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will88D

will88D

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2021-08-02

$Tesla Motors(TSLA)$let's get to 740!!!

2021-06-28

Ok

US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week<blockquote>美国 IPO 前一周：滴滴在 IPO 第 17 周首次筹集数十亿美元</blockquote>

2021-06-26

L

抱歉，原内容已删除

2021-06-25

Wow

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2021-06-24

Wow

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2021-06-23

M

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2021-06-22

Ok

抱歉，原内容已删除

2021-06-21

W

Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</blockquote>

2021-06-20

Wow

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2021-06-19

Ok

抱歉，原内容已删除

2021-06-18

Ok

抱歉，原内容已删除

2021-06-17

Good

抱歉，原内容已删除

2021-06-16

Ok

Tesla Going Through A "Rather Dry Spell", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</blockquote>

2021-06-15

Nice

Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets<blockquote>四女巫困境：周五 2 万亿美元伽马到期将如何影响市场</blockquote>

2021-06-15

Nice

抱歉，原内容已删除

2021-06-15

Sea

抱歉，原内容已删除

2021-06-15

👍🏻👍🏻

抱歉，原内容已删除

2021-06-15

Gg

Investors and the Fed aren't freaking out about inflation. Should they?<blockquote>投资者和美联储并不担心通货膨胀。他们应该吗？</blockquote>

2021-06-15

Awesome

抱歉，原内容已删除

2021-04-13

$Desktop Metal Inc.(DM)$Any expectations for upcoming earnings?

