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Jtjtjt
2021-09-04
Go higher pls
Jtjtjt
2021-09-01
Nice
抱歉,原内容已删除
Jtjtjt
2021-09-01
Swee
Apple shares rose nearly 2% in early trading<blockquote>苹果股价早盘上涨近2%</blockquote>
Jtjtjt
2021-08-31
Nice
9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</blockquote>
Jtjtjt
2021-08-31
Ooo
抱歉,原内容已删除
Jtjtjt
2021-08-25
Ok
Express Inc Stock Gains After Q2 Earnings Beat<blockquote>Express Inc 第二季度盈利超出预期后股价上涨</blockquote>
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higher pls","listText":"Go higher pls","text":"Go higher pls","images":[{"img":"https://static.tigerbbs.com/078309869579455e4a1cbd502f3c60d7","width":"1125","height":"2612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815589244","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":816566689,"gmtCreate":1630507752441,"gmtModify":1632475495351,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573730518607738","idStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816566689","repostId":"2164180358","repostType":4,"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816249741,"gmtCreate":1630505149483,"gmtModify":1632475822484,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573730518607738","idStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Swee","listText":"Swee","text":"Swee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816249741","repostId":"1194937312","repostType":4,"repost":{"id":"1194937312","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630503428,"share":"https://www.laohunote.com/m/news/1194937312?lang=zh_CN&edition=full","pubTime":"2021-09-01 21:37","market":"us","language":"en","title":"Apple shares rose nearly 2% in early trading<blockquote>苹果股价早盘上涨近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194937312","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% in early trading.\n\n\nWolfe Research upgrades Apple from Underperform to P","content":"<p>Apple shares rose nearly 2% in early trading.</p><p><blockquote>苹果股价早盘上涨近2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/074074cd9456d4c1a7776d87b07c5c72\" tg-width=\"885\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <ul> <li>Wolfe Research upgrades Apple from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.</li> <li>Analyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.</li> <li>Kvaal raises Apple's price target from $135 to $155.</li> </ul></p><p><blockquote><ul><li>Wolfe Research将苹果从表现不佳上调至表现同行,原因是iPhone 12强劲的需求趋势,这将为预计将于本月晚些时候推出的iPhone 13系列提供推动力。</li><li>分析师杰弗里·夸尔 (Jeffrey Kvaal) 表示,需求是由美国运营商健康的促销和华为股价上涨推动的。额外的燃料来自这家科技巨头的供应链实力,这在一定程度上抵消了全球零部件短缺和“较高”的平均销售价格。</li><li>Kvaal 将苹果的目标价从 135 美元上调至 155 美元。</li></ul></blockquote></p><p></p>","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>Apple shares rose nearly 2% in early trading<blockquote>苹果股价早盘上涨近2%</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\">\nApple shares rose nearly 2% in early trading<blockquote>苹果股价早盘上涨近2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-01 21:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% in early trading.</p><p><blockquote>苹果股价早盘上涨近2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/074074cd9456d4c1a7776d87b07c5c72\" tg-width=\"885\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <ul> <li>Wolfe Research upgrades Apple from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.</li> <li>Analyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.</li> <li>Kvaal raises Apple's price target from $135 to $155.</li> </ul></p><p><blockquote><ul><li>Wolfe Research将苹果从表现不佳上调至表现同行,原因是iPhone 12强劲的需求趋势,这将为预计将于本月晚些时候推出的iPhone 13系列提供推动力。</li><li>分析师杰弗里·夸尔 (Jeffrey Kvaal) 表示,需求是由美国运营商健康的促销和华为股价上涨推动的。额外的燃料来自这家科技巨头的供应链实力,这在一定程度上抵消了全球零部件短缺和“较高”的平均销售价格。</li><li>Kvaal 将苹果的目标价从 135 美元上调至 155 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194937312","content_text":"Apple shares rose nearly 2% in early trading.\n\n\nWolfe Research upgrades Apple from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.\nAnalyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.\nKvaal raises Apple's price target from $135 to $155.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818120447,"gmtCreate":1630386199889,"gmtModify":1704959519544,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573730518607738","idStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818120447","repostId":"1153871779","repostType":4,"repost":{"id":"1153871779","kind":"news","pubTimestamp":1630375340,"share":"https://www.laohunote.com/m/news/1153871779?lang=zh_CN&edition=full","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p><p><blockquote>在像这样的牛市<a href=\"https://laohu8.com/S/AONE.U\">一</a>目前,共同基金和对冲基金的基金经理——通常对投资客户现金采取截然相反的方法——可能会在拥有的最佳名称上找到一些共同点,这并不奇怪。