年科技增长的前景，因此仍然是我们坚定不移的科技牛市论点的核心原则，这是另一个英镑持有科技股的时刻。”</blockquote></p><p> Ives concedes that the pandemic led to \"a massive pull forward\" in demand for cloud, e-commerce, cyber security and other tech companies. But he said it's way too early to throw in the white towel and said investors should double down.</p><p><blockquote>艾夫斯承认，疫情导致对云、电子商务、网络安全和其他科技公司的需求“大幅增长”。但他表示，现在认输还为时过早，并表示投资者应该加倍努力。</blockquote></p><p> Apple is Wedbush's favorite of the FAANG stocks, as he cited Microsoft, DocuSign, Matterport and Pegasystems as favorite cloud stocks. In cybersecurity, Wedbush favorites are Varonis Systems, Zscaler, Telos, SailPoint Technologies, Tenable Holdings, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW) and Fortinet.</p><p><blockquote>苹果是韦德布什最喜欢的FAANG股票，他将微软、DocuSign、Matterport和Pegasystems列为最喜欢的云股票。在网络安全领域，Wedbush最喜欢的是Varonis Systems、Zscaler、Telos、SailPoint Technologies、Tenable Holdings，<a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a>（PANW）和Fortinet。</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>Analyst forecasts tech stock rebound of at least 10% and says rate fears will soon pass<blockquote>分析师预测科技股反弹至少10%，并表示利率担忧很快就会过去</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\">\nAnalyst forecasts tech stock rebound of at least 10% and says rate fears will soon pass<blockquote>分析师预测科技股反弹至少10%，并表示利率担忧很快就会过去</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-06 09:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tech stocks seem to be falling off the rails of late, with the Nasdaq Composite slumping Monday to take the benchmark index 7% below its record high.</p><p><blockquote>科技股最近似乎正在下跌，纳斯达克综合指数周一暴跌，基准指数较历史高点低7%。</blockquote></p><p> To closely followed tech analyst Dan Ives of Wedbush Securities, this is just a \"white knuckle moment\" that will soon pass. Ives says the worries around rising yields and growth stock valuations will give way to a year-end rally of at least 10% in the tech space.</p><p><blockquote>对于密切关注的韦德布什证券(Wedbush Securities)科技分析师丹·艾夫斯(Dan Ives)来说，这只是一个很快就会过去的“紧张时刻”。艾夫斯表示，对收益率上升和成长型股票估值的担忧将让位于科技领域年底至少10%的反弹。</blockquote></p><p> \"While the long standing bears will continue to yell fire into a crowded theater on a 20 bps move in the 10-year , we instead focus on the $2 trillion digital transformation opportunity across the enterprise and consumer ecosystem over the coming years that is on tech's doorstep,\" he said in a note to clients.</p><p><blockquote>“虽然长期看空者将继续在拥挤的剧院中大喊大叫，在10年内上涨20个基点，但我们转而关注未来几年整个企业和消费者生态系统中价值2万亿美元的数字化转型机遇，这是科技的前门，”他在给客户的一份报告中说道。</blockquote></p><p> \"While the valuation debate will continue to be front and center in a rising rate environment, we fundamentally believe the Street is massively underestimating what the tech growth picture looks like into 2022 and thus remain a core tenet of our unwavering tech bull thesis with this another pound the table moment to own tech stocks.\"</p><p><blockquote>“虽然在利率上升的环境中，估值争论将继续成为焦点，但我们从根本上认为，华尔街严重低估了2022年科技增长的前景，因此仍然是我们坚定不移的科技牛市论点的核心原则，这是另一个英镑持有科技股的时刻。”</blockquote></p><p> Ives concedes that the pandemic led to \"a massive pull forward\" in demand for cloud, e-commerce, cyber security and other tech companies. But he said it's way too early to throw in the white towel and said investors should double down.</p><p><blockquote>艾夫斯承认，疫情导致对云、电子商务、网络安全和其他科技公司的需求“大幅增长”。但他表示，现在认输还为时过早，并表示投资者应该加倍努力。</blockquote></p><p> Apple is Wedbush's favorite of the FAANG stocks, as he cited Microsoft, DocuSign, Matterport and Pegasystems as favorite cloud stocks. In cybersecurity, Wedbush favorites are Varonis Systems, Zscaler, Telos, SailPoint Technologies, Tenable Holdings, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW) and Fortinet.</p><p><blockquote>苹果是韦德布什最喜欢的FAANG股票，他将微软、DocuSign、Matterport和Pegasystems列为最喜欢的云股票。在网络安全领域，Wedbush最喜欢的是Varonis Systems、Zscaler、Telos、SailPoint Technologies、Tenable Holdings，<a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a>（PANW）和Fortinet。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/rate-fears-just-another-white-knuckle-moment-for-tech-stocks-says-this-analyst-whos-forecasting-rebound-of-at-least-10-11633427803?mod=home-page\">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":{"TLS":"Telos Corporation","TENB":"Tenable Holdings Inc.","PANW":"Palo Alto Networks",".IXIC":"NASDAQ Composite","FTNT":"飞塔信息","VRNS":"Varonis Systems, Inc.",".SPX":"S&P 500 Index","PEGA":"Pegasystems Inc","DOCU":"Docusign","SAIL":"SailPoint Parent, LP","ZS":"Zscaler Inc.",".DJI":"道琼斯","MSFT":"微软","AAPL":"苹果","MTTR":"Matterport, Inc."},"source_url":"https://www.marketwatch.com/story/rate-fears-just-another-white-knuckle-moment-for-tech-stocks-says-this-analyst-whos-forecasting-rebound-of-at-least-10-11633427803?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173130629","content_text":"Tech stocks seem to be falling off the rails of late, with the Nasdaq Composite slumping Monday to take the benchmark index 7% below its record high.\nTo closely followed tech analyst Dan Ives of Wedbush Securities, this is just a \"white knuckle moment\" that will soon pass. Ives says the worries around rising yields and growth stock valuations will give way to a year-end rally of at least 10% in the tech space.\n\"While the long standing bears will continue to yell fire into a crowded theater on a 20 bps move in the 10-year , we instead focus on the $2 trillion digital transformation opportunity across the enterprise and consumer ecosystem over the coming years that is on tech's doorstep,\" he said in a note to clients.\n\"While the valuation debate will continue to be front and center in a rising rate environment, we fundamentally believe the Street is massively underestimating what the tech growth picture looks like into 2022 and thus remain a core tenet of our unwavering tech bull thesis with this another pound the table moment to own tech stocks.\"\nIves concedes that the pandemic led to \"a massive pull forward\" in demand for cloud, e-commerce, cyber security and other tech companies. But he said it's way too early to throw in the white towel and said investors should double down.\nApple is Wedbush's favorite of the FAANG stocks, as he cited Microsoft, DocuSign, Matterport and Pegasystems as favorite cloud stocks. In cybersecurity, Wedbush favorites are Varonis Systems, Zscaler, Telos, SailPoint Technologies, Tenable Holdings, Palo Alto Networks (PANW) and Fortinet.","news_type":1,"symbols_score_info":{"DOCU":0.9,".IXIC":0.9,".SPX":0.9,"AAPL":0.9,".DJI":0.9,"MTTR":0.9,"SAIL":0.9,"FTNT":0.9,"TLS":0.9,"TENB":0.9,"PEGA":0.9,"PANW":0.9,"VRNS":0.9,"ZS":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":678,"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":9,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/829896083"}
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