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Francis1977
2021-12-29
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Francis1977
2021-12-28
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Francis1977
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>
Francis1977
2021-12-26
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2021-12-25
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2021-12-24
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2021-12-23
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2021-12-22
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2021-12-21
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2021-12-20
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Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>
Francis1977
2021-12-19
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2021-12-18
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2021-12-16
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2021-12-15
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2021-12-14
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Francis1977
2021-12-13
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Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>
Francis1977
2021-12-12
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2021-12-11
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2021-12-10
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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":{"SPY.AU":"SPDR® S&P 500® ETF Trust","BK4541":"氢能源","FCEL":"燃料电池能源","BK4096":"电气部件与设备"},"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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06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","MU":"美光科技","PAYX":"沛齐",".SPX":"S&P 500 Index","KMX":"车美仕","CTAS":"信达思","GIS":"通用磨坊"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"PAYX":0.9,"CTAS":0.9,".IXIC":0.9,".SPX":0.9,"KMX":0.9,"GIS":0.9,"MU":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699441428,"gmtCreate":1639882524971,"gmtModify":1639882783180,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563665942813728","idStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699441428","repostId":"2192903795","repostType":4,"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699686344,"gmtCreate":1639792238238,"gmtModify":1639792238521,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563665942813728","idStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699686344","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690466485,"gmtCreate":1639702571600,"gmtModify":1639702571884,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563665942813728","idStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690466485","repostId":"2192942001","repostType":4,"isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607749280,"gmtCreate":1639608815245,"gmtModify":1639608815513,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563665942813728","idStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607749280","repostId":"2191994940","repostType":4,"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607622094,"gmtCreate":1639535011830,"gmtModify":1639535122396,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563665942813728","idStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607622094","repostId":"2191784951","repostType":4,"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604487426,"gmtCreate":1639439449120,"gmtModify":1639439449349,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563665942813728","idStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604487426","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604372319,"gmtCreate":1639355737530,"gmtModify":1639355737785,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c637094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06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但周二将包括金宝汤;Lennar、Accenture、FedEx、Rivian汽车和Adobe周四;周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%,不包括食品和能源的核心PPI将上涨0.4%。相比之下,10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5,000名小企业主。预期看涨期权为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议,届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%,而进口价格预计上涨0.5%。相比之下,10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%,而10月份为增长1.7%。不包括汽车在内,支出预计将增长0.8%,而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套,10月为152万套。当房屋开始挖掘时,房屋开工被计算在内。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后,经济学家预计增长0.6%。产能利用率预计为76.8,与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但周二将包括金宝汤;Lennar、Accenture、FedEx、Rivian汽车和Adobe周四;周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%,不包括食品和能源的核心PPI将上涨0.4%。相比之下,10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5,000名小企业主。预期看涨期权为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议,届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%,而进口价格预计上涨0.5%。相比之下,10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%,而10月份为增长1.7%。不包括汽车在内,支出预计将增长0.8%,而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套,10月为152万套。当房屋开始挖掘时,房屋开工被计算在内。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后,经济学家预计增长0.6%。产能利用率预计为76.8,与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JILL":"J.Jill Inc.",".SPX":"S&P 500 Index","CPB":"金宝汤",".DJI":"道琼斯","DRI":"达登饭店","ACN":"埃森哲","LEN":"莱纳建筑公司","ADBE":"Adobe","FDX":"联邦快递","RIVN":"Rivian Automotive, Inc.","HEI":"海科航空","PHX":"潘汉德尔油气","SCS":"Steelcase Inc.",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference 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07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11月就业报告:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归,焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为,11月份将有50万个工作岗位回归,招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%,达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道:“我们预计11月份非农就业人数将增加50万人,但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”,在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏,否则就业增长不可能以这种速度持续太久。如果说有什么不同的话,那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始,未来几个月,”阿什沃斯补充道。“这表明工资增长将保持强劲,我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比,平均时薪预计将增长5.0%,继10月份已经显着增长4.9%之后进一步加速,这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利,但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示,该指数年率上涨5.0%,创1990年以来最大涨幅。核心PCE(即美联储首选的剔除波动较大的食品和能源价格的通胀指标)同比上涨4.1%,为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上,并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点,打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争,在劳动力普遍短缺的情况下,公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺,劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比,平民劳动力仍减少了近300万参与者,对病毒的担忧挥之不去,许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色,这仍然使许多人处于劳动力的边缘。经济学家普遍预计,11月份劳动力参与率仅略有上升,达到61.7%,高于10月份的61.6%,但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平,并确保不同群体公平地看到就业增长,已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素,即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明,美联储将继续关注劳动力市场,将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道:“由于有证据表明通胀压力上升可能会持续更长时间,市场对美联储未来加息的看法已大幅提前。”“然而,正如鲍威尔主席11月新闻发布会所表明的那样,劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul> <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一:</b>10月份待售房屋环比(预期0.7%,9月份-2.3%);11月达拉斯联储制造业活动指数(预期17.0,10月14.6)</li></ul></blockquote></p><p></p><p></li> <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二:</b>9月FHFA房价指数环比(预期为1.2%,8月为1.0%);S&P CoreLogic Case-Shiller 20城综合指数,9月环比(预期1.30%,8月1.17%);S&P CoreLogic Case-Shiller 20城市综合指数,9月(上月为19.66%);11月MNI芝加哥PMI(预期67.0,10月68.4);世界大型企业联合会11月消费者信心指数(预期110.0,10月113.8)</li></blockquote></p><p></li> <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三:</b>MBA抵押贷款申请,11月26日(前一周为1.8%);11月ADP就业变化(预期51.5万人,10月57.1万人);Markit美国制造业PMI,11月终值(上月为59.1);10月份建筑支出环比(预期0.5%,9月份-0.5%);ISM制造业,11月(预期61.0,10月60.8);美联储发布褐皮书</li></blockquote></p><p></li> <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四:</b>挑战者裁员,11月(10月-71.7%);截至11月27日当周首次申请失业救济人数(前一周为199,000人);11月20日持续申请失业救济人数(前一周为2.049)</li></blockquote></p><p></li> <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五:</b>11月非农就业人数变化(预期50万,10月53.1万);11月失业率(预期4.5%,10月4.6%);11月平均时薪环比(预期0.4%,10月0.4%);11月平均时薪同比(预期5.0%,10月4.9%);Markit美国服务业PMI,11月最终数据(上一期为57.0);Markit美国综合PMI,11月最终数据(上一期为56.5);ISM服务业指数,11月(预期65.0,10月66.7);10月工厂订单(预期0.5%,9月0.2%);耐用品订单,10月份最终(上次打印为-0.5%)</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul> <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一:</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li> <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二:</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li> <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三:</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li> <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四:</b>Dollar General(DG)、Kroger(KR)开盘前;Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li> <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五:</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>November jobs report: What to know this week<blockquote>11月就业报告: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\">\nNovember jobs report: What to know this week<blockquote>11月就业报告: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</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归,焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为,11月份将有50万个工作岗位回归,招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%,达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道:“我们预计11月份非农就业人数将增加50万人,但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”,在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏,否则就业增长不可能以这种速度持续太久。