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Lulup
2021-12-29
oh no!!
Rivian Delays the Bigger Battery Pack for Its Electric Pickup All the Way to 2023<blockquote>Rivian将其电动皮卡的更大电池组推迟到2023年</blockquote>
Lulup
2021-12-29
good.keep it up.
These 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote>
Lulup
2021-12-28
Great ariticle, would you like to share it?
昨夜今晨:欧美股市涨嗨了!苹果冲击3万亿美元市值大关
Lulup
2021-12-23
read
抱歉,原内容已删除
Lulup
2021-12-22
wow. nice
Tesla Stock Has Wiped Out Its Post-Hertz Gains. But Here Are 4 Catalysts to Drive Shares Higher.<blockquote>特斯拉股价已经抹去了赫兹之后的涨幅。但以下是推动股价走高的4个催化剂。</blockquote>
Lulup
2021-12-03
回复
@Ermmmmmm
:ok//
@Ermmmmmm
:Because they have relatively larger population and sites so domestic traveling is possible, but so much in sg
@MilkTeaBro:Aviation will recover
Lulup
2021-11-12
$Apple(AAPL)$
good
Lulup
2021-11-11
$Apple(AAPL)$
yeah
Lulup
2021-11-10
$Apple(AAPL)$
good
Lulup
2021-11-10
$Apple(AAPL)$
good
Lulup
2021-11-09
$Apple(AAPL)$
good
Lulup
2021-11-09
$Apple(AAPL)$
yeah
Lulup
2021-11-07
$Apple(AAPL)$
good
Lulup
2021-11-07
$Apple(AAPL)$
good
Lulup
2021-11-06
$Apple(AAPL)$
good
Lulup
2021-11-05
$Apple(AAPL)$
ok
Lulup
2021-11-04
$Apple(AAPL)$
good
Lulup
2021-11-04
$Apple(AAPL)$
good
Lulup
2021-11-03
$Apple(AAPL)$
yeah!
Lulup
2021-11-03
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no!!","listText":"oh no!!","text":"oh no!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696542349","repostId":"1117939518","repostType":4,"repost":{"id":"1117939518","kind":"news","pubTimestamp":1640739920,"share":"https://www.laohu8.com/m/news/1117939518?lang=zh_CN&edition=full","pubTime":"2021-12-29 09:05","market":"us","language":"en","title":"Rivian Delays the Bigger Battery Pack for Its Electric Pickup All the Way to 2023<blockquote>Rivian将其电动皮卡的更大电池组推迟到2023年</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117939518","media":"Electrek","summary":"Rivian has confirmed that buyers of its R1T electric pickup truck and R1S SUV are going to have to wait until 2023 if they want the biggest battery pack option.As of December 15, we had approximately 71,000 preorders for the R1T and R1S in the US and Canada, with the large majority having configured an Adventure Package with a Large pack battery . In order to serve the largest number of preorder holders, we will be prioritizing building the Adventure Package with Large pack battery during the ne","content":"<p>Rivian has confirmed that buyers of its R1T electric pickup truck and R1S SUV are going to have to wait until 2023 if they want the biggest battery pack option.</p><p><blockquote>Rivian已确认,其R1T电动皮卡和R1S SUV的买家如果想要最大的电池组选项,则必须等到2023年。</blockquote></p><p> As we reported earlier this month,Rivian has released its first earnings results since going public and it’s giving us more visibility in the company’s operations – the company confirmed that it delivered its first 652 vehicles as of December 15. It also confirmed that as expected, it is running into some production issues that are going to result in lower deliveries than what it originally guided.</p><p><blockquote>正如我们本月早些时候报道的那样,Rivian发布了自上市以来的首份财报,这让我们对该公司的运营有了更多的了解——该公司确认截至12月15日已交付了首批652辆汽车。它还证实,正如预期的那样,它遇到了一些生产问题,这将导致交付量低于最初的指导。</blockquote></p><p> As a result, Rivian is going to have to prioritize models as it works through the 71,000 pre-orders for the R1T and R1S in North America.</p><p><blockquote>因此,Rivian在处理R1T和R1S在北美的71,000份预订单时将不得不优先考虑车型。</blockquote></p><p> In a new letter sent to customers today, CEO RJ Scaringe mainly reiterated things stated in the earnings report earlier this month, but he also announced that Rivian is delaying its bigger battery pack option all the way to 2023:</p><p><blockquote>在今天发给客户的一封新信中,首席执行官RJ Scaringe主要重申了本月早些时候财报中陈述的内容,但他也宣布Rivian将其更大的电池组选项一直推迟到2023年:</blockquote></p><p> As of December 15, we had approximately 71,000 preorders for the R1T and R1S in the US and Canada, with the large majority having configured an Adventure Package with a Large pack battery (our Max pack represents approximately 20% of our preorders). In order to serve the largest number of preorder holders, we will be prioritizing building the Adventure Package with Large pack battery during the next year. Explore Package preorders and vehicles with a Max pack battery configuration will follow in 2023. In setting our delivery timing, we optimized our build sequence around the build combination that would support us ramping as quickly as possible and therefore have the largest possible positive climate impact. Rivian is currently delivering the R1T electric pickup truck with its “Large” battery pack, which gets 314 miles of range based on the EPA cycle.</p><p><blockquote>截至12月15日,我们在美国和加拿大的R1T和R1S预订量约为71,000份,其中大多数配置了带有大电池组电池的冒险套餐(我们的最大电池组约占预订量的20%)。为了服务最大数量的预购者,我们将在下一年优先构建带有大电池组的冒险套餐。探索套餐预订和配备Max pack电池配置的车辆将于2023年推出。在设定交付时间时,我们围绕构建组合优化了构建顺序,这将支持我们尽快升级,从而对气候产生最大的积极影响。Rivian目前正在交付配备“大型”电池组的R1T电动皮卡,根据EPA循环,该电池组的续航里程为314英里。</blockquote></p><p> The bigger “Max” pack is expected to get 400 miles of range on a single charge, but we won’t know that for sure until it enters production and now it sounds like this won’t happen until next year.</p><p><blockquote>更大的“Max”电池组预计一次充电可行驶400英里,但在它投入生产之前我们无法确定,现在听起来这要到明年才会发生。</blockquote></p><p> The company is sharing the information to let buyers change their configurations if they want to get a delivery sooner.</p><p><blockquote>该公司正在分享这些信息,让买家如果想更快交货就可以改变他们的配置。</blockquote></p><p> Speaking of deliveries, Scaringe says that customers will get updated delivery timelines in “early 2022”, when the company should have more information to get more precise delivery windows based on the configurations.</p><p><blockquote>谈到交付,Scaringe表示,客户将在“2022年初”获得更新的交付时间表,届时公司应该有更多信息,以根据配置获得更精确的交付窗口。</blockquote></p><p></p>","source":"lsy1627037122897","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian Delays the Bigger Battery Pack for Its Electric Pickup All the Way to 2023<blockquote>Rivian将其电动皮卡的更大电池组推迟到2023年</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian Delays the Bigger Battery Pack for Its Electric Pickup All the Way to 2023<blockquote>Rivian将其电动皮卡的更大电池组推迟到2023年</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Electrek</strong><span class=\"h-time small\">2021-12-29 09:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Rivian has confirmed that buyers of its R1T electric pickup truck and R1S SUV are going to have to wait until 2023 if they want the biggest battery pack option.</p><p><blockquote>Rivian已确认,其R1T电动皮卡和R1S SUV的买家如果想要最大的电池组选项,则必须等到2023年。</blockquote></p><p> As we reported earlier this month,Rivian has released its first earnings results since going public and it’s giving us more visibility in the company’s operations – the company confirmed that it delivered its first 652 vehicles as of December 15. It also confirmed that as expected, it is running into some production issues that are going to result in lower deliveries than what it originally guided.</p><p><blockquote>正如我们本月早些时候报道的那样,Rivian发布了自上市以来的首份财报,这让我们对该公司的运营有了更多的了解——该公司确认截至12月15日已交付了首批652辆汽车。它还证实,正如预期的那样,它遇到了一些生产问题,这将导致交付量低于最初的指导。</blockquote></p><p> As a result, Rivian is going to have to prioritize models as it works through the 71,000 pre-orders for the R1T and R1S in North America.</p><p><blockquote>因此,Rivian在处理R1T和R1S在北美的71,000份预订单时将不得不优先考虑车型。</blockquote></p><p> In a new letter sent to customers today, CEO RJ Scaringe mainly reiterated things stated in the earnings report earlier this month, but he also announced that Rivian is delaying its bigger battery pack option all the way to 2023:</p><p><blockquote>在今天发给客户的一封新信中,首席执行官RJ Scaringe主要重申了本月早些时候财报中陈述的内容,但他也宣布Rivian将其更大的电池组选项一直推迟到2023年:</blockquote></p><p> As of December 15, we had approximately 71,000 preorders for the R1T and R1S in the US and Canada, with the large majority having configured an Adventure Package with a Large pack battery (our Max pack represents approximately 20% of our preorders). In order to serve the largest number of preorder holders, we will be prioritizing building the Adventure Package with Large pack battery during the next year. Explore Package preorders and vehicles with a Max pack battery configuration will follow in 2023. In setting our delivery timing, we optimized our build sequence around the build combination that would support us ramping as quickly as possible and therefore have the largest possible positive climate impact. Rivian is currently delivering the R1T electric pickup truck with its “Large” battery pack, which gets 314 miles of range based on the EPA cycle.</p><p><blockquote>截至12月15日,我们在美国和加拿大的R1T和R1S预订量约为71,000份,其中大多数配置了带有大电池组电池的冒险套餐(我们的最大电池组约占预订量的20%)。为了服务最大数量的预购者,我们将在下一年优先构建带有大电池组的冒险套餐。探索套餐预订和配备Max pack电池配置的车辆将于2023年推出。在设定交付时间时,我们围绕构建组合优化了构建顺序,这将支持我们尽快升级,从而对气候产生最大的积极影响。Rivian目前正在交付配备“大型”电池组的R1T电动皮卡,根据EPA循环,该电池组的续航里程为314英里。</blockquote></p><p> The bigger “Max” pack is expected to get 400 miles of range on a single charge, but we won’t know that for sure until it enters production and now it sounds like this won’t happen until next year.</p><p><blockquote>更大的“Max”电池组预计一次充电可行驶400英里,但在它投入生产之前我们无法确定,现在听起来这要到明年才会发生。</blockquote></p><p> The company is sharing the information to let buyers change their configurations if they want to get a delivery sooner.</p><p><blockquote>该公司正在分享这些信息,让买家如果想更快交货就可以改变他们的配置。</blockquote></p><p> Speaking of deliveries, Scaringe says that customers will get updated delivery timelines in “early 2022”, when the company should have more information to get more precise delivery windows based on the configurations.</p><p><blockquote>谈到交付,Scaringe表示,客户将在“2022年初”获得更新的交付时间表,届时公司应该有更多信息,以根据配置获得更精确的交付窗口。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://electrek.co/2021/12/28/rivian-delays-bigger-battery-pack-electric-pickup-2023/\">Electrek</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":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://electrek.co/2021/12/28/rivian-delays-bigger-battery-pack-electric-pickup-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117939518","content_text":"Rivian has confirmed that buyers of its R1T electric pickup truck and R1S SUV are going to have to wait until 2023 if they want the biggest battery pack option.\nAs we reported earlier this month,Rivian has released its first earnings results since going public and it’s giving us more visibility in the company’s operations – the company confirmed that it delivered its first 652 vehicles as of December 15. It also confirmed that as expected, it is running into some production issues that are going to result in lower deliveries than what it originally guided.\nAs a result, Rivian is going to have to prioritize models as it works through the 71,000 pre-orders for the R1T and R1S in North America.\nIn a new letter sent to customers today, CEO RJ Scaringe mainly reiterated things stated in the earnings report earlier this month, but he also announced that Rivian is delaying its bigger battery pack option all the way to 2023:\n\n As of December 15, we had approximately 71,000 preorders for the R1T and R1S in the US and Canada, with the large majority having configured an Adventure Package with a Large pack battery (our Max pack represents approximately 20% of our preorders). In order to serve the largest number of preorder holders, we will be prioritizing building the Adventure Package with Large pack battery during the next year. Explore Package preorders and vehicles with a Max pack battery configuration will follow in 2023. In setting our delivery timing, we optimized our build sequence around the build combination that would support us ramping as quickly as possible and therefore have the largest possible positive climate impact.\n\nRivian is currently delivering the R1T electric pickup truck with its “Large” battery pack, which gets 314 miles of range based on the EPA cycle.\nThe bigger “Max” pack is expected to get 400 miles of range on a single charge, but we won’t know that for sure until it enters production and now it sounds like this won’t happen until next year.\nThe company is sharing the information to let buyers change their configurations if they want to get a delivery sooner.\nSpeaking of deliveries, Scaringe says that customers will get updated delivery timelines in “early 2022”, when the company should have more information to get more precise delivery windows based on the configurations.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696542080,"gmtCreate":1640740649360,"gmtModify":1640740649589,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565388060054436","idStr":"3565388060054436"},"themes":[],"htmlText":"good.keep it up.","listText":"good.keep it up.","text":"good.keep it up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696542080","repostId":"1157924593","repostType":4,"repost":{"id":"1157924593","kind":"news","pubTimestamp":1640738343,"share":"https://www.laohu8.com/m/news/1157924593?lang=zh_CN&edition=full","pubTime":"2021-12-29 08:39","market":"us","language":"en","title":"These 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157924593","media":"finance.yahoo","summary":"Christmas may be over, but for investors, the gifts may have only just begun.