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ArsArt
2022-01-09
Nice
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2021-12-29
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2021-12-27
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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>
ArsArt
2021-12-22
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2021-12-15
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2021-12-08
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Meme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote>
ArsArt
2021-11-30
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Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>
ArsArt
2021-11-12
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2021-11-11
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2021-10-28
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2021-10-25
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2021-10-24
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2021-10-22
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2021-10-21
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ArsArt
2021-10-16
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ArsArt
2021-10-14
Good
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ArsArt
2021-10-13
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ArsArt
2021-10-11
Nicee
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ArsArt
2021-10-09
good sharing
6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>
ArsArt
2021-09-30
Good👍🏿👍🏿
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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 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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":1638890853,"share":"https://www.laohu8.com/m/news/1160989369?lang=zh_CN&edition=full","pubTime":"2021-12-07 23:27","market":"us","language":"en","title":"Meme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160989369","media":"Tiger Newspress","summary":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisit","content":"<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.</p><p><blockquote>Meme股票在早盘交易中上涨。Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC和游戏驿站上涨5%至18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></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>Meme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote></title>\n<style 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jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.</p><p><blockquote>Meme股票在早盘交易中上涨。Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC和游戏驿站上涨5%至18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","PHUN":"Phunware, Inc.","BB":"黑莓","EXPR":"Express, Inc.","KOSS":"高斯电子","AMC":"AMC院线","NEGG":"Newegg Comm Inc.","BBBY":"Bed Bath & Beyond Inc","ATER":"Aterian Inc.","OCGN":"Ocugen","BBIG":"Vinco Ventures, Inc.","CLOV":"Clover 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18%.","news_type":1,"symbols_score_info":{"ZOM":0.9,"AMC":0.9,"CLOV":0.9,"GME":0.9,"OCGN":0.9,"DWAC":0.9,"GREE":0.9,"NEGG":0.9,"BBBY":0.9,"PHUN":0.9,"IRNT":0.9,"KOSS":0.9,"MRIN":0.9,"ATER":0.9,"BBIG":0.9,"BB":0.9,"EXPR":0.9}},"isVote":1,"tweetType":1,"viewCount":2896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609056578,"gmtCreate":1638227045774,"gmtModify":1638227045887,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609056578","repostId":"1132344405","repostType":4,"repost":{"id":"1132344405","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":1638198726,"share":"https://www.laohu8.com/m/news/1132344405?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:12","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132344405","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm","content":"<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p><p><blockquote>半导体股早盘上涨。格芯、英伟达、安森美半导体、AMD、高通、赛灵思和美光上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></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>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</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{ 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}\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\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-29 23:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p><p><blockquote>半导体股早盘上涨。格芯、英伟达、安森美半导体、AMD、高通、赛灵思和美光上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","ASML":"阿斯麦","INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AVGO":"博通","TXN":"德州仪器","NVDA":"英伟达","MU":"美光科技","QCOM":"高通","AMD":"美国超微公司","ON":"安森美半导体"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132344405","content_text":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 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sharing","listText":"good sharing","text":"good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821840687","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=zh_CN&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<p> <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b> Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由,以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪(详细信息和链接见下面的简历),以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有,但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面,但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是,主要媒体数据本周变得相当负面,这是另一个良好的逆向信号。(我就不指名道姓了。)而他们的消极在我的书里是看涨信号的事实,并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者,我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人,然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月,最疲软的日子是10月10日和10月11日。然后,这个惨淡的月份之后是季节性强劲的1月至5月阶段,此时市场受到新资金流入的支撑。在此期间,随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束,11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知,病例数和住院人数急剧下降。去年,寒冷的天气并没有迎来冬季COVID流感季节。