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AS78
2022-01-26
Ok
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AS78
2022-01-23
Ok
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AS78
2022-01-21
Ok
盘前:中概股普涨,阿里巴巴涨超6%
AS78
2022-01-14
ok
老虎点评:神秘的资管大鳄上市了,但股票你敢买吗?
AS78
2022-01-11
Please like
加息预期冲击科技股,2022年改投价值股?华尔街怎么看?
AS78
2022-01-10
Great ariticle, would you like to share it?
@不二说价值:📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。$Sea Ltd(SE)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ $京东(JD)$ $亚马逊(AMZN)$
AS78
2022-01-10
Ok
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AS78
2022-01-10
Please like, thanks
抱歉,原内容已删除
AS78
2022-01-08
Ok
S&P 500 Opens Flat on Friday, Heads for Losing Week to Begin 2022<blockquote>标普500周五开盘持平,2022年开始将迎来下跌周</blockquote>
AS78
2021-12-28
Ok
抱歉,原内容已删除
AS78
2021-12-27
Thanks//
@AS78
:Ok
Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>
AS78
2021-12-27
Ok
Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>
AS78
2021-12-24
Please like, thanks
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AS78
2021-12-23
Please like, thanks
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AS78
2021-12-21
Ok
Continued Consolidation Anticipated For Singapore Stock Market<blockquote>新加坡股市预计将持续盘整</blockquote>
AS78
2021-12-20
Ok
Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>
AS78
2021-12-19
Ok
Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>
AS78
2021-12-18
Ok
Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>
AS78
2021-12-17
Ok
抱歉,原内容已删除
AS78
2021-12-16
Ok
Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>
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20:37","market":"us","language":"zh","title":"盘前:中概股普涨,阿里巴巴涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146563894","media":"老虎资讯综合","summary":"美股三大指数期货集体上涨,纳指期货涨幅居前。","content":"<html><head></head><body><p>1月20日(周四),美股三大指数期货集体上涨,纳指期货涨幅居前。美债收益率涨势暂告段落,这两天在1.850%附近徘徊,投资者等待下周美联储会议结果。日内,美国将公布初请失业金人数、费城联储制造业指数和成屋销售数据。</p><p><img src=\"https://static.tigerbbs.com/4e13ccbcd2c4304e89fe13adc85868c0\" tg-width=\"653\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p><b>中概股盘前走势</b></p><p>中概股上涨,中概互联ETF基金<a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a>涨5.92%。</p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超5%,<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>涨6%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超4%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨超3%。<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨2.7%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.6%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨2.31%。</p><p><b>重要美股盘前走势</b></p><p><a href=\"https://laohu8.com/S/VALN\">Valneva</a>大跌20%,昨日涨幅超45%,公司昨日宣布其候选新冠疫苗能中和奥密克戎和德尔塔变异病毒。</p><p><a href=\"https://laohu8.com/S/F\">福特汽车</a>跌超2%,福特汽车宣布因刹车灯问题在美国召回约20万辆汽车。</p><p><a href=\"https://laohu8.com/S/AA\">美国铝业</a>涨超2%,去年第四季度盈利超市场预期,营收创2018年第四季度以来新高。</p><p><a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>跌1.46%,公司第四季度录得亏损,但Omicron打击短期需求并推迟增加航班,预计2022年运力将低于2019年。</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>跌1.77%,分析师Piper Sandler把AMD评级从「增持」下调至「中性」,目标价下调10美元至130美元。此分析师表示,全球PC出货量在去年下降了5%,并预计还会继续下降,因在家办公潮退去。</p><p>新能源汽车股盘前集体走高,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨1.5%,<a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a>、Nikola Corp涨2%。</p><p><b>大宗商品走势</b></p><p>国际油价从高点回落。石油短期供应阻碍解决且库存数据不佳,但供应端危机仍支撑油价。</p><p>截至发稿,WTI原油期货价格报85.24美元/桶,跌幅0.65%;布伦特原油期货价格报87.81美元/桶,跌幅0.71%。</p><p><img src=\"https://static.tigerbbs.com/1f23799dfa7e275f79f523bb1977578e\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>国际金价涨势暂停。交易商在等待美联储下周政策会议提供有关加息步伐的线索。</p><p>截至发稿,纽约市场黄金期货价格报1839.45美元/盎司,跌幅0.20%。</p><p><img src=\"https://static.tigerbbs.com/3c230710cb3b9268dad8122411458416\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>盘前:中概股普涨,阿里巴巴涨超6%</title>\n<style 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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盘前:中概股普涨,阿里巴巴涨超6%\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\">2022-01-20 20:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月20日(周四),美股三大指数期货集体上涨,纳指期货涨幅居前。美债收益率涨势暂告段落,这两天在1.850%附近徘徊,投资者等待下周美联储会议结果。日内,美国将公布初请失业金人数、费城联储制造业指数和成屋销售数据。</p><p><img src=\"https://static.tigerbbs.com/4e13ccbcd2c4304e89fe13adc85868c0\" tg-width=\"653\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p><b>中概股盘前走势</b></p><p>中概股上涨,中概互联ETF基金<a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a>涨5.92%。</p><p>热门中概股普涨,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超5%,<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>涨6%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超4%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨超3%。<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨2.7%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.6%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨2.31%。</p><p><b>重要美股盘前走势</b></p><p><a href=\"https://laohu8.com/S/VALN\">Valneva</a>大跌20%,昨日涨幅超45%,公司昨日宣布其候选新冠疫苗能中和奥密克戎和德尔塔变异病毒。</p><p><a href=\"https://laohu8.com/S/F\">福特汽车</a>跌超2%,福特汽车宣布因刹车灯问题在美国召回约20万辆汽车。</p><p><a href=\"https://laohu8.com/S/AA\">美国铝业</a>涨超2%,去年第四季度盈利超市场预期,营收创2018年第四季度以来新高。</p><p><a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>跌1.46%,公司第四季度录得亏损,但Omicron打击短期需求并推迟增加航班,预计2022年运力将低于2019年。</p><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>跌1.77%,分析师Piper Sandler把AMD评级从「增持」下调至「中性」,目标价下调10美元至130美元。此分析师表示,全球PC出货量在去年下降了5%,并预计还会继续下降,因在家办公潮退去。</p><p>新能源汽车股盘前集体走高,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨1.5%,<a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a>、Nikola Corp涨2%。</p><p><b>大宗商品走势</b></p><p>国际油价从高点回落。石油短期供应阻碍解决且库存数据不佳,但供应端危机仍支撑油价。</p><p>截至发稿,WTI原油期货价格报85.24美元/桶,跌幅0.65%;布伦特原油期货价格报87.81美元/桶,跌幅0.71%。</p><p><img src=\"https://static.tigerbbs.com/1f23799dfa7e275f79f523bb1977578e\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>国际金价涨势暂停。交易商在等待美联储下周政策会议提供有关加息步伐的线索。</p><p>截至发稿,纽约市场黄金期货价格报1839.45美元/盎司,跌幅0.20%。</p><p><img src=\"https://static.tigerbbs.com/3c230710cb3b9268dad8122411458416\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146563894","content_text":"1月20日(周四),美股三大指数期货集体上涨,纳指期货涨幅居前。美债收益率涨势暂告段落,这两天在1.850%附近徘徊,投资者等待下周美联储会议结果。日内,美国将公布初请失业金人数、费城联储制造业指数和成屋销售数据。中概股盘前走势中概股上涨,中概互联ETF基金KraneShares CSI China Internet ETF涨5.92%。热门中概股普涨,拼多多、哔哩哔哩涨超5%,京东、阿里巴巴、知乎涨6%,百度、腾讯音乐、爱奇艺涨超4%,唯品会涨超3%。小鹏汽车涨2.7%,理想汽车涨2.6%,蔚来涨2.31%。重要美股盘前走势Valneva大跌20%,昨日涨幅超45%,公司昨日宣布其候选新冠疫苗能中和奥密克戎和德尔塔变异病毒。福特汽车跌超2%,福特汽车宣布因刹车灯问题在美国召回约20万辆汽车。美国铝业涨超2%,去年第四季度盈利超市场预期,营收创2018年第四季度以来新高。联合大陆航空跌1.46%,公司第四季度录得亏损,但Omicron打击短期需求并推迟增加航班,预计2022年运力将低于2019年。AMD跌1.77%,分析师Piper Sandler把AMD评级从「增持」下调至「中性」,目标价下调10美元至130美元。此分析师表示,全球PC出货量在去年下降了5%,并预计还会继续下降,因在家办公潮退去。新能源汽车股盘前集体走高,特斯拉涨1.5%,Lucid Group Inc、Nikola Corp涨2%。大宗商品走势国际油价从高点回落。石油短期供应阻碍解决且库存数据不佳,但供应端危机仍支撑油价。截至发稿,WTI原油期货价格报85.24美元/桶,跌幅0.65%;布伦特原油期货价格报87.81美元/桶,跌幅0.71%。国际金价涨势暂停。交易商在等待美联储下周政策会议提供有关加息步伐的线索。截至发稿,纽约市场黄金期货价格报1839.45美元/盎司,跌幅0.20%。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694755876,"gmtCreate":1642135112394,"gmtModify":1642135113982,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694755876","repostId":"1141935271","repostType":4,"repost":{"id":"1141935271","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642126617,"share":"https://www.laohu8.com/m/news/1141935271?lang=zh_CN&edition=full","pubTime":"2022-01-14 10:16","market":"us","language":"zh","title":"老虎点评:神秘的资管大鳄上市了,但股票你敢买吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1141935271","media":"老虎锐评","summary":"为何30年都不上市的公司,突然上市了?","content":"<html><head></head><body><p>周四美股下跌,纳斯达克大跌2.5%,中概股跟跌6%。</p><p><img src=\"https://static.tigerbbs.com/6db99d5fbcec803c7b7d074ea53de752\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><b>大名鼎鼎的TPG上市,但股票你敢买吗?</b></p><p>著名私募公司TPG今天上市,收盘价格较IPO价格上涨15%。今天大盘很弱纳斯达克大跌,这样的股价表现难能可贵。TPG成立了30年,名声响亮,但由于不是上市公司,财务状况大家都只能雾里看花。是借着TPG的名声去股市冲锋,还是先缓缓想一个问题——为何30年都不上市的公司,突然上市了?</p><p>TPG的S1可谓是极其复杂,长达459页(前段时间才上市Rivian才300页不到)。当然,S1复杂证明公司愿意披露,能不能读懂就是看各位的水平了。你以为一个公司上市的目的无非就是圈钱,幼稚。TPG这一轮上市,玩的是资产大转移。</p><p>先从大的方面来说。根据公司S1披露,这一轮IPO上市,刨去老股东China Life卖股票和上市承销费用,TPG预计收入将是$8.2亿(绿鞋后)。</p><p><img src=\"https://static.tigerbbs.com/9bf32d7816a1ac3b9cf28f0b1b158a1c\" tg-width=\"719\" tg-height=\"139\" width=\"100%\" height=\"auto\"/></p><p>你以为这$8.2亿会进入公司的账本,不会,这$8.2亿首先要拿出$3.8亿给公司的老股东(非China Life的老股东)。通常来说,一个招股书能够清晰看出是哪些老股东售卖股票退出,但是这份招股书却完全看不出来。只是说这$3.8亿会给一家公司的老股东,这家公司叫做TPG Operating Group。</p><p>这次公开发行的股票是TPG Partners的股票,但是TPG Partners只是一个壳公司,真正运营公司是TPG Operating Group。这招非常厉害,因为TPG Operating Group的股东被完全隐藏起来了,所以并不知道这$3.8亿怎么分配给老股东。TPG Operating Group的运营情况,也通过这种操作,被很好的隐藏起来。</p><p>老股东通过这种匿名操作套现事情算小,真正的问题在于还是TPG上市来进行的一些列资产转移。招股书也没有隐瞒,称这个操作叫做“重组”,下图是公司招股书中关于这次“重组”前后的结构图。</p><p><img src=\"https://static.tigerbbs.com/1d4cdde7c992a6a198378084e9c81590\" tg-width=\"775\" tg-height=\"337\" width=\"100%\" height=\"auto\"/></p><p>通过这次上市,所有的机构/零售股东得到了实际公司11%的股权和1.4%的投票权,但这完全没有反映真实的资产转移情况。</p><p>根据招股书第126页显示,除了老股东拿走$3.8亿现金之外,老股东还通过一些列操作,剥离了TPG Operating Group旗下$11.5亿的资产。</p><p><img src=\"https://static.tigerbbs.com/46dee0004f1f082d6dbb06ab12893faf\" tg-width=\"791\" tg-height=\"231\" width=\"100%\" height=\"auto\"/></p><p>这其中包括现金$0.8亿,以及两个大的投资(一笔$7.2亿,一笔$2.5亿)。其中$7.2亿的投资并没有公开投资标的,$2.5亿来自于TPG Group Holdings (SBS)。根据照顾书的数据显示,这笔投资2019年的成本是$1.8亿,也就是说两年收益达到了34%。</p><p>不知道TPG的老股东是经过什么考虑,把这$11亿资产从上市公司的资产中剥离出去,当然招股书也不会解释。但这种操作难免会让人觉得公司有把好资产剥离,坏资产上市的嫌疑。这要是在上交所上市,100%会收到证监会的询问函。</p><p>通常以为一家公司上市,最多就是A股和B股,两种股权。但TPG上市硬是搞出了4种东西:普通A股,没有投票权的A股,B股和Common Unit。真的是股权运作的高手。</p><p><b>公司新闻</b></p><p><b>TPG Partners(TPG):IPO发行价$29.50,开盘$33,涨15%。 </b></p><p><img src=\"https://static.tigerbbs.com/164be6623bcb921239a016153a234acc\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><b>福特汽车(F):市值首次突破$1,000亿,今日最高上涨5.7%,截止收盘上涨2%。</b>福特汽车目前市值超过通用汽车(GM)和Rivian(RIVN),但仍大幅落后于特斯拉(TSLA)。</p></body></html>","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>老虎点评:神秘的资管大鳄上市了,但股票你敢买吗?</title>\n<style 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}\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老虎点评:神秘的资管大鳄上市了,但股票你敢买吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-01-14 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四美股下跌,纳斯达克大跌2.5%,中概股跟跌6%。</p><p><img src=\"https://static.tigerbbs.com/6db99d5fbcec803c7b7d074ea53de752\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><b>大名鼎鼎的TPG上市,但股票你敢买吗?</b></p><p>著名私募公司TPG今天上市,收盘价格较IPO价格上涨15%。今天大盘很弱纳斯达克大跌,这样的股价表现难能可贵。TPG成立了30年,名声响亮,但由于不是上市公司,财务状况大家都只能雾里看花。是借着TPG的名声去股市冲锋,还是先缓缓想一个问题——为何30年都不上市的公司,突然上市了?</p><p>TPG的S1可谓是极其复杂,长达459页(前段时间才上市Rivian才300页不到)。当然,S1复杂证明公司愿意披露,能不能读懂就是看各位的水平了。你以为一个公司上市的目的无非就是圈钱,幼稚。TPG这一轮上市,玩的是资产大转移。</p><p>先从大的方面来说。根据公司S1披露,这一轮IPO上市,刨去老股东China Life卖股票和上市承销费用,TPG预计收入将是$8.2亿(绿鞋后)。</p><p><img src=\"https://static.tigerbbs.com/9bf32d7816a1ac3b9cf28f0b1b158a1c\" tg-width=\"719\" tg-height=\"139\" width=\"100%\" height=\"auto\"/></p><p>你以为这$8.2亿会进入公司的账本,不会,这$8.2亿首先要拿出$3.8亿给公司的老股东(非China Life的老股东)。通常来说,一个招股书能够清晰看出是哪些老股东售卖股票退出,但是这份招股书却完全看不出来。只是说这$3.8亿会给一家公司的老股东,这家公司叫做TPG Operating Group。</p><p>这次公开发行的股票是TPG Partners的股票,但是TPG Partners只是一个壳公司,真正运营公司是TPG Operating Group。这招非常厉害,因为TPG Operating Group的股东被完全隐藏起来了,所以并不知道这$3.8亿怎么分配给老股东。TPG Operating Group的运营情况,也通过这种操作,被很好的隐藏起来。</p><p>老股东通过这种匿名操作套现事情算小,真正的问题在于还是TPG上市来进行的一些列资产转移。招股书也没有隐瞒,称这个操作叫做“重组”,下图是公司招股书中关于这次“重组”前后的结构图。</p><p><img src=\"https://static.tigerbbs.com/1d4cdde7c992a6a198378084e9c81590\" tg-width=\"775\" tg-height=\"337\" width=\"100%\" height=\"auto\"/></p><p>通过这次上市,所有的机构/零售股东得到了实际公司11%的股权和1.4%的投票权,但这完全没有反映真实的资产转移情况。</p><p>根据招股书第126页显示,除了老股东拿走$3.8亿现金之外,老股东还通过一些列操作,剥离了TPG Operating Group旗下$11.5亿的资产。</p><p><img src=\"https://static.tigerbbs.com/46dee0004f1f082d6dbb06ab12893faf\" tg-width=\"791\" tg-height=\"231\" width=\"100%\" height=\"auto\"/></p><p>这其中包括现金$0.8亿,以及两个大的投资(一笔$7.2亿,一笔$2.5亿)。其中$7.2亿的投资并没有公开投资标的,$2.5亿来自于TPG Group Holdings (SBS)。根据照顾书的数据显示,这笔投资2019年的成本是$1.8亿,也就是说两年收益达到了34%。</p><p>不知道TPG的老股东是经过什么考虑,把这$11亿资产从上市公司的资产中剥离出去,当然招股书也不会解释。但这种操作难免会让人觉得公司有把好资产剥离,坏资产上市的嫌疑。这要是在上交所上市,100%会收到证监会的询问函。</p><p>通常以为一家公司上市,最多就是A股和B股,两种股权。但TPG上市硬是搞出了4种东西:普通A股,没有投票权的A股,B股和Common Unit。真的是股权运作的高手。</p><p><b>公司新闻</b></p><p><b>TPG Partners(TPG):IPO发行价$29.50,开盘$33,涨15%。 </b></p><p><img src=\"https://static.tigerbbs.com/164be6623bcb921239a016153a234acc\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><b>福特汽车(F):市值首次突破$1,000亿,今日最高上涨5.7%,截止收盘上涨2%。</b>福特汽车目前市值超过通用汽车(GM)和Rivian(RIVN),但仍大幅落后于特斯拉(TSLA)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141935271","content_text":"周四美股下跌,纳斯达克大跌2.5%,中概股跟跌6%。大名鼎鼎的TPG上市,但股票你敢买吗?著名私募公司TPG今天上市,收盘价格较IPO价格上涨15%。今天大盘很弱纳斯达克大跌,这样的股价表现难能可贵。TPG成立了30年,名声响亮,但由于不是上市公司,财务状况大家都只能雾里看花。是借着TPG的名声去股市冲锋,还是先缓缓想一个问题——为何30年都不上市的公司,突然上市了?TPG的S1可谓是极其复杂,长达459页(前段时间才上市Rivian才300页不到)。当然,S1复杂证明公司愿意披露,能不能读懂就是看各位的水平了。你以为一个公司上市的目的无非就是圈钱,幼稚。TPG这一轮上市,玩的是资产大转移。先从大的方面来说。根据公司S1披露,这一轮IPO上市,刨去老股东China Life卖股票和上市承销费用,TPG预计收入将是$8.2亿(绿鞋后)。你以为这$8.2亿会进入公司的账本,不会,这$8.2亿首先要拿出$3.8亿给公司的老股东(非China Life的老股东)。通常来说,一个招股书能够清晰看出是哪些老股东售卖股票退出,但是这份招股书却完全看不出来。只是说这$3.8亿会给一家公司的老股东,这家公司叫做TPG Operating Group。这次公开发行的股票是TPG Partners的股票,但是TPG Partners只是一个壳公司,真正运营公司是TPG Operating Group。这招非常厉害,因为TPG Operating Group的股东被完全隐藏起来了,所以并不知道这$3.8亿怎么分配给老股东。TPG Operating Group的运营情况,也通过这种操作,被很好的隐藏起来。老股东通过这种匿名操作套现事情算小,真正的问题在于还是TPG上市来进行的一些列资产转移。招股书也没有隐瞒,称这个操作叫做“重组”,下图是公司招股书中关于这次“重组”前后的结构图。通过这次上市,所有的机构/零售股东得到了实际公司11%的股权和1.4%的投票权,但这完全没有反映真实的资产转移情况。根据招股书第126页显示,除了老股东拿走$3.8亿现金之外,老股东还通过一些列操作,剥离了TPG Operating Group旗下$11.5亿的资产。这其中包括现金$0.8亿,以及两个大的投资(一笔$7.2亿,一笔$2.5亿)。其中$7.2亿的投资并没有公开投资标的,$2.5亿来自于TPG Group Holdings (SBS)。根据照顾书的数据显示,这笔投资2019年的成本是$1.8亿,也就是说两年收益达到了34%。不知道TPG的老股东是经过什么考虑,把这$11亿资产从上市公司的资产中剥离出去,当然招股书也不会解释。但这种操作难免会让人觉得公司有把好资产剥离,坏资产上市的嫌疑。这要是在上交所上市,100%会收到证监会的询问函。通常以为一家公司上市,最多就是A股和B股,两种股权。但TPG上市硬是搞出了4种东西:普通A股,没有投票权的A股,B股和Common Unit。真的是股权运作的高手。公司新闻TPG Partners(TPG):IPO发行价$29.50,开盘$33,涨15%。 福特汽车(F):市值首次突破$1,000亿,今日最高上涨5.7%,截止收盘上涨2%。福特汽车目前市值超过通用汽车(GM)和Rivian(RIVN),但仍大幅落后于特斯拉(TSLA)。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694162066,"gmtCreate":1641870464182,"gmtModify":1641870465766,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like ","listText":"Please like ","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694162066","repostId":"1138761582","repostType":4,"repost":{"id":"1138761582","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1641823989,"share":"https://www.laohu8.com/m/news/1138761582?lang=zh_CN&edition=full","pubTime":"2022-01-10 22:13","market":"us","language":"zh","title":"加息预期冲击科技股,2022年改投价值股?华尔街怎么看?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138761582","media":"Wind万得","summary":"美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票,转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为,价值型股票有望在2022年继续大放异彩,不过,近来表现逊色的成长股并没有被","content":"<html><head></head><body><p>美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票,转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为,价值型股票有望在2022年继续大放异彩,不过,近来表现逊色的成长股并没有被全盘否定。</p><p>面对不断攀升的通胀,美联储已加快缩减资产购买规模的步伐,并释放可能提前加息、甚至缩表的信号。根据CME的FedWatch工具,目前交易员押注美联储3月加息的可能性接近70%。若本周公布的美国CPI通胀率数据再度升高,加息预期或将进一步升温。可以预见的是,具有高度投机性的科技股将首当其冲。那些成长迅速和亏损的科技公司的高股价是基于其未来可能获得丰厚收益,被认为极易受到利率上升的影响,从而削弱潜在的未来收益。</p><p>正如PineBridge Investments投资组合经理Hani Redha所说,“投机性科技股正在被摧毁”,以科技股为主的美股纳斯达克综合指数在2022年首周下跌4.5%,为六年来最差开年表现。高盛的指数显示,亏损科技公司的股价今年以来已下跌约10%。该行估计,那些无论美国经济如何起伏都能产生强劲增长的公司已下跌逾8%。</p><p>科技股大跌之际,美国国债收益率创下28个月来最大涨幅,基准10年期美债收益率从2021年底的1.5%跃升至1.8%,触及近两年高位。</p><p><img src=\"https://static.tigerbbs.com/810b0a3facde719110044db960d567df\" tg-width=\"687\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>Fidelity Investments全球宏观策略主管Jurrien Timmer称:“(投机性科技股之前)升上了月球,现在流动性大潮正在逆转。”</p><p>随着收益率走高,此前不被看好的价值型股票的命运也在改写,银行、石油巨头、大型工业集团,尤其是那些与美国经济重新开放息息相关的公司股价均出现上扬。</p><p>从标普500指数各板块2021全年的表现来看,在跑赢大盘的四个板块中,有三个(能源、房地产、金融)属于价值型板块,说明这类股票在投资者中颇具人气。</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>2022年第一周,标普500指数下跌1.87%的同时,价值股成功实现上涨。当周罗素1000价值指数上涨0.75%,表现优于罗素1000成长指数5个百分点以上,为1991年有记录以来可比时期的最高水平,反映出市场的转变。</p><p><img src=\"https://static.tigerbbs.com/e2aa2ceb3e48d4c914b239ec09831a79\" tg-width=\"686\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p><b>瑞银财富管理投资总监美洲区投资主管Solita Marcelli表示,坚持周期性押注。</b>她写道:“成长型公司一直是超低实际利率和名义利率的主要受益者。随着美联储开始政策正常化,这些股票将面临最强大的阻力,这点合乎逻辑。<b>在美国股市中,我们依然青睐价值股而非成长股</b>。”</p><p><b>瑞银预计,2022年第一季度初价值股很有可能跑赢成长股,但这一势头不会持久。</b>该行表示,强劲的通胀和劳动力市场应该会使盈亏平衡通胀率保持在高位(对价值股的帮助大于成长股)和实际利率上升(对成长股的伤害大于价值股) ,但持续转向价值股的理由更多是由撤离成长股所驱动,而不是由强势转向价值股所驱动。瑞银认为,到2022年第二季度成长股将实现反超。</p><p>鉴于在利率和通胀上升方面的杠杆作用,<b>摩根士丹利短期内也略微偏向价值股</b>,而非成长股。该行同时指出:“我们认为,随着特殊风险成为关键,对价值股与成长股的迷恋将开始消退。”在大摩看来,总体而言,2022年更多的是关于个股,而不是行业或风格。</p><p><b>看好价值股的还有美国银行和摩根大通。</b>美银就此给出五点理由:1)估值离散度仍接近历史高位,历史上高离散度预示价值股表现出色的时期;2)若疫情得到遏制,价值股可能跑赢成长股;3)大多数指标显示价值股估值不贵;4)从因子和板块层面来看,投资者仍超配成长股、低配价值股;5)美联储加息周期有利于价值股。</p><p>摩根大通称,周期性资产和价值股将会跑赢,风险更高、波动更大的资产将反弹,而防御性债券替代股和在疫情中受惠的市场细分领域将遭遇逆风。该行偏好对再通胀敏感的板块——能源和金融、消费服务、医疗保健以及小盘股。</p><p><b>贝莱德倾向于像去年那样配置周期性价值股(如能源股和金融股)与长期结构性成长股(如科技股和医疗保健股)的组合</b>。该公司表示,若缺少推动2021年关键市场平均向前发展的推进剂的话,专注于基本面研究以区分潜在的赢家和输家将会很重要。</p><p><b>高盛的观点是,买入对疫情和通胀敏感的周期性股票,以及高成长、高利润的股票,同时,规避高劳动力成本的公司以及高成长、不赚钱的公司</b>。高盛的理由是,短期内,强劲的经济增长和通胀率触顶应该会支持周期性股票跑赢;而完全依赖长期增长预期的快速成长的公司更易受到利率上升或营收令人失望的风险的影响。</p><p><b>富国银行投资研究所对成长型股票和周期性股票的青睐胜过防御性板块</b>。该机构称:“寻找在通胀高于平均水平时表现良好的资产。谨慎看待对收益率敏感的资产。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2022-01-10 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票,转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为,价值型股票有望在2022年继续大放异彩,不过,近来表现逊色的成长股并没有被全盘否定。</p><p>面对不断攀升的通胀,美联储已加快缩减资产购买规模的步伐,并释放可能提前加息、甚至缩表的信号。根据CME的FedWatch工具,目前交易员押注美联储3月加息的可能性接近70%。若本周公布的美国CPI通胀率数据再度升高,加息预期或将进一步升温。可以预见的是,具有高度投机性的科技股将首当其冲。那些成长迅速和亏损的科技公司的高股价是基于其未来可能获得丰厚收益,被认为极易受到利率上升的影响,从而削弱潜在的未来收益。</p><p>正如PineBridge Investments投资组合经理Hani Redha所说,“投机性科技股正在被摧毁”,以科技股为主的美股纳斯达克综合指数在2022年首周下跌4.5%,为六年来最差开年表现。高盛的指数显示,亏损科技公司的股价今年以来已下跌约10%。该行估计,那些无论美国经济如何起伏都能产生强劲增长的公司已下跌逾8%。</p><p>科技股大跌之际,美国国债收益率创下28个月来最大涨幅,基准10年期美债收益率从2021年底的1.5%跃升至1.8%,触及近两年高位。</p><p><img src=\"https://static.tigerbbs.com/810b0a3facde719110044db960d567df\" tg-width=\"687\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>Fidelity Investments全球宏观策略主管Jurrien Timmer称:“(投机性科技股之前)升上了月球,现在流动性大潮正在逆转。”</p><p>随着收益率走高,此前不被看好的价值型股票的命运也在改写,银行、石油巨头、大型工业集团,尤其是那些与美国经济重新开放息息相关的公司股价均出现上扬。</p><p>从标普500指数各板块2021全年的表现来看,在跑赢大盘的四个板块中,有三个(能源、房地产、金融)属于价值型板块,说明这类股票在投资者中颇具人气。</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>2022年第一周,标普500指数下跌1.87%的同时,价值股成功实现上涨。当周罗素1000价值指数上涨0.75%,表现优于罗素1000成长指数5个百分点以上,为1991年有记录以来可比时期的最高水平,反映出市场的转变。</p><p><img src=\"https://static.tigerbbs.com/e2aa2ceb3e48d4c914b239ec09831a79\" tg-width=\"686\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p><b>瑞银财富管理投资总监美洲区投资主管Solita Marcelli表示,坚持周期性押注。</b>她写道:“成长型公司一直是超低实际利率和名义利率的主要受益者。随着美联储开始政策正常化,这些股票将面临最强大的阻力,这点合乎逻辑。<b>在美国股市中,我们依然青睐价值股而非成长股</b>。”</p><p><b>瑞银预计,2022年第一季度初价值股很有可能跑赢成长股,但这一势头不会持久。</b>该行表示,强劲的通胀和劳动力市场应该会使盈亏平衡通胀率保持在高位(对价值股的帮助大于成长股)和实际利率上升(对成长股的伤害大于价值股) ,但持续转向价值股的理由更多是由撤离成长股所驱动,而不是由强势转向价值股所驱动。瑞银认为,到2022年第二季度成长股将实现反超。</p><p>鉴于在利率和通胀上升方面的杠杆作用,<b>摩根士丹利短期内也略微偏向价值股</b>,而非成长股。该行同时指出:“我们认为,随着特殊风险成为关键,对价值股与成长股的迷恋将开始消退。”在大摩看来,总体而言,2022年更多的是关于个股,而不是行业或风格。</p><p><b>看好价值股的还有美国银行和摩根大通。</b>美银就此给出五点理由:1)估值离散度仍接近历史高位,历史上高离散度预示价值股表现出色的时期;2)若疫情得到遏制,价值股可能跑赢成长股;3)大多数指标显示价值股估值不贵;4)从因子和板块层面来看,投资者仍超配成长股、低配价值股;5)美联储加息周期有利于价值股。</p><p>摩根大通称,周期性资产和价值股将会跑赢,风险更高、波动更大的资产将反弹,而防御性债券替代股和在疫情中受惠的市场细分领域将遭遇逆风。该行偏好对再通胀敏感的板块——能源和金融、消费服务、医疗保健以及小盘股。</p><p><b>贝莱德倾向于像去年那样配置周期性价值股(如能源股和金融股)与长期结构性成长股(如科技股和医疗保健股)的组合</b>。该公司表示,若缺少推动2021年关键市场平均向前发展的推进剂的话,专注于基本面研究以区分潜在的赢家和输家将会很重要。</p><p><b>高盛的观点是,买入对疫情和通胀敏感的周期性股票,以及高成长、高利润的股票,同时,规避高劳动力成本的公司以及高成长、不赚钱的公司</b>。高盛的理由是,短期内,强劲的经济增长和通胀率触顶应该会支持周期性股票跑赢;而完全依赖长期增长预期的快速成长的公司更易受到利率上升或营收令人失望的风险的影响。</p><p><b>富国银行投资研究所对成长型股票和周期性股票的青睐胜过防御性板块</b>。该机构称:“寻找在通胀高于平均水平时表现良好的资产。谨慎看待对收益率敏感的资产。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138761582","content_text":"美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票,转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为,价值型股票有望在2022年继续大放异彩,不过,近来表现逊色的成长股并没有被全盘否定。面对不断攀升的通胀,美联储已加快缩减资产购买规模的步伐,并释放可能提前加息、甚至缩表的信号。根据CME的FedWatch工具,目前交易员押注美联储3月加息的可能性接近70%。若本周公布的美国CPI通胀率数据再度升高,加息预期或将进一步升温。可以预见的是,具有高度投机性的科技股将首当其冲。那些成长迅速和亏损的科技公司的高股价是基于其未来可能获得丰厚收益,被认为极易受到利率上升的影响,从而削弱潜在的未来收益。正如PineBridge Investments投资组合经理Hani Redha所说,“投机性科技股正在被摧毁”,以科技股为主的美股纳斯达克综合指数在2022年首周下跌4.5%,为六年来最差开年表现。高盛的指数显示,亏损科技公司的股价今年以来已下跌约10%。该行估计,那些无论美国经济如何起伏都能产生强劲增长的公司已下跌逾8%。科技股大跌之际,美国国债收益率创下28个月来最大涨幅,基准10年期美债收益率从2021年底的1.5%跃升至1.8%,触及近两年高位。Fidelity Investments全球宏观策略主管Jurrien Timmer称:“(投机性科技股之前)升上了月球,现在流动性大潮正在逆转。”随着收益率走高,此前不被看好的价值型股票的命运也在改写,银行、石油巨头、大型工业集团,尤其是那些与美国经济重新开放息息相关的公司股价均出现上扬。从标普500指数各板块2021全年的表现来看,在跑赢大盘的四个板块中,有三个(能源、房地产、金融)属于价值型板块,说明这类股票在投资者中颇具人气。2022年第一周,标普500指数下跌1.87%的同时,价值股成功实现上涨。当周罗素1000价值指数上涨0.75%,表现优于罗素1000成长指数5个百分点以上,为1991年有记录以来可比时期的最高水平,反映出市场的转变。瑞银财富管理投资总监美洲区投资主管Solita Marcelli表示,坚持周期性押注。她写道:“成长型公司一直是超低实际利率和名义利率的主要受益者。随着美联储开始政策正常化,这些股票将面临最强大的阻力,这点合乎逻辑。在美国股市中,我们依然青睐价值股而非成长股。”瑞银预计,2022年第一季度初价值股很有可能跑赢成长股,但这一势头不会持久。该行表示,强劲的通胀和劳动力市场应该会使盈亏平衡通胀率保持在高位(对价值股的帮助大于成长股)和实际利率上升(对成长股的伤害大于价值股) ,但持续转向价值股的理由更多是由撤离成长股所驱动,而不是由强势转向价值股所驱动。瑞银认为,到2022年第二季度成长股将实现反超。鉴于在利率和通胀上升方面的杠杆作用,摩根士丹利短期内也略微偏向价值股,而非成长股。该行同时指出:“我们认为,随着特殊风险成为关键,对价值股与成长股的迷恋将开始消退。”在大摩看来,总体而言,2022年更多的是关于个股,而不是行业或风格。看好价值股的还有美国银行和摩根大通。美银就此给出五点理由:1)估值离散度仍接近历史高位,历史上高离散度预示价值股表现出色的时期;2)若疫情得到遏制,价值股可能跑赢成长股;3)大多数指标显示价值股估值不贵;4)从因子和板块层面来看,投资者仍超配成长股、低配价值股;5)美联储加息周期有利于价值股。摩根大通称,周期性资产和价值股将会跑赢,风险更高、波动更大的资产将反弹,而防御性债券替代股和在疫情中受惠的市场细分领域将遭遇逆风。该行偏好对再通胀敏感的板块——能源和金融、消费服务、医疗保健以及小盘股。贝莱德倾向于像去年那样配置周期性价值股(如能源股和金融股)与长期结构性成长股(如科技股和医疗保健股)的组合。该公司表示,若缺少推动2021年关键市场平均向前发展的推进剂的话,专注于基本面研究以区分潜在的赢家和输家将会很重要。高盛的观点是,买入对疫情和通胀敏感的周期性股票,以及高成长、高利润的股票,同时,规避高劳动力成本的公司以及高成长、不赚钱的公司。高盛的理由是,短期内,强劲的经济增长和通胀率触顶应该会支持周期性股票跑赢;而完全依赖长期增长预期的快速成长的公司更易受到利率上升或营收令人失望的风险的影响。富国银行投资研究所对成长型股票和周期性股票的青睐胜过防御性板块。该机构称:“寻找在通胀高于平均水平时表现良好的资产。谨慎看待对收益率敏感的资产。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694901086,"gmtCreate":1641775956966,"gmtModify":1641775958510,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Great 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$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/5a71cd69ce3beb6a2a173cad7947e885","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694065419","isVote":1,"tweetType":2,"object":{"id":"6132834947214d34957b0f93d76d9d53","tweetId":"694065419","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/e0718b2a387702294321309261/3HQtMqK7NaoA.mp4","poster":"https://static.tigerbbs.com/5a71cd69ce3beb6a2a173cad7947e885"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694909512,"gmtCreate":1641775559000,"gmtModify":1641775560623,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694909512","repostId":"1162390026","repostType":4,"isVote":1,"tweetType":1,"viewCount":2400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694909661,"gmtCreate":1641775496328,"gmtModify":1641775497861,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694909661","repostId":"2202324276","repostType":4,"isVote":1,"tweetType":1,"viewCount":2813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695757720,"gmtCreate":1641622757216,"gmtModify":1641622764635,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695757720","repostId":"1147320317","repostType":4,"repost":{"id":"1147320317","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641565929,"share":"https://www.laohu8.com/m/news/1147320317?lang=zh_CN&edition=full","pubTime":"2022-01-07 22:32","market":"us","language":"en","title":"S&P 500 Opens Flat on Friday, Heads for Losing Week to Begin 2022<blockquote>标普500周五开盘持平,2022年开始将迎来下跌周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147320317","media":"Tiger Newspress","summary":"U.S. stocks were flat on Friday after the December jobs report came in short of expectations.The Dow","content":"<p><html><head></head><body>U.S. stocks were flat on Friday after the December jobs report came in short of expectations.