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KZY89

KZY89

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2021-06-11

$AMC Entertainment(AMC)$lol

2021-06-25

The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.

Gamestop In, AMC Out? Which Meme Stocks Will Be Impacted In Today's Russell Rebalance?<blockquote>游戏驿站进去，AMC出去？哪些模因股票将受到今天罗素再平衡的影响？</blockquote>

2021-06-24

i hope Tiger Brokers allow us to trade crypto soon

抱歉，原内容已删除

2021-05-28

$Sundial Growers Inc.(SNDL)$Hope to make small profit soon

2021-05-12

long term good buy

Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs 疯狂做空科技股，对冲基金总杠杆创历史新高</blockquote>

2021-12-10

Tesla ftw

3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买并持有的 3 只被低估的电动汽车股票</blockquote>

2021-06-14

$Apple(AAPL)$doing well tonight

2021-06-02

Buy AMC for short squeeze

抱歉，原内容已删除

2021-05-26

The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!

GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>

2021-05-12

greed nakes it a bubble

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ftw","listText":"Tesla ftw","text":"Tesla ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605829569","repostId":"1192503036","repostType":4,"repost":{"id":"1192503036","kind":"news","pubTimestamp":1639123593,"share":"https://www.laohunote.com/m/news/1192503036?lang=zh_CN&edition=full","pubTime":"2021-12-10 16:06","market":"us","language":"en","title":"3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买并持有的 3 只被低估的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192503036","media":"Motley Fool ","summary":"You can find hidden gems in the much-hyped electric vehicle space too.","content":"<p>With electric vehicle (EV) maker&nbsp;<b>Tesla</b>&nbsp;valued at more than $1 trillion and&nbsp;<b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车（EV）制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到 200 辆汽车，价值超过 1000 亿美元，注重价值的投资者可能会发现，远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也有大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域隐藏的三颗宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider&nbsp;<b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of&nbsp;<b>Lucid Group</b>&nbsp;and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都是一样的。例如，考虑<b>蔚来</b>2021年前9个月，该公司售出66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于销售历史不多，Lucid 和Rivian股票的市销率没有意义。蔚来汽车近10的市销率虽然看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的蔚来 PS 比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉作为电动汽车先驱的比例更高，拥有强大的品牌形象和创新的产品。然而，与蔚来相比，溢价看起来太大了。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于现在进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯粹电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are&nbsp;<b>BYD</b>&nbsp;and&nbsp;<b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的股票交易市销率远低于特斯拉甚至蔚来。无论从哪个角度来看，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1. 蔚来有很多值得喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出的260万辆电动汽车中，仅中国就售出了约110万辆。此外，2021年上半年在中国销售的电动汽车数量相当于2020年全年在中国销售的电动汽车数量。</blockquote></p><p> Nio&nbsp;reported&nbsp;strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来报告 11 月份汽车交付量强劲。除了 10 月份由于计划升级生产线，该公司报告交付量有所下降外，蔚来汽车的交付量基本呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and&nbsp;<b>Li Auto</b>, as well as global EV companies including Tesla. Nio is&nbsp;doing well so far&nbsp;despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best&nbsp;features and technology&nbsp;available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪等本地企业的激烈竞争，<b>小鹏</b>，和<b>理想汽车</b>以及包括特斯拉在内的全球电动汽车公司。尽管有竞争，蔚来到目前为止做得很好。此外，该公司计划于明年初开始交付新款豪华轿车 ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步推动蔚来汽车的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>2、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>当投资者关注即将上市的电动汽车股票时，中国老牌汽车制造商比亚迪已经在电动汽车领域占据了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为 17%。这高于上汽集团合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉占据中国电动汽车市场约11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月份，比亚迪电动车型销量同比增长153%，达到46,137辆。包括插电式混合动力车在内，该公司当月售出 90,121 辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去 12 个月的收入为 302 亿美元，主要分为三个领域。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度重视，这些汽车在未来几年可能会在比亚迪的收入组合中占据越来越大的份额。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3. 大众汽车有着远大的电动汽车野心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会在顶级汽车制造商大众汽车身上找到价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到 2025 年将电动汽车交付量提高到销售额的 20%。到 2030 年，该公司的目标是其在欧洲 60% 的销量为电动汽车。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your&nbsp;EV portfolio.</p><p><blockquote>前九个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外 246,000 辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前九个月交付了 627,572 辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量是巨大的，并将继续增长。简而言之，该股票肯定会在您的电动汽车投资组合中找到一席之地。</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>3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买并持有的 3 只被低估的电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买并持有的 3 只被低估的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-12-10 16:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With electric vehicle (EV) maker&nbsp;<b>Tesla</b>&nbsp;valued at more than $1 trillion and&nbsp;<b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车（EV）制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到 200 辆汽车，价值超过 1000 亿美元，注重价值的投资者可能会发现，远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也有大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域隐藏的三颗宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider&nbsp;<b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of&nbsp;<b>Lucid Group</b>&nbsp;and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都是一样的。例如，考虑<b>蔚来</b>2021年前9个月，该公司售出66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于销售历史不多，Lucid 和Rivian股票的市销率没有意义。蔚来汽车近10的市销率虽然看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的蔚来 PS 比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉作为电动汽车先驱的比例更高，拥有强大的品牌形象和创新的产品。然而，与蔚来相比，溢价看起来太大了。