所以,今年期待同样的事情并不太疯狂,尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来,市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%,这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出,截至10月初,90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%,+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说,当所有人都在寻找修正时,它可能已经发生了。大多数时候,市场有一种有趣的方式来欺骗大多数人,就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是:他们正在进入婚姻和家庭的黄金年龄。此外,经济正在蓬勃发展,所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是:现在每年大约有200万个家庭组成,是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕,锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出,无论美联储是否缩减规模,经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说,最大的因素是消费者,因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是:消费者感到害怕。但当他们的焦虑缓解时,他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量,8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升,但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时,消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出,这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多,大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕,并且充满了未开发的购买力,”保尔森说。他表示:“这种悲观心态加上购买力过剩,从历史上看,市场出现了稳健的上涨,但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b> to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分,我建议选择零售股。他们表现不佳,这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级,因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河,分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率,远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%),该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元,同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元,这使得American Eagle股票的预期市盈率约为13倍,非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听,因为他有一双热情的手。据晨星公司称,他的Hodges小型股基金今年上涨了31%,比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%,该公司销售运动和户外休闲用品。由于户外活动的流行,疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱,但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏,但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品,但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说:“零售业常年受到负面评价,因为每个人都在关注昨天的故事,即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品,这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里,Sharma引用了Lululemon AthleticaLULU,-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI,-1.92%,该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称,请考虑受欢迎的零售巨头TargetTGT,-0.24%,因其“一切都在一个屋檐下”的零售方式。</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>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</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\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-08 22:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b> Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由,以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪(详细信息和链接见下面的简历),以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有,但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面,但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是,主要媒体数据本周变得相当负面,这是另一个良好的逆向信号。(我就不指名道姓了。)而他们的消极在我的书里是看涨信号的事实,并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者,我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人,然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月,最疲软的日子是10月10日和10月11日。然后,这个惨淡的月份之后是季节性强劲的1月至5月阶段,此时市场受到新资金流入的支撑。在此期间,随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束,11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知,病例数和住院人数急剧下降。去年,寒冷的天气并没有迎来冬季COVID流感季节。所以,今年期待同样的事情并不太疯狂,尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来,市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%,这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出,截至10月初,90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%,+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说,当所有人都在寻找修正时,它可能已经发生了。大多数时候,市场有一种有趣的方式来欺骗大多数人,就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是:他们正在进入婚姻和家庭的黄金年龄。此外,经济正在蓬勃发展,所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是:现在每年大约有200万个家庭组成,是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕,锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出,无论美联储是否缩减规模,经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说,最大的因素是消费者,因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是:消费者感到害怕。但当他们的焦虑缓解时,他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量,8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升,但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时,消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出,这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多,大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕,并且充满了未开发的购买力,”保尔森说。他表示:“这种悲观心态加上购买力过剩,从历史上看,市场出现了稳健的上涨,但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b> to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分,我建议选择零售股。他们表现不佳,这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级,因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河,分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率,远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%),该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元,同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元,这使得American Eagle股票的预期市盈率约为13倍,非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听,因为他有一双热情的手。据晨星公司称,他的Hodges小型股基金今年上涨了31%,比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%,该公司销售运动和户外休闲用品。