FlorCheah
2021-12-15
Rebound
Things look better for GameStop and AMC as retail buys into a dip, but things still look pretty terrible for Robinhood<blockquote>随着零售购买陷入低迷，游戏驿站和 AMC 的情况看起来有所好转，但 Robinhood 的情况看起来仍然相当糟糕</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
2
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":607822425,"tweetId":"607822425","gmtCreate":1639526897393,"gmtModify":1639526898423,"author":{"id":3573025586175142,"idStr":"3573025586175142","authorId":3573025586175142,"authorIdStr":"3573025586175142","name":"FlorCheah","avatar":"https://static.tigerbbs.com/8cb91e5f44e414335718e1beffda39e8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":52,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Rebound</p></body></html>","htmlText":"<html><head></head><body><p>Rebound</p></body></html>","text":"Rebound","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/607822425","repostId":1126502725,"repostType":4,"repost":{"id":"1126502725","kind":"news","pubTimestamp":1639525700,"share":"https://www.laohunote.com/m/news/1126502725?lang=zh_CN&edition=full","pubTime":"2021-12-15 07:48","market":"us","language":"en","title":"Things look better for GameStop and AMC as retail buys into a dip, but things still look pretty terrible for Robinhood<blockquote>随着零售购买陷入低迷，游戏驿站和 AMC 的情况看起来有所好转，但 Robinhood 的情况看起来仍然相当糟糕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126502725","media":"MarketWatch","summary":"BTFD, unless its Robinhood\nMeme stocks bounce back on Tuesday Joe Raedle/Getty Images\n\nWho doesn’t l","content":"<p>BTFD, unless its Robinhood</p><p><blockquote>BTFD，除非它的罗宾汉</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d93245b59d137e71fd2ca563fbcc8547\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Meme stocks bounce back on Tuesday Joe Raedle/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>模因股票周二反弹 Joe Raedle/Getty Images</span></p></blockquote></p><p> Who doesn’t love a good dip at Christmas?</p><p><blockquote>谁不喜欢在圣诞节享用美食呢？</blockquote></p><p> Shares of GameStop and AMC Entertainment on Tuesday both bounced back from Monday’s plummet, advancing 7.9% and 5.4%, respectively, as retail investors keyed the move with their long held investment thesis of BTFD, or “buy the f’ing dip.”</p><p><blockquote>游戏驿站和AMC院线的股价周二均从周一的暴跌中反弹，分别上涨 7.9% 和 5.4%，因为散户投资者将他们长期持有的 BTFD 投资论点（即 “逢低买入 ”）作为股价走势的关键。</blockquote></p><p> After GameStop dropped almost 14% and AMC dropped more than 15% to start the week, furious retail investors were back Tuesday supporting some of their favorite tickers.</p><p><blockquote>本周初，游戏驿站股价下跌近 14%，AMC 股价下跌超过 15%，愤怒的散户投资者周二又回来支持他们最喜欢的一些股票。</blockquote></p><p> However, the volume growth of short interest on both stocks was much higher on Tuesday than it was the day previous. Neither meme stock broke the 1% mark on Monday but short interest in GameStop was up more than 7% at Tuesday’s close, and AMC’s short volume rose more than 3.5%, according to data from Ortex.</p><p><blockquote>不过，周二两只股票的空头利息增幅均远高于前一天。Ortex 的数据显示，周一两只 meme 股票均未突破 1% 大关，但截至周二收盘，游戏驿站的空头兴趣上涨了 7% 以上，AMC 的空头成交量上涨了 3.5% 以上。</blockquote></p><p> Fidelity data showed a more narrow [albeit still very wide] buy-to-sell ratio on both stocks compared with Monday. Buy-to-sell ratios are closely watched by the meme crowd because they can be a gauge of investor sentiment.</p><p><blockquote>富达数据显示，与周一相比，这两只股票的买卖比率都有所收窄（尽管仍然非常宽）。买卖比率受到模因人群的密切关注，因为它们可以作为投资者情绪的衡量标准。</blockquote></p><p> The upswing for the popular memes comes as U.S. stock indexes posted back-to-back losses Tuesday and with nearly everyone in finance waiting on the Federal Reserve to announce where it stands on tapering its bond purchases Wednesday.