</blockquote></p><p> <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p><p><blockquote><a href=\"https://laohu8.com/S/GS\">高盛</a>在对 813 家总股本敞口为 2.9 万亿美元的对冲基金和 573 家管理资产为 3 万亿美元的共同基金进行的新分析中发现,目前有 9 只股票都看好。它们包括:<a href=\"https://laohu8.com/S/ADBE\">土坯</a>,<a href=\"https://laohu8.com/S/FISV\">鱼服务器</a>(FISV),<a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/LBRDA\">自由宽带</a>, 万事达卡 (MA),<a href=\"https://laohu8.com/S/SQ\">平方</a>,<a href=\"https://laohu8.com/S/TWLO\">特维利奥</a>,<a href=\"https://laohu8.com/S/V\">签证</a>(V)及<a href=\"https://laohu8.com/S/WFC\">富国银行</a>.</blockquote></p><p> The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p><p><blockquote>股票——大部分是成长型品种(富国银行和<a href=\"https://laohu8.com/S/BGC\">一般的</a>然而,从估值角度来看,汽车)并不便宜。</blockquote></p><p> Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p><p><blockquote>高盛指出,这九只股票的估值比标普500 (^GSPC) 高出 63%。这些主要是成长型股票的强劲相对溢价可能解释了为什么它们在 2021 年大部分时间里更倾向于价值板块的市场中表现不佳。</blockquote></p><p> These nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p><p><blockquote>根据高盛的调查结果,这九个“共同最爱”今年落后标普500 14个百分点(涨幅6%,升值20%)。</blockquote></p><p> \"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p><p><blockquote>“拥有共同收藏夹的策略有着优异的历史记录。自 2013 年以来,等权重的共同收藏夹列表已产生 20% 的年化回报率(标普500为 16%),并在 62% 的时间内超过了标普500,”高盛首席美国股票策略师 David Kostin 表示。</blockquote></p><p> Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p><p><blockquote>对于年底股市的前景,双方似乎达成了进一步的共识。</blockquote></p><p> Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p><p><blockquote>共同基金现金分配占管理资产的百分比处于1.6%的历史低点,而历史平均水平为2.5%。与此同时,高盛的研究显示,对冲基金的杠杆——或利用债务来提高投资回报——仍然处于历史水平。</blockquote></p><p> \"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p><p><blockquote>“当今投资格局的主要特征是持有现金从未如此严厉。”PGIM管理着超过1.5万亿美元的资产。</blockquote></p><p> Both mutual fund and hedge fund managers seem to agree on that take on cash.</p><p><blockquote>共同基金和对冲基金经理似乎都同意接受现金。</blockquote></p><p></p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-08-31 10:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p><p><blockquote>在像这样的牛市<a href=\"https://laohu8.com/S/AONE.U\">一</a>目前,共同基金和对冲基金的基金经理——通常对投资客户现金采取截然相反的方法——可能会在拥有的最佳名称上找到一些共同点,这并不奇怪。</blockquote></p><p> <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p><p><blockquote><a href=\"https://laohu8.com/S/GS\">高盛</a>在对 813 家总股本敞口为 2.9 万亿美元的对冲基金和 573 家管理资产为 3 万亿美元的共同基金进行的新分析中发现,目前有 9 只股票都看好。它们包括:<a href=\"https://laohu8.com/S/ADBE\">土坯</a>,<a href=\"https://laohu8.com/S/FISV\">鱼服务器</a>(FISV),<a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/LBRDA\">自由宽带</a>, 万事达卡 (MA),<a href=\"https://laohu8.com/S/SQ\">平方</a>,<a href=\"https://laohu8.com/S/TWLO\">特维利奥</a>,<a href=\"https://laohu8.com/S/V\">签证</a>(V)及<a href=\"https://laohu8.com/S/WFC\">富国银行</a>.</blockquote></p><p> The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p><p><blockquote>股票——大部分是成长型品种(富国银行和<a href=\"https://laohu8.com/S/BGC\">一般的</a>然而,从估值角度来看,汽车)并不便宜。</blockquote></p><p> Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p><p><blockquote>高盛指出,这九只股票的估值比标普500 (^GSPC) 高出 63%。这些主要是成长型股票的强劲相对溢价可能解释了为什么它们在 2021 年大部分时间里更倾向于价值板块的市场中表现不佳。</blockquote></p><p> These nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p><p><blockquote>根据高盛的调查结果,这九个“共同最爱”今年落后标普500 14个百分点(涨幅6%,升值20%)。</blockquote></p><p> \"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p><p><blockquote>“拥有共同收藏夹的策略有着优异的历史记录。自 2013 年以来,等权重的共同收藏夹列表已产生 20% 的年化回报率(标普500为 16%),并在 62% 的时间内超过了标普500,”高盛首席美国股票策略师 David Kostin 表示。</blockquote></p><p> Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p><p><blockquote>对于年底股市的前景,双方似乎达成了进一步的共识。</blockquote></p><p> Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p><p><blockquote>共同基金现金分配占管理资产的百分比处于1.6%的历史低点,而历史平均水平为2.5%。与此同时,高盛的研究显示,对冲基金的杠杆——或利用债务来提高投资回报——仍然处于历史水平。</blockquote></p><p> \"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p><p><blockquote>“当今投资格局的主要特征是持有现金从未如此严厉。”PGIM管理着超过1.5万亿美元的资产。</blockquote></p><p> Both mutual fund and hedge fund managers seem to agree on that take on cash.</p><p><blockquote>共同基金和对冲基金经理似乎都同意接受现金。