由于户外活动的流行,疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱,但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏,但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品,但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说:“零售业常年受到负面评价,因为每个人都在关注昨天的故事,即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品,这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里,Sharma引用了Lululemon AthleticaLULU,-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI,-1.92%,该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称,请考虑受欢迎的零售巨头TargetTGT,-0.24%,因其“一切都在一个屋檐下”的零售方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">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":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865668323,"gmtCreate":1632976814145,"gmtModify":1632976869175,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Good👍🏿👍🏿","listText":"Good👍🏿👍🏿","text":"Good👍🏿👍🏿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865668323","repostId":"2171986054","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":143935163,"gmtCreate":1625754957952,"gmtModify":1631885405833,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LU\">$Lufax(LU)$</a> 经过今天突然的暴跌变成-35%,刚买入了一点拉低了均价变-22.41%","listText":"<a href=\"https://laohu8.com/S/LU\">$Lufax(LU)$</a> 经过今天突然的暴跌变成-35%,刚买入了一点拉低了均价变-22.41%","text":"$Lufax(LU)$ 经过今天突然的暴跌变成-35%,刚买入了一点拉低了均价变-22.41%","images":[{"img":"https://static.tigerbbs.com/e219457af1f56842e9d5f19e493d09c2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/143935163","isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478234019573091","authorId":"3478234019573091","name":"诸葛长风","avatar":"https://static.tigerbbs.com/584cf6f8ebdb0236f3440d305ea4effc","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3478234019573091","idStr":"3478234019573091"},"content":"下跌途中补仓是错误的,我刚得过教训,损失惨重。","text":"下跌途中补仓是错误的,我刚得过教训,损失惨重。","html":"下跌途中补仓是错误的,我刚得过教训,损失惨重。"},{"author":{"id":"3492144235921995","authorId":"3492144235921995","name":"cassi","avatar":"https://static.tigerbbs.com/795a6606a2b8a1ec139b9aed1cb438f0","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3492144235921995","idStr":"3492144235921995"},"content":"不要太早补","text":"不要太早补","html":"不要太早补"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851390946,"gmtCreate":1634867871881,"gmtModify":1634868058262,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/851390946","repostId":"2177462128","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691628589,"gmtCreate":1640185792152,"gmtModify":1640185792236,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691628589","repostId":"2193920361","repostType":4,"isVote":1,"tweetType":1,"viewCount":2421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858466866,"gmtCreate":1635116947172,"gmtModify":1635116947340,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858466866","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120583915,"gmtCreate":1624327796137,"gmtModify":1631889368352,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01789\">$AK MEDICAL(01789)$</a>今天是吃了伟哥吗🤔","listText":"<a href=\"https://laohu8.com/S/01789\">$AK MEDICAL(01789)$</a>今天是吃了伟哥吗🤔","text":"$AK MEDICAL(01789)$今天是吃了伟哥吗🤔","images":[{"img":"https://static.tigerbbs.com/b282f006882d2974b5d527584cf268af","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/120583915","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584008441055369","authorId":"3584008441055369","name":"290193d","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3584008441055369","idStr":"3584008441055369"},"content":"涨了还不好吗","text":"涨了还不好吗","html":"涨了还不好吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870975651,"gmtCreate":1636585568217,"gmtModify":1636585568287,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/870975651","repostId":"2182058925","repostType":4,"isVote":1,"tweetType":1,"viewCount":2038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696519999,"gmtCreate":1640733582950,"gmtModify":1640733583046,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696519999","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606430819,"gmtCreate":1638918180483,"gmtModify":1638918180557,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606430819","repostId":"1160989369","repostType":4,"repost":{"id":"1160989369","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":1638890853,"share":"https://www.laohu8.com/m/news/1160989369?lang=zh_CN&edition=full","pubTime":"2021-12-07 23:27","market":"us","language":"en","title":"Meme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160989369","media":"Tiger Newspress","summary":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisit","content":"<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.</p><p><blockquote>Meme股票在早盘交易中上涨。Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC和游戏驿站上涨5%至18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></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>Meme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote></title>\n<style 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#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\">\nMeme stocks jumped in morning trading<blockquote>模因股票早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-07 23:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.</p><p><blockquote>Meme股票在早盘交易中上涨。Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC和游戏驿站上涨5%至18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","PHUN":"Phunware, Inc.","BB":"黑莓","EXPR":"Express, Inc.","KOSS":"高斯电子","AMC":"AMC院线","NEGG":"Newegg Comm Inc.","BBBY":"Bed Bath & Beyond Inc","ATER":"Aterian Inc.","OCGN":"Ocugen","BBIG":"Vinco Ventures, Inc.","CLOV":"Clover Health Corp","GREE":"Greenidge Generation Holdings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160989369","content_text":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.","news_type":1,"symbols_score_info":{"ZOM":0.9,"AMC":0.9,"CLOV":0.9,"GME":0.9,"OCGN":0.9,"DWAC":0.9,"GREE":0.9,"NEGG":0.9,"BBBY":0.9,"PHUN":0.9,"IRNT":0.9,"KOSS":0.9,"MRIN":0.9,"ATER":0.9,"BBIG":0.9,"BB":0.9,"EXPR":0.9}},"isVote":1,"tweetType":1,"viewCount":2896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609056578,"gmtCreate":1638227045774,"gmtModify":1638227045887,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609056578","repostId":"1132344405","repostType":4,"repost":{"id":"1132344405","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":1638198726,"share":"https://www.laohu8.com/m/news/1132344405?lang=zh_CN&edition=full","pubTime":"2021-11-29 23:12","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132344405","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm","content":"<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p><p><blockquote>半导体股早盘上涨。