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2021-09-14

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Brace for 'choppy' market after Wall Street analysts trim S&P 500 earnings estimates for third quarter<blockquote>华尔街分析师下调标普500第三季度盈利预期后，为“波动”市场做好准备</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":886594029,"tweetId":"886594029","gmtCreate":1631603056261,"gmtModify":1631883968990,"author":{"id":3581658741892979,"idStr":"3581658741892979","authorId":3581658741892979,"authorIdStr":"3581658741892979","name":"Abu888","avatar":"https://static.tigerbbs.com/39dfd9ec19b4b4e5c99cbc270b33e932","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Like my comments thanks&nbsp;</body></html>","htmlText":"<html><head></head><body>Like my comments thanks&nbsp;</body></html>","text":"Like my comments thanks","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/886594029","repostId":2167433580,"repostType":4,"repost":{"id":"2167433580","kind":"highlight","pubTimestamp":1631602991,"share":"https://www.laohu8.com/m/news/2167433580?lang=zh_CN&edition=full","pubTime":"2021-09-14 15:03","market":"us","language":"en","title":"Brace for 'choppy' market after Wall Street analysts trim S&P 500 earnings estimates for third quarter<blockquote>华尔街分析师下调标普500第三季度盈利预期后，为“波动”市场做好准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2167433580","media":"MarketWatch","summary":"'It's a good idea to lighten up on equity exposure,' says DataTrek co-founder\nIs the U.S. stock mark","content":"'It's a good idea to lighten up on equity exposure,' says DataTrek co-founder<blockquote>DataTrek联合创始人表示，减少股票敞口是个好主意</blockquote> <img src=\"https://static.tigerbbs.com/117649c67a585b760bd34e6cfde46ef3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">Is the U.S. stock market heading for a correction in 2021?<blockquote>2021年美股走向回调？</blockquote> Another crack may be emerging in the U.S. stock market.<blockquote>美国股市可能正在出现另一条裂缝。</blockquote> \"We don't want to make too much of this (yet), but Wall Street analysts actually cut their Q3 2021 earnings estimates for the S&amp;P 500 last week,\" DataTrek co-founder Nicholas Colas wrote in a note Monday. \"This, along with slowing economic growth, will make for further volatility.\"<blockquote>DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)周一在一份报告中写道：“我们（还）不想对此做太多，但华尔街分析师上周实际上下调了对这家标普500 2021年第三季度的盈利预期。”“这加上经济增长放缓，将导致进一步的波动。”</blockquote> Last week's slightly revised earnings expectations for the third quarter were due to adjustments made by analysts in the industrials and materials sectors, according to the note. Considering current valuations of the S&amp;P 500, DataTrek said U.S. stocks need the \"tailwind of rising earnings expectations\" as well as companies beating estimates.<blockquote>报告称，上周对第三季度盈利预期的小幅修正是由于工业和材料行业分析师的调整。DataTrek表示，考虑到标普500目前的估值，美股需要“盈利预期上升的推动力”以及超出预期的公司。</blockquote> \"It's a good idea to lighten up on equity exposure,\" Colas said in the note. \"The near term is shaping up to be choppy.\"<blockquote>科拉斯在报告中表示：“减少股票敞口是个好主意。”“短期内将会出现波动。”</blockquote> The S&amp;P 500 rose about 0.2% on&nbsp;Monday, trading near its all-time peak of 4536.95 on Sep. 2, after sliding 1.7% last week amid concerns the delta variant of the coronavirus may be slowing the economic recovery.<blockquote>由于担心冠状病毒的delta变种可能会减缓经济复苏，标普500周一上涨约0.2%，接近9月2日的历史峰值4536.95点，上周下跌1.7%。</blockquote> The materials sector of the S&amp;P 500 was down 0.1% in Monday afternoon trading, while the industrials sector was up 0.1%, according to FactSet data, at last check.<blockquote>根据FactSet最新数据，周一下午交易中，标普500材料板块下跌0.1%，而工业板块上涨0.1%。</blockquote> The S&amp;P 500 is valued at 20.3x earnings estimates for 2022, according to the DataTrek note.<blockquote>根据DataTrek的报告，该标普500的估值是2022年盈利预期的20.3倍。</blockquote> At the end of last week, Wall Street analysts estimated in aggregate that third-quarter earnings per share for the S&amp;P 500 will be $49.23, or $0.07 per share lower than forecast the prior week, Colas wrote, citing FactSet data. \"As much as analysts have been persistently too conservative with their estimates since Q2 2020, seeing them cut numbers (however slightly) is still worrisome.