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Yahoo</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":{"WFC":"富国银行","ADBE":"Adobe","LBRDA":"Liberty Broadband Corporation - Class A","V":"Visa","MA":"万事达","TWLO":"Twilio Inc","GM":"通用汽车","FISV":"费哲金融服务"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1,"symbols_score_info":{"FISV":0.9,"TWLO":0.9,"SQ":0.9,"ADBE":0.9,"GM":0.9,"V":0.9,"LBRDA":0.9,"WFC":0.9,"MA":0.9}},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818167234,"gmtCreate":1630386140028,"gmtModify":1704959518340,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573730518607738","idStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818167234","repostId":"2163833181","repostType":4,"isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837256389,"gmtCreate":1629896188541,"gmtModify":1633681663521,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573730518607738","idStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837256389","repostId":"2162056351","repostType":4,"repost":{"id":"2162056351","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629895654,"share":"https://www.laohunote.com/m/news/2162056351?lang=zh_CN&edition=full","pubTime":"2021-08-25 20:47","market":"us","language":"en","title":"Express Inc Stock Gains After Q2 Earnings Beat<blockquote>Express Inc 第二季度盈利超出预期后股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2162056351","media":"Benzinga Earnings","summary":"\n","content":"<p><b><a href=\"https://laohu8.com/S/EXPR\">Express</a> Inc</b> (NYSE:EXPR) reported second-quarter FY21 sales growth of 86% year-on-year, to $457.6 million, beating the analyst consensus of $447.91 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/EXPR\">表达</a>公司</b>(纽约证券交易所股票代码:EXPR)公布 2021 财年第二季度销售额同比增长 86%,达到 4.576 亿美元,超过分析师普遍预期的 4.4791 亿美元。</blockquote></p><p> Consolidated comparable sales increased 42% versus last year and increased 3% compared to Q2 FY19.</p><p><blockquote>综合可比销售额较去年增长 42%,较 2019 财年第二季度增长 3%。</blockquote></p><p> Comparable retail sales, including Express stores and eCommerce, rose 48%, and comparable outlet store sales increased 30%.</p><p><blockquote>包括快递商店和电子商务在内的可比零售额增长了48%,可比直销店销售额增长了30%。</blockquote></p><p> E-commerce demand grew 28% Y/Y and 20% against Q2 FY19.</p><p><blockquote>电子商务需求同比增长 28%,较 2019 财年第二季度增长 20%。</blockquote></p><p> Operating expenses rose 45.8% Y/Y.</p><p><blockquote>运营费用同比增长45.8%。</blockquote></p><p> The gross margin was 32.6% versus (17.9)% last year. The gross margin expanded 580 basis points compared to Q2 FY19.</p><p><blockquote>毛利率为 32.6%,而去年为 (17.9%)%。与2019财年第二季度相比,毛利率扩大了580个基点。</blockquote></p><p> The operating margin was 3.2%, and operating income for the quarter was $14.8 million against $(136.3) million in Q2 FY20.</p><p><blockquote>营业利润率为3.2%,本季度经营利润为1480万美元,而2020财年第二季度为1.363亿美元。</blockquote></p><p> Inventory at the end of the quarter climbed 15% Y/Y to $266.6 million.</p><p><blockquote>本季度末库存同比增长 15%,达到 2.666 亿美元。</blockquote></p><p> The company held $33.9 million in cash and equivalents as of July 31, 2021.</p><p><blockquote>截至2021年7月31日,该公司持有3390万美元现金及等价物。</blockquote></p><p> Cash provided by operating activities for the six months totaled $67.6 million, with a free cash flow of $57 million.</p><p><blockquote>这六个月经营活动提供的现金总额为6760万美元,自由现金流为5700万美元。</blockquote></p><p> EBITDA was $30.8 million versus $(118.4) million last year.</p><p><blockquote>EBITDA 为 3080 万美元,而去年为 1.184 亿美元。</blockquote></p><p> Adjusted EPS of $0.02 beat the analyst consensus of $(0.30).</p><p><blockquote>调整后每股收益为 0.02 美元,超过分析师普遍预期的 0.30 美元。</blockquote></p><p> \"We experienced an inflection point after the Fourth of July and have been driving a doubledigit comp versus 2019 since that time,\" said CEO Tim Baxter.</p><p><blockquote>首席执行官蒂姆·巴克斯特 (Tim Baxter) 表示:“7 月 4 日之后,我们经历了一个拐点,从那时起,与 2019 年相比,我们的利润率一直达到两位数。”</blockquote></p><p> <b>Outlook</b>: Express sees net sales above 2019 levels on a comparable basis for the second half of the year.</p><p><blockquote><b>世界观</b>: Express 预计下半年的净销售额将高于 2019 年的可比水平。</blockquote></p><p> <b>Price Action:</b> EXPR shares are trading higher by 7.85% at $7.83 in premarket on the last check Wednesday.</p><p><blockquote><b>价格行为:</b>周三最后一次盘前检查时,EXPR 股价上涨 7.85%,至 7.83 美元。</blockquote></p><p></p>","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>Express Inc Stock Gains After Q2 Earnings Beat<blockquote>Express Inc 第二季度盈利超出预期后股价上涨</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\">\nExpress Inc Stock Gains After Q2 Earnings Beat<blockquote>Express Inc 第二季度盈利超出预期后股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-25 20:47</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/EXPR\">Express</a> Inc</b> (NYSE:EXPR) reported second-quarter FY21 sales growth of 86% year-on-year, to $457.6 million, beating the analyst consensus of $447.91 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/EXPR\">表达</a>公司</b>(纽约证券交易所股票代码:EXPR)公布 2021 财年第二季度销售额同比增长 86%,达到 4.576 亿美元,超过分析师普遍预期的 4.4791 亿美元。