格芯、英伟达、安森美半导体、AMD、高通、赛灵思和美光上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></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>Semiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</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{ 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}\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\">\nSemiconductor stocks climbed in morning trading<blockquote>半导体股早盘攀升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-29 23:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.</p><p><blockquote>半导体股早盘上涨。格芯、英伟达、安森美半导体、AMD、高通、赛灵思和美光上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6cedf38fd5b7ce1db61ab84ea5d27f0c\" tg-width=\"410\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","ASML":"阿斯麦","INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AVGO":"博通","TXN":"德州仪器","NVDA":"英伟达","MU":"美光科技","QCOM":"高通","AMD":"美国超微公司","ON":"安森美半导体"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132344405","content_text":"Semiconductor stocks climbed in morning trading.GlobalFoundries,Nvidia,ON Semiconductor,AMD,Qualcomm,Xilinx and Micron rose between 2% and 7%.","news_type":1,"symbols_score_info":{"ON":0.9,"ASML":0.9,"XLNX":0.9,"AMD":0.9,"AVGO":0.9,"INTC":0.9,"GFS":0.9,"TSM":0.9,"NVDA":0.9,"MU":0.9,"TXN":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":2786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858175914,"gmtCreate":1635030681724,"gmtModify":1635030681843,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858175914","repostId":"2177121214","repostType":4,"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113406879,"gmtCreate":1622630556291,"gmtModify":1631885194444,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Gogo power ranger👍🏿","listText":"Gogo power ranger👍🏿","text":"Gogo power ranger👍🏿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/113406879","repostId":"1104336218","repostType":4,"repost":{"id":"1104336218","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":1622628284,"share":"https://www.laohu8.com/m/news/1104336218?lang=zh_CN&edition=full","pubTime":"2021-06-02 18:04","market":"us","language":"en","title":"RLX Technology Q1 revenues $366.1 million,up 48.2% YOY<blockquote>RLX科技第一季度营收3.661亿美元,同比增长48.2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104336218","media":"Tiger Newspress","summary":"RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited finan","content":"<p>RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.</p><p><blockquote>国内领先的品牌电子烟公司RLX科技公司今天公布了截至2021年3月31日的第一季度未经审计的财务业绩。</blockquote></p><p><b><u>First Quarter 2021 Financial Highlights</u></b></p><p><blockquote><b><u>2021年第一季度财务摘要</u></b></blockquote></p><p><ul><li><b>Net revenues</b> were RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from RMB1,618.5 millionin the fourth quarter of 2020.</li><li><b>Gross margin</b> was 46.0%, compared to 42.9% in the fourth quarter of 2020.</li><li><b>GAAP</b> <b>netloss</b> was RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.</li><li><b>Non-GAAP net income[1]</b>was RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</li></ul>RLX Technology stock surged 5% in premarket trading.</p><p><blockquote><ul><li><b>净收入</b>为人民币23.985亿元(3.661亿美元),较2020年第四季度的人民币16.185亿元增长48.2%。</li><li><b>毛利率</b>为46.0%,而2020年第四季度为42.9%。</li><li><b>GAAP</b> <b>净损失</b>为人民币2.67亿元(4080万美元),而2020年第四季度为人民币2.367亿元。</li><li><b>非公认会计准则净利润[1]</b>为人民币6.105亿元(9320万美元),较2020年第四季度的人民币4.193亿元增长45.6%。</li></ul>RLX科技股价在盘前交易中飙升5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f8e41217bab21ae2e0b69073c4d5e48b\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p>\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"</p><p><blockquote>RLX科技联合创始人、董事会主席兼首席执行官王英女士表示:“2021年开局良好,我们业务的关键绩效指标强劲增长。”“具体来说,我们分销网络的扩张推动了强劲的环比增长,进一步证明了用户对我们电子蒸汽产品组合的持续需求。”</blockquote></p><p>\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened our<i>Quality Lab</i>to further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.</p><p><blockquote>“作为中国电子烟产品的首选品牌,我们继续致力于投资深化我们的科学研究、改进我们的技术和产品开发、扩大我们的分销网络和零售店,以及增强供应链和生产能力。<i>质量实验室</i>进一步加强我们的质量保证和控制能力,并开始开发我们的第二个和第三个独家生产工厂,以提高我们的生产能力。我们相信,我们处于有利地位,可以进一步抓住中国电子蒸汽行业的增长潜力。”王女士总结道。</blockquote></p><p>\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"</p><p><blockquote>“我们2021年第一季度的强劲业绩证明了我们在满足用户对可靠、创新和值得信赖的产品的需求方面的强大能力,”首席财务官Chao Lu先生表示。“基于收入的快速增长和持续努力提高运营杠杆,我们的毛利率和非公认会计准则净利润率在第一季度保持稳定。我们将继续通过增强我们的产品组合和加强我们的品牌来追求用户价值创造在市场上的领导地位。”</blockquote></p><p><b><u>First Quarter 2021 Unaudited Financial Results</u></b></p><p><blockquote><b><u>2021年第一季度未经审计的财务业绩</u></b></blockquote></p><p><b>Net revenues</b> increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.</p><p><blockquote><b>净收入</b>从2020年第四季度的人民币16.185亿元增长48.2%至2021年第一季度的人民币23.985亿元(3.661亿美元)。该增加主要是由于向线下分销商销售的净收入增加,这主要归因于公司分销和零售网络的扩张。</blockquote></p><p><b>Gross profit</b> increased by 59.1% to RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.</p><p><blockquote><b>毛利</b>从2020年第四季度的人民币6.941亿元增长59.1%至2021年第一季度的人民币11.041亿元(1.685亿美元)。</blockquote></p><p><b>Gross margin</b> increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.</p><p><blockquote><b>毛利率</b>2021年第一季度增至46.0%,而2020年第四季度为42.9%。</blockquote></p><p><b>Operating expenses</b> wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.</p><p><blockquote><b>营业费用</b>2021年第一季度为12.16亿元人民币(1.856亿美元),较2020年第四季度的8.526亿元人民币增长42.6%。</blockquote></p><p><i>Selling expenses</i>increased by 48.2% to RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.</p><p><blockquote><i>销售费用</i>从2020年第四季度的人民币1.967亿元增长48.2%至2021年第一季度的人民币2.915亿元(4450万美元)。该增加主要由于(i)薪金及福利增加、(ii)品牌材料开支增加及(iii)运输开支增加所致。</blockquote></p><p><i>General and administrative expenses</i> increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.