+Follow
画中寻
No personal profile
13
Follow
2
Followers
0
Topic
0
Badge
Posts
Hot
画中寻
2021-06-30
?
Opening: The three major indexes slightly open low, Chi-Med rose more than 13%
画中寻
2021-06-28
??
Growth VS value, this is the biggest difference in US stocks right now
画中寻
2021-06-23
??
Keep buying, buy, buy! Goldman Sachs: This year's retail stock trading boom has just begun
画中寻
2021-06-23
ok
U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4087558569528170","uuid":"4087558569528170","gmtCreate":1624456852728,"gmtModify":1625149894982,"name":"画中寻","pinyin":"hzxhuazhongxun","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":13,"tweetSize":33,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":151974764,"gmtCreate":1625062843958,"gmtModify":1703735228979,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558569528170","idStr":"4087558569528170"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151974764","repostId":"1128199615","repostType":4,"repost":{"id":"1128199615","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625059928,"share":"https://ttm.financial/m/news/1128199615?lang=en_US&edition=fundamental","pubTime":"2021-06-30 21:32","market":"us","language":"zh","title":"Opening: The three major indexes slightly open low, Chi-Med rose more than 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128199615","media":"老虎资讯综合","summary":"6月30日,美股三大指数微幅低开,道指跌0.11%,标普500跌0.09%,纳指跌0.1%。小鹏汽车跌2.7%,公司港股IPO发售价确定为每股165港元,7月7日开始交易。\nSofi(SOFI.O)涨","content":"<p>On June 30, the three major U.S. stock indexes fell slightly in open low. The Dow fell 0.11%, the S&P 500 fell 0.09%, and the Nasdaq fell 0.1%.<img src=\"https://static.tigerbbs.com/d2695a9342a87fdbcc4c4e038533972d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Falling 2.7%, the company's Hong Kong stock IPO price was determined to be HK $165 per share, and trading began on July 7.</p><p>SOFI (SOFI.O) rose more than 3%, and SOFI is still the number one stock on the WSB hot list.</p><p><a href=\"https://laohu8.com/S/00013\">Chi-Med</a>It rose 13.75%, and today its Hong Kong stock market rose sharply on the first day of listing.</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>Up 2.27%,<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Up 1.6% after EU approved AMD acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Of the transactions.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 1%, before<a href=\"https://laohu8.com/S/C\">Citigroup</a>enhance<a href=\"https://laohu8.com/S/NIO\">Nio</a>Car target price and sales expectations.</p><p>Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 1%.</p><p>Altimmune fell 30.64%. The company previously said that the intranasal vaccine candidate did not produce sufficient immune response.</p><p>Cloud enterprise marketing software Marin Software (MRIN.US) fell 23.99%. The company's cumulative increase in the past four days has exceeded 900%, and closed up more than 130% yesterday. On the news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/YGMZ\">Pearl Freight</a>Up 7.94%, the company announced that it has received a notification letter from the Nasdaq Listing Qualification Department, confirming that the company has re-complied with the regular reporting requirements stipulated in Nasdaq Listing Rules 5250 (c) (1). The financial report shows that the total revenue in 2020 will be US $18.8 million, a year-on-year decrease of 36.1%; Net profit was US $782,300, compared with US $1,642,800 in the same period last year.</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>Opening: The three major indexes slightly open low, Chi-Med rose more than 13%</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\">\nOpening: The three major indexes slightly open low, Chi-Med rose more than 13%\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\">2021-06-30 21:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 30, the three major U.S. stock indexes fell slightly in open low. The Dow fell 0.11%, the S&P 500 fell 0.09%, and the Nasdaq fell 0.1%.<img src=\"https://static.tigerbbs.com/d2695a9342a87fdbcc4c4e038533972d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Falling 2.7%, the company's Hong Kong stock IPO price was determined to be HK $165 per share, and trading began on July 7.</p><p>SOFI (SOFI.O) rose more than 3%, and SOFI is still the number one stock on the WSB hot list.</p><p><a href=\"https://laohu8.com/S/00013\">Chi-Med</a>It rose 13.75%, and today its Hong Kong stock market rose sharply on the first day of listing.</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>Up 2.27%,<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Up 1.6% after EU approved AMD acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Of the transactions.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 1%, before<a href=\"https://laohu8.com/S/C\">Citigroup</a>enhance<a href=\"https://laohu8.com/S/NIO\">Nio</a>Car target price and sales expectations.