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href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>let's get to 740!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>let's get to 740!!!","text":"$Tesla Motors(TSLA)$let's get to 740!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804022590","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150636404,"gmtCreate":1624895516408,"gmtModify":1633947295523,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150636404","repostId":"1150095060","repostType":4,"repost":{"id":"1150095060","kind":"news","pubTimestamp":1624874134,"share":"https://www.laohunote.com/m/news/1150095060?lang=zh_CN&edition=full","pubTime":"2021-06-28 17:55","market":"us","language":"en","title":"US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week<blockquote>美国 IPO 前一周：滴滴在 IPO 第 17 周首次筹集数十亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150095060","media":"Renaissance Capital","summary":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant $DiDi Global Inc.$.DiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.Cybersecurity platform $SentinelOne, Inc$","content":"<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant<b>&nbsp;<a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a>.</b></p><p><blockquote>由期待已久的中国打车巨头牵头，本周将有 17 家 IPO 预计筹集 91 亿美元<b> <a href=\"https://laohu8.com/S/DIDI\">滴滴全球公司。</a>.</b></blockquote></p><p> <b>DiDi</b>&nbsp;plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.</p><p><blockquote><b>滴滴</b>计划以 675 亿美元的市值筹集 39 亿美元。滴滴是中国占主导地位的打车应用，在 4000 个城镇拥有 1500 万司机。随着业务在大流行后复苏，这家未盈利的公司在2021年第一季度的收入增加了一倍多。新老投资者打算购买 13 亿美元的 IPO。</blockquote></p><p> Cybersecurity platform&nbsp;<b><a href=\"https://laohu8.com/S/S\">SentinelOne, Inc</a></b> plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.</p><p><blockquote>网络安全平台<b><a href=\"https://laohu8.com/S/S\">哨兵龙公司</a></b>计划以82亿美元的市值筹集8.8亿美元。SentinelOne的Singularity平台是一个人工智能驱动的扩展检测和响应平台，可以接收、关联和查询PB级的结构化和非结构化数据，以提供自主网络安全防御。该公司快速增长且无利可图，截至 2021 年 4 月 30 日，该公司拥有超过 4,700 名客户，高于一年前的 2,700 名。</blockquote></p><p> Turkish e-commerce platform&nbsp;<b>D-MARKET Electronic Services &amp; Trading</b>(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.</p><p><blockquote>土耳其电子商务平台<b>D-MARKET 电子服务与交易</b>(HEPS) 计划以 39 亿美元的市值筹集 6.81 亿美元。该公司以Hepsiburada的名义运营，2020年连接了3300万会员、900万活跃客户和约4.5万活跃商户。该公司发展迅速，但2021年第一季度的 EBITDA 为负值。</blockquote></p><p> Doughnut brand&nbsp;<a href=\"https://laohu8.com/S/DNUT\"><b>Krispy Kreme, Inc.</a> </b>plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.</p><p><blockquote>甜甜圈品牌<a href=\"https://laohu8.com/S/DNUT\"><b>克里斯皮奶油公司。</b></a>计划以38亿美元的市值筹集6亿美元。Krispy Kreme是一家全渠道企业，通过甜甜圈店网络、与零售商的合作伙伴关系以及电子商务和送货业务运营。该公司拥有悠久的业绩记录和强大的品牌知名度，尽管其增长战略尚未得到证实。</blockquote></p><p> Legal solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com, Inc</a> </b>plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.</p><p><blockquote>法律解决方案提供商<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com公司</a></b>计划以53亿美元的市值筹集4.88亿美元。LegalZoom表示，它是法律和合规解决方案的领先在线平台，声称2020年美国10%的新有限责任公司和5%的新公司是通过LegalZoom成立的。该公司在2021年第一季度的EBITDA基础上盈利，业务遍及美国所有50个州和3,000多个县。</blockquote></p><p> Identity verification platform&nbsp;<b><a href=\"https://laohu8.com/S/YOU\">Clear Secure, Inc.</a></b> plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.</p><p><blockquote>身份验证平台<b><a href=\"https://laohu8.com/S/YOU\">清晰安全公司。</a></b>计划以 41 亿美元的市值筹集 3.76 亿美元。Clear Secure的安全身份平台用于自动化身份验证过程，主要产品包括消费者航空订阅服务Clear Plus和两个移动应用程序。截至2021年5月31日，Clear Secure的网络包括38个机场、26个体育和娱乐合作伙伴以及67个支持健康通行证的合作伙伴。</blockquote></p><p> Chinese grocery delivery platform&nbsp;<b><a href=\"https://laohu8.com/S/DDL\">Dingdong (Cayman) Limited</a> </b>plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.</p><p><blockquote>中国杂货配送平台<b><a href=\"https://laohu8.com/S/DDL\">叮咚（开曼）有限公司</a></b>计划以 60 亿美元的市值筹集 3.43 亿美元。以生鲜杂货为核心产品类别，叮咚自称是中国发展最快的按需电商公司。该公司未盈利但呈爆炸式增长，2020年按GMV计算，该公司在按需电子商务市场的份额为10%。</blockquote></p><p> SaaS solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce Inc.</a></b> plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness &amp; Wellness Services.</p><p><blockquote>SaaS解决方案提供商<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce公司。</a></b>计划以34亿美元的市值筹集3.25亿美元。EverCommerce是为基于服务的中小型企业提供集成、垂直定制的SaaS解决方案的领先提供商。该公司在三个核心垂直领域为超过500,000名客户提供服务：家庭服务、健康服务以及健身和健康服务。</blockquote></p><p> Software provider&nbsp;<b><a href=\"https://laohu8.com/S/INTA\">Intapp, Inc.</a> </b>plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.</p><p><blockquote>软件提供商<b><a href=\"https://laohu8.com/S/INTA\">因塔普公司。</a></b>计划以 19 亿美元的市值筹集 2.78 亿美元。Intapp为全球专业和金融服务行业提供特定于行业的、基于云的软件解决方案。截至 2021 年 3 月 31 日，该公司拥有 1,600 多家客户，目前有 20 多家客户的合同金额超过 100 万美元。</blockquote></p><p> Online manufacturing marketplace&nbsp;<b><a href=\"https://laohu8.com/S/XMTR\">Xometry, Inc.</a></b> plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.</p><p><blockquote>在线制造市场<b><a href=\"https://laohu8.com/S/XMTR\">Xometry公司。</a></b>计划以 19 亿美元的市值筹集 2.75 亿美元。Xometry 表示，它是按需制造的领先人工智能市场。其买家包括从自筹资金的初创企业到财富100强公司的企业。自成立以来，已通过 Xometry 平台制造了超过 600 万个零件。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/IAS\">Integral Ad Science Holding LLC</a> </b>plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.</p><p><blockquote><b><a href=\"https://laohu8.com/S/IAS\">综合广告科学控股有限责任公司</a></b>计划以 25 亿美元的市值筹集 2.4 亿美元。该公司的技术提供的指标旨在验证数字广告是否提供给真实的人，是否可以在屏幕上看到，是否出现在品牌安全和合适的环境中，出现在正确的地理位置。截至 2021 年 3 月 31 日，Integral Ad Science 以息税前利润为基础，为 2,000 多名客户提供服务。</blockquote></p><p></p><p> Plus-sized women’s apparel brand&nbsp;<b><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a> </b>plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.</p><p><blockquote>大码女装品牌<b><a href=\"https://laohu8.com/S/CURV\">托里德控股</a></b>计划以 21 亿美元的市值筹集 1.56 亿美元。按净销售额计算，Torrid是北美最大的直接面向消费者的女式大码服装和内衣品牌。这家盈利的公司通过实体店及其电子商务平台直接向消费者进行营销，这占截至 2021 年 5 月 1 日 12 个月销售额的大部分。</blockquote></p><p> Alzheimer’s biotech&nbsp;<b><a href=\"https://laohu8.com/S/ABOS\">Acumen Pharmaceuticals, Inc.</a></b> plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.</p><p><blockquote>阿尔茨海默病生物技术<b><a href=\"https://laohu8.com/S/ABOS\">敏锐制药公司。</a></b>计划以 6.07 亿美元的市值筹集 1.25 亿美元。该公司的主要候选药物 ACU193 是一种选择性靶向淀粉样蛋白 β 寡聚体的人源化单克隆抗体。ACU193在2021年第二季度针对轻度痴呆或AD导致的认知障碍患者进行了1期试验，数据预计将于2022年底公布。</blockquote></p><p> Digital financial services provider&nbsp;<b>AMTD Digital</b>(<a href=\"https://laohu8.com/S/HKD\">$(HKD)$</a>) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p><p><blockquote>数字金融服务提供商<b>尚乘数码</b>(<a href=\"https://laohu8.com/S/HKD\">$(港元)$</a>) 计划以 14 亿美元的市值筹集 1.2 亿美元。尚乘数字表示，它是尚乘蜘蛛网生态系统核心的“聚变反应堆”，在亚洲运营着一个全面的数字解决方案平台。该公司实现了爆炸式增长，盈利能力主要来自两项业务的费用和佣金。</blockquote></p><p> Drug formulation developer&nbsp;<b>Aerovate Therapeutics</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.</p><p><blockquote>药物制剂开发商<b>Aerovate疗法</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) 计划以 3.25 亿美元的市值筹集 1 亿美元。Aerovate 最初的重点是推进 AV-101，这是一种伊马替尼的干粉吸入制剂，用于治疗肺动脉高压 (PAH)。该公司已经在健康志愿者中完成了一项1期研究，并预计在2H21开始在PAH患者中进行2b/3期试验。</blockquote></p><p> Neuromodulation device provider<b>&nbsp;<a href=\"https://laohu8.com/S/CVRX\">CVRx Inc</a> </b>plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.</p><p><blockquote>神经调节装置提供者<b> <a href=\"https://laohu8.com/S/CVRX\">CVRx公司</a></b>计划以 3.33 亿美元的市值筹集 1 亿美元。CVRx在其专有的BAROSTIM平台上制造和销售其微创神经调节解决方案。该公司表示，其 BAROSTEM NEO 产品是第一个也是唯一一个商业化的神经调节设备，可改善射血分数降低的心力衰竭患者的症状。</blockquote></p><p> Belgium-listed&nbsp;<b>Nyxoah</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.</p><p><blockquote>比利时上市<b>尼克索阿</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>）计划以 8.03 亿美元的市值筹集 8700 万美元。Nyxoah的主导产品是Genio系统，这是一种带有CE标志的微创舌下神经刺激疗法，用于治疗阻塞性睡眠呼吸暂停。该公司于2020年7月开始从欧洲的Genio获得收入，目前正在进行一项旨在支持美国营销授权的关键试验。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58f28d5f7f3b8e686c0bd006c2968b99\" tg-width=\"1131\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/508f1118f1d92b2b76391bc3610bd6c4\" tg-width=\"1131\" tg-height=\"657\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ed04cd42fa30b460fcf67e07efa6ddc7\" tg-width=\"1130\" tg-height=\"166\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&amp;P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月24日，文艺复兴IPO指数年初至今上涨2.7%，而标普500上涨13.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 1.5%，而 ACWX 指数上涨 10.3%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week<blockquote>美国 IPO 前一周：滴滴在 IPO 第 17 周首次筹集数十亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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\">\nUS IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week<blockquote>美国 IPO 前一周：滴滴在 IPO 第 17 周首次筹集数十亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-28 17:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant<b>&nbsp;<a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a>.</b></p><p><blockquote>由期待已久的中国打车巨头牵头，本周将有 17 家 IPO 预计筹集 91 亿美元<b> <a href=\"https://laohu8.com/S/DIDI\">滴滴全球公司。</a>.</b></blockquote></p><p> <b>DiDi</b>&nbsp;plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.</p><p><blockquote><b>滴滴</b>计划以 675 亿美元的市值筹集 39 亿美元。滴滴是中国占主导地位的打车应用，在 4000 个城镇拥有 1500 万司机。随着业务在大流行后复苏，这家未盈利的公司在2021年第一季度的收入增加了一倍多。新老投资者打算购买 13 亿美元的 IPO。</blockquote></p><p> Cybersecurity platform&nbsp;<b><a href=\"https://laohu8.com/S/S\">SentinelOne, Inc</a></b> plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.</p><p><blockquote>网络安全平台<b><a href=\"https://laohu8.com/S/S\">哨兵龙公司</a></b>计划以82亿美元的市值筹集8.8亿美元。SentinelOne的Singularity平台是一个人工智能驱动的扩展检测和响应平台，可以接收、关联和查询PB级的结构化和非结构化数据，以提供自主网络安全防御。该公司快速增长且无利可图，截至 2021 年 4 月 30 日，该公司拥有超过 4,700 名客户，高于一年前的 2,700 名。</blockquote></p><p> Turkish e-commerce platform&nbsp;<b>D-MARKET Electronic Services &amp; Trading</b>(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.</p><p><blockquote>土耳其电子商务平台<b>D-MARKET 电子服务与交易</b>(HEPS) 计划以 39 亿美元的市值筹集 6.81 亿美元。该公司以Hepsiburada的名义运营，2020年连接了3300万会员、900万活跃客户和约4.5万活跃商户。该公司发展迅速，但2021年第一季度的 EBITDA 为负值。</blockquote></p><p> Doughnut brand&nbsp;<a href=\"https://laohu8.com/S/DNUT\"><b>Krispy Kreme, Inc.</a> </b>plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.</p><p><blockquote>甜甜圈品牌<a href=\"https://laohu8.com/S/DNUT\"><b>克里斯皮奶油公司。</b></a>计划以38亿美元的市值筹集6亿美元。Krispy Kreme是一家全渠道企业，通过甜甜圈店网络、与零售商的合作伙伴关系以及电子商务和送货业务运营。该公司拥有悠久的业绩记录和强大的品牌知名度，尽管其增长战略尚未得到证实。</blockquote></p><p> Legal solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com, Inc</a> </b>plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.</p><p><blockquote>法律解决方案提供商<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com公司</a></b>计划以53亿美元的市值筹集4.88亿美元。LegalZoom表示，它是法律和合规解决方案的领先在线平台，声称2020年美国10%的新有限责任公司和5%的新公司是通过LegalZoom成立的。该公司在2021年第一季度的EBITDA基础上盈利，业务遍及美国所有50个州和3,000多个县。</blockquote></p><p> Identity verification platform&nbsp;<b><a href=\"https://laohu8.com/S/YOU\">Clear Secure, Inc.</a></b> plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.</p><p><blockquote>身份验证平台<b><a href=\"https://laohu8.com/S/YOU\">清晰安全公司。</a></b>计划以 41 亿美元的市值筹集 3.76 亿美元。Clear Secure的安全身份平台用于自动化身份验证过程，主要产品包括消费者航空订阅服务Clear Plus和两个移动应用程序。截至2021年5月31日，Clear Secure的网络包括38个机场、26个体育和娱乐合作伙伴以及67个支持健康通行证的合作伙伴。</blockquote></p><p> Chinese grocery delivery platform&nbsp;<b><a href=\"https://laohu8.com/S/DDL\">Dingdong (Cayman) Limited</a> </b>plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.</p><p><blockquote>中国杂货配送平台<b><a href=\"https://laohu8.com/S/DDL\">叮咚（开曼）有限公司</a></b>计划以 60 亿美元的市值筹集 3.43 亿美元。以生鲜杂货为核心产品类别，叮咚自称是中国发展最快的按需电商公司。该公司未盈利但呈爆炸式增长，2020年按GMV计算，该公司在按需电子商务市场的份额为10%。</blockquote></p><p> SaaS solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce Inc.</a></b> plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness &amp; Wellness Services.</p><p><blockquote>SaaS解决方案提供商<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce公司。</a></b>计划以34亿美元的市值筹集3.25亿美元。EverCommerce是为基于服务的中小型企业提供集成、垂直定制的SaaS解决方案的领先提供商。该公司在三个核心垂直领域为超过500,000名客户提供服务：家庭服务、健康服务以及健身和健康服务。</blockquote></p><p> Software provider&nbsp;<b><a href=\"https://laohu8.com/S/INTA\">Intapp, Inc.</a> </b>plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.</p><p><blockquote>软件提供商<b><a href=\"https://laohu8.com/S/INTA\">因塔普公司。</a></b>计划以 19 亿美元的市值筹集 2.78 亿美元。Intapp为全球专业和金融服务行业提供特定于行业的、基于云的软件解决方案。截至 2021 年 3 月 31 日，该公司拥有 1,600 多家客户，目前有 20 多家客户的合同金额超过 100 万美元。</blockquote></p><p> Online manufacturing marketplace&nbsp;<b><a href=\"https://laohu8.com/S/XMTR\">Xometry, Inc.</a></b> plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.</p><p><blockquote>在线制造市场<b><a href=\"https://laohu8.com/S/XMTR\">Xometry公司。</a></b>计划以 19 亿美元的市值筹集 2.75 亿美元。Xometry 表示，它是按需制造的领先人工智能市场。其买家包括从自筹资金的初创企业到财富100强公司的企业。自成立以来，已通过 Xometry 平台制造了超过 600 万个零件。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/IAS\">Integral Ad Science Holding LLC</a> </b>plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.</p><p><blockquote><b><a href=\"https://laohu8.com/S/IAS\">综合广告科学控股有限责任公司</a></b>计划以 25 亿美元的市值筹集 2.4 亿美元。该公司的技术提供的指标旨在验证数字广告是否提供给真实的人，是否可以在屏幕上看到，是否出现在品牌安全和合适的环境中，出现在正确的地理位置。截至 2021 年 3 月 31 日，Integral Ad Science 以息税前利润为基础，为 2,000 多名客户提供服务。</blockquote></p><p></p><p> Plus-sized women’s apparel brand&nbsp;<b><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a> </b>plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.</p><p><blockquote>大码女装品牌<b><a href=\"https://laohu8.com/S/CURV\">托里德控股</a></b>计划以 21 亿美元的市值筹集 1.56 亿美元。按净销售额计算，Torrid是北美最大的直接面向消费者的女式大码服装和内衣品牌。这家盈利的公司通过实体店及其电子商务平台直接向消费者进行营销，这占截至 2021 年 5 月 1 日 12 个月销售额的大部分。</blockquote></p><p> Alzheimer’s biotech&nbsp;<b><a href=\"https://laohu8.com/S/ABOS\">Acumen Pharmaceuticals, Inc.</a></b> plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.</p><p><blockquote>阿尔茨海默病生物技术<b><a href=\"https://laohu8.com/S/ABOS\">敏锐制药公司。</a></b>计划以 6.07 亿美元的市值筹集 1.25 亿美元。该公司的主要候选药物 ACU193 是一种选择性靶向淀粉样蛋白 β 寡聚体的人源化单克隆抗体。ACU193在2021年第二季度针对轻度痴呆或AD导致的认知障碍患者进行了1期试验，数据预计将于2022年底公布。</blockquote></p><p> Digital financial services provider&nbsp;<b>AMTD Digital</b>(<a href=\"https://laohu8.com/S/HKD\">$(HKD)$</a>) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p><p><blockquote>数字金融服务提供商<b>尚乘数码</b>(<a href=\"https://laohu8.com/S/HKD\">$(港元)$</a>) 计划以 14 亿美元的市值筹集 1.2 亿美元。尚乘数字表示，它是尚乘蜘蛛网生态系统核心的“聚变反应堆”，在亚洲运营着一个全面的数字解决方案平台。该公司实现了爆炸式增长，盈利能力主要来自两项业务的费用和佣金。</blockquote></p><p> Drug formulation developer&nbsp;<b>Aerovate Therapeutics</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.</p><p><blockquote>药物制剂开发商<b>Aerovate疗法</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) 计划以 3.25 亿美元的市值筹集 1 亿美元。Aerovate 最初的重点是推进 AV-101，这是一种伊马替尼的干粉吸入制剂，用于治疗肺动脉高压 (PAH)。该公司已经在健康志愿者中完成了一项1期研究，并预计在2H21开始在PAH患者中进行2b/3期试验。</blockquote></p><p> Neuromodulation device provider<b>&nbsp;<a href=\"https://laohu8.com/S/CVRX\">CVRx Inc</a> </b>plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.</p><p><blockquote>神经调节装置提供者<b> <a href=\"https://laohu8.com/S/CVRX\">CVRx公司</a></b>计划以 3.33 亿美元的市值筹集 1 亿美元。CVRx在其专有的BAROSTIM平台上制造和销售其微创神经调节解决方案。该公司表示，其 BAROSTEM NEO 产品是第一个也是唯一一个商业化的神经调节设备，可改善射血分数降低的心力衰竭患者的症状。</blockquote></p><p> Belgium-listed&nbsp;<b>Nyxoah</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.</p><p><blockquote>比利时上市<b>尼克索阿</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>）计划以 8.03 亿美元的市值筹集 8700 万美元。Nyxoah的主导产品是Genio系统，这是一种带有CE标志的微创舌下神经刺激疗法，用于治疗阻塞性睡眠呼吸暂停。该公司于2020年7月开始从欧洲的Genio获得收入，目前正在进行一项旨在支持美国营销授权的关键试验。