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于现在进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯粹电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are&nbsp;<b>BYD</b>&nbsp;and&nbsp;<b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的股票交易市销率远低于特斯拉甚至蔚来。无论从哪个角度来看，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1. 蔚来有很多值得喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出的260万辆电动汽车中，仅中国就售出了约110万辆。此外，2021年上半年在中国销售的电动汽车数量相当于2020年全年在中国销售的电动汽车数量。</blockquote></p><p> Nio&nbsp;reported&nbsp;strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来报告 11 月份汽车交付量强劲。除了 10 月份由于计划升级生产线，该公司报告交付量有所下降外，蔚来汽车的交付量基本呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and&nbsp;<b>Li Auto</b>, as well as global EV companies including Tesla. Nio is&nbsp;doing well so far&nbsp;despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best&nbsp;features and technology&nbsp;available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪等本地企业的激烈竞争，<b>小鹏</b>，和<b>理想汽车</b>以及包括特斯拉在内的全球电动汽车公司。尽管有竞争，蔚来到目前为止做得很好。此外，该公司计划于明年初开始交付新款豪华轿车 ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步推动蔚来汽车的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>2、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>当投资者关注即将上市的电动汽车股票时，中国老牌汽车制造商比亚迪已经在电动汽车领域占据了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为 17%。这高于上汽集团合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉占据中国电动汽车市场约11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月份，比亚迪电动车型销量同比增长153%，达到46,137辆。包括插电式混合动力车在内，该公司当月售出 90,121 辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去 12 个月的收入为 302 亿美元，主要分为三个领域。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度重视，这些汽车在未来几年可能会在比亚迪的收入组合中占据越来越大的份额。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3. 大众汽车有着远大的电动汽车野心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会在顶级汽车制造商大众汽车身上找到价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到 2025 年将电动汽车交付量提高到销售额的 20%。到 2030 年，该公司的目标是其在欧洲 60% 的销量为电动汽车。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your&nbsp;EV portfolio.</p><p><blockquote>前九个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外 246,000 辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前九个月交付了 627,572 辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量是巨大的，并将继续增长。简而言之，该股票肯定会在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/\">Motley Fool </a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","VWAGY":"大众汽车ADR","01211":"比亚迪股份","BYDDY":"比亚迪ADR"},"source_url":"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192503036","content_text":"With electric vehicle (EV) maker Tesla valued at more than $1 trillion and Rivian, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.\nLet's look at three such hidden gems in the electric vehicle space.\nImage source: Getty Images.\nValuation of EV stocks\nTrying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider Nio. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of Lucid Group and Rivian, both of which have sold far fewer vehicles so far.\nNIO Market Cap data by YCharts\nWith not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.\nNIO PS Ratio data by YCharts\nFor sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.\nTalking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.\nTwo such companies are BYD and Volkswagen. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.\n1. There is a lot to like about Nio\nInvestors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.\nNio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.\nThe company faces stiff competition from local players, including BYD,Xpeng, and Li Auto, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.\n2. BYD is gaining ground silently\nWhile investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According toCleanTechnica, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,General Motors, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.\nIn November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.\nWith a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.\nWith a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.\n3. Volkswagen has big EV ambitions\nEV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.\nIn the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.","news_type":1,"symbols_score_info":{"01211":0.9,"BYDDY":0.9,"NIO":0.9,"VWAGY":0.9}},"isVote":1,"tweetType":1,"viewCount":2944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602718681,"gmtCreate":1639065975055,"gmtModify":1639066031927,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"jialat liao la","listText":"jialat liao la","text":"jialat liao la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602718681","repostId":"1196130142","repostType":4,"repost":{"id":"1196130142","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639062546,"share":"https://www.laohunote.com/m/news/1196130142?lang=zh_CN&edition=full","pubTime":"2021-12-09 23:09","market":"us","language":"en","title":"Grab stock dropped more than 6% in morning trading<blockquote>Grab 股价早盘交易中下跌超过 6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196130142","media":"Tiger Newspress","summary":"Grab Holdings stock dropped more than 6% in morning trading.","content":"<p>Grab Holdings stock dropped more than 6% in morning trading.</p><p><blockquote>Grab Holdings 股价在早盘交易中下跌超过 6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1c84529a60ffcf4e7ba53b126b147d9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab stock dropped more than 6% in morning trading<blockquote>Grab 股价早盘交易中下跌超过 6%</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\">\nGrab stock dropped more than 6% in morning trading<blockquote>Grab 股价早盘交易中下跌超过 6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-09 23:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Grab Holdings stock dropped more than 6% in morning trading.</p><p><blockquote>Grab Holdings 股价在早盘交易中下跌超过 6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1c84529a60ffcf4e7ba53b126b147d9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196130142","content_text":"Grab Holdings stock dropped more than 6% in morning trading.