</p><p><blockquote>流行模因的上涨正值美国股指周二连续下跌之际，几乎所有金融界人士都在等待美联储周三宣布其对缩减债券购买的立场。</blockquote></p><p> What impact reduced asset purchases by America’s central bank would potentially have on retail “Apes” HODLing meme stocks remains something of a thought experiment, not to mention the Fed’s eventual lifting of policy rates. [We’re placing our bets on “not much.”] But that action could have a major impact on short-sellers who could be living in a much more target-rich environment, particularly if struggling companies feel the actual pinch of pandemic-era liquidity beginning to drain from financial markets. There’s also the Justice Department wildcard.</p><p><blockquote>美国央行减少资产购买可能会对持有备忘录股票的零售 “猿 ”产生什么影响，这仍然是一个思想实验，更不用说美联储最终会提高政策利率了。[我们把赌注押在 “不多 ”上。]但这一行动可能会对卖空者产生重大影响，因为他们可能生活在一个目标更加丰富的环境中，尤其是如果陷入困境的公司感受到大流行病时代流动性开始从金融市场流出的实际压力。还有司法部的通配符。</blockquote></p><p> But what might be most interesting about Tuesday’s action is that both “mother meme stocks” moved in the opposite direction that the data would indicate if compared side-by-side, meaning the real action remains almost entirely in every kind of options trade fathomable.</p><p><blockquote>但周二的走势最有趣的地方可能是，如果并排比较，这两只 “母股 ”的走势与数据显示的方向相反，这意味着真正的走势几乎完全存在于每种期权交易中。</blockquote></p><p> And we also liked that they moved together because that’s our kink now, and it’s nice to see everyone in MemeLand get along, even if just for a day.</p><p><blockquote>我们也很喜欢他们搬到一起，因为这就是我们现在的癖好，很高兴看到梅梅兰的每个人都能和睦相处，哪怕只是一天。</blockquote></p><p> We’d be remiss not to also include note that quasi-embattled AMC CEO Adam Aron fired off an unsubtle happy tweet near the closing bell, inviting his AMC Apes to the movies this weekend…but not Spider-Man.</p><p><blockquote>如果我们不提到，准陷入困境的 AMC 首席执行官亚当-阿伦（Adam Aron）在闭幕钟声临近时发布了一条毫不含糊的快乐推文，邀请他的 AMC 猿类们参加本周末的电影.但不是蜘蛛侠。</blockquote></p><p> Speaking of plunging stocks that have benefited from a long and low interest-rate environment, let’s check in on Robinhood.</p><p><blockquote>说到受益于长期低利率环境的暴跌股票，让我们来看看 Robinhood。</blockquote></p><p> The zero-commission trading app, which in retrospect might have been the face tattoo moment of our descent into cheap money addiction, closed down 2.9% on Tuesday at $19.13, a 49.6% drop from its IPO price in July.</p><p><blockquote>回想起来，这款零佣金交易应用程序可能是我们陷入廉价货币成瘾的面部纹身时刻，周二收盘下跌 2.9%，至 19.13 美元，比 7 月份的 IPO 价格下降了 49.6%。</blockquote></p><p> And when your stock is almost 50% below its IPO price <i>before</i> the SEC comes after your “payment for order flow” business model [which many inside the Beltway and Wall Street think will happen, in some form, in 2022], that’s not great.</p><p><blockquote>当你的股票比IPO价格低近50%时<i>以前</i>美国证券交易委员会（SEC）是在追求你的 “订单流付费 ”商业模式[环城公路和华尔街内部的许多人认为，这种模式将在 2022 年以某种形式出现]，这并不好。</blockquote></p><p> But Robinhood, which is possibly reaping the whirlwind for introducing a new generation of retail investors to “free” options trading and then ticking them off right before the IPO, already has become a darling to short-sellers.</p><p><blockquote>但是，Robinhood 可能会因为向新一代散户投资者介绍 “免费 ”期权交易，然后在 IPO 前对他们进行勾选而收获旋风，但它已经成为卖空者的宠儿。</blockquote></p><p> Shorting Robinhood over the summer was not cheap with the company’s borrowing rate in the nosebleed 75% range, meaning shares would have had to plummet fast for short bets to pay off. But now the rapidly falling share price has not just paid out, it’s lowered the barrier of entry to less-wealthy investors looking to short HOOD.</p><p><blockquote>今年夏天做空 Robinhood 并不便宜，因为该公司的借款利率高达 75%，这意味着股价必须迅速暴跌才能获得回报。但现在，股价的快速下跌不仅带来了回报，还降低了希望做空的不太富裕投资者的进入门槛。</blockquote></p><p> 50% in less than five months? That makes a lot of short-sellers very merry, and can turn some very unmerry former Robinhood users into short-sellers.