Wooo_老虎社区_美港股上老虎

kahzproz
2021-06-30

Wooo

World's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</blockquote>

BlackRock says higher taxes could make it challenging for stocks to keep climbing New York Stock Exc

World's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":153522839,"tweetId":"153522839","gmtCreate":1625037175421,"gmtModify":1633945575053,"author":{"id":3582202145499568,"idStr":"3582202145499568","authorId":3582202145499568,"authorIdStr":"3582202145499568","name":"kahzproz","avatar":"https://static.tigerbbs.com/b5c932b758acbfcaf56ee6b52fce7386","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Wooo</body></html>","htmlText":"<html><head></head><body>Wooo</body></html>","text":"Wooo","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/153522839","repostId":1175484676,"repostType":4,"repost":{"id":"1175484676","kind":"news","pubTimestamp":1625036347,"share":"https://www.laohu8.com/m/news/1175484676?lang=zh_CN&edition=full","pubTime":"2021-06-30 14:59","market":"us","language":"en","title":"World's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175484676","media":"MarkeWatch","summary":"BlackRock says higher taxes could make it challenging for stocks to keep climbing\nNew York Stock Exc","content":"BlackRock says higher taxes could make it challenging for stocks to keep climbing<blockquote>贝莱德表示，更高的税收可能会使股市继续攀升面临挑战</blockquote> <img src=\"https://static.tigerbbs.com/680d19274db1e76a6855fad2ab495612\" tg-width=\"1260\" tg-height=\"868\">New York Stock Exchange (NYSE) at Wall Street on Jan. 12, 2021 in New York City.<blockquote>纽约证券交易所(NYSE)于2021年1月12日在纽约市华尔街举行。</blockquote> Is this as good as it gets for U.S. stocks?<blockquote>这对美国股市来说已经是最好的了吗？</blockquote> That's a question investors would be forgiven for asking each time the S&amp;P 500 index marks new highs -- all 32 times this year so far, with another record potentially in the works for Tuesday . According to BlackRock, the answer may be yes, at least for now.<blockquote>每当标普500指数创下新高时，投资者都会问这个问题，这是情有可原的——今年迄今为止共32次，周二可能会创下另一项纪录。贝莱德表示，答案可能是肯定的，至少目前是这样。</blockquote> \"The potential for higher U.S. taxes, coupled with regulatory risks and shifting growth momentum, tempers our near-term enthusiasm for U.S. equities,\" said Wei Li, global chief investment strategist, and a team at BlackRock Investment Institute, in a weekly commentary that published on Tuesday.<blockquote>贝莱德投资研究所（BlackRock Investment Institute）全球首席投资策略师李伟及其团队在周二发表的每周评论中表示：“美国增税的可能性，加上监管风险和增长势头的转变，抑制了我们近期对美国股市的热情。”</blockquote> The world's biggest asset manager sees stocks in non-U.S. developed markets as \"better positioned to capture the economic restart over the tactical horizon,\" as the rest of the world recovers from the coronavirus pandemic.<blockquote>这家全球最大的资产管理公司认为，随着世界其他地区从冠状病毒大流行中复苏，非美国发达市场的股票“更有能力在战术范围内捕捉经济重启”。</blockquote> The White House recently signed onto a bipartisan infrastructure plan , which has long been sought by the Organization for Economic Cooperation and Development, which wants rules for taxing cross-border digital services and multinationals that try to shifting profits to lower-tax jurisdictions.<blockquote>白宫最近签署了一项两党基础设施计划，这是经济合作与发展组织长期以来一直在寻求的，该组织希望制定对跨境数字服务和试图将利润转移到低税收管辖区的跨国公司征税的规则。</blockquote> \"Higher taxes would have varied sectoral implications,\" said Li and the team. \"Sectors with the lowest effective tax rates -- or the actual rate paid after taking into account various tax breaks and deductions -- have the most to lose, all else being equal. Information technology <a href=\"https://laohu8.com/S/IT\">$(IT)$</a>, the largest sector on the S&amp;P 500 index, has a relatively low effective tax rate just under 17%. Energy, materials and consumer staples have tax rates above 20%.\"<blockquote>“更高的税收会对行业产生不同的影响，”李和他的团队说。他说：“在其他条件相同的情况下，有效税率（或经考虑各种税务减免和扣除后的实际税率）最低的行业损失最大。”<a href=\"https://laohu8.com/S/IT\">$(IT)$</a>该行业是标普500指数中最大的行业，其有效税率相对较低，略低于17%。能源、材料和必需消费品的税率都在20%以上。”