\"<blockquote>Colas援引FactSet数据写道，上周末，华尔街分析师总体预计标普500第三季度每股收益为49.23美元，比前一周的预期低0.07美元。“尽管自2020年第二季度以来分析师的预测一直过于保守，但看到他们削减数字（无论多么轻微）仍然令人担忧。”</blockquote> RBC Capital Markets has lifted its S&amp;P 500 price target this year to 4,500, from 4,325, saying in a report Monday that its earnings-per-share forecast for the index has been revised higher to $200. The bank also raised its 2022 EPS forecast to $222 while introducing a price target of 4,900 for next year.<blockquote>加拿大皇家银行资本市场(RBC Capital Markets)已将标普500今年的目标股价从4,325点上调至4,500点，并在周一的一份报告中表示，其对该指数的每股收益预期已上调至200美元。该行还将2022年每股收益预期上调至222美元，同时将明年的目标价定为4,900美元。</blockquote> But \"<a href=\"https://laohu8.com/S/AONE.U\">one</a> key risk that we are monitoring for the stock market -- and our call -- is the possibility that S&amp;P 500 EPS growth will turn negative in early 2022,\" RBC analysts led by Lori Calvasina, head of U.S. equity strategy, said in the report. \"While we are not worried about an economic recession,\" the strategists said they're watching for \"the possibility that EPS growth for the S&amp;P 500 may be weaker than the stock market can tolerate in early 2022.\"<blockquote>但是“<a href=\"https://laohu8.com/S/AONE.U\">一</a>以美国股票策略主管Lori Calvasina为首的加拿大皇家银行分析师在报告中表示：“我们正在监控股市以及我们的看涨期权的关键风险是标普500每股收益增长可能在2022年初转为负值。”虽然我们并不担心经济衰退，但策略师们表示，他们正在关注“标普500每股收益增长可能弱于2022年初股市所能承受的可能性”。</blockquote> Wall Street banks have delivered recent warnings of a looming correction for the U.S. stock market amid concern over stretched valuations. RBC also sees risk of a pullback by year-end, but views it as \"a buying opportunity,\" according to its report.<blockquote>由于对估值过高的担忧，华尔街银行最近发出警告，称美国股市即将出现调整。加拿大皇家银行也认为年底前存在回调的风险，但根据其报告，将其视为“买入机会”。</blockquote> DataTrek expressed \"confidence\" that the S&amp;P 500 could this year push above its recent record high, despite expected volatility. While third-quarter earnings expectations have \"stagnated,\" U.S. large-cap stocks should still have enough \"earnings power\" to beat consensus estimates, according to the firm's note.<blockquote>DataTrek表示“有信心”标普500今年可能会突破近期的历史高点，尽管预计会出现波动。该公司的报告称，尽管第三季度盈利预期“停滞不前”，但美国大盘股仍应拥有足够的“盈利能力”来超出市场普遍预期。</blockquote> \"That won't necessarily help current market sentiment,\" Colas said. \"We expect September to be volatile.\"<blockquote>“这不一定有助于当前的市场情绪，”科拉斯说。“我们预计9月份将出现波动。”</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>Brace for 'choppy' market after Wall Street analysts trim S&P 500 earnings estimates for third quarter<blockquote>华尔街分析师下调标普500第三季度盈利预期后，为“波动”市场做好准备</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\">\nBrace for 'choppy' market after Wall Street analysts trim S&P 500 earnings estimates for third quarter<blockquote>华尔街分析师下调标普500第三季度盈利预期后，为“波动”市场做好准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-09-14 15:03\n\n</h4>\n</header>\n<article>\n'It's a good idea to lighten up on equity exposure,' says DataTrek co-founder<blockquote>DataTrek联合创始人表示，减少股票敞口是个好主意</blockquote> <img src=\"https://static.tigerbbs.com/117649c67a585b760bd34e6cfde46ef3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">Is the U.S. stock market heading for a correction in 2021?<blockquote>2021年美股走向回调？</blockquote> Another crack may be emerging in the U.S. stock market.<blockquote>美国股市可能正在出现另一条裂缝。</blockquote> \"We don't want to make too much of this (yet), but Wall Street analysts actually cut their Q3 2021 earnings estimates for the S&amp;P 500 last week,\" DataTrek co-founder Nicholas Colas wrote in a note Monday. \"This, along with slowing economic growth, will make for further volatility.\"<blockquote>DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)周一在一份报告中写道：“我们（还）不想对此做太多，但华尔街分析师上周实际上下调了对这家标普500 2021年第三季度的盈利预期。”“这加上经济增长放缓，将导致进一步的波动。”