\nThe \"Santa Claus Rally","content":"<p>Christmas may be over, but for investors, the gifts may have only just begun.</p><p><blockquote>圣诞节可能已经结束,但对于投资者来说,礼物可能才刚刚开始。</blockquote></p><p> The \"Santa Claus Rally\" looks to send 2021 off on a high note for the stock market. The S&P 500 (^GSPC) set a record high for the second consecutive day on Tuesday,subsequently falling a bit in light of a small midday tech stock sell-off.</p><p><blockquote>“圣诞老人集会”看起来会让2021年成为股市的高潮。标普500(^GSPC)周二连续第二天创下历史新高,随后因午盘科技股小幅抛售而小幅下跌。</blockquote></p><p> <b>‘Ho, ho ho’, stocks on the rise?</b></p><p><blockquote><b>“嗬,嗬嗬”,股票在上涨?</b></blockquote></p><p> The last five trading days of the year and the first two trading days of the next year together are often the biggest week of the year for the market. The 1.2% average growth in the S&P 500 over the period since 1945 is the largest of any seven-day period.</p><p><blockquote>一年的最后五个交易日和下一年的前两个交易日加在一起,往往是市场一年中最大的一周。自1945年以来,标普500 1.2%的平均增长率是任何七天期间最大的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c54ea712b8fce648fa682efa965a15a\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A trader wears a Santa hat as he works on the floor of the New York Stock Exchange the day before Christmas in New York December 24, 2015. REUTERS/Lucas Jackson</span></p><p><blockquote><p class=\"t-img-caption\"><span>2015年12月24日,圣诞节前一天,纽约,一名交易员戴着圣诞帽在纽约证券交易所工作。路透社/卢卡斯·杰克逊</span></p></blockquote></p><p> Why do these days perform so well historically?Animal spirits, as the 20th century economist John Maynard Keynes might put it, have a lot to do with the Santa Clause Rally.</p><p><blockquote>为什么这些日子在历史上表现如此出色?正如20世纪经济学家约翰·梅纳德·凯恩斯可能会说的那样,动物精神与圣诞老人集会有很大关系。</blockquote></p><p> “It's [the result of] sentiment,” said Sam Stovall, chief investment strategist at CFRA Research, on the causes of the rally. “Because [investors know that] if the market does well in the month of January, then it usually does well for the full year. But if we find that a lot of money has flowed into the markets, right off the bat, then the indication is that it's likely to be a very good year.”</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall在谈到上涨原因时表示:“这是情绪的结果。”“因为(投资者知道)如果市场在一月份表现良好,那么全年通常都会表现良好。但如果我们发现大量资金立即流入市场,那么有迹象表明今年可能是非常好的一年。”</blockquote></p><p> Investors anticipate that the period is coming, and that equity prices are about to rise, so they are more likely to invest money to earn higher returns, Stovall explained.</p><p><blockquote>斯托瓦尔解释说,投资者预计这一时期即将到来,股价即将上涨,因此他们更有可能投资以获得更高的回报。</blockquote></p><p> Though the sentiments behind the Santa Clause Rally may appear to be begging-the-question, there is nothing mythical about its results.</p><p><blockquote>尽管圣诞老人集会背后的情绪似乎是在回避问题,但其结果并没有什么神秘之处。</blockquote></p><p> According to a recent research note published by Stovall, years following a Santa Claus Rally period with a price increase, experienced an S&P 500 growth rate of 10.3%, higher than the average rate of 9.2% (since 1945).</p><p><blockquote>根据Stovall最近发布的一份研究报告,在价格上涨的圣诞老人反弹期之后的几年里,标普500增长率为10.3%,高于9.2%的平均增长率(自1945年以来)。</blockquote></p><p> <b>January Barometers</b></p><p><blockquote><b>一月晴雨表</b></blockquote></p><p> Two other barometers exist for investors eager to predict the outlook for 2022’s market, both of them involving market performance during the month of January, Stovall wrote. The first five days of January are a great indicator for the rest of the month’s performance.</p><p><blockquote>斯托瓦尔写道,对于渴望预测2022年市场前景的投资者来说,还有另外两个晴雨表,这两个晴雨表都涉及1月份的市场表现。一月的前五天是该月剩余时间表现的一个很好的指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99e3e7627b845414da42f555bc4db069\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A screen displays a stock update on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., December 28, 2021. REUTERS/Andrew Kelly</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年12月28日,美国纽约市曼哈顿的纽约证券交易所(NYSE)交易大厅,屏幕显示股票更新。路透社/安德鲁·凯利</span></p></blockquote></p><p> “The first five days offer an early warning signal as to how the market will likely perform during the entire month,” Stovall wrote in the CFRA report. “And it has done so with impressive accuracy, being correct two out of every three years for both up and down signals. What’s more, a positive showing for the equity market during the first five days of January improved the likelihood of an annual price increase by 12.8%, as well as an improvement in the FoA to 82%.”</p><p><blockquote>斯托瓦尔在CFRA报告中写道:“前五天为市场整个月的表现提供了早期预警信号。”“而且它的准确性令人印象深刻,每三年就有两次上涨和下跌信号是正确的。更重要的是,1月份前五天股市的积极表现提高了年度价格上涨的可能性12.8%,FoA提高至82%。”</blockquote></p><p> And as the old Wall Street adage goes, ‘So goes January, so goes the year.’ The third indicator, which Stovall dubbed “the January Barometer,” draws a correlation between the performance of the market in January and the succeeding 11 months.</p><p><blockquote>正如华尔街的一句老话所说,“一月如此,一年也如此。”第三个指标被斯托瓦尔称为“一月晴雨表”,它将1月份的市场表现与随后11个月的表现联系起来。</blockquote></p><p> “Should the S&P 500 go on to record a positive performance in the entire month of January, it has historically enhanced the possibility of a positive full-year performance, as the average annual price gain rose to 15.9% and the FoA (Frequency of Advance) increased to 87%,” the report noted.</p><p><blockquote>“如果标普500在整个1月份继续录得积极表现,那么从历史上看,全年表现积极的可能性就会增强,因为年均价格涨幅升至15.9%,FoA(提前频率)增加到87%,”报告指出。</blockquote></p><p> The biggest conclusion investors should draw from the barometers is that there is significant enough data to presume a causal relationship between the late December/January market performance and the larger year’s performance, Stovall said.</p><p><blockquote>斯托瓦尔表示,投资者应该从晴雨表中得出的最大结论是,有足够重要的数据可以假设12月下旬/1月的市场表现与全年表现之间存在因果关系。</blockquote></p><p> “Not all of the year’s price gains were concentrated in the first month of the year, as a rise for the S&P 500 in January was followed by an average 11.3% climb for the remaining 11 months of the year, with the market posting an 11-month FoA 83% of the time,” he wrote in the report.</p><p><blockquote>“并非今年的所有价格上涨都集中在今年的第一个月,因为1月份标普500上涨后,今年剩余11个月平均上涨11.3%,市场公布了11个月的FoA 83%的时间,”他在报告中写道。</blockquote></p><p> Though January’s gains appear to set the standard for the rest of the year by setting investor attitudes and expectations, Stovall stressed that these indicators are not guarantees.</p><p><blockquote>尽管1月份的涨幅似乎通过设定投资者的态度和预期为今年剩余时间设定了标准,但斯托瓦尔强调,这些指标并不是保证。</blockquote></p><p> “Investors should always view history as a great guide, but never gospel,” he said. Past performance “gives a pretty strong hint of what might happen, but certainly no guarantee.”</p><p><blockquote>“投资者应该始终将历史视为伟大的指南,但绝不是福音,”他说。过去的表现“很强烈地暗示了可能发生的事情,但肯定不能保证。”</blockquote></p><p> In 2022, the market will likely encounter challenges from the ongoing COVID pandemic as well as high inflation and the Federal Reserve’s attempts to control it.</p><p><blockquote>2022年,市场可能会遇到持续的新冠疫情以及高通胀和美联储控制通胀的努力的挑战。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c6b1ff968cfd5507f8c17566398310\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>NEW YORK, USA - DECEMBER 28: A man is getting a Covid-19 test at a Covid-19 testing center next to the Queens Hospital Center as hundreds of residents line up to get Covid-19 test in Queens of New York, United States on December 28, 2021 as Omicron rises around the country. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)More</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国纽约——12月28日:2021年12月28日,美国纽约皇后区,一名男子正在皇后区医院中心旁边的新冠肺炎检测中心接受新冠肺炎检测,数百名居民排队接受新冠肺炎检测,全国奥密克戎加剧。(摄影:Tayfun Coskun/Anadolu Agency,盖蒂图片社)更多</span></p></blockquote></p><p> “When you think about some of the headwinds that could upset the track record of these different barometers, should they all be triggered,” Stovall said, adding the next COVID variant should be a top concern.</p><p><blockquote>斯托瓦尔说:“当你想到一些可能扰乱这些不同晴雨表记录的不利因素时,如果它们都被触发的话。”他补充说,下一个新冠病毒变种应该是最令人担忧的。</blockquote></p><p> The Omicron variant has been the latest strain of the coronavirus to spread throughout all 50 U.S. states. Though recent research suggests that Omicron cases are less severe than previous strains of the virus, it is highly transmissible and has already had an effect on consumer demand insome industries while some remain relatively unaffected.</p><p><blockquote>奥密克戎变种是在美国所有50个州传播的最新冠状病毒株。尽管最近的研究表明,奥密克戎病例没有以前的病毒株严重,但它具有高度传染性,已经对一些行业的消费者需求产生了影响,而另一些行业则相对未受影响。</blockquote></p><p> Secondly, the Federal Reserve has made it clear that it intends to raise interest rates in response to high inflation. Many economists expect these rate hikes to begin sometime next year.</p><p><blockquote>其次,美联储明确表示有意加息以应对高通胀。许多经济学家预计这些加息将在明年某个时候开始。</blockquote></p><p> “That's a concern because if the Fed is too aggressive raising rates, that could throw the market into a tailspin,” Stovall said. “Also, historically, we have seen PE multiple contraction in a rising interest rate environment.”</p><p><blockquote>斯托瓦尔表示:“这令人担忧,因为如果美联储过于激进地加息,可能会让市场陷入混乱。”“此外,从历史上看,我们在利率上升的环境下看到PE倍数收缩。”</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-12-29 08:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Christmas may be over, but for investors, the gifts may have only just begun.</p><p><blockquote>圣诞节可能已经结束,但对于投资者来说,礼物可能才刚刚开始。</blockquote></p><p> The \"Santa Claus Rally\" looks to send 2021 off on a high note for the stock market. The S&P 500 (^GSPC) set a record high for the second consecutive day on Tuesday,subsequently falling a bit in light of a small midday tech stock sell-off.</p><p><blockquote>“圣诞老人集会”看起来会让2021年成为股市的高潮。标普500(^GSPC)周二连续第二天创下历史新高,随后因午盘科技股小幅抛售而小幅下跌。</blockquote></p><p> <b>‘Ho, ho ho’, stocks on the rise?</b></p><p><blockquote><b>“嗬,嗬嗬”,股票在上涨?</b></blockquote></p><p> The last five trading days of the year and the first two trading days of the next year together are often the biggest week of the year for the market. The 1.2% average growth in the S&P 500 over the period since 1945 is the largest of any seven-day period.</p><p><blockquote>一年的最后五个交易日和下一年的前两个交易日加在一起,往往是市场一年中最大的一周。自1945年以来,标普500 1.2%的平均增长率是任何七天期间最大的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c54ea712b8fce648fa682efa965a15a\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A trader wears a Santa hat as he works on the floor of the New York Stock Exchange the day before Christmas in New York December 24, 2015. REUTERS/Lucas Jackson</span></p><p><blockquote><p class=\"t-img-caption\"><span>2015年12月24日,圣诞节前一天,纽约,一名交易员戴着圣诞帽在纽约证券交易所工作。路透社/卢卡斯·杰克逊</span></p></blockquote></p><p> Why do these days perform so well historically?Animal spirits, as the 20th century economist John Maynard Keynes might put it, have a lot to do with the Santa Clause Rally.</p><p><blockquote>为什么这些日子在历史上表现如此出色?正如20世纪经济学家约翰·梅纳德·凯恩斯可能会说的那样,动物精神与圣诞老人集会有很大关系。</blockquote></p><p> “It's [the result of] sentiment,” said Sam Stovall, chief investment strategist at CFRA Research, on the causes of the rally. “Because [investors know that] if the market does well in the month of January, then it usually does well for the full year. But if we find that a lot of money has flowed into the markets, right off the bat, then the indication is that it's likely to be a very good year.”</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall在谈到上涨原因时表示:“这是情绪的结果。”“因为(投资者知道)如果市场在一月份表现良好,那么全年通常都会表现良好。但如果我们发现大量资金立即流入市场,那么有迹象表明今年可能是非常好的一年。”</blockquote></p><p> Investors anticipate that the period is coming, and that equity prices are about to rise, so they are more likely to invest money to earn higher returns, Stovall explained.</p><p><blockquote>斯托瓦尔解释说,投资者预计这一时期即将到来,股价即将上涨,因此他们更有可能投资以获得更高的回报。</blockquote></p><p> Though the sentiments behind the Santa Clause Rally may appear to be begging-the-question, there is nothing mythical about its results.</p><p><blockquote>尽管圣诞老人集会背后的情绪似乎是在回避问题,但其结果并没有什么神秘之处。</blockquote></p><p> According to a recent research note published by Stovall, years following a Santa Claus Rally period with a price increase, experienced an S&P 500 growth rate of 10.3%, higher than the average rate of 9.2% (since 1945).</p><p><blockquote>根据Stovall最近发布的一份研究报告,在价格上涨的圣诞老人反弹期之后的几年里,标普500增长率为10.3%,高于9.2%的平均增长率(自1945年以来)。</blockquote></p><p> <b>January Barometers</b></p><p><blockquote><b>一月晴雨表</b></blockquote></p><p> Two other barometers exist for investors eager to predict the outlook for 2022’s market, both of them involving market performance during the month of January, Stovall wrote. The first five days of January are a great indicator for the rest of the month’s performance.</p><p><blockquote>斯托瓦尔写道,对于渴望预测2022年市场前景的投资者来说,还有另外两个晴雨表,这两个晴雨表都涉及1月份的市场表现。一月的前五天是该月剩余时间表现的一个很好的指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99e3e7627b845414da42f555bc4db069\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A screen displays a stock update on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., December 28, 2021. REUTERS/Andrew Kelly</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年12月28日,美国纽约市曼哈顿的纽约证券交易所(NYSE)交易大厅,屏幕显示股票更新。