</p><p><blockquote><i>一般及行政开支</i>从2020年第四季度的4.47亿元人民币增长59.5%至2021年第一季度的7.128亿元人民币(1.088亿美元)。该增加主要由于(i)薪金及福利增加,及(ii)以股份为基础的薪酬开支增加,惟部分被法律及其他谘询费用减少所抵销。</blockquote></p><p><i>Research and development expenses</i>increased by 1.3% to RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.</p><p><blockquote><i>研发费用</i>从2020年第四季度的人民币2.089亿元增长1.3%至2021年第一季度的人民币2.116亿元(3230万美元)。该增加主要由于薪金及福利增加所致,惟部分被(i)以股份为基础的薪酬开支减少及(ii)重大开支减少所抵销。</blockquote></p><p>Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9 million) in the first quarter of 2021 andRMB656.1 million in the fourth quarter of 2020.</p><p><blockquote>2021年第一季度,销售费用、一般及管理费用以及研发费用中确认的股份薪酬费用总额为人民币8.775亿元(1.339亿美元),2020年第四季度为人民币6.561亿元。</blockquote></p><p></p><p><b>Loss from operations</b> was RMB111.9 million (US$17.1 million) in the first quarter of 2021, compared withRMB158.5 million in the fourth quarter of 2020.</p><p><blockquote><b>经营亏损</b>2021年第一季度为人民币1.119亿元(1710万美元),而2020年第四季度为人民币1.585亿元。</blockquote></p><p><b>Income tax expense</b> wasRMB176.3 million (US$26.9 million) in the first quarter of 2021, compared withRMB110.6 million in the fourth quarter of 2020, primarily due to an increase in taxable income.</p><p><blockquote><b>所得税费用</b>2021年第一季度为人民币1.763亿元(2690万美元),而2020年第四季度为人民币1.106亿元,主要是由于应税收入增加。</blockquote></p><p><b>GAAPnet loss</b> was RMB267.0 million (US$40.8 million) in the first quarter of 2021, compared withRMB236.7 million in the fourth quarter of 2020.</p><p><blockquote><b>GAAPnet损失</b>2021年第一季度为人民币2.670亿元(4080万美元),而2020年第四季度为人民币2.367亿元。</blockquote></p><p><b>Non-GAAP net income</b> was RMB610.5 million(US$93.2 million) in the first quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</p><p><blockquote><b>非公认会计准则净利润</b>2021年第一季度为人民币6.105亿元(9320万美元),较2020年第四季度的人民币4.193亿元增长45.6%。</blockquote></p><p><b>GAAP basic and diluted net loss per American depositary share (\"ADS\")</b> were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.</p><p><blockquote><b>GAAP每股美国存托股(“ADS”)基本和摊薄净亏损</b>2021年第一季度均为0.174元人民币(0.027美元),而2020年第四季度为0.165元人民币。</blockquote></p><p><b>Non-GAAP basic and diluted netincome per ADS[2]</b>were both RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.</p><p><blockquote><b>非GAAP每股美国存托凭证基本和摊薄净收入[2]</b>2021年第一季度均为人民币0.398元(0.061美元),而2020年第四季度为人民币0.292元。</blockquote></p><p><b><u>Balance Sheet</u></b></p><p><blockquote><b><u>资产负债表</u></b></blockquote></p><p>As ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8 million (US$2,203.6 million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.</p><p><blockquote>截至2021年3月31日,公司的现金及现金等价物、限制性现金、短期银行存款、短期投资和长期银行存款为人民币144.378亿元(22.036亿美元),而截至2020年12月31日为人民币34.214亿元。该增加主要是由于公司2021年1月首次公开募股筹集的所得款项净额所致。截至2021年3月31日,约16.472亿美元(人民币107.922亿元)以美元计价。</blockquote></p><p><b><u>Business Outlook</u></b></p><p><blockquote><b><u>业务展望</u></b></blockquote></p><p>For the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.</p><p><blockquote>对于2021年第二季度,公司目前预计净收入将超过人民币28.5亿元,预计非公认会计准则净利润将超过人民币7.2亿元。公司的预期GAAP净利润将包括基于股份的薪酬费用,这些费用取决于公司的股价,如果不付出不合理的努力就无法获得。该公司目前还预计毛利率将保持稳定。</blockquote></p><p>The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.</p><p><blockquote>上述展望基于当前市场状况,包括与COVID-19大流行相关的市场状况,反映了公司对市场和运营状况以及用户需求的初步估计,这些都可能发生变化。有关与前瞻性陈述相关的风险,请参阅本新闻稿中的“安全港声明”。</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>RLX Technology Q1 revenues $366.1 million,up 48.2% YOY<blockquote>RLX科技第一季度营收3.661亿美元,同比增长48.2%</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\">\nRLX Technology Q1 revenues $366.1 million,up 48.2% YOY<blockquote>RLX科技第一季度营收3.661亿美元,同比增长48.2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-02 18:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.</p><p><blockquote>国内领先的品牌电子烟公司RLX科技公司今天公布了截至2021年3月31日的第一季度未经审计的财务业绩。</blockquote></p><p><b><u>First Quarter 2021 Financial Highlights</u></b></p><p><blockquote><b><u>2021年第一季度财务摘要</u></b></blockquote></p><p><ul><li><b>Net revenues</b> were RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from RMB1,618.5 millionin the fourth quarter of 2020.</li><li><b>Gross margin</b> was 46.0%, compared to 42.9% in the fourth quarter of 2020.</li><li><b>GAAP</b> <b>netloss</b> was RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.</li><li><b>Non-GAAP net income[1]</b>was RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</li></ul>RLX Technology stock surged 5% in premarket trading.</p><p><blockquote><ul><li><b>净收入</b>为人民币23.985亿元(3.661亿美元),较2020年第四季度的人民币16.185亿元增长48.2%。</li><li><b>毛利率</b>为46.0%,而2020年第四季度为42.9%。</li><li><b>GAAP</b> <b>净损失</b>为人民币2.67亿元(4080万美元),而2020年第四季度为人民币2.367亿元。</li><li><b>非公认会计准则净利润[1]</b>为人民币6.105亿元(9320万美元),较2020年第四季度的人民币4.193亿元增长45.6%。</li></ul>RLX科技股价在盘前交易中飙升5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/f8e41217bab21ae2e0b69073c4d5e48b\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p>\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"</p><p><blockquote>RLX科技联合创始人、董事会主席兼首席执行官王英女士表示:“2021年开局良好,我们业务的关键绩效指标强劲增长。”“具体来说,我们分销网络的扩张推动了强劲的环比增长,进一步证明了用户对我们电子蒸汽产品组合的持续需求。”</blockquote></p><p>\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened our<i>Quality Lab</i>to further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.</p><p><blockquote>“作为中国电子烟产品的首选品牌,我们继续致力于投资深化我们的科学研究、改进我们的技术和产品开发、扩大我们的分销网络和零售店,以及增强供应链和生产能力。<i>质量实验室</i>进一步加强我们的质量保证和控制能力,并开始开发我们的第二个和第三个独家生产工厂,以提高我们的生产能力。我们相信,我们处于有利地位,可以进一步抓住中国电子蒸汽行业的增长潜力。”王女士总结道。</blockquote></p><p>\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"</p><p><blockquote>“我们2021年第一季度的强劲业绩证明了我们在满足用户对可靠、创新和值得信赖的产品的需求方面的强大能力,”首席财务官Chao Lu先生表示。“基于收入的快速增长和持续努力提高运营杠杆,我们的毛利率和非公认会计准则净利润率在第一季度保持稳定。我们将继续通过增强我们的产品组合和加强我们的品牌来追求用户价值创造在市场上的领导地位。”</blockquote></p><p><b><u>First Quarter 2021 Unaudited Financial Results</u></b></p><p><blockquote><b><u>2021年第一季度未经审计的财务业绩</u></b></blockquote></p><p><b>Net revenues</b> increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.