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2021-12-30

S&P has been on a tear.

抱歉，原内容已删除

2021-12-29

Steady. Just DCA for the long haul

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2021-12-28

Most stable winner: VOO!

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2021-12-27

Rally again!

Wall Street Bets S&P 500 Will Say Goodbye to Outsize Stock Gains in 2022<blockquote>华尔街押注标普500将在 2022 年告别股价大幅上涨</blockquote>

2021-12-26

HD has been a giant, like nvidia

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2021-12-25

Buy black Swan and turn it to golden goose. Lol

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2021-12-24

Time to chiong!

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2021-12-23

Buy the dip works again and again.

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2021-12-22

Is the slump over?

Travel and leisure stocks gained in early trading<blockquote>旅游休闲股早盘上涨</blockquote>

2021-12-21

Buy Nike for long term

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2021-12-20

Nike is gd for long term

Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>

2021-12-19

Apple for the win! Strong cash flows

苹果公司又因专利诉讼被告上法庭这次是地图专利侵权

2021-12-18

Apple for the long term!

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2021-12-17

Google for the win. Super resilient and strong monooly

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2021-12-16

Buy the metaverse. Confident

市场综述：什么情况？元宇宙沾边就涨，龙头股4天翻倍

2021-12-16

Buy the dip. If drop too much, Fed will come in.

Why the Fed May Have to Kill the Stock Market’s Rally to Quash Inflation<blockquote>为什么美联储可能不得不扼杀股市反弹来抑制通胀</blockquote>

2021-12-15

SOXL for the win!

Chip Stocks May Slow After Scorching Three-Year Streak<blockquote>芯片股在连续三年上涨后可能会放缓</blockquote>

2021-12-13

Amazing apple

Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote>

2021-12-12

let's go baba!

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2021-12-11

Let's go Christmas rally!

