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RomySKT
RomySKT
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2021-06-30
Pls like and comment back ?
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RomySKT
RomySKT
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2021-06-29
666
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RomySKT
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2021-06-29
Woo
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RomySKT
RomySKT
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2021-06-28
Wow
[Focus] Emerging electric vehicle manufacturers experience a complete surge, with Nio Motor Company rising 9%.
6月28日,中概新能源车股持续走高,蔚来涨9%,理想汽车涨超7%,小鹏汽车涨超6%。
[Focus] Emerging electric vehicle manufacturers experience a complete surge, with Nio Motor Company rising 9%.
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RomySKT
RomySKT
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2021-06-27
Pls like and comment ?
Growth VS. value: the biggest divide in the US stock market right now.
一场成长股与价值股之间的角力正在展开。 行至年中,笼罩的美股上方的不确定性越来越大,对美股风格也产生了巨大影响,一场成长股与价值股之间的角力正在展开。 就不确定性而言,一方面,美国货币和财政支持可能
Growth VS. value: the biggest divide in the US stock market right now.
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RomySKT
RomySKT
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2021-06-25
To the moon
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RomySKT
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2021-06-25
To the moon
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2021-06-25
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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\">\n[Focus] Emerging electric vehicle manufacturers experience a complete surge, with Nio Motor Company rising 9%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-28 23:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28, Chinese concept stocks in the new energy vehicle market continued to rise.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 7%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It rose more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日,中概新能源车股持续走高,蔚来涨9%,理想汽车涨超7%,小鹏汽车涨超6%。","news_type":1,"symbols_score_info":{"LI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127034883,"gmtCreate":1624801914042,"gmtModify":1703845334317,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579783453007050","authorIdStr":"3579783453007050"},"themes":[],"title":"","htmlText":"Pls like and comment ?","listText":"Pls like and comment ?","text":"Pls like and comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127034883","repostId":"1175717613","repostType":4,"repost":{"id":"1175717613","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1624799107,"share":"https://ttm.financial/m/news/1175717613?lang=en_US&edition=fundamental","pubTime":"2021-06-27 21:05","market":"us","language":"zh","title":"Growth VS. value: the biggest divide in the US stock market right now.","url":"https://stock-news.laohu8.com/highlight/detail?id=1175717613","media":"华尔街见闻","summary":"一场成长股与价值股之间的角力正在展开。\n\n行至年中,笼罩的美股上方的不确定性越来越大,对美股风格也产生了巨大影响,一场成长股与价值股之间的角力正在展开。\n就不确定性而言,一方面,美国货币和财政支持可能","content":"<p>A battle is underway between growth stocks and value stocks. As we approach the middle of the year, the uncertainty surrounding US stocks is increasing, which has had a huge impact on the style of US stocks, and a battle between growth stocks and value stocks is underway.</p><p>In terms of uncertainty, on the one hand, U.S. monetary and fiscal support may decrease, which will weaken the current economic recovery and put pressure on corporate earnings growth. In addition, the U.S. government's plans to raise taxes are another potential deterrent.</p><p>On the other hand, inflation has become another major uncertainty affecting the performance of US stocks. If upward pressure on prices continues, resulting in higher rate hike expectations, US stocks may experience a bumpy road.</p><p>These uncertainties dominate the performance of growth and value stocks, and changes in inflation and monetary policy towards expectations will determine the style of US stocks in the second half of the year.</p><p>As previously mentioned by Wall Street Insights, since the beginning of this year, as US Treasury yields have risen rapidly and US stocks have rotated rapidly, the stock prices of tech giants that were enjoying great success during the pandemic have corrected sharply, while cyclical stocks that are more sensitive to economic recovery have rebounded collectively.</p><p>However, recently, as inflation expectations have cooled and US Treasury yields have declined, technology stocks have regained market favor, especially since the Federal Reserve hinted at an earlier-than-expected rate hike, which has intensified the rise in technology stocks.</p><p>Many analysts have sided with technology stocks, believing that after a correction, the valuations of American tech giants have begun to show attractiveness, which means that these tech leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande believes that U.S. tech stocks are currently relatively cheap. According to Barclays data, FANMAG currently has an average expected P/E of 29.9 times. This is only slightly higher than about 28 times before the pandemic began in December 2019, and a significant drop from the peak of 40 times in the middle of last year.</p><p>Jason Pride, Chief Investment Officer of Glenmede Private Wealth, believes that the rally in value stocks is not over yet, and value stocks will outperform technology stocks.</p><p>We are still in the process of fundamental recovery, with both economic growth and revenue improving. Our basic assumption is that inflation will eventually stabilize between 2% and 3%, which will benefit value stocks more than growth stocks. Morgan Stanley Asset Management also favors value stocks. Andrew Slimmon, a senior portfolio manager at the firm, said that people tend to hold inflation-sensitive stocks when the economy is stronger, and people may underestimate the duration of this cycle.