</p><p><blockquote><b>净收入</b>从2020年第四季度的人民币16.185亿元增长48.2%至2021年第一季度的人民币23.985亿元(3.661亿美元)。该增加主要是由于向线下分销商销售的净收入增加,这主要归因于公司分销和零售网络的扩张。</blockquote></p><p><b>Gross profit</b> increased by 59.1% to RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.</p><p><blockquote><b>毛利</b>从2020年第四季度的人民币6.941亿元增长59.1%至2021年第一季度的人民币11.041亿元(1.685亿美元)。</blockquote></p><p><b>Gross margin</b> increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.</p><p><blockquote><b>毛利率</b>2021年第一季度增至46.0%,而2020年第四季度为42.9%。</blockquote></p><p><b>Operating expenses</b> wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.</p><p><blockquote><b>营业费用</b>2021年第一季度为12.16亿元人民币(1.856亿美元),较2020年第四季度的8.526亿元人民币增长42.6%。</blockquote></p><p><i>Selling expenses</i>increased by 48.2% to RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.</p><p><blockquote><i>销售费用</i>从2020年第四季度的人民币1.967亿元增长48.2%至2021年第一季度的人民币2.915亿元(4450万美元)。该增加主要由于(i)薪金及福利增加、(ii)品牌材料开支增加及(iii)运输开支增加所致。</blockquote></p><p><i>General and administrative expenses</i> increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.</p><p><blockquote><i>一般及行政开支</i>从2020年第四季度的4.47亿元人民币增长59.5%至2021年第一季度的7.128亿元人民币(1.088亿美元)。该增加主要由于(i)薪金及福利增加,及(ii)以股份为基础的薪酬开支增加,惟部分被法律及其他谘询费用减少所抵销。</blockquote></p><p><i>Research and development expenses</i>increased by 1.3% to RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.</p><p><blockquote><i>研发费用</i>从2020年第四季度的人民币2.089亿元增长1.3%至2021年第一季度的人民币2.116亿元(3230万美元)。该增加主要由于薪金及福利增加所致,惟部分被(i)以股份为基础的薪酬开支减少及(ii)重大开支减少所抵销。</blockquote></p><p>Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9 million) in the first quarter of 2021 andRMB656.1 million in the fourth quarter of 2020.</p><p><blockquote>2021年第一季度,销售费用、一般及管理费用以及研发费用中确认的股份薪酬费用总额为人民币8.775亿元(1.339亿美元),2020年第四季度为人民币6.561亿元。</blockquote></p><p></p><p><b>Loss from operations</b> was RMB111.9 million (US$17.1 million) in the first quarter of 2021, compared withRMB158.5 million in the fourth quarter of 2020.</p><p><blockquote><b>经营亏损</b>2021年第一季度为人民币1.119亿元(1710万美元),而2020年第四季度为人民币1.585亿元。</blockquote></p><p><b>Income tax expense</b> wasRMB176.3 million (US$26.9 million) in the first quarter of 2021, compared withRMB110.6 million in the fourth quarter of 2020, primarily due to an increase in taxable income.</p><p><blockquote><b>所得税费用</b>2021年第一季度为人民币1.763亿元(2690万美元),而2020年第四季度为人民币1.106亿元,主要是由于应税收入增加。</blockquote></p><p><b>GAAPnet loss</b> was RMB267.0 million (US$40.8 million) in the first quarter of 2021, compared withRMB236.7 million in the fourth quarter of 2020.</p><p><blockquote><b>GAAPnet损失</b>2021年第一季度为人民币2.670亿元(4080万美元),而2020年第四季度为人民币2.367亿元。</blockquote></p><p><b>Non-GAAP net income</b> was RMB610.5 million(US$93.2 million) in the first quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</p><p><blockquote><b>非公认会计准则净利润</b>2021年第一季度为人民币6.105亿元(9320万美元),较2020年第四季度的人民币4.193亿元增长45.6%。</blockquote></p><p><b>GAAP basic and diluted net loss per American depositary share (\"ADS\")</b> were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.</p><p><blockquote><b>GAAP每股美国存托股(“ADS”)基本和摊薄净亏损</b>2021年第一季度均为0.174元人民币(0.027美元),而2020年第四季度为0.165元人民币。</blockquote></p><p><b>Non-GAAP basic and diluted netincome per ADS[2]</b>were both RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.</p><p><blockquote><b>非GAAP每股美国存托凭证基本和摊薄净收入[2]</b>2021年第一季度均为人民币0.398元(0.061美元),而2020年第四季度为人民币0.292元。</blockquote></p><p><b><u>Balance Sheet</u></b></p><p><blockquote><b><u>资产负债表</u></b></blockquote></p><p>As ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8 million (US$2,203.6 million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.</p><p><blockquote>截至2021年3月31日,公司的现金及现金等价物、限制性现金、短期银行存款、短期投资和长期银行存款为人民币144.378亿元(22.036亿美元),而截至2020年12月31日为人民币34.214亿元。该增加主要是由于公司2021年1月首次公开募股筹集的所得款项净额所致。截至2021年3月31日,约16.472亿美元(人民币107.922亿元)以美元计价。</blockquote></p><p><b><u>Business Outlook</u></b></p><p><blockquote><b><u>业务展望</u></b></blockquote></p><p>For the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.</p><p><blockquote>对于2021年第二季度,公司目前预计净收入将超过人民币28.5亿元,预计非公认会计准则净利润将超过人民币7.2亿元。公司的预期GAAP净利润将包括基于股份的薪酬费用,这些费用取决于公司的股价,如果不付出不合理的努力就无法获得。该公司目前还预计毛利率将保持稳定。</blockquote></p><p>The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.</p><p><blockquote>上述展望基于当前市场状况,包括与COVID-19大流行相关的市场状况,反映了公司对市场和运营状况以及用户需求的初步估计,这些都可能发生变化。有关与前瞻性陈述相关的风险,请参阅本新闻稿中的“安全港声明”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104336218","content_text":"RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.First Quarter 2021 Financial HighlightsNet revenues were RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from RMB1,618.5 millionin the fourth quarter of 2020.Gross margin was 46.0%, compared to 42.9% in the fourth quarter of 2020.GAAP netloss was RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.Non-GAAP net income[1]was RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.RLX Technology stock surged 5% in premarket trading.\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened ourQuality Labto further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"First Quarter 2021 Unaudited Financial ResultsNet revenues increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.Gross profit increased by 59.1% to RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.Gross margin increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.Operating expenses wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.Selling expensesincreased by 48.2% to RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.General and administrative expenses increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.Research and development expensesincreased by 1.3% to RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9 million) in the first quarter of 2021 andRMB656.1 million in the fourth quarter of 2020.Loss from operations was RMB111.9 million (US$17.1 million) in the first quarter of 2021, compared withRMB158.5 million in the fourth quarter