抱歉，原内容已删除

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has been on a tear.&nbsp;","listText":"S&amp;P has been on a tear.&nbsp;","text":"S&P has been on a tear.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692901423","repostId":"2195466435","repostType":4,"isVote":1,"tweetType":1,"viewCount":3974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696512599,"gmtCreate":1640734500964,"gmtModify":1640734501449,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Steady. Just DCA for the long haul","listText":"Steady. Just DCA for the long haul","text":"Steady. Just DCA for the long haul","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696512599","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696196652,"gmtCreate":1640647124851,"gmtModify":1640647126156,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Most stable winner: VOO!","listText":"Most stable winner: VOO!","text":"Most stable winner: VOO!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696196652","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698724857,"gmtCreate":1640562713501,"gmtModify":1640562714004,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Rally again!","listText":"Rally again!","text":"Rally again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698724857","repostId":"1152446317","repostType":4,"repost":{"id":"1152446317","kind":"news","pubTimestamp":1640562302,"share":"https://www.laohunote.com/m/news/1152446317?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:45","market":"us","language":"en","title":"Wall Street Bets S&P 500 Will Say Goodbye to Outsize Stock Gains in 2022<blockquote>华尔街押注标普500将在 2022 年告别股价大幅上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152446317","media":"WSJ","summary":"U.S. stocks are on track to end 2021 with another year of outsize gains. Many investors aren’t expec","content":"<p>U.S. stocks are on track to end 2021 with another year of outsize gains. Many investors aren’t expecting a repeat in 2022.</p><p><blockquote>美国股市有望在 2021 年底迎来又一年大幅上涨。许多投资者预计 2022 年不会重演。</blockquote></p><p> The S&amp;P 500 has climbed 26% so far in 2021, after rising 16% in 2020. Rip-roaring corporate profits and easy monetary policy have fueled the run. Earnings growth is expected to moderate next year, and the Federal Reserve is pursuing&nbsp;plans to raise interest rates, chipping away at key supports for the stock market’s rally.</p><p><blockquote>继 2020 年上涨 16% 之后，2021 年迄今已上涨 26%。暴涨的企业利润和宽松的货币政策助长了这场挤兑。预计明年盈利增长将放缓，美联储正在推行加息计划，削弱股市反弹的关键支撑位。</blockquote></p><p> When rates are low, investors tend to load up on risk assets such as stocks to generate returns. When inflation accelerates and policy makers raise interest rates, the value of companies’ future earnings drops and investors have more alternatives for places to make money.</p><p><blockquote>当利率较低时，投资者倾向于买入股票等风险资产以产生回报。当通货膨胀加速，政策制定者提高利率时，公司未来盈利的价值就会下降，投资者就有了更多赚钱的选择。</blockquote></p><p> Rock-bottom interest rates early in 2020 helped propel equity valuations higher, and they have remained elevated in the months since. Many analysts and investors now believe that increasing rates are likely to keep valuations from rising further, and might cause them to fall.</p><p><blockquote>2020 年初的最低利率帮助推高了股票估值，并且在此后的几个月里一直保持在高位。许多分析师和投资者现在认为，加息可能会阻止估值进一步上升，并可能导致估值下跌。</blockquote></p><p> Though stock indexes often continue to rise early in a cycle of interest-rate increases, tighter monetary policy puts portfolio managers on a shorter leash and makes many of them guarded about taking on more risk.</p><p><blockquote>尽管在加息周期的早期，股票指数通常会继续上涨，但收紧的货币政策让投资组合经理的时间变得更短，并使他们中的许多人对承担更多风险持谨慎态度。</blockquote></p><p> “We know there’s going to be a rate hike,” said Tiffany Wade, senior portfolio manager at Columbia Threadneedle Investments. “How soon before that do you start to position around valuations maybe coming off?”</p><p><blockquote>“Columbia Threadneedle Investments 高级投资组合经理蒂芙尼-韦德（Tiffany Wade）说：”我们知道将会加息。“在此之前，你多久会开始围绕可能下跌的估值进行定位？”</blockquote></p><p> The S&amp;P 500 traded last week at about 21 times its projected earnings over the next 12 months, above a five-year average of a little less than 19 times, according to FactSet.</p><p><blockquote>根据 FactSet 的数据，标普500上周的交易价格约为未来 12 个月预期市盈率的 21 倍，高于略低于 19 倍的五年平均水平。</blockquote></p><p> Some strategists think the shift in monetary policy could help limit stock gains to levels more in keeping with their long-term trend. The S&amp;P 500 has averaged an annual gain of 8.4% from 1957, the year it was introduced, through last year. But it is coming off three much stronger years. The index jumped 29% in 2019, even more than its advances in 2020 and so far in 2021.</p><p><blockquote>一些策略师认为，货币政策的转变可能有助于将股票涨幅限制在更符合长期趋势的水平。从1957年推出的那一年到去年，标普500的平均年增长率为8.4%。但它即将迎来更加强劲的三年。该指数在2019年上涨了29%，甚至超过了2020年和2021年迄今为止的涨幅。</blockquote></p><p> “That’s not normal,” said Joseph Amato, president and chief investment officer of equities at asset manager Neuberger Berman. “That’s been an extraordinary period of return, and our expectation is you’re not going to see that kind of market performance in ’22.”</p><p><blockquote>“资产管理公司 Neuberger Berman 总裁兼股票首席投资官约瑟夫-阿马托（Joseph Amato）说：”这不正常。“那是一个非同寻常的回报期，我们预计 22 年不会有这样的市场表现。”</blockquote></p><p> There is reason, of course, to be humble about stock predictions: Analysts can’t forecast world events, or even how the market will react to them. Many analysts thought stocks would plunge throughout 2020 after the Covid-19 pandemic hit the U.S. A year ago, analysts underestimated the strength of the market’s 2021 rally.</p><p><blockquote>当然，我们有理由对股票预测保持谦逊： 分析师无法预测世界大事，甚至无法预测市场会如何反应。许多分析师认为，在 Covid-19 大流行袭击美国后，股市将在 2020 年全年暴跌。一年前，分析师低估了市场 2021 年反弹的力度。</blockquote></p><p> “One year is such a short period that it’s really hard to accurately forecast where stocks will be in a year from now,” said Aneet Chachra, portfolio manager at Janus Henderson Investors.</p><p><blockquote>“Janus Henderson Investors 投资组合经理 Aneet Chachra 说：”一年的时间很短，很难准确预测一年后股市的走势。</blockquote></p><p> Still, many of the structures that have supported the market will fade next year. Gains in 2020 and 2021 have been propped up by government spending and central-bank interventions, including the near-zero interest rates.</p><p><blockquote>尽管如此，许多支撑市场的结构将在明年消失。2020 年和 2021 年的收益受到政府支出和央行干预（包括接近于零的利率）的支撑。</blockquote></p><p> This month the Fed laid the groundwork for&nbsp;interest-rate increases&nbsp;starting as early as next spring and approved plans to wind down a bond-buying stimulus program more quickly. Democrats’ roughly $2 trillion&nbsp;education, healthcare and climate package&nbsp;faces an uncertain future after Sen. Joe Manchin (D., W.Va.) said last week he would oppose it.</p><p><blockquote>本月，美联储为最早明年春季开始加息奠定了基础，并批准了更快结束债券购买刺激计划的计划。民主党约2万亿美元的教育、医疗和气候一揽子计划面临着不确定的未来，因为参议员乔-曼钦（Joe Manchin，民主党，西弗吉尼亚州）上周表示他将反对该计划。</blockquote></p><p> Wall Street strategists are forecasting smaller gains for the S&amp;P 500 in 2022. Among 13 banks and financial services firms whose analysts have published 2022 forecasts, the average target for the S&amp;P 500 to end next year is 4940, about 4.5% above where the index closed Thursday.</p><p><blockquote>华尔街策略师预测标普500 2022 年涨幅将较小。在分析师发布 2022 年预测的 13 家银行和金融服务公司中，明年年底标普500的平均目标为 4940 点，比周四指数收盘价高出约 4.5%。</blockquote></p><p> On the high end of next year’s projections, strategists at BMO Capital Markets are forecasting the S&amp;P 500 will finish 2022 at 5300, 12% above its current level. The BMO team expects company earnings growth will help push stocks higher.</p><p><blockquote>蒙特利尔银行资本市场（BMO Capital Markets）的策略师预测，标普500 2022年底将达到5300点，比目前水平高出12%。BMO 团队预计公司盈利增长将有助于推高股价。</blockquote></p><p> Strategists at Morgan Stanley, meanwhile, said their central scenario was for the S&amp;P 500 to end the year at 4400, a drop of 6.9%. They expect price/earnings multiples to fall next year as bond yields rise.</p><p><blockquote>与此同时，摩根士丹利的策略师表示，他们的中心情景是标普500年底收于 4400 点，下跌 6.9%。他们预计，随着债券收益率上升，明年市盈率将下降。</blockquote></p><p> Slimmed-down valuations would be especially significant for a stock index such as the S&amp;P 500, since it is&nbsp;driven by big tech stocks&nbsp;that often trade at high multiples.Microsoft&nbsp;Corp.,Nvidia&nbsp;Corp.,Apple&nbsp;Inc.,Alphabet&nbsp;Inc.andTeslaInc.recently accounted for about one-third of the benchmark’s gains this year. Tesla traded last week at about 123 times its projected earnings over the next 12 months, while Nvidia traded at about 58 times.</p><p><blockquote>微软公司、英伟达公司、苹果公司、Alphabet公司和特斯拉公司最近约占该基准今年涨幅的三分之一。特斯拉上周的市盈率约为其未来 12 个月预期市盈率的 123 倍，而英伟达的市盈率约为 58 倍。</blockquote></p><p> Profits at big U.S. companies are expected to grow next year, though at a slower pace than this year’s surge. Analysts estimate that earnings from S&amp;P 500 companies will rise 9.2% in 2022, according to FactSet, down from the predicted 45% profit growth in 2021.</p><p><blockquote>美国大公司的利润预计明年将增长，但增长速度将低于今年的增长速度。FactSet 的数据显示，分析师预计 2022 年标普500公司的盈利将增长 9.2%，低于 2021 年 45% 的利润增长预测。</blockquote></p><p></p><p> Still, many investors said that earnings are a reason to be confident that the market rally can last.</p><p><blockquote>尽管如此，许多投资者表示，盈利是对市场反弹能够持续充满信心的一个理由。</blockquote></p><p> “It’s easy to find a lot of things that can go wrong,” said Steve Kolano, chief investment officer at BNY Mellon Investor Solutions. “At the end of the day, earnings drive the equity markets.”</p><p><blockquote>“纽约梅隆银行投资者解决方案公司首席投资官史蒂夫-科拉诺（Steve Kolano）说：”很容易发现很多可能出错的事情。“归根结底，盈利推动股市走势。”</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>Wall Street Bets S&P 500 Will Say Goodbye to Outsize Stock Gains in 2022<blockquote>华尔街押注标普500将在 2022 年告别股价大幅上涨</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\">\nWall Street Bets S&P 500 Will Say Goodbye to Outsize Stock Gains in 2022<blockquote>华尔街押注标普500将在 2022 年告别股价大幅上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-12-27 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stocks are on track to end 2021 with another year of outsize gains. Many investors aren’t expecting a repeat in 2022.</p><p><blockquote>美国股市有望在 2021 年底迎来又一年大幅上涨。许多投资者预计 2022 年不会重演。</blockquote></p><p> The S&amp;P 500 has climbed 26% so far in 2021, after rising 16% in 2020. Rip-roaring corporate profits and easy monetary policy have fueled the run. Earnings growth is expected to moderate next year, and the Federal Reserve is pursuing&nbsp;plans to raise interest rates, chipping away at key supports for the stock market’s rally.</p><p><blockquote>继 2020 年上涨 16% 之后，2021 年迄今已上涨 26%。暴涨的企业利润和宽松的货币政策助长了这场挤兑。预计明年盈利增长将放缓，美联储正在推行加息计划，削弱股市反弹的关键支撑位。</blockquote></p><p> When rates are low, investors tend to load up on risk assets such as stocks to generate returns. When inflation accelerates and policy makers raise interest rates, the value of companies’ future earnings drops and investors have more alternatives for places to make money.</p><p><blockquote>当利率较低时，投资者倾向于买入股票等风险资产以产生回报。当通货膨胀加速，政策制定者提高利率时，公司未来盈利的价值就会下降，投资者就有了更多赚钱的选择。</blockquote></p><p> Rock-bottom interest rates early in 2020 helped propel equity valuations higher, and they have remained elevated in the months since. Many analysts and investors now believe that increasing rates are likely to keep valuations from rising further, and might cause them to fall.</p><p><blockquote>2020 年初的最低利率帮助推高了股票估值，并且在此后的几个月里一直保持在高位。许多分析师和投资者现在认为，加息可能会阻止估值进一步上升，并可能导致估值下跌。</blockquote></p><p> Though stock indexes often continue to rise early in a cycle of interest-rate increases, tighter monetary policy puts portfolio managers on a shorter leash and makes many of them guarded about taking on more risk.</p><p><blockquote>尽管在加息周期的早期，股票指数通常会继续上涨，但收紧的货币政策让投资组合经理的时间变得更短，并使他们中的许多人对承担更多风险持谨慎态度。</blockquote></p><p> “We know there’s going to be a rate hike,” said Tiffany Wade, senior portfolio manager at Columbia Threadneedle Investments. “How soon before that do you start to position around valuations maybe coming off?”</p><p><blockquote>“Columbia Threadneedle Investments 高级投资组合经理蒂芙尼-韦德（Tiffany Wade）说：”我们知道将会加息。“在此之前，你多久会开始围绕可能下跌的估值进行定位？”</blockquote></p><p> The S&amp;P 500 traded last week at about 21 times its projected earnings over the next 12 months, above a five-year average of a little less than 19 times, according to FactSet.</p><p><blockquote>根据 FactSet 的数据，标普500上周的交易价格约为未来 12 个月预期市盈率的 21 倍，高于略低于 19 倍的五年平均水平。</blockquote></p><p> Some strategists think the shift in monetary policy could help limit stock gains to levels more in keeping with their long-term trend. The S&amp;P 500 has averaged an annual gain of 8.4% from 1957, the year it was introduced, through last year. But it is coming off three much stronger years. The index jumped 29% in 2019, even more than its advances in 2020 and so far in 2021.</p><p><blockquote>一些策略师认为，货币政策的转变可能有助于将股票涨幅限制在更符合长期趋势的水平。从1957年推出的那一年到去年，标普500的平均年增长率为8.4%。但它即将迎来更加强劲的三年。该指数在2019年上涨了29%，甚至超过了2020年和2021年迄今为止的涨幅。</blockquote></p><p> “That’s not normal,” said Joseph Amato, president and chief investment officer of equities at asset manager Neuberger Berman. “That’s been an extraordinary period of return, and our expectation is you’re not going to see that kind of market performance in ’22.”</p><p><blockquote>“资产管理公司 Neuberger Berman 总裁兼股票首席投资官约瑟夫-阿马托（Joseph Amato）说：”这不正常。“那是一个非同寻常的回报期，我们预计 22 年不会有这样的市场表现。”</blockquote></p><p> There is reason, of course, to be humble about stock predictions: Analysts can’t forecast world events, or even how the market will react to them. Many analysts thought stocks would plunge throughout 2020 after the Covid-19 pandemic hit the U.S. A year ago, analysts underestimated the strength of the market’s 2021 rally.</p><p><blockquote>当然，我们有理由对股票预测保持谦逊： 分析师无法预测世界大事，甚至无法预测市场会如何反应。许多分析师认为，在 Covid-19 大流行袭击美国后，股市将在 2020 年全年暴跌。一年前，分析师低估了市场 2021 年反弹的力度。</blockquote></p><p> “One year is such a short period that it’s really hard to accurately forecast where stocks will be in a year from now,” said Aneet Chachra, portfolio manager at Janus Henderson Investors.</p><p><blockquote>“Janus Henderson Investors 投资组合经理 Aneet Chachra 说：”一年的时间很短，很难准确预测一年后股市的走势。</blockquote></p><p> Still, many of the structures that have supported the market will fade next year. Gains in 2020 and 2021 have been propped up by government spending and central-bank interventions, including the near-zero interest rates.</p><p><blockquote>尽管如此，许多支撑市场的结构将在明年消失。2020 年和 2021 年的收益受到政府支出和央行干预（包括接近于零的利率）的支撑。</blockquote></p><p> This month the Fed laid the groundwork for&nbsp;interest-rate increases&nbsp;starting as early as next spring and approved plans to wind down a bond-buying stimulus program more quickly. Democrats’ roughly $2 trillion&nbsp;education, healthcare and climate package&nbsp;faces an uncertain future after Sen. Joe Manchin (D., W.Va.) said last week he would oppose it.</p><p><blockquote>本月，美联储为最早明年春季开始加息奠定了基础，并批准了更快结束债券购买刺激计划的计划。民主党约2万亿美元的教育、医疗和气候一揽子计划面临着不确定的未来，因为参议员乔-曼钦（Joe Manchin，民主党，西弗吉尼亚州）上周表示他将反对该计划。