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Bptan1973

Bptan1973

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2021-06-20

Nice

抱歉，原内容已删除

2021-06-21

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-08-02

Looking at alibaba finding entry point

Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>

2021-07-05

Ok nice

Is the Stock Market Open or Closed on Independence Day?<blockquote>独立日股票市场是开放还是关闭？</blockquote>

2021-06-03

Zillow

抱歉，原内容已删除

2021-07-03

Always worried

Suze Orman worries about a market crash — here's what you should do<blockquote>Suze Orman担心市场崩盘——以下是您应该做的</blockquote>

2021-06-04

Take note

CrowdStrike stock rises as earnings, outlook top Street view<blockquote>CrowdStrike股价上涨，盈利和前景顶级街景</blockquote>

2021-08-06

Which is better

20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>

2021-07-29

Good news

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2021-07-10

Great

A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?<blockquote>美股疯狂的一周伴随着市场叙事的变化——投资者应该相信吗？</blockquote>

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Consider This \"Time Arbitrage\" Move<blockquote>特斯拉将于四月下旬公布财报。考虑一下这种“时间套利”的举动</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185894444","media":"Barron's","summary":"It will soon be truth or consequences time on Wall Street.Many of the world’s most important compani","content":"<p><html><head></head><body>It will soon be truth or consequences time on Wall Street.</p><p><blockquote><html><head></head><body>华尔街很快就到了真相大白的时候了。</body></html></blockquote></p><p>Many of the world’s most important companies are about to start reporting quarterly earnings, providing investors with an opportunity to compare their estimates of reality with data and commentary from sophisticated corporate practitioners.</p><p><blockquote>许多全球最重要的公司即将开始报告季度收益，这为投资者提供了一个机会，将他们对现实的估计与经验丰富的企业从业者的数据和评论进行比较。</blockquote></p><p>Whatever can be said about what happens next in the financial markets, one thing is clear: Many investors remain confused. The Federal Reserve and other central banks have begun to raise interest rates, bringing about the end of two decades of easy-money policies that supported stocks and the economy. Earnings reports should give investors insight into what comes next.</p><p><blockquote>无论金融市场接下来会发生什么，有一点是明确的：许多投资者仍然感到困惑。美联储和其他央行已经开始加息，结束了二十年来支撑股市和经济的宽松货币政策。收益报告应该让投资者深入了解接下来会发生什么。</blockquote></p><p>The trend, in short, may no longer be your friend, and in such times, it is helpful to have an investing framework. JPMorgan Chase CEO Jamie Dimon recently provided one in his annual letter to shareholders.</p><p><blockquote>简而言之，趋势可能不再是你的朋友，在这种时候，有一个投资框架是有帮助的。摩根大通首席执行官杰米·戴蒙最近在致股东的年度信中提供了一个。</blockquote></p><p>Dimon warned of the unprecedented risks facing the U.S. economy, ranging from persistent inflation, rising rates, the Covid-19 pandemic, and even the potential reordering of the world order. But he also offered some insight into the basic principles and strategies that he used to build his bank.</p><p><blockquote>戴蒙警告称，美国经济面临前所未有的风险，包括持续的通胀、利率上升、Covid-19大流行，甚至世界秩序的潜在重新排序。但他也提供了一些关于他用来建立银行的基本原则和策略的见解。</blockquote></p><p>“We strive to build enduring businesses, and we are not a conglomerate—all our businesses rely on and benefit from each other. Both of these factors help generate our superior returns,” Dimon wrote, offering investors a useful way to evaluate companies that are well run—and potentially worthy of long-term investments.</p><p><blockquote>戴蒙写道：“我们努力建立持久的业务，我们不是一家企业集团——我们所有的业务都相互依赖并相互受益。这两个因素都有助于我们产生卓越的回报。”他为投资者提供了一种评估公司的有用方法运营良好，可能值得长期投资。</blockquote></p><p>Investors who are intrigued by this can take advantage of a strategy that we have long called “time arbitrage.” By selling short-term options on stocks that they can hold for a minimum of three to five years, investors can use present-day concerns to position to buy stocks that they are willing to warehouse.</p><p><blockquote>对此感兴趣的投资者可以利用我们长期以来称之为“时间套利”的策略。通过出售可以持有至少三到五年的股票短期期权，投资者可以利用当前的担忧来购买他们愿意储存的股票。</blockquote></p><p>The challenge, now and always, is to think like a thematic, long-term investor even when market conditions and cross currents are disquieting.</p><p><blockquote>现在和永远的挑战是，即使市场状况和逆流令人不安，也要像主题型长期投资者一样思考。</blockquote></p><p>Consider <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. The electric-vehicle maker recently reported better-than-expected sales data. If last year’s date is indicative, the company will report earnings in late April. To preposition, investors could consider selling Tesla’s put options to potentially buy the stock on weakness.</p><p><blockquote>考虑<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>这家电动汽车制造商最近公布了好于预期的销售数据。如果去年的日期具有指示性，该公司将在四月下旬公布收益。首先，投资者可以考虑出售特斯拉的看跌期权，以便在该股疲软时买入该股。</blockquote></p><p>With Tesla’s stock at $1,045.76, investors could sell the May $900 put for about $31. The put sale positions them to buy the stock at $900. Should the stock be above $900 at expiration, investors can keep the options premium.</p><p><blockquote>由于特斯拉股价为1,045.76美元，投资者可以以约31美元的价格出售5月份900美元的看跌期权。看跌期权使他们能够以900美元的价格买入股票。如果股票到期时高于900美元，投资者可以保留期权溢价。</blockquote></p><p>The great risk is that the stock falls far below the put price, obligating investors to cover the put or to make adjustments to it in the options market to avoid assignment.</p><p><blockquote>最大的风险是股票远低于看跌期权价格，投资者有义务回补看跌期权或在期权市场对其进行调整以避免转让。</blockquote></p><p>During the past 52 weeks, the stock has ranged from $546.98 to $1,243.49. The company recently announced plans for a stock split “in the form of a stock dividend.” Tesla issued a 5-for-1 stock split in August 2020, but offered no details on the impending corporate action.</p><p><blockquote>在过去52周内，该股的波动范围为546.98美元至1,243.49美元。该公司最近宣布了“以股票股息形式”进行股票分割的计划。特斯拉于2020年8月进行了5比1的股票分割，但没有提供有关即将采取的公司行动的细节。</blockquote></p><p>The world is increasingly realizing electric vehicles are the future. The recent surge in oil and gasoline prices has probably accelerated this trend.</p><p><blockquote>世界越来越意识到电动汽车是未来。最近石油和汽油价格的飙升可能加速了这一趋势。</blockquote></p><p>Tesla pioneered the industry’s birth. The competitive moat might be narrowing as electric vehicles become more accepted, but Tesla founder and CEO Elon Musk has a mind of great singularity. He has seen the future. The short-term options trade outlined above is a way to monetize a long-term theme that will probably outlast economic and financial fluctuations.</p><p><blockquote>特斯拉开创了该行业的诞生。随着电动汽车越来越被接受，竞争护城河可能正在缩小，但特斯拉创始人兼首席执行官Elon Musk有着非常独特的想法。他已经看到了未来。上述短期期权交易是一种将长期主题货币化的方式，这种主题可能会持续经济和金融波动。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Due to Report Earnings in Late April. 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Consider This \"Time Arbitrage\" Move<blockquote>特斯拉将于四月下旬公布财报。考虑一下这种“时间套利”的举动</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2022-04-07 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It will soon be truth or consequences time on Wall Street.</p><p><blockquote><html><head></head><body>华尔街很快就到了真相大白的时候了。</body></html></blockquote></p><p>Many of the world’s most important companies are about to start reporting quarterly earnings, providing investors with an opportunity to compare their estimates of reality with data and commentary from sophisticated corporate practitioners.</p><p><blockquote>许多全球最重要的公司即将开始报告季度收益，这为投资者提供了一个机会，将他们对现实的估计与经验丰富的企业从业者的数据和评论进行比较。</blockquote></p><p>Whatever can be said about what happens next in the financial markets, one thing is clear: Many investors remain confused. The Federal Reserve and other central banks have begun to raise interest rates, bringing about the end of two decades of easy-money policies that supported stocks and the economy. Earnings reports should give investors insight into what comes next.</p><p><blockquote>无论金融市场接下来会发生什么，有一点是明确的：许多投资者仍然感到困惑。美联储和其他央行已经开始加息，结束了二十年来支撑股市和经济的宽松货币政策。收益报告应该让投资者深入了解接下来会发生什么。</blockquote></p><p>The trend, in short, may no longer be your friend, and in such times, it is helpful to have an investing framework. JPMorgan Chase CEO Jamie Dimon recently provided one in his annual letter to shareholders.</p><p><blockquote>简而言之，趋势可能不再是你的朋友，在这种时候，有一个投资框架是有帮助的。摩根大通首席执行官杰米·戴蒙最近在致股东的年度信中提供了一个。</blockquote></p><p>Dimon warned of the unprecedented risks facing the U.S. economy, ranging from persistent inflation, rising rates, the Covid-19 pandemic, and even the potential reordering of the world order. But he also offered some insight into the basic principles and strategies that he used to build his bank.</p><p><blockquote>戴蒙警告称，美国经济面临前所未有的风险，包括持续的通胀、利率上升、Covid-19大流行，甚至世界秩序的潜在重新排序。但他也提供了一些关于他用来建立银行的基本原则和策略的见解。</blockquote></p><p>“We strive to build enduring businesses, and we are not a conglomerate—all our businesses rely on and benefit from each other. Both of these factors help generate our superior returns,” Dimon wrote, offering investors a useful way to evaluate companies that are well run—and potentially worthy of long-term investments.</p><p><blockquote>戴蒙写道：“我们努力建立持久的业务，我们不是一家企业集团——我们所有的业务都相互依赖并相互受益。这两个因素都有助于我们产生卓越的回报。”他为投资者提供了一种评估公司的有用方法运营良好，可能值得长期投资。</blockquote></p><p>Investors who are intrigued by this can take advantage of a strategy that we have long called “time arbitrage.” By selling short-term options on stocks that they can hold for a minimum of three to five years, investors can use present-day concerns to position to buy stocks that they are willing to warehouse.</p><p><blockquote>对此感兴趣的投资者可以利用我们长期以来称之为“时间套利”的策略。通过出售可以持有至少三到五年的股票短期期权，投资者可以利用当前的担忧来购买他们愿意储存的股票。</blockquote></p><p>The challenge, now and always, is to think like a thematic, long-term investor even when market conditions and cross currents are disquieting.</p><p><blockquote>现在和永远的挑战是，即使市场状况和逆流令人不安，也要像主题型长期投资者一样思考。</blockquote></p><p>Consider <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. The electric-vehicle maker recently reported better-than-expected sales data. If last year’s date is indicative, the company will report earnings in late April. To preposition, investors could consider selling Tesla’s put options to potentially buy the stock on weakness.</p><p><blockquote>考虑<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>这家电动汽车制造商最近公布了好于预期的销售数据。如果去年的日期具有指示性，该公司将在四月下旬公布收益。首先，投资者可以考虑出售特斯拉的看跌期权，以便在该股疲软时买入该股。</blockquote></p><p>With Tesla’s stock at $1,045.76, investors could sell the May $900 put for about $31. The put sale positions them to buy the stock at $900. Should the stock be above $900 at expiration, investors can keep the options premium.</p><p><blockquote>由于特斯拉股价为1,045.76美元，投资者可以以约31美元的价格出售5月份900美元的看跌期权。看跌期权使他们能够以900美元的价格买入股票。如果股票到期时高于900美元，投资者可以保留期权溢价。</blockquote></p><p>The great risk is that the stock falls far below the put price, obligating investors to cover the put or to make adjustments to it in the options market to avoid assignment.</p><p><blockquote>最大的风险是股票远低于看跌期权价格，投资者有义务回补看跌期权或在期权市场对其进行调整以避免转让。</blockquote></p><p>During the past 52 weeks, the stock has ranged from $546.98 to $1,243.49. The company recently announced plans for a stock split “in the form of a stock dividend.” Tesla issued a 5-for-1 stock split in August 2020, but offered no details on the impending corporate action.</p><p><blockquote>在过去52周内，该股的波动范围为546.98美元至1,243.49美元。该公司最近宣布了“以股票股息形式”进行股票分割的计划。特斯拉于2020年8月进行了5比1的股票分割，但没有提供有关即将采取的公司行动的细节。</blockquote></p><p>The world is increasingly realizing electric vehicles are the future. The recent surge in oil and gasoline prices has probably accelerated this trend.</p><p><blockquote>世界越来越意识到电动汽车是未来。最近石油和汽油价格的飙升可能加速了这一趋势。</blockquote></p><p>Tesla pioneered the industry’s birth. The competitive moat might be narrowing as electric vehicles become more accepted, but Tesla founder and CEO Elon Musk has a mind of great singularity. He has seen the future. The short-term options trade outlined above is a way to monetize a long-term theme that will probably outlast economic and financial fluctuations.</p><p><blockquote>特斯拉开创了该行业的诞生。随着电动汽车越来越被接受，竞争护城河可能正在缩小，但特斯拉创始人兼首席执行官Elon Musk有着非常独特的想法。他已经看到了未来。上述短期期权交易是一种将长期主题货币化的方式，这种主题可能会持续经济和金融波动。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/a-time-arbitrage-options-play-on-tesla-stock-51649314803?mod=Searchresults\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/a-time-arbitrage-options-play-on-tesla-stock-51649314803?mod=Searchresults","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185894444","content_text":"It will soon be truth or consequences time on Wall Street.Many of the world’s most important companies are about to start reporting quarterly earnings, providing investors with an opportunity to compare their estimates of reality with data and commentary from sophisticated corporate practitioners.Whatever can be said about what happens next in the financial markets, one thing is clear: Many investors remain confused. The Federal Reserve and other central banks have begun to raise interest rates, bringing about the end of two decades of easy-money policies that supported stocks and the economy. Earnings reports should give investors insight into what comes next.The trend, in short, may no longer be your friend, and in such times, it is helpful to have an investing framework. JPMorgan Chase CEO Jamie Dimon recently provided one in his annual letter to shareholders.Dimon warned of the unprecedented risks facing the U.S. economy, ranging from persistent inflation, rising rates, the Covid-19 pandemic, and even the potential reordering of the world order. But he also offered some insight into the basic principles and strategies that he used to build his bank.“We strive to build enduring businesses, and we are not a conglomerate—all our businesses rely on and benefit from each other. Both of these factors help generate our superior returns,” Dimon wrote, offering investors a useful way to evaluate companies that are well run—and potentially worthy of long-term investments.Investors who are intrigued by this can take advantage of a strategy that we have long called “time arbitrage.” By selling short-term options on stocks that they can hold for a minimum of three to five years, investors can use present-day concerns to position to buy stocks that they are willing to warehouse.The challenge, now and always, is to think like a thematic, long-term investor even when market conditions and cross currents are disquieting.Consider Tesla. The electric-vehicle maker recently reported better-than-expected sales data. If last year’s date is indicative, the company will report earnings in late April. To preposition, investors could consider selling Tesla’s put options to potentially buy the stock on weakness.With Tesla’s stock at $1,045.76, investors could sell the May $900 put for about $31. The put sale positions them to buy the stock at $900. Should the stock be above $900 at expiration, investors can keep the options premium.The great risk is that the stock falls far below the put price, obligating investors to cover the put or to make adjustments to it in the options market to avoid assignment.During the past 52 weeks, the stock has ranged from $546.98 to $1,243.49. The company recently announced plans for a stock split “in the form of a stock dividend.” Tesla issued a 5-for-1 stock split in August 2020, but offered no details on the impending corporate action.The world is increasingly realizing electric vehicles are the future. The recent surge in oil and gasoline prices has probably accelerated this trend.Tesla pioneered the industry’s birth. The competitive moat might be narrowing as electric vehicles become more accepted, but Tesla founder and CEO Elon Musk has a mind of great singularity. He has seen the future. The short-term options trade outlined above is a way to monetize a long-term theme that will probably outlast economic and financial fluctuations.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619527082,"gmtCreate":1649344121563,"gmtModify":1649344121900,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619527082","repostId":"1185894444","repostType":4,"repost":{"id":"1185894444","kind":"news","pubTimestamp":1649345400,"share":"https://www.laohu8.com/m/news/1185894444?lang=zh_CN&edition=full","pubTime":"2022-04-07 23:30","market":"us","language":"en","title":"Tesla Is Due to Report Earnings in Late April. Consider This \"Time Arbitrage\" Move<blockquote>特斯拉将于四月下旬公布财报。