</p><p><blockquote><html><head></head><body>12月就业报告不及预期后,美国股市周五持平。</body></html></blockquote></p><p>The Dow Jones Industrial Average fell 34 points, or 0.09%. The S&P 500 advanced 0.07%, and the Nasdaq Composite added 0.2%.</p><p><blockquote>道琼斯工业平均指数下跌34点,跌幅0.09%。标普500上涨0.07%,纳斯达克综合指数上涨0.2%。</blockquote></p><p>The U.S. economy added far fewer jobs in December than expected, The Labor Department reported Friday. The nonfarm payrolls report showed an increase of 199,000 in December, though economists had expected growth of 422,000, according to Dow Jones.</p><p><blockquote>美国劳工部周五报告称,12月份美国经济新增就业岗位远低于预期。根据道琼斯的数据,12月份非农就业报告显示增加19.9万人,尽管经济学家此前预计增长42.2万人。</blockquote></p><p>While the headline number disappointed, there were some things in this jobs report that pointed to an improving economic picture and higher inflation. Average hourly earnings increased by 0.6%, above expectations. And the unemployment rate fell to 3.9%, the lowest level since Feb 2020 and well below the 4.1% expected.</p><p><blockquote>虽然总体数字令人失望,但这份就业报告中的一些内容表明经济形势正在改善,通胀也在上升。平均时薪增长0.6%,高于预期。失业率降至3.9%,为2020年2月以来的最低水平,远低于预期的4.1%。</blockquote></p><p>That appeared to be what bond investors were focusing on as they sent yields higher again on Friday. The 10-year Treasury yield topped 1.76% on Friday, continuing its amazing 2022 run from a 2021 year-end level of 1.51%.</p><p><blockquote>这似乎是债券投资者周五再次推高收益率时关注的焦点。10年期国债收益率周五突破1.76%,延续了2022年令人惊叹的2021年底1.51%的水平。</blockquote></p><p>Tech stocks were set to lose ground again on Friday as yields rose, continuing a theme this week of investors rotating out of the sector.</p><p><blockquote>随着收益率上升,科技股周五将再次下跌,延续了本周投资者轮流退出该行业的主题。</blockquote></p><p>In early trading Friday, GameStop shares soared more than 15% premarket following news that the company is venturing into the crypto world with investments in a marketplace for nonfungible tokens and digital currency partnerships to create games and other items.</p><p><blockquote>周五早盘交易中,游戏驿站股价盘前飙升超过15%,此前有消息称该公司正在进军加密货币世界,投资不可替代代币市场并建立数字货币合作伙伴关系来创建游戏和其他物品。</blockquote></p><p>Elsewhere, shares of Starbucks fell about 3% after both RBC and Oppenheimer downgraded the coffee giant on the notion that the stock may have peaked in the near term and will struggle to grow profits ahead.</p><p><blockquote>在其他地方,加拿大皇家银行(RBC)和奥本海默(Oppenheimer)均下调了星巴克(Starbucks)的评级,认为该股可能已在短期内见顶,未来将难以实现利润增长,该公司股价下跌约3%。</blockquote></p><p>Also, Discovery’s stock rose 3.8% after Bank of America upgraded the company, saying that it should gain as benefits with Warner Media become clearer.</p><p><blockquote>此外,美国银行上调Discovery评级后,该公司股价上涨3.8%,称随着华纳媒体的利益变得更加清晰,该公司应该会受益。</blockquote></p><p>U.S. weekly jobless claims totaled 207,000 for the week ended Jan. 1, the Labor Department said Thursday. The reading was higher than the expected 195,000. But the private sector added 807,000 jobs in December, ADP said Wednesday, which was significantly higher than the expected 375,000.</p><p><blockquote>美国劳工部周四表示,截至1月1日当周,美国每周申请失业救济人数总计20.7万人。该读数高于预期的195,000。但ADP周三表示,12月份私营部门增加了80.7万个就业岗位,明显高于预期的37.5万个。</blockquote></p><p>Stocks’ declines over the last two days follow the Wednesday release of the minutes from the Federal Reserve’s December meeting. The central bank is ready to dial back its economic help at a faster rate than some had anticipated.</p><p><blockquote>周三美联储12月会议纪要发布后,股市在过去两天下跌。央行准备以比一些人预期更快的速度缩减经济援助。</blockquote></p><p>“A shift in Fed policy often injects volatility into markets,” said Keith Lerner, chief market strategist at Truist. “Stocks have generally had positive performance during periods where the Fed is raising short-term rates because this is normally paired with a healthy economy.”</p><p><blockquote>Truist首席市场策略师Keith Lerner表示:“美联储政策的转变往往会给市场带来波动。”“在美联储提高短期利率期间,股市通常表现积极,因为这通常与健康的经济相匹配。”</blockquote></p><p>“The dip in stocks seems a bit overdone,” added UBS Global Wealth Management in a note to clients. “The normalization of Fed policy shouldn’t dent the outlook for corporate profit growth, which remains on solid footing due to strong consumer spending, rising wages, and still-easy access to capital.”</p><p><blockquote>瑞银全球财富管理在给客户的一份报告中补充道:“股市的下跌似乎有点过度。”“美联储政策正常化不应削弱企业利润增长的前景,由于消费者支出强劲、工资上涨以及仍然容易获得资本,企业利润增长仍处于坚实的基础。”</blockquote></p><p>The yield on the 10-year U.S. Treasury hit 1.75% on Thursday, sharply higher than last week’s 1.51% level. The move higher has hit growth-oriented areas of the market, since promised future profits start to look less compelling. The tech-heavy Nasdaq Composite is on track for its worst week since February 2021 as investors rotate out of growth and into value names.</p><p><blockquote>10年期美国国债收益率周四触及1.75%,大幅高于上周1.51%的水平。由于承诺的未来利润开始看起来不那么引人注目,因此走高打击了市场的增长型领域。随着投资者从成长股转向价值股,以科技股为主的纳斯达克综合指数有望迎来2021年2月以来最糟糕的一周。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Opens Flat on Friday, Heads for Losing Week to Begin 2022<blockquote>标普500周五开盘持平,2022年开始将迎来下跌周</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\">\nS&P 500 Opens Flat on Friday, Heads for Losing Week to Begin 2022<blockquote>标普500周五开盘持平,2022年开始将迎来下跌周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-01-07 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. stocks were flat on Friday after the December jobs report came in short of expectations.</p><p><blockquote><html><head></head><body>12月就业报告不及预期后,美国股市周五持平。</body></html></blockquote></p><p>The Dow Jones Industrial Average fell 34 points, or 0.09%. The S&P 500 advanced 0.07%, and the Nasdaq Composite added 0.2%.</p><p><blockquote>道琼斯工业平均指数下跌34点,跌幅0.09%。标普500上涨0.07%,纳斯达克综合指数上涨0.2%。</blockquote></p><p>The U.S. economy added far fewer jobs in December than expected, The Labor Department reported Friday. The nonfarm payrolls report showed an increase of 199,000 in December, though economists had expected growth of 422,000, according to Dow Jones.</p><p><blockquote>美国劳工部周五报告称,12月份美国经济新增就业岗位远低于预期。根据道琼斯的数据,12月份非农就业报告显示增加19.9万人,尽管经济学家此前预计增长42.2万人。</blockquote></p><p>While the headline number disappointed, there were some things in this jobs report that pointed to an improving economic picture and higher inflation. Average hourly earnings increased by 0.6%, above expectations. And the unemployment rate fell to 3.9%, the lowest level since Feb 2020 and well below the 4.1% expected.</p><p><blockquote>虽然总体数字令人失望,但这份就业报告中的一些内容表明经济形势正在改善,通胀也在上升。平均时薪增长0.6%,高于预期。失业率降至3.9%,为2020年2月以来的最低水平,远低于预期的4.1%。</blockquote></p><p>That appeared to be what bond investors were focusing on as they sent yields higher again on Friday. The 10-year Treasury yield topped 1.76% on Friday, continuing its amazing 2022 run from a 2021 year-end level of 1.51%.</p><p><blockquote>这似乎是债券投资者周五再次推高收益率时关注的焦点。10年期国债收益率周五突破1.76%,延续了2022年令人惊叹的2021年底1.51%的水平。</blockquote></p><p>Tech stocks were set to lose ground again on Friday as yields rose, continuing a theme this week of investors rotating out of the sector.</p><p><blockquote>随着收益率上升,科技股周五将再次下跌,延续了本周投资者轮流退出该行业的主题。</blockquote></p><p>In early trading Friday, GameStop shares soared more than 15% premarket following news that the company is venturing into the crypto world with investments in a marketplace for nonfungible tokens and digital currency partnerships to create games and other items.</p><p><blockquote>周五早盘交易中,游戏驿站股价盘前飙升超过15%,此前有消息称该公司正在进军加密货币世界,投资不可替代代币市场并建立数字货币合作伙伴关系来创建游戏和其他物品。</blockquote></p><p>Elsewhere, shares of Starbucks fell about 3% after both RBC and Oppenheimer downgraded the coffee giant on the notion that the stock may have peaked in the near term and will struggle to grow profits ahead.</p><p><blockquote>在其他地方,加拿大皇家银行(RBC)和奥本海默(Oppenheimer)均下调了星巴克(Starbucks)的评级,认为该股可能已在短期内见顶,未来将难以实现利润增长,该公司股价下跌约3%。</blockquote></p><p>Also, Discovery’s stock rose 3.8% after Bank of America upgraded the company, saying that it should gain as benefits with Warner Media become clearer.</p><p><blockquote>此外,美国银行上调Discovery评级后,该公司股价上涨3.8%,称随着华纳媒体的利益变得更加清晰,该公司应该会受益。</blockquote></p><p>U.S. weekly jobless claims totaled 207,000 for the week ended Jan. 1, the Labor Department said Thursday. The reading was higher than the expected 195,000. But the private sector added 807,000 jobs in December, ADP said Wednesday, which was significantly higher than the expected 375,000.</p><p><blockquote>美国劳工部周四表示,截至1月1日当周,美国每周申请失业救济人数总计20.7万人。该读数高于预期的195,000。但ADP周三表示,12月份私营部门增加了80.7万个就业岗位,明显高于预期的37.5万个。</blockquote></p><p>Stocks’ declines over the last two days follow the Wednesday release of the minutes from the Federal Reserve’s December meeting. The central bank is ready to dial back its economic help at a faster rate than some had anticipated.</p><p><blockquote>周三美联储12月会议纪要发布后,股市在过去两天下跌。央行准备以比一些人预期更快的速度缩减经济援助。</blockquote></p><p>“A shift in Fed policy often injects volatility into markets,” said Keith Lerner, chief market strategist at Truist. “Stocks have generally had positive performance during periods where the Fed is raising short-term rates because this is normally paired with a healthy economy.”</p><p><blockquote>Truist首席市场策略师Keith Lerner表示:“美联储政策的转变往往会给市场带来波动。”“在美联储提高短期利率期间,股市通常表现积极,因为这通常与健康的经济相匹配。”</blockquote></p><p>“The dip in stocks seems a bit overdone,” added UBS Global Wealth Management in a note to clients. “The normalization of Fed policy shouldn’t dent the outlook for corporate profit growth, which remains on solid footing due to strong consumer spending, rising wages, and still-easy access to capital.”</p><p><blockquote>瑞银全球财富管理在给客户的一份报告中补充道:“股市的下跌似乎有点过度。”“美联储政策正常化不应削弱企业利润增长的前景,由于消费者支出强劲、工资上涨以及仍然容易获得资本,企业利润增长仍处于坚实的基础。”</blockquote></p><p>The yield on the 10-year U.S. Treasury hit 1.75% on Thursday, sharply higher than last week’s 1.51% level. The move higher has hit growth-oriented areas of the market, since promised future profits start to look less compelling. The tech-heavy Nasdaq Composite is on track for its worst week since February 2021 as investors rotate out of growth and into value names.</p><p><blockquote>10年期美国国债收益率周四触及1.75%,大幅高于上周1.51%的水平。由于承诺的未来利润开始看起来不那么引人注目,因此走高打击了市场的增长型领域。随着投资者从成长股转向价值股,以科技股为主的纳斯达克综合指数有望迎来2021年2月以来最糟糕的一周。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147320317","content_text":"U.S. stocks were flat on Friday after the December jobs report came in short of expectations.The Dow Jones Industrial Average fell 34 points, or 0.09%. The S&P 500 advanced 0.07%, and the Nasdaq Composite added 0.2%.The U.S. economy added far fewer jobs in December than expected, The Labor Department reported Friday. The nonfarm payrolls report showed an increase of 199,000 in December, though economists had expected growth of 422,000, according to Dow Jones.While the headline number disappointed, there were some things in this jobs report that pointed to an improving economic picture and higher inflation. Average hourly earnings increased by 0.6%, above expectations. And the unemployment rate fell to 3.9%, the lowest level since Feb 2020 and well below the 4.1% expected.That appeared to be what bond investors were focusing on as they sent yields higher again on Friday. The 10-year Treasury yield topped 1.76% on Friday, continuing its amazing 2022 run from a 2021 year-end level of 1.51%.Tech stocks were set to lose ground again on Friday as yields rose, continuing a theme this week of investors rotating out of the sector.In early trading Friday, GameStop shares soared more than 15% premarket following news that the company is venturing into the crypto world with investments in a marketplace for nonfungible tokens and digital currency partnerships to create games and other items.Elsewhere, shares of Starbucks fell about 3% after both RBC and Oppenheimer downgraded the coffee giant on the notion that the stock may have peaked in the near term and will struggle to grow profits ahead.Also, Discovery’s stock rose 3.8% after Bank of America upgraded the company, saying that it should gain as benefits with Warner Media become clearer.U.S. weekly jobless claims totaled 207,000 for the week ended Jan. 1, the Labor Department said Thursday. The reading was higher than the expected 195,000. But the private sector added 807,000 jobs in December, ADP said Wednesday, which was significantly higher than the expected 375,000.Stocks’ declines over the last two days follow the Wednesday release of the minutes from the Federal Reserve’s December meeting. The central bank is ready to dial back its economic help at a faster rate than some had anticipated.“A shift in Fed policy often injects volatility into markets,” said Keith Lerner, chief market strategist at Truist. “Stocks have generally had positive performance during periods where the Fed is raising short-term rates because this is normally paired with a healthy economy.”“The dip in stocks seems a bit overdone,” added UBS Global Wealth Management in a note to clients. “The normalization of Fed policy shouldn’t dent the outlook for corporate profit growth, which remains on solid footing due to strong consumer spending, rising wages, and still-easy access to capital.”The yield on the 10-year U.S. Treasury hit 1.75% on Thursday, sharply higher than last week’s 1.51% level. The move higher has hit growth-oriented areas of the market, since promised future profits start to look less compelling. The tech-heavy Nasdaq Composite is on track for its worst week since February 2021 as investors rotate out of growth and into value names.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696161468,"gmtCreate":1640651295412,"gmtModify":1640651321172,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696161468","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698749276,"gmtCreate":1640564625795,"gmtModify":1640564932197,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Thanks//<a href=\"https://laohu8.com/U/3554958921608603\">@AS78</a>:Ok","listText":"Thanks//<a href=\"https://laohu8.com/U/3554958921608603\">@AS78</a>:Ok","text":"Thanks//@AS78:Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698749276","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</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":{"BK4096":"电气部件与设备","BK4541":"氢能源","FCEL":"燃料电池能源","SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698749907,"gmtCreate":1640564585435,"gmtModify":1640564586997,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698749907","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</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":{"BK4096":"电气部件与设备","BK4541":"氢能源","FCEL":"燃料电池能源","SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698354349,"gmtCreate":1640309791125,"gmtModify":1640309797988,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/698354349","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691533647,"gmtCreate":1640219107217,"gmtModify":1640219108713,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/691533647","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693506092,"gmtCreate":1640046562022,"gmtModify":1640046563567,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693506092","repostId":"1120669458","repostType":4,"repost":{"id":"1120669458","kind":"news","pubTimestamp":1640045309,"share":"https://www.laohu8.com/m/news/1120669458?lang=zh_CN&edition=full","pubTime":"2021-12-21 08:08","market":"sg","language":"en","title":"Continued Consolidation Anticipated For Singapore Stock Market<blockquote>新加坡股市预计将持续盘整</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120669458","media":"RTTNews","summary":"The Singapore stock market has finished lower in back-to-back trading days, slumping more than 40 po","content":"<p>The Singapore stock market has finished lower in back-to-back trading days, slumping more than 40 points or 1.3 percent along the way. The Straits Times Index now sits just above the 3,070-point plateau and it may take further damage again on Tuesday.</p><p><blockquote>新加坡股市连续几个交易日收低,跌幅超过40点,跌幅为1.3%。海峡时报指数目前略高于3,070点的高位,周二可能会再次遭受进一步损害。</blockquote></p><p> The global forecast for the Asian markets suggests continued consolidation on rising Omicron COVID-19 concerns. The European and U.S. markets were solidly lower and the Asian markets are tipped to open in similar fashion.</p><p><blockquote>对亚洲市场的全球预测表明,由于对奥密克戎新冠肺炎的担忧加剧,亚洲市场将继续盘整。欧洲和美国市场大幅走低,亚洲市场预计也将以类似的方式开盘。</blockquote></p><p> The STI finished sharply lower on Monday with losses in every sector - most notably, financials, properties and industrials.</p><p><blockquote>海指周一大幅收低,各板块均出现下跌,尤其是金融、房地产和工业板块。</blockquote></p><p> For the day, the index dropped 38.66 points or 1.24 percent to finish at 3,072.97 after trading between 3,068.21 and 3,098.49. Volume was 1.1 billion shares worth 1.03 billion Singapore dollars. There were 369 decliners and 147 gainers.</p><p><blockquote>当天,该指数在3,068.21点至3,098.49点之间交易后,下跌38.66点或1.24%,收于3,072.97点。成交量为11亿股,价值10.3亿新元。下跌股369家,上涨股147家。</blockquote></p><p> Among the actives, Ascendas REIT lost 1.03 percent, while CapitaLand Integrated Commercial Trust dipped 0.51 percent, City Developments tanked 1.77 percent, Comfort DelGro stumbled 1.46 percent, Dairy Farm International cratered 4.01 percent, DBS Group fell 0.89 percent, Genting Singapore plummeted 2.60 percent, Keppel Corp tumbled 1.75 percent, Mapletree Commercial Trust retreated 1.49 percent, Mapletree Logistics Trust and Singapore Technologies Engineering both surrendered 1.61 percent, Oversea-Chinese Banking Corporation declined 1.50 percent, SATS shed 1.04 percent, SembCorp Industries plunged 2.01 percent, Singapore Airlines sank 1.23 percent, Singapore Exchange weakened 1.30 percent, Singapore Press Holdings was down 0.43 percent, SingTel slumped 1.27 percent, United Overseas Bank dropped 1.15 percent, Wilmar International skidded 1.47 percent, Yangzijiang Shipbuilding slid 0.78 percent and Thai Beverage was unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌1.03%,凯德综合商业信托下跌0.51%,城市发展下跌1.77%,Comfort DelGro下跌1.46%,Dairy Farm International下跌4.01%,星展集团下跌0.89%,云顶新加坡暴跌2.60%,吉宝企业下跌1.75%,丰树商业信托下跌1.49%,丰树物流信托和新加坡科技工程均下跌1.61%,华侨银行下跌1.50%,胜科工业下跌2.01%,新加坡交易所下跌1.30%,新加坡报业控股下跌0.43%,新加坡电信下跌1.27%,丰益国际下跌1.47%,扬子江造船下跌0.78%,泰国饮料持平。</blockquote></p><p> The lead from Wall Street is negative as the major averages opened sharply lower on Monday and remained that way throughout the session.</p><p><blockquote>华尔街的领先是负面的,因为主要股指周一开盘大幅走低,并在整个交易日保持这种状态。</blockquote></p><p> The Dow dropped 433.28 points or 1.23 percent to finish at 34,932.16, while the NASDAQ sank 188.74 points or 1.24 percent to close at 14,980.94 and the S&P 500 lost 52.62 points or 1.14 percent to end at 4,568.02.</p><p><blockquote>道琼斯指数下跌433.28点,跌幅1.23%,收于34,932.16点;纳斯达克下跌188.74点,跌幅1.24%,收于14,980.94点;标普500下跌52.62点,跌幅1.14%,收于4,568.02点。</blockquote></p><p> Concerns about the rapid spread of the Omicron variant of the coronavirus contributed to the weakness on Wall Street. With the World Health Organization saying the number of cases is doubling in 1.5 to 3 days in areas with community transmission, traders seem worried the new strain could derail the global economic recovery.</p><p><blockquote>对冠状病毒奥密克戎变种迅速传播的担忧导致了华尔街的疲软。世界卫生组织表示,在有社区传播的地区,病例数量在1.5至3天内翻了一番,交易员似乎担心这种新毒株可能会破坏全球经济复苏。</blockquote></p><p> The spread of the Omicron variant could also lead to further global supply chain issues, which have contributed to elevated inflation.</p><p><blockquote>奥密克戎变种的传播还可能导致进一步的全球供应链问题,从而导致通胀上升。</blockquote></p><p> Democratic West Virgina senator Joe Manchin's announcement that he will not support the Biden administration's Build Back Better plan added to the negative sentiment.</p><p><blockquote>西弗吉尼亚州民主党参议员乔·曼钦宣布他不会支持拜登政府的重建更好计划,这加剧了负面情绪。</blockquote></p><p> Crude oil futures settled sharply lower Monday as a rapid surge in Omicron variant of the coronavirus and stricter restrictions on movements in several countries raised concerns about outlook for energy demand. West Texas Intermediate Crude oil futures for February ended down by $2.63 or 3.7 percent at $68.23 a barrel.</p><p><blockquote>原油期货周一大幅走低,因冠状病毒奥密克戎变种迅速激增以及多个国家对行动的更严格限制引发了人们对能源需求前景的担忧。西德克萨斯中质原油2月期货收跌2.63美元或3.7%,报每桶68.23美元。</blockquote></p><p></p>","source":"lsy1626938412129","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>Continued Consolidation Anticipated For Singapore Stock Market<blockquote>新加坡股市预计将持续盘整</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\">\nContinued Consolidation Anticipated For Singapore Stock Market<blockquote>新加坡股市预计将持续盘整</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-21 08:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has finished lower in back-to-back trading days, slumping more than 40 points or 1.3 percent along the way. The Straits Times Index now sits just above the 3,070-point plateau and it may take further damage again on Tuesday.</p><p><blockquote>新加坡股市连续几个交易日收低,跌幅超过40点,跌幅为1.3%。海峡时报指数目前略高于3,070点的高位,周二可能会再次遭受进一步损害。</blockquote></p><p> The global forecast for the Asian markets suggests continued consolidation on rising Omicron COVID-19 concerns. The European and U.S. markets were solidly lower and the Asian markets are tipped to open in similar fashion.</p><p><blockquote>对亚洲市场的全球预测表明,由于对奥密克戎新冠肺炎的担忧加剧,亚洲市场将继续盘整。欧洲和美国市场大幅走低,亚洲市场预计也将以类似的方式开盘。</blockquote></p><p> The STI finished sharply lower on Monday with losses in every sector - most notably, financials, properties and industrials.</p><p><blockquote>海指周一大幅收低,各板块均出现下跌,尤其是金融、房地产和工业板块。</blockquote></p><p> For the day, the index dropped 38.66 points or 1.24 percent to finish at 3,072.97 after trading between 3,068.21 and 3,098.49. Volume was 1.1 billion shares worth 1.03 billion Singapore dollars. There were 369 decliners and 147 gainers.</p><p><blockquote>当天,该指数在3,068.21点至3,098.49点之间交易后,下跌38.66点或1.24%,收于3,072.97点。成交量为11亿股,价值10.3亿新元。下跌股369家,上涨股147家。</blockquote></p><p> Among the actives, Ascendas REIT lost 1.03 percent, while CapitaLand Integrated Commercial Trust dipped 0.51 percent, City Developments tanked 1.77 percent, Comfort DelGro stumbled 1.46 percent, Dairy Farm International cratered 4.01 percent, DBS Group fell 0.89 percent, Genting Singapore plummeted 2.60 percent, Keppel Corp tumbled 1.75 percent, Mapletree Commercial Trust retreated 1.49 percent, Mapletree Logistics Trust and Singapore Technologies Engineering both surrendered 1.61 percent, Oversea-Chinese Banking Corporation declined 1.50 percent, SATS shed 1.04 percent, SembCorp Industries plunged 2.01 percent, Singapore Airlines sank 1.23 percent, Singapore Exchange weakened 1.30 percent, Singapore Press Holdings was down 0.43 percent, SingTel slumped 1.27 percent, United Overseas Bank dropped 1.15 percent, Wilmar International skidded 1.47 percent, Yangzijiang Shipbuilding slid 0.78 percent and Thai Beverage was unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌1.03%,凯德综合商业信托下跌0.51%,城市发展下跌1.77%,Comfort DelGro下跌1.46%,Dairy Farm International下跌4.01%,星展集团下跌0.89%,云顶新加坡暴跌2.60%,吉宝企业下跌1.75%,丰树商业信托下跌1.49%,丰树物流信托和新加坡科技工程均下跌1.61%,华侨银行下跌1.50%,胜科工业下跌2.01%,新加坡交易所下跌1.30%,新加坡报业控股下跌0.43%,新加坡电信下跌1.27%,丰益国际下跌1.47%,扬子江造船下跌0.78%,泰国饮料持平。