{"id":381587,"date":"2021-05-08T01:00:54","date_gmt":"2021-05-08T08:00:54","guid":{"rendered":"https:\/\/nai500.com\/?p=381587"},"modified":"2021-05-08T01:23:15","modified_gmt":"2021-05-08T08:23:15","slug":"2021-%e5%b9%b4-5-%e6%9c%88%e6%94%b6%e7%9b%8a%e5%a2%9e%e5%b9%85%e6%9c%80%e9%ab%98%e7%9a%84%e9%87%91%e8%9e%8d%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2021\/05\/2021-%e5%b9%b4-5-%e6%9c%88%e6%94%b6%e7%9b%8a%e5%a2%9e%e5%b9%85%e6%9c%80%e9%ab%98%e7%9a%84%e9%87%91%e8%9e%8d%e8%82%a1\/","title":{"rendered":"\u7cbe\u9009\uff012021\u5e745\u6708\u6536\u76ca\u589e\u5e45\u6700\u9ad8\u7684\u91d1\u878d\u80a1"},"content":{"rendered":"

\u91d1\u878d\u4e1a\u7531\u4e3a\u4e2a\u4eba\u548c\u516c\u53f8\u63d0\u4f9b\u670d\u52a1\u7684\u516c\u53f8\u7ec4\u6210\uff0c\u5305\u62ec\u8d37\u6b3e\u3001\u50a8\u84c4\u3001\u4fdd\u9669\u3001\u652f\u4ed8\u670d\u52a1\u548c\u8d44\u91d1\u7ba1\u7406\u3002\u91d1\u878d\u884c\u4e1a\u7684\u80a1\u7968\u5305\u62ec\u6d89\u53ca\u96f6\u552e\u548c\u5546\u4e1a\u94f6\u884c\u3001\u4f1a\u8ba1\u3001\u4fdd\u9669\u3001\u8d44\u4ea7\u7ba1\u7406\u3001\u4fe1\u7528\u5361\u548c\u7ecf\u7eaa\u7684\u5404\u79cd\u516c\u53f8\u3002\u8be5\u884c\u4e1a\u7684\u77e5\u540d\u516c\u53f8\u5305\u62ecWells Fargo Co. (WFC<\/a>)\u3001\u9ad8\u76db\u96c6\u56e2(Goldman Sachs Group Inc. (GS<\/a>)\u548c\u6469\u6839\u58eb\u4e39\u5229(MS<\/a>)\u3002<\/p>\n

\u4ee5\u91d1\u878d\u7cbe\u9009\u884c\u4e1aSPDR ETF\uff08XLF\uff09\u4e3a\u4ee3\u8868\u7684\u91d1\u878d\u80a1\u8868\u73b0\u4f18\u4e8e\u5927\u76d8\uff0c\u5176\u603b\u56de\u62a5\u7387\u4e3a66.7%\u3002\u5728\u8fc7\u53bb\u768412\u4e2a\u6708\u91cc\uff0ciShares Russell 1000 ETF\uff08IWB\uff09\u7684\u603b\u56de\u62a5\u7387\u4e3a57.6%\u3002\u8fd9\u4e9b\u4e1a\u7ee9\u6570\u5b57\u548c\u4ee5\u4e0b\u8868\u683c\u4e2d\u7684\u6240\u6709\u7edf\u8ba1\u6570\u636e\u622a\u81f32021\u5e744\u670822\u65e5\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u4ef7\u503c\u6700\u9ad8\u3001\u589e\u957f\u6700\u5feb\u3001\u52bf\u5934\u6700\u731b\u7684\u524d3\u53ea\u91d1\u878d\u80a1\u3002<\/p>\n