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122709844,"gmtCreate":1624631917388,"gmtModify":1633950276914,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","listText":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","text":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122709844","repostId":"1179245434","repostType":2,"repost":{"id":"1179245434","kind":"news","pubTimestamp":1624620760,"share":"https://www.laohunote.com/m/news/1179245434?lang=zh_CN&edition=full","pubTime":"2021-06-25 19:32","market":"us","language":"en","title":"Gamestop In, AMC Out? Which Meme Stocks Will Be Impacted In Today's Russell Rebalance?<blockquote>游戏驿站进去，AMC出去？哪些模因股票将受到今天罗素再平衡的影响？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179245434","media":"zerohedge","summary":"As we detailed previously, every June, the Russell Index rebalances by removing stocks that no longe","content":"<p>As we detailed previously, every June, the Russell Index rebalances by removing stocks that no longer meet their criteria (and incorporating recently improving names).</p><p><blockquote>正如我们之前详述的，每年六月，罗素指数都会通过删除不再符合其标准的股票（并纳入最近改善的股票）来重新平衡。</blockquote></p><p> As SpotGamma notes,<b>many traders are starting to discuss the upcoming&nbsp;Russell Index rebalances, and the prospect of GME, AMC or other&nbsp;meme stocks being added to Russell 1000.</b></p><p><blockquote>正如SpotGamma所指出的，<b>许多交易员开始讨论即将到来的罗素指数再平衡，以及 GME、AMC 或其他模因股票被纳入罗素 1000 指数的前景。</b></blockquote></p><p> Each year in June<u><i><b>(today - Friday, June 25 this year)</b></i></u>the FTSE Russell uses a set ofcriteria&nbsp;to determine which companies stock will be tracked by their benchmark indices.</p><p><blockquote>每年六月<u><i><b>（今日至本年六月二十五日，星期五）</b></i></u>富时罗素使用一套标准来确定哪些公司股票将被其基准指数跟踪。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8620fa3c3147d2c806038327c9efd6e4\" tg-width=\"947\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>The new constituents will be announced after the bell today.</b></p><p><blockquote><b>新的选民将在今天敲钟后宣布。</b></blockquote></p><p> There are many ways investors can track these indices, such as through an ETF like&nbsp;IWM.</p><p><blockquote>投资者可以通过多种方式跟踪这些指数，例如通过 IWM 等 ETF。</blockquote></p><p> For massive assets like pension funds, they track by owning the individual stock components of the index.</p><p><blockquote>对于养老基金等大型资产，他们通过拥有指数的个股成分来跟踪。</blockquote></p><p> <b>For example if the FTSE adds a 1% weighting of GameStop to the Russell 2000 Index, everyone that tracks the Russell 2000 must buy GME shares. To offset this addition, the Russell will reduce or remove other stock(s) that not longer meet their criteria.</b></p><p><blockquote><b>例如，如果富时指数在罗素 2000 指数中增加 1% 的游戏驿站权重，则每个追踪罗素 2000 指数的人都必须购买 GME 股票。为了抵消这一增加，罗素将减少或删除不再符合标准的其他库存。</b></blockquote></p><p> <i>*Note: While this post discusses the Russell, the mechanics are the same for the S&amp;P Indices, too.</i></p><p><blockquote><i>*注意：虽然这篇文章讨论了罗素指数，但标准普尔指数的机制也是相同的。</i></blockquote></p><p> Analysts spend a lot of time trying to assess which stocks will be added or removed from the indices during this annual rebalance.</p><p><blockquote>分析师花费大量时间试图评估在年度再平衡期间哪些股票将被添加到指数中或从指数中删除。</blockquote></p><p> According to the FTSE Russell approximately&nbsp;$16 trillion assets track the Russell indices, so a lot of shares may have to be bought and sold so that all of these various funds conform to the appropriate benchmark.</p><p><blockquote>根据富时罗素的数据，大约有16万亿美元的资产跟踪罗素指数，因此可能需要买卖大量股票，以便所有这些不同的基金都符合适当的基准。</blockquote></p><p> With volume like that, one can see the value of knowing which stocks may be bought and sold&nbsp;<i>before</i>&nbsp;these large funds start their adjustment.</p><p><blockquote>有了这样的交易量，人们就可以看到了解哪些股票可以买卖的价值<i>以前</i>这些大基金开始调整。</blockquote></p><p> <u>Knowing what stocks will be added or removed from indices, such as Russell, is a huge opportunity for traders</u></p><p><blockquote><u>了解哪些股票将从指数中添加或删除，例如罗素指数，对于交易者来说是一个巨大的机会</u></blockquote></p><p> TSLA was a prime example of how traders got ahead of these additions. In late November 2020, it was announced that&nbsp;TSLA would be added to the S&amp;P500 Index. As you can see on the chart below, the stock traded nearly 50% higher from the announcement date to the actual addition date.</p><p><blockquote>TSLA 是交易员如何领先于这些新增产品的一个典型例子。2020年11月下旬，宣布特斯拉将被纳入标准普尔500指数。正如您在下图中看到的，从公告日期到实际添加日期，该股的交易价格上涨了近 50%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b5a1b955bc2c60236833e65ad22e8c9\" tg-width=\"1280\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It’s important to mention that&nbsp;Tesla’s massive move into the index&nbsp;addition was quite an aberration, and traders should not expect ~50% moves for all index events.</p><p><blockquote>值得一提的是，特斯拉在指数中的大幅波动是一种相当反常的行为，交易者不应期望所有指数事件的波动幅度约为 50%。</blockquote></p><p> <u>Mechanically, this is how an index rebalance trade may take place</u></p><p><blockquote><u>从机械上讲，这就是指数再平衡交易可能发生的方式</u></blockquote></p><p> <b>Theoretical Example:</b></p><p><blockquote><b>理论示例：</b></blockquote></p><p> The Huge State Pension Fund (like: CALPERS,&nbsp;Texas Teachers, etc.) has $1 billion tracking the Russell 2000 Index. It’s announced that at the close of trading on June 25th, GME will be added to the Russell 2000.</p><p><blockquote>庞大的国家养老基金（如：CALPERS、德克萨斯教师等）。）有10亿美元跟踪罗素2000指数。据宣布，在 6 月 25 日收盘时，GME 将被纳入罗素 2000 指数。</blockquote></p><p> Huge State Pension Fund must therefore buy:</p><p><blockquote>因此，庞大的国家养老基金必须购买：</blockquote></p><p> <ul>  <li>$1,000,000,000 (AUM) * 1.0% (index weighting) = $10,000,000 notional of GME stock</li>  <li>$10,000,000/$225 (GME share price) =</li>  <li><b>44,444 shares of GME stock</b></li> </ul> The index fund’s goal is to track the benchmark, and so they often work with bank dealers to try and buy these shares at the close of trading on June 25. Accordingly, bank dealers may start to build an inventory of shares in the days leading to the actual rebalance.</p><p><blockquote><ul><li>$1,000,000,000 (AUM) * 1.0%（指数加权）= $10,000,000 GME 股票名义价值</li><li>$10,000,000/$225（GME股价）=</li><li><b>44,444 股 GME 股票</b></li></ul>指数基金的目标是跟踪基准，因此他们经常与银行交易商合作，试图在 6 月 25 日收盘时买入这些股票。因此，银行交易商可能会在实际重新平衡前的日子里开始建立股票库存。