路透社/安德鲁·凯利</span></p></blockquote></p><p> “The first five days offer an early warning signal as to how the market will likely perform during the entire month,” Stovall wrote in the CFRA report. “And it has done so with impressive accuracy, being correct two out of every three years for both up and down signals. What’s more, a positive showing for the equity market during the first five days of January improved the likelihood of an annual price increase by 12.8%, as well as an improvement in the FoA to 82%.”</p><p><blockquote>斯托瓦尔在CFRA报告中写道:“前五天为市场整个月的表现提供了早期预警信号。”“而且它的准确性令人印象深刻,每三年就有两次上涨和下跌信号是正确的。更重要的是,1月份前五天股市的积极表现提高了年度价格上涨的可能性12.8%,FoA提高至82%。”</blockquote></p><p> And as the old Wall Street adage goes, ‘So goes January, so goes the year.’ The third indicator, which Stovall dubbed “the January Barometer,” draws a correlation between the performance of the market in January and the succeeding 11 months.</p><p><blockquote>正如华尔街的一句老话所说,“一月如此,一年也如此。”第三个指标被斯托瓦尔称为“一月晴雨表”,它将1月份的市场表现与随后11个月的表现联系起来。</blockquote></p><p> “Should the S&P 500 go on to record a positive performance in the entire month of January, it has historically enhanced the possibility of a positive full-year performance, as the average annual price gain rose to 15.9% and the FoA (Frequency of Advance) increased to 87%,” the report noted.</p><p><blockquote>“如果标普500在整个1月份继续录得积极表现,那么从历史上看,全年表现积极的可能性就会增强,因为年均价格涨幅升至15.9%,FoA(提前频率)增加到87%,”报告指出。</blockquote></p><p> The biggest conclusion investors should draw from the barometers is that there is significant enough data to presume a causal relationship between the late December/January market performance and the larger year’s performance, Stovall said.</p><p><blockquote>斯托瓦尔表示,投资者应该从晴雨表中得出的最大结论是,有足够重要的数据可以假设12月下旬/1月的市场表现与全年表现之间存在因果关系。</blockquote></p><p> “Not all of the year’s price gains were concentrated in the first month of the year, as a rise for the S&P 500 in January was followed by an average 11.3% climb for the remaining 11 months of the year, with the market posting an 11-month FoA 83% of the time,” he wrote in the report.</p><p><blockquote>“并非今年的所有价格上涨都集中在今年的第一个月,因为1月份标普500上涨后,今年剩余11个月平均上涨11.3%,市场公布了11个月的FoA 83%的时间,”他在报告中写道。</blockquote></p><p> Though January’s gains appear to set the standard for the rest of the year by setting investor attitudes and expectations, Stovall stressed that these indicators are not guarantees.</p><p><blockquote>尽管1月份的涨幅似乎通过设定投资者的态度和预期为今年剩余时间设定了标准,但斯托瓦尔强调,这些指标并不是保证。</blockquote></p><p> “Investors should always view history as a great guide, but never gospel,” he said. Past performance “gives a pretty strong hint of what might happen, but certainly no guarantee.”</p><p><blockquote>“投资者应该始终将历史视为伟大的指南,但绝不是福音,”他说。过去的表现“很强烈地暗示了可能发生的事情,但肯定不能保证。”</blockquote></p><p> In 2022, the market will likely encounter challenges from the ongoing COVID pandemic as well as high inflation and the Federal Reserve’s attempts to control it.</p><p><blockquote>2022年,市场可能会遇到持续的新冠疫情以及高通胀和美联储控制通胀的努力的挑战。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c6b1ff968cfd5507f8c17566398310\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>NEW YORK, USA - DECEMBER 28: A man is getting a Covid-19 test at a Covid-19 testing center next to the Queens Hospital Center as hundreds of residents line up to get Covid-19 test in Queens of New York, United States on December 28, 2021 as Omicron rises around the country. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)More</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国纽约——12月28日:2021年12月28日,美国纽约皇后区,一名男子正在皇后区医院中心旁边的新冠肺炎检测中心接受新冠肺炎检测,数百名居民排队接受新冠肺炎检测,全国奥密克戎加剧。(摄影:Tayfun Coskun/Anadolu Agency,盖蒂图片社)更多</span></p></blockquote></p><p> “When you think about some of the headwinds that could upset the track record of these different barometers, should they all be triggered,” Stovall said, adding the next COVID variant should be a top concern.</p><p><blockquote>斯托瓦尔说:“当你想到一些可能扰乱这些不同晴雨表记录的不利因素时,如果它们都被触发的话。”他补充说,下一个新冠病毒变种应该是最令人担忧的。</blockquote></p><p> The Omicron variant has been the latest strain of the coronavirus to spread throughout all 50 U.S. states. Though recent research suggests that Omicron cases are less severe than previous strains of the virus, it is highly transmissible and has already had an effect on consumer demand insome industries while some remain relatively unaffected.</p><p><blockquote>奥密克戎变种是在美国所有50个州传播的最新冠状病毒株。尽管最近的研究表明,奥密克戎病例没有以前的病毒株严重,但它具有高度传染性,已经对一些行业的消费者需求产生了影响,而另一些行业则相对未受影响。</blockquote></p><p> Secondly, the Federal Reserve has made it clear that it intends to raise interest rates in response to high inflation. Many economists expect these rate hikes to begin sometime next year.</p><p><blockquote>其次,美联储明确表示有意加息以应对高通胀。许多经济学家预计这些加息将在明年某个时候开始。</blockquote></p><p> “That's a concern because if the Fed is too aggressive raising rates, that could throw the market into a tailspin,” Stovall said. “Also, historically, we have seen PE multiple contraction in a rising interest rate environment.”</p><p><blockquote>斯托瓦尔表示:“这令人担忧,因为如果美联储过于激进地加息,可能会让市场陷入混乱。”“此外,从历史上看,我们在利率上升的环境下看到PE倍数收缩。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/these-three-indicators-may-predict-how-the-stock-market-performs-in-2022-analyst-201508279.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/these-three-indicators-may-predict-how-the-stock-market-performs-in-2022-analyst-201508279.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157924593","content_text":"Christmas may be over, but for investors, the gifts may have only just begun.\nThe \"Santa Claus Rally\" looks to send 2021 off on a high note for the stock market. The S&P 500 (^GSPC) set a record high for the second consecutive day on Tuesday,subsequently falling a bit in light of a small midday tech stock sell-off.\n‘Ho, ho ho’, stocks on the rise?\nThe last five trading days of the year and the first two trading days of the next year together are often the biggest week of the year for the market. The 1.2% average growth in the S&P 500 over the period since 1945 is the largest of any seven-day period.\nA trader wears a Santa hat as he works on the floor of the New York Stock Exchange the day before Christmas in New York December 24, 2015. REUTERS/Lucas Jackson\nWhy do these days perform so well historically?Animal spirits, as the 20th century economist John Maynard Keynes might put it, have a lot to do with the Santa Clause Rally.\n“It's [the result of] sentiment,” said Sam Stovall, chief investment strategist at CFRA Research, on the causes of the rally. “Because [investors know that] if the market does well in the month of January, then it usually does well for the full year. But if we find that a lot of money has flowed into the markets, right off the bat, then the indication is that it's likely to be a very good year.”\nInvestors anticipate that the period is coming, and that equity prices are about to rise, so they are more likely to invest money to earn higher returns, Stovall explained.\nThough the sentiments behind the Santa Clause Rally may appear to be begging-the-question, there is nothing mythical about its results.\nAccording to a recent research note published by Stovall, years following a Santa Claus Rally period with a price increase, experienced an S&P 500 growth rate of 10.3%, higher than the average rate of 9.2% (since 1945).\nJanuary Barometers\nTwo other barometers exist for investors eager to predict the outlook for 2022’s market, both of them involving market performance during the month of January, Stovall wrote. The first five days of January are a great indicator for the rest of the month’s performance.\nA screen displays a stock update on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., December 28, 2021. REUTERS/Andrew Kelly\n“The first five days offer an early warning signal as to how the market will likely perform during the entire month,” Stovall wrote in the CFRA report. “And it has done so with impressive accuracy, being correct two out of every three years for both up and down signals. What’s more, a positive showing for the equity market during the first five days of January improved the likelihood of an annual price increase by 12.8%, as well as an improvement in the FoA to 82%.”\nAnd as the old Wall Street adage goes, ‘So goes January, so goes the year.’ The third indicator, which Stovall dubbed “the January Barometer,” draws a correlation between the performance of the market in January and the succeeding 11 months.\n“Should the S&P 500 go on to record a positive performance in the entire month of January, it has historically enhanced the possibility of a positive full-year performance, as the average annual price gain rose to 15.9% and the FoA (Frequency of Advance) increased to 87%,” the report noted.\nThe biggest conclusion investors should draw from the barometers is that there is significant enough data to presume a causal relationship between the late December/January market performance and the larger year’s performance, Stovall said.\n“Not all of the year’s price gains were concentrated in the first month of the year, as a rise for the S&P 500 in January was followed by an average 11.3% climb for the remaining 11 months of the year, with the market posting an 11-month FoA 83% of the time,” he wrote in the report.\nThough January’s gains appear to set the standard for the rest of the year by setting investor attitudes and expectations, Stovall stressed that these indicators are not guarantees.\n“Investors should always view history as a great guide, but never gospel,” he said. Past performance “gives a pretty strong hint of what might happen, but certainly no guarantee.”\nIn 2022, the market will likely encounter challenges from the ongoing COVID pandemic as well as high inflation and the Federal Reserve’s attempts to control it.\nNEW YORK, USA - DECEMBER 28: A man is getting a Covid-19 test at a Covid-19 testing center next to the Queens Hospital Center as hundreds of residents line up to get Covid-19 test in Queens of New York, United States on December 28, 2021 as Omicron rises around the country. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)More\n“When you think about some of the headwinds that could upset the track record of these different barometers, should they all be triggered,” Stovall said, adding the next COVID variant should be a top concern.\nThe Omicron variant has been the latest strain of the coronavirus to spread throughout all 50 U.S. states. Though recent research suggests that Omicron cases are less severe than previous strains of the virus, it is highly transmissible and has already had an effect on consumer demand insome industries while some remain relatively unaffected.\nSecondly, the Federal Reserve has made it clear that it intends to raise interest rates in response to high inflation. Many economists expect these rate hikes to begin sometime next year.\n“That's a concern because if the Fed is too aggressive raising rates, that could throw the market into a tailspin,” Stovall said. “Also, historically, we have seen PE multiple contraction in a rising interest rate environment.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696159382,"gmtCreate":1640653278778,"gmtModify":1640653279023,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565388060054436","idStr":"3565388060054436"},"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/696159382","repostId":"1108303862","repostType":2,"repost":{"id":"1108303862","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640650339,"share":"https://www.laohu8.com/m/news/1108303862?lang=zh_CN&edition=full","pubTime":"2021-12-28 08:12","market":"hk","language":"zh","title":"昨夜今晨:欧美股市涨嗨了!苹果冲击3万亿美元市值大关","url":"https://stock-news.laohu8.com/highlight/detail?id=1108303862","media":"老虎资讯综合","summary":"摘要:①美股四连涨,纳指涨1.39%,新能源汽车股集体走强,特斯拉涨2.5%;②投资者愿购买被认为有风险的资产,美油收高2.4%;③食品价格将全面上涨,美国通胀压力难以消退。\n\n海外市场\n1、道指收涨","content":"<blockquote>\n 摘要:①美股四连涨,纳指涨1.39%,新能源汽车股集体走强,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.5%;②投资者愿购买被认为有风险的资产,美油收高2.4%;③食品价格将全面上涨,美国通胀压力难以消退。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨350点 标普指数创纪录新高</p>\n<p>美股三大指数连续第四个交易日收涨,道指涨0.98%,标普500指数涨1.38%,纳指涨1.39%,其中标普500指数年内第69次收创历史新高。</p>\n<p>圣诞节和元旦之间的一周企业面消息平静,没有大公司计划公布财报或召开分析师会议。</p>\n<p>除了美国房地产市场的一些报告外,经济数据也将较清淡。</p>\n<p>分析称,由于缺乏流动性,市场波动在节假日期间会被放大。在许多交易者退出场外的情况下,由于交易对象较少,人们愿意买卖的价格可能会更高或更低。</p>\n<p>新能源汽车股集体走高,特斯拉涨2.52%,Rivian大涨10.58%,Lucid涨2.66%。</p>\n<p>2、热门中概股普遍下跌 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%</p>\n<p>热门中概股普遍下跌,哔哩哔哩跌2.88%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌6.52%,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌5.36%;</p>\n<p>其他中概股方面,微博涨1.08%,雾芯科技涨1.22%。造车新势力齐跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.04%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.71%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.83%。</p>\n<p>3、欧股主要指数上涨 英国股市圣诞节假期休市</p>\n<p>欧洲时间周一,欧股主要指数上涨,截止收盘,德国DAX30指数涨0.50%;法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。</p>\n<p>4、投资者愿购买被认为有风险的资产 美油收高2.4%</p>\n<p>尽管人们担心奥密克戎变异毒株在美国迅速大规模传播,但投资者似乎愿意购买被认为有风险的资产,使油价依然得到支撑。</p>\n<p>5、黄金期货周一收跌0.2% 守住1800美元关口</p>\n<p>进入2021年的最后一周,黄金期货周一收跌,结束了此前连续三个交易日上涨的行情,但成功守住了重要的心理价位1800美元。</p>\n<p>上周五纽约商品交易所因圣诞节休市。</p>\n<p>在因节假日缩短交易的一周内,黄金期货价格累计上涨0.4%,创11月19日以来的最高收盘价。据FactSet 数据,今年迄今黄金期货下跌了4.6%。