</blockquote></p><p> Consolidated comparable sales increased 42% versus last year and increased 3% compared to Q2 FY19.</p><p><blockquote>综合可比销售额较去年增长 42%,较 2019 财年第二季度增长 3%。</blockquote></p><p> Comparable retail sales, including Express stores and eCommerce, rose 48%, and comparable outlet store sales increased 30%.</p><p><blockquote>包括快递商店和电子商务在内的可比零售额增长了48%,可比直销店销售额增长了30%。</blockquote></p><p> E-commerce demand grew 28% Y/Y and 20% against Q2 FY19.</p><p><blockquote>电子商务需求同比增长 28%,较 2019 财年第二季度增长 20%。</blockquote></p><p> Operating expenses rose 45.8% Y/Y.</p><p><blockquote>运营费用同比增长45.8%。</blockquote></p><p> The gross margin was 32.6% versus (17.9)% last year. The gross margin expanded 580 basis points compared to Q2 FY19.</p><p><blockquote>毛利率为 32.6%,而去年为 (17.9%)%。与2019财年第二季度相比,毛利率扩大了580个基点。</blockquote></p><p> The operating margin was 3.2%, and operating income for the quarter was $14.8 million against $(136.3) million in Q2 FY20.</p><p><blockquote>营业利润率为3.2%,本季度经营利润为1480万美元,而2020财年第二季度为1.363亿美元。</blockquote></p><p> Inventory at the end of the quarter climbed 15% Y/Y to $266.6 million.</p><p><blockquote>本季度末库存同比增长 15%,达到 2.666 亿美元。</blockquote></p><p> The company held $33.9 million in cash and equivalents as of July 31, 2021.</p><p><blockquote>截至2021年7月31日,该公司持有3390万美元现金及等价物。</blockquote></p><p> Cash provided by operating activities for the six months totaled $67.6 million, with a free cash flow of $57 million.</p><p><blockquote>这六个月经营活动提供的现金总额为6760万美元,自由现金流为5700万美元。</blockquote></p><p> EBITDA was $30.8 million versus $(118.4) million last year.</p><p><blockquote>EBITDA 为 3080 万美元,而去年为 1.184 亿美元。</blockquote></p><p> Adjusted EPS of $0.02 beat the analyst consensus of $(0.30).</p><p><blockquote>调整后每股收益为 0.02 美元,超过分析师普遍预期的 0.30 美元。</blockquote></p><p> \"We experienced an inflection point after the Fourth of July and have been driving a doubledigit comp versus 2019 since that time,\" said CEO Tim Baxter.</p><p><blockquote>首席执行官蒂姆·巴克斯特 (Tim Baxter) 表示:“7 月 4 日之后,我们经历了一个拐点,从那时起,与 2019 年相比,我们的利润率一直达到两位数。”</blockquote></p><p> <b>Outlook</b>: Express sees net sales above 2019 levels on a comparable basis for the second half of the year.</p><p><blockquote><b>世界观</b>: Express 预计下半年的净销售额将高于 2019 年的可比水平。</blockquote></p><p> <b>Price Action:</b> EXPR shares are trading higher by 7.85% at $7.83 in premarket on the last check Wednesday.</p><p><blockquote><b>价格行为:</b>周三最后一次盘前检查时,EXPR 股价上涨 7.85%,至 7.83 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EXPR":"Express, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162056351","content_text":"Express Inc (NYSE:EXPR) reported second-quarter FY21 sales growth of 86% year-on-year, to $457.6 million, beating the analyst consensus of $447.91 million.\nConsolidated comparable sales increased 42% versus last year and increased 3% compared to Q2 FY19.\nComparable retail sales, including Express stores and eCommerce, rose 48%, and comparable outlet store sales increased 30%.\nE-commerce demand grew 28% Y/Y and 20% against Q2 FY19.\nOperating expenses rose 45.8% Y/Y.\nThe gross margin was 32.6% versus (17.9)% last year. The gross margin expanded 580 basis points compared to Q2 FY19.\nThe operating margin was 3.2%, and operating income for the quarter was $14.8 million against $(136.3) million in Q2 FY20.\nInventory at the end of the quarter climbed 15% Y/Y to $266.6 million.\nThe company held $33.9 million in cash and equivalents as of July 31, 2021.\nCash provided by operating activities for the six months totaled $67.6 million, with a free cash flow of $57 million.\nEBITDA was $30.8 million versus $(118.4) million last year.\nAdjusted EPS of $0.02 beat the analyst consensus of $(0.30).\n\"We experienced an inflection point after the Fourth of July and have been driving a doubledigit comp versus 2019 since that time,\" said CEO Tim Baxter.\nOutlook: Express sees net sales above 2019 levels on a comparable basis for the second half of the year.