考虑一下这种“时间套利”的举动</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185894444","media":"Barron's","summary":"It will soon be truth or consequences time on Wall Street.Many of the world’s most important compani","content":"<p><html><head></head><body>It will soon be truth or consequences time on Wall Street.</p><p><blockquote><html><head></head><body>华尔街很快就到了真相大白的时候了。</body></html></blockquote></p><p>Many of the world’s most important companies are about to start reporting quarterly earnings, providing investors with an opportunity to compare their estimates of reality with data and commentary from sophisticated corporate practitioners.</p><p><blockquote>许多全球最重要的公司即将开始报告季度收益，这为投资者提供了一个机会，将他们对现实的估计与经验丰富的企业从业者的数据和评论进行比较。</blockquote></p><p>Whatever can be said about what happens next in the financial markets, one thing is clear: Many investors remain confused. The Federal Reserve and other central banks have begun to raise interest rates, bringing about the end of two decades of easy-money policies that supported stocks and the economy. Earnings reports should give investors insight into what comes next.</p><p><blockquote>无论金融市场接下来会发生什么，有一点是明确的：许多投资者仍然感到困惑。美联储和其他央行已经开始加息，结束了二十年来支撑股市和经济的宽松货币政策。收益报告应该让投资者深入了解接下来会发生什么。</blockquote></p><p>The trend, in short, may no longer be your friend, and in such times, it is helpful to have an investing framework. JPMorgan Chase CEO Jamie Dimon recently provided one in his annual letter to shareholders.</p><p><blockquote>简而言之，趋势可能不再是你的朋友，在这种时候，有一个投资框架是有帮助的。摩根大通首席执行官杰米·戴蒙最近在致股东的年度信中提供了一个。</blockquote></p><p>Dimon warned of the unprecedented risks facing the U.S. economy, ranging from persistent inflation, rising rates, the Covid-19 pandemic, and even the potential reordering of the world order. But he also offered some insight into the basic principles and strategies that he used to build his bank.</p><p><blockquote>戴蒙警告称，美国经济面临前所未有的风险，包括持续的通胀、利率上升、Covid-19大流行，甚至世界秩序的潜在重新排序。但他也提供了一些关于他用来建立银行的基本原则和策略的见解。</blockquote></p><p>“We strive to build enduring businesses, and we are not a conglomerate—all our businesses rely on and benefit from each other. Both of these factors help generate our superior returns,” Dimon wrote, offering investors a useful way to evaluate companies that are well run—and potentially worthy of long-term investments.</p><p><blockquote>戴蒙写道：“我们努力建立持久的业务，我们不是一家企业集团——我们所有的业务都相互依赖并相互受益。这两个因素都有助于我们产生卓越的回报。”他为投资者提供了一种评估公司的有用方法运营良好，可能值得长期投资。</blockquote></p><p>Investors who are intrigued by this can take advantage of a strategy that we have long called “time arbitrage.” By selling short-term options on stocks that they can hold for a minimum of three to five years, investors can use present-day concerns to position to buy stocks that they are willing to warehouse.</p><p><blockquote>对此感兴趣的投资者可以利用我们长期以来称之为“时间套利”的策略。通过出售可以持有至少三到五年的股票短期期权，投资者可以利用当前的担忧来购买他们愿意储存的股票。</blockquote></p><p>The challenge, now and always, is to think like a thematic, long-term investor even when market conditions and cross currents are disquieting.</p><p><blockquote>现在和永远的挑战是，即使市场状况和逆流令人不安，也要像主题型长期投资者一样思考。</blockquote></p><p>Consider <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. The electric-vehicle maker recently reported better-than-expected sales data. If last year’s date is indicative, the company will report earnings in late April. To preposition, investors could consider selling Tesla’s put options to potentially buy the stock on weakness.</p><p><blockquote>考虑<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>这家电动汽车制造商最近公布了好于预期的销售数据。如果去年的日期具有指示性，该公司将在四月下旬公布收益。首先，投资者可以考虑出售特斯拉的看跌期权，以便在该股疲软时买入该股。</blockquote></p><p>With Tesla’s stock at $1,045.76, investors could sell the May $900 put for about $31. The put sale positions them to buy the stock at $900. Should the stock be above $900 at expiration, investors can keep the options premium.</p><p><blockquote>由于特斯拉股价为1,045.76美元，投资者可以以约31美元的价格出售5月份900美元的看跌期权。看跌期权使他们能够以900美元的价格买入股票。如果股票到期时高于900美元，投资者可以保留期权溢价。</blockquote></p><p>The great risk is that the stock falls far below the put price, obligating investors to cover the put or to make adjustments to it in the options market to avoid assignment.</p><p><blockquote>最大的风险是股票远低于看跌期权价格，投资者有义务回补看跌期权或在期权市场对其进行调整以避免转让。</blockquote></p><p>During the past 52 weeks, the stock has ranged from $546.98 to $1,243.49. The company recently announced plans for a stock split “in the form of a stock dividend.” Tesla issued a 5-for-1 stock split in August 2020, but offered no details on the impending corporate action.</p><p><blockquote>在过去52周内，该股的波动范围为546.98美元至1,243.49美元。该公司最近宣布了“以股票股息形式”进行股票分割的计划。特斯拉于2020年8月进行了5比1的股票分割，但没有提供有关即将采取的公司行动的细节。</blockquote></p><p>The world is increasingly realizing electric vehicles are the future. The recent surge in oil and gasoline prices has probably accelerated this trend.</p><p><blockquote>世界越来越意识到电动汽车是未来。最近石油和汽油价格的飙升可能加速了这一趋势。</blockquote></p><p>Tesla pioneered the industry’s birth. The competitive moat might be narrowing as electric vehicles become more accepted, but Tesla founder and CEO Elon Musk has a mind of great singularity. He has seen the future. The short-term options trade outlined above is a way to monetize a long-term theme that will probably outlast economic and financial fluctuations.</p><p><blockquote>特斯拉开创了该行业的诞生。随着电动汽车越来越被接受，竞争护城河可能正在缩小，但特斯拉创始人兼首席执行官Elon Musk有着非常独特的想法。他已经看到了未来。上述短期期权交易是一种将长期主题货币化的方式，这种主题可能会持续经济和金融波动。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Due to Report Earnings in Late April. Consider This \"Time Arbitrage\" Move<blockquote>特斯拉将于四月下旬公布财报。考虑一下这种“时间套利”的举动</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Due to Report Earnings in Late April. Consider This \"Time Arbitrage\" Move<blockquote>特斯拉将于四月下旬公布财报。考虑一下这种“时间套利”的举动</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2022-04-07 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It will soon be truth or consequences time on Wall Street.</p><p><blockquote><html><head></head><body>华尔街很快就到了真相大白的时候了。</body></html></blockquote></p><p>Many of the world’s most important companies are about to start reporting quarterly earnings, providing investors with an opportunity to compare their estimates of reality with data and commentary from sophisticated corporate practitioners.</p><p><blockquote>许多全球最重要的公司即将开始报告季度收益，这为投资者提供了一个机会，将他们对现实的估计与经验丰富的企业从业者的数据和评论进行比较。</blockquote></p><p>Whatever can be said about what happens next in the financial markets, one thing is clear: Many investors remain confused. The Federal Reserve and other central banks have begun to raise interest rates, bringing about the end of two decades of easy-money policies that supported stocks and the economy. Earnings reports should give investors insight into what comes next.</p><p><blockquote>无论金融市场接下来会发生什么，有一点是明确的：许多投资者仍然感到困惑。美联储和其他央行已经开始加息，结束了二十年来支撑股市和经济的宽松货币政策。收益报告应该让投资者深入了解接下来会发生什么。</blockquote></p><p>The trend, in short, may no longer be your friend, and in such times, it is helpful to have an investing framework. JPMorgan Chase CEO Jamie Dimon recently provided one in his annual letter to shareholders.</p><p><blockquote>简而言之，趋势可能不再是你的朋友，在这种时候，有一个投资框架是有帮助的。摩根大通首席执行官杰米·戴蒙最近在致股东的年度信中提供了一个。</blockquote></p><p>Dimon warned of the unprecedented risks facing the U.S. economy, ranging from persistent inflation, rising rates, the Covid-19 pandemic, and even the potential reordering of the world order. But he also offered some insight into the basic principles and strategies that he used to build his bank.</p><p><blockquote>戴蒙警告称，美国经济面临前所未有的风险，包括持续的通胀、利率上升、Covid-19大流行，甚至世界秩序的潜在重新排序。但他也提供了一些关于他用来建立银行的基本原则和策略的见解。</blockquote></p><p>“We strive to build enduring businesses, and we are not a conglomerate—all our businesses rely on and benefit from each other. Both of these factors help generate our superior returns,” Dimon wrote, offering investors a useful way to evaluate companies that are well run—and potentially worthy of long-term investments.</p><p><blockquote>戴蒙写道：“我们努力建立持久的业务，我们不是一家企业集团——我们所有的业务都相互依赖并相互受益。这两个因素都有助于我们产生卓越的回报。”他为投资者提供了一种评估公司的有用方法运营良好，可能值得长期投资。</blockquote></p><p>Investors who are intrigued by this can take advantage of a strategy that we have long called “time arbitrage.” By selling short-term options on stocks that they can hold for a minimum of three to five years, investors can use present-day concerns to position to buy stocks that they are willing to warehouse.</p><p><blockquote>对此感兴趣的投资者可以利用我们长期以来称之为“时间套利”的策略。通过出售可以持有至少三到五年的股票短期期权，投资者可以利用当前的担忧来购买他们愿意储存的股票。</blockquote></p><p>The challenge, now and always, is to think like a thematic, long-term investor even when market conditions and cross currents are disquieting.</p><p><blockquote>现在和永远的挑战是，即使市场状况和逆流令人不安，也要像主题型长期投资者一样思考。</blockquote></p><p>Consider <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. The electric-vehicle maker recently reported better-than-expected sales data. If last year’s date is indicative, the company will report earnings in late April. To preposition, investors could consider selling Tesla’s put options to potentially buy the stock on weakness.</p><p><blockquote>考虑<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>这家电动汽车制造商最近公布了好于预期的销售数据。如果去年的日期具有指示性，该公司将在四月下旬公布收益。首先，投资者可以考虑出售特斯拉的看跌期权，以便在该股疲软时买入该股。</blockquote></p><p>With Tesla’s stock at $1,045.76, investors could sell the May $900 put for about $31. The put sale positions them to buy the stock at $900. Should the stock be above $900 at expiration, investors can keep the options premium.</p><p><blockquote>由于特斯拉股价为1,045.76美元，投资者可以以约31美元的价格出售5月份900美元的看跌期权。看跌期权使他们能够以900美元的价格买入股票。如果股票到期时高于900美元，投资者可以保留期权溢价。</blockquote></p><p>The great risk is that the stock falls far below the put price, obligating investors to cover the put or to make adjustments to it in the options market to avoid assignment.</p><p><blockquote>最大的风险是股票远低于看跌期权价格，投资者有义务回补看跌期权或在期权市场对其进行调整以避免转让。</blockquote></p><p>During the past 52 weeks, the stock has ranged from $546.98 to $1,243.49. The company recently announced plans for a stock split “in the form of a stock dividend.” Tesla issued a 5-for-1 stock split in August 2020, but offered no details on the impending corporate action.</p><p><blockquote>在过去52周内，该股的波动范围为546.98美元至1,243.49美元。该公司最近宣布了“以股票股息形式”进行股票分割的计划。特斯拉于2020年8月进行了5比1的股票分割，但没有提供有关即将采取的公司行动的细节。</blockquote></p><p>The world is increasingly realizing electric vehicles are the future. The recent surge in oil and gasoline prices has probably accelerated this trend.</p><p><blockquote>世界越来越意识到电动汽车是未来。最近石油和汽油价格的飙升可能加速了这一趋势。</blockquote></p><p>Tesla pioneered the industry’s birth. The competitive moat might be narrowing as electric vehicles become more accepted, but Tesla founder and CEO Elon Musk has a mind of great singularity. He has seen the future. The short-term options trade outlined above is a way to monetize a long-term theme that will probably outlast economic and financial fluctuations.</p><p><blockquote>特斯拉开创了该行业的诞生。随着电动汽车越来越被接受，竞争护城河可能正在缩小，但特斯拉创始人兼首席执行官Elon Musk有着非常独特的想法。他已经看到了未来。上述短期期权交易是一种将长期主题货币化的方式，这种主题可能会持续经济和金融波动。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/a-time-arbitrage-options-play-on-tesla-stock-51649314803?mod=Searchresults\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/a-time-arbitrage-options-play-on-tesla-stock-51649314803?mod=Searchresults","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185894444","content_text":"It will soon be truth or consequences time on Wall Street.Many of the world’s most important companies are about to start reporting quarterly earnings, providing investors with an opportunity to compare their estimates of reality with data and commentary from sophisticated corporate practitioners.Whatever can be said about what happens next in the financial markets, one thing is clear: Many investors remain confused. The Federal Reserve and other central banks have begun to raise interest rates, bringing about the end of two decades of easy-money policies that supported stocks and the economy. Earnings reports should give investors insight into what comes next.The trend, in short, may no longer be your friend, and in such times, it is helpful to have an investing framework. JPMorgan Chase CEO Jamie Dimon recently provided one in his annual letter to shareholders.Dimon warned of the unprecedented risks facing the U.S. economy, ranging from persistent inflation, rising rates, the Covid-19 pandemic, and even the potential reordering of the world order. But he also offered some insight into the basic principles and strategies that he used to build his bank.“We strive to build enduring businesses, and we are not a conglomerate—all our businesses rely on and benefit from each other. Both of these factors help generate our superior returns,” Dimon wrote, offering investors a useful way to evaluate companies that are well run—and potentially worthy of long-term investments.Investors who are intrigued by this can take advantage of a strategy that we have long called “time arbitrage.” By selling short-term options on stocks that they can hold for a minimum of three to five years, investors can use present-day concerns to position to buy stocks that they are willing to warehouse.The challenge, now and always, is to think like a thematic, long-term investor even when market conditions and cross currents are disquieting.Consider Tesla. The electric-vehicle maker recently reported better-than-expected sales data. If last year’s date is indicative, the company will report earnings in late April. To preposition, investors could consider selling Tesla’s put options to potentially buy the stock on weakness.With Tesla’s stock at $1,045.76, investors could sell the May $900 put for about $31. The put sale positions them to buy the stock at $900. Should the stock be above $900 at expiration, investors can keep the options premium.The great risk is that the stock falls far below the put price, obligating investors to cover the put or to make adjustments to it in the options market to avoid assignment.During the past 52 weeks, the stock has ranged from $546.98 to $1,243.49. The company recently announced plans for a stock split “in the form of a stock dividend.” Tesla issued a 5-for-1 stock split in August 2020, but offered no details on the impending corporate action.The world is increasingly realizing electric vehicles are the future. The recent surge in oil and gasoline prices has probably accelerated this trend.Tesla pioneered the industry’s birth. The competitive moat might be narrowing as electric vehicles become more accepted, but Tesla founder and CEO Elon Musk has a mind of great singularity. He has seen the future. The short-term options trade outlined above is a way to monetize a long-term theme that will probably outlast economic and financial fluctuations.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610042535,"gmtCreate":1648450011558,"gmtModify":1648450271963,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"谢谢分享","listText":"谢谢分享","text":"谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610042535","repostId":"610063889","repostType":1,"repost":{"id":610063889,"gmtCreate":1648437016423,"gmtModify":1744960804072,"author":{"id":"3491693693962053","authorId":"3491693693962053","name":"曾鸿涛","avatar":"https://static.tigerbbs.com/338cebc837e2cc3b2714e266e4a4ac78","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491693693962053","authorIdStr":"3491693693962053"},"themes":[],"title":"6000亿美元的Meta可以抄底了吗？","htmlText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a>大搞元宇宙，炒预期，但是现在的投资人变聪明了，炒一年预期可以，但是让其再坚持久点是不可能的。财报出来暴跌了20%，我也是偶然在meta财报大跌之前就卖掉了，现在meta的市值回到6000亿美元了，那值得抄底了吗？我回顾了2018年发生在FB身上类似的情况（翻阅了之前做的的复盘笔记），回顾后发现：只要是头部企业大跌，在等待一段时间后，就会到达一个“抄底区间”，而现在就达到了那个“抄底区间”了。卖在大跌前增加投资收益还是得靠优质企业一次次的黄金坑。2018那年也是财报出来，一夜暴跌20%2018年的FB暴跌有位虎友--“纳兰影帝”（也是我之前的ID名来源）用1500美元赌末日期权，赚到了24万美刀，顺势做多了之后的苹果财报，赚了10万刀。这位虎友很聪明没有继续干下去，拿出部分钱买了房，隐姓埋名了，你现在都可以搜到相关报道。（依旧不建议各位虎友赌这玩意，他账户常年是几百美元赌期权归零，然后入金几百美金继续赌）Meta&nbsp;2月初的财报显示，元宇宙亏损超过100亿美金了，短时间也很难有起色。 