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2021-08-10

$Trxade Group, Inc.(MEDS)$ fly fly

2021-08-08

?

The limelight of the new track has not diminished, but foreign investors have begun to silently increase their positions in "old white horses"

2021-08-06

ok

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2021-08-03

BB wake up...

2021-08-02

gogo up

2021-08-01

Woo

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2021-08-01

up up

2021-07-30

up up up

2021-07-27

$Trxade Group, Inc.(MEDS)$ 5 today?

2021-07-21

?

UBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks

Go to Tiger App to see more news

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In contrast, the traditional white horse stocks in consumer, financial and other sectors are somewhat eclipsed. However, the latest data shows that foreign capital has begun to silently buy these \"old white horses\". In the past two weeks, Ping An, Yili, Luzhou Old Cellar, Gree Electric, Wuliangye and other stocks have all received substantial increases from northbound funds. \"Old White Horse\" has regained the attention of northbound funds. Compared with strong sectors such as photovoltaics and lithium batteries, traditional white horse stocks in consumption, finance and other sectors have obviously performed poorly recently. Among them, as of August 6,...</p><p><a href=\"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142649306","content_text":"作为当前A股市场的“最强风口”，光伏、锂电池等板块频频掀起涨停潮。相比之下，消费、金融等板块中的传统白马股则显得有些黯然失色。不过，最新数据显示，外资已经开始默默买入这些“老白马”。近两周，中国平安、伊利股份、泸州老窖、格力电器、五粮液等股票均获北向资金大幅加仓。\n“老白马”重获北向资金关注\n相较于光伏、锂电池等强势板块，消费、金融等板块中的传统白马股近段时间明显表现不佳。其中，截至8月6日，中国平安、贵州茅台和五粮液6月以来均跌逾20%，伊利股份下跌10.7%。\n\n不过，近两周以来，北向资金开始逐步对这些“老白马”进行增持。\n东方财富Choice数据显示，7月26日至8月6日期间，北向资金对67家公司的净买入金额超过3亿元。其中，东方雨虹和中国平安的净买入额分别为33.54亿元和26.11亿元；伊利股份、迈瑞医疗、隆基股份、三一重工、泸州老窖等公司的净买入金额均超过10亿元；格力电器、恒瑞医药、五粮液等公司的净买入金额超过8亿元。这些买入金额靠前的公司多为传统白马公司。\n\n数据来源：东方财富Choice（增减持金额 = 增减持数量 * 8月6日收盘价）\n霸菱中国股票投资经理姜征昊表示，在关注近期市场波动的同时，他仍坚持自下而上的投资流程，并视市场调整为有吸引力的切入点，买进具有结构性增长潜力和优质基本面的企业。\n“展望下半年，A股市场将以盘整为主，波动性持续增加。板块布局上，我持续看好消费、建材龙头以及中高端设备制造相关板块。消费板块估值合理，其长期的成长逻辑保持不变。随着疫苗覆盖率的提升和经济的全面恢复，人均可支配收入有望在今年大幅改善进而迎来消费回归。”富达国际中国区股票投资主管、基金经理周文群称。\n外资坚定投资中国市场\n多家外资机构认为，A股市场的短期波动并不会影响外资长期流入趋势。景顺在最新发布的《全球主权资产管理研究》中称，凭借极具吸引力的本土回报及多元化的投资机会，中国市场的吸引力在过去四年稳步提升。\n景顺表示，未来五年，40%的主权基金计划增加对中国资产配置。75%的主权基金受可观的投资回报所吸引而投资于中国资产，57%的主权基金则将中国视作实现投资组合多元化的重要渠道。与主权基金一样，各国央行也在继续增加对中国资产的配置，从而在美元资产基础上实现多元化配置。\n国信证券也在最新发布的研报中称，当前外资对A股配置比例依然处于明显的低配状态。从外资配置A股规模占全球股票型基金规模比重来看，截至2020年底，全球股票公募基金总规模是28.3万亿美元，外资配置A股市场资金为5225亿美元，占比仅为1.8%。此外，当前MSCI全球指数中A股权重仅为0.4%，占比同样较低。所以总体看，目前A股在外资的全球资产配置中依然是明显低配的，长期来看外资持续净流入依然大有空间。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899498420,"gmtCreate":1628209334760,"gmtModify":1703503114204,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899498420","repostId":"1186213069","repostType":4,"isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804274129,"gmtCreate":1627961484861,"gmtModify":1703498672873,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"BB 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today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809576423","isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178503618,"gmtCreate":1626825964934,"gmtModify":1703765827143,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178503618","repostId":"2152969660","repostType":4,"repost":{"id":"2152969660","kind":"news","pubTimestamp":1626792380,"share":"https://ttm.financial/m/news/2152969660?lang=en_US&edition=fundamental","pubTime":"2021-07-20 22:46","market":"us","language":"zh","title":"UBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2152969660","media":"智通财经","summary":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息","content":"<p>That's despite the 10-year U.S. Treasury Bond yield falling below 1.2%. But<a href=\"https://laohu8.com/S/UBS\">UBS</a>Believes that investors should not sell cyclical stocks just yet.