</blockquote> <img src=\"https://static.tigerbbs.com/13ec81666b4fcbd90b2335b48a538b19\" tg-width=\"1260\" tg-height=\"757\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Large-cap information technology and healthcare stocks, which tend to benefit most when profits can find those lower-tax jurisdictions, could take the biggest hit to earnings should a global minimum tax become a reality. Tax increases that come in less than the administration of President Joe Biden has proposed might \"soften the blow,\" while the sector's relatively high profit margins and \"supportive structural growth trends,\" would also help offset those risks.<blockquote>当利润能够找到这些税收较低的司法管辖区时，大型信息技术和医疗保健股往往会受益最大，但如果全球最低税成为现实，它们的盈利可能会受到最大的打击。低于乔·拜登总统政府提议的增税幅度可能会“减轻打击”，而该行业相对较高的利润率和“支持性的结构性增长趋势”也将有助于抵消这些风险。</blockquote> BlackRock <a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a> does see plenty of uncertainty around any tax plan, saying the bipartisan deal still faces hurdles, so in the end, they expect a spending plan well below the price tag, which means less offsetting tax hikes. But if the tax rises are implemented, Blackrock has an idea of what that might mean for equities.<blockquote>贝莱德<a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a>确实看到任何税收计划都存在很多不确定性，称两党协议仍面临障碍，因此最终，他们预计支出计划远低于价格标签，这意味着抵消增税的作用较小。但如果增税得以实施，贝莱德知道这对股市可能意味着什么。</blockquote> \"If the proposed 28% corporate income-tax rate and a 21% global minimum tax were imposed, we estimate the earnings per share of the S&amp;P 500 index would be 7% lower in 2022 compared with a scenario without tax increases,\" said BlackRock.<blockquote>贝莱德表示：“如果实施拟议的28%企业所得税税率和21%的全球最低税率，我们估计2022年标普500指数的每股收益将比不加税的情况下降7%。”</blockquote> As for non-U.S. equity markets, BlackRock said Europe and Japan are well-positioned to pick up the baton from a strong U.S.-led economic restart. Those markets already have plenty of taxes and regulations, with little scope for more.<blockquote>至于非美国股市，贝莱德表示，欧洲和日本处于有利地位，可以从美国主导的强劲经济重启中接过接力棒。这些市场已经有大量的税收和法规，几乎没有更多的空间。</blockquote> BlackRock also still likes small-and-medium cap U.S. stocks, which strategist said are less likely to be affected by tax hikes and regulations aimed at big corporations. Any higher taxes on individual capital gains could put more focus on after-tax portfolio construction and may drive up demand for tax-efficient strategies that let investors better control timing on capital gains, such as exchange-traded funds and managed accounts, the asset manager said.<blockquote>贝莱德还仍然看好中小型美国股票，策略师表示，这些股票不太可能受到针对大公司的增税和监管的影响。资产管理公司表示，对个人资本利得征收更高的税可能会让人们更加关注税后投资组合建设，并可能推高对节税策略的需求，让投资者更好地控制资本利得的时机，例如交易所交易基金和管理账户。</blockquote> \"Tax-advantaged U.S. municipal bonds may also benefit from increased demand, even as their valuations look relatively rich to us,\" said Li and the team.<blockquote>“税收优惠的美国市政债券也可能受益于需求的增加，尽管在我们看来它们的估值相对较高，”李和团队表示。</blockquote>","source":"lsy1625036433252","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>World's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</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\">\nWorld's biggest asset manager is cooling on U.S. stocks near term. Here's why.<blockquote>全球最大的资产管理公司近期对美国股市的看法正在降温。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkeWatch2021-06-30 14:59\n\n</h4>\n</header>\n<article>\nBlackRock says higher taxes could make it challenging for stocks to keep climbing<blockquote>贝莱德表示，更高的税收可能会使股市继续攀升面临挑战</blockquote> <img src=\"https://static.tigerbbs.com/680d19274db1e76a6855fad2ab495612\" tg-width=\"1260\" tg-height=\"868\">New York Stock Exchange (NYSE) at Wall Street on Jan. 12, 2021 in New York City.<blockquote>纽约证券交易所(NYSE)于2021年1月12日在纽约市华尔街举行。</blockquote> Is this as good as it gets for U.S. stocks?<blockquote>这对美国股市来说已经是最好的了吗？</blockquote> That's a question investors would be forgiven for asking each time the S&amp;P 500 index marks new highs -- all 32 times this year so far, with another record potentially in the works for Tuesday . According to BlackRock, the answer may be yes, at least for now.<blockquote>每当标普500指数创下新高时，投资者都会问这个问题，这是情有可原的——今年迄今为止共32次，周二可能会创下另一项纪录。贝莱德表示，答案可能是肯定的，至少目前是这样。</blockquote> \"The potential for higher U.S. taxes, coupled with regulatory risks and shifting growth momentum, tempers our near-term enthusiasm for U.S. equities,\" said Wei Li, global chief investment strategist, and a team at BlackRock Investment Institute, in a weekly commentary that published on Tuesday.<blockquote>贝莱德投资研究所（BlackRock Investment Institute）全球首席投资策略师李伟及其团队在周二发表的每周评论中表示：“美国增税的可能性，加上监管风险和增长势头的转变，抑制了我们近期对美国股市的热情。”