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58f28d5f7f3b8e686c0bd006c2968b99\" tg-width=\"1131\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/508f1118f1d92b2b76391bc3610bd6c4\" tg-width=\"1131\" tg-height=\"657\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ed04cd42fa30b460fcf67e07efa6ddc7\" tg-width=\"1130\" tg-height=\"166\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&amp;P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月24日，文艺复兴IPO指数年初至今上涨2.7%，而标普500上涨13.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 1.5%，而 ACWX 指数上涨 10.3%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CURV":"Torrid Holdings","HEPS":"D-MARKET Electronic Services & Trading","INTA":"Intapp, Inc.","YOU":"Clear Secure, Inc.","CVRX":"CVRx, Inc.","XMTR":"Xometry, Inc.","DIDI":"滴滴(已退市)","DDL":"叮咚买菜","LZ":"LegalZoom.com, Inc","S":"SentinelOne, Inc","ABOS":"Acumen Pharmaceuticals, Inc.","DNUT":"Krispy Kreme, Inc.","EVCM":"EverCommerce Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150095060","content_text":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant DiDi Global Inc..\nDiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.\nCybersecurity platform SentinelOne, Inc plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.\nTurkish e-commerce platform D-MARKET Electronic Services & Trading(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.\nDoughnut brand Krispy Kreme, Inc. plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.\nLegal solutions provider LegalZoom.com, Inc plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.\nIdentity verification platform Clear Secure, Inc. plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.\nChinese grocery delivery platform Dingdong (Cayman) Limited plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.\nSaaS solutions provider EverCommerce Inc. plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness & Wellness Services.\nSoftware provider Intapp, Inc. plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.\nOnline manufacturing marketplace Xometry, Inc. plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.\nIntegral Ad Science Holding LLC plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.\nPlus-sized women’s apparel brand Torrid Holdings plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.\nAlzheimer’s biotech Acumen Pharmaceuticals, Inc. plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.\nDigital financial services provider AMTD Digital($(HKD)$) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nDrug formulation developer Aerovate Therapeutics($(AVTE)$) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.\nNeuromodulation device provider CVRx Inc plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.\nBelgium-listed Nyxoah($(NYXH)$) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"CVRX":0.9,"DNUT":0.9,"HKIB":0.9,"LZ":0.9,"EVCM":0.9,"S":0.9,"DIDI":0.9,"HEPS":0.9,"ABOS":0.9,"INTA":0.9,"XMTR":0.9,"IAS":0.9,"DDL":0.9,"CURV":0.9,"YOU":0.9}},"isVote":1,"tweetType":1,"viewCount":3147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125301283,"gmtCreate":1624646173442,"gmtModify":1633950107124,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125301283","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":3625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126707397,"gmtCreate":1624583661419,"gmtModify":1633950962249,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126707397","repostId":"2146023477","repostType":4,"isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121400679,"gmtCreate":1624486722791,"gmtModify":1634005561760,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121400679","repostId":"2145531099","repostType":4,"isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129773343,"gmtCreate":1624401122482,"gmtModify":1634006824446,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"M","listText":"M","text":"M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129773343","repostId":"1156381928","repostType":4,"isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120997066,"gmtCreate":1624291296355,"gmtModify":1634008266980,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120997066","repostId":"2145084835","repostType":4,"isVote":1,"tweetType":1,"viewCount":4713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164592679,"gmtCreate":1624227037491,"gmtModify":1634009401971,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"W","listText":"W","text":"W","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164592679","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","kind":"news","pubTimestamp":1624028454,"share":"https://www.laohunote.com/m/news/1119296361?lang=zh_CN&edition=full","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p><p><blockquote>美联储发布 6 月份货币政策声明时，银行股上涨，该声明指出加息时间早于预期。周四，他们是市场上最大的输家之一。</blockquote></p><p> There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p><p><blockquote>这是有充分理由的。银行通常通过短期借款和长期借出来赚钱，并从利差中获利。当长期利率上升速度快于短期利率时，银行利润率通常会改善，而当发生相反情况时，利润就会恶化。</blockquote></p><p> After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p><p><blockquote>周三的会议结束后，10 年期国债收益率大幅反弹，上涨 0.071%，至 1.569%，而两年期国债收益率上涨 0.038 个百分点，至 0.203%，两者之间的利差为 1.366 个百分点。这种扩大使得金融业，特别是银行股，成为少数几个对美联储周三的声明做出积极反应的行业之一。PDR S&amp;P Bank ETF (KBE) 上涨 0.9%，摩根大通 (JPM) 上涨 0.7%，尽管标准普尔 500 指数下跌 0.5%，道琼斯工业平均指数下跌 0.8%，纳斯达克综合指数下跌 0.2%</blockquote></p><p> The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p><p><blockquote>然而，市场已经改变了主意。10年期收益率已降至1.498%，而两年期收益率已升至0.238%，差距为1.26个百分点。所谓的收益率曲线变平对于银行等对利率敏感的行业来说是个坏消息。SPDR S&amp;P Bank ETF 周四下跌 4.5%，周五盘前交易中下跌 1%。摩根大通周四下跌2.9%，周五下跌约1%。周五标普500期货下跌0.6%，道琼斯指数期货下跌0.8%。纳斯达克综合指数期货下跌 0.4%。</blockquote></p><p> Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p><p><blockquote>为什么要背离市场？要想让收益率持续上升，经济需要表现出正在快速复苏。否则，投资者将押注美国在2008年金融危机后经历的缓慢增长会重演。Evercore ISI 策略师丹尼斯·德布舍尔 (Dennis DeBusschere) 表示，由于周四申请失业救济人数大幅下降，并在六周下降后首次出现上升，市场决定关注后者，而不是前者。“他写道：”与之前所有人的想法相比，经济前景面临的风险是急剧转向鹰派，同时劳动力市场并不像美联储假设的那样强劲。</blockquote></p><p> Until that changes, it will be hard for bank stocks to bounce back.</p><p><blockquote>在这种情况改变之前，银行股将很难反弹。</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>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-18 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p><p><blockquote>美联储发布 6 月份货币政策声明时，银行股上涨，该声明指出加息时间早于预期。周四，他们是市场上最大的输家之一。</blockquote></p><p> There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p><p><blockquote>这是有充分理由的。银行通常通过短期借款和长期借出来赚钱，并从利差中获利。当长期利率上升速度快于短期利率时，银行利润率通常会改善，而当发生相反情况时，利润就会恶化。</blockquote></p><p> After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p><p><blockquote>周三的会议结束后，10 年期国债收益率大幅反弹，上涨 0.071%，至 1.569%，而两年期国债收益率上涨 0.038 个百分点，至 0.203%，两者之间的利差为 1.366 个百分点。这种扩大使得金融业，特别是银行股，成为少数几个对美联储周三的声明做出积极反应的行业之一。PDR S&amp;P Bank ETF (KBE) 上涨 0.9%，摩根大通 (JPM) 上涨 0.7%，尽管标准普尔 500 指数下跌 0.5%，道琼斯工业平均指数下跌 0.8%，纳斯达克综合指数下跌 0.2%</blockquote></p><p> The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p><p><blockquote>然而，市场已经改变了主意。10年期收益率已降至1.498%，而两年期收益率已升至0.238%，差距为1.26个百分点。所谓的收益率曲线变平对于银行等对利率敏感的行业来说是个坏消息。SPDR S&amp;P Bank ETF 周四下跌 4.5%，周五盘前交易中下跌 1%。摩根大通周四下跌2.9%，周五下跌约1%。周五标普500期货下跌0.6%，道琼斯指数期货下跌0.8%。纳斯达克综合指数期货下跌 0.4%。</blockquote></p><p> Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p><p><blockquote>为什么要背离市场？要想让收益率持续上升，经济需要表现出正在快速复苏。否则，投资者将押注美国在2008年金融危机后经历的缓慢增长会重演。Evercore ISI 策略师丹尼斯·德布舍尔 (Dennis DeBusschere) 表示，由于周四申请失业救济人数大幅下降，并在六周下降后首次出现上升，市场决定关注后者，而不是前者。“他写道：”与之前所有人的想法相比，经济前景面临的风险是急剧转向鹰派，同时劳动力市场并不像美联储假设的那样强劲。</blockquote></p><p> Until that changes, it will be hard for bank stocks to bounce back.</p><p><blockquote>在这种情况改变之前，银行股将很难反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">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":{"BAC":"美国银行","JPM":"摩根大通","WFC":"富国银行","GS":"高盛","C":"花旗","MS":"摩根士丹利"},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1,"symbols_score_info":{"MS":0.9,"WFC":0.9,"BAC":0.9,"GS":0.9,"JPM":0.9,"C":0.9}},"isVote":1,"tweetType":1,"viewCount":3707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164869343,"gmtCreate":1624192726482,"gmtModify":1634009629787,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164869343","repostId":"1103331073","repostType":4,"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165894110,"gmtCreate":1624113660530,"gmtModify":1634010589337,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165894110","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168155438,"gmtCreate":1623968165924,"gmtModify":1634025213519,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168155438","repostId":"1108846547","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163634748,"gmtCreate":1623882101784,"gmtModify":1634026655041,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163634748","repostId":"1137784542","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160616829,"gmtCreate":1623794618861,"gmtModify":1634028246869,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160616829","repostId":"1179958588","repostType":4,"repost":{"id":"1179958588","kind":"news","pubTimestamp":1623766192,"share":"https://www.laohunote.com/m/news/1179958588?lang=zh_CN&edition=full","pubTime":"2021-06-15 22:09","market":"us","language":"en","title":"Tesla Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179958588","media":"zerohedge","summary":"In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the sa","content":"<p>In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.</p><p><blockquote>在大多数方面，摩根士丹利的 Adam Jonas 对特斯拉的最新评论大同小异。</blockquote></p><p> You've got your bona fide comedy, as Jonas starts his note&nbsp;by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for&nbsp;the stock,\" before defending his $900 price target on the name...</p><p><blockquote>乔纳斯在笔记的开头说 “让我们从健康的知识诚实开始，作为股票的起点”，然后为他900美元的目标价辩护....</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9cc9bfba9fba1bf3593b4b6f4e20dbf\" tg-width=\"500\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> You've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...</p><p><blockquote>你已经得到了你的“天上掉馅饼”式的对SaaS收入流的崇高估计，这个估计并不存在，而且该公司可能甚至没有基础设施……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e525d8ff30b02cefbdc8daecdcfcca7b\" tg-width=\"500\" tg-height=\"246\" referrerpolicy=\"no-referrer\">You've got your insane valuation for Tesla's insurance business...</p><p><blockquote>你对特斯拉的保险业务有了疯狂的估值……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67267c0686d45416d0cb73fda3e253c7\" tg-width=\"516\" tg-height=\"648\" referrerpolicy=\"no-referrer\">...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.</p><p><blockquote>......最后，你宣布特斯拉将超额完成自主制作。你知道，因为该公司过去非常擅长处理时间表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7526beef593477f8a494eac3cd07e6f\" tg-width=\"500\" tg-height=\"97\"></p><p><blockquote></blockquote></p><p> All told, it was a pretty standard Adam Jonas ticker tape parade for the company.</p><p><blockquote>总而言之，对于该公司来说，这是一个非常标准的亚当·乔纳斯股票代码磁带游行。</blockquote></p><p> But tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.<b>Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".</b></p><p><blockquote>但在乔纳斯的笔记只能被描述为“无尽的乐观”中，隐藏着分析师提出的一个有趣的观点。<b>也就是说，他似乎暗示首席执行官埃隆·马斯克最近对比特币的痴迷表明特斯拉的基础业务可能正在经历一段“干旱期”。</b></blockquote></p><p> <b>\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?</b>\" Jonas asks toward the beginning of his note.</p><p><blockquote><b>“在过去的几个月里，特斯拉的新客户兴趣主要集中在中国的销售/生产数据和埃隆-马斯克（Elon Musk）关于比特币的推文上。特斯拉-比特币热是否能告诉我们特斯拉情绪的平静？</b>乔纳斯在笔记的开头问道。</blockquote></p><p> He continues:<b>\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.</b>In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"</p><p><blockquote>他继续说道：<b>“你要知道，对于特斯拉来说，这是一个相当枯燥的时期，因为比特币是主要的新故事，也是投资者日复一日讨论的主要推动力。</b>在我们看来，比'解码'特斯拉与比特币的关系更有趣的是，该公司在可再生能源、存储网络和交通运输等其他技术和商业进步领域的发展和新闻实际上是一个'真空'。”</blockquote></p><p> He begrudgingly concludes&nbsp;about Tesla's underwhelming Model S Plaid unveil: \"<b>Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"</b></p><p><blockquote>他不情愿地总结了特斯拉平淡无奇的 Model S Plaid 亮相：“<b>是的，Model S Plaid 的发布很有趣，但推动公司前进的下一个'大'发展在哪里？”</b></blockquote></p><p> The lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.</p><p><blockquote>今天早上早些时候，CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla) 指出了这一点，这些台词甚至引起了 CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ec9ba5f7279aee4c62994fd1495bdcec\" tg-width=\"507\" tg-height=\"530\">It's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...</p><p><blockquote>有趣的是，乔纳斯的这种程度似乎只是困惑和疲惫。但对于购买特斯拉股票的“老练投资者”来说，这是否会引人注目仍然是另一个问题……</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>Tesla Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-15 22:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.</p><p><blockquote>在大多数方面，摩根士丹利的 Adam Jonas 对特斯拉的最新评论大同小异。</blockquote></p><p> You've got your bona fide comedy, as Jonas starts his note&nbsp;by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for&nbsp;the stock,\" before defending his $900 price target on the name...</p><p><blockquote>乔纳斯在笔记的开头说 “让我们从健康的知识诚实开始，作为股票的起点”，然后为他900美元的目标价辩护....</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9cc9bfba9fba1bf3593b4b6f4e20dbf\" tg-width=\"500\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> You've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...</p><p><blockquote>你已经得到了你的“天上掉馅饼”式的对SaaS收入流的崇高估计，这个估计并不存在，而且该公司可能甚至没有基础设施……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e525d8ff30b02cefbdc8daecdcfcca7b\" tg-width=\"500\" tg-height=\"246\" referrerpolicy=\"no-referrer\">You've got your insane valuation for Tesla's insurance business...</p><p><blockquote>你对特斯拉的保险业务有了疯狂的估值……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67267c0686d45416d0cb73fda3e253c7\" tg-width=\"516\" tg-height=\"648\" referrerpolicy=\"no-referrer\">...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.</p><p><blockquote>......最后，你宣布特斯拉将超额完成自主制作。你知道，因为该公司过去非常擅长处理时间表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7526beef593477f8a494eac3cd07e6f\" tg-width=\"500\" tg-height=\"97\"></p><p><blockquote></blockquote></p><p> All told, it was a pretty standard Adam Jonas ticker tape parade for the company.</p><p><blockquote>总而言之，对于该公司来说，这是一个非常标准的亚当·乔纳斯股票代码磁带游行。</blockquote></p><p> But tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.<b>Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".</b></p><p><blockquote>但在乔纳斯的笔记只能被描述为“无尽的乐观”中，隐藏着分析师提出的一个有趣的观点。<b>也就是说，他似乎暗示首席执行官埃隆·马斯克最近对比特币的痴迷表明特斯拉的基础业务可能正在经历一段“干旱期”。</b></blockquote></p><p> <b>\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?</b>\" Jonas asks toward the beginning of his note.</p><p><blockquote><b>“在过去的几个月里，特斯拉的新客户兴趣主要集中在中国的销售/生产数据和埃隆-马斯克（Elon Musk）关于比特币的推文上。特斯拉-比特币热是否能告诉我们特斯拉情绪的平静？</b>乔纳斯在笔记的开头问道。</blockquote></p><p> He continues:<b>\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.</b>In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"</p><p><blockquote>他继续说道：<b>“你要知道，对于特斯拉来说，这是一个相当枯燥的时期，因为比特币是主要的新故事，也是投资者日复一日讨论的主要推动力。</b>在我们看来，比'解码'特斯拉与比特币的关系更有趣的是，该公司在可再生能源、存储网络和交通运输等其他技术和商业进步领域的发展和新闻实际上是一个'真空'。”</blockquote></p><p> He begrudgingly concludes&nbsp;about Tesla's underwhelming Model S Plaid unveil: \"<b>Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"</b></p><p><blockquote>他不情愿地总结了特斯拉平淡无奇的 Model S Plaid 亮相：“<b>是的，Model S Plaid 的发布很有趣，但推动公司前进的下一个'大'发展在哪里？”</b></blockquote></p><p> The lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.