</blockquote></p><p> The hypothetical example above shows how many shares would be bought with just&nbsp;<i>one</i>&nbsp;relatively small fund. You can imagine how the share count increases when you start to allocate trillions of dollars of capital to the index re-weighting.</p><p><blockquote>上面的假设示例显示了只需购买多少股<i>一</i>相对较小的基金。你可以想象，当你开始将数万亿美元的资本分配给指数重新加权时，股票数量会如何增加。</blockquote></p><p> <u><b>So, who will make it?</b></u></p><p><blockquote><u><b>那么，谁会成功呢？</b></u></blockquote></p><p> To be included in the Russell 1,000 Index - a group of the largest US stocks -<b>a company should be worth at least $5.2 billion by May 7</b>, according to&nbsp;a chart from FTSE Russell, which creates the indexes.</p><p><blockquote>将被纳入罗素 1,000 指数（一组最大的美国股票）<b>到 5 月 7 日，一家公司的价值应至少达到 52 亿美元</b>根据创建这些指数的富时罗素的图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/186872b8bba306cc607661671efeaed7\" tg-width=\"500\" tg-height=\"270\" referrerpolicy=\"no-referrer\"><u><i><b>That puts retail-trader icon GameStop, which was worth about $12 billion as of the market close on May 7, in the running to be included.</b></i></u></p><p><blockquote><u><i><b>这使得零售商标志性公司游戏驿站（截至 5 月 7 日收盘时市值约为 120 亿美元）也有望被纳入其中。</b></i></u></blockquote></p><p> <u><i><b>But AMC Entertainment might have just missed the cutoff.</b></i></u></p><p><blockquote><u><i><b>但AMC院线可能只是错过了截止日期。</b></i></u></blockquote></p><p> And finally, here's Goldman's best guess at the additions and deletions...</p><p><blockquote>最后，这是高盛对增加和删除的最佳猜测……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39e95e31f337f982f86d79aef5cc0e34\" tg-width=\"794\" tg-height=\"1197\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><u>Potential Additions to the Russell 1000 Index</u></b></p><p><blockquote><b><u>罗素 1000 指数的潜在补充</u></b></blockquote></p><p> Investors can use the results of our analysis to<b>anticipate potential price moves and buying/selling pressure for stocks being added to and deleted from</b>the widely-followed large-cap and small-cap benchmark indices.</p><p><blockquote>投资者可以利用我们的分析结果<b>预测被添加和删除的股票的潜在价格变动和买入/卖出压力</b>广受关注的大盘股和小盘股基准指数。</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>Gamestop In, AMC Out? Which Meme Stocks Will Be Impacted In Today's Russell Rebalance?<blockquote>游戏驿站进去，AMC出去？哪些模因股票将受到今天罗素再平衡的影响？</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\">\nGamestop In, AMC Out? Which Meme Stocks Will Be Impacted In Today's Russell Rebalance?<blockquote>游戏驿站进去，AMC出去？哪些模因股票将受到今天罗素再平衡的影响？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-25 19:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As we detailed previously, every June, the Russell Index rebalances by removing stocks that no longer meet their criteria (and incorporating recently improving names).</p><p><blockquote>正如我们之前详述的，每年六月，罗素指数都会通过删除不再符合其标准的股票（并纳入最近改善的股票）来重新平衡。</blockquote></p><p> As SpotGamma notes,<b>many traders are starting to discuss the upcoming&nbsp;Russell Index rebalances, and the prospect of GME, AMC or other&nbsp;meme stocks being added to Russell 1000.</b></p><p><blockquote>正如SpotGamma所指出的，<b>许多交易员开始讨论即将到来的罗素指数再平衡，以及 GME、AMC 或其他模因股票被纳入罗素 1000 指数的前景。</b></blockquote></p><p> Each year in June<u><i><b>(today - Friday, June 25 this year)</b></i></u>the FTSE Russell uses a set ofcriteria&nbsp;to determine which companies stock will be tracked by their benchmark indices.</p><p><blockquote>每年六月<u><i><b>（今日至本年六月二十五日，星期五）</b></i></u>富时罗素使用一套标准来确定哪些公司股票将被其基准指数跟踪。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8620fa3c3147d2c806038327c9efd6e4\" tg-width=\"947\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>The new constituents will be announced after the bell today.</b></p><p><blockquote><b>新的选民将在今天敲钟后宣布。</b></blockquote></p><p> There are many ways investors can track these indices, such as through an ETF like&nbsp;IWM.</p><p><blockquote>投资者可以通过多种方式跟踪这些指数，例如通过 IWM 等 ETF。</blockquote></p><p> For massive assets like pension funds, they track by owning the individual stock components of the index.</p><p><blockquote>对于养老基金等大型资产，他们通过拥有指数的个股成分来跟踪。</blockquote></p><p> <b>For example if the FTSE adds a 1% weighting of GameStop to the Russell 2000 Index, everyone that tracks the Russell 2000 must buy GME shares. To offset this addition, the Russell will reduce or remove other stock(s) that not longer meet their criteria.</b></p><p><blockquote><b>例如，如果富时指数在罗素 2000 指数中增加 1% 的游戏驿站权重，则每个追踪罗素 2000 指数的人都必须购买 GME 股票。为了抵消这一增加，罗素将减少或删除不再符合标准的其他库存。</b></blockquote></p><p> <i>*Note: While this post discusses the Russell, the mechanics are the same for the S&amp;P Indices, too.</i></p><p><blockquote><i>*注意：虽然这篇文章讨论了罗素指数，但标准普尔指数的机制也是相同的。</i></blockquote></p><p> Analysts spend a lot of time trying to assess which stocks will be added or removed from the indices during this annual rebalance.</p><p><blockquote>分析师花费大量时间试图评估在年度再平衡期间哪些股票将被添加到指数中或从指数中删除。</blockquote></p><p> According to the FTSE Russell approximately&nbsp;$16 trillion assets track the Russell indices, so a lot of shares may have to be bought and sold so that all of these various funds conform to the appropriate benchmark.</p><p><blockquote>根据富时罗素的数据，大约有16万亿美元的资产跟踪罗素指数，因此可能需要买卖大量股票，以便所有这些不同的基金都符合适当的基准。</blockquote></p><p> With volume like that, one can see the value of knowing which stocks may be bought and sold&nbsp;<i>before</i>&nbsp;these large funds start their adjustment.</p><p><blockquote>有了这样的交易量，人们就可以看到了解哪些股票可以买卖的价值<i>以前</i>这些大基金开始调整。</blockquote></p><p> <u>Knowing what stocks will be added or removed from indices, such as Russell, is a huge opportunity for traders</u></p><p><blockquote><u>了解哪些股票将从指数中添加或删除，例如罗素指数，对于交易者来说是一个巨大的机会</u></blockquote></p><p> TSLA was a prime example of how traders got ahead of these additions. In late November 2020, it was announced that&nbsp;TSLA would be added to the S&amp;P500 Index. As you can see on the chart below, the stock traded nearly 50% higher from the announcement date to the actual addition date.</p><p><blockquote>TSLA 是交易员如何领先于这些新增产品的一个典型例子。2020年11月下旬，宣布特斯拉将被纳入标准普尔500指数。