</p><p>Slimmon points out that value stocks remain cheap relative to the broader market, and the phase of value stocks outperforming large-cap stocks will continue.</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>Growth VS. value: the biggest divide in the US stock market right now.</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\">\nGrowth VS. value: the biggest divide in the US stock market right now.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2021-06-27 21:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>A battle is underway between growth stocks and value stocks. As we approach the middle of the year, the uncertainty surrounding US stocks is increasing, which has had a huge impact on the style of US stocks, and a battle between growth stocks and value stocks is underway.</p><p>In terms of uncertainty, on the one hand, U.S. monetary and fiscal support may decrease, which will weaken the current economic recovery and put pressure on corporate earnings growth. In addition, the U.S. government's plans to raise taxes are another potential deterrent.</p><p>On the other hand, inflation has become another major uncertainty affecting the performance of US stocks. If upward pressure on prices continues, resulting in higher rate hike expectations, US stocks may experience a bumpy road.</p><p>These uncertainties dominate the performance of growth and value stocks, and changes in inflation and monetary policy towards expectations will determine the style of US stocks in the second half of the year.</p><p>As previously mentioned by Wall Street Insights, since the beginning of this year, as US Treasury yields have risen rapidly and US stocks have rotated rapidly, the stock prices of tech giants that were enjoying great success during the pandemic have corrected sharply, while cyclical stocks that are more sensitive to economic recovery have rebounded collectively.</p><p>However, recently, as inflation expectations have cooled and US Treasury yields have declined, technology stocks have regained market favor, especially since the Federal Reserve hinted at an earlier-than-expected rate hike, which has intensified the rise in technology stocks.</p><p>Many analysts have sided with technology stocks, believing that after a correction, the valuations of American tech giants have begun to show attractiveness, which means that these tech leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande believes that U.S. tech stocks are currently relatively cheap. According to Barclays data, FANMAG currently has an average expected P/E of 29.9 times. This is only slightly higher than about 28 times before the pandemic began in December 2019, and a significant drop from the peak of 40 times in the middle of last year.</p><p>Jason Pride, Chief Investment Officer of Glenmede Private Wealth, believes that the rally in value stocks is not over yet, and value stocks will outperform technology stocks.</p><p>We are still in the process of fundamental recovery, with both economic growth and revenue improving. Our basic assumption is that inflation will eventually stabilize between 2% and 3%, which will benefit value stocks more than growth stocks. Morgan Stanley Asset Management also favors value stocks. Andrew Slimmon, a senior portfolio manager at the firm, said that people tend to hold inflation-sensitive stocks when the economy is stronger, and people may underestimate the duration of this cycle.</p><p>Slimmon points out that value stocks remain cheap relative to the broader market, and the phase of value stocks outperforming large-cap stocks will continue.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175717613","content_text":"一场成长股与价值股之间的角力正在展开。\n\n行至年中,笼罩的美股上方的不确定性越来越大,对美股风格也产生了巨大影响,一场成长股与价值股之间的角力正在展开。\n就不确定性而言,一方面,美国货币和财政支持可能会减少,这将削弱当前经济复苏的活力,并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。\n另一方面,通胀走势成为牵动美股走势的另一大不确定性,如果价格的上行压力持续,结果是加息预期上升,美股可能会经历一段坎坷之路。\n这些不确定性主宰着成长和价值股票走势,通胀和货币政策走向预期的变动将决定美股下半年的风格。\n华尔街见闻此前提及,今年初以来,随着美债收益率快速走高,美股快速轮动,疫情期间风光无限的科技巨头们股价大幅回调,而对经济复苏较为敏感的周期股集体反弹。\n但近期,随着通胀预期降温,美债收益率下行,科技股重获市场青睐,尤其是美联储暗示将早于预期加息以来,科技股涨势加剧。\n有不少分析师站队科技股,认为经过一番回调,目前美国科技巨头们的估值已经开始彰显吸引力,这意味着这些科技领头羊有望继续上涨。\n巴克莱策略师Maneesh Deshpande认为目前美国科技股相对便宜。巴克莱(Barclays)的数据显示,FANMAG目前的平均预期市盈率为29.9倍。这只比2019年12月大流行开始前的约28倍高一点点,比去年年中40倍的峰值大幅下降。\n格伦米德(Glenmede)私人财富首席投资官Jason Pride则认为,价值股的行情还未结束,价值股将跑赢科技股:\n\n 我们仍处于基本面复苏之中,经济增长和收入都有所提高。我们的基本假设是,通胀最终会稳定在2%至3%之间,这对价值股的益处将大于成长股。\n\n摩根士丹利资产管理公司也偏好价值股。该机构高级投资组合经理Andrew Slimmon表示,在经济形势更为强劲的时候,倾向于持有对通胀敏感的股票,而人们可能低估了这个周期的持续时间。\nSlimmon指出,相对于更广泛的市场,价值型股票仍然很便宜,价值股表现超大盘的阶段将持续下去。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122120443,"gmtCreate":1624605393982,"gmtModify":1703841548148,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579783453007050","authorIdStr":"3579783453007050"},"themes":[],"title":"","htmlText":"To the moon ","listText":"To the moon ","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122120443","repostId":"1130326663","repostType":4,"isVote":1,"tweetType":1,"viewCount":4394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122165834,"gmtCreate":1624605242828,"gmtModify":1703841543295,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579783453007050","authorIdStr":"3579783453007050"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122165834","repostId":"1130326663","repostType":4,"isVote":1,"tweetType":1,"viewCount":4221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122162562,"gmtCreate":1624605199856,"gmtModify":1703841542003,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579783453007050","authorIdStr":"3579783453007050"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122162562","repostId":"1102925117","repostType":4,"isVote":1,"tweetType":1,"viewCount":3464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}