</p><p><blockquote>今天早上早些时候，CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla) 指出了这一点，这些台词甚至引起了 CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ec9ba5f7279aee4c62994fd1495bdcec\" tg-width=\"507\" tg-height=\"530\">It's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...</p><p><blockquote>有趣的是，乔纳斯的这种程度似乎只是困惑和疲惫。但对于购买特斯拉股票的“老练投资者”来说，这是否会引人注目仍然是另一个问题……</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/tesla-going-through-rather-dry-spell-says-morgan-stanleys-adam-jonas\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/tesla-going-through-rather-dry-spell-says-morgan-stanleys-adam-jonas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179958588","content_text":"In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.\nYou've got your bona fide comedy, as Jonas starts his note by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,\" before defending his $900 price target on the name...\n\nYou've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...\nYou've got your insane valuation for Tesla's insurance business...\n...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.\n\nAll told, it was a pretty standard Adam Jonas ticker tape parade for the company.\nBut tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".\n\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?\" Jonas asks toward the beginning of his note.\nHe continues:\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"\nHe begrudgingly concludes about Tesla's underwhelming Model S Plaid unveil: \"Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"\nThe lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.\nIt's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160959173,"gmtCreate":1623770226392,"gmtModify":1634028537490,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160959173","repostId":"1191245053","repostType":4,"repost":{"id":"1191245053","kind":"news","pubTimestamp":1623762167,"share":"https://www.laohunote.com/m/news/1191245053?lang=zh_CN&edition=full","pubTime":"2021-06-15 21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets<blockquote>四女巫困境：周五 2 万亿美元伽马到期将如何影响市场</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p><p><blockquote>上周，在讨论市场奇怪的夏季低迷将 VIX 推至新冠疫情爆发以来的最低水平时，我们表示，这段异常的市场平静时期可能会持续到本周五的四女巫，届时大量伽马和德尔塔到期并被消除风险，在消除天然下行股票缓冲的过程中（参见“市场低迷以下周五的 Op-Ex 结束的 4 个原因”）。</blockquote></p><p> So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p><p><blockquote>因此，高盛内部衍生品专家洛基-菲什曼（Rocky Fishman）在谈到周五可能影响市场的运营支出时，对即将到期的 6 月份的运营支出进行了预览，他称之为 “规模庞大，堪比典型的季度”。具体而言，<b>周五有 1.8 万亿美元的 SPX 期权到期，此外还有 2400 亿美元的SPDR标普500指数ETF期权以及 2000 亿美元的 SPX 和 SPX E-mini 期货期权。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p><p><blockquote>然而，尽管这些总数很大，<b>根据指数规模进行调整后，在当前现货 10% 以内的到期期权数量比过去十年中任何一个季度都少。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p><p><blockquote>值得注意的是，根据高盛的估计，组合账户<b>对于 15-20% 的 SPX 期权，</b>因此，调整后的未平仓合约总额将达到 1.5 万亿美元，仍远高于到期单只股票未平仓合约总额（7750 亿美元）。此外，由于股市处于历史高位，预计6月份的大部分未平仓合约将低于当前SPX现货价格。如下图所示，双峰位于3900和4150。这意味着周五之后，这些点周围可能会有一定的“反”引力，直到伽马射线被重新填充。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p><p><blockquote>高盛策略师随后解释了他认为已实现市场交易量异常低水平的情况，并指出——正如我们上周讨论的那样——这与长期定位是一致的。考虑一下SPX<b>过去 13 个交易日的实现波动率仅为 5.1%，为 2019 年以来最低的 13 天实现波动率。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p><p><blockquote>这与单一股票市场部分地区的极端波动形成鲜明对比；AMC 上周的合约量是单只股票中最高的（但名义成交量为 70 亿美元/天，远低于 AMZN 领先的 1200 亿美元/天），同期已实现成交量的近 400%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p><p><blockquote>然后，正如野村证券的查理·麦切利戈特上周首次指出的那样，高盛的衍生品团队同意<b>SPX 极低的实现波动率与 6 月 18 日多头指数 gamma 离开 “街头 ”的可能性是一致的，在这种情况下，Fishman 呼应了我们上周所说的，即 “一旦头寸更加干净，实现波动率可能会上升”。</b>与此同时，SPX 的 VIX 期货贝塔系数上升表明，如果市场抛售，投资者预计短期伽马动态将会回升。翻译：<u><b>在抛售中，市场将变得更加波动。</b></u></blockquote></p><p> <img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p><p><blockquote>与此同时，与最新的备忘录库存挤压保持一致，高盛还指出，虽然单一股票期权交易量仍然很高，但远低于第一季度的峰值。最近几周，由零售驱动的所有单一股票期权活动中所占的比例很大，以及零售活动的预测价值，都提高了人们对单一股票期权市场的关注度。最近单一股票期权活动的增长集中在低股价股票，导致过去两周的合约交易量中的股价与名义交易量不符。在根据股票市场规模调整名义成交量时，高盛发现，过去两周单只股票成交量实际上一直处于 2021 年区间的低点，这意味着最新的涨幅几乎没有伽马挤压成分。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p><p><blockquote>我们最近讨论的最后一点是，高盛观察到，短期 SPX 期权（每周）和远离季度的趋势仍在继续，这与零售参与交易的不断增长是一致的。这也是为什么周五 SPX 到期日小于近期许多季度的原因之一，也是为什么随着到期日的临近，其交易量一直在下降。</blockquote></p><p> As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p><p><blockquote>正如高盛解释的那样，投资者越来越多地采用 SPX 到期日的完整日历，包括每周一和周三的到期日，因为他们会根据事件调整自己的观点。其实，<b>第三个星期五到期的 SPX 期权交易量百分比处于历史最低点，</b>现在低于周一和周三到期的百分比。超短期交易量增加的一个解释是强劲的单只股票交易量： 高盛提出了一个观点--“如果做市商无法覆盖散户投资者购买看涨期权产生的单只股票空头范围，他们可能会积极交易一系列超短期 SPX 指数期权的多头头寸，以抵消这一范围”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></p><p><blockquote>为什么这很重要？因为如果这种趋势足够大，它会直接导致低隐含和实现的相关性。<b>具有讽刺意味的是，通过增加单一名称，“最卖空的名称”，散户投资者正在迎来整个市场的非正统平静期!</b></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>Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets<blockquote>四女巫困境：周五 2 万亿美元伽马到期将如何影响市场</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\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets<blockquote>四女巫困境：周五 2 万亿美元伽马到期将如何影响市场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-15 21:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p><p><blockquote>上周，在讨论市场奇怪的夏季低迷将 VIX 推至新冠疫情爆发以来的最低水平时，我们表示，这段异常的市场平静时期可能会持续到本周五的四女巫，届时大量伽马和德尔塔到期并被消除风险，在消除天然下行股票缓冲的过程中（参见“市场低迷以下周五的 Op-Ex 结束的 4 个原因”）。</blockquote></p><p> So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p><p><blockquote>因此，高盛内部衍生品专家洛基-菲什曼（Rocky Fishman）在谈到周五可能影响市场的运营支出时，对即将到期的 6 月份的运营支出进行了预览，他称之为 “规模庞大，堪比典型的季度”。具体而言，<b>周五有 1.8 万亿美元的 SPX 期权到期，此外还有 2400 亿美元的SPDR标普500指数ETF期权以及 2000 亿美元的 SPX 和 SPX E-mini 期货期权。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p><p><blockquote>然而，尽管这些总数很大，<b>根据指数规模进行调整后，在当前现货 10% 以内的到期期权数量比过去十年中任何一个季度都少。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p><p><blockquote>值得注意的是，根据高盛的估计，组合账户<b>对于 15-20% 的 SPX 期权，</b>因此，调整后的未平仓合约总额将达到 1.5 万亿美元，仍远高于到期单只股票未平仓合约总额（7750 亿美元）。此外，由于股市处于历史高位，预计6月份的大部分未平仓合约将低于当前SPX现货价格。如下图所示，双峰位于3900和4150。这意味着周五之后，这些点周围可能会有一定的“反”引力，直到伽马射线被重新填充。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p><p><blockquote>高盛策略师随后解释了他认为已实现市场交易量异常低水平的情况，并指出——正如我们上周讨论的那样——这与长期定位是一致的。考虑一下SPX<b>过去 13 个交易日的实现波动率仅为 5.1%，为 2019 年以来最低的 13 天实现波动率。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p><p><blockquote>这与单一股票市场部分地区的极端波动形成鲜明对比；AMC 上周的合约量是单只股票中最高的（但名义成交量为 70 亿美元/天，远低于 AMZN 领先的 1200 亿美元/天），同期已实现成交量的近 400%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p><p><blockquote>然后，正如野村证券的查理·麦切利戈特上周首次指出的那样，高盛的衍生品团队同意<b>SPX 极低的实现波动率与 6 月 18 日多头指数 gamma 离开 “街头 ”的可能性是一致的，在这种情况下，Fishman 呼应了我们上周所说的，即 “一旦头寸更加干净，实现波动率可能会上升”。</b>与此同时，SPX 的 VIX 期货贝塔系数上升表明，如果市场抛售，投资者预计短期伽马动态将会回升。翻译：<u><b>在抛售中，市场将变得更加波动。</b></u></blockquote></p><p> <img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p><p><blockquote>与此同时，与最新的备忘录库存挤压保持一致，高盛还指出，虽然单一股票期权交易量仍然很高，但远低于第一季度的峰值。最近几周，由零售驱动的所有单一股票期权活动中所占的比例很大，以及零售活动的预测价值，都提高了人们对单一股票期权市场的关注度。最近单一股票期权活动的增长集中在低股价股票，导致过去两周的合约交易量中的股价与名义交易量不符。在根据股票市场规模调整名义成交量时，高盛发现，过去两周单只股票成交量实际上一直处于 2021 年区间的低点，这意味着最新的涨幅几乎没有伽马挤压成分。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p><p><blockquote>我们最近讨论的最后一点是，高盛观察到，短期 SPX 期权（每周）和远离季度的趋势仍在继续，这与零售参与交易的不断增长是一致的。这也是为什么周五 SPX 到期日小于近期许多季度的原因之一，也是为什么随着到期日的临近，其交易量一直在下降。</blockquote></p><p> As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p><p><blockquote>正如高盛解释的那样，投资者越来越多地采用 SPX 到期日的完整日历，包括每周一和周三的到期日，因为他们会根据事件调整自己的观点。其实，<b>第三个星期五到期的 SPX 期权交易量百分比处于历史最低点，</b>现在低于周一和周三到期的百分比。超短期交易量增加的一个解释是强劲的单只股票交易量： 高盛提出了一个观点--“如果做市商无法覆盖散户投资者购买看涨期权产生的单只股票空头范围，他们可能会积极交易一系列超短期 SPX 指数期权的多头头寸，以抵消这一范围”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></p><p><blockquote>为什么这很重要？因为如果这种趋势足够大，它会直接导致低隐含和实现的相关性。<b>具有讽刺意味的是，通过增加单一名称，“最卖空的名称”，散户投资者正在迎来整个市场的非正统平静期!</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187298365,"gmtCreate":1623754515757,"gmtModify":1634028988065,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187298365","repostId":"1191265676","repostType":4,"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187205352,"gmtCreate":1623754287076,"gmtModify":1634028994245,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Sea&nbsp;","listText":"Sea&nbsp;","text":"Sea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187205352","repostId":"1135158450","repostType":4,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187202820,"gmtCreate":1623754267060,"gmtModify":1634028995175,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187202820","repostId":"2143735752","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187208779,"gmtCreate":1623754190291,"gmtModify":1634028996512,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187208779","repostId":"1145996523","repostType":4,"repost":{"id":"1145996523","kind":"news","pubTimestamp":1623751116,"share":"https://www.laohunote.com/m/news/1145996523?lang=zh_CN&edition=full","pubTime":"2021-06-15 17:58","market":"us","language":"en","title":"Investors and the Fed aren't freaking out about inflation. Should they?<blockquote>投资者和美联储并不担心通货膨胀。他们应该吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145996523","media":"cnn","summary":"New York (CNN Business)There is a gigantic disconnect between Main Street and Wall Street when it co","content":"<p>New York (CNN Business)There is a gigantic disconnect between Main Street and Wall Street when it comes to inflation. Something's got to give.</p><p><blockquote>纽约（CNN Business）在通货膨胀方面，主街和华尔街之间存在着巨大的脱节。总得有所付出。</blockquote></p><p> The US government reported last week that consumer prices, excluding food and energy, rose at their fastest clip since 1992 in May. Sherwin-Williams (SHW) is lifting the price of paint, one of many companies that's responding to higher commodities costs.</p><p><blockquote>美国政府上周报告称，5 月份不包括食品和能源的消费者价格涨幅创下 1992 年以来的最快水平。宣伟 (SHW) 正在提高油漆价格，这是应对大宗商品成本上升的众多公司之一。</blockquote></p><p> Food prices are also surging. Chipotle (CMG) just raised prices. So did Campbell Soup (CPB).</p><p><blockquote>食品价格也在飙升。Chipotle (CMG) 刚刚提高了价格。金宝汤（CPB）也是如此。</blockquote></p><p> And the chief financial officer of restaurant and arcade chain Dave &amp; Buster's (PLAY) said during a recent earnings call with analysts that he expects a 6% to 8% increase in food costs for 2021 due to higher chicken, beef and dairy prices.</p><p><blockquote>餐厅和街机连锁店 Dave &amp; Buster’s (PLAY) 的首席财务官在最近与分析师举行的财报看涨期权上表示，由于鸡肉、牛肉和乳制品价格上涨，他预计 2021 年食品成本将上涨 6% 至 8%。</blockquote></p><p> Wages are rising too, especially for workers in the retail, leisure and hospitality sectors that are returning to jobs as the economy reopens. That adds to inflationary pressures, because some companies will choose to hike prices in order to maintain profits.</p><p><blockquote>工资也在上涨，尤其是随着经济重新开放，零售、休闲和酒店业的工人正在重返工作岗位。这增加了通胀压力，因为一些公司会选择提高价格以维持利润。</blockquote></p><p> Labor shortages aren't helping.</p><p><blockquote>劳动力短缺于事无补。</blockquote></p><p> The CEO of online pet retailer Chewy (CHWY) wrote in a letter to shareholders after its latest earnings report that it \"faced labor shortages in our fulfillment centers similar to those being faced by many companies nationwide.\" As a result, Chewy continues \"to invest in higher wages and benefits\" in order to fill job vacancies.</p><p><blockquote>在线宠物零售商 Chewy (CHWY) 的首席执行官在最新收益报告发布后给股东的一封信中写道，该公司“面临着与全国许多公司面临的类似的劳动力短缺问题”。因此，Chewy继续“投资于更高的工资和福利”，以填补职位空缺。</blockquote></p><p> Yet investors — and the Federal Reserve — are shrugging off rising inflation as \"transitory.\" Long-term bond yields are falling, which isn't what normally happens when inflation runs hot. If bond investors believed that price hikes are here to stay, they'd be demanding higher yields.</p><p><blockquote>然而，投资者和美联储对通胀上升不屑一顾，认为这是“暂时的”。长期债券收益率正在下降，这不是通胀过热时通常会发生的情况。如果债券投资者认为价格上涨会持续下去，他们就会要求更高的收益率。</blockquote></p><p> And the market is pricing in just a 3% chance of a rate hike from the Fed by the end of the year. That's down from a 10% likelihood of higher rates just a month ago. Investors know a rate hike is the central bank's best tool to fight rising inflation, and they'll want to hear more on the subject when Fed chair Jerome Powell speaks at a press conference on Wednesday.</p><p><blockquote>市场预计美联储到今年年底加息的可能性仅为 3%。这低于一个月前利率上升 10% 的可能性。投资者知道加息是央行对抗通胀上升的最佳工具，当美联储主席杰罗姆·鲍威尔周三在新闻发布会上发表讲话时，他们希望听到更多有关该主题的信息。</blockquote></p><p> \"The bond market is still not concerned about inflation. It's buying what the Fed is selling,\" said Randy Warren, CEO of Warren Financial.</p><p><blockquote>沃伦金融公司首席执行官兰迪·沃伦表示：“债券市场仍然不担心通胀。它正在购买美联储正在出售的东西。”</blockquote></p><p> The problem is that there is a chance the Fed could wait too long to react to inflation.</p><p><blockquote>问题是美联储可能会等太久才对通胀做出反应。</blockquote></p><p> \"Is inflation transitory or something more structural?\" asked Steven Oh, global head of credit and fixed income with PineBridge Investments. \"Will the Fed lose control of it down the road and make a policy error and not have the ability to rein it in?\"</p><p><blockquote>“通货膨胀是暂时的还是更具结构性的？”PineBridge Investments 全球信贷和固定收益主管 Steven Oh 问道。“美联储是否会在未来失去控制并犯下政策错误，而没有能力控制它？”</blockquote></p><p> If the Fed and bond market are wrong about inflation, the central bank may have to wind down its pandemic stimulus much more quickly than it — and investors — would like. That would mean unwinding its big asset purchases and raising rates sooner rather than later.</p><p><blockquote>如果美联储和债券市场对通胀的看法是错误的，央行可能不得不比它和投资者希望的更快地结束其大流行刺激计划。这将意味着尽早取消大规模资产购买并加息。</blockquote></p><p> Oh doesn't think that will be the case. And many others agree. They argue that investors must keep in mind how rapidly the economy has roared back.</p><p><blockquote>哦，我不认为会是这样。许多其他人也同意。他们认为，投资者必须记住经济复苏的速度有多快。</blockquote></p><p> For that reason, it should not be that big of a surprise that there are dislocations in the job market and supply chain. It will take time for conditions to revert to what they were like in late 2019 and early 2020 before Covid-19.</p><p><blockquote>因此，就业市场和供应链出现混乱并不奇怪。情况需要时间才能恢复到2019年底和2020年初在新冠肺炎之前的样子。</blockquote></p><p> \"There are a lot of questions about inflation because you see it in everyday life,\" said Bryan Koslow, principal of Clarus Group, a wealth management firm. \"But we may have seen the peak, especially in terms of wage growth.\"</p><p><blockquote>财富管理公司 Clarus Group 负责人布莱恩·科斯洛 (Bryan Koslow) 表示：“关于通货膨胀有很多疑问，因为你在日常生活中就能看到它。”“但我们可能已经看到了峰值，特别是在工资增长方面。”</blockquote></p><p> Even if that does turn out to be true, the mere fact that investors and consumers are so focused on prices is noteworthy. Inflation has essentially been a non-issue for more than a decade.</p><p><blockquote>即使事实证明这是真的，投资者和消费者如此关注价格这一事实也值得注意。十多年来，通货膨胀基本上不是问题。</blockquote></p><p> \"The Fed has to take the inflation concerns seriously,\" said Troy Gayeski, co-chief investment officer and senior portfolio manager at SkyBridge Capital. He added that he thinks there is a 20% chance that inflation pressures turn out to be more persistent as opposed to transitory.</p><p><blockquote>SkyBridge Capital 联席首席投资官兼高级投资组合经理 Troy Gayeski 表示：“美联储必须认真对待通胀担忧。”他补充说，他认为通胀压力有20%的可能性变得更加持久，而不是暂时。</blockquote></p><p> \"The risk of meaningful inflation has been non-existent since 2008. Until now,\" Gayeski said.</p><p><blockquote>“自 2008 年以来，有意义的通胀风险一直不存在。直到现在，”盖耶斯基说。</blockquote></p><p> <b>What's getting more expensive</b></p><p><blockquote><b>什么越来越贵了</b></blockquote></p><p> Food and paint aren't the only things getting more expensive. As CNN Business' Moira Ritter points out, the prices of just about everything have gone up lately.</p><p><blockquote>食物和油漆并不是唯一变得越来越贵的东西。正如 CNN Business 的莫伊拉·里特 (Moira Ritter) 指出的那样，最近几乎所有东西的价格都上涨了。