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2021-07-27

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Peak Growth Fears Ease Enough to Stir Backing for Cyclicals<blockquote>对峰值增长的担忧缓解到足以刺激对周期性股票的支持</blockquote>

(Bloomberg) -- Strategists are pushing back against “peak growth” worries in markets, arguing some s

Peak Growth Fears Ease Enough to Stir Backing for Cyclicals<blockquote>对峰值增长的担忧缓解到足以刺激对周期性股票的支持</blockquote>

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Equities that suffered from risks linked to the delta Covid-19 variant, like energy, are set to rally from this week, according to Fundstrat Global Advisors LLC’s Tom Lee.<blockquote>包括大卫·科斯汀在内的高盛集团策略师在一份报告中写道，美国广泛接种疫苗支持经济扩张，航空公司和酒店等落后者应该会在未来几个月反弹。Fundstrat Global Advisors LLC 的汤姆-李（Tom Lee）表示，能源等遭受与三角洲 Covid-19 变种相关风险的股票将从本周开始反弹。</blockquote> “Investors are concerned about the impact on economic growth from the delta variant, but the new strain should not pose a major market risk,” the Goldman team wrote Friday. It backs “tactical positions in virus-exposed cyclicals alongside longer-term investments in high-quality secular growth stocks.”<blockquote>“高盛团队周五写道：”投资者担心德尔塔变异毒株对经济增长的影响，但新的压力不应构成重大市场风险。它支持 “对受病毒影响的周期性股票进行战术头寸，同时对优质长期成长型股票进行长期投资”。</blockquote> Key U.S. equity gauges have recovered to hit records after swooning at the start of last week when worries about the spread of the delta strain gripped investors. But other parts of the financial markets continue to flash warnings about economic growth risks from virus flareups.<blockquote>美国主要股市指标在上周初因对三角洲病毒蔓延的担忧而陷入瘫痪后，已恢复至创纪录水平。但金融市场的其他部分继续对病毒爆发带来的经济增长风险发出警告。</blockquote> For instance, U.S. 10-year real yields have fallen to a record low. Shares in emerging markets -- where vaccinations are lagging and some countries have imposed curbs on mobility -- are at a 17-year relative low against developed-market peers.<blockquote>例如，美国10年期实际收益率已跌至历史新低。与发达市场同行相比，新兴市场的股价处于 17 年来的相对低点，新兴市场的疫苗接种滞后，一些国家对流动性实施了限制。</blockquote> JPMorgan Chase &amp; Co. strategists are also among those expecting a comeback for cyclicals. Fundstrat’s Lee predicted “a stronger, more generalized ‘risk on’” starting soon. S&amp;P 500 sectors linked to reopening, like energy and materials, outperformed Monday as the index pushed to another all-time high.<blockquote>摩根大通策略师也是预计周期性股票将卷土重来的人之一。Fundstrat 的 Lee 预测，“一个更强、更普遍的'风险'即将开始”。能源和材料等与重新开放相关的标普500板块周一表现优异，指数创下历史新高。</blockquote> Other commentators remain circumspect. For instance, John Briggs, global head of desk strategy at Natwest Markets, argues “volatility around growth concerns will likely remain, with markets in new ranges but in choppy trading, until we can evaluate the linkages between delta cases and hospitalizations in vaccinated nations.”<blockquote>其他评论员仍然谨慎。例如，Natwest Markets 全球案头策略主管约翰-布里格斯（John Briggs）认为，“在我们能够评估三角洲病例与接种疫苗国家住院之间的联系之前，围绕增长担忧的波动可能会持续下去，市场在新的区间内，但交易波动不定”。</blockquote> UBS Global Wealth Management wrote in a note that the delta variant worries had disproportionately impacted cyclical sectors. “We view the recent weakness as a buying opportunity as these sectors are still expected to see outsized earnings growth and valuation metrics remain attractive,” said Solita Marcelli, chief investment officer for the Americas.<blockquote>瑞银全球财富管理公司在一份报告中写道，德尔塔变异毒株的担忧对周期性行业造成了不成比例的影响。“美洲区首席投资官索利塔-马塞利（Solita Marcelli）表示：”我们认为近期的疲软是一个买入机会，因为预计这些行业仍将出现大幅盈利增长，估值指标仍将具有吸引力。