{"id":381592,"date":"2021-05-08T01:00:54","date_gmt":"2021-05-08T08:00:54","guid":{"rendered":"https:\/\/nai500.com\/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\/"},"modified":"2021-05-08T01:24:02","modified_gmt":"2021-05-08T08:24:02","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-hant\/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\u9078\uff012021\u5e745\u6708\u6536\u76ca\u589e\u5e45\u6700\u9ad8\u7684\u91d1\u878d\u80a1"},"content":{"rendered":"

\u91d1\u878d\u696d\u7531\u70ba\u500b\u4eba\u548c\u516c\u53f8\u63d0\u4f9b\u670d\u52d9\u7684\u516c\u53f8\u7d44\u6210\uff0c\u5305\u62ec\u8cb8\u6b3e\u3001\u5132\u84c4\u3001\u4fdd\u96aa\u3001\u652f\u4ed8\u670d\u52d9\u548c\u8cc7\u91d1\u7ba1\u7406\u3002\u91d1\u878d\u884c\u696d\u7684\u80a1\u7968\u5305\u62ec\u6d89\u53ca\u96f6\u552e\u548c\u5546\u696d\u9280\u884c\u3001\u6703\u8a08\u3001\u4fdd\u96aa\u3001\u8cc7\u7522\u7ba1\u7406\u3001\u4fe1\u7528\u5361\u548c\u7d93\u7d00\u7684\u5404\u7a2e\u516c\u53f8\u3002\u8a72\u884c\u696d\u7684\u77e5\u540d\u516c\u53f8\u5305\u62ecWells Fargo Co. (WFC<\/a>)\u3001\u9ad8\u76db\u96c6\u5718(Goldman Sachs Group Inc. (GS<\/a>)\u548c\u6469\u6839\u58eb\u4e39\u5229(MS<\/a>)\u3002<\/p>\n

\u4ee5\u91d1\u878d\u7cbe\u9078\u884c\u696dSPDR ETF\uff08XLF\uff09\u70ba\u4ee3\u8868\u7684\u91d1\u878d\u80a1\u8868\u73fe\u512a\u65bc\u5927\u76e4\uff0c\u5176\u7e3d\u56de\u5831\u7387\u70ba66.7%\u3002\u5728\u904e\u53bb\u768412\u500b\u6708\u88e1\uff0ciShares Russell 1000 ETF\uff08IWB\uff09\u7684\u7e3d\u56de\u5831\u7387\u70ba57.6%\u3002\u9019\u4e9b\u696d\u7e3e\u6578\u5b57\u548c\u4ee5\u4e0b\u8868\u683c\u4e2d\u7684\u6240\u6709\u7d71\u8a08\u6578\u64da\u622a\u81f32021\u5e744\u670822\u65e5\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u50f9\u503c\u6700\u9ad8\u3001\u589e\u9577\u6700\u5feb\u3001\u52e2\u982d\u6700\u731b\u7684\u524d3\u53ea\u91d1\u878d\u80a1\u3002<\/p>\n

\u6700\u5177\u50f9\u503c\u7684\u91d1\u878d\u80a1\u7968<\/h2>\n

\u9019\u4e9b\u662f\u5177\u6709\u6700\u4f4e\u768412\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\uff08P\/E\uff09\u7684\u91d1\u878d\u80a1\u7968\u3002\u56e0\u70ba\u5229\u6f64\u53ef\u4ee5\u901a\u904e\u5206\u7d05\u548c\u56de\u8cfc\u7684\u5f62\u5f0f\u8fd4\u9084\u7d66\u80a1\u6771\uff0c\u4f4e\u7684\u5e02\u76c8\u7387\u8868\u660e\u4f60\u70ba\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6f64\u652f\u4ed8\u7684\u8cbb\u7528\u8f03\u5c11\u3002\u3002<\/p>\n\n\n\n\n\n\n\n\n
\u6700\u4f73\u50f9\u503c\u91d1\u878d\u80a1\u7968<\/strong><\/td>\n<\/tr>\n<\/thead>\n
 <\/td>\n\u50f9\u683c($)<\/td>\n\u5e02\u503c($B)<\/td>\n12\u500b\u6708\u7684\u8ffd\u8e64\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

