chefbean的个人主页 - 老虎社区

chefbean

chefbean

暂无个人介绍

IP属地：未知

382关注

6粉丝

0主题

0勋章

2021-12-05

Aaaa

@boonchong:$SINGAPORE AIRLINES LTD(C6L.SI)$pls don't buy airline stocks for the next 20 years..no growth and opportunity.... SIA although a SG pride and baby..Temasek will rescue her no matter... But price at $2 still consider good already

2021-11-20

Hhh

昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压

2021-11-02

$TAL Education Group(TAL)$great

2021-10-27

Hee

抱歉，原内容已删除

2021-09-21

Lala

@Venus_M:$AIMS APAC REIT(O5RU.SI)$wow! That's brutal [汗颜] didn't know a change in CEO will have such effect..

2021-08-18

Haha

抱歉，原内容已删除

2021-08-17

Haa

抱歉，原内容已删除

2021-08-17

O

What the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</blockquote>

2021-08-15

Hoooo

These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>

2021-08-12

Hey

抱歉，原内容已删除

2021-08-11

Ho

抱歉，原内容已删除

2021-08-10

Hee

抱歉，原内容已删除

2021-08-09

Haaa

抱歉，原内容已删除

2021-08-08

Hi

SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>

2021-08-07

hi

抱歉，原内容已删除

2021-08-06

Hee

The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示，标普500今年可能再上涨6%。为什么这么乐观。</blockquote>