</blockquote></p><p> The lead from Wall Street is negative as the major averages opened sharply lower on Monday and remained that way throughout the session.</p><p><blockquote>华尔街的领先是负面的,因为主要股指周一开盘大幅走低,并在整个交易日保持这种状态。</blockquote></p><p> The Dow dropped 433.28 points or 1.23 percent to finish at 34,932.16, while the NASDAQ sank 188.74 points or 1.24 percent to close at 14,980.94 and the S&P 500 lost 52.62 points or 1.14 percent to end at 4,568.02.</p><p><blockquote>道琼斯指数下跌433.28点,跌幅1.23%,收于34,932.16点;纳斯达克下跌188.74点,跌幅1.24%,收于14,980.94点;标普500下跌52.62点,跌幅1.14%,收于4,568.02点。</blockquote></p><p> Concerns about the rapid spread of the Omicron variant of the coronavirus contributed to the weakness on Wall Street. With the World Health Organization saying the number of cases is doubling in 1.5 to 3 days in areas with community transmission, traders seem worried the new strain could derail the global economic recovery.</p><p><blockquote>对冠状病毒奥密克戎变种迅速传播的担忧导致了华尔街的疲软。世界卫生组织表示,在有社区传播的地区,病例数量在1.5至3天内翻了一番,交易员似乎担心这种新毒株可能会破坏全球经济复苏。</blockquote></p><p> The spread of the Omicron variant could also lead to further global supply chain issues, which have contributed to elevated inflation.</p><p><blockquote>奥密克戎变种的传播还可能导致进一步的全球供应链问题,从而导致通胀上升。</blockquote></p><p> Democratic West Virgina senator Joe Manchin's announcement that he will not support the Biden administration's Build Back Better plan added to the negative sentiment.</p><p><blockquote>西弗吉尼亚州民主党参议员乔·曼钦宣布他不会支持拜登政府的重建更好计划,这加剧了负面情绪。</blockquote></p><p> Crude oil futures settled sharply lower Monday as a rapid surge in Omicron variant of the coronavirus and stricter restrictions on movements in several countries raised concerns about outlook for energy demand. West Texas Intermediate Crude oil futures for February ended down by $2.63 or 3.7 percent at $68.23 a barrel.</p><p><blockquote>原油期货周一大幅走低,因冠状病毒奥密克戎变种迅速激增以及多个国家对行动的更严格限制引发了人们对能源需求前景的担忧。西德克萨斯中质原油2月期货收跌2.63美元或3.7%,报每桶68.23美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3250618/continued-consolidation-anticipated-for-singapore-stock-market.aspx\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3250618/continued-consolidation-anticipated-for-singapore-stock-market.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120669458","content_text":"The Singapore stock market has finished lower in back-to-back trading days, slumping more than 40 points or 1.3 percent along the way. The Straits Times Index now sits just above the 3,070-point plateau and it may take further damage again on Tuesday.\nThe global forecast for the Asian markets suggests continued consolidation on rising Omicron COVID-19 concerns. The European and U.S. markets were solidly lower and the Asian markets are tipped to open in similar fashion.\nThe STI finished sharply lower on Monday with losses in every sector - most notably, financials, properties and industrials.\nFor the day, the index dropped 38.66 points or 1.24 percent to finish at 3,072.97 after trading between 3,068.21 and 3,098.49. Volume was 1.1 billion shares worth 1.03 billion Singapore dollars. There were 369 decliners and 147 gainers.\nAmong the actives, Ascendas REIT lost 1.03 percent, while CapitaLand Integrated Commercial Trust dipped 0.51 percent, City Developments tanked 1.77 percent, Comfort DelGro stumbled 1.46 percent, Dairy Farm International cratered 4.01 percent, DBS Group fell 0.89 percent, Genting Singapore plummeted 2.60 percent, Keppel Corp tumbled 1.75 percent, Mapletree Commercial Trust retreated 1.49 percent, Mapletree Logistics Trust and Singapore Technologies Engineering both surrendered 1.61 percent, Oversea-Chinese Banking Corporation declined 1.50 percent, SATS shed 1.04 percent, SembCorp Industries plunged 2.01 percent, Singapore Airlines sank 1.23 percent, Singapore Exchange weakened 1.30 percent, Singapore Press Holdings was down 0.43 percent, SingTel slumped 1.27 percent, United Overseas Bank dropped 1.15 percent, Wilmar International skidded 1.47 percent, Yangzijiang Shipbuilding slid 0.78 percent and Thai Beverage was unchanged.\nThe lead from Wall Street is negative as the major averages opened sharply lower on Monday and remained that way throughout the session.\nThe Dow dropped 433.28 points or 1.23 percent to finish at 34,932.16, while the NASDAQ sank 188.74 points or 1.24 percent to close at 14,980.94 and the S&P 500 lost 52.62 points or 1.14 percent to end at 4,568.02.\nConcerns about the rapid spread of the Omicron variant of the coronavirus contributed to the weakness on Wall Street. With the World Health Organization saying the number of cases is doubling in 1.5 to 3 days in areas with community transmission, traders seem worried the new strain could derail the global economic recovery.\nThe spread of the Omicron variant could also lead to further global supply chain issues, which have contributed to elevated inflation.\nDemocratic West Virgina senator Joe Manchin's announcement that he will not support the Biden administration's Build Back Better plan added to the negative sentiment.\nCrude oil futures settled sharply lower Monday as a rapid surge in Omicron variant of the coronavirus and stricter restrictions on movements in several countries raised concerns about outlook for energy demand. West Texas Intermediate Crude oil futures for February ended down by $2.63 or 3.7 percent at $68.23 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693989948,"gmtCreate":1639960622423,"gmtModify":1639960623952,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693989948","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","PAYX":"沛齐",".SPX":"S&P 500 Index","CTAS":"信达思","GIS":"通用磨坊",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","KMX":"车美仕"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"CTAS":0.9,"PAYX":0.9,".IXIC":0.9,"GIS":0.9,"KMX":0.9,".SPX":0.9,".DJI":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699463947,"gmtCreate":1639877813027,"gmtModify":1639877814597,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699463947","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohu8.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社)-华尔街周五收低,受大型科技股拖累,投资者担心奥密克戎冠状病毒变种,并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对通胀飙升后,美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%,Alphabet下跌1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌,金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示:“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎,就会出现波动,我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘,而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,标普500下跌1.03%,收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%,至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是,小盘股罗素2000指数在从11月初的历史高点下跌超过10%后,上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至166亿股,远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500下跌1.9%,道琼斯指数下跌1.7%,纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中,甲骨文股价下跌6.4%,此前《华尔街日报》报道称,这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判,交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润,但联邦快递公司周四恢复了最初的2022财年预测,该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1;在纳斯达克,1.16比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低;纳斯达克综合指数录得28个新高和341个新低。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社)-华尔街周五收低,受大型科技股拖累,投资者担心奥密克戎冠状病毒变种,并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对通胀飙升后,美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%,Alphabet下跌1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌,金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示:“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎,就会出现波动,我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘,而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,标普500下跌1.03%,收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%,至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是,小盘股罗素2000指数在从11月初的历史高点下跌超过10%后,上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至166亿股,远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500下跌1.9%,道琼斯指数下跌1.7%,纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中,甲骨文股价下跌6.4%,此前《华尔街日报》报道称,这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判,交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润,但联邦快递公司周四恢复了最初的2022财年预测,该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1;在纳斯达克,1.16比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低;纳斯达克综合指数录得28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Reuters</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://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699674465,"gmtCreate":1639799556958,"gmtModify":1639799558501,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699674465","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohu8.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社)-华尔街周五收低,受大型科技股拖累,投资者担心奥密克戎冠状病毒变种,并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对通胀飙升后,美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%,Alphabet下跌1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌,金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示:“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎,就会出现波动,我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘,而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,标普500下跌1.03%,收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%,至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是,小盘股罗素2000指数在从11月初的历史高点下跌超过10%后,上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至166亿股,远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500下跌1.9%,道琼斯指数下跌1.7%,纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中,甲骨文股价下跌6.4%,此前《华尔街日报》报道称,这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判,交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润,但联邦快递公司周四恢复了最初的2022财年预测,该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1;在纳斯达克,1.16比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低;纳斯达克综合指数录得28个新高和341个新低。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社)-华尔街周五收低,受大型科技股拖累,投资者担心奥密克戎冠状病毒变种,并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对通胀飙升后,美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%,Alphabet下跌1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌,金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示:“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎,就会出现波动,我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘,而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,标普500下跌1.03%,收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%,至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是,小盘股罗素2000指数在从11月初的历史高点下跌超过10%后,上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至166亿股,远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500下跌1.9%,道琼斯指数下跌1.7%,纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中,甲骨文股价下跌6.4%,此前《华尔街日报》报道称,这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判,交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润,但联邦快递公司周四恢复了最初的2022财年预测,该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1;在纳斯达克,1.16比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低;纳斯达克综合指数录得28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Reuters</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://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690437374,"gmtCreate":1639700417925,"gmtModify":1639700419483,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690437374","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690023641,"gmtCreate":1639614929305,"gmtModify":1639614930843,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690023641","repostId":"1194155872","repostType":2,"repost":{"id":"1194155872","kind":"news","pubTimestamp":1639613035,"share":"https://www.laohu8.com/m/news/1194155872?lang=zh_CN&edition=full","pubTime":"2021-12-16 08:03","market":"us","language":"en","title":"Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194155872","media":"RTTNews","summary":"The Singapore stock market headed south again on Wednesday, one session after ending the two-day sli","content":"<p>The Singapore stock market headed south again on Wednesday, one session after ending the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just beneath the 3,115-point plateau although it figures to bounce higher again on Thursday.</p><p><blockquote>新加坡股市周三再次下跌,此前一个交易日结束了连续两天下跌超过20点或0.7%的下跌。海峡时报指数目前略低于3,115点的高位,尽管预计周四将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is upbeat following results of the FOMC's monetary policy meeting. The European and U.S. markets were solidly higher and the Asian bourses figure to open in similar fashion.</p><p><blockquote>在FOMC货币政策会议结果公布后,全球对亚洲市场的预测乐观。欧洲和美国市场稳步走高,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly lower on Wednesday following losses from the properties and industrials, while the financials were mixed.</p><p><blockquote>在房地产和工业股下跌后,海指周三小幅收低,而金融股则涨跌互现。</blockquote></p><p> For the day, the index slid 6.21 points or 0.20 percent to finish at 3,114.88 after trading between 3,106.63 and 3,120.55. Volume was 883.4 million shares worth 761.8 million Singapore dollars. There were 264 decliners and 180 gainers.</p><p><blockquote>当天,该指数在3,106.63点至3,120.55点之间交易后,下跌6.21点或0.20%,收于3,114.88点。成交量为8.834亿股,价值7.618亿新元。下跌股264家,上涨股180家。</blockquote></p><p> Among the actives, Ascendas REIT lost 0.34 percent, while CapitaLand Integrated Commercial Trust retreated 0.50 percent, City Developments sank 0.42 percent, Comfort DelGro jumped 1.45 percent, Dairy Farm International plummeted 2.42 percent, DBS Group rose 0.19 percent, Genting Singapore surrendered 0.64 percent, Keppel Corp shed 0.39 percent, Mapletree Commercial Trust plunged 0.98 percent, Mapletree Logistics Trust declined 0.53 percent, Oversea-Chinese Banking Corporation fell 0.27 percent, SembCorp Industries skidded 0.51 percent, Singapore Airlines dipped 0.20 percent, Singapore Exchange slid 0.21 percent, SingTel dropped 0.41 percent, Thai Beverage tumbled 0.75 percent, United Overseas Bank collected 0.15 percent, Wilmar International tanked 0.96 percent and Yangzijiang Shipbuilding, Singapore Press Holdings, Singapore Technologies Engineering and SATS were unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌0.34%,凯德综合商业信托下跌0.50%,City Developments下跌0.42%,Comfort DelGro上涨1.45%,Dairy Farm International暴跌2.42%,星展集团上涨0.19%,云顶新加坡退保0.64%,吉宝企业下跌0.39%,丰树商业信托下跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科工业下跌0.51%,新加坡航空下跌0.20%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行下跌0.15%,丰益国际下跌0.96%,扬子江造船、新加坡报业控股、新加坡科技工程和新天科技持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened slightly lower on Wednesday but then surged in the afternoon to finish sharply higher.</p><p><blockquote>华尔街的领先优势总体上是积极的,主要股指周三开盘小幅走低,但随后下午飙升,收盘大幅走高。</blockquote></p><p> The Dow soared 383.25 points or 1.08 percent to finish at 35,927.43, while the NASDAQ spiked 327.94 points or 2.15 percent to end at 15,565.58 and the S&P 500 jumped 75.76 points or 1.63 percent to close at 4,709.85.</p><p><blockquote>道琼斯指数飙升383.25点,涨幅1.08%,收于35,927.43点;纳斯达克指数飙升327.94点,涨幅2.15%,收于15,565.58点;标普500指数上涨75.76点,涨幅1.63%,收于4,709.85点。</blockquote></p><p> The late-day rally on Wall Street came after the Fed announced its widely expected decision to accelerate the pace of reductions to its asset purchases program. Citing inflation developments and further improvement in the labor market, the Fed said it has decided to reduce the monthly pace of its net asset purchases by $30 billion per month, double the previously announced $15 billion per month.</p><p><blockquote>在美联储宣布了人们普遍预期的加快缩减资产购买计划步伐的决定后,华尔街尾盘上涨。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将净资产购买速度每月减少300亿美元,是此前宣布的每月150亿美元的两倍。</blockquote></p><p> The Fed said it expects similar reductions in the pace of net asset purchases will likely be appropriate each month, pointing to an end to the program next March. Analysts partly attributed the subsequent rally to relief that the Fed was not more aggressive in accelerating the timetable for halting its asset purchases.</p><p><blockquote>美联储表示,预计每个月净资产购买速度的类似减少可能是适当的,这表明该计划将于明年3月结束。分析师将随后的反弹部分归因于美联储没有更积极地加快停止资产购买的时间表。</blockquote></p><p> Meanwhile, the Fed also announced its widely expected decision to keep the target range for the federal funds rate at zero to 0.25 percent. The central bank's latest projections forecast as many three rate hikes in 2022 compared to the lone rate hike forecast in September.</p><p><blockquote>与此同时,美联储还宣布了广泛预期的决定,将联邦基金利率目标区间维持在零至0.25%。与9月份的一次加息预测相比,央行的最新预测2022年将加息多达三次。</blockquote></p><p> Despite the prospect of sooner than expected rate hikes, analysts suggested traders were pleased with the increased level of certainty provided by the Fed's latest projections.</p><p><blockquote>尽管加息时间可能早于预期,但分析师表示,交易员对美联储最新预测提供的确定性水平提高感到满意。</blockquote></p><p> Crude oil futures settled higher on Wednesday after the Energy Information Administration (EIA) said crude inventories in the U.S. dropped by 4.6 million barrels last week. West Texas Intermediate crude oil futures for January ended up by $0.14 or 0.2 percent at $70.87 a barrel.</p><p><blockquote>美国能源信息署(EIA)表示,上周美国原油库存减少460万桶,原油期货周三收高。西德克萨斯中质原油1月期货收涨0.14美元或0.2%,报每桶70.87美元。</blockquote></p><p></p>","source":"lsy1626938412129","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>Rebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</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\">\nRebound Anticipated For Singapore Stock Market<blockquote>新加坡股市有望反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-16 08:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market headed south again on Wednesday, one session after ending the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just beneath the 3,115-point plateau although it figures to bounce higher again on Thursday.</p><p><blockquote>新加坡股市周三再次下跌,此前一个交易日结束了连续两天下跌超过20点或0.7%的下跌。海峡时报指数目前略低于3,115点的高位,尽管预计周四将再次反弹。</blockquote></p><p> The global forecast for the Asian markets is upbeat following results of the FOMC's monetary policy meeting. The European and U.S. markets were solidly higher and the Asian bourses figure to open in similar fashion.</p><p><blockquote>在FOMC货币政策会议结果公布后,全球对亚洲市场的预测乐观。欧洲和美国市场稳步走高,亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished modestly lower on Wednesday following losses from the properties and industrials, while the financials were mixed.</p><p><blockquote>在房地产和工业股下跌后,海指周三小幅收低,而金融股则涨跌互现。</blockquote></p><p> For the day, the index slid 6.21 points or 0.20 percent to finish at 3,114.88 after trading between 3,106.63 and 3,120.55. Volume was 883.4 million shares worth 761.8 million Singapore dollars. There were 264 decliners and 180 gainers.</p><p><blockquote>当天,该指数在3,106.63点至3,120.55点之间交易后,下跌6.21点或0.20%,收于3,114.88点。成交量为8.834亿股,价值7.618亿新元。下跌股264家,上涨股180家。</blockquote></p><p> Among the actives, Ascendas REIT lost 0.34 percent, while CapitaLand Integrated Commercial Trust retreated 0.50 percent, City Developments sank 0.42 percent, Comfort DelGro jumped 1.45 percent, Dairy Farm International plummeted 2.42 percent, DBS Group rose 0.19 percent, Genting Singapore surrendered 0.64 percent, Keppel Corp shed 0.39 percent, Mapletree Commercial Trust plunged 0.98 percent, Mapletree Logistics Trust declined 0.53 percent, Oversea-Chinese Banking Corporation fell 0.27 percent, SembCorp Industries skidded 0.51 percent, Singapore Airlines dipped 0.20 percent, Singapore Exchange slid 0.21 percent, SingTel dropped 0.41 percent, Thai Beverage tumbled 0.75 percent, United Overseas Bank collected 0.15 percent, Wilmar International tanked 0.96 percent and Yangzijiang Shipbuilding, Singapore Press Holdings, Singapore Technologies Engineering and SATS were unchanged.</p><p><blockquote>活跃股中,腾飞房地产投资信托下跌0.34%,凯德综合商业信托下跌0.50%,City Developments下跌0.42%,Comfort DelGro上涨1.45%,Dairy Farm International暴跌2.42%,星展集团上涨0.19%,云顶新加坡退保0.64%,吉宝企业下跌0.39%,丰树商业信托下跌0.98%,丰树物流信托下跌0.53%,华侨银行下跌0.27%,胜科工业下跌0.51%,新加坡航空下跌0.20%,新加坡电信下跌0.41%,泰国饮料下跌0.75%,大华银行下跌0.15%,丰益国际下跌0.96%,扬子江造船、新加坡报业控股、新加坡科技工程和新天科技持平。</blockquote></p><p> The lead from Wall Street is broadly positive as the major averages opened slightly lower on Wednesday but then surged in the afternoon to finish sharply higher.</p><p><blockquote>华尔街的领先优势总体上是积极的,主要股指周三开盘小幅走低,但随后下午飙升,收盘大幅走高。</blockquote></p><p> The Dow soared 383.25 points or 1.08 percent to finish at 35,927.43, while the NASDAQ spiked 327.94 points or 2.15 percent to end at 15,565.58 and the S&P 500 jumped 75.76 points or 1.63 percent to close at 4,709.85.</p><p><blockquote>道琼斯指数飙升383.25点,涨幅1.08%,收于35,927.43点;纳斯达克指数飙升327.94点,涨幅2.15%,收于15,565.58点;标普500指数上涨75.76点,涨幅1.63%,收于4,709.85点。</blockquote></p><p> The late-day rally on Wall Street came after the Fed announced its widely expected decision to accelerate the pace of reductions to its asset purchases program. Citing inflation developments and further improvement in the labor market, the Fed said it has decided to reduce the monthly pace of its net asset purchases by $30 billion per month, double the previously announced $15 billion per month.</p><p><blockquote>在美联储宣布了人们普遍预期的加快缩减资产购买计划步伐的决定后,华尔街尾盘上涨。美联储以通胀发展和劳动力市场进一步改善为由表示,已决定将净资产购买速度每月减少300亿美元,是此前宣布的每月150亿美元的两倍。</blockquote></p><p> The Fed said it expects similar reductions in the pace of net asset purchases will likely be appropriate each month, pointing to an end to the program next March. Analysts partly attributed the subsequent rally to relief that the Fed was not more aggressive in accelerating the timetable for halting its asset purchases.</p><p><blockquote>美联储表示,预计每个月净资产购买速度的类似减少可能是适当的,这表明该计划将于明年3月结束。分析师将随后的反弹部分归因于美联储没有更积极地加快停止资产购买的时间表。</blockquote></p><p> Meanwhile, the Fed also announced its widely expected decision to keep the target range for the federal funds rate at zero to 0.25 percent. The central bank's latest projections forecast as many three rate hikes in 2022 compared to the lone rate hike forecast in September.</p><p><blockquote>与此同时,美联储还宣布了广泛预期的决定,将联邦基金利率目标区间维持在零至0.25%。与9月份的一次加息预测相比,央行的最新预测2022年将加息多达三次。</blockquote></p><p> Despite the prospect of sooner than expected rate hikes, analysts suggested traders were pleased with the increased level of certainty provided by the Fed's latest projections.</p><p><blockquote>尽管加息时间可能早于预期,但分析师表示,交易员对美联储最新预测提供的确定性水平提高感到满意。</blockquote></p><p> Crude oil futures settled higher on Wednesday after the Energy Information Administration (EIA) said crude inventories in the U.S. dropped by 4.6 million barrels last week. West Texas Intermediate crude oil futures for January ended up by $0.14 or 0.2 percent at $70.87 a barrel.</p><p><blockquote>美国能源信息署(EIA)表示,上周美国原油库存减少460万桶,原油期货周三收高。西德克萨斯中质原油1月期货收涨0.14美元或0.2%,报每桶70.87美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3249611/rebound-anticipated-for-singapore-stock-market.aspx\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3249611/rebound-anticipated-for-singapore-stock-market.