of 2020.Income tax expense wasRMB176.3 million (US$26.9 million) in the first quarter of 2021, compared withRMB110.6 million in the fourth quarter of 2020, primarily due to an increase in taxable income.GAAPnet loss was RMB267.0 million (US$40.8 million) in the first quarter of 2021, compared withRMB236.7 million in the fourth quarter of 2020.Non-GAAP net income was RMB610.5 million(US$93.2 million) in the first quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.GAAP basic and diluted net loss per American depositary share (\"ADS\") were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.Non-GAAP basic and diluted netincome per ADS[2]were both RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.Balance SheetAs ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8 million (US$2,203.6 million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.Business OutlookFor the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.","news_type":1,"symbols_score_info":{"RLX":0.9}},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373843894,"gmtCreate":1618840380618,"gmtModify":1631889368469,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a> 亏到看不不见路了","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a> 亏到看不不见路了","text":"$Skillz Inc(SKLZ)$ 亏到看不不见路了","images":[{"img":"https://static.tigerbbs.com/16c39792d5c646f6fe23be011c348704","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/373843894","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696025040,"gmtCreate":1640579842375,"gmtModify":1640579842502,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696025040","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; 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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\">\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":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879023517,"gmtCreate":1636672295641,"gmtModify":1636672295775,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879023517","repostId":"1138997737","repostType":4,"isVote":1,"tweetType":1,"viewCount":2167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853399979,"gmtCreate":1634772062393,"gmtModify":1634772063077,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853399979","repostId":"2177314294","repostType":4,"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607804070,"gmtCreate":1639521595981,"gmtModify":1639521596082,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607804070","repostId":"2191937155","repostType":4,"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827994927,"gmtCreate":1634385375208,"gmtModify":1634385375318,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827994927","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828224852,"gmtCreate":1633918163146,"gmtModify":1633918172821,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828224852","repostId":"2174971913","repostType":4,"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821840687,"gmtCreate":1633734793668,"gmtModify":1633734793823,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"good sharing","listText":"good sharing","text":"good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821840687","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=zh_CN&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<p> <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b> Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由,以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪(详细信息和链接见下面的简历),以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有,但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面,但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是,主要媒体数据本周变得相当负面,这是另一个良好的逆向信号。(我就不指名道姓了。)而他们的消极在我的书里是看涨信号的事实,并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者,我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人,然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月,最疲软的日子是10月10日和10月11日。然后,这个惨淡的月份之后是季节性强劲的1月至5月阶段,此时市场受到新资金流入的支撑。在此期间,随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束,11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知,病例数和住院人数急剧下降。去年,寒冷的天气并没有迎来冬季COVID流感季节。所以,今年期待同样的事情并不太疯狂,尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来,市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%,这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出,截至10月初,90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%,+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说,当所有人都在寻找修正时,它可能已经发生了。大多数时候,市场有一种有趣的方式来欺骗大多数人,就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是:他们正在进入婚姻和家庭的黄金年龄。此外,经济正在蓬勃发展,所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是:现在每年大约有200万个家庭组成,是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕,锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出,无论美联储是否缩减规模,经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说,最大的因素是消费者,因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是:消费者感到害怕。但当他们的焦虑缓解时,他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量,8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升,但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时,消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出,这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多,大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕,并且充满了未开发的购买力,”保尔森说。他表示:“这种悲观心态加上购买力过剩,从历史上看,市场出现了稳健的上涨,但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b> to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分,我建议选择零售股。他们表现不佳,这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级,因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河,分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率,远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%),该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元,同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元,这使得American Eagle股票的预期市盈率约为13倍,非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听,因为他有一双热情的手。