</p><p>Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 1%.</p><p>Altimmune fell 30.64%. The company previously said that the intranasal vaccine candidate did not produce sufficient immune response.</p><p>Cloud enterprise marketing software Marin Software (MRIN.US) fell 23.99%. The company's cumulative increase in the past four days has exceeded 900%, and closed up more than 130% yesterday. On the news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/YGMZ\">Pearl Freight</a>Up 7.94%, the company announced that it has received a notification letter from the Nasdaq Listing Qualification Department, confirming that the company has re-complied with the regular reporting requirements stipulated in Nasdaq Listing Rules 5250 (c) (1). The financial report shows that the total revenue in 2020 will be US $18.8 million, a year-on-year decrease of 36.1%; Net profit was US $782,300, compared with US $1,642,800 in the same period last year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"159938":"医药",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128199615","content_text":"6月30日,美股三大指数微幅低开,道指跌0.11%,标普500跌0.09%,纳指跌0.1%。小鹏汽车跌2.7%,公司港股IPO发售价确定为每股165港元,7月7日开始交易。\nSofi(SOFI.O)涨超3%,SOFI目前仍是WSB热榜上排名第一的股票。\n和黄医药涨13.75%,今日其港股上市首日大涨。\nAMD涨2.27%,赛灵思涨1.6%,此前欧盟批准AMD收购赛灵思的交易。\n蔚来涨逾1%,此前花旗提高蔚来汽车目标价及销售预期。\n中概股普跌,拼多多跌逾2%,阿里巴巴、哔哩哔哩跌1%。\nAltimmune跌30.64%,公司此前称鼻内候选疫苗没有产生足够的免疫反应。\n云企业营销软件Marin Software(MRIN.US)跌23.99%。该公司近四日累计涨幅超900%,昨日收涨逾130%。消息面上,公司宣布其旗舰平台MarinOne增加了管理Instacart广告的能力。\n明珠货运涨7.94%,公司宣布已收到纳斯达克上市资格部的通知函,确认公司已重新符合纳斯达克上市规则5250(c)(1)中规定的定期申报要求。财报显示,2020年总收入为1880万美元,同比减少36.1%;净利润为78.23万美元,上年同期为164.28万美元。","news_type":1,"symbols_score_info":{"159938":0.9,"09939":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150904531,"gmtCreate":1624879903323,"gmtModify":1703846862301,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558569528170","idStr":"4087558569528170"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150904531","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, this is the biggest difference in US stocks 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 wrestle between growth stocks and value stocks is unfolding. By the middle of the year, the uncertainty above the U.S. stock market is growing, which has also had a huge impact on the style of the U.S. stock market. A wrestling between growth stocks and value stocks is unfolding.</p><p>In terms of uncertainty, on the one hand, U.S. monetary and fiscal support is likely to decrease, which will weaken the dynamism of the current economic recovery and put pressure on corporate earnings growth. In addition, the U.S. government's plan to raise taxes is another potential disincentive factor.</p><p>On the other hand, the trend of inflation has become another major uncertainty affecting the trend of U.S. stocks. If the upward pressure on prices continues, the result is that rate hike expectations rise, and U.S. stocks may go through a bumpy road.</p><p>These uncertainties dominate the trend of growth and value stocks, and expected changes in inflation and monetary policy will determine the style of U.S. stocks in the second half of the year.</p><p>Wall Street News previously mentioned that since the beginning of this year, as U.S. bond yields have risen rapidly and U.S. stocks have rotated rapidly, the stock prices of technology giants that have enjoyed great success during the epidemic have fallen sharply, while cyclical stocks that are more sensitive to economic recovery have rebounded collectively.</p><p>However, recently, as inflation expectations have cooled and U.S. bond yields have declined, technology stocks have regained market favor, especially since the Federal Reserve hinted that rate hike will be earlier than expected, the gains in technology stocks have intensified.</p><p>Many analysts sided with technology stocks, believing that after a correction, the valuations of U.S. technology giants have begun to show attractiveness, which means that these technology leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande believes U.S. technology stocks are relatively cheap right now. According to data from Barclays, FANMAG currently has an average forward P/E of 29.9 x. That's only marginally higher than the roughly 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 market for value stocks is not over yet, and value stocks will outperform technology stocks:</p><p>We are still in the midst of a fundamental recovery, with improved economic growth and revenues. Our base 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 prefers value stocks. Andrew Slimmon, senior portfolio manager at the agency, said that when the economy is stronger, there is a tendency to hold inflation-sensitive stocks, and people may underestimate the duration of this cycle.