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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":329738728,"tweetId":"329738728","gmtCreate":1615279209364,"gmtModify":1703486641817,"author":{"id":3570709291573644,"idStr":"3570709291573644","authorId":3570709291573644,"authorIdStr":"3570709291573644","name":"Jkcubz","avatar":"https://static.tigerbbs.com/454005a90377851a88dcde78f7b9fc15","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Hi</body></html>","htmlText":"<html><head></head><body>Hi</body></html>","text":"Hi","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/329738728","repostId":1183729076,"repostType":4,"repost":{"id":"1183729076","kind":"news","pubTimestamp":1615278840,"share":"https://www.laohu8.com/m/news/1183729076?lang=zh_CN&edition=full","pubTime":"2021-03-09 16:34","market":"us","language":"en","title":"Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom<blockquote>Airbnb、Lyft和其他股票将受益于消费者支出热潮</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183729076","media":"Barrons","summary":"The strongest consumer stock backdrop in decades may be around the corner and there are plenty of st","content":"The strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.<blockquote>杰富瑞(Jefferies)分析师表示，几十年来最强劲的消费股背景可能即将到来，而且许多股票都处于有利地位，可以受益。</blockquote> A surge in personal income, alongside the reopening of the economy will “unleash substantial pent-up demand” in service sector consumption, said chief economist Aneta Markowska in a note on Sunday. She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.<blockquote>首席经济学家Aneta Markowska在周日的一份报告中表示，个人收入的激增以及经济的重新开放将“释放服务业消费中被压抑的大量需求”。她预计个人消费支出(PCE)（衡量消费者支出的指标）今年将增长7%，2022年将增长4.1%。这是假设自20世纪90年代以来连续八个季度平均PCE增长率超过4%。她补充说，刺激和被压抑的需求将表明高端和低端的支出强劲。</blockquote> Jefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.<blockquote>杰富瑞(Jefferies)涵盖多个行业的分析师利用Markowska的估计来挑选受消费激增影响最大的股票。</blockquote> Equity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.<blockquote>股票分析师布伦特·蒂尔(Brent Thill)表示，随着人们重返酒吧、餐馆和其他接待场所，拼车公司Lyft是他2021年重新开业的热门公司之一。他指出，Lyft在Covid-19大流行期间将重点转移到其成本结构上，随着收入反弹，这应该会“产生巨大的杠杆作用”。他预计到第四季度收入将恢复到大流行前的水平，并将该股评级为买入，目标价为75美元，上行目标为85美元。</blockquote> Thill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.<blockquote>蒂尔还表示，在线旅游公司将成为疫苗加速推出和随后旅游反弹的最大受益者之一，选择AirbnBand Booking。他给予爱彼迎买入评级，目标价210美元，上行目标价250美元，Booking持有评级，上行目标价2700美元。</blockquote> When it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.<blockquote>谈到航空业（整个疫情中受打击最严重的行业之一），股票分析师希拉·卡亚奥格鲁(Sheila Kahyaoglu)表示，西南航空最有可能从下半年被压抑的需求中受益。她表示，国内旅行限制可能会在国际限制之前取消，这将使该航空公司具有优势，并补充说，该公司将从同行那里“积极夺取市场份额”。她将该股评级为买入，上行目标为80美元，上周五收盘价为56.92美元。</blockquote> In the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.<blockquote>在餐馆和食品服务行业，分析师安迪·巴里什（Andy Barish）和亚历山大·斯拉格（Alexander Slagle）表示，全方位服务领域可能从复苏中受益最多，被压抑的家庭以外食品需求成为强大的驱动力。他们重点介绍了Outback牛排餐厅老板Bloomin'Brands和Chili's老板Brinkeras两只值得关注的买入评级股票。</blockquote> In the food sector itself, analyst Rob Dickerson said&nbsp;Beyond Meat,J&amp;J Snack Foods&nbsp;and&nbsp;Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.<blockquote>在食品行业本身，分析师Rob Dickerson表示，Beyond Meat、强生休闲食品和Lamb Weston由于涉足食品服务渠道而具有最大的潜在上涨空间，但他将这三只股票评级为“持有”。</blockquote> The report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.<blockquote>该报告还选择了许多零售商，包括家装商店Lowe’s和Home Depot，以及主要零售商，如Kohl’s和Walmartas，客流量增加，支出增加。</blockquote> Value-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.<blockquote>还提到了专业零售行业中以价值为导向的公司，例如Dollar General、Burlington和Five Belows，而游戏和休闲行业中更受青睐的是凯撒娱乐和六旗。</blockquote>","source":"lsy1601382232898","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>Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom<blockquote>Airbnb、Lyft和其他股票将受益于消费者支出热潮</blockquote></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\">\nAirbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom<blockquote>Airbnb、Lyft和其他股票将受益于消费者支出热潮</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-03-09 16:34\n\n</h4>\n</header>\n<article>\nThe strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.