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194155872","content_text":"The Singapore stock market headed south again on Wednesday, one session after ending the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just beneath the 3,115-point plateau although it figures to bounce higher again on Thursday.\nThe global forecast for the Asian markets is upbeat following results of the FOMC's monetary policy meeting. The European and U.S. markets were solidly higher and the Asian bourses figure to open in similar fashion.\nThe STI finished modestly lower on Wednesday following losses from the properties and industrials, while the financials were mixed.\nFor the day, the index slid 6.21 points or 0.20 percent to finish at 3,114.88 after trading between 3,106.63 and 3,120.55. Volume was 883.4 million shares worth 761.8 million Singapore dollars. There were 264 decliners and 180 gainers.\nAmong the actives, Ascendas REIT lost 0.34 percent, while CapitaLand Integrated Commercial Trust retreated 0.50 percent, City Developments sank 0.42 percent, Comfort DelGro jumped 1.45 percent, Dairy Farm International plummeted 2.42 percent, DBS Group rose 0.19 percent, Genting Singapore surrendered 0.64 percent, Keppel Corp shed 0.39 percent, Mapletree Commercial Trust plunged 0.98 percent, Mapletree Logistics Trust declined 0.53 percent, Oversea-Chinese Banking Corporation fell 0.27 percent, SembCorp Industries skidded 0.51 percent, Singapore Airlines dipped 0.20 percent, Singapore Exchange slid 0.21 percent, SingTel dropped 0.41 percent, Thai Beverage tumbled 0.75 percent, United Overseas Bank collected 0.15 percent, Wilmar International tanked 0.96 percent and Yangzijiang Shipbuilding, Singapore Press Holdings, Singapore Technologies Engineering and SATS were unchanged.\nThe lead from Wall Street is broadly positive as the major averages opened slightly lower on Wednesday but then surged in the afternoon to finish sharply higher.\nThe Dow soared 383.25 points or 1.08 percent to finish at 35,927.43, while the NASDAQ spiked 327.94 points or 2.15 percent to end at 15,565.58 and the S&P 500 jumped 75.76 points or 1.63 percent to close at 4,709.85.\nThe late-day rally on Wall Street came after the Fed announced its widely expected decision to accelerate the pace of reductions to its asset purchases program. Citing inflation developments and further improvement in the labor market, the Fed said it has decided to reduce the monthly pace of its net asset purchases by $30 billion per month, double the previously announced $15 billion per month.\nThe Fed said it expects similar reductions in the pace of net asset purchases will likely be appropriate each month, pointing to an end to the program next March. Analysts partly attributed the subsequent rally to relief that the Fed was not more aggressive in accelerating the timetable for halting its asset purchases.\nMeanwhile, the Fed also announced its widely expected decision to keep the target range for the federal funds rate at zero to 0.25 percent. The central bank's latest projections forecast as many three rate hikes in 2022 compared to the lone rate hike forecast in September.\nDespite the prospect of sooner than expected rate hikes, analysts suggested traders were pleased with the increased level of certainty provided by the Fed's latest projections.\nCrude oil futures settled higher on Wednesday after the Energy Information Administration (EIA) said crude inventories in the U.S. dropped by 4.6 million barrels last week. West Texas Intermediate crude oil futures for January ended up by $0.14 or 0.2 percent at $70.87 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":880225396,"gmtCreate":1631061034415,"gmtModify":1631887957579,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment back, thanks ","listText":"Please like and comment back, thanks ","text":"Please like and comment back, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/880225396","repostId":"1180677223","repostType":4,"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115484027,"gmtCreate":1623027191869,"gmtModify":1634096153895,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment my post, thanks ","listText":"Please like and comment my post, thanks ","text":"Please like and comment my post, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/115484027","repostId":"1102053637","repostType":4,"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811935099,"gmtCreate":1630282971511,"gmtModify":1704957707521,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment back, thanks ","listText":"Please like and comment back, thanks ","text":"Please like and comment back, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/811935099","repostId":"2163776380","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113368500,"gmtCreate":1622594765000,"gmtModify":1634100150463,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please help to like and comment, thanks ","listText":"Please help to like and comment, thanks ","text":"Please help to like and comment, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/113368500","repostId":"1106176005","repostType":4,"repost":{"id":"1106176005","kind":"news","pubTimestamp":1622588821,"share":"https://www.laohu8.com/m/news/1106176005?lang=zh_CN&edition=full","pubTime":"2021-06-02 07:07","market":"us","language":"en","title":"S&P 500 dips, as healthcare weighs; Dow ends higher<blockquote>随着医疗保健的压力,标普500下跌;道指收高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106176005","media":"Reuters","summary":"The S&P 500dipped on Tuesday, with declines in healthcare and tech shares countered by energy and financial gains, as investors weighed the latest U.S. economic data for signs of a rebound and rising inflation.The S&P 500 financial sectorhit a record high, while expected growth in fuel demand boosted oil prices and helped lift the energy sector3.9%, its biggest $one$-day gain in nearly four months. The heavyweight tech sectorfell while the healthcare sectorwas dragged down by a weak profit forec","content":"<p>The S&P 500(.SPX)dipped on Tuesday, with declines in healthcare and tech shares countered by energy and financial gains, as investors weighed the latest U.S. economic data for signs of a rebound and rising inflation.</p><p><blockquote>标普500(.SPX)周二下跌,医疗保健和科技股的下跌被能源和金融股的上涨所抵消,投资者权衡最新的美国经济数据是否有反弹和通胀上升的迹象。</blockquote></p><p>The S&P 500 financial sector(.SPSY)hit a record high, while expected growth in fuel demand boosted oil prices and helped lift the energy sector(.SPNY)3.9%, its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day gain in nearly four months. The heavyweight tech sector(.SPLRCT)fell while the healthcare sector(.SPXHC)was dragged down by a weak profit forecast from <a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a>(ABT.N).</p><p><blockquote>标普500金融板块(.SPSY)创历史新高,而燃料需求预期增长提振油价,并帮助提振能源板块(.SPNY)上涨3.9%,为最大<a href=\"https://laohu8.com/S/AONE\">一</a>-近四个月来的日涨幅。重量级科技板块(.SPLRCT)下跌,而医疗保健板块(.SPXHC)则受到来自<a href=\"https://laohu8.com/S/ABT\">雅培实验室</a>(N部)。</blockquote></p><p>Data showed U.S.manufacturing activity pickedup in May as pent-up demand in a reopening economy boosted orders. But unfinished work piled up because of shortages of raw materials and labor.</p><p><blockquote>数据显示,由于经济重新开放中被压抑的需求提振了订单,美国5月份制造业活动有所回升。但由于原材料和劳动力短缺,未完成的工作堆积起来。</blockquote></p><p>\"People came back from a holiday weekend convinced that the economy is recovering nicely and that any inflation that we might be seeing in labor and other costs is temporary,\" Peter Tuz, president of <a href=\"https://laohu8.com/S/CCF\">Chase</a> Investment Counsel in Charlottesville, Virginia.</p><p><blockquote>“人们从假期周末回来后确信经济正在良好复苏,我们可能在劳动力和其他成本方面看到的任何通胀都是暂时的,”<a href=\"https://laohu8.com/S/CCF\">追逐</a>弗吉尼亚州夏洛茨维尔的投资顾问。</blockquote></p><p>The Dow Jones Industrial Average(.DJI)rose 45.86 points, or 0.13%, to 34,575.31; the S&P 500(.SPX)lost 2.07 points, or 0.05%, at 4,202.04; and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)dropped 12.26 points, or 0.09%, to 13,736.48.</p><p><blockquote>道琼工业指数(.DJI)涨45.86点,或0.13%,报34,575.31;标普500(.SPX)下跌2.07点,或0.05%,报4,202.04点;和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>综合指数(.IXIC)下跌12.26点,或0.09%,至13,736.48点。</blockquote></p><p>Along with sharp gains for financials and energy, the small-cap Russell 2000(.RUT)rose 1.1% on Tuesday, underscoring strength for segments of the stock market expected to do particularly well in an expanding economy.</p><p><blockquote>随着金融和能源股的大幅上涨,小盘股罗素2000指数(.RUT)周二上涨1.1%,突显了预计在经济扩张中表现尤其出色的股市板块的强势。</blockquote></p><p>While the S&P 500 remains less than 1% of its record high after four straight months of gains, investors are worried about whether rising inflation could hit equity prices.</p><p><blockquote>尽管标普500在连续四个月上涨后仍不到历史高点的1%,但投资者担心通胀上升是否会打击股价。</blockquote></p><p>\"We have supply chain issues, delays, price increases, pricing pressures in general, we have got employers saying they have got difficulty sourcing labor,\" said Kristina Hooper, chief global market strategist at <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p><p><blockquote>首席全球市场策略师克里斯蒂娜·胡珀(Kristina Hooper)表示:“我们面临供应链问题、延误、价格上涨、总体定价压力,雇主表示他们很难找到劳动力。”<a href=\"https://laohu8.com/S/IVZ\">景顺</a>在<a href=\"https://laohu8.com/S/NWY\">纽约</a>.</blockquote></p><p>\"So this is a microcosm of what we are already hearing about and seeing in the overall economy and it's just a reminder that inflation remains a concern.\"</p><p><blockquote>“因此,这是我们在整体经济中已经听到和看到的情况的一个缩影,它只是提醒人们通货膨胀仍然是一个问题。”</blockquote></p><p>A Wall St. sign is seen near the <a href=\"https://laohu8.com/S/NYRT\">New York</a> Stock Exchange (NYSE) in <a href=\"https://laohu8.com/S/NGD\">New</a> York <a href=\"https://laohu8.com/S/CHCO\">City</a>, U.S., May 4, 2021. REUTERS/Brendan McDermid/File Photo</p><p><blockquote>附近可以看到华尔街的标志<a href=\"https://laohu8.com/S/NYRT\">纽约</a>纽约证券交易所<a href=\"https://laohu8.com/S/NGD\">新的</a>约克<a href=\"https://laohu8.com/S/CHCO\">城市</a>,美国,2021年5月4日。路透社/Brendan McDermid/资料照片</blockquote></p><p>Stock markets on Friday brushed off a surge inkey inflation readingsfor April following reassurances from Federal Reserve officials that the central bank’s ultra-loose monetary policy would remain in place.</p><p><blockquote>在美联储官员保证央行超宽松货币政策将继续实施后,周五股市没有出现四月份关键通胀数据的飙升。</blockquote></p><p>Minneapolis Federal Reserve Bank President Neel Kashkari and Fed Vice Chair for supervision Randal Quarles on Tuesday reiterated the view that higher prices would be transitory.</p><p><blockquote>明尼阿波利斯联邦储备银行行长尼尔·卡什卡利和美联储负责监管的副主席兰德尔·夸尔斯周二重申了价格上涨将是暂时的观点。</blockquote></p><p>This week's focus will be on a raft of economic data, culminating with U.S. payrolls due on Friday.</p><p><blockquote>本周的焦点将是大量经济数据,最终将于周五公布的美国就业数据。</blockquote></p><p>Abbott Labs shares fell 9.3% after the company cut itsfull-year 2021 profit forecast, citing expectations for a sharp decline in revenue from its COVID-19 tests as more Americans get vaccinated. Shares of other test makers also fell.</p><p><blockquote>雅培实验室(Abbott Labs)下调2021年全年利润预期,理由是随着越来越多的美国人接种疫苗,预计其COVID-19检测收入将大幅下降,该公司股价下跌9.3%。其他测试制造商的股价也下跌。</blockquote></p><p>Cloudera Inc(CLDR.N)shares jumped 23.9% after private equity firms KKR & Co(KKR.N)and Clayton Dubilier & Rice LLCagreed to take the data analytics firm private.</p><p><blockquote>Cloudera Inc(CLDR.N)在私募股权公司KKR&Co(KKR)之后,股价上涨23.9%。N)和Clayton Dubilier&Rice LLCA同意将这家数据分析公司私有化。</blockquote></p><p>A group of“meme stocks” extended gainsfrom the previous week, with shares of <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings Inc(AMC.N)up 22.7% after the movie theater chain said it sold $230 million of its stock.</p><p><blockquote>一批“模因股”延续了前一周的涨幅,其中<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>Holdings Inc(AMC.N)上涨22.7%,此前这家连锁电影院表示出售了价值2.3亿美元的股票。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 2.54-to-1 ratio; on <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>, a 1.79-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为2.54比1;在<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>1.79比1的比率有利于上涨者。</blockquote></p><p>The S&P 500 posted 73 new 52-week highs and no new lows; the Nasdaq Composite recorded 168 new highs and 25 new lows.</p><p><blockquote>标普500创下73个52周新高,无新低;纳斯达克综合指数录得168个新高和25个新低。</blockquote></p><p>About 10.7 billion shares changed hands in U.S. exchanges, compared with the 10.5 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有107亿股易手,而过去20个交易日的日均交易量为105亿股。</blockquote></p><p><b>Here are company's financial statements:</b></p><p><blockquote><b>以下是公司的财务报表:</b></blockquote></p><p><a href=\"https://laohu8.com/NW/1184181912\" target=\"_blank\"><b>Zoom reports blowout earnings but warns of a coming slowdown</b></a></p><p><blockquote><a href=\"https://laohu8.com/NW/1184181912\" target=\"_blank\"><b>Zoom报告盈利井喷,但警告即将放缓</b></a></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 dips, as healthcare weighs; Dow ends higher<blockquote>随着医疗保健的压力,标普500下跌;道指收高</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\">\nS&P 500 dips, as healthcare weighs; Dow ends higher<blockquote>随着医疗保健的压力,标普500下跌;道指收高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-06-02 07:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The S&P 500(.SPX)dipped on Tuesday, with declines in healthcare and tech shares countered by energy and financial gains, as investors weighed the latest U.S. economic data for signs of a rebound and rising inflation.</p><p><blockquote>标普500(.SPX)周二下跌,医疗保健和科技股的下跌被能源和金融股的上涨所抵消,投资者权衡最新的美国经济数据是否有反弹和通胀上升的迹象。</blockquote></p><p>The S&P 500 financial sector(.SPSY)hit a record high, while expected growth in fuel demand boosted oil prices and helped lift the energy sector(.SPNY)3.9%, its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day gain in nearly four months. The heavyweight tech sector(.SPLRCT)fell while the healthcare sector(.SPXHC)was dragged down by a weak profit forecast from <a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a>(ABT.N).</p><p><blockquote>标普500金融板块(.SPSY)创历史新高,而燃料需求预期增长提振油价,并帮助提振能源板块(.SPNY)上涨3.9%,为最大<a href=\"https://laohu8.com/S/AONE\">一</a>-近四个月来的日涨幅。重量级科技板块(.SPLRCT)下跌,而医疗保健板块(.SPXHC)则受到来自<a href=\"https://laohu8.com/S/ABT\">雅培实验室</a>(N部)。</blockquote></p><p>Data showed U.S.manufacturing activity pickedup in May as pent-up demand in a reopening economy boosted orders. But unfinished work piled up because of shortages of raw materials and labor.</p><p><blockquote>数据显示,由于经济重新开放中被压抑的需求提振了订单,美国5月份制造业活动有所回升。但由于原材料和劳动力短缺,未完成的工作堆积起来。</blockquote></p><p>\"People came back from a holiday weekend convinced that the economy is recovering nicely and that any inflation that we might be seeing in labor and other costs is temporary,\" Peter Tuz, president of <a href=\"https://laohu8.com/S/CCF\">Chase</a> Investment Counsel in Charlottesville, Virginia.</p><p><blockquote>“人们从假期周末回来后确信经济正在良好复苏,我们可能在劳动力和其他成本方面看到的任何通胀都是暂时的,”<a href=\"https://laohu8.com/S/CCF\">追逐</a>弗吉尼亚州夏洛茨维尔的投资顾问。</blockquote></p><p>The Dow Jones Industrial Average(.DJI)rose 45.86 points, or 0.13%, to 34,575.31; the S&P 500(.SPX)lost 2.07 points, or 0.05%, at 4,202.04; and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite(.IXIC)dropped 12.26 points, or 0.09%, to 13,736.48.</p><p><blockquote>道琼工业指数(.DJI)涨45.86点,或0.13%,报34,575.31;标普500(.SPX)下跌2.07点,或0.05%,报4,202.04点;和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>综合指数(.IXIC)下跌12.26点,或0.09%,至13,736.48点。</blockquote></p><p>Along with sharp gains for financials and energy, the small-cap Russell 2000(.RUT)rose 1.1% on Tuesday, underscoring strength for segments of the stock market expected to do particularly well in an expanding economy.</p><p><blockquote>随着金融和能源股的大幅上涨,小盘股罗素2000指数(.RUT)周二上涨1.1%,突显了预计在经济扩张中表现尤其出色的股市板块的强势。</blockquote></p><p>While the S&P 500 remains less than 1% of its record high after four straight months of gains, investors are worried about whether rising inflation could hit equity prices.</p><p><blockquote>尽管标普500在连续四个月上涨后仍不到历史高点的1%,但投资者担心通胀上升是否会打击股价。</blockquote></p><p>\"We have supply chain issues, delays, price increases, pricing pressures in general, we have got employers saying they have got difficulty sourcing labor,\" said Kristina Hooper, chief global market strategist at <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> in <a href=\"https://laohu8.com/S/NWY\">New York</a>.</p><p><blockquote>首席全球市场策略师克里斯蒂娜·胡珀(Kristina Hooper)表示:“我们面临供应链问题、延误、价格上涨、总体定价压力,雇主表示他们很难找到劳动力。”<a href=\"https://laohu8.com/S/IVZ\">景顺</a>在<a href=\"https://laohu8.com/S/NWY\">纽约</a>.</blockquote></p><p>\"So this is a microcosm of what we are already hearing about and seeing in the overall economy and it's just a reminder that inflation remains a concern.\"</p><p><blockquote>“因此,这是我们在整体经济中已经听到和看到的情况的一个缩影,它只是提醒人们通货膨胀仍然是一个问题。”</blockquote></p><p>A Wall St. sign is seen near the <a href=\"https://laohu8.com/S/NYRT\">New York</a> Stock Exchange (NYSE) in <a href=\"https://laohu8.com/S/NGD\">New</a> York <a href=\"https://laohu8.com/S/CHCO\">City</a>, U.S., May 4, 2021. REUTERS/Brendan McDermid/File Photo</p><p><blockquote>附近可以看到华尔街的标志<a href=\"https://laohu8.com/S/NYRT\">纽约</a>纽约证券交易所<a href=\"https://laohu8.com/S/NGD\">新的</a>约克<a href=\"https://laohu8.com/S/CHCO\">城市</a>,美国,2021年5月4日。路透社/Brendan McDermid/资料照片</blockquote></p><p>Stock markets on Friday brushed off a surge inkey inflation readingsfor April following reassurances from Federal Reserve officials that the central bank’s ultra-loose monetary policy would remain in place.</p><p><blockquote>在美联储官员保证央行超宽松货币政策将继续实施后,周五股市没有出现四月份关键通胀数据的飙升。</blockquote></p><p>Minneapolis Federal Reserve Bank President Neel Kashkari and Fed Vice Chair for supervision Randal Quarles on Tuesday reiterated the view that higher prices would be transitory.</p><p><blockquote>明尼阿波利斯联邦储备银行行长尼尔·卡什卡利和美联储负责监管的副主席兰德尔·夸尔斯周二重申了价格上涨将是暂时的观点。</blockquote></p><p>This week's focus will be on a raft of economic data, culminating with U.S. payrolls due on Friday.</p><p><blockquote>本周的焦点将是大量经济数据,最终将于周五公布的美国就业数据。</blockquote></p><p>Abbott Labs shares fell 9.3% after the company cut itsfull-year 2021 profit forecast, citing expectations for a sharp decline in revenue from its COVID-19 tests as more Americans get vaccinated. Shares of other test makers also fell.</p><p><blockquote>雅培实验室(Abbott Labs)下调2021年全年利润预期,理由是随着越来越多的美国人接种疫苗,预计其COVID-19检测收入将大幅下降,该公司股价下跌9.3%。其他测试制造商的股价也下跌。</blockquote></p><p>Cloudera Inc(CLDR.N)shares jumped 23.9% after private equity firms KKR & Co(KKR.N)and Clayton Dubilier & Rice LLCagreed to take the data analytics firm private.</p><p><blockquote>Cloudera Inc(CLDR.N)在私募股权公司KKR&Co(KKR)之后,股价上涨23.9%。N)和Clayton Dubilier&Rice LLCA同意将这家数据分析公司私有化。</blockquote></p><p>A group of“meme stocks” extended gainsfrom the previous week, with shares of <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings Inc(AMC.N)up 22.7% after the movie theater chain said it sold $230 million of its stock.</p><p><blockquote>一批“模因股”延续了前一周的涨幅,其中<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>Holdings Inc(AMC.N)上涨22.7%,此前这家连锁电影院表示出售了价值2.3亿美元的股票。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 2.54-to-1 ratio; on <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>, a 1.79-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为2.54比1;在<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>1.79比1的比率有利于上涨者。</blockquote></p><p>The S&P 500 posted 73 new 52-week highs and no new lows; the Nasdaq Composite recorded 168 new highs and 25 new lows.</p><p><blockquote>标普500创下73个52周新高,无新低;纳斯达克综合指数录得168个新高和25个新低。</blockquote></p><p>About 10.7 billion shares changed hands in U.S. exchanges, compared with the 10.5 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有107亿股易手,而过去20个交易日的日均交易量为105亿股。</blockquote></p><p><b>Here are company's financial statements:</b></p><p><blockquote><b>以下是公司的财务报表:</b></blockquote></p><p><a href=\"https://laohu8.com/NW/1184181912\" target=\"_blank\"><b>Zoom reports blowout earnings but warns of a coming slowdown</b></a></p><p><blockquote><a href=\"https://laohu8.com/NW/1184181912\" target=\"_blank\"><b>Zoom报告盈利井喷,但警告即将放缓</b></a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/business/sp-500-dips-healthcare-weighs-dow-ends-higher-2021-06-01/\">Reuters</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":{"161125":"标普500","513500":"标普500ETF","SH":"做空标普500-Proshares","SPXU":"三倍做空标普500ETF-ProShares",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500 ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","OEX":"标普100"},"source_url":"https://www.reuters.com/business/sp-500-dips-healthcare-weighs-dow-ends-higher-2021-06-01/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106176005","content_text":"The S&P 500(.SPX)dipped on Tuesday, with declines in healthcare and tech shares countered by energy and financial gains, as investors weighed the latest U.S. economic data for signs of a rebound and rising inflation.The S&P 500 financial sector(.SPSY)hit a record high, while expected growth in fuel demand boosted oil prices and helped lift the energy sector(.SPNY)3.9%, its biggest one-day gain in nearly four months. The heavyweight tech sector(.SPLRCT)fell while the healthcare sector(.SPXHC)was dragged down by a weak profit forecast from Abbott Laboratories(ABT.N).Data showed U.S.manufacturing activity pickedup in May as pent-up demand in a reopening economy boosted orders. But unfinished work piled up because of shortages of raw materials and labor.\"People came back from a holiday weekend convinced that the economy is recovering nicely and that any inflation that we might be seeing in labor and other costs is temporary,\" Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.The Dow Jones Industrial Average(.DJI)rose 45.86 points, or 0.13%, to 34,575.31; the S&P 500(.SPX)lost 2.07 points, or 0.05%, at 4,202.04; and the Nasdaq Composite(.IXIC)dropped 12.26 points, or 0.09%, to 13,736.48.Along with sharp gains for financials and energy, the small-cap Russell 2000(.RUT)rose 1.1% on Tuesday, underscoring strength for segments of the stock market expected to do particularly well in an expanding economy.While the S&P 500 remains less than 1% of its record high after four straight months of gains, investors are worried about whether rising inflation could hit equity prices.\"We have supply chain issues, delays, price increases, pricing pressures in general, we have got employers saying they have got difficulty sourcing labor,\" said Kristina Hooper, chief global market strategist at Invesco in New York.\"So this is a microcosm of what we are already hearing about and seeing in the overall economy and it's just a reminder that inflation remains a concern.