2021-08-05

Wee

抱歉，原内容已删除

2021-08-03

Like

抱歉，原内容已删除

2021-08-03

Wee

抱歉，原内容已删除

2021-08-01

Like like

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3554935180693279","uuid":"3554935180693279","gmtCreate":1591842156876,"gmtModify":1625199297149,"name":"chefbean","pinyin":"chefbean","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":382,"tweetSize":43,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":608835990,"gmtCreate":1638676964762,"gmtModify":1638676964865,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Aaaa","listText":"Aaaa","text":"Aaaa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608835990","repostId":"609154080","repostType":1,"repost":{"id":609154080,"gmtCreate":1638256582129,"gmtModify":1638460268023,"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"boonchong","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580625969745490","idStr":"3580625969745490"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>pls don't buy airline stocks for the next 20 years..no growth and opportunity.... SIA although a SG pride and baby..Temasek will rescue her no matter... But price at $2 still consider good already","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>pls don't buy airline stocks for the next 20 years..no growth and opportunity.... SIA although a SG pride and baby..Temasek will rescue her no matter... But price at $2 still consider good already","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$pls don't buy airline stocks for the next 20 years..no growth and opportunity.... SIA although a SG pride and baby..Temasek will rescue her no matter... But price at $2 still consider good already","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609154080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872085868,"gmtCreate":1637375852905,"gmtModify":1637375853074,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hhh","listText":"Hhh","text":"Hhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872085868","repostId":"1131597182","repostType":2,"repost":{"id":"1131597182","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":1637368436,"share":"https://www.laohu8.com/m/news/1131597182?lang=zh_CN&edition=full","pubTime":"2021-11-20 08:33","market":"us","language":"zh","title":"昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1131597182","media":"老虎资讯综合","summary":"摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0","content":"<blockquote>\n 摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n</blockquote>\n<p>周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。</p>\n<p>奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。</p>\n<p>美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。</p>\n<p>不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。</p>\n<p>E-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。</p>\n<p><b>市场动态</b></p>\n<p>截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/e6c25195a6a225ee8112c0d794aa4d24\" tg-width=\"551\" tg-height=\"68\" referrerpolicy=\"no-referrer\"></p>\n<p>美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。</p>\n<p>标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。</p>\n<p><b>热门股表现</b></p>\n<p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.54%，Meta涨1.95%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨4.14%；<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌0.50%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.53%，奈飞跌0.47%。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.70%，报每股160.55美元，再创历史新高。</b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/be5ea61cf46748f04ad47b369b1216b4\" tg-width=\"1040\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源汽车股普遍上扬。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.71%，Rivian涨4.23%，Lucid涨17.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/9da711a533f7044c3824071e6013fd29\" tg-width=\"1033\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.92%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.77%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨1.28%，微博涨0.50%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌1.54%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.68%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.27%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌3.77%。</p>\n<p>造车新势力中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.65%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.80%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.23%；中概教育股普涨，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨5.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.29%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨18.35%。</p>\n<p><b>公司消息</b></p>\n<p><a href=\"https://laohu8.com/NW/2184847682\" target=\"_blank\"><b>福特和Rivian取消联合开发电动汽车的计划</b></a></p>\n<p>福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”</p>\n<p><b>Stellantis强制14,000多名美国员工接种新冠疫苗</b></p>\n<p>汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。</p>\n<p><b>丰田计划在北卡罗来纳州建设在美的第一座电池厂</b></p>\n<p>知情人士告诉彭博社，<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。</p>\n<p><a href=\"https://laohu8.com/NW/2184493448\" target=\"_blank\"><b>美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针</b></a></p>\n<p>美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。</p>\n<p><b>加拿大批准辉瑞新冠疫苗用于5至11岁儿童</b></p>\n<p>加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。</p>\n<p><b>欧盟监管机构支持将<a href=\"https://laohu8.com/S/MRK\">默沙东</a>的抗新冠药物用于紧急使用</b></p>\n<p>欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。</p>\n<p><a href=\"https://laohu8.com/NW/2184846073\" target=\"_blank\"><b>波音进一步放慢787梦想飞机的生产</b></a></p>\n<p>道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。</p>\n<p><a href=\"https://laohu8.com/NW/1107274527\" target=\"_blank\"><b>美国国防部邀请多家科技巨头投标其新云计算合同</b></a></p>\n<p>美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2184011812\" target=\"_blank\"><b>微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇</b></a></p>\n<p>微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。</p>\n<p><a href=\"https://laohu8.com/NW/2184427588\" target=\"_blank\"><b>动视暴雪1330多名员工发起请愿要求CEO辞职</b></a></p>\n<p>美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。</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>昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压</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: 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昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压\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\">2021-11-20 08:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n</blockquote>\n<p>周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。</p>\n<p>奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。</p>\n<p>美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。</p>\n<p>不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。</p>\n<p>E-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。</p>\n<p><b>市场动态</b></p>\n<p>截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/e6c25195a6a225ee8112c0d794aa4d24\" tg-width=\"551\" tg-height=\"68\" referrerpolicy=\"no-referrer\"></p>\n<p>美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。</p>\n<p>标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。</p>\n<p><b>热门股表现</b></p>\n<p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.54%，Meta涨1.95%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨4.14%；<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌0.50%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.53%，奈飞跌0.47%。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.70%，报每股160.55美元，再创历史新高。</b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/be5ea61cf46748f04ad47b369b1216b4\" tg-width=\"1040\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源汽车股普遍上扬。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.71%，Rivian涨4.23%，Lucid涨17.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/9da711a533f7044c3824071e6013fd29\" tg-width=\"1033\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.92%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.77%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨1.28%，微博涨0.50%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌1.54%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.68%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.27%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌3.77%。</p>\n<p>造车新势力中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.65%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.80%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.23%；中概教育股普涨，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨5.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.29%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨18.35%。</p>\n<p><b>公司消息</b></p>\n<p><a href=\"https://laohu8.com/NW/2184847682\" target=\"_blank\"><b>福特和Rivian取消联合开发电动汽车的计划</b></a></p>\n<p>福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”</p>\n<p><b>Stellantis强制14,000多名美国员工接种新冠疫苗</b></p>\n<p>汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。</p>\n<p><b>丰田计划在北卡罗来纳州建设在美的第一座电池厂</b></p>\n<p>知情人士告诉彭博社，<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。</p>\n<p><a href=\"https://laohu8.com/NW/2184493448\" target=\"_blank\"><b>美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针</b></a></p>\n<p>美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。</p>\n<p><b>加拿大批准辉瑞新冠疫苗用于5至11岁儿童</b></p>\n<p>加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。</p>\n<p><b>欧盟监管机构支持将<a href=\"https://laohu8.com/S/MRK\">默沙东</a>的抗新冠药物用于紧急使用</b></p>\n<p>欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。</p>\n<p><a href=\"https://laohu8.com/NW/2184846073\" target=\"_blank\"><b>波音进一步放慢787梦想飞机的生产</b></a></p>\n<p>道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。</p>\n<p><a href=\"https://laohu8.com/NW/1107274527\" target=\"_blank\"><b>美国国防部邀请多家科技巨头投标其新云计算合同</b></a></p>\n<p>美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2184011812\" target=\"_blank\"><b>微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇</b></a></p>\n<p>微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。</p>\n<p><a href=\"https://laohu8.com/NW/2184427588\" target=\"_blank\"><b>动视暴雪1330多名员工发起请愿要求CEO辞职</b></a></p>\n<p>美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"TQQQ":"纳指三倍做多ETF","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","BK4561":"索罗斯持仓","DXD":"两倍做空道琼30指数ETF-ProShares","DOG":"道指ETF-ProShares做空","DJX":"1/100道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4534":"瑞士信贷持仓","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","TTTN":"老虎中美互联网巨头ETF","PSQ":"做空纳斯达克100指数ETF-ProShares",".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131597182","content_text":"摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n\n周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。\n奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。\n美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。\n不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。\nE-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。\n市场动态\n截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。\n\n美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。\n标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。\n热门股表现\n大型科技股涨跌不一，微软涨0.54%，Meta涨1.95%，英伟达涨4.14%；谷歌A跌0.50%，亚马逊跌0.53%，奈飞跌0.47%。\n苹果收涨1.70%，报每股160.55美元，再创历史新高。摩根士丹利分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。\n\n新能源汽车股普遍上扬。特斯拉涨3.71%，Rivian涨4.23%，Lucid涨17.34%。\n\n中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。京东涨3.92%，网易涨2.77%，腾讯ADR涨1.28%，微博涨0.50%；滴滴跌1.54%，百度跌1.68%，阿里巴巴跌2.27%，拼多多跌3.77%。\n造车新势力中，蔚来涨0.65%，小鹏汽车跌0.80%，理想汽车跌1.23%；中概教育股普涨，高途涨5.19%，新东方涨5.29%，好未来涨18.35%。\n公司消息\n福特和Rivian取消联合开发电动汽车的计划\n福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”\nStellantis强制14,000多名美国员工接种新冠疫苗\n汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。