Andrew210782
2021-09-25
Like
Friday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要:另一个波动的财报季的要点</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
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":861535096,"tweetId":"861535096","gmtCreate":1632521368615,"gmtModify":1632714042135,"author":{"id":3583140590641923,"idStr":"3583140590641923","authorId":3583140590641923,"authorIdStr":"3583140590641923","name":"Andrew210782","avatar":"https://static.tigerbbs.com/0e065afa93f953171dd0eb9aaebbe93b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/861535096","repostId":2169153886,"repostType":4,"repost":{"id":"2169153886","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632494459,"share":"https://www.laohu8.com/m/news/2169153886?lang=zh_CN&edition=full","pubTime":"2021-09-24 22:40","market":"hk","language":"en","title":"Friday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要:另一个波动的财报季的要点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2169153886","media":"Benzinga","summary":"For many, Nike’s (NYSE: NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting.","content":"<p> <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b> For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p><p><blockquote><b>每个季度的报告都带来了自己的丘陵和山谷。这是总结...</b>对许多人来说,<b>耐克的</b>(纽约证券交易所代码:NKE)季度报告意味着财报季的非正式结束。虽然距离银行财报发布仅几周时间,标志着第三季度报告的开始,但第二季度<a href=\"https://laohu8.com/S/AONE.U\">一</a>值得注意。自从大约一年半前疫情让大盘陷入混乱以来,每个季度的报告都带来了自己的起伏。</blockquote></p><p> The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>该期间的平均盈利增长率超过93%,是自2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度的盈利环比平均增长超过6%,远高于去年同期水平(尽管与去年的经济背景相比相对容易)。收入也大幅增长,与过去九个季度相比,增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外,不仅有创纪录数量的公司超出了盈利预期,而且与历史水平相比,这些公司超出预期的幅度也要高得多。超过87%的公司在第二季度获胜,并列历史上最高的获胜百分比。2021年第一季度、2020年第四季度、2020年第三季度和2020年第二季度的盈利超出预期分别为87%、79%、84%和82%,显示了过去五个季度的真实实力。就历史背景而言,自1994年以来的平均节拍率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大且受到密切关注的FAANG股票中,<b>亚马逊</b>(纳斯达克:AMZN)是唯一一家报告收入令华尔街失望的公司。这也是这家电子商务巨头自2018年第三季度以来的首次失误,该股在失误后出现了大量抛售(-7.5%)。耐克在报告盈利增长但营收未达预期后也面临一些压力。这家运动服装零售商强调了整个季度一直被提及的一个主要主题:供应链中断。耐克管理层表示,如果不是因为供应链问题,其第一财季销售额将高于报告。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这种逆风何时会得到解决,但随着世界上几个地区继续处于产能减少或封锁状态,这种压力将延续到下个季度。</blockquote></p><p> For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>对于许多人来说,耐克的季度报告意味着财报季的非正式结束。虽然距离银行盈利只有几周时间,标志着第三季度报告的开始,但第二季度值得注意。自从大约一年半前疫情让大盘陷入混乱以来,每个季度的报告都带来了自己的起伏。该期间的平均盈利增长率超过93%,是自2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度的盈利环比平均增长超过6%,远高于去年的水平(尽管与去年的经济背景相比相对容易)。收入也大幅增长,与过去九个季度相比,增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外,不仅有创纪录数量的公司超出了盈利预期,而且与历史水平相比,这些公司超出预期的利润率也高得多。超过87%的公司在第二季度获胜,并列历史上最高的获胜百分比。2021年第一季度、2020年第四季度、2020年第三季度和2020年第二季度的盈利超出预期分别为87%、79%、84%和82%,显示了过去五个季度的真实实力。就历史背景而言,自1994年以来的平均节拍率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大、受到密切关注的FAAMG股票中,亚马逊是唯一一家营收令华尔街失望的公司。这也是这家电子商务巨头自2018年第三季度以来的首次失误,该股在失误后出现了大量抛售(-7.5%)。耐克在报告盈利增长但营收未达预期后也面临一些压力。这家运动服装零售商强调了整个季度一直被提及的一个主要主题:供应链中断。耐克管理层表示,如果不是因为供应链问题,其第一财季销售额将高于报告。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这种逆风何时会得到解决,但随着世界上几个地区继续处于产能减少或封锁状态,这种压力将延续到下个季度。</blockquote></p><p></p>","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>Friday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要:另一个波动的财报季的要点</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\">\nFriday's Market Minute: Takeaways From Another Volatile Earnings Season<blockquote>周五市场纪要:另一个波动的财报季的要点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-09-24 22:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p> <b>Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...</b> For many, <b>Nike’s </b>(NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was <a href=\"https://laohu8.com/S/AONE.U\">one</a> worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.</p><p><blockquote><b>每个季度的报告都带来了自己的丘陵和山谷。这是总结...</b>对许多人来说,<b>耐克的</b>(纽约证券交易所代码:NKE)季度报告意味着财报季的非正式结束。虽然距离银行财报发布仅几周时间,标志着第三季度报告的开始,但第二季度<a href=\"https://laohu8.com/S/AONE.U\">一</a>值得注意。自从大约一年半前疫情让大盘陷入混乱以来,每个季度的报告都带来了自己的起伏。</blockquote></p><p> The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>该期间的平均盈利增长率超过93%,是自2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度的盈利环比平均增长超过6%,远高于去年同期水平(尽管与去年的经济背景相比相对容易)。收入也大幅增长,与过去九个季度相比,增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外,不仅有创纪录数量的公司超出了盈利预期,而且与历史水平相比,这些公司超出预期的幅度也要高得多。超过87%的公司在第二季度获胜,并列历史上最高的获胜百分比。2021年第一季度、2020年第四季度、2020年第三季度和2020年第二季度的盈利超出预期分别为87%、79%、84%和82%,显示了过去五个季度的真实实力。