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Chris1233
Chris1233
·
2021-12-29
Ok
Omicron Is Airlines’ Latest Setback. Why a Longtime Analyst Isn’t Worried.<blockquote>奥密克戎是航空公司的最新挫折。为什么一位资深分析师并不担心？</blockquote>
Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and i
Omicron Is Airlines’ Latest Setback. Why a Longtime Analyst Isn’t Worried.<blockquote>奥密克戎是航空公司的最新挫折。为什么一位资深分析师并不担心？</blockquote>
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Chris1233
Chris1233
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2021-12-28
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非常抱歉，此主贴已删除
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Chris1233
Chris1233
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2021-12-25
Lol
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Chris1233
Chris1233
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2021-12-24
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Chris1233
Chris1233
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2021-12-23
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Chris1233
Chris1233
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2021-12-22
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Chris1233
Chris1233
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2021-12-20
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Chris1233
Chris1233
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2021-12-19
Okkk
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Chris1233
Chris1233
·
2021-12-18
Ok
J.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：年底可能会出现空头挤压</blockquote>
Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks
J.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：年底可能会出现空头挤压</blockquote>
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Chris1233
Chris1233
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2021-12-17
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author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586558475553764","idStr":"3586558475553764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696758178","repostId":"1113082313","repostType":4,"repost":{"id":"1113082313","kind":"news","pubTimestamp":1640777611,"share":"https://www.laohunote.com/m/news/1113082313?lang=zh_CN&edition=full","pubTime":"2021-12-29 19:33","market":"us","language":"en","title":"Omicron Is Airlines’ Latest Setback. Why a Longtime Analyst Isn’t Worried.<blockquote>奥密克戎是航空公司的最新挫折。为什么一位资深分析师并不担心？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113082313","media":"Barrons","summary":"Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and i","content":"<p><html><head></head><body>Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and inclement weather. While these disruptions are certainly another setback for the airline sector—which has already been hit especially hard by the Covid-19 pandemic—a longtime industry analyst says carriers will be able to bounce back once again.</p><p><blockquote><html><head></head><body>由于奥密克戎变种的迅速传播和恶劣天气，最近几天航班取消激增。虽然这些中断无疑是航空业的又一次挫折——航空业已经受到了 Covid-19 大流行的沉重打击——但一位长期行业分析师表示，航空公司将能够再次反弹。</body></html></blockquote></p><p>Airline stocks have come under some pressure as a result, though they have held up pretty well recently. As of Monday’s close,Delta Air Lines (ticker: DAL) was up 6.7% since Dec. 17, versus 3.7% for the S&P 500.Southwest Airlines (LUV) had gained 5.3%, compared with 9.3% for United Airlines Holdings (UAL) and about 7% for American Airlines Group (AAL).</p><p><blockquote>因此，航空股面临一些压力，尽管它们最近表现相当不错。截至周一收盘，达美航空公司（股票代码：DAL）自12月17日以来上涨了6.7%，而标准普尔500指数为3.7%。西南航空公司（LUV）上涨了5.3%，而联合航空控股公司（UAL）上涨了9.3%，美国航空集团（AAL）上涨了约7%。</blockquote></p><p>For some perspective on the sector, <i>Barron’s</i> reached out to Helane Becker, an airline analyst at Cowen. She has Southwest and United at Outperform ratings, and Delta and American at Market Perform. Becker responded by email.</p><p><blockquote>对于该行业的一些看法，<i>巴伦</i>联系了Cowen的航空分析师Helane Becker。她对西南航空和联合航空的评级为跑赢大盘，达美航空和美国航空的评级为大盘。贝克尔通过电子邮件回复。</blockquote></p><p><b><i>Barron’s</i></b><b>: How should investors think about the latest wave of flight cancellations and what it means for the major U.S. airline companies?</b></p><p><blockquote><b><i>巴伦</i></b><b>：投资者应该如何看待最新一波航班取消，以及这对美国主要航空公司意味着什么？