</p>\n<p>6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用</p>\n<p>土耳其里拉结束连续五天的上涨行情,虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺,但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6:37,里拉兑美元下跌7.2%至1美元兑11.4665里拉,稍早一度跌至11.5831里拉。今年以来,里拉贬值幅度超过35%,是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五,土耳其总统埃尔多安表示,在采取多项措施支持里拉,包括推出新工具来保护里拉存款持有人后,里拉币值将“逐步”稳定。央行的数据也表明,当局一直在干预外汇市场,里拉上周上涨54%,扭转了前周下跌15%的势头。</p>\n<p>国际宏观</p>\n<p>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长,但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说,“没有联邦解决方案。这(需要)在州一级得到解决。”</p>\n<p>2、食品价格将全面上涨 美国通胀压力难以消退</p>\n<p>美国许多食品制造商表示,计划在2022年提高从通心粉和奶酪零食等一系列食品的价格,消费者将继续面对物价上涨的情况。</p>\n<p>食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示,食品价格全部都在上涨,<a href=\"https://laohu8.com/S/000061\">农产品</a>、奶制品以及面包和果汁等食品明年将会变得更加昂贵。</p>\n<p>3、美国因新冠肺炎的儿童住院率迅速增长</p>\n<p>根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。</p>\n<p>在截至12月24日的一周内,美国平均每天有262名儿童因新冠肺炎住院接受治疗,住院人数比一周前增加了近35%,比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。</p>\n<p>4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一,在航空公司本就因新冠肺炎病例激增而人手不足的情况下,冬季风暴更是令他们雪上加霜。</p>\n<p>5、日本启动首批原油抛储招标 强调密切盯市伺机再出手</p>\n<p>在2021年的最后一周,日本政府终于出手,加入了全球抛售原油储备的队伍。</p>\n<p>根据媒体报道,日本经济产业省发布了一份提供储备阿曼原油的政府招标文件,目前这些原油储存在九州志布志市,预定的交付日期为明年三月至六月。</p>\n<p>政府官员接受媒体采访时表示,这一举措也是日本协同其他原油消费国的抛储计划的一部分,后续将会有更多的动作。</p>\n<p>6、美国纽约市私营企业员工新冠疫苗强制令生效</p>\n<p>美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起,该市所有私营企业必须要求所有员工提供新冠疫苗接种证明,并准备好文件供市政官员检查。</p>\n<p>在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后,纽约市市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉,该疫苗强制令将影响纽约市总计18.5万家企业,不遵守该规定的企业将面临最低1000美元的罚款。</p>\n<p>7、德国累计确诊超700万、死亡11万 多州收紧防疫措施</p>\n<p>德国疾控机构27日公布的数据显示,该国累计确诊感染新冠病毒病例数已突破七百万,因感染新冠死亡的人数则已于日前突破十一万。当天,德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。</p>\n<p>8、英国援助组织:2021年十大气象灾害造成1700亿损失,最严重为飓风“艾达”</p>\n<p>一家英国援助组织当天发布报告称,气象灾害今年给全球造成巨大损失。具体而言,今年破坏最严重的十大气象灾害共计造成1700多亿美元损失,比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。</p>\n<p>市场观点</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2194078091\" target=\"_blank\">谷歌A年内大涨近七成 其他大型科技股只能“望其项背”</a></p>\n<p>从股价来看,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(母公司Alphabet即将录得其自2009年以来最好的一年,并即将成为2021年表现最好的大型科技股。</p>\n<p>根据Refinitiv调查,谷歌全年收入预计将攀升39%,达到2540亿美元,势将录得自2007年以来的最大营收增长。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2194071541\" target=\"_blank\">困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</a></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店,理由有很多,从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布,它计划关闭其近 10000 家门店中的约 9%,并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店,以降低成本并提高利润。 CVS特别指出,大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2194297488\" target=\"_blank\">苹果关闭所有纽约零售店 避免线下聚集</a></p>\n<p>苹果现在决定关闭纽约市的所有门店。</p>\n<p>此前,由于新冠肺炎在员工中传播,苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:欧美股市涨嗨了!苹果冲击3万亿美元市值大关</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨:欧美股市涨嗨了!苹果冲击3万亿美元市值大关\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-28 08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:①美股四连涨,纳指涨1.39%,新能源汽车股集体走强,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.5%;②投资者愿购买被认为有风险的资产,美油收高2.4%;③食品价格将全面上涨,美国通胀压力难以消退。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨350点 标普指数创纪录新高</p>\n<p>美股三大指数连续第四个交易日收涨,道指涨0.98%,标普500指数涨1.38%,纳指涨1.39%,其中标普500指数年内第69次收创历史新高。</p>\n<p>圣诞节和元旦之间的一周企业面消息平静,没有大公司计划公布财报或召开分析师会议。</p>\n<p>除了美国房地产市场的一些报告外,经济数据也将较清淡。</p>\n<p>分析称,由于缺乏流动性,市场波动在节假日期间会被放大。在许多交易者退出场外的情况下,由于交易对象较少,人们愿意买卖的价格可能会更高或更低。</p>\n<p>新能源汽车股集体走高,特斯拉涨2.52%,Rivian大涨10.58%,Lucid涨2.66%。</p>\n<p>2、热门中概股普遍下跌 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%</p>\n<p>热门中概股普遍下跌,哔哩哔哩跌2.88%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌6.52%,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌5.36%;</p>\n<p>其他中概股方面,微博涨1.08%,雾芯科技涨1.22%。造车新势力齐跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.04%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.71%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.83%。</p>\n<p>3、欧股主要指数上涨 英国股市圣诞节假期休市</p>\n<p>欧洲时间周一,欧股主要指数上涨,截止收盘,德国DAX30指数涨0.50%;法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。</p>\n<p>4、投资者愿购买被认为有风险的资产 美油收高2.4%</p>\n<p>尽管人们担心奥密克戎变异毒株在美国迅速大规模传播,但投资者似乎愿意购买被认为有风险的资产,使油价依然得到支撑。</p>\n<p>5、黄金期货周一收跌0.2% 守住1800美元关口</p>\n<p>进入2021年的最后一周,黄金期货周一收跌,结束了此前连续三个交易日上涨的行情,但成功守住了重要的心理价位1800美元。</p>\n<p>上周五纽约商品交易所因圣诞节休市。</p>\n<p>在因节假日缩短交易的一周内,黄金期货价格累计上涨0.4%,创11月19日以来的最高收盘价。据FactSet 数据,今年迄今黄金期货下跌了4.6%。</p>\n<p>6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用</p>\n<p>土耳其里拉结束连续五天的上涨行情,虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺,但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6:37,里拉兑美元下跌7.2%至1美元兑11.4665里拉,稍早一度跌至11.5831里拉。今年以来,里拉贬值幅度超过35%,是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五,土耳其总统埃尔多安表示,在采取多项措施支持里拉,包括推出新工具来保护里拉存款持有人后,里拉币值将“逐步”稳定。央行的数据也表明,当局一直在干预外汇市场,里拉上周上涨54%,扭转了前周下跌15%的势头。</p>\n<p>国际宏观</p>\n<p>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长,但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说,“没有联邦解决方案。这(需要)在州一级得到解决。”</p>\n<p>2、食品价格将全面上涨 美国通胀压力难以消退</p>\n<p>美国许多食品制造商表示,计划在2022年提高从通心粉和奶酪零食等一系列食品的价格,消费者将继续面对物价上涨的情况。</p>\n<p>食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示,食品价格全部都在上涨,<a href=\"https://laohu8.com/S/000061\">农产品</a>、奶制品以及面包和果汁等食品明年将会变得更加昂贵。</p>\n<p>3、美国因新冠肺炎的儿童住院率迅速增长</p>\n<p>根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。</p>\n<p>在截至12月24日的一周内,美国平均每天有262名儿童因新冠肺炎住院接受治疗,住院人数比一周前增加了近35%,比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。</p>\n<p>4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一,在航空公司本就因新冠肺炎病例激增而人手不足的情况下,冬季风暴更是令他们雪上加霜。</p>\n<p>5、日本启动首批原油抛储招标 强调密切盯市伺机再出手</p>\n<p>在2021年的最后一周,日本政府终于出手,加入了全球抛售原油储备的队伍。</p>\n<p>根据媒体报道,日本经济产业省发布了一份提供储备阿曼原油的政府招标文件,目前这些原油储存在九州志布志市,预定的交付日期为明年三月至六月。</p>\n<p>政府官员接受媒体采访时表示,这一举措也是日本协同其他原油消费国的抛储计划的一部分,后续将会有更多的动作。</p>\n<p>6、美国纽约市私营企业员工新冠疫苗强制令生效</p>\n<p>美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起,该市所有私营企业必须要求所有员工提供新冠疫苗接种证明,并准备好文件供市政官员检查。</p>\n<p>在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后,纽约市市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉,该疫苗强制令将影响纽约市总计18.5万家企业,不遵守该规定的企业将面临最低1000美元的罚款。</p>\n<p>7、德国累计确诊超700万、死亡11万 多州收紧防疫措施</p>\n<p>德国疾控机构27日公布的数据显示,该国累计确诊感染新冠病毒病例数已突破七百万,因感染新冠死亡的人数则已于日前突破十一万。当天,德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。</p>\n<p>8、英国援助组织:2021年十大气象灾害造成1700亿损失,最严重为飓风“艾达”</p>\n<p>一家英国援助组织当天发布报告称,气象灾害今年给全球造成巨大损失。具体而言,今年破坏最严重的十大气象灾害共计造成1700多亿美元损失,比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。</p>\n<p>市场观点</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2194078091\" target=\"_blank\">谷歌A年内大涨近七成 其他大型科技股只能“望其项背”</a></p>\n<p>从股价来看,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(母公司Alphabet即将录得其自2009年以来最好的一年,并即将成为2021年表现最好的大型科技股。</p>\n<p>根据Refinitiv调查,谷歌全年收入预计将攀升39%,达到2540亿美元,势将录得自2007年以来的最大营收增长。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2194071541\" target=\"_blank\">困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</a></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店,理由有很多,从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布,它计划关闭其近 10000 家门店中的约 9%,并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店,以降低成本并提高利润。 CVS特别指出,大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2194297488\" target=\"_blank\">苹果关闭所有纽约零售店 避免线下聚集</a></p>\n<p>苹果现在决定关闭纽约市的所有门店。</p>\n<p>此前,由于新冠肺炎在员工中传播,苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","AAPL":"苹果","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4170":"电脑硬件、储存设备及电脑周边","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4553":"喜马拉雅资本持仓","BK4566":"资本集团",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","BK4534":"瑞士信贷持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108303862","content_text":"摘要:①美股四连涨,纳指涨1.39%,新能源汽车股集体走强,特斯拉涨2.5%;②投资者愿购买被认为有风险的资产,美油收高2.4%;③食品价格将全面上涨,美国通胀压力难以消退。\n\n海外市场\n1、道指收涨350点 标普指数创纪录新高\n美股三大指数连续第四个交易日收涨,道指涨0.98%,标普500指数涨1.38%,纳指涨1.39%,其中标普500指数年内第69次收创历史新高。\n圣诞节和元旦之间的一周企业面消息平静,没有大公司计划公布财报或召开分析师会议。\n除了美国房地产市场的一些报告外,经济数据也将较清淡。\n分析称,由于缺乏流动性,市场波动在节假日期间会被放大。在许多交易者退出场外的情况下,由于交易对象较少,人们愿意买卖的价格可能会更高或更低。\n新能源汽车股集体走高,特斯拉涨2.52%,Rivian大涨10.58%,Lucid涨2.66%。\n2、热门中概股普遍下跌 哔哩哔哩跌超2%\n热门中概股普遍下跌,哔哩哔哩跌2.88%,爱奇艺跌6.52%,滴滴跌5.36%;\n其他中概股方面,微博涨1.08%,雾芯科技涨1.22%。造车新势力齐跌,小鹏汽车跌0.04%,理想汽车跌1.71%,蔚来跌1.83%。\n3、欧股主要指数上涨 英国股市圣诞节假期休市\n欧洲时间周一,欧股主要指数上涨,截止收盘,德国DAX30指数涨0.50%;法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。\n4、投资者愿购买被认为有风险的资产 美油收高2.4%\n尽管人们担心奥密克戎变异毒株在美国迅速大规模传播,但投资者似乎愿意购买被认为有风险的资产,使油价依然得到支撑。\n5、黄金期货周一收跌0.2% 守住1800美元关口\n进入2021年的最后一周,黄金期货周一收跌,结束了此前连续三个交易日上涨的行情,但成功守住了重要的心理价位1800美元。\n上周五纽约商品交易所因圣诞节休市。\n在因节假日缩短交易的一周内,黄金期货价格累计上涨0.4%,创11月19日以来的最高收盘价。据FactSet 数据,今年迄今黄金期货下跌了4.6%。\n6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用\n土耳其里拉结束连续五天的上涨行情,虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺,但投资者并不买账。\n伊斯坦布尔时间下午6:37,里拉兑美元下跌7.2%至1美元兑11.4665里拉,稍早一度跌至11.5831里拉。今年以来,里拉贬值幅度超过35%,是2021年跌幅最大的新兴市场货币。\n上周五,土耳其总统埃尔多安表示,在采取多项措施支持里拉,包括推出新工具来保护里拉存款持有人后,里拉币值将“逐步”稳定。央行的数据也表明,当局一直在干预外汇市场,里拉上周上涨54%,扭转了前周下跌15%的势头。\n国际宏观\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长,但承认各州需要带头控制大流行。\n拜登在与美国一些州长会面之前说,“没有联邦解决方案。这(需要)在州一级得到解决。”\n2、食品价格将全面上涨 美国通胀压力难以消退\n美国许多食品制造商表示,计划在2022年提高从通心粉和奶酪零食等一系列食品的价格,消费者将继续面对物价上涨的情况。\n食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示,食品价格全部都在上涨,农产品、奶制品以及面包和果汁等食品明年将会变得更加昂贵。\n3、美国因新冠肺炎的儿童住院率迅速增长\n根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。\n在截至12月24日的一周内,美国平均每天有262名儿童因新冠肺炎住院接受治疗,住院人数比一周前增加了近35%,比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。\n4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n圣诞节周末打乱美国人出行计划的航班取消问题延续到周一,在航空公司本就因新冠肺炎病例激增而人手不足的情况下,冬季风暴更是令他们雪上加霜。\n5、日本启动首批原油抛储招标 强调密切盯市伺机再出手\n在2021年的最后一周,日本政府终于出手,加入了全球抛售原油储备的队伍。\n根据媒体报道,日本经济产业省发布了一份提供储备阿曼原油的政府招标文件,目前这些原油储存在九州志布志市,预定的交付日期为明年三月至六月。\n政府官员接受媒体采访时表示,这一举措也是日本协同其他原油消费国的抛储计划的一部分,后续将会有更多的动作。\n6、美国纽约市私营企业员工新冠疫苗强制令生效\n美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起,该市所有私营企业必须要求所有员工提供新冠疫苗接种证明,并准备好文件供市政官员检查。\n在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后,纽约市市长比尔·德布拉西奥(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉,该疫苗强制令将影响纽约市总计18.5万家企业,不遵守该规定的企业将面临最低1000美元的罚款。\n7、德国累计确诊超700万、死亡11万 多州收紧防疫措施\n德国疾控机构27日公布的数据显示,该国累计确诊感染新冠病毒病例数已突破七百万,因感染新冠死亡的人数则已于日前突破十一万。当天,德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。\n8、英国援助组织:2021年十大气象灾害造成1700亿损失,最严重为飓风“艾达”\n一家英国援助组织当天发布报告称,气象灾害今年给全球造成巨大损失。具体而言,今年破坏最严重的十大气象灾害共计造成1700多亿美元损失,比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。\n市场观点\n公司新闻\n1、谷歌A年内大涨近七成 其他大型科技股只能“望其项背”\n从股价来看,谷歌(母公司Alphabet即将录得其自2009年以来最好的一年,并即将成为2021年表现最好的大型科技股。\n根据Refinitiv调查,谷歌全年收入预计将攀升39%,达到2540亿美元,势将录得自2007年以来的最大营收增长。\n2、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n美国几家大型零售商宣布关闭多个城市的门店,理由有很多,从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。\n多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布,它计划关闭其近 10000 家门店中的约 9%,并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店,以降低成本并提高利润。 CVS特别指出,大多数客户转向数字偏好促使公司重新考虑其实体存在。\n3、苹果关闭所有纽约零售店 避免线下聚集\n苹果现在决定关闭纽约市的所有门店。\n此前,由于新冠肺炎在员工中传播,苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"AAPL":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691758726,"gmtCreate":1640249832450,"gmtModify":1640249832679,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565388060054436","idStr":"3565388060054436"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691758726","repostId":"1147202616","repostType":4,"isVote":1,"tweetType":1,"viewCount":2771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691896960,"gmtCreate":1640160088848,"gmtModify":1640160089048,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565388060054436","idStr":"3565388060054436"},"themes":[],"htmlText":"wow. nice","listText":"wow. nice","text":"wow. nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691896960","repostId":"1143847122","repostType":2,"repost":{"id":"1143847122","kind":"news","pubTimestamp":1640155595,"share":"https://www.laohu8.com/m/news/1143847122?lang=zh_CN&edition=full","pubTime":"2021-12-22 14:46","market":"us","language":"en","title":"Tesla Stock Has Wiped Out Its Post-Hertz Gains. But Here Are 4 Catalysts to Drive Shares Higher.<blockquote>特斯拉股价已经抹去了赫兹之后的涨幅。但以下是推动股价走高的4个催化剂。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143847122","media":"Barrons","summary":"Tesla stock is always an adventure and recent trading testifies to that idea. Shares have given up a","content":"<p> Tesla stock is always an adventure and recent trading testifies to that idea. Shares have given up all the gains after a deal with Hertz sent the company’s market capitalization north of $1 trillion.</p><p><blockquote>特斯拉股票始终是一次冒险,最近的交易证明了这一观点。在与赫兹的交易使该公司市值突破1万亿美元后,该公司股价回吐了所有涨幅。</blockquote></p><p> The stock looks to have settled down on Tuesday. That could give investors time to catch their breath and think about what’s next.</p><p><blockquote>该股周二似乎已经企稳。这可能会让投资者有时间喘口气并思考下一步会发生什么。</blockquote></p><p> Tesla (ticker: TSLA) stock closed higher about 4.3% at $938.53 a share. The S&P 500 and Dow Jones Industrial Average rose 1.78% and 1.6%, respectively.</p><p><blockquote>特斯拉(股票代码:TSLA)股价收盘上涨约4.3%,至每股938.53美元。标准普尔500指数和道琼斯工业平均指数分别上涨1.</blockquote></p><p> At $930, Tesla stock would be up more than 31% year to date. Bulls, however, probably aren’t feeling elated. The path to get to a price can sometimes matter more than the actual level.