</blockquote></p><p> Lumber prices have soared. And the housing market continues to boom. That's led to a big spike in the prices of couches and other household furnishings.</p><p><blockquote>木材价格飙升。房地产市场持续繁荣。这导致沙发和其他家居用品的价格大幅上涨。</blockquote></p><p> Used cars are a lot more expensive too. Chalk that up to people returning to work and a dearth of new cars on dealership lots due to the chip supply shortage that has hurt production of new vehicles.</p><p><blockquote>二手车也贵得多。这归因于人们重返工作岗位以及由于芯片供应短缺损害了新车生产，经销店新车短缺。</blockquote></p><p> People are traveling more as well. Airfares have shot up in anticipation of what some are dubbing the red hot vaccine summer.</p><p><blockquote>人们也越来越多地旅行。机票价格飙升，预计一些人称之为“红热疫苗夏季”。</blockquote></p><p> <b>Up next</b></p><p><blockquote><b>下一个</b></blockquote></p><p> <b>Tuesday: </b>US retail sales; US producer price index; Earnings from Oracle (ORCL) and H &amp; R Block (HRB)</p><p><blockquote><b>星期二：</b>美国零售销售；美国生产者价格指数；Oracle (ORCL) 和 H&amp;R Block (HRB) 的收益</blockquote></p><p> <b>Wednesday: </b>Federal Reserve rate decision; US housing starts and building permits; EIA crude oil inventories; Earnings from Lennar (LEN)</p><p><blockquote><b>星期三：</b>美联储利率决定；美国房屋开工和建筑许可；EIA原油库存；Lennar (LEN) 的收益</blockquote></p><p></p><p> <b>Thursday: </b>US jobless claims; Earnings from Kroger (KR) and Adobe (ADBE)</p><p><blockquote><b>星期四：</b>美国申请失业救济人数；克罗格 (KR) 和 Adobe (ADBE) 的收益</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>Investors and the Fed aren't freaking out about inflation. Should they?<blockquote>投资者和美联储并不担心通货膨胀。他们应该吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors and the Fed aren't freaking out about inflation. Should they?<blockquote>投资者和美联储并不担心通货膨胀。他们应该吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-06-15 17:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)There is a gigantic disconnect between Main Street and Wall Street when it comes to inflation. Something's got to give.</p><p><blockquote>纽约（CNN Business）在通货膨胀方面，主街和华尔街之间存在着巨大的脱节。总得有所付出。</blockquote></p><p> The US government reported last week that consumer prices, excluding food and energy, rose at their fastest clip since 1992 in May. Sherwin-Williams (SHW) is lifting the price of paint, one of many companies that's responding to higher commodities costs.</p><p><blockquote>美国政府上周报告称，5 月份不包括食品和能源的消费者价格涨幅创下 1992 年以来的最快水平。宣伟 (SHW) 正在提高油漆价格，这是应对大宗商品成本上升的众多公司之一。</blockquote></p><p> Food prices are also surging. Chipotle (CMG) just raised prices. So did Campbell Soup (CPB).</p><p><blockquote>食品价格也在飙升。Chipotle (CMG) 刚刚提高了价格。金宝汤（CPB）也是如此。</blockquote></p><p> And the chief financial officer of restaurant and arcade chain Dave &amp; Buster's (PLAY) said during a recent earnings call with analysts that he expects a 6% to 8% increase in food costs for 2021 due to higher chicken, beef and dairy prices.</p><p><blockquote>餐厅和街机连锁店 Dave &amp; Buster’s (PLAY) 的首席财务官在最近与分析师举行的财报看涨期权上表示，由于鸡肉、牛肉和乳制品价格上涨，他预计 2021 年食品成本将上涨 6% 至 8%。</blockquote></p><p> Wages are rising too, especially for workers in the retail, leisure and hospitality sectors that are returning to jobs as the economy reopens. That adds to inflationary pressures, because some companies will choose to hike prices in order to maintain profits.</p><p><blockquote>工资也在上涨，尤其是随着经济重新开放，零售、休闲和酒店业的工人正在重返工作岗位。这增加了通胀压力，因为一些公司会选择提高价格以维持利润。</blockquote></p><p> Labor shortages aren't helping.</p><p><blockquote>劳动力短缺于事无补。</blockquote></p><p> The CEO of online pet retailer Chewy (CHWY) wrote in a letter to shareholders after its latest earnings report that it \"faced labor shortages in our fulfillment centers similar to those being faced by many companies nationwide.\" As a result, Chewy continues \"to invest in higher wages and benefits\" in order to fill job vacancies.</p><p><blockquote>在线宠物零售商 Chewy (CHWY) 的首席执行官在最新收益报告发布后给股东的一封信中写道，该公司“面临着与全国许多公司面临的类似的劳动力短缺问题”。因此，Chewy继续“投资于更高的工资和福利”，以填补职位空缺。</blockquote></p><p> Yet investors — and the Federal Reserve — are shrugging off rising inflation as \"transitory.\" Long-term bond yields are falling, which isn't what normally happens when inflation runs hot. If bond investors believed that price hikes are here to stay, they'd be demanding higher yields.</p><p><blockquote>然而，投资者和美联储对通胀上升不屑一顾，认为这是“暂时的”。长期债券收益率正在下降，这不是通胀过热时通常会发生的情况。如果债券投资者认为价格上涨会持续下去，他们就会要求更高的收益率。</blockquote></p><p> And the market is pricing in just a 3% chance of a rate hike from the Fed by the end of the year. That's down from a 10% likelihood of higher rates just a month ago. Investors know a rate hike is the central bank's best tool to fight rising inflation, and they'll want to hear more on the subject when Fed chair Jerome Powell speaks at a press conference on Wednesday.</p><p><blockquote>市场预计美联储到今年年底加息的可能性仅为 3%。这低于一个月前利率上升 10% 的可能性。投资者知道加息是央行对抗通胀上升的最佳工具，当美联储主席杰罗姆·鲍威尔周三在新闻发布会上发表讲话时，他们希望听到更多有关该主题的信息。</blockquote></p><p> \"The bond market is still not concerned about inflation. It's buying what the Fed is selling,\" said Randy Warren, CEO of Warren Financial.</p><p><blockquote>沃伦金融公司首席执行官兰迪·沃伦表示：“债券市场仍然不担心通胀。它正在购买美联储正在出售的东西。”</blockquote></p><p> The problem is that there is a chance the Fed could wait too long to react to inflation.</p><p><blockquote>问题是美联储可能会等太久才对通胀做出反应。</blockquote></p><p> \"Is inflation transitory or something more structural?\" asked Steven Oh, global head of credit and fixed income with PineBridge Investments. \"Will the Fed lose control of it down the road and make a policy error and not have the ability to rein it in?\"</p><p><blockquote>“通货膨胀是暂时的还是更具结构性的？”PineBridge Investments 全球信贷和固定收益主管 Steven Oh 问道。“美联储是否会在未来失去控制并犯下政策错误，而没有能力控制它？”</blockquote></p><p> If the Fed and bond market are wrong about inflation, the central bank may have to wind down its pandemic stimulus much more quickly than it — and investors — would like. That would mean unwinding its big asset purchases and raising rates sooner rather than later.</p><p><blockquote>如果美联储和债券市场对通胀的看法是错误的，央行可能不得不比它和投资者希望的更快地结束其大流行刺激计划。这将意味着尽早取消大规模资产购买并加息。</blockquote></p><p> Oh doesn't think that will be the case. And many others agree. They argue that investors must keep in mind how rapidly the economy has roared back.</p><p><blockquote>哦，我不认为会是这样。许多其他人也同意。他们认为，投资者必须记住经济复苏的速度有多快。</blockquote></p><p> For that reason, it should not be that big of a surprise that there are dislocations in the job market and supply chain. It will take time for conditions to revert to what they were like in late 2019 and early 2020 before Covid-19.</p><p><blockquote>因此，就业市场和供应链出现混乱并不奇怪。情况需要时间才能恢复到2019年底和2020年初在新冠肺炎之前的样子。</blockquote></p><p> \"There are a lot of questions about inflation because you see it in everyday life,\" said Bryan Koslow, principal of Clarus Group, a wealth management firm. \"But we may have seen the peak, especially in terms of wage growth.\"</p><p><blockquote>财富管理公司 Clarus Group 负责人布莱恩·科斯洛 (Bryan Koslow) 表示：“关于通货膨胀有很多疑问，因为你在日常生活中就能看到它。”“但我们可能已经看到了峰值，特别是在工资增长方面。”</blockquote></p><p> Even if that does turn out to be true, the mere fact that investors and consumers are so focused on prices is noteworthy. Inflation has essentially been a non-issue for more than a decade.</p><p><blockquote>即使事实证明这是真的，投资者和消费者如此关注价格这一事实也值得注意。十多年来，通货膨胀基本上不是问题。</blockquote></p><p> \"The Fed has to take the inflation concerns seriously,\" said Troy Gayeski, co-chief investment officer and senior portfolio manager at SkyBridge Capital. He added that he thinks there is a 20% chance that inflation pressures turn out to be more persistent as opposed to transitory.</p><p><blockquote>SkyBridge Capital 联席首席投资官兼高级投资组合经理 Troy Gayeski 表示：“美联储必须认真对待通胀担忧。”他补充说，他认为通胀压力有20%的可能性变得更加持久，而不是暂时。</blockquote></p><p> \"The risk of meaningful inflation has been non-existent since 2008. Until now,\" Gayeski said.</p><p><blockquote>“自 2008 年以来，有意义的通胀风险一直不存在。直到现在，”盖耶斯基说。</blockquote></p><p> <b>What's getting more expensive</b></p><p><blockquote><b>什么越来越贵了</b></blockquote></p><p> Food and paint aren't the only things getting more expensive. As CNN Business' Moira Ritter points out, the prices of just about everything have gone up lately.</p><p><blockquote>食物和油漆并不是唯一变得越来越贵的东西。正如 CNN Business 的莫伊拉·里特 (Moira Ritter) 指出的那样，最近几乎所有东西的价格都上涨了。</blockquote></p><p> Lumber prices have soared. And the housing market continues to boom. That's led to a big spike in the prices of couches and other household furnishings.</p><p><blockquote>木材价格飙升。房地产市场持续繁荣。这导致沙发和其他家居用品的价格大幅上涨。</blockquote></p><p> Used cars are a lot more expensive too. Chalk that up to people returning to work and a dearth of new cars on dealership lots due to the chip supply shortage that has hurt production of new vehicles.</p><p><blockquote>二手车也贵得多。这归因于人们重返工作岗位以及由于芯片供应短缺损害了新车生产，经销店新车短缺。</blockquote></p><p> People are traveling more as well. Airfares have shot up in anticipation of what some are dubbing the red hot vaccine summer.</p><p><blockquote>人们也越来越多地旅行。机票价格飙升，预计一些人称之为“红热疫苗夏季”。</blockquote></p><p> <b>Up next</b></p><p><blockquote><b>下一个</b></blockquote></p><p> <b>Tuesday: </b>US retail sales; US producer price index; Earnings from Oracle (ORCL) and H &amp; R Block (HRB)</p><p><blockquote><b>星期二：</b>美国零售销售；美国生产者价格指数；Oracle (ORCL) 和 H&amp;R Block (HRB) 的收益</blockquote></p><p> <b>Wednesday: </b>Federal Reserve rate decision; US housing starts and building permits; EIA crude oil inventories; Earnings from Lennar (LEN)</p><p><blockquote><b>星期三：</b>美联储利率决定；美国房屋开工和建筑许可；EIA原油库存；Lennar (LEN) 的收益</blockquote></p><p></p><p> <b>Thursday: </b>US jobless claims; Earnings from Kroger (KR) and Adobe (ADBE)</p><p><blockquote><b>星期四：</b>美国申请失业救济人数；克罗格 (KR) 和 Adobe (ADBE) 的收益</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/06/13/investing/stocks-week-ahead/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://edition.cnn.com/2021/06/13/investing/stocks-week-ahead/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145996523","content_text":"New York (CNN Business)There is a gigantic disconnect between Main Street and Wall Street when it comes to inflation. Something's got to give.\nThe US government reported last week that consumer prices, excluding food and energy, rose at their fastest clip since 1992 in May. Sherwin-Williams (SHW) is lifting the price of paint, one of many companies that's responding to higher commodities costs.\nFood prices are also surging. Chipotle (CMG) just raised prices. So did Campbell Soup (CPB).\nAnd the chief financial officer of restaurant and arcade chain Dave & Buster's (PLAY) said during a recent earnings call with analysts that he expects a 6% to 8% increase in food costs for 2021 due to higher chicken, beef and dairy prices.\nWages are rising too, especially for workers in the retail, leisure and hospitality sectors that are returning to jobs as the economy reopens. That adds to inflationary pressures, because some companies will choose to hike prices in order to maintain profits.\nLabor shortages aren't helping.\nThe CEO of online pet retailer Chewy (CHWY) wrote in a letter to shareholders after its latest earnings report that it \"faced labor shortages in our fulfillment centers similar to those being faced by many companies nationwide.\" As a result, Chewy continues \"to invest in higher wages and benefits\" in order to fill job vacancies.\nYet investors — and the Federal Reserve — are shrugging off rising inflation as \"transitory.\" Long-term bond yields are falling, which isn't what normally happens when inflation runs hot. If bond investors believed that price hikes are here to stay, they'd be demanding higher yields.\nAnd the market is pricing in just a 3% chance of a rate hike from the Fed by the end of the year. That's down from a 10% likelihood of higher rates just a month ago. Investors know a rate hike is the central bank's best tool to fight rising inflation, and they'll want to hear more on the subject when Fed chair Jerome Powell speaks at a press conference on Wednesday.\n\"The bond market is still not concerned about inflation. It's buying what the Fed is selling,\" said Randy Warren, CEO of Warren Financial.\nThe problem is that there is a chance the Fed could wait too long to react to inflation.\n\"Is inflation transitory or something more structural?\" asked Steven Oh, global head of credit and fixed income with PineBridge Investments. \"Will the Fed lose control of it down the road and make a policy error and not have the ability to rein it in?\"\nIf the Fed and bond market are wrong about inflation, the central bank may have to wind down its pandemic stimulus much more quickly than it — and investors — would like. That would mean unwinding its big asset purchases and raising rates sooner rather than later.\nOh doesn't think that will be the case. And many others agree. They argue that investors must keep in mind how rapidly the economy has roared back.\nFor that reason, it should not be that big of a surprise that there are dislocations in the job market and supply chain. It will take time for conditions to revert to what they were like in late 2019 and early 2020 before Covid-19.\n\"There are a lot of questions about inflation because you see it in everyday life,\" said Bryan Koslow, principal of Clarus Group, a wealth management firm. \"But we may have seen the peak, especially in terms of wage growth.\"\nEven if that does turn out to be true, the mere fact that investors and consumers are so focused on prices is noteworthy. Inflation has essentially been a non-issue for more than a decade.\n\"The Fed has to take the inflation concerns seriously,\" said Troy Gayeski, co-chief investment officer and senior portfolio manager at SkyBridge Capital. He added that he thinks there is a 20% chance that inflation pressures turn out to be more persistent as opposed to transitory.\n\"The risk of meaningful inflation has been non-existent since 2008. Until now,\" Gayeski said.\nWhat's getting more expensive\nFood and paint aren't the only things getting more expensive. As CNN Business' Moira Ritter points out, the prices of just about everything have gone up lately.\nLumber prices have soared. And the housing market continues to boom. That's led to a big spike in the prices of couches and other household furnishings.\nUsed cars are a lot more expensive too. Chalk that up to people returning to work and a dearth of new cars on dealership lots due to the chip supply shortage that has hurt production of new vehicles.\nPeople are traveling more as well. Airfares have shot up in anticipation of what some are dubbing the red hot vaccine summer.\nUp next\nTuesday: US retail sales; US producer price index; Earnings from Oracle (ORCL) and H & R Block (HRB)\nWednesday: Federal Reserve rate decision; US housing starts and building permits; EIA crude oil inventories; Earnings from Lennar (LEN)\nThursday: US jobless claims; Earnings from Kroger (KR) and Adobe (ADBE)","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187651206,"gmtCreate":1623753129205,"gmtModify":1634029023676,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Awesome&nbsp;","listText":"Awesome&nbsp;","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187651206","repostId":"1142697857","repostType":4,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342742204,"gmtCreate":1618246786308,"gmtModify":1631886583502,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569192258515557","authorIdStr":"3569192258515557"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>Any expectations for upcoming earnings?","listText":"<a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a>Any expectations for upcoming earnings?","text":"$Desktop Metal Inc.