但是我依旧看好meta 首先分析:市场觉得的他的主要利空是什么？1.外来竞争者对用户注意力的抢夺，比如TikTok； &nbsp;2.苹果的隐私监管导致meta不能更高效的利用隐私推送广告赚钱了； &nbsp;&nbsp;3.就是元宇宙的持续投入，至少这一两年不会有正向贡献。那他的利好是什么？ 1.是可能存在的web3.0革命；&nbsp;2.是未来互联网的引领者，这可以破解隐私政策限制，并获取先发者优势； &nbsp;3.他的VR眼镜oculus quest2销量超过千万，会不会是下个<a href=\"https://laohu8.com/S/AAPL\">$苹果(AA</a>","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a>大搞元宇宙，炒预期，但是现在的投资人变聪明了，炒一年预期可以，但是让其再坚持久点是不可能的。财报出来暴跌了20%，我也是偶然在meta财报大跌之前就卖掉了，现在meta的市值回到6000亿美元了，那值得抄底了吗？我回顾了2018年发生在FB身上类似的情况（翻阅了之前做的的复盘笔记），回顾后发现：只要是头部企业大跌，在等待一段时间后，就会到达一个“抄底区间”，而现在就达到了那个“抄底区间”了。卖在大跌前增加投资收益还是得靠优质企业一次次的黄金坑。2018那年也是财报出来，一夜暴跌20%2018年的FB暴跌有位虎友--“纳兰影帝”（也是我之前的ID名来源）用1500美元赌末日期权，赚到了24万美刀，顺势做多了之后的苹果财报，赚了10万刀。这位虎友很聪明没有继续干下去，拿出部分钱买了房，隐姓埋名了，你现在都可以搜到相关报道。（依旧不建议各位虎友赌这玩意，他账户常年是几百美元赌期权归零，然后入金几百美金继续赌）Meta&nbsp;2月初的财报显示，元宇宙亏损超过100亿美金了，短时间也很难有起色。 但是我依旧看好meta 首先分析:市场觉得的他的主要利空是什么？1.外来竞争者对用户注意力的抢夺，比如TikTok； &nbsp;2.苹果的隐私监管导致meta不能更高效的利用隐私推送广告赚钱了； &nbsp;&nbsp;3.就是元宇宙的持续投入，至少这一两年不会有正向贡献。那他的利好是什么？ 1.是可能存在的web3.0革命；&nbsp;2.是未来互联网的引领者，这可以破解隐私政策限制，并获取先发者优势； &nbsp;3.他的VR眼镜oculus quest2销量超过千万，会不会是下个<a href=\"https://laohu8.com/S/AAPL\">$苹果(AA</a>","text":"$Meta Platforms(FB)$大搞元宇宙，炒预期，但是现在的投资人变聪明了，炒一年预期可以，但是让其再坚持久点是不可能的。财报出来暴跌了20%，我也是偶然在meta财报大跌之前就卖掉了，现在meta的市值回到6000亿美元了，那值得抄底了吗？我回顾了2018年发生在FB身上类似的情况（翻阅了之前做的的复盘笔记），回顾后发现：只要是头部企业大跌，在等待一段时间后，就会到达一个“抄底区间”，而现在就达到了那个“抄底区间”了。卖在大跌前增加投资收益还是得靠优质企业一次次的黄金坑。2018那年也是财报出来，一夜暴跌20%2018年的FB暴跌有位虎友--“纳兰影帝”（也是我之前的ID名来源）用1500美元赌末日期权，赚到了24万美刀，顺势做多了之后的苹果财报，赚了10万刀。这位虎友很聪明没有继续干下去，拿出部分钱买了房，隐姓埋名了，你现在都可以搜到相关报道。（依旧不建议各位虎友赌这玩意，他账户常年是几百美元赌期权归零，然后入金几百美金继续赌）Meta 2月初的财报显示，元宇宙亏损超过100亿美金了，短时间也很难有起色。 但是我依旧看好meta 首先分析:市场觉得的他的主要利空是什么？1.外来竞争者对用户注意力的抢夺，比如TikTok； 2.苹果的隐私监管导致meta不能更高效的利用隐私推送广告赚钱了； 3.就是元宇宙的持续投入，至少这一两年不会有正向贡献。那他的利好是什么？ 1.是可能存在的web3.0革命； 2.是未来互联网的引领者，这可以破解隐私政策限制，并获取先发者优势； 3.他的VR眼镜oculus quest2销量超过千万，会不会是下个$苹果(AA","images":[{"img":"https://static.tigerbbs.com/ab4bcb509797f7407019323388dc38af","width":"1125","height":"938"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610063889","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634831304,"gmtCreate":1647426136251,"gmtModify":1647426137521,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Tesla&nbsp;","listText":"Tesla&nbsp;","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634831304","repostId":"634157517","repostType":1,"repost":{"id":634157517,"gmtCreate":1647416487931,"gmtModify":1647417366123,"author":{"id":"3527667576485981","authorId":"3527667576485981","name":"特斯拉日报Bot","avatar":"https://static.tigerbbs.com/a5f2fca2f1a66dcfe1f6dee89f3f6dfa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667576485981","authorIdStr":"3527667576485981"},"themes":[],"title":"","htmlText":"\n \n \n  Here’s Why Tesla’s Price Increases Might Shock The Market\n \n","listText":"Here’s Why Tesla’s Price Increases Might Shock The Market","text":"Here’s Why Tesla’s Price Increases Might Shock The Market","images":[{"img":"https://static.tigerbbs.com/f4a3243d45e0d77165416bf2484aaa72","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634157517","isVote":1,"tweetType":2,"object":{"id":"93140483dd3d431f86f024077f8717fb","tweetId":"634157517","title":"Here’s Why Tesla’s Price Increases Might Shock The Market","videoUrl":"http://v.tigerbbs.com/1647416468946a751d967a7c491d17ed0e6aa6926a283.mp4","poster":"https://static.tigerbbs.com/f4a3243d45e0d77165416bf2484aaa72","shareLink":"http://v.tigerbbs.com/1647416468946a751d967a7c491d17ed0e6aa6926a283.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636125485,"gmtCreate":1645712304154,"gmtModify":1645712304407,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636125485","repostId":"1169178813","repostType":4,"repost":{"id":"1169178813","kind":"news","pubTimestamp":1645710690,"share":"https://www.laohu8.com/m/news/1169178813?lang=zh_CN&edition=full","pubTime":"2022-02-24 21:51","market":"us","language":"en","title":"Executives Buy Over $70M Of 4 Stocks<blockquote>高管购买超过7000万美元的4只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169178813","media":"Benzinga","summary":"Russia’s President Vladimir Putin announced that the country’s armed forces would carry out a “speci","content":"<p><div> Russia’s President Vladimir Putin announced that the country’s armed forces would carry out a “special military operation” in Ukraine. Investors, meanwhile, focused on some notable insider tradesWhen ...</p><p><blockquote><div>俄罗斯总统普京宣布，该国武装力量将在乌克兰开展“特别军事行动”。与此同时，投资者关注一些值得注意的内幕交易...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25804574/executives-buy-over-70m-of-4-stocks\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25804574/executives-buy-over-70m-of-4-stocks\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Executives Buy Over $70M Of 4 Stocks<blockquote>高管购买超过7000万美元的4只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nExecutives Buy Over $70M Of 4 Stocks<blockquote>高管购买超过7000万美元的4只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2022-02-24 21:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Russia’s President Vladimir Putin announced that the country’s armed forces would carry out a “special military operation” in Ukraine. Investors, meanwhile, focused on some notable insider tradesWhen ...</p><p><blockquote><div>俄罗斯总统普京宣布，该国武装力量将在乌克兰开展“特别军事行动”。与此同时，投资者关注一些值得注意的内幕交易...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25804574/executives-buy-over-70m-of-4-stocks\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25804574/executives-buy-over-70m-of-4-stocks\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25804574/executives-buy-over-70m-of-4-stocks\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DUOL":"多邻国","WRBY":"Warby Parker Inc.","AMPL":"AmplitudeE, Inc."},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25804574/executives-buy-over-70m-of-4-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169178813","content_text":"Russia’s President Vladimir Putin announced that the country’s armed forces would carry out a “special military operation” in Ukraine. Investors, meanwhile, focused on some notable insider tradesWhen insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go long on the stock. Insider purchases should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a buying decision.Below is a look at a few recent notable insider purchases.AmplitudeThe Trade:Amplitude, Inc. Director Patrick Grady acquired a total of 2,563,748 shares at an average price of $19.48. To acquire these shares, it cost around $49.95 million.What’s Happening: Amplitude recently reported Q4 earnings results and issued Q1 and FY22 sales guidance below estimates.What Amplitude Does: Amplitude Inc is pioneering a new category of software called digital optimization. The company's digital optimization system serves as the command center for businesses to connect digital products to business outcomes.DuolingoThe Trade:Duolingo, Inc. 10% owner Durable Capital Partners Lp acquired a total of 112,069 shares at an average price of $87.57. To acquire these shares, it cost around $9.81 million.What’s Happening: The company’s stock dropped 5% over the past month.What Duolingo Does: Duolingo Inc is a mobile learning platform to learn languages and the top-grossing app in the Education category on both Google Play and the Apple App Store.Warby ParkerThe Trade:Warby Parker Inc. 10% owner Daniel Sundheimbought a total of 240,000 shares at an average price of $27.99. To acquire these shares, it cost around $6.72 million.What’s Happening:The company’s shares have dropped over 40% since the start of the year.What Warby Parker Does:Warby Parker Inc is engaged in designing and development of designer prescription glasses and contacts to eye exams and vision tests.Qualtrics InternationalThe Trade:Qualtrics International Inc. Director Egon Durbanbought a total of 139,663 shares at an average price of $28.28. The insider spent around $3.95 million to buy those shares.What’s Happening:Infosys recently announced collaboration with Qualtrics to help enterprises deliver personalized experiences.What Qualtrics International Does:Qualtrics International Inc is a software technology company based in the United States. It develops software for organizations.","news_type":1,"symbols_score_info":{"AMPL":0.9,"WRBY":0.9,"XM":0.9,"DUOL":0.9}},"isVote":1,"tweetType":1,"viewCount":2722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636125503,"gmtCreate":1645712225409,"gmtModify":1645712225702,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Too sad to hear that&nbsp;","listText":"Too sad to hear that&nbsp;","text":"Too sad to hear that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636125503","repostId":"1182224280","repostType":4,"repost":{"id":"1182224280","kind":"news","pubTimestamp":1645711373,"share":"https://www.laohu8.com/m/news/1182224280?lang=zh_CN&edition=full","pubTime":"2022-02-24 22:02","market":"us","language":"en","title":"Russia Attack on Ukraine May Nudge Fed to Less Aggressive Move Next Month<blockquote>俄罗斯对乌克兰的袭击可能促使美联储下个月采取不那么激进的举措</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182224280","media":"Yahoo Finance","summary":"Russia’s attack on Ukraine is fueling geopolitical risk that may push the Federal Reserve away from ","content":"<p><html><head></head><body>Russia’s attack on Ukraine is fueling geopolitical risk that may push the Federal Reserve away from a more aggressive interest rate increase in March.</p><p><blockquote><html><head></head><body>俄罗斯对乌克兰的袭击正在加剧地缘政治风险，这可能会推动美联储在3月份放弃更激进的加息。</body></html></blockquote></p><p>Fed officials, who are still eager to begin the process of paring back pandemic-era easy money policies, say they are monitoring any spillover effects of the conflict onto U.S. economic activity.</p><p><blockquote>美联储官员仍渴望开始削减大流行时期的宽松货币政策，他们表示，他们正在监测冲突对美国经济活动的任何溢出效应。</blockquote></p><p>“These create a lot of uncertainty and uncertainty, as we know, is a demand shock,” San Francisco Fed President Mary Daly told reporters on Feb. 23 — before Russian President Vladimir Putin announced the attack on Ukraine. “And how big the demand shock depends on how high the uncertainty is and how long it lasts.”</p><p><blockquote>旧金山联储主席玛丽·戴利(Mary Daly)2月23日在俄罗斯总统弗拉基米尔·普京(Vladimir Putin)宣布袭击乌克兰之前对记者表示：“这些造成了很多不确定性，正如我们所知，不确定性是需求冲击。”“而需求冲击有多大取决于不确定性有多高以及持续多长时间。”</blockquote></p><p>High inflation in the U.S. had stoked speculation that the Fed may want to move quicker on normalizing short-term interest rates, which the central bank had been holding at near zero since the pandemic began. Earlier in February, St. Louis Fed President Jim Bullardoutright said he would support a double interest rate hike (of 0.50%) in the Fed’s next meeting in mid-March.</p><p><blockquote>美国的高通胀引发了人们的猜测，即美联储可能希望更快地采取行动实现短期利率正常化，自疫情爆发以来，美联储一直将短期利率维持在接近于零的水平。2月初，圣路易斯联储主席Jim Bullardoutright表示，他将支持在美联储3月中旬的下次会议上加息两次（0.50%）。</blockquote></p><p>The Fed has not raised interest rates by more than 0.25% in a single meeting since 2000.</p><p><blockquote>自2000年以来，美联储从未在一次会议上加息超过0.25%。</blockquote></p><p>But economists say the evolving situation in Ukraine introduces a whole new set of uncertainties to a global recovery still facing the challenge of a pandemic. Disruptions to Russian oil and gas supply are pushing energy prices higher, and Ukraine’s importance to the European economy is already raising questions about the impact to real income and growth across the entire continent.</p><p><blockquote>但经济学家表示，乌克兰不断变化的局势给仍面临疫情挑战的全球复苏带来了一系列全新的不确定性。俄罗斯石油和天然气供应中断正在推高能源价格，乌克兰对欧洲经济的重要性已经引发了人们对整个欧洲大陆实际收入和增长影响的质疑。</blockquote></p><p>With the picture unclear, Fed watchers say policymakers stateside are likely to hold back from a double bump in rates, as Fed officials defer to options less likely to rattle the already sensitive financial markets.</p><p><blockquote>美联储观察人士表示，由于形势尚不明朗，美国国内政策制定者可能会避免二次加息，因为美联储官员会选择不太可能扰乱本已敏感的金融市场的选择。</blockquote></p><p>“[W]e do not expect geopolitical risk to stop the FOMC from hiking steadily by 25 [basis points] at its upcoming meetings, though we do think that geopolitical uncertainty further lowers the odds of a 50bp hike in March,” Goldman Sachs Economics ResearchwroteWednesday night.</p><p><blockquote>高盛表示：“我们预计地缘政治风险不会阻止FOMC在即将举行的会议上稳步加息25个基点，尽管我们确实认为地缘政治不确定性进一步降低了3月份加息50个基点的可能性。”周三晚上。</blockquote></p><p>Evercore ISI similarly said the risks from Ukraine are likely to steer the Fed away from a double hike. But analysts noted that the shock of higher energy prices as a result of the disruption to Russian oil and gas supply may exacerbate the ongoing U.S. challenge of high inflation.</p><p><blockquote>Evercore ISI同样表示，来自乌克兰的风险可能会引导美联储避免二次加息。但分析师指出，俄罗斯石油和天然气供应中断导致能源价格上涨的冲击可能会加剧美国持续面临的高通胀挑战。</blockquote></p><p>“At a minimum, the further boost to headline inflation from higher energy costs will make the central banks additionally sensitive to any hints of second round effects in the coming months — potentially in the U.S. for instance resulting in a 50bp move some time after March,” Evercore ISI said Thursday.</p><p><blockquote>“至少，能源成本上升对整体通胀的进一步推高将使各国央行对未来几个月第二轮影响的任何迹象更加敏感——例如，美国可能会在3月份之后的某个时候导致50个基点的波动，”Evercore ISI周四表示。</blockquote></p><p>Daly said Wednesday that she currently expects to support a 0.25% move in March, although all policy options are &#34;on the table&#34; with additional readings on inflation and employment expected before the next meeting on March 16.</p><p><blockquote>戴利周三表示，她目前预计将支持3月份加息0.25%，尽管所有政策选项都“摆在桌面上”，预计在3月16日下次会议之前将公布通胀和就业数据。</blockquote></p><p>Fed funds futures, the CME Group’s betting market for Fed moves on interest rates, were pricing in an 87% chance of a 0.25% move in March instead of 0.50%.</p><p><blockquote>芝商所(CME Group)押注美联储利率变动的市场联邦基金期货预计3月份利率变动0.25%的可能性为87%，而不是0.50%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Russia Attack on Ukraine May Nudge Fed to Less Aggressive Move Next Month<blockquote>俄罗斯对乌克兰的袭击可能促使美联储下个月采取不那么激进的举措</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\">\nRussia Attack on Ukraine May Nudge Fed to Less Aggressive Move Next Month<blockquote>俄罗斯对乌克兰的袭击可能促使美联储下个月采取不那么激进的举措</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\">2022-02-24 22:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Russia’s attack on Ukraine is fueling geopolitical risk that may push the Federal Reserve away from a more aggressive interest rate increase in March.</p><p><blockquote><html><head></head><body>俄罗斯对乌克兰的袭击正在加剧地缘政治风险，这可能会推动美联储在3月份放弃更激进的加息。</body></html></blockquote></p><p>Fed officials, who are still eager to begin the process of paring back pandemic-era easy money policies, say they are monitoring any spillover effects of the conflict onto U.S. economic activity.</p><p><blockquote>美联储官员仍渴望开始削减大流行时期的宽松货币政策，他们表示，他们正在监测冲突对美国经济活动的任何溢出效应。</blockquote></p><p>“These create a lot of uncertainty and uncertainty, as we know, is a demand shock,” San Francisco Fed President Mary Daly told reporters on Feb. 23 — before Russian President Vladimir Putin announced the attack on Ukraine. “And how big the demand shock depends on how high the uncertainty is and how long it lasts.”</p><p><blockquote>旧金山联储主席玛丽·戴利(Mary Daly)2月23日在俄罗斯总统弗拉基米尔·普京(Vladimir Putin)宣布袭击乌克兰之前对记者表示：“这些造成了很多不确定性，正如我们所知，不确定性是需求冲击。”“而需求冲击有多大取决于不确定性有多高以及持续多长时间。”</blockquote></p><p>High inflation in the U.S. had stoked speculation that the Fed may want to move quicker on normalizing short-term interest rates, which the central bank had been holding at near zero since the pandemic began. Earlier in February, St. Louis Fed President Jim Bullardoutright said he would support a double interest rate hike (of 0.50%) in the Fed’s next meeting in mid-March.</p><p><blockquote>美国的高通胀引发了人们的猜测，即美联储可能希望更快地采取行动实现短期利率正常化，自疫情爆发以来，美联储一直将短期利率维持在接近于零的水平。2月初，圣路易斯联储主席Jim Bullardoutright表示，他将支持在美联储3月中旬的下次会议上加息两次（0.50%）。</blockquote></p><p>The Fed has not raised interest rates by more than 0.25% in a single meeting since 2000.</p><p><blockquote>自2000年以来，美联储从未在一次会议上加息超过0.25%。</blockquote></p><p>But economists say the evolving situation in Ukraine introduces a whole new set of uncertainties to a global recovery still facing the challenge of a pandemic. Disruptions to Russian oil and gas supply are pushing energy prices higher, and Ukraine’s importance to the European economy is already raising questions about the impact to real income and growth across the entire continent.