\u6700\u5177\u4ef7\u503c\u7684\u91d1\u878d\u80a1\u7968<\/h2>\n

\u8fd9\u4e9b\u662f\u5177\u6709\u6700\u4f4e\u768412\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\uff08P\/E\uff09\u7684\u91d1\u878d\u80a1\u7968\u3002\u56e0\u4e3a\u5229\u6da6\u53ef\u4ee5\u901a\u8fc7\u5206\u7ea2\u548c\u56de\u8d2d\u7684\u5f62\u5f0f\u8fd4\u8fd8\u7ed9\u80a1\u4e1c\uff0c\u4f4e\u7684\u5e02\u76c8\u7387\u8868\u660e\u4f60\u4e3a\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6da6\u652f\u4ed8\u7684\u8d39\u7528\u8f83\u5c11\u3002\u3002<\/p>\n\n\n\n\n\n\n\n\n
\u6700\u4f73\u4ef7\u503c\u91d1\u878d\u80a1\u7968<\/strong><\/td>\n<\/tr>\n<\/thead>\n
 <\/td>\n\u4ef7\u683c($)<\/td>\n\u5e02\u503c($B)<\/td>\n12\u4e2a\u6708\u7684\u8ffd\u8e2a\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
White Mountains Insurance Group Ltd.\u00a0 ( wtm)<\/td>\n1202.03<\/td>\n3.7<\/td>\n5.2<\/td>\n<\/tr>\n
Virtu Financial Inc. ( virt)<\/td>\n31.28<\/td>\n6.0<\/td>\n6.0<\/td>\n<\/tr>\n
Rocket Companies Inc.\u00a0 ( rkt)<\/td>\n21.90<\/td>\n43.5<\/td>\n6.5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u8d44\u6599\u6765\u6e90\uff1a<\/em>YCharts<\/em><\/p>\n

White Mountains Insurance Group Ltd.\u00a0<\/strong>\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\uff0c\u65d7\u4e0b\u5b50\u516c\u53f8\u63d0\u4f9b\u4fdd\u9669\u670d\u52a1\uff0c\u63d0\u4f9b\u8d22\u4ea7\u548c\u610f\u5916\u4fdd\u9669\u4ee5\u53ca\u518d\u4fdd\u9669\u4ea7\u54c1\u30022021\u5e742\u67085\u65e5\uff0c\u8be5\u516c\u53f8\u516c\u5e03\u4e862020\u5e74\u7b2c\u56db\u8d22\u5b63\u7684\u8d22\u52a1\u4e1a\u7ee9\uff0c\u5f52\u5c5e\u4e8e\u666e\u901a\u80a1\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e3a4.892\u4ebf\u7f8e\u5143\uff0c\u800c2019\u5e74\u7b2c\u56db\u8d22\u5b63\u4e3a6090\u4e07\u7f8e\u5143\u3002\u8fd9\u4e00\u589e\u957f\u4e3b\u8981\u662f\u7531\u4e8e\u5176\u5728MediaAlpha\u7684\u6743\u76ca\u5e26\u6765\u4e863.91\u4ebf\u7f8e\u5143\u7684\u6295\u8d44\u6536\u76ca\uff0c\u8be5\u516c\u53f8\u57282020\u5e7410\u6708\u5b8c\u6210\u4e86IPO\u3002<\/p>\n

Virtu Financial Inc.<\/strong>\u662f\u4e00\u5bb6\u91d1\u878d\u670d\u52a1\u516c\u53f8\uff0c\u4e3a\u5168\u7403\u91d1\u878d\u5e02\u573a\u63d0\u4f9b\u6d41\u52a8\u8d44\u91d1\u3002\u8be5\u516c\u53f8\u7ecf\u8425\u7740\u4e00\u4e2a\u591a\u8d44\u4ea7\u3001\u591a\u8d27\u5e01\u7684\u6280\u672f\u5e73\u53f0\uff0c\u4e3b\u8981\u4ece\u4ea4\u6613\u4e2d\u7684\u5c0f\u989d\u4e70\u5356\u4ef7\u5dee\u4e2d\u8d5a\u94b1\u3002\u5e02\u573a\u6ce2\u52a8\u5bf9Virtu\u6765\u8bf4\u662f\u597d\u4e8b\uff0c\u56e0\u4e3a\u5b83\u4fc3\u8fdb\u4e86\u4ea4\u6613\u548c\u5bf9\u6d41\u52a8\u6027\u7684\u9700\u6c42\u3002<\/p>\n