</blockquote> Last week's slightly revised earnings expectations for the third quarter were due to adjustments made by analysts in the industrials and materials sectors, according to the note. Considering current valuations of the S&amp;P 500, DataTrek said U.S. stocks need the \"tailwind of rising earnings expectations\" as well as companies beating estimates.<blockquote>报告称，上周对第三季度盈利预期的小幅修正是由于工业和材料行业分析师的调整。DataTrek表示，考虑到标普500目前的估值，美股需要“盈利预期上升的推动力”以及超出预期的公司。</blockquote> \"It's a good idea to lighten up on equity exposure,\" Colas said in the note. \"The near term is shaping up to be choppy.\"<blockquote>科拉斯在报告中表示：“减少股票敞口是个好主意。”“短期内将会出现波动。”</blockquote> The S&amp;P 500 rose about 0.2% on&nbsp;Monday, trading near its all-time peak of 4536.95 on Sep. 2, after sliding 1.7% last week amid concerns the delta variant of the coronavirus may be slowing the economic recovery.<blockquote>由于担心冠状病毒的delta变种可能会减缓经济复苏，标普500周一上涨约0.2%，接近9月2日的历史峰值4536.95点，上周下跌1.7%。</blockquote> The materials sector of the S&amp;P 500 was down 0.1% in Monday afternoon trading, while the industrials sector was up 0.1%, according to FactSet data, at last check.<blockquote>根据FactSet最新数据，周一下午交易中，标普500材料板块下跌0.1%，而工业板块上涨0.1%。</blockquote> The S&amp;P 500 is valued at 20.3x earnings estimates for 2022, according to the DataTrek note.<blockquote>根据DataTrek的报告，该标普500的估值是2022年盈利预期的20.3倍。</blockquote> At the end of last week, Wall Street analysts estimated in aggregate that third-quarter earnings per share for the S&amp;P 500 will be $49.23, or $0.07 per share lower than forecast the prior week, Colas wrote, citing FactSet data. \"As much as analysts have been persistently too conservative with their estimates since Q2 2020, seeing them cut numbers (however slightly) is still worrisome.\"<blockquote>Colas援引FactSet数据写道，上周末，华尔街分析师总体预计标普500第三季度每股收益为49.23美元，比前一周的预期低0.07美元。“尽管自2020年第二季度以来分析师的预测一直过于保守，但看到他们削减数字（无论多么轻微）仍然令人担忧。”</blockquote> RBC Capital Markets has lifted its S&amp;P 500 price target this year to 4,500, from 4,325, saying in a report Monday that its earnings-per-share forecast for the index has been revised higher to $200. The bank also raised its 2022 EPS forecast to $222 while introducing a price target of 4,900 for next year.<blockquote>加拿大皇家银行资本市场(RBC Capital Markets)已将标普500今年的目标股价从4,325点上调至4,500点，并在周一的一份报告中表示，其对该指数的每股收益预期已上调至200美元。该行还将2022年每股收益预期上调至222美元，同时将明年的目标价定为4,900美元。</blockquote> But \"<a href=\"https://laohu8.com/S/AONE.U\">one</a> key risk that we are monitoring for the stock market -- and our call -- is the possibility that S&amp;P 500 EPS growth will turn negative in early 2022,\" RBC analysts led by Lori Calvasina, head of U.S. equity strategy, said in the report. \"While we are not worried about an economic recession,\" the strategists said they're watching for \"the possibility that EPS growth for the S&amp;P 500 may be weaker than the stock market can tolerate in early 2022.\"<blockquote>但是“<a href=\"https://laohu8.com/S/AONE.U\">一</a>以美国股票策略主管Lori Calvasina为首的加拿大皇家银行分析师在报告中表示：“我们正在监控股市以及我们的看涨期权的关键风险是标普500每股收益增长可能在2022年初转为负值。”虽然我们并不担心经济衰退，但策略师们表示，他们正在关注“标普500每股收益增长可能弱于2022年初股市所能承受的可能性”。</blockquote> Wall Street banks have delivered recent warnings of a looming correction for the U.S. stock market amid concern over stretched valuations. RBC also sees risk of a pullback by year-end, but views it as \"a buying opportunity,\" according to its report.<blockquote>由于对估值过高的担忧，华尔街银行最近发出警告，称美国股市即将出现调整。加拿大皇家银行也认为年底前存在回调的风险，但根据其报告，将其视为“买入机会”。</blockquote> DataTrek expressed \"confidence\" that the S&amp;P 500 could this year push above its recent record high, despite expected volatility. While third-quarter earnings expectations have \"stagnated,\" U.S. large-cap stocks should still have enough \"earnings power\" to beat consensus estimates, according to the firm's note.<blockquote>DataTrek表示“有信心”标普500今年可能会突破近期的历史高点，尽管预计会出现波动。该公司的报告称，尽管第三季度盈利预期“停滞不前”，但美国大盘股仍应拥有足够的“盈利能力”来超出市场普遍预期。</blockquote> \"That won't necessarily help current market sentiment,\" Colas said. \"We expect September to be volatile.