</p><p>Slimmon pointed out that value stocks are still cheap relative to the broader market, and the phase of value stocks' overperformance 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, this is the biggest difference in US stocks 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, this is the biggest difference in US stocks 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 wrestle between growth stocks and value stocks is unfolding. By the middle of the year, the uncertainty above the U.S. stock market is growing, which has also had a huge impact on the style of the U.S. stock market. A wrestling between growth stocks and value stocks is unfolding.</p><p>In terms of uncertainty, on the one hand, U.S. monetary and fiscal support is likely to decrease, which will weaken the dynamism of the current economic recovery and put pressure on corporate earnings growth. In addition, the U.S. government's plan to raise taxes is another potential disincentive factor.</p><p>On the other hand, the trend of inflation has become another major uncertainty affecting the trend of U.S. stocks. If the upward pressure on prices continues, the result is that rate hike expectations rise, and U.S. stocks may go through a bumpy road.</p><p>These uncertainties dominate the trend of growth and value stocks, and expected changes in inflation and monetary policy will determine the style of U.S. stocks in the second half of the year.</p><p>Wall Street News previously mentioned that since the beginning of this year, as U.S. bond yields have risen rapidly and U.S. stocks have rotated rapidly, the stock prices of technology giants that have enjoyed great success during the epidemic have fallen sharply, while cyclical stocks that are more sensitive to economic recovery have rebounded collectively.</p><p>However, recently, as inflation expectations have cooled and U.S. bond yields have declined, technology stocks have regained market favor, especially since the Federal Reserve hinted that rate hike will be earlier than expected, the gains in technology stocks have intensified.</p><p>Many analysts sided with technology stocks, believing that after a correction, the valuations of U.S. technology giants have begun to show attractiveness, which means that these technology leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande believes U.S. technology stocks are relatively cheap right now. According to data from Barclays, FANMAG currently has an average forward P/E of 29.9 x. That's only marginally higher than the roughly 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 market for value stocks is not over yet, and value stocks will outperform technology stocks:</p><p>We are still in the midst of a fundamental recovery, with improved economic growth and revenues. Our base 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 prefers value stocks. Andrew Slimmon, senior portfolio manager at the agency, said that when the economy is stronger, there is a tendency to hold inflation-sensitive stocks, and people may underestimate the duration of this cycle.</p><p>Slimmon pointed out that value stocks are still cheap relative to the broader market, and the phase of value stocks' overperformance 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":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121831417,"gmtCreate":1624458207339,"gmtModify":1703837390554,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558569528170","idStr":"4087558569528170"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121831417","repostId":"1159703706","repostType":4,"repost":{"id":"1159703706","kind":"news","pubTimestamp":1624447167,"share":"https://ttm.financial/m/news/1159703706?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:19","market":"us","language":"zh","title":"Keep buying, buy, buy! Goldman Sachs: This year's retail stock trading boom has just begun","url":"https://stock-news.laohu8.com/highlight/detail?id=1159703706","media":"英为财情","summary":"2021年散户投资者的股票购买热潮才刚刚开始。","content":"<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Believes that the stock buying boom among retail investors in 2021 has just begun.</p><p>In a latest research note, Goldman Sachs equity strategist David Kostin raised his forecast for U.S. household net stock purchases in 2021 from $350 billion to $400 billion.</p><p>According to the data, in the first quarter alone, the average American household's net stock purchases reached $172 billion.</p><p>David Kostin predicted in the report that American households currently allocate 44% of their assets to stocks, which is only slightly lower than the historical high of 46% during the Internet bubble in 2000. This is also one of the signs that retail investors are enthusiastic about stocks.</p><p>He explained, \"A large cash surplus and the participation of retail investors in the stock market have boosted household demand for stocks. Due to the weak money market and credit yield, the trade-off between stocks and other asset classes faced by American households will benefit stocks before the end of the year. In addition, any sign of rising inflation will also benefit stocks, not bonds or cash.