\n丰田计划在北卡罗来纳州建设在美的第一座电池厂\n知情人士告诉彭博社，丰田汽车计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。\n美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针\n美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。\n加拿大批准辉瑞新冠疫苗用于5至11岁儿童\n加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。\n欧盟监管机构支持将默沙东的抗新冠药物用于紧急使用\n欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。\n波音进一步放慢787梦想飞机的生产\n道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。\n美国国防部邀请多家科技巨头投标其新云计算合同\n美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、谷歌、微软和甲骨文发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。\n微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇\n微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。\n动视暴雪1330多名员工发起请愿要求CEO辞职\n美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。","news_type":1,"symbols_score_info":{".DJI":0.9,"DDM":0.9,"PSQ":0.9,"QNETCN":0.9,"TTTN":0.9,"NQmain":0.9,"DJX":0.9,"SDOW":0.9,"SQQQ":0.9,"QQQ":0.9,"MNQmain":0.9,".IXIC":0.9,"QID":0.9,"YMmain":0.9,"03086":0.9,"DXD":0.9,"DOG":0.9,"QLD":0.9,"TQQQ":0.9,"UDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843265418,"gmtCreate":1635833715545,"gmtModify":1635833715545,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TAL\">$TAL Education Group(TAL)$</a>great","listText":"<a href=\"https://laohu8.com/S/TAL\">$TAL Education Group(TAL)$</a>great","text":"$TAL Education Group(TAL)$great","images":[{"img":"https://static.tigerbbs.com/fdfd27ffec9599fed96235f235bef76b","width":"1125","height":"3887"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843265418","isVote":1,"tweetType":1,"viewCount":2635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855982746,"gmtCreate":1635324859616,"gmtModify":1635324859616,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hee","listText":"Hee","text":"Hee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855982746","repostId":"1137943402","repostType":4,"isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860752079,"gmtCreate":1632218761891,"gmtModify":1632802007660,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Lala","listText":"Lala","text":"Lala","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860752079","repostId":"888979301","repostType":1,"repost":{"id":888979301,"gmtCreate":1631427255503,"gmtModify":1631889252853,"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566385558470298","idStr":"3566385558470298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O5RU.SI\">$AIMS APAC REIT(O5RU.SI)$</a>wow! That's brutal&nbsp;&nbsp;[汗颜]&nbsp;&nbsp;didn't know a change in CEO will have such effect..","listText":"<a href=\"https://laohu8.com/S/O5RU.SI\">$AIMS APAC REIT(O5RU.SI)$</a>wow! That's brutal&nbsp;&nbsp;[汗颜]&nbsp;&nbsp;didn't know a change in CEO will have such effect..","text":"$AIMS APAC REIT(O5RU.SI)$wow! That's brutal [汗颜] didn't know a change in CEO will have such effect..","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888979301","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831867397,"gmtCreate":1629301408019,"gmtModify":1631891617685,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831867397","repostId":"2160737578","repostType":4,"isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833154647,"gmtCreate":1629212007889,"gmtModify":1631891617681,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Haa","listText":"Haa","text":"Haa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833154647","repostId":"1115558959","repostType":4,"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839838837,"gmtCreate":1629135395329,"gmtModify":1631891617686,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839838837","repostId":"2159246902","repostType":4,"repost":{"id":"2159246902","kind":"highlight","pubTimestamp":1629082874,"share":"https://www.laohu8.com/m/news/2159246902?lang=zh_CN&edition=full","pubTime":"2021-08-16 11:01","market":"us","language":"en","title":"What the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159246902","media":"MarketWatch","summary":"After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions ","content":"<p>After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions about stability in the Middle East and stoking some potential unrest in U.S. financial markets, amid a weekend that was rife with political developments.</p><p><blockquote>在经历了20年的阴影后，塔利班在阿富汗重新掌权，引发了人们对中东稳定的质疑，并在一个充满政治事态发展的周末引发了美国金融市场的一些潜在动荡。</blockquote></p><p> However, the impact to the stock market, with the Dow Jones Industrial Average , the S&amp;P 500 index and the Nasdaq Composite Index trading at or near record highs , is unclear.</p><p><blockquote>然而，对股市的影响尚不清楚，道琼斯工业平均指数、标普500指数和纳斯达克综合指数的交易价格处于或接近历史高点。</blockquote></p><p> \"It's a terrible situation for those U.S. folks who are still there,\" J.J. Kinahan, chief market strategist at TD Ameritrade, told MarketWatch in emailed comments on Sunday.</p><p><blockquote>“对于那些仍在那里的美国人来说，这是一个可怕的情况，”J.J.德美利证券首席市场策略师基纳汉周日在电子邮件评论中告诉MarketWatch。</blockquote></p><p> \"As far as the markets go, we'll have to wait and see on the longer-term implications,\" he said.</p><p><blockquote>“就市场而言，我们必须观望长期影响，”他说。</blockquote></p><p> Futures, however, were tilting lower, with those for the S&amp;P 500 , the Dow and the Nasdaq-100 all showing modest declines, but hardly indicating that the market's bull run amid COVID-19 was in jeopardy.</p><p><blockquote>然而，期货价格走低，标普500、道琼斯指数和纳斯达克100指数均小幅下跌，但几乎不表明市场在COVID-19期间的牛市处于危险之中。</blockquote></p><p> The benchmark 10-year Treasury note yield was at 1.27% late Sunday in New York, attracting some haven bids, with prices of government debt rising and yields moving in the opposite direction.</p><p><blockquote>周日晚间，纽约基准10年期国债收益率报1.27%，吸引了一些避险买盘，政府债务价格上涨，收益率走势相反。</blockquote></p><p> Taliban fighters took over Kabul , fearing retaliation in the new regime.</p><p><blockquote>塔利班战士接管了喀布尔，担心新政权的报复。</blockquote></p><p> President Joe Biden has rushed 5,000 troops to Kabul .</p><p><blockquote>乔·拜登总统已向喀布尔派遣5000名士兵。</blockquote></p><p> The U.S. presence in Afghanistan, spanning the tenures of Presidents George W. Bush, Barack Obama, Donald Trump and Biden, started following the Sept. 11, 2001, attacks on the World Trade Center and the Pentagon, and is now considered the U.S.'s longest military conflict, surpassing World War I, World War II and the Korean War combined .</p><p><blockquote>美国在阿富汗的存在跨越了乔治·W·布什、巴拉克·奥巴马、唐纳德·特朗普和拜登总统的任期，始于2001年9月11日世贸中心和五角大楼遇袭后，现在被认为是美国最长的军事冲突，超过了第一次世界大战、第二次世界大战和朝鲜战争的总和。</blockquote></p><p> Biden's decision to remove troops from Afghanistan came after Trump's concessions to withdraw U.S. forces , had made the case that it would destabilize the tenuous Afghanistan leadership, leaving it vulnerable to insurgent groups.</p><p><blockquote>拜登决定从阿富汗撤军之前，特朗普做出了撤出美军的让步，这表明这将破坏脆弱的阿富汗领导层的稳定，使其容易受到叛乱组织的攻击。</blockquote></p><p> For the most part, stock-market investors have been mostly sanguine amid the long-running conflict that has cost an estimated $2.261 trillion, according to research from Brown University's Watson Institute of International Public Affairs , which also estimates that 241,000 people have died as a direct result of the war.</p><p><blockquote>根据布朗大学沃森国际公共事务研究所的研究，在很大程度上，股市投资者在这场估计造成2.261万亿美元损失的长期冲突中大多持乐观态度，该研究所还估计有241,000人死亡。战争的直接结果。</blockquote></p><p> The Dow is up by nearly 270%, the S&amp;P 500 has gained more than 300% and the Nasdaq Composite has climbed more than 700% since the fall of 2001.</p><p><blockquote>自2001年秋季以来，道琼斯指数上涨了近270%，标普500上涨了300%以上，纳斯达克综合指数上涨了700%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/502f052f480a29bd870006528642c220\" tg-width=\"1064\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that the benchmark 10-year was yielding between 4% and 5% around that time.</p><p><blockquote>值得注意的是，当时基准10年期国债收益率在4%至5%之间。</blockquote></p><p> Historically, military conflict doesn't always have an impact on stocks, and war's influence, if any, on investors' psyches isn't always clear-cut. The context and economic and market environments are often a bigger driver.</p><p><blockquote>从历史上看，军事冲突并不总是对股市产生影响，战争对投资者心理的影响（如果有的话）也并不总是明确的。背景、经济和市场环境往往是更大的驱动因素。</blockquote></p><p> The U.S. was already in the throes of a recession when the attacks of 9/11 hit and the market initially dipped sharply after the attacks.</p><p><blockquote>当9/11袭击发生时，美国已经处于经济衰退的阵痛之中，袭击发生后市场最初大幅下跌。</blockquote></p><p> Markets currently are attempting to claw back from the hit caused by COVID-19 and the spread of the delta variant, with questions about the policy plans by the Federal Reserve, and other central banks, at the front of investors' minds.</p><p><blockquote>市场目前正试图从COVID-19和德尔塔变异毒株蔓延造成的打击中恢复过来，投资者首先想到的是对美联储和其他央行政策计划的质疑。</blockquote></p><p> Still, military aggressions may result in some investors turning to bets on defense contractors, which could see a boost if the animosities flare up.</p><p><blockquote>尽管如此，军事侵略可能会导致一些投资者转向押注国防承包商，如果敌意爆发，国防承包商可能会得到提振。</blockquote></p><p> Northrop Grumman Corp.'s stock <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a> is up nearly 880% and Lockeed Martin Corp.'s shares <a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a> are up 834% since 2001, while Boeing Co. <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> is up 439%, and General Dynamics Corp. <a href=\"https://laohu8.com/S/GD\">$(GD)$</a> is up over 422%, all of which outperformed the broader market during that period.</p><p><blockquote>诺斯罗普·格鲁曼公司的股票<a href=\"https://laohu8.com/S/NOC\">$（夜间）$</a>上涨近880%，锁定马丁公司股价<a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>自2001年以来增长了834%，而波音公司。<a href=\"https://laohu8.com/S/BA\">$(BA)$</a>上涨439%，通用动力公司(General Dynamics Corp.)<a href=\"https://laohu8.com/S/GD\">$(GD)$</a>上涨超过422%，均跑赢同期大盘。</blockquote></p><p> So far this year, Lockheed's stock is underperforming the broader market, up 0.9%, as is Boeing's, which has gained 9.5% in the year to date.</p><p><blockquote>今年迄今为止，洛克希德公司的股价表现逊于大盘，上涨了0.9%，波音公司的股价也是如此，今年迄今为止上涨了9.5%。</blockquote></p><p> One popular way to play defense contractors broadly is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> U.S. Aerospace &amp; Defense <a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a> exchange-traded fund, which was created in 2006 and is up 13.7% in 2021 thus far. The SPDR S&amp;P Aerospace &amp; Defense ETF <a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>, which kicked off in 2011, is up 7% year to date.</p><p><blockquote>广泛参与国防承包商的一种流行方式是<a href=\"https://laohu8.com/S/EEME\">iShares</a>美国航空航天与国防<a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a>交易所交易基金成立于2006年，2021年迄今已上涨13.7%。SPDR S&amp;P航空航天与国防ETF<a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>该计划于2011年启动，今年迄今已上涨7%。</blockquote></p><p> Overall, strategists had already been warning about the possibility of a correction as concerns about peak earnings and economic growth grow and many analysts see the Afghan escalation as simply adding to a wall of worry.</p><p><blockquote>总体而言，策略师已经警告称，随着对盈利和经济增长峰值的担忧加剧，可能会出现调整，许多分析师认为阿富汗局势升级只是加剧了担忧。</blockquote></p><p> TDAmeritrade's Kinahan said that we \"should see a lift in volatility, and perhaps some fixed-income purchasing, as this puts an element of uncertainty into the market.\"</p><p><blockquote>TDAmeritrade的Kinahan表示，我们“应该会看到波动性上升，或许还会看到一些固定收益购买，因为这给市场带来了不确定性。”</blockquote></p><p> But don't be surprised if the market's reaction to the possibility of military tensions is counterintuitive, as Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, has written in the past about the market's sometimes odd reaction to war , summing it up thusly.</p><p><blockquote>但如果市场对军事紧张局势可能性的反应违反直觉，请不要感到惊讶，正如Ritholtz Wealth Management LLC的投资组合经理本·卡尔森(Ben Carlson)过去曾写过有关市场对战争有时会做出奇怪反应的文章，并这样总结。</blockquote></p><p></p><p> \"Markets don't always respond to geopolitical events the way you think.