</blockquote></p><p> Wall Street strategists are forecasting smaller gains for the S&amp;P 500 in 2022. Among 13 banks and financial services firms whose analysts have published 2022 forecasts, the average target for the S&amp;P 500 to end next year is 4940, about 4.5% above where the index closed Thursday.</p><p><blockquote>华尔街策略师预测标普500 2022 年涨幅将较小。在分析师发布 2022 年预测的 13 家银行和金融服务公司中，明年年底标普500的平均目标为 4940 点，比周四指数收盘价高出约 4.5%。</blockquote></p><p> On the high end of next year’s projections, strategists at BMO Capital Markets are forecasting the S&amp;P 500 will finish 2022 at 5300, 12% above its current level. The BMO team expects company earnings growth will help push stocks higher.</p><p><blockquote>蒙特利尔银行资本市场（BMO Capital Markets）的策略师预测，标普500 2022年底将达到5300点，比目前水平高出12%。BMO 团队预计公司盈利增长将有助于推高股价。</blockquote></p><p> Strategists at Morgan Stanley, meanwhile, said their central scenario was for the S&amp;P 500 to end the year at 4400, a drop of 6.9%. They expect price/earnings multiples to fall next year as bond yields rise.</p><p><blockquote>与此同时，摩根士丹利的策略师表示，他们的中心情景是标普500年底收于 4400 点，下跌 6.9%。他们预计，随着债券收益率上升，明年市盈率将下降。</blockquote></p><p> Slimmed-down valuations would be especially significant for a stock index such as the S&amp;P 500, since it is&nbsp;driven by big tech stocks&nbsp;that often trade at high multiples.Microsoft&nbsp;Corp.,Nvidia&nbsp;Corp.,Apple&nbsp;Inc.,Alphabet&nbsp;Inc.andTeslaInc.recently accounted for about one-third of the benchmark’s gains this year. Tesla traded last week at about 123 times its projected earnings over the next 12 months, while Nvidia traded at about 58 times.</p><p><blockquote>微软公司、英伟达公司、苹果公司、Alphabet公司和特斯拉公司最近约占该基准今年涨幅的三分之一。特斯拉上周的市盈率约为其未来 12 个月预期市盈率的 123 倍，而英伟达的市盈率约为 58 倍。</blockquote></p><p> Profits at big U.S. companies are expected to grow next year, though at a slower pace than this year’s surge. Analysts estimate that earnings from S&amp;P 500 companies will rise 9.2% in 2022, according to FactSet, down from the predicted 45% profit growth in 2021.</p><p><blockquote>美国大公司的利润预计明年将增长，但增长速度将低于今年的增长速度。FactSet 的数据显示，分析师预计 2022 年标普500公司的盈利将增长 9.2%，低于 2021 年 45% 的利润增长预测。</blockquote></p><p></p><p> Still, many investors said that earnings are a reason to be confident that the market rally can last.</p><p><blockquote>尽管如此，许多投资者表示，盈利是对市场反弹能够持续充满信心的一个理由。</blockquote></p><p> “It’s easy to find a lot of things that can go wrong,” said Steve Kolano, chief investment officer at BNY Mellon Investor Solutions. “At the end of the day, earnings drive the equity markets.”</p><p><blockquote>“纽约梅隆银行投资者解决方案公司首席投资官史蒂夫-科拉诺（Steve Kolano）说：”很容易发现很多可能出错的事情。“归根结底，盈利推动股市走势。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/wall-street-bets-s-p-500-will-say-goodbye-to-outsize-stock-gains-in-2022-11640514607?mod=hp_lead_pos3\">WSJ</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":{"GOOG":"谷歌",".SPX":"S&P 500 Index","NVDA":"英伟达","AAPL":"苹果","MSFT":"微软"},"source_url":"https://www.wsj.com/articles/wall-street-bets-s-p-500-will-say-goodbye-to-outsize-stock-gains-in-2022-11640514607?mod=hp_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152446317","content_text":"U.S. stocks are on track to end 2021 with another year of outsize gains. Many investors aren’t expecting a repeat in 2022.\nThe S&P 500 has climbed 26% so far in 2021, after rising 16% in 2020. Rip-roaring corporate profits and easy monetary policy have fueled the run. Earnings growth is expected to moderate next year, and the Federal Reserve is pursuing plans to raise interest rates, chipping away at key supports for the stock market’s rally.\nWhen rates are low, investors tend to load up on risk assets such as stocks to generate returns. When inflation accelerates and policy makers raise interest rates, the value of companies’ future earnings drops and investors have more alternatives for places to make money.\nRock-bottom interest rates early in 2020 helped propel equity valuations higher, and they have remained elevated in the months since. Many analysts and investors now believe that increasing rates are likely to keep valuations from rising further, and might cause them to fall.\nThough stock indexes often continue to rise early in a cycle of interest-rate increases, tighter monetary policy puts portfolio managers on a shorter leash and makes many of them guarded about taking on more risk.\n“We know there’s going to be a rate hike,” said Tiffany Wade, senior portfolio manager at Columbia Threadneedle Investments. “How soon before that do you start to position around valuations maybe coming off?”\nThe S&P 500 traded last week at about 21 times its projected earnings over the next 12 months, above a five-year average of a little less than 19 times, according to FactSet.\nSome strategists think the shift in monetary policy could help limit stock gains to levels more in keeping with their long-term trend. The S&P 500 has averaged an annual gain of 8.4% from 1957, the year it was introduced, through last year. But it is coming off three much stronger years. The index jumped 29% in 2019, even more than its advances in 2020 and so far in 2021.\n“That’s not normal,” said Joseph Amato, president and chief investment officer of equities at asset manager Neuberger Berman. “That’s been an extraordinary period of return, and our expectation is you’re not going to see that kind of market performance in ’22.”\nThere is reason, of course, to be humble about stock predictions: Analysts can’t forecast world events, or even how the market will react to them. Many analysts thought stocks would plunge throughout 2020 after the Covid-19 pandemic hit the U.S. A year ago, analysts underestimated the strength of the market’s 2021 rally.\n“One year is such a short period that it’s really hard to accurately forecast where stocks will be in a year from now,” said Aneet Chachra, portfolio manager at Janus Henderson Investors.\nStill, many of the structures that have supported the market will fade next year. Gains in 2020 and 2021 have been propped up by government spending and central-bank interventions, including the near-zero interest rates.\nThis month the Fed laid the groundwork for interest-rate increases starting as early as next spring and approved plans to wind down a bond-buying stimulus program more quickly. Democrats’ roughly $2 trillion education, healthcare and climate package faces an uncertain future after Sen. Joe Manchin (D., W.Va.) said last week he would oppose it.\nWall Street strategists are forecasting smaller gains for the S&P 500 in 2022. Among 13 banks and financial services firms whose analysts have published 2022 forecasts, the average target for the S&P 500 to end next year is 4940, about 4.5% above where the index closed Thursday.\nOn the high end of next year’s projections, strategists at BMO Capital Markets are forecasting the S&P 500 will finish 2022 at 5300, 12% above its current level. The BMO team expects company earnings growth will help push stocks higher.\nStrategists at Morgan Stanley, meanwhile, said their central scenario was for the S&P 500 to end the year at 4400, a drop of 6.9%. They expect price/earnings multiples to fall next year as bond yields rise.\nSlimmed-down valuations would be especially significant for a stock index such as the S&P 500, since it is driven by big tech stocks that often trade at high multiples.Microsoft Corp.,Nvidia Corp.,Apple Inc.,Alphabet Inc.andTeslaInc.recently accounted for about one-third of the benchmark’s gains this year. Tesla traded last week at about 123 times its projected earnings over the next 12 months, while Nvidia traded at about 58 times.\nProfits at big U.S. companies are expected to grow next year, though at a slower pace than this year’s surge. Analysts estimate that earnings from S&P 500 companies will rise 9.2% in 2022, according to FactSet, down from the predicted 45% profit growth in 2021.\nStill, many investors said that earnings are a reason to be confident that the market rally can last.\n“It’s easy to find a lot of things that can go wrong,” said Steve Kolano, chief investment officer at BNY Mellon Investor Solutions. “At the end of the day, earnings drive the equity markets.”","news_type":1,"symbols_score_info":{"NVDA":0.9,"MSFT":0.9,"GOOG":0.9,"AAPL":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698528055,"gmtCreate":1640473642316,"gmtModify":1640473642811,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"HD has been a giant, like nvidia","listText":"HD has been a giant, like nvidia","text":"HD has been a giant, like nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698528055","repostId":"2193317305","repostType":4,"isVote":1,"tweetType":1,"viewCount":4104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698623845,"gmtCreate":1640388603418,"gmtModify":1640388603964,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Buy black Swan and turn it to golden goose. Lol","listText":"Buy black Swan and turn it to golden goose. Lol","text":"Buy black Swan and turn it to golden goose. Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698623845","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":2940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698395271,"gmtCreate":1640301760901,"gmtModify":1640301762911,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Time to chiong!","listText":"Time to chiong!","text":"Time to chiong!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698395271","repostId":"1139149278","repostType":4,"isVote":1,"tweetType":1,"viewCount":3929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691241625,"gmtCreate":1640215638969,"gmtModify":1640215639490,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Buy the dip works again and&nbsp;again.&nbsp;","listText":"Buy the dip works again and&nbsp;again.&nbsp;","text":"Buy the dip works again and again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691241625","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":3128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691969197,"gmtCreate":1640126651155,"gmtModify":1640126651628,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Is the slump over?","listText":"Is the slump over?","text":"Is the slump over?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691969197","repostId":"1154778445","repostType":4,"repost":{"id":"1154778445","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640099685,"share":"https://www.laohunote.com/m/news/1154778445?lang=zh_CN&edition=full","pubTime":"2021-12-21 23:14","market":"us","language":"en","title":"Travel and leisure stocks gained in early trading<blockquote>旅游休闲股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154778445","media":"Tiger Newspress","summary":"Travel and leisure stocks gained in early trading. UAl, AAL, DAL and LUV shares were up between 4% a","content":"<p>Travel and leisure stocks&nbsp;gained&nbsp;in&nbsp;early&nbsp;trading.&nbsp;UAl,&nbsp;AAL,&nbsp;DAL&nbsp;and&nbsp;LUV&nbsp;shares&nbsp;were&nbsp;up&nbsp;between&nbsp;4%&nbsp;and&nbsp;7%.</p><p><blockquote>旅游和休闲股早盘上涨。UAl、AAL、DAL和LUV股价上涨4%至7%。</blockquote></p><p> CCL,&nbsp;RCL&nbsp;and&nbsp;NCLH&nbsp;shares&nbsp;rose&nbsp;between&nbsp;5%&nbsp;and&nbsp;8%.<img src=\"https://static.tigerbbs.com/99687d6e84a5baa64ead27263c83b24f\" tg-width=\"977\" tg-height=\"429\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/73210a8a9af665735a288bce4bf3b1cd\" tg-width=\"998\" tg-height=\"340\" referrerpolicy=\"no-referrer\">The Omicron coronavirus variant is rapidly spreading across the U.S. just as the holiday season’s busiest travel period gets under way.</p><p><blockquote>CCL、RCL 和 NCLH 股价上涨 5% 至 8%。奥密克戎冠状病毒变种正在美国各地迅速传播，而此时正值假期最繁忙的旅行时期。</blockquote></p><p> However, there appear to be no signs yet of the new variant significantly affecting air travel in the U.S. in the run up to Christmas.</p><p><blockquote>然而，似乎还没有迹象表明这种新变种会在圣诞节前对美国的航空旅行产生重大影响。</blockquote></p><p> More than two million people passed through airport security checkpoints on Monday for the fifth consecutive day, according to Transportation Security Administration data. The numbers have been tracking at between 81% and 85% of traveler throughput against the same days in 2019, although the peak holiday travel days are ahead.</p><p><blockquote>根据运输安全管理局的数据，周一连续第五天有超过200万人通过机场安检。与2019年同期相比，这些数字一直在81%至85%之间，尽管假日旅游高峰期即将到来。</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>Travel and leisure stocks gained in early trading<blockquote>旅游休闲股早盘上涨</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\">\nTravel and leisure stocks gained in early trading<blockquote>旅游休闲股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-21 23:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Travel and leisure stocks&nbsp;gained&nbsp;in&nbsp;early&nbsp;trading.&nbsp;UAl,&nbsp;AAL,&nbsp;DAL&nbsp;and&nbsp;LUV&nbsp;shares&nbsp;were&nbsp;up&nbsp;between&nbsp;4%&nbsp;and&nbsp;7%.</p><p><blockquote>旅游和休闲股早盘上涨。UAl、AAL、DAL和LUV股价上涨4%至7%。</blockquote></p><p> CCL,&nbsp;RCL&nbsp;and&nbsp;NCLH&nbsp;shares&nbsp;rose&nbsp;between&nbsp;5%&nbsp;and&nbsp;8%.<img src=\"https://static.tigerbbs.com/99687d6e84a5baa64ead27263c83b24f\" tg-width=\"977\" tg-height=\"429\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/73210a8a9af665735a288bce4bf3b1cd\" tg-width=\"998\" tg-height=\"340\" referrerpolicy=\"no-referrer\">The Omicron coronavirus variant is rapidly spreading across the U.S. just as the holiday season’s busiest travel period gets under way.</p><p><blockquote>CCL、RCL 和 NCLH 股价上涨 5% 至 8%。奥密克戎冠状病毒变种正在美国各地迅速传播，而此时正值假期最繁忙的旅行时期。</blockquote></p><p> However, there appear to be no signs yet of the new variant significantly affecting air travel in the U.S. in the run up to Christmas.</p><p><blockquote>然而，似乎还没有迹象表明这种新变种会在圣诞节前对美国的航空旅行产生重大影响。</blockquote></p><p> More than two million people passed through airport security checkpoints on Monday for the fifth consecutive day, according to Transportation Security Administration data. The numbers have been tracking at between 81% and 85% of traveler throughput against the same days in 2019, although the peak holiday travel days are ahead.</p><p><blockquote>根据运输安全管理局的数据，周一连续第五天有超过200万人通过机场安检。与2019年同期相比，这些数字一直在81%至85%之间，尽管假日旅游高峰期即将到来。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","RCL":"皇家加勒比邮轮","NCLH":"挪威邮轮","DAL":"达美航空","LUV":"西南航空","CCL":"嘉年华邮轮","AAL":"美国航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154778445","content_text":"Travel and leisure stocks gained in early trading. UAl, AAL, DAL and LUV shares were up between 4% and 7%.\nCCL, RCL and NCLH shares rose between 5% and 8%.The Omicron coronavirus variant is rapidly spreading across the U.S. just as the holiday season’s busiest travel period gets under way.\nHowever, there appear to be no signs yet of the new variant significantly affecting air travel in the U.S. in the run up to Christmas.