\"A Wall St. sign is seen near the New York Stock Exchange (NYSE) in New York City, U.S., May 4, 2021. REUTERS/Brendan McDermid/File PhotoStock markets on Friday brushed off a surge inkey inflation readingsfor April following reassurances from Federal Reserve officials that the central bank’s ultra-loose monetary policy would remain in place.Minneapolis Federal Reserve Bank President Neel Kashkari and Fed Vice Chair for supervision Randal Quarles on Tuesday reiterated the view that higher prices would be transitory.This week's focus will be on a raft of economic data, culminating with U.S. payrolls due on Friday.Abbott Labs shares fell 9.3% after the company cut itsfull-year 2021 profit forecast, citing expectations for a sharp decline in revenue from its COVID-19 tests as more Americans get vaccinated. Shares of other test makers also fell.Cloudera Inc(CLDR.N)shares jumped 23.9% after private equity firms KKR & Co(KKR.N)and Clayton Dubilier & Rice LLCagreed to take the data analytics firm private.A group of“meme stocks” extended gainsfrom the previous week, with shares of AMC Entertainment Holdings Inc(AMC.N)up 22.7% after the movie theater chain said it sold $230 million of its stock.Advancing issues outnumbered decliners on the NYSE by a 2.54-to-1 ratio; on Nasdaq, a 1.79-to-1 ratio favored advancers.The S&P 500 posted 73 new 52-week highs and no new lows; the Nasdaq Composite recorded 168 new highs and 25 new lows.About 10.7 billion shares changed hands in U.S. exchanges, compared with the 10.5 billion daily average over the last 20 sessions.Here are company's financial statements:Zoom reports blowout earnings but warns of a coming slowdown","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"OEF":0.9,"OEX":0.9,"SH":0.9,"UPRO":0.9,"SPY":0.9,".IXIC":0.9,"ESmain":0.9,"SPXU":0.9,"IVV":0.9,"SDS":0.9,"SSO":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817594357,"gmtCreate":1630973747279,"gmtModify":1631887957594,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment back, thanks ","listText":"Please like and comment back, thanks ","text":"Please like and comment back, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/817594357","repostId":"1136345203","repostType":4,"repost":{"id":"1136345203","kind":"news","pubTimestamp":1630932942,"share":"https://www.laohu8.com/m/news/1136345203?lang=zh_CN&edition=full","pubTime":"2021-09-06 20:55","market":"us","language":"en","title":"Can The Bulls Defy The Odds Of September Weakness?<blockquote>多头能否顶住9月份疲软的可能性?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136345203","media":"zerohedge","summary":"While we had previously discussed that August tends to be one of the weaker months of the year, the ","content":"<p>While we had previously discussed that August tends to be one of the weaker months of the year, the bulls defined that weakness posting an almost 3% gain. However, as discussed in our <i><b>Daily Market Commentary</b></i> on Wednesday:</p><p><blockquote>虽然我们之前讨论过8月份往往是一年中最疲软的月份之一,但多头将这种疲软定义为近3%的涨幅。然而,正如我们在<i><b>每日市场评论</b></i>周三:</blockquote></p><p> <i>“August seasonality was a bust with the market advancing 2.6%. Will September seasonality prove to be more accurate?”</i> <img src=\"https://static.tigerbbs.com/c476595aaa36e3658acd7c6b2458a4f3\" tg-width=\"533\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p><p><blockquote><i>“8月份的季节性因素失败了,市场上涨了2.6%。9月份的季节性因素会更准确吗?”</i></blockquote></p><p> For now, the bullish bias remains strong as a barrage of weaker than expected economic data from GDP to manufacturing and employment give hope the Fed may forestall their <i>“tapering”</i> plans. But, as we will discuss in a moment, we think the bulls may be correct for a different reason.</p><p><blockquote>就目前而言,看涨倾向仍然强烈,因为从GDP到制造业和就业等一系列弱于预期的经济数据给美联储可能会阻止他们<i>“逐渐变细”</i>计划。但是,正如我们稍后将讨论的,我们认为多头可能出于不同的原因是正确的。</blockquote></p><p> However, in the meantime, the <i>“stairstep”</i> advance continues with fundamentally weak companies making substantial gains as speculation displaces investment in the market. <b>Thus, while prices remain elevated, money flows weaken, suggesting the next downturn is roughly one to two weeks away.</b>So far, those corrections remain limited to the 50-dma, which is approximately 3% lower than Friday’s close, but a 10% correction to the 200-dma remains a possibility.</p><p><blockquote>然而,与此同时,<i>“楼梯”</i>随着投机取代市场投资,基本面疲软的公司大幅上涨,上涨仍在继续。<b>因此,虽然价格仍然很高,但资金流动却减弱,这表明下一次低迷大约还有一到两周的时间。</b>到目前为止,这些修正仍仅限于50日均线,比周五收盘价低约3%,但仍有可能对200日均线进行10%的修正。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3d1ab015b2782edccd8f71c842786623\" tg-width=\"900\" tg-height=\"534\" width=\"100%\" height=\"auto\">While there seems to be little concern relative to the market’s advance over the last year, maybe that should be the concern given the sharpness of that advance. I will discuss the history of “market melt-ups” and their eventual outcomes in an upcoming article. However, what is essential to notice is the corresponding ramp in valuations as earnings fail<i>t</i>o keep up with bullish expectations.</p><p><blockquote>虽然人们对去年市场的上涨似乎没有什么担忧,但考虑到上涨的幅度,也许这应该是值得关注的。我将在即将发表的文章中讨论“市场融化”的历史及其最终结果。然而,需要注意的是,当盈利失败时,估值会相应上升<i>t</i>o跟上看涨预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32446c1ed4942c292051ab6f2646826f\" tg-width=\"836\" tg-height=\"460\" width=\"100%\" height=\"auto\"><b>Significantly, investors never realize they are in a </b><b><i>“melt-up”</i></b><b> until after it is over.</b></p><p><blockquote><b>值得注意的是,投资者从未意识到他们正处于</b><b><i>“融化”</i></b><b>直到它结束之后。</b></blockquote></p><p> <u><b>Breadth Remains Weak As Market Advances</b></u></p><p><blockquote><u><b>随着市场的发展,广度仍然疲软</b></u></blockquote></p><p> At the moment, the bullish trend continues, and we must respect that trend for now. However, there are clear signs the advance is beginning to narrow markedly, which has historically served as a warning to investors.</p><p><blockquote>目前,看涨趋势仍在继续,我们现在必须尊重这一趋势。然而,有明显迹象表明涨幅开始明显收窄,这在历史上一直是对投资者的警告。</blockquote></p><p> <i>” As shown in the chart below, although the S&P 500 traded at an all-time high as recently as last week, the cumulative advance/decline (A/D) line for the broader NYSE universe peaked on June 11 this year. The divergence between the two looks similar to early-September last year—the point at which it was mostly the “big 5” stocks within the S&P 500 (the “generals”) that had powered the S&P 500 to its September 2, 2020 high.” – Charles Schwab</i> <img src=\"https://static.tigerbbs.com/3bec2406de602b799eed4c8cda45840c\" tg-width=\"713\" tg-height=\"280\" width=\"100%\" height=\"auto\"><i>“The percentage of S&P 500 stocks trading above their 50-day moving averages peaked in April, troughed in June, improved until recently, but has come under pressure again. The same can’t be said for the NASDAQ and Russell 2000, which both peaked in early February, since which time they’ve generally been descending.”</i></p><p><blockquote><i>“如下图所示,尽管标普500上周的交易价格创下历史新高,但更广泛的纽约证券交易所宇宙的累计上涨/下跌(A/D)线在今年6月11日达到顶峰。两者之间的背离看起来与去年9月初相似——当时主要是标普500内的“五大”股票(“将军”)推动标普500上涨至9月2日。2020年高点。”-查尔斯·施瓦布</i><i>“标普500股市交易价格高于50日移动平均线的比例在4月份达到峰值,在6月份达到低谷,直到最近才有所改善,但再次面临压力。纳斯达克和罗素2000指数就不一样了,它们都在2月初达到峰值,从那时起它们普遍在下降。”</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/80c475204276754086f148219d6f0947\" tg-width=\"688\" tg-height=\"284\" width=\"100%\" height=\"auto\"><i>“Relative to their 200-day moving averages (DMA), all three indexes have been generally trending lower since April, as shown in the second chart below.” – Charles Schwab</i></p><p><blockquote><i>“相对于200日移动平均线(DMA),自4月份以来,这三个指数普遍呈走低趋势,如下图第二张图所示。”-查尔斯·施瓦布</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e880f82c99840963c1b4fb2f95b915ec\" tg-width=\"713\" tg-height=\"299\" width=\"100%\" height=\"auto\">Of course, as we repeat each week, while we are pointing out the warning signs, such does not mean selling everything and going to cash. However, it does serve as a visible warning to adjust your risk exposures accordingly and prepare for a potentially bumpy ride.</p><p><blockquote>当然,正如我们每周重复的那样,当我们指出警告信号时,这并不意味着卖掉所有东西并变现。然而,它确实是一个明显的警告,可以相应地调整您的风险敞口,并为潜在的颠簸之旅做好准备。</blockquote></p><p> <i>“Just because you put on a seatbelt when the plane is landing, doesn’t mean you are going to crash. But is a logic precaution just in case.”</i> <b>Can The Fed Really Taper?</b></p><p><blockquote><i>“仅仅因为你在飞机降落时系上了安全带,并不意味着你会坠毁。但这是一种合乎逻辑的预防措施,以防万一。”</i><b>美联储真的能缩减吗?</b></blockquote></p><p> We have noted the rising number of Fed speakers discussing the need to begin <i>“tapering”</i> the Fed’s balance sheet purchases in recent weeks. With employment returning well into what is historically considered “full employment,” surge in job openings, and rising inflation, the need to taper is evident. As noted <b><i>in our daily market commentary:</i></b></p><p><blockquote>我们注意到越来越多的美联储发言人讨论需要开始<i>“逐渐变细”</i>美联储最近几周的资产负债表购买。随着就业恢复到历史上被认为的“充分就业”、职位空缺激增以及通胀上升,缩减规模的必要性显而易见。如前所述<b><i>在我们的每日市场评论中:</i></b></blockquote></p><p></p><p> <i>“PCE, met expectations rising 0.4% in July. The level was 0.1% below the June reading. </i> <i><b>The year-over-year rate is 4.2%, which is more than double the Fed’s 2% inflation target.</b></i> <i> Importantly </i> <i><b>it suggests the Fed should be moving to tighten monetary policy.</b></i> <i>However, the trimmed-mean PCE was inline at 2% giving the Fed some “wiggle-room” for now, but likely not for long.</i>“ <img src=\"https://static.tigerbbs.com/f8bb27150d54a104d64668f5f4306208\" tg-width=\"829\" tg-height=\"514\" width=\"100%\" height=\"auto\">While the Fed may have some wiggle room short-term, the trimmed-mean PCE will catch up with PCE over the next month.</p><p><blockquote><i>“7月份PCE增长0.4%,符合预期。该水平比6月份低0.1%。</i><i><b>同比利率为4.2%,是美联储2%通胀目标的两倍多。</b></i><i>重要地</i><i><b>这表明美联储应该采取行动收紧货币政策。</b></i><i>然而,削减后的平均PCE仍为2%,这给了美联储一些“回旋余地”,但可能不会持续太久。</i>“虽然美联储短期内可能有一些回旋余地,但下调后的平均PCE将在下个月赶上PCE。</blockquote></p><p> The point is that the Fed is now getting pushed into needing to tighten monetary policy to quell inflationary pressures. However, a rising risk suggests they may be <i>“trapped</i>” in continuing their bond purchases and risking both an inflationary surge and creating market instability.</p><p><blockquote>关键是,美联储现在被迫需要收紧货币政策以平息通胀压力。然而,不断上升的风险表明他们可能<i>“被困”</i>“继续购买债券,冒着通胀飙升和造成市场不稳定的风险。</blockquote></p><p> That risk is the <i>“deficit.”</i></p><p><blockquote>这种风险是<i>“赤字。”</i></blockquote></p><p> <b>Who Is Going To Fund The Deficit</b></p><p><blockquote><b>谁将为赤字提供资金</b></blockquote></p><p> As discussed recently, the current mandatory spending of the Government consumes more than 100% of existing tax revenues. Therefore, all discretionary spending plus additional programs such as <i>“infrastructure”</i> and <i>“human infrastructure”</i>comes from debt issuance.</p><p><blockquote>正如最近所讨论的,政府目前的强制性支出消耗了现有税收的100%以上。因此,所有可自由支配的支出加上额外的计划,如<i>“基础设施”</i>和<i>“人力基础设施”</i>来自发债。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f74a7c9f8392d4c3c6d366934b42511\" tg-width=\"768\" tg-height=\"688\" width=\"100%\" height=\"auto\">As shown, the 2021 budget will push the current deficit towards $4-Trillion requiring the Federal Reserve to monetize at least<b><i> $1 Trillion of that issuance per our previous analysis.</i></b></p><p><blockquote>如图所示,2021年预算将把当前赤字推向4万亿美元,要求美联储至少货币化<b><i>根据我们之前的分析,发行量为1万亿美元。</i></b></blockquote></p><p> <i>The scale and scope of government spending expansion in the last year are unprecedented. Because Uncle Sam doesn’t have the money, lots of it went on the government’s credit card. The deficit and debt skyrocketed. But this is only the beginning. </i> <i><b>The Biden administration recently proposed a $6 trillion budget for fiscal 2022, two-thirds of which would be borrowed.” –</b></i> <i>Reason</i> <i>The CBO (Congressional Budget Office) recently produced its long-term debt projection through 2050, ensuring poor economic returns. I reconstructed a chart from Deutsche Bank showing the US Federal Debt and Federal Reserve balance sheet. The chart uses the CBO projections through 2050.</i> <img src=\"https://static.tigerbbs.com/771627893f89b51b37543e28698ed961\" tg-width=\"990\" tg-height=\"637\" width=\"100%\" height=\"auto\"><b>The federal debt load will climb from $28 trillion to roughly $140 trillion at the current growth rate by 2050.</b></p><p><blockquote><i>去年政府支出扩张的规模和范围是前所未有的。因为山姆大叔没有钱,很多钱都用在了政府的信用卡上。赤字和债务飙升。但这仅仅是个开始。</i><i><b>拜登政府最近提出了6万亿美元的2022财年预算,其中三分之二将通过借贷。”–</b></i><i>理由</i><i>国会预算办公室(CBO)最近发布了到2050年的长期债务预测,确保了糟糕的经济回报。我重建了德意志银行的一张图表,显示了美国联邦债务和美联储的资产负债表。该图表使用了CBO对2050年的预测。</i><b>按照目前的增长率,到2050年,联邦债务负担将从28万亿美元攀升至约140万亿美元。</b></blockquote></p><p> The problem, of course, is that the Fed must continue monetizing 30% of debt issuance to keep interest rates from surging and wrecking the economy.</p><p><blockquote>当然,问题在于美联储必须继续将30%的债务发行货币化,以防止利率飙升并破坏经济。</blockquote></p><p> Let than sink in for a minute.</p><p><blockquote>让than沉浸一分钟。</blockquote></p><p> If that is indeed the case, the Fed will not be able to <i>“taper”</i> their balance sheet purchases unless they are willing to risk a surge in interest rates, a collapse in economic growth, and a deflationary spiral.</p><p><blockquote>如果情况确实如此,美联储将无法<i>“taper”</i>除非他们愿意冒利率飙升、经济增长崩溃和通货紧缩螺旋的风险,否则他们不会购买资产负债表。</blockquote></p><p> As Expected Q3-<b>GDP Gets Slashed</b></p><p><blockquote>正如预期的第三季度-<b>GDP大幅削减</b></blockquote></p><p> Since the beginning of this year, we have penned several articles stating that economic growth would ultimately disappoint when fueled by an artificial stimulus. Specifically, we noted that <i>“bonds were sending an economic warning.”</i> To wit:</p><p><blockquote>自今年年初以来,我们已经写了几篇文章,指出在人为刺激的推动下,经济增长最终会令人失望。具体而言,我们注意到<i>“债券发出了经济警告。”</i>即:</blockquote></p><p> <i>“</i> <i><b>As shown, the correlation between rates and the economic composite suggests that current expectations of sustained economic expansion and rising inflation are overly optimistic.</b></i> <i> At current rates, economic growth will likely very quickly rturn to sub-2% growth by 2022.”</i> <img src=\"https://static.tigerbbs.com/90ec177d9bfda4dab5c1a89f29d93556\" tg-width=\"853\" tg-height=\"549\" width=\"100%\" height=\"auto\">The <i><b>disappointment of economic growth</b></i> is also a function of the surging debt and deficit levels, which, as noted above, will have to be entirely funded by the Federal Reserve.</p><p><blockquote><i>“</i><i><b>如图所示,利率与经济综合指数之间的相关性表明,目前对经济持续扩张和通胀上升的预期过于乐观。</b></i><i>按照目前的速度,到2022年经济增长可能会很快恢复到2%以下。”</i>The<i><b>经济增长令人失望</b></i>也是债务和赤字水平飙升的函数,如上所述,债务和赤字水平必须完全由美联储提供资金。</blockquote></p><p> On Thursday, both the Atlanta Fed and Morgan Stanley slashed their estimates for Q3 growth as economic data continues to disappoint.</p><p><blockquote>周四,由于经济数据继续令人失望,亚特兰大联储和摩根士丹利均大幅下调了对第三季度增长的预期。</blockquote></p><p> <i>“The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2021 is </i> <i><b>3.7</b></i> <i> </i> <i><b>percent</b></i> <i>on September 2, </i> <i><b>down from 5.3 percent on September 1</b></i> <i>.” – Atlanta Fed</i> <img src=\"https://static.tigerbbs.com/c4c362937b721d02c854d792606d0166\" tg-width=\"670\" tg-height=\"366\" width=\"100%\" height=\"auto\">Notably, there were significant downward revisions to consumption and investment, declining from 2.6% and 23.4% to 1.9% and 19.3%, respectively. However, as we noted previously, such is not surprising as “stimulus” leaves the system, and the economic drivers return to normalcy.</p><p><blockquote><i>“GDPNow模型对2021年第三季本地生产总值实质增长(经季节性调整的年率)的估计为</i><i><b>3.7</b></i><i> </i><i><b>百分比</b></i><i>9月2日,</i><i><b>低于9月1日的5.3%</b></i><i>.”——亚特兰大联储</i>值得注意的是,消费和投资大幅下调,分别从2.6%和23.4%降至1.9%和19.3%。然而,正如我们之前指出的,随着“刺激”离开系统,经济驱动力恢复正常,这并不奇怪。</blockquote></p><p> <b>Morgan and Goldman As Well</b></p><p><blockquote><b>摩根和高盛也是</b></blockquote></p><p></p><p> As stated, Morgan Stanely also slashed their estimates:</p><p><blockquote>如前所述,摩根士丹利还大幅下调了预期:</blockquote></p><p> <i>“</i> <i><b>We are revising down 3Q GDP tracking to 2.9% from 6.5%, previously</b></i> <i>. Our forecast for 4Q GDP remains at 6.7%. The revision to 3Q implies full year 4Q/4Q GDP at 5.6% (5.7%Y) this year – 1.4pp lower than the Fed’s forecast of 7.0% in its June Summary of Economic Projections (SEP), and 0.7pp below Bloomberg consensus of economists at 6.3%.</i> <i><b>An examination of the data reveals that the slowdown is not broad-based and primarily reflects payback from stimulus spending as well as continued supply chain bottlenecks.</b></i> <i> The swing factor is largest in spending on big-ticket durable goods that benefited most from stimulus checks and are affected most by lack of inventory and price increases due to supply shortages, for example motor vehicles.”</i> <img src=\"https://static.tigerbbs.com/75e5c5eb2840814e2972c92ab0ef9bf3\" tg-width=\"826\" tg-height=\"487\" width=\"100%\" height=\"auto\">As we discussed previously, these two downgrades were playing catchup to our previous analysis and Goldman’s downgrade two weeks ago. To wit:</p><p><blockquote><i>“</i><i><b>我们将第三季度GDP跟踪从之前的6.5%下调至2.9%</b></i><i>.我们对第四季度GDP的预测维持在6.7%。对第三季度的修正意味着今年全年第四季度/第四季度GDP为5.6%(同比增长5.7%),比美联储在6月份经济预测摘要(SEP)中预测的7.0%低1.4个百分点,比彭博社一致预期低0.7个百分点。经济学家为6.3%。</i><i><b>对数据的检查显示,经济放缓并不广泛,主要反映了刺激支出的回报以及持续的供应链瓶颈。</b></i><i>波动因素最大的是大件耐用品的支出,这些商品从刺激检查中受益最多,但受库存不足和供应短缺导致的价格上涨的影响最大,例如机动车辆。”</i>正如我们之前讨论的,这两次降级是在追赶我们之前的分析和高盛两周前的降级。即:</blockquote></p><p> <i><b>“We have lowered our Q3 GDP forecast to +5.5%, reflecting hits to both consumer spending and production.</b></i> <i>Spending on dining, travel, and some other services is likely to decline in August, though we expect the drop to be modest and brief. Production is still suffering from supply chain disruptions, especially in the auto industry, and this is likely to mean less inventory rebuild in Q3.”</i> – <i> Goldman Sachs</i> Investors should not overlook the importance of these downgrades.</p><p><blockquote><i><b>“我们已将第三季度GDP预测下调至+5.5%,反映出消费者支出和生产受到的打击。</b></i><i>八月份餐饮、旅游和其他一些服务支出可能会下降,尽管我们预计下降幅度不大且短暂。生产仍然受到供应链中断的影响,尤其是在汽车行业,这可能意味着第三季度库存重建减少。”</i> –<i>高盛</i>投资者不应忽视这些降级的重要性。</blockquote></p><p> <b>Earnings Estimates At Risk</b></p><p><blockquote><b>盈利预测面临风险</b></blockquote></p><p> In our post on<i><b>“Peak Economic And Earnings Growth,</b></i>” we stated that corporate earnings and profits ultimately get derived from economic activity (personal consumption and business investment). Therefore, it is unlikely the currently lofty expectations will get met.</p><p><blockquote>在我们的帖子中<i><b>“经济和盈利增长见顶,</b></i>“我们表示,企业盈利和利润最终来自经济活动(个人消费和商业投资)。因此,目前的高期望不太可能得到满足。</blockquote></p><p> The problem for investors currently is that analysts’ assumptions are always high, and markets are trading at more extreme valuations, which leaves little room for disappointment. For example, using analyst’s price target assumptions of 4700 for 2020 and current earnings expectations, the S&P is trading 2.6x earnings growth.</p><p><blockquote>投资者目前面临的问题是,分析师的假设总是很高,而市场的估值更极端,这几乎没有失望的空间。例如,使用分析师对2020年4700点的目标价假设和当前的盈利预期,标准普尔指数的盈利增长率为2.6倍。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c3e58e6641c42d1879c094ce45b2f337\" tg-width=\"896\" tg-height=\"647\" width=\"100%\" height=\"auto\">Such puts the current P/E at 25.6x earnings in 2020, which is still expensive by historical measures.</p><p><blockquote>这使得目前的市盈率为2020年市盈率的25.6倍,从历史标准来看,这仍然很昂贵。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d4abafc44c03ff687ce87c361a1f1357\" tg-width=\"886\" tg-height=\"637\" width=\"100%\" height=\"auto\">That also puts the S&P 500 grossly above its linear trend line as earnings growth begins to revert.</p><p><blockquote>随着盈利增长开始恢复,这也使标普500大幅高于线性趋势线。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ec0a0666e57f65c24037d219876028e2\" tg-width=\"988\" tg-height=\"534\" width=\"100%\" height=\"auto\">Through the end of this year, companies will guide down earnings estimates for a variety of reasons:</p><p><blockquote>到今年年底,公司将出于多种原因下调盈利预期:</blockquote></p><p> <ul> <li><i>Economic growth won’t be as robust as anticipated.</i></p><p><blockquote><ul><li><i>经济增长不会像预期的那样强劲。</i></li></ul></blockquote></p><p></li> <li><i>Potentially higher corporate tax rates could reduce earnings.</i></p><p><blockquote><li><i>潜在的更高的公司税率可能会减少收益。</i></li></blockquote></p><p></li> <li><i>The increased input costs due to the stimulus can’t get passed on to consumers.</i></p><p><blockquote><li><i>由于刺激而增加的投入成本不能转嫁给消费者。</i></li></blockquote></p><p></li> <li><i>Higher interest rates increasing borrowing costs which impact earnings.</i></p><p><blockquote><li><i>利率上升会增加借贷成本,从而影响收益。</i></li></blockquote></p><p></li> <li><i>A weaker consumer than currently expected due to reduced employment and weaker wages.</i></p><p><blockquote><li><i>由于就业减少和工资下降,消费者弱于目前预期。</i></li></blockquote></p><p></li> <li><i>Global demand weakens due to a stronger dollar impacting exports.</i></p><p><blockquote><li><i>由于美元走强影响出口,全球需求减弱。</i></li></blockquote></p><p></li> </ul> <b>Such will leave investors once again</b><b><i> “overpaying”</i></b><b> for earnings growth that fails to materialize.</b></p><p><blockquote><b>这将再次让投资者</b><b><i>“多付”</i></b><b>对于未能实现的盈利增长。</b></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan The Bulls Defy The Odds Of September Weakness?<blockquote>多头能否顶住9月份疲软的可能性?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-06 20:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While we had previously discussed that August tends to be one of the weaker months of the year, the bulls defined that weakness posting an almost 3% gain. However, as discussed in our <i><b>Daily Market Commentary</b></i> on Wednesday:</p><p><blockquote>虽然我们之前讨论过8月份往往是一年中最疲软的月份之一,但多头将这种疲软定义为近3%的涨幅。然而,正如我们在<i><b>每日市场评论</b></i>周三:</blockquote></p><p> <i>“August seasonality was a bust with the market advancing 2.6%. Will September seasonality prove to be more accurate?”</i> <img src=\"https://static.tigerbbs.com/c476595aaa36e3658acd7c6b2458a4f3\" tg-width=\"533\" tg-height=\"371\" width=\"100%\" height=\"auto\"></p><p><blockquote><i>“8月份的季节性因素失败了,市场上涨了2.6%。9月份的季节性因素会更准确吗?”</i></blockquote></p><p> For now, the bullish bias remains strong as a barrage of weaker than expected economic data from GDP to manufacturing and employment give hope the Fed may forestall their <i>“tapering”</i> plans. But, as we will discuss in a moment, we think the bulls may be correct for a different reason.</p><p><blockquote>就目前而言,看涨倾向仍然强烈,因为从GDP到制造业和就业等一系列弱于预期的经济数据给美联储可能会阻止他们<i>“逐渐变细”</i>计划。但是,正如我们稍后将讨论的,我们认为多头可能出于不同的原因是正确的。</blockquote></p><p> However, in the meantime, the <i>“stairstep”</i> advance continues with fundamentally weak companies making substantial gains as speculation displaces investment in the market. <b>Thus, while prices remain elevated, money flows weaken, suggesting the next downturn is roughly one to two weeks away.</b>So far, those corrections remain limited to the 50-dma, which is approximately 3% lower than Friday’s close, but a 10% correction to the 200-dma remains a possibility.</p><p><blockquote>然而,与此同时,<i>“楼梯”</i>随着投机取代市场投资,基本面疲软的公司大幅上涨,上涨仍在继续。<b>因此,虽然价格仍然很高,但资金流动却减弱,这表明下一次低迷大约还有一到两周的时间。</b>到目前为止,这些修正仍仅限于50日均线,比周五收盘价低约3%,但仍有可能对200日均线进行10%的修正。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3d1ab015b2782edccd8f71c842786623\" tg-width=\"900\" tg-height=\"534\" width=\"100%\" height=\"auto\">While there seems to be little concern relative to the market’s advance over the last year, maybe that should be the concern given the sharpness of that advance. I will discuss the history of “market melt-ups” and their eventual outcomes in an upcoming article. However, what is essential to notice is the corresponding ramp in valuations as earnings fail<i>t</i>o keep up with bullish expectations.