\"</p><p><blockquote>“市场并不总是像你想象的那样对地缘政治事件做出反应。”</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</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; 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\">\nWhat the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-16 11:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions about stability in the Middle East and stoking some potential unrest in U.S. financial markets, amid a weekend that was rife with political developments.</p><p><blockquote>在经历了20年的阴影后，塔利班在阿富汗重新掌权，引发了人们对中东稳定的质疑，并在一个充满政治事态发展的周末引发了美国金融市场的一些潜在动荡。</blockquote></p><p> However, the impact to the stock market, with the Dow Jones Industrial Average , the S&amp;P 500 index and the Nasdaq Composite Index trading at or near record highs , is unclear.</p><p><blockquote>然而，对股市的影响尚不清楚，道琼斯工业平均指数、标普500指数和纳斯达克综合指数的交易价格处于或接近历史高点。</blockquote></p><p> \"It's a terrible situation for those U.S. folks who are still there,\" J.J. Kinahan, chief market strategist at TD Ameritrade, told MarketWatch in emailed comments on Sunday.</p><p><blockquote>“对于那些仍在那里的美国人来说，这是一个可怕的情况，”J.J.德美利证券首席市场策略师基纳汉周日在电子邮件评论中告诉MarketWatch。</blockquote></p><p> \"As far as the markets go, we'll have to wait and see on the longer-term implications,\" he said.</p><p><blockquote>“就市场而言，我们必须观望长期影响，”他说。</blockquote></p><p> Futures, however, were tilting lower, with those for the S&amp;P 500 , the Dow and the Nasdaq-100 all showing modest declines, but hardly indicating that the market's bull run amid COVID-19 was in jeopardy.</p><p><blockquote>然而，期货价格走低，标普500、道琼斯指数和纳斯达克100指数均小幅下跌，但几乎不表明市场在COVID-19期间的牛市处于危险之中。</blockquote></p><p> The benchmark 10-year Treasury note yield was at 1.27% late Sunday in New York, attracting some haven bids, with prices of government debt rising and yields moving in the opposite direction.</p><p><blockquote>周日晚间，纽约基准10年期国债收益率报1.27%，吸引了一些避险买盘，政府债务价格上涨，收益率走势相反。</blockquote></p><p> Taliban fighters took over Kabul , fearing retaliation in the new regime.</p><p><blockquote>塔利班战士接管了喀布尔，担心新政权的报复。</blockquote></p><p> President Joe Biden has rushed 5,000 troops to Kabul .</p><p><blockquote>乔·拜登总统已向喀布尔派遣5000名士兵。</blockquote></p><p> The U.S. presence in Afghanistan, spanning the tenures of Presidents George W. Bush, Barack Obama, Donald Trump and Biden, started following the Sept. 11, 2001, attacks on the World Trade Center and the Pentagon, and is now considered the U.S.'s longest military conflict, surpassing World War I, World War II and the Korean War combined .</p><p><blockquote>美国在阿富汗的存在跨越了乔治·W·布什、巴拉克·奥巴马、唐纳德·特朗普和拜登总统的任期，始于2001年9月11日世贸中心和五角大楼遇袭后，现在被认为是美国最长的军事冲突，超过了第一次世界大战、第二次世界大战和朝鲜战争的总和。</blockquote></p><p> Biden's decision to remove troops from Afghanistan came after Trump's concessions to withdraw U.S. forces , had made the case that it would destabilize the tenuous Afghanistan leadership, leaving it vulnerable to insurgent groups.</p><p><blockquote>拜登决定从阿富汗撤军之前，特朗普做出了撤出美军的让步，这表明这将破坏脆弱的阿富汗领导层的稳定，使其容易受到叛乱组织的攻击。</blockquote></p><p> For the most part, stock-market investors have been mostly sanguine amid the long-running conflict that has cost an estimated $2.261 trillion, according to research from Brown University's Watson Institute of International Public Affairs , which also estimates that 241,000 people have died as a direct result of the war.</p><p><blockquote>根据布朗大学沃森国际公共事务研究所的研究，在很大程度上，股市投资者在这场估计造成2.261万亿美元损失的长期冲突中大多持乐观态度，该研究所还估计有241,000人死亡。战争的直接结果。</blockquote></p><p> The Dow is up by nearly 270%, the S&amp;P 500 has gained more than 300% and the Nasdaq Composite has climbed more than 700% since the fall of 2001.</p><p><blockquote>自2001年秋季以来，道琼斯指数上涨了近270%，标普500上涨了300%以上，纳斯达克综合指数上涨了700%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/502f052f480a29bd870006528642c220\" tg-width=\"1064\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that the benchmark 10-year was yielding between 4% and 5% around that time.</p><p><blockquote>值得注意的是，当时基准10年期国债收益率在4%至5%之间。</blockquote></p><p> Historically, military conflict doesn't always have an impact on stocks, and war's influence, if any, on investors' psyches isn't always clear-cut. The context and economic and market environments are often a bigger driver.</p><p><blockquote>从历史上看，军事冲突并不总是对股市产生影响，战争对投资者心理的影响（如果有的话）也并不总是明确的。背景、经济和市场环境往往是更大的驱动因素。</blockquote></p><p> The U.S. was already in the throes of a recession when the attacks of 9/11 hit and the market initially dipped sharply after the attacks.</p><p><blockquote>当9/11袭击发生时，美国已经处于经济衰退的阵痛之中，袭击发生后市场最初大幅下跌。</blockquote></p><p> Markets currently are attempting to claw back from the hit caused by COVID-19 and the spread of the delta variant, with questions about the policy plans by the Federal Reserve, and other central banks, at the front of investors' minds.</p><p><blockquote>市场目前正试图从COVID-19和德尔塔变异毒株蔓延造成的打击中恢复过来，投资者首先想到的是对美联储和其他央行政策计划的质疑。</blockquote></p><p> Still, military aggressions may result in some investors turning to bets on defense contractors, which could see a boost if the animosities flare up.</p><p><blockquote>尽管如此，军事侵略可能会导致一些投资者转向押注国防承包商，如果敌意爆发，国防承包商可能会得到提振。</blockquote></p><p> Northrop Grumman Corp.'s stock <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a> is up nearly 880% and Lockeed Martin Corp.'s shares <a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a> are up 834% since 2001, while Boeing Co. <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> is up 439%, and General Dynamics Corp. <a href=\"https://laohu8.com/S/GD\">$(GD)$</a> is up over 422%, all of which outperformed the broader market during that period.</p><p><blockquote>诺斯罗普·格鲁曼公司的股票<a href=\"https://laohu8.com/S/NOC\">$（夜间）$</a>上涨近880%，锁定马丁公司股价<a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>自2001年以来增长了834%，而波音公司。<a href=\"https://laohu8.com/S/BA\">$(BA)$</a>上涨439%，通用动力公司(General Dynamics Corp.)<a href=\"https://laohu8.com/S/GD\">$(GD)$</a>上涨超过422%，均跑赢同期大盘。</blockquote></p><p> So far this year, Lockheed's stock is underperforming the broader market, up 0.9%, as is Boeing's, which has gained 9.5% in the year to date.</p><p><blockquote>今年迄今为止，洛克希德公司的股价表现逊于大盘，上涨了0.9%，波音公司的股价也是如此，今年迄今为止上涨了9.5%。</blockquote></p><p> One popular way to play defense contractors broadly is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> U.S. Aerospace &amp; Defense <a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a> exchange-traded fund, which was created in 2006 and is up 13.7% in 2021 thus far. The SPDR S&amp;P Aerospace &amp; Defense ETF <a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>, which kicked off in 2011, is up 7% year to date.</p><p><blockquote>广泛参与国防承包商的一种流行方式是<a href=\"https://laohu8.com/S/EEME\">iShares</a>美国航空航天与国防<a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a>交易所交易基金成立于2006年，2021年迄今已上涨13.7%。SPDR S&amp;P航空航天与国防ETF<a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>该计划于2011年启动，今年迄今已上涨7%。</blockquote></p><p> Overall, strategists had already been warning about the possibility of a correction as concerns about peak earnings and economic growth grow and many analysts see the Afghan escalation as simply adding to a wall of worry.</p><p><blockquote>总体而言，策略师已经警告称，随着对盈利和经济增长峰值的担忧加剧，可能会出现调整，许多分析师认为阿富汗局势升级只是加剧了担忧。</blockquote></p><p> TDAmeritrade's Kinahan said that we \"should see a lift in volatility, and perhaps some fixed-income purchasing, as this puts an element of uncertainty into the market.\"</p><p><blockquote>TDAmeritrade的Kinahan表示，我们“应该会看到波动性上升，或许还会看到一些固定收益购买，因为这给市场带来了不确定性。”</blockquote></p><p> But don't be surprised if the market's reaction to the possibility of military tensions is counterintuitive, as Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, has written in the past about the market's sometimes odd reaction to war , summing it up thusly.</p><p><blockquote>但如果市场对军事紧张局势可能性的反应违反直觉，请不要感到惊讶，正如Ritholtz Wealth Management LLC的投资组合经理本·卡尔森(Ben Carlson)过去曾写过有关市场对战争有时会做出奇怪反应的文章，并这样总结。</blockquote></p><p></p><p> \"Markets don't always respond to geopolitical events the way you think.\"</p><p><blockquote>“市场并不总是像你想象的那样对地缘政治事件做出反应。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/what-the-collapse-of-the-afghan-government-might-mean-for-the-u-s-stock-market-11629081544?mod=newsviewer_click\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","OEX":"标普100","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares"},"source_url":"https://www.marketwatch.com/story/what-the-collapse-of-the-afghan-government-might-mean-for-the-u-s-stock-market-11629081544?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159246902","content_text":"After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions about stability in the Middle East and stoking some potential unrest in U.S. financial markets, amid a weekend that was rife with political developments.\nHowever, the impact to the stock market, with the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index trading at or near record highs , is unclear.\n\"It's a terrible situation for those U.S. folks who are still there,\" J.J. Kinahan, chief market strategist at TD Ameritrade, told MarketWatch in emailed comments on Sunday.\n\"As far as the markets go, we'll have to wait and see on the longer-term implications,\" he said.\nFutures, however, were tilting lower, with those for the S&P 500 , the Dow and the Nasdaq-100 all showing modest declines, but hardly indicating that the market's bull run amid COVID-19 was in jeopardy.\nThe benchmark 10-year Treasury note yield was at 1.27% late Sunday in New York, attracting some haven bids, with prices of government debt rising and yields moving in the opposite direction.\nTaliban fighters took over Kabul , fearing retaliation in the new regime.\nPresident Joe Biden has rushed 5,000 troops to Kabul .\nThe U.S. presence in Afghanistan, spanning the tenures of Presidents George W. Bush, Barack Obama, Donald Trump and Biden, started following the Sept. 11, 2001, attacks on the World Trade Center and the Pentagon, and is now considered the U.S.'s longest military conflict, surpassing World War I, World War II and the Korean War combined .\nBiden's decision to remove troops from Afghanistan came after Trump's concessions to withdraw U.S. forces , had made the case that it would destabilize the tenuous Afghanistan leadership, leaving it vulnerable to insurgent groups.\nFor the most part, stock-market investors have been mostly sanguine amid the long-running conflict that has cost an estimated $2.261 trillion, according to research from Brown University's Watson Institute of International Public Affairs , which also estimates that 241,000 people have died as a direct result of the war.\nThe Dow is up by nearly 270%, the S&P 500 has gained more than 300% and the Nasdaq Composite has climbed more than 700% since the fall of 2001.\n\nIt's worth noting that the benchmark 10-year was yielding between 4% and 5% around that time.\nHistorically, military conflict doesn't always have an impact on stocks, and war's influence, if any, on investors' psyches isn't always clear-cut. The context and economic and market environments are often a bigger driver.\nThe U.S. was already in the throes of a recession when the attacks of 9/11 hit and the market initially dipped sharply after the attacks.\nMarkets currently are attempting to claw back from the hit caused by COVID-19 and the spread of the delta variant, with questions about the policy plans by the Federal Reserve, and other central banks, at the front of investors' minds.\nStill, military aggressions may result in some investors turning to bets on defense contractors, which could see a boost if the animosities flare up.