\nMore than two million people passed through airport security checkpoints on Monday for the fifth consecutive day, according to Transportation Security Administration data. The numbers have been tracking at between 81% and 85% of traveler throughput against the same days in 2019, although the peak holiday travel days are ahead.","news_type":1,"symbols_score_info":{"RCL":0.9,"DAL":0.9,"AAL":0.9,"UAL":0.9,"CCL":0.9,"NCLH":0.9,"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":3455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693210908,"gmtCreate":1640038263333,"gmtModify":1640038263859,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Buy Nike for long term","listText":"Buy Nike for long term","text":"Buy Nike for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693210908","repostId":"2193139546","repostType":2,"isVote":1,"tweetType":1,"viewCount":3785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693991657,"gmtCreate":1639957985766,"gmtModify":1639957986266,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Nike is gd for long term","listText":"Nike is gd for long term","text":"Nike is gd for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693991657","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohunote.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>","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>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</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":{".SPX":"S&P 500 Index","GIS":"通用磨坊",".DJI":"道琼斯","PAYX":"沛齐","CTAS":"信达思",".IXIC":"NASDAQ Composite","MU":"美光科技","KMX":"车美仕"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{".SPX":0.9,"CTAS":0.9,".DJI":0.9,"MU":0.9,"PAYX":0.9,"KMX":0.9,"GIS":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699492129,"gmtCreate":1639873283367,"gmtModify":1639873283875,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Apple for the win! Strong cash flows","listText":"Apple for the win! Strong cash flows","text":"Apple for the win! Strong cash flows","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699492129","repostId":"2192051809","repostType":2,"repost":{"id":"2192051809","kind":"news","pubTimestamp":1639872000,"share":"https://www.laohunote.com/m/news/2192051809?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:00","market":"us","language":"zh","title":"苹果公司又因专利诉讼被告上法庭 这次是地图专利侵权","url":"https://stock-news.laohu8.com/highlight/detail?id=2192051809","media":"CNMO","summary":"近日苹果又因一纸诉讼被告上法庭，这已经是今年数次关于苹果涉嫌法律纠纷中的一次，相信大家也已经屡见不鲜。与之不同的，这次苹果涉县的是一起专利诉讼。非执业实体 Traxcell Technologies， LLC就苹果地图侵权一事将该公司告上法庭，并且这已经是第二次发起的诉讼。并指出，苹果公司在今年在8月时候试图让法院裁定相关指控无效。Traxcell 要求法院判决被告支付侵权损害与专利赔偿，并针对涉案的苹果设备下达永久禁令","content":"<html><body><p>近日<a href=\"https://laohu8.com/S/AAPL\">苹果</a>又因一纸诉讼被告上法庭，这已经是今年数次关于苹果涉嫌法律纠纷中的一次，相信大家也已经屡见不鲜。与之不同的，这次苹果涉县的是一起专利诉讼。非执业实体 Traxcell Technologies， LLC就苹果地图侵权一事将该公司告上法庭，并且这已经是第二次发起的诉讼。</p>\n<figure>\n<img h=\"338\" src=\"http://n.sinaimg.cn/spider20211219/138/w600h338/20211219/ab4d-32ce2b3425770497bad525e52af48855.jpg\" w=\"600\"/>\n<h2>Apple Map涉嫌侵权（图源来自网络）</h2>\n</figure>\n<p cms-style=\"font-L isIntable \">该诉讼的主要内容涉及了10，820，147 号美国专利，具体内容为“提供离线和在线地理导航信息的移动无线设备”技术相关。诉状中包含了涉嫌侵权的内容，并举出了相关的实例，包括如何利用 GPS、蓝牙、Wi-Fi 和手机基站来确定大致的位置，以及“为通信设备用户提供从某处抵达另一处地点”的导航帮助。</p>\n<p cms-style=\"font-L isIntable \">Traxcell 表示苹果故意侵犯了该专利，苹果硬件里的，包括 iPhone、iPad以及Mac中向用户所提供 Apple Maps 服务，都是在“积极地怂恿”他人侵犯 Traxcell 的知识产权。并指出，苹果公司在今年在8月时候试图让法院裁定相关指控无效。Traxcell 要求法院判决被告支付侵权损害与专利赔偿，并针对涉案的苹果设备下达永久禁令</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>苹果公司又因专利诉讼被告上法庭 这次是地图专利侵权</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n苹果公司又因专利诉讼被告上法庭 这次是地图专利侵权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 08:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/2021-12-19/detail-ikyamrmy9855556.d.html?vt=4><strong>CNMO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日苹果又因一纸诉讼被告上法庭，这已经是今年数次关于苹果涉嫌法律纠纷中的一次，相信大家也已经屡见不鲜。与之不同的，这次苹果涉县的是一起专利诉讼。非执业实体 Traxcell Technologies， LLC就苹果地图侵权一事将该公司告上法庭，并且这已经是第二次发起的诉讼。\n\n\nApple Map涉嫌侵权（图源来自网络）\n\n该诉讼的主要内容涉及了10，820，147 号美国专利，具体内容为“提供...</p>\n\n<a href=\"https://tech.sina.cn/2021-12-19/detail-ikyamrmy9855556.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20211219/2ff1-79500d18ff787a23a2037f25789a42c1.jpg/w120h90l50t1fe0.jpg","relate_stocks":{"BK4550":"红杉资本持仓","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","AAPL":"苹果","BK4559":"巴菲特持仓","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4501":"段永平概念","BK4566":"资本集团"},"source_url":"https://tech.sina.cn/2021-12-19/detail-ikyamrmy9855556.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192051809","content_text":"近日苹果又因一纸诉讼被告上法庭，这已经是今年数次关于苹果涉嫌法律纠纷中的一次，相信大家也已经屡见不鲜。与之不同的，这次苹果涉县的是一起专利诉讼。非执业实体 Traxcell Technologies， LLC就苹果地图侵权一事将该公司告上法庭，并且这已经是第二次发起的诉讼。\n\n\nApple Map涉嫌侵权（图源来自网络）\n\n该诉讼的主要内容涉及了10，820，147 号美国专利，具体内容为“提供离线和在线地理导航信息的移动无线设备”技术相关。诉状中包含了涉嫌侵权的内容，并举出了相关的实例，包括如何利用 GPS、蓝牙、Wi-Fi 和手机基站来确定大致的位置，以及“为通信设备用户提供从某处抵达另一处地点”的导航帮助。\nTraxcell 表示苹果故意侵犯了该专利，苹果硬件里的，包括 iPhone、iPad以及Mac中向用户所提供 Apple Maps 服务，都是在“积极地怂恿”他人侵犯 Traxcell 的知识产权。并指出，苹果公司在今年在8月时候试图让法院裁定相关指控无效。Traxcell 要求法院判决被告支付侵权损害与专利赔偿，并针对涉案的苹果设备下达永久禁令","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699699985,"gmtCreate":1639788311923,"gmtModify":1639788312409,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Apple for the long term!&nbsp;","listText":"Apple for the long term!&nbsp;","text":"Apple for the long term!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699699985","repostId":"2192744939","repostType":2,"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690528680,"gmtCreate":1639695717344,"gmtModify":1639695717862,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Google for the win. Super resilient and strong monooly","listText":"Google for the win. Super resilient and strong monooly","text":"Google for the win. Super resilient and strong monooly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690528680","repostId":"2191945281","repostType":4,"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690197073,"gmtCreate":1639646077727,"gmtModify":1639646091453,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Buy the metaverse. Confident","listText":"Buy the metaverse. Confident","text":"Buy the metaverse. Confident","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690197073","repostId":"1185807512","repostType":2,"repost":{"id":"1185807512","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639642251,"share":"https://www.laohunote.com/m/news/1185807512?lang=zh_CN&edition=full","pubTime":"2021-12-16 16:10","market":"sh","language":"zh","title":"市场综述：什么情况？元宇宙沾边就涨，龙头股4天翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1185807512","media":"老虎资讯综合","summary":"要闻\n报告：2021年中国游戏市场实际销售收入同比增长6.4%\n中国音数协游戏工委等发布《2021年中国游戏产业报告》显示，2021年，中国游戏市场实际销售收入2965.13亿元，比2020年增加了1","content":"<p><b>要闻</b></p>\n<p><b>报告：2021年中国游戏市场实际销售收入同比增长6.4%</b></p>\n<p>中国音数协游戏工委等发布《2021年中国游戏产业报告》显示，2021年，中国游戏市场实际销售收入2965.13亿元，比2020年增加了178.26亿元，同比增长6.4%。虽然实际销售收入依然保持增长态势，但是增幅比例较去年同比缩减近15%。</p>\n<p><b>发改委：11月份全社会用电量同比增长3.1%</b></p>\n<p>国家发展改革委新闻发言人表示，1—11月份全国全社会用电量同比增长11.4%。其中，一产、二产、三产和居民生活用电量同比分别增长18.1%、10.2%、19%和7.5%。分地区看，全国19个省（区、市）用电增速超过12%，其中西藏、湖北、江西、青海、四川、浙江、福建7个省（区）增速超过15%。11月份，全社会用电量同比增长3.1%(前值6.1%)。</p>\n<p><b>港股</b></p>\n<p>港股午后回升，三大指数尾盘皆由跌转涨。恒指涨0.23%，国指涨0.08%，恒生科技指数涨0.46%，盘中曾大跌近2%创新低。</p>\n<p><img src=\"https://static.tigerbbs.com/9f710bc60948a900fdca7beac9fd1850\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>盘面上，煤价企稳回升，煤炭板块全天强势领涨，<a href=\"https://laohu8.com/S/01171\">兖州煤业</a>飙涨超24%领衔走高，<a href=\"https://laohu8.com/S/01898\">中煤能源</a>涨超12%，<a href=\"https://laohu8.com/S/01088\">中国神华</a>等皆上涨；昨日大跌的生物技术股集体反弹，<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/002821\">凯莱英</a>皆升超10%，电力股、港口航运股持续活跃，教育股、餐饮股、钢铁股普涨，物管股与内房股亦拉升反弹。另一方面，半导体股表现最弱，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>皆下跌，烟草概念股、内银股、手游股普跌。大型科技股涨跌不一，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超3%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨近2%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>跌3%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌1.4%。</p>\n<p><b>A股</b></p>\n<p>两市主要指数上涨，沪指早盘红盘震荡，午后持续走高，全天收涨0.75%报3675点，深成指涨0.58%报15112点，创业板指涨0.74%报3490点。两市2977股上涨，1443股下跌，成交额连续40个交易日在万亿上方，北上资金净买入58.85亿。</p>\n<p><img src=\"https://static.tigerbbs.com/409c1305a6844ea952eeaa7cb2dc3628\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>周期板块表现突出，煤炭股全线大涨，<a href=\"https://laohu8.com/S/601898\">中煤能源</a>等多股涨停；钢铁板块全天强势，宝钢涨超6%；油气、环保、建筑、传媒娱乐等板块大涨靠前，氢能源概念午后大涨，<a href=\"https://laohu8.com/S/000723\">美锦能源</a>等股涨停。白酒板块领跌，<a href=\"https://laohu8.com/S/600809\">山西汾酒</a>跌6.5%。元宇宙概念现涨停潮，龙头<a href=\"https://laohu8.com/S/300612\">宣亚国际</a>20%涨停，这是其连续第4个涨停，短短的4日暴涨超一倍；<a href=\"https://laohu8.com/S/300045\">华力创通</a>亦20%涨停，<a href=\"https://laohu8.com/S/300578\">会畅通讯</a>、<a href=\"https://laohu8.com/S/300624\">万兴科技</a>、<a href=\"https://laohu8.com/S/600640\">新国脉</a>等10股涨停或涨超10%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07210fef01256b9990d896d8a79bd6b0\" tg-width=\"460\" tg-height=\"403\" referrerpolicy=\"no-referrer\"><span>元宇宙概念股</span></p>\n<p><b>美股</b></p>\n<p>美股股指期货小幅走高，截至发稿，道指期货涨0.36%；纳斯达克100指数期货涨0.68%；标普500指数期货涨0.48%。</p>\n<p><img src=\"https://static.tigerbbs.com/f07a1c34f3c058243769c1190230592b\" tg-width=\"385\" tg-height=\"183\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧股</b></p>\n<p>欧洲主要指数集体大幅高开，截止发稿，德国DAX指数涨1.59%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.18%，法国CAC40指数涨1.62%，欧洲斯托克50指数涨1.86%。</p>\n<p><img src=\"https://static.tigerbbs.com/e36516b20672777eb4226ec3575e041a\" tg-width=\"815\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货延续涨势，截止发稿，WTI原油报71.64美元/桶，涨1.09%；布油现报74.58美元/桶，涨0.95%。</p>\n<p>因美国库存数据显示消费者需求强劲；但因变异毒株加速传染以及美联储加息预期，油价存下行风险；警惕变异毒株传染在某些国家和地区加速爆发。</p>\n<p><img src=\"https://static.tigerbbs.com/3fd9bf6740112cba724f7d996b177000\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bd5bc6d6af3630365c39619dce47a99a\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货继续走高，现涨1.25%，报1786.6美元/盎司。</p>\n<p>尽管美指止跌企稳，投资者将注意力从美联储转移到其他关键的央行会议上。英国央行和欧洲央行将在日内晚些时候公布新政。</p>\n<p><img src=\"https://static.tigerbbs.com/e811cafc24779962d2c4b160f6508357\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></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>市场综述：什么情况？元宇宙沾边就涨，龙头股4天翻倍</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; 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*/\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n市场综述：什么情况？元宇宙沾边就涨，龙头股4天翻倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-16 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>要闻</b></p>\n<p><b>报告：2021年中国游戏市场实际销售收入同比增长6.4%</b></p>\n<p>中国音数协游戏工委等发布《2021年中国游戏产业报告》显示，2021年，中国游戏市场实际销售收入2965.13亿元，比2020年增加了178.26亿元，同比增长6.4%。虽然实际销售收入依然保持增长态势，但是增幅比例较去年同比缩减近15%。</p>\n<p><b>发改委：11月份全社会用电量同比增长3.1%</b></p>\n<p>国家发展改革委新闻发言人表示，1—11月份全国全社会用电量同比增长11.4%。其中，一产、二产、三产和居民生活用电量同比分别增长18.1%、10.2%、19%和7.5%。分地区看，全国19个省（区、市）用电增速超过12%，其中西藏、湖北、江西、青海、四川、浙江、福建7个省（区）增速超过15%。11月份，全社会用电量同比增长3.1%(前值6.1%)。</p>\n<p><b>港股</b></p>\n<p>港股午后回升，三大指数尾盘皆由跌转涨。恒指涨0.23%，国指涨0.08%，恒生科技指数涨0.46%，盘中曾大跌近2%创新低。</p>\n<p><img src=\"https://static.tigerbbs.com/9f710bc60948a900fdca7beac9fd1850\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>盘面上，煤价企稳回升，煤炭板块全天强势领涨，<a href=\"https://laohu8.com/S/01171\">兖州煤业</a>飙涨超24%领衔走高，<a href=\"https://laohu8.com/S/01898\">中煤能源</a>涨超12%，<a href=\"https://laohu8.com/S/01088\">中国神华</a>等皆上涨；昨日大跌的生物技术股集体反弹，<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/002821\">凯莱英</a>皆升超10%，电力股、港口航运股持续活跃，教育股、餐饮股、钢铁股普涨，物管股与内房股亦拉升反弹。另一方面，半导体股表现最弱，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>皆下跌，烟草概念股、内银股、手游股普跌。大型科技股涨跌不一，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超3%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨近2%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>跌3%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌1.4%。</p>\n<p><b>A股</b></p>\n<p>两市主要指数上涨，沪指早盘红盘震荡，午后持续走高，全天收涨0.75%报3675点，深成指涨0.58%报15112点，创业板指涨0.74%报3490点。两市2977股上涨，1443股下跌，成交额连续40个交易日在万亿上方，北上资金净买入58.85亿。</p>\n<p><img src=\"https://static.tigerbbs.com/409c1305a6844ea952eeaa7cb2dc3628\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>周期板块表现突出，煤炭股全线大涨，<a href=\"https://laohu8.com/S/601898\">中煤能源</a>等多股涨停；钢铁板块全天强势，宝钢涨超6%；油气、环保、建筑、传媒娱乐等板块大涨靠前，氢能源概念午后大涨，<a href=\"https://laohu8.com/S/000723\">美锦能源</a>等股涨停。白酒板块领跌，<a href=\"https://laohu8.com/S/600809\">山西汾酒</a>跌6.5%。元宇宙概念现涨停潮，龙头<a href=\"https://laohu8.com/S/300612\">宣亚国际</a>20%涨停，这是其连续第4个涨停，短短的4日暴涨超一倍；<a href=\"https://laohu8.com/S/300045\">华力创通</a>亦20%涨停，<a href=\"https://laohu8.com/S/300578\">会畅通讯</a>、<a href=\"https://laohu8.com/S/300624\">万兴科技</a>、<a href=\"https://laohu8.com/S/600640\">新国脉</a>等10股涨停或涨超10%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07210fef01256b9990d896d8a79bd6b0\" tg-width=\"460\" tg-height=\"403\" referrerpolicy=\"no-referrer\"><span>元宇宙概念股</span></p>\n<p><b>美股</b></p>\n<p>美股股指期货小幅走高，截至发稿，道指期货涨0.36%；纳斯达克100指数期货涨0.68%；标普500指数期货涨0.48%。</p>\n<p><img src=\"https://static.tigerbbs.com/f07a1c34f3c058243769c1190230592b\" tg-width=\"385\" tg-height=\"183\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧股</b></p>\n<p>欧洲主要指数集体大幅高开，截止发稿，德国DAX指数涨1.59%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.18%，法国CAC40指数涨1.62%，欧洲斯托克50指数涨1.86%。</p>\n<p><img src=\"https://static.tigerbbs.com/e36516b20672777eb4226ec3575e041a\" tg-width=\"815\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货延续涨势，截止发稿，WTI原油报71.64美元/桶，涨1.09%；布油现报74.58美元/桶，涨0.95%。</p>\n<p>因美国库存数据显示消费者需求强劲；但因变异毒株加速传染以及美联储加息预期，油价存下行风险；警惕变异毒株传染在某些国家和地区加速爆发。</p>\n<p><img src=\"https://static.tigerbbs.com/3fd9bf6740112cba724f7d996b177000\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bd5bc6d6af3630365c39619dce47a99a\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货继续走高，现涨1.25%，报1786.6美元/盎司。</p>\n<p>尽管美指止跌企稳，投资者将注意力从美联储转移到其他关键的央行会议上。英国央行和欧洲央行将在日内晚些时候公布新政。</p>\n<p><img src=\"https://static.tigerbbs.com/e811cafc24779962d2c4b160f6508357\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指",".SPX":"S&P 500 Index","000001.SH":"上证指数","HSI":"恒生指数","HSCCI":"红筹指数",".DJI":"道琼斯","00981":"中芯国际",".IXIC":"NASDAQ Composite","HSTECH":"恒生科技指数","HSCEI":"国企指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185807512","content_text":"要闻\n报告：2021年中国游戏市场实际销售收入同比增长6.4%\n中国音数协游戏工委等发布《2021年中国游戏产业报告》显示，2021年，中国游戏市场实际销售收入2965.13亿元，比2020年增加了178.26亿元，同比增长6.4%。虽然实际销售收入依然保持增长态势，但是增幅比例较去年同比缩减近15%。\n发改委：11月份全社会用电量同比增长3.1%\n国家发展改革委新闻发言人表示，1—11月份全国全社会用电量同比增长11.4%。其中，一产、二产、三产和居民生活用电量同比分别增长18.1%、10.2%、19%和7.5%。分地区看，全国19个省（区、市）用电增速超过12%，其中西藏、湖北、江西、青海、四川、浙江、福建7个省（区）增速超过15%。11月份，全社会用电量同比增长3.1%(前值6.1%)。\n港股\n港股午后回升，三大指数尾盘皆由跌转涨。恒指涨0.23%，国指涨0.08%，恒生科技指数涨0.46%，盘中曾大跌近2%创新低。\n\n盘面上，煤价企稳回升，煤炭板块全天强势领涨，兖州煤业飙涨超24%领衔走高，中煤能源涨超12%，中国神华等皆上涨；昨日大跌的生物技术股集体反弹，药明生物、凯莱英皆升超10%，电力股、港口航运股持续活跃，教育股、餐饮股、钢铁股普涨，物管股与内房股亦拉升反弹。另一方面，半导体股表现最弱，华虹半导体、中芯国际皆下跌，烟草概念股、内银股、手游股普跌。