</p><p><blockquote>特斯拉股价今年迄今已上涨31%以上,达到930美元。然而,多头可能并不感到高兴。获得价格的途径有时比实际水平更重要。</blockquote></p><p> Bulls did get a jolt after Tesla stock crossed a market capitalization of $1 trillion in late October, the day Hertz (HTZ) ordered 100,000 vehicles for its rental car fleet. It was another sign that electric vehicles were going mainstream.</p><p><blockquote>10月底,赫兹(HTZ)为其租赁车队订购了10万辆汽车,特斯拉股价市值突破1万亿美元后,多头确实受到了震动。这是电动汽车成为主流的另一个迹象。</blockquote></p><p> Tesla marched all the way to $1,243.49 on Nov 4. Then stock sales from CEO Elon Musk, the demise of President Biden’s <a href=\"https://www.marketwatch.com/articles/tesla-ev-stocks-manchin-51640016294\" target=\"_blank\">Build Back Better</a> bill, which included EV purchase tax credits, and fears of inflation and higher interest rates sent shares back below $900 on Monday. That is about $10 below where they before the Hertz news came to light.</p><p><blockquote>11月4日,特斯拉一路上涨至1,243.49美元。然后是首席执行官埃隆·马斯克的股票出售,拜登总统的去世<a href=\"https://www.marketwatch.com/articles/tesla-ev-stocks-manchin-51640016294\" target=\"_blank\">重建得更好</a>包括电动汽车购置税抵免在内的法案以及对通胀和利率上升的担忧导致股价周一回到900美元以下。这比赫兹消息曝光前的价格低了约10美元。</blockquote></p><p> The good news looking ahead starts out with all the bad news. It looks like Musk is done—or nearly done—selling stock. That removes an overhang. And the Build Back Better bill is no longer reflected fully in Tesla and other EV stocks.</p><p><blockquote>展望未来的好消息始于所有的坏消息。看起来马斯克已经完成——或者几乎完成——出售股票。这消除了悬垂。重建更好法案不再充分反映在特斯拉和其他电动汽车股票中。</blockquote></p><p> With the new starting point, bulls will be looking at four big catalysts to drive shares higher in coming months.</p><p><blockquote>在新的起点上,多头将关注未来几个月推动股价走高的四大催化剂。</blockquote></p><p> For starters, deliveries and earnings always matter. Tesla will report fourth-quarter deliveries in the first couple of days in January. A number around 270,000 will give Tesla about 900,000 deliveries for all of 2021. That should be seen as a good result. If deliveries are strong, the stock should rally into the fourth-quarter earnings report, due about three weeks after delivery results are issued.</p><p><blockquote>首先,交付和收入总是很重要。特斯拉将在一月份的前几天报告第四季度的交付情况。大约270,000辆的数量将使特斯拉在2021年全年交付约90万辆。这应该被视为一个好结果。如果交付强劲,该股应该会在交付结果发布后大约三周发布的第四季度收益报告中反弹。</blockquote></p><p> <i>Barron’s</i> found Tesla stock has outperformed the S&P 500 seven out of the past nine times in the span between reporting deliveries and reporting quarterly earnings. Tesla stock gained about 12% from Oct. 1, the day before third-quarter deliveries were announced, and Oct. 20, the day before third-quarter earnings were released. The S&P 500 rose about 4% over the same span.</p><p><blockquote><i>巴伦周刊</i>发现在报告交付量和报告季度收益之间的过去九次中,特斯拉股票的表现有七次优于标普500。从10月1日(第三季度交付量公布的前一天)到10月20日(第三季度财报发布的前一天),特斯拉股价上涨了约12%。标普500同期上涨约4%。</blockquote></p><p> When fourth-quarter results are posted, investors expect Musk to be back on the quarterly conference call; he skipped the third-quarter call. That could mean a product announcement is coming. The announcement might deal with Cybertruck or Semi truck delivery dates. Musk could talk about the next big model—a lower-cost EV for the compact segment of the car market.</p><p><blockquote>当第四季度业绩公布时,投资者预计马斯克将重返季度电话会议;他跳过了第三节的看涨期权。这可能意味着产品发布即将到来。该公告可能涉及Cybertruck或Semi truck的交付日期。马斯克可以谈论下一款大型车型——一款面向紧凑型汽车市场的低成本电动汽车。</blockquote></p><p> After all that, investors will be following the production ramp-up at the company’s new assembly plants in Germany and Texas. The German facility will give Tesla the ability to produce more Model Y crossover vehicles, locally, for the European market. The Texas plant will make Model Y crossover vehicles as well as the Cybertruck.</p><p><blockquote>毕竟,投资者将关注该公司在德国和德克萨斯州的新装配厂的产量增长。德国工厂将使特斯拉能够在当地为欧洲市场生产更多Model Y跨界车。德克萨斯州工厂将生产Model Y跨界车以及Cybertruck。</blockquote></p><p> The fourth big deal bulls will be watching for is an update about 4680 battery cells. These are larger batteries that Tesla believes will lower costs. Those batteries should start making it into Tesla vehicles some time in 2022.</p><p><blockquote>多头将关注的第四件大事是关于4680电池的更新。特斯拉认为这些是更大的电池,将降低成本。这些电池应该会在2022年的某个时候开始用于特斯拉汽车。</blockquote></p><p> Bears, of course, are looking for things too. And they tend to feel that stock-market elation in the other direction. They likely aren’t upset that Tesla shares are falling. The bear case for Tesla these days is over-valuation in the face of new competition. More EV models are coming to the U.S. market in 2022, which should challenge Tesla in terms of share.</p><p><blockquote>当然,熊也在寻找东西。他们往往会从另一个方向感受到股市的兴高采烈。他们可能不会因为特斯拉股价下跌而感到不安。如今,特斯拉的看跌理由是面对新的竞争时估值过高。2022年,更多电动汽车车型将进入美国市场,这将在份额方面挑战特斯拉。</blockquote></p><p> Tesla has roughly 70% of the U.S. market for EVs, but it can’t maintain that forever. The important thing for bulls in 2022 will be to see every car that Tesla makes is sold, regardless of how other models do.</p><p><blockquote>特斯拉拥有美国电动汽车市场约70%的份额,但它不可能永远保持这一地位。对于多头来说,2022年最重要的事情是看到特斯拉制造的每辆汽车都售出,无论其他车型表现如何。</blockquote></p><p> Tesla stock rose more than 740% in 2019. The company’s market cap in 2021 crossed $1 trillion. It’s looking like 2022 will be just as interesting as the prior two years.</p><p><blockquote>特斯拉股价2019年上涨超过740%。该公司2021年市值突破1万亿美元。看起来2022年将和前两年一样有趣。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Has Wiped Out Its Post-Hertz Gains. But Here Are 4 Catalysts to Drive Shares Higher.<blockquote>特斯拉股价已经抹去了赫兹之后的涨幅。但以下是推动股价走高的4个催化剂。</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 Stock Has Wiped Out Its Post-Hertz Gains. But Here Are 4 Catalysts to Drive Shares Higher.<blockquote>特斯拉股价已经抹去了赫兹之后的涨幅。但以下是推动股价走高的4个催化剂。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-22 14:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Tesla stock is always an adventure and recent trading testifies to that idea. Shares have given up all the gains after a deal with Hertz sent the company’s market capitalization north of $1 trillion.</p><p><blockquote>特斯拉股票始终是一次冒险,最近的交易证明了这一观点。在与赫兹的交易使该公司市值突破1万亿美元后,该公司股价回吐了所有涨幅。</blockquote></p><p> The stock looks to have settled down on Tuesday. That could give investors time to catch their breath and think about what’s next.</p><p><blockquote>该股周二似乎已经企稳。这可能会让投资者有时间喘口气并思考下一步会发生什么。</blockquote></p><p> Tesla (ticker: TSLA) stock closed higher about 4.3% at $938.53 a share. The S&P 500 and Dow Jones Industrial Average rose 1.78% and 1.6%, respectively.</p><p><blockquote>特斯拉(股票代码:TSLA)股价收盘上涨约4.3%,至每股938.53美元。标准普尔500指数和道琼斯工业平均指数分别上涨1.</blockquote></p><p> At $930, Tesla stock would be up more than 31% year to date. Bulls, however, probably aren’t feeling elated. The path to get to a price can sometimes matter more than the actual level.</p><p><blockquote>特斯拉股价今年迄今已上涨31%以上,达到930美元。然而,多头可能并不感到高兴。获得价格的途径有时比实际水平更重要。</blockquote></p><p> Bulls did get a jolt after Tesla stock crossed a market capitalization of $1 trillion in late October, the day Hertz (HTZ) ordered 100,000 vehicles for its rental car fleet. It was another sign that electric vehicles were going mainstream.</p><p><blockquote>10月底,赫兹(HTZ)为其租赁车队订购了10万辆汽车,特斯拉股价市值突破1万亿美元后,多头确实受到了震动。这是电动汽车成为主流的另一个迹象。</blockquote></p><p> Tesla marched all the way to $1,243.49 on Nov 4. Then stock sales from CEO Elon Musk, the demise of President Biden’s <a href=\"https://www.marketwatch.com/articles/tesla-ev-stocks-manchin-51640016294\" target=\"_blank\">Build Back Better</a> bill, which included EV purchase tax credits, and fears of inflation and higher interest rates sent shares back below $900 on Monday. That is about $10 below where they before the Hertz news came to light.</p><p><blockquote>11月4日,特斯拉一路上涨至1,243.49美元。然后是首席执行官埃隆·马斯克的股票出售,拜登总统的去世<a href=\"https://www.marketwatch.com/articles/tesla-ev-stocks-manchin-51640016294\" target=\"_blank\">重建得更好</a>包括电动汽车购置税抵免在内的法案以及对通胀和利率上升的担忧导致股价周一回到900美元以下。这比赫兹消息曝光前的价格低了约10美元。</blockquote></p><p> The good news looking ahead starts out with all the bad news. It looks like Musk is done—or nearly done—selling stock. That removes an overhang. And the Build Back Better bill is no longer reflected fully in Tesla and other EV stocks.</p><p><blockquote>展望未来的好消息始于所有的坏消息。看起来马斯克已经完成——或者几乎完成——出售股票。这消除了悬垂。重建更好法案不再充分反映在特斯拉和其他电动汽车股票中。</blockquote></p><p> With the new starting point, bulls will be looking at four big catalysts to drive shares higher in coming months.</p><p><blockquote>在新的起点上,多头将关注未来几个月推动股价走高的四大催化剂。</blockquote></p><p> For starters, deliveries and earnings always matter. Tesla will report fourth-quarter deliveries in the first couple of days in January. A number around 270,000 will give Tesla about 900,000 deliveries for all of 2021. That should be seen as a good result. If deliveries are strong, the stock should rally into the fourth-quarter earnings report, due about three weeks after delivery results are issued.</p><p><blockquote>首先,交付和收入总是很重要。特斯拉将在一月份的前几天报告第四季度的交付情况。大约270,000辆的数量将使特斯拉在2021年全年交付约90万辆。这应该被视为一个好结果。如果交付强劲,该股应该会在交付结果发布后大约三周发布的第四季度收益报告中反弹。</blockquote></p><p> <i>Barron’s</i> found Tesla stock has outperformed the S&P 500 seven out of the past nine times in the span between reporting deliveries and reporting quarterly earnings. Tesla stock gained about 12% from Oct. 1, the day before third-quarter deliveries were announced, and Oct. 20, the day before third-quarter earnings were released. The S&P 500 rose about 4% over the same span.</p><p><blockquote><i>巴伦周刊</i>发现在报告交付量和报告季度收益之间的过去九次中,特斯拉股票的表现有七次优于标普500。从10月1日(第三季度交付量公布的前一天)到10月20日(第三季度财报发布的前一天),特斯拉股价上涨了约12%。标普500同期上涨约4%。</blockquote></p><p> When fourth-quarter results are posted, investors expect Musk to be back on the quarterly conference call; he skipped the third-quarter call. That could mean a product announcement is coming. The announcement might deal with Cybertruck or Semi truck delivery dates. Musk could talk about the next big model—a lower-cost EV for the compact segment of the car market.</p><p><blockquote>当第四季度业绩公布时,投资者预计马斯克将重返季度电话会议;他跳过了第三节的看涨期权。这可能意味着产品发布即将到来。该公告可能涉及Cybertruck或Semi truck的交付日期。马斯克可以谈论下一款大型车型——一款面向紧凑型汽车市场的低成本电动汽车。</blockquote></p><p> After all that, investors will be following the production ramp-up at the company’s new assembly plants in Germany and Texas. The German facility will give Tesla the ability to produce more Model Y crossover vehicles, locally, for the European market. The Texas plant will make Model Y crossover vehicles as well as the Cybertruck.</p><p><blockquote>毕竟,投资者将关注该公司在德国和德克萨斯州的新装配厂的产量增长。德国工厂将使特斯拉能够在当地为欧洲市场生产更多Model Y跨界车。德克萨斯州工厂将生产Model Y跨界车以及Cybertruck。</blockquote></p><p> The fourth big deal bulls will be watching for is an update about 4680 battery cells. These are larger batteries that Tesla believes will lower costs. Those batteries should start making it into Tesla vehicles some time in 2022.</p><p><blockquote>多头将关注的第四件大事是关于4680电池的更新。特斯拉认为这些是更大的电池,将降低成本。这些电池应该会在2022年的某个时候开始用于特斯拉汽车。</blockquote></p><p> Bears, of course, are looking for things too. And they tend to feel that stock-market elation in the other direction. They likely aren’t upset that Tesla shares are falling. The bear case for Tesla these days is over-valuation in the face of new competition. More EV models are coming to the U.S. market in 2022, which should challenge Tesla in terms of share.</p><p><blockquote>当然,熊也在寻找东西。他们往往会从另一个方向感受到股市的兴高采烈。他们可能不会因为特斯拉股价下跌而感到不安。如今,特斯拉的看跌理由是面对新的竞争时估值过高。2022年,更多电动汽车车型将进入美国市场,这将在份额方面挑战特斯拉。</blockquote></p><p> Tesla has roughly 70% of the U.S. market for EVs, but it can’t maintain that forever. The important thing for bulls in 2022 will be to see every car that Tesla makes is sold, regardless of how other models do.</p><p><blockquote>特斯拉拥有美国电动汽车市场约70%的份额,但它不可能永远保持这一地位。对于多头来说,2022年最重要的事情是看到特斯拉制造的每辆汽车都售出,无论其他车型表现如何。</blockquote></p><p> Tesla stock rose more than 740% in 2019. The company’s market cap in 2021 crossed $1 trillion. It’s looking like 2022 will be just as interesting as the prior two years.</p><p><blockquote>特斯拉股价2019年上涨超过740%。该公司2021年市值突破1万亿美元。看起来2022年将和前两年一样有趣。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-tsla-stock-catalysts-hertz-51640096049?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-tsla-stock-catalysts-hertz-51640096049?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143847122","content_text":"Tesla stock is always an adventure and recent trading testifies to that idea. Shares have given up all the gains after a deal with Hertz sent the company’s market capitalization north of $1 trillion.\nThe stock looks to have settled down on Tuesday. That could give investors time to catch their breath and think about what’s next.\nTesla (ticker: TSLA) stock closed higher about 4.3% at $938.53 a share. The S&P 500 and Dow Jones Industrial Average rose 1.78% and 1.6%, respectively.\nAt $930, Tesla stock would be up more than 31% year to date. Bulls, however, probably aren’t feeling elated. The path to get to a price can sometimes matter more than the actual level.\nBulls did get a jolt after Tesla stock crossed a market capitalization of $1 trillion in late October, the day Hertz (HTZ) ordered 100,000 vehicles for its rental car fleet. It was another sign that electric vehicles were going mainstream.