(DM)$Any expectations for upcoming earnings?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342742204","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":126707397,"gmtCreate":1624583661419,"gmtModify":1633950962249,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126707397","repostId":"2146023477","repostType":4,"isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121400679,"gmtCreate":1624486722791,"gmtModify":1634005561760,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121400679","repostId":"2145531099","repostType":4,"isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164592679,"gmtCreate":1624227037491,"gmtModify":1634009401971,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"W","listText":"W","text":"W","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164592679","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","kind":"news","pubTimestamp":1624028454,"share":"https://www.laohunote.com/m/news/1119296361?lang=zh_CN&edition=full","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p><p><blockquote>美联储发布 6 月份货币政策声明时，银行股上涨，该声明指出加息时间早于预期。周四，他们是市场上最大的输家之一。</blockquote></p><p> There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p><p><blockquote>这是有充分理由的。银行通常通过短期借款和长期借出来赚钱，并从利差中获利。当长期利率上升速度快于短期利率时，银行利润率通常会改善，而当发生相反情况时，利润就会恶化。</blockquote></p><p> After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p><p><blockquote>周三的会议结束后，10 年期国债收益率大幅反弹，上涨 0.071%，至 1.569%，而两年期国债收益率上涨 0.038 个百分点，至 0.203%，两者之间的利差为 1.366 个百分点。这种扩大使得金融业，特别是银行股，成为少数几个对美联储周三的声明做出积极反应的行业之一。PDR S&amp;P Bank ETF (KBE) 上涨 0.9%，摩根大通 (JPM) 上涨 0.7%，尽管标准普尔 500 指数下跌 0.5%，道琼斯工业平均指数下跌 0.8%，纳斯达克综合指数下跌 0.2%</blockquote></p><p> The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p><p><blockquote>然而，市场已经改变了主意。10年期收益率已降至1.498%，而两年期收益率已升至0.238%，差距为1.26个百分点。所谓的收益率曲线变平对于银行等对利率敏感的行业来说是个坏消息。SPDR S&amp;P Bank ETF 周四下跌 4.5%，周五盘前交易中下跌 1%。摩根大通周四下跌2.9%，周五下跌约1%。周五标普500期货下跌0.6%，道琼斯指数期货下跌0.8%。纳斯达克综合指数期货下跌 0.4%。</blockquote></p><p> Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p><p><blockquote>为什么要背离市场？要想让收益率持续上升，经济需要表现出正在快速复苏。否则，投资者将押注美国在2008年金融危机后经历的缓慢增长会重演。Evercore ISI 策略师丹尼斯·德布舍尔 (Dennis DeBusschere) 表示，由于周四申请失业救济人数大幅下降，并在六周下降后首次出现上升，市场决定关注后者，而不是前者。“他写道：”与之前所有人的想法相比，经济前景面临的风险是急剧转向鹰派，同时劳动力市场并不像美联储假设的那样强劲。</blockquote></p><p> Until that changes, it will be hard for bank stocks to bounce back.</p><p><blockquote>在这种情况改变之前，银行股将很难反弹。</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>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-18 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p><p><blockquote>美联储发布 6 月份货币政策声明时，银行股上涨，该声明指出加息时间早于预期。周四，他们是市场上最大的输家之一。</blockquote></p><p> There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p><p><blockquote>这是有充分理由的。银行通常通过短期借款和长期借出来赚钱，并从利差中获利。当长期利率上升速度快于短期利率时，银行利润率通常会改善，而当发生相反情况时，利润就会恶化。</blockquote></p><p> After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p><p><blockquote>周三的会议结束后，10 年期国债收益率大幅反弹，上涨 0.071%，至 1.569%，而两年期国债收益率上涨 0.038 个百分点，至 0.203%，两者之间的利差为 1.366 个百分点。这种扩大使得金融业，特别是银行股，成为少数几个对美联储周三的声明做出积极反应的行业之一。PDR S&amp;P Bank ETF (KBE) 上涨 0.9%，摩根大通 (JPM) 上涨 0.7%，尽管标准普尔 500 指数下跌 0.5%，道琼斯工业平均指数下跌 0.8%，纳斯达克综合指数下跌 0.2%</blockquote></p><p> The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p><p><blockquote>然而，市场已经改变了主意。10年期收益率已降至1.498%，而两年期收益率已升至0.238%，差距为1.26个百分点。所谓的收益率曲线变平对于银行等对利率敏感的行业来说是个坏消息。SPDR S&amp;P Bank ETF 周四下跌 4.5%，周五盘前交易中下跌 1%。摩根大通周四下跌2.9%，周五下跌约1%。周五标普500期货下跌0.6%，道琼斯指数期货下跌0.8%。纳斯达克综合指数期货下跌 0.4%。</blockquote></p><p> Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p><p><blockquote>为什么要背离市场？要想让收益率持续上升，经济需要表现出正在快速复苏。否则，投资者将押注美国在2008年金融危机后经历的缓慢增长会重演。Evercore ISI 策略师丹尼斯·德布舍尔 (Dennis DeBusschere) 表示，由于周四申请失业救济人数大幅下降，并在六周下降后首次出现上升，市场决定关注后者，而不是前者。“他写道：”与之前所有人的想法相比，经济前景面临的风险是急剧转向鹰派，同时劳动力市场并不像美联储假设的那样强劲。</blockquote></p><p> Until that changes, it will be hard for bank stocks to bounce back.</p><p><blockquote>在这种情况改变之前，银行股将很难反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">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":{"BAC":"美国银行","JPM":"摩根大通","WFC":"富国银行","GS":"高盛","C":"花旗","MS":"摩根士丹利"},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1,"symbols_score_info":{"MS":0.9,"WFC":0.9,"BAC":0.9,"GS":0.9,"JPM":0.9,"C":0.9}},"isVote":1,"tweetType":1,"viewCount":3707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187651206,"gmtCreate":1623753129205,"gmtModify":1634029023676,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Awesome&nbsp;","listText":"Awesome&nbsp;","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187651206","repostId":"1142697857","repostType":4,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804022590,"gmtCreate":1627913076110,"gmtModify":1633755338366,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>let's get to 740!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>let's get to 740!!!","text":"$Tesla Motors(TSLA)$let's get to 740!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804022590","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150636404,"gmtCreate":1624895516408,"gmtModify":1633947295523,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150636404","repostId":"1150095060","repostType":4,"repost":{"id":"1150095060","kind":"news","pubTimestamp":1624874134,"share":"https://www.laohunote.com/m/news/1150095060?lang=zh_CN&edition=full","pubTime":"2021-06-28 17:55","market":"us","language":"en","title":"US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week<blockquote>美国 IPO 前一周：滴滴在 IPO 第 17 周首次筹集数十亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150095060","media":"Renaissance Capital","summary":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant $DiDi Global Inc.$.DiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.Cybersecurity platform $SentinelOne, Inc$","content":"<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant<b>&nbsp;<a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a>.</b></p><p><blockquote>由期待已久的中国打车巨头牵头，本周将有 17 家 IPO 预计筹集 91 亿美元<b> <a href=\"https://laohu8.com/S/DIDI\">滴滴全球公司。</a>.</b></blockquote></p><p> <b>DiDi</b>&nbsp;plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.</p><p><blockquote><b>滴滴</b>计划以 675 亿美元的市值筹集 39 亿美元。滴滴是中国占主导地位的打车应用，在 4000 个城镇拥有 1500 万司机。随着业务在大流行后复苏，这家未盈利的公司在2021年第一季度的收入增加了一倍多。新老投资者打算购买 13 亿美元的 IPO。</blockquote></p><p> Cybersecurity platform&nbsp;<b><a href=\"https://laohu8.com/S/S\">SentinelOne, Inc</a></b> plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.</p><p><blockquote>网络安全平台<b><a href=\"https://laohu8.com/S/S\">哨兵龙公司</a></b>计划以82亿美元的市值筹集8.8亿美元。SentinelOne的Singularity平台是一个人工智能驱动的扩展检测和响应平台，可以接收、关联和查询PB级的结构化和非结构化数据，以提供自主网络安全防御。该公司快速增长且无利可图，截至 2021 年 4 月 30 日，该公司拥有超过 4,700 名客户，高于一年前的 2,700 名。</blockquote></p><p> Turkish e-commerce platform&nbsp;<b>D-MARKET Electronic Services &amp; Trading</b>(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.</p><p><blockquote>土耳其电子商务平台<b>D-MARKET 电子服务与交易</b>(HEPS) 计划以 39 亿美元的市值筹集 6.81 亿美元。该公司以Hepsiburada的名义运营，2020年连接了3300万会员、900万活跃客户和约4.5万活跃商户。该公司发展迅速，但2021年第一季度的 EBITDA 为负值。</blockquote></p><p> Doughnut brand&nbsp;<a href=\"https://laohu8.com/S/DNUT\"><b>Krispy Kreme, Inc.</a> </b>plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.</p><p><blockquote>甜甜圈品牌<a href=\"https://laohu8.com/S/DNUT\"><b>克里斯皮奶油公司。</b></a>计划以38亿美元的市值筹集6亿美元。Krispy Kreme是一家全渠道企业，通过甜甜圈店网络、与零售商的合作伙伴关系以及电子商务和送货业务运营。该公司拥有悠久的业绩记录和强大的品牌知名度，尽管其增长战略尚未得到证实。</blockquote></p><p> Legal solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com, Inc</a> </b>plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.</p><p><blockquote>法律解决方案提供商<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com公司</a></b>计划以53亿美元的市值筹集4.88亿美元。LegalZoom表示，它是法律和合规解决方案的领先在线平台，声称2020年美国10%的新有限责任公司和5%的新公司是通过LegalZoom成立的。该公司在2021年第一季度的EBITDA基础上盈利，业务遍及美国所有50个州和3,000多个县。</blockquote></p><p> Identity verification platform&nbsp;<b><a href=\"https://laohu8.com/S/YOU\">Clear Secure, Inc.</a></b> plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.</p><p><blockquote>身份验证平台<b><a href=\"https://laohu8.com/S/YOU\">清晰安全公司。</a></b>计划以 41 亿美元的市值筹集 3.76 亿美元。Clear Secure的安全身份平台用于自动化身份验证过程，主要产品包括消费者航空订阅服务Clear Plus和两个移动应用程序。截至2021年5月31日，Clear Secure的网络包括38个机场、26个体育和娱乐合作伙伴以及67个支持健康通行证的合作伙伴。</blockquote></p><p> Chinese grocery delivery platform&nbsp;<b><a href=\"https://laohu8.com/S/DDL\">Dingdong (Cayman) Limited</a> </b>plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.</p><p><blockquote>中国杂货配送平台<b><a href=\"https://laohu8.com/S/DDL\">叮咚（开曼）有限公司</a></b>计划以 60 亿美元的市值筹集 3.43 亿美元。以生鲜杂货为核心产品类别，叮咚自称是中国发展最快的按需电商公司。该公司未盈利但呈爆炸式增长，2020年按GMV计算，该公司在按需电子商务市场的份额为10%。</blockquote></p><p> SaaS solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce Inc.</a></b> plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness &amp; Wellness Services.</p><p><blockquote>SaaS解决方案提供商<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce公司。</a></b>计划以34亿美元的市值筹集3.25亿美元。EverCommerce是为基于服务的中小型企业提供集成、垂直定制的SaaS解决方案的领先提供商。该公司在三个核心垂直领域为超过500,000名客户提供服务：家庭服务、健康服务以及健身和健康服务。</blockquote></p><p> Software provider&nbsp;<b><a href=\"https://laohu8.com/S/INTA\">Intapp, Inc.</a> </b>plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.</p><p><blockquote>软件提供商<b><a href=\"https://laohu8.com/S/INTA\">因塔普公司。</a></b>计划以 19 亿美元的市值筹集 2.78 亿美元。Intapp为全球专业和金融服务行业提供特定于行业的、基于云的软件解决方案。截至 2021 年 3 月 31 日，该公司拥有 1,600 多家客户，目前有 20 多家客户的合同金额超过 100 万美元。</blockquote></p><p> Online manufacturing marketplace&nbsp;<b><a href=\"https://laohu8.com/S/XMTR\">Xometry, Inc.</a></b> plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.</p><p><blockquote>在线制造市场<b><a href=\"https://laohu8.com/S/XMTR\">Xometry公司。</a></b>计划以 19 亿美元的市值筹集 2.75 亿美元。Xometry 表示，它是按需制造的领先人工智能市场。其买家包括从自筹资金的初创企业到财富100强公司的企业。自成立以来，已通过 Xometry 平台制造了超过 600 万个零件。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/IAS\">Integral Ad Science Holding LLC</a> </b>plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.</p><p><blockquote><b><a href=\"https://laohu8.com/S/IAS\">综合广告科学控股有限责任公司</a></b>计划以 25 亿美元的市值筹集 2.4 亿美元。该公司的技术提供的指标旨在验证数字广告是否提供给真实的人，是否可以在屏幕上看到，是否出现在品牌安全和合适的环境中，出现在正确的地理位置。截至 2021 年 3 月 31 日，Integral Ad Science 以息税前利润为基础，为 2,000 多名客户提供服务。</blockquote></p><p></p><p> Plus-sized women’s apparel brand&nbsp;<b><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a> </b>plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.</p><p><blockquote>大码女装品牌<b><a href=\"https://laohu8.com/S/CURV\">托里德控股</a></b>计划以 21 亿美元的市值筹集 1.56 亿美元。按净销售额计算，Torrid是北美最大的直接面向消费者的女式大码服装和内衣品牌。这家盈利的公司通过实体店及其电子商务平台直接向消费者进行营销，这占截至 2021 年 5 月 1 日 12 个月销售额的大部分。</blockquote></p><p> Alzheimer’s biotech&nbsp;<b><a href=\"https://laohu8.com/S/ABOS\">Acumen Pharmaceuticals, Inc.</a></b> plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.</p><p><blockquote>阿尔茨海默病生物技术<b><a href=\"https://laohu8.com/S/ABOS\">敏锐制药公司。</a></b>计划以 6.07 亿美元的市值筹集 1.25 亿美元。该公司的主要候选药物 ACU193 是一种选择性靶向淀粉样蛋白 β 寡聚体的人源化单克隆抗体。ACU193在2021年第二季度针对轻度痴呆或AD导致的认知障碍患者进行了1期试验，数据预计将于2022年底公布。</blockquote></p><p> Digital financial services provider&nbsp;<b>AMTD Digital</b>(<a href=\"https://laohu8.com/S/HKD\">$(HKD)$</a>) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p><p><blockquote>数字金融服务提供商<b>尚乘数码</b>(<a href=\"https://laohu8.com/S/HKD\">$(港元)$</a>) 计划以 14 亿美元的市值筹集 1.2 亿美元。尚乘数字表示，它是尚乘蜘蛛网生态系统核心的“聚变反应堆”，在亚洲运营着一个全面的数字解决方案平台。该公司实现了爆炸式增长，盈利能力主要来自两项业务的费用和佣金。</blockquote></p><p> Drug formulation developer&nbsp;<b>Aerovate Therapeutics</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.</p><p><blockquote>药物制剂开发商<b>Aerovate疗法</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) 计划以 3.25 亿美元的市值筹集 1 亿美元。Aerovate 最初的重点是推进 AV-101，这是一种伊马替尼的干粉吸入制剂，用于治疗肺动脉高压 (PAH)。该公司已经在健康志愿者中完成了一项1期研究，并预计在2H21开始在PAH患者中进行2b/3期试验。</blockquote></p><p> Neuromodulation device provider<b>&nbsp;<a href=\"https://laohu8.com/S/CVRX\">CVRx Inc</a> </b>plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.</p><p><blockquote>神经调节装置提供者<b> <a href=\"https://laohu8.com/S/CVRX\">CVRx公司</a></b>计划以 3.33 亿美元的市值筹集 1 亿美元。CVRx在其专有的BAROSTIM平台上制造和销售其微创神经调节解决方案。该公司表示，其 BAROSTEM NEO 产品是第一个也是唯一一个商业化的神经调节设备，可改善射血分数降低的心力衰竭患者的症状。</blockquote></p><p> Belgium-listed&nbsp;<b>Nyxoah</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.</p><p><blockquote>比利时上市<b>尼克索阿</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>）计划以 8.03 亿美元的市值筹集 8700 万美元。Nyxoah的主导产品是Genio系统，这是一种带有CE标志的微创舌下神经刺激疗法，用于治疗阻塞性睡眠呼吸暂停。该公司于2020年7月开始从欧洲的Genio获得收入，目前正在进行一项旨在支持美国营销授权的关键试验。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58f28d5f7f3b8e686c0bd006c2968b99\" tg-width=\"1131\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/508f1118f1d92b2b76391bc3610bd6c4\" tg-width=\"1131\" tg-height=\"657\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ed04cd42fa30b460fcf67e07efa6ddc7\" tg-width=\"1130\" tg-height=\"166\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&amp;P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月24日，文艺复兴IPO指数年初至今上涨2.7%，而标普500上涨13.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 1.5%，而 ACWX 指数上涨 10.3%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week<blockquote>美国 IPO 前一周：滴滴在 IPO 第 17 周首次筹集数十亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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\">\nUS IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week<blockquote>美国 IPO 前一周：滴滴在 IPO 第 17 周首次筹集数十亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-28 17:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant<b>&nbsp;<a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a>.</b></p><p><blockquote>由期待已久的中国打车巨头牵头，本周将有 17 家 IPO 预计筹集 91 亿美元<b> <a href=\"https://laohu8.com/S/DIDI\">滴滴全球公司。</a>.</b></blockquote></p><p> <b>DiDi</b>&nbsp;plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.</p><p><blockquote><b>滴滴</b>计划以 675 亿美元的市值筹集 39 亿美元。滴滴是中国占主导地位的打车应用，在 4000 个城镇拥有 1500 万司机。随着业务在大流行后复苏，这家未盈利的公司在2021年第一季度的收入增加了一倍多。新老投资者打算购买 13 亿美元的 IPO。</blockquote></p><p> Cybersecurity platform&nbsp;<b><a href=\"https://laohu8.com/S/S\">SentinelOne, Inc</a></b> plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.</p><p><blockquote>网络安全平台<b><a href=\"https://laohu8.com/S/S\">哨兵龙公司</a></b>计划以82亿美元的市值筹集8.8亿美元。SentinelOne的Singularity平台是一个人工智能驱动的扩展检测和响应平台，可以接收、关联和查询PB级的结构化和非结构化数据，以提供自主网络安全防御。该公司快速增长且无利可图，截至 2021 年 4 月 30 日，该公司拥有超过 4,700 名客户，高于一年前的 2,700 名。</blockquote></p><p> Turkish e-commerce platform&nbsp;<b>D-MARKET Electronic Services &amp; Trading</b>(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.</p><p><blockquote>土耳其电子商务平台<b>D-MARKET 电子服务与交易</b>(HEPS) 计划以 39 亿美元的市值筹集 6.81 亿美元。该公司以Hepsiburada的名义运营，2020年连接了3300万会员、900万活跃客户和约4.5万活跃商户。该公司发展迅速，但2021年第一季度的 EBITDA 为负值。</blockquote></p><p> Doughnut brand&nbsp;<a href=\"https://laohu8.com/S/DNUT\"><b>Krispy Kreme, Inc.</a> </b>plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.</p><p><blockquote>甜甜圈品牌<a href=\"https://laohu8.com/S/DNUT\"><b>克里斯皮奶油公司。</b></a>计划以38亿美元的市值筹集6亿美元。Krispy Kreme是一家全渠道企业，通过甜甜圈店网络、与零售商的合作伙伴关系以及电子商务和送货业务运营。该公司拥有悠久的业绩记录和强大的品牌知名度，尽管其增长战略尚未得到证实。</blockquote></p><p> Legal solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com, Inc</a> </b>plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.</p><p><blockquote>法律解决方案提供商<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com公司</a></b>计划以53亿美元的市值筹集4.88亿美元。