就历史背景而言,自1994年以来的平均节拍率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAANG stocks, <b>Amazon </b>(NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大且受到密切关注的FAANG股票中,<b>亚马逊</b>(纳斯达克:AMZN)是唯一一家报告收入令华尔街失望的公司。这也是这家电子商务巨头自2018年第三季度以来的首次失误,该股在失误后出现了大量抛售(-7.5%)。耐克在报告盈利增长但营收未达预期后也面临一些压力。这家运动服装零售商强调了整个季度一直被提及的一个主要主题:供应链中断。耐克管理层表示,如果不是因为供应链问题,其第一财季销售额将高于报告。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这种逆风何时会得到解决,但随着世界上几个地区继续处于产能减少或封锁状态,这种压力将延续到下个季度。</blockquote></p><p> For many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.</p><p><blockquote>对于许多人来说,耐克的季度报告意味着财报季的非正式结束。虽然距离银行盈利只有几周时间,标志着第三季度报告的开始,但第二季度值得注意。自从大约一年半前疫情让大盘陷入混乱以来,每个季度的报告都带来了自己的起伏。该期间的平均盈利增长率超过93%,是自2009年第四季度以来的最高纪录。从2021年第一季度到2021年第二季度的盈利环比平均增长超过6%,远高于去年的水平(尽管与去年的经济背景相比相对容易)。收入也大幅增长,与过去九个季度相比,增幅最大。</blockquote></p><p> Plus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.</p><p><blockquote>此外,不仅有创纪录数量的公司超出了盈利预期,而且与历史水平相比,这些公司超出预期的利润率也高得多。超过87%的公司在第二季度获胜,并列历史上最高的获胜百分比。2021年第一季度、2020年第四季度、2020年第三季度和2020年第二季度的盈利超出预期分别为87%、79%、84%和82%,显示了过去五个季度的真实实力。就历史背景而言,自1994年以来的平均节拍率约为66%。</blockquote></p><p> Within the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.</p><p><blockquote>在交易量大、受到密切关注的FAAMG股票中,亚马逊是唯一一家营收令华尔街失望的公司。这也是这家电子商务巨头自2018年第三季度以来的首次失误,该股在失误后出现了大量抛售(-7.5%)。耐克在报告盈利增长但营收未达预期后也面临一些压力。这家运动服装零售商强调了整个季度一直被提及的一个主要主题:供应链中断。耐克管理层表示,如果不是因为供应链问题,其第一财季销售额将高于报告。</blockquote></p><p> While it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.</p><p><blockquote>虽然尚不清楚如何衡量这种逆风何时会得到解决,但随着世界上几个地区继续处于产能减少或封锁状态,这种压力将延续到下个季度。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169153886","content_text":"Each quarter’s reports have brought on their own set of hills and valleys. Here is the Summary...\n\nFor many, Nike’s (NYSE:NKE) quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third-quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys.\nThe average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well above year-ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, but these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. The earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAANG stocks, Amazon (NASDAQ:AMZN) was the only company that reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on the top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.\nFor many, Nike’s quarterly report means the unofficial end to earnings season. While bank earnings are now only a few weeks away, marking the start to the third quarter reports, the second quarter was one worth noting. Since the pandemic sent the broader market into disarray roughly a year and a half ago, each quarter’s reports have brought on their own set of hills and valleys. The average earnings growth for the period was over 93%, which is the highest on record since 4Q of 2009. On a quarter-over-quarter basis, earnings grew over 6% on average from 1Q21 to 2Q21 and were well-above year ago levels (although facing relatively easy comps to last year’s economic backdrop). Revenue also grew substantially, posting the largest improvement compared to the last nine quarters.\nPlus, not only was there a record amount of companies beating earnings estimates, these companies also beat expectations by a much higher margin compared to historical levels. Over 87% of companies beat in 2Q, which tied for the highest percentage beat rate in history. Earnings beat was also 87% in 1Q21, 79% in 4Q20, 84% in 3Q20, and 82% in 2Q20 – showing the real strength of the last five quarters. For historical context, the average beat rate since 1994 stands at roughly 66%.\nWithin the heavily traded and scrutinized FAAMG stocks, Amazon was the only company who reported revenue that disappointed the Street. It was also the e-commerce giant’s first miss since 3Q of 2018, and the stock saw a good amount of selling following the miss (-7.5%). Nike also saw some pressure after reporting a bottom-line beat, but a miss on top line. The athletic apparel retailer highlighted one major theme that has been mentioned consistently throughout the quarter: supply chain disruptions. Nike’s management said its fiscal 1Q sales would have been higher than reported, if not for supply-chain issues.\nWhile it is unclear how to gauge when this headwind will be resolved, as several parts of the world continue in a reduced capacity or lockdown, this is a pressure that is extended into the upcoming quarter.","news_type":1,"symbols_score_info":{"AMZN":0.9,"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":2121,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/861535096"}
精彩评论