</p><p><blockquote>不到五个月就达到50%？这让许多卖空者非常高兴，并可以将一些非常不高兴的前 Robinhood 用户变成卖空者。</blockquote></p><p> And we don’t see a lot of dip buyers here in a name that has been down steadily since mid-August. Guess that’s what happens when you kill the MoASS…</p><p><blockquote>我们在这里并没有看到很多逢低买家，因为这个股票自 8 月中旬以来一直在稳步下跌。我猜这就是你杀死莫阿斯时会发生什么..</blockquote></p><p> Per a Tuesday press release from the Trump Media & Technology Group, which is totally a thing because it’s going public with a $1 billion PIPE from Digital World Acquisition Corp.:</p><p><blockquote>根据特朗普媒体与技术集团（Trump Media & Technology Group）周二发布的新闻稿，这完全是因为该公司将获得数字世界收购公司（Digital World Acquisition Corp.</blockquote></p><p></p><p> Trump Media & Technology Group, today announced that it has entered into a wide-ranging technology and cloud services agreement with Rumble Inc. As part of the partnership, Rumble will deliver video and streaming for TRUTH Social. TMTG and Rumble are also in exclusive negotiations for Rumble to provide infrastructure and video delivery services for TMTG’s Subscription Video On-Demand product, TMTG+. That’s cool. TMTG and incoming CEO/outgoing congressman Devin Nunes will get to outsource how he distributes all that premium content to TMTG+ subscribers…once he has any content– or a plan to produce that content.</p><p><blockquote>特朗普媒体技术集团今天宣布，它已经与Rumble Inc.签订了一项广泛的技术和云服务协议。作为合作的一部分，Rumble将为TRUTH Social提供视频和流媒体。TMTG 和 Rumble 还在就 Rumble 为 TMTG 的订阅视频点播产品 TMTG+ 提供基础设施和视频交付服务进行独家谈判。太酷了。TMTG和即将上任的首席执行官/即将离任的国会议员Devin Nunes将外包他如何向TMTG+订户分发所有优质内容……一旦他有任何内容——或制作这些内容的计划。</blockquote></p><p> But it’s also cool for Rumble, which is also going public via a SPAC called CF Acquisition Corp VI.Shares in the conservative answer to YouTube’s SPAC spiked by more than 15% after the bell Tuesday, begging the question: why not just invest in Rumble?</p><p><blockquote>但这对 Rumble 来说也很酷，它也将通过一家名为 CF Acquisition Corp VI 的 SPAC 进行上市。周二收盘后，YouTube SPAC 的保守派回应股价飙升超过 15%，引出了一个问题： 为什么不直接投资 Rumble？</blockquote></p><p> Oh, who are we kidding? No one is buying DWAC/TMTG for the airtight business model or the warrants that are essentially a retail investment hand grenade that you can hold on your Fidelity account once the SEC gives up and lets this thing get merged and listed.</p><p><blockquote>哦，我们在骗谁？没有人购买 DWAC/TMTG 是因为其严密的商业模式或认股权证，这些认股权证本质上是一种散户投资手榴弹，一旦 SEC 放弃并让这件事合并上市，你就可以持有它在你的富达账户上。</blockquote></p><p> TMTG is the purest growth story of all time: no product, huge valuation, fascinating hires, deals before launch. It makes Snapchat’s entrance to public markets look like the D-Day invasion…and it’s trading at 5x on partisan sentiment.</p><p><blockquote>TMTG是有史以来最纯粹的增长故事：没有产品，巨大的估值，迷人的雇佣，上市前的交易。这让 Snapchat 进入公开市场看起来就像 D 日入侵.而且它的交易价格是党派情绪的 5 倍。</blockquote></p><p></p>","source":"lsy1603348471595","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>Things look better for GameStop and AMC as retail buys into a dip, but things still look pretty terrible for Robinhood<blockquote>随着零售购买陷入低迷，游戏驿站和 AMC 的情况看起来有所好转，但 Robinhood 的情况看起来仍然相当糟糕</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\">\nThings look better for GameStop and AMC as retail buys into a dip, but things still look pretty terrible for Robinhood<blockquote>随着零售购买陷入低迷，游戏驿站和 AMC 的情况看起来有所好转，但 Robinhood 的情况看起来仍然相当糟糕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-15 07:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>BTFD, unless its Robinhood</p><p><blockquote>BTFD，除非它的罗宾汉</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d93245b59d137e71fd2ca563fbcc8547\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Meme stocks bounce back on Tuesday Joe Raedle/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>模因股票周二反弹 Joe Raedle/Getty Images</span></p></blockquote></p><p> Who doesn’t love a good dip at Christmas?