\nTesla marched all the way to $1,243.49 on Nov 4. Then stock sales from CEO Elon Musk, the demise of President Biden’s Build Back Better bill, which included EV purchase tax credits, and fears of inflation and higher interest rates sent shares back below $900 on Monday. That is about $10 below where they before the Hertz news came to light.\nThe good news looking ahead starts out with all the bad news. It looks like Musk is done—or nearly done—selling stock. That removes an overhang. And the Build Back Better bill is no longer reflected fully in Tesla and other EV stocks.\nWith the new starting point, bulls will be looking at four big catalysts to drive shares higher in coming months.\nFor starters, deliveries and earnings always matter. Tesla will report fourth-quarter deliveries in the first couple of days in January. A number around 270,000 will give Tesla about 900,000 deliveries for all of 2021. That should be seen as a good result. If deliveries are strong, the stock should rally into the fourth-quarter earnings report, due about three weeks after delivery results are issued.\nBarron’s found Tesla stock has outperformed the S&P 500 seven out of the past nine times in the span between reporting deliveries and reporting quarterly earnings. Tesla stock gained about 12% from Oct. 1, the day before third-quarter deliveries were announced, and Oct. 20, the day before third-quarter earnings were released. The S&P 500 rose about 4% over the same span.\nWhen fourth-quarter results are posted, investors expect Musk to be back on the quarterly conference call; he skipped the third-quarter call. That could mean a product announcement is coming. The announcement might deal with Cybertruck or Semi truck delivery dates. Musk could talk about the next big model—a lower-cost EV for the compact segment of the car market.\nAfter all that, investors will be following the production ramp-up at the company’s new assembly plants in Germany and Texas. The German facility will give Tesla the ability to produce more Model Y crossover vehicles, locally, for the European market. The Texas plant will make Model Y crossover vehicles as well as the Cybertruck.\nThe fourth big deal bulls will be watching for is an update about 4680 battery cells. These are larger batteries that Tesla believes will lower costs. Those batteries should start making it into Tesla vehicles some time in 2022.\nBears, of course, are looking for things too. And they tend to feel that stock-market elation in the other direction. They likely aren’t upset that Tesla shares are falling. The bear case for Tesla these days is over-valuation in the face of new competition. More EV models are coming to the U.S. market in 2022, which should challenge Tesla in terms of share.\nTesla has roughly 70% of the U.S. market for EVs, but it can’t maintain that forever. The important thing for bulls in 2022 will be to see every car that Tesla makes is sold, regardless of how other models do.\nTesla stock rose more than 740% in 2019. The company’s market cap in 2021 crossed $1 trillion. It’s looking like 2022 will be just as interesting as the prior two years.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601308083,"gmtCreate":1638488991442,"gmtModify":1638488991543,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565388060054436","idStr":"3565388060054436"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/4087557783698070\">@Ermmmmmm</a>:ok//<a href=\"https://laohu8.com/U/4087557783698070\">@Ermmmmmm</a>:Because they have relatively larger population and sites so domestic traveling is possible, but so much in sg","listText":"回复 <a href=\"https://laohu8.com/U/4087557783698070\">@Ermmmmmm</a>:ok//<a href=\"https://laohu8.com/U/4087557783698070\">@Ermmmmmm</a>:Because they have relatively larger population and sites so domestic traveling is possible, but so much in sg","text":"回复 @Ermmmmmm:ok//@Ermmmmmm:Because they have relatively larger population and sites so domestic traveling is possible, but so much in sg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601308083","repostId":"609109574","repostType":1,"repost":{"id":609109574,"gmtCreate":1638246402996,"gmtModify":1638396966407,"author":{"id":"3581820976934736","authorId":"3581820976934736","name":"MilkTeaBro","avatar":"https://static.tigerbbs.com/4f96ac4963a3566e7f4d22e78cc23ef9","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581820976934736","idStr":"3581820976934736"},"themes":[],"title":"Aviation will recover","htmlText":"This was Russian domestic airline, I took the picture 2 days ago, from Yuzhno Sakhalin to Moscow. The plane was full of house, soon or later, SIA will be busy like it.<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a><a href=\"https://laohu8.com/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>","listText":"This was Russian domestic airline, I took the picture 2 days ago, from Yuzhno Sakhalin to Moscow. The plane was full of house, soon or later, SIA will be busy like it.<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a><a href=\"https://laohu8.com/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>","text":"This was Russian domestic airline, I took the picture 2 days ago, from Yuzhno Sakhalin to Moscow. The plane was full of house, soon or later, SIA will be busy like it.$SINGAPORE AIRLINES LTD(C6L.SI)$$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$","images":[{"img":"https://static.tigerbbs.com/7980deb3257bcf87f3e2e1fc468e26d8","width":"3456","height":"4608"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609109574","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879020497,"gmtCreate":1636672114610,"gmtModify":1636672192213,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565388060054436","idStr":"3565388060054436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>good","listText":"<a 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it up.","listText":"good.keep it up.","text":"good.keep it up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696542080","repostId":"1157924593","repostType":4,"repost":{"id":"1157924593","kind":"news","pubTimestamp":1640738343,"share":"https://www.laohu8.com/m/news/1157924593?lang=zh_CN&edition=full","pubTime":"2021-12-29 08:39","market":"us","language":"en","title":"These 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157924593","media":"finance.yahoo","summary":"Christmas may be over, but for investors, the gifts may have only just begun.\nThe \"Santa Claus Rally","content":"<p>Christmas may be over, but for investors, the gifts may have only just begun.</p><p><blockquote>圣诞节可能已经结束,但对于投资者来说,礼物可能才刚刚开始。</blockquote></p><p> The \"Santa Claus Rally\" looks to send 2021 off on a high note for the stock market. The S&P 500 (^GSPC) set a record high for the second consecutive day on Tuesday,subsequently falling a bit in light of a small midday tech stock sell-off.</p><p><blockquote>“圣诞老人集会”看起来会让2021年成为股市的高潮。标普500(^GSPC)周二连续第二天创下历史新高,随后因午盘科技股小幅抛售而小幅下跌。</blockquote></p><p> <b>‘Ho, ho ho’, stocks on the rise?</b></p><p><blockquote><b>“嗬,嗬嗬”,股票在上涨?</b></blockquote></p><p> The last five trading days of the year and the first two trading days of the next year together are often the biggest week of the year for the market. The 1.2% average growth in the S&P 500 over the period since 1945 is the largest of any seven-day period.</p><p><blockquote>一年的最后五个交易日和下一年的前两个交易日加在一起,往往是市场一年中最大的一周。自1945年以来,标普500 1.2%的平均增长率是任何七天期间最大的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c54ea712b8fce648fa682efa965a15a\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A trader wears a Santa hat as he works on the floor of the New York Stock Exchange the day before Christmas in New York December 24, 2015. REUTERS/Lucas Jackson</span></p><p><blockquote><p class=\"t-img-caption\"><span>2015年12月24日,圣诞节前一天,纽约,一名交易员戴着圣诞帽在纽约证券交易所工作。路透社/卢卡斯·杰克逊</span></p></blockquote></p><p> Why do these days perform so well historically?Animal spirits, as the 20th century economist John Maynard Keynes might put it, have a lot to do with the Santa Clause Rally.</p><p><blockquote>为什么这些日子在历史上表现如此出色?正如20世纪经济学家约翰·梅纳德·凯恩斯可能会说的那样,动物精神与圣诞老人集会有很大关系。</blockquote></p><p> “It's [the result of] sentiment,” said Sam Stovall, chief investment strategist at CFRA Research, on the causes of the rally. “Because [investors know that] if the market does well in the month of January, then it usually does well for the full year. But if we find that a lot of money has flowed into the markets, right off the bat, then the indication is that it's likely to be a very good year.”</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall在谈到上涨原因时表示:“这是情绪的结果。”“因为(投资者知道)如果市场在一月份表现良好,那么全年通常都会表现良好。但如果我们发现大量资金立即流入市场,那么有迹象表明今年可能是非常好的一年。”</blockquote></p><p> Investors anticipate that the period is coming, and that equity prices are about to rise, so they are more likely to invest money to earn higher returns, Stovall explained.</p><p><blockquote>斯托瓦尔解释说,投资者预计这一时期即将到来,股价即将上涨,因此他们更有可能投资以获得更高的回报。</blockquote></p><p> Though the sentiments behind the Santa Clause Rally may appear to be begging-the-question, there is nothing mythical about its results.</p><p><blockquote>尽管圣诞老人集会背后的情绪似乎是在回避问题,但其结果并没有什么神秘之处。</blockquote></p><p> According to a recent research note published by Stovall, years following a Santa Claus Rally period with a price increase, experienced an S&P 500 growth rate of 10.3%, higher than the average rate of 9.2% (since 1945).</p><p><blockquote>根据Stovall最近发布的一份研究报告,在价格上涨的圣诞老人反弹期之后的几年里,标普500增长率为10.3%,高于9.2%的平均增长率(自1945年以来)。</blockquote></p><p> <b>January Barometers</b></p><p><blockquote><b>一月晴雨表</b></blockquote></p><p> Two other barometers exist for investors eager to predict the outlook for 2022’s market, both of them involving market performance during the month of January, Stovall wrote. The first five days of January are a great indicator for the rest of the month’s performance.</p><p><blockquote>斯托瓦尔写道,对于渴望预测2022年市场前景的投资者来说,还有另外两个晴雨表,这两个晴雨表都涉及1月份的市场表现。一月的前五天是该月剩余时间表现的一个很好的指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99e3e7627b845414da42f555bc4db069\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A screen displays a stock update on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., December 28, 2021. REUTERS/Andrew Kelly</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年12月28日,美国纽约市曼哈顿的纽约证券交易所(NYSE)交易大厅,屏幕显示股票更新。路透社/安德鲁·凯利</span></p></blockquote></p><p> “The first five days offer an early warning signal as to how the market will likely perform during the entire month,” Stovall wrote in the CFRA report. “And it has done so with impressive accuracy, being correct two out of every three years for both up and down signals. What’s more, a positive showing for the equity market during the first five days of January improved the likelihood of an annual price increase by 12.8%, as well as an improvement in the FoA to 82%.”</p><p><blockquote>斯托瓦尔在CFRA报告中写道:“前五天为市场整个月的表现提供了早期预警信号。”“而且它的准确性令人印象深刻,每三年就有两次上涨和下跌信号是正确的。更重要的是,1月份前五天股市的积极表现提高了年度价格上涨的可能性12.8%,FoA提高至82%。”</blockquote></p><p> And as the old Wall Street adage goes, ‘So goes January, so goes the year.’ The third indicator, which Stovall dubbed “the January Barometer,” draws a correlation between the performance of the market in January and the succeeding 11 months.</p><p><blockquote>正如华尔街的一句老话所说,“一月如此,一年也如此。”第三个指标被斯托瓦尔称为“一月晴雨表”,它将1月份的市场表现与随后11个月的表现联系起来。</blockquote></p><p> “Should the S&P 500 go on to record a positive performance in the entire month of January, it has historically enhanced the possibility of a positive full-year performance, as the average annual price gain rose to 15.9% and the FoA (Frequency of Advance) increased to 87%,” the report noted.</p><p><blockquote>“如果标普500在整个1月份继续录得积极表现,那么从历史上看,全年表现积极的可能性就会增强,因为年均价格涨幅升至15.9%,FoA(提前频率)增加到87%,”报告指出。</blockquote></p><p> The biggest conclusion investors should draw from the barometers is that there is significant enough data to presume a causal relationship between the late December/January market performance and the larger year’s performance, Stovall said.</p><p><blockquote>斯托瓦尔表示,投资者应该从晴雨表中得出的最大结论是,有足够重要的数据可以假设12月下旬/1月的市场表现与全年表现之间存在因果关系。</blockquote></p><p> “Not all of the year’s price gains were concentrated in the first month of the year, as a rise for the S&P 500 in January was followed by an average 11.3% climb for the remaining 11 months of the year, with the market posting an 11-month FoA 83% of the time,” he wrote in the report.</p><p><blockquote>“并非今年的所有价格上涨都集中在今年的第一个月,因为1月份标普500上涨后,今年剩余11个月平均上涨11.3%,市场公布了11个月的FoA 83%的时间,”他在报告中写道。</blockquote></p><p> Though January’s gains appear to set the standard for the rest of the year by setting investor attitudes and expectations, Stovall stressed that these indicators are not guarantees.</p><p><blockquote>尽管1月份的涨幅似乎通过设定投资者的态度和预期为今年剩余时间设定了标准,但斯托瓦尔强调,这些指标并不是保证。</blockquote></p><p> “Investors should always view history as a great guide, but never gospel,” he said. Past performance “gives a pretty strong hint of what might happen, but certainly no guarantee.”</p><p><blockquote>“投资者应该始终将历史视为伟大的指南,但绝不是福音,”他说。过去的表现“很强烈地暗示了可能发生的事情,但肯定不能保证。”