如果说有什么不同的话,那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始,未来几个月,”阿什沃斯补充道。“这表明工资增长将保持强劲,我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比,平均时薪预计将增长5.0%,继10月份已经显着增长4.9%之后进一步加速,这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利,但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示,该指数年率上涨5.0%,创1990年以来最大涨幅。核心PCE(即美联储首选的剔除波动较大的食品和能源价格的通胀指标)同比上涨4.1%,为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上,并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点,打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争,在劳动力普遍短缺的情况下,公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺,劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比,平民劳动力仍减少了近300万参与者,对病毒的担忧挥之不去,许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色,这仍然使许多人处于劳动力的边缘。经济学家普遍预计,11月份劳动力参与率仅略有上升,达到61.7%,高于10月份的61.6%,但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平,并确保不同群体公平地看到就业增长,已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素,即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明,美联储将继续关注劳动力市场,将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道:“由于有证据表明通胀压力上升可能会持续更长时间,市场对美联储未来加息的看法已大幅提前。”“然而,正如鲍威尔主席11月新闻发布会所表明的那样,劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul> <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一:</b>10月份待售房屋环比(预期0.7%,9月份-2.3%);11月达拉斯联储制造业活动指数(预期17.0,10月14.6)</li></ul></blockquote></p><p></p><p></li> <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二:</b>9月FHFA房价指数环比(预期为1.2%,8月为1.0%);S&P CoreLogic Case-Shiller 20城综合指数,9月环比(预期1.30%,8月1.17%);S&P CoreLogic Case-Shiller 20城市综合指数,9月(上月为19.66%);11月MNI芝加哥PMI(预期67.0,10月68.4);世界大型企业联合会11月消费者信心指数(预期110.0,10月113.8)</li></blockquote></p><p></li> <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三:</b>MBA抵押贷款申请,11月26日(前一周为1.8%);11月ADP就业变化(预期51.5万人,10月57.1万人);Markit美国制造业PMI,11月终值(上月为59.1);10月份建筑支出环比(预期0.5%,9月份-0.5%);ISM制造业,11月(预期61.0,10月60.8);美联储发布褐皮书</li></blockquote></p><p></li> <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四:</b>挑战者裁员,11月(10月-71.7%);截至11月27日当周首次申请失业救济人数(前一周为199,000人);11月20日持续申请失业救济人数(前一周为2.049)</li></blockquote></p><p></li> <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五:</b>11月非农就业人数变化(预期50万,10月53.1万);11月失业率(预期4.5%,10月4.6%);11月平均时薪环比(预期0.4%,10月0.4%);11月平均时薪同比(预期5.0%,10月4.9%);Markit美国服务业PMI,11月最终数据(上一期为57.0);Markit美国综合PMI,11月最终数据(上一期为56.5);ISM服务业指数,11月(预期65.0,10月66.7);10月工厂订单(预期0.5%,9月0.2%);耐用品订单,10月份最终(上次打印为-0.5%)</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul> <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一:</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li> <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二:</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li> <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三:</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li> <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四:</b>Dollar General(DG)、Kroger(KR)开盘前;Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li> <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五:</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html\">yahoo</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":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for 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11:47","market":"us","language":"en","title":"Apple reportedly talking to Korean manufacturers for Apple Car<blockquote>据报道苹果正在与韩国制造商洽谈苹果汽车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101485378","media":"Seeking Alpha","summary":"$Apple$ has reportedly met with Korean electric vehicle companies SK Innovation, LG Electronics and $Magna$ to serve as suppliers for the Apple Car.\"Without partnerships with Korean vendors, Apple won't be able to complete its EV business plan. As far as I know, Apple has talked with LG, SK and Hanwha, but the talks are still in the early stages,\" an industry source tells The Korea Times.The source says Apple has held \"advanced meetings with EV battery maker SK Innovation. The company has also ","content":"<p><ul> <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has reportedly met with Korean electric vehicle companies SK Innovation, LG Electronics and <a href=\"https://laohu8.com/S/MGA\">Magna</a> to serve as suppliers for the Apple Car.</li> <li>\"Without partnerships with Korean vendors, Apple won't be able to complete its EV business plan. As far as I know, Apple has talked with LG, SK and Hanwha, but the talks are still in the early stages,\" an industry source tells <i>The Korea Times</i>.</li> <li>The source says Apple (AAPL) has held \"advanced meetings with EV battery maker SK Innovation. The company has also met with LG and Magna, which have a joint venture called LG Magna e-Powertrain that manufactures e-motors, inverters, on-board chargers and e-drive systems.</li> <li>Rumors that Apple (AAPL) would team with LG Magna e-Powertrain first surfaced earlier this year.</li> <li>Previously, the company was said to favor Hyundai-Kia as a manufacturing partner but the company later denied the reports.</li> </ul></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/AAPL\">苹果</a>据报道,已与韩国电动汽车公司SK Innovation、LG电子和<a href=\"https://laohu8.com/S/MGA\">麦格纳</a>作为苹果汽车的供应商。</li><li>“如果没有与韩国供应商的合作伙伴关系,苹果将无法完成其电动汽车业务计划。据我所知,苹果已经与LG、SK和韩华进行了谈判,但谈判仍处于早期阶段,”一位业内人士表示<i>韩国时报</i>.</li><li>消息人士称,苹果(AAPL)已与电动汽车电池制造商SK Innovation举行了“高级会议”。该公司还会见了LG和麦格纳,这两家公司拥有一家名为LG Magna e-Powertrain的合资企业,生产电动机、逆变器、车载充电器和电子驱动系统。</li><li>有关苹果(AAPL)将与LG Magna e-Powertrain合作的传言于今年早些时候首次浮出水面。</li><li>此前,据称该公司倾向于现代起亚作为制造合作伙伴,但该公司后来否认了这些报道。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple reportedly talking to Korean manufacturers for Apple Car<blockquote>据报道苹果正在与韩国制造商洽谈苹果汽车</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple reportedly talking to Korean manufacturers for Apple Car<blockquote>据报道苹果正在与韩国制造商洽谈苹果汽车</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-10 11:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has reportedly met with Korean electric vehicle companies SK Innovation, LG Electronics and <a href=\"https://laohu8.com/S/MGA\">Magna</a> to serve as suppliers for the Apple Car.</li> <li>\"Without partnerships with Korean vendors, Apple won't be able to complete its EV business plan. As far as I know, Apple has talked with LG, SK and Hanwha, but the talks are still in the early stages,\" an industry source tells <i>The Korea Times</i>.</li> <li>The source says Apple (AAPL) has held \"advanced meetings with EV battery maker SK Innovation. The company has also met with LG and Magna, which have a joint venture called LG Magna e-Powertrain that manufactures e-motors, inverters, on-board chargers and e-drive systems.</li> <li>Rumors that Apple (AAPL) would team with LG Magna e-Powertrain first surfaced earlier this year.</li> <li>Previously, the company was said to favor Hyundai-Kia as a manufacturing partner but the company later denied the reports.</li> </ul></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/AAPL\">苹果</a>据报道,已与韩国电动汽车公司SK Innovation、LG电子和<a href=\"https://laohu8.com/S/MGA\">麦格纳</a>作为苹果汽车的供应商。</li><li>“如果没有与韩国供应商的合作伙伴关系,苹果将无法完成其电动汽车业务计划。据我所知,苹果已经与LG、SK和韩华进行了谈判,但谈判仍处于早期阶段,”一位业内人士表示<i>韩国时报</i>.</li><li>消息人士称,苹果(AAPL)已与电动汽车电池制造商SK Innovation举行了“高级会议”。该公司还会见了LG和麦格纳,这两家公司拥有一家名为LG Magna e-Powertrain的合资企业,生产电动机、逆变器、车载充电器和电子驱动系统。</li><li>有关苹果(AAPL)将与LG Magna e-Powertrain合作的传言于今年早些时候首次浮出水面。</li><li>此前,据称该公司倾向于现代起亚作为制造合作伙伴,但该公司后来否认了这些报道。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3727547-apple-reportedly-talking-to-korean-manufacturers-for-apple-car\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3727547-apple-reportedly-talking-to-korean-manufacturers-for-apple-car","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101485378","content_text":"Apple has reportedly met with Korean electric vehicle companies SK Innovation, LG Electronics and Magna to serve as suppliers for the Apple Car.\n\"Without partnerships with Korean vendors, Apple won't be able to complete its EV business plan. As far as I know, Apple has talked with LG, SK and Hanwha, but the talks are still in the early stages,\" an industry source tells The Korea Times.\nThe source says Apple (AAPL) has held \"advanced meetings with EV battery maker SK Innovation. The company has also met with LG and Magna, which have a joint venture called LG Magna e-Powertrain that manufactures e-motors, inverters, on-board chargers and e-drive systems.