Rocket Companies Inc: <\/strong>Rocket\u7684\u76ee\u6807\u662f\u8ba9\u4eba\u4eec\u8d70\u4e0a\u8d22\u4ea7\u9636\u68af\uff0c\u5b9e\u73b0\u8d22\u52a1\u81ea\u7531\u3002\u8be5\u516c\u53f8\u5e2e\u52a9\u5ba2\u6237\u83b7\u5f97\u62b5\u62bc\u8d37\u6b3e\u3001\u4e2a\u4eba\u548c\u6c7d\u8f66\u8d37\u6b3e\uff0c\u4ee5\u53ca\u5176\u4ed6\u4e2a\u4eba\u91d1\u878d\u670d\u52a1\u3002\u5176\u65d7\u8230\u4e1a\u52a1\u662fRocket Mortgage\uff0c\u8fd9\u662f\u4e00\u4e2a\u5728\u7ebf\u62b5\u62bc\u8d37\u6b3e\u7533\u8bf7\u5de5\u5177\u3002<\/p>\n

\u589e\u957f\u6700\u5feb\u7684\u91d1\u878d\u80a1<\/h2>\n

\u8fd9\u4e9b\u662f\u6839\u636e\u589e\u957f\u6a21\u578b\u6392\u540d\u7684\u9876\u7ea7\u91d1\u878d\u80a1\u7968\uff0c\u8be5\u6a21\u578b\u6839\u636e\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u8d22\u5b63\u7684\u540c\u6bd4\u767e\u5206\u6bd4\u6536\u5165\u589e\u957f\u548c\u6700\u8fd1\u4e00\u4e2a\u8d22\u5b63\u7684\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u957f\uff0c\u4ee550\/50\u7684\u6bd4\u91cd\u8fdb\u884c\u8bc4\u5206\u3002\u9500\u552e\u548c\u6536\u76ca\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u5173\u952e\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u4e2a\u589e\u957f\u6307\u6807\u5bf9\u516c\u53f8\u8fdb\u884c\u6392\u540d\uff0c\u5bb9\u6613\u53d7\u5230\u8be5\u8d22\u5b63\u7684\u4f1a\u8ba1\u5f02\u5e38\u60c5\u51b5\uff08\u5982\u7a0e\u6cd5\u53d8\u5316\u6216\u91cd\u7ec4\u6210\u672c\uff09\u7684\u5f71\u54cd\uff0c\u53ef\u80fd\u4f7f\u5176\u4e2d\u4e00\u4e2a\u6570\u5b57\u4e0d\u80fd\u4ee3\u8868\u6574\u4e2a\u4f01\u4e1a\u7684\u60c5\u51b5\u3002\u8d22\u5b63EPS\u6216\u6536\u5165\u589e\u957f\u8d85\u8fc72500%\u7684\u516c\u53f8\u88ab\u4f5c\u4e3a\u5f02\u5e38\u503c\u6392\u9664\u3002<\/p>\n\n\n\n\n\n\n\n\n
\u6210\u957f\u6700\u5feb\u7684\u91d1\u878d\u80a1\u7968<\/strong><\/td>\n<\/tr>\n<\/thead>\n
 <\/td>\n\u4ef7\u683c(\u7f8e\u5143)<\/td>\n\u5e02\u503c ($B)<\/td>\nEPS\u589e\u957f(%)<\/td>\n\u6536\u5165\u589e\u957f(%)<\/td>\n<\/tr>\n
White Mountains Insurance Group Ltd. (WTM)<\/td>\n1202.03<\/td>\n3.7<\/td>\n724.8<\/td>\n197.1<\/td>\n<\/tr>\n
Fifth Third Bancorp (\u00a0FITB)<\/td>\n37.36<\/td>\n26.6<\/td>\n2,220<\/td>\n0.5<\/td>\n<\/tr>\n
\u9ad8\u76db\u96c6\u56e2 (GS)<\/td>\n335.27<\/td>\n114.1<\/td>\n498.1<\/td>\n127.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u8d44\u6599\u6765\u6e90\uff1aYCharts<\/p>\n