</b></blockquote></p><p><b>Helane Becker:</b>It’s a pain to deal with, but as the virus is going through the general population, the same is true for airline crews. They don’t want to be stuck in hotels, either. We think the majors will recover from this latest setback, especially as people have to get home. Also, [the cancellations are] 9% or 10% of the total, and airlines are doing their best to consolidate flights to larger aircraft. In the West there’s winter weather, which isn’t helping either.</p><p><blockquote><b>海兰·贝克尔：</b>这是一件令人痛苦的事情，但随着病毒在普通人群中传播，航空公司机组人员也是如此。他们也不想被困在酒店里。我们认为大联盟将从最近的挫折中恢复过来，特别是当人们不得不回家的时候。此外，【取消的航班占总数的9%或10%，航空公司正在尽最大努力整合更大飞机的航班。西部正值冬季，这也无济于事。</blockquote></p><p><b>Is there any airline that you think is especially well positioned to get through this uncertain stretch?</b></p><p><blockquote><b>你认为有没有哪家航空公司特别有能力度过这段不确定的时期？</b></blockquote></p><p>They’ll all get through it; eventually it impacts everyone. It just depends where you are. Airlines in the southern tier might do better than the northern airlines because of winter weather.</p><p><blockquote>他们都会挺过去的；最终它会影响每个人。这取决于你在哪里。由于冬季天气原因，南方航空公司可能会比北方航空公司做得更好。</blockquote></p><p><b>What is your longer-term view of the airline industry?</b></p><p><blockquote><b>您对航空业的长期看法是什么？</b></blockquote></p><p>No change. To have a robust economy there needs to be a robust airline industry. People are tired of being home and want to travel. They are tired of Covid and its variants and just want to move on, and that includes travel.</p><p><blockquote>没有变化。要拥有强劲的经济，就需要强大的航空业。人们厌倦了呆在家里，想去旅行。他们厌倦了Covid及其变种，只想继续前进，这包括旅行。</blockquote></p><p><b>When can investors expect capital returns from these companies to begin?</b></p><p><blockquote><b>投资者何时可以期待这些公司的资本回报开始？</b></blockquote></p><p>2022 should be a transition year but better than 2021.</p><p><blockquote>2022 年应该是过渡年，但比 2021 年要好。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1601382232898","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>Omicron Is Airlines’ Latest Setback. 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Why a Longtime Analyst Isn’t Worried.<blockquote>奥密克戎是航空公司的最新挫折。为什么一位资深分析师并不担心？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-29 19:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and inclement weather. While these disruptions are certainly another setback for the airline sector—which has already been hit especially hard by the Covid-19 pandemic—a longtime industry analyst says carriers will be able to bounce back once again.</p><p><blockquote><html><head></head><body>由于奥密克戎变种的迅速传播和恶劣天气，最近几天航班取消激增。虽然这些中断无疑是航空业的又一次挫折——航空业已经受到了 Covid-19 大流行的沉重打击——但一位长期行业分析师表示，航空公司将能够再次反弹。</body></html></blockquote></p><p>Airline stocks have come under some pressure as a result, though they have held up pretty well recently. As of Monday’s close,Delta Air Lines (ticker: DAL) was up 6.7% since Dec. 17, versus 3.7% for the S&P 500.Southwest Airlines (LUV) had gained 5.3%, compared with 9.3% for United Airlines Holdings (UAL) and about 7% for American Airlines Group (AAL).</p><p><blockquote>因此，航空股面临一些压力，尽管它们最近表现相当不错。截至周一收盘，达美航空公司（股票代码：DAL）自12月17日以来上涨了6.7%，而标准普尔500指数为3.7%。西南航空公司（LUV）上涨了5.3%，而联合航空控股公司（UAL）上涨了9.3%，美国航空集团（AAL）上涨了约7%。</blockquote></p><p>For some perspective on the sector, <i>Barron’s</i> reached out to Helane Becker, an airline analyst at Cowen. She has Southwest and United at Outperform ratings, and Delta and American at Market Perform. Becker responded by email.</p><p><blockquote>对于该行业的一些看法，<i>巴伦</i>联系了Cowen的航空分析师Helane Becker。她对西南航空和联合航空的评级为跑赢大盘，达美航空和美国航空的评级为大盘。贝克尔通过电子邮件回复。</blockquote></p><p><b><i>Barron’s</i></b><b>: How should investors think about the latest wave of flight cancellations and what it means for the major U.S. airline companies?</b></p><p><blockquote><b><i>巴伦</i></b><b>：投资者应该如何看待最新一波航班取消，以及这对美国主要航空公司意味着什么？</b></blockquote></p><p><b>Helane Becker:</b>It’s a pain to deal with, but as the virus is going through the general population, the same is true for airline crews. They don’t want to be stuck in hotels, either. We think the majors will recover from this latest setback, especially as people have to get home. Also, [the cancellations are] 9% or 10% of the total, and airlines are doing their best to consolidate flights to larger aircraft. In the West there’s winter weather, which isn’t helping either.</p><p><blockquote><b>海兰·贝克尔：</b>这是一件令人痛苦的事情，但随着病毒在普通人群中传播，航空公司机组人员也是如此。