\nPrice Action: EXPR shares are trading higher by 7.85% at $7.83 in premarket on the last check Wednesday.","news_type":1,"symbols_score_info":{"EXPR":0.9}},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":816566689,"gmtCreate":1630507752441,"gmtModify":1632475495351,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573730518607738","authorIdStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816566689","repostId":"2164180358","repostType":4,"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816249741,"gmtCreate":1630505149483,"gmtModify":1632475822484,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573730518607738","authorIdStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Swee","listText":"Swee","text":"Swee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816249741","repostId":"1194937312","repostType":4,"repost":{"id":"1194937312","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630503428,"share":"https://www.laohunote.com/m/news/1194937312?lang=zh_CN&edition=full","pubTime":"2021-09-01 21:37","market":"us","language":"en","title":"Apple shares rose nearly 2% in early trading<blockquote>苹果股价早盘上涨近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194937312","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% in early trading.\n\n\nWolfe Research upgrades Apple from Underperform to P","content":"<p>Apple shares rose nearly 2% in early trading.</p><p><blockquote>苹果股价早盘上涨近2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/074074cd9456d4c1a7776d87b07c5c72\" tg-width=\"885\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <ul> <li>Wolfe Research upgrades Apple from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.</li> <li>Analyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.</li> <li>Kvaal raises Apple's price target from $135 to $155.</li> </ul></p><p><blockquote><ul><li>Wolfe Research将苹果从表现不佳上调至表现同行,原因是iPhone 12强劲的需求趋势,这将为预计将于本月晚些时候推出的iPhone 13系列提供推动力。</li><li>分析师杰弗里·夸尔 (Jeffrey Kvaal) 表示,需求是由美国运营商健康的促销和华为股价上涨推动的。额外的燃料来自这家科技巨头的供应链实力,这在一定程度上抵消了全球零部件短缺和“较高”的平均销售价格。</li><li>Kvaal 将苹果的目标价从 135 美元上调至 155 美元。</li></ul></blockquote></p><p></p>","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>Apple shares rose nearly 2% in early trading<blockquote>苹果股价早盘上涨近2%</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\">\nApple shares rose nearly 2% in early trading<blockquote>苹果股价早盘上涨近2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-01 21:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% in early trading.</p><p><blockquote>苹果股价早盘上涨近2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/074074cd9456d4c1a7776d87b07c5c72\" tg-width=\"885\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <ul> <li>Wolfe Research upgrades Apple from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.</li> <li>Analyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.</li> <li>Kvaal raises Apple's price target from $135 to $155.</li> </ul></p><p><blockquote><ul><li>Wolfe Research将苹果从表现不佳上调至表现同行,原因是iPhone 12强劲的需求趋势,这将为预计将于本月晚些时候推出的iPhone 13系列提供推动力。</li><li>分析师杰弗里·夸尔 (Jeffrey Kvaal) 表示,需求是由美国运营商健康的促销和华为股价上涨推动的。额外的燃料来自这家科技巨头的供应链实力,这在一定程度上抵消了全球零部件短缺和“较高”的平均销售价格。</li><li>Kvaal 将苹果的目标价从 135 美元上调至 155 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194937312","content_text":"Apple shares rose nearly 2% in early trading.\n\n\nWolfe Research upgrades Apple from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.\nAnalyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.\nKvaal raises Apple's price target from $135 to $155.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818167234,"gmtCreate":1630386140028,"gmtModify":1704959518340,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573730518607738","authorIdStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818167234","repostId":"2163833181","repostType":4,"isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818120447,"gmtCreate":1630386199889,"gmtModify":1704959519544,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573730518607738","authorIdStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818120447","repostId":"1153871779","repostType":4,"repost":{"id":"1153871779","kind":"news","pubTimestamp":1630375340,"share":"https://www.laohunote.com/m/news/1153871779?lang=zh_CN&edition=full","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p><p><blockquote>在像这样的牛市<a href=\"https://laohu8.com/S/AONE.U\">一</a>目前,共同基金和对冲基金的基金经理——通常对投资客户现金采取截然相反的方法——可能会在拥有的最佳名称上找到一些共同点,这并不奇怪。</blockquote></p><p> <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p><p><blockquote><a href=\"https://laohu8.com/S/GS\">高盛</a>在对 813 家总股本敞口为 2.9 万亿美元的对冲基金和 573 家管理资产为 3 万亿美元的共同基金进行的新分析中发现,目前有 9 只股票都看好。