\nNorthrop Grumman Corp.'s stock $(NOC)$ is up nearly 880% and Lockeed Martin Corp.'s shares $(LMT)$ are up 834% since 2001, while Boeing Co. $(BA)$ is up 439%, and General Dynamics Corp. $(GD)$ is up over 422%, all of which outperformed the broader market during that period.\nSo far this year, Lockheed's stock is underperforming the broader market, up 0.9%, as is Boeing's, which has gained 9.5% in the year to date.\nOne popular way to play defense contractors broadly is the iShares U.S. Aerospace & Defense $(ITA)$ exchange-traded fund, which was created in 2006 and is up 13.7% in 2021 thus far. The SPDR S&P Aerospace & Defense ETF $(XAR.UK)$, which kicked off in 2011, is up 7% year to date.\nOverall, strategists had already been warning about the possibility of a correction as concerns about peak earnings and economic growth grow and many analysts see the Afghan escalation as simply adding to a wall of worry.\nTDAmeritrade's Kinahan said that we \"should see a lift in volatility, and perhaps some fixed-income purchasing, as this puts an element of uncertainty into the market.\"\nBut don't be surprised if the market's reaction to the possibility of military tensions is counterintuitive, as Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, has written in the past about the market's sometimes odd reaction to war , summing it up thusly.\n\"Markets don't always respond to geopolitical events the way you think.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPXU":0.9,"OEX":0.9,".SPX":0.9,"SSO":0.9,".DJI":0.9,"SH":0.9,"UPRO":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830198686,"gmtCreate":1629023556545,"gmtModify":1631891617691,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hoooo","listText":"Hoooo","text":"Hoooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830198686","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</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>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</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\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">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":{"AMRS":"阿米瑞斯","SITE":"SiteOne Landscape Supply, Inc.","JBHT":"JB Hunt运输服务","BAH":"博思艾伦咨询公司","UPWK":"Upwork Inc.","VAC":"万豪度假环球","STAA":"STAAR Surgical Company","SFIX":"Stitch Fix Inc.","TREX":"Trex Co Inc","AMED":"阿米斯医疗"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"BAH":0.9,"TREX":0.9,"SITE":0.9,"UPWK":0.9,"AMED":0.9,"VAC":0.9,"JBHT":0.9,"STAA":0.9,"AMRS":0.9,"SFIX":0.9}},"isVote":1,"tweetType":1,"viewCount":2140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895459992,"gmtCreate":1628768220516,"gmtModify":1631891617694,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hey","listText":"Hey","text":"Hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895459992","repostId":"2158251165","repostType":4,"isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892369600,"gmtCreate":1628639636300,"gmtModify":1631891617701,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Ho","listText":"Ho","text":"Ho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892369600","repostId":"2158035654","repostType":4,"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896516548,"gmtCreate":1628592870984,"gmtModify":1631891617698,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hee","listText":"Hee","text":"Hee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896516548","repostId":"1135437633","repostType":4,"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898448190,"gmtCreate":1628519091110,"gmtModify":1631891617702,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Haaa","listText":"Haaa","text":"Haaa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898448190","repostId":"1141877175","repostType":4,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891283629,"gmtCreate":1628391674261,"gmtModify":1631891617704,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891283629","repostId":"1180529438","repostType":4,"repost":{"id":"1180529438","kind":"news","pubTimestamp":1628386129,"share":"https://www.laohu8.com/m/news/1180529438?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:28","market":"us","language":"en","title":"SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180529438","media":"Benzinga","summary":"The United States Securities and Exchange Commission  sued the organization responsible for the development of a decentralized finance  protocol over activities involved with the project for the first time.What Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purported","content":"<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</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\">\nSEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-08-08 09:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Benzinga</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":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180529438","content_text":"The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.\nWhat Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.\nThe SEC notes that Blockchain Credit Partners founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial the accusations.\nNew Game, Old Rules?\nSEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.\nThe SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.\nIn a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.\nWhat's Next:If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force Ethereum's (CRYPTO: ETH) core development team to write an update stopping such a project?\nIf the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away between their fingers like sand, and they are going to try to grab it.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891020622,"gmtCreate":1628308949266,"gmtModify":1631891617708,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891020622","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899748767,"gmtCreate":1628217319859,"gmtModify":1633752500957,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hee","listText":"Hee","text":"Hee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899748767","repostId":"1188253337","repostType":4,"repost":{"id":"1188253337","kind":"news","pubTimestamp":1628216944,"share":"https://www.laohu8.com/m/news/1188253337?lang=zh_CN&edition=full","pubTime":"2021-08-06 10:29","market":"us","language":"en","title":"The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示，标普500今年可能再上涨6%。为什么这么乐观。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188253337","media":"Barrons","summary":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been t","content":"<p>Goldman Sachs strategists raised their target for the S&amp;P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.</p><p><blockquote>高盛策略师上调了标普500的目标，称企业盈利强劲，不容忽视，债券收益率仍居高不下。</blockquote></p><p> The investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.</p><p><blockquote>该投资银行现在表示，到年底，市场基准可能会达到4700点，高于之前4300点的看涨期权。这意味着该指数较当前水平上涨略高于6%。</blockquote></p><p> One of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations&nbsp;by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&amp;P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.</p><p><blockquote>更为乐观的观点背后的主要因素之一是第二季度盈利远高于预期，超出预期的幅度为历史上较大。高盛策略师目前预计，标普500公司今年的每股总收益将为207美元，高于此前预测的193美元。他们预计2022年总每股收益为212美元，高于202美元。</blockquote></p><p> The forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.</p><p><blockquote>预测分别为45%和2%的同比增长，因为被压抑的需求推动今年的利润超过2019年的水平，然后增长将在2022年放缓。策略师将企业税率上调纳入2022年利润预测中，并略有降低。</blockquote></p><p> The other key consideration is that valuations could remain fairly high because&nbsp;bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.</p><p><blockquote>另一个关键考虑因素是，由于债券收益率仍然较低，估值可能仍然相当高。高盛预计该指数股票的平均交易价格是2022年每股收益预期的22.1倍，略高于目前的21倍。低债券收益率降低了投资固定收益证券的吸引力，也增加了未来利润的现值。</blockquote></p><p> “Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.</p><p><blockquote>高盛首席美国股票策略师David Kostin写道：“低于预期的利率支撑了22倍的稳定预期市盈率。”</blockquote></p><p> The strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.</p><p><blockquote>策略师将年底前10年期国债收益率预期从1.9%下调至1.6%。尽管通胀预期上升，一些市场参与者认为购买债券是一笔不错的交易，但收益率目前仍为1.2%。</blockquote></p><p> <b>I</b>nflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were&nbsp;piling into the debt, sending the price up and the yield down.</p><p><blockquote><b>我</b>根据圣路易斯联储的数据，长期通胀率预计将略高于2%，债券投资者通常要求高于通胀率的回报。但10年期国债收益率仍远低于预期通胀，即使在一些投资者大量买入债券导致价格上涨和收益率下降的一段时间之后。</blockquote></p><p> Goldman’s 2021 target for the S&amp;P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.</p><p><blockquote>高盛2021年标普500目标意味着股票收益率将比投资者从债券中获得的1.6%高出3个百分点。这使得股票估值看起来合理。</blockquote></p><p> The current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.</p><p><blockquote>当前的金发姑娘环境——经济强劲，但债券收益率较低——使股市受到青睐。</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>The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示，标普500今年可能再上涨6%。为什么这么乐观。</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\">\nThe S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示，标普500今年可能再上涨6%。为什么这么乐观。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-06 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Goldman Sachs strategists raised their target for the S&amp;P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.</p><p><blockquote>高盛策略师上调了标普500的目标，称企业盈利强劲，不容忽视，债券收益率仍居高不下。</blockquote></p><p> The investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.</p><p><blockquote>该投资银行现在表示，到年底，市场基准可能会达到4700点，高于之前4300点的看涨期权。这意味着该指数较当前水平上涨略高于6%。</blockquote></p><p> One of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations&nbsp;by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&amp;P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.</p><p><blockquote>更为乐观的观点背后的主要因素之一是第二季度盈利远高于预期，超出预期的幅度为历史上较大。高盛策略师目前预计，标普500公司今年的每股总收益将为207美元，高于此前预测的193美元。他们预计2022年总每股收益为212美元，高于202美元。</blockquote></p><p> The forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.</p><p><blockquote>预测分别为45%和2%的同比增长，因为被压抑的需求推动今年的利润超过2019年的水平，然后增长将在2022年放缓。策略师将企业税率上调纳入2022年利润预测中，并略有降低。</blockquote></p><p> The other key consideration is that valuations could remain fairly high because&nbsp;bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.</p><p><blockquote>另一个关键考虑因素是，由于债券收益率仍然较低，估值可能仍然相当高。高盛预计该指数股票的平均交易价格是2022年每股收益预期的22.1倍，略高于目前的21倍。低债券收益率降低了投资固定收益证券的吸引力，也增加了未来利润的现值。</blockquote></p><p> “Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.</p><p><blockquote>高盛首席美国股票策略师David Kostin写道：“低于预期的利率支撑了22倍的稳定预期市盈率。”</blockquote></p><p> The strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.</p><p><blockquote>策略师将年底前10年期国债收益率预期从1.9%下调至1.6%。尽管通胀预期上升，一些市场参与者认为购买债券是一笔不错的交易，但收益率目前仍为1.2%。</blockquote></p><p> <b>I</b>nflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were&nbsp;piling into the debt, sending the price up and the yield down.</p><p><blockquote><b>我</b>根据圣路易斯联储的数据，长期通胀率预计将略高于2%，债券投资者通常要求高于通胀率的回报。但10年期国债收益率仍远低于预期通胀，即使在一些投资者大量买入债券导致价格上涨和收益率下降的一段时间之后。</blockquote></p><p> Goldman’s 2021 target for the S&amp;P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.</p><p><blockquote>高盛2021年标普500目标意味着股票收益率将比投资者从债券中获得的1.6%高出3个百分点。这使得股票估值看起来合理。</blockquote></p><p> The current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.</p><p><blockquote>当前的金发姑娘环境——经济强劲，但债券收益率较低——使股市受到青睐。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188253337","content_text":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.\nThe investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.\nOne of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.\nThe forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.\nThe other key consideration is that valuations could remain fairly high because bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.\n“Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.\nThe strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.\nInflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were piling into the debt, sending the price up and the yield down.\nGoldman’s 2021 target for the S&P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.\nThe current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899936244,"gmtCreate":1628150459788,"gmtModify":1633753132733,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Wee","listText":"Wee","text":"Wee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899936244","repostId":"1132157371","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804795617,"gmtCreate":1627978628439,"gmtModify":1633754700542,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804795617","repostId":"2156462011","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804317141,"gmtCreate":1627922400483,"gmtModify":1633755216748,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Wee","listText":"Wee","text":"Wee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804317141","repostId":"2156511670","repostType":4,"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802266623,"gmtCreate":1627783367662,"gmtModify":1633756457406,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Like like","listText":"Like like","text":"Like like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802266623","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":178850817,"gmtCreate":1626799452039,"gmtModify":1633770897473,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/178850817","repostId":"2152657163","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806501029,"gmtCreate":1627662545561,"gmtModify":1633757290443,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hihi like pls","listText":"Hihi like pls","text":"Hihi like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/806501029","repostId":"1109908934","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808153893,"gmtCreate":1627566208712,"gmtModify":1633763746085,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/808153893","repostId":"1165497040","repostType":4,"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833154647,"gmtCreate":1629212007889,"gmtModify":1631891617681,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Haa","listText":"Haa","text":"Haa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833154647","repostId":"1115558959","repostType":4,"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178827925,"gmtCreate":1626799253367,"gmtModify":1633770898388,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/178827925","repostId":"1131848465","repostType":4,"repost":{"id":"1131848465","kind":"news","pubTimestamp":1626792900,"share":"https://www.laohu8.com/m/news/1131848465?lang=zh_CN&edition=full","pubTime":"2021-07-20 22:55","market":"us","language":"en","title":"ARK Buys Another 310,000 Grayscale Bitcoin Trust Shares On Dip<blockquote>ARK逢低买入另外310,000股灰度比特币信托股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131848465","media":"The Street","summary":"In addition to Grayscale Bitcoin Trust shares, ARK added another 71,877 shares of Coinbase across tw","content":"<p>  In addition to Grayscale Bitcoin Trust shares, ARK added another 71,877 shares of Coinbase across two ETFs.  According to asubscriptionto the firm's trade activity, Cathie Wood's ARK Invest purchased an additional 310,067 shares of the Grayscale Bitcoin Trust (GBTC) yesterday. The shares were worth approximately $7.8 million at the time of purchase.</p><p><blockquote>除了灰度比特币信托股票外，ARK还在两只ETF中另外增加了71,877股Coinbase股票。根据该公司交易活动的订阅，Cathie Wood的ARK Invest昨天额外购买了310,067股灰度比特币信托(GBTC)股票。购买时，这些股票价值约780万美元。</blockquote></p><p> ARK used its ARKW ETF to purchase the shares, adding 310,067 shares to its existing 8,845,921 holdings, bringing the weighting of GBTC in the ETF to just over 4.1%.</p><p><blockquote>ARK使用其ARKW ETF购买了这些股票，在其现有8,845,921股的基础上增加了310,067股，使GBTC在ETF中的权重略高于4.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/482fcf3d71c1895d7d08452179bcd8af\" tg-width=\"700\" tg-height=\"803\" width=\"100%\" height=\"auto\">ARK also added another&nbsp;71,877 Coinbase (COIN) shares across its ARKF and ARKW ETFs, showing a continued and ever-growing position in crypto-related assets. In the last few weeks, the company has beencontinuouslybuying more andmoreCoinbase shares as prices have fallen.</p><p><blockquote>ARK还在其ARKF和ARKW ETF中另外增加了71,877股Coinbase(COIN)股票，显示其在加密货币相关资产中的头寸持续且不断增长。过去几周，随着价格下跌，该公司不断购买越来越多的Coinbase股票。</blockquote></p><p> On Friday it wasrevealedthat the company had added $53.6 million worth of Square (SQ) shares across a couple of ETFs just after Jack Dorseyannouncedthat Square would make a division dedicated to developing DeFi on Bitcoin.</p><p><blockquote>周五，就在Jack Dorsee宣布Square将成立一个部门专门开发比特币DeFi后，该公司在几只ETF中增持了价值5360万美元的Square(SQ)股票。</blockquote></p><p> ARK has shown immense levels of confidence in the cryptocurrency industry's future by growing its positions as prices have dropped. Should prices begin to climb again, these holdings acquired at such low levels would have a tremendous payoff.</p><p><blockquote>随着价格下跌，ARK通过增持头寸，表现出了对加密货币行业未来的极大信心。如果价格再次开始攀升，这些在如此低的水平上收购的股票将会有巨大的回报。</blockquote></p><p> <i>This story is developing.</i></p><p><blockquote><i>这个故事正在发展。</i></blockquote></p><p></p>","source":"lsy1610613172068","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>ARK Buys Another 310,000 Grayscale Bitcoin Trust Shares On Dip<blockquote>ARK逢低买入另外310,000股灰度比特币信托股票</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\">\nARK Buys Another 310,000 Grayscale Bitcoin Trust Shares On Dip<blockquote>ARK逢低买入另外310,000股灰度比特币信托股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-20 22:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  In addition to Grayscale Bitcoin Trust shares, ARK added another 71,877 shares of Coinbase across two ETFs.  According to asubscriptionto the firm's trade activity, Cathie Wood's ARK Invest purchased an additional 310,067 shares of the Grayscale Bitcoin Trust (GBTC) yesterday. The shares were worth approximately $7.8 million at the time of purchase.</p><p><blockquote>除了灰度比特币信托股票外，ARK还在两只ETF中另外增加了71,877股Coinbase股票。根据该公司交易活动的订阅，Cathie Wood的ARK Invest昨天额外购买了310,067股灰度比特币信托(GBTC)股票。购买时，这些股票价值约780万美元。</blockquote></p><p> ARK used its ARKW ETF to purchase the shares, adding 310,067 shares to its existing 8,845,921 holdings, bringing the weighting of GBTC in the ETF to just over 4.1%.</p><p><blockquote>ARK使用其ARKW ETF购买了这些股票，在其现有8,845,921股的基础上增加了310,067股，使GBTC在ETF中的权重略高于4.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/482fcf3d71c1895d7d08452179bcd8af\" tg-width=\"700\" tg-height=\"803\" width=\"100%\" height=\"auto\">ARK also added another&nbsp;71,877 Coinbase (COIN) shares across its ARKF and ARKW ETFs, showing a continued and ever-growing position in crypto-related assets. In the last few weeks, the company has beencontinuouslybuying more andmoreCoinbase shares as prices have fallen.</p><p><blockquote>ARK还在其ARKF和ARKW ETF中另外增加了71,877股Coinbase(COIN)股票，显示其在加密货币相关资产中的头寸持续且不断增长。过去几周，随着价格下跌，该公司不断购买越来越多的Coinbase股票。</blockquote></p><p> On Friday it wasrevealedthat the company had added $53.6 million worth of Square (SQ) shares across a couple of ETFs just after Jack Dorseyannouncedthat Square would make a division dedicated to developing DeFi on Bitcoin.</p><p><blockquote>周五，就在Jack Dorsee宣布Square将成立一个部门专门开发比特币DeFi后，该公司在几只ETF中增持了价值5360万美元的Square(SQ)股票。</blockquote></p><p> ARK has shown immense levels of confidence in the cryptocurrency industry's future by growing its positions as prices have dropped. Should prices begin to climb again, these holdings acquired at such low levels would have a tremendous payoff.</p><p><blockquote>随着价格下跌，ARK通过增持头寸，表现出了对加密货币行业未来的极大信心。如果价格再次开始攀升，这些在如此低的水平上收购的股票将会有巨大的回报。</blockquote></p><p> <i>This story is developing.</i></p><p><blockquote><i>这个故事正在发展。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/crypto/bitcoin/ark-buys-huge-amount-of-grayscale-bitcoin-trust-shares-during-dip\">The Street</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":{"ARKK":"ARK Innovation ETF","GBTC":"比特币ETF-Grayscale","ARKW":"ARK Next Generation Internet ETF","ARKF":"ARK Fintech Innovation ETF","ARKX":"ARK Space Exploration & Innovation ETF","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://www.thestreet.com/crypto/bitcoin/ark-buys-huge-amount-of-grayscale-bitcoin-trust-shares-during-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131848465","content_text":"In addition to Grayscale Bitcoin Trust shares, ARK added another 71,877 shares of Coinbase across two ETFs.\n\nAccording to asubscriptionto the firm's trade activity, Cathie Wood's ARK Invest purchased an additional 310,067 shares of the Grayscale Bitcoin Trust (GBTC) yesterday. The shares were worth approximately $7.8 million at the time of purchase.\nARK used its ARKW ETF to purchase the shares, adding 310,067 shares to its existing 8,845,921 holdings, bringing the weighting of GBTC in the ETF to just over 4.1%.\nARK also added another 71,877 Coinbase (COIN) shares across its ARKF and ARKW ETFs, showing a continued and ever-growing position in crypto-related assets. In the last few weeks, the company has beencontinuouslybuying more andmoreCoinbase shares as prices have fallen.\nOn Friday it wasrevealedthat the company had added $53.6 million worth of Square (SQ) shares across a couple of ETFs just after Jack Dorseyannouncedthat Square would make a division dedicated to developing DeFi on Bitcoin.\nARK has shown immense levels of confidence in the cryptocurrency industry's future by growing its positions as prices have dropped. Should prices begin to climb again, these holdings acquired at such low levels would have a tremendous payoff.\nThis story is developing.","news_type":1,"symbols_score_info":{"ARKK":0.9,"GBTC":0.9,"ARKX":0.9,"ARKW":0.9,"ARKG":0.9,"ARKF":0.9}},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170755542,"gmtCreate":1626455194686,"gmtModify":1633926571375,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;","text":"[Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/170755542","repostId":"1150012119","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891283629,"gmtCreate":1628391674261,"gmtModify":1631891617704,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891283629","repostId":"1180529438","repostType":4,"repost":{"id":"1180529438","kind":"news","pubTimestamp":1628386129,"share":"https://www.laohu8.com/m/news/1180529438?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:28","market":"us","language":"en","title":"SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180529438","media":"Benzinga","summary":"The United States Securities and Exchange Commission  sued the organization responsible for the development of a decentralized finance  protocol over activities involved with the project for the first time.What Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purported","content":"<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</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\">\nSEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC提起首起DeFi未注册证券诉讼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-08-08 09:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会（SEC）就该项目涉及的活动起诉了负责开发分散金融（DeFi）协议的组织...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Benzinga</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":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180529438","content_text":"The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.\nWhat Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.\nThe SEC notes that Blockchain Credit Partners founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial the accusations.\nNew Game, Old Rules?\nSEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.\nThe SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.