\"</p><p>At the beginning of this year, a group of retail investors mixed in the forum set off a stock trading craze. Driven by countless retail investors,<a href=\"https://laohu8.com/S/GME\">GameStop</a>、<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Companies and other stocks that have been silent for a long time have seen increases of dozens or even hundreds of times.</p>","source":"ywcq","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>Keep buying, buy, buy! Goldman Sachs: This year's retail stock trading boom has just begun</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\">\nKeep buying, buy, buy! Goldman Sachs: This year's retail stock trading boom has just begun\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-23 19:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Believes that the stock buying boom among retail investors in 2021 has just begun.</p><p>In a latest research note, Goldman Sachs equity strategist David Kostin raised his forecast for U.S. household net stock purchases in 2021 from $350 billion to $400 billion.</p><p>According to the data, in the first quarter alone, the average American household's net stock purchases reached $172 billion.</p><p>David Kostin predicted in the report that American households currently allocate 44% of their assets to stocks, which is only slightly lower than the historical high of 46% during the Internet bubble in 2000. This is also one of the signs that retail investors are enthusiastic about stocks.</p><p>He explained, \"A large cash surplus and the participation of retail investors in the stock market have boosted household demand for stocks. Due to the weak money market and credit yield, the trade-off between stocks and other asset classes faced by American households will benefit stocks before the end of the year. In addition, any sign of rising inflation will also benefit stocks, not bonds or cash.\"</p><p>At the beginning of this year, a group of retail investors mixed in the forum set off a stock trading craze. Driven by countless retail investors,<a href=\"https://laohu8.com/S/GME\">GameStop</a>、<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Companies and other stocks that have been silent for a long time have seen increases of dozens or even hundreds of times.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://cn.investing.com/news/stock-market-news/article-2027875\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GS":"高盛"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2027875","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159703706","content_text":"高盛认为,2021年散户投资者的股票购买热潮才刚刚开始。\n高盛股票策略师David Kostin在最新的一份研究报告中,将他对2021年美国家庭净股票购买量的预期从3500亿美元上调至4000亿美元。\n根据数据显示,仅仅第一季度,普通美国家庭的净股票购买量就达到了1720亿美元。\nDavid Kostin在报告中预计,目前美国家庭将44%的资产配置在股票上,只略低于2000年互联网泡沫时期46%的历史最高水平,这也是散户投资者狂热炒股的迹象之一。\n他解释道,“大量的现金盈余以及散户投资者参与到股市中,提振了家庭对于股票的需求。由于货币市场以及信贷收益率疲软,美国家庭面临的股票和其他资产类别之间的权衡在年底前都将有利于股票。此外,任何通胀持续上升的迹象也都将有利于股票,而不是债券或者现金。”\n今年年初,一群混迹于论坛的散户投资者们掀起了一场炒股热潮。在无数散户的推动下,游戏驿站、AMC院线公司等沉寂已久股票都出现了数十倍甚至百倍的涨幅。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121120114,"gmtCreate":1624457004238,"gmtModify":1703837298831,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558569528170","idStr":"4087558569528170"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121120114","repostId":"1146565871","repostType":4,"repost":{"id":"1146565871","kind":"news","pubTimestamp":1624455991,"share":"https://ttm.financial/m/news/1146565871?lang=en_US&edition=fundamental","pubTime":"2021-06-23 21:46","market":"us","language":"zh","title":"U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6,高于预期的61.5以及前值62.1。","content":"<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>","source":"highlight_wallstreetcn","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>U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations</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\">\nU.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-23 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3633694\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据,其中制造业PMI初值高于预期,创2007年有纪录以来新高,同期公布的服务业PMI初值不及预期,有所下滑,但仍处于历史高位。\n根据数据,美国6月Markit制造业PMI初值62.6,高于预期的61.5以及前值62.1,创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8,不及预期的70和5月前值70.4,不过仍处于较高水平。\n\n在服务业数据的影响之下,Markit美国综合PMI的6月初值录得63.9,较5月的68.7明显下降。\n\n对于本月的经济状况,IHS Markit在数据报告当中指出,就业问题在6月仍然很普遍,因为有专家表示,目前仍难以为现有职位空缺寻找有经验的应聘者。此外,6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓,但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长,而服务业的关注点则是为吸引工人而提出的的高工资,以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示,6月的PMI初值表明,美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落,但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制,而非经济出现降温。\n不过他也表示,虽然价格水平从5月的历史高位出现下滑,但经济目前仍然非常热。