\u8cc7\u6599\u4f86\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\u96aa\u670d\u52d9\uff0c\u63d0\u4f9b\u8ca1\u7522\u548c\u610f\u5916\u4fdd\u96aa\u4ee5\u53ca\u518d\u4fdd\u96aa\u7522\u54c1\u30022021\u5e742\u67085\u65e5\uff0c\u8a72\u516c\u53f8\u516c\u4f48\u4e862020\u5e74\u7b2c\u56db\u8ca1\u5b63\u7684\u8ca1\u52d9\u696d\u7e3e\uff0c\u6b78\u5c6c\u4e8e\u666e\u901a\u80a1\u80a1\u6771\u7684\u6de8\u5229\u6f64\u70ba4.892\u5104\u7f8e\u5143\uff0c\u800c2019\u5e74\u7b2c\u56db\u8ca1\u5b63\u70ba6090\u842c\u7f8e\u5143\u3002\u9019\u4e00\u589e\u9577\u4e3b\u8981\u662f\u7531\u65bc\u5176\u5728MediaAlpha\u7684\u6b0a\u76ca\u5e36\u4f86\u4e863.91\u5104\u7f8e\u5143\u7684\u6295\u8cc7\u6536\u76ca\uff0c\u8a72\u516c\u53f8\u57282020\u5e7410\u6708\u5b8c\u6210\u4e86IPO\u3002<\/p>\n

Virtu Financial Inc.<\/strong>\u662f\u4e00\u5bb6\u91d1\u878d\u670d\u52d9\u516c\u53f8\uff0c\u70ba\u5168\u7403\u91d1\u878d\u5e02\u5834\u63d0\u4f9b\u6d41\u52d5\u8cc7\u91d1\u3002\u8a72\u516c\u53f8\u7d93\u71df\u8457\u4e00\u500b\u591a\u8cc7\u7522\u3001\u591a\u8ca8\u5e63\u7684\u6280\u8853\u5e73\u81fa\uff0c\u4e3b\u8981\u5f9e\u4ea4\u6613\u4e2d\u7684\u5c0f\u984d\u8cb7\u8ce3\u50f9\u5dee\u4e2d\u8cfa\u9322\u3002\u5e02\u5834\u6ce2\u52d5\u5c0dVirtu\u4f86\u8aaa\u662f\u597d\u4e8b\uff0c\u56e0\u70ba\u5b83\u4fc3\u9032\u4e86\u4ea4\u6613\u548c\u5c0d\u6d41\u52d5\u6027\u7684\u9700\u6c42\u3002<\/p>\n

Rocket Companies Inc: <\/strong>Rocket\u7684\u76ee\u6a19\u662f\u8b93\u4eba\u5011\u8d70\u4e0a\u8ca1\u7522\u968e\u68af\uff0c\u5be6\u73fe\u8ca1\u52d9\u81ea\u7531\u3002\u8a72\u516c\u53f8\u5e6b\u52a9\u5ba2\u6236\u7372\u5f97\u62b5\u62bc\u8cb8\u6b3e\u3001\u500b\u4eba\u548c\u6c7d\u8eca\u8cb8\u6b3e\uff0c\u4ee5\u53ca\u5176\u4ed6\u500b\u4eba\u91d1\u878d\u670d\u52d9\u3002\u5176\u65d7\u8266\u696d\u52d9\u662fRocket Mortgage\uff0c\u9019\u662f\u4e00\u500b\u5728\u7dda\u62b5\u62bc\u8cb8\u6b3e\u7533\u8acb\u5de5\u5177\u3002<\/p>\n