</p><p>Mark Haefele, chief investment officer at UBS, said that several factors are driving the recent decline in yields: \"1) High inflation rates may force the Fed to rate hike prematurely, thereby inhibiting future growth; 2) Concerns that the spread of the Delta variant of the virus may undermine the global economic recovery; 3) Concerns about policy changes and slowing growth momentum could undermine people's confidence in China.\"</p><p>But Haefele believes concerns about the Fed and the Delta variant of the virus are overdone. \"We don't think near-term inflation will force policymakers to tighten excessively, and the Fed's employment criteria are still missing.\" \"While the Delta variant of the virus may mean a more uneven global economic recovery, with some emerging market economies reopening at a slower pace than the U.S. and Europe, vaccines appear to be effective at reducing the healthcare burden, and we expect governments to increasingly focus on rising case numbers.\"</p><p>Haefele added that there is still room for growth in reflation trades thanks to strong consumer balance sheets and expected 40% earnings growth for S&P 500 companies in 2021.</p><p>UBS remains bullish on energy and financial stocks, as well as emerging market stocks.</p><p>While the market may have avoided a sharp sell-off, trading appeared to be volatile throughout the summer, according to DataTrek Research. The chart below indicates that volatility rose again in August and late August.</p><p><img src=\"https://static.tigerbbs.com/075790c08ed2570480c8120dc7c71fb0\" tg-width=\"1019\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">At the same time, the latest survey by Bank of America Securities shows that the bank's clients do not intend to abandon reflation trading. They bought sectors that were particularly hard hit by Monday's sell-off last week. Overall, the bank's clients sold net shares for the fourth consecutive week. The $2 billion net sale was the largest net sale in five weeks.</p><p>While interest rates continued to be subdued this week, the financial sector saw its largest inflow since March 2020. Clients of BofA Securities also bought industrials, energy and materials stocks. Money continues to pull out of growth and IT stocks at a record rate.</p><p>Bank of America Securities with Jill Carey</p><p>Strategists led by Hall wrote in a research note: \"Clients bought mid-cap stocks last week, with inflows into mid-cap stocks hitting a record (since 2008) and inflows into small-cap stocks hitting a record high since October 2020.\" \"Our clients continue to favor small cap stocks over large cap stocks.\"</p><p><img src=\"https://static.tigerbbs.com/afaaf4e79acbb67c13fb254bbf0c0092\" tg-width=\"734\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"Contrary to recent trends, clients are buying a single stock for the first time in more than two months and selling an ETF for the first time in nearly three months,\" Hall added.</p>","source":"stock_zhitongcaijing","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>UBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks</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\">\nUBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-07-20 22:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>That's despite the 10-year U.S. Treasury Bond yield falling below 1.2%. But<a href=\"https://laohu8.com/S/UBS\">UBS</a>Believes that investors should not sell cyclical stocks just yet.