</p><p><blockquote>但经济学家表示，乌克兰不断变化的局势给仍面临疫情挑战的全球复苏带来了一系列全新的不确定性。俄罗斯石油和天然气供应中断正在推高能源价格，乌克兰对欧洲经济的重要性已经引发了人们对整个欧洲大陆实际收入和增长影响的质疑。</blockquote></p><p>With the picture unclear, Fed watchers say policymakers stateside are likely to hold back from a double bump in rates, as Fed officials defer to options less likely to rattle the already sensitive financial markets.</p><p><blockquote>美联储观察人士表示，由于形势尚不明朗，美国国内政策制定者可能会避免二次加息，因为美联储官员会选择不太可能扰乱本已敏感的金融市场的选择。</blockquote></p><p>“[W]e do not expect geopolitical risk to stop the FOMC from hiking steadily by 25 [basis points] at its upcoming meetings, though we do think that geopolitical uncertainty further lowers the odds of a 50bp hike in March,” Goldman Sachs Economics ResearchwroteWednesday night.</p><p><blockquote>高盛表示：“我们预计地缘政治风险不会阻止FOMC在即将举行的会议上稳步加息25个基点，尽管我们确实认为地缘政治不确定性进一步降低了3月份加息50个基点的可能性。”周三晚上。</blockquote></p><p>Evercore ISI similarly said the risks from Ukraine are likely to steer the Fed away from a double hike. But analysts noted that the shock of higher energy prices as a result of the disruption to Russian oil and gas supply may exacerbate the ongoing U.S. challenge of high inflation.</p><p><blockquote>Evercore ISI同样表示，来自乌克兰的风险可能会引导美联储避免二次加息。但分析师指出，俄罗斯石油和天然气供应中断导致能源价格上涨的冲击可能会加剧美国持续面临的高通胀挑战。</blockquote></p><p>“At a minimum, the further boost to headline inflation from higher energy costs will make the central banks additionally sensitive to any hints of second round effects in the coming months — potentially in the U.S. for instance resulting in a 50bp move some time after March,” Evercore ISI said Thursday.</p><p><blockquote>“至少，能源成本上升对整体通胀的进一步推高将使各国央行对未来几个月第二轮影响的任何迹象更加敏感——例如，美国可能会在3月份之后的某个时候导致50个基点的波动，”Evercore ISI周四表示。</blockquote></p><p>Daly said Wednesday that she currently expects to support a 0.25% move in March, although all policy options are &#34;on the table&#34; with additional readings on inflation and employment expected before the next meeting on March 16.</p><p><blockquote>戴利周三表示，她目前预计将支持3月份加息0.25%，尽管所有政策选项都“摆在桌面上”，预计在3月16日下次会议之前将公布通胀和就业数据。</blockquote></p><p>Fed funds futures, the CME Group’s betting market for Fed moves on interest rates, were pricing in an 87% chance of a 0.25% move in March instead of 0.50%.</p><p><blockquote>芝商所(CME Group)押注美联储利率变动的市场联邦基金期货预计3月份利率变动0.25%的可能性为87%，而不是0.50%。</blockquote></p><p></body></html></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/russia-attack-on-ukraine-may-nudge-fed-to-less-aggressive-move-next-month-135505187.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":{},"source_url":"https://finance.yahoo.com/news/russia-attack-on-ukraine-may-nudge-fed-to-less-aggressive-move-next-month-135505187.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182224280","content_text":"Russia’s attack on Ukraine is fueling geopolitical risk that may push the Federal Reserve away from a more aggressive interest rate increase in March.Fed officials, who are still eager to begin the process of paring back pandemic-era easy money policies, say they are monitoring any spillover effects of the conflict onto U.S. economic activity.“These create a lot of uncertainty and uncertainty, as we know, is a demand shock,” San Francisco Fed President Mary Daly told reporters on Feb. 23 — before Russian President Vladimir Putin announced the attack on Ukraine. “And how big the demand shock depends on how high the uncertainty is and how long it lasts.”High inflation in the U.S. had stoked speculation that the Fed may want to move quicker on normalizing short-term interest rates, which the central bank had been holding at near zero since the pandemic began. Earlier in February, St. Louis Fed President Jim Bullardoutright said he would support a double interest rate hike (of 0.50%) in the Fed’s next meeting in mid-March.The Fed has not raised interest rates by more than 0.25% in a single meeting since 2000.But economists say the evolving situation in Ukraine introduces a whole new set of uncertainties to a global recovery still facing the challenge of a pandemic. Disruptions to Russian oil and gas supply are pushing energy prices higher, and Ukraine’s importance to the European economy is already raising questions about the impact to real income and growth across the entire continent.With the picture unclear, Fed watchers say policymakers stateside are likely to hold back from a double bump in rates, as Fed officials defer to options less likely to rattle the already sensitive financial markets.“[W]e do not expect geopolitical risk to stop the FOMC from hiking steadily by 25 [basis points] at its upcoming meetings, though we do think that geopolitical uncertainty further lowers the odds of a 50bp hike in March,” Goldman Sachs Economics ResearchwroteWednesday night.Evercore ISI similarly said the risks from Ukraine are likely to steer the Fed away from a double hike. But analysts noted that the shock of higher energy prices as a result of the disruption to Russian oil and gas supply may exacerbate the ongoing U.S. challenge of high inflation.“At a minimum, the further boost to headline inflation from higher energy costs will make the central banks additionally sensitive to any hints of second round effects in the coming months — potentially in the U.S. for instance resulting in a 50bp move some time after March,” Evercore ISI said Thursday.Daly said Wednesday that she currently expects to support a 0.25% move in March, although all policy options are \"on the table\" with additional readings on inflation and employment expected before the next meeting on March 16.Fed funds futures, the CME Group’s betting market for Fed moves on interest rates, were pricing in an 87% chance of a 0.25% move in March instead of 0.50%.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631156236,"gmtCreate":1644552279046,"gmtModify":1644552279432,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Good job","listText":"Good job","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631156236","repostId":"631361226","repostType":1,"isVote":1,"tweetType":1,"viewCount":2063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694434404,"gmtCreate":1642072131179,"gmtModify":1642072131479,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Wow good progress&nbsp;","listText":"Wow good progress&nbsp;","text":"Wow good progress","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694434404","repostId":"694573839","repostType":1,"isVote":1,"tweetType":1,"viewCount":2517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694224652,"gmtCreate":1642000092414,"gmtModify":1642000092729,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Alright&nbsp;","listText":"Alright&nbsp;","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694224652","repostId":"1178079511","repostType":4,"repost":{"id":"1178079511","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":1641999596,"share":"https://www.laohu8.com/m/news/1178079511?lang=zh_CN&edition=full","pubTime":"2022-01-12 22:59","market":"us","language":"en","title":"EV Stocks Jumped in Morning Trading<blockquote>电动汽车股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178079511","media":"Tiger Newspress","summary":"EV Stocks Jumped in Morning Trading. Rivian, Tusimple, Lucid, Nio, Xpeng Motors, Li Auto, Fisker and","content":"<p><html><head></head><body>EV Stocks Jumped in Morning Trading. Rivian, Tusimple, Lucid, Nio, Xpeng Motors, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Fisker and Tesla climbed between 1% and 5%.<img src=\"https://static.tigerbbs.com/52c3379db2b57dec23158b14585beab0\" tg-width=\"1080\" tg-height=\"2181\" referrerpolicy=\"no-referrer\"/></p><p><blockquote><html><head></head><body>电动汽车股早盘上涨。Rivian、图森未来、Lucid、蔚来、小鹏汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、菲斯克和特斯拉涨幅在1%至5%之间。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Jumped in Morning Trading<blockquote>电动汽车股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-01-12 22:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>EV Stocks Jumped in Morning Trading. Rivian, Tusimple, Lucid, Nio, Xpeng Motors, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Fisker and Tesla climbed between 1% and 5%.<img src=\"https://static.tigerbbs.com/52c3379db2b57dec23158b14585beab0\" tg-width=\"1080\" tg-height=\"2181\" referrerpolicy=\"no-referrer\"/></p><p><blockquote><html><head></head><body>电动汽车股早盘上涨。Rivian、图森未来、Lucid、蔚来、小鹏汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、菲斯克和特斯拉涨幅在1%至5%之间。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","LI":"理想汽车","BK4527":"明星科技股","NIO":"蔚来","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4503":"景林资产持仓","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178079511","content_text":"EV Stocks Jumped in Morning Trading. Rivian, Tusimple, Lucid, Nio, Xpeng Motors, Li Auto, Fisker and Tesla climbed between 1% and 5%.","news_type":1,"symbols_score_info":{"LI":0.9,"RIVN":0.9,"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859312120,"gmtCreate":1634655043384,"gmtModify":1634655043740,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859312120","repostId":"859935511","repostType":1,"repost":{"id":859935511,"gmtCreate":1634649806754,"gmtModify":1763727813625,"author":{"id":"3574982782498607","authorId":"3574982782498607","name":"WYCKOFFPRO","avatar":"https://static.tigerbbs.com/e6df9a333ebef85a0ceac10611fda7c0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574982782498607","authorIdStr":"3574982782498607"},"themes":[],"title":"Current Stock Market Update: What You Should Know About the Recent Market Correction","htmlText":"\n \n \n  Find out the detailed analysis on S&amp;P 500, Nasdaq, Dow Jones and Russell 2000 and what’s behind the market correction. This video is extracted from my Weekly Live session on 17 Oct 2021.Key Points How to use the analogue comparison to \"predict\" the recent market correction Using scenario analysis to judge the market How to seek for confirmation in Russell 2000 if&nbsp;<a href=\"https://laohu8.com/TW/866060199\" target=\"_blank\">The Next Biggest Index/ETF Winner</a>&nbsp;manifests How to Interprete the supply and demand during the correction. How to spot for exhaustion of the market correction and get yourself ready for the next rally up. Watch the video below:If you are day trading the US futures or swing trading for Malaysia and US stocks, do check out my&nbsp;YouTube Channel: Ming Jong\n \n","listText":"Find out the detailed analysis on S&amp;P 500, Nasdaq, Dow Jones and Russell 2000 and what’s behind the market correction. This video is extracted from my Weekly Live session on 17 Oct 2021.Key Points How to use the analogue comparison to \"predict\" the recent market correction Using scenario analysis to judge the market How to seek for confirmation in Russell 2000 if&nbsp;<a href=\"https://laohu8.com/TW/866060199\" target=\"_blank\">The Next Biggest Index/ETF Winner</a>&nbsp;manifests How to Interprete the supply and demand during the correction. How to spot for exhaustion of the market correction and get yourself ready for the next rally up. Watch the video below:If you are day trading the US futures or swing trading for Malaysia and US stocks, do check out my&nbsp;YouTube Channel: Ming Jong","text":"Find out the detailed analysis on S&P 500, Nasdaq, Dow Jones and Russell 2000 and what’s behind the market correction. This video is extracted from my Weekly Live session on 17 Oct 2021.Key Points How to use the analogue comparison to \"predict\" the recent market correction Using scenario analysis to judge the market How to seek for confirmation in Russell 2000 if The Next Biggest Index/ETF Winner manifests How to Interprete the supply and demand during the correction. How to spot for exhaustion of the market correction and get yourself ready for the next rally up. Watch the video below:If you are day trading the US futures or swing trading for Malaysia and US stocks, do check out my YouTube Channel: Ming Jong","images":[{"img":"https://static.tigerbbs.com/f26ec9f1d76b4b7a8b534688bc1d5b66","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859935511","isVote":1,"tweetType":2,"object":{"id":"1a698f797c5741789bc567e5d76655bf","tweetId":"859935511","videoUrl":"https://1254107296.vod2.myqcloud.com/3e467bc5vodtranssgp1254107296/a839283f8602268010667249511/v.f30.mp4","poster":"https://static.tigerbbs.com/f26ec9f1d76b4b7a8b534688bc1d5b66"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863086402,"gmtCreate":1632334896206,"gmtModify":1632801152423,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Apple still no. 1","listText":"Apple still no. 1","text":"Apple still no. 1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863086402","repostId":"869671876","repostType":1,"repost":{"id":869671876,"gmtCreate":1632286138492,"gmtModify":1632286311273,"author":{"id":"3479274759070660","authorId":"3479274759070660","name":"windy00","avatar":"https://static.laohu8.com/picture85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274759070660","authorIdStr":"3479274759070660"},"themes":[],"title":"all platforms encountered \"sold-out in seconds\"","htmlText":"Apple’s iPhone 13 series of smartphones began pre-sales on Apple’s official website and major e-commerce platforms. Soon after the pre-sale started, all platforms encountered \"sold-out in seconds\", and Apple's official website also experienced page freezes. On the JD platform, when the iPhone 13 series opened for pre-sales, it was also \"sold out\". Tmall and Pinduoduo also sold out within 30 minutes. Media tracking found that Apple replenished the Tmall flagship store overnight, and some models resumed normal purchases in a short period of time.<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>","listText":"Apple’s iPhone 13 series of smartphones began pre-sales on Apple’s official website and major e-commerce platforms. Soon after the pre-sale started, all platforms encountered \"sold-out in seconds\", and Apple's official website also experienced page freezes. On the JD platform, when the iPhone 13 series opened for pre-sales, it was also \"sold out\". Tmall and Pinduoduo also sold out within 30 minutes. Media tracking found that Apple replenished the Tmall flagship store overnight, and some models resumed normal purchases in a short period of time.<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>","text":"Apple’s iPhone 13 series of smartphones began pre-sales on Apple’s official website and major e-commerce platforms. Soon after the pre-sale started, all platforms encountered \"sold-out in seconds\", and Apple's official website also experienced page freezes. On the JD platform, when the iPhone 13 series opened for pre-sales, it was also \"sold out\". Tmall and Pinduoduo also sold out within 30 minutes. Media tracking found that Apple replenished the Tmall flagship store overnight, and some models resumed normal purchases in a short period of time.$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869671876","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884602374,"gmtCreate":1631885181898,"gmtModify":1632805594617,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"消费金融公司 Affirm Holdings (AFRM) 报告称，由于其不断扩大的商户基础克服了 Peloton Interactive (PTON) 的增长放缓，其 6 月季度收入和商品总量超出了预期。 由于 2022 财年的指引高于预期，AFRM 股价周五飙升。 周四市场收盘后，该公司报告 Affirm 股票上涨。 这家“先买后付”的分期付款服务提供商表示，其在 6 月季度每股亏损 48 美分。 分析师估计每股亏损29美分。 总部位于旧金山的 Affirm 表示，收入增长了 71%，达到 2.618 亿美元，轻松超过预期的 2.264 亿美元。 商品总额增长 106% 至 25 亿美元，超过 22.4 亿美元的综合浏览量。 该公司表示，“先买后付”计划的活跃消费者用户总数为710万，较去年同期增长97%。 对于从 7 月至 9 月季度开始的 2022 财年，Affirm 预计在其指导中点的收入为 11.75 亿美元。 分析师估计收入为11.6亿美元。 “Affirm 的第四季度印刷和 2022 财年指导反映了非 Peloton 业务的增长势头，这应得到 Shopify (SHOP) 关系的增加和最近的 Amazon.com (AMZN) 合作伙伴关系的进一步支持，”美国银行分析师 Jason 库普弗伯格在一份报告中说。 “信用指标仍然相当健康，单位经济呈现积极趋势。” AFRM 股价今日大涨 34.4%，收于 123.70 点。 确认股票从利息中赚取收入 Affirm 在 1 月份的 IPO 中筹集了 12 亿美元。 AFRM 股价在 2 月 10 日创下历史新高 146.90，随后大幅下跌。 Affirm Stock 最近与亚马逊达成了交易。 Affirm 与亚马逊的合作并非排他性，这家电子商务巨头可能会与其他 BNPL 公司合作。 对于 2022 财年，Affir","listText":"消费金融公司 Affirm Holdings (AFRM) 报告称，由于其不断扩大的商户基础克服了 Peloton Interactive (PTON) 的增长放缓，其 6 月季度收入和商品总量超出了预期。 