ok_老虎社区_美港股上老虎

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":824344299,"tweetId":"824344299","gmtCreate":1634285248355,"gmtModify":1634285248516,"author":{"id":3584427442291849,"idStr":"3584427442291849","authorId":3584427442291849,"authorIdStr":"3584427442291849","name":"WayneSing","avatar":"https://static.tigerbbs.com/9ba5be2ddf8347d41eed59a863adfe57","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>ok</body></html>","htmlText":"<html><head></head><body>ok</body></html>","text":"ok","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/824344299","repostId":1123139232,"repostType":4,"repost":{"id":"1123139232","kind":"news","pubTimestamp":1634284219,"share":"https://www.laohu8.com/m/news/1123139232?lang=zh_CN&edition=full","pubTime":"2021-10-15 15:50","market":"us","language":"en","title":"This Earnings Season Was Supposed to Be Terrible. It’s Turning Out Pretty Good.<blockquote>这个财报季本来应该很糟糕。结果相当不错。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123139232","media":"Barrons","summary":"Earnings are beating estimates, stocks are soaring, and analysts are quickly raising numbers.\nThe ag","content":" Earnings are beating estimates, stocks are soaring, and analysts are quickly raising numbers.<blockquote>盈利超出预期，股市飙升，分析师也在迅速提高数据。</blockquote> The aggregate earnings per share result on the S&amp;P 500 had beaten estimates by 11.7% coming into Thursday, according to Credit Suisse. Almost three quarters of companies reporting so far have posted better-then-expected numbers.<blockquote>据瑞士信贷称，截至周四，标普500的每股收益总额超出预期11.7%。迄今为止，近四分之三的公司公布的数据好于预期。</blockquote> The surprisingly robust profits underscore that analysts still are getting a handle on the economy as it continues to recover from the Covid-19 pandemic. A year ago, many companies were being ravaged by lockdowns.<blockquote>令人惊讶的强劲利润突显出，随着经济继续从Covid-19大流行中复苏，分析师仍在掌控经济。一年前，许多公司正遭受封锁的蹂躏。</blockquote> Now many are seeing surging revenue and net income. Sales and EPS on the S&amp;P 500 this quarter are currently expected to rise about 14% and 26% year-over-year, respectively.<blockquote>现在，许多人都看到了收入和净利润的飙升。目前预计本季度标普500的销售额和每股收益将分别同比增长约14%和26%。</blockquote> Earnings this quarter weren’t supposed to be this good. The market was expecting lesser earnings beats, just 4% above estimates as recently as Tuesday. After all, analysts have already revised earnings estimates up significantly&nbsp;this year, as companies were beating by more than 15% earlier in the year. Plus, supply chain constraints and labor shortages are bringing costs higher for companies.<blockquote>本季度的盈利不应该这么好。市场此前预计盈利将低于预期，仅比周二的预期高出4%。毕竟，分析师已经大幅上调了今年的盈利预期，因为今年早些时候公司的盈利预期超过了15%。此外，供应链限制和劳动力短缺正在给企业带来更高的成本。</blockquote> To be sure, a big reason earnings are outperforming are the financials, which had beaten estimates by 22% into Thursday.Banks have posted impressive results all week. Still, even excluding financials, S&amp;P 500 companies were beating profit forecasts by about 5% as of Thursday morning.<blockquote>可以肯定的是，盈利表现优于大盘的一个重要原因是金融股，截至周四，金融股已超出预期22%。银行本周公布了令人印象深刻的业绩。尽管如此，即使不包括金融股，截至周四上午，标普500公司的利润仍超出预期约5%。</blockquote> Share prices are being lifted by the earnings beats.Citigroup&nbsp;(C), Morgan Stanley (MS) and&nbsp;Bank of America&nbsp;(BAC) were all up between 0.7% and 4.5% after earnings, as these banks freed up billions of dollars each that had previously been reserved to absorb potential loan losses. Elsewhere, Domino’s Pizza (DPZ) and&nbsp;Walgreens Boots Alliance&nbsp;(WBA) beat profit expectations, with their stocks rising 0.6% and 7.4%, respectively.Fastenal&nbsp;(FAST) beat estimates and saw its stock rise 3% after earnings. Key to its story: Analysts said the company raised prices enough&nbsp;to offset higher transportation and product costs.<blockquote>股价因财报上涨而上涨。花旗集团(C)、摩根士丹利(MS)和美国银行(BAC)公布财报后均上涨0.7%至4.5%，因为这些银行各自释放了数十亿美元的资金，这些资金此前一直用于吸收潜在的贷款损失。其他方面，达美乐披萨(DPZ)和沃尔格林博姿联盟(WBA)的利润超出预期，股价分别上涨0.6%和7.4%。Fastenal(FAST)超出预期，财报公布后股价上涨3%。其故事的关键是：分析师表示，该公司提高了价格，足以抵消更高的运输和产品成本。</blockquote> It isn’t just companies reporting earnings that investors are rewarding — the broader market is slipping into relief-rally mode. The S&amp;P 500 rose 1.7%. While less than a tenth of companies on the index will have reported by the end of this week, more than 90% of its stocks were rallying Thursday, according to FactSet. Investors seem to be anticipating that earnings will be stronger for companies that haven’t reported yet.