</p><p>Mark Haefele, chief investment officer at UBS, said that several factors are driving the recent decline in yields: \"1) High inflation rates may force the Fed to rate hike prematurely, thereby inhibiting future growth; 2) Concerns that the spread of the Delta variant of the virus may undermine the global economic recovery; 3) Concerns about policy changes and slowing growth momentum could undermine people's confidence in China.\"</p><p>But Haefele believes concerns about the Fed and the Delta variant of the virus are overdone. \"We don't think near-term inflation will force policymakers to tighten excessively, and the Fed's employment criteria are still missing.\" \"While the Delta variant of the virus may mean a more uneven global economic recovery, with some emerging market economies reopening at a slower pace than the U.S. and Europe, vaccines appear to be effective at reducing the healthcare burden, and we expect governments to increasingly focus on rising case numbers.\"</p><p>Haefele added that there is still room for growth in reflation trades thanks to strong consumer balance sheets and expected 40% earnings growth for S&P 500 companies in 2021.</p><p>UBS remains bullish on energy and financial stocks, as well as emerging market stocks.</p><p>While the market may have avoided a sharp sell-off, trading appeared to be volatile throughout the summer, according to DataTrek Research. The chart below indicates that volatility rose again in August and late August.</p><p><img src=\"https://static.tigerbbs.com/075790c08ed2570480c8120dc7c71fb0\" tg-width=\"1019\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">At the same time, the latest survey by Bank of America Securities shows that the bank's clients do not intend to abandon reflation trading. They bought sectors that were particularly hard hit by Monday's sell-off last week. Overall, the bank's clients sold net shares for the fourth consecutive week. The $2 billion net sale was the largest net sale in five weeks.</p><p>While interest rates continued to be subdued this week, the financial sector saw its largest inflow since March 2020. Clients of BofA Securities also bought industrials, energy and materials stocks. Money continues to pull out of growth and IT stocks at a record rate.</p><p>Bank of America Securities with Jill Carey</p><p>Strategists led by Hall wrote in a research note: \"Clients bought mid-cap stocks last week, with inflows into mid-cap stocks hitting a record (since 2008) and inflows into small-cap stocks hitting a record high since October 2020.\" \"Our clients continue to favor small cap stocks over large cap stocks.\"</p><p><img src=\"https://static.tigerbbs.com/afaaf4e79acbb67c13fb254bbf0c0092\" tg-width=\"734\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"Contrary to recent trends, clients are buying a single stock for the first time in more than two months and selling an ETF for the first time in nearly three months,\" Hall added.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/517973.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"UBS":"瑞银"},"source_url":"http://www.zhitongcaijing.com/content/detail/517973.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152969660","content_text":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧有些过头了。“我们不认为近期通胀会迫使政策制定者过度紧缩，而美联储的就业标准仍未达到。”“尽管Delta变种病毒可能意味着全球经济复苏更加不均衡，一些新兴市场经济体重新开放的步伐比美国和欧洲要慢，但疫苗似乎在减轻医疗负担方面有效，我们预计各国政府将越来越多地关注不断上升的病例数字。”\nHaefele补充说，由于强劲的消费者资产负债表和标普500指数公司2021年预期40%收益增长，通货再膨胀交易仍有增长空间。\n瑞银目前仍然看好能源股和金融股，以及新兴市场股票。\n根据 DataTrek Research 的数据，虽然市场可能避免大幅抛售，但整个夏季的交易似乎都在波动。下图表明波动性在8月和8月下旬再次上升。\n同时美银证券的最新调查显示，该行的客户不打算放弃通货再膨胀交易，他们上周买入了在周一的抛售中受到特别沉重打击的板块。总体而言，该行的客户连续第四周净卖出股票。20亿美元的净卖出额是5周以来最大的净卖出额。