他们也不想被困在酒店里。我们认为大联盟将从最近的挫折中恢复过来，特别是当人们不得不回家的时候。此外，【取消的航班占总数的9%或10%，航空公司正在尽最大努力整合更大飞机的航班。西部正值冬季，这也无济于事。</blockquote></p><p><b>Is there any airline that you think is especially well positioned to get through this uncertain stretch?</b></p><p><blockquote><b>你认为有没有哪家航空公司特别有能力度过这段不确定的时期？</b></blockquote></p><p>They’ll all get through it; eventually it impacts everyone. It just depends where you are. Airlines in the southern tier might do better than the northern airlines because of winter weather.</p><p><blockquote>他们都会挺过去的；最终它会影响每个人。这取决于你在哪里。由于冬季天气原因，南方航空公司可能会比北方航空公司做得更好。</blockquote></p><p><b>What is your longer-term view of the airline industry?</b></p><p><blockquote><b>您对航空业的长期看法是什么？</b></blockquote></p><p>No change. To have a robust economy there needs to be a robust airline industry. People are tired of being home and want to travel. They are tired of Covid and its variants and just want to move on, and that includes travel.</p><p><blockquote>没有变化。要拥有强劲的经济，就需要强大的航空业。人们厌倦了呆在家里，想去旅行。他们厌倦了Covid及其变种，只想继续前进，这包括旅行。</blockquote></p><p><b>When can investors expect capital returns from these companies to begin?</b></p><p><blockquote><b>投资者何时可以期待这些公司的资本回报开始？</b></blockquote></p><p>2022 should be a transition year but better than 2021.</p><p><blockquote>2022 年应该是过渡年，但比 2021 年要好。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/omicron-airline-stocks-analyst-outlook-51640707314?mod=hp_DAY_Theme_1_2\">Barrons</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":{"LUV":"西南航空","UAL":"联合大陆航空","AAL":"美国航空","DAL":"达美航空"},"source_url":"https://www.barrons.com/articles/omicron-airline-stocks-analyst-outlook-51640707314?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113082313","content_text":"Flight cancellations have surged in recent days owing to the rapidly spreading Omicron variant and inclement weather. While these disruptions are certainly another setback for the airline sector—which has already been hit especially hard by the Covid-19 pandemic—a longtime industry analyst says carriers will be able to bounce back once again.Airline stocks have come under some pressure as a result, though they have held up pretty well recently. As of Monday’s close,Delta Air Lines (ticker: DAL) was up 6.7% since Dec. 17, versus 3.7% for the S&P 500.Southwest Airlines (LUV) had gained 5.3%, compared with 9.3% for United Airlines Holdings (UAL) and about 7% for American Airlines Group (AAL).For some perspective on the sector, Barron’s reached out to Helane Becker, an airline analyst at Cowen. She has Southwest and United at Outperform ratings, and Delta and American at Market Perform. Becker responded by email.Barron’s: How should investors think about the latest wave of flight cancellations and what it means for the major U.S. airline companies?Helane Becker:It’s a pain to deal with, but as the virus is going through the general population, the same is true for airline crews. They don’t want to be stuck in hotels, either. We think the majors will recover from this latest setback, especially as people have to get home. Also, [the cancellations are] 9% or 10% of the total, and airlines are doing their best to consolidate flights to larger aircraft. In the West there’s winter weather, which isn’t helping either.Is there any airline that you think is especially well positioned to get through this uncertain stretch?They’ll all get through it; eventually it impacts everyone. It just depends where you are. Airlines in the southern tier might do better than the northern airlines because of winter weather.What is your longer-term view of the airline industry?No change. To have a robust economy there needs to be a robust airline industry. People are tired of being home and want to travel. They are tired of Covid and its variants and just want to move on, and that includes travel.When can investors expect capital returns from these companies to begin?2022 should be a transition year but better than 