大型科技股涨跌不一，快手-W涨超3%，百度集团-SW涨近2%，京东集团-SW跌3%，美团-W跌1.4%。\nA股\n两市主要指数上涨，沪指早盘红盘震荡，午后持续走高，全天收涨0.75%报3675点，深成指涨0.58%报15112点，创业板指涨0.74%报3490点。两市2977股上涨，1443股下跌，成交额连续40个交易日在万亿上方，北上资金净买入58.85亿。\n\n周期板块表现突出，煤炭股全线大涨，中煤能源等多股涨停；钢铁板块全天强势，宝钢涨超6%；油气、环保、建筑、传媒娱乐等板块大涨靠前，氢能源概念午后大涨，美锦能源等股涨停。白酒板块领跌，山西汾酒跌6.5%。元宇宙概念现涨停潮，龙头宣亚国际20%涨停，这是其连续第4个涨停，短短的4日暴涨超一倍；华力创通亦20%涨停，会畅通讯、万兴科技、新国脉等10股涨停或涨超10%。\n元宇宙概念股\n美股\n美股股指期货小幅走高，截至发稿，道指期货涨0.36%；纳斯达克100指数期货涨0.68%；标普500指数期货涨0.48%。\n\n欧股\n欧洲主要指数集体大幅高开，截止发稿，德国DAX指数涨1.59%，英国富时100指数涨1.18%，法国CAC40指数涨1.62%，欧洲斯托克50指数涨1.86%。\n\n原油\n原油期货延续涨势，截止发稿，WTI原油报71.64美元/桶，涨1.09%；布油现报74.58美元/桶，涨0.95%。\n因美国库存数据显示消费者需求强劲；但因变异毒株加速传染以及美联储加息预期，油价存下行风险；警惕变异毒株传染在某些国家和地区加速爆发。\n\n黄金\n黄金期货继续走高，现涨1.25%，报1786.6美元/盎司。\n尽管美指止跌企稳，投资者将注意力从美联储转移到其他关键的央行会议上。英国央行和欧洲央行将在日内晚些时候公布新政。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"HSCCI":0.9,".DJI":0.9,"000001.SH":0.9,"HSCEI":0.9,"HSTECH":0.9,"00981":0.9,"HSI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690976044,"gmtCreate":1639627074090,"gmtModify":1639627074603,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Buy the dip. If drop too much, Fed will come in.","listText":"Buy the dip. If drop too much, Fed will come in.","text":"Buy the dip. If drop too much, Fed will come in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690976044","repostId":"1106884978","repostType":4,"repost":{"id":"1106884978","kind":"news","pubTimestamp":1639625066,"share":"https://www.laohunote.com/m/news/1106884978?lang=zh_CN&edition=full","pubTime":"2021-12-16 11:24","market":"us","language":"en","title":"Why the Fed May Have to Kill the Stock Market’s Rally to Quash Inflation<blockquote>为什么美联储可能不得不扼杀股市反弹来抑制通胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106884978","media":"Barrons","summary":"Inflation will ease markedly while interest rates remain historically low and negative in real terms","content":"<p>Inflation will ease markedly while interest rates remain historically low and negative in real terms, even as the labor market returns to full employment, according to the latest economic projections from the Federal Reserve.</p><p><blockquote>根据美联储的最新经济预测，即使劳动力市场恢复充分就业，通胀也将明显放缓，而实际利率仍将处于历史低位且为负。</blockquote></p><p> This would be the best of all economic possible worlds. Indeed, it is a forecast worthy of Dr. Pangloss from Voltaire’s <i>Candide</i>, who called this the best of all possible worlds—in contradiction to the reality around him.</p><p><blockquote>这将是所有可能的经济世界中最好的。事实上，这是伏尔泰笔下庞格洛斯博士的预言。<i>老年人</i>他称之为所有可能的世界中最好的——与他周围的现实相矛盾。</blockquote></p><p> In an apparent sigh of relief Wednesday, stocks reversed earlier losses following the widely anticipated announcement by the Federal Open Market Committee that it will taper its purchases of Treasury and agency mortgage securities twice as quickly as previously indicated, by a total of $60 billion per month in January.</p><p><blockquote>周三，美国联邦公开市场委员会（Federal Open Market Committee）宣布，将以先前表示的两倍的速度缩减国债和机构抵押贷款证券的购买，1 月份每月总计减少 600 亿美元，股市明显松了一口气，扭转了早些时候的跌势。</blockquote></p><p> That, in turn, would set the stage for the initial liftoff in the federal-funds target rate, from the current rock-bottom 0%-0.25%, by the spring. According to the FOMC’s “dot plot” of forecasts of committee members, their median guess is for three quarter-percentage point increases by the end of 2022, with another three hikes in 2023 and two more by the end of 2024.</p><p><blockquote>这反过来又将为联邦基金目标利率在春季从目前的最低点 0%-0.25% 初步上调创造条件。根据联邦公开市场委员会（FOMC）委员会成员预测的 “点阵图”，他们的中位数猜测是到2022年底将加息三次四分之一个百分点，2023年再加息三次，2024年底再加息两次。</blockquote></p><p> Conventional wisdom calls this a hawkish pivot, which it may be given that the Fed’s previous dots envisioned only a single quarter-point hike next year and maybe a couple more in 2023. But Fed Chairman Jerome Powell admitted inflation has proved anything but transitory (with the T word excised from the FOMC’s policy statement). And at his press conference, he acknowledged the labor market has made much faster progress toward the central bank’s goal of full employment than expected.</p><p><blockquote>传统智慧 评级 这是一个鹰派转向，这可能是因为美联储之前的观点设想明年只加息一次四分之一个百分点，2023 年可能还会加息几个百分点。但美联储主席杰罗姆-鲍威尔（Jerome Powell）承认，事实证明通胀绝不是暂时的（联邦公开市场委员会的政策声明中删除了 T 字）。在新闻发布会上，他承认劳动力市场在实现央行充分就业目标方面取得的进展比预期要快得多。</blockquote></p><p> “Powell did his job to explain how the world has changed and how a lot of their forecasts were based on assumptions that have proved incorrect,” Julian Brigden, head of Macro Intelligence Partners, told <i>Barron’s</i>. “He’s now addressing inflation and a labor market that for all intents and purposes has healed.”</p><p><blockquote>“Macro Intelligence Partners 负责人朱利安-布里格登（Julian Brigden）说：”鲍威尔尽职尽责地解释了世界是如何变化的，以及他们的许多预测是如何基于已被证明是错误的假设。<i>巴伦</i>. “他现在正在解决通货膨胀和劳动力市场问题，而劳动力市场实际上已经痊愈了”。</blockquote></p><p> What the markets fail to grasp, however, is that a far greater tightening of financial conditions will be needed to bring about the descent in inflation envisioned in the Fed’s Summary of Economic Projections, Brigden added.</p><p><blockquote>布里格登补充说，然而，市场未能理解的是，要实现美联储经济预测摘要中所设想的通胀下降，还需要进一步收紧金融条件。</blockquote></p><p> The Fed’s preferred inflation measure, the personal consumption expenditure deflator, is expected to be cut by more than half next year, to 2.6% from the current estimate of 5.3% for 2021. From there, the PCE deflator is expected to enter a glide path to 2.3% and 2.1% in 2023 and 2024, respectively, or virtually spot on with the Fed’s long-run target of 2.0%.</p><p><blockquote>美联储首选的通胀指标--个人消费支出平减指数预计明年将下调一半以上，从目前预计的 2021 年 5.3% 降至 2.6%。从那时起，PCE 平减指数预计将在 2023 年和 2024 年分别进入下滑通道至 2.3% 和 2.1%，或者几乎与美联储 2.0% 的长期目标持平。</blockquote></p><p> Unemployment is forecast to fall from 4.3% at the end of 2021 to 3.5% in the next three years. Powell wouldn’t be pinned down about what would constitute the Fed’s goal of maximum employment, which he said at his Wednesday press conference couldn’t be captured in a single number, as with inflation.</p><p><blockquote>失业率预计将从2021年底的4.3%降至未来三年的3.5%。鲍威尔在周三的新闻发布会上表示，美联储最大限度就业的目标不能用一个数字来概括，就像通货膨胀一样。</blockquote></p><p> Brigden says for all intents and purposes, full employment has been met. Powell himself took note of key indicators consistent with full employment, including wage growth and the quits rate. And as Joseph Carson, former chief economist of AllianceBernstein, points out in his blog, after a steep fall in the jobless rate this year, there are 11 million job openings, 4 million more than there are unemployed.</p><p><blockquote>布里格登说，从所有的意图和目的来看，充分就业已经实现。鲍威尔本人注意到了与充分就业一致的关键指标，包括工资增长和辞职率。正如AllianceBernstein前首席经济学家约瑟夫·卡森在他的博客中指出的那样，在今年失业率大幅下降后，有1100万个职位空缺，比失业人数多400万人。</blockquote></p><p> What the stock market doesn’t realize is how much financial conditions have to tighten to tamp down inflation as the Fed forecasts, Brigden says.</p><p><blockquote>布里格登说，股市没有意识到的是，正如美联储预测的那样，金融条件需要收紧多少才能抑制通胀。</blockquote></p><p> Even with its latest pivot, monetary policy will remain accommodative. The Fed will still be expanding its balance sheet (thus adding liquidity), only more slowly. Hiking the fed-funds rate three times, to 0.75%-1%, by the end of 2022, would leave this key rate still sharply negative in real terms (that is, well below the rate of inflation), an easy policy by any criteria.</p><p><blockquote>即使有最新的转向，货币政策仍将保持宽松。美联储仍将扩大资产负债表（从而增加流动性），只是速度更慢。到 2022 年底将联邦基金利率上调三次至 0.75%-1%，这将使这一关键利率的实际价值仍然大幅为负值（即远低于通货膨胀率），无论从哪个标准来看，这都是一项简单的政策。</blockquote></p><p> Other components of financial conditions include the dollar’s exchange rate, short-term Treasury rates, longer-term Treasury yields, corporate-credit risk spreads, and, last but not least, the equity market. A significant correction in stock prices would be consistent with the requisite tightening in financial conditions needed to slow inflation, Brigden concludes.</p><p><blockquote>财务状况的其他组成部分包括美元汇率、短期国债利率、长期国债收益率、企业信用风险利差，以及最后但同样重要的股票市场。布里格登总结道，股价的大幅调整将与减缓通胀所需的金融状况的必要收紧是一致的。</blockquote></p><p> The stock market’s post-Fed rally was based on the pleasant notion that the central bank would be able to achieve its objectives of bringing inflation back into line along with full employment, all while continuing easy financial conditions. In other words, the best of all possible economic and financial worlds, as seen by Dr. Pangloss.</p><p><blockquote>美联储会议后股市的反弹是基于这样一种令人欣喜的想法，即央行将能够实现其目标，即在保持宽松的金融环境的同时，使通胀与充分就业回归轨道。换句话说，潘格洛斯博士认为，所有可能的经济和金融世界中最好的。</blockquote></p><p></p>","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>Why the Fed May Have to Kill the Stock Market’s Rally to Quash Inflation<blockquote>为什么美联储可能不得不扼杀股市反弹来抑制通胀</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\">\nWhy the Fed May Have to Kill the Stock Market’s Rally to Quash Inflation<blockquote>为什么美联储可能不得不扼杀股市反弹来抑制通胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-16 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Inflation will ease markedly while interest rates remain historically low and negative in real terms, even as the labor market returns to full employment, according to the latest economic projections from the Federal Reserve.</p><p><blockquote>根据美联储的最新经济预测，即使劳动力市场恢复充分就业，通胀也将明显放缓，而实际利率仍将处于历史低位且为负。</blockquote></p><p> This would be the best of all economic possible worlds. Indeed, it is a forecast worthy of Dr. Pangloss from Voltaire’s <i>Candide</i>, who called this the best of all possible worlds—in contradiction to the reality around him.</p><p><blockquote>这将是所有可能的经济世界中最好的。事实上，这是伏尔泰笔下庞格洛斯博士的预言。<i>老年人</i>他称之为所有可能的世界中最好的——与他周围的现实相矛盾。</blockquote></p><p> In an apparent sigh of relief Wednesday, stocks reversed earlier losses following the widely anticipated announcement by the Federal Open Market Committee that it will taper its purchases of Treasury and agency mortgage securities twice as quickly as previously indicated, by a total of $60 billion per month in January.</p><p><blockquote>周三，美国联邦公开市场委员会（Federal Open Market Committee）宣布，将以先前表示的两倍的速度缩减国债和机构抵押贷款证券的购买，1 月份每月总计减少 600 亿美元，股市明显松了一口气，扭转了早些时候的跌势。</blockquote></p><p> That, in turn, would set the stage for the initial liftoff in the federal-funds target rate, from the current rock-bottom 0%-0.25%, by the spring. According to the FOMC’s “dot plot” of forecasts of committee members, their median guess is for three quarter-percentage point increases by the end of 2022, with another three hikes in 2023 and two more by the end of 2024.</p><p><blockquote>这反过来又将为联邦基金目标利率在春季从目前的最低点 0%-0.25% 初步上调创造条件。根据联邦公开市场委员会（FOMC）委员会成员预测的 “点阵图”，他们的中位数猜测是到2022年底将加息三次四分之一个百分点，2023年再加息三次，2024年底再加息两次。</blockquote></p><p> Conventional wisdom calls this a hawkish pivot, which it may be given that the Fed’s previous dots envisioned only a single quarter-point hike next year and maybe a couple more in 2023. But Fed Chairman Jerome Powell admitted inflation has proved anything but transitory (with the T word excised from the FOMC’s policy statement). And at his press conference, he acknowledged the labor market has made much faster progress toward the central bank’s goal of full employment than expected.</p><p><blockquote>传统智慧 评级 这是一个鹰派转向，这可能是因为美联储之前的观点设想明年只加息一次四分之一个百分点，2023 年可能还会加息几个百分点。但美联储主席杰罗姆-鲍威尔（Jerome Powell）承认，事实证明通胀绝不是暂时的（联邦公开市场委员会的政策声明中删除了 T 字）。在新闻发布会上，他承认劳动力市场在实现央行充分就业目标方面取得的进展比预期要快得多。</blockquote></p><p> “Powell did his job to explain how the world has changed and how a lot of their forecasts were based on assumptions that have proved incorrect,” Julian Brigden, head of Macro Intelligence Partners, told <i>Barron’s</i>. “He’s now addressing inflation and a labor market that for all intents and purposes has healed.”</p><p><blockquote>“Macro Intelligence Partners 负责人朱利安-布里格登（Julian Brigden）说：”鲍威尔尽职尽责地解释了世界是如何变化的，以及他们的许多预测是如何基于已被证明是错误的假设。<i>巴伦</i>. “他现在正在解决通货膨胀和劳动力市场问题，而劳动力市场实际上已经痊愈了”。</blockquote></p><p> What the markets fail to grasp, however, is that a far greater tightening of financial conditions will be needed to bring about the descent in inflation envisioned in the Fed’s Summary of Economic Projections, Brigden added.</p><p><blockquote>布里格登补充说，然而，市场未能理解的是，要实现美联储经济预测摘要中所设想的通胀下降，还需要进一步收紧金融条件。</blockquote></p><p> The Fed’s preferred inflation measure, the personal consumption expenditure deflator, is expected to be cut by more than half next year, to 2.6% from the current estimate of 5.3% for 2021. From there, the PCE deflator is expected to enter a glide path to 2.3% and 2.1% in 2023 and 2024, respectively, or virtually spot on with the Fed’s long-run target of 2.0%.</p><p><blockquote>美联储首选的通胀指标--个人消费支出平减指数预计明年将下调一半以上，从目前预计的 2021 年 5.3% 降至 2.6%。从那时起，PCE 平减指数预计将在 2023 年和 2024 年分别进入下滑通道至 2.3% 和 2.1%，或者几乎与美联储 2.0% 的长期目标持平。</blockquote></p><p> Unemployment is forecast to fall from 4.3% at the end of 2021 to 3.5% in the next three years. Powell wouldn’t be pinned down about what would constitute the Fed’s goal of maximum employment, which he said at his Wednesday press conference couldn’t be captured in a single number, as with inflation.</p><p><blockquote>失业率预计将从2021年底的4.3%降至未来三年的3.5%。鲍威尔在周三的新闻发布会上表示，美联储最大限度就业的目标不能用一个数字来概括，就像通货膨胀一样。</blockquote></p><p> Brigden says for all intents and purposes, full employment has been met. Powell himself took note of key indicators consistent with full employment, including wage growth and the quits rate. And as Joseph Carson, former chief economist of AllianceBernstein, points out in his blog, after a steep fall in the jobless rate this year, there are 11 million job openings, 4 million more than there are unemployed.</p><p><blockquote>布里格登说，从所有的意图和目的来看，充分就业已经实现。鲍威尔本人注意到了与充分就业一致的关键指标，包括工资增长和辞职率。正如AllianceBernstein前首席经济学家约瑟夫·卡森在他的博客中指出的那样，在今年失业率大幅下降后，有1100万个职位空缺，比失业人数多400万人。</blockquote></p><p> What the stock market doesn’t realize is how much financial conditions have to tighten to tamp down inflation as the Fed forecasts, Brigden says.</p><p><blockquote>布里格登说，股市没有意识到的是，正如美联储预测的那样，金融条件需要收紧多少才能抑制通胀。</blockquote></p><p> Even with its latest pivot, monetary policy will remain accommodative. The Fed will still be expanding its balance sheet (thus adding liquidity), only more slowly. Hiking the fed-funds rate three times, to 0.75%-1%, by the end of 2022, would leave this key rate still sharply negative in real terms (that is, well below the rate of inflation), an easy policy by any criteria.</p><p><blockquote>即使有最新的转向，货币政策仍将保持宽松。美联储仍将扩大资产负债表（从而增加流动性），只是速度更慢。到 2022 年底将联邦基金利率上调三次至 0.75%-1%，这将使这一关键利率的实际价值仍然大幅为负值（即远低于通货膨胀率），无论从哪个标准来看，这都是一项简单的政策。</blockquote></p><p> Other components of financial conditions include the dollar’s exchange rate, short-term Treasury rates, longer-term Treasury yields, corporate-credit risk spreads, and, last but not least, the equity market. A significant correction in stock prices would be consistent with the requisite tightening in financial conditions needed to slow inflation, Brigden concludes.</p><p><blockquote>财务状况的其他组成部分包括美元汇率、短期国债利率、长期国债收益率、企业信用风险利差，以及最后但同样重要的股票市场。布里格登总结道，股价的大幅调整将与减缓通胀所需的金融状况的必要收紧是一致的。