\n尽管本周利率继续低迷，但金融板块出现了自2020年3月以来最大的资金流入。美银证券的客户还购买了工业股、能源股和材料股。资金继续以创纪录的速度撤出成长性和IT类股票。\n美银证券以Jill Carey \nHall为首的策略师在一份研究报告中写道:“客户买入上周中盘股，流入中盘股的资金创下纪录(自2008年以来)，流入小型股的资金创下2020年10月以来的最高纪录，卖出大型股的资金创下1月中旬以来的最高纪录。”“我们的客户继续青睐小型股，而非大型股。”\n\n霍尔补充称，“与近期趋势相反，客户在两个多月来首次买入单一股票，近三个月来首次卖出ETF。”","news_type":1,"symbols_score_info":{"UBS":0.9}},"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":899498420,"gmtCreate":1628209334760,"gmtModify":1703503114204,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899498420","repostId":"1186213069","repostType":4,"isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804274129,"gmtCreate":1627961484861,"gmtModify":1703498672873,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"BB 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fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896579887","isVote":1,"tweetType":1,"viewCount":1833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891618111,"gmtCreate":1628385862733,"gmtModify":1703505585564,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891618111","repostId":"1142649306","repostType":4,"repost":{"id":"1142649306","kind":"news","pubTimestamp":1628381254,"share":"https://ttm.financial/m/news/1142649306?lang=en_US&edition=fundamental","pubTime":"2021-08-08 08:07","market":"sh","language":"zh","title":"The limelight of the new track has not diminished, but foreign investors have begun to silently increase their positions in \"old white horses\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1142649306","media":"上海证券报","summary":"作为当前A股市场的“最强风口”，光伏、锂电池等板块频频掀起涨停潮。相比之下，消费、金融等板块中的传统白马股则显得有些黯然失色。不过，最新数据显示，外资已经开始默默买入这些“老白马”。近两周，中国平安、","content":"<p><div>As the \"strongest outlet\" of the current A-share market, photovoltaic, lithium battery and other sectors frequently set off daily limit waves. In contrast, the traditional white horse stocks in consumer, financial and other sectors are somewhat eclipsed. However, the latest data shows that foreign capital has begun to silently buy these \"old white horses\". In the past two weeks, Ping An, Yili, Luzhou Old Cellar, Gree Electric, Wuliangye and other stocks have all received substantial increases from northbound funds. \"Old White Horse\" has regained the attention of northbound funds. Compared with strong sectors such as photovoltaics and lithium batteries, traditional white horse stocks in consumption, finance and other sectors have obviously performed poorly recently. Among them, as of August 6,...</p><p><a href=\"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ\">Web link</a></div></p>","source":"shzqb","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>The limelight of the new track has not diminished, but foreign investors have begun to silently increase their positions in \"old white horses\"</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\">\nThe limelight of the new track has not diminished, but foreign investors have begun to silently increase their positions in \"old white horses\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-08-08 08:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>As the \"strongest outlet\" of the current A-share market, photovoltaic, lithium battery and other sectors frequently set off daily limit waves. In contrast, the traditional white horse stocks in consumer, financial and other sectors are somewhat eclipsed. However, the latest data shows that foreign capital has begun to silently buy these \"old white horses\". In the past two weeks, Ping An, Yili, Luzhou Old Cellar, Gree Electric, Wuliangye and other stocks have all received substantial increases from northbound funds. \"Old White Horse\" has regained the attention of northbound funds. Compared with strong sectors such as photovoltaics and lithium batteries, traditional white horse stocks in consumption, finance and other sectors have obviously performed poorly recently. Among them, as of August 6,...