\u589e\u9577\u6700\u5feb\u7684\u91d1\u878d\u80a1<\/h2>\n

\u9019\u4e9b\u662f\u6839\u64da\u589e\u9577\u6a21\u578b\u6392\u540d\u7684\u9802\u7d1a\u91d1\u878d\u80a1\u7968\uff0c\u8a72\u6a21\u578b\u6839\u64da\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u8ca1\u5b63\u7684\u540c\u6bd4\u767e\u5206\u6bd4\u6536\u5165\u589e\u9577\u548c\u6700\u8fd1\u4e00\u500b\u8ca1\u5b63\u7684\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u9577\uff0c\u4ee550\/50\u7684\u6bd4\u91cd\u9032\u884c\u8a55\u5206\u3002\u92b7\u552e\u548c\u6536\u76ca\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u95dc\u9375\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u500b\u589e\u9577\u6307\u6a19\u5c0d\u516c\u53f8\u9032\u884c\u6392\u540d\uff0c\u5bb9\u6613\u53d7\u5230\u8a72\u8ca1\u5b63\u7684\u6703\u8a08\u7570\u5e38\u60c5\u6cc1\uff08\u5982\u7a05\u6cd5\u8b8a\u5316\u6216\u91cd\u7d44\u6210\u672c\uff09\u7684\u5f71\u97ff\uff0c\u53ef\u80fd\u4f7f\u5176\u4e2d\u4e00\u500b\u6578\u5b57\u4e0d\u80fd\u4ee3\u8868\u6574\u500b\u4f01\u696d\u7684\u60c5\u6cc1\u3002\u8ca1\u5b63EPS\u6216\u6536\u5165\u589e\u9577\u8d85\u904e2500%\u7684\u516c\u53f8\u88ab\u4f5c\u70ba\u7570\u5e38\u503c\u6392\u9664\u3002<\/p>\n\n\n\n\n\n\n\n\n
\u6210\u9577\u6700\u5feb\u7684\u91d1\u878d\u80a1\u7968<\/strong><\/td>\n<\/tr>\n<\/thead>\n
 <\/td>\n\u50f9\u683c(\u7f8e\u5143)<\/td>\n\u5e02\u503c ($B)<\/td>\nEPS\u589e\u9577(%)<\/td>\n\u6536\u5165\u589e\u9577(%)<\/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\u5718 (GS)<\/td>\n335.27<\/td>\n114.1<\/td>\n498.1<\/td>\n127.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u8cc7\u6599\u4f86\u6e90\uff1aYCharts<\/p>\n

White Mountains Insurance Group Ltd. (WTM)<\/strong>\uff1a<\/strong>\u516c\u53f8\u4ecb\u7d39\u898b\u4e0a\u6587\u3002<\/p>\n

Fifth Third Bancorp<\/strong>\u662f\u4e00\u5bb6\u9280\u884c\u548c\u91d1\u878d\u63a7\u80a1\u516c\u53f8\uff0c\u70ba\u5546\u696d\u548c\u500b\u4eba\u5ba2\u6236\u670d\u52d9\u3002\u8a72\u516c\u53f8\u63d0\u4f9b\u5404\u7a2e\u5b58\u6b3e\u8cec\u6236\u3001\u8cb8\u6b3e\uff0c\u4ee5\u53ca\u8ca1\u5bcc\u548c\u8cc7\u7522\u7ba1\u7406\u670d\u52d9\u3002\u8a72\u516c\u53f8\u57282021\u5e744\u670820\u65e5\u5ba3\u4f48\uff0c 2021\u5e74\u7b2c\u4e00\u8ca1\u5b63\u53ef\u4f9b\u666e\u901a\u80a1\u80a1\u6771\u4f7f\u7528\u7684\u6de8\u6536\u5165\u70ba6.74\u5104\u7f8e\u5143\uff0c\u6bd42020\u5e74\u7b2c\u4e00\u8ca1\u5b63\u5831\u544a\u76842900\u842c\u7f8e\u5143\u6709\u4e86\u5f88\u5927\u7684\u98db\u8e8d\u30022020\u5e74\u7b2c\u4e00\u8ca1\u5b63\u5305\u62ec6.4\u5104\u7f8e\u5143\u7684\u4fe1\u8cb8\u640d\u5931\u64a5\u5099\uff0c\u800c2021\u5e74\u7b2c\u4e00\u8ca1\u5b63\u5247\u67091.73\u5104\u7f8e\u5143\u7684\u6536\u76ca\u3002<\/p>\n

\u9ad8\u76db\u96c6\u5718<\/strong>\u662f\u4e00\u5bb6\u5927\u578b\u91d1\u878d\u6a5f\u69cb\uff0c\u64c1\u6709\u6295\u8cc7\u9280\u884c\u3001\u4ea4\u6613\u3001\u6295\u8cc7\u7ba1\u7406\u548c\u6d88\u8cbb\u8005\u9280\u884c\u696d\u52d9\u30022021\u5e744\u670814\u65e5\uff0c\u8a72\u516c\u53f8\u5831\u544a2021\u5e74\u7b2c\u4e00\u8ca1\u5b63\u9069\u7528\u4e8e\u666e\u901a\u80a1\u80a1\u6771\u7684\u6de8\u6536\u5165\u70ba67\u5104\u7f8e\u5143\uff0c\u662f2020\u5e74\u7b2c\u4e00\u8ca1\u5b63\u7684\u516d\u500d\u3002\u9ad8\u76db\u5728\u9019\u5169\u500b\u6642\u671f\u7684\u6536\u5165\u7ffb\u4e86\u4e00\u756a\uff0c\u9054\u5230177\u5104\u7f8e\u5143\u3002\u3002<\/p>\n