\nRumors that Apple (AAPL) would team with LG Magna e-Powertrain first surfaced earlier this year.\nPreviously, the company was said to favor Hyundai-Kia as a manufacturing partner but the company later denied the reports.","news_type":1,"symbols_score_info":{"LGEPF":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197507793,"gmtCreate":1621472026812,"gmtModify":1634188913410,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563665942813728","authorIdStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/197507793","repostId":"1129952039","repostType":4,"repost":{"id":"1129952039","kind":"news","pubTimestamp":1621466041,"share":"https://www.laohu8.com/m/news/1129952039?lang=zh_CN&edition=full","pubTime":"2021-05-20 07:14","market":"us","language":"en","title":"U.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌,加密货币下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129952039","media":"Reuters","summary":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal","content":"<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p><blockquote>(路透社)-华尔街主要股指周三收低,此前美联储4月份会议纪要显示,与会者一致认为美国经济仍远未达到央行的目标,一些人正在考虑讨论缩减债券购买计划。</blockquote></p><p>The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p><blockquote>在会议纪要发布后,标普500加剧了损失,一些美联储政策制定者认为,如果经济继续快速增长,在即将举行的会议上“在某个时候”开始讨论美联储每月购买国债的规模将变得适当,这是一项旨在保持长期利率较低的政策。</blockquote></p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p><blockquote>比尔·诺西(Bill Northey)表示:“参与者以及美联储工作人员仍然认为,这些开始变得明显的通胀压力在他们看来仍将是暂时的,并且可能会随着我们过渡到2022年而消退。”明尼阿波利斯合众银行财富管理公司高级投资总监。</blockquote></p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p><blockquote>尽管美联储官员保证价格上涨将是暂时的,但最近几周强劲的通胀数据和工人短缺的迹象加剧了人们的担忧并扰乱了股市。</blockquote></p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p><blockquote>三大主要股指在早盘大幅低开后均触及盘中低点,随后在美联储会议纪要发布再次给其带来压力之前部分回升。</blockquote></p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p><blockquote>道琼斯工业平均指数下跌164.62点,跌幅0.48%,至33,896.04点;标普500下跌12.15点,跌幅0.29%,至4,115.68点;纳斯达克综合指数下跌3.90点,跌幅0.03%,至13,299.74点。</blockquote></p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所成交量为107亿股,而过去20个交易日全交易日平均成交量为106亿股。</blockquote></p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p><blockquote>在中国禁止金融和支付机构提供加密货币服务后,比特币和以太币暴跌,加剧了周三的避险情绪。</blockquote></p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p><blockquote>这两种主要数字货币分别下跌了30%和45%,但在它们的两个最大支持者——特斯拉公司首席执行官Elon Musk和Ark Invest首席执行官Cathie Wood——之后,它们在下午交易中大幅止住了跌幅。重申了对比特币的支持。</blockquote></p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p><blockquote>加密货币交易所运营商Coinbase Global、矿商Riot Blockchain和Marathon Digital Holdings的股价周三大幅下跌。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.15比1;在纳斯达克,1.71比1的比率有利于下跌股。</blockquote></p><p>The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><blockquote>标普500创下3个52周新高,无新低;纳斯达克综合指数创下34个新高,49个新低。</blockquote></p><p><b><i>Financial</i></b><b> </b><b><i>Report</i></b></p><p><blockquote><b><i>金融的</i></b><b> </b><b><i>报告</i></b></blockquote></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">45亿件包裹市场份额扩大至20.4%</a></blockquote></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS超过预期0.04美元,营收超过预期</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">随着销售额增长,维多利亚的秘密母公司L Brands实现季度盈利</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">芯片短缺导致成本上升影响盈利前景,思科股价下跌</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">芯片设计软件公司Synopsys超额完成第二财季目标</a></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌,加密货币下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌,加密货币下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-05-20 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p><blockquote>(路透社)-华尔街主要股指周三收低,此前美联储4月份会议纪要显示,与会者一致认为美国经济仍远未达到央行的目标,一些人正在考虑讨论缩减债券购买计划。</blockquote></p><p>The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p><blockquote>在会议纪要发布后,标普500加剧了损失,一些美联储政策制定者认为,如果经济继续快速增长,在即将举行的会议上“在某个时候”开始讨论美联储每月购买国债的规模将变得适当,这是一项旨在保持长期利率较低的政策。</blockquote></p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p><blockquote>比尔·诺西(Bill Northey)表示:“参与者以及美联储工作人员仍然认为,这些开始变得明显的通胀压力在他们看来仍将是暂时的,并且可能会随着我们过渡到2022年而消退。”明尼阿波利斯合众银行财富管理公司高级投资总监。</blockquote></p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p><blockquote>尽管美联储官员保证价格上涨将是暂时的,但最近几周强劲的通胀数据和工人短缺的迹象加剧了人们的担忧并扰乱了股市。</blockquote></p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p><blockquote>三大主要股指在早盘大幅低开后均触及盘中低点,随后在美联储会议纪要发布再次给其带来压力之前部分回升。</blockquote></p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p><blockquote>道琼斯工业平均指数下跌164.62点,跌幅0.48%,至33,896.04点;标普500下跌12.15点,跌幅0.29%,至4,115.68点;纳斯达克综合指数下跌3.90点,跌幅0.03%,至13,299.74点。</blockquote></p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所成交量为107亿股,而过去20个交易日全交易日平均成交量为106亿股。</blockquote></p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p><blockquote>在中国禁止金融和支付机构提供加密货币服务后,比特币和以太币暴跌,加剧了周三的避险情绪。</blockquote></p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p><blockquote>这两种主要数字货币分别下跌了30%和45%,但在它们的两个最大支持者——特斯拉公司首席执行官Elon Musk和Ark Invest首席执行官Cathie Wood——之后,它们在下午交易中大幅止住了跌幅。重申了对比特币的支持。</blockquote></p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p><blockquote>加密货币交易所运营商Coinbase Global、矿商Riot Blockchain和Marathon Digital Holdings的股价周三大幅下跌。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.15比1;在纳斯达克,1.71比1的比率有利于下跌股。</blockquote></p><p>The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><blockquote>标普500创下3个52周新高,无新低;纳斯达克综合指数创下34个新高,49个新低。</blockquote></p><p><b><i>Financial</i></b><b> </b><b><i>Report</i></b></p><p><blockquote><b><i>金融的</i></b><b> </b><b><i>报告</i></b></blockquote></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">45亿件包裹市场份额扩大至20.4%</a></blockquote></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS超过预期0.04美元,营收超过预期</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">随着销售额增长,维多利亚的秘密母公司L Brands实现季度盈利</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">芯片短缺导致成本上升影响盈利前景,思科股价下跌</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">芯片设计软件公司Synopsys超额完成第二财季目标</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129952039","content_text":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.Financial Report4.5 Billion Parcels Expanded Market Share to 20.4%KE Holdings EPS beats by $0.04, beats on revenueVictoria's Secret parent L Brands swings to quarterly profit as sales riseCisco stock drops as higher costs amid chip shortage ding earnings outlookChip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605758377,"gmtCreate":1639270530434,"gmtModify":1639270530694,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563665942813728","authorIdStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605758377","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608594924,"gmtCreate":1638755953898,"gmtModify":1638755954042,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563665942813728","authorIdStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608594924","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohu8.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>,凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店,以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">坎贝尔汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发,及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四,美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后,截至9月份,未偿消费者债务总额平均每月增加200亿美元,达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上,央行结束了量化宽松计划,并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人,为大流行开始以来的最低水平,仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次,而上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时,最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66,略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","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>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>,凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店,以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">坎贝尔汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发,及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四,美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后,截至9月份,未偿消费者债务总额平均每月增加200亿美元,达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上,央行结束了量化宽松计划,并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人,为大流行开始以来的最低水平,仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%,比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次,而上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时,最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66,略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4088":"住宅建筑","TOL":"托尔兄弟","CVS":"西维斯健康","GME":"游戏驿站","COST":"好市多"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"TOL":0.9,"CVS":0.9,"COST":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874484190,"gmtCreate":1637811791245,"gmtModify":1637811791375,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563665942813728","authorIdStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874484190","repostId":"1183200074","repostType":4,"repost":{"id":"1183200074","kind":"news","pubTimestamp":1637811543,"share":"https://www.laohu8.com/m/news/1183200074?lang=zh_CN&edition=full","pubTime":"2021-11-25 11:39","market":"us","language":"en","title":"ASML: It's A Leading Semiconductor Player, But Don't Buy Now<blockquote>ASML:它是领先的半导体公司,但现在不要购买</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183200074","media":"Seeking Alpha","summary":"Summary\n\nASML is supplying the critical extreme ultraviolet lithography machines for the leading-edg","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>ASML is supplying the critical extreme ultraviolet lithography machines for the leading-edge foundries. It has no competitors in this market.