由于 2022 财年的指引高于预期，AFRM 股价周五飙升。 周四市场收盘后，该公司报告 Affirm 股票上涨。 这家“先买后付”的分期付款服务提供商表示，其在 6 月季度每股亏损 48 美分。 分析师估计每股亏损29美分。 总部位于旧金山的 Affirm 表示，收入增长了 71%，达到 2.618 亿美元，轻松超过预期的 2.264 亿美元。 商品总额增长 106% 至 25 亿美元，超过 22.4 亿美元的综合浏览量。 该公司表示，“先买后付”计划的活跃消费者用户总数为710万，较去年同期增长97%。 对于从 7 月至 9 月季度开始的 2022 财年，Affirm 预计在其指导中点的收入为 11.75 亿美元。 分析师估计收入为11.6亿美元。 “Affirm 的第四季度印刷和 2022 财年指导反映了非 Peloton 业务的增长势头，这应得到 Shopify (SHOP) 关系的增加和最近的 Amazon.com (AMZN) 合作伙伴关系的进一步支持，”美国银行分析师 Jason 库普弗伯格在一份报告中说。 “信用指标仍然相当健康，单位经济呈现积极趋势。” AFRM 股价今日大涨 34.4%，收于 123.70 点。 确认股票从利息中赚取收入 Affirm 在 1 月份的 IPO 中筹集了 12 亿美元。 AFRM 股价在 2 月 10 日创下历史新高 146.90，随后大幅下跌。 Affirm Stock 最近与亚马逊达成了交易。 Affirm 与亚马逊的合作并非排他性，这家电子商务巨头可能会与其他 BNPL 公司合作。 对于 2022 财年，Affir","text":"消费金融公司 Affirm Holdings (AFRM) 报告称，由于其不断扩大的商户基础克服了 Peloton Interactive (PTON) 的增长放缓，其 6 月季度收入和商品总量超出了预期。 由于 2022 财年的指引高于预期，AFRM 股价周五飙升。 周四市场收盘后，该公司报告 Affirm 股票上涨。 这家“先买后付”的分期付款服务提供商表示，其在 6 月季度每股亏损 48 美分。 分析师估计每股亏损29美分。 总部位于旧金山的 Affirm 表示，收入增长了 71%，达到 2.618 亿美元，轻松超过预期的 2.264 亿美元。 商品总额增长 106% 至 25 亿美元，超过 22.4 亿美元的综合浏览量。 该公司表示，“先买后付”计划的活跃消费者用户总数为710万，较去年同期增长97%。 对于从 7 月至 9 月季度开始的 2022 财年，Affirm 预计在其指导中点的收入为 11.75 亿美元。 分析师估计收入为11.6亿美元。 “Affirm 的第四季度印刷和 2022 财年指导反映了非 Peloton 业务的增长势头，这应得到 Shopify (SHOP) 关系的增加和最近的 Amazon.com (AMZN) 合作伙伴关系的进一步支持，”美国银行分析师 Jason 库普弗伯格在一份报告中说。 “信用指标仍然相当健康，单位经济呈现积极趋势。” AFRM 股价今日大涨 34.4%，收于 123.70 点。 确认股票从利息中赚取收入 Affirm 在 1 月份的 IPO 中筹集了 12 亿美元。 AFRM 股价在 2 月 10 日创下历史新高 146.90，随后大幅下跌。 Affirm Stock 最近与亚马逊达成了交易。 Affirm 与亚马逊的合作并非排他性，这家电子商务巨头可能会与其他 BNPL 公司合作。 对于 2022 财年，Affir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884602374","repostId":"2168522910","repostType":2,"isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893266808,"gmtCreate":1628265242004,"gmtModify":1631889349454,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Which is better","listText":"Which is better","text":"Which is better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893266808","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","KC":"金山云","SHOP":"Shopify Inc","MELI":"MercadoLibre","ZG":"Zillow Class A","SE":"Sea Ltd","TSLA":"特斯拉","ROKU":"Roku Inc","SKLZ":"Skillz Inc","LC":"LendingClub","OKTA":"Okta Inc.","TDOC":"Teladoc Health Inc.","Z":"Zillow","COIN":"Coinbase Global, Inc.","PDD":"拼多多","VCYT":"Veracyte Inc","PINS":"Pinterest, Inc.","SNAP":"Snap Inc","ADYEY":"Adyen N.V.","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"TDOC":0.9,"LC":0.9,"COIN":0.9,"KC":0.9,"OKTA":0.9,"DKNG":0.9,"PINS":0.9,"SE":0.9,"SHOP":0.9,"ADYEY":0.9,"ZG":0.9,"MELI":0.9,"VCYT":0.9,"SNAP":0.9,"SQ":0.9,"SKLZ":0.9,"CRWD":0.9,"Z":0.9,"PDD":0.9,"ROKU":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805645416,"gmtCreate":1627879500235,"gmtModify":1631889349456,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Looking at alibaba finding entry point","listText":"Looking at alibaba finding entry point","text":"Looking at alibaba finding entry point","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/805645416","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS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\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</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\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GE":"GE航空航天","ROKU":"Roku Inc","GM":"通用汽车",".DJI":"道琼斯","EA":"艺电","UBER":"优步","BABA":"阿里巴巴","DKNG":"DraftKings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"UBER":0.9,"GM":0.9,"VIAC":0.9,"DKNG":0.9,".IXIC":0.9,"BABA":0.9,".SPX":0.9,"GE":0.9,".DJI":0.9,"ROKU":0.9,"EA":0.9}},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805646470,"gmtCreate":1627879311590,"gmtModify":1631889349459,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Jd my favorite stock&nbsp;","listText":"Jd my favorite stock&nbsp;","text":"Jd my favorite stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805646470","repostId":"1125617093","repostType":4,"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808006298,"gmtCreate":1627540279214,"gmtModify":1631889349462,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO</a>&nbsp;looking good&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO</a>&nbsp;looking good&nbsp;","text":"$NIO looking good","images":[{"img":"https://static.tigerbbs.com/ce2d064b46c8324a00ca9e47f95dff23","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808006298","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808000527,"gmtCreate":1627539818069,"gmtModify":1631889349468,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Good or bad news?&nbsp;","listText":"Good or bad news?&nbsp;","text":"Good or bad news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808000527","repostId":"1168291084","repostType":4,"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808000158,"gmtCreate":1627539752574,"gmtModify":1631889349472,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/808000158","repostId":"2155413972","repostType":4,"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141779410,"gmtCreate":1625895482430,"gmtModify":1631889349478,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141779410","repostId":"2150053623","repostType":4,"repost":{"id":"2150053623","kind":"highlight","pubTimestamp":1625883910,"share":"https://www.laohu8.com/m/news/2150053623?lang=zh_CN&edition=full","pubTime":"2021-07-10 10:25","market":"hk","language":"en","title":"A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?<blockquote>美股疯狂的一周伴随着市场叙事的变化——投资者应该相信吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2150053623","media":"MarketWatch","summary":"Investors must decide whether they believe stalling economic growth is a bigger threat than an infla","content":"<p>Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge</p><p><blockquote>投资者必须决定他们是否认为经济增长停滞是比通胀飙升更大的威胁</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32ec205cf1616aaba5573cc40240a899\" tg-width=\"1260\" tg-height=\"876\"></p><p><blockquote></blockquote></p><p> Fears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right <a href=\"https://laohu8.com/S/AONE.U\">one</a> ?</p><p><blockquote>对通货膨胀失控的担忧已经被对全球经济增长迅速放缓的担忧所取代——这使得美国投资者度过了一个漫长的假期——但这种新的说法正确吗<a href=\"https://laohu8.com/S/AONE.U\">一</a>？</blockquote></p><p> A Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.</p><p><blockquote>国债反弹变成了买盘狂潮，导致长期收益率大幅走低。这使得所谓的通货再膨胀交易失去了任何剩余的动力，该交易青睐对周期性更敏感的公司的股票，预计这些公司将从价格上涨和经济增长加速中受益最多。</blockquote></p><p> What changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.</p><p><blockquote>什么变了？管理着6050亿美元资产的纽约人寿投资公司(New York Life Investments)经济学家兼投资组合策略师劳伦·古德温(Lauren Goodwin)表示，市场叙事的转变有三个重要因素。</blockquote></p><p> The first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.</p><p><blockquote>她表示，首先是美联储对数据的反应方式发生了明显的变化，投资者不再希望政策制定者像之前认为的那样容忍经济过热和通胀上升。二是虽然经济增长预计将保持强劲，但增长速度预计已经见顶。第三，人们担心导致新冠肺炎的三角洲和其他冠状病毒变种的传播可能会迫使新一轮限制，这将给全球经济活动带来压力。</blockquote></p><p> \"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"</p><p><blockquote>古德温在接受电话采访时表示：“总的来说，这与几周前的市场共识叙事截然不同，当时的焦点都是刺激和过热。”他指出，投资者现在必须问：“这种新的叙事是正确的吗？”一个？”</blockquote></p><p> The real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.</p><p><blockquote>过去一周真正的痛苦在于美国国债市场，该市场的反弹导致长期收益率大幅下跌，价格上涨。此次上涨很大程度上归因于美国国债空头被迫进行空头回补，他们担心通胀，造成了某种程度的买入狂潮，周四将10年期国债收益率推至1.25%以下的五个月低点，然后最终回落。</blockquote></p><p> But analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .</p><p><blockquote>但分析师表示，此举至少在一定程度上也反映了对全球经济增长前景的合理担忧。</blockquote></p><p> That Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&amp;P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .</p><p><blockquote>周四收益率暴跌以及随之而来的增长担忧引发了股市大范围抛售，标普500和纳斯达克综合指数从历史高点回落，而道琼斯工业平均指数则在盘中低点下跌了500多点。周五股市收盘时收复跌幅，然后走高，三大股指均创历史新高。</blockquote></p><p> One casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.</p><p><blockquote>其中一个受害者是股市通货再膨胀交易。小盘股罗素2000指数RUT（#phrase-company？ref=company%7CRUT；onlineSignificance=passing-mention）连续第二周下跌1.1%，而以科技股为主的纳斯达克100指数周上涨0.4%。价值股表现不佳，罗素1000价值指数下跌0.3%，罗素1000成长指数上涨1%。</blockquote></p><p> \"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.</p><p><blockquote>研究公司凯投宏观(Capital Economics)高级市场经济学家奥利弗·琼斯(Oliver Jones)在周五的一份报告中表示：“‘通货再膨胀’和‘轮换’交易——与对经济从大流行和通胀上升中快速、广泛复苏的乐观情绪相关——可以说早在第一季度末就一直在萎靡不振，但显然受到了打击。”</blockquote></p><p> Sectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.</p><p><blockquote>他指出，从通货再膨胀/轮动叙事中受益最多的能源和金融等行业以及价值等因素表现不佳。</blockquote></p><p> Jones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.</p><p><blockquote>琼斯认为，随着供应限制影响经济活动，对美国经济复苏的乐观情绪达到顶峰是有道理的。全球增长预期也可能面临压力，中国经济可能继续令人失望。</blockquote></p><p> At the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.</p><p><blockquote>与此同时，从绝对值来看，美国经济仍有望实现非常强劲的复苏，远远超过2008年全球金融危机后的复苏。他认为，美国的核心通胀可能比预期更加持久。</blockquote></p><p> That sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.</p><p><blockquote>他表示，这为“轮换/通货再膨胀贸易标签在未来几个季度可能会逐渐变得不那么有用”的情况奠定了基础。</blockquote></p><p> In particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.</p><p><blockquote>他表示，特别是部分交易，包括大多数股市的快速上涨和能源公司的优异表现，目前可能已经结束，而考虑到美国的增长和通胀路径，美国国债收益率的下降可能是“过度反应”。</blockquote></p><p> Investors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.</p><p><blockquote>投资者将在未来一周看到通胀和增长方面的证据。6月份消费者价格指数定于周二发布，生产者价格指数定于周三发布。本周将公布大量其他经济数据，包括周五公布的6月份零售销售数据。</blockquote></p><p></p><p> And then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.</p><p><blockquote>然后是企业财报季的开始，预计将迎来另一个高峰，因为与去年大流行初期相比，第二季度的利润大幅增长。</blockquote></p><p> \"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.</p><p><blockquote>LPL Financial首席市场策略师瑞安·德特里克(Ryan Detrick)在周五创纪录的收盘后表示：“随着下周财报季的开始，标准设定得相当高，美国企业界最好再创辉煌的季度，否则可能会出现一些失望的多头。”</blockquote></p><p> Goodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.</p><p><blockquote>古德温表示，投资者的选择可以归结为要么倾向于有利于周期性股票和短期资产的旧说法，要么倾向于预计经济增长将更加低迷和乏力的新说法，就像大流行之前一样，有利于成长型股票和防御性股票部门。</blockquote></p><p> The best response, however, may be a little bit of both, Goodwin said.</p><p><blockquote>然而，古德温说，最好的反应可能是两者兼而有之。</blockquote></p><p> Reflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.</p><p><blockquote>通货再膨胀在短期内可能仍有一定的运行空间。她表示，儿童税收抵免付款的分配将于本月晚些时候开始，而随着儿童重返校园和额外失业救济金到期，劳动力短缺可能会在未来几个月得到缓解，而消费者则坐拥可观的储蓄。</blockquote></p><p> At the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.</p><p><blockquote>她表示，与此同时，增长和通胀正在见顶，各资产类别的估值都在扩大。她表示，虽然仍保持周期性倾斜，但不断变化的背景为采取更平衡的投资组合方法提供了评级。</blockquote></p><p> Investors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.</p><p><blockquote>她表示，投资者需要在更具选择性的环境中，而不是水涨船高的环境中，密切关注能够利用不断变化的趋势并将价格上涨转嫁给消费者的行业和个别公司。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?<blockquote>美股疯狂的一周伴随着市场叙事的变化——投资者应该相信吗？</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\">\nA crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?<blockquote>美股疯狂的一周伴随着市场叙事的变化——投资者应该相信吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-10 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge</p><p><blockquote>投资者必须决定他们是否认为经济增长停滞是比通胀飙升更大的威胁</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32ec205cf1616aaba5573cc40240a899\" tg-width=\"1260\" tg-height=\"876\"></p><p><blockquote></blockquote></p><p> Fears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right <a href=\"https://laohu8.com/S/AONE.U\">one</a> ?</p><p><blockquote>对通货膨胀失控的担忧已经被对全球经济增长迅速放缓的担忧所取代——这使得美国投资者度过了一个漫长的假期——但这种新的说法正确吗<a href=\"https://laohu8.com/S/AONE.U\">一</a>？</blockquote></p><p> A Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.</p><p><blockquote>国债反弹变成了买盘狂潮，导致长期收益率大幅走低。这使得所谓的通货再膨胀交易失去了任何剩余的动力，该交易青睐对周期性更敏感的公司的股票，预计这些公司将从价格上涨和经济增长加速中受益最多。</blockquote></p><p> What changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.</p><p><blockquote>什么变了？管理着6050亿美元资产的纽约人寿投资公司(New York Life Investments)经济学家兼投资组合策略师劳伦·古德温(Lauren Goodwin)表示，市场叙事的转变有三个重要因素。</blockquote></p><p> The first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.</p><p><blockquote>她表示，首先是美联储对数据的反应方式发生了明显的变化，投资者不再希望政策制定者像之前认为的那样容忍经济过热和通胀上升。二是虽然经济增长预计将保持强劲，但增长速度预计已经见顶。第三，人们担心导致新冠肺炎的三角洲和其他冠状病毒变种的传播可能会迫使新一轮限制，这将给全球经济活动带来压力。</blockquote></p><p> \"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"</p><p><blockquote>古德温在接受电话采访时表示：“总的来说，这与几周前的市场共识叙事截然不同，当时的焦点都是刺激和过热。”他指出，投资者现在必须问：“这种新的叙事是正确的吗？”一个？”</blockquote></p><p> The real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.</p><p><blockquote>过去一周真正的痛苦在于美国国债市场，该市场的反弹导致长期收益率大幅下跌，价格上涨。此次上涨很大程度上归因于美国国债空头被迫进行空头回补，他们担心通胀，造成了某种程度的买入狂潮，周四将10年期国债收益率推至1.25%以下的五个月低点，然后最终回落。</blockquote></p><p> But analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .</p><p><blockquote>但分析师表示，此举至少在一定程度上也反映了对全球经济增长前景的合理担忧。</blockquote></p><p> That Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&amp;P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .</p><p><blockquote>周四收益率暴跌以及随之而来的增长担忧引发了股市大范围抛售，标普500和纳斯达克综合指数从历史高点回落，而道琼斯工业平均指数则在盘中低点下跌了500多点。周五股市收盘时收复跌幅，然后走高，三大股指均创历史新高。</blockquote></p><p> One casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.</p><p><blockquote>其中一个受害者是股市通货再膨胀交易。小盘股罗素2000指数RUT（#phrase-company？ref=company%7CRUT；onlineSignificance=passing-mention）连续第二周下跌1.1%，而以科技股为主的纳斯达克100指数周上涨0.4%。价值股表现不佳，罗素1000价值指数下跌0.3%，罗素1000成长指数上涨1%。</blockquote></p><p> \"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.</p><p><blockquote>研究公司凯投宏观(Capital Economics)高级市场经济学家奥利弗·琼斯(Oliver Jones)在周五的一份报告中表示：“‘通货再膨胀’和‘轮换’交易——与对经济从大流行和通胀上升中快速、广泛复苏的乐观情绪相关——可以说早在第一季度末就一直在萎靡不振，但显然受到了打击。”</blockquote></p><p> Sectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.</p><p><blockquote>他指出，从通货再膨胀/轮动叙事中受益最多的能源和金融等行业以及价值等因素表现不佳。</blockquote></p><p> Jones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.</p><p><blockquote>琼斯认为，随着供应限制影响经济活动，对美国经济复苏的乐观情绪达到顶峰是有道理的。全球增长预期也可能面临压力，中国经济可能继续令人失望。</blockquote></p><p> At the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.</p><p><blockquote>与此同时，从绝对值来看，美国经济仍有望实现非常强劲的复苏，远远超过2008年全球金融危机后的复苏。他认为，美国的核心通胀可能比预期更加持久。</blockquote></p><p> That sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.</p><p><blockquote>他表示，这为“轮换/通货再膨胀贸易标签在未来几个季度可能会逐渐变得不那么有用”的情况奠定了基础。</blockquote></p><p> In particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.</p><p><blockquote>他表示，特别是部分交易，包括大多数股市的快速上涨和能源公司的优异表现，目前可能已经结束，而考虑到美国的增长和通胀路径，美国国债收益率的下降可能是“过度反应”。</blockquote></p><p> Investors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.</p><p><blockquote>投资者将在未来一周看到通胀和增长方面的证据。6月份消费者价格指数定于周二发布，生产者价格指数定于周三发布。本周将公布大量其他经济数据，包括周五公布的6月份零售销售数据。</blockquote></p><p></p><p> And then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.</p><p><blockquote>然后是企业财报季的开始，预计将迎来另一个高峰，因为与去年大流行初期相比，第二季度的利润大幅增长。</blockquote></p><p> \"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.</p><p><blockquote>LPL Financial首席市场策略师瑞安·德特里克(Ryan Detrick)在周五创纪录的收盘后表示：“随着下周财报季的开始，标准设定得相当高，美国企业界最好再创辉煌的季度，否则可能会出现一些失望的多头。”</blockquote></p><p> Goodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.</p><p><blockquote>古德温表示，投资者的选择可以归结为要么倾向于有利于周期性股票和短期资产的旧说法，要么倾向于预计经济增长将更加低迷和乏力的新说法，就像大流行之前一样，有利于成长型股票和防御性股票部门。</blockquote></p><p> The best response, however, may be a little bit of both, Goodwin said.</p><p><blockquote>然而，古德温说，最好的反应可能是两者兼而有之。</blockquote></p><p> Reflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.</p><p><blockquote>通货再膨胀在短期内可能仍有一定的运行空间。她表示，儿童税收抵免付款的分配将于本月晚些时候开始，而随着儿童重返校园和额外失业救济金到期，劳动力短缺可能会在未来几个月得到缓解，而消费者则坐拥可观的储蓄。</blockquote></p><p> At the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.</p><p><blockquote>她表示，与此同时，增长和通胀正在见顶，各资产类别的估值都在扩大。她表示，虽然仍保持周期性倾斜，但不断变化的背景为采取更平衡的投资组合方法提供了评级。</blockquote></p><p> Investors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.</p><p><blockquote>她表示，投资者需要在更具选择性的环境中，而不是水涨船高的环境中，密切关注能够利用不断变化的趋势并将价格上涨转嫁给消费者的行业和个别公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150053623","content_text":"Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge\n\nFears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right one ?\nA Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.\nWhat changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.\nThe first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.\n\"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"\nThe real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.\nBut analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .\nThat Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .\nOne casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.