</blockquote></p><p> In 2022, the market will likely encounter challenges from the ongoing COVID pandemic as well as high inflation and the Federal Reserve’s attempts to control it.</p><p><blockquote>2022年,市场可能会遇到持续的新冠疫情以及高通胀和美联储控制通胀的努力的挑战。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c6b1ff968cfd5507f8c17566398310\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>NEW YORK, USA - DECEMBER 28: A man is getting a Covid-19 test at a Covid-19 testing center next to the Queens Hospital Center as hundreds of residents line up to get Covid-19 test in Queens of New York, United States on December 28, 2021 as Omicron rises around the country. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)More</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国纽约——12月28日:2021年12月28日,美国纽约皇后区,一名男子正在皇后区医院中心旁边的新冠肺炎检测中心接受新冠肺炎检测,数百名居民排队接受新冠肺炎检测,全国奥密克戎加剧。(摄影:Tayfun Coskun/Anadolu Agency,盖蒂图片社)更多</span></p></blockquote></p><p> “When you think about some of the headwinds that could upset the track record of these different barometers, should they all be triggered,” Stovall said, adding the next COVID variant should be a top concern.</p><p><blockquote>斯托瓦尔说:“当你想到一些可能扰乱这些不同晴雨表记录的不利因素时,如果它们都被触发的话。”他补充说,下一个新冠病毒变种应该是最令人担忧的。</blockquote></p><p> The Omicron variant has been the latest strain of the coronavirus to spread throughout all 50 U.S. states. Though recent research suggests that Omicron cases are less severe than previous strains of the virus, it is highly transmissible and has already had an effect on consumer demand insome industries while some remain relatively unaffected.</p><p><blockquote>奥密克戎变种是在美国所有50个州传播的最新冠状病毒株。尽管最近的研究表明,奥密克戎病例没有以前的病毒株严重,但它具有高度传染性,已经对一些行业的消费者需求产生了影响,而另一些行业则相对未受影响。</blockquote></p><p> Secondly, the Federal Reserve has made it clear that it intends to raise interest rates in response to high inflation. Many economists expect these rate hikes to begin sometime next year.</p><p><blockquote>其次,美联储明确表示有意加息以应对高通胀。许多经济学家预计这些加息将在明年某个时候开始。</blockquote></p><p> “That's a concern because if the Fed is too aggressive raising rates, that could throw the market into a tailspin,” Stovall said. “Also, historically, we have seen PE multiple contraction in a rising interest rate environment.”</p><p><blockquote>斯托瓦尔表示:“这令人担忧,因为如果美联储过于激进地加息,可能会让市场陷入混乱。”“此外,从历史上看,我们在利率上升的环境下看到PE倍数收缩。”</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-12-29 08:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Christmas may be over, but for investors, the gifts may have only just begun.</p><p><blockquote>圣诞节可能已经结束,但对于投资者来说,礼物可能才刚刚开始。</blockquote></p><p> The \"Santa Claus Rally\" looks to send 2021 off on a high note for the stock market. The S&P 500 (^GSPC) set a record high for the second consecutive day on Tuesday,subsequently falling a bit in light of a small midday tech stock sell-off.</p><p><blockquote>“圣诞老人集会”看起来会让2021年成为股市的高潮。标普500(^GSPC)周二连续第二天创下历史新高,随后因午盘科技股小幅抛售而小幅下跌。</blockquote></p><p> <b>‘Ho, ho ho’, stocks on the rise?</b></p><p><blockquote><b>“嗬,嗬嗬”,股票在上涨?</b></blockquote></p><p> The last five trading days of the year and the first two trading days of the next year together are often the biggest week of the year for the market. The 1.2% average growth in the S&P 500 over the period since 1945 is the largest of any seven-day period.</p><p><blockquote>一年的最后五个交易日和下一年的前两个交易日加在一起,往往是市场一年中最大的一周。自1945年以来,标普500 1.2%的平均增长率是任何七天期间最大的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c54ea712b8fce648fa682efa965a15a\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A trader wears a Santa hat as he works on the floor of the New York Stock Exchange the day before Christmas in New York December 24, 2015. REUTERS/Lucas Jackson</span></p><p><blockquote><p class=\"t-img-caption\"><span>2015年12月24日,圣诞节前一天,纽约,一名交易员戴着圣诞帽在纽约证券交易所工作。路透社/卢卡斯·杰克逊</span></p></blockquote></p><p> Why do these days perform so well historically?Animal spirits, as the 20th century economist John Maynard Keynes might put it, have a lot to do with the Santa Clause Rally.</p><p><blockquote>为什么这些日子在历史上表现如此出色?正如20世纪经济学家约翰·梅纳德·凯恩斯可能会说的那样,动物精神与圣诞老人集会有很大关系。</blockquote></p><p> “It's [the result of] sentiment,” said Sam Stovall, chief investment strategist at CFRA Research, on the causes of the rally. “Because [investors know that] if the market does well in the month of January, then it usually does well for the full year. But if we find that a lot of money has flowed into the markets, right off the bat, then the indication is that it's likely to be a very good year.”</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall在谈到上涨原因时表示:“这是情绪的结果。”“因为(投资者知道)如果市场在一月份表现良好,那么全年通常都会表现良好。但如果我们发现大量资金立即流入市场,那么有迹象表明今年可能是非常好的一年。”</blockquote></p><p> Investors anticipate that the period is coming, and that equity prices are about to rise, so they are more likely to invest money to earn higher returns, Stovall explained.</p><p><blockquote>斯托瓦尔解释说,投资者预计这一时期即将到来,股价即将上涨,因此他们更有可能投资以获得更高的回报。</blockquote></p><p> Though the sentiments behind the Santa Clause Rally may appear to be begging-the-question, there is nothing mythical about its results.</p><p><blockquote>尽管圣诞老人集会背后的情绪似乎是在回避问题,但其结果并没有什么神秘之处。</blockquote></p><p> According to a recent research note published by Stovall, years following a Santa Claus Rally period with a price increase, experienced an S&P 500 growth rate of 10.3%, higher than the average rate of 9.2% (since 1945).</p><p><blockquote>根据Stovall最近发布的一份研究报告,在价格上涨的圣诞老人反弹期之后的几年里,标普500增长率为10.3%,高于9.2%的平均增长率(自1945年以来)。</blockquote></p><p> <b>January Barometers</b></p><p><blockquote><b>一月晴雨表</b></blockquote></p><p> Two other barometers exist for investors eager to predict the outlook for 2022’s market, both of them involving market performance during the month of January, Stovall wrote. The first five days of January are a great indicator for the rest of the month’s performance.</p><p><blockquote>斯托瓦尔写道,对于渴望预测2022年市场前景的投资者来说,还有另外两个晴雨表,这两个晴雨表都涉及1月份的市场表现。一月的前五天是该月剩余时间表现的一个很好的指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99e3e7627b845414da42f555bc4db069\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A screen displays a stock update on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., December 28, 2021. REUTERS/Andrew Kelly</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年12月28日,美国纽约市曼哈顿的纽约证券交易所(NYSE)交易大厅,屏幕显示股票更新。路透社/安德鲁·凯利</span></p></blockquote></p><p> “The first five days offer an early warning signal as to how the market will likely perform during the entire month,” Stovall wrote in the CFRA report. “And it has done so with impressive accuracy, being correct two out of every three years for both up and down signals. What’s more, a positive showing for the equity market during the first five days of January improved the likelihood of an annual price increase by 12.8%, as well as an improvement in the FoA to 82%.”</p><p><blockquote>斯托瓦尔在CFRA报告中写道:“前五天为市场整个月的表现提供了早期预警信号。”“而且它的准确性令人印象深刻,每三年就有两次上涨和下跌信号是正确的。更重要的是,1月份前五天股市的积极表现提高了年度价格上涨的可能性12.8%,FoA提高至82%。”</blockquote></p><p> And as the old Wall Street adage goes, ‘So goes January, so goes the year.’ The third indicator, which Stovall dubbed “the January Barometer,” draws a correlation between the performance of the market in January and the succeeding 11 months.</p><p><blockquote>正如华尔街的一句老话所说,“一月如此,一年也如此。”第三个指标被斯托瓦尔称为“一月晴雨表”,它将1月份的市场表现与随后11个月的表现联系起来。</blockquote></p><p> “Should the S&P 500 go on to record a positive performance in the entire month of January, it has historically enhanced the possibility of a positive full-year performance, as the average annual price gain rose to 15.9% and the FoA (Frequency of Advance) increased to 87%,” the report noted.</p><p><blockquote>“如果标普500在整个1月份继续录得积极表现,那么从历史上看,全年表现积极的可能性就会增强,因为年均价格涨幅升至15.9%,FoA(提前频率)增加到87%,”报告指出。</blockquote></p><p> The biggest conclusion investors should draw from the barometers is that there is significant enough data to presume a causal relationship between the late December/January market performance and the larger year’s performance, Stovall said.</p><p><blockquote>斯托瓦尔表示,投资者应该从晴雨表中得出的最大结论是,有足够重要的数据可以假设12月下旬/1月的市场表现与全年表现之间存在因果关系。</blockquote></p><p> “Not all of the year’s price gains were concentrated in the first month of the year, as a rise for the S&P 500 in January was followed by an average 11.3% climb for the remaining 11 months of the year, with the market posting an 11-month FoA 83% of the time,” he wrote in the report.</p><p><blockquote>“并非今年的所有价格上涨都集中在今年的第一个月,因为1月份标普500上涨后,今年剩余11个月平均上涨11.3%,市场公布了11个月的FoA 83%的时间,”他在报告中写道。</blockquote></p><p> Though January’s gains appear to set the standard for the rest of the year by setting investor attitudes and expectations, Stovall stressed that these indicators are not guarantees.</p><p><blockquote>尽管1月份的涨幅似乎通过设定投资者的态度和预期为今年剩余时间设定了标准,但斯托瓦尔强调,这些指标并不是保证。</blockquote></p><p> “Investors should always view history as a great guide, but never gospel,” he said. Past performance “gives a pretty strong hint of what might happen, but certainly no guarantee.”</p><p><blockquote>“投资者应该始终将历史视为伟大的指南,但绝不是福音,”他说。过去的表现“很强烈地暗示了可能发生的事情,但肯定不能保证。”</blockquote></p><p> In 2022, the market will likely encounter challenges from the ongoing COVID pandemic as well as high inflation and the Federal Reserve’s attempts to control it.</p><p><blockquote>2022年,市场可能会遇到持续的新冠疫情以及高通胀和美联储控制通胀的努力的挑战。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c6b1ff968cfd5507f8c17566398310\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>NEW YORK, USA - DECEMBER 28: A man is getting a Covid-19 test at a Covid-19 testing center next to the Queens Hospital Center as hundreds of residents line up to get Covid-19 test in Queens of New York, United States on December 28, 2021 as Omicron rises around the country. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)More</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国纽约——12月28日:2021年12月28日,美国纽约皇后区,一名男子正在皇后区医院中心旁边的新冠肺炎检测中心接受新冠肺炎检测,数百名居民排队接受新冠肺炎检测,全国奥密克戎加剧。(摄影:Tayfun Coskun/Anadolu Agency,盖蒂图片社)更多</span></p></blockquote></p><p> “When you think about some of the headwinds that could upset the track record of these different barometers, should they all be triggered,” Stovall said, adding the next COVID variant should be a top concern.</p><p><blockquote>斯托瓦尔说:“当你想到一些可能扰乱这些不同晴雨表记录的不利因素时,如果它们都被触发的话。”他补充说,下一个新冠病毒变种应该是最令人担忧的。</blockquote></p><p> The Omicron variant has been the latest strain of the coronavirus to spread throughout all 50 U.S. states. Though recent research suggests that Omicron cases are less severe than previous strains of the virus, it is highly transmissible and has already had an effect on consumer demand insome industries while some remain relatively unaffected.</p><p><blockquote>奥密克戎变种是在美国所有50个州传播的最新冠状病毒株。尽管最近的研究表明,奥密克戎病例没有以前的病毒株严重,但它具有高度传染性,已经对一些行业的消费者需求产生了影响,而另一些行业则相对未受影响。</blockquote></p><p> Secondly, the Federal Reserve has made it clear that it intends to raise interest rates in response to high inflation. Many economists expect these rate hikes to begin sometime next year.</p><p><blockquote>其次,美联储明确表示有意加息以应对高通胀。许多经济学家预计这些加息将在明年某个时候开始。</blockquote></p><p> “That's a concern because if the Fed is too aggressive raising rates, that could throw the market into a tailspin,” Stovall said. “Also, historically, we have seen PE multiple contraction in a rising interest rate environment.”</p><p><blockquote>斯托瓦尔表示:“这令人担忧,因为如果美联储过于激进地加息,可能会让市场陷入混乱。”“此外,从历史上看,我们在利率上升的环境下看到PE倍数收缩。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/these-three-indicators-may-predict-how-the-stock-market-performs-in-2022-analyst-201508279.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/these-three-indicators-may-predict-how-the-stock-market-performs-in-2022-analyst-201508279.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157924593","content_text":"Christmas may be over, but for investors, the gifts may have only just begun.\nThe \"Santa Claus Rally\" looks to send 2021 off on a high note for the stock market. The S&P 500 (^GSPC) set a record high for the second consecutive day on Tuesday,subsequently falling a bit in light of a small midday tech stock sell-off.\n‘Ho, ho ho’, stocks on the rise?\nThe last five trading days of the year and the first two trading days of the next year together are often the biggest week of the year for the market. The 1.2% average growth in the S&P 500 over the period since 1945 is the largest of any seven-day period.\nA trader wears a Santa hat as he works on the floor of the New York Stock Exchange the day before Christmas in New York December 24, 2015. REUTERS/Lucas Jackson\nWhy do these days perform so well historically?Animal spirits, as the 20th century economist John Maynard Keynes might put it, have a lot to do with the Santa Clause Rally.\n“It's [the result of] sentiment,” said Sam Stovall, chief investment strategist at CFRA Research, on the causes of the rally. “Because [investors know that] if the market does well in the month of January, then it usually does well for the full year. But if we find that a lot of money has flowed into the markets, right off the bat, then the indication is that it's likely to be a very good year.”\nInvestors anticipate that the period is coming, and that equity prices are about to rise, so they are more likely to invest money to earn higher returns, Stovall explained.