</p><p><blockquote>谁不喜欢在圣诞节享用美食呢？</blockquote></p><p> Shares of GameStop and AMC Entertainment on Tuesday both bounced back from Monday’s plummet, advancing 7.9% and 5.4%, respectively, as retail investors keyed the move with their long held investment thesis of BTFD, or “buy the f’ing dip.”</p><p><blockquote>游戏驿站和AMC院线的股价周二均从周一的暴跌中反弹，分别上涨 7.9% 和 5.4%，因为散户投资者将他们长期持有的 BTFD 投资论点（即 “逢低买入 ”）作为股价走势的关键。</blockquote></p><p> After GameStop dropped almost 14% and AMC dropped more than 15% to start the week, furious retail investors were back Tuesday supporting some of their favorite tickers.</p><p><blockquote>本周初，游戏驿站股价下跌近 14%，AMC 股价下跌超过 15%，愤怒的散户投资者周二又回来支持他们最喜欢的一些股票。</blockquote></p><p> However, the volume growth of short interest on both stocks was much higher on Tuesday than it was the day previous. Neither meme stock broke the 1% mark on Monday but short interest in GameStop was up more than 7% at Tuesday’s close, and AMC’s short volume rose more than 3.5%, according to data from Ortex.</p><p><blockquote>不过，周二两只股票的空头利息增幅均远高于前一天。Ortex 的数据显示，周一两只 meme 股票均未突破 1% 大关，但截至周二收盘，游戏驿站的空头兴趣上涨了 7% 以上，AMC 的空头成交量上涨了 3.5% 以上。</blockquote></p><p> Fidelity data showed a more narrow [albeit still very wide] buy-to-sell ratio on both stocks compared with Monday. Buy-to-sell ratios are closely watched by the meme crowd because they can be a gauge of investor sentiment.</p><p><blockquote>富达数据显示，与周一相比，这两只股票的买卖比率都有所收窄（尽管仍然非常宽）。买卖比率受到模因人群的密切关注，因为它们可以作为投资者情绪的衡量标准。</blockquote></p><p> The upswing for the popular memes comes as U.S. stock indexes posted back-to-back losses Tuesday and with nearly everyone in finance waiting on the Federal Reserve to announce where it stands on tapering its bond purchases Wednesday.</p><p><blockquote>流行模因的上涨正值美国股指周二连续下跌之际，几乎所有金融界人士都在等待美联储周三宣布其对缩减债券购买的立场。</blockquote></p><p> What impact reduced asset purchases by America’s central bank would potentially have on retail “Apes” HODLing meme stocks remains something of a thought experiment, not to mention the Fed’s eventual lifting of policy rates. [We’re placing our bets on “not much.”] But that action could have a major impact on short-sellers who could be living in a much more target-rich environment, particularly if struggling companies feel the actual pinch of pandemic-era liquidity beginning to drain from financial markets. There’s also the Justice Department wildcard.</p><p><blockquote>美国央行减少资产购买可能会对持有备忘录股票的零售 “猿 ”产生什么影响，这仍然是一个思想实验，更不用说美联储最终会提高政策利率了。[我们把赌注押在 “不多 ”上。]但这一行动可能会对卖空者产生重大影响，因为他们可能生活在一个目标更加丰富的环境中，尤其是如果陷入困境的公司感受到大流行病时代流动性开始从金融市场流出的实际压力。还有司法部的通配符。</blockquote></p><p> But what might be most interesting about Tuesday’s action is that both “mother meme stocks” moved in the opposite direction that the data would indicate if compared side-by-side, meaning the real action remains almost entirely in every kind of options trade fathomable.</p><p><blockquote>但周二的走势最有趣的地方可能是，如果并排比较，这两只 “母股 ”的走势与数据显示的方向相反，这意味着真正的走势几乎完全存在于每种期权交易中。</blockquote></p><p> And we also liked that they moved together because that’s our kink now, and it’s nice to see everyone in MemeLand get along, even if just for a day.</p><p><blockquote>我们也很喜欢他们搬到一起，因为这就是我们现在的癖好，很高兴看到梅梅兰的每个人都能和睦相处，哪怕只是一天。</blockquote></p><p> We’d be remiss not to also include note that quasi-embattled AMC CEO Adam Aron fired off an unsubtle happy tweet near the closing bell, inviting his AMC Apes to the movies this weekend…but not Spider-Man.