</blockquote></p><p> The stock market’s post-Fed rally was based on the pleasant notion that the central bank would be able to achieve its objectives of bringing inflation back into line along with full employment, all while continuing easy financial conditions. In other words, the best of all possible economic and financial worlds, as seen by Dr. Pangloss.</p><p><blockquote>美联储会议后股市的反弹是基于这样一种令人欣喜的想法，即央行将能够实现其目标，即在保持宽松的金融环境的同时，使通胀与充分就业回归轨道。换句话说，潘格洛斯博士认为，所有可能的经济和金融世界中最好的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-the-fed-may-have-to-kill-the-stock-markets-rally-to-quash-inflation-51639611968?mod=hp_LATEST\">Barrons</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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/why-the-fed-may-have-to-kill-the-stock-markets-rally-to-quash-inflation-51639611968?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106884978","content_text":"Inflation will ease markedly while interest rates remain historically low and negative in real terms, even as the labor market returns to full employment, according to the latest economic projections from the Federal Reserve.\nThis would be the best of all economic possible worlds. Indeed, it is a forecast worthy of Dr. Pangloss from Voltaire’s Candide, who called this the best of all possible worlds—in contradiction to the reality around him.\nIn an apparent sigh of relief Wednesday, stocks reversed earlier losses following the widely anticipated announcement by the Federal Open Market Committee that it will taper its purchases of Treasury and agency mortgage securities twice as quickly as previously indicated, by a total of $60 billion per month in January.\nThat, in turn, would set the stage for the initial liftoff in the federal-funds target rate, from the current rock-bottom 0%-0.25%, by the spring. According to the FOMC’s “dot plot” of forecasts of committee members, their median guess is for three quarter-percentage point increases by the end of 2022, with another three hikes in 2023 and two more by the end of 2024.\nConventional wisdom calls this a hawkish pivot, which it may be given that the Fed’s previous dots envisioned only a single quarter-point hike next year and maybe a couple more in 2023. But Fed Chairman Jerome Powell admitted inflation has proved anything but transitory (with the T word excised from the FOMC’s policy statement). And at his press conference, he acknowledged the labor market has made much faster progress toward the central bank’s goal of full employment than expected.\n“Powell did his job to explain how the world has changed and how a lot of their forecasts were based on assumptions that have proved incorrect,” Julian Brigden, head of Macro Intelligence Partners, told Barron’s. “He’s now addressing inflation and a labor market that for all intents and purposes has healed.”\nWhat the markets fail to grasp, however, is that a far greater tightening of financial conditions will be needed to bring about the descent in inflation envisioned in the Fed’s Summary of Economic Projections, Brigden added.\nThe Fed’s preferred inflation measure, the personal consumption expenditure deflator, is expected to be cut by more than half next year, to 2.6% from the current estimate of 5.3% for 2021. From there, the PCE deflator is expected to enter a glide path to 2.3% and 2.1% in 2023 and 2024, respectively, or virtually spot on with the Fed’s long-run target of 2.0%.\nUnemployment is forecast to fall from 4.3% at the end of 2021 to 3.5% in the next three years. Powell wouldn’t be pinned down about what would constitute the Fed’s goal of maximum employment, which he said at his Wednesday press conference couldn’t be captured in a single number, as with inflation.\nBrigden says for all intents and purposes, full employment has been met. Powell himself took note of key indicators consistent with full employment, including wage growth and the quits rate. And as Joseph Carson, former chief economist of AllianceBernstein, points out in his blog, after a steep fall in the jobless rate this year, there are 11 million job openings, 4 million more than there are unemployed.\nWhat the stock market doesn’t realize is how much financial conditions have to tighten to tamp down inflation as the Fed forecasts, Brigden says.\nEven with its latest pivot, monetary policy will remain accommodative. The Fed will still be expanding its balance sheet (thus adding liquidity), only more slowly. Hiking the fed-funds rate three times, to 0.75%-1%, by the end of 2022, would leave this key rate still sharply negative in real terms (that is, well below the rate of inflation), an easy policy by any criteria.\nOther components of financial conditions include the dollar’s exchange rate, short-term Treasury rates, longer-term Treasury yields, corporate-credit risk spreads, and, last but not least, the equity market. A significant correction in stock prices would be consistent with the requisite tightening in financial conditions needed to slow inflation, Brigden concludes.\nThe stock market’s post-Fed rally was based on the pleasant notion that the central bank would be able to achieve its objectives of bringing inflation back into line along with full employment, all while continuing easy financial conditions. In other words, the best of all possible economic and financial worlds, as seen by Dr. Pangloss.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607685667,"gmtCreate":1639533216656,"gmtModify":1639533395323,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"SOXL for the win!","listText":"SOXL for the win!","text":"SOXL for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607685667","repostId":"1122822444","repostType":2,"repost":{"id":"1122822444","kind":"news","pubTimestamp":1639532849,"share":"https://www.laohunote.com/m/news/1122822444?lang=zh_CN&edition=full","pubTime":"2021-12-15 09:47","market":"us","language":"en","title":"Chip Stocks May Slow After Scorching Three-Year Streak<blockquote>芯片股在连续三年上涨后可能会放缓</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122822444","media":"TheStreet","summary":"The popular Philadelphia Stock Exchange Semiconductor Index has risen over 50% in 2019 and 2020.\nThe","content":"<p>The popular Philadelphia Stock Exchange Semiconductor Index has risen over 50% in 2019 and 2020.</p><p><blockquote>受欢迎的费城证券交易所半导体指数在2019年和2020年上涨了50%以上。</blockquote></p><p> The wild rise of chip stocks over the last three years may not sustain itself in 2022, with valuation wobbling after supply chain issues and some parts of the market dubbed \"excessively hot,\"&nbsp;experts warned this week.</p><p><blockquote>专家本周警告称，过去三年芯片股的疯狂上涨可能无法在 2022 年持续，供应链问题导致估值波动，部分市场被称为“过热”。</blockquote></p><p> The Philadelphia Stock Exchange Semiconductor Index (SOX), a premium basket of 30 semiconductor stocks, is up 36% this year ahead of the&nbsp;Nasdaq 100 Stock Index, for the third year in a row.</p><p><blockquote>费城证券交易所半导体指数 (SOX) 是一揽子 30 只半导体股票，今年上涨 36%，连续第三年领先于纳斯达克 100 股票指数。</blockquote></p><p> The popular chip stocks index fund rose over 50% in 2019 and 2020,Bloomberg reports.</p><p><blockquote>据彭博社报道，广受欢迎的芯片股票指数基金在2019年和2020年上涨了50%以上。</blockquote></p><p> That's a whopping 250% return for all three years combined — a pace so hot that it transcends the tech stocks rally of the&nbsp;1990s, which eventually led to the dot-com bubble burst in 2000.</p><p><blockquote>这三年的回报率高达 250%，这一速度如此之快，以至于超越了 20 世纪 90 年代科技股的反弹，最终导致 2000 年互联网泡沫破裂。</blockquote></p><p> Shares in many chip makers like Nvidia Advanced Micro Devices&nbsp;and Broadcom&nbsp;have risen sharply amid continued demand for processors.</p><p><blockquote>由于对处理器的持续需求，Nvidia Advanced Micro Devices 和 Broadcom 等许多芯片制造商的股价大幅上涨。</blockquote></p><p> But an ongoing chip shortage sparked by the pandemic has affected everything from cars to home appliances for nearly two years. That could have produced a backlog that may collide with other market factors for a substantial sector correction, experts say.</p><p><blockquote>但疫情引发的持续芯片短缺已经影响了从汽车到家用电器的一切近两年。专家表示，这可能会产生积压，可能会与其他市场因素发生冲突，导致行业大幅调整。</blockquote></p><p> \"A possible inventory buildup, extended valuations and the threat of a jump in interest rates,\" could lead to a drop in chip stocks, Bloomberg reports.</p><p><blockquote>据彭博社报道，“可能的库存增加、估值延长以及利率上升的威胁”可能会导致芯片库存下跌。</blockquote></p><p> “2022 will be a year when the SOX will struggle to repeat the significant relative outperformance it has enjoyed for the last three years,”&nbsp;Mirabaud Securities Analyst&nbsp;Neil Campling told Bloomberg.</p><p><blockquote>“Mirabaud Securities 分析师尼尔-坎普林（Neil Campling）告诉彭博社：”2022 年，红袜队将难以重现过去三年的显著相对优异表现。</blockquote></p><p> “At some point next year, we will discover that some of the current backlog semiconductors have will prove to be double ordering,\"Campling added.</p><p><blockquote>“明年某个时候，我们会发现半导体目前的一些积压订单将被证明是双重订购，”坎普林补充道。</blockquote></p><p> The Nasdaq-100 consists of the 100 largest non-financial stocks that trade on the Nasdaq and is the index tracked by the heavily traded QQQ exchange-traded fund and many other securities.</p><p><blockquote>纳斯达克 100 指数由在纳斯达克交易的 100 只最大的非金融股票组成，是交易量大的 QQQ 交易所交易基金和许多其他证券跟踪的指数。</blockquote></p><p> Chipmaker Broadcom last week said some areas in the semiconductor market look “excessively hot,\" according to the Bloomberg report.</p><p><blockquote>据彭博社报道，芯片制造商博通上周表示，半导体市场的一些领域看起来 “过热”。</blockquote></p><p> \"The company is making efforts to ship only products that will be used in production rather than sit on inventory shelves for future need,\" Chief Executive Hock Tan remarked during the earnings call, Bloomberg reports.</p><p><blockquote>据彭博社报道，首席执行官 Hock Tan 在财报看涨期权上表示：“公司正在努力只运输将用于生产的产品，而不是放在库存货架上以备将来需要。”</blockquote></p><p> Last month, analysts at Wedbush Securities called Nvidia's stock expensive and expressed&nbsp;concern about its valuation while maintaining that the chipmaker's fundamentals are undeniably excellent.</p><p><blockquote>上个月，韦德布什证券公司的分析师称英伟达的股票价格昂贵，并对其估值表示担忧，同时坚称这家芯片制造商的基本面无可否认地非常出色。</blockquote></p><p> Nvidia is the largest chip company in America by market value.</p><p><blockquote>英伟达是美国市值最大的芯片公司。</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>Chip Stocks May Slow After Scorching Three-Year Streak<blockquote>芯片股在连续三年上涨后可能会放缓</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; 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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\">\nChip Stocks May Slow After Scorching Three-Year Streak<blockquote>芯片股在连续三年上涨后可能会放缓</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-15 09:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The popular Philadelphia Stock Exchange Semiconductor Index has risen over 50% in 2019 and 2020.</p><p><blockquote>受欢迎的费城证券交易所半导体指数在2019年和2020年上涨了50%以上。</blockquote></p><p> The wild rise of chip stocks over the last three years may not sustain itself in 2022, with valuation wobbling after supply chain issues and some parts of the market dubbed \"excessively hot,\"&nbsp;experts warned this week.</p><p><blockquote>专家本周警告称，过去三年芯片股的疯狂上涨可能无法在 2022 年持续，供应链问题导致估值波动，部分市场被称为“过热”。</blockquote></p><p> The Philadelphia Stock Exchange Semiconductor Index (SOX), a premium basket of 30 semiconductor stocks, is up 36% this year ahead of the&nbsp;Nasdaq 100 Stock Index, for the third year in a row.</p><p><blockquote>费城证券交易所半导体指数 (SOX) 是一揽子 30 只半导体股票，今年上涨 36%，连续第三年领先于纳斯达克 100 股票指数。</blockquote></p><p> The popular chip stocks index fund rose over 50% in 2019 and 2020,Bloomberg reports.</p><p><blockquote>据彭博社报道，广受欢迎的芯片股票指数基金在2019年和2020年上涨了50%以上。</blockquote></p><p> That's a whopping 250% return for all three years combined — a pace so hot that it transcends the tech stocks rally of the&nbsp;1990s, which eventually led to the dot-com bubble burst in 2000.</p><p><blockquote>这三年的回报率高达 250%，这一速度如此之快，以至于超越了 20 世纪 90 年代科技股的反弹，最终导致 2000 年互联网泡沫破裂。</blockquote></p><p> Shares in many chip makers like Nvidia Advanced Micro Devices&nbsp;and Broadcom&nbsp;have risen sharply amid continued demand for processors.</p><p><blockquote>由于对处理器的持续需求，Nvidia Advanced Micro Devices 和 Broadcom 等许多芯片制造商的股价大幅上涨。</blockquote></p><p> But an ongoing chip shortage sparked by the pandemic has affected everything from cars to home appliances for nearly two years. That could have produced a backlog that may collide with other market factors for a substantial sector correction, experts say.</p><p><blockquote>但疫情引发的持续芯片短缺已经影响了从汽车到家用电器的一切近两年。专家表示，这可能会产生积压，可能会与其他市场因素发生冲突，导致行业大幅调整。</blockquote></p><p> \"A possible inventory buildup, extended valuations and the threat of a jump in interest rates,\" could lead to a drop in chip stocks, Bloomberg reports.</p><p><blockquote>据彭博社报道，“可能的库存增加、估值延长以及利率上升的威胁”可能会导致芯片库存下跌。</blockquote></p><p> “2022 will be a year when the SOX will struggle to repeat the significant relative outperformance it has enjoyed for the last three years,”&nbsp;Mirabaud Securities Analyst&nbsp;Neil Campling told Bloomberg.</p><p><blockquote>“Mirabaud Securities 分析师尼尔-坎普林（Neil Campling）告诉彭博社：”2022 年，红袜队将难以重现过去三年的显著相对优异表现。</blockquote></p><p> “At some point next year, we will discover that some of the current backlog semiconductors have will prove to be double ordering,\"Campling added.</p><p><blockquote>“明年某个时候，我们会发现半导体目前的一些积压订单将被证明是双重订购，”坎普林补充道。</blockquote></p><p> The Nasdaq-100 consists of the 100 largest non-financial stocks that trade on the Nasdaq and is the index tracked by the heavily traded QQQ exchange-traded fund and many other securities.</p><p><blockquote>纳斯达克 100 指数由在纳斯达克交易的 100 只最大的非金融股票组成，是交易量大的 QQQ 交易所交易基金和许多其他证券跟踪的指数。</blockquote></p><p> Chipmaker Broadcom last week said some areas in the semiconductor market look “excessively hot,\" according to the Bloomberg report.</p><p><blockquote>据彭博社报道，芯片制造商博通上周表示，半导体市场的一些领域看起来 “过热”。</blockquote></p><p> \"The company is making efforts to ship only products that will be used in production rather than sit on inventory shelves for future need,\" Chief Executive Hock Tan remarked during the earnings call, Bloomberg reports.</p><p><blockquote>据彭博社报道，首席执行官 Hock Tan 在财报看涨期权上表示：“公司正在努力只运输将用于生产的产品，而不是放在库存货架上以备将来需要。”</blockquote></p><p> Last month, analysts at Wedbush Securities called Nvidia's stock expensive and expressed&nbsp;concern about its valuation while maintaining that the chipmaker's fundamentals are undeniably excellent.</p><p><blockquote>上个月，韦德布什证券公司的分析师称英伟达的股票价格昂贵，并对其估值表示担忧，同时坚称这家芯片制造商的基本面无可否认地非常出色。</blockquote></p><p> Nvidia is the largest chip company in America by market value.</p><p><blockquote>英伟达是美国市值最大的芯片公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/chip-stocks-may-slow-after-scorching-three-year-streak\">TheStreet</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":{"AMD":"美国超微公司","QCOM":"高通","AVGO":"博通","MU":"美光科技","NVDA":"英伟达","TSM":"台积电"},"source_url":"https://www.thestreet.com/investing/chip-stocks-may-slow-after-scorching-three-year-streak","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122822444","content_text":"The popular Philadelphia Stock Exchange Semiconductor Index has risen over 50% in 2019 and 2020.