<blockquote>投资者获得回报的不仅仅是公司公布收益——更广泛的市场正在滑入缓解反弹模式。标普500上涨1.7%。FactSet的数据显示，虽然该指数中只有不到十分之一的公司将在本周末公布财报，但周四超过90%的股票上涨。投资者似乎预计尚未公布财报的公司的盈利将会更强劲。</blockquote> Going forward, investors will still have to keep a close eye on profit margins. Supply and labor limitations are still a concern — and not every company is like Fastenal. “The focus remains on margin sustainability in this era of rapidly-rising costs,” writes Christopher Harvey, head of equity strategy at Wells Fargo.<blockquote>展望未来，投资者仍需密切关注利润率。供应和劳动力限制仍然是一个问题——而且并非每家公司都像Fastenal一样。富国银行股票策略主管克里斯托弗·哈维写道：“在这个成本快速上升的时代，重点仍然是利润率的可持续性。”</blockquote> The point is that earnings look fine — so far.<blockquote>关键是，到目前为止，盈利看起来不错。</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>This Earnings Season Was Supposed to Be Terrible. It’s Turning Out Pretty Good.<blockquote>这个财报季本来应该很糟糕。结果相当不错。</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\">\nThis Earnings Season Was Supposed to Be Terrible. It’s Turning Out Pretty Good.<blockquote>这个财报季本来应该很糟糕。结果相当不错。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-10-15 15:50\n\n</h4>\n</header>\n<article>\n Earnings are beating estimates, stocks are soaring, and analysts are quickly raising numbers.<blockquote>盈利超出预期，股市飙升，分析师也在迅速提高数据。</blockquote> The aggregate earnings per share result on the S&amp;P 500 had beaten estimates by 11.7% coming into Thursday, according to Credit Suisse. Almost three quarters of companies reporting so far have posted better-then-expected numbers.<blockquote>据瑞士信贷称，截至周四，标普500的每股收益总额超出预期11.7%。迄今为止，近四分之三的公司公布的数据好于预期。</blockquote> The surprisingly robust profits underscore that analysts still are getting a handle on the economy as it continues to recover from the Covid-19 pandemic. A year ago, many companies were being ravaged by lockdowns.<blockquote>令人惊讶的强劲利润突显出，随着经济继续从Covid-19大流行中复苏，分析师仍在掌控经济。一年前，许多公司正遭受封锁的蹂躏。</blockquote> Now many are seeing surging revenue and net income. Sales and EPS on the S&amp;P 500 this quarter are currently expected to rise about 14% and 26% year-over-year, respectively.<blockquote>现在，许多人都看到了收入和净利润的飙升。目前预计本季度标普500的销售额和每股收益将分别同比增长约14%和26%。</blockquote> Earnings this quarter weren’t supposed to be this good. The market was expecting lesser earnings beats, just 4% above estimates as recently as Tuesday. After all, analysts have already revised earnings estimates up significantly&nbsp;this year, as companies were beating by more than 15% earlier in the year. Plus, supply chain constraints and labor shortages are bringing costs higher for companies.<blockquote>本季度的盈利不应该这么好。市场此前预计盈利将低于预期，仅比周二的预期高出4%。毕竟，分析师已经大幅上调了今年的盈利预期，因为今年早些时候公司的盈利预期超过了15%。此外，供应链限制和劳动力短缺正在给企业带来更高的成本。</blockquote> To be sure, a big reason earnings are outperforming are the financials, which had beaten estimates by 22% into Thursday.Banks have posted impressive results all week. Still, even excluding financials, S&amp;P 500 companies were beating profit forecasts by about 5% as of Thursday morning.<blockquote>可以肯定的是，盈利表现优于大盘的一个重要原因是金融股，截至周四，金融股已超出预期22%。银行本周公布了令人印象深刻的业绩。尽管如此，即使不包括金融股，截至周四上午，标普500公司的利润仍超出预期约5%。</blockquote> Share prices are being lifted by the earnings beats.Citigroup&nbsp;(C), Morgan Stanley (MS) and&nbsp;Bank of America&nbsp;(BAC) were all up between 0.7% and 4.5% after earnings, as these banks freed up billions of dollars each that had previously been reserved to absorb potential loan losses. Elsewhere, Domino’s Pizza (DPZ) and&nbsp;Walgreens Boots Alliance&nbsp;(WBA) beat profit expectations, with their stocks rising 0.6% and 7.4%, respectively.Fastenal&nbsp;(FAST) beat estimates and saw its stock rise 3% after earnings. Key to its story: Analysts said the company raised prices enough&nbsp;to offset higher transportation and product costs.<blockquote>股价因财报上涨而上涨。花旗集团(C)、摩根士丹利(MS)和美国银行(BAC)公布财报后均上涨0.7%至4.5%，因为这些银行各自释放了数十亿美元的资金，这些资金此前一直用于吸收潜在的贷款损失。其他方面，达美乐披萨(DPZ)和沃尔格林博姿联盟(WBA)的利润超出预期，股价分别上涨0.6%和7.4%。Fastenal(FAST)超出预期，财报公布后股价上涨3%。其故事的关键是：分析师表示，该公司提高了价格，足以抵消更高的运输和产品成本。