</li> <li>Investors have been willing to pay up for its dominance in this market.</li> <li>However, its current valuation looks stretched, as growth is expected to slow.</li> <li>We discuss why we think investors should wait for a deeper retracement first before considering adding exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad6d47b090e53e0f884bb297357356fb\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ASML正在为领先的代工厂提供关键的极紫外光刻机。它在这个市场上没有竞争对手。</li><li>投资者愿意为其在这个市场的主导地位买单。</li><li>然而,由于增长预计将放缓,其目前的估值看起来过高。</li><li>我们讨论了为什么我们认为投资者应该先等待更深的回撤,然后再考虑增加敞口。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> ASML Holding N.V. (ASML) is one of the leading players in the wafer fabrication equipment (WFE) market. As the only player capable of manufacturing extreme ultraviolet (EUV) lithography machines, ASML has no competitors in this category. Taiwan Semiconductor (TSM), Samsung (OTC:SSNLF), and Intel (INTC) have to depend on ASML to supply these highly coveted and costly machines. In addition, the secular demand drivers underpinning the 5G ramp, IoT, autonomous vehicles, and high-performance computing will continue to benefit ASML EUV demand.</p><p><blockquote>ASML Holding N.V.(ASML)是晶圆制造设备(WFE)市场的领先企业之一。作为唯一有能力制造极紫外光(EUV)光刻机的玩家,ASML在这一类别中没有竞争对手。台积电(TSM)、三星(OTC:SSNLF)和英特尔(INTC)必须依靠ASML来供应这些令人垂涎且昂贵的机器。此外,支撑5G增长、物联网、自动驾驶汽车和高性能计算的长期需求驱动因素将继续有利于ASML EUV需求。</blockquote></p><p> ASML also telegraphed a backlog that amounted to EUR 19.6B in FQ3, including EUR 11.6B in EUV. Consequently, it has given them revenue visibility until early 2023, as the company continues to add capacity.</p><p><blockquote>ASML还表示,第三季度积压订单金额为19.6 B欧元,其中EUV订单为11.6 B欧元。因此,随着公司继续增加产能,这使他们能够在2023年初之前了解收入。</blockquote></p><p> Nevertheless, we believe that a significant amount of growth premium has been baked into the stock's current valuation. It leaves little margin for error and would require ASML to execute immaculately. While we do not question management's ability to execute, we are also concerned about the potential or a correction due to excess capacity from 2023/24 onwards.</p><p><blockquote>尽管如此,我们认为该股当前的估值中已经包含了大量的增长溢价。它几乎没有出错的余地,并且需要ASML完美地执行。虽然我们不质疑管理层的执行能力,但我们也担心2023/24年起产能过剩的可能性或调整。</blockquote></p><p> <b>ASML Stock YTD Performance</b></p><p><blockquote><b>ASML股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/169b4c2f1ad5b898301963a7c316e12e\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>ASML stock YTD performance (as of 23 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML股票年初至今表现(截至21年11月23日)。</span></p></blockquote></p><p> It has been a fabulous year for ASML investors. The stock's momentum has been robust all year as it rode the secular drivers underpinning its industry. Moreover, given its dominance in EUV lithography, investors are willing to continue paying up to own its shares. As a result, ASML stock's YTD gain of 65.6% easily outperformed the Invesco QQQ ETF's (QQQ) YTD return of 26.7%. However, its WFE rival Applied Materials (AMAT) stock is slightly ahead with a YTD gain of 72.5%.</p><p><blockquote>对于ASML投资者来说,这是美妙的一年。该股全年势头强劲,因为它得益于支撑其行业的长期驱动力。此外,鉴于其在EUV光刻领域的主导地位,投资者愿意继续付费持有其股票。因此,ASML股票年初至今65.6%的涨幅轻松超过了景顺QQQ ETF(QQQ)年初至今26.7%的回报率。然而,其WFE竞争对手应用材料公司(AMAT)的股票以72.5%的年初至今涨幅略微领先。</blockquote></p><p> <b>A Strong 2021 for ASML. What about its Prognosis Moving Forward?</b></p><p><blockquote><b>ASML 2021年表现强劲。它的预后如何?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2983887c701a83a264bdfae1302ba7c4\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><span>SEMI 2021 mid-year total equipment forecast by segment. Source: SEMI</span></p><p><blockquote><p class=\"t-img-caption\"><span>按细分市场划分的SEMI 2021年年中设备总量预测。来源:SEMI</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d62038d494d773331d57f45fb3bf07df\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML quarterly revenue & YoY change. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML季度收入和同比变化。数据来源:标普资本智商</span></p></blockquote></p><p> It has been a banner year for the semiconductor industry and the WFE market. SEMI estimated that WFE sales would increase by 33.5% YoY in 2021. ASML guided for its revenue to grow by 35% YoY in FY21. Given the company's solid performance in FQ1-FQ3 so far, we believe that ASML's guidance is highly credible. It's also well in line with the industry's forecasts, so it's highly reasonable as well. Despite the supply chain problems that ASML is facing, it still expects a robust FQ4, guiding for revenue of between EUR 4.9B to EUR 5.2B. CEO Peter Wennink emphasized (edited):</p><p><blockquote>对于半导体行业和WFE市场来说,这是辉煌的一年。SEMI预计2021年WFE销售额将同比增长33.5%。ASML预计2021财年收入同比增长35%。鉴于该公司迄今为止在FQ1-FQ3的稳健表现,我们认为ASML的指引可信度很高。这也非常符合行业的预测,因此也非常合理。尽管ASML面临供应链问题,但它仍然预计第四季度将表现强劲,预计收入在49亿欧元至52亿欧元之间。首席执行官Peter Wennink强调(编辑):</blockquote></p><p> <i>We're seeing continued strong demand from our customers across all market segments</i>from both advanced and mature nodes, driving demand across our entire product portfolio. These end market trends are driving strong demand across all market segments and across our entire technology portfolio. <i>Therefore, we continue to increase our capacity</i>for all of our products to meet customer capacity and technology requirements. (from ASML's FQ3'21 earnings call) <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e67ec84e5d14097765f5787d32fe192e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML share of revenue by technology. Data source: Company filings</span></p><p><blockquote><i>我们看到所有细分市场的客户需求持续强劲</i>来自先进和成熟的节点,推动我们整个产品组合的需求。这些终端市场趋势正在推动所有细分市场和我们整个技术组合的强劲需求。<i>因此,我们不断增加产能</i>使我们所有的产品都能满足客户的产能和技术要求。(摘自ASML 21年第三季度收益看涨期权)<p class=\"t-img-caption\"><span>ASML按技术划分的收入份额。数据来源:公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3380359fecb47be9aa6ce3c11d93d88d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML sales count of EUV machines. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML EUV机器的销售统计。数据来源:公司备案</span></p></blockquote></p><p></p><p> EUV has driven sales for ASML tremendously over the last three years. We can easily glean from the growth cadence of the unit sales, and EUV's share of the revenue. In FQ3, EUV's share of revenue remains influential and consistent at 54%. In addition, its foundry customers have telegraphed their plans to increase CapEx intensity moving forward to support robust underlying demand. Therefore, we believe EUV's share of revenue will remain robust.</p><p><blockquote>过去三年,EUV极大地推动了ASML的销售。我们可以轻松地从单位销售额的增长节奏以及EUV在收入中的份额中收集信息。在第三季度,EUV的收入份额仍然具有影响力且稳定在54%。此外,其代工客户已表示计划提高资本支出强度,以支持强劲的潜在需求。因此,我们认为EUV的收入份额将保持强劲。</blockquote></p><p> Nevertheless, it's also important to note that its DUV systems are critical in driving ASML's revenue. Hence, while the secular demand underpinning EUV's strength is commendable, the concern of overcapacity has been widely discussed along the mature nodes.</p><p><blockquote>然而,同样值得注意的是,其DUV系统对于推动ASML的收入至关重要。因此,虽然支撑EUV实力的长期需求值得称赞,但产能过剩的担忧已在成熟节点上得到广泛讨论。</blockquote></p><p> TSMC CEO C.C. Wei also discussed the possibility of an \"inventory correction\" moving forward. He articulated:</p><p><blockquote>台积电CEO C.C.魏还讨论了未来“库存调整”的可能性。他明确表示:</blockquote></p><p> Let me say that while we do not rule out the possibility of an inventory correction, but we expect TSMC's capacity remain very tight in 2021 and throughout 2022. This is because of our technology leadership position. And even there's a correction to occur, we believe it could be less volatile for TSMC than previous downturn due to our underlying structural megatrend of 5G-related and HPC applications. (from TSMC's FQ3'21 earnings call) Hence, TSM recognizes that the potential for excess capacity could affect the trailing nodes much more than leading nodes. However, TSM's CapEx is heavily focused on the leading-edge, as it accounted for 80% of its CapEx investments. Therefore, a potential downturn is less likely to hit the foundry leader significantly.</p><p><blockquote>我想说的是,虽然我们不排除库存调整的可能性,但我们预计台积电的产能在2021年和整个2022年仍然非常紧张。这是因为我们的技术领先地位。即使出现调整,我们相信,由于5G相关和HPC应用的潜在结构性大趋势,台积电的波动性也可能低于之前的低迷时期。(来自台积电21年第三季度收益看涨期权)因此,TSM认识到产能过剩的可能性对落后节点的影响可能比领先节点大得多。然而,TSM的资本支出主要集中在前沿,因为它占其资本支出投资的80%。因此,潜在的低迷不太可能对代工龙头造成重大打击。</blockquote></p><p> In addition, the problems could intensify in the automotive market. TSMC emphasized that it discovered that the automotive supply chain is very complex and challenging to grasp well. CEO C.C. Wei emphasized: \"Let me specifically point it out. The automotive supply chain actually is quite long and complex. It's more complicated than we initially thought.