\n\"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.\nSectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.\nJones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.\nAt the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.\nThat sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.\nIn particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.\nInvestors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.\nAnd then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.\n\"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.\nGoodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.\nThe best response, however, may be a little bit of both, Goodwin said.\nReflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.\nAt the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.\nInvestors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":164129936,"gmtCreate":1624182542525,"gmtModify":1634009712205,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/164129936","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167803407,"gmtCreate":1624255804509,"gmtModify":1634008792628,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/167803407","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805645416,"gmtCreate":1627879500235,"gmtModify":1631889349456,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Looking at alibaba finding entry point","listText":"Looking at alibaba finding entry point","text":"Looking at alibaba finding entry point","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/805645416","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS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\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</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\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GE":"GE航空航天","ROKU":"Roku Inc","GM":"通用汽车",".DJI":"道琼斯","EA":"艺电","UBER":"优步","BABA":"阿里巴巴","DKNG":"DraftKings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"UBER":0.9,"GM":0.9,"VIAC":0.9,"DKNG":0.9,".IXIC":0.9,"BABA":0.9,".SPX":0.9,"GE":0.9,".DJI":0.9,"ROKU":0.9,"EA":0.9}},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154862572,"gmtCreate":1625499059596,"gmtModify":1631892261687,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Ok nice","listText":"Ok nice","text":"Ok nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154862572","repostId":"1109703914","repostType":4,"repost":{"id":"1109703914","kind":"news","pubTimestamp":1625464355,"share":"https://www.laohu8.com/m/news/1109703914?lang=zh_CN&edition=full","pubTime":"2021-07-05 13:52","market":"us","language":"en","title":"Is the Stock Market Open or Closed on Independence Day?<blockquote>独立日股票市场是开放还是关闭？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109703914","media":"Thestreet","summary":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.So will the major markets open or close for the holiday?The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.It's one of nine full-closing daysfor the stock market this year.For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading i","content":"<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p><p><blockquote>对许多人来说，美国的独立日是野餐和海滩日。但今年7月4日是周日，这在美国不是交易日。</blockquote></p><p> So will the major markets open or close for the holiday?</p><p><blockquote>那么假期主要市场会开盘还是收盘呢？</blockquote></p><p> The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p><p><blockquote>事实上，纽约证券交易所和纳斯达克将于7月5日星期一休市，以庆祝独立日。</blockquote></p><p> It's&nbsp;one of nine full-closing daysfor the stock market this year.</p><p><blockquote>这是今年股市九个完整休市日之一。</blockquote></p><p> For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p><p><blockquote>例如，股市将于11月25日星期四感恩节休市。11月26日星期五，交易时间为半天多一点，上午9:30至下午1点。美国东部时间。</blockquote></p><p> Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</p><p><blockquote>正常股票交易时间为上午9:30至下午4点。东部时间。</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>Is the Stock Market Open or Closed on Independence Day?<blockquote>独立日股票市场是开放还是关闭？</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\">\nIs the Stock Market Open or Closed on Independence Day?<blockquote>独立日股票市场是开放还是关闭？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-05 13:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p><p><blockquote>对许多人来说，美国的独立日是野餐和海滩日。但今年7月4日是周日，这在美国不是交易日。</blockquote></p><p> So will the major markets open or close for the holiday?</p><p><blockquote>那么假期主要市场会开盘还是收盘呢？</blockquote></p><p> The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p><p><blockquote>事实上，纽约证券交易所和纳斯达克将于7月5日星期一休市，以庆祝独立日。</blockquote></p><p> It's&nbsp;one of nine full-closing daysfor the stock market this year.</p><p><blockquote>这是今年股市九个完整休市日之一。</blockquote></p><p> For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p><p><blockquote>例如，股市将于11月25日星期四感恩节休市。11月26日星期五，交易时间为半天多一点，上午9:30至下午1点。美国东部时间。</blockquote></p><p> Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</p><p><blockquote>正常股票交易时间为上午9:30至下午4点。东部时间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109703914","content_text":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the holiday?\nThe New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.\nIt's one of nine full-closing daysfor the stock market this year.\nFor instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.\nNormal stock-trading hours run 9:30 a.m. to 4 p.m. ET.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118202262,"gmtCreate":1622732407456,"gmtModify":1631888369158,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Zillow","listText":"Zillow","text":"Zillow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/118202262","repostId":"1143150601","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152582898,"gmtCreate":1625313152914,"gmtModify":1631892261700,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Always worried&nbsp;","listText":"Always worried&nbsp;","text":"Always worried","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152582898","repostId":"1188153141","repostType":4,"repost":{"id":"1188153141","kind":"news","pubTimestamp":1625276221,"share":"https://www.laohu8.com/m/news/1188153141?lang=zh_CN&edition=full","pubTime":"2021-07-03 09:37","market":"us","language":"en","title":"Suze Orman worries about a market crash — here's what you should do<blockquote>Suze Orman担心市场崩盘——以下是您应该做的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188153141","media":"MoneyWise","summary":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for th","content":"<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.</p><p><blockquote>随着股市继续创下纪录，新冠肺炎的影响继续给经济带来问题。</blockquote></p><p> That clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.</p><p><blockquote>这场冲突让投资专家感到担忧，其中包括苏茜·欧曼(Suze Orman)，她甚至表示，她现在正在为不可避免的市场崩盘做准备。</blockquote></p><p> And a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.</p><p><blockquote>沃伦·巴菲特推广的一项著名指标——巴菲特指标——表明奥曼可能有所发现。</blockquote></p><p> Here’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.</p><p><blockquote>以下解释了这种担忧的来源，以及即使市场下跌，您也可以使用一些技巧来保持投资组合的增长。</blockquote></p><p> <b>What does Suze Orman think?</b></p><p><blockquote><b>苏西·奥曼是怎么想的？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/be8dc3ad363faad96bc575a22235562d\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Mediapunch/Shutterstock</p><p><blockquote>Mediapunch/Shutterstock</blockquote></p><p> Suze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.</p><p><blockquote>几十年来，Suze Orman一直热切关注市场。她知道起起落落是意料之中的，但她所看到的像游戏驿站这样的投资时尚所发生的事情让她感到担忧。</blockquote></p><p> “I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”</p><p><blockquote>“我不喜欢现在市场上发生的事情，”奥曼在CNBC的视频中表示。“经济一直很糟糕，但股市一直在上涨。”</blockquote></p><p> While investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.</p><p><blockquote>虽然现在投资就像使用智能手机应用程序一样容易，但奥曼担心我们能从这些历史高点走向何方。</blockquote></p><p> And even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.</p><p><blockquote>即使刺激支票仍在发放，房地产市场去年也打破了自己的记录，奥曼仍担心冠状病毒会带来什么——特别是在新变种不断出现的情况下。</blockquote></p><p> What's more, she feels it’s just been too long since the last crash to stay this high much longer.</p><p><blockquote>更重要的是，她觉得距离上次崩盘已经太久了，不能再保持这么高的高度了。</blockquote></p><p> “This reminds me of 2000 all over again,” Orman says.</p><p><blockquote>“这让我又想起了2000年，”奥曼说。</blockquote></p><p> <b>The Buffett Indicator</b></p><p><blockquote><b>巴菲特指标</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/44ada32ecadcc4581fed208f4f4e4d53\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Larry W Smith/EPA/Shutterstock</p><p><blockquote>拉里·W·史密斯/EPA/Shutterstock</blockquote></p><p> One metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.</p><p><blockquote>沃伦·巴菲特经常用来评估市场的一项指标，以他的名字命名，已经亮起红灯足够长的时间，以至于市场观察人士开始怀疑这是否是一个过时的工具。</blockquote></p><p> But the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.</p><p><blockquote>但衡量股市总价值与美国经济产出比率的巴菲特指标继续攀升至前所未有的水平。</blockquote></p><p> And those in the know are wondering if it's a sign that we’re about to see a hard fall.</p><p><blockquote>知情人士想知道这是否是我们即将看到严重下跌的迹象。</blockquote></p><p> How to prepare for a crash<img src=\"https://static.tigerbbs.com/1ad912a6b4611d9e39b46d2851c78c9e\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Freedomz / Shutterstock</p><p><blockquote>如何为崩溃做好准备Freedomz/Shutterstock</blockquote></p><p> Orman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.</p><p><blockquote>Orman提出了三个建立简单投资策略的建议，以帮助您成功应对市场的任何急转弯。</blockquote></p><p> <b>1. Buy low</b></p><p><blockquote><b>1.低吸</b></blockquote></p><p> Part of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.</p><p><blockquote>奥曼对游戏驿站等模因股票的狂热感到如此不安的部分原因是，它完全违背了普通投资者的利益。</blockquote></p><p> “All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”</p><p><blockquote>“你们所有人的头都被拧到了后面，”她说。“你想要的只是这些市场不断上涨。这对你有什么好处？”</blockquote></p><p> She points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.</p><p><blockquote>她指出，大多数人唯一的额外资金用于投资401(k)或IRA计划的退休生活。</blockquote></p><p> Because you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.</p><p><blockquote>因为你可能几十年内都不打算碰这笔钱，所以最好的长期策略是低吸。这样，你的美元现在将走得更远，为未来20年、30年或40年留下足够的增长空间。</blockquote></p><p> <b>2. Invest on a schedule</b></p><p><blockquote><b>2.按计划投资</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e4102f8a6d5002090743b1cbded32ef9\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">katjen / Shutterstock</p><p><blockquote>卡珍/Shutterstock</blockquote></p><p> While she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.</p><p><blockquote>虽然她更喜欢低价买入，但奥曼不建议你在市场上涨时完全停止投资。</blockquote></p><p> She wants casual investors to not get caught up in the daily ups and downs of the market.</p><p><blockquote>她希望普通投资者不要陷入市场每天的涨跌之中。</blockquote></p><p> In fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.</p><p><blockquote>事实上，现在为经济低迷欢呼可能是您获得更大份额利润丰厚的投资的最佳选择——就像一些幸运的投资者在2007年和2008年所做的那样。</blockquote></p><p> “When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”</p><p><blockquote>“当市场下跌、下跌、下跌时，你可以免费购买东西，”奥曼说。“现在看看15年后的它们。”</blockquote></p><p> She suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.</p><p><blockquote>她建议你建立一个平均成本策略，这意味着无论市场波动如何，你都要定期等量投资。</blockquote></p><p> This kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.</p><p><blockquote>这种方法很容易用目前可供DIY投资者使用的许多投资应用程序中的任何一个来实施。</blockquote></p><p> There are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.</p><p><blockquote>甚至有些应用程序会通过将您的借记卡和信用卡购买的金额四舍五入到最接近的美元来自动投资您的零钱。</blockquote></p><p> <b>3. Diversify with fractional shares</b></p><p><blockquote><b>3.通过零碎股份实现多元化</b></blockquote></p><p> To help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.</p><p><blockquote>为了帮助应对市场特定角落的下跌，奥曼建议您分散投资——通过投资多种不同类型的资产和经济部门来平衡您的投资组合。</blockquote></p><p> Orman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.</p><p><blockquote>奥曼特别推荐零股投资。这种方法允许你购买一家知名公司的一部分股份，否则你将买不起。</blockquote></p><p></p><p> With the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.</p><p><blockquote>在流行的股票交易工具的帮助下，任何预算的人都可以负担得起碎股策略。</blockquote></p><p> “The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”</p><p><blockquote>“你越早开始，你拥有的钱就越多，”奥曼说。“只是不要停下来，当这些市场下跌时，你应该很高兴，因为你的美元找到了更多的份额。”</blockquote></p><p> “And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”</p><p><blockquote>“你拥有的股票越多，20年、40年、50年后你拥有的钱就越多。”</blockquote></p><p> <b>What else you can do</b></p><p><blockquote><b>你还能做什么</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/5e79c6fd1f8fa6e3a7c3a6c94f1e14b5\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">goodluz / Shutterstock</p><p><blockquote>古德卢兹/Shutterstock</blockquote></p><p> Whether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.</p><p><blockquote>奥曼在CNBC视频中表示，无论大崩盘是否即将来临，距离退休还有几十年的投资者都可以利用这一点。</blockquote></p><p> First, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.</p><p><blockquote>第一，做最坏的打算，抱最好的希望。自从疫情爆发以来，奥曼现在建议每个人都有一个应急基金，可以支付他们一整年的费用。</blockquote></p><p> Then, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.</p><p><blockquote>然后，为了让自己过上舒适的退休生活，她建议您选择Roth账户，无论是401(k)还是IRA。</blockquote></p><p> That will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.</p><p><blockquote>这将帮助您在从退休账户中提取资金时避免纳税，因为您对罗斯账户的供款是税后进行的。另一方面，传统IRA在您缴款时无需纳税，因此您最终会稍后付款。</blockquote></p><p> If you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.</p><p><blockquote>如果您发现需要更多指导，与专业财务顾问合作可以帮助您指出正确的方向，以便您可以自信地度过任何市场波动。</blockquote></p><p> While everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.</p><p><blockquote>当其他人都在偏离路线或矫枉过正时，你将牢牢地坐在驾驶座上，计划好你的晚年。</blockquote></p><p></p>","source":"lsy1621813427262","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>Suze Orman worries about a market crash — here's what you should do<blockquote>Suze Orman担心市场崩盘——以下是您应该做的</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\">\nSuze Orman worries about a market crash — here's what you should do<blockquote>Suze Orman担心市场崩盘——以下是您应该做的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MoneyWise</strong><span class=\"h-time small\">2021-07-03 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.</p><p><blockquote>随着股市继续创下纪录，新冠肺炎的影响继续给经济带来问题。</blockquote></p><p> That clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.</p><p><blockquote>这场冲突让投资专家感到担忧，其中包括苏茜·欧曼(Suze Orman)，她甚至表示，她现在正在为不可避免的市场崩盘做准备。</blockquote></p><p> And a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.</p><p><blockquote>沃伦·巴菲特推广的一项著名指标——巴菲特指标——表明奥曼可能有所发现。</blockquote></p><p> Here’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.</p><p><blockquote>以下解释了这种担忧的来源，以及即使市场下跌，您也可以使用一些技巧来保持投资组合的增长。</blockquote></p><p> <b>What does Suze Orman think?</b></p><p><blockquote><b>苏西·奥曼是怎么想的？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/be8dc3ad363faad96bc575a22235562d\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Mediapunch/Shutterstock</p><p><blockquote>Mediapunch/Shutterstock</blockquote></p><p> Suze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.</p><p><blockquote>几十年来，Suze Orman一直热切关注市场。她知道起起落落是意料之中的，但她所看到的像游戏驿站这样的投资时尚所发生的事情让她感到担忧。</blockquote></p><p> “I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”</p><p><blockquote>“我不喜欢现在市场上发生的事情，”奥曼在CNBC的视频中表示。“经济一直很糟糕，但股市一直在上涨。”</blockquote></p><p> While investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.</p><p><blockquote>虽然现在投资就像使用智能手机应用程序一样容易，但奥曼担心我们能从这些历史高点走向何方。</blockquote></p><p> And even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.</p><p><blockquote>即使刺激支票仍在发放，房地产市场去年也打破了自己的记录，奥曼仍担心冠状病毒会带来什么——特别是在新变种不断出现的情况下。</blockquote></p><p> What's more, she feels it’s just been too long since the last crash to stay this high much longer.</p><p><blockquote>更重要的是，她觉得距离上次崩盘已经太久了，不能再保持这么高的高度了。</blockquote></p><p> “This reminds me of 2000 all over again,” Orman says.</p><p><blockquote>“这让我又想起了2000年，”奥曼说。</blockquote></p><p> <b>The Buffett Indicator</b></p><p><blockquote><b>巴菲特指标</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/44ada32ecadcc4581fed208f4f4e4d53\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Larry W Smith/EPA/Shutterstock</p><p><blockquote>拉里·W·史密斯/EPA/Shutterstock</blockquote></p><p> One metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.</p><p><blockquote>沃伦·巴菲特经常用来评估市场的一项指标，以他的名字命名，已经亮起红灯足够长的时间，以至于市场观察人士开始怀疑这是否是一个过时的工具。</blockquote></p><p> But the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.