正如您在下图中看到的，从公告日期到实际添加日期，该股的交易价格上涨了近 50%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b5a1b955bc2c60236833e65ad22e8c9\" tg-width=\"1280\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It’s important to mention that&nbsp;Tesla’s massive move into the index&nbsp;addition was quite an aberration, and traders should not expect ~50% moves for all index events.</p><p><blockquote>值得一提的是，特斯拉在指数中的大幅波动是一种相当反常的行为，交易者不应期望所有指数事件的波动幅度约为 50%。</blockquote></p><p> <u>Mechanically, this is how an index rebalance trade may take place</u></p><p><blockquote><u>从机械上讲，这就是指数再平衡交易可能发生的方式</u></blockquote></p><p> <b>Theoretical Example:</b></p><p><blockquote><b>理论示例：</b></blockquote></p><p> The Huge State Pension Fund (like: CALPERS,&nbsp;Texas Teachers, etc.) has $1 billion tracking the Russell 2000 Index. It’s announced that at the close of trading on June 25th, GME will be added to the Russell 2000.</p><p><blockquote>庞大的国家养老基金（如：CALPERS、德克萨斯教师等）。）有10亿美元跟踪罗素2000指数。据宣布，在 6 月 25 日收盘时，GME 将被纳入罗素 2000 指数。</blockquote></p><p> Huge State Pension Fund must therefore buy:</p><p><blockquote>因此，庞大的国家养老基金必须购买：</blockquote></p><p> <ul>  <li>$1,000,000,000 (AUM) * 1.0% (index weighting) = $10,000,000 notional of GME stock</li>  <li>$10,000,000/$225 (GME share price) =</li>  <li><b>44,444 shares of GME stock</b></li> </ul> The index fund’s goal is to track the benchmark, and so they often work with bank dealers to try and buy these shares at the close of trading on June 25. Accordingly, bank dealers may start to build an inventory of shares in the days leading to the actual rebalance.</p><p><blockquote><ul><li>$1,000,000,000 (AUM) * 1.0%（指数加权）= $10,000,000 GME 股票名义价值</li><li>$10,000,000/$225（GME股价）=</li><li><b>44,444 股 GME 股票</b></li></ul>指数基金的目标是跟踪基准，因此他们经常与银行交易商合作，试图在 6 月 25 日收盘时买入这些股票。因此，银行交易商可能会在实际重新平衡前的日子里开始建立股票库存。</blockquote></p><p> The hypothetical example above shows how many shares would be bought with just&nbsp;<i>one</i>&nbsp;relatively small fund. You can imagine how the share count increases when you start to allocate trillions of dollars of capital to the index re-weighting.</p><p><blockquote>上面的假设示例显示了只需购买多少股<i>一</i>相对较小的基金。你可以想象，当你开始将数万亿美元的资本分配给指数重新加权时，股票数量会如何增加。</blockquote></p><p> <u><b>So, who will make it?</b></u></p><p><blockquote><u><b>那么，谁会成功呢？</b></u></blockquote></p><p> To be included in the Russell 1,000 Index - a group of the largest US stocks -<b>a company should be worth at least $5.2 billion by May 7</b>, according to&nbsp;a chart from FTSE Russell, which creates the indexes.</p><p><blockquote>将被纳入罗素 1,000 指数（一组最大的美国股票）<b>到 5 月 7 日，一家公司的价值应至少达到 52 亿美元</b>根据创建这些指数的富时罗素的图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/186872b8bba306cc607661671efeaed7\" tg-width=\"500\" tg-height=\"270\" referrerpolicy=\"no-referrer\"><u><i><b>That puts retail-trader icon GameStop, which was worth about $12 billion as of the market close on May 7, in the running to be included.</b></i></u></p><p><blockquote><u><i><b>这使得零售商标志性公司游戏驿站（截至 5 月 7 日收盘时市值约为 120 亿美元）也有望被纳入其中。</b></i></u></blockquote></p><p> <u><i><b>But AMC Entertainment might have just missed the cutoff.</b></i></u></p><p><blockquote><u><i><b>但AMC院线可能只是错过了截止日期。</b></i></u></blockquote></p><p> And finally, here's Goldman's best guess at the additions and deletions...</p><p><blockquote>最后，这是高盛对增加和删除的最佳猜测……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39e95e31f337f982f86d79aef5cc0e34\" tg-width=\"794\" tg-height=\"1197\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><u>Potential Additions to the Russell 1000 Index</u></b></p><p><blockquote><b><u>罗素 1000 指数的潜在补充</u></b></blockquote></p><p> Investors can use the results of our analysis to<b>anticipate potential price moves and buying/selling pressure for stocks being added to and deleted from</b>the widely-followed large-cap and small-cap benchmark indices.</p><p><blockquote>投资者可以利用我们的分析结果<b>预测被添加和删除的股票的潜在价格变动和买入/卖出压力</b>广受关注的大盘股和小盘股基准指数。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/gamestop-amc-out-which-meme-stocks-will-be-impacted-todays-russell-rebalance?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">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":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.zerohedge.com/markets/gamestop-amc-out-which-meme-stocks-will-be-impacted-todays-russell-rebalance?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179245434","content_text":"As we detailed previously, every June, the Russell Index rebalances by removing stocks that no longer meet their criteria (and incorporating recently improving names).\nAs SpotGamma notes,many traders are starting to discuss the upcoming Russell Index rebalances, and the prospect of GME, AMC or other meme stocks being added to Russell 1000.\nEach year in June(today - Friday, June 25 this year)the FTSE Russell uses a set ofcriteria to determine which companies stock will be tracked by their benchmark indices.\n\nThe new constituents will be announced after the bell today.\nThere are many ways investors can track these indices, such as through an ETF like IWM.\nFor massive assets like pension funds, they track by owning the individual stock components of the index.\nFor example if the FTSE adds a 1% weighting of GameStop to the Russell 2000 Index, everyone that tracks the Russell 2000 must buy GME shares. To offset this addition, the Russell will reduce or remove other stock(s) that not longer meet their criteria.\n*Note: While this post discusses the Russell, the mechanics are the same for the S&P Indices, too.\nAnalysts spend a lot of time trying to assess which stocks will be added or removed from the indices during this annual rebalance.\nAccording to the FTSE Russell approximately $16 trillion assets track the Russell indices, so a lot of shares may have to be bought and sold so that all of these various funds conform to the appropriate benchmark.\nWith volume like that, one can see the value of knowing which stocks may be bought and sold before these large funds start their adjustment.\nKnowing what stocks will be added or removed from indices, such as Russell, is a huge opportunity for traders\nTSLA was a prime example of how traders got ahead of these additions. In late November 2020, it was announced that TSLA would be added to the S&P500 Index. As you can see on the chart below, the stock traded nearly 50% higher from the announcement date to the actual addition date.