\"</p><p><blockquote>此外,汽车市场的问题可能会加剧。台积电强调,发现汽车供应链非常复杂,很难把握好。首席执行官C.C.魏强调:“让我特别指出一点。汽车供应链实际上是相当长和复杂的。它比我们最初想象的更复杂。”</blockquote></p><p> Even ASML had cautioned that it has also been unable to fully understand the bottlenecks in the supply chain. While the company has attempted its best to model and survey, it hasn't found a viable answer. In response to an analyst's question on the source of the supply bottlenecks, CEO Peter Wennink accentuated (edited):</p><p><blockquote>就连ASML也警告说,它也无法完全了解供应链中的瓶颈。虽然该公司已尽最大努力进行建模和调查,但尚未找到可行的答案。在回答分析师关于供应瓶颈来源的问题时,首席执行官Peter Wennink强调(编辑):</blockquote></p><p> <i>So -- and the real answer is we don't know</i>. Because somehow we haven't been able to connect all the dots that actually are the underlying drivers for this demand. There's some rumors out there that the brokers and the distributors are stocking up all the inventory to drive up the prices. I know one thing that the demand for mature, for DUV dry has by far exceeded our expectations. Some of it will be panic ordering by the customers of our customers. But it's too big to just be panic ordering. <i>So there is this underlying trend that we really don't understand fully.</i>(from ASML's FQ3'21 earnings call) <b>So, is ASML Stock a Buy Now?</b></p><p><blockquote><i>所以,真正的答案是我们不知道</i>.因为不知何故,我们无法将实际上是这种需求的潜在驱动因素的所有点联系起来。有一些传言说经纪人和分销商正在囤积所有的库存来推高价格。我知道一件事,对DUV dry的成熟需求远远超出了我们的预期。其中一些将是我们客户的客户的恐慌订购。但它太大了,不能只是恐慌订购。<i>所以有一个潜在的趋势,我们真的没有完全理解。</i>(摘自ASML 21年第三季度收益看涨期权)<b>那么,ASML股票现在值得买入吗?</b></blockquote></p><p> Much has been said about ASML's dominance in leading-edge EUV systems and how it will continue to entrench its leadership. But, it may be helpful for investors to remember that its mature nodes systems also drive the company's stock valuation.</p><p><blockquote>关于ASML在领先EUV系统领域的主导地位以及它将如何继续巩固其领导地位,已经说了很多。但是,投资者记住其成熟的节点系统也推动了公司的股票估值可能会有所帮助。</blockquote></p><p> Mordor Intelligence estimates that the EUV market would grow by a CAGR of 15% from 2020 to 2026. Considering ASML's FY21 guidance of 35% YoY growth, ASML expects slower growth ahead even with the capacity ramp. Wennink also suggested that corrections cannot be ruled out, even though he emphasized that it's unlikely to happen soon. He mentioned (edited):</p><p><blockquote>Mordor Intelligence估计,从2020年到2026年,EUV市场将以15%的CAGR增长。考虑到ASML 2021财年同比增长35%的指导,ASML预计即使产能增加,未来增长也会放缓。温宁克还表示,不能排除调整的可能性,尽管他强调这不太可能很快发生。他提到(编辑):</blockquote></p><p> Yes. I mean, we have corrections. <i>We have always seen corrections in our industry. I'm not going to say that they're not there</i>. But we have to look at some of the trends that we're also seeing. And we look at the announcement of the build-out of new capacity. Just refer to the US chip sector, EUR 52 billion, of which EUR 40 billion is for basically to support expansion of capacity. That's going to happen over the next couple of years. It will take 2 to 3 years. So when will this inevitable correction come, I don't think it's likely to come anywhere soon. (from ASML's FQ3'21 earnings call) <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc259fe73c80630f1e3482dab4712cca\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML est. revenue mean consensus. Data source: S&P Capital IQ</span></p><p><blockquote>是的。我是说,我们有修正。<i>我们的行业总是会出现调整。我不会说他们不在那里</i>.但我们必须看看我们也看到的一些趋势。我们关注新产能建设的公告。以美国芯片行业为例,520亿欧元,其中400亿欧元主要用于支持产能扩张。这将在未来几年内发生。需要2到3年的时间。因此,这种不可避免的调整何时到来,我认为它不太可能很快到来。(摘自ASML 21年第三季度收益看涨期权)<p class=\"t-img-caption\"><span>ASML东部时间。收入意味着共识。数据来源:标普资本智商</span></p></blockquote></p><p></p><p> We applaud management for having the confidence to issue long-term guidance of 11% CAGR from 2020 to 2030. Management also provided revenue visibility till FY25, as it expected revenue of between EUR 24B and EUR 30B. Consensus estimates point to revenue of EUR 28.5B, which is at the higher end of ASML's mid-term guidance. Therefore, consensus estimates imply a revenue CAGR of 11.1% over the next four years, aligning with ASML's long-term guidance. Notably, it's also in line with Mordor Intelligence's estimates from FY20. ASML is projected to grow its revenue at a CAGR of 15.3% from FY20 to FY26. Hence, we are confident that the company's revenue guidance and the consensus estimates are well-aligned and credible.</p><p><blockquote>我们赞扬管理层有信心发布2020年至2030年复合年增长率11%的长期指导。管理层还提供了截至2025财年的收入可见性,预计收入在24B欧元至30B欧元之间。市场普遍估计收入为28.5 B欧元,处于ASML中期指导的高端。因此,普遍估计意味着未来四年收入复合年增长率为11.1%,与ASML的长期指导一致。值得注意的是,这也符合Mordor Intelligence对2020财年的估计。ASML预计从2020财年到26财年,其收入将以15.3%的复合年增长率增长。因此,我们相信该公司的收入指引和共识估计是一致且可信的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44c022f15bd09540111ab4db82dcff88\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML EV/Fwd EBITDA valuation trend. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML EV/Fwd EBITDA估值趋势。数据来源:标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67bc2b2d8f96dd007a5c727b7b0762c7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>ASML stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> We believe the clear revenue runway ahead for ASML has given investors confidence to continue paying a premium for ASML stock. The stock is currently trading at an EV/NTM EBITDA of 35.3x, 31.2% above its 3Y mean of 26.9x.</p><p><blockquote>我们认为,ASML未来清晰的收入跑道让投资者有信心继续为ASML股票支付溢价。该股目前的EV/NTM EBITDA为35.3倍,比3年平均水平26.9倍高出31.2%。</blockquote></p><p> However, ASML stock has found support whenever its NTM EBITDA multiple reached about 32.3x in 2021. The stock is trading at about 9.3% above this support level. Despite that, we are cautious about paying such a high premium for a stock where we consider at least two to three years of EBITDA growth could have been priced in.</p><p><blockquote>然而,当ASML股票在2021年NTM EBITDA倍数达到约32.3倍时,其股票就找到了支撑。该股目前的交易价格比该支撑位高出约9.3%。尽管如此,我们对为一只股票支付如此高的溢价持谨慎态度,因为我们认为至少两到三年的EBITDA增长可能已经被定价。</blockquote></p><p> There is little doubt that ASML stock is a high-quality stock with a clear revenue runway. But, we are careful about paying the current premium asked. Therefore, we encourage investors to wait for a deeper retracement for a safer entry point.</p><p><blockquote>毫无疑问,ASML股票是一只拥有清晰收入跑道的优质股票。但是,我们对支付当前要求的保费很谨慎。因此,我们鼓励投资者等待更深的回撤,以获得更安全的入场点。</blockquote></p><p> Consequently, we<i>rate ASML at Neutral for now</i>. But we may consider adding exposure if we observe a meaningful retracement.</p><p><blockquote>因此,我们<i>目前将ASML评级为中性</i>.但如果我们观察到有意义的回撤,我们可能会考虑增加敞口。</blockquote></p><p> Written by JR Research</p><p><blockquote>作者:JR Research</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>ASML: It's A Leading Semiconductor Player, But Don't Buy Now<blockquote>ASML:它是领先的半导体公司,但现在不要购买</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\">\nASML: It's A Leading Semiconductor Player, But Don't Buy Now<blockquote>ASML:它是领先的半导体公司,但现在不要购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-25 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>ASML is supplying the critical extreme ultraviolet lithography machines for the leading-edge foundries. It has no competitors in this market.</li> <li>Investors have been willing to pay up for its dominance in this market.</li> <li>However, its current valuation looks stretched, as growth is expected to slow.</li> <li>We discuss why we think investors should wait for a deeper retracement first before considering adding exposure.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad6d47b090e53e0f884bb297357356fb\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>ASML正在为领先的代工厂提供关键的极紫外光刻机。它在这个市场上没有竞争对手。</li><li>投资者愿意为其在这个市场的主导地位买单。</li><li>然而,由于增长预计将放缓,其目前的估值看起来过高。</li><li>我们讨论了为什么我们认为投资者应该先等待更深的回撤,然后再考虑增加敞口。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> ASML Holding N.V. (ASML) is one of the leading players in the wafer fabrication equipment (WFE) market. As the only player capable of manufacturing extreme ultraviolet (EUV) lithography machines, ASML has no competitors in this category. Taiwan Semiconductor (TSM), Samsung (OTC:SSNLF), and Intel (INTC) have to depend on ASML to supply these highly coveted and costly machines. In addition, the secular demand drivers underpinning the 5G ramp, IoT, autonomous vehicles, and high-performance computing will continue to benefit ASML EUV demand.</p><p><blockquote>ASML Holding N.V.(ASML)是晶圆制造设备(WFE)市场的领先企业之一。作为唯一有能力制造极紫外光(EUV)光刻机的玩家,ASML在这一类别中没有竞争对手。台积电(TSM)、三星(OTC:SSNLF)和英特尔(INTC)必须依靠ASML来供应这些令人垂涎且昂贵的机器。此外,支撑5G增长、物联网、自动驾驶汽车和高性能计算的长期需求驱动因素将继续有利于ASML EUV需求。</blockquote></p><p> ASML also telegraphed a backlog that amounted to EUR 19.6B in FQ3, including EUR 11.6B in EUV. Consequently, it has given them revenue visibility until early 2023, as the company continues to add capacity.</p><p><blockquote>ASML还表示,第三季度积压订单金额为19.6 B欧元,其中EUV订单为11.6 B欧元。因此,随着公司继续增加产能,这使他们能够在2023年初之前了解收入。</blockquote></p><p> Nevertheless, we believe that a significant amount of growth premium has been baked into the stock's current valuation. It leaves little margin for error and would require ASML to execute immaculately. While we do not question management's ability to execute, we are also concerned about the potential or a correction due to excess capacity from 2023/24 onwards.