\nThough the sentiments behind the Santa Clause Rally may appear to be begging-the-question, there is nothing mythical about its results.\nAccording to a recent research note published by Stovall, years following a Santa Claus Rally period with a price increase, experienced an S&P 500 growth rate of 10.3%, higher than the average rate of 9.2% (since 1945).\nJanuary Barometers\nTwo other barometers exist for investors eager to predict the outlook for 2022’s market, both of them involving market performance during the month of January, Stovall wrote. The first five days of January are a great indicator for the rest of the month’s performance.\nA screen displays a stock update on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., December 28, 2021. REUTERS/Andrew Kelly\n“The first five days offer an early warning signal as to how the market will likely perform during the entire month,” Stovall wrote in the CFRA report. “And it has done so with impressive accuracy, being correct two out of every three years for both up and down signals. What’s more, a positive showing for the equity market during the first five days of January improved the likelihood of an annual price increase by 12.8%, as well as an improvement in the FoA to 82%.”\nAnd as the old Wall Street adage goes, ‘So goes January, so goes the year.’ The third indicator, which Stovall dubbed “the January Barometer,” draws a correlation between the performance of the market in January and the succeeding 11 months.\n“Should the S&P 500 go on to record a positive performance in the entire month of January, it has historically enhanced the possibility of a positive full-year performance, as the average annual price gain rose to 15.9% and the FoA (Frequency of Advance) increased to 87%,” the report noted.\nThe biggest conclusion investors should draw from the barometers is that there is significant enough data to presume a causal relationship between the late December/January market performance and the larger year’s performance, Stovall said.\n“Not all of the year’s price gains were concentrated in the first month of the year, as a rise for the S&P 500 in January was followed by an average 11.3% climb for the remaining 11 months of the year, with the market posting an 11-month FoA 83% of the time,” he wrote in the report.\nThough January’s gains appear to set the standard for the rest of the year by setting investor attitudes and expectations, Stovall stressed that these indicators are not guarantees.\n“Investors should always view history as a great guide, but never gospel,” he said. Past performance “gives a pretty strong hint of what might happen, but certainly no guarantee.”\nIn 2022, the market will likely encounter challenges from the ongoing COVID pandemic as well as high inflation and the Federal Reserve’s attempts to control it.\nNEW YORK, USA - DECEMBER 28: A man is getting a Covid-19 test at a Covid-19 testing center next to the Queens Hospital Center as hundreds of residents line up to get Covid-19 test in Queens of New York, United States on December 28, 2021 as Omicron rises around the country. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)More\n“When you think about some of the headwinds that could upset the track record of these different barometers, should they all be triggered,” Stovall said, adding the next COVID variant should be a top concern.\nThe Omicron variant has been the latest strain of the coronavirus to spread throughout all 50 U.S. states. Though recent research suggests that Omicron cases are less severe than previous strains of the virus, it is highly transmissible and has already had an effect on consumer demand insome industries while some remain relatively unaffected.\nSecondly, the Federal Reserve has made it clear that it intends to raise interest rates in response to high inflation. Many economists expect these rate hikes to begin sometime next year.\n“That's a concern because if the Fed is too aggressive raising rates, that could throw the market into a tailspin,” Stovall said. “Also, historically, we have seen PE multiple contraction in a rising interest rate environment.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837155901,"gmtCreate":1629867338903,"gmtModify":1631887528743,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565388060054436","authorIdStr":"3565388060054436"},"themes":[],"htmlText":"like it. ","listText":"like it. ","text":"like it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/837155901","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889223094,"gmtCreate":1631152250918,"gmtModify":1631887528773,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565388060054436","authorIdStr":"3565388060054436"},"themes":[],"htmlText":"is it coming??","listText":"is it coming??","text":"is it coming??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/889223094","repostId":"2166392072","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813799046,"gmtCreate":1630243063185,"gmtModify":1704957388423,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565388060054436","authorIdStr":"3565388060054436"},"themes":[],"htmlText":"wow! good to know!","listText":"wow! good to know!","text":"wow! good to know!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813799046","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li> <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li> <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛,Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度,这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>(纳斯达克:OPEN)自通过特殊目的收购公司(SPAC)合并上市以来,三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中,Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间,市场尚未欣赏Opendoor的成就;该股较高点下跌超过50%。有三个重要线索表明,对于大胆的投资者来说,Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢,由多方处理,包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作,平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念,即房屋的买卖是数字化的,像Opendoor这样的公司直接与卖家合作,为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用,如代理商佣金。然后Opendoor在市场上转售房屋,并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后,竞争对手也开始提供iBuying服务,包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度(买卖数千套房屋需要大量资金)以及房地产市场的价格竞争力,这些公司都在竞相做大。随着公司买卖更多房屋,他们有能力通过利用外包承包商来节省资金来获得更多利润,并且随着交易数量的增加,其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据,Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋,比Zillow多53%,是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时,他们会公开介绍自己的业务,通常包括长期增长预测。大约一年前,即2020年9月,Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示,“……根据我们目前的进展,我们下半年的收入运行率有望超过2023年的目标,比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说,如果Opendoor按照目前的业务水平运营12个月,它将超过2023年预计的98亿美元收入。这是一个被忽视的点,因为如果Opendoor已经比其最初的增长曲线提前了两年,那么到2023年它会在哪里?当然,房地产市场下滑或其他事件可能会扰乱公司的增长速度,但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会?</h3>投资者忽略了这一强劲表现,而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说,经营业绩或收益如何并不重要;几个月来,股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊,而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员,投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期,市场最终可能会好转。当这种情况发生时,股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论,并假设Opendoor在2022年的销售额为100亿美元(换句话说,Opendoor在接下来的一年里停止增长并保持目前的速度),那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3,反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场,也是一个复杂的行业,因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是,如果该公司继续保持这样的表现,它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li> <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li> <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛,Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度,这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>(纳斯达克:OPEN)自通过特殊目的收购公司(SPAC)合并上市以来,三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中,Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间,市场尚未欣赏Opendoor的成就;该股较高点下跌超过50%。有三个重要线索表明,对于大胆的投资者来说,Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢,由多方处理,包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作,平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念,即房屋的买卖是数字化的,像Opendoor这样的公司直接与卖家合作,为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用,如代理商佣金。然后Opendoor在市场上转售房屋,并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后,竞争对手也开始提供iBuying服务,包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度(买卖数千套房屋需要大量资金)以及房地产市场的价格竞争力,这些公司都在竞相做大。随着公司买卖更多房屋,他们有能力通过利用外包承包商来节省资金来获得更多利润,并且随着交易数量的增加,其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据,Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋,比Zillow多53%,是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时,他们会公开介绍自己的业务,通常包括长期增长预测。大约一年前,即2020年9月,Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示,“……根据我们目前的进展,我们下半年的收入运行率有望超过2023年的目标,比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说,如果Opendoor按照目前的业务水平运营12个月,它将超过2023年预计的98亿美元收入。这是一个被忽视的点,因为如果Opendoor已经比其最初的增长曲线提前了两年,那么到2023年它会在哪里?当然,房地产市场下滑或其他事件可能会扰乱公司的增长速度,但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会?</h3>投资者忽略了这一强劲表现,而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说,经营业绩或收益如何并不重要;几个月来,股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊,而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员,投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期,市场最终可能会好转。当这种情况发生时,股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论,并假设Opendoor在2022年的销售额为100亿美元(换句话说,Opendoor在接下来的一年里停止增长并保持目前的速度),那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3,反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场,也是一个复杂的行业,因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是,如果该公司继续保持这样的表现,它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Motley Fool</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":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":829125552,"gmtCreate":1633481945838,"gmtModify":1633481959056,"author":{"id":"3565388060054436","authorId":"3565388060054436","name":"Lulup","avatar":"https://static.tigerbbs.com/5bd91320845c61e8df5d3fb4163d4d92","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565388060054436","authorIdStr":"3565388060054436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yeah!","listText":"<a 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08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些组件的价格上涨,苹果的iPhone 13可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或者那些希望转向基于iOS的产品的用户)应该期待更深入地了解他们的口袋。DigiTimes报道称,由于零部件通胀,苹果的iPhone 13可能会在下个月以更高的价格推出。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是个坏消息,对苹果股票投资者来说可能是个好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,苹果公司可能会成为一个巨大的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>怎么回事?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max机型售价高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高3%至5%,这可能会导致尚未公布的iPhone 13价格出现类似上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能试图提高价格,而不相信这样做不会对新iPhone的需求产生实质性影响。苹果或许有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>引用吉姆·克莱默的话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市最令人担忧的阻力之一是通胀可能侵蚀企业利润率并导致2021-2022年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高的生产成本转嫁给消费者的公司可能会表现出色。这是Mad Money的吉姆·克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时……我想让你问问自己,如果公司提价,你会对提价麻木不仁吗?有哪些公司可以提价而不会激怒你?去买他们的股票。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么涨价也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界真正的运作方式。价格的变化往往会对一些关键变量产生影响,其中最重要的是需求。如果更高的价格不会对售出的单位产生太大影响或根本没有影响,那么这对收入以及最有可能的盈利来说是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一个需要考虑的问题是价格上涨是否完全或仅部分抵消了更高的成本。假设是后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。许多移动部件所呈现的复杂性使得很难确定更昂贵的iPhone未来可能会如何影响苹果的财务报表。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-28 08:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些组件的价格上涨,苹果的iPhone 13可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或者那些希望转向基于iOS的产品的用户)应该期待更深入地了解他们的口袋。DigiTimes报道称,由于零部件通胀,苹果的iPhone 13可能会在下个月以更高的价格推出。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是个坏消息,对苹果股票投资者来说可能是个好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,苹果公司可能会成为一个巨大的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>怎么回事?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max机型售价高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高3%至5%,这可能会导致尚未公布的iPhone 13价格出现类似上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能试图提高价格,而不相信这样做不会对新iPhone的需求产生实质性影响。苹果或许有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>引用吉姆·克莱默的话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市最令人担忧的阻力之一是通胀可能侵蚀企业利润率并导致2021-2022年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高的生产成本转嫁给消费者的公司可能会表现出色。这是Mad Money的吉姆·克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时……我想让你问问自己,如果公司提价,你会对提价麻木不仁吗?有哪些公司可以提价而不会激怒你?去买他们的股票。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么涨价也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界真正的运作方式。价格的变化往往会对一些关键变量产生影响,其中最重要的是需求。如果更高的价格不会对售出的单位产生太大影响或根本没有影响,那么这对收入以及最有可能的盈利来说是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一个需要考虑的问题是价格上涨是否完全或仅部分抵消了更高的成本。假设是后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。许多移动部件所呈现的复杂性使得很难确定更昂贵的iPhone未来可能会如何影响苹果的财务报表。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}