</p><p><a href=\"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142649306","content_text":"作为当前A股市场的“最强风口”，光伏、锂电池等板块频频掀起涨停潮。相比之下，消费、金融等板块中的传统白马股则显得有些黯然失色。不过，最新数据显示，外资已经开始默默买入这些“老白马”。近两周，中国平安、伊利股份、泸州老窖、格力电器、五粮液等股票均获北向资金大幅加仓。\n“老白马”重获北向资金关注\n相较于光伏、锂电池等强势板块，消费、金融等板块中的传统白马股近段时间明显表现不佳。其中，截至8月6日，中国平安、贵州茅台和五粮液6月以来均跌逾20%，伊利股份下跌10.7%。\n\n不过，近两周以来，北向资金开始逐步对这些“老白马”进行增持。\n东方财富Choice数据显示，7月26日至8月6日期间，北向资金对67家公司的净买入金额超过3亿元。其中，东方雨虹和中国平安的净买入额分别为33.54亿元和26.11亿元；伊利股份、迈瑞医疗、隆基股份、三一重工、泸州老窖等公司的净买入金额均超过10亿元；格力电器、恒瑞医药、五粮液等公司的净买入金额超过8亿元。这些买入金额靠前的公司多为传统白马公司。\n\n数据来源：东方财富Choice（增减持金额 = 增减持数量 * 8月6日收盘价）\n霸菱中国股票投资经理姜征昊表示，在关注近期市场波动的同时，他仍坚持自下而上的投资流程，并视市场调整为有吸引力的切入点，买进具有结构性增长潜力和优质基本面的企业。\n“展望下半年，A股市场将以盘整为主，波动性持续增加。板块布局上，我持续看好消费、建材龙头以及中高端设备制造相关板块。消费板块估值合理，其长期的成长逻辑保持不变。随着疫苗覆盖率的提升和经济的全面恢复，人均可支配收入有望在今年大幅改善进而迎来消费回归。”富达国际中国区股票投资主管、基金经理周文群称。\n外资坚定投资中国市场\n多家外资机构认为，A股市场的短期波动并不会影响外资长期流入趋势。景顺在最新发布的《全球主权资产管理研究》中称，凭借极具吸引力的本土回报及多元化的投资机会，中国市场的吸引力在过去四年稳步提升。\n景顺表示，未来五年，40%的主权基金计划增加对中国资产配置。75%的主权基金受可观的投资回报所吸引而投资于中国资产，57%的主权基金则将中国视作实现投资组合多元化的重要渠道。与主权基金一样，各国央行也在继续增加对中国资产的配置，从而在美元资产基础上实现多元化配置。\n国信证券也在最新发布的研报中称，当前外资对A股配置比例依然处于明显的低配状态。从外资配置A股规模占全球股票型基金规模比重来看，截至2020年底，全球股票公募基金总规模是28.3万亿美元，外资配置A股市场资金为5225亿美元，占比仅为1.8%。此外，当前MSCI全球指数中A股权重仅为0.4%，占比同样较低。所以总体看，目前A股在外资的全球资产配置中依然是明显低配的，长期来看外资持续净流入依然大有空间。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806177917,"gmtCreate":1627645363439,"gmtModify":1703493981496,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"up up up","listText":"up up up","text":"up up up","images":[{"img":"https://static.tigerbbs.com/c89c9721609cec9ae9f78b519392a467","width":"1080","height":"2619"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806177917","isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809576423,"gmtCreate":1627383390162,"gmtModify":1703488822170,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MEDS\">$Trxade Group, Inc.(MEDS)$</a>&nbsp;5 today?&nbsp;","listText":"<a href=\"https://laohu8.com/S/MEDS\">$Trxade Group, Inc.(MEDS)$</a>&nbsp;5 today?&nbsp;","text":"$Trxade Group, Inc.(MEDS)$ 5 today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809576423","isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802298611,"gmtCreate":1627780984133,"gmtModify":1703495702486,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"up up&nbsp;","listText":"up up&nbsp;","text":"up up","images":[{"img":"https://static.tigerbbs.com/2f22c2e9e219060fb510993c2af66251","width":"1080","height":"2619"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802298611","isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":178503618,"gmtCreate":1626825964934,"gmtModify":1703765827143,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178503618","repostId":"2152969660","repostType":4,"repost":{"id":"2152969660","kind":"news","pubTimestamp":1626792380,"share":"https://ttm.financial/m/news/2152969660?lang=en_US&edition=fundamental","pubTime":"2021-07-20 22:46","market":"us","language":"zh","title":"UBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2152969660","media":"智通财经","summary":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息","content":"<p>That's despite the 10-year U.S. Treasury Bond yield falling below 1.2%. But<a href=\"https://laohu8.com/S/UBS\">UBS</a>Believes that investors should not sell cyclical stocks just yet.</p><p>Mark Haefele, chief investment officer at UBS, said that several factors are driving the recent decline in yields: \"1) High inflation rates may force the Fed to rate hike prematurely, thereby inhibiting future growth; 2) Concerns that the spread of the Delta variant of the virus may undermine the global economic recovery; 3) Concerns about policy changes and slowing growth momentum could undermine people's confidence in China.