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2021-09-21
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JPMorgan Says Stock Decline Represents Buying Opportunity<blockquote>摩根大通称股价下跌代表买入机会</blockquote>
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The stock market’s decline Monday, including a 1.7% slide for the S&P 500, won’t last long, says Marko Kolanovic, chief global market strategist at JPMorgan.</p><p><blockquote>摩根大通策略师Kolanovic说，我们的基本观点保持不变，我们认为这次抛售是逢低买入的机会。摩根大通首席全球市场策略师马尔科·科拉诺维奇(Marko Kolanovic)表示，周一股市的下跌（包括标普500下跌1.7%）不会持续太久。</blockquote></p><p> “The market sell-off that escalated overnight we believe is primarily driven by technical selling flows (commodity trading advisors and option hedgers) in an environment of poor liquidity, and overreaction of discretionary traders to perceived risks,” he wrote in a commentary cited by CNBC.</p><p><blockquote>他在引用的评论中写道：“我们认为，隔夜升级的市场抛售主要是由流动性差的环境下的技术性抛售流（大宗商品交易顾问和期权对冲者）以及全权交易者对感知风险的过度反应推动的。”CNBC。</blockquote></p><p> “Our fundamental thesis remains unchanged, and we see the sell-off as an opportunity to buy the dip,” Kolanovic said.</p><p><blockquote>科拉诺维奇表示：“我们的基本论点保持不变，我们将抛售视为逢低买入的机会。”</blockquote></p><p> He reiteratedJP Morgan’s commentary from last week, which increased the bank’s prediction for the S&P 500’s year-end level to 4,700 from 4,600. And JPMorgan sees it above 5,000 next year. Strong earnings will fuel the moves, the bank says.</p><p><blockquote>他重申了摩根大通上周的评论，该评论将该行对标普500年底水平的预测从4,600点上调至4,700点。摩根大通预计明年将突破5,000点。该银行表示，强劲的盈利将推动这些举措。</blockquote></p><p> “We remain constructive on risk assets, … given expectations of a reacceleration in activity as the delta wave fades and better-than-expected earnings,” Kolanovic said Monday.</p><p><blockquote>科拉诺维奇周一表示：“我们对风险资产保持建设性态度……考虑到随着三角洲浪潮消退以及盈利好于预期，活动将重新加速的预期。”</blockquote></p><p> Cyclical stocks are now at cheap historical valuations, he said. “Risks are well-flagged and priced in.”</p><p><blockquote>他表示，周期性股票目前的历史估值较低。“风险已被明确标记并已被定价。”</blockquote></p><p> Morgan Stanley sang a slightly different tune Monday. The stock market could plunge 20% as fiscal stimulus is withdrawn and economic growth slows, said Morgan Stanley Chief US Equity Strategist Mike Wilson.</p><p><blockquote>摩根士丹利周一唱的曲调略有不同。摩根士丹利首席美国股票策略师迈克·威尔逊表示，随着财政刺激措施的退出和经济增长放缓，股市可能会暴跌20%。</blockquote></p><p> “Given the extraordinary fiscal stimulus during this recession, we are concerned that the inevitable deceleration in growth will be much worse than what is currently expected,” he wrote in a commentary also cited by CNBC.</p><p><blockquote>他在CNBC也引用的评论中写道：“鉴于这次经济衰退期间采取了非同寻常的财政刺激措施，我们担心不可避免的增长减速将比目前预期的要严重得多。”</blockquote></p><p> The worst case scenario could mean “a larger-than-normal mid-cycle transition correction in the S&P 500 -- 20%,” Wilson said.</p><p><blockquote>Wilson表示，最坏的情况可能意味着“标普500的中期周期转换修正幅度大于正常水平——20%”。</blockquote></p><p></p>","source":"lsy1610613172068","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>JPMorgan Says Stock Decline Represents Buying Opportunity<blockquote>摩根大通称股价下跌代表买入机会</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\">\nJPMorgan Says Stock Decline Represents Buying Opportunity<blockquote>摩根大通称股价下跌代表买入机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-09-21 17:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p> 'Our fundamental thesis remains unchanged, and we see the sell-off as an opportunity to buy the dip,' said JPMorgan strategist Kolanovic. The stock market’s decline Monday, including a 1.7% slide for the S&P 500, won’t last long, says Marko Kolanovic, chief global market strategist at JPMorgan.</p><p><blockquote>摩根大通策略师Kolanovic说，我们的基本观点保持不变，我们认为这次抛售是逢低买入的机会。摩根大通首席全球市场策略师马尔科·科拉诺维奇(Marko Kolanovic)表示，周一股市的下跌（包括标普500下跌1.7%）不会持续太久。</blockquote></p><p> “The market sell-off that escalated overnight we believe is primarily driven by technical selling flows (commodity trading advisors and option hedgers) in an environment of poor liquidity, and overreaction of discretionary traders to perceived risks,” he wrote in a commentary cited by CNBC.</p><p><blockquote>他在引用的评论中写道：“我们认为，隔夜升级的市场抛售主要是由流动性差的环境下的技术性抛售流（大宗商品交易顾问和期权对冲者）以及全权交易者对感知风险的过度反应推动的。”CNBC。