White Mountains Insurance Group Ltd. (WTM)<\/strong>\uff1a<\/strong>\u516c\u53f8\u4ecb\u7ecd\u89c1\u4e0a\u6587\u3002<\/p>\n

Fifth Third Bancorp<\/strong>\u662f\u4e00\u5bb6\u94f6\u884c\u548c\u91d1\u878d\u63a7\u80a1\u516c\u53f8\uff0c\u4e3a\u5546\u4e1a\u548c\u4e2a\u4eba\u5ba2\u6237\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5404\u79cd\u5b58\u6b3e\u8d26\u6237\u3001\u8d37\u6b3e\uff0c\u4ee5\u53ca\u8d22\u5bcc\u548c\u8d44\u4ea7\u7ba1\u7406\u670d\u52a1\u3002\u8be5\u516c\u53f8\u57282021\u5e744\u670820\u65e5\u5ba3\u5e03\uff0c 2021\u5e74\u7b2c\u4e00\u8d22\u5b63\u53ef\u4f9b\u666e\u901a\u80a1\u80a1\u4e1c\u4f7f\u7528\u7684\u51c0\u6536\u5165\u4e3a6.74\u4ebf\u7f8e\u5143\uff0c\u6bd42020\u5e74\u7b2c\u4e00\u8d22\u5b63\u62a5\u544a\u76842900\u4e07\u7f8e\u5143\u6709\u4e86\u5f88\u5927\u7684\u98de\u8dc3\u30022020\u5e74\u7b2c\u4e00\u8d22\u5b63\u5305\u62ec6.4\u4ebf\u7f8e\u5143\u7684\u4fe1\u8d37\u635f\u5931\u62e8\u5907\uff0c\u800c2021\u5e74\u7b2c\u4e00\u8d22\u5b63\u5219\u67091.73\u4ebf\u7f8e\u5143\u7684\u6536\u76ca\u3002<\/p>\n

\u9ad8\u76db\u96c6\u56e2<\/strong>\u662f\u4e00\u5bb6\u5927\u578b\u91d1\u878d\u673a\u6784\uff0c\u62e5\u6709\u6295\u8d44\u94f6\u884c\u3001\u4ea4\u6613\u3001\u6295\u8d44\u7ba1\u7406\u548c\u6d88\u8d39\u8005\u94f6\u884c\u4e1a\u52a1\u30022021\u5e744\u670814\u65e5\uff0c\u8be5\u516c\u53f8\u62a5\u544a2021\u5e74\u7b2c\u4e00\u8d22\u5b63\u9002\u7528\u4e8e\u666e\u901a\u80a1\u80a1\u4e1c\u7684\u51c0\u6536\u5165\u4e3a67\u4ebf\u7f8e\u5143\uff0c\u662f2020\u5e74\u7b2c\u4e00\u8d22\u5b63\u7684\u516d\u500d\u3002\u9ad8\u76db\u5728\u8fd9\u4e24\u4e2a\u65f6\u671f\u7684\u6536\u5165\u7ffb\u4e86\u4e00\u756a\uff0c\u8fbe\u5230177\u4ebf\u7f8e\u5143\u3002\u3002<\/p>\n

