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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":862747451,"tweetId":"862747451","gmtCreate":1632919914034,"gmtModify":1632919976573,"author":{"id":3569227954325701,"idStr":"3569227954325701","authorId":3569227954325701,"authorIdStr":"3569227954325701","name":"Seuna","avatar":"https://static.tigerbbs.com/0bfb6c0f011a65d66aae3afb6132a82d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":598,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/862747451","repostId":2171989792,"repostType":4,"repost":{"id":"2171989792","kind":"highlight","pubTimestamp":1632918933,"share":"https://www.laohu8.com/m/news/2171989792?lang=zh_CN&edition=full","pubTime":"2021-09-29 20:35","market":"us","language":"en","title":"Tech stocks were just stomped. Here's what to watch next, according to Goldman Sachs.<blockquote>科技股刚刚遭到重挫。高盛表示，以下是接下来值得关注的内容。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2171989792","media":"MarketWatch","summary":"Tech stocks just got pounded as bad as the New York Times restaurant review of Eleven Madison Park. ","content":"Tech stocks just got pounded as bad as the New York Times restaurant review of Eleven Madison Park. (Sample: the beet dish \"tastes like Lemon Pledge and smells like a burning joint.\") The 2.8% downturn for the Nasdaq Composite was the largest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage drop in six months.<blockquote>科技股刚刚遭受重创，就像《纽约时报》对麦迪逊公园十一号餐厅的评论一样糟糕。（例如：甜菜菜“尝起来像柠檬誓言，闻起来像燃烧的大麻。”）纳斯达克综合指数2.8%的跌幅是最大的<a href=\"https://laohu8.com/S/AONE.U\">一</a>-六个月内的天数百分比下降。</blockquote> The sharp rise in interest rates over the last two weeks appears to be the main culprit. According to Goldman Sachs, the 26 basis points rise in the 10-year Treasury yield since Sept. 14 represented a 1.4 standard deviation event, and the 20 basis point rise in the 10-year TIPS yield represents a 1.7 standard deviation event.<blockquote>过去两周利率的大幅上升似乎是罪魁祸首。高盛表示，自9月14日以来，10年期国债收益率上升26个基点代表1.4标准差事件，10年期TIPS收益率上升20个基点代表1.7标准差事件。</blockquote> <img src=\"https://static.tigerbbs.com/3e4ea8be326537971e62e8118dec0b81\" tg-width=\"700\" tg-height=\"656\" width=\"100%\" height=\"auto\"><blockquote></blockquote> Since 1965, they note, stocks struggle when rates rise by two or more standard deviations. With the long-duration information technology and communication services sector now accounting for 40% of the S&amp;P 500 market cap, the index is even more sensitive to rate shocks.<blockquote>他们指出，自1965年以来，当利率上升两个或更多标准差时，股市就会陷入困境。由于长期信息技术和通信服务行业目前占标普500市值的40%，该指数对利率冲击更加敏感。</blockquote> Another issue, say strategists led by Ryan Hammond, is that the backdrop for stocks isn't as favorable as when interest rates initially jumped at the beginning of the year. \"That move largely reflected the ongoing improvement in the economic growth outlook following the vaccine announcements in early November. Today, economic growth is decelerating, the FOMC [Federal Open Market Committee] is expected to announce the start of tapering at its November meeting, and our economists have downgraded China's economic growth forecasts,\" say the economists.<blockquote>瑞安·哈蒙德(Ryan Hammond)领导的策略师表示，另一个问题是，股市的背景并不像年初利率最初飙升时那么有利。“这一举措在很大程度上反映了11月初宣布疫苗后经济增长前景的持续改善。如今，经济增长正在减速，FOMC（联邦公开市场委员会）预计将在11月会议上宣布开始缩减规模，我们的经济学家下调了中国经济增长预期，”经济学家表示。</blockquote> So what to look at now? Focus on the speed of the rate moves more than the level. The 10-year yield would have to rise above 2.3% for relative valuations -- the difference between the earnings yield and the bond yield -- to rank above the long-term average.<blockquote>那么现在看什么呢？关注移动速度而不是水平。10年期国债收益率必须升至2.3%以上，相对估值（盈利收益率与债券收益率之间的差异）才能高于长期平均水平。</blockquote> <img src=\"https://static.tigerbbs.com/a7e0148a36c4317619a03b61b44f9175\" tg-width=\"700\" tg-height=\"655\" width=\"100%\" height=\"auto\"><blockquote></blockquote> The Goldman strategists also aren't as bullish toward short-duration value stocks as they were earlier in the year. \"We expect the magnitude of outperformance for short-duration value stocks will be more muted in today's environment than in the early 2021 experience, given the less favorable current economic backdrop of decelerating growth,\" they say. Maintain longer-term positions in high-quality secular growth stocks, they add.<blockquote>高盛策略师也不像今年早些时候那样看好短期价值股。他们表示：“鉴于当前增长放缓的经济背景不太有利，我们预计短期价值股在当今环境下的优异表现将比2021年初的经历更加微弱。”他们补充说，保持优质长期成长型股票的长期头寸。</blockquote>","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>Tech stocks were just stomped. 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Here's what to watch next, according to Goldman Sachs.<blockquote>科技股刚刚遭到重挫。高盛表示，以下是接下来值得关注的内容。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-09-29 20:35\n\n</h4>\n</header>\n<article>\nTech stocks just got pounded as bad as the New York Times restaurant review of Eleven Madison Park. (Sample: the beet dish \"tastes like Lemon Pledge and smells like a burning joint.\") The 2.8% downturn for the Nasdaq Composite was the largest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage drop in six months.<blockquote>科技股刚刚遭受重创，就像《纽约时报》对麦迪逊公园十一号餐厅的评论一样糟糕。（例如：甜菜菜“尝起来像柠檬誓言，闻起来像燃烧的大麻。”）纳斯达克综合指数2.8%的跌幅是最大的<a href=\"https://laohu8.com/S/AONE.U\">一</a>-六个月内的天数百分比下降。</blockquote> The sharp rise in interest rates over the last two weeks appears to be the main culprit. According to Goldman Sachs, the 26 basis points rise in the 10-year Treasury yield since Sept. 14 represented a 1.4 standard deviation event, and the 20 basis point rise in the 10-year TIPS yield represents a 1.7 standard deviation event.