</blockquote> The world's biggest asset manager sees stocks in non-U.S. developed markets as \"better positioned to capture the economic restart over the tactical horizon,\" as the rest of the world recovers from the coronavirus pandemic.<blockquote>这家全球最大的资产管理公司认为，随着世界其他地区从冠状病毒大流行中复苏，非美国发达市场的股票“更有能力在战术范围内捕捉经济重启”。</blockquote> The White House recently signed onto a bipartisan infrastructure plan , which has long been sought by the Organization for Economic Cooperation and Development, which wants rules for taxing cross-border digital services and multinationals that try to shifting profits to lower-tax jurisdictions.<blockquote>白宫最近签署了一项两党基础设施计划，这是经济合作与发展组织长期以来一直在寻求的，该组织希望制定对跨境数字服务和试图将利润转移到低税收管辖区的跨国公司征税的规则。</blockquote> \"Higher taxes would have varied sectoral implications,\" said Li and the team. \"Sectors with the lowest effective tax rates -- or the actual rate paid after taking into account various tax breaks and deductions -- have the most to lose, all else being equal. Information technology <a href=\"https://laohu8.com/S/IT\">$(IT)$</a>, the largest sector on the S&amp;P 500 index, has a relatively low effective tax rate just under 17%. Energy, materials and consumer staples have tax rates above 20%.\"<blockquote>“更高的税收会对行业产生不同的影响，”李和他的团队说。他说：“在其他条件相同的情况下，有效税率（或经考虑各种税务减免和扣除后的实际税率）最低的行业损失最大。”<a href=\"https://laohu8.com/S/IT\">$(IT)$</a>该行业是标普500指数中最大的行业，其有效税率相对较低，略低于17%。能源、材料和必需消费品的税率都在20%以上。”</blockquote> <img src=\"https://static.tigerbbs.com/13ec81666b4fcbd90b2335b48a538b19\" tg-width=\"1260\" tg-height=\"757\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Large-cap information technology and healthcare stocks, which tend to benefit most when profits can find those lower-tax jurisdictions, could take the biggest hit to earnings should a global minimum tax become a reality. Tax increases that come in less than the administration of President Joe Biden has proposed might \"soften the blow,\" while the sector's relatively high profit margins and \"supportive structural growth trends,\" would also help offset those risks.<blockquote>当利润能够找到这些税收较低的司法管辖区时，大型信息技术和医疗保健股往往会受益最大，但如果全球最低税成为现实，它们的盈利可能会受到最大的打击。低于乔·拜登总统政府提议的增税幅度可能会“减轻打击”，而该行业相对较高的利润率和“支持性的结构性增长趋势”也将有助于抵消这些风险。</blockquote> BlackRock <a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a> does see plenty of uncertainty around any tax plan, saying the bipartisan deal still faces hurdles, so in the end, they expect a spending plan well below the price tag, which means less offsetting tax hikes. But if the tax rises are implemented, Blackrock has an idea of what that might mean for equities.<blockquote>贝莱德<a href=\"https://laohu8.com/S/BLK\">$(BLK)$</a>确实看到任何税收计划都存在很多不确定性，称两党协议仍面临障碍，因此最终，他们预计支出计划远低于价格标签，这意味着抵消增税的作用较小。但如果增税得以实施，贝莱德知道这对股市可能意味着什么。</blockquote> \"If the proposed 28% corporate income-tax rate and a 21% global minimum tax were imposed, we estimate the earnings per share of the S&amp;P 500 index would be 7% lower in 2022 compared with a scenario without tax increases,\" said BlackRock.<blockquote>贝莱德表示：“如果实施拟议的28%企业所得税税率和21%的全球最低税率，我们估计2022年标普500指数的每股收益将比不加税的情况下降7%。”</blockquote> As for non-U.S. equity markets, BlackRock said Europe and Japan are well-positioned to pick up the baton from a strong U.S.-led economic restart. Those markets already have plenty of taxes and regulations, with little scope for more.<blockquote>至于非美国股市，贝莱德表示，欧洲和日本处于有利地位，可以从美国主导的强劲经济重启中接过接力棒。这些市场已经有大量的税收和法规，几乎没有更多的空间。</blockquote> BlackRock also still likes small-and-medium cap U.S. stocks, which strategist said are less likely to be affected by tax hikes and regulations aimed at big corporations. Any higher taxes on individual capital gains could put more focus on after-tax portfolio construction and may drive up demand for tax-efficient strategies that let investors better control timing on capital gains, such as exchange-traded funds and managed accounts, the asset manager said.<blockquote>贝莱德还仍然看好中小型美国股票，策略师表示，这些股票不太可能受到针对大公司的增税和监管的影响。资产管理公司表示，对个人资本利得征收更高的税可能会让人们更加关注税后投资组合建设，并可能推高对节税策略的需求，让投资者更好地控制资本利得的时机，例如交易所交易基金和管理账户。</blockquote> \"Tax-advantaged U.S. municipal bonds may also benefit from increased demand, even as their valuations look relatively rich to us,\" said Li and the team.