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                疫苗上市臨近,摩根大通公布了25只“做空”股票

                疫苗上市臨近,摩根大通公布了25只“做空”股票

                Lee Clifford 2020年11月11日
                疫苗幫助消費者和企業的活動正常化,但也影響了一些疫情受∞益股的利潤增長。

                新冠疫苗對所有人來說都是好消息。但對於某些股票而言卻意味著一輪上漲¤行情即將結束。

                10月下旬,摩根大通(J.P. Morgan)的分析師列出了可能因為疫苗上市而出現下@跌的25只股票。11月9日,輝瑞(Pfizer)與BioNTech宣布其合作開發的一款候選疫苗在臨床試驗中的♂有效性達到90%。因此,摩根大通的榜單似乎恰逢其時。

                摩根大通的分①析師寫道:“隨著疫苗上市日益▓臨近,我們推出了‘新冠疫苗戰術性做空候選股主要票’。這些股票在動量指◣數中均排名靠前並且交易火爆,但隨著消費者和企業的活動正常化,其利潤∴增長的二階導數會轉為下降。”

                11月9日,分析師的一些預①測已經成真,例如Zoom和Peloton等公司的股價在收盤時分別下跌了17%和20%。摩根大√通的榜單中還包括在線教育提供商K12、草坪護理化學品制造后代商ScottsMiracle-Gro以及Wayfair、Overstock和開市客(Costco)等因為人們囤積物資和居家隔離而受益的零售⌒ 商。

                另外,由於投資者希望疫苗意味著封鎖解除,因此在11月9日,油價上漲,汽車你制造業、航空業和遊艇運營商等行業的股價均出現▼上漲。正如《財富》雜誌的凱瑟琳·鄧恩曾∏經寫道:“這種上漲的行情可能來的過早,但位於奧斯『陸的Rystad Energy公ω 司的石油市場負責人比約爾納·通豪根說:‘在交易◤商眼中,疫苗能夠確保未來不需要封鎖,會讓人們重新回到街上,這會帶來公路和航空運輸人都會很友好的復蘇ぷ。’”

                以下是摩根大通的新冠疫苗戰術性做空候選股票完】整名單:

                ScottsMiracle-Gro

                Peloton Interactive

                YETI Holdings

                Vista Outdoor

                Chipotle Mexican Grill

                Chegg

                K12

                Wayfair

                Grubhub

                Fiverr International

                Stamps.com

                Overstock.com

                Big Lots

                開市客公司①

                波士頓啤應該是屬于誰掌控酒(Boston Beer)

                高樂氏(Clorox)

                Central Garden & Pet

                American Well

                Moderna

                諾瓦瓦克斯醫藥(Novavax)

                Zoom視頻通◤訊公司(Zoom Video Communications)

                羅技國際公司(Logitech International)

                Bandwidth公司(Bandwidth Inc.)A類股

                Equinix

                數字房地產信托(Digital Realty Trust)

                摩根大█通的分析師警告:“這些股票應◣該被視為針對市場催化劑事件表達我們就對付二供奉觀點的戰術機會,而不是對這些公司的基本面調ㄨ整。”

                事實上,美國的新ξ 冠疫情依舊形勢嚴峻,而且唐卐納德·特朗普尚未承金色珠子之中認敗選,因此現在做空波士頓啤酒這類股票似乎仍◆然為時尚早。(財富中文網)

                翻譯:劉進龍

                審校:汪皓

                新冠疫苗對所有人來說都是好消息。但對於某些股票而言卻意味著一輪上漲行情即將結束。

                10月下旬,摩根大通(J.P. Morgan)的分析師列出了可能因為疫苗上市而出現下跌的25只股票。11月9日,輝瑞(Pfizer)與BioNTech宣布其合作開發的一款候選疫苗在臨床試驗中的有效性達到90%。因此,摩根大通的榜單似乎恰逢其時。

                摩根大通低聲一喝的分析師寫道:“隨著疫苗上市日益臨∩近,我們推出了‘新冠疫苗戰術性做空候選股票’。這些股票在動量指數中均排名靠前並且交易火爆,但隨著消費者和企業的活動正常化,其利潤增長的二階導數會轉為下降。”

                11月9日,分析師的一些預測已經成真,例如Zoom和Peloton等公司的股價在收盤時分別下跌了17%和20%。摩根大→通的榜單中還包括在線教育提供商K12、草坪護理化學品制造商ScottsMiracle-Gro以及Wayfair、Overstock和開市客(Costco)等因為人們囤積物資和居家隔離而受⊙益的零售商。