\n\nIt’s important to mention that Tesla’s massive move into the index addition was quite an aberration, and traders should not expect ~50% moves for all index events.\nMechanically, this is how an index rebalance trade may take place\nTheoretical Example:\nThe Huge State Pension Fund (like: CALPERS, Texas Teachers, etc.) has $1 billion tracking the Russell 2000 Index. It’s announced that at the close of trading on June 25th, GME will be added to the Russell 2000.\nHuge State Pension Fund must therefore buy:\n\n$1,000,000,000 (AUM) * 1.0% (index weighting) = $10,000,000 notional of GME stock\n$10,000,000/$225 (GME share price) =\n44,444 shares of GME stock\n\nThe index fund’s goal is to track the benchmark, and so they often work with bank dealers to try and buy these shares at the close of trading on June 25. Accordingly, bank dealers may start to build an inventory of shares in the days leading to the actual rebalance.\nThe hypothetical example above shows how many shares would be bought with just one relatively small fund. You can imagine how the share count increases when you start to allocate trillions of dollars of capital to the index re-weighting.\nSo, who will make it?\nTo be included in the Russell 1,000 Index - a group of the largest US stocks -a company should be worth at least $5.2 billion by May 7, according to a chart from FTSE Russell, which creates the indexes.\nThat puts retail-trader icon GameStop, which was worth about $12 billion as of the market close on May 7, in the running to be included.\nBut AMC Entertainment might have just missed the cutoff.\nAnd finally, here's Goldman's best guess at the additions and deletions...\n\nPotential Additions to the Russell 1000 Index\nInvestors can use the results of our analysis toanticipate potential price moves and buying/selling pressure for stocks being added to and deleted fromthe widely-followed large-cap and small-cap benchmark indices.","news_type":1,"symbols_score_info":{"AMC":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121291730,"gmtCreate":1624464365520,"gmtModify":1634005704298,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"i hope Tiger Brokers allow us to trade crypto soon","listText":"i hope Tiger Brokers allow us to trade crypto soon","text":"i hope Tiger Brokers allow us to trade crypto soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121291730","repostId":"2145531099","repostType":4,"isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129293332,"gmtCreate":1624372951426,"gmtModify":1634007076191,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>please be green soon","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>please be green soon","text":"$AMC Entertainment(AMC)$please be green soon","images":[{"img":"https://static.tigerbbs.com/492f64196acf243d6691f3e9212308b8","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129293332","isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184961226,"gmtCreate":1623681181565,"gmtModify":1634030145587,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>doing well tonight","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>doing well tonight","text":"$Apple(AAPL)$doing well tonight","images":[{"img":"https://static.tigerbbs.com/c185383fbd935e098788c61b53c2dd60","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184961226","isVote":1,"tweetType":1,"viewCount":2064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184989002,"gmtCreate":1623680823406,"gmtModify":1634030155033,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"Finally Apple is showing signs of life","listText":"Finally Apple is showing signs of life","text":"Finally Apple is showing signs of life","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184989002","repostId":"2143784913","repostType":4,"isVote":1,"tweetType":1,"viewCount":2142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186554141,"gmtCreate":1623514007283,"gmtModify":1634032213075,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>gogogo","text":"$Apple(AAPL)$gogogo","images":[{"img":"https://static.tigerbbs.com/cb26830bc9cd4576d941f08f33060e08","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186554141","isVote":1,"tweetType":1,"viewCount":2587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188863450,"gmtCreate":1623428234170,"gmtModify":1634033270836,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"Its time to short the market again. Or buy stocks with negative beta like GME","listText":"Its time to short the market again. Or buy stocks with negative beta like GME","text":"Its time to short the market again. Or buy stocks with negative beta like GME","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188863450","repostId":"1114257617","repostType":4,"repost":{"id":"1114257617","kind":"news","pubTimestamp":1623425495,"share":"https://www.laohunote.com/m/news/1114257617?lang=zh_CN&edition=full","pubTime":"2021-06-11 23:31","market":"us","language":"en","title":"The Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans<blockquote>宿醉到来：爆炸性通货膨胀导致房屋和汽车购买计划创纪录的崩溃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114257617","media":"zerohedge","summary":"For the past several months we have warned about the pernicious effects soaring prices are having on","content":"<p>For the past several months we have warned about the pernicious effects soaring prices are having on both corporations (\"Buckle Up! Inflation Is Here!\") and consumers (\"\"This Is Not Transitory\": Hyperinflation Fears Are Soaring Across America\"), prompting even otherwise boring sellside research to get&nbsp; (hyper) exciting, with Deutsche Bank (which warned this week that \"Inflation Is About To Explode \"Leaving Global Economies Sitting On A Time Bomb\"\") and Bank of America (which \"Just Threw Up All Over The Fed's \"Transitory\" Argument\") now openly claiming that<i>the Fed is wrong</i>, and the US is facing an unprecedented period of far higher, non-transitory inflation, with DB going so far as towarn<i>\"policymakers will face the most challenging years since the Volcker/Reagan period in the 1980s.