</p><p><blockquote>虽然人们对去年市场的上涨似乎没有什么担忧,但考虑到上涨的幅度,也许这应该是值得关注的。我将在即将发表的文章中讨论“市场融化”的历史及其最终结果。然而,需要注意的是,当盈利失败时,估值会相应上升<i>t</i>o跟上看涨预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32446c1ed4942c292051ab6f2646826f\" tg-width=\"836\" tg-height=\"460\" width=\"100%\" height=\"auto\"><b>Significantly, investors never realize they are in a </b><b><i>“melt-up”</i></b><b> until after it is over.</b></p><p><blockquote><b>值得注意的是,投资者从未意识到他们正处于</b><b><i>“融化”</i></b><b>直到它结束之后。</b></blockquote></p><p> <u><b>Breadth Remains Weak As Market Advances</b></u></p><p><blockquote><u><b>随着市场的发展,广度仍然疲软</b></u></blockquote></p><p> At the moment, the bullish trend continues, and we must respect that trend for now. However, there are clear signs the advance is beginning to narrow markedly, which has historically served as a warning to investors.</p><p><blockquote>目前,看涨趋势仍在继续,我们现在必须尊重这一趋势。然而,有明显迹象表明涨幅开始明显收窄,这在历史上一直是对投资者的警告。</blockquote></p><p> <i>” As shown in the chart below, although the S&P 500 traded at an all-time high as recently as last week, the cumulative advance/decline (A/D) line for the broader NYSE universe peaked on June 11 this year. The divergence between the two looks similar to early-September last year—the point at which it was mostly the “big 5” stocks within the S&P 500 (the “generals”) that had powered the S&P 500 to its September 2, 2020 high.” – Charles Schwab</i> <img src=\"https://static.tigerbbs.com/3bec2406de602b799eed4c8cda45840c\" tg-width=\"713\" tg-height=\"280\" width=\"100%\" height=\"auto\"><i>“The percentage of S&P 500 stocks trading above their 50-day moving averages peaked in April, troughed in June, improved until recently, but has come under pressure again. The same can’t be said for the NASDAQ and Russell 2000, which both peaked in early February, since which time they’ve generally been descending.”</i></p><p><blockquote><i>“如下图所示,尽管标普500上周的交易价格创下历史新高,但更广泛的纽约证券交易所宇宙的累计上涨/下跌(A/D)线在今年6月11日达到顶峰。两者之间的背离看起来与去年9月初相似——当时主要是标普500内的“五大”股票(“将军”)推动标普500上涨至9月2日。2020年高点。”-查尔斯·施瓦布</i><i>“标普500股市交易价格高于50日移动平均线的比例在4月份达到峰值,在6月份达到低谷,直到最近才有所改善,但再次面临压力。纳斯达克和罗素2000指数就不一样了,它们都在2月初达到峰值,从那时起它们普遍在下降。”</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/80c475204276754086f148219d6f0947\" tg-width=\"688\" tg-height=\"284\" width=\"100%\" height=\"auto\"><i>“Relative to their 200-day moving averages (DMA), all three indexes have been generally trending lower since April, as shown in the second chart below.” – Charles Schwab</i></p><p><blockquote><i>“相对于200日移动平均线(DMA),自4月份以来,这三个指数普遍呈走低趋势,如下图第二张图所示。”-查尔斯·施瓦布</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e880f82c99840963c1b4fb2f95b915ec\" tg-width=\"713\" tg-height=\"299\" width=\"100%\" height=\"auto\">Of course, as we repeat each week, while we are pointing out the warning signs, such does not mean selling everything and going to cash. However, it does serve as a visible warning to adjust your risk exposures accordingly and prepare for a potentially bumpy ride.</p><p><blockquote>当然,正如我们每周重复的那样,当我们指出警告信号时,这并不意味着卖掉所有东西并变现。然而,它确实是一个明显的警告,可以相应地调整您的风险敞口,并为潜在的颠簸之旅做好准备。</blockquote></p><p> <i>“Just because you put on a seatbelt when the plane is landing, doesn’t mean you are going to crash. But is a logic precaution just in case.”</i> <b>Can The Fed Really Taper?</b></p><p><blockquote><i>“仅仅因为你在飞机降落时系上了安全带,并不意味着你会坠毁。但这是一种合乎逻辑的预防措施,以防万一。”</i><b>美联储真的能缩减吗?</b></blockquote></p><p> We have noted the rising number of Fed speakers discussing the need to begin <i>“tapering”</i> the Fed’s balance sheet purchases in recent weeks. With employment returning well into what is historically considered “full employment,” surge in job openings, and rising inflation, the need to taper is evident. As noted <b><i>in our daily market commentary:</i></b></p><p><blockquote>我们注意到越来越多的美联储发言人讨论需要开始<i>“逐渐变细”</i>美联储最近几周的资产负债表购买。随着就业恢复到历史上被认为的“充分就业”、职位空缺激增以及通胀上升,缩减规模的必要性显而易见。如前所述<b><i>在我们的每日市场评论中:</i></b></blockquote></p><p></p><p> <i>“PCE, met expectations rising 0.4% in July. The level was 0.1% below the June reading. </i> <i><b>The year-over-year rate is 4.2%, which is more than double the Fed’s 2% inflation target.</b></i> <i> Importantly </i> <i><b>it suggests the Fed should be moving to tighten monetary policy.</b></i> <i>However, the trimmed-mean PCE was inline at 2% giving the Fed some “wiggle-room” for now, but likely not for long.</i>“ <img src=\"https://static.tigerbbs.com/f8bb27150d54a104d64668f5f4306208\" tg-width=\"829\" tg-height=\"514\" width=\"100%\" height=\"auto\">While the Fed may have some wiggle room short-term, the trimmed-mean PCE will catch up with PCE over the next month.</p><p><blockquote><i>“7月份PCE增长0.4%,符合预期。该水平比6月份低0.1%。</i><i><b>同比利率为4.2%,是美联储2%通胀目标的两倍多。</b></i><i>重要地</i><i><b>这表明美联储应该采取行动收紧货币政策。</b></i><i>然而,削减后的平均PCE仍为2%,这给了美联储一些“回旋余地”,但可能不会持续太久。</i>“虽然美联储短期内可能有一些回旋余地,但下调后的平均PCE将在下个月赶上PCE。</blockquote></p><p> The point is that the Fed is now getting pushed into needing to tighten monetary policy to quell inflationary pressures. However, a rising risk suggests they may be <i>“trapped</i>” in continuing their bond purchases and risking both an inflationary surge and creating market instability.</p><p><blockquote>关键是,美联储现在被迫需要收紧货币政策以平息通胀压力。然而,不断上升的风险表明他们可能<i>“被困”</i>“继续购买债券,冒着通胀飙升和造成市场不稳定的风险。</blockquote></p><p> That risk is the <i>“deficit.”</i></p><p><blockquote>这种风险是<i>“赤字。”</i></blockquote></p><p> <b>Who Is Going To Fund The Deficit</b></p><p><blockquote><b>谁将为赤字提供资金</b></blockquote></p><p> As discussed recently, the current mandatory spending of the Government consumes more than 100% of existing tax revenues. Therefore, all discretionary spending plus additional programs such as <i>“infrastructure”</i> and <i>“human infrastructure”</i>comes from debt issuance.</p><p><blockquote>正如最近所讨论的,政府目前的强制性支出消耗了现有税收的100%以上。因此,所有可自由支配的支出加上额外的计划,如<i>“基础设施”</i>和<i>“人力基础设施”</i>来自发债。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f74a7c9f8392d4c3c6d366934b42511\" tg-width=\"768\" tg-height=\"688\" width=\"100%\" height=\"auto\">As shown, the 2021 budget will push the current deficit towards $4-Trillion requiring the Federal Reserve to monetize at least<b><i> $1 Trillion of that issuance per our previous analysis.</i></b></p><p><blockquote>如图所示,2021年预算将把当前赤字推向4万亿美元,要求美联储至少货币化<b><i>根据我们之前的分析,发行量为1万亿美元。</i></b></blockquote></p><p> <i>The scale and scope of government spending expansion in the last year are unprecedented. Because Uncle Sam doesn’t have the money, lots of it went on the government’s credit card. The deficit and debt skyrocketed. But this is only the beginning. </i> <i><b>The Biden administration recently proposed a $6 trillion budget for fiscal 2022, two-thirds of which would be borrowed.” –</b></i> <i>Reason</i> <i>The CBO (Congressional Budget Office) recently produced its long-term debt projection through 2050, ensuring poor economic returns. I reconstructed a chart from Deutsche Bank showing the US Federal Debt and Federal Reserve balance sheet. The chart uses the CBO projections through 2050.</i> <img src=\"https://static.tigerbbs.com/771627893f89b51b37543e28698ed961\" tg-width=\"990\" tg-height=\"637\" width=\"100%\" height=\"auto\"><b>The federal debt load will climb from $28 trillion to roughly $140 trillion at the current growth rate by 2050.</b></p><p><blockquote><i>去年政府支出扩张的规模和范围是前所未有的。因为山姆大叔没有钱,很多钱都用在了政府的信用卡上。赤字和债务飙升。但这仅仅是个开始。</i><i><b>拜登政府最近提出了6万亿美元的2022财年预算,其中三分之二将通过借贷。”–</b></i><i>理由</i><i>国会预算办公室(CBO)最近发布了到2050年的长期债务预测,确保了糟糕的经济回报。我重建了德意志银行的一张图表,显示了美国联邦债务和美联储的资产负债表。该图表使用了CBO对2050年的预测。</i><b>按照目前的增长率,到2050年,联邦债务负担将从28万亿美元攀升至约140万亿美元。</b></blockquote></p><p> The problem, of course, is that the Fed must continue monetizing 30% of debt issuance to keep interest rates from surging and wrecking the economy.</p><p><blockquote>当然,问题在于美联储必须继续将30%的债务发行货币化,以防止利率飙升并破坏经济。</blockquote></p><p> Let than sink in for a minute.</p><p><blockquote>让than沉浸一分钟。</blockquote></p><p> If that is indeed the case, the Fed will not be able to <i>“taper”</i> their balance sheet purchases unless they are willing to risk a surge in interest rates, a collapse in economic growth, and a deflationary spiral.</p><p><blockquote>如果情况确实如此,美联储将无法<i>“taper”</i>除非他们愿意冒利率飙升、经济增长崩溃和通货紧缩螺旋的风险,否则他们不会购买资产负债表。</blockquote></p><p> As Expected Q3-<b>GDP Gets Slashed</b></p><p><blockquote>正如预期的第三季度-<b>GDP大幅削减</b></blockquote></p><p> Since the beginning of this year, we have penned several articles stating that economic growth would ultimately disappoint when fueled by an artificial stimulus. Specifically, we noted that <i>“bonds were sending an economic warning.”</i> To wit:</p><p><blockquote>自今年年初以来,我们已经写了几篇文章,指出在人为刺激的推动下,经济增长最终会令人失望。具体而言,我们注意到<i>“债券发出了经济警告。”</i>即:</blockquote></p><p> <i>“</i> <i><b>As shown, the correlation between rates and the economic composite suggests that current expectations of sustained economic expansion and rising inflation are overly optimistic.</b></i> <i> At current rates, economic growth will likely very quickly rturn to sub-2% growth by 2022.”</i> <img src=\"https://static.tigerbbs.com/90ec177d9bfda4dab5c1a89f29d93556\" tg-width=\"853\" tg-height=\"549\" width=\"100%\" height=\"auto\">The <i><b>disappointment of economic growth</b></i> is also a function of the surging debt and deficit levels, which, as noted above, will have to be entirely funded by the Federal Reserve.</p><p><blockquote><i>“</i><i><b>如图所示,利率与经济综合指数之间的相关性表明,目前对经济持续扩张和通胀上升的预期过于乐观。</b></i><i>按照目前的速度,到2022年经济增长可能会很快恢复到2%以下。”</i>The<i><b>经济增长令人失望</b></i>也是债务和赤字水平飙升的函数,如上所述,债务和赤字水平必须完全由美联储提供资金。</blockquote></p><p> On Thursday, both the Atlanta Fed and Morgan Stanley slashed their estimates for Q3 growth as economic data continues to disappoint.</p><p><blockquote>周四,由于经济数据继续令人失望,亚特兰大联储和摩根士丹利均大幅下调了对第三季度增长的预期。</blockquote></p><p> <i>“The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2021 is </i> <i><b>3.7</b></i> <i> </i> <i><b>percent</b></i> <i>on September 2, </i> <i><b>down from 5.3 percent on September 1</b></i> <i>.” – Atlanta Fed</i> <img src=\"https://static.tigerbbs.com/c4c362937b721d02c854d792606d0166\" tg-width=\"670\" tg-height=\"366\" width=\"100%\" height=\"auto\">Notably, there were significant downward revisions to consumption and investment, declining from 2.6% and 23.4% to 1.9% and 19.3%, respectively. However, as we noted previously, such is not surprising as “stimulus” leaves the system, and the economic drivers return to normalcy.</p><p><blockquote><i>“GDPNow模型对2021年第三季本地生产总值实质增长(经季节性调整的年率)的估计为</i><i><b>3.7</b></i><i> </i><i><b>百分比</b></i><i>9月2日,</i><i><b>低于9月1日的5.3%</b></i><i>.”——亚特兰大联储</i>值得注意的是,消费和投资大幅下调,分别从2.6%和23.4%降至1.9%和19.3%。然而,正如我们之前指出的,随着“刺激”离开系统,经济驱动力恢复正常,这并不奇怪。</blockquote></p><p> <b>Morgan and Goldman As Well</b></p><p><blockquote><b>摩根和高盛也是</b></blockquote></p><p></p><p> As stated, Morgan Stanely also slashed their estimates:</p><p><blockquote>如前所述,摩根士丹利还大幅下调了预期:</blockquote></p><p> <i>“</i> <i><b>We are revising down 3Q GDP tracking to 2.9% from 6.5%, previously</b></i> <i>. Our forecast for 4Q GDP remains at 6.7%. The revision to 3Q implies full year 4Q/4Q GDP at 5.6% (5.7%Y) this year – 1.4pp lower than the Fed’s forecast of 7.0% in its June Summary of Economic Projections (SEP), and 0.7pp below Bloomberg consensus of economists at 6.3%.</i> <i><b>An examination of the data reveals that the slowdown is not broad-based and primarily reflects payback from stimulus spending as well as continued supply chain bottlenecks.</b></i> <i> The swing factor is largest in spending on big-ticket durable goods that benefited most from stimulus checks and are affected most by lack of inventory and price increases due to supply shortages, for example motor vehicles.”</i> <img src=\"https://static.tigerbbs.com/75e5c5eb2840814e2972c92ab0ef9bf3\" tg-width=\"826\" tg-height=\"487\" width=\"100%\" height=\"auto\">As we discussed previously, these two downgrades were playing catchup to our previous analysis and Goldman’s downgrade two weeks ago. To wit:</p><p><blockquote><i>“</i><i><b>我们将第三季度GDP跟踪从之前的6.5%下调至2.9%</b></i><i>.我们对第四季度GDP的预测维持在6.7%。对第三季度的修正意味着今年全年第四季度/第四季度GDP为5.6%(同比增长5.7%),比美联储在6月份经济预测摘要(SEP)中预测的7.0%低1.4个百分点,比彭博社一致预期低0.7个百分点。经济学家为6.3%。</i><i><b>对数据的检查显示,经济放缓并不广泛,主要反映了刺激支出的回报以及持续的供应链瓶颈。</b></i><i>波动因素最大的是大件耐用品的支出,这些商品从刺激检查中受益最多,但受库存不足和供应短缺导致的价格上涨的影响最大,例如机动车辆。”</i>正如我们之前讨论的,这两次降级是在追赶我们之前的分析和高盛两周前的降级。即:</blockquote></p><p> <i><b>“We have lowered our Q3 GDP forecast to +5.5%, reflecting hits to both consumer spending and production.</b></i> <i>Spending on dining, travel, and some other services is likely to decline in August, though we expect the drop to be modest and brief. Production is still suffering from supply chain disruptions, especially in the auto industry, and this is likely to mean less inventory rebuild in Q3.”</i> – <i> Goldman Sachs</i> Investors should not overlook the importance of these downgrades.</p><p><blockquote><i><b>“我们已将第三季度GDP预测下调至+5.5%,反映出消费者支出和生产受到的打击。</b></i><i>八月份餐饮、旅游和其他一些服务支出可能会下降,尽管我们预计下降幅度不大且短暂。生产仍然受到供应链中断的影响,尤其是在汽车行业,这可能意味着第三季度库存重建减少。”</i> –<i>高盛</i>投资者不应忽视这些降级的重要性。</blockquote></p><p> <b>Earnings Estimates At Risk</b></p><p><blockquote><b>盈利预测面临风险</b></blockquote></p><p> In our post on<i><b>“Peak Economic And Earnings Growth,</b></i>” we stated that corporate earnings and profits ultimately get derived from economic activity (personal consumption and business investment). Therefore, it is unlikely the currently lofty expectations will get met.</p><p><blockquote>在我们的帖子中<i><b>“经济和盈利增长见顶,</b></i>“我们表示,企业盈利和利润最终来自经济活动(个人消费和商业投资)。因此,目前的高期望不太可能得到满足。</blockquote></p><p> The problem for investors currently is that analysts’ assumptions are always high, and markets are trading at more extreme valuations, which leaves little room for disappointment. For example, using analyst’s price target assumptions of 4700 for 2020 and current earnings expectations, the S&P is trading 2.6x earnings growth.</p><p><blockquote>投资者目前面临的问题是,分析师的假设总是很高,而市场的估值更极端,这几乎没有失望的空间。例如,使用分析师对2020年4700点的目标价假设和当前的盈利预期,标准普尔指数的盈利增长率为2.6倍。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c3e58e6641c42d1879c094ce45b2f337\" tg-width=\"896\" tg-height=\"647\" width=\"100%\" height=\"auto\">Such puts the current P/E at 25.6x earnings in 2020, which is still expensive by historical measures.</p><p><blockquote>这使得目前的市盈率为2020年市盈率的25.6倍,从历史标准来看,这仍然很昂贵。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d4abafc44c03ff687ce87c361a1f1357\" tg-width=\"886\" tg-height=\"637\" width=\"100%\" height=\"auto\">That also puts the S&P 500 grossly above its linear trend line as earnings growth begins to revert.</p><p><blockquote>随着盈利增长开始恢复,这也使标普500大幅高于线性趋势线。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ec0a0666e57f65c24037d219876028e2\" tg-width=\"988\" tg-height=\"534\" width=\"100%\" height=\"auto\">Through the end of this year, companies will guide down earnings estimates for a variety of reasons:</p><p><blockquote>到今年年底,公司将出于多种原因下调盈利预期:</blockquote></p><p> <ul> <li><i>Economic growth won’t be as robust as anticipated.</i></p><p><blockquote><ul><li><i>经济增长不会像预期的那样强劲。</i></li></ul></blockquote></p><p></li> <li><i>Potentially higher corporate tax rates could reduce earnings.</i></p><p><blockquote><li><i>潜在的更高的公司税率可能会减少收益。</i></li></blockquote></p><p></li> <li><i>The increased input costs due to the stimulus can’t get passed on to consumers.</i></p><p><blockquote><li><i>由于刺激而增加的投入成本不能转嫁给消费者。</i></li></blockquote></p><p></li> <li><i>Higher interest rates increasing borrowing costs which impact earnings.</i></p><p><blockquote><li><i>利率上升会增加借贷成本,从而影响收益。</i></li></blockquote></p><p></li> <li><i>A weaker consumer than currently expected due to reduced employment and weaker wages.</i></p><p><blockquote><li><i>由于就业减少和工资下降,消费者弱于目前预期。</i></li></blockquote></p><p></li> <li><i>Global demand weakens due to a stronger dollar impacting exports.</i></p><p><blockquote><li><i>由于美元走强影响出口,全球需求减弱。</i></li></blockquote></p><p></li> </ul> <b>Such will leave investors once again</b><b><i> “overpaying”</i></b><b> for earnings growth that fails to materialize.</b></p><p><blockquote><b>这将再次让投资者</b><b><i>“多付”</i></b><b>对于未能实现的盈利增长。</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/can-bulls-defy-odds-september-weakness\">zerohedge</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",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/can-bulls-defy-odds-september-weakness","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136345203","content_text":"While we had previously discussed that August tends to be one of the weaker months of the year, the bulls defined that weakness posting an almost 3% gain. However, as discussed in our Daily Market Commentary on Wednesday:\n\n“August seasonality was a bust with the market advancing 2.6%. Will September seasonality prove to be more accurate?”\n\n\nFor now, the bullish bias remains strong as a barrage of weaker than expected economic data from GDP to manufacturing and employment give hope the Fed may forestall their “tapering” plans. But, as we will discuss in a moment, we think the bulls may be correct for a different reason.\nHowever, in the meantime, the “stairstep” advance continues with fundamentally weak companies making substantial gains as speculation displaces investment in the market. Thus, while prices remain elevated, money flows weaken, suggesting the next downturn is roughly one to two weeks away.So far, those corrections remain limited to the 50-dma, which is approximately 3% lower than Friday’s close, but a 10% correction to the 200-dma remains a possibility.\nWhile there seems to be little concern relative to the market’s advance over the last year, maybe that should be the concern given the sharpness of that advance. I will discuss the history of “market melt-ups” and their eventual outcomes in an upcoming article. However, what is essential to notice is the corresponding ramp in valuations as earnings failto keep up with bullish expectations.\nSignificantly, investors never realize they are in a “melt-up” until after it is over.\nBreadth Remains Weak As Market Advances\nAt the moment, the bullish trend continues, and we must respect that trend for now. However, there are clear signs the advance is beginning to narrow markedly, which has historically served as a warning to investors.\n\n” As shown in the chart below, although the S&P 500 traded at an all-time high as recently as last week, the cumulative advance/decline (A/D) line for the broader NYSE universe peaked on June 11 this year. The divergence between the two looks similar to early-September last year—the point at which it was mostly the “big 5” stocks within the S&P 500 (the “generals”) that had powered the S&P 500 to its September 2, 2020 high.” – Charles Schwab\n\n“The percentage of S&P 500 stocks trading above their 50-day moving averages peaked in April, troughed in June, improved until recently, but has come under pressure again. The same can’t be said for the NASDAQ and Russell 2000, which both peaked in early February, since which time they’ve generally been descending.”\n“Relative to their 200-day moving averages (DMA), all three indexes have been generally trending lower since April, as shown in the second chart below.” – Charles Schwab\nOf course, as we repeat each week, while we are pointing out the warning signs, such does not mean selling everything and going to cash. However, it does serve as a visible warning to adjust your risk exposures accordingly and prepare for a potentially bumpy ride.\n\n“Just because you put on a seatbelt when the plane is landing, doesn’t mean you are going to crash. But is a logic precaution just in case.”\n\nCan The Fed Really Taper?\nWe have noted the rising number of Fed speakers discussing the need to begin “tapering” the Fed’s balance sheet purchases in recent weeks. With employment returning well into what is historically considered “full employment,” surge in job openings, and rising inflation, the need to taper is evident. As noted in our daily market commentary:\n\n“PCE, met expectations rising 0.4% in July. The level was 0.1% below the June reading. \nThe year-over-year rate is 4.2%, which is more than double the Fed’s 2% inflation target.\n Importantly \nit suggests the Fed should be moving to tighten monetary policy.\nHowever, the trimmed-mean PCE was inline at 2% giving the Fed some “wiggle-room” for now, but likely not for long.“\n\nWhile the Fed may have some wiggle room short-term, the trimmed-mean PCE will catch up with PCE over the next month.\nThe point is that the Fed is now getting pushed into needing to tighten monetary policy to quell inflationary pressures. However, a rising risk suggests they may be “trapped” in continuing their bond purchases and risking both an inflationary surge and creating market instability.\nThat risk is the “deficit.”\nWho Is Going To Fund The Deficit\nAs discussed recently, the current mandatory spending of the Government consumes more than 100% of existing tax revenues. Therefore, all discretionary spending plus additional programs such as “infrastructure” and “human infrastructure”comes from debt issuance.\nAs shown, the 2021 budget will push the current deficit towards $4-Trillion requiring the Federal Reserve to monetize at least $1 Trillion of that issuance per our previous analysis.\n\nThe scale and scope of government spending expansion in the last year are unprecedented. Because Uncle Sam doesn’t have the money, lots of it went on the government’s credit card. The deficit and debt skyrocketed. But this is only the beginning. \nThe Biden administration recently proposed a $6 trillion budget for fiscal 2022, two-thirds of which would be borrowed.” –\nReason\n\n\nThe CBO (Congressional Budget Office) recently produced its long-term debt projection through 2050, ensuring poor economic returns. I reconstructed a chart from Deutsche Bank showing the US Federal Debt and Federal Reserve balance sheet. The chart uses the CBO projections through 2050.\n\nThe federal debt load will climb from $28 trillion to roughly $140 trillion at the current growth rate by 2050.\nThe problem, of course, is that the Fed must continue monetizing 30% of debt issuance to keep interest rates from surging and wrecking the economy.\nLet than sink in for a minute.\nIf that is indeed the case, the Fed will not be able to “taper” their balance sheet purchases unless they are willing to risk a surge in interest rates, a collapse in economic growth, and a deflationary spiral.\nAs Expected Q3-GDP Gets Slashed\nSince the beginning of this year, we have penned several articles stating that economic growth would ultimately disappoint when fueled by an artificial stimulus. Specifically, we noted that “bonds were sending an economic warning.” To wit:\n\n“\nAs shown, the correlation between rates and the economic composite suggests that current expectations of sustained economic expansion and rising inflation are overly optimistic.\n At current rates, economic growth will likely very quickly rturn to sub-2% growth by 2022.”