\"</p><p>But Haefele believes concerns about the Fed and the Delta variant of the virus are overdone. \"We don't think near-term inflation will force policymakers to tighten excessively, and the Fed's employment criteria are still missing.\" \"While the Delta variant of the virus may mean a more uneven global economic recovery, with some emerging market economies reopening at a slower pace than the U.S. and Europe, vaccines appear to be effective at reducing the healthcare burden, and we expect governments to increasingly focus on rising case numbers.\"</p><p>Haefele added that there is still room for growth in reflation trades thanks to strong consumer balance sheets and expected 40% earnings growth for S&P 500 companies in 2021.</p><p>UBS remains bullish on energy and financial stocks, as well as emerging market stocks.</p><p>While the market may have avoided a sharp sell-off, trading appeared to be volatile throughout the summer, according to DataTrek Research. The chart below indicates that volatility rose again in August and late August.</p><p><img src=\"https://static.tigerbbs.com/075790c08ed2570480c8120dc7c71fb0\" tg-width=\"1019\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">At the same time, the latest survey by Bank of America Securities shows that the bank's clients do not intend to abandon reflation trading. They bought sectors that were particularly hard hit by Monday's sell-off last week. Overall, the bank's clients sold net shares for the fourth consecutive week. The $2 billion net sale was the largest net sale in five weeks.</p><p>While interest rates continued to be subdued this week, the financial sector saw its largest inflow since March 2020. Clients of BofA Securities also bought industrials, energy and materials stocks. Money continues to pull out of growth and IT stocks at a record rate.</p><p>Bank of America Securities with Jill Carey</p><p>Strategists led by Hall wrote in a research note: \"Clients bought mid-cap stocks last week, with inflows into mid-cap stocks hitting a record (since 2008) and inflows into small-cap stocks hitting a record high since October 2020.\" \"Our clients continue to favor small cap stocks over large cap stocks.\"</p><p><img src=\"https://static.tigerbbs.com/afaaf4e79acbb67c13fb254bbf0c0092\" tg-width=\"734\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"Contrary to recent trends, clients are buying a single stock for the first time in more than two months and selling an ETF for the first time in nearly three months,\" Hall added.</p>","source":"stock_zhitongcaijing","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>UBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks</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\">\nUBS and Bank of America tell you: U.S. cyclical stocks still outperform growth stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-07-20 22:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>That's despite the 10-year U.S. Treasury Bond yield falling below 1.2%. But<a href=\"https://laohu8.com/S/UBS\">UBS</a>Believes that investors should not sell cyclical stocks just yet.</p><p>Mark Haefele, chief investment officer at UBS, said that several factors are driving the recent decline in yields: \"1) High inflation rates may force the Fed to rate hike prematurely, thereby inhibiting future growth; 2) Concerns that the spread of the Delta variant of the virus may undermine the global economic recovery; 3) Concerns about policy changes and slowing growth momentum could undermine people's confidence in China.