2021.","news_type":1,"symbols_score_info":{"AAL":0.9,"LUV":0.9,"DAL":0.9,"UAL":0.9}},"isVote":1,"tweetType":1,"viewCount":3113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696601406,"gmtCreate":1640674130784,"gmtModify":1640674130967,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586558475553764","idStr":"3586558475553764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696601406","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":4979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698220583,"gmtCreate":1640412336158,"gmtModify":1640412336391,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586558475553764","idStr":"3586558475553764"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698220583","repostId":"2193178191","repostType":4,"isVote":1,"tweetType":1,"viewCount":4574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698872658,"gmtCreate":1640354486991,"gmtModify":1640354487217,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586558475553764","idStr":"3586558475553764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698872658","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":3183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691471275,"gmtCreate":1640234217098,"gmtModify":1640234217269,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586558475553764","idStr":"3586558475553764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691471275","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":4781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691644634,"gmtCreate":1640188486327,"gmtModify":1640188486488,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586558475553764","idStr":"3586558475553764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691644634","repostId":"1122126959","repostType":4,"isVote":1,"tweetType":1,"viewCount":4644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693322087,"gmtCreate":1639974304725,"gmtModify":1639974304889,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586558475553764","idStr":"3586558475553764"},"themes":[],"title":"","htmlText":"9k","listText":"9k","text":"9k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693322087","repostId":"2192989909","repostType":4,"isVote":1,"tweetType":1,"viewCount":4736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699793073,"gmtCreate":1639888340527,"gmtModify":1639888340727,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586558475553764","idStr":"3586558475553764"},"themes":[],"title":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08:04","market":"us","language":"en","title":"J.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：年底可能会出现空头挤压</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122501085","media":"Seeking Alpha","summary":"Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks","content":"<p><ul> Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.</p><p><blockquote><ul>摩根大通首席全球市场策略师表示，小盘股 (NYSEARCA:IWM) 和价值股 (NYSEARCA:IWN) 在过去四周内一直处于调整状态，而高贝塔股正在进入熊市。</ul></blockquote></p><p> Marko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&P (NYSEARCA:SPY) up 25%.</p><p><blockquote>Marko Kolanovic 因最近的评级而受到关注逢低买入，他评级注意到美国股市的“悖论”，美国股市平均较高点下跌 28%，中位数下跌约 21%，而罗素 3000 指数 (NYSEARCA:IWV) 今年迄今为止上涨了约 22%，标准普尔指数 (NYSEARCA:SPY) 上涨了 25%。</blockquote></p><p> \"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.</p><p><blockquote>科拉诺维奇在一份报告中写道：“我们并不知道这种背离，这表明过去 4 周内出售规模较小、波动性更大、通常是价值型和周期性股票的数量出现了历史上前所未有的过度。”</blockquote></p><p> \"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"</p><p><blockquote>“卖空活动要想成功，就必须有定位、流动性，而且往往是系统性的抛售放大器，”他说。“我们认为这些条件尚未满足，因此本次市场事件可能会以空头挤压和周期性反弹告终，直至年底和一月份。”</blockquote></p><p> Retail resilience. There will be buying of equities into month- and quarter-end, he adds.</p><p><blockquote>零售弹性。他补充说，股票购买将持续到月末和季度末。</blockquote></p><p> \"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"</p><p><blockquote>“然而，出现了激进的做空，可能是希望散户股票头寸和加密货币持有量下降——而事实上，这些市场和散户投资者在过去几周都表现出了弹性。”</blockquote></p><p> \"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"</p><p><blockquote>科拉诺维奇表示：“人们应该注意到，大量空头头寸可能需要在（季节性强劲的）一月份之前平仓，这可能会出现小盘股、价值和周期性反弹。”“鉴于市场流动性正在减少，在流动性状况较好的情况下，平仓空头的影响可能大于开仓空头的影响。”</blockquote></p><p> On the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.</p><p><blockquote>从看跌的角度来看，法国兴业银行的阿尔伯特·爱德华兹 (Albert Edwards) 预计明年美国科技股将解体。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/247ac4dbea015753d0c0d9898d9aab92\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> </ul></p><p><blockquote></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>J.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：年底可能会出现空头挤压</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\">\nJ.P. Morgan's Kolanovic: Short squeeze likely into end of the year<blockquote>摩根大通的科拉诺维奇：年底可能会出现空头挤压</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-18 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.