<blockquote>杰富瑞(Jefferies)分析师表示，几十年来最强劲的消费股背景可能即将到来，而且许多股票都处于有利地位，可以受益。</blockquote> A surge in personal income, alongside the reopening of the economy will “unleash substantial pent-up demand” in service sector consumption, said chief economist Aneta Markowska in a note on Sunday. She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.<blockquote>首席经济学家Aneta Markowska在周日的一份报告中表示，个人收入的激增以及经济的重新开放将“释放服务业消费中被压抑的大量需求”。她预计个人消费支出(PCE)（衡量消费者支出的指标）今年将增长7%，2022年将增长4.1%。这是假设自20世纪90年代以来连续八个季度平均PCE增长率超过4%。她补充说，刺激和被压抑的需求将表明高端和低端的支出强劲。</blockquote> Jefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.<blockquote>杰富瑞(Jefferies)涵盖多个行业的分析师利用Markowska的估计来挑选受消费激增影响最大的股票。</blockquote> Equity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.<blockquote>股票分析师布伦特·蒂尔(Brent Thill)表示，随着人们重返酒吧、餐馆和其他接待场所，拼车公司Lyft是他2021年重新开业的热门公司之一。他指出，Lyft在Covid-19大流行期间将重点转移到其成本结构上，随着收入反弹，这应该会“产生巨大的杠杆作用”。他预计到第四季度收入将恢复到大流行前的水平，并将该股评级为买入，目标价为75美元，上行目标为85美元。</blockquote> Thill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.<blockquote>蒂尔还表示，在线旅游公司将成为疫苗加速推出和随后旅游反弹的最大受益者之一，选择AirbnBand Booking。他给予爱彼迎买入评级，目标价210美元，上行目标价250美元，Booking持有评级，上行目标价2700美元。</blockquote> When it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.<blockquote>谈到航空业（整个疫情中受打击最严重的行业之一），股票分析师希拉·卡亚奥格鲁(Sheila Kahyaoglu)表示，西南航空最有可能从下半年被压抑的需求中受益。她表示，国内旅行限制可能会在国际限制之前取消，这将使该航空公司具有优势，并补充说，该公司将从同行那里“积极夺取市场份额”。她将该股评级为买入，上行目标为80美元，上周五收盘价为56.92美元。</blockquote> In the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.<blockquote>在餐馆和食品服务行业，分析师安迪·巴里什（Andy Barish）和亚历山大·斯拉格（Alexander Slagle）表示，全方位服务领域可能从复苏中受益最多，被压抑的家庭以外食品需求成为强大的驱动力。他们重点介绍了Outback牛排餐厅老板Bloomin'Brands和Chili's老板Brinkeras两只值得关注的买入评级股票。</blockquote> In the food sector itself, analyst Rob Dickerson said&nbsp;Beyond Meat,J&amp;J Snack Foods&nbsp;and&nbsp;Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.<blockquote>在食品行业本身，分析师Rob Dickerson表示，Beyond Meat、强生休闲食品和Lamb Weston由于涉足食品服务渠道而具有最大的潜在上涨空间，但他将这三只股票评级为“持有”。</blockquote> The report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.<blockquote>该报告还选择了许多零售商，包括家装商店Lowe’s和Home Depot，以及主要零售商，如Kohl’s和Walmartas，客流量增加，支出增加。</blockquote> Value-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.<blockquote>还提到了专业零售行业中以价值为导向的公司，例如Dollar General、Burlington和Five Belows，而游戏和休闲行业中更受青睐的是凯撒娱乐和六旗。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","LYFT":"Lyft, Inc.","BYND":"Beyond Meat, Inc.","LUV":"西南航空"},"source_url":"https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183729076","content_text":"The strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.\nA surge in personal income, alongside the reopening of the economy will “unleash substantial pent-up demand” in service sector consumption, said chief economist Aneta Markowska in a note on Sunday. She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.\nJefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.\nEquity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.\nThill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.\nWhen it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.\nIn the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.\nIn the food sector itself, analyst Rob Dickerson said Beyond Meat,J&J Snack Foods and Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.\nThe report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.\nValue-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.","news_type":1,"symbols_score_info":{"LYFT":0.9,"BYND":0.9,"ABNB":0.9,"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":626,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/329738728"}