商品和服务的价格仍在急升,创纪录的供应短缺正在恶化而非出现改善,企业正在努力填补空缺,而制造业库存的消耗速度也令人担忧,因为企业正在努力满足市场需求。\n此外Chris Williamson还指出,虽然二季度的经济增速或将触及峰值,但后续的通胀峰值则可能远高于此。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":151974764,"gmtCreate":1625062843958,"gmtModify":1703735228979,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087558569528170","authorIdStr":"4087558569528170"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151974764","repostId":"1128199615","repostType":4,"repost":{"id":"1128199615","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625059928,"share":"https://ttm.financial/m/news/1128199615?lang=en_US&edition=fundamental","pubTime":"2021-06-30 21:32","market":"us","language":"zh","title":"Opening: The three major indexes slightly open low, Chi-Med rose more than 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128199615","media":"老虎资讯综合","summary":"6月30日,美股三大指数微幅低开,道指跌0.11%,标普500跌0.09%,纳指跌0.1%。小鹏汽车跌2.7%,公司港股IPO发售价确定为每股165港元,7月7日开始交易。\nSofi(SOFI.O)涨","content":"<p>On June 30, the three major U.S. stock indexes fell slightly in open low. The Dow fell 0.11%, the S&P 500 fell 0.09%, and the Nasdaq fell 0.1%.<img src=\"https://static.tigerbbs.com/d2695a9342a87fdbcc4c4e038533972d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Falling 2.7%, the company's Hong Kong stock IPO price was determined to be HK $165 per share, and trading began on July 7.</p><p>SOFI (SOFI.O) rose more than 3%, and SOFI is still the number one stock on the WSB hot list.</p><p><a href=\"https://laohu8.com/S/00013\">Chi-Med</a>It rose 13.75%, and today its Hong Kong stock market rose sharply on the first day of listing.</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>Up 2.27%,<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Up 1.6% after EU approved AMD acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Of the transactions.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 1%, before<a href=\"https://laohu8.com/S/C\">Citigroup</a>enhance<a href=\"https://laohu8.com/S/NIO\">Nio</a>Car target price and sales expectations.</p><p>Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 1%.</p><p>Altimmune fell 30.64%. The company previously said that the intranasal vaccine candidate did not produce sufficient immune response.</p><p>Cloud enterprise marketing software Marin Software (MRIN.US) fell 23.99%. The company's cumulative increase in the past four days has exceeded 900%, and closed up more than 130% yesterday. On the news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/YGMZ\">Pearl Freight</a>Up 7.94%, the company announced that it has received a notification letter from the Nasdaq Listing Qualification Department, confirming that the company has re-complied with the regular reporting requirements stipulated in Nasdaq Listing Rules 5250 (c) (1). The financial report shows that the total revenue in 2020 will be US $18.8 million, a year-on-year decrease of 36.1%; Net profit was US $782,300, compared with US $1,642,800 in the same period last year.</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>Opening: The three major indexes slightly open low, Chi-Med rose more than 13%</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\">\nOpening: The three major indexes slightly open low, Chi-Med rose more than 13%\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\">2021-06-30 21:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 30, the three major U.S. stock indexes fell slightly in open low. The Dow fell 0.11%, the S&P 500 fell 0.09%, and the Nasdaq fell 0.1%.<img src=\"https://static.tigerbbs.com/d2695a9342a87fdbcc4c4e038533972d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Falling 2.7%, the company's Hong Kong stock IPO price was determined to be HK $165 per share, and trading began on July 7.</p><p>SOFI (SOFI.O) rose more than 3%, and SOFI is still the number one stock on the WSB hot list.</p><p><a href=\"https://laohu8.com/S/00013\">Chi-Med</a>It rose 13.75%, and today its Hong Kong stock market rose sharply on the first day of listing.</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>Up 2.27%,<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Up 1.6% after EU approved AMD acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>Of the transactions.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Rose more than 1%, before<a href=\"https://laohu8.com/S/C\">Citigroup</a>enhance<a href=\"https://laohu8.com/S/NIO\">Nio</a>Car target price and sales expectations.</p><p>Chinese concept stocks generally fell,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 1%.</p><p>Altimmune fell 30.64%. The company previously said that the intranasal vaccine candidate did not produce sufficient immune response.</p><p>Cloud enterprise marketing software Marin Software (MRIN.US) fell 23.99%. The company's cumulative increase in the past four days has exceeded 900%, and closed up more than 130% yesterday. On the news, the company announced that its flagship platform MarinOne has added the ability to manage Instacart ads.