它们包括:<a href=\"https://laohu8.com/S/ADBE\">土坯</a>,<a href=\"https://laohu8.com/S/FISV\">鱼服务器</a>(FISV),<a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/LBRDA\">自由宽带</a>, 万事达卡 (MA),<a href=\"https://laohu8.com/S/SQ\">平方</a>,<a href=\"https://laohu8.com/S/TWLO\">特维利奥</a>,<a href=\"https://laohu8.com/S/V\">签证</a>(V)及<a href=\"https://laohu8.com/S/WFC\">富国银行</a>.</blockquote></p><p> The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p><p><blockquote>股票——大部分是成长型品种(富国银行和<a href=\"https://laohu8.com/S/BGC\">一般的</a>然而,从估值角度来看,汽车)并不便宜。</blockquote></p><p> Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p><p><blockquote>高盛指出,这九只股票的估值比标普500 (^GSPC) 高出 63%。这些主要是成长型股票的强劲相对溢价可能解释了为什么它们在 2021 年大部分时间里更倾向于价值板块的市场中表现不佳。</blockquote></p><p> These nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p><p><blockquote>根据高盛的调查结果,这九个“共同最爱”今年落后标普500 14个百分点(涨幅6%,升值20%)。</blockquote></p><p> \"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p><p><blockquote>“拥有共同收藏夹的策略有着优异的历史记录。自 2013 年以来,等权重的共同收藏夹列表已产生 20% 的年化回报率(标普500为 16%),并在 62% 的时间内超过了标普500,”高盛首席美国股票策略师 David Kostin 表示。</blockquote></p><p> Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p><p><blockquote>对于年底股市的前景,双方似乎达成了进一步的共识。</blockquote></p><p> Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p><p><blockquote>共同基金现金分配占管理资产的百分比处于1.6%的历史低点,而历史平均水平为2.5%。与此同时,高盛的研究显示,对冲基金的杠杆——或利用债务来提高投资回报——仍然处于历史水平。</blockquote></p><p> \"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p><p><blockquote>“当今投资格局的主要特征是持有现金从未如此严厉。”PGIM管理着超过1.5万亿美元的资产。</blockquote></p><p> Both mutual fund and hedge fund managers seem to agree on that take on cash.</p><p><blockquote>共同基金和对冲基金经理似乎都同意接受现金。</blockquote></p><p></p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman<blockquote>高盛:对冲基金和共同基金现在真正喜欢的 9 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-08-31 10:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p><p><blockquote>在像这样的牛市<a href=\"https://laohu8.com/S/AONE.U\">一</a>目前,共同基金和对冲基金的基金经理——通常对投资客户现金采取截然相反的方法——可能会在拥有的最佳名称上找到一些共同点,这并不奇怪。</blockquote></p><p> <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p><p><blockquote><a href=\"https://laohu8.com/S/GS\">高盛</a>在对 813 家总股本敞口为 2.9 万亿美元的对冲基金和 573 家管理资产为 3 万亿美元的共同基金进行的新分析中发现,目前有 9 只股票都看好。它们包括:<a href=\"https://laohu8.com/S/ADBE\">土坯</a>,<a href=\"https://laohu8.com/S/FISV\">鱼服务器</a>(FISV),<a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/LBRDA\">自由宽带</a>, 万事达卡 (MA),<a href=\"https://laohu8.com/S/SQ\">平方</a>,<a href=\"https://laohu8.com/S/TWLO\">特维利奥</a>,<a href=\"https://laohu8.com/S/V\">签证</a>(V)及<a href=\"https://laohu8.com/S/WFC\">富国银行</a>.</blockquote></p><p> The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p><p><blockquote>股票——大部分是成长型品种(富国银行和<a href=\"https://laohu8.com/S/BGC\">一般的</a>然而,从估值角度来看,汽车)并不便宜。</blockquote></p><p> Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p><p><blockquote>高盛指出,这九只股票的估值比标普500 (^GSPC) 高出 63%。这些主要是成长型股票的强劲相对溢价可能解释了为什么它们在 2021 年大部分时间里更倾向于价值板块的市场中表现不佳。</blockquote></p><p> These nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p><p><blockquote>根据高盛的调查结果,这九个“共同最爱”今年落后标普500 14个百分点(涨幅6%,升值20%)。</blockquote></p><p> \"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p><p><blockquote>“拥有共同收藏夹的策略有着优异的历史记录。自 2013 年以来,等权重的共同收藏夹列表已产生 20% 的年化回报率(标普500为 16%),并在 62% 的时间内超过了标普500,”高盛首席美国股票策略师 David Kostin 表示。</blockquote></p><p> Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p><p><blockquote>对于年底股市的前景,双方似乎达成了进一步的共识。</blockquote></p><p> Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p><p><blockquote>共同基金现金分配占管理资产的百分比处于1.6%的历史低点,而历史平均水平为2.5%。与此同时,高盛的研究显示,对冲基金的杠杆——或利用债务来提高投资回报——仍然处于历史水平。</blockquote></p><p> \"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p><p><blockquote>“当今投资格局的主要特征是持有现金从未如此严厉。”PGIM管理着超过1.5万亿美元的资产。</blockquote></p><p> Both mutual fund and hedge fund managers seem to agree on that take on cash.</p><p><blockquote>共同基金和对冲基金经理似乎都同意接受现金。