<blockquote>“税收优惠的美国市政债券也可能受益于需求的增加，尽管在我们看来它们的估值相对较高，”李和团队表示。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/worlds-biggest-asset-manager-is-cooling-on-u-s-stocks-near-term-heres-why-11624980949?mod=home-page\">MarkeWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/worlds-biggest-asset-manager-is-cooling-on-u-s-stocks-near-term-heres-why-11624980949?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175484676","content_text":"BlackRock says higher taxes could make it challenging for stocks to keep climbing\nNew York Stock Exchange (NYSE) at Wall Street on Jan. 12, 2021 in New York City.\nIs this as good as it gets for U.S. stocks?\nThat's a question investors would be forgiven for asking each time the S&P 500 index marks new highs -- all 32 times this year so far, with another record potentially in the works for Tuesday . According to BlackRock, the answer may be yes, at least for now.\n\"The potential for higher U.S. taxes, coupled with regulatory risks and shifting growth momentum, tempers our near-term enthusiasm for U.S. equities,\" said Wei Li, global chief investment strategist, and a team at BlackRock Investment Institute, in a weekly commentary that published on Tuesday.\nThe world's biggest asset manager sees stocks in non-U.S. developed markets as \"better positioned to capture the economic restart over the tactical horizon,\" as the rest of the world recovers from the coronavirus pandemic.\nThe White House recently signed onto a bipartisan infrastructure plan , which has long been sought by the Organization for Economic Cooperation and Development, which wants rules for taxing cross-border digital services and multinationals that try to shifting profits to lower-tax jurisdictions.\n\"Higher taxes would have varied sectoral implications,\" said Li and the team. \"Sectors with the lowest effective tax rates -- or the actual rate paid after taking into account various tax breaks and deductions -- have the most to lose, all else being equal. Information technology $(IT)$, the largest sector on the S&P 500 index, has a relatively low effective tax rate just under 17%. Energy, materials and consumer staples have tax rates above 20%.\"\n\nLarge-cap information technology and healthcare stocks, which tend to benefit most when profits can find those lower-tax jurisdictions, could take the biggest hit to earnings should a global minimum tax become a reality. Tax increases that come in less than the administration of President Joe Biden has proposed might \"soften the blow,\" while the sector's relatively high profit margins and \"supportive structural growth trends,\" would also help offset those risks.\nBlackRock $(BLK)$ does see plenty of uncertainty around any tax plan, saying the bipartisan deal still faces hurdles, so in the end, they expect a spending plan well below the price tag, which means less offsetting tax hikes. But if the tax rises are implemented, Blackrock has an idea of what that might mean for equities.\n\"If the proposed 28% corporate income-tax rate and a 21% global minimum tax were imposed, we estimate the earnings per share of the S&P 500 index would be 7% lower in 2022 compared with a scenario without tax increases,\" said BlackRock.\nAs for non-U.S. equity markets, BlackRock said Europe and Japan are well-positioned to pick up the baton from a strong U.S.-led economic restart. Those markets already have plenty of taxes and regulations, with little scope for more.\nBlackRock also still likes small-and-medium cap U.S. stocks, which strategist said are less likely to be affected by tax hikes and regulations aimed at big corporations. Any higher taxes on individual capital gains could put more focus on after-tax portfolio construction and may drive up demand for tax-efficient strategies that let investors better control timing on capital gains, such as exchange-traded funds and managed accounts, the asset manager said.\n\"Tax-advantaged U.S. municipal bonds may also benefit from increased demand, even as their valuations look relatively rich to us,\" said Li and the team.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":946,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}