LegalZoom表示，它是法律和合规解决方案的领先在线平台，声称2020年美国10%的新有限责任公司和5%的新公司是通过LegalZoom成立的。该公司在2021年第一季度的EBITDA基础上盈利，业务遍及美国所有50个州和3,000多个县。</blockquote></p><p> Identity verification platform&nbsp;<b><a href=\"https://laohu8.com/S/YOU\">Clear Secure, Inc.</a></b> plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.</p><p><blockquote>身份验证平台<b><a href=\"https://laohu8.com/S/YOU\">清晰安全公司。</a></b>计划以 41 亿美元的市值筹集 3.76 亿美元。Clear Secure的安全身份平台用于自动化身份验证过程，主要产品包括消费者航空订阅服务Clear Plus和两个移动应用程序。截至2021年5月31日，Clear Secure的网络包括38个机场、26个体育和娱乐合作伙伴以及67个支持健康通行证的合作伙伴。</blockquote></p><p> Chinese grocery delivery platform&nbsp;<b><a href=\"https://laohu8.com/S/DDL\">Dingdong (Cayman) Limited</a> </b>plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.</p><p><blockquote>中国杂货配送平台<b><a href=\"https://laohu8.com/S/DDL\">叮咚（开曼）有限公司</a></b>计划以 60 亿美元的市值筹集 3.43 亿美元。以生鲜杂货为核心产品类别，叮咚自称是中国发展最快的按需电商公司。该公司未盈利但呈爆炸式增长，2020年按GMV计算，该公司在按需电子商务市场的份额为10%。</blockquote></p><p> SaaS solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce Inc.</a></b> plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness &amp; Wellness Services.</p><p><blockquote>SaaS解决方案提供商<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce公司。</a></b>计划以34亿美元的市值筹集3.25亿美元。EverCommerce是为基于服务的中小型企业提供集成、垂直定制的SaaS解决方案的领先提供商。该公司在三个核心垂直领域为超过500,000名客户提供服务：家庭服务、健康服务以及健身和健康服务。</blockquote></p><p> Software provider&nbsp;<b><a href=\"https://laohu8.com/S/INTA\">Intapp, Inc.</a> </b>plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.</p><p><blockquote>软件提供商<b><a href=\"https://laohu8.com/S/INTA\">因塔普公司。</a></b>计划以 19 亿美元的市值筹集 2.78 亿美元。Intapp为全球专业和金融服务行业提供特定于行业的、基于云的软件解决方案。截至 2021 年 3 月 31 日，该公司拥有 1,600 多家客户，目前有 20 多家客户的合同金额超过 100 万美元。</blockquote></p><p> Online manufacturing marketplace&nbsp;<b><a href=\"https://laohu8.com/S/XMTR\">Xometry, Inc.</a></b> plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.</p><p><blockquote>在线制造市场<b><a href=\"https://laohu8.com/S/XMTR\">Xometry公司。</a></b>计划以 19 亿美元的市值筹集 2.75 亿美元。Xometry 表示，它是按需制造的领先人工智能市场。其买家包括从自筹资金的初创企业到财富100强公司的企业。自成立以来，已通过 Xometry 平台制造了超过 600 万个零件。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/IAS\">Integral Ad Science Holding LLC</a> </b>plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.</p><p><blockquote><b><a href=\"https://laohu8.com/S/IAS\">综合广告科学控股有限责任公司</a></b>计划以 25 亿美元的市值筹集 2.4 亿美元。该公司的技术提供的指标旨在验证数字广告是否提供给真实的人，是否可以在屏幕上看到，是否出现在品牌安全和合适的环境中，出现在正确的地理位置。截至 2021 年 3 月 31 日，Integral Ad Science 以息税前利润为基础，为 2,000 多名客户提供服务。</blockquote></p><p></p><p> Plus-sized women’s apparel brand&nbsp;<b><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a> </b>plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.</p><p><blockquote>大码女装品牌<b><a href=\"https://laohu8.com/S/CURV\">托里德控股</a></b>计划以 21 亿美元的市值筹集 1.56 亿美元。按净销售额计算，Torrid是北美最大的直接面向消费者的女式大码服装和内衣品牌。这家盈利的公司通过实体店及其电子商务平台直接向消费者进行营销，这占截至 2021 年 5 月 1 日 12 个月销售额的大部分。</blockquote></p><p> Alzheimer’s biotech&nbsp;<b><a href=\"https://laohu8.com/S/ABOS\">Acumen Pharmaceuticals, Inc.</a></b> plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.</p><p><blockquote>阿尔茨海默病生物技术<b><a href=\"https://laohu8.com/S/ABOS\">敏锐制药公司。</a></b>计划以 6.07 亿美元的市值筹集 1.25 亿美元。该公司的主要候选药物 ACU193 是一种选择性靶向淀粉样蛋白 β 寡聚体的人源化单克隆抗体。ACU193在2021年第二季度针对轻度痴呆或AD导致的认知障碍患者进行了1期试验，数据预计将于2022年底公布。</blockquote></p><p> Digital financial services provider&nbsp;<b>AMTD Digital</b>(<a href=\"https://laohu8.com/S/HKD\">$(HKD)$</a>) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p><p><blockquote>数字金融服务提供商<b>尚乘数码</b>(<a href=\"https://laohu8.com/S/HKD\">$(港元)$</a>) 计划以 14 亿美元的市值筹集 1.2 亿美元。尚乘数字表示，它是尚乘蜘蛛网生态系统核心的“聚变反应堆”，在亚洲运营着一个全面的数字解决方案平台。该公司实现了爆炸式增长，盈利能力主要来自两项业务的费用和佣金。</blockquote></p><p> Drug formulation developer&nbsp;<b>Aerovate Therapeutics</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.</p><p><blockquote>药物制剂开发商<b>Aerovate疗法</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) 计划以 3.25 亿美元的市值筹集 1 亿美元。Aerovate 最初的重点是推进 AV-101，这是一种伊马替尼的干粉吸入制剂，用于治疗肺动脉高压 (PAH)。该公司已经在健康志愿者中完成了一项1期研究，并预计在2H21开始在PAH患者中进行2b/3期试验。</blockquote></p><p> Neuromodulation device provider<b>&nbsp;<a href=\"https://laohu8.com/S/CVRX\">CVRx Inc</a> </b>plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.</p><p><blockquote>神经调节装置提供者<b> <a href=\"https://laohu8.com/S/CVRX\">CVRx公司</a></b>计划以 3.33 亿美元的市值筹集 1 亿美元。CVRx在其专有的BAROSTIM平台上制造和销售其微创神经调节解决方案。该公司表示，其 BAROSTEM NEO 产品是第一个也是唯一一个商业化的神经调节设备，可改善射血分数降低的心力衰竭患者的症状。</blockquote></p><p> Belgium-listed&nbsp;<b>Nyxoah</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.</p><p><blockquote>比利时上市<b>尼克索阿</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>）计划以 8.03 亿美元的市值筹集 8700 万美元。Nyxoah的主导产品是Genio系统，这是一种带有CE标志的微创舌下神经刺激疗法，用于治疗阻塞性睡眠呼吸暂停。该公司于2020年7月开始从欧洲的Genio获得收入，目前正在进行一项旨在支持美国营销授权的关键试验。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58f28d5f7f3b8e686c0bd006c2968b99\" tg-width=\"1131\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/508f1118f1d92b2b76391bc3610bd6c4\" tg-width=\"1131\" tg-height=\"657\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ed04cd42fa30b460fcf67e07efa6ddc7\" tg-width=\"1130\" tg-height=\"166\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&amp;P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月24日，文艺复兴IPO指数年初至今上涨2.7%，而标普500上涨13.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 1.5%，而 ACWX 指数上涨 10.3%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CURV":"Torrid Holdings","HEPS":"D-MARKET Electronic Services & Trading","INTA":"Intapp, Inc.","YOU":"Clear Secure, Inc.","CVRX":"CVRx, Inc.","XMTR":"Xometry, Inc.","DIDI":"滴滴(已退市)","DDL":"叮咚买菜","LZ":"LegalZoom.com, Inc","S":"SentinelOne, Inc","ABOS":"Acumen Pharmaceuticals, Inc.","DNUT":"Krispy Kreme, Inc.","EVCM":"EverCommerce Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150095060","content_text":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant DiDi Global Inc..\nDiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.\nCybersecurity platform SentinelOne, Inc plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.\nTurkish e-commerce platform D-MARKET Electronic Services & Trading(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.\nDoughnut brand Krispy Kreme, Inc. plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.\nLegal solutions provider LegalZoom.com, Inc plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.\nIdentity verification platform Clear Secure, Inc. plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.\nChinese grocery delivery platform Dingdong (Cayman) Limited plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.\nSaaS solutions provider EverCommerce Inc. plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness & Wellness Services.\nSoftware provider Intapp, Inc. plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.\nOnline manufacturing marketplace Xometry, Inc. plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.\nIntegral Ad Science Holding LLC plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.\nPlus-sized women’s apparel brand Torrid Holdings plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.\nAlzheimer’s biotech Acumen Pharmaceuticals, Inc. plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.\nDigital financial services provider AMTD Digital($(HKD)$) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nDrug formulation developer Aerovate Therapeutics($(AVTE)$) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.\nNeuromodulation device provider CVRx Inc plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.\nBelgium-listed Nyxoah($(NYXH)$) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"CVRX":0.9,"DNUT":0.9,"HKIB":0.9,"LZ":0.9,"EVCM":0.9,"S":0.9,"DIDI":0.9,"HEPS":0.9,"ABOS":0.9,"INTA":0.9,"XMTR":0.9,"IAS":0.9,"DDL":0.9,"CURV":0.9,"YOU":0.9}},"isVote":1,"tweetType":1,"viewCount":3147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187208779,"gmtCreate":1623754190291,"gmtModify":1634028996512,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187208779","repostId":"1145996523","repostType":4,"repost":{"id":"1145996523","kind":"news","pubTimestamp":1623751116,"share":"https://www.laohunote.com/m/news/1145996523?lang=zh_CN&edition=full","pubTime":"2021-06-15 17:58","market":"us","language":"en","title":"Investors and the Fed aren't freaking out about inflation. Should they?<blockquote>投资者和美联储并不担心通货膨胀。他们应该吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145996523","media":"cnn","summary":"New York (CNN Business)There is a gigantic disconnect between Main Street and Wall Street when it co","content":"<p>New York (CNN Business)There is a gigantic disconnect between Main Street and Wall Street when it comes to inflation. Something's got to give.</p><p><blockquote>纽约（CNN Business）在通货膨胀方面，主街和华尔街之间存在着巨大的脱节。总得有所付出。</blockquote></p><p> The US government reported last week that consumer prices, excluding food and energy, rose at their fastest clip since 1992 in May. Sherwin-Williams (SHW) is lifting the price of paint, one of many companies that's responding to higher commodities costs.</p><p><blockquote>美国政府上周报告称，5 月份不包括食品和能源的消费者价格涨幅创下 1992 年以来的最快水平。宣伟 (SHW) 正在提高油漆价格，这是应对大宗商品成本上升的众多公司之一。</blockquote></p><p> Food prices are also surging. Chipotle (CMG) just raised prices. So did Campbell Soup (CPB).</p><p><blockquote>食品价格也在飙升。Chipotle (CMG) 刚刚提高了价格。金宝汤（CPB）也是如此。</blockquote></p><p> And the chief financial officer of restaurant and arcade chain Dave &amp; Buster's (PLAY) said during a recent earnings call with analysts that he expects a 6% to 8% increase in food costs for 2021 due to higher chicken, beef and dairy prices.</p><p><blockquote>餐厅和街机连锁店 Dave &amp; Buster’s (PLAY) 的首席财务官在最近与分析师举行的财报看涨期权上表示，由于鸡肉、牛肉和乳制品价格上涨，他预计 2021 年食品成本将上涨 6% 至 8%。</blockquote></p><p> Wages are rising too, especially for workers in the retail, leisure and hospitality sectors that are returning to jobs as the economy reopens. That adds to inflationary pressures, because some companies will choose to hike prices in order to maintain profits.</p><p><blockquote>工资也在上涨，尤其是随着经济重新开放，零售、休闲和酒店业的工人正在重返工作岗位。这增加了通胀压力，因为一些公司会选择提高价格以维持利润。</blockquote></p><p> Labor shortages aren't helping.</p><p><blockquote>劳动力短缺于事无补。</blockquote></p><p> The CEO of online pet retailer Chewy (CHWY) wrote in a letter to shareholders after its latest earnings report that it \"faced labor shortages in our fulfillment centers similar to those being faced by many companies nationwide.\" As a result, Chewy continues \"to invest in higher wages and benefits\" in order to fill job vacancies.</p><p><blockquote>在线宠物零售商 Chewy (CHWY) 的首席执行官在最新收益报告发布后给股东的一封信中写道，该公司“面临着与全国许多公司面临的类似的劳动力短缺问题”。因此，Chewy继续“投资于更高的工资和福利”，以填补职位空缺。</blockquote></p><p> Yet investors — and the Federal Reserve — are shrugging off rising inflation as \"transitory.\" Long-term bond yields are falling, which isn't what normally happens when inflation runs hot. If bond investors believed that price hikes are here to stay, they'd be demanding higher yields.</p><p><blockquote>然而，投资者和美联储对通胀上升不屑一顾，认为这是“暂时的”。长期债券收益率正在下降，这不是通胀过热时通常会发生的情况。如果债券投资者认为价格上涨会持续下去，他们就会要求更高的收益率。</blockquote></p><p> And the market is pricing in just a 3% chance of a rate hike from the Fed by the end of the year. That's down from a 10% likelihood of higher rates just a month ago. Investors know a rate hike is the central bank's best tool to fight rising inflation, and they'll want to hear more on the subject when Fed chair Jerome Powell speaks at a press conference on Wednesday.</p><p><blockquote>市场预计美联储到今年年底加息的可能性仅为 3%。这低于一个月前利率上升 10% 的可能性。投资者知道加息是央行对抗通胀上升的最佳工具，当美联储主席杰罗姆·鲍威尔周三在新闻发布会上发表讲话时，他们希望听到更多有关该主题的信息。</blockquote></p><p> \"The bond market is still not concerned about inflation. It's buying what the Fed is selling,\" said Randy Warren, CEO of Warren Financial.</p><p><blockquote>沃伦金融公司首席执行官兰迪·沃伦表示：“债券市场仍然不担心通胀。它正在购买美联储正在出售的东西。”</blockquote></p><p> The problem is that there is a chance the Fed could wait too long to react to inflation.</p><p><blockquote>问题是美联储可能会等太久才对通胀做出反应。</blockquote></p><p> \"Is inflation transitory or something more structural?\" asked Steven Oh, global head of credit and fixed income with PineBridge Investments. \"Will the Fed lose control of it down the road and make a policy error and not have the ability to rein it in?\"</p><p><blockquote>“通货膨胀是暂时的还是更具结构性的？”PineBridge Investments 全球信贷和固定收益主管 Steven Oh 问道。“美联储是否会在未来失去控制并犯下政策错误，而没有能力控制它？”</blockquote></p><p> If the Fed and bond market are wrong about inflation, the central bank may have to wind down its pandemic stimulus much more quickly than it — and investors — would like. That would mean unwinding its big asset purchases and raising rates sooner rather than later.</p><p><blockquote>如果美联储和债券市场对通胀的看法是错误的，央行可能不得不比它和投资者希望的更快地结束其大流行刺激计划。这将意味着尽早取消大规模资产购买并加息。</blockquote></p><p> Oh doesn't think that will be the case. And many others agree. They argue that investors must keep in mind how rapidly the economy has roared back.</p><p><blockquote>哦，我不认为会是这样。许多其他人也同意。他们认为，投资者必须记住经济复苏的速度有多快。</blockquote></p><p> For that reason, it should not be that big of a surprise that there are dislocations in the job market and supply chain. It will take time for conditions to revert to what they were like in late 2019 and early 2020 before Covid-19.</p><p><blockquote>因此，就业市场和供应链出现混乱并不奇怪。情况需要时间才能恢复到2019年底和2020年初在新冠肺炎之前的样子。</blockquote></p><p> \"There are a lot of questions about inflation because you see it in everyday life,\" said Bryan Koslow, principal of Clarus Group, a wealth management firm. \"But we may have seen the peak, especially in terms of wage growth.\"</p><p><blockquote>财富管理公司 Clarus Group 负责人布莱恩·科斯洛 (Bryan Koslow) 表示：“关于通货膨胀有很多疑问，因为你在日常生活中就能看到它。”“但我们可能已经看到了峰值，特别是在工资增长方面。”</blockquote></p><p> Even if that does turn out to be true, the mere fact that investors and consumers are so focused on prices is noteworthy. Inflation has essentially been a non-issue for more than a decade.</p><p><blockquote>即使事实证明这是真的，投资者和消费者如此关注价格这一事实也值得注意。十多年来，通货膨胀基本上不是问题。</blockquote></p><p> \"The Fed has to take the inflation concerns seriously,\" said Troy Gayeski, co-chief investment officer and senior portfolio manager at SkyBridge Capital. He added that he thinks there is a 20% chance that inflation pressures turn out to be more persistent as opposed to transitory.</p><p><blockquote>SkyBridge Capital 联席首席投资官兼高级投资组合经理 Troy Gayeski 表示：“美联储必须认真对待通胀担忧。”他补充说，他认为通胀压力有20%的可能性变得更加持久，而不是暂时。</blockquote></p><p> \"The risk of meaningful inflation has been non-existent since 2008. Until now,\" Gayeski said.</p><p><blockquote>“自 2008 年以来，有意义的通胀风险一直不存在。直到现在，”盖耶斯基说。</blockquote></p><p> <b>What's getting more expensive</b></p><p><blockquote><b>什么越来越贵了</b></blockquote></p><p> Food and paint aren't the only things getting more expensive. As CNN Business' Moira Ritter points out, the prices of just about everything have gone up lately.</p><p><blockquote>食物和油漆并不是唯一变得越来越贵的东西。正如 CNN Business 的莫伊拉·里特 (Moira Ritter) 指出的那样，最近几乎所有东西的价格都上涨了。</blockquote></p><p> Lumber prices have soared. And the housing market continues to boom. That's led to a big spike in the prices of couches and other household furnishings.</p><p><blockquote>木材价格飙升。房地产市场持续繁荣。这导致沙发和其他家居用品的价格大幅上涨。</blockquote></p><p> Used cars are a lot more expensive too. Chalk that up to people returning to work and a dearth of new cars on dealership lots due to the chip supply shortage that has hurt production of new vehicles.</p><p><blockquote>二手车也贵得多。