</p><p><blockquote>如果我们不提到，准陷入困境的 AMC 首席执行官亚当-阿伦（Adam Aron）在闭幕钟声临近时发布了一条毫不含糊的快乐推文，邀请他的 AMC 猿类们参加本周末的电影.但不是蜘蛛侠。</blockquote></p><p> Speaking of plunging stocks that have benefited from a long and low interest-rate environment, let’s check in on Robinhood.</p><p><blockquote>说到受益于长期低利率环境的暴跌股票，让我们来看看 Robinhood。</blockquote></p><p> The zero-commission trading app, which in retrospect might have been the face tattoo moment of our descent into cheap money addiction, closed down 2.9% on Tuesday at $19.13, a 49.6% drop from its IPO price in July.</p><p><blockquote>回想起来，这款零佣金交易应用程序可能是我们陷入廉价货币成瘾的面部纹身时刻，周二收盘下跌 2.9%，至 19.13 美元，比 7 月份的 IPO 价格下降了 49.6%。</blockquote></p><p> And when your stock is almost 50% below its IPO price <i>before</i> the SEC comes after your “payment for order flow” business model [which many inside the Beltway and Wall Street think will happen, in some form, in 2022], that’s not great.</p><p><blockquote>当你的股票比IPO价格低近50%时<i>以前</i>美国证券交易委员会（SEC）是在追求你的 “订单流付费 ”商业模式[环城公路和华尔街内部的许多人认为，这种模式将在 2022 年以某种形式出现]，这并不好。</blockquote></p><p> But Robinhood, which is possibly reaping the whirlwind for introducing a new generation of retail investors to “free” options trading and then ticking them off right before the IPO, already has become a darling to short-sellers.</p><p><blockquote>但是，Robinhood 可能会因为向新一代散户投资者介绍 “免费 ”期权交易，然后在 IPO 前对他们进行勾选而收获旋风，但它已经成为卖空者的宠儿。</blockquote></p><p> Shorting Robinhood over the summer was not cheap with the company’s borrowing rate in the nosebleed 75% range, meaning shares would have had to plummet fast for short bets to pay off. But now the rapidly falling share price has not just paid out, it’s lowered the barrier of entry to less-wealthy investors looking to short HOOD.</p><p><blockquote>今年夏天做空 Robinhood 并不便宜，因为该公司的借款利率高达 75%，这意味着股价必须迅速暴跌才能获得回报。但现在，股价的快速下跌不仅带来了回报，还降低了希望做空的不太富裕投资者的进入门槛。</blockquote></p><p> 50% in less than five months? That makes a lot of short-sellers very merry, and can turn some very unmerry former Robinhood users into short-sellers.</p><p><blockquote>不到五个月就达到50%？这让许多卖空者非常高兴，并可以将一些非常不高兴的前 Robinhood 用户变成卖空者。</blockquote></p><p> And we don’t see a lot of dip buyers here in a name that has been down steadily since mid-August. Guess that’s what happens when you kill the MoASS…</p><p><blockquote>我们在这里并没有看到很多逢低买家，因为这个股票自 8 月中旬以来一直在稳步下跌。我猜这就是你杀死莫阿斯时会发生什么..</blockquote></p><p> Per a Tuesday press release from the Trump Media & Technology Group, which is totally a thing because it’s going public with a $1 billion PIPE from Digital World Acquisition Corp.:</p><p><blockquote>根据特朗普媒体与技术集团（Trump Media & Technology Group）周二发布的新闻稿，这完全是因为该公司将获得数字世界收购公司（Digital World Acquisition Corp.</blockquote></p><p></p><p> Trump Media & Technology Group, today announced that it has entered into a wide-ranging technology and cloud services agreement with Rumble Inc. As part of the partnership, Rumble will deliver video and streaming for TRUTH Social. TMTG and Rumble are also in exclusive negotiations for Rumble to provide infrastructure and video delivery services for TMTG’s Subscription Video On-Demand product, TMTG+. That’s cool. TMTG and incoming CEO/outgoing congressman Devin Nunes will get to outsource how he distributes all that premium content to TMTG+ subscribers…once he has any content– or a plan to produce that content.</p><p><blockquote>特朗普媒体技术集团今天宣布，它已经与Rumble Inc.签订了一项广泛的技术和云服务协议。作为合作的一部分，Rumble将为TRUTH Social提供视频和流媒体。TMTG 和 Rumble 还在就 Rumble 为 TMTG 的订阅视频点播产品 TMTG+ 提供基础设施和视频交付服务进行独家谈判。太酷了。TMTG和即将上任的首席执行官/即将离任的国会议员Devin Nunes将外包他如何向TMTG+订户分发所有优质内容……一旦他有任何内容——或制作这些内容的计划。