</blockquote>","source":"lsy1612507957220","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>Peak Growth Fears Ease Enough to Stir Backing for Cyclicals<blockquote>对峰值增长的担忧缓解到足以刺激对周期性股票的支持</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\">\nPeak Growth Fears Ease Enough to Stir Backing for Cyclicals<blockquote>对峰值增长的担忧缓解到足以刺激对周期性股票的支持</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBloomberg2021-07-27 10:08\n\n</h4>\n</header>\n<article>\n(Bloomberg) -- Strategists are pushing back against “peak growth” worries in markets, arguing some stocks tied to the U.S. economic reopening are oversold.<blockquote>(彭博社）--策略师们正在反击市场对 “增长峰值 ”的担忧，认为一些与美国经济重新开放相关的股票已经超卖。</blockquote> Widespread U.S. vaccinations support economic expansion and laggards such as airlines and hotels should rebound in coming months, Goldman Sachs Group Inc. strategists including David Kostin wrote in a note. Equities that suffered from risks linked to the delta Covid-19 variant, like energy, are set to rally from this week, according to Fundstrat Global Advisors LLC’s Tom Lee.<blockquote>包括大卫·科斯汀在内的高盛集团策略师在一份报告中写道，美国广泛接种疫苗支持经济扩张，航空公司和酒店等落后者应该会在未来几个月反弹。Fundstrat Global Advisors LLC 的汤姆-李（Tom Lee）表示，能源等遭受与三角洲 Covid-19 变种相关风险的股票将从本周开始反弹。</blockquote> “Investors are concerned about the impact on economic growth from the delta variant, but the new strain should not pose a major market risk,” the Goldman team wrote Friday. It backs “tactical positions in virus-exposed cyclicals alongside longer-term investments in high-quality secular growth stocks.”<blockquote>“高盛团队周五写道：”投资者担心德尔塔变异毒株对经济增长的影响，但新的压力不应构成重大市场风险。它支持 “对受病毒影响的周期性股票进行战术头寸，同时对优质长期成长型股票进行长期投资”。</blockquote> Key U.S. equity gauges have recovered to hit records after swooning at the start of last week when worries about the spread of the delta strain gripped investors. But other parts of the financial markets continue to flash warnings about economic growth risks from virus flareups.<blockquote>美国主要股市指标在上周初因对三角洲病毒蔓延的担忧而陷入瘫痪后，已恢复至创纪录水平。但金融市场的其他部分继续对病毒爆发带来的经济增长风险发出警告。</blockquote> For instance, U.S. 10-year real yields have fallen to a record low. Shares in emerging markets -- where vaccinations are lagging and some countries have imposed curbs on mobility -- are at a 17-year relative low against developed-market peers.<blockquote>例如，美国10年期实际收益率已跌至历史新低。与发达市场同行相比，新兴市场的股价处于 17 年来的相对低点，新兴市场的疫苗接种滞后，一些国家对流动性实施了限制。</blockquote> JPMorgan Chase &amp; Co. strategists are also among those expecting a comeback for cyclicals. Fundstrat’s Lee predicted “a stronger, more generalized ‘risk on’” starting soon. S&amp;P 500 sectors linked to reopening, like energy and materials, outperformed Monday as the index pushed to another all-time high.<blockquote>摩根大通策略师也是预计周期性股票将卷土重来的人之一。Fundstrat 的 Lee 预测，“一个更强、更普遍的'风险'即将开始”。能源和材料等与重新开放相关的标普500板块周一表现优异，指数创下历史新高。</blockquote> Other commentators remain circumspect. For instance, John Briggs, global head of desk strategy at Natwest Markets, argues “volatility around growth concerns will likely remain, with markets in new ranges but in choppy trading, until we can evaluate the linkages between delta cases and hospitalizations in vaccinated nations.”<blockquote>其他评论员仍然谨慎。例如，Natwest Markets 全球案头策略主管约翰-布里格斯（John Briggs）认为，“在我们能够评估三角洲病例与接种疫苗国家住院之间的联系之前，围绕增长担忧的波动可能会持续下去，市场在新的区间内，但交易波动不定”。