这归因于人们重返工作岗位以及由于芯片供应短缺损害了新车生产，经销店新车短缺。</blockquote></p><p> People are traveling more as well. Airfares have shot up in anticipation of what some are dubbing the red hot vaccine summer.</p><p><blockquote>人们也越来越多地旅行。机票价格飙升，预计一些人称之为“红热疫苗夏季”。</blockquote></p><p> <b>Up next</b></p><p><blockquote><b>下一个</b></blockquote></p><p> <b>Tuesday: </b>US retail sales; US producer price index; Earnings from Oracle (ORCL) and H &amp; R Block (HRB)</p><p><blockquote><b>星期二：</b>美国零售销售；美国生产者价格指数；Oracle (ORCL) 和 H&amp;R Block (HRB) 的收益</blockquote></p><p> <b>Wednesday: </b>Federal Reserve rate decision; US housing starts and building permits; EIA crude oil inventories; Earnings from Lennar (LEN)</p><p><blockquote><b>星期三：</b>美联储利率决定；美国房屋开工和建筑许可；EIA原油库存；Lennar (LEN) 的收益</blockquote></p><p></p><p> <b>Thursday: </b>US jobless claims; Earnings from Kroger (KR) and Adobe (ADBE)</p><p><blockquote><b>星期四：</b>美国申请失业救济人数；克罗格 (KR) 和 Adobe (ADBE) 的收益</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>Investors and the Fed aren't freaking out about inflation. Should they?<blockquote>投资者和美联储并不担心通货膨胀。他们应该吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors and the Fed aren't freaking out about inflation. Should they?<blockquote>投资者和美联储并不担心通货膨胀。他们应该吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-06-15 17:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)There is a gigantic disconnect between Main Street and Wall Street when it comes to inflation. Something's got to give.</p><p><blockquote>纽约（CNN Business）在通货膨胀方面，主街和华尔街之间存在着巨大的脱节。总得有所付出。</blockquote></p><p> The US government reported last week that consumer prices, excluding food and energy, rose at their fastest clip since 1992 in May. Sherwin-Williams (SHW) is lifting the price of paint, one of many companies that's responding to higher commodities costs.</p><p><blockquote>美国政府上周报告称，5 月份不包括食品和能源的消费者价格涨幅创下 1992 年以来的最快水平。宣伟 (SHW) 正在提高油漆价格，这是应对大宗商品成本上升的众多公司之一。</blockquote></p><p> Food prices are also surging. Chipotle (CMG) just raised prices. So did Campbell Soup (CPB).</p><p><blockquote>食品价格也在飙升。Chipotle (CMG) 刚刚提高了价格。金宝汤（CPB）也是如此。</blockquote></p><p> And the chief financial officer of restaurant and arcade chain Dave &amp; Buster's (PLAY) said during a recent earnings call with analysts that he expects a 6% to 8% increase in food costs for 2021 due to higher chicken, beef and dairy prices.</p><p><blockquote>餐厅和街机连锁店 Dave &amp; Buster’s (PLAY) 的首席财务官在最近与分析师举行的财报看涨期权上表示，由于鸡肉、牛肉和乳制品价格上涨，他预计 2021 年食品成本将上涨 6% 至 8%。</blockquote></p><p> Wages are rising too, especially for workers in the retail, leisure and hospitality sectors that are returning to jobs as the economy reopens. That adds to inflationary pressures, because some companies will choose to hike prices in order to maintain profits.</p><p><blockquote>工资也在上涨，尤其是随着经济重新开放，零售、休闲和酒店业的工人正在重返工作岗位。这增加了通胀压力，因为一些公司会选择提高价格以维持利润。</blockquote></p><p> Labor shortages aren't helping.</p><p><blockquote>劳动力短缺于事无补。</blockquote></p><p> The CEO of online pet retailer Chewy (CHWY) wrote in a letter to shareholders after its latest earnings report that it \"faced labor shortages in our fulfillment centers similar to those being faced by many companies nationwide.\" As a result, Chewy continues \"to invest in higher wages and benefits\" in order to fill job vacancies.</p><p><blockquote>在线宠物零售商 Chewy (CHWY) 的首席执行官在最新收益报告发布后给股东的一封信中写道，该公司“面临着与全国许多公司面临的类似的劳动力短缺问题”。因此，Chewy继续“投资于更高的工资和福利”，以填补职位空缺。</blockquote></p><p> Yet investors — and the Federal Reserve — are shrugging off rising inflation as \"transitory.\" Long-term bond yields are falling, which isn't what normally happens when inflation runs hot. If bond investors believed that price hikes are here to stay, they'd be demanding higher yields.</p><p><blockquote>然而，投资者和美联储对通胀上升不屑一顾，认为这是“暂时的”。长期债券收益率正在下降，这不是通胀过热时通常会发生的情况。如果债券投资者认为价格上涨会持续下去，他们就会要求更高的收益率。</blockquote></p><p> And the market is pricing in just a 3% chance of a rate hike from the Fed by the end of the year. That's down from a 10% likelihood of higher rates just a month ago. Investors know a rate hike is the central bank's best tool to fight rising inflation, and they'll want to hear more on the subject when Fed chair Jerome Powell speaks at a press conference on Wednesday.</p><p><blockquote>市场预计美联储到今年年底加息的可能性仅为 3%。这低于一个月前利率上升 10% 的可能性。投资者知道加息是央行对抗通胀上升的最佳工具，当美联储主席杰罗姆·鲍威尔周三在新闻发布会上发表讲话时，他们希望听到更多有关该主题的信息。</blockquote></p><p> \"The bond market is still not concerned about inflation. It's buying what the Fed is selling,\" said Randy Warren, CEO of Warren Financial.</p><p><blockquote>沃伦金融公司首席执行官兰迪·沃伦表示：“债券市场仍然不担心通胀。它正在购买美联储正在出售的东西。”</blockquote></p><p> The problem is that there is a chance the Fed could wait too long to react to inflation.</p><p><blockquote>问题是美联储可能会等太久才对通胀做出反应。</blockquote></p><p> \"Is inflation transitory or something more structural?\" asked Steven Oh, global head of credit and fixed income with PineBridge Investments. \"Will the Fed lose control of it down the road and make a policy error and not have the ability to rein it in?\"</p><p><blockquote>“通货膨胀是暂时的还是更具结构性的？”PineBridge Investments 全球信贷和固定收益主管 Steven Oh 问道。“美联储是否会在未来失去控制并犯下政策错误，而没有能力控制它？”</blockquote></p><p> If the Fed and bond market are wrong about inflation, the central bank may have to wind down its pandemic stimulus much more quickly than it — and investors — would like. That would mean unwinding its big asset purchases and raising rates sooner rather than later.</p><p><blockquote>如果美联储和债券市场对通胀的看法是错误的，央行可能不得不比它和投资者希望的更快地结束其大流行刺激计划。这将意味着尽早取消大规模资产购买并加息。</blockquote></p><p> Oh doesn't think that will be the case. And many others agree. They argue that investors must keep in mind how rapidly the economy has roared back.</p><p><blockquote>哦，我不认为会是这样。许多其他人也同意。他们认为，投资者必须记住经济复苏的速度有多快。</blockquote></p><p> For that reason, it should not be that big of a surprise that there are dislocations in the job market and supply chain. It will take time for conditions to revert to what they were like in late 2019 and early 2020 before Covid-19.</p><p><blockquote>因此，就业市场和供应链出现混乱并不奇怪。情况需要时间才能恢复到2019年底和2020年初在新冠肺炎之前的样子。</blockquote></p><p> \"There are a lot of questions about inflation because you see it in everyday life,\" said Bryan Koslow, principal of Clarus Group, a wealth management firm. \"But we may have seen the peak, especially in terms of wage growth.\"</p><p><blockquote>财富管理公司 Clarus Group 负责人布莱恩·科斯洛 (Bryan Koslow) 表示：“关于通货膨胀有很多疑问，因为你在日常生活中就能看到它。”“但我们可能已经看到了峰值，特别是在工资增长方面。”</blockquote></p><p> Even if that does turn out to be true, the mere fact that investors and consumers are so focused on prices is noteworthy. Inflation has essentially been a non-issue for more than a decade.</p><p><blockquote>即使事实证明这是真的，投资者和消费者如此关注价格这一事实也值得注意。十多年来，通货膨胀基本上不是问题。</blockquote></p><p> \"The Fed has to take the inflation concerns seriously,\" said Troy Gayeski, co-chief investment officer and senior portfolio manager at SkyBridge Capital. He added that he thinks there is a 20% chance that inflation pressures turn out to be more persistent as opposed to transitory.</p><p><blockquote>SkyBridge Capital 联席首席投资官兼高级投资组合经理 Troy Gayeski 表示：“美联储必须认真对待通胀担忧。”他补充说，他认为通胀压力有20%的可能性变得更加持久，而不是暂时。</blockquote></p><p> \"The risk of meaningful inflation has been non-existent since 2008. Until now,\" Gayeski said.</p><p><blockquote>“自 2008 年以来，有意义的通胀风险一直不存在。直到现在，”盖耶斯基说。</blockquote></p><p> <b>What's getting more expensive</b></p><p><blockquote><b>什么越来越贵了</b></blockquote></p><p> Food and paint aren't the only things getting more expensive. As CNN Business' Moira Ritter points out, the prices of just about everything have gone up lately.</p><p><blockquote>食物和油漆并不是唯一变得越来越贵的东西。正如 CNN Business 的莫伊拉·里特 (Moira Ritter) 指出的那样，最近几乎所有东西的价格都上涨了。</blockquote></p><p> Lumber prices have soared. And the housing market continues to boom. That's led to a big spike in the prices of couches and other household furnishings.</p><p><blockquote>木材价格飙升。房地产市场持续繁荣。这导致沙发和其他家居用品的价格大幅上涨。</blockquote></p><p> Used cars are a lot more expensive too. Chalk that up to people returning to work and a dearth of new cars on dealership lots due to the chip supply shortage that has hurt production of new vehicles.</p><p><blockquote>二手车也贵得多。这归因于人们重返工作岗位以及由于芯片供应短缺损害了新车生产，经销店新车短缺。</blockquote></p><p> People are traveling more as well. Airfares have shot up in anticipation of what some are dubbing the red hot vaccine summer.</p><p><blockquote>人们也越来越多地旅行。机票价格飙升，预计一些人称之为“红热疫苗夏季”。</blockquote></p><p> <b>Up next</b></p><p><blockquote><b>下一个</b></blockquote></p><p> <b>Tuesday: </b>US retail sales; US producer price index; Earnings from Oracle (ORCL) and H &amp; R Block (HRB)</p><p><blockquote><b>星期二：</b>美国零售销售；美国生产者价格指数；Oracle (ORCL) 和 H&amp;R Block (HRB) 的收益</blockquote></p><p> <b>Wednesday: </b>Federal Reserve rate decision; US housing starts and building permits; EIA crude oil inventories; Earnings from Lennar (LEN)</p><p><blockquote><b>星期三：</b>美联储利率决定；美国房屋开工和建筑许可；EIA原油库存；Lennar (LEN) 的收益</blockquote></p><p></p><p> <b>Thursday: </b>US jobless claims; Earnings from Kroger (KR) and Adobe (ADBE)</p><p><blockquote><b>星期四：</b>美国申请失业救济人数；克罗格 (KR) 和 Adobe (ADBE) 的收益</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/06/13/investing/stocks-week-ahead/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://edition.cnn.com/2021/06/13/investing/stocks-week-ahead/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145996523","content_text":"New York (CNN Business)There is a gigantic disconnect between Main Street and Wall Street when it comes to inflation. Something's got to give.\nThe US government reported last week that consumer prices, excluding food and energy, rose at their fastest clip since 1992 in May. Sherwin-Williams (SHW) is lifting the price of paint, one of many companies that's responding to higher commodities costs.\nFood prices are also surging. Chipotle (CMG) just raised prices. So did Campbell Soup (CPB).\nAnd the chief financial officer of restaurant and arcade chain Dave & Buster's (PLAY) said during a recent earnings call with analysts that he expects a 6% to 8% increase in food costs for 2021 due to higher chicken, beef and dairy prices.\nWages are rising too, especially for workers in the retail, leisure and hospitality sectors that are returning to jobs as the economy reopens. That adds to inflationary pressures, because some companies will choose to hike prices in order to maintain profits.\nLabor shortages aren't helping.\nThe CEO of online pet retailer Chewy (CHWY) wrote in a letter to shareholders after its latest earnings report that it \"faced labor shortages in our fulfillment centers similar to those being faced by many companies nationwide.\" As a result, Chewy continues \"to invest in higher wages and benefits\" in order to fill job vacancies.\nYet investors — and the Federal Reserve — are shrugging off rising inflation as \"transitory.\" Long-term bond yields are falling, which isn't what normally happens when inflation runs hot. If bond investors believed that price hikes are here to stay, they'd be demanding higher yields.\nAnd the market is pricing in just a 3% chance of a rate hike from the Fed by the end of the year. That's down from a 10% likelihood of higher rates just a month ago. Investors know a rate hike is the central bank's best tool to fight rising inflation, and they'll want to hear more on the subject when Fed chair Jerome Powell speaks at a press conference on Wednesday.\n\"The bond market is still not concerned about inflation. It's buying what the Fed is selling,\" said Randy Warren, CEO of Warren Financial.\nThe problem is that there is a chance the Fed could wait too long to react to inflation.\n\"Is inflation transitory or something more structural?\" asked Steven Oh, global head of credit and fixed income with PineBridge Investments. \"Will the Fed lose control of it down the road and make a policy error and not have the ability to rein it in?\"\nIf the Fed and bond market are wrong about inflation, the central bank may have to wind down its pandemic stimulus much more quickly than it — and investors — would like. That would mean unwinding its big asset purchases and raising rates sooner rather than later.\nOh doesn't think that will be the case. And many others agree. They argue that investors must keep in mind how rapidly the economy has roared back.\nFor that reason, it should not be that big of a surprise that there are dislocations in the job market and supply chain. It will take time for conditions to revert to what they were like in late 2019 and early 2020 before Covid-19.\n\"There are a lot of questions about inflation because you see it in everyday life,\" said Bryan Koslow, principal of Clarus Group, a wealth management firm. \"But we may have seen the peak, especially in terms of wage growth.\"\nEven if that does turn out to be true, the mere fact that investors and consumers are so focused on prices is noteworthy. Inflation has essentially been a non-issue for more than a decade.\n\"The Fed has to take the inflation concerns seriously,\" said Troy Gayeski, co-chief investment officer and senior portfolio manager at SkyBridge Capital. He added that he thinks there is a 20% chance that inflation pressures turn out to be more persistent as opposed to transitory.\n\"The risk of meaningful inflation has been non-existent since 2008. Until now,\" Gayeski said.\nWhat's getting more expensive\nFood and paint aren't the only things getting more expensive. As CNN Business' Moira Ritter points out, the prices of just about everything have gone up lately.\nLumber prices have soared. And the housing market continues to boom. That's led to a big spike in the prices of couches and other household furnishings.\nUsed cars are a lot more expensive too. Chalk that up to people returning to work and a dearth of new cars on dealership lots due to the chip supply shortage that has hurt production of new vehicles.\nPeople are traveling more as well. Airfares have shot up in anticipation of what some are dubbing the red hot vaccine summer.\nUp next\nTuesday: US retail sales; US producer price index; Earnings from Oracle (ORCL) and H & R Block (HRB)\nWednesday: Federal Reserve rate decision; US housing starts and building permits; EIA crude oil inventories; Earnings from Lennar (LEN)\nThursday: US jobless claims; Earnings from Kroger (KR) and Adobe (ADBE)","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164869343,"gmtCreate":1624192726482,"gmtModify":1634009629787,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164869343","repostId":"1103331073","repostType":4,"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187202820,"gmtCreate":1623754267060,"gmtModify":1634028995175,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187202820","repostId":"2143735752","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125301283,"gmtCreate":1624646173442,"gmtModify":1633950107124,"author":{"id":"3569192258515557","authorId":"3569192258515557","name":"will88D","avatar":"https://static.tigerbbs.com/c4208ba663cbee0efc5d825100508ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569192258515557","idStr":"3569192258515557"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125301283","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":3625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}