</blockquote></p><p> “Our fundamental thesis remains unchanged, and we see the sell-off as an opportunity to buy the dip,” Kolanovic said.</p><p><blockquote>科拉诺维奇表示：“我们的基本论点保持不变，我们将抛售视为逢低买入的机会。”</blockquote></p><p> He reiteratedJP Morgan’s commentary from last week, which increased the bank’s prediction for the S&P 500’s year-end level to 4,700 from 4,600. And JPMorgan sees it above 5,000 next year. Strong earnings will fuel the moves, the bank says.</p><p><blockquote>他重申了摩根大通上周的评论，该评论将该行对标普500年底水平的预测从4,600点上调至4,700点。摩根大通预计明年将突破5,000点。该银行表示，强劲的盈利将推动这些举措。</blockquote></p><p> “We remain constructive on risk assets, … given expectations of a reacceleration in activity as the delta wave fades and better-than-expected earnings,” Kolanovic said Monday.</p><p><blockquote>科拉诺维奇周一表示：“我们对风险资产保持建设性态度……考虑到随着三角洲浪潮消退以及盈利好于预期，活动将重新加速的预期。”</blockquote></p><p> Cyclical stocks are now at cheap historical valuations, he said. “Risks are well-flagged and priced in.”</p><p><blockquote>他表示，周期性股票目前的历史估值较低。“风险已被明确标记并已被定价。”</blockquote></p><p> Morgan Stanley sang a slightly different tune Monday. The stock market could plunge 20% as fiscal stimulus is withdrawn and economic growth slows, said Morgan Stanley Chief US Equity Strategist Mike Wilson.</p><p><blockquote>摩根士丹利周一唱的曲调略有不同。摩根士丹利首席美国股票策略师迈克·威尔逊表示，随着财政刺激措施的退出和经济增长放缓，股市可能会暴跌20%。</blockquote></p><p> “Given the extraordinary fiscal stimulus during this recession, we are concerned that the inevitable deceleration in growth will be much worse than what is currently expected,” he wrote in a commentary also cited by CNBC.</p><p><blockquote>他在CNBC也引用的评论中写道：“鉴于这次经济衰退期间采取了非同寻常的财政刺激措施，我们担心不可避免的增长减速将比目前预期的要严重得多。”</blockquote></p><p> The worst case scenario could mean “a larger-than-normal mid-cycle transition correction in the S&P 500 -- 20%,” Wilson said.</p><p><blockquote>Wilson表示，最坏的情况可能意味着“标普500的中期周期转换修正幅度大于正常水平——20%”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/jpmorgan-stock-decline-buying-opportunity\">The Street</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.thestreet.com/investing/jpmorgan-stock-decline-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165991779","content_text":"'Our fundamental thesis remains unchanged, and we see the sell-off as an opportunity to buy the dip,' said JPMorgan strategist Kolanovic.\n\nThe stock market’s decline Monday, including a 1.7% slide for the S&P 500, won’t last long, says Marko Kolanovic, chief global market strategist at JPMorgan.\n“The market sell-off that escalated overnight we believe is primarily driven by technical selling flows (commodity trading advisors and option hedgers) in an environment of poor liquidity, and overreaction of discretionary traders to perceived risks,” he wrote in a commentary cited by CNBC.\n“Our fundamental thesis remains unchanged, and we see the sell-off as an opportunity to buy the dip,” Kolanovic said.\nHe reiteratedJP Morgan’s commentary from last week, which increased the bank’s prediction for the S&P 500’s year-end level to 4,700 from 4,600. And JPMorgan sees it above 5,000 next year. Strong earnings will fuel the moves, the bank says.\n“We remain constructive on risk assets, … given expectations of a reacceleration in activity as the delta wave fades and better-than-expected earnings,” Kolanovic said Monday.\nCyclical stocks are now at cheap historical valuations, he said. “Risks are well-flagged and priced in.”\nMorgan Stanley sang a slightly different tune Monday. The stock market could plunge 20% as fiscal stimulus is withdrawn and economic growth slows, said Morgan Stanley Chief US Equity Strategist Mike Wilson.\n“Given the extraordinary fiscal stimulus during this recession, we are concerned that the inevitable deceleration in growth will be much worse than what is currently expected,” he wrote in a commentary also cited by CNBC.\nThe worst case scenario could mean “a larger-than-normal mid-cycle transition correction in the S&P 500 -- 20%,” Wilson said.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":433,"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":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/860752464"}
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