\nThe wild rise of chip stocks over the last three years may not sustain itself in 2022, with valuation wobbling after supply chain issues and some parts of the market dubbed \"excessively hot,\" experts warned this week.\nThe Philadelphia Stock Exchange Semiconductor Index (SOX), a premium basket of 30 semiconductor stocks, is up 36% this year ahead of the Nasdaq 100 Stock Index, for the third year in a row.\nThe popular chip stocks index fund rose over 50% in 2019 and 2020,Bloomberg reports.\nThat's a whopping 250% return for all three years combined — a pace so hot that it transcends the tech stocks rally of the 1990s, which eventually led to the dot-com bubble burst in 2000.\nShares in many chip makers like Nvidia Advanced Micro Devices and Broadcom have risen sharply amid continued demand for processors.\nBut an ongoing chip shortage sparked by the pandemic has affected everything from cars to home appliances for nearly two years. That could have produced a backlog that may collide with other market factors for a substantial sector correction, experts say.\n\"A possible inventory buildup, extended valuations and the threat of a jump in interest rates,\" could lead to a drop in chip stocks, Bloomberg reports.\n“2022 will be a year when the SOX will struggle to repeat the significant relative outperformance it has enjoyed for the last three years,” Mirabaud Securities Analyst Neil Campling told Bloomberg.\n“At some point next year, we will discover that some of the current backlog semiconductors have will prove to be double ordering,\"Campling added.\nThe Nasdaq-100 consists of the 100 largest non-financial stocks that trade on the Nasdaq and is the index tracked by the heavily traded QQQ exchange-traded fund and many other securities.\nChipmaker Broadcom last week said some areas in the semiconductor market look “excessively hot,\" according to the Bloomberg report.\n\"The company is making efforts to ship only products that will be used in production rather than sit on inventory shelves for future need,\" Chief Executive Hock Tan remarked during the earnings call, Bloomberg reports.\nLast month, analysts at Wedbush Securities called Nvidia's stock expensive and expressed concern about its valuation while maintaining that the chipmaker's fundamentals are undeniably excellent.\nNvidia is the largest chip company in America by market value.","news_type":1,"symbols_score_info":{"QCOM":0.9,"AMD":0.9,"MU":0.9,"TSM":0.9,"AVGO":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604362145,"gmtCreate":1639351940681,"gmtModify":1639351941119,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Amazing&nbsp;apple","listText":"Amazing&nbsp;apple","text":"Amazing apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604362145","repostId":"1118643418","repostType":2,"repost":{"id":"1118643418","kind":"news","pubTimestamp":1639350312,"share":"https://www.laohunote.com/m/news/1118643418?lang=zh_CN&edition=full","pubTime":"2021-12-13 07:05","market":"us","language":"en","title":"Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118643418","media":"Barrons","summary":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a","content":"<p>Apple&nbsp;shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&amp;P 500 has improved less than 2%.</p><p><blockquote>苹果股价一直在猛烈撕裂，今年迄今已上涨 34%，距离 3 万亿美元的市值仅不到 5%，这是任何其他上市公司从未达到的里程碑。这一涨势包括在过去四个星期内惊人地飙升了 18%，而在此期间，标普500的涨幅不到 2%。</blockquote></p><p> It’s an astonishing performance. Keep in mind that there’s only one other company—&nbsp;Microsoft&nbsp;—with a market cap above $2 trillion, and just three others—&nbsp;Alphabet,Amazon.com,and&nbsp;Tesla&nbsp;—above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.</p><p><blockquote>这是一场令人惊叹的表演。请记住，只有一家公司--微软--市值超过 2 万亿美元，而另外三家公司--Alphabet、亚马逊和特斯拉--市值超过 1 万亿美元。苹果成立于1976年，花了44年时间才在2018年首次达到1万亿美元的水平。两年后，即 2020 年 8 月，该股市值达到 2 万亿美元。仅仅 15 个月后，该股市值就降至 3 万亿美元。</blockquote></p><p> So what’s going on here?</p><p><blockquote>这是怎么回事？</blockquote></p><p> I’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.</p><p><blockquote>我认为，苹果股票（股票代码：AAPL）继续反弹至更高的高点至少有四个原因，以及为什么 3 万亿美元最终看起来更像是底线而不是天花板。</blockquote></p><p> For starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.</p><p><blockquote>首先，苹果已成为动荡时期科技投资者的避风港——一种避险策略；数字黄金。苹果在疫情期间蓬勃发展，对 Mac 和 iPad 的需求加速增长。在iPhone和服务增长的推动下，随着世界开始恢复正常的复杂过程，它也在加速发展。苹果不断创新，公司拥有狂热的客户忠诚度，并继续推行积极回购自身股票的有利于股东的政策。如果你必须选择一只科技股长期持有，许多人会选择苹果。</blockquote></p><p> Analysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.</p><p><blockquote>分析师继续报告 iPhone 13 需求超过供应。零部件短缺仍然是一个问题，苹果在报告 9 月份季度业绩时警告称，12 月份季度将因无法满足需求而受到影响。但请记住，进入这个周期，华尔街对iPhone 13的期望是低迷的。分析师认为今年的机型只是一个临时步骤--远不如首款包含 5G 连接的 iPhone 12 重要。但与 iPhone 11 的情况一样，有理由认为华尔街低估了 iPhone 13 的需求。特别是，有报道称中国对新手机的需求创历史新高，为 12 月份季度潜在的盈利惊喜埋下了伏笔。</blockquote></p><p> Meanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.</p><p><blockquote>与此同时，苹果上周在法律方面得到了意想不到的推动，联邦上诉法院发布了一项下级法院裁决的暂缓执行令，等待上诉，该裁决将迫使苹果允许开发商在应用内购买时加入苹果自己的支付系统的替代方案。第九巡回法院的三名法官组成的合议庭认为，苹果对下级法院认定苹果违反加州不正当竞争法提出了 “严重质疑”。苹果在此案中的上诉解决现在可能会拖延数月甚至数年--拖延的时间越长，对苹果越有利，因为它宁愿维持现状。</blockquote></p><p> Perhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.</p><p><blockquote>也许最重要的是，华尔街在过去几周开始将两个尚未宣布的新产品类别——增强和虚拟现实耳机以及自动驾驶汽车——纳入其苹果财务和估值模型。</blockquote></p><p> For instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.</p><p><blockquote>例如，摩根士丹利分析师凯蒂·休伯蒂 (Katy Huberty) 上周重申了苹果股票的跑赢大盘评级，将该股目标价从 165 美元上调至 200 美元；新目标意味着潜在估值为 3.3 万亿美元。她表示，短期内，iPhone 销量和 App Store 活动应该会出人意料地好转。但她也认为，现在是开始为新产品定价的时候了。</blockquote></p><p> “Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&amp;P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.</p><p><blockquote>“休伯蒂在一份研究报告中断言：”尽管苹果的创新记录始终如一，但其股价似乎并没有受到即将推出的新产品的影响。她指出，苹果在过去五年中上涨了近 500%，大约是标普500回报率的五倍，而 iPhone 收入仅增长了 40%。她说，造成这种差异的原因是苹果一直在其他领域进行创新。</blockquote></p><p> Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.</p><p><blockquote>苹果建立了包括苹果手表在内的可穿戴设备业务，每年产生 380 亿美元的收入，相当于一家财富 120 强公司的规模。苹果服务业务目前每年产生近 700 亿美元的收入，比过去四年翻了一番。休伯蒂总结说，随着苹果越来越接近推出 AR/VR 头显和汽车，这些都应该反映在公司的估值中。</blockquote></p><p> The potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.</p><p><blockquote>潜力是巨大的。TFI 证券分析师郭明𫓹一直在撰写一系列关于苹果未来 AR/VR 头显的研究报告，他预计该公司将在未来 10 年内售出 10 亿台这种设备。他认为这些小发明最终将蚕食iPhone市场，并成为许多人的主要在线体验。</blockquote></p><p></p><p> Bernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.</p><p><blockquote>伯恩斯坦分析师托尼-萨科纳吉（Toni Sacconaghi）上周在一份关于苹果在元宇宙中地位的研究报告中断言，虚拟世界的硬件接入层可能会集中在少数几家大型企业手中，就像个人电脑、手机和平板电脑市场一样。萨科纳吉说，粗略估计，到 2030 年，AR/VR 设备可能占苹果收入的 4%，到 2040 年将超过 20%。</blockquote></p><p> In case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.</p><p><blockquote>如果你想知道这可能会如何发展，请回想一下 2020 年，当时关于 iPhone 12 的热议在发布前夕变得几乎震耳欲聋，推高了苹果的股价。如果苹果很可能在2022年进入这个新市场，噪音水平将变得震耳欲聋。</blockquote></p><p> Mark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.</p><p><blockquote>马克-扎克伯格（Mark Zuckerberg）可能是元宇宙谈论最多的人，但蒂姆-库克（Tim Cook）的公司可能是这里的大赢家。</blockquote></p><p></p>","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>Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</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\">\nApple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.<blockquote>苹果可能成为第一家市值3万亿美元的公司。为什么它的反弹不会就此止步？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&amp;P 500 has improved less than 2%.</p><p><blockquote>苹果股价一直在猛烈撕裂，今年迄今已上涨 34%，距离 3 万亿美元的市值仅不到 5%，这是任何其他上市公司从未达到的里程碑。这一涨势包括在过去四个星期内惊人地飙升了 18%，而在此期间，标普500的涨幅不到 2%。</blockquote></p><p> It’s an astonishing performance. Keep in mind that there’s only one other company—&nbsp;Microsoft&nbsp;—with a market cap above $2 trillion, and just three others—&nbsp;Alphabet,Amazon.com,and&nbsp;Tesla&nbsp;—above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.</p><p><blockquote>这是一场令人惊叹的表演。请记住，只有一家公司--微软--市值超过 2 万亿美元，而另外三家公司--Alphabet、亚马逊和特斯拉--市值超过 1 万亿美元。苹果成立于1976年，花了44年时间才在2018年首次达到1万亿美元的水平。两年后，即 2020 年 8 月，该股市值达到 2 万亿美元。仅仅 15 个月后，该股市值就降至 3 万亿美元。</blockquote></p><p> So what’s going on here?</p><p><blockquote>这是怎么回事？</blockquote></p><p> I’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.</p><p><blockquote>我认为，苹果股票（股票代码：AAPL）继续反弹至更高的高点至少有四个原因，以及为什么 3 万亿美元最终看起来更像是底线而不是天花板。</blockquote></p><p> For starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.</p><p><blockquote>首先，苹果已成为动荡时期科技投资者的避风港——一种避险策略；数字黄金。苹果在疫情期间蓬勃发展，对 Mac 和 iPad 的需求加速增长。在iPhone和服务增长的推动下，随着世界开始恢复正常的复杂过程，它也在加速发展。苹果不断创新，公司拥有狂热的客户忠诚度，并继续推行积极回购自身股票的有利于股东的政策。如果你必须选择一只科技股长期持有，许多人会选择苹果。</blockquote></p><p> Analysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.</p><p><blockquote>分析师继续报告 iPhone 13 需求超过供应。零部件短缺仍然是一个问题，苹果在报告 9 月份季度业绩时警告称，12 月份季度将因无法满足需求而受到影响。但请记住，进入这个周期，华尔街对iPhone 13的期望是低迷的。分析师认为今年的机型只是一个临时步骤--远不如首款包含 5G 连接的 iPhone 12 重要。但与 iPhone 11 的情况一样，有理由认为华尔街低估了 iPhone 13 的需求。特别是，有报道称中国对新手机的需求创历史新高，为 12 月份季度潜在的盈利惊喜埋下了伏笔。</blockquote></p><p> Meanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.</p><p><blockquote>与此同时，苹果上周在法律方面得到了意想不到的推动，联邦上诉法院发布了一项下级法院裁决的暂缓执行令，等待上诉，该裁决将迫使苹果允许开发商在应用内购买时加入苹果自己的支付系统的替代方案。第九巡回法院的三名法官组成的合议庭认为，苹果对下级法院认定苹果违反加州不正当竞争法提出了 “严重质疑”。苹果在此案中的上诉解决现在可能会拖延数月甚至数年--拖延的时间越长，对苹果越有利，因为它宁愿维持现状。</blockquote></p><p> Perhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.</p><p><blockquote>也许最重要的是，华尔街在过去几周开始将两个尚未宣布的新产品类别——增强和虚拟现实耳机以及自动驾驶汽车——纳入其苹果财务和估值模型。</blockquote></p><p> For instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.</p><p><blockquote>例如，摩根士丹利分析师凯蒂·休伯蒂 (Katy Huberty) 上周重申了苹果股票的跑赢大盘评级，将该股目标价从 165 美元上调至 200 美元；新目标意味着潜在估值为 3.3 万亿美元。她表示，短期内，iPhone 销量和 App Store 活动应该会出人意料地好转。但她也认为，现在是开始为新产品定价的时候了。</blockquote></p><p> “Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&amp;P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.</p><p><blockquote>“休伯蒂在一份研究报告中断言：”尽管苹果的创新记录始终如一，但其股价似乎并没有受到即将推出的新产品的影响。她指出，苹果在过去五年中上涨了近 500%，大约是标普500回报率的五倍，而 iPhone 收入仅增长了 40%。她说，造成这种差异的原因是苹果一直在其他领域进行创新。</blockquote></p><p> Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.</p><p><blockquote>苹果建立了包括苹果手表在内的可穿戴设备业务，每年产生 380 亿美元的收入，相当于一家财富 120 强公司的规模。苹果服务业务目前每年产生近 700 亿美元的收入，比过去四年翻了一番。休伯蒂总结说，随着苹果越来越接近推出 AR/VR 头显和汽车，这些都应该反映在公司的估值中。</blockquote></p><p> The potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.</p><p><blockquote>潜力是巨大的。TFI 证券分析师郭明𫓹一直在撰写一系列关于苹果未来 AR/VR 头显的研究报告，他预计该公司将在未来 10 年内售出 10 亿台这种设备。他认为这些小发明最终将蚕食iPhone市场，并成为许多人的主要在线体验。</blockquote></p><p></p><p> Bernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.</p><p><blockquote>伯恩斯坦分析师托尼-萨科纳吉（Toni Sacconaghi）上周在一份关于苹果在元宇宙中地位的研究报告中断言，虚拟世界的硬件接入层可能会集中在少数几家大型企业手中，就像个人电脑、手机和平板电脑市场一样。萨科纳吉说，粗略估计，到 2030 年，AR/VR 设备可能占苹果收入的 4%，到 2040 年将超过 20%。</blockquote></p><p> In case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.</p><p><blockquote>如果你想知道这可能会如何发展，请回想一下 2020 年，当时关于 iPhone 12 的热议在发布前夕变得几乎震耳欲聋，推高了苹果的股价。如果苹果很可能在2022年进入这个新市场，噪音水平将变得震耳欲聋。</blockquote></p><p> Mark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.</p><p><blockquote>马克-扎克伯格（Mark Zuckerberg）可能是元宇宙谈论最多的人，但蒂姆-库克（Tim Cook）的公司可能是这里的大赢家。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5\">Barrons</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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118643418","content_text":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&P 500 has improved less than 2%.\nIt’s an astonishing performance. Keep in mind that there’s only one other company— Microsoft —with a market cap above $2 trillion, and just three others— Alphabet,Amazon.com,and Tesla —above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.\nSo what’s going on here?\nI’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.\nFor starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.\nAnalysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.\nMeanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.\nPerhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.\nFor instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.\n“Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.\nApple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.\nThe potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.\nBernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.\nIn case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.\nMark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605756292,"gmtCreate":1639270802207,"gmtModify":1639270802663,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"let's go baba!&nbsp;","listText":"let's go baba!&nbsp;","text":"let's go baba!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605756292","repostId":"2190275356","repostType":4,"isVote":1,"tweetType":1,"viewCount":2126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605509136,"gmtCreate":1639186233972,"gmtModify":1639186234471,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Let's go Christmas rally!","listText":"Let's go Christmas rally!","text":"Let's go Christmas rally!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605509136","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":120686675,"gmtCreate":1624321609097,"gmtModify":1634007896329,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Got all 5 letters of Tiger on the first try of each letter. Thanks&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>","listText":"Got all 5 letters of Tiger on the first try of each letter. Thanks&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>","text":"Got all 5 letters of Tiger on the first try of each letter. Thanks $Tiger Brokers(TIGR)$","images":[{"img":"https://static.tigerbbs.com/ac9c3d3ccdaeae531cd4d5006aa7e3d0","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120686675","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":891645369,"gmtCreate":1628388624151,"gmtModify":1631893986300,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Let's go. EV is the future, but how high Tesla can go, will depend on its dominance. Bmw etc wont stand idle.&nbsp;","listText":"Let's go. EV is the future, but how high Tesla can go, will depend on its dominance. Bmw etc wont stand idle.&nbsp;","text":"Let's go. EV is the future, but how high Tesla can go, will depend on its dominance. Bmw etc wont stand idle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/891645369","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohunote.com/m/news/1159872041?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克股票代码：TSLA）股票。今年年初，股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅，今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份，<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权，将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示，特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然，这一预测是在全球供应短缺恶化之前做出的。