</blockquote> It isn’t just companies reporting earnings that investors are rewarding — the broader market is slipping into relief-rally mode. The S&amp;P 500 rose 1.7%. While less than a tenth of companies on the index will have reported by the end of this week, more than 90% of its stocks were rallying Thursday, according to FactSet. Investors seem to be anticipating that earnings will be stronger for companies that haven’t reported yet.<blockquote>投资者获得回报的不仅仅是公司公布收益——更广泛的市场正在滑入缓解反弹模式。标普500上涨1.7%。FactSet的数据显示，虽然该指数中只有不到十分之一的公司将在本周末公布财报，但周四超过90%的股票上涨。投资者似乎预计尚未公布财报的公司的盈利将会更强劲。</blockquote> Going forward, investors will still have to keep a close eye on profit margins. Supply and labor limitations are still a concern — and not every company is like Fastenal. “The focus remains on margin sustainability in this era of rapidly-rising costs,” writes Christopher Harvey, head of equity strategy at Wells Fargo.<blockquote>展望未来，投资者仍需密切关注利润率。供应和劳动力限制仍然是一个问题——而且并非每家公司都像Fastenal一样。富国银行股票策略主管克里斯托弗·哈维写道：“在这个成本快速上升的时代，重点仍然是利润率的可持续性。”</blockquote> The point is that earnings look fine — so far.<blockquote>关键是，到目前为止，盈利看起来不错。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/this-earnings-season-was-supposed-to-be-terrible-its-turning-out-pretty-good-51634242091?mod=hp_LEAD_1\">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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/this-earnings-season-was-supposed-to-be-terrible-its-turning-out-pretty-good-51634242091?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123139232","content_text":"Earnings are beating estimates, stocks are soaring, and analysts are quickly raising numbers.\nThe aggregate earnings per share result on the S&P 500 had beaten estimates by 11.7% coming into Thursday, according to Credit Suisse. Almost three quarters of companies reporting so far have posted better-then-expected numbers.\nThe surprisingly robust profits underscore that analysts still are getting a handle on the economy as it continues to recover from the Covid-19 pandemic. A year ago, many companies were being ravaged by lockdowns.\nNow many are seeing surging revenue and net income. Sales and EPS on the S&P 500 this quarter are currently expected to rise about 14% and 26% year-over-year, respectively.\nEarnings this quarter weren’t supposed to be this good. The market was expecting lesser earnings beats, just 4% above estimates as recently as Tuesday. After all, analysts have already revised earnings estimates up significantly this year, as companies were beating by more than 15% earlier in the year. Plus, supply chain constraints and labor shortages are bringing costs higher for companies.\nTo be sure, a big reason earnings are outperforming are the financials, which had beaten estimates by 22% into Thursday.Banks have posted impressive results all week. Still, even excluding financials, S&P 500 companies were beating profit forecasts by about 5% as of Thursday morning.\nShare prices are being lifted by the earnings beats.Citigroup (C), Morgan Stanley (MS) and Bank of America (BAC) were all up between 0.7% and 4.5% after earnings, as these banks freed up billions of dollars each that had previously been reserved to absorb potential loan losses. Elsewhere, Domino’s Pizza (DPZ) and Walgreens Boots Alliance (WBA) beat profit expectations, with their stocks rising 0.6% and 7.4%, respectively.Fastenal (FAST) beat estimates and saw its stock rise 3% after earnings. Key to its story: Analysts said the company raised prices enough to offset higher transportation and product costs.\nIt isn’t just companies reporting earnings that investors are rewarding — the broader market is slipping into relief-rally mode. The S&P 500 rose 1.7%. While less than a tenth of companies on the index will have reported by the end of this week, more than 90% of its stocks were rallying Thursday, according to FactSet. Investors seem to be anticipating that earnings will be stronger for companies that haven’t reported yet.\nGoing forward, investors will still have to keep a close eye on profit margins. Supply and labor limitations are still a concern — and not every company is like Fastenal. “The focus remains on margin sustainability in this era of rapidly-rising costs,” writes Christopher Harvey, head of equity strategy at Wells Fargo.\nThe point is that earnings look fine — so far.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1647,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/824344299"}