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Yahoo</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":{"WFC":"富国银行","ADBE":"Adobe","LBRDA":"Liberty Broadband Corporation - Class A","V":"Visa","MA":"万事达","TWLO":"Twilio Inc","GM":"通用汽车","FISV":"费哲金融服务"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1,"symbols_score_info":{"FISV":0.9,"TWLO":0.9,"SQ":0.9,"ADBE":0.9,"GM":0.9,"V":0.9,"LBRDA":0.9,"WFC":0.9,"MA":0.9}},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837256389,"gmtCreate":1629896188541,"gmtModify":1633681663521,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573730518607738","authorIdStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837256389","repostId":"2162056351","repostType":4,"repost":{"id":"2162056351","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629895654,"share":"https://www.laohunote.com/m/news/2162056351?lang=zh_CN&edition=full","pubTime":"2021-08-25 20:47","market":"us","language":"en","title":"Express Inc Stock Gains After Q2 Earnings Beat<blockquote>Express Inc 第二季度盈利超出预期后股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2162056351","media":"Benzinga Earnings","summary":"\n","content":"<p><b><a href=\"https://laohu8.com/S/EXPR\">Express</a> Inc</b> (NYSE:EXPR) reported second-quarter FY21 sales growth of 86% year-on-year, to $457.6 million, beating the analyst consensus of $447.91 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/EXPR\">表达</a>公司</b>(纽约证券交易所股票代码:EXPR)公布 2021 财年第二季度销售额同比增长 86%,达到 4.576 亿美元,超过分析师普遍预期的 4.4791 亿美元。</blockquote></p><p> Consolidated comparable sales increased 42% versus last year and increased 3% compared to Q2 FY19.</p><p><blockquote>综合可比销售额较去年增长 42%,较 2019 财年第二季度增长 3%。</blockquote></p><p> Comparable retail sales, including Express stores and eCommerce, rose 48%, and comparable outlet store sales increased 30%.</p><p><blockquote>包括快递商店和电子商务在内的可比零售额增长了48%,可比直销店销售额增长了30%。</blockquote></p><p> E-commerce demand grew 28% Y/Y and 20% against Q2 FY19.</p><p><blockquote>电子商务需求同比增长 28%,较 2019 财年第二季度增长 20%。</blockquote></p><p> Operating expenses rose 45.8% Y/Y.</p><p><blockquote>运营费用同比增长45.8%。</blockquote></p><p> The gross margin was 32.6% versus (17.9)% last year. The gross margin expanded 580 basis points compared to Q2 FY19.</p><p><blockquote>毛利率为 32.6%,而去年为 (17.9%)%。与2019财年第二季度相比,毛利率扩大了580个基点。</blockquote></p><p> The operating margin was 3.2%, and operating income for the quarter was $14.8 million against $(136.3) million in Q2 FY20.</p><p><blockquote>营业利润率为3.2%,本季度经营利润为1480万美元,而2020财年第二季度为1.363亿美元。</blockquote></p><p> Inventory at the end of the quarter climbed 15% Y/Y to $266.6 million.</p><p><blockquote>本季度末库存同比增长 15%,达到 2.666 亿美元。</blockquote></p><p> The company held $33.9 million in cash and equivalents as of July 31, 2021.</p><p><blockquote>截至2021年7月31日,该公司持有3390万美元现金及等价物。</blockquote></p><p> Cash provided by operating activities for the six months totaled $67.6 million, with a free cash flow of $57 million.</p><p><blockquote>这六个月经营活动提供的现金总额为6760万美元,自由现金流为5700万美元。</blockquote></p><p> EBITDA was $30.8 million versus $(118.4) million last year.</p><p><blockquote>EBITDA 为 3080 万美元,而去年为 1.184 亿美元。</blockquote></p><p> Adjusted EPS of $0.02 beat the analyst consensus of $(0.30).</p><p><blockquote>调整后每股收益为 0.02 美元,超过分析师普遍预期的 0.30 美元。</blockquote></p><p> \"We experienced an inflection point after the Fourth of July and have been driving a doubledigit comp versus 2019 since that time,\" said CEO Tim Baxter.</p><p><blockquote>首席执行官蒂姆·巴克斯特 (Tim Baxter) 表示:“7 月 4 日之后,我们经历了一个拐点,从那时起,与 2019 年相比,我们的利润率一直达到两位数。”</blockquote></p><p> <b>Outlook</b>: Express sees net sales above 2019 levels on a comparable basis for the second half of the year.</p><p><blockquote><b>世界观</b>: Express 预计下半年的净销售额将高于 2019 年的可比水平。</blockquote></p><p> <b>Price Action:</b> EXPR shares are trading higher by 7.85% at $7.83 in premarket on the last check Wednesday.</p><p><blockquote><b>价格行为:</b>周三最后一次盘前检查时,EXPR 股价上涨 7.85%,至 7.83 美元。</blockquote></p><p></p>","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>Express Inc Stock Gains After Q2 Earnings Beat<blockquote>Express Inc 第二季度盈利超出预期后股价上涨</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; 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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\">\nExpress Inc Stock Gains After Q2 Earnings Beat<blockquote>Express Inc 第二季度盈利超出预期后股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-25 20:47</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/EXPR\">Express</a> Inc</b> (NYSE:EXPR) reported second-quarter FY21 sales growth of 86% year-on-year, to $457.6 million, beating the analyst consensus of $447.91 million.</p><p><blockquote><b><a href=\"https://laohu8.com/S/EXPR\">表达</a>公司</b>(纽约证券交易所股票代码:EXPR)公布 2021 财年第二季度销售额同比增长 86%,达到 4.576 亿美元,超过分析师普遍预期的 4.4791 亿美元。</blockquote></p><p> Consolidated comparable sales increased 42% versus last year and increased 3% compared to Q2 FY19.</p><p><blockquote>综合可比销售额较去年增长 42%,较 2019 财年第二季度增长 3%。</blockquote></p><p> Comparable retail sales, including Express stores and eCommerce, rose 48%, and comparable outlet store sales increased 30%.