</p><p><blockquote><ul>摩根大通首席全球市场策略师表示，小盘股 (NYSEARCA:IWM) 和价值股 (NYSEARCA:IWN) 在过去四周内一直处于调整状态，而高贝塔股正在进入熊市。</ul></blockquote></p><p> Marko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&P (NYSEARCA:SPY) up 25%.</p><p><blockquote>Marko Kolanovic 因最近的评级而受到关注逢低买入，他评级注意到美国股市的“悖论”，美国股市平均较高点下跌 28%，中位数下跌约 21%，而罗素 3000 指数 (NYSEARCA:IWV) 今年迄今为止上涨了约 22%，标准普尔指数 (NYSEARCA:SPY) 上涨了 25%。</blockquote></p><p> \"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.</p><p><blockquote>科拉诺维奇在一份报告中写道：“我们并不知道这种背离，这表明过去 4 周内出售规模较小、波动性更大、通常是价值型和周期性股票的数量出现了历史上前所未有的过度。”</blockquote></p><p> \"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"</p><p><blockquote>“卖空活动要想成功，就必须有定位、流动性，而且往往是系统性的抛售放大器，”他说。“我们认为这些条件尚未满足，因此本次市场事件可能会以空头挤压和周期性反弹告终，直至年底和一月份。”</blockquote></p><p> Retail resilience. There will be buying of equities into month- and quarter-end, he adds.</p><p><blockquote>零售弹性。他补充说，股票购买将持续到月末和季度末。</blockquote></p><p> \"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"</p><p><blockquote>“然而，出现了激进的做空，可能是希望散户股票头寸和加密货币持有量下降——而事实上，这些市场和散户投资者在过去几周都表现出了弹性。”</blockquote></p><p> \"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"</p><p><blockquote>科拉诺维奇表示：“人们应该注意到，大量空头头寸可能需要在（季节性强劲的）一月份之前平仓，这可能会出现小盘股、价值和周期性反弹。”“鉴于市场流动性正在减少，在流动性状况较好的情况下，平仓空头的影响可能大于开仓空头的影响。”</blockquote></p><p> On the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.</p><p><blockquote>从看跌的角度来看，法国兴业银行的阿尔伯特·爱德华兹 (Albert Edwards) 预计明年美国科技股将解体。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/247ac4dbea015753d0c0d9898d9aab92\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic\">Seeking Alpha</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":{},"source_url":"https://seekingalpha.com/news/3781404-short-squeeze-likely-into-end-of-the-year-jp-morgans-kolanovic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122501085","content_text":"Small-caps (NYSEARCA:IWM) and value stocks (NYSEARCA:IWN) are in a correction in the last four weeks, while high-beta stocks are entering a beark market, J.P. Morgan's chief global market strategist says.\nMarko Kolanovic, who has gained attention for recent calls to buy the dip, calls attention to a \"paradox\" with U.S. stocks, on average, down 28% from highs, with the median stock down about 21%, while the Russell 3000 (NYSEARCA:IWV) up about 22% year to date and the S&P (NYSEARCA:SPY) up 25%.\n\"Such a divergence is unknown to us, and indicates a historically unprecedented overshoot in selling smaller, more volatile, typically value and cyclical stocks in the last 4 weeks,\" Kolanovic writes in a note.\n\"For short-selling campaigns to succeed, there have to be positioning, liquidity and often systematic amplifiers of the selloff,\" he says. \"We believe these conditions are not met, and hence this market episode may end up in a short squeeze and cyclical rally into year-end and January.\"\nRetail resilience. There will be buying of equities into month- and quarter-end, he adds.\n\"Yet, there is aggressive shorting, likely in a hope of declines in retail equity position and cryptocurrency holdings - while in fact both of these markets and retail investors have shown resilience in the past weeks.\"\n\"One should note that large short positions likely need to be closed before (the seasonally strong) January, which is likely to see a small-cap, value and cyclical rally,\" Kolanovic says. \"And given that market liquidity is dwindling, the impact of closing shorts may be bigger than the impact of opening them, when liquidity conditions were better.\"\nOn the bearish side, SocGen's Albert Edwards is looking for U.S. tech to unravel next year.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699009703,"gmtCreate":1639716130207,"gmtModify":1639716130363,"author":{"id":"3586558475553764","authorId":"3586558475553764","name":"Chris1233","avatar":"https://static.tigerbbs.com/91b62810815621977e2e6cc6da25ff49","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586558475553764","idStr":"3586558475553764"},"themes":[],"title":"","htmlText":"9k","listText":"9k","text":"9k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699009703","repostId":"2191917112","repostType":4,"isVote":1,"tweetType":1,"viewCount":4846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}