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2021-07-27

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Peak Growth Fears Ease Enough to Stir Backing for Cyclicals<blockquote>对增长峰值的担忧有所缓解，足以激起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>对增长峰值的担忧有所缓解，足以激起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David Kostin在内的高盛集团策略师在一份报告中写道，美国广泛的疫苗接种支持了经济扩张，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Tom Lee表示，能源等遭受与delta Covid-19变体相关风险的股票将从本周开始上涨。</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，但新毒株不应构成重大市场风险。”它支持“在受病毒影响的周期性股票中的战术头寸，以及对优质长期成长型股票的长期投资。”</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投资者对三角洲病毒传播的担忧而暴跌后，现已回升至创纪录水平。但金融市场的其他部分继续发出有关病毒爆发带来的经济增长风险的警告。</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。新兴市场的疫苗接种滞后，一些国家对流动性实施了限制，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。</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“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板块周一表现优于大盘，该指数再创历史新高。</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>其他评论员仍持谨慎态度。例如，Natwest Markets全球柜台策略主管约翰·布里格斯(John Briggs)认为，“在我们能够评估delta病例与接种疫苗国家住院人数之间的联系之前，围绕增长担忧的波动可能会持续存在，市场处于新区间，但交易波动。”</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>瑞银全球财富管理在一份报告中写道，德尔塔变异毒株担忧对周期性行业产生了不成比例的影响。美洲首席投资官Solita Marcelli表示：“我们将近期的疲软视为买入机会，因为预计这些行业仍将出现大幅盈利增长，且估值指标仍具有吸引力。”</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>对增长峰值的担忧有所缓解，足以激起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>对增长峰值的担忧有所缓解，足以激起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）——策略师正在反驳市场对“增长见顶”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David Kostin在内的高盛集团策略师在一份报告中写道，美国广泛的疫苗接种支持了经济扩张，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Tom Lee表示，能源等遭受与delta Covid-19变体相关风险的股票将从本周开始上涨。</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，但新毒株不应构成重大市场风险。”它支持“在受病毒影响的周期性股票中的战术头寸，以及对优质长期成长型股票的长期投资。”</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投资者对三角洲病毒传播的担忧而暴跌后，现已回升至创纪录水平。但金融市场的其他部分继续发出有关病毒爆发带来的经济增长风险的警告。</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。新兴市场的疫苗接种滞后，一些国家对流动性实施了限制，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。</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“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板块周一表现优于大盘，该指数再创历史新高。</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>其他评论员仍持谨慎态度。例如，Natwest Markets全球柜台策略主管约翰·布里格斯(John Briggs)认为，“在我们能够评估delta病例与接种疫苗国家住院人数之间的联系之前，围绕增长担忧的波动可能会持续存在，市场处于新区间，但交易波动。”</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>瑞银全球财富管理在一份报告中写道，德尔塔变异毒株担忧对周期性行业产生了不成比例的影响。美洲首席投资官Solita Marcelli表示：“我们将近期的疲软视为买入机会，因为预计这些行业仍将出现大幅盈利增长，且估值指标仍具有吸引力。”</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":{"AAL":"美国航空","HLT":"希尔顿酒店"},"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":{"AAL":0.9,"HLT":0.9}},"isVote":1,"tweetType":1,"viewCount":1252,"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>对增长峰值的担忧有所缓解，足以激起对周期性股票的支持</blockquote>

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