</blockquote> UBS Global Wealth Management wrote in a note that the delta variant worries had disproportionately impacted cyclical sectors. “We view the recent weakness as a buying opportunity as these sectors are still expected to see outsized earnings growth and valuation metrics remain attractive,” said Solita Marcelli, chief investment officer for the Americas.<blockquote>瑞银全球财富管理公司在一份报告中写道，德尔塔变异毒株的担忧对周期性行业造成了不成比例的影响。“美洲区首席投资官索利塔-马塞利（Solita Marcelli）表示：”我们认为近期的疲软是一个买入机会，因为预计这些行业仍将出现大幅盈利增长，估值指标仍将具有吸引力。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/peak-growth-concerns-ease-enough-092929565.html\">Bloomberg</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":{"HLT":"希尔顿酒店","AAL":"美国航空"},"source_url":"https://finance.yahoo.com/news/peak-growth-concerns-ease-enough-092929565.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186625129","content_text":"(Bloomberg) -- Strategists are pushing back against “peak growth” worries in markets, arguing some stocks tied to the U.S. economic reopening are oversold.\nWidespread U.S. vaccinations support economic expansion and laggards such as airlines and hotels should rebound in coming months, Goldman Sachs Group Inc. strategists including David Kostin wrote in a note. Equities that suffered from risks linked to the delta Covid-19 variant, like energy, are set to rally from this week, according to Fundstrat Global Advisors LLC’s Tom Lee.\n“Investors are concerned about the impact on economic growth from the delta variant, but the new strain should not pose a major market risk,” the Goldman team wrote Friday. It backs “tactical positions in virus-exposed cyclicals alongside longer-term investments in high-quality secular growth stocks.”\nKey U.S. equity gauges have recovered to hit records after swooning at the start of last week when worries about the spread of the delta strain gripped investors. But other parts of the financial markets continue to flash warnings about economic growth risks from virus flareups.\nFor instance, U.S. 10-year real yields have fallen to a record low. Shares in emerging markets -- where vaccinations are lagging and some countries have imposed curbs on mobility -- are at a 17-year relative low against developed-market peers.\nJPMorgan Chase & Co. strategists are also among those expecting a comeback for cyclicals. Fundstrat’s Lee predicted “a stronger, more generalized ‘risk on’” starting soon. S&P 500 sectors linked to reopening, like energy and materials, outperformed Monday as the index pushed to another all-time high.\nOther commentators remain circumspect. For instance, John Briggs, global head of desk strategy at Natwest Markets, argues “volatility around growth concerns will likely remain, with markets in new ranges but in choppy trading, until we can evaluate the linkages between delta cases and hospitalizations in vaccinated nations.”\nUBS Global Wealth Management wrote in a note that the delta variant worries had disproportionately impacted cyclical sectors. “We view the recent weakness as a buying opportunity as these sectors are still expected to see outsized earnings growth and valuation metrics remain attractive,” said Solita Marcelli, chief investment officer for the Americas.","news_type":1,"symbols_score_info":{"HLT":0.9,"AAL":0.9}},"isVote":1,"tweetType":1,"viewCount":1882,"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":13,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Peak Growth Fears Ease Enough to Stir Backing for Cyclicals<blockquote>对峰值增长的担忧缓解到足以刺激对周期性股票的支持</blockquote>

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