</p><p><a href=\"https://laohu8.com/S/YGMZ\">Pearl Freight</a>Up 7.94%, the company announced that it has received a notification letter from the Nasdaq Listing Qualification Department, confirming that the company has re-complied with the regular reporting requirements stipulated in Nasdaq Listing Rules 5250 (c) (1). The financial report shows that the total revenue in 2020 will be US $18.8 million, a year-on-year decrease of 36.1%; Net profit was US $782,300, compared with US $1,642,800 in the same period last year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"159938":"医药",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128199615","content_text":"6月30日,美股三大指数微幅低开,道指跌0.11%,标普500跌0.09%,纳指跌0.1%。小鹏汽车跌2.7%,公司港股IPO发售价确定为每股165港元,7月7日开始交易。\nSofi(SOFI.O)涨超3%,SOFI目前仍是WSB热榜上排名第一的股票。\n和黄医药涨13.75%,今日其港股上市首日大涨。\nAMD涨2.27%,赛灵思涨1.6%,此前欧盟批准AMD收购赛灵思的交易。\n蔚来涨逾1%,此前花旗提高蔚来汽车目标价及销售预期。\n中概股普跌,拼多多跌逾2%,阿里巴巴、哔哩哔哩跌1%。\nAltimmune跌30.64%,公司此前称鼻内候选疫苗没有产生足够的免疫反应。\n云企业营销软件Marin Software(MRIN.US)跌23.99%。该公司近四日累计涨幅超900%,昨日收涨逾130%。消息面上,公司宣布其旗舰平台MarinOne增加了管理Instacart广告的能力。\n明珠货运涨7.94%,公司宣布已收到纳斯达克上市资格部的通知函,确认公司已重新符合纳斯达克上市规则5250(c)(1)中规定的定期申报要求。财报显示,2020年总收入为1880万美元,同比减少36.1%;净利润为78.23万美元,上年同期为164.28万美元。","news_type":1,"symbols_score_info":{"159938":0.9,"09939":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150904531,"gmtCreate":1624879903323,"gmtModify":1703846862301,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087558569528170","authorIdStr":"4087558569528170"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150904531","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, this is the biggest difference in US stocks 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 wrestle between growth stocks and value stocks is unfolding. By the middle of the year, the uncertainty above the U.S. stock market is growing, which has also had a huge impact on the style of the U.S. stock market. A wrestling between growth stocks and value stocks is unfolding.</p><p>In terms of uncertainty, on the one hand, U.S. monetary and fiscal support is likely to decrease, which will weaken the dynamism of the current economic recovery and put pressure on corporate earnings growth. In addition, the U.S. government's plan to raise taxes is another potential disincentive factor.</p><p>On the other hand, the trend of inflation has become another major uncertainty affecting the trend of U.S. stocks. If the upward pressure on prices continues, the result is that rate hike expectations rise, and U.S. stocks may go through a bumpy road.</p><p>These uncertainties dominate the trend of growth and value stocks, and expected changes in inflation and monetary policy will determine the style of U.S. stocks in the second half of the year.</p><p>Wall Street News previously mentioned that since the beginning of this year, as U.S. bond yields have risen rapidly and U.S. stocks have rotated rapidly, the stock prices of technology giants that have enjoyed great success during the epidemic have fallen sharply, while cyclical stocks that are more sensitive to economic recovery have rebounded collectively.</p><p>However, recently, as inflation expectations have cooled and U.S. bond yields have declined, technology stocks have regained market favor, especially since the Federal Reserve hinted that rate hike will be earlier than expected, the gains in technology stocks have intensified.</p><p>Many analysts sided with technology stocks, believing that after a correction, the valuations of U.S. technology giants have begun to show attractiveness, which means that these technology leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande believes U.S. technology stocks are relatively cheap right now. According to data from Barclays, FANMAG currently has an average forward P/E of 29.9 x. That's only marginally higher than the roughly 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 market for value stocks is not over yet, and value stocks will outperform technology stocks:</p><p>We are still in the midst of a fundamental recovery, with improved economic growth and revenues. Our base 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 prefers value stocks. Andrew Slimmon, senior portfolio manager at the agency, said that when the economy is stronger, there is a tendency to hold inflation-sensitive stocks, and people may underestimate the duration of this cycle.</p><p>Slimmon pointed out that value stocks are still cheap relative to the broader market, and the phase of value stocks' overperformance 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, this is the biggest difference in US stocks 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, this is the biggest difference in US stocks 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 wrestle between growth stocks and value stocks is unfolding. By the middle of the year, the uncertainty above the U.S. stock market is growing, which has also had a huge impact on the style of the U.S. stock market. A wrestling between growth stocks and value stocks is unfolding.