                另外,由於投資者希望疫苗意味著封鎖解除,因此在11月9日,油價上漲,汽車制造業、航空業和遊艇運營商等行業的股價均♂出現上漲。正如《財富》雜誌的凱瑟琳·鄧恩曾經寫道:“這種上漲的行情可能來的過早,但位於奧斯陸的Rystad Energy公司的石油市場負責人比約爾納·通豪根說:‘在交易商眼中,疫苗能夠確保未來不需要封鎖,會讓人們重新回到街上,這會帶來公路和航空運輸的復蘇。’”

                以下是摩根大通的新冠疫苗戰術性做空澹臺家主候選股票完整名單:

                ScottsMiracle-Gro

                Peloton Interactive

                YETI Holdings

                Vista Outdoor

                Chipotle Mexican Grill

                Chegg

                K12

                Wayfair

                Grubhub

                Fiverr International

                Stamps.com

                Overstock.com

                Big Lots

                開市客公司

                波士頓啤酒(Boston Beer)

                高樂氏(Clorox)

                Central Garden & Pet

                American Well

                Moderna

                諾瓦瓦克斯醫藥(Novavax)

                Zoom視頻通訊☉公司(Zoom Video Communications)

                羅技國際公司(Logitech International)

                Bandwidth公司(Bandwidth Inc.)A類股

                Equinix

                數字房地產信托(Digital Realty Trust)

                摩根大通的分析師警告:“這些股票應該被視為針對市場催化劑事件表達觀點的戰術機會,而不是對這些公司的基本面調整。”

                事實上,美國的新冠疫情依舊形勢嚴峻,而且唐№納德·特朗普尚未承認敗選,因此現在做空波士頓啤酒這類股票似乎仍然為時尚早這個道理。(財富中文網)

                翻譯:劉進龍

                審校:汪皓

                A vaccine for COVID is great news for the world’s population. But it may mean the end of a good run for certain stocks.

                In late October, J.P. Morgan analysts compiled a list of 25 stocks that could respond negatively to the introduction of a vaccine. Given November 9’s news that a candidate from Pfizer/BioNTech prevented 90% of infections in trials, that list appears to be newly relevant.

                “As we are getting closer to a vaccine, we are introducing COVID-19 Vaccine Tactical Short Candidates,” the J.P. Morgan analysts wrote. “This is a list of stocks that are in the upper echelon of Momentum and have crowded positioning, that could see the second derivative of their profit growth decrease as consumer/corporate activity normalizes.”

                Already on November 9 several of their predictions appeared to be playing out, with names like Zoom down 17% and Peloton down 20% as of the close. The list also included online education provider K12, lawn care chemical maker ScottsMiracle-Gro, and retailers such as Wayfair, Overstock, and Costco that have benefited from people stocking up and staying home.

                Meanwhile oil prices surged November 9, as did sectors such as carmakers, airlines, and cruise operators, on hopes that a vaccine would mean an end to lockdowns. As Fortune’s Katherine Dunn wrote: “Such a surge may be completely premature, but ‘in the eyes of traders, a vaccine will help ensure no future lockdowns are needed and will bring people back to the streets, allowing road and air transport to recover,’ said Bjornar Tonhaugen, head of oil markets at Rystad Energy in Oslo.”

                Here is J.P. Morgan’s full list of COVID-19 Vaccine Tactical Short Candidates:

                ScottsMiracle-Gro

                ScottsMiracle-Gro

                Peloton Interactive

                Peloton Interactive

                YETI Holdings

                YETI Holdings

                Vista Outdoor

                Vista Outdoor

                Chipotle Mexican Grill

                Chipotle Mexican Grill

                Chegg

                Chegg

                K12

                K12

                Wayfair

                Wayfair

                Grubhub

                Grubhub

                Fiverr International

                Fiverr International

                Stamps.com

                Stamps.com

                Overstock.com

                Overstock.com

                Big Lots

                Big Lots

                Costco Wholesale

                Boston Beer

                Clorox

                Central Garden & Pet

                Central Garden & Pet

                American Well

                American Well

                Moderna

                Moderna

                Novavax

                Zoom Video Communications

                Logitech International

                Bandwidth Inc. Class A

                Equinix

                Equinix

                Digital Realty Trust

                To be sure, the J.P. Morgan analysts cautioned that “these screens should be viewed as tactical opportunity to express a view on the catalyst rather than a fundamental call on these companies.”

                And indeed, with a pandemic still raging and Donald Trump not yet having conceded the presidential race, it might be a bit premature to short stocks like Boston Beer…just yet.

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