\u52e2\u982d\u6700\u5f37\u7684\u91d1\u878d\u80a1<\/h2>\n

\u9019\u4e9b\u662f\u5728\u904e\u53bb12\u500b\u6708\u4e2d\u7e3d\u56de\u5831\u7387\u6700\u9ad8\u7684\u91d1\u878d\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n\n
\u52e2\u982d\u6700\u5f37\u7684\u91d1\u878d\u80a1<\/strong><\/td>\n<\/tr>\n<\/thead>\n
 <\/td>\n\u50f9\u683c(\u7f8e\u5143)<\/td>\n\u5e02\u503c($B)<\/td>\n12\u500b\u6708\u7684\u8ffd\u8e64\u7e3d\u56de\u5831\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\u806f\u76df\u9280\u884c ( WAL)<\/td>\n101.08<\/td>\n10.5<\/td>\n234.8<\/td>\n<\/tr>\n
iShares Russell 1000 ETF (IWB)<\/td>\n\u4e0d\u9069\u7528<\/td>\n\u4e0d\u9069\u7528<\/td>\n57.6<\/td>\n<\/tr>\n
\u91d1\u878d\u7cbe\u9078\u884c\u696dSPDR ETF (XLF)<\/td>\n\u4e0d\u9069\u7528<\/td>\n\u4e0d\u9069\u7528<\/td>\n66.7<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u4f86\u6e90\uff1aYCharts<\/p>\n

Ally Financial Inc<\/strong>\u662f\u4e00\u5bb6\u91d1\u878d\u63a7\u80a1\u516c\u53f8\uff0c\u5411\u6c7d\u8eca\u7d93\u92b7\u5546\u548c\u6d88\u8cbb\u8005\u63d0\u4f9b\u5ee3\u6cdb\u7684\u6578\u5b57\u91d1\u878d\u670d\u52d9\u548c\u4fdd\u96aa\u7522\u54c1\u30022021\u5e744\u670816\u65e5\uff0c\u8a72\u516c\u53f8\u5831\u544a2021\u5e74\u7b2c\u4e00\u8ca1\u5b63\u6de8\u6536\u5165\u70ba7.96\u5104\u7f8e\u5143\uff0c\u626d\u8f49\u4e862010\u5e74\u7b2c\u4e00\u8ca1\u5b63\u76843.19\u5104\u7f8e\u5143\u8667\u640d\u3002\u6536\u5165\u540c\u6bd4\u589e\u957737%\u3002<\/p>\n

OneMain Holdings Inc.<\/strong>\u662f\u4e00\u5bb6\u6d88\u8cbb\u91d1\u878d\u516c\u53f8\uff0c\u4e3b\u8981\u5f9e\u4e8b\u500b\u4eba\u8cb8\u6b3e\u7684\u64f4\u5c55\u548c\u670d\u52d9\u696d\u52d9\u3002\u8a72\u516c\u53f8\u572844\u500b\u5dde\u64c1\u6709\u7d041500\u500b\u5206\u652f\u6a5f\u6406\uff0c\u9084\u5411\u5ba2\u6236\u63d0\u4f9b\u53ef\u4f9b\u9078\u64c7\u7684\u4fdd\u96aa\u7522\u54c1\uff0c\u5305\u62ec\u4fe1\u7528\u4eba\u58fd\u4fdd\u96aa\u3001\u4fe1\u7528\u975e\u81ea\u9858\u5931\u696d\u4fdd\u96aa\u3001\u6b98\u75be\u6536\u5165\u4fdd\u8b77\u653f\u7b56\u4ee5\u53ca\u5bb6\u5ead\u548c\u6c7d\u8eca\u8a08\u5283\u3002<\/p>\n

\u897f\u90e8\u806f\u76df\u9280\u884c\uff08<\/strong>Western Alliance Bancorp<\/strong>\uff09<\/strong>\u4e3b\u8981\u70ba\u4f01\u696d\u5ba2\u6236\u63d0\u4f9b\u9280\u884c\u670d\u52d9\u3002\u8a72\u516c\u53f82021\u5e744\u670815\u65e5\u5831\u544a\u7a31\uff0c2021\u5e74\u7b2c\u4e00\u8ca1\u5b63\u6de8\u6536\u5165\u540c\u6bd4\u589e\u9577129%\uff0c\u9054\u52301.925\u5104\u7f8e\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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