\"</i></p><p><blockquote>在过去的几个月里，我们一直在警告价格飙升对企业（“系好安全带!通货膨胀来了!”）和消费者（“这不是暂时的”：对恶性通货膨胀的担忧正在美国各地飙升”），甚至促使原本无聊的卖方研究变得（超级）令人兴奋，德意志银行（本周警告称“通货膨胀即将爆发”，让全球经济坐在定时炸弹上”）和美国银行（“刚刚对美联储的“暂时”论点呕吐”）现在公开声称<i>美联储错了</i>美国正面临一个前所未有的高得多的非暂时性通货膨胀时期，DB甚至走向towarn<i>“政策制定者将面临自 20 世纪 80 年代沃尔克/里根时期以来最具挑战性的几年。”</i></blockquote></p><p> But none of this has spooked the Fed into conceding - or believing - that inflation is anything more than transitory. And maybe just this once, the Fed has a point because all else equal, by which we mean lack of rising wages, the best cure to higher prices is, well... higher prices.</p><p><blockquote>但这一切都没有吓到美联储承认或相信通货膨胀只是暂时的。也许就这一次，美联储说得有道理，因为在其他条件相同的情况下，我们指的是工资没有上涨，解决物价上涨的最佳方法是，嗯……更高的价格。</blockquote></p><p> <b>Presenting Exhibit A</b>: two weeks ago,we observed that anticipatingan end to Biden's stimmy bonanza end and that soon they will have to live again within their means, Americans' buying intentions (6 months from today) as measured by the Conference Board, had cratered across the 3 major spending categories: homes, automobiles and major household appliances.</p><p><blockquote><b>展示附件A</b>: 两周前，我们观察到，预计拜登的低迷财富将会结束，而且他们很快就将不得不再次量入为出，根据世界大型企业联合会的衡量，美国人的购买意愿（从今天起 6 个月）在 3 个主要支出类别中大幅下降：家庭、汽车和主要家用电器。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/440125680ea111da38a7c9adbc47f811\" tg-width=\"500\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The drop was so massive, it amounted to the biggest one-month drop in intentions to purchase appliances...</p><p><blockquote>降幅如此之大，以至于成为一个月来购买电器意向的最大降幅……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/483ef9fdbbe4fe34fc94863262839a85\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ... and homes...</p><p><blockquote>...和家……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ea40a948d838e7eaa00fbde1f60e1906\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> This confirms what wenoted earlier, namely a record divergence between crashing homebuyer confidence (due to record home prices) and soaring homebuilder confidence (also due to record home prices). Guess which one will matter in the end.</p><p><blockquote>这证实了之前所说的，即购房者信心崩溃（由于创纪录的房价）和房屋建筑商信心飙升（也由于创纪录的房价）之间的创纪录差异。猜猜最后哪一个会很重要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a49f04b77740aab4ba75d00085dd8ada\" tg-width=\"500\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Fast forward to today when we just got<b>Exhibit B: the June UMichigan Sentiment Survey.</b></p><p><blockquote>快进到今天，当我们刚刚<b>附件B：6月密歇根情绪调查。</b></blockquote></p><p> While there wassome good news here, in that inflation expectations for both the 1-year and 5-10 look ahead periods dropped slightly...</p><p><blockquote>虽然这里有一些好消息，但1年和5-10年展望期的通胀预期都略有下降……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0cf98553bfedc6500457c9aa3cbe0f\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ... what we found more concerning is what chief economist, Richard Curtin said namely that since \"Rising inflation remained a top concern of consumers\", the spontaneous references to market prices for homes, vehicles, and household durables fell to their worst level since the all-time record in November 1974.</p><p><blockquote>...我们发现更令人担忧的是首席经济学家理查德·科廷（Richard Curtin）所说的，即由于“通胀上升仍然是消费者最关心的问题”，房屋、汽车和家用耐用品市场价格的自发参考跌至自1974年11月创下历史最高纪录以来的最低水平。</blockquote></p><p> And as Curtin adds, \"<b>these unfavorable perceptions of market prices reduced overall buying attitudes for vehicles and homes to their lowest point since 1982.</b>These declines were especially sharp among those with incomes in the top third, who account for more than half of the dollar volume of retail sales.\"</p><p><blockquote>正如科廷补充道，“<b>这些对市场价格的不利看法将汽车和住宅的总体购买态度降至1982年以来的最低点。</b>这些下降在收入排名前三分之一的人群中尤为明显，他们占零售额的一半以上。”</blockquote></p><p> This can be seen in the following chart showing records across the board for \"bad buying conditions\" due to high prices for houses, durable goods and autos. In other words, due to soarking prices is America is going on a buyers' strike.</p><p><blockquote>这可以从下图中看出，该图显示了由于房屋、耐用品和汽车价格高企而导致的“糟糕的购买条件”的全面记录。换句话说，由于物价飞涨，美国正在进行买家罢工。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b46f5f27af1090c20579d573274a9f52\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> This, for better or worse,<b>screams not only stagflation but also permanently higher prices,</b>as Curting elaborates:</p><p><blockquote>不管是好是坏，<b>不仅是滞胀，还有永久性的物价上涨，</b>正如柯廷所阐述的那样：</blockquote></p><p>   <i>... in the emergence from the pandemic, consumers are temporarily less sensitive to prices due to pent-up demand and record savings as well as improved job and income prospects.</i>   <i><b>The acceptance of price increases as due to the pandemic, makes inflationary psychology more likely to gain a foothold if the exit is lengthy.</b></i>  The problem: sooner or laters the stimmies will end, but prices by then will already be fixed higher, and good luck trying to pull them down.</p><p><blockquote><i>...随着疫情的出现，由于被压抑的需求和创纪录的储蓄以及就业和收入前景的改善，消费者对价格的敏感度暂时降低了。</i><i><b>如果退出时间很长，接受疫情导致的价格上涨使得通货膨胀心理更有可能获得立足点。</b></i>问题是：stimmies迟早会结束，但到那时价格已经固定在更高的位置，祝你好运试图将它们拉低。</blockquote></p><p></p><p>   <i>While expansive monetary and fiscal policies are still warranted, the accompanying rise in inflation will cause uneven distributional impacts. Those impacts have already been noticed in June among the elderly and lower income households. A shift in the Fed's policy language could douse any incipient inflationary psychology, it would be no surprise to consumers, as two-thirds already expect higher interest rates in the year ahead.</i>  Oh, and for those saying wage hikes may be permanent we have some bad news: employers know very well that the extended unemployment benefits bonanza ends in September at which point millions of currently unemployed workers will flood back into the labor force sending wages sharply lower, and is why instead of raising base pay, most potential employers offer one-time bonuses, which - as the name implies - are one-time. As for higher wage pressures, well... just wait until October when everything reverses, Uncle Sam is no longer a better paying competitor to the US private sector, and wages slump.