\n\nThe disappointment of economic growth is also a function of the surging debt and deficit levels, which, as noted above, will have to be entirely funded by the Federal Reserve.\nOn Thursday, both the Atlanta Fed and Morgan Stanley slashed their estimates for Q3 growth as economic data continues to disappoint.\n\n“The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2021 is \n3.7\n \npercent\non September 2, \ndown from 5.3 percent on September 1\n.” – Atlanta Fed\n\nNotably, there were significant downward revisions to consumption and investment, declining from 2.6% and 23.4% to 1.9% and 19.3%, respectively. However, as we noted previously, such is not surprising as “stimulus” leaves the system, and the economic drivers return to normalcy.\nMorgan and Goldman As Well\nAs stated, Morgan Stanely also slashed their estimates:\n\n“\nWe are revising down 3Q GDP tracking to 2.9% from 6.5%, previously\n. Our forecast for 4Q GDP remains at 6.7%. The revision to 3Q implies full year 4Q/4Q GDP at 5.6% (5.7%Y) this year – 1.4pp lower than the Fed’s forecast of 7.0% in its June Summary of Economic Projections (SEP), and 0.7pp below Bloomberg consensus of economists at 6.3%.\n\n\nAn examination of the data reveals that the slowdown is not broad-based and primarily reflects payback from stimulus spending as well as continued supply chain bottlenecks.\n The swing factor is largest in spending on big-ticket durable goods that benefited most from stimulus checks and are affected most by lack of inventory and price increases due to supply shortages, for example motor vehicles.”\n\nAs we discussed previously, these two downgrades were playing catchup to our previous analysis and Goldman’s downgrade two weeks ago. To wit:\n\n“We have lowered our Q3 GDP forecast to +5.5%, reflecting hits to both consumer spending and production.\nSpending on dining, travel, and some other services is likely to decline in August, though we expect the drop to be modest and brief. Production is still suffering from supply chain disruptions, especially in the auto industry, and this is likely to mean less inventory rebuild in Q3.” –\n Goldman Sachs\n\nInvestors should not overlook the importance of these downgrades.\nEarnings Estimates At Risk\nIn our post on“Peak Economic And Earnings Growth,” we stated that corporate earnings and profits ultimately get derived from economic activity (personal consumption and business investment). Therefore, it is unlikely the currently lofty expectations will get met.\nThe problem for investors currently is that analysts’ assumptions are always high, and markets are trading at more extreme valuations, which leaves little room for disappointment. For example, using analyst’s price target assumptions of 4700 for 2020 and current earnings expectations, the S&P is trading 2.6x earnings growth.\nSuch puts the current P/E at 25.6x earnings in 2020, which is still expensive by historical measures.\nThat also puts the S&P 500 grossly above its linear trend line as earnings growth begins to revert.\nThrough the end of this year, companies will guide down earnings estimates for a variety of reasons:\n\nEconomic growth won’t be as robust as anticipated.\nPotentially higher corporate tax rates could reduce earnings.\nThe increased input costs due to the stimulus can’t get passed on to consumers.\nHigher interest rates increasing borrowing costs which impact earnings.\nA weaker consumer than currently expected due to reduced employment and weaker wages.\nGlobal demand weakens due to a stronger dollar impacting exports.\n\nSuch will leave investors once again “overpaying” for earnings growth that fails to materialize.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838581683,"gmtCreate":1629419265442,"gmtModify":1631891322378,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/838581683","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823409862,"gmtCreate":1633652194183,"gmtModify":1633743139232,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment, thanks ","listText":"Please like and comment, thanks ","text":"Please like and comment, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/823409862","repostId":"1163018074","repostType":4,"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832197188,"gmtCreate":1629597180344,"gmtModify":1631891322363,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment back, thanks ","listText":"Please like and comment back, thanks ","text":"Please like and comment back, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/832197188","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看那些。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中,芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%,而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入?或者这个历史上周期性的行业是否会故技重施,进入持续下跌趋势,让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表,但如果您喜欢持有多年股票而不是租用几天,那么该集团是值得买入的。主要原因:“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然,这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化,现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险,那你就是个傻瓜。我去看看那些。但首先,以下是该组织现在“更安全”的三个主要原因,以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示:“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑,然后是服务器,然后是电话。”但他表示,现在整个经济对芯片的需求已经扩大,因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”,从各个角度来看,终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出,在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示:“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测,到2030年,芯片行业的收入将从2020年的4650亿美元翻一番,达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”,他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点,<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下,从设计到各种类型的设备生产商再到制造,行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p><p><blockquote>在芯片设计软件中,有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻(EUV)领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示,整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为,加上成本削减,意味着现在的盈利能力远高于历史水平。“过去几年,芯片制造的经济性有了很大改善,”温伯恩说。现金流或EBITDA利润率现在通常超过30%,而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&Co.的投资组合经理Lamar Villere指出,尽管芯片股的交易价格约为市场倍数,但它们看起来很便宜,因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度(见下文),但他特别指出了两家公司,它们的业绩可能会因为在新管理层的领导下而得到提振:高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击,例如德克萨斯州的恶劣天气导致生产中断,但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia,该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计,当像高通和英伟达这样的公司想要设计芯片时,他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说,他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图,他挑出了这些名字。“他们不是世界上最快的种植者,但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上,台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上,这一过程被称为极紫外光刻。“没有人知道如何做到这一点,”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说,它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品,这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示,希望到2025年生产70%的芯片,高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是,有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买,导致未来的平静,这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来,像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计,这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出,使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流,但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数(PMI)在4月份达到顶峰,然后连续三个月减速。与此同时,芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出,通常情况下,两者遵循相同的趋势。他将这种差异归因于库存建设,而库存建设的可持续性不如真实的终端市场需求。因此,他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器(DRAM)芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情,”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺,而不是表明短缺并不真实(只是库存增加)。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示:“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如,福特刚刚宣布,由于芯片短缺,而不是潜在需求短缺,它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测,由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素,良好的经济增长是可持续的。如果他是对的,持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">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":{"SOXX":"iShares费城交易所半导体ETF","AAPL":"苹果","TSM":"台积电","QCOM":"高通","GOOGL":"谷歌A","CDNS":"铿腾电子","SSNLF":"三星电子","ON":"安森美半导体","NVDA":"英伟达","ASML":"阿斯麦","AMZN":"亚马逊","SNPS":"新思科技","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"GOOG":0.9,"TSM":0.9,"GOOGL":0.9,"ON":0.9,"SSNLF":0.9,"QCOM":0.9,"NVDA":0.9,"ASML":0.9,"SOXX":0.9,"CDNS":0.9,"AAPL":0.9,"AMZN":0.9,"SNPS":0.9}},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896339878,"gmtCreate":1628555243894,"gmtModify":1633746239745,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Done. Please like and comment back, thanks ","listText":"Done. Please like and comment back, thanks ","text":"Done. Please like and comment back, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/896339878","repostId":"1196813173","repostType":4,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112898678,"gmtCreate":1622858960494,"gmtModify":1634097309285,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":" Please like and comment my post, thanks","listText":" Please like and comment my post, thanks","text":"Please like and comment my post, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/112898678","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://www.laohu8.com/m/news/1106312903?lang=zh_CN&edition=full","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>未来一周的美国IPO:多元化的8次IPO中的数字支付、心理健康服务等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li> <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li> <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八起IPO计划筹集37亿美元,涉及数字支付、心理健康服务等领域。</li><li>支付平台Marqeta计划以124亿美元的市值筹集10亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八起IPO计划筹集37亿美元,涉及数字支付、心理健康服务等领域。</blockquote></p><p> Payments platform <b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>马尔凯塔</b>(MQ)计划以124亿美元的市值筹集10亿美元。该公司的平台允许企业启动和管理自己的卡计划,向客户或最终用户发行卡,以及授权和结算交易。Marqeta发展迅速,其客户包括Affirm(AFRM)和DoorDash(DASH)等品牌。</blockquote></p><p> Chinese online recruitment platform <b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中文在线招聘平台<b>看准</b>(BZ)计划以82亿美元的市值筹集8.64亿美元。看准的核心产品BOSS直聘是一个移动原生平台,促进求职者和企业客户之间的直接聊天。该公司声称,按月活跃用户数计算,它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider <b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>生命健康</b>(LFST)计划以61亿美元的市值筹集6.4亿美元。LifeStance表示,截至2021年3月31日,它已经建立了美国最大的门诊心理健康平台之一,在27个州的73个MSA中雇用了3,300多名持牌心理健康临床医生。尽管2021年第一季度的息税前利润转为负值,但该公司仍实现了增长。</blockquote></p><p> Israel’s <b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>周一网</b>(MNDY)计划以68亿美元的市值筹集4.9亿美元。monday.com允许组织轻松构建满足其需求的软件应用程序和工作管理工具。截至2021年3月31日,它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce和Zoom计划同时进行私募,总共投资1.5亿美元。</blockquote></p><p> BPO vendor <b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>塔斯库斯</b>(TASK)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商,提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日,该公司盈利强劲,增长强劲,拥有100多家客户。</blockquote></p><p> Data-driven marketing platform <b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA)计划以21亿美元的市值筹集2.5亿美元。该公司的Zeta营销平台使用身份数据通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta已实现盈利,为1,000多家客户提供服务,2020年提供约5亿次广告展示。</blockquote></p><p> Online luxury goods marketplace <b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>网上奢侈品市场<b>第一个</b>(DIBS)计划以7.73亿美元的市值筹集1.12亿美元。1stDibs连接复古、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020年,该市场有超过58,000名买家在过去一年中进行了购买,平均每年的总购买额超过5,500美元。</blockquote></p><p> Chinese online tutoring platform <b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME)计划以19亿美元的市值筹集4300万美元。掌门教育表示,自2017年以来,按收入计算,它一直是中国最大的在线K-12辅导服务提供商,2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将有6家公司接受街头调查,多达11家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2011年6月3日,文艺复兴IPO指数今年迄今下跌6.0%,而标普500上涨11.6%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有最多的ETF包括Zoom Video(ZM)和优步(UBER)。Renaissance International IPO指数今年迄今下跌1.1%,而ACWX指数上涨10.5%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有最多的ETF包括Nexi和EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","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>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>未来一周的美国IPO:多元化的8次IPO中的数字支付、心理健康服务等</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\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>未来一周的美国IPO:多元化的8次IPO中的数字支付、心理健康服务等</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-05 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li> <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li> <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八起IPO计划筹集37亿美元,涉及数字支付、心理健康服务等领域。</li><li>支付平台Marqeta计划以124亿美元的市值筹集10亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八起IPO计划筹集37亿美元,涉及数字支付、心理健康服务等领域。</blockquote></p><p> Payments platform <b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>马尔凯塔</b>(MQ)计划以124亿美元的市值筹集10亿美元。该公司的平台允许企业启动和管理自己的卡计划,向客户或最终用户发行卡,以及授权和结算交易。Marqeta发展迅速,其客户包括Affirm(AFRM)和DoorDash(DASH)等品牌。</blockquote></p><p> Chinese online recruitment platform <b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中文在线招聘平台<b>看准</b>(BZ)计划以82亿美元的市值筹集8.64亿美元。看准的核心产品BOSS直聘是一个移动原生平台,促进求职者和企业客户之间的直接聊天。该公司声称,按月活跃用户数计算,它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider <b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>生命健康</b>(LFST)计划以61亿美元的市值筹集6.4亿美元。LifeStance表示,截至2021年3月31日,它已经建立了美国最大的门诊心理健康平台之一,在27个州的73个MSA中雇用了3,300多名持牌心理健康临床医生。尽管2021年第一季度的息税前利润转为负值,但该公司仍实现了增长。</blockquote></p><p> Israel’s <b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>周一网</b>(MNDY)计划以68亿美元的市值筹集4.9亿美元。monday.com允许组织轻松构建满足其需求的软件应用程序和工作管理工具。截至2021年3月31日,它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce和Zoom计划同时进行私募,总共投资1.5亿美元。</blockquote></p><p> BPO vendor <b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>塔斯库斯</b>(TASK)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商,提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日,该公司盈利强劲,增长强劲,拥有100多家客户。</blockquote></p><p> Data-driven marketing platform <b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA)计划以21亿美元的市值筹集2.5亿美元。该公司的Zeta营销平台使用身份数据通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta已实现盈利,为1,000多家客户提供服务,2020年提供约5亿次广告展示。</blockquote></p><p> Online luxury goods marketplace <b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>网上奢侈品市场<b>第一个</b>(DIBS)计划以7.73亿美元的市值筹集1.12亿美元。1stDibs连接复古、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020年,该市场有超过58,000名买家在过去一年中进行了购买,平均每年的总购买额超过5,500美元。</blockquote></p><p> Chinese online tutoring platform <b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME)计划以19亿美元的市值筹集4300万美元。掌门教育表示,自2017年以来,按收入计算,它一直是中国最大的在线K-12辅导服务提供商,2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将有6家公司接受街头调查,多达11家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2011年6月3日,文艺复兴IPO指数今年迄今下跌6.0%,而标普500上涨11.6%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有最多的ETF包括Zoom Video(ZM)和优步(UBER)。Renaissance International IPO指数今年迄今下跌1.1%,而ACWX指数上涨10.5%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有最多的ETF包括Nexi和EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Renaissance Capital</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","MQ":"Marqeta, Inc.",".SPX":"S&P 500 Index","ZME":"掌门教育","BZ":"BOSS直聘","LFST":"LifeStance Health Group, Inc.","ZETA":"Zeta Global Holdings Corp.","MNDY":"Monday.com Ltd.",".DJI":"道琼斯","TASK":"TaskUs Inc.","DIBS":"1stdibs.com Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{"MQ":0.9,".DJI":0.9,"DIBS":0.9,".SPX":0.9,"LFST":0.9,"TASK":0.9,"ZETA":0.9,"ZME":0.9,"BZ":0.9,".IXIC":0.9,"MNDY":0.9}},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196213546,"gmtCreate":1621056011285,"gmtModify":1634194225717,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Done. Please like and comment my post, thanks ","listText":"Done. Please like and comment my post, thanks ","text":"Done. Please like and comment my post, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/196213546","repostId":"1103478451","repostType":4,"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111646808,"gmtCreate":1622680349104,"gmtModify":1634099264224,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment my post, thanks ","listText":"Please like and comment my post, thanks ","text":"Please like and comment my post, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/111646808","repostId":"1115876867","repostType":4,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872223797,"gmtCreate":1637540254989,"gmtModify":1637583704594,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/872223797","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohu8.com/m/news/1153786917?lang=zh_CN&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.</p><p><blockquote>就在购物者为黑色星期五做准备之际,第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二,投资者将获得一些零售业巨头的季度业绩,包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一,也是假日购物季的传统开始。美国零售联合会估计,今年11月和12月,美国消费者的支出将达到创纪录的8510亿美元,比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和VMware、周三的Deere以及周五的拼多多、美团-W和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一公布了10月份的现房销售情况。市场普遍估计,经季节调整后,房屋销售量为619万套,比9月份减少10万套。</blockquote></p><p> On Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>周二,IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5,服务业PMI为59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三,联邦公开市场委员会公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告,而美国经济分析局则报告10月份个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五,纳斯达克和纽约证券交易所下午1点结束交易,而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技、Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告10月份现房销售情况。市场普遍估计,经季节调整后,房屋销售量为619万套,比9月份减少10万套。去年10月,成屋销量达到金融危机后的峰值673万套,今年大部分时间都在下降,部分原因是供应限制,尤其是在房地产市场的低端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。,J.MSmucker、Jacobs Engineering Group、Medtronic和VMware报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit发布</b>11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5,服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱离了今年早些时候的峰值,但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年化增长率为2.2%,高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布11月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测耐用品新订单环比增长0.2%,达到2620亿美元。不包括运输,新订单预计将增长0.5%,与9月份的增幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。看涨期权普遍认为,继9月份收入下降1%后,每月收入将增长0.4%。个人支出预计将环比增长1%,快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一,也是假日购物季的传统开始。美国零售联合会估计,今年11月和12月,美国消费者的支出将达到创纪录的8510亿美元,比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易,债券市场下午2点收盘。</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.</p><p><blockquote>就在购物者为黑色星期五做准备之际,第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二,投资者将获得一些零售业巨头的季度业绩,包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一,也是假日购物季的传统开始。美国零售联合会估计,今年11月和12月,美国消费者的支出将达到创纪录的8510亿美元,比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和VMware、周三的Deere以及周五的拼多多、美团-W和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一公布了10月份的现房销售情况。市场普遍估计,经季节调整后,房屋销售量为619万套,比9月份减少10万套。</blockquote></p><p> On Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>周二,IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5,服务业PMI为59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三,联邦公开市场委员会公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告,而美国经济分析局则报告10月份个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五,纳斯达克和纽约证券交易所下午1点结束交易,而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技、Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告10月份现房销售情况。市场普遍估计,经季节调整后,房屋销售量为619万套,比9月份减少10万套。去年10月,成屋销量达到金融危机后的峰值673万套,今年大部分时间都在下降,部分原因是供应限制,尤其是在房地产市场的低端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。,J.MSmucker、Jacobs Engineering Group、Medtronic和VMware报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit发布</b>11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5,服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱离了今年早些时候的峰值,但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年化增长率为2.2%,高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布11月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测耐用品新订单环比增长0.2%,达到2620亿美元。不包括运输,新订单预计将增长0.5%,与9月份的增幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。看涨期权普遍认为,继9月份收入下降1%后,每月收入将增长0.4%。个人支出预计将环比增长1%,快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一,也是假日购物季的传统开始。美国零售联合会估计,今年11月和12月,美国消费者的支出将达到创纪录的8510亿美元,比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易,债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3\">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":{"ZM":"Zoom",".IXIC":"NASDAQ Composite","BBY":"百思买",".SPX":"S&P 500 Index",".DJI":"道琼斯","DELL":"戴尔","DE":"迪尔股份有限公司"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{"DE":0.9,"ZM":0.9,"BBY":0.9,".SPX":0.9,".IXIC":0.9,"DELL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126400062,"gmtCreate":1624580361356,"gmtModify":1633951060419,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment, thanks ","listText":"Please like and comment, thanks ","text":"Please like and comment, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/126400062","repostId":"2146255080","repostType":4,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600395260,"gmtCreate":1638064515370,"gmtModify":1638064516007,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/600395260","repostId":"2186340224","repostType":4,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822793211,"gmtCreate":1634170011870,"gmtModify":1634170012390,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment back, thanks ","listText":"Please like and comment back, thanks ","text":"Please like and comment back, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/822793211","repostId":"2175164912","repostType":4,"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864931836,"gmtCreate":1633047900978,"gmtModify":1633138330128,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment back, thanks ","listText":"Please like and comment back, thanks ","text":"Please like and comment back, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/864931836","repostId":"1166373612","repostType":4,"repost":{"id":"1166373612","kind":"news","pubTimestamp":1633043917,"share":"https://www.laohu8.com/m/news/1166373612?lang=zh_CN&edition=full","pubTime":"2021-10-01 07:18","market":"us","language":"en","title":"Stocks sink in whipsaw session, S&P 500 posts first monthly decline since January<blockquote>股市大幅下跌,标普500自一月份以来首次月度下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166373612","media":"Yahoo Finance","summary":"Stocks sank on Thursday in the final session of September and the third quarter, with stocks extendi","content":"<p>Stocks sank on Thursday in the final session of September and the third quarter, with stocks extending a weeks-long streak of volatility as concerns over inflation, the economic backdrop and debates in Washington over a host of measures weighed on equities.</p><p><blockquote>周四,股市在9月最后一个交易日和第三季度下跌,由于对通胀、经济背景的担忧以及华盛顿对一系列措施的辩论打压股市,股市延续了长达数周的波动。</blockquote></p><p> The S&P 500 ended the day lower by 1.2%. The index fell by more than 4.5% in September for its first monthly decline since January, with concerns around fiscal and monetary policy, inflation, regulations in China and the ongoing pandemic all colliding to knock equities from their upward trajectory. Still, the S&P 500 remained up by about 15% for the year-to-date through Thursday's close.