<blockquote>过去两周利率的大幅上升似乎是罪魁祸首。高盛表示，自9月14日以来，10年期国债收益率上升26个基点代表1.4标准差事件，10年期TIPS收益率上升20个基点代表1.7标准差事件。</blockquote> <img src=\"https://static.tigerbbs.com/3e4ea8be326537971e62e8118dec0b81\" tg-width=\"700\" tg-height=\"656\" width=\"100%\" height=\"auto\"><blockquote></blockquote> Since 1965, they note, stocks struggle when rates rise by two or more standard deviations. With the long-duration information technology and communication services sector now accounting for 40% of the S&amp;P 500 market cap, the index is even more sensitive to rate shocks.<blockquote>他们指出，自1965年以来，当利率上升两个或更多标准差时，股市就会陷入困境。由于长期信息技术和通信服务行业目前占标普500市值的40%，该指数对利率冲击更加敏感。</blockquote> Another issue, say strategists led by Ryan Hammond, is that the backdrop for stocks isn't as favorable as when interest rates initially jumped at the beginning of the year. \"That move largely reflected the ongoing improvement in the economic growth outlook following the vaccine announcements in early November. Today, economic growth is decelerating, the FOMC [Federal Open Market Committee] is expected to announce the start of tapering at its November meeting, and our economists have downgraded China's economic growth forecasts,\" say the economists.<blockquote>瑞安·哈蒙德(Ryan Hammond)领导的策略师表示，另一个问题是，股市的背景并不像年初利率最初飙升时那么有利。“这一举措在很大程度上反映了11月初宣布疫苗后经济增长前景的持续改善。如今，经济增长正在减速，FOMC（联邦公开市场委员会）预计将在11月会议上宣布开始缩减规模，我们的经济学家下调了中国经济增长预期，”经济学家表示。</blockquote> So what to look at now? Focus on the speed of the rate moves more than the level. The 10-year yield would have to rise above 2.3% for relative valuations -- the difference between the earnings yield and the bond yield -- to rank above the long-term average.<blockquote>那么现在看什么呢？关注移动速度而不是水平。10年期国债收益率必须升至2.3%以上，相对估值（盈利收益率与债券收益率之间的差异）才能高于长期平均水平。</blockquote> <img src=\"https://static.tigerbbs.com/a7e0148a36c4317619a03b61b44f9175\" tg-width=\"700\" tg-height=\"655\" width=\"100%\" height=\"auto\"><blockquote></blockquote> The Goldman strategists also aren't as bullish toward short-duration value stocks as they were earlier in the year. \"We expect the magnitude of outperformance for short-duration value stocks will be more muted in today's environment than in the early 2021 experience, given the less favorable current economic backdrop of decelerating growth,\" they say. Maintain longer-term positions in high-quality secular growth stocks, they add.<blockquote>高盛策略师也不像今年早些时候那样看好短期价值股。他们表示：“鉴于当前增长放缓的经济背景不太有利，我们预计短期价值股在当今环境下的优异表现将比2021年初的经历更加微弱。”他们补充说，保持优质长期成长型股票的长期头寸。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/tech-stocks-were-just-stomped-heres-what-to-watch-next-according-to-goldman-sachs-11632912648?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1632918812\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/tech-stocks-were-just-stomped-heres-what-to-watch-next-according-to-goldman-sachs-11632912648?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1632918812","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171989792","content_text":"Tech stocks just got pounded as bad as the New York Times restaurant review of Eleven Madison Park. (Sample: the beet dish \"tastes like Lemon Pledge and smells like a burning joint.\") The 2.8% downturn for the Nasdaq Composite was the largest one-day percentage drop in six months.\nThe sharp rise in interest rates over the last two weeks appears to be the main culprit. According to Goldman Sachs, the 26 basis points rise in the 10-year Treasury yield since Sept. 14 represented a 1.4 standard deviation event, and the 20 basis point rise in the 10-year TIPS yield represents a 1.7 standard deviation event.\n\nSince 1965, they note, stocks struggle when rates rise by two or more standard deviations. With the long-duration information technology and communication services sector now accounting for 40% of the S&P 500 market cap, the index is even more sensitive to rate shocks.\nAnother issue, say strategists led by Ryan Hammond, is that the backdrop for stocks isn't as favorable as when interest rates initially jumped at the beginning of the year. \"That move largely reflected the ongoing improvement in the economic growth outlook following the vaccine announcements in early November. Today, economic growth is decelerating, the FOMC [Federal Open Market Committee] is expected to announce the start of tapering at its November meeting, and our economists have downgraded China's economic growth forecasts,\" say the economists.\nSo what to look at now? Focus on the speed of the rate moves more than the level. The 10-year yield would have to rise above 2.3% for relative valuations -- the difference between the earnings yield and the bond yield -- to rank above the long-term average.\n\nThe Goldman strategists also aren't as bullish toward short-duration value stocks as they were earlier in the year. \"We expect the magnitude of outperformance for short-duration value stocks will be more muted in today's environment than in the early 2021 experience, given the less favorable current economic backdrop of decelerating growth,\" they say. Maintain longer-term positions in high-quality secular growth stocks, they add.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3004,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/862747451"}