</p><p><blockquote><i>虽然扩张性货币和财政政策仍然有必要，但随之而来的通货膨胀上升将导致分配不均的影响。6月份，老年人和低收入家庭已经注意到了这些影响。美联储政策语言的转变可能会平息任何初期的通胀心理，这对消费者来说并不奇怪，因为三分之二的人已经预计未来一年利率会上升。</i>哦，对于那些说工资上涨可能是永久性的人来说，我们有一些坏消息：雇主们非常清楚，延长的失业救济金繁荣将在9月份结束，届时数百万目前失业的工人将涌回劳动力大军，导致工资大幅下降，这就是为什么大多数潜在雇主没有提高基本工资，而是提供一次性奖金，顾名思义，这是一次性的。至于更高的工资压力，嗯……只要等到10月份一切都逆转，山姆大叔就不再是美国私营部门薪酬更高的竞争对手，工资也会暴跌。</blockquote></p><p> What does that mean for the economy? Well, all those producers and retailers who got used to bumper demand and pushed their prices sharply and not so sharply higher, will face a stark choice: either drag prices right back down, or sell far fewer goods and services. That, or just await the next bailout.</p><p><blockquote>这对经济意味着什么？好吧，所有那些习惯于抑制需求并大幅提高价格的生产商和零售商将面临一个严峻的选择：要么直接降低价格，要么大幅减少销售商品和服务。或者只是等待下一次救助。</blockquote></p><p> One thing is certain:<b>six months from today, the US economy will be far, far uglier.</b></p><p><blockquote>有一点是肯定的：<b>从今天起六个月后，美国经济将会丑陋得多。</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>The Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans<blockquote>宿醉到来：爆炸性通货膨胀导致房屋和汽车购买计划创纪录的崩溃</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\">\nThe Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans<blockquote>宿醉到来：爆炸性通货膨胀导致房屋和汽车购买计划创纪录的崩溃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-11 23:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>For the past several months we have warned about the pernicious effects soaring prices are having on both corporations (\"Buckle Up! Inflation Is Here!\") and consumers (\"\"This Is Not Transitory\": Hyperinflation Fears Are Soaring Across America\"), prompting even otherwise boring sellside research to get&nbsp; (hyper) exciting, with Deutsche Bank (which warned this week that \"Inflation Is About To Explode \"Leaving Global Economies Sitting On A Time Bomb\"\") and Bank of America (which \"Just Threw Up All Over The Fed's \"Transitory\" Argument\") now openly claiming that<i>the Fed is wrong</i>, and the US is facing an unprecedented period of far higher, non-transitory inflation, with DB going so far as towarn<i>\"policymakers will face the most challenging years since the Volcker/Reagan period in the 1980s.\"</i></p><p><blockquote>在过去的几个月里，我们一直在警告价格飙升对企业（“系好安全带!通货膨胀来了!”）和消费者（“这不是暂时的”：对恶性通货膨胀的担忧正在美国各地飙升”），甚至促使原本无聊的卖方研究变得（超级）令人兴奋，德意志银行（本周警告称“通货膨胀即将爆发”，让全球经济坐在定时炸弹上”）和美国银行（“刚刚对美联储的“暂时”论点呕吐”）现在公开声称<i>美联储错了</i>美国正面临一个前所未有的高得多的非暂时性通货膨胀时期，DB甚至走向towarn<i>“政策制定者将面临自 20 世纪 80 年代沃尔克/里根时期以来最具挑战性的几年。”</i></blockquote></p><p> But none of this has spooked the Fed into conceding - or believing - that inflation is anything more than transitory. And maybe just this once, the Fed has a point because all else equal, by which we mean lack of rising wages, the best cure to higher prices is, well... higher prices.</p><p><blockquote>但这一切都没有吓到美联储承认或相信通货膨胀只是暂时的。也许就这一次，美联储说得有道理，因为在其他条件相同的情况下，我们指的是工资没有上涨，解决物价上涨的最佳方法是，嗯……更高的价格。</blockquote></p><p> <b>Presenting Exhibit A</b>: two weeks ago,we observed that anticipatingan end to Biden's stimmy bonanza end and that soon they will have to live again within their means, Americans' buying intentions (6 months from today) as measured by the Conference Board, had cratered across the 3 major spending categories: homes, automobiles and major household appliances.</p><p><blockquote><b>展示附件A</b>: 两周前，我们观察到，预计拜登的低迷财富将会结束，而且他们很快就将不得不再次量入为出，根据世界大型企业联合会的衡量，美国人的购买意愿（从今天起 6 个月）在 3 个主要支出类别中大幅下降：家庭、汽车和主要家用电器。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/440125680ea111da38a7c9adbc47f811\" tg-width=\"500\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The drop was so massive, it amounted to the biggest one-month drop in intentions to purchase appliances...</p><p><blockquote>降幅如此之大，以至于成为一个月来购买电器意向的最大降幅……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/483ef9fdbbe4fe34fc94863262839a85\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ... and homes...</p><p><blockquote>...和家……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ea40a948d838e7eaa00fbde1f60e1906\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> This confirms what wenoted earlier, namely a record divergence between crashing homebuyer confidence (due to record home prices) and soaring homebuilder confidence (also due to record home prices). Guess which one will matter in the end.</p><p><blockquote>这证实了之前所说的，即购房者信心崩溃（由于创纪录的房价）和房屋建筑商信心飙升（也由于创纪录的房价）之间的创纪录差异。猜猜最后哪一个会很重要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a49f04b77740aab4ba75d00085dd8ada\" tg-width=\"500\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Fast forward to today when we just got<b>Exhibit B: the June UMichigan Sentiment Survey.</b></p><p><blockquote>快进到今天，当我们刚刚<b>附件B：6月密歇根情绪调查。</b></blockquote></p><p> While there wassome good news here, in that inflation expectations for both the 1-year and 5-10 look ahead periods dropped slightly...</p><p><blockquote>虽然这里有一些好消息，但1年和5-10年展望期的通胀预期都略有下降……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0cf98553bfedc6500457c9aa3cbe0f\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ... what we found more concerning is what chief economist, Richard Curtin said namely that since \"Rising inflation remained a top concern of consumers\", the spontaneous references to market prices for homes, vehicles, and household durables fell to their worst level since the all-time record in November 1974.</p><p><blockquote>...我们发现更令人担忧的是首席经济学家理查德·科廷（Richard Curtin）所说的，即由于“通胀上升仍然是消费者最关心的问题”，房屋、汽车和家用耐用品市场价格的自发参考跌至自1974年11月创下历史最高纪录以来的最低水平。</blockquote></p><p> And as Curtin adds, \"<b>these unfavorable perceptions of market prices reduced overall buying attitudes for vehicles and homes to their lowest point since 1982.</b>These declines were especially sharp among those with incomes in the top third, who account for more than half of the dollar volume of retail sales.\"</p><p><blockquote>正如科廷补充道，“<b>这些对市场价格的不利看法将汽车和住宅的