</p><p><blockquote>标普500当天收盘下跌1.2%。该指数9月份下跌超过4.5%,为1月份以来首次月度下跌,对财政和货币政策、通胀、中国监管以及持续的疫情的担忧都将股市从上升轨道上拉了下来。尽管如此,截至周四收盘,标普500今年迄今仍上涨了约15%。</blockquote></p><p> Cyclical stocks, though down during Thursday's session, led the way higher in September as investors bet on higher inflation and rising rates. A jump in crude oil prices helped make the energy sector by far the best performer in the S&P 500. Financial stocks also outperformed, with rising Treasury yields serving as a tailwind to bank profitability.</p><p><blockquote>周期性股票虽然在周四交易中下跌,但由于投资者押注通胀上升和利率上升,9月份领涨。原油价格上涨帮助能源板块成为标普500中迄今为止表现最好的板块。金融股也表现出色,美国国债收益率上升成为银行盈利的推动力。</blockquote></p><p> The Nasdaq has underperformed over the past month as traders rotated away from the growth and technology stocks that pulled the market higher last year. High-flying technology stocks also got hit as Treasury yields jumped over the past week, with the rising borrowing costs weighing on the valuations of growth companies that rely heavily on expectations of strong future earnings.</p><p><blockquote>过去一个月,纳斯达克表现不佳,交易员纷纷远离去年拉动市场走高的成长股和科技股。随着过去一周美国国债收益率飙升,飙升的科技股也受到了打击,借贷成本上升打压了严重依赖未来强劲盈利预期的成长型公司的估值。</blockquote></p><p> “This feels a lot worse than it actually is because we haven’t had much volatility since last October, last September,” Paul Schatz, Heritage Capital President, told Yahoo Finance Live on Wednesday.</p><p><blockquote>Heritage Capital总裁保罗·沙茨(Paul Schatz)周三对雅虎财经直播表示:“这感觉比实际情况要糟糕得多,因为自去年10月、去年9月以来,我们没有出现太大的波动。”</blockquote></p><p> Concerns about inflation and supply chain issues continued to hamper the markets on Thursday.Shares of Bed Bath & Beyond fell 22.1%after the company said those issues hurt the company’s second-quarter results, and the news appeared to hit fellow retail stocks. Walgreens Boots Alliance and Home Depot fell 3.4% and nearly 2.6%, respectively, making them two of the worst performers in the Dow.</p><p><blockquote>对通胀和供应链问题的担忧周四继续阻碍市场。Bed Bath&Beyond表示这些问题损害了公司第二季度业绩,该公司股价下跌22.1%,这一消息似乎打击了其他零售股。Walgreens Boots Alliance和Home Depot分别下跌3.4%和近2.6%,成为道指中表现最差的两家公司。</blockquote></p><p> Energy and financial stocks, which have been some of the best performers in recent weeks, took a step back on Thursday. Shares of Goldman Sachs were 1.7% lower, while JPMorgan was down 1.3%.</p><p><blockquote>最近几周表现最好的能源和金融股周四回落。高盛股价下跌1.7%,摩根大通股价下跌1.3%。</blockquote></p><p> Tech stocks outperformed on Thursday, but the Nasdaq still suffered its fifth-straight losing session. Tech names have been hit by the recent jump in the 10-year Treasury yield, which broke above 1.567% earlier in the week. The measure retreated slightly on Thursday.</p><p><blockquote>科技股周四表现出色,但纳斯达克仍连续第五个交易日下跌。科技股受到近期10年期国债收益率飙升的打击,本周早些时候突破1.567%。该措施周四小幅回落。</blockquote></p><p> Rising yields, fueled by concerns over inflation and the Federal Reserve’s signals that it will soon begin winding down its pandemic-era asset purchases, are seen as a negative for tech stocks because they make far-off future profits look less attractive to investors.</p><p><blockquote>由于对通胀的担忧以及美联储表示将很快开始逐步减少大流行时期的资产购买,收益率上升被视为对科技股不利,因为它们使遥远的未来利润对投资者的吸引力降低。</blockquote></p><p> “We’ve been talking about spooky season — September and October — and the expectation of about a 5% dip from the high. … But we’ve said we don’t expect a correction,” said David Bianco of DWS Group. A correction is typically defined as a pullback of more than 10% from a recent high.</p><p><blockquote>DWS Group的David Bianco表示:“我们一直在谈论9月和10月的怪异季节,以及从高点下跌约5%的预期……但我们已经表示,我们预计不会出现调整。”修正通常被定义为从近期高点回调超过10%。</blockquote></p><p> “We expect yields to climb, and that’s why we’re overweight banks, but we don’t expect yields to surge. And without a surge in yields, we can live with these [valuations],” Bianco added.</p><p><blockquote>Bianco补充道:“我们预计收益率将攀升,这就是为什么我们是跑赢大盘银行,但我们预计收益率不会飙升。如果收益率没有飙升,我们可以接受这些(估值)。”</blockquote></p><p> Shares of Apple and Amazon finished the day in negative territory after moving higher in morning trading. Chip giant Nvidia and Netflix managed to hold on to their gains but closed well off session highs.</p><p><blockquote>苹果和亚马逊的股价在早盘走高后,当天收盘下跌。芯片巨头英伟达和Netflix设法守住了涨幅,但收盘远低于盘中高点。</blockquote></p><p> “We wouldn’t get caught up in any end-of-quarter machinations today and continue to advise fading rallies (especially in tech) as the coming weeks will stay rocky,” wrote Adam Crisafulli of Vital Knowledge.</p><p><blockquote>Vital Knowledge的亚当·克里萨富利(Adam Crisafulli)写道:“我们今天不会陷入任何季末阴谋,并继续建议涨势减弱(尤其是科技股),因为未来几周仍将不稳定。”</blockquote></p><p> September’s losses led to a weak third quarter for the market. For the 3-month period, the Dow dropped 1.9%, while the Nasdaq Composite shed 0.4%. The S&P 500 held on to a modest gain and is still up nearly 15% on the year.</p><p><blockquote>9月份的亏损导致市场第三季度疲软。三个月内,道琼斯指数下跌1.9%,纳斯达克综合指数下跌0.4%。标普500保持小幅上涨,今年仍上涨近15%。</blockquote></p><p> October has a reputation for some violent sell-offs but overall is typically the start of better seasonal performance for stocks. The S&P 500 averages a 0.8% gain for the month, according to the Stock Trader’s Almanac.</p><p><blockquote>十月份因一些暴力抛售而闻名,但总体而言,这通常是股市季节性表现较好的开始。根据股票交易者年鉴,标普500本月平均上涨0.8%。</blockquote></p><p> Investors were also keeping an eye on Washington as Congresspassed a bill that would fund the government through early December. The bill would avert a government shutdown but Congress still has not raised the debt ceiling, which Treasury Secretary Janet Yellen says will be reached on Oct. 18.</p><p><blockquote>随着国会通过一项法案,为政府提供资金直至12月初,投资者也在关注华盛顿。该法案将避免政府关门,但国会仍未提高债务上限,财政部长珍妮特·耶伦表示将于10月18日达到债务上限。</blockquote></p><p> Yellen and Fed Chair Jerome Powell testified before the House Financial Services Committee on Thursday. Yellen reiterated her call for Congress to raise the debt ceiling, saying that failure to do so would be “catastrophic.”</p><p><blockquote>耶伦和美联储主席鲍威尔周四在众议院金融服务委员会作证。耶伦重申了她对国会提高债务上限的看涨期权,称不这样做将是“灾难性的”。</blockquote></p><p> On the data front,initial jobless claimsfor the prior week came in at 362,000. Economists were expecting a print of 335,000, according to Dow Jones. The October jobs report, which is seen as a key indicator for the Federal Reserve’s next steps, will be released on Oct. 8.</p><p><blockquote>数据方面,上周首次申请失业救济人数为362,000人。据道琼斯称,经济学家预计印刷量为335,000份。被视为美联储下一步行动关键指标的10月就业报告将于10月8日发布。</blockquote></p><p> Here were the main moves in markets as of 4:09 p.m. ET:</p><p><blockquote>以下是截至下午4:09市场的主要走势。ET:</blockquote></p><p></p><p> <ul> <li><b>S&P 500 (^GSPC)</b>: -51.92 (-1.19%) to 4,307.54</p><p><blockquote><ul><li><b>标普500(^GSPC)</b>:-51.92(-1.19%)至4,307.54</li></ul></blockquote></p><p></li> <li><b>Dow (^DJI)</b>: -546.80 (-1.59%) to 33,843.92</p><p><blockquote><li><b>道指(^DJI)</b>:-546.80(-1.59%)至33,843.92</li></blockquote></p><p></li> <li><b>Nasdaq (^IXIC)</b>: -63.86 (-0.44%) to 14,448.58</p><p><blockquote><li><b>纳斯达克(^IXIC)</b>:-63.86(-0.44%)至14,448.58</li></blockquote></p><p></li> <li><b>Crude (CL=F)</b>: +$0.11 (+0.15%) to $74.94 a barrel</p><p><blockquote><li><b>粗品(CL=F)</b>:每桶+0.11美元(+0.15%)至74.94美元</li></blockquote></p><p></li> <li><b>Gold (GC=F)</b>: +$33.70 (+1.96%) to $1,756.60 per ounce</p><p><blockquote><li><b>金(GC=F)</b>:每盎司+33.70美元(+1.96%)至1,756.60美元</li></blockquote></p><p></li> <li><b>10-year Treasury (^TNX)</b>: -1.2 bps to yield 1.5290%</p><p><blockquote><li><b>10年期国债(^TNX)</b>:-1.2个基点,收益率为1.5290%</li></blockquote></p><p></li> </ul> —</p><p><blockquote>—</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks sink in whipsaw session, S&P 500 posts first monthly decline since January<blockquote>股市大幅下跌,标普500自一月份以来首次月度下跌</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; 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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\">\nStocks sink in whipsaw session, S&P 500 posts first monthly decline since January<blockquote>股市大幅下跌,标普500自一月份以来首次月度下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-10-01 07:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks sank on Thursday in the final session of September and the third quarter, with stocks extending a weeks-long streak of volatility as concerns over inflation, the economic backdrop and debates in Washington over a host of measures weighed on equities.</p><p><blockquote>周四,股市在9月最后一个交易日和第三季度下跌,由于对通胀、经济背景的担忧以及华盛顿对一系列措施的辩论打压股市,股市延续了长达数周的波动。</blockquote></p><p> The S&P 500 ended the day lower by 1.2%. The index fell by more than 4.5% in September for its first monthly decline since January, with concerns around fiscal and monetary policy, inflation, regulations in China and the ongoing pandemic all colliding to knock equities from their upward trajectory. Still, the S&P 500 remained up by about 15% for the year-to-date through Thursday's close.</p><p><blockquote>标普500当天收盘下跌1.2%。该指数9月份下跌超过4.5%,为1月份以来首次月度下跌,对财政和货币政策、通胀、中国监管以及持续的疫情的担忧都将股市从上升轨道上拉了下来。尽管如此,截至周四收盘,标普500今年迄今仍上涨了约15%。</blockquote></p><p> Cyclical stocks, though down during Thursday's session, led the way higher in September as investors bet on higher inflation and rising rates. A jump in crude oil prices helped make the energy sector by far the best performer in the S&P 500. Financial stocks also outperformed, with rising Treasury yields serving as a tailwind to bank profitability.</p><p><blockquote>周期性股票虽然在周四交易中下跌,但由于投资者押注通胀上升和利率上升,9月份领涨。原油价格上涨帮助能源板块成为标普500中迄今为止表现最好的板块。金融股也表现出色,美国国债收益率上升成为银行盈利的推动力。</blockquote></p><p> The Nasdaq has underperformed over the past month as traders rotated away from the growth and technology stocks that pulled the market higher last year. High-flying technology stocks also got hit as Treasury yields jumped over the past week, with the rising borrowing costs weighing on the valuations of growth companies that rely heavily on expectations of strong future earnings.</p><p><blockquote>过去一个月,纳斯达克表现不佳,交易员纷纷远离去年拉动市场走高的成长股和科技股。随着过去一周美国国债收益率飙升,飙升的科技股也受到了打击,借贷成本上升打压了严重依赖未来强劲盈利预期的成长型公司的估值。</blockquote></p><p> “This feels a lot worse than it actually is because we haven’t had much volatility since last October, last September,” Paul Schatz, Heritage Capital President, told Yahoo Finance Live on Wednesday.</p><p><blockquote>Heritage Capital总裁保罗·沙茨(Paul Schatz)周三对雅虎财经直播表示:“这感觉比实际情况要糟糕得多,因为自去年10月、去年9月以来,我们没有出现太大的波动。”</blockquote></p><p> Concerns about inflation and supply chain issues continued to hamper the markets on Thursday.Shares of Bed Bath & Beyond fell 22.1%after the company said those issues hurt the company’s second-quarter results, and the news appeared to hit fellow retail stocks. Walgreens Boots Alliance and Home Depot fell 3.4% and nearly 2.6%, respectively, making them two of the worst performers in the Dow.</p><p><blockquote>对通胀和供应链问题的担忧周四继续阻碍市场。Bed Bath&Beyond表示这些问题损害了公司第二季度业绩,该公司股价下跌22.1%,这一消息似乎打击了其他零售股。Walgreens Boots Alliance和Home Depot分别下跌3.4%和近2.6%,成为道指中表现最差的两家公司。</blockquote></p><p> Energy and financial stocks, which have been some of the best performers in recent weeks, took a step back on Thursday. Shares of Goldman Sachs were 1.7% lower, while JPMorgan was down 1.3%.</p><p><blockquote>最近几周表现最好的能源和金融股周四回落。高盛股价下跌1.7%,摩根大通股价下跌1.3%。</blockquote></p><p> Tech stocks outperformed on Thursday, but the Nasdaq still suffered its fifth-straight losing session. Tech names have been hit by the recent jump in the 10-year Treasury yield, which broke above 1.567% earlier in the week. The measure retreated slightly on Thursday.</p><p><blockquote>科技股周四表现出色,但纳斯达克仍连续第五个交易日下跌。科技股受到近期10年期国债收益率飙升的打击,本周早些时候突破1.567%。该措施周四小幅回落。</blockquote></p><p> Rising yields, fueled by concerns over inflation and the Federal Reserve’s signals that it will soon begin winding down its pandemic-era asset purchases, are seen as a negative for tech stocks because they make far-off future profits look less attractive to investors.</p><p><blockquote>由于对通胀的担忧以及美联储表示将很快开始逐步减少大流行时期的资产购买,收益率上升被视为对科技股不利,因为它们使遥远的未来利润对投资者的吸引力降低。</blockquote></p><p> “We’ve been talking about spooky season — September and October — and the expectation of about a 5% dip from the high. … But we’ve said we don’t expect a correction,” said David Bianco of DWS Group. A correction is typically defined as a pullback of more than 10% from a recent high.</p><p><blockquote>DWS Group的David Bianco表示:“我们一直在谈论9月和10月的怪异季节,以及从高点下跌约5%的预期……但我们已经表示,我们预计不会出现调整。”修正通常被定义为从近期高点回调超过10%。</blockquote></p><p> “We expect yields to climb, and that’s why we’re overweight banks, but we don’t expect yields to surge. And without a surge in yields, we can live with these [valuations],” Bianco added.</p><p><blockquote>Bianco补充道:“我们预计收益率将攀升,这就是为什么我们是跑赢大盘银行,但我们预计收益率不会飙升。如果收益率没有飙升,我们可以接受这些(估值)。”</blockquote></p><p> Shares of Apple and Amazon finished the day in negative territory after moving higher in morning trading. Chip giant Nvidia and Netflix managed to hold on to their gains but closed well off session highs.</p><p><blockquote>苹果和亚马逊的股价在早盘走高后,当天收盘下跌。芯片巨头英伟达和Netflix设法守住了涨幅,但收盘远低于盘中高点。</blockquote></p><p> “We wouldn’t get caught up in any end-of-quarter machinations today and continue to advise fading rallies (especially in tech) as the coming weeks will stay rocky,” wrote Adam Crisafulli of Vital Knowledge.</p><p><blockquote>Vital Knowledge的亚当·克里萨富利(Adam Crisafulli)写道:“我们今天不会陷入任何季末阴谋,并继续建议涨势减弱(尤其是科技股),因为未来几周仍将不稳定。”</blockquote></p><p> September’s losses led to a weak third quarter for the market. For the 3-month period, the Dow dropped 1.9%, while the Nasdaq Composite shed 0.4%. The S&P 500 held on to a modest gain and is still up nearly 15% on the year.</p><p><blockquote>9月份的亏损导致市场第三季度疲软。三个月内,道琼斯指数下跌1.9%,纳斯达克综合指数下跌0.4%。标普500保持小幅上涨,今年仍上涨近15%。</blockquote></p><p> October has a reputation for some violent sell-offs but overall is typically the start of better seasonal performance for stocks. The S&P 500 averages a 0.8% gain for the month, according to the Stock Trader’s Almanac.</p><p><blockquote>十月份因一些暴力抛售而闻名,但总体而言,这通常是股市季节性表现较好的开始。根据股票交易者年鉴,标普500本月平均上涨0.8%。</blockquote></p><p> Investors were also keeping an eye on Washington as Congresspassed a bill that would fund the government through early December. The bill would avert a government shutdown but Congress still has not raised the debt ceiling, which Treasury Secretary Janet Yellen says will be reached on Oct. 18.</p><p><blockquote>随着国会通过一项法案,为政府提供资金直至12月初,投资者也在关注华盛顿。该法案将避免政府关门,但国会仍未提高债务上限,财政部长珍妮特·耶伦表示将于10月18日达到债务上限。</blockquote></p><p> Yellen and Fed Chair Jerome Powell testified before the House Financial Services Committee on Thursday. Yellen reiterated her call for Congress to raise the debt ceiling, saying that failure to do so would be “catastrophic.”</p><p><blockquote>耶伦和美联储主席鲍威尔周四在众议院金融服务委员会作证。耶伦重申了她对国会提高债务上限的看涨期权,称不这样做将是“灾难性的”。</blockquote></p><p> On the data front,initial jobless claimsfor the prior week came in at 362,000. Economists were expecting a print of 335,000, according to Dow Jones. The October jobs report, which is seen as a key indicator for the Federal Reserve’s next steps, will be released on Oct. 8.</p><p><blockquote>数据方面,上周首次申请失业救济人数为362,000人。据道琼斯称,经济学家预计印刷量为335,000份。被视为美联储下一步行动关键指标的10月就业报告将于10月8日发布。</blockquote></p><p> Here were the main moves in markets as of 4:09 p.m. ET:</p><p><blockquote>以下是截至下午4:09市场的主要走势。ET:</blockquote></p><p></p><p> <ul> <li><b>S&P 500 (^GSPC)</b>: -51.92 (-1.19%) to 4,307.54</p><p><blockquote><ul><li><b>标普500(^GSPC)</b>:-51.92(-1.19%)至4,307.54</li></ul></blockquote></p><p></li> <li><b>Dow (^DJI)</b>: -546.80 (-1.59%) to 33,843.92</p><p><blockquote><li><b>道指(^DJI)</b>:-546.80(-1.59%)至33,843.92</li></blockquote></p><p></li> <li><b>Nasdaq (^IXIC)</b>: -63.86 (-0.44%) to 14,448.58</p><p><blockquote><li><b>纳斯达克(^IXIC)</b>:-63.86(-0.44%)至14,448.58</li></blockquote></p><p></li> <li><b>Crude (CL=F)</b>: +$0.11 (+0.15%) to $74.94 a barrel</p><p><blockquote><li><b>粗品(CL=F)</b>:每桶+0.11美元(+0.15%)至74.94美元</li></blockquote></p><p></li> <li><b>Gold (GC=F)</b>: +$33.70 (+1.96%) to $1,756.60 per ounce</p><p><blockquote><li><b>金(GC=F)</b>:每盎司+33.70美元(+1.96%)至1,756.60美元</li></blockquote></p><p></li> <li><b>10-year Treasury (^TNX)</b>: -1.2 bps to yield 1.5290%</p><p><blockquote><li><b>10年期国债(^TNX)</b>:-1.2个基点,收益率为1.5290%</li></blockquote></p><p></li> </ul> —</p><p><blockquote>—</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/stock-market-news-live-updates-september-30-2021-223533367.html\">Yahoo Finance</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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/stock-market-news-live-updates-september-30-2021-223533367.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166373612","content_text":"Stocks sank on Thursday in the final session of September and the third quarter, with stocks extending a weeks-long streak of volatility as concerns over inflation, the economic backdrop and debates in Washington over a host of measures weighed on equities.\nThe S&P 500 ended the day lower by 1.2%. The index fell by more than 4.5% in September for its first monthly decline since January, with concerns around fiscal and monetary policy, inflation, regulations in China and the ongoing pandemic all colliding to knock equities from their upward trajectory. Still, the S&P 500 remained up by about 15% for the year-to-date through Thursday's close.\nCyclical stocks, though down during Thursday's session, led the way higher in September as investors bet on higher inflation and rising rates. A jump in crude oil prices helped make the energy sector by far the best performer in the S&P 500. Financial stocks also outperformed, with rising Treasury yields serving as a tailwind to bank profitability.\nThe Nasdaq has underperformed over the past month as traders rotated away from the growth and technology stocks that pulled the market higher last year. High-flying technology stocks also got hit as Treasury yields jumped over the past week, with the rising borrowing costs weighing on the valuations of growth companies that rely heavily on expectations of strong future earnings.\n“This feels a lot worse than it actually is because we haven’t had much volatility since last October, last September,” Paul Schatz, Heritage Capital President, told Yahoo Finance Live on Wednesday.\nConcerns about inflation and supply chain issues continued to hamper the markets on Thursday.Shares of Bed Bath & Beyond fell 22.1%after the company said those issues hurt the company’s second-quarter results, and the news appeared to hit fellow retail stocks. Walgreens Boots Alliance and Home Depot fell 3.4% and nearly 2.6%, respectively, making them two of the worst performers in the Dow.\nEnergy and financial stocks, which have been some of the best performers in recent weeks, took a step back on Thursday. Shares of Goldman Sachs were 1.7% lower, while JPMorgan was down 1.3%.\nTech stocks outperformed on Thursday, but the Nasdaq still suffered its fifth-straight losing session. Tech names have been hit by the recent jump in the 10-year Treasury yield, which broke above 1.567% earlier in the week. The measure retreated slightly on Thursday.\nRising yields, fueled by concerns over inflation and the Federal Reserve’s signals that it will soon begin winding down its pandemic-era asset purchases, are seen as a negative for tech stocks because they make far-off future profits look less attractive to investors.\n“We’ve been talking about spooky season — September and October — and the expectation of about a 5% dip from the high. … But we’ve said we don’t expect a correction,” said David Bianco of DWS Group. A correction is typically defined as a pullback of more than 10% from a recent high.\n“We expect yields to climb, and that’s why we’re overweight banks, but we don’t expect yields to surge. And without a surge in yields, we can live with these [valuations],” Bianco added.\nShares of Apple and Amazon finished the day in negative territory after moving higher in morning trading. Chip giant Nvidia and Netflix managed to hold on to their gains but closed well off session highs.\n“We wouldn’t get caught up in any end-of-quarter machinations today and continue to advise fading rallies (especially in tech) as the coming weeks will stay rocky,” wrote Adam Crisafulli of Vital Knowledge.\nSeptember’s losses led to a weak third quarter for the market. For the 3-month period, the Dow dropped 1.9%, while the Nasdaq Composite shed 0.4%. The S&P 500 held on to a modest gain and is still up nearly 15% on the year.\nOctober has a reputation for some violent sell-offs but overall is typically the start of better seasonal performance for stocks. The S&P 500 averages a 0.8% gain for the month, according to the Stock Trader’s Almanac.\nInvestors were also keeping an eye on Washington as Congresspassed a bill that would fund the government through early December. The bill would avert a government shutdown but Congress still has not raised the debt ceiling, which Treasury Secretary Janet Yellen says will be reached on Oct. 18.\nYellen and Fed Chair Jerome Powell testified before the House Financial Services Committee on Thursday. Yellen reiterated her call for Congress to raise the debt ceiling, saying that failure to do so would be “catastrophic.”\nOn the data front,initial jobless claimsfor the prior week came in at 362,000. Economists were expecting a print of 335,000, according to Dow Jones. The October jobs report, which is seen as a key indicator for the Federal Reserve’s next steps, will be released on Oct. 8.\nHere were the main moves in markets as of 4:09 p.m. ET:\n\nS&P 500 (^GSPC): -51.92 (-1.19%) to 4,307.54\nDow (^DJI): -546.80 (-1.59%) to 33,843.92\nNasdaq (^IXIC): -63.86 (-0.44%) to 14,448.58\nCrude (CL=F): +$0.11 (+0.15%) to $74.94 a barrel\nGold (GC=F): +$33.70 (+1.96%) to $1,756.60 per ounce\n10-year Treasury (^TNX): -1.2 bps to yield 1.5290%\n\n—","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839201680,"gmtCreate":1629159410340,"gmtModify":1631893873024,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like and comment back, thanks ","listText":"Please like and comment back, thanks ","text":"Please like and comment back, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/839201680","repostId":"2160278866","repostType":4,"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195267140,"gmtCreate":1621297989780,"gmtModify":1634192707552,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please help to like and comment, thanks ","listText":"Please help to like and comment, thanks ","text":"Please help to like and comment, thanks","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/195267140","repostId":"2136295438","repostType":4,"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":857761077,"gmtCreate":1635561437216,"gmtModify":1635561437785,"author":{"id":"3554958921608603","authorId":"3554958921608603","name":"AS78","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554958921608603","authorIdStr":"3554958921608603"},"themes":[],"htmlText":"Please like, thanks ","listText":"Please like, thanks ","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/857761077","repostId":"2179424781","repostType":4,"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}