</p><p><blockquote>包括快递商店和电子商务在内的可比零售额增长了48%,可比直销店销售额增长了30%。</blockquote></p><p> E-commerce demand grew 28% Y/Y and 20% against Q2 FY19.</p><p><blockquote>电子商务需求同比增长 28%,较 2019 财年第二季度增长 20%。</blockquote></p><p> Operating expenses rose 45.8% Y/Y.</p><p><blockquote>运营费用同比增长45.8%。</blockquote></p><p> The gross margin was 32.6% versus (17.9)% last year. The gross margin expanded 580 basis points compared to Q2 FY19.</p><p><blockquote>毛利率为 32.6%,而去年为 (17.9%)%。与2019财年第二季度相比,毛利率扩大了580个基点。</blockquote></p><p> The operating margin was 3.2%, and operating income for the quarter was $14.8 million against $(136.3) million in Q2 FY20.</p><p><blockquote>营业利润率为3.2%,本季度经营利润为1480万美元,而2020财年第二季度为1.363亿美元。</blockquote></p><p> Inventory at the end of the quarter climbed 15% Y/Y to $266.6 million.</p><p><blockquote>本季度末库存同比增长 15%,达到 2.666 亿美元。</blockquote></p><p> The company held $33.9 million in cash and equivalents as of July 31, 2021.</p><p><blockquote>截至2021年7月31日,该公司持有3390万美元现金及等价物。</blockquote></p><p> Cash provided by operating activities for the six months totaled $67.6 million, with a free cash flow of $57 million.</p><p><blockquote>这六个月经营活动提供的现金总额为6760万美元,自由现金流为5700万美元。</blockquote></p><p> EBITDA was $30.8 million versus $(118.4) million last year.</p><p><blockquote>EBITDA 为 3080 万美元,而去年为 1.184 亿美元。</blockquote></p><p> Adjusted EPS of $0.02 beat the analyst consensus of $(0.30).</p><p><blockquote>调整后每股收益为 0.02 美元,超过分析师普遍预期的 0.30 美元。</blockquote></p><p> \"We experienced an inflection point after the Fourth of July and have been driving a doubledigit comp versus 2019 since that time,\" said CEO Tim Baxter.</p><p><blockquote>首席执行官蒂姆·巴克斯特 (Tim Baxter) 表示:“7 月 4 日之后,我们经历了一个拐点,从那时起,与 2019 年相比,我们的利润率一直达到两位数。”</blockquote></p><p> <b>Outlook</b>: Express sees net sales above 2019 levels on a comparable basis for the second half of the year.</p><p><blockquote><b>世界观</b>: Express 预计下半年的净销售额将高于 2019 年的可比水平。</blockquote></p><p> <b>Price Action:</b> EXPR shares are trading higher by 7.85% at $7.83 in premarket on the last check Wednesday.</p><p><blockquote><b>价格行为:</b>周三最后一次盘前检查时,EXPR 股价上涨 7.85%,至 7.83 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EXPR":"Express, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162056351","content_text":"Express Inc (NYSE:EXPR) reported second-quarter FY21 sales growth of 86% year-on-year, to $457.6 million, beating the analyst consensus of $447.91 million.\nConsolidated comparable sales increased 42% versus last year and increased 3% compared to Q2 FY19.\nComparable retail sales, including Express stores and eCommerce, rose 48%, and comparable outlet store sales increased 30%.\nE-commerce demand grew 28% Y/Y and 20% against Q2 FY19.\nOperating expenses rose 45.8% Y/Y.\nThe gross margin was 32.6% versus (17.9)% last year. The gross margin expanded 580 basis points compared to Q2 FY19.\nThe operating margin was 3.2%, and operating income for the quarter was $14.8 million against $(136.3) million in Q2 FY20.\nInventory at the end of the quarter climbed 15% Y/Y to $266.6 million.\nThe company held $33.9 million in cash and equivalents as of July 31, 2021.\nCash provided by operating activities for the six months totaled $67.6 million, with a free cash flow of $57 million.\nEBITDA was $30.8 million versus $(118.4) million last year.\nAdjusted EPS of $0.02 beat the analyst consensus of $(0.30).\n\"We experienced an inflection point after the Fourth of July and have been driving a doubledigit comp versus 2019 since that time,\" said CEO Tim Baxter.\nOutlook: Express sees net sales above 2019 levels on a comparable basis for the second half of the year.\nPrice Action: EXPR shares are trading higher by 7.85% at $7.83 in premarket on the last check Wednesday.","news_type":1,"symbols_score_info":{"EXPR":0.9}},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815589244,"gmtCreate":1630692261788,"gmtModify":1632466836136,"author":{"id":"3573730518607738","authorId":"3573730518607738","name":"Jtjtjt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573730518607738","authorIdStr":"3573730518607738"},"themes":[],"title":"","htmlText":"Go higher pls","listText":"Go higher pls","text":"Go higher pls","images":[{"img":"https://static.tigerbbs.com/078309869579455e4a1cbd502f3c60d7","width":"1125","height":"2612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815589244","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}