\nIn a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.\nWhat's Next:If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force Ethereum's (CRYPTO: ETH) core development team to write an update stopping such a project?\nIf the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away between their fingers like sand, and they are going to try to grab it.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804795617,"gmtCreate":1627978628439,"gmtModify":1633754700542,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804795617","repostId":"2156462011","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":855982746,"gmtCreate":1635324859616,"gmtModify":1635324859616,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hee","listText":"Hee","text":"Hee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855982746","repostId":"1137943402","repostType":4,"isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899936244,"gmtCreate":1628150459788,"gmtModify":1633753132733,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Wee","listText":"Wee","text":"Wee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899936244","repostId":"1132157371","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800158305,"gmtCreate":1627287625607,"gmtModify":1633766502927,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Likey pls","listText":"Likey pls","text":"Likey pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800158305","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804317141,"gmtCreate":1627922400483,"gmtModify":1633755216748,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Wee","listText":"Wee","text":"Wee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804317141","repostId":"2156511670","repostType":4,"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896516548,"gmtCreate":1628592870984,"gmtModify":1631891617698,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hee","listText":"Hee","text":"Hee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896516548","repostId":"1135437633","repostType":4,"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891020622,"gmtCreate":1628308949266,"gmtModify":1631891617708,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891020622","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809131595,"gmtCreate":1627351506517,"gmtModify":1633765828006,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809131595","repostId":"2154964378","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174771240,"gmtCreate":1627150579080,"gmtModify":1633767646649,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174771240","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872085868,"gmtCreate":1637375852905,"gmtModify":1637375853074,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hhh","listText":"Hhh","text":"Hhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872085868","repostId":"1131597182","repostType":2,"repost":{"id":"1131597182","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":1637368436,"share":"https://www.laohu8.com/m/news/1131597182?lang=zh_CN&edition=full","pubTime":"2021-11-20 08:33","market":"us","language":"zh","title":"昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1131597182","media":"老虎资讯综合","summary":"摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0","content":"<blockquote>\n 摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n</blockquote>\n<p>周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。</p>\n<p>奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。</p>\n<p>美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。</p>\n<p>不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。</p>\n<p>E-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。</p>\n<p><b>市场动态</b></p>\n<p>截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/e6c25195a6a225ee8112c0d794aa4d24\" tg-width=\"551\" tg-height=\"68\" referrerpolicy=\"no-referrer\"></p>\n<p>美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。</p>\n<p>标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。</p>\n<p><b>热门股表现</b></p>\n<p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.54%，Meta涨1.95%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨4.14%；<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌0.50%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.53%，奈飞跌0.47%。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.70%，报每股160.55美元，再创历史新高。</b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/be5ea61cf46748f04ad47b369b1216b4\" tg-width=\"1040\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源汽车股普遍上扬。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.71%，Rivian涨4.23%，Lucid涨17.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/9da711a533f7044c3824071e6013fd29\" tg-width=\"1033\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.92%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.77%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨1.28%，微博涨0.50%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌1.54%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.68%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.27%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌3.77%。</p>\n<p>造车新势力中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.65%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.80%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.23%；中概教育股普涨，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨5.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.29%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨18.35%。</p>\n<p><b>公司消息</b></p>\n<p><a href=\"https://laohu8.com/NW/2184847682\" target=\"_blank\"><b>福特和Rivian取消联合开发电动汽车的计划</b></a></p>\n<p>福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”</p>\n<p><b>Stellantis强制14,000多名美国员工接种新冠疫苗</b></p>\n<p>汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。</p>\n<p><b>丰田计划在北卡罗来纳州建设在美的第一座电池厂</b></p>\n<p>知情人士告诉彭博社，<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。</p>\n<p><a href=\"https://laohu8.com/NW/2184493448\" target=\"_blank\"><b>美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针</b></a></p>\n<p>美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。</p>\n<p><b>加拿大批准辉瑞新冠疫苗用于5至11岁儿童</b></p>\n<p>加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。</p>\n<p><b>欧盟监管机构支持将<a href=\"https://laohu8.com/S/MRK\">默沙东</a>的抗新冠药物用于紧急使用</b></p>\n<p>欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。</p>\n<p><a href=\"https://laohu8.com/NW/2184846073\" target=\"_blank\"><b>波音进一步放慢787梦想飞机的生产</b></a></p>\n<p>道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。</p>\n<p><a href=\"https://laohu8.com/NW/1107274527\" target=\"_blank\"><b>美国国防部邀请多家科技巨头投标其新云计算合同</b></a></p>\n<p>美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2184011812\" target=\"_blank\"><b>微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇</b></a></p>\n<p>微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。</p>\n<p><a href=\"https://laohu8.com/NW/2184427588\" target=\"_blank\"><b>动视暴雪1330多名员工发起请愿要求CEO辞职</b></a></p>\n<p>美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。</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>昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压</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: 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昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压\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\">2021-11-20 08:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n</blockquote>\n<p>周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。</p>\n<p>奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。</p>\n<p>美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。</p>\n<p>不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。</p>\n<p>E-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。</p>\n<p><b>市场动态</b></p>\n<p>截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/e6c25195a6a225ee8112c0d794aa4d24\" tg-width=\"551\" tg-height=\"68\" referrerpolicy=\"no-referrer\"></p>\n<p>美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。</p>\n<p>标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。</p>\n<p><b>热门股表现</b></p>\n<p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.54%，Meta涨1.95%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨4.14%；<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌0.50%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.53%，奈飞跌0.47%。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.70%，报每股160.55美元，再创历史新高。</b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/be5ea61cf46748f04ad47b369b1216b4\" tg-width=\"1040\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源汽车股普遍上扬。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.71%，Rivian涨4.23%，Lucid涨17.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/9da711a533f7044c3824071e6013fd29\" tg-width=\"1033\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.92%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.77%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨1.28%，微博涨0.50%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌1.54%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.68%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.27%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌3.77%。</p>\n<p>造车新势力中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.65%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.80%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.23%；中概教育股普涨，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨5.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.29%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨18.35%。</p>\n<p><b>公司消息</b></p>\n<p><a href=\"https://laohu8.com/NW/2184847682\" target=\"_blank\"><b>福特和Rivian取消联合开发电动汽车的计划</b></a></p>\n<p>福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”</p>\n<p><b>Stellantis强制14,000多名美国员工接种新冠疫苗</b></p>\n<p>汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。</p>\n<p><b>丰田计划在北卡罗来纳州建设在美的第一座电池厂</b></p>\n<p>知情人士告诉彭博社，<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。</p>\n<p><a href=\"https://laohu8.com/NW/2184493448\" target=\"_blank\"><b>美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针</b></a></p>\n<p>美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。</p>\n<p><b>加拿大批准辉瑞新冠疫苗用于5至11岁儿童</b></p>\n<p>加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。</p>\n<p><b>欧盟监管机构支持将<a href=\"https://laohu8.com/S/MRK\">默沙东</a>的抗新冠药物用于紧急使用</b></p>\n<p>欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。</p>\n<p><a href=\"https://laohu8.com/NW/2184846073\" target=\"_blank\"><b>波音进一步放慢787梦想飞机的生产</b></a></p>\n<p>道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。</p>\n<p><a href=\"https://laohu8.com/NW/1107274527\" target=\"_blank\"><b>美国国防部邀请多家科技巨头投标其新云计算合同</b></a></p>\n<p>美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2184011812\" target=\"_blank\"><b>微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇</b></a></p>\n<p>微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。</p>\n<p><a href=\"https://laohu8.com/NW/2184427588\" target=\"_blank\"><b>动视暴雪1330多名员工发起请愿要求CEO辞职</b></a></p>\n<p>美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"TQQQ":"纳指三倍做多ETF","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","BK4561":"索罗斯持仓","DXD":"两倍做空道琼30指数ETF-ProShares","DOG":"道指ETF-ProShares做空","DJX":"1/100道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4534":"瑞士信贷持仓","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","TTTN":"老虎中美互联网巨头ETF","PSQ":"做空纳斯达克100指数ETF-ProShares",".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131597182","content_text":"摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n\n周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。\n奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。\n美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。