据晨星公司称,他的Hodges小型股基金今年上涨了31%,比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%,该公司销售运动和户外休闲用品。由于户外活动的流行,疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱,但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏,但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品,但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说:“零售业常年受到负面评价,因为每个人都在关注昨天的故事,即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品,这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里,Sharma引用了Lululemon AthleticaLULU,-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI,-1.92%,该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称,请考虑受欢迎的零售巨头TargetTGT,-0.24%,因其“一切都在一个屋檐下”的零售方式。</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>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</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\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-08 22:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b> Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买给零售股带来了动力。</b>没有什么比十月的一点动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但是不要让他们的消极影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由,以及目前最值得考虑的行业之一的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1.情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪(详细信息和链接见下面的简历),以在市场上进行逆向“评级”。虽然你的大部分资金应该长期持有,但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其负面,但本周下跌足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是,主要媒体数据本周变得相当负面,这是另一个良好的逆向信号。(我就不指名道姓了。)而他们的消极在我的书里是看涨信号的事实,并不意味着我认为他们是密集的。只是高调的媒体评论员是共识海绵。这是一种职业危害——作为投资者,我们可以利用这一点。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体发言人,然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2.季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月,最疲软的日子是10月10日和10月11日。然后,这个惨淡的月份之后是季节性强劲的1月至5月阶段,此时市场受到新资金流入的支撑。在此期间,随着股市从10月份的疲软中反弹以及共同基金税收损失销售季节的结束,11月和12月可能会表现强劲。那是十月底完成的。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3.新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>众所周知,病例数和住院人数急剧下降。去年,寒冷的天气并没有迎来冬季COVID流感季节。所以,今年期待同样的事情并不太疯狂,尤其是考虑到所有已经接种疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.修正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>入夏以来,市场经历了各板块的滚动回调。罗素2000RUT,+0.14%8月份下跌超过10%,这是回调的定义。周期性、零售、科技等都受到了打击。嘉信理财首席投资策略师Liz Ann Sonders指出,截至10月初,90%或更多的标准普尔500SPX(-0.05%)和纳斯达克综合指数(-0.28%)股票已较2021年高点下跌至少10%,+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说,当所有人都在寻找修正时,它可能已经发生了。大多数时候,市场有一种有趣的方式来欺骗大多数人,就是这种方式。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5.家庭结构强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于放弃了父母的地下室——如果这种陈词滥调有任何真实性的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>事实是:他们正在进入婚姻和家庭的黄金年龄。此外,经济正在蓬勃发展,所以他们有足够的信心投入到住房所有权。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是:现在每年大约有200万个家庭组成,是过去五年的两倍多。购房者不得不购买很多东西来填满这些新房子。这是一个内置的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者害怕,锁定和装载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group经济学家兼策略师吉姆·保尔森(Jim Paulsen)指出,无论美联储是否缩减规模,经济中至少有六种自然刺激来源可以推动经济增长。一个是上面提到的家庭结构。另一个原因是公司库存水平较低——它们必须大量补货。但对我来说,最大的因素是消费者,因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线是:消费者感到害怕。但当他们的焦虑缓解时,他们有大量的购买力可以利用——也许是随着新冠疫情的继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数衡量,8月份消费者信心处于大流行开始以来的最低水平。9月份有所上升,但仍处于低位。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>与此同时,消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出,这是6%-7%左右的长期平均水平的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要错误地认为这只是富人因为股市而变得更富。房价也涨了很多,大多数人都有自己的房子。家庭债务与个人收入之比为1985年以来最低。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“消费者感到害怕,并且充满了未开发的购买力,”保尔森说。他表示:“这种悲观心态加上购买力过剩,从历史上看,市场出现了稳健的上涨,但很少出现下跌。”“这个比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b> to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分,我建议选择零售股。他们表现不佳,这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将Bath&Body WorksBBWI,-0.74%视为一家拥有护城河且交易折扣的零售商。这家身体护理和家用香水零售商获得四星级评级,因为其股票交易价格远低于晨星公司对该名称79美元的“公允价值”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河,分析师Jaime Katz列举了该公司强大的品牌、在该领域的领导地位以及30%的平均投资资本回报率,远高于其8%的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX(+1.83%)的投资组合经理埃里克·马歇尔(Eric Marshall)看好服装零售商American Eagle OutfittersAEO(0.36%),该股较今年高点下跌了35%以上。该公司第二季度营收达到创纪录的11.9亿美元,同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的Aerie品牌。马歇尔认为该公司今年每股收益将超过2美元,这使得American Eagle股票的预期市盈率约为13倍,非常便宜。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听,因为他有一双热情的手。据晨星公司称,他的Hodges小型股基金今年上涨了31%,比小型混合基金和罗素2000指数基准高出12至18个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢Academy Sports and OutdoorsASO,-0.91%,该公司销售运动和户外休闲用品。由于户外活动的流行,疫情对这家公司来说是一笔意外之财。强劲的大流行销售帮助该公司降低了高债务水平。分析师担心大流行引发的户外活动的受欢迎程度将会减弱,但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对亚马逊MAMZN(0.03%)和沃尔玛WMT(0.03%)的力量感到敬畏,但Motley Fool零售行业分析师Asit Sharma更青睐掌握“直接面向消费者”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品,但也提供购物者想要的送货选择组合——包括在店内提货网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>夏尔马说:“零售业常年受到负面评价,因为每个人都在关注昨天的故事,即亚马逊和沃尔玛正在关闭所有实体店。”但事实并非如此。许多零售商提供出色的店内体验和独特的产品,这是这两家零售巨头无法真正提供的。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里,Sharma引用了Lululemon AthleticaLULU,-0.88%。“我们喜欢该公司在面料方面投入自己的研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>夏尔马还青睐Yeti HoldingsYETI,-1.92%,该公司销售冷却器、“饮品”和户外设备。对于较大的股票名称,请考虑受欢迎的零售巨头TargetTGT,-0.24%,因其“一切都在一个屋檐下”的零售方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">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":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865668323,"gmtCreate":1632976814145,"gmtModify":1632976869175,"author":{"id":"3563497156666305","authorId":"3563497156666305","name":"ArsArt","avatar":"https://static.tigerbbs.com/704db10def2b958d7325048354ec5fd1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563497156666305","idStr":"3563497156666305"},"themes":[],"htmlText":"Good👍🏿👍🏿","listText":"Good👍🏿👍🏿","text":"Good👍🏿👍🏿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865668323","repostId":"2171986054","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}