</blockquote></p><p> But it’s also cool for Rumble, which is also going public via a SPAC called CF Acquisition Corp VI.Shares in the conservative answer to YouTube’s SPAC spiked by more than 15% after the bell Tuesday, begging the question: why not just invest in Rumble?</p><p><blockquote>但这对 Rumble 来说也很酷，它也将通过一家名为 CF Acquisition Corp VI 的 SPAC 进行上市。周二收盘后，YouTube SPAC 的保守派回应股价飙升超过 15%，引出了一个问题： 为什么不直接投资 Rumble？</blockquote></p><p> Oh, who are we kidding? No one is buying DWAC/TMTG for the airtight business model or the warrants that are essentially a retail investment hand grenade that you can hold on your Fidelity account once the SEC gives up and lets this thing get merged and listed.</p><p><blockquote>哦，我们在骗谁？没有人购买 DWAC/TMTG 是因为其严密的商业模式或认股权证，这些认股权证本质上是一种散户投资手榴弹，一旦 SEC 放弃并让这件事合并上市，你就可以持有它在你的富达账户上。</blockquote></p><p> TMTG is the purest growth story of all time: no product, huge valuation, fascinating hires, deals before launch. It makes Snapchat’s entrance to public markets look like the D-Day invasion…and it’s trading at 5x on partisan sentiment.</p><p><blockquote>TMTG是有史以来最纯粹的增长故事：没有产品，巨大的估值，迷人的雇佣，上市前的交易。这让 Snapchat 进入公开市场看起来就像 D 日入侵.而且它的交易价格是党派情绪的 5 倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/things-look-better-for-gamestop-and-amc-as-retail-buys-into-a-dip-but-things-still-look-pretty-terrible-for-robinhood-11639524917?mod=mw_latestnews\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","HOOD":"Robinhood","GME":"游戏驿站"},"source_url":"https://www.marketwatch.com/story/things-look-better-for-gamestop-and-amc-as-retail-buys-into-a-dip-but-things-still-look-pretty-terrible-for-robinhood-11639524917?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126502725","content_text":"BTFD, unless its Robinhood\nMeme stocks bounce back on Tuesday Joe Raedle/Getty Images\n\nWho doesn’t love a good dip at Christmas?\nShares of GameStop and AMC Entertainment on Tuesday both bounced back from Monday’s plummet, advancing 7.9% and 5.4%, respectively, as retail investors keyed the move with their long held investment thesis of BTFD, or “buy the f’ing dip.”\nAfter GameStop dropped almost 14% and AMC dropped more than 15% to start the week, furious retail investors were back Tuesday supporting some of their favorite tickers.\nHowever, the volume growth of short interest on both stocks was much higher on Tuesday than it was the day previous. Neither meme stock broke the 1% mark on Monday but short interest in GameStop was up more than 7% at Tuesday’s close, and AMC’s short volume rose more than 3.5%, according to data from Ortex.\nFidelity data showed a more narrow [albeit still very wide] buy-to-sell ratio on both stocks compared with Monday. Buy-to-sell ratios are closely watched by the meme crowd because they can be a gauge of investor sentiment.\nThe upswing for the popular memes comes as U.S. stock indexes posted back-to-back losses Tuesday and with nearly everyone in finance waiting on the Federal Reserve to announce where it stands on tapering its bond purchases Wednesday.\nWhat impact reduced asset purchases by America’s central bank would potentially have on retail “Apes” HODLing meme stocks remains something of a thought experiment, not to mention the Fed’s eventual lifting of policy rates. [We’re placing our bets on “not much.”] But that action could have a major impact on short-sellers who could be living in a much more target-rich environment, particularly if struggling companies feel the actual pinch of pandemic-era liquidity beginning to drain from financial markets. There’s also the Justice Department wildcard.\nBut what might be most interesting about Tuesday’s action is that both “mother meme stocks” moved in the opposite direction that the data would indicate if compared side-by-side, meaning the real action remains almost entirely in every kind of options trade fathomable.