</p><p><blockquote>但衡量股市总价值与美国经济产出比率的巴菲特指标继续攀升至前所未有的水平。</blockquote></p><p> And those in the know are wondering if it's a sign that we’re about to see a hard fall.</p><p><blockquote>知情人士想知道这是否是我们即将看到严重下跌的迹象。</blockquote></p><p> How to prepare for a crash<img src=\"https://static.tigerbbs.com/1ad912a6b4611d9e39b46d2851c78c9e\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Freedomz / Shutterstock</p><p><blockquote>如何为崩溃做好准备Freedomz/Shutterstock</blockquote></p><p> Orman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.</p><p><blockquote>Orman提出了三个建立简单投资策略的建议，以帮助您成功应对市场的任何急转弯。</blockquote></p><p> <b>1. Buy low</b></p><p><blockquote><b>1.低吸</b></blockquote></p><p> Part of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.</p><p><blockquote>奥曼对游戏驿站等模因股票的狂热感到如此不安的部分原因是，它完全违背了普通投资者的利益。</blockquote></p><p> “All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”</p><p><blockquote>“你们所有人的头都被拧到了后面，”她说。“你想要的只是这些市场不断上涨。这对你有什么好处？”</blockquote></p><p> She points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.</p><p><blockquote>她指出，大多数人唯一的额外资金用于投资401(k)或IRA计划的退休生活。</blockquote></p><p> Because you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.</p><p><blockquote>因为你可能几十年内都不打算碰这笔钱，所以最好的长期策略是低吸。这样，你的美元现在将走得更远，为未来20年、30年或40年留下足够的增长空间。</blockquote></p><p> <b>2. Invest on a schedule</b></p><p><blockquote><b>2.按计划投资</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e4102f8a6d5002090743b1cbded32ef9\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">katjen / Shutterstock</p><p><blockquote>卡珍/Shutterstock</blockquote></p><p> While she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.</p><p><blockquote>虽然她更喜欢低价买入，但奥曼不建议你在市场上涨时完全停止投资。</blockquote></p><p> She wants casual investors to not get caught up in the daily ups and downs of the market.</p><p><blockquote>她希望普通投资者不要陷入市场每天的涨跌之中。</blockquote></p><p> In fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.</p><p><blockquote>事实上，现在为经济低迷欢呼可能是您获得更大份额利润丰厚的投资的最佳选择——就像一些幸运的投资者在2007年和2008年所做的那样。</blockquote></p><p> “When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”</p><p><blockquote>“当市场下跌、下跌、下跌时，你可以免费购买东西，”奥曼说。“现在看看15年后的它们。”</blockquote></p><p> She suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.</p><p><blockquote>她建议你建立一个平均成本策略，这意味着无论市场波动如何，你都要定期等量投资。</blockquote></p><p> This kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.</p><p><blockquote>这种方法很容易用目前可供DIY投资者使用的许多投资应用程序中的任何一个来实施。</blockquote></p><p> There are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.</p><p><blockquote>甚至有些应用程序会通过将您的借记卡和信用卡购买的金额四舍五入到最接近的美元来自动投资您的零钱。</blockquote></p><p> <b>3. Diversify with fractional shares</b></p><p><blockquote><b>3.通过零碎股份实现多元化</b></blockquote></p><p> To help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.</p><p><blockquote>为了帮助应对市场特定角落的下跌，奥曼建议您分散投资——通过投资多种不同类型的资产和经济部门来平衡您的投资组合。</blockquote></p><p> Orman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.</p><p><blockquote>奥曼特别推荐零股投资。这种方法允许你购买一家知名公司的一部分股份，否则你将买不起。</blockquote></p><p></p><p> With the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.</p><p><blockquote>在流行的股票交易工具的帮助下，任何预算的人都可以负担得起碎股策略。</blockquote></p><p> “The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”</p><p><blockquote>“你越早开始，你拥有的钱就越多，”奥曼说。“只是不要停下来，当这些市场下跌时，你应该很高兴，因为你的美元找到了更多的份额。”</blockquote></p><p> “And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”</p><p><blockquote>“你拥有的股票越多，20年、40年、50年后你拥有的钱就越多。”</blockquote></p><p> <b>What else you can do</b></p><p><blockquote><b>你还能做什么</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/5e79c6fd1f8fa6e3a7c3a6c94f1e14b5\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">goodluz / Shutterstock</p><p><blockquote>古德卢兹/Shutterstock</blockquote></p><p> Whether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.</p><p><blockquote>奥曼在CNBC视频中表示，无论大崩盘是否即将来临，距离退休还有几十年的投资者都可以利用这一点。</blockquote></p><p> First, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.</p><p><blockquote>第一，做最坏的打算，抱最好的希望。自从疫情爆发以来，奥曼现在建议每个人都有一个应急基金，可以支付他们一整年的费用。</blockquote></p><p> Then, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.</p><p><blockquote>然后，为了让自己过上舒适的退休生活，她建议您选择Roth账户，无论是401(k)还是IRA。</blockquote></p><p> That will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.</p><p><blockquote>这将帮助您在从退休账户中提取资金时避免纳税，因为您对罗斯账户的供款是税后进行的。另一方面，传统IRA在您缴款时无需纳税，因此您最终会稍后付款。</blockquote></p><p> If you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.</p><p><blockquote>如果您发现需要更多指导，与专业财务顾问合作可以帮助您指出正确的方向，以便您可以自信地度过任何市场波动。</blockquote></p><p> While everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.</p><p><blockquote>当其他人都在偏离路线或矫枉过正时，你将牢牢地坐在驾驶座上，计划好你的晚年。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html\">MoneyWise</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188153141","content_text":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.\nThat clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.\nAnd a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.\nHere’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.\nWhat does Suze Orman think?\nMediapunch/Shutterstock\nSuze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.\n“I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”\nWhile investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.\nAnd even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.\nWhat's more, she feels it’s just been too long since the last crash to stay this high much longer.\n“This reminds me of 2000 all over again,” Orman says.\nThe Buffett Indicator\nLarry W Smith/EPA/Shutterstock\nOne metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.\nBut the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.\nAnd those in the know are wondering if it's a sign that we’re about to see a hard fall.\nHow to prepare for a crashFreedomz / Shutterstock\nOrman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.\n1. Buy low\nPart of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.\n“All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”\nShe points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.\nBecause you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.\n2. Invest on a schedule\nkatjen / Shutterstock\nWhile she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.\nShe wants casual investors to not get caught up in the daily ups and downs of the market.\nIn fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.\n“When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”\nShe suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.\nThis kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.\nThere are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.\n3. Diversify with fractional shares\nTo help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.\nOrman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.\nWith the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.\n“The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”\n“And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”\nWhat else you can do\ngoodluz / Shutterstock\nWhether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.\nFirst, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.\nThen, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.\nThat will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.\nIf you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.\nWhile everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116008079,"gmtCreate":1622764464691,"gmtModify":1634098321308,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Take note","listText":"Take note","text":"Take note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/116008079","repostId":"1103224269","repostType":4,"repost":{"id":"1103224269","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":1622763006,"share":"https://www.laohu8.com/m/news/1103224269?lang=zh_CN&edition=full","pubTime":"2021-06-04 07:30","market":"hk","language":"en","title":"CrowdStrike stock rises as earnings, outlook top Street view<blockquote>CrowdStrike股价上涨，盈利和前景顶级街景</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103224269","media":"Tiger Newspress","summary":"CrowdStrike Holdings Inc. shares rose in the extended session Thursday after the cybersecurity compa","content":"<p>CrowdStrike Holdings Inc. shares rose in the extended session Thursday after the cybersecurity company’s quarterly results and outlook topped Wall Street estimates.</p><p><blockquote>网络安全公司CrowdStrike Holdings Inc.的季度业绩和前景超出华尔街预期后，该公司股价在周四的延长交易中上涨。</blockquote></p><p>CrowdStrike&nbsp;CRWD,shares gained 3% after hours, following a 2.1% decline in the regular session to close at $216.<img src=\"https://static.tigerbbs.com/a24dbc8384041f548a22f9c5907a31ff\" tg-width=\"694\" tg-height=\"525\" referrerpolicy=\"no-referrer\">The company reported a fiscal first-quarter loss of $85 million, or 38 cents a share, compared with a loss of $19.2 million, or 9 cents a share, in the year-ago period. Adjusted net income, which excludes stock-based compensation and other items, was 10 cents a share, compared with 2 cents a share in the year-ago period.<img src=\"https://static.tigerbbs.com/845d35a2438402e22e7764efbb217450\" tg-width=\"831\" tg-height=\"623\" referrerpolicy=\"no-referrer\"></p><p><blockquote>CrowdStrike CRWD股价盘后上涨3%，常规交易时段下跌2.1%，收于216美元。该公司报告第一财季亏损8500万美元，即每股亏损38美分，而去年同期亏损1920万美元，即每股亏损9美分。调整后净利润（不包括股票薪酬和其他项目）为每股10美分，而去年同期为每股2美分。</blockquote></p><p>Revenue rose to $302.8 million from $178.1 million in the year-ago quarter.</p><p><blockquote>收入从去年同期的1.781亿美元增至3.028亿美元。</blockquote></p><p>Analysts surveyed by FactSet had forecast CrowdStrike to report earnings of 5 cents a share on revenue of $291.5 million, based on the company’s outlook of 5 cents to 6 cents a share on revenue of $287.8 million to $292.1 million.</p><p><blockquote>FactSet调查的分析师此前预测CrowdStrike每股收益为5美分，营收为2.915亿美元，而该公司每股收益为5美分至6美分，营收为2.878亿美元至2.921亿美元。</blockquote></p><p>“We believe the robust demand environment driven by secular trends, such as digital and security transformation, cloud adoption and a heightened threat environment, provides a runway for long-term sustainable growth,” said George Kurtz, CrowdStrike co-founder and chief executive, in a statement.</p><p><blockquote>CrowdStrike联合创始人兼首席执行官乔治·库尔茨(George Kurtz)表示：“我们相信，数字化和安全转型、云采用以及威胁环境加剧等长期趋势推动的强劲需求环境为长期可持续增长提供了跑道。”，在一份声明中。</blockquote></p><p>Annual recurring revenue, a software-as-a-service metric that shows how much revenue the company can expect based on subscriptions, increased 74% to $1.19 billion for the quarter, while the Street expected $1.12 billion.</p><p><blockquote>年度经常性收入是一项软件即服务指标，显示该公司根据订阅可以预期获得多少收入，该季度增长了74%，达到11.9亿美元，而华尔街的预期为11.2亿美元。</blockquote></p><p>CrowdStrike expects adjusted fiscal second-quarter earnings of 7 cents to 9 cents a share on revenue of $318.3 million to $324.4 million, while analysts forecast earnings of 6 cents a share on revenue of $310.6 million, according to FactSet.</p><p><blockquote>FactSet的数据显示，CrowdStrike预计第二财季调整后每股收益为7美分至9美分，营收为3.183亿美元至3.244亿美元，而分析师预测每股收益为6美分，营收为3.106亿美元。</blockquote></p><p>As of Thursday’s close, the stock is up 120% over the past 12 months, compared with a 34% rise by the S&amp;P 500 index&nbsp;SPX,-0.36%,&nbsp;a 41% gain for the tech-heavy Nasdaq Composite Index&nbsp;COMP,-1.03%,&nbsp;and a 29% gain by the ETFMG Prime Cyber Security ETF&nbsp;HACK,-1.10%.</p><p><blockquote>截至周四收盘，该股在过去12个月内上涨了120%，而标普500指数SPX上涨了34%，-0.36%，以科技股为主的纳斯达克综合指数COMP上涨了41%，-1.03%，ETFMG Prime网络安全ETF Hack上涨了29%，-1.10%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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\">\nCrowdStrike stock rises as earnings, outlook top Street view<blockquote>CrowdStrike股价上涨，盈利和前景顶级街景</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-04 07:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>CrowdStrike Holdings Inc. shares rose in the extended session Thursday after the cybersecurity company’s quarterly results and outlook topped Wall Street estimates.</p><p><blockquote>网络安全公司CrowdStrike Holdings Inc.的季度业绩和前景超出华尔街预期后，该公司股价在周四的延长交易中上涨。</blockquote></p><p>CrowdStrike&nbsp;CRWD,shares gained 3% after hours, following a 2.1% decline in the regular session to close at $216.<img src=\"https://static.tigerbbs.com/a24dbc8384041f548a22f9c5907a31ff\" tg-width=\"694\" tg-height=\"525\" referrerpolicy=\"no-referrer\">The company reported a fiscal first-quarter loss of $85 million, or 38 cents a share, compared with a loss of $19.2 million, or 9 cents a share, in the year-ago period. Adjusted net income, which excludes stock-based compensation and other items, was 10 cents a share, compared with 2 cents a share in the year-ago period.<img src=\"https://static.tigerbbs.com/845d35a2438402e22e7764efbb217450\" tg-width=\"831\" tg-height=\"623\" referrerpolicy=\"no-referrer\"></p><p><blockquote>CrowdStrike CRWD股价盘后上涨3%，常规交易时段下跌2.1%，收于216美元。该公司报告第一财季亏损8500万美元，即每股亏损38美分，而去年同期亏损1920万美元，即每股亏损9美分。调整后净利润（不包括股票薪酬和其他项目）为每股10美分，而去年同期为每股2美分。</blockquote></p><p>Revenue rose to $302.8 million from $178.1 million in the year-ago quarter.</p><p><blockquote>收入从去年同期的1.781亿美元增至3.028亿美元。</blockquote></p><p>Analysts surveyed by FactSet had forecast CrowdStrike to report earnings of 5 cents a share on revenue of $291.5 million, based on the company’s outlook of 5 cents to 6 cents a share on revenue of $287.8 million to $292.1 million.</p><p><blockquote>FactSet调查的分析师此前预测CrowdStrike每股收益为5美分，营收为2.915亿美元，而该公司每股收益为5美分至6美分，营收为2.878亿美元至2.921亿美元。</blockquote></p><p>“We believe the robust demand environment driven by secular trends, such as digital and security transformation, cloud adoption and a heightened threat environment, provides a runway for long-term sustainable growth,” said George Kurtz, CrowdStrike co-founder and chief executive, in a statement.</p><p><blockquote>CrowdStrike联合创始人兼首席执行官乔治·库尔茨(George Kurtz)表示：“我们相信，数字化和安全转型、云采用以及威胁环境加剧等长期趋势推动的强劲需求环境为长期可持续增长提供了跑道。”，在一份声明中。</blockquote></p><p>Annual recurring revenue, a software-as-a-service metric that shows how much revenue the company can expect based on subscriptions, increased 74% to $1.19 billion for the quarter, while the Street expected $1.12 billion.</p><p><blockquote>年度经常性收入是一项软件即服务指标，显示该公司根据订阅可以预期获得多少收入，该季度增长了74%，达到11.9亿美元，而华尔街的预期为11.2亿美元。</blockquote></p><p>CrowdStrike expects adjusted fiscal second-quarter earnings of 7 cents to 9 cents a share on revenue of $318.3 million to $324.4 million, while analysts forecast earnings of 6 cents a share on revenue of $310.6 million, according to FactSet.</p><p><blockquote>FactSet的数据显示，CrowdStrike预计第二财季调整后每股收益为7美分至9美分，营收为3.183亿美元至3.244亿美元，而分析师预测每股收益为6美分，营收为3.106亿美元。</blockquote></p><p>As of Thursday’s close, the stock is up 120% over the past 12 months, compared with a 34% rise by the S&amp;P 500 index&nbsp;SPX,-0.36%,&nbsp;a 41% gain for the tech-heavy Nasdaq Composite Index&nbsp;COMP,-1.03%,&nbsp;and a 29% gain by the ETFMG Prime Cyber Security ETF&nbsp;HACK,-1.10%.</p><p><blockquote>截至周四收盘，该股在过去12个月内上涨了120%，而标普500指数SPX上涨了34%，-0.36%，以科技股为主的纳斯达克综合指数COMP上涨了41%，-1.03%，ETFMG Prime网络安全ETF Hack上涨了29%，-1.10%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103224269","content_text":"CrowdStrike Holdings Inc. shares rose in the extended session Thursday after the cybersecurity company’s quarterly results and outlook topped Wall Street estimates.CrowdStrike CRWD,shares gained 3% after hours, following a 2.1% decline in the regular session to close at $216.The company reported a fiscal first-quarter loss of $85 million, or 38 cents a share, compared with a loss of $19.2 million, or 9 cents a share, in the year-ago period. Adjusted net income, which excludes stock-based compensation and other items, was 10 cents a share, compared with 2 cents a share in the year-ago period.Revenue rose to $302.8 million from $178.1 million in the year-ago quarter.Analysts surveyed by FactSet had forecast CrowdStrike to report earnings of 5 cents a share on revenue of $291.5 million, based on the company’s outlook of 5 cents to 6 cents a share on revenue of $287.8 million to $292.1 million.