3 ETFs For This Week's Earnings Reports
3 ETFs For This Week's Earnings Reports
Second-quarter earnings seasons rolls along this week and here's to hoping there are some pleasant surprises, which, believe it or not, there have been plenty of. Of course, the second-quarter bar is set remarkably low because of the coronavirus pandemic, but upside surprises are rarely a bad thing.
第二季度的財報季節在本週推出，希望有一些令人愉快的驚喜，無論您信不信由您，都有很多驚喜。當然，由於冠狀病毒大流行，第二季度酒吧設置得非常低，但是上升的驚喜很少是壞事。
Currently, 84% of S&P 500 members reporting results are beating estimates, above the five-year average.
目前，報告結果的標普 500 成員中有 84％ 超過了估計值，高於五年平均水平。
“If 84% is the final percentage for the quarter, it will mark the highest percentage of S&P 500 companies reporting a positive EPS surprise since FactSet began tracking this metric in 2008,” notes John Butters of FactSet Research.
「如果 84％ 是該季度的最後一個百分比，它將成為標普 500 公司的最高百分比，因為 FactSet 在 2008 年開始跟踪該指標以來，每股盈餘驚喜的最高百分比。」 事實集研究的約翰·巴特斯
With that in mind, here are some exchange-traded funds to consider for this week's earnings onslaught.
考慮到這一點，這裡有一些交易所交易基金需要考慮本週的盈利衝擊。
Communication Services Select Sector SPDR (XLC)
通訊服務選擇產業 SPDR (XLC)
The Communication Services Select Sector SPDR (NYSE:XLC) gained 2.25% last week, dealing with reports from Facebook (NASDAQ:FB) and Alphabet (NASDAQ:GOOG) with aplomb.
This week's marquee report among XLC components is Dow component Walt Disney Co (NYSE:DIS) on Tuesday after the bell. However, several video game makers and media companies report this week, too, sending a decent percentage of XLC's roster into the earnings confessional.
To this point in earnings season, 75% of communication services companies reporting are beating estimates. Only energy and real estate have lower percentages.
到了財報季節的這一點，有 75％ 的通信服務公司報告超過了估計值。只有能源和房地產的百分比較低。
Roundhill BITKRAFT Esports & Digital Entertainment ETF (NERD)
圓山比特卡夫電競與數位娛樂 ETF (NERD)
Speaking of video games, the Roundhill BITKRAFT Esports & Digital Entertainment ETF (NYSE:NERD) jumped 4.78% last week with some help from a bullish earnings report from Electronic Arts (NASDAQ:EA). That extends NERD's 2020 gain to a stellar 46%.
More potential earnings catalysts loom for NERD this week with Take-Two Interactive (NASDAQ:TTWO) and Activision Blizzard (NASDAQ:ATVI) reporting on Monday and Tuesday, respectively. Those stocks combine for 10% of NERD's roster.
本週，更多潛在的收益催化劑為 NERD 織機 兩個互動 （納斯達克：TTWO) 及 動視暴雪 （納斯達克：ATVI) 分別在星期一和星期二報告。這些股票結合 書呆子名單的 10％。
EA's report confirms more games are being sold amid the pandemic. NERD could repeat last week's bullishness if Take-Two and Activision make similar comments.
EA 的報告證實，在大流行期間正在銷售更多遊戲。如果拿二和動視作出類似的評論，NERD 可能會重複上週的看漲。
iShares U.S. Healthcare Providers ETF (IHF)
安碩美國醫療服務供應商 ETF (IHF)
The iShares U.S. Healthcare Providers ETF (NYSE:IHF) is up just 2% this year despite health insurers keeping costs down as patients eschew elective procedures due to the pandemic.
該 安碩美國醫療服務供應商 ETF (紐約證券交易所:IHF）儘管健康保險公司因大流行而避免了選擇性程序而降低了成本，但今年僅增長了 2％。
CVS Health (NYSE:CVS), IHF's second-largest holding at a weight of 12.5%, reports this week.
CVS 健康 (紐約證券交易所:個人資格本週報導，IHF 的第二大持有量為 12.5％。
“CVS reported above our expectations in the first quarter after an increase in store activity as a result of the shelter-in-place orders,” according to Morningstar. “As a top-tier pharmacy and health insurer with pharmacy benefit manager franchises, the narrow-moat company is a leader in affordable healthcare. Despite concerns and impact from the coronavirus, we believe CVS’ 2020 will not be severely disrupted by the pandemic.”
「CVS 報告超出了我們在第一季度的預期，因為就地庇護所訂單導致商店活動增加後，」 據晨星報導。 「作為擁有藥房福利經理專營權的頂級藥房和健康保險公司，這家狹窄的護城河公司是負擔得起醫療保健領域的領導者。儘管冠狀病毒引起了擔憂和影響，但我們相信 CVS 的 2020 年不會受到大流行的嚴重干擾。」
譯文內容由第三人軟體翻譯。