\nAnd we also liked that they moved together because that’s our kink now, and it’s nice to see everyone in MemeLand get along, even if just for a day.\nWe’d be remiss not to also include note that quasi-embattled AMC CEO Adam Aron fired off an unsubtle happy tweet near the closing bell, inviting his AMC Apes to the movies this weekend…but not Spider-Man.\nSpeaking of plunging stocks that have benefited from a long and low interest-rate environment, let’s check in on Robinhood.\nThe zero-commission trading app, which in retrospect might have been the face tattoo moment of our descent into cheap money addiction, closed down 2.9% on Tuesday at $19.13, a 49.6% drop from its IPO price in July.\nAnd when your stock is almost 50% below its IPO price before the SEC comes after your “payment for order flow” business model [which many inside the Beltway and Wall Street think will happen, in some form, in 2022], that’s not great.\nBut Robinhood, which is possibly reaping the whirlwind for introducing a new generation of retail investors to “free” options trading and then ticking them off right before the IPO, already has become a darling to short-sellers.\nShorting Robinhood over the summer was not cheap with the company’s borrowing rate in the nosebleed 75% range, meaning shares would have had to plummet fast for short bets to pay off. But now the rapidly falling share price has not just paid out, it’s lowered the barrier of entry to less-wealthy investors looking to short HOOD.\n50% in less than five months? That makes a lot of short-sellers very merry, and can turn some very unmerry former Robinhood users into short-sellers.\nAnd we don’t see a lot of dip buyers here in a name that has been down steadily since mid-August. Guess that’s what happens when you kill the MoASS…\nPer a Tuesday press release from the Trump Media & Technology Group, which is totally a thing because it’s going public with a $1 billion PIPE from Digital World Acquisition Corp.:\n\n Trump Media & Technology Group, today announced that it has entered into a wide-ranging technology and cloud services agreement with Rumble Inc. As part of the partnership, Rumble will deliver video and streaming for TRUTH Social. TMTG and Rumble are also in exclusive negotiations for Rumble to provide infrastructure and video delivery services for TMTG’s Subscription Video On-Demand product, TMTG+.\n\nThat’s cool. TMTG and incoming CEO/outgoing congressman Devin Nunes will get to outsource how he distributes all that premium content to TMTG+ subscribers…once he has any content– or a plan to produce that content.\nBut it’s also cool for Rumble, which is also going public via a SPAC called CF Acquisition Corp VI.Shares in the conservative answer to YouTube’s SPAC spiked by more than 15% after the bell Tuesday, begging the question: why not just invest in Rumble?\nOh, who are we kidding? No one is buying DWAC/TMTG for the airtight business model or the warrants that are essentially a retail investment hand grenade that you can hold on your Fidelity account once the SEC gives up and lets this thing get merged and listed.\nTMTG is the purest growth story of all time: no product, huge valuation, fascinating hires, deals before launch. It makes Snapchat’s entrance to public markets look like the D-Day invasion…and it’s trading at 5x on partisan sentiment.","news_type":1,"symbols_score_info":{"GME":0.9,"HOOD":0.9,"AMC":0.9,"DWAC":0.9,"CFVI":0.9}},"isVote":1,"tweetType":1,"viewCount":967,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/607822425"}
精彩评论