</p><p><blockquote>尽管如此,我们认为该股当前的估值中已经包含了大量的增长溢价。它几乎没有出错的余地,并且需要ASML完美地执行。虽然我们不质疑管理层的执行能力,但我们也担心2023/24年起产能过剩的可能性或调整。</blockquote></p><p> <b>ASML Stock YTD Performance</b></p><p><blockquote><b>ASML股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/169b4c2f1ad5b898301963a7c316e12e\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>ASML stock YTD performance (as of 23 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML股票年初至今表现(截至21年11月23日)。</span></p></blockquote></p><p> It has been a fabulous year for ASML investors. The stock's momentum has been robust all year as it rode the secular drivers underpinning its industry. Moreover, given its dominance in EUV lithography, investors are willing to continue paying up to own its shares. As a result, ASML stock's YTD gain of 65.6% easily outperformed the Invesco QQQ ETF's (QQQ) YTD return of 26.7%. However, its WFE rival Applied Materials (AMAT) stock is slightly ahead with a YTD gain of 72.5%.</p><p><blockquote>对于ASML投资者来说,这是美妙的一年。该股全年势头强劲,因为它得益于支撑其行业的长期驱动力。此外,鉴于其在EUV光刻领域的主导地位,投资者愿意继续付费持有其股票。因此,ASML股票年初至今65.6%的涨幅轻松超过了景顺QQQ ETF(QQQ)年初至今26.7%的回报率。然而,其WFE竞争对手应用材料公司(AMAT)的股票以72.5%的年初至今涨幅略微领先。</blockquote></p><p> <b>A Strong 2021 for ASML. What about its Prognosis Moving Forward?</b></p><p><blockquote><b>ASML 2021年表现强劲。它的预后如何?</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2983887c701a83a264bdfae1302ba7c4\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><span>SEMI 2021 mid-year total equipment forecast by segment. Source: SEMI</span></p><p><blockquote><p class=\"t-img-caption\"><span>按细分市场划分的SEMI 2021年年中设备总量预测。来源:SEMI</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d62038d494d773331d57f45fb3bf07df\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML quarterly revenue & YoY change. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML季度收入和同比变化。数据来源:标普资本智商</span></p></blockquote></p><p> It has been a banner year for the semiconductor industry and the WFE market. SEMI estimated that WFE sales would increase by 33.5% YoY in 2021. ASML guided for its revenue to grow by 35% YoY in FY21. Given the company's solid performance in FQ1-FQ3 so far, we believe that ASML's guidance is highly credible. It's also well in line with the industry's forecasts, so it's highly reasonable as well. Despite the supply chain problems that ASML is facing, it still expects a robust FQ4, guiding for revenue of between EUR 4.9B to EUR 5.2B. CEO Peter Wennink emphasized (edited):</p><p><blockquote>对于半导体行业和WFE市场来说,这是辉煌的一年。SEMI预计2021年WFE销售额将同比增长33.5%。ASML预计2021财年收入同比增长35%。鉴于该公司迄今为止在FQ1-FQ3的稳健表现,我们认为ASML的指引可信度很高。这也非常符合行业的预测,因此也非常合理。尽管ASML面临供应链问题,但它仍然预计第四季度将表现强劲,预计收入在49亿欧元至52亿欧元之间。首席执行官Peter Wennink强调(编辑):</blockquote></p><p> <i>We're seeing continued strong demand from our customers across all market segments</i>from both advanced and mature nodes, driving demand across our entire product portfolio. These end market trends are driving strong demand across all market segments and across our entire technology portfolio. <i>Therefore, we continue to increase our capacity</i>for all of our products to meet customer capacity and technology requirements. (from ASML's FQ3'21 earnings call) <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e67ec84e5d14097765f5787d32fe192e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML share of revenue by technology. Data source: Company filings</span></p><p><blockquote><i>我们看到所有细分市场的客户需求持续强劲</i>来自先进和成熟的节点,推动我们整个产品组合的需求。这些终端市场趋势正在推动所有细分市场和我们整个技术组合的强劲需求。<i>因此,我们不断增加产能</i>使我们所有的产品都能满足客户的产能和技术要求。(摘自ASML 21年第三季度收益看涨期权)<p class=\"t-img-caption\"><span>ASML按技术划分的收入份额。数据来源:公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3380359fecb47be9aa6ce3c11d93d88d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML sales count of EUV machines. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML EUV机器的销售统计。数据来源:公司备案</span></p></blockquote></p><p></p><p> EUV has driven sales for ASML tremendously over the last three years. We can easily glean from the growth cadence of the unit sales, and EUV's share of the revenue. In FQ3, EUV's share of revenue remains influential and consistent at 54%. In addition, its foundry customers have telegraphed their plans to increase CapEx intensity moving forward to support robust underlying demand. Therefore, we believe EUV's share of revenue will remain robust.</p><p><blockquote>过去三年,EUV极大地推动了ASML的销售。我们可以轻松地从单位销售额的增长节奏以及EUV在收入中的份额中收集信息。在第三季度,EUV的收入份额仍然具有影响力且稳定在54%。此外,其代工客户已表示计划提高资本支出强度,以支持强劲的潜在需求。因此,我们认为EUV的收入份额将保持强劲。</blockquote></p><p> Nevertheless, it's also important to note that its DUV systems are critical in driving ASML's revenue. Hence, while the secular demand underpinning EUV's strength is commendable, the concern of overcapacity has been widely discussed along the mature nodes.</p><p><blockquote>然而,同样值得注意的是,其DUV系统对于推动ASML的收入至关重要。因此,虽然支撑EUV实力的长期需求值得称赞,但产能过剩的担忧已在成熟节点上得到广泛讨论。</blockquote></p><p> TSMC CEO C.C. Wei also discussed the possibility of an \"inventory correction\" moving forward. He articulated:</p><p><blockquote>台积电CEO C.C.魏还讨论了未来“库存调整”的可能性。他明确表示:</blockquote></p><p> Let me say that while we do not rule out the possibility of an inventory correction, but we expect TSMC's capacity remain very tight in 2021 and throughout 2022. This is because of our technology leadership position. And even there's a correction to occur, we believe it could be less volatile for TSMC than previous downturn due to our underlying structural megatrend of 5G-related and HPC applications. (from TSMC's FQ3'21 earnings call) Hence, TSM recognizes that the potential for excess capacity could affect the trailing nodes much more than leading nodes. However, TSM's CapEx is heavily focused on the leading-edge, as it accounted for 80% of its CapEx investments. Therefore, a potential downturn is less likely to hit the foundry leader significantly.</p><p><blockquote>我想说的是,虽然我们不排除库存调整的可能性,但我们预计台积电的产能在2021年和整个2022年仍然非常紧张。这是因为我们的技术领先地位。即使出现调整,我们相信,由于5G相关和HPC应用的潜在结构性大趋势,台积电的波动性也可能低于之前的低迷时期。(来自台积电21年第三季度收益看涨期权)因此,TSM认识到产能过剩的可能性对落后节点的影响可能比领先节点大得多。然而,TSM的资本支出主要集中在前沿,因为它占其资本支出投资的80%。因此,潜在的低迷不太可能对代工龙头造成重大打击。</blockquote></p><p> In addition, the problems could intensify in the automotive market. TSMC emphasized that it discovered that the automotive supply chain is very complex and challenging to grasp well. CEO C.C. Wei emphasized: \"Let me specifically point it out. The automotive supply chain actually is quite long and complex. It's more complicated than we initially thought.\"</p><p><blockquote>此外,汽车市场的问题可能会加剧。台积电强调,发现汽车供应链非常复杂,很难把握好。首席执行官C.C.魏强调:“让我特别指出一点。汽车供应链实际上是相当长和复杂的。它比我们最初想象的更复杂。”</blockquote></p><p> Even ASML had cautioned that it has also been unable to fully understand the bottlenecks in the supply chain. While the company has attempted its best to model and survey, it hasn't found a viable answer. In response to an analyst's question on the source of the supply bottlenecks, CEO Peter Wennink accentuated (edited):</p><p><blockquote>就连ASML也警告说,它也无法完全了解供应链中的瓶颈。虽然该公司已尽最大努力进行建模和调查,但尚未找到可行的答案。在回答分析师关于供应瓶颈来源的问题时,首席执行官Peter Wennink强调(编辑):</blockquote></p><p> <i>So -- and the real answer is we don't know</i>. Because somehow we haven't been able to connect all the dots that actually are the underlying drivers for this demand. There's some rumors out there that the brokers and the distributors are stocking up all the inventory to drive up the prices. I know one thing that the demand for mature, for DUV dry has by far exceeded our expectations. Some of it will be panic ordering by the customers of our customers. But it's too big to just be panic ordering. <i>So there is this underlying trend that we really don't understand fully.</i>(from ASML's FQ3'21 earnings call) <b>So, is ASML Stock a Buy Now?</b></p><p><blockquote><i>所以,真正的答案是我们不知道</i>.因为不知何故,我们无法将实际上是这种需求的潜在驱动因素的所有点联系起来。有一些传言说经纪人和分销商正在囤积所有的库存来推高价格。我知道一件事,对DUV dry的成熟需求远远超出了我们的预期。其中一些将是我们客户的客户的恐慌订购。但它太大了,不能只是恐慌订购。<i>所以有一个潜在的趋势,我们真的没有完全理解。</i>(摘自ASML 21年第三季度收益看涨期权)<b>那么,ASML股票现在值得买入吗?</b></blockquote></p><p> Much has been said about ASML's dominance in leading-edge EUV systems and how it will continue to entrench its leadership. But, it may be helpful for investors to remember that its mature nodes systems also drive the company's stock valuation.</p><p><blockquote>关于ASML在领先EUV系统领域的主导地位以及它将如何继续巩固其领导地位,已经说了很多。但是,投资者记住其成熟的节点系统也推动了公司的股票估值可能会有所帮助。</blockquote></p><p> Mordor Intelligence estimates that the EUV market would grow by a CAGR of 15% from 2020 to 2026. Considering ASML's FY21 guidance of 35% YoY growth, ASML expects slower growth ahead even with the capacity ramp. Wennink also suggested that corrections cannot be ruled out, even though he emphasized that it's unlikely to happen soon. He mentioned (edited):</p><p><blockquote>Mordor Intelligence估计,从2020年到2026年,EUV市场将以15%的CAGR增长。考虑到ASML 2021财年同比增长35%的指导,ASML预计即使产能增加,未来增长也会放缓。温宁克还表示,不能排除调整的可能性,尽管他强调这不太可能很快发生。