</p><p>In terms of uncertainty, on the one hand, U.S. monetary and fiscal support is likely to decrease, which will weaken the dynamism of the current economic recovery and put pressure on corporate earnings growth. In addition, the U.S. government's plan to raise taxes is another potential disincentive factor.</p><p>On the other hand, the trend of inflation has become another major uncertainty affecting the trend of U.S. stocks. If the upward pressure on prices continues, the result is that rate hike expectations rise, and U.S. stocks may go through a bumpy road.</p><p>These uncertainties dominate the trend of growth and value stocks, and expected changes in inflation and monetary policy will determine the style of U.S. stocks in the second half of the year.</p><p>Wall Street News previously mentioned that since the beginning of this year, as U.S. bond yields have risen rapidly and U.S. stocks have rotated rapidly, the stock prices of technology giants that have enjoyed great success during the epidemic have fallen sharply, while cyclical stocks that are more sensitive to economic recovery have rebounded collectively.</p><p>However, recently, as inflation expectations have cooled and U.S. bond yields have declined, technology stocks have regained market favor, especially since the Federal Reserve hinted that rate hike will be earlier than expected, the gains in technology stocks have intensified.</p><p>Many analysts sided with technology stocks, believing that after a correction, the valuations of U.S. technology giants have begun to show attractiveness, which means that these technology leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande believes U.S. technology stocks are relatively cheap right now. According to data from Barclays, FANMAG currently has an average forward P/E of 29.9 x. That's only marginally higher than the roughly 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 market for value stocks is not over yet, and value stocks will outperform technology stocks:</p><p>We are still in the midst of a fundamental recovery, with improved economic growth and revenues. Our base 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 prefers value stocks. Andrew Slimmon, senior portfolio manager at the agency, said that when the economy is stronger, there is a tendency to hold inflation-sensitive stocks, and people may underestimate the duration of this cycle.</p><p>Slimmon pointed out that value stocks are still cheap relative to the broader market, and the phase of value stocks' overperformance 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":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121831417,"gmtCreate":1624458207339,"gmtModify":1703837390554,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087558569528170","authorIdStr":"4087558569528170"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121831417","repostId":"1159703706","repostType":4,"repost":{"id":"1159703706","kind":"news","pubTimestamp":1624447167,"share":"https://ttm.financial/m/news/1159703706?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:19","market":"us","language":"zh","title":"Keep buying, buy, buy! Goldman Sachs: This year's retail stock trading boom has just begun","url":"https://stock-news.laohu8.com/highlight/detail?id=1159703706","media":"英为财情","summary":"2021年散户投资者的股票购买热潮才刚刚开始。","content":"<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Believes that the stock buying boom among retail investors in 2021 has just begun.</p><p>In a latest research note, Goldman Sachs equity strategist David Kostin raised his forecast for U.S. household net stock purchases in 2021 from $350 billion to $400 billion.</p><p>According to the data, in the first quarter alone, the average American household's net stock purchases reached $172 billion.</p><p>David Kostin predicted in the report that American households currently allocate 44% of their assets to stocks, which is only slightly lower than the historical high of 46% during the Internet bubble in 2000. This is also one of the signs that retail investors are enthusiastic about stocks.</p><p>He explained, \"A large cash surplus and the participation of retail investors in the stock market have boosted household demand for stocks. Due to the weak money market and credit yield, the trade-off between stocks and other asset classes faced by American households will benefit stocks before the end of the year. In addition, any sign of rising inflation will also benefit stocks, not bonds or cash.\"</p><p>At the beginning of this year, a group of retail investors mixed in the forum set off a stock trading craze. Driven by countless retail investors,<a href=\"https://laohu8.com/S/GME\">GameStop</a>、<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Companies and other stocks that have been silent for a long time have seen increases of dozens or even hundreds of times.