\"<blockquote>“这不一定有助于当前的市场情绪，”科拉斯说。“我们预计9月份将出现波动。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/brace-for-choppy-market-after-wall-street-analysts-trim-s-p-500-earnings-estimates-for-third-quarter-11631562992?mod=home-page\">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":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/brace-for-choppy-market-after-wall-street-analysts-trim-s-p-500-earnings-estimates-for-third-quarter-11631562992?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167433580","content_text":"'It's a good idea to lighten up on equity exposure,' says DataTrek co-founder\nIs the U.S. stock market heading for a correction in 2021?\nAnother crack may be emerging in the U.S. stock market.\n\"We don't want to make too much of this (yet), but Wall Street analysts actually cut their Q3 2021 earnings estimates for the S&P 500 last week,\" DataTrek co-founder Nicholas Colas wrote in a note Monday. \"This, along with slowing economic growth, will make for further volatility.\"\nLast week's slightly revised earnings expectations for the third quarter were due to adjustments made by analysts in the industrials and materials sectors, according to the note. Considering current valuations of the S&P 500, DataTrek said U.S. stocks need the \"tailwind of rising earnings expectations\" as well as companies beating estimates.\n\"It's a good idea to lighten up on equity exposure,\" Colas said in the note. \"The near term is shaping up to be choppy.\"\nThe S&P 500 rose about 0.2% on Monday, trading near its all-time peak of 4536.95 on Sep. 2, after sliding 1.7% last week amid concerns the delta variant of the coronavirus may be slowing the economic recovery.\nThe materials sector of the S&P 500 was down 0.1% in Monday afternoon trading, while the industrials sector was up 0.1%, according to FactSet data, at last check.\nThe S&P 500 is valued at 20.3x earnings estimates for 2022, according to the DataTrek note.\nAt the end of last week, Wall Street analysts estimated in aggregate that third-quarter earnings per share for the S&P 500 will be $49.23, or $0.07 per share lower than forecast the prior week, Colas wrote, citing FactSet data. \"As much as analysts have been persistently too conservative with their estimates since Q2 2020, seeing them cut numbers (however slightly) is still worrisome.\"\nRBC Capital Markets has lifted its S&P 500 price target this year to 4,500, from 4,325, saying in a report Monday that its earnings-per-share forecast for the index has been revised higher to $200. The bank also raised its 2022 EPS forecast to $222 while introducing a price target of 4,900 for next year.\nBut \"one key risk that we are monitoring for the stock market -- and our call -- is the possibility that S&P 500 EPS growth will turn negative in early 2022,\" RBC analysts led by Lori Calvasina, head of U.S. equity strategy, said in the report. \"While we are not worried about an economic recession,\" the strategists said they're watching for \"the possibility that EPS growth for the S&P 500 may be weaker than the stock market can tolerate in early 2022.\"\nWall Street banks have delivered recent warnings of a looming correction for the U.S. stock market amid concern over stretched valuations. RBC also sees risk of a pullback by year-end, but views it as \"a buying opportunity,\" according to its report.\nDataTrek expressed \"confidence\" that the S&P 500 could this year push above its recent record high, despite expected volatility. While third-quarter earnings expectations have \"stagnated,\" U.S. large-cap stocks should still have enough \"earnings power\" to beat consensus estimates, according to the firm's note.\n\"That won't necessarily help current market sentiment,\" Colas said. \"We expect September to be volatile.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1449,"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":20,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/886594029"}