\u52bf\u5934\u6700\u5f3a\u7684\u91d1\u878d\u80a1<\/h2>\n

\u8fd9\u4e9b\u662f\u5728\u8fc7\u53bb12\u4e2a\u6708\u4e2d\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u91d1\u878d\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n\n
\u52bf\u5934\u6700\u5f3a\u7684\u91d1\u878d\u80a1<\/strong><\/td>\n<\/tr>\n<\/thead>\n
 <\/td>\n\u4ef7\u683c(\u7f8e\u5143)<\/td>\n\u5e02\u503c($B)<\/td>\n12\u4e2a\u6708\u7684\u8ffd\u8e2a\u603b\u56de\u62a5\u7387(%)<\/td>\n<\/tr>\n
Ally Financial Inc. ( ally)<\/td>\n48.43<\/td>\n18.0<\/td>\n252.9<\/td>\n<\/tr>\n
OneMain Holdings Inc. ( omf)<\/td>\n53.79<\/td>\n7.2<\/td>\n252.6<\/td>\n<\/tr>\n
\u897f\u90e8\u8054\u76df\u94f6\u884c ( WAL)<\/td>\n101.08<\/td>\n10.5<\/td>\n234.8<\/td>\n<\/tr>\n
iShares Russell 1000 ETF (IWB)<\/td>\n\u4e0d\u9002\u7528<\/td>\n\u4e0d\u9002\u7528<\/td>\n57.6<\/td>\n<\/tr>\n
\u91d1\u878d\u7cbe\u9009\u884c\u4e1aSPDR ETF (XLF)<\/td>\n\u4e0d\u9002\u7528<\/td>\n\u4e0d\u9002\u7528<\/td>\n66.7<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6765\u6e90\uff1aYCharts<\/p>\n

Ally Financial Inc<\/strong>\u662f\u4e00\u5bb6\u91d1\u878d\u63a7\u80a1\u516c\u53f8\uff0c\u5411\u6c7d\u8f66\u7ecf\u9500\u5546\u548c\u6d88\u8d39\u8005\u63d0\u4f9b\u5e7f\u6cdb\u7684\u6570\u5b57\u91d1\u878d\u670d\u52a1\u548c\u4fdd\u9669\u4ea7\u54c1\u30022021\u5e744\u670816\u65e5\uff0c\u8be5\u516c\u53f8\u62a5\u544a2021\u5e74\u7b2c\u4e00\u8d22\u5b63\u51c0\u6536\u5165\u4e3a7.96\u4ebf\u7f8e\u5143\uff0c\u626d\u8f6c\u4e862010\u5e74\u7b2c\u4e00\u8d22\u5b63\u76843.19\u4ebf\u7f8e\u5143\u4e8f\u635f\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f37%\u3002<\/p>\n

OneMain Holdings Inc.<\/strong>\u662f\u4e00\u5bb6\u6d88\u8d39\u91d1\u878d\u516c\u53f8\uff0c\u4e3b\u8981\u4ece\u4e8b\u4e2a\u4eba\u8d37\u6b3e\u7684\u6269\u5c55\u548c\u670d\u52a1\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u572844\u4e2a\u5dde\u62e5\u6709\u7ea61500\u4e2a\u5206\u652f\u673a\u6784\uff0c\u8fd8\u5411\u5ba2\u6237\u63d0\u4f9b\u53ef\u4f9b\u9009\u62e9\u7684\u4fdd\u9669\u4ea7\u54c1\uff0c\u5305\u62ec\u4fe1\u7528\u4eba\u5bff\u4fdd\u9669\u3001\u4fe1\u7528\u975e\u81ea\u613f\u5931\u4e1a\u4fdd\u9669\u3001\u6b8b\u75be\u6536\u5165\u4fdd\u62a4\u653f\u7b56\u4ee5\u53ca\u5bb6\u5ead\u548c\u6c7d\u8f66\u8ba1\u5212\u3002<\/p>\n

\u897f\u90e8\u8054\u76df\u94f6\u884c\uff08<\/strong>Western Alliance Bancorp<\/strong>\uff09<\/strong>\u4e3b\u8981\u4e3a\u4f01\u4e1a\u5ba2\u6237\u63d0\u4f9b\u94f6\u884c\u670d\u52a1\u3002\u8be5\u516c\u53f82021\u5e744\u670815\u65e5\u62a5\u544a\u79f0\uff0c2021\u5e74\u7b2c\u4e00\u8d22\u5b63\u51c0\u6536\u5165\u540c\u6bd4\u589e\u957f129%\uff0c\u8fbe\u52301.925\u4ebf\u7f8e\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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