\"</p><p>But Haefele believes concerns about the Fed and the Delta variant of the virus are overdone. \"We don't think near-term inflation will force policymakers to tighten excessively, and the Fed's employment criteria are still missing.\" \"While the Delta variant of the virus may mean a more uneven global economic recovery, with some emerging market economies reopening at a slower pace than the U.S. and Europe, vaccines appear to be effective at reducing the healthcare burden, and we expect governments to increasingly focus on rising case numbers.\"</p><p>Haefele added that there is still room for growth in reflation trades thanks to strong consumer balance sheets and expected 40% earnings growth for S&P 500 companies in 2021.</p><p>UBS remains bullish on energy and financial stocks, as well as emerging market stocks.</p><p>While the market may have avoided a sharp sell-off, trading appeared to be volatile throughout the summer, according to DataTrek Research. The chart below indicates that volatility rose again in August and late August.</p><p><img src=\"https://static.tigerbbs.com/075790c08ed2570480c8120dc7c71fb0\" tg-width=\"1019\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">At the same time, the latest survey by Bank of America Securities shows that the bank's clients do not intend to abandon reflation trading. They bought sectors that were particularly hard hit by Monday's sell-off last week. Overall, the bank's clients sold net shares for the fourth consecutive week. The $2 billion net sale was the largest net sale in five weeks.</p><p>While interest rates continued to be subdued this week, the financial sector saw its largest inflow since March 2020. Clients of BofA Securities also bought industrials, energy and materials stocks. Money continues to pull out of growth and IT stocks at a record rate.</p><p>Bank of America Securities with Jill Carey</p><p>Strategists led by Hall wrote in a research note: \"Clients bought mid-cap stocks last week, with inflows into mid-cap stocks hitting a record (since 2008) and inflows into small-cap stocks hitting a record high since October 2020.\" \"Our clients continue to favor small cap stocks over large cap stocks.\"</p><p><img src=\"https://static.tigerbbs.com/afaaf4e79acbb67c13fb254bbf0c0092\" tg-width=\"734\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"Contrary to recent trends, clients are buying a single stock for the first time in more than two months and selling an ETF for the first time in nearly three months,\" Hall added.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/517973.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"UBS":"瑞银"},"source_url":"http://www.zhitongcaijing.com/content/detail/517973.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152969660","content_text":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧有些过头了。“我们不认为近期通胀会迫使政策制定者过度紧缩，而美联储的就业标准仍未达到。”“尽管Delta变种病毒可能意味着全球经济复苏更加不均衡，一些新兴市场经济体重新开放的步伐比美国和欧洲要慢，但疫苗似乎在减轻医疗负担方面有效，我们预计各国政府将越来越多地关注不断上升的病例数字。”\nHaefele补充说，由于强劲的消费者资产负债表和标普500指数公司2021年预期40%收益增长，通货再膨胀交易仍有增长空间。\n瑞银目前仍然看好能源股和金融股，以及新兴市场股票。\n根据 DataTrek Research 的数据，虽然市场可能避免大幅抛售，但整个夏季的交易似乎都在波动。下图表明波动性在8月和8月下旬再次上升。\n同时美银证券的最新调查显示，该行的客户不打算放弃通货再膨胀交易，他们上周买入了在周一的抛售中受到特别沉重打击的板块。总体而言，该行的客户连续第四周净卖出股票。20亿美元的净卖出额是5周以来最大的净卖出额。\n尽管本周利率继续低迷，但金融板块出现了自2020年3月以来最大的资金流入。美银证券的客户还购买了工业股、能源股和材料股。资金继续以创纪录的速度撤出成长性和IT类股票。\n美银证券以Jill Carey \nHall为首的策略师在一份研究报告中写道:“客户买入上周中盘股，流入中盘股的资金创下纪录(自2008年以来)，流入小型股的资金创下2020年10月以来的最高纪录，卖出大型股的资金创下1月中旬以来的最高纪录。”“我们的客户继续青睐小型股，而非大型股。”\n\n霍尔补充称，“与近期趋势相反，客户在两个多月来首次买入单一股票，近三个月来首次卖出ETF。”","news_type":1,"symbols_score_info":{"UBS":0.9}},"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}