他提到(编辑):</blockquote></p><p> Yes. I mean, we have corrections. <i>We have always seen corrections in our industry. I'm not going to say that they're not there</i>. But we have to look at some of the trends that we're also seeing. And we look at the announcement of the build-out of new capacity. Just refer to the US chip sector, EUR 52 billion, of which EUR 40 billion is for basically to support expansion of capacity. That's going to happen over the next couple of years. It will take 2 to 3 years. So when will this inevitable correction come, I don't think it's likely to come anywhere soon. (from ASML's FQ3'21 earnings call) <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc259fe73c80630f1e3482dab4712cca\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML est. revenue mean consensus. Data source: S&P Capital IQ</span></p><p><blockquote>是的。我是说,我们有修正。<i>我们的行业总是会出现调整。我不会说他们不在那里</i>.但我们必须看看我们也看到的一些趋势。我们关注新产能建设的公告。以美国芯片行业为例,520亿欧元,其中400亿欧元主要用于支持产能扩张。这将在未来几年内发生。需要2到3年的时间。因此,这种不可避免的调整何时到来,我认为它不太可能很快到来。(摘自ASML 21年第三季度收益看涨期权)<p class=\"t-img-caption\"><span>ASML东部时间。收入意味着共识。数据来源:标普资本智商</span></p></blockquote></p><p></p><p> We applaud management for having the confidence to issue long-term guidance of 11% CAGR from 2020 to 2030. Management also provided revenue visibility till FY25, as it expected revenue of between EUR 24B and EUR 30B. Consensus estimates point to revenue of EUR 28.5B, which is at the higher end of ASML's mid-term guidance. Therefore, consensus estimates imply a revenue CAGR of 11.1% over the next four years, aligning with ASML's long-term guidance. Notably, it's also in line with Mordor Intelligence's estimates from FY20. ASML is projected to grow its revenue at a CAGR of 15.3% from FY20 to FY26. Hence, we are confident that the company's revenue guidance and the consensus estimates are well-aligned and credible.</p><p><blockquote>我们赞扬管理层有信心发布2020年至2030年复合年增长率11%的长期指导。管理层还提供了截至2025财年的收入可见性,预计收入在24B欧元至30B欧元之间。市场普遍估计收入为28.5 B欧元,处于ASML中期指导的高端。因此,普遍估计意味着未来四年收入复合年增长率为11.1%,与ASML的长期指导一致。值得注意的是,这也符合Mordor Intelligence对2020财年的估计。ASML预计从2020财年到26财年,其收入将以15.3%的复合年增长率增长。因此,我们相信该公司的收入指引和共识估计是一致且可信的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44c022f15bd09540111ab4db82dcff88\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>ASML EV/Fwd EBITDA valuation trend. Data source: S&P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML EV/Fwd EBITDA估值趋势。数据来源:标普资本智商</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67bc2b2d8f96dd007a5c727b7b0762c7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>ASML stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>ASML股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> We believe the clear revenue runway ahead for ASML has given investors confidence to continue paying a premium for ASML stock. The stock is currently trading at an EV/NTM EBITDA of 35.3x, 31.2% above its 3Y mean of 26.9x.</p><p><blockquote>我们认为,ASML未来清晰的收入跑道让投资者有信心继续为ASML股票支付溢价。该股目前的EV/NTM EBITDA为35.3倍,比3年平均水平26.9倍高出31.2%。</blockquote></p><p> However, ASML stock has found support whenever its NTM EBITDA multiple reached about 32.3x in 2021. The stock is trading at about 9.3% above this support level. Despite that, we are cautious about paying such a high premium for a stock where we consider at least two to three years of EBITDA growth could have been priced in.</p><p><blockquote>然而,当ASML股票在2021年NTM EBITDA倍数达到约32.3倍时,其股票就找到了支撑。该股目前的交易价格比该支撑位高出约9.3%。尽管如此,我们对为一只股票支付如此高的溢价持谨慎态度,因为我们认为至少两到三年的EBITDA增长可能已经被定价。</blockquote></p><p> There is little doubt that ASML stock is a high-quality stock with a clear revenue runway. But, we are careful about paying the current premium asked. Therefore, we encourage investors to wait for a deeper retracement for a safer entry point.</p><p><blockquote>毫无疑问,ASML股票是一只拥有清晰收入跑道的优质股票。但是,我们对支付当前要求的保费很谨慎。因此,我们鼓励投资者等待更深的回撤,以获得更安全的入场点。</blockquote></p><p> Consequently, we<i>rate ASML at Neutral for now</i>. But we may consider adding exposure if we observe a meaningful retracement.</p><p><blockquote>因此,我们<i>目前将ASML评级为中性</i>.但如果我们观察到有意义的回撤,我们可能会考虑增加敞口。</blockquote></p><p> Written by JR Research</p><p><blockquote>作者:JR Research</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4471867-asml-stock-leading-semiconductor-player-valuation-looks-stretched\">Seeking Alpha</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":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4471867-asml-stock-leading-semiconductor-player-valuation-looks-stretched","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183200074","content_text":"Summary\n\nASML is supplying the critical extreme ultraviolet lithography machines for the leading-edge foundries. It has no competitors in this market.\nInvestors have been willing to pay up for its dominance in this market.\nHowever, its current valuation looks stretched, as growth is expected to slow.\nWe discuss why we think investors should wait for a deeper retracement first before considering adding exposure.\n\nSundry Photography/iStock Editorial via Getty Images\nInvestment Thesis\nASML Holding N.V. (ASML) is one of the leading players in the wafer fabrication equipment (WFE) market. As the only player capable of manufacturing extreme ultraviolet (EUV) lithography machines, ASML has no competitors in this category. Taiwan Semiconductor (TSM), Samsung (OTC:SSNLF), and Intel (INTC) have to depend on ASML to supply these highly coveted and costly machines. In addition, the secular demand drivers underpinning the 5G ramp, IoT, autonomous vehicles, and high-performance computing will continue to benefit ASML EUV demand.\nASML also telegraphed a backlog that amounted to EUR 19.6B in FQ3, including EUR 11.6B in EUV. Consequently, it has given them revenue visibility until early 2023, as the company continues to add capacity.\nNevertheless, we believe that a significant amount of growth premium has been baked into the stock's current valuation. It leaves little margin for error and would require ASML to execute immaculately. While we do not question management's ability to execute, we are also concerned about the potential or a correction due to excess capacity from 2023/24 onwards.\nASML Stock YTD Performance\nASML stock YTD performance (as of 23 November 21).\nIt has been a fabulous year for ASML investors. The stock's momentum has been robust all year as it rode the secular drivers underpinning its industry. Moreover, given its dominance in EUV lithography, investors are willing to continue paying up to own its shares. As a result, ASML stock's YTD gain of 65.6% easily outperformed the Invesco QQQ ETF's (QQQ) YTD return of 26.7%. However, its WFE rival Applied Materials (AMAT) stock is slightly ahead with a YTD gain of 72.5%.\nA Strong 2021 for ASML. What about its Prognosis Moving Forward?\nSEMI 2021 mid-year total equipment forecast by segment. Source: SEMI\nASML quarterly revenue & YoY change. Data source: S&P Capital IQ\nIt has been a banner year for the semiconductor industry and the WFE market. SEMI estimated that WFE sales would increase by 33.5% YoY in 2021. ASML guided for its revenue to grow by 35% YoY in FY21. Given the company's solid performance in FQ1-FQ3 so far, we believe that ASML's guidance is highly credible. It's also well in line with the industry's forecasts, so it's highly reasonable as well. Despite the supply chain problems that ASML is facing, it still expects a robust FQ4, guiding for revenue of between EUR 4.9B to EUR 5.2B. CEO Peter Wennink emphasized (edited):\n\nWe're seeing continued strong demand from our customers across all market segmentsfrom both advanced and mature nodes, driving demand across our entire product portfolio. These end market trends are driving strong demand across all market segments and across our entire technology portfolio.\n Therefore, we continue to increase our capacityfor all of our products to meet customer capacity and technology requirements. (from ASML's FQ3'21 earnings call)\n\nASML share of revenue by technology. Data source: Company filings\nASML sales count of EUV machines. Data source: Company filings\nEUV has driven sales for ASML tremendously over the last three years. We can easily glean from the growth cadence of the unit sales, and EUV's share of the revenue. In FQ3, EUV's share of revenue remains influential and consistent at 54%. In addition, its foundry customers have telegraphed their plans to increase CapEx intensity moving forward to support robust underlying demand. Therefore, we believe EUV's share of revenue will remain robust.\nNevertheless, it's also important to note that its DUV systems are critical in driving ASML's revenue. Hence, while the secular demand underpinning EUV's strength is commendable, the concern of overcapacity has been widely discussed along the mature nodes.