“We believe the robust demand environment driven by secular trends, such as digital and security transformation, cloud adoption and a heightened threat environment, provides a runway for long-term sustainable growth,” said George Kurtz, CrowdStrike co-founder and chief executive, in a statement.Annual recurring revenue, a software-as-a-service metric that shows how much revenue the company can expect based on subscriptions, increased 74% to $1.19 billion for the quarter, while the Street expected $1.12 billion.CrowdStrike expects adjusted fiscal second-quarter earnings of 7 cents to 9 cents a share on revenue of $318.3 million to $324.4 million, while analysts forecast earnings of 6 cents a share on revenue of $310.6 million, according to FactSet.As of Thursday’s close, the stock is up 120% over the past 12 months, compared with a 34% rise by the S&P 500 index SPX,-0.36%, a 41% gain for the tech-heavy Nasdaq Composite Index COMP,-1.03%, and a 29% gain by the ETFMG Prime Cyber Security ETF HACK,-1.10%.","news_type":1,"symbols_score_info":{"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893266808,"gmtCreate":1628265242004,"gmtModify":1631889349454,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Which is better","listText":"Which is better","text":"Which is better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893266808","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下，云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计，提供云服务的公司未来将实现强劲的销售增长。（盖蒂图片社/iStockphoto）</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增，但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长，覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕，显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中，销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先，我们查看了五只最大的云ETF：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣，您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较，以及SPDR标普500 ETF和Invesco QQQ Trust（跟踪纳斯达克100指数）的总回报比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如，方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息，它也是唯一一家持有特斯拉公司股票的公司，占投资组合的10.65%。特斯拉是一家电动汽车制造商，但它也可以被视为一家云公司，因为它不断通过互联网分发软件更新，并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中，ARKW独有的另一个持股是华特迪士尼公司，该公司通过其Disney+流媒体服务无疑是一个重要的云参与者，即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分，FactSet表示如下：</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲，ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者，但投资组合的实施是一项更加困难的任务：大多数开发这些进步的公司都是大公司，新兴技术仅占总收入的一小部分。因此，很难纯粹接触ARKW的目标技术，因此请务必确认该基金的持股（而不仅仅是其论点）与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长，我们使用2020年日历的销售预测作为基线，然后查看FactSet调查的分析师对随后三年的一致预测（如果有）。（2020年的数字是估计值，因为许多公司的财年与日历不符。）</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计，我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司，这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p><p><blockquote>实际上有21只股票上市，包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是，该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义，也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下，SPDR标普500指数ETF的远期市销率为2.8，2023年预计市销率为2.6。对于QQQ，目前的市盈率为4.7，2023年将降至4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","KC":"金山云","SHOP":"Shopify Inc","MELI":"MercadoLibre","ZG":"Zillow Class A","SE":"Sea Ltd","TSLA":"特斯拉","ROKU":"Roku Inc","SKLZ":"Skillz Inc","LC":"LendingClub","OKTA":"Okta Inc.","TDOC":"Teladoc Health Inc.","Z":"Zillow","COIN":"Coinbase Global, Inc.","PDD":"拼多多","VCYT":"Veracyte Inc","PINS":"Pinterest, Inc.","SNAP":"Snap Inc","ADYEY":"Adyen N.V.","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"TDOC":0.9,"LC":0.9,"COIN":0.9,"KC":0.9,"OKTA":0.9,"DKNG":0.9,"PINS":0.9,"SE":0.9,"SHOP":0.9,"ADYEY":0.9,"ZG":0.9,"MELI":0.9,"VCYT":0.9,"SNAP":0.9,"SQ":0.9,"SKLZ":0.9,"CRWD":0.9,"Z":0.9,"PDD":0.9,"ROKU":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808000158,"gmtCreate":1627539752574,"gmtModify":1631889349472,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/808000158","repostId":"2155413972","repostType":4,"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141779410,"gmtCreate":1625895482430,"gmtModify":1631889349478,"author":{"id":"3564648657215594","authorId":"3564648657215594","name":"Bptan1973","avatar":"https://static.tigerbbs.com/3bc9afb30415a151838a752cc38621fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564648657215594","authorIdStr":"3564648657215594"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141779410","repostId":"2150053623","repostType":4,"repost":{"id":"2150053623","kind":"highlight","pubTimestamp":1625883910,"share":"https://www.laohu8.com/m/news/2150053623?lang=zh_CN&edition=full","pubTime":"2021-07-10 10:25","market":"hk","language":"en","title":"A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?<blockquote>美股疯狂的一周伴随着市场叙事的变化——投资者应该相信吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2150053623","media":"MarketWatch","summary":"Investors must decide whether they believe stalling economic growth is a bigger threat than an infla","content":"<p>Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge</p><p><blockquote>投资者必须决定他们是否认为经济增长停滞是比通胀飙升更大的威胁</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32ec205cf1616aaba5573cc40240a899\" tg-width=\"1260\" tg-height=\"876\"></p><p><blockquote></blockquote></p><p> Fears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right <a href=\"https://laohu8.com/S/AONE.U\">one</a> ?</p><p><blockquote>对通货膨胀失控的担忧已经被对全球经济增长迅速放缓的担忧所取代——这使得美国投资者度过了一个漫长的假期——但这种新的说法正确吗<a href=\"https://laohu8.com/S/AONE.U\">一</a>？</blockquote></p><p> A Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.</p><p><blockquote>国债反弹变成了买盘狂潮，导致长期收益率大幅走低。这使得所谓的通货再膨胀交易失去了任何剩余的动力，该交易青睐对周期性更敏感的公司的股票，预计这些公司将从价格上涨和经济增长加速中受益最多。</blockquote></p><p> What changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.</p><p><blockquote>什么变了？管理着6050亿美元资产的纽约人寿投资公司(New York Life Investments)经济学家兼投资组合策略师劳伦·古德温(Lauren Goodwin)表示，市场叙事的转变有三个重要因素。</blockquote></p><p> The first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.</p><p><blockquote>她表示，首先是美联储对数据的反应方式发生了明显的变化，投资者不再希望政策制定者像之前认为的那样容忍经济过热和通胀上升。二是虽然经济增长预计将保持强劲，但增长速度预计已经见顶。第三，人们担心导致新冠肺炎的三角洲和其他冠状病毒变种的传播可能会迫使新一轮限制，这将给全球经济活动带来压力。</blockquote></p><p> \"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"</p><p><blockquote>古德温在接受电话采访时表示：“总的来说，这与几周前的市场共识叙事截然不同，当时的焦点都是刺激和过热。”他指出，投资者现在必须问：“这种新的叙事是正确的吗？”一个？”</blockquote></p><p> The real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.</p><p><blockquote>过去一周真正的痛苦在于美国国债市场，该市场的反弹导致长期收益率大幅下跌，价格上涨。此次上涨很大程度上归因于美国国债空头被迫进行空头回补，他们担心通胀，造成了某种程度的买入狂潮，周四将10年期国债收益率推至1.25%以下的五个月低点，然后最终回落。</blockquote></p><p> But analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .</p><p><blockquote>但分析师表示，此举至少在一定程度上也反映了对全球经济增长前景的合理担忧。</blockquote></p><p> That Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&amp;P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .</p><p><blockquote>周四收益率暴跌以及随之而来的增长担忧引发了股市大范围抛售，标普500和纳斯达克综合指数从历史高点回落，而道琼斯工业平均指数则在盘中低点下跌了500多点。周五股市收盘时收复跌幅，然后走高，三大股指均创历史新高。</blockquote></p><p> One casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.</p><p><blockquote>其中一个受害者是股市通货再膨胀交易。小盘股罗素2000指数RUT（#phrase-company？ref=company%7CRUT；onlineSignificance=passing-mention）连续第二周下跌1.1%，而以科技股为主的纳斯达克100指数周上涨0.4%。价值股表现不佳，罗素1000价值指数下跌0.3%，罗素1000成长指数上涨1%。</blockquote></p><p> \"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.</p><p><blockquote>研究公司凯投宏观(Capital Economics)高级市场经济学家奥利弗·琼斯(Oliver Jones)在周五的一份报告中表示：“‘通货再膨胀’和‘轮换’交易——与对经济从大流行和通胀上升中快速、广泛复苏的乐观情绪相关——可以说早在第一季度末就一直在萎靡不振，但显然受到了打击。”</blockquote></p><p> Sectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.</p><p><blockquote>他指出，从通货再膨胀/轮动叙事中受益最多的能源和金融等行业以及价值等因素表现不佳。</blockquote></p><p> Jones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.</p><p><blockquote>琼斯认为，随着供应限制影响经济活动，对美国经济复苏的乐观情绪达到顶峰是有道理的。全球增长预期也可能面临压力，中国经济可能继续令人失望。</blockquote></p><p> At the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.</p><p><blockquote>与此同时，从绝对值来看，美国经济仍有望实现非常强劲的复苏，远远超过2008年全球金融危机后的复苏。他认为，美国的核心通胀可能比预期更加持久。</blockquote></p><p> That sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.</p><p><blockquote>他表示，这为“轮换/通货再膨胀贸易标签在未来几个季度可能会逐渐变得不那么有用”的情况奠定了基础。</blockquote></p><p> In particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.</p><p><blockquote>他表示，特别是部分交易，包括大多数股市的快速上涨和能源公司的优异表现，目前可能已经结束，而考虑到美国的增长和通胀路径，美国国债收益率的下降可能是“过度反应”。</blockquote></p><p> Investors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.</p><p><blockquote>投资者将在未来一周看到通胀和增长方面的证据。6月份消费者价格指数定于周二发布，生产者价格指数定于周三发布。本周将公布大量其他经济数据，包括周五公布的6月份零售销售数据。</blockquote></p><p></p><p> And then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.</p><p><blockquote>然后是企业财报季的开始，预计将迎来另一个高峰，因为与去年大流行初期相比，第二季度的利润大幅增长。</blockquote></p><p> \"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.</p><p><blockquote>LPL Financial首席市场策略师瑞安·德特里克(Ryan Detrick)在周五创纪录的收盘后表示：“随着下周财报季的开始，标准设定得相当高，美国企业界最好再创辉煌的季度，否则可能会出现一些失望的多头。”</blockquote></p><p> Goodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.</p><p><blockquote>古德温表示，投资者的选择可以归结为要么倾向于有利于周期性股票和短期资产的旧说法，要么倾向于预计经济增长将更加低迷和乏力的新说法，就像大流行之前一样，有利于成长型股票和防御性股票部门。</blockquote></p><p> The best response, however, may be a little bit of both, Goodwin said.</p><p><blockquote>然而，古德温说，最好的反应可能是两者兼而有之。</blockquote></p><p> Reflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.</p><p><blockquote>通货再膨胀在短期内可能仍有一定的运行空间。她表示，儿童税收抵免付款的分配将于本月晚些时候开始，而随着儿童重返校园和额外失业救济金到期，劳动力短缺可能会在未来几个月得到缓解，而消费者则坐拥可观的储蓄。</blockquote></p><p> At the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.</p><p><blockquote>她表示，与此同时，增长和通胀正在见顶，各资产类别的估值都在扩大。她表示，虽然仍保持周期性倾斜，但不断变化的背景为采取更平衡的投资组合方法提供了评级。</blockquote></p><p> Investors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.</p><p><blockquote>她表示，投资者需要在更具选择性的环境中，而不是水涨船高的环境中，密切关注能够利用不断变化的趋势并将价格上涨转嫁给消费者的行业和个别公司。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?<blockquote>美股疯狂的一周伴随着市场叙事的变化——投资者应该相信吗？</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\">\nA crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?<blockquote>美股疯狂的一周伴随着市场叙事的变化——投资者应该相信吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-10 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge</p><p><blockquote>投资者必须决定他们是否认为经济增长停滞是比通胀飙升更大的威胁</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32ec205cf1616aaba5573cc40240a899\" tg-width=\"1260\" tg-height=\"876\"></p><p><blockquote></blockquote></p><p> Fears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right <a href=\"https://laohu8.com/S/AONE.U\">one</a> ?</p><p><blockquote>对通货膨胀失控的担忧已经被对全球经济增长迅速放缓的担忧所取代——这使得美国投资者度过了一个漫长的假期——但这种新的说法正确吗<a href=\"https://laohu8.com/S/AONE.U\">一</a>？</blockquote></p><p> A Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.</p><p><blockquote>国债反弹变成了买盘狂潮，导致长期收益率大幅走低。这使得所谓的通货再膨胀交易失去了任何剩余的动力，该交易青睐对周期性更敏感的公司的股票，预计这些公司将从价格上涨和经济增长加速中受益最多。</blockquote></p><p> What changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.</p><p><blockquote>什么变了？管理着6050亿美元资产的纽约人寿投资公司(New York Life Investments)经济学家兼投资组合策略师劳伦·古德温(Lauren Goodwin)表示，市场叙事的转变有三个重要因素。</blockquote></p><p> The first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.</p><p><blockquote>她表示，首先是美联储对数据的反应方式发生了明显的变化，投资者不再希望政策制定者像之前认为的那样容忍经济过热和通胀上升。二是虽然经济增长预计将保持强劲，但增长速度预计已经见顶。第三，人们担心导致新冠肺炎的三角洲和其他冠状病毒变种的传播可能会迫使新一轮限制，这将给全球经济活动带来压力。</blockquote></p><p> \"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"</p><p><blockquote>古德温在接受电话采访时表示：“总的来说，这与几周前的市场共识叙事截然不同，当时的焦点都是刺激和过热。”他指出，投资者现在必须问：“这种新的叙事是正确的吗？”一个？”</blockquote></p><p> The real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.</p><p><blockquote>过去一周真正的痛苦在于美国国债市场，该市场的反弹导致长期收益率大幅下跌，价格上涨。此次上涨很大程度上归因于美国国债空头被迫进行空头回补，他们担心通胀，造成了某种程度的买入狂潮，周四将10年期国债收益率推至1.25%以下的五个月低点，然后最终回落。</blockquote></p><p> But analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .</p><p><blockquote>但分析师表示，此举至少在一定程度上也反映了对全球经济增长前景的合理担忧。</blockquote></p><p> That Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&amp;P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .</p><p><blockquote>周四收益率暴跌以及随之而来的增长担忧引发了股市大范围抛售，标普500和纳斯达克综合指数从历史高点回落，而道琼斯工业平均指数则在盘中低点下跌了500多点。周五股市收盘时收复跌幅，然后走高，三大股指均创历史新高。</blockquote></p><p> One casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.</p><p><blockquote>其中一个受害者是股市通货再膨胀交易。小盘股罗素2000指数RUT（#phrase-company？ref=company%7CRUT；onlineSignificance=passing-mention）连续第二周下跌1.1%，而以科技股为主的纳斯达克100指数周上涨0.4%。价值股表现不佳，罗素1000价值指数下跌0.3%，罗素1000成长指数上涨1%。</blockquote></p><p> \"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.</p><p><blockquote>研究公司凯投宏观(Capital Economics)高级市场经济学家奥利弗·琼斯(Oliver Jones)在周五的一份报告中表示：“‘通货再膨胀’和‘轮换’交易——与对经济从大流行和通胀上升中快速、广泛复苏的乐观情绪相关——可以说早在第一季度末就一直在萎靡不振，但显然受到了打击。”</blockquote></p><p> Sectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.</p><p><blockquote>他指出，从通货再膨胀/轮动叙事中受益最多的能源和金融等行业以及价值等因素表现不佳。</blockquote></p><p> Jones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.</p><p><blockquote>琼斯认为，随着供应限制影响经济活动，对美国经济复苏的乐观情绪达到顶峰是有道理的。全球增长预期也可能面临压力，中国经济可能继续令人失望。</blockquote></p><p> At the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.</p><p><blockquote>与此同时，从绝对值来看，美国经济仍有望实现非常强劲的复苏，远远超过2008年全球金融危机后的复苏。他认为，美国的核心通胀可能比预期更加持久。</blockquote></p><p> That sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.</p><p><blockquote>他表示，这为“轮换/通货再膨胀贸易标签在未来几个季度可能会逐渐变得不那么有用”的情况奠定了基础。</blockquote></p><p> In particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.</p><p><blockquote>他表示，特别是部分交易，包括大多数股市的快速上涨和能源公司的优异表现，目前可能已经结束，而考虑到美国的增长和通胀路径，美国国债收益率的下降可能是“过度反应”。</blockquote></p><p> Investors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.</p><p><blockquote>投资者将在未来一周看到通胀和增长方面的证据。6月份消费者价格指数定于周二发布，生产者价格指数定于周三发布。本周将公布大量其他经济数据，包括周五公布的6月份零售销售数据。</blockquote></p><p></p><p> And then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.</p><p><blockquote>然后是企业财报季的开始，预计将迎来另一个高峰，因为与去年大流行初期相比，第二季度的利润大幅增长。</blockquote></p><p> \"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.</p><p><blockquote>LPL Financial首席市场策略师瑞安·德特里克(Ryan Detrick)在周五创纪录的收盘后表示：“随着下周财报季的开始，标准设定得相当高，美国企业界最好再创辉煌的季度，否则可能会出现一些失望的多头。”</blockquote></p><p> Goodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.</p><p><blockquote>古德温表示，投资者的选择可以归结为要么倾向于有利于周期性股票和短期资产的旧说法，要么倾向于预计经济增长将更加低迷和乏力的新说法，就像大流行之前一样，有利于成长型股票和防御性股票部门。</blockquote></p><p> The best response, however, may be a little bit of both, Goodwin said.</p><p><blockquote>然而，古德温说，最好的反应可能是两者兼而有之。</blockquote></p><p> Reflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.</p><p><blockquote>通货再膨胀在短期内可能仍有一定的运行空间。她表示，儿童税收抵免付款的分配将于本月晚些时候开始，而随着儿童重返校园和额外失业救济金到期，劳动力短缺可能会在未来几个月得到缓解，而消费者则坐拥可观的储蓄。</blockquote></p><p> At the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.</p><p><blockquote>她表示，与此同时，增长和通胀正在见顶，各资产类别的估值都在扩大。她表示，虽然仍保持周期性倾斜，但不断变化的背景为采取更平衡的投资组合方法提供了评级。</blockquote></p><p> Investors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.</p><p><blockquote>她表示，投资者需要在更具选择性的环境中，而不是水涨船高的环境中，密切关注能够利用不断变化的趋势并将价格上涨转嫁给消费者的行业和个别公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150053623","content_text":"Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge\n\nFears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right one ?\nA Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.\nWhat changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.\nThe first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.\n\"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"\nThe real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.\nBut analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .\nThat Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .\nOne casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.\n\"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.\nSectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.\nJones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.\nAt the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.\nThat sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.\nIn particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.\nInvestors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.\nAnd then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.\n\"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.\nGoodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.\nThe best response, however, may be a little bit of both, Goodwin said.\nReflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.\nAt the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.\nInvestors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}