然而，特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多，达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，高达 11%，他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日，波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价，并表示“我们仍然非常喜欢这只股票”。他指出，总体而言，对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元，为什么这么多投资者似乎认为该股票的价值如此之低（基于撰写本文时该股票的价格略低于 700 美元）。毕竟，如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时，特斯拉股票的市盈率约为 370，预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润，因此对特斯拉未来增长轨迹的看法略有不同，就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此，波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导，而这一指导是在世界各地许多公司（包括特斯拉）受到供应链短缺负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性，但股价可能足够低，投资者可以开始少量持有该股。</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>Tesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</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\">\nTesla Stock: Headed to $1,200?<blockquote>特斯拉股票：走向 1,200 美元？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-08 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Tesla deliveries more than doubled year over year in Q2.</li>  <li>Rising demand for electric vehicles could benefit Tesla.</li>  <li>Investors should exercise caution when it comes to analysts' price targets.</li> </ul> It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p><p><blockquote><ul><li>特斯拉第二季度交付量同比增长一倍多。</li><li>对电动汽车不断增长的需求可能会使特斯拉受益。</li><li>投资者在谈到分析师的目标价时应谨慎。</li></ul>这是疯狂的一年<b>特斯拉</b>（纳斯达克股票代码：TSLA）股票。今年年初，股价最初飙升超过 20%。但该股现在已经回吐了所有这些涨幅，今年迄今为止的回报率为负 1%。这意味着该股的表现明显逊于<b>标普500</b>今年增长了 18%。</blockquote></p><p> But one analyst thinks the stock could take off.</p><p><blockquote>但一位分析师认为该股可能会上涨。</blockquote></p><p> <b>\"We still really like this stock.\"</b></p><p><blockquote><b>“我们仍然非常喜欢这只股票。”</b></blockquote></p><p> In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p><p><blockquote>二月份，<b>派珀·桑德勒</b>分析师 Alexander Potter 做出了大胆的看涨期权，将 The Growth 股票的 12 个月目标价从 515 美元上调至 1,200 美元。他表示，特斯拉的交付量可能会从 2020 年的 50 万辆增加到今年的近 90 万辆。当然，这一预测是在全球供应短缺恶化之前做出的。然而，特斯拉发展极其迅速。该公司第二季度的交付量比去年同期增加了一倍多，达到 201,304 辆。</blockquote></p><p> Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p><p><blockquote>特斯拉上月底发布第二季度财报后，该分析师重申了这一目标，并指出该公司似乎有望从市场份额增长、公司自动驾驶软件的货币化以及特斯拉能源业务中“被低估的机会”中受益。业务，其中包括电池储能和太阳能发电产品的收入。</blockquote></p><p> Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p><p><blockquote>此外，波特指出，特斯拉第二季度营业利润率强劲，高达 11%，他预计特斯拉最近推出的 Autopilot 订阅服务将逐步改善这一利润率。</blockquote></p><p> On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p><p><blockquote>8 月 3 日，波特再次重申了该股的跑赢大盘评级和 1,200 美元的目标价，并表示“我们仍然非常喜欢这只股票”。他指出，总体而言，对电池电动汽车的需求不断增长。</blockquote></p><p> <b>So what gives?</b></p><p><blockquote><b>那么什么给出了呢？</b></blockquote></p><p> If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p><p><blockquote>如果股价真的可以上涨到 1,200 美元，为什么这么多投资者似乎认为该股票的价值如此之低（基于撰写本文时该股票的价格略低于 700 美元）。毕竟，如果投资者普遍认为特斯拉股票在未来 12 个月内可能达到 1,200 美元，那么今天的股价将大幅走高。</blockquote></p><p> The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p><p><blockquote>问题归结为该股的前瞻性估值。截至撰写本文时，特斯拉股票的市盈率约为 370，预计未来几年将实现强劲增长。由于该公司的估值主要基于遥远未来的利润，因此对特斯拉未来增长轨迹的看法略有不同，就会对当今该股的内在价值产生截然不同的假设。</blockquote></p><p> Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p><p><blockquote>因此，投资者不应仅仅因为一位分析师对股票设定了较高的目标价就迅速购买特斯拉股票。尽管如此，波特对特斯拉强劲的业务势头确实有一些优点。就连特斯拉本身也重申了今年汽车交付量增长 50% 以上的指导，而这一指导是在世界各地许多公司（包括特斯拉）受到供应链短缺负面影响之际提供的。此外，特斯拉管理层在第二季度更新中指出，第三季度对其汽车的需求创历史新高。</blockquote></p><p> While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p><p><blockquote>虽然特斯拉股票 1,200 美元的目标价很难证明其合理性，但股价可能足够低，投资者可以开始少量持有该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Motley Fool</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":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194259360,"gmtCreate":1621383870050,"gmtModify":1634192012534,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Sell in May or buy the dip? What do you guys think?&nbsp;","listText":"Sell in May or buy the dip? What do you guys think?&nbsp;","text":"Sell in May or buy the dip? What do you guys think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/194259360","repostId":"2136999458","repostType":4,"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146109702,"gmtCreate":1626056567706,"gmtModify":1633930571111,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Busy earnings week ahead? Up or down? Thoughts?&nbsp;","listText":"Busy earnings week ahead? Up or down? Thoughts?&nbsp;","text":"Busy earnings week ahead? Up or down? Thoughts?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/146109702","repostId":"1114863871","repostType":4,"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":828502598,"gmtCreate":1633920836651,"gmtModify":1633920836804,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Interesting week ahead!&nbsp;","listText":"Interesting week ahead!&nbsp;","text":"Interesting week ahead!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828502598","repostId":"1189049020","repostType":4,"repost":{"id":"1189049020","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633920404,"share":"https://www.laohunote.com/m/news/1189049020?lang=zh_CN&edition=full","pubTime":"2021-10-11 10:46","market":"us","language":"en","title":"What To Watch As Third-Quarter Earnings Season Begins?<blockquote>第三季度财报季开始时值得关注什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189049020","media":"Tiger Newspress","summary":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of m","content":"<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p><p><blockquote>（10 月 11 日）第三季度财报季本周正式拉开帷幕，主要金融公司准备公布业绩。投资者一直在焦急地等待最新财报季的开始，并为强劲的第二季度后企业利润增长放缓做好准备。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p><p><blockquote>由于与遭受新冠疫情蹂躏的 2020 年和强劲的经济增长很容易进行比较，标普500第二季度的盈利和销售同比增长速度达到了令人瞠目结舌的水平。进入本财报季的预期更为温和，盈利预计同比增长近 28%。</blockquote></p><p> If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p><p><blockquote>如果以史为鉴，尽管经济活动有所放缓，但实际表现仍应超过这些高水平。虽然盈利有必要超出预期，但鉴于当前对经济前景和成本压力的担忧，前瞻性指引至关重要。</blockquote></p><p> <b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p><p><blockquote><b>本周有 20 家标普500公司计划公布财报，但主要焦点将是金融，尤其是银行业。</b>FactSet 表示，金融业的盈利增长率应该处于中等水平，普遍预计同比增长率为 17%。</blockquote></p><p> There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p><p><blockquote>日历上还有达美航空公司（DAL）、达美乐披萨（DPZ）、台积电公司（TSM）等其他几家公司。</blockquote></p><p> <b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p><p><blockquote><b>本季，所有公司都将密切关注成本上升的影响以及转嫁更高价格以保护利润率的能力。</b>劳动力成本将成为企业的阻力，9月份平均时薪同比增长4.6%。抵消劳动力成本上升的是，公司只重新雇用了新冠疫情封锁期间失去的78%的工作岗位。商品成本上升也会对大多数公司的盈利能力产生负面影响。大宗商品价格的上涨不仅限于石油，但举例来说，油价的大幅上涨对许多非能源公司的成本产生了负面影响。能源行业在2020年第三季度出现亏损，但预期销售额增长53%讲述了油价反弹的故事。</blockquote></p><p> <b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p><p><blockquote><b>供应链中断仍然是本财报季的一个重大问题。</b>这些中断既增加了大多数公司的成本，也导致无法获得消费者所需商品的公司损失销售。到本报告季结束时，运输成本的增加几乎肯定会成为一个熟悉的话题。最终，强劲的需求和提高的生产率应该会克服所有这些挑战，并让第三季度的实际业绩超出预期。</blockquote></p><p> <b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p><p><blockquote><b>除了盈利之外，国会还达成了一项协议，将债务上限提高到足以让债务至少持续到 12 月 3 日。</b>回想一下，以前，国会能够通过一项短期预算决议，以避免政府关门，直到这一天。这项临时措施应该会给控制联邦政府所有三个部门的民主党人足够的时间通过和解单方面提高债务上限。随着债务上限危机在12月前避免，国会现在将重新集中精力谈判巨额税收和支出法案。</blockquote></p><p> <b>Earnings calendar</b></p><p><blockquote><b>收益日历</b></blockquote></p><p> <ul>  <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>  <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>  <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>  <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>  <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li> </ul></p><p><blockquote><ul><li><b>星期一：</b>没有计划发布的重要报告</li><li><b>星期二：</b> <a href=\"https://laohu8.com/S/FAST\">紧固件</a>开市前</li><li><b>星期三：</b> <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>,<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>, <a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>,<a href=\"https://laohu8.com/S/DAL\">达美航空</a>开市前</li><li><b>星期四：</b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>,<a href=\"https://laohu8.com/S/DPZ\">达美乐披萨</a>,<a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>、进步公司 (PGR)、联合健康集团 (UNH)、合众银行 (USB)、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>,<a href=\"https://laohu8.com/S/C\">花旗集团</a>开市前；<a href=\"https://laohu8.com/S/AA\">美国铝业</a>收市后</li><li><b>星期五：</b> <a href=\"https://laohu8.com/S/PNC\">PNC金融服务集团公司</a>,<a href=\"https://laohu8.com/S/TFC\">Truist金融公司</a>,<a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>，这个<a href=\"https://laohu8.com/S/SCHW\">查尔斯·施瓦布</a>,<a href=\"https://laohu8.com/S/GS\">高盛</a>开市前</li></ul></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>What To Watch As Third-Quarter Earnings Season Begins?<blockquote>第三季度财报季开始时值得关注什么？</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; 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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\">\nWhat To Watch As Third-Quarter Earnings Season Begins?<blockquote>第三季度财报季开始时值得关注什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-11 10:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p><p><blockquote>（10 月 11 日）第三季度财报季本周正式拉开帷幕，主要金融公司准备公布业绩。投资者一直在焦急地等待最新财报季的开始，并为强劲的第二季度后企业利润增长放缓做好准备。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p><p><blockquote>由于与遭受新冠疫情蹂躏的 2020 年和强劲的经济增长很容易进行比较，标普500第二季度的盈利和销售同比增长速度达到了令人瞠目结舌的水平。进入本财报季的预期更为温和，盈利预计同比增长近 28%。</blockquote></p><p> If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p><p><blockquote>如果以史为鉴，尽管经济活动有所放缓，但实际表现仍应超过这些高水平。虽然盈利有必要超出预期，但鉴于当前对经济前景和成本压力的担忧，前瞻性指引至关重要。</blockquote></p><p> <b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p><p><blockquote><b>本周有 20 家标普500公司计划公布财报，但主要焦点将是金融，尤其是银行业。</b>FactSet 表示，金融业的盈利增长率应该处于中等水平，普遍预计同比增长率为 17%。</blockquote></p><p> There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p><p><blockquote>日历上还有达美航空公司（DAL）、达美乐披萨（DPZ）、台积电公司（TSM）等其他几家公司。</blockquote></p><p> <b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p><p><blockquote><b>本季，所有公司都将密切关注成本上升的影响以及转嫁更高价格以保护利润率的能力。</b>劳动力成本将成为企业的阻力，9月份平均时薪同比增长4.6%。抵消劳动力成本上升的是，公司只重新雇用了新冠疫情封锁期间失去的78%的工作岗位。商品成本上升也会对大多数公司的盈利能力产生负面影响。大宗商品价格的上涨不仅限于石油，但举例来说，油价的大幅上涨对许多非能源公司的成本产生了负面影响。能源行业在2020年第三季度出现亏损，但预期销售额增长53%讲述了油价反弹的故事。</blockquote></p><p> <b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p><p><blockquote><b>供应链中断仍然是本财报季的一个重大问题。</b>这些中断既增加了大多数公司的成本，也导致无法获得消费者所需商品的公司损失销售。到本报告季结束时，运输成本的增加几乎肯定会成为一个熟悉的话题。最终，强劲的需求和提高的生产率应该会克服所有这些挑战，并让第三季度的实际业绩超出预期。</blockquote></p><p> <b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p><p><blockquote><b>除了盈利之外，国会还达成了一项协议，将债务上限提高到足以让债务至少持续到 12 月 3 日。</b>回想一下，以前，国会能够通过一项短期预算决议，以避免政府关门，直到这一天。这项临时措施应该会给控制联邦政府所有三个部门的民主党人足够的时间通过和解单方面提高债务上限。随着债务上限危机在12月前避免，国会现在将重新集中精力谈判巨额税收和支出法案。</blockquote></p><p> <b>Earnings calendar</b></p><p><blockquote><b>收益日历</b></blockquote></p><p> <ul>  <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>  <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>  <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>  <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>  <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li> </ul></p><p><blockquote><ul><li><b>星期一：</b>没有计划发布的重要报告</li><li><b>星期二：</b> <a href=\"https://laohu8.com/S/FAST\">紧固件</a>开市前</li><li><b>星期三：</b> <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>,<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>, <a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>,<a href=\"https://laohu8.com/S/DAL\">达美航空</a>开市前</li><li><b>星期四：</b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>,<a href=\"https://laohu8.com/S/DPZ\">达美乐披萨</a>,<a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>、进步公司 (PGR)、联合健康集团 (UNH)、合众银行 (USB)、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>,<a href=\"https://laohu8.com/S/C\">花旗集团</a>开市前；<a href=\"https://laohu8.com/S/AA\">美国铝业</a>收市后</li><li><b>星期五：</b> <a href=\"https://laohu8.com/S/PNC\">PNC金融服务集团公司</a>,<a href=\"https://laohu8.com/S/TFC\">Truist金融公司</a>,<a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>，这个<a href=\"https://laohu8.com/S/SCHW\">查尔斯·施瓦布</a>,<a href=\"https://laohu8.com/S/GS\">高盛</a>开市前</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189049020","content_text":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.\n\nThe pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.\nIf history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.\nThere are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.\nThere are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. \nThis season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies. Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.\nSupply chain disruptions remain a significant issue for this earnings season. These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.\nAside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least. Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Fastenal before market open\nWednesday: JPMorgan Chase, BlackRock, First Republic Bank , Delta Air Lines before market open\nThursday: Bank of America , Domino's Pizza , Walgreens Boots Alliance , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo, Morgan Stanley, Citigroup before market open; Alcoa after market close\nFriday: PNC Financial Services Group Inc, Truist Financial Corp, Coinbase Global, Inc., The Charles Schwab, Goldman Sachs before market open","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888865801,"gmtCreate":1631488707103,"gmtModify":1631883981918,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Just buy QQQM! Haha","listText":"Just buy QQQM! Haha","text":"Just buy QQQM! Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/888865801","repostId":"2166290377","repostType":4,"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154251089,"gmtCreate":1625531164241,"gmtModify":1633939982266,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Let's set another record in July on our way to the moon!&nbsp;","listText":"Let's set another record in July on our way to the moon!&nbsp;","text":"Let's set another record in July on our way to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/154251089","repostId":"1116255026","repostType":4,"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106368573,"gmtCreate":1620088860192,"gmtModify":1634207943253,"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://static.tigerbbs.com/88fc9c879e501ca8f075b6c216c38984","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"themes":[],"title":"","htmlText":"Put more money into consumer staples,&nbsp;commodities,&nbsp;oil and bank stocks? What do you guys think? Like and comment please. Thanks!&nbsp;","listText":"Put more money into consumer staples,&nbsp;commodities,&nbsp;oil and bank stocks? What do you guys think? Like and comment please. Thanks!&nbsp;","text":"Put more money into consumer staples, commodities, oil and bank stocks? What do you guys think? Like and comment please. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/106368573","repostId":"1191378295","repostType":4,"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}