\nTSMC CEO C.C. Wei also discussed the possibility of an \"inventory correction\" moving forward. He articulated:\n\n Let me say that while we do not rule out the possibility of an inventory correction, but we expect TSMC's capacity remain very tight in 2021 and throughout 2022. This is because of our technology leadership position. And even there's a correction to occur, we believe it could be less volatile for TSMC than previous downturn due to our underlying structural megatrend of 5G-related and HPC applications. (from TSMC's FQ3'21 earnings call)\n\nHence, TSM recognizes that the potential for excess capacity could affect the trailing nodes much more than leading nodes. However, TSM's CapEx is heavily focused on the leading-edge, as it accounted for 80% of its CapEx investments. Therefore, a potential downturn is less likely to hit the foundry leader significantly.\nIn addition, the problems could intensify in the automotive market. TSMC emphasized that it discovered that the automotive supply chain is very complex and challenging to grasp well. CEO C.C. Wei emphasized: \"Let me specifically point it out. The automotive supply chain actually is quite long and complex. It's more complicated than we initially thought.\"\nEven ASML had cautioned that it has also been unable to fully understand the bottlenecks in the supply chain. While the company has attempted its best to model and survey, it hasn't found a viable answer. In response to an analyst's question on the source of the supply bottlenecks, CEO Peter Wennink accentuated (edited):\n\nSo -- and the real answer is we don't know. Because somehow we haven't been able to connect all the dots that actually are the underlying drivers for this demand. There's some rumors out there that the brokers and the distributors are stocking up all the inventory to drive up the prices. I know one thing that the demand for mature, for DUV dry has by far exceeded our expectations. Some of it will be panic ordering by the customers of our customers. But it's too big to just be panic ordering.\n So there is this underlying trend that we really don't understand fully.(from ASML's FQ3'21 earnings call)\n\nSo, is ASML Stock a Buy Now?\nMuch has been said about ASML's dominance in leading-edge EUV systems and how it will continue to entrench its leadership. But, it may be helpful for investors to remember that its mature nodes systems also drive the company's stock valuation.\nMordor Intelligence estimates that the EUV market would grow by a CAGR of 15% from 2020 to 2026. Considering ASML's FY21 guidance of 35% YoY growth, ASML expects slower growth ahead even with the capacity ramp. Wennink also suggested that corrections cannot be ruled out, even though he emphasized that it's unlikely to happen soon. He mentioned (edited):\n\n Yes. I mean, we have corrections.\n We have always seen corrections in our industry. I'm not going to say that they're not there. But we have to look at some of the trends that we're also seeing. And we look at the announcement of the build-out of new capacity. Just refer to the US chip sector, EUR 52 billion, of which EUR 40 billion is for basically to support expansion of capacity. That's going to happen over the next couple of years. It will take 2 to 3 years. So when will this inevitable correction come, I don't think it's likely to come anywhere soon. (from ASML's FQ3'21 earnings call)\n\nASML est. revenue mean consensus. Data source: S&P Capital IQ\nWe applaud management for having the confidence to issue long-term guidance of 11% CAGR from 2020 to 2030. Management also provided revenue visibility till FY25, as it expected revenue of between EUR 24B and EUR 30B. Consensus estimates point to revenue of EUR 28.5B, which is at the higher end of ASML's mid-term guidance. Therefore, consensus estimates imply a revenue CAGR of 11.1% over the next four years, aligning with ASML's long-term guidance. Notably, it's also in line with Mordor Intelligence's estimates from FY20. ASML is projected to grow its revenue at a CAGR of 15.3% from FY20 to FY26. Hence, we are confident that the company's revenue guidance and the consensus estimates are well-aligned and credible.\nASML EV/Fwd EBITDA valuation trend. Data source: S&P Capital IQ\nASML stock EV/NTM EBITDA 3Y mean.\nWe believe the clear revenue runway ahead for ASML has given investors confidence to continue paying a premium for ASML stock. The stock is currently trading at an EV/NTM EBITDA of 35.3x, 31.2% above its 3Y mean of 26.9x.\nHowever, ASML stock has found support whenever its NTM EBITDA multiple reached about 32.3x in 2021. The stock is trading at about 9.3% above this support level. Despite that, we are cautious about paying such a high premium for a stock where we consider at least two to three years of EBITDA growth could have been priced in.\nThere is little doubt that ASML stock is a high-quality stock with a clear revenue runway. But, we are careful about paying the current premium asked. Therefore, we encourage investors to wait for a deeper retracement for a safer entry point.\nConsequently, werate ASML at Neutral for now. But we may consider adding exposure if we observe a meaningful retracement.\nWritten by JR Research","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878585117,"gmtCreate":1637207335550,"gmtModify":1637207335640,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563665942813728","authorIdStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878585117","repostId":"2184510828","repostType":4,"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854293721,"gmtCreate":1635461080663,"gmtModify":1635461080937,"author":{"id":"3563665942813728","authorId":"3563665942813728","name":"Francis1977","avatar":"https://static.tigerbbs.com/f41e57e9c6370943666fc4df69655b8f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563665942813728","authorIdStr":"3563665942813728"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854293721","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","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":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收不及华尔街预期,苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为60亿美元,但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示,在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS:</b>1.24美元与预估1.24美元</li><li><b>收入:</b>833.6亿美元,预期848.5亿美元,同比增长29%</li><li><b>iPhone收入:</b>388.7亿美元对比。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元对比。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元对比。预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元对比。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元对比。预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据,苹果表示,第四财季营收和利润分别为834亿美元和每股1.24美元,而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号,该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久,苹果公布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示,苹果“相当好地解决了这些问题,但也未能毫发无损,这些问题持续时间的延长将带来麻烦,特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,苹果表示,第四季度iPhone销售额为389亿美元,低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,该公司的配件部门包括AirPods无线耳机等快速增长的类别,收入为88亿美元,比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据,iPad和Mac的销售额分别为83亿美元和92亿美元,而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括App Store业务)销售额为183亿美元,增长26%,而分析师预期为176亿美元。Cook表示,苹果目前在其平台上拥有7.45亿付费用户,高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示:“服务表现强劲,这显示了软件和服务的美观和耐用性,因为利润率更高,而且不存在供应问题,因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额,增长了83%,达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了240亿美元。</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>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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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\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收不及华尔街预期,苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为60亿美元,但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示,在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS:</b>1.24美元与预估1.24美元</li><li><b>收入:</b>833.6亿美元,预期848.5亿美元,同比增长29%</li><li><b>iPhone收入:</b>388.7亿美元对比。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元对比。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元对比。预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元对比。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元对比。预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据,苹果表示,第四财季营收和利润分别为834亿美元和每股1.24美元,而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号,该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久,苹果公布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示,苹果“相当好地解决了这些问题,但也未能毫发无损,这些问题持续时间的延长将带来麻烦,特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,苹果表示,第四季度iPhone销售额为389亿美元,低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,该公司的配件部门包括AirPods无线耳机等快速增长的类别,收入为88亿美元,比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据,iPad和Mac的销售额分别为83亿美元和92亿美元,而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括App Store业务)销售额为183亿美元,增长26%,而分析师预期为176亿美元。Cook表示,苹果目前在其平台上拥有7.45亿付费用户,高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示:“服务表现强劲,这显示了软件和服务的美观和耐用性,因为利润率更高,而且不存在供应问题,因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额,增长了83%,达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了240亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}