</p>","source":"ywcq","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>Keep buying, buy, buy! Goldman Sachs: This year's retail stock trading boom has just begun</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\">\nKeep buying, buy, buy! Goldman Sachs: This year's retail stock trading boom has just begun\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-23 19:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Believes that the stock buying boom among retail investors in 2021 has just begun.</p><p>In a latest research note, Goldman Sachs equity strategist David Kostin raised his forecast for U.S. household net stock purchases in 2021 from $350 billion to $400 billion.</p><p>According to the data, in the first quarter alone, the average American household's net stock purchases reached $172 billion.</p><p>David Kostin predicted in the report that American households currently allocate 44% of their assets to stocks, which is only slightly lower than the historical high of 46% during the Internet bubble in 2000. This is also one of the signs that retail investors are enthusiastic about stocks.</p><p>He explained, \"A large cash surplus and the participation of retail investors in the stock market have boosted household demand for stocks. Due to the weak money market and credit yield, the trade-off between stocks and other asset classes faced by American households will benefit stocks before the end of the year. In addition, any sign of rising inflation will also benefit stocks, not bonds or cash.\"</p><p>At the beginning of this year, a group of retail investors mixed in the forum set off a stock trading craze. Driven by countless retail investors,<a href=\"https://laohu8.com/S/GME\">GameStop</a>、<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Companies and other stocks that have been silent for a long time have seen increases of dozens or even hundreds of times.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://cn.investing.com/news/stock-market-news/article-2027875\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GS":"高盛"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2027875","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159703706","content_text":"高盛认为,2021年散户投资者的股票购买热潮才刚刚开始。\n高盛股票策略师David Kostin在最新的一份研究报告中,将他对2021年美国家庭净股票购买量的预期从3500亿美元上调至4000亿美元。\n根据数据显示,仅仅第一季度,普通美国家庭的净股票购买量就达到了1720亿美元。\nDavid Kostin在报告中预计,目前美国家庭将44%的资产配置在股票上,只略低于2000年互联网泡沫时期46%的历史最高水平,这也是散户投资者狂热炒股的迹象之一。\n他解释道,“大量的现金盈余以及散户投资者参与到股市中,提振了家庭对于股票的需求。由于货币市场以及信贷收益率疲软,美国家庭面临的股票和其他资产类别之间的权衡在年底前都将有利于股票。此外,任何通胀持续上升的迹象也都将有利于股票,而不是债券或者现金。”\n今年年初,一群混迹于论坛的散户投资者们掀起了一场炒股热潮。在无数散户的推动下,游戏驿站、AMC院线公司等沉寂已久股票都出现了数十倍甚至百倍的涨幅。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121120114,"gmtCreate":1624457004238,"gmtModify":1703837298831,"author":{"id":"4087558569528170","authorId":"4087558569528170","name":"画中寻","avatar":"https://static.tigerbbs.com/cf6c9d257d549db14ffc919f5e70e0e8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087558569528170","authorIdStr":"4087558569528170"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121120114","repostId":"1146565871","repostType":4,"repost":{"id":"1146565871","kind":"news","pubTimestamp":1624455991,"share":"https://ttm.financial/m/news/1146565871?lang=en_US&edition=fundamental","pubTime":"2021-06-23 21:46","market":"us","language":"zh","title":"U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6,高于预期的61.5以及前值62.1。","content":"<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>","source":"highlight_wallstreetcn","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>U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations</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\">\nU.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-23 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3633694\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据,其中制造业PMI初值高于预期,创2007年有纪录以来新高,同期公布的服务业PMI初值不及预期,有所下滑,但仍处于历史高位。\n根据数据,美国6月Markit制造业PMI初值62.6,高于预期的61.5以及前值62.1,创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8,不及预期的70和5月前值70.4,不过仍处于较高水平。\n\n在服务业数据的影响之下,Markit美国综合PMI的6月初值录得63.9,较5月的68.7明显下降。\n\n对于本月的经济状况,IHS Markit在数据报告当中指出,就业问题在6月仍然很普遍,因为有专家表示,目前仍难以为现有职位空缺寻找有经验的应聘者。此外,6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓,但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长,而服务业的关注点则是为吸引工人而提出的的高工资,以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示,6月的PMI初值表明,美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落,但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制,而非经济出现降温。\n不过他也表示,虽然价格水平从5月的历史高位出现下滑,但经济目前仍然非常热。商品和服务的价格仍在急升,创纪录的供应短缺正在恶化而非出现改善,企业正在努力填补空缺,而制造业库存的消耗速度也令人担忧,因为企业正在努力满足市场需求。\n此外Chris Williamson还指出,虽然二季度的经济增速或将触及峰值,但后续的通胀峰值则可能远高于此。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}