\n不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。\nE-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。\n市场动态\n截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。\n\n美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。\n标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。\n热门股表现\n大型科技股涨跌不一，微软涨0.54%，Meta涨1.95%，英伟达涨4.14%；谷歌A跌0.50%，亚马逊跌0.53%，奈飞跌0.47%。\n苹果收涨1.70%，报每股160.55美元，再创历史新高。摩根士丹利分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。\n\n新能源汽车股普遍上扬。特斯拉涨3.71%，Rivian涨4.23%，Lucid涨17.34%。\n\n中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。京东涨3.92%，网易涨2.77%，腾讯ADR涨1.28%，微博涨0.50%；滴滴跌1.54%，百度跌1.68%，阿里巴巴跌2.27%，拼多多跌3.77%。\n造车新势力中，蔚来涨0.65%，小鹏汽车跌0.80%，理想汽车跌1.23%；中概教育股普涨，高途涨5.19%，新东方涨5.29%，好未来涨18.35%。\n公司消息\n福特和Rivian取消联合开发电动汽车的计划\n福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”\nStellantis强制14,000多名美国员工接种新冠疫苗\n汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。\n丰田计划在北卡罗来纳州建设在美的第一座电池厂\n知情人士告诉彭博社，丰田汽车计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。\n美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针\n美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。\n加拿大批准辉瑞新冠疫苗用于5至11岁儿童\n加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。\n欧盟监管机构支持将默沙东的抗新冠药物用于紧急使用\n欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。\n波音进一步放慢787梦想飞机的生产\n道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。\n美国国防部邀请多家科技巨头投标其新云计算合同\n美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、谷歌、微软和甲骨文发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。\n微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇\n微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。\n动视暴雪1330多名员工发起请愿要求CEO辞职\n美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。","news_type":1,"symbols_score_info":{".DJI":0.9,"DDM":0.9,"PSQ":0.9,"QNETCN":0.9,"TTTN":0.9,"NQmain":0.9,"DJX":0.9,"SDOW":0.9,"SQQQ":0.9,"QQQ":0.9,"MNQmain":0.9,".IXIC":0.9,"QID":0.9,"YMmain":0.9,"03086":0.9,"DXD":0.9,"DOG":0.9,"QLD":0.9,"TQQQ":0.9,"UDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830198686,"gmtCreate":1629023556545,"gmtModify":1631891617691,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hoooo","listText":"Hoooo","text":"Hoooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830198686","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</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>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</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\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">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":{"AMRS":"阿米瑞斯","SITE":"SiteOne Landscape Supply, Inc.","JBHT":"JB Hunt运输服务","BAH":"博思艾伦咨询公司","UPWK":"Upwork Inc.","VAC":"万豪度假环球","STAA":"STAAR Surgical Company","SFIX":"Stitch Fix Inc.","TREX":"Trex Co Inc","AMED":"阿米斯医疗"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"BAH":0.9,"TREX":0.9,"SITE":0.9,"UPWK":0.9,"AMED":0.9,"VAC":0.9,"JBHT":0.9,"STAA":0.9,"AMRS":0.9,"SFIX":0.9}},"isVote":1,"tweetType":1,"viewCount":2140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898448190,"gmtCreate":1628519091110,"gmtModify":1631891617702,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Haaa","listText":"Haaa","text":"Haaa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898448190","repostId":"1141877175","repostType":4,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899748767,"gmtCreate":1628217319859,"gmtModify":1633752500957,"author":{"id":"3554935180693279","authorId":"3554935180693279","name":"chefbean","avatar":"https://static.tigerbbs.com/75bcdd1d22221ef3b8f10c64b73ea420","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554935180693279","idStr":"3554935180693279"},"themes":[],"htmlText":"Hee","listText":"Hee","text":"Hee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899748767","repostId":"1188253337","repostType":4,"repost":{"id":"1188253337","kind":"news","pubTimestamp":1628216944,"share":"https://www.laohu8.com/m/news/1188253337?lang=zh_CN&edition=full","pubTime":"2021-08-06 10:29","market":"us","language":"en","title":"The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示，标普500今年可能再上涨6%。为什么这么乐观。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188253337","media":"Barrons","summary":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been t","content":"<p>Goldman Sachs strategists raised their target for the S&amp;P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.</p><p><blockquote>高盛策略师上调了标普500的目标，称企业盈利强劲，不容忽视，债券收益率仍居高不下。</blockquote></p><p> The investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.</p><p><blockquote>该投资银行现在表示，到年底，市场基准可能会达到4700点，高于之前4300点的看涨期权。这意味着该指数较当前水平上涨略高于6%。</blockquote></p><p> One of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations&nbsp;by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&amp;P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.</p><p><blockquote>更为乐观的观点背后的主要因素之一是第二季度盈利远高于预期，超出预期的幅度为历史上较大。高盛策略师目前预计，标普500公司今年的每股总收益将为207美元，高于此前预测的193美元。他们预计2022年总每股收益为212美元，高于202美元。</blockquote></p><p> The forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.</p><p><blockquote>预测分别为45%和2%的同比增长，因为被压抑的需求推动今年的利润超过2019年的水平，然后增长将在2022年放缓。策略师将企业税率上调纳入2022年利润预测中，并略有降低。</blockquote></p><p> The other key consideration is that valuations could remain fairly high because&nbsp;bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.</p><p><blockquote>另一个关键考虑因素是，由于债券收益率仍然较低，估值可能仍然相当高。高盛预计该指数股票的平均交易价格是2022年每股收益预期的22.1倍，略高于目前的21倍。低债券收益率降低了投资固定收益证券的吸引力，也增加了未来利润的现值。</blockquote></p><p> “Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.</p><p><blockquote>高盛首席美国股票策略师David Kostin写道：“低于预期的利率支撑了22倍的稳定预期市盈率。”</blockquote></p><p> The strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.</p><p><blockquote>策略师将年底前10年期国债收益率预期从1.9%下调至1.6%。尽管通胀预期上升，一些市场参与者认为购买债券是一笔不错的交易，但收益率目前仍为1.2%。</blockquote></p><p> <b>I</b>nflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were&nbsp;piling into the debt, sending the price up and the yield down.</p><p><blockquote><b>我</b>根据圣路易斯联储的数据，长期通胀率预计将略高于2%，债券投资者通常要求高于通胀率的回报。但10年期国债收益率仍远低于预期通胀，即使在一些投资者大量买入债券导致价格上涨和收益率下降的一段时间之后。</blockquote></p><p> Goldman’s 2021 target for the S&amp;P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.</p><p><blockquote>高盛2021年标普500目标意味着股票收益率将比投资者从债券中获得的1.6%高出3个百分点。这使得股票估值看起来合理。</blockquote></p><p> The current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.</p><p><blockquote>当前的金发姑娘环境——经济强劲，但债券收益率较低——使股市受到青睐。</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>The S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示，标普500今年可能再上涨6%。为什么这么乐观。</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\">\nThe S&P 500 Can Rise Another 6% This Year, Goldman Sachs Says. Why It’s So Upbeat.<blockquote>高盛表示，标普500今年可能再上涨6%。为什么这么乐观。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-06 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Goldman Sachs strategists raised their target for the S&amp;P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.</p><p><blockquote>高盛策略师上调了标普500的目标，称企业盈利强劲，不容忽视，债券收益率仍居高不下。</blockquote></p><p> The investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.</p><p><blockquote>该投资银行现在表示，到年底，市场基准可能会达到4700点，高于之前4300点的看涨期权。这意味着该指数较当前水平上涨略高于6%。</blockquote></p><p> One of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations&nbsp;by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&amp;P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.</p><p><blockquote>更为乐观的观点背后的主要因素之一是第二季度盈利远高于预期，超出预期的幅度为历史上较大。高盛策略师目前预计，标普500公司今年的每股总收益将为207美元，高于此前预测的193美元。他们预计2022年总每股收益为212美元，高于202美元。</blockquote></p><p> The forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.</p><p><blockquote>预测分别为45%和2%的同比增长，因为被压抑的需求推动今年的利润超过2019年的水平，然后增长将在2022年放缓。策略师将企业税率上调纳入2022年利润预测中，并略有降低。</blockquote></p><p> The other key consideration is that valuations could remain fairly high because&nbsp;bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.</p><p><blockquote>另一个关键考虑因素是，由于债券收益率仍然较低，估值可能仍然相当高。高盛预计该指数股票的平均交易价格是2022年每股收益预期的22.1倍，略高于目前的21倍。低债券收益率降低了投资固定收益证券的吸引力，也增加了未来利润的现值。</blockquote></p><p> “Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.</p><p><blockquote>高盛首席美国股票策略师David Kostin写道：“低于预期的利率支撑了22倍的稳定预期市盈率。”</blockquote></p><p> The strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.</p><p><blockquote>策略师将年底前10年期国债收益率预期从1.9%下调至1.6%。尽管通胀预期上升，一些市场参与者认为购买债券是一笔不错的交易，但收益率目前仍为1.2%。</blockquote></p><p> <b>I</b>nflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were&nbsp;piling into the debt, sending the price up and the yield down.</p><p><blockquote><b>我</b>根据圣路易斯联储的数据，长期通胀率预计将略高于2%，债券投资者通常要求高于通胀率的回报。但10年期国债收益率仍远低于预期通胀，即使在一些投资者大量买入债券导致价格上涨和收益率下降的一段时间之后。</blockquote></p><p> Goldman’s 2021 target for the S&amp;P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.</p><p><blockquote>高盛2021年标普500目标意味着股票收益率将比投资者从债券中获得的1.6%高出3个百分点。这使得股票估值看起来合理。</blockquote></p><p> The current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.</p><p><blockquote>当前的金发姑娘环境——经济强劲，但债券收益率较低——使股市受到青睐。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA\">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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-sp-500-more-gains-goldman-sachs-51628182610?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188253337","content_text":"Goldman Sachs strategists raised their target for the S&P 500, saying corporate earnings have been too strong to ignore and that bond yields are remaining stubbornly low.\nThe investment bank now says the market benchmark could reach 4700 by year-end, up from its previous call of 4300. That implies a gain of just over 6% from the index’s current level.\nOne of the main factors behind the more upbeat view is that second-quarter earnings are coming in far higher than expected, exceeding expectations by historically wide margins. The Goldman strategists now expect aggregate earnings per share for companies in the S&P 500 will be $207 this year, up from a previous forecast of $193. For 2022, they are expecting aggregate EPS of $212, up from $202.\nThe forecasts represent respective year-over-year growth of 45% and 2%, as pent-up demand drives this year’s profits past 2019 levels, before growth moderates in 2022. The strategists incorporated a corporate tax-rate increase into their 2022 profit projection, reducing it slightly.\nThe other key consideration is that valuations could remain fairly high because bond yields remain low. Goldman sees stocks in the index trading at an average of 22.1 times the per-share earnings expected for the 2022, slightly higher than the current 21 times. Low bond yields reduce the appeal of investing in fixed-income securities, as well as increasing the current value of future profits.\n“Lower interest rates than expected support a stable forward P/E multiple of 22x,” wrote David Kostin, Goldman Sachs’ chief U.S. equity strategist.\nThe strategists lowered their forecast for the 10-year Treasury yield to 1.6% from 1.9% by year-end. Yields are now at 1.2%, even as inflation expectations have risen and some market participants have seen buying the debt as a good trade.\nInflation is expected to be a bit over 2% for the long term, according to St. Louis Fed data, and bond investors usually demand a return greater than the rate of inflation. But the 10-year Treasury yield has remained far below expected inflation, even after a period during which some investors were piling into the debt, sending the price up and the yield down.\nGoldman’s 2021 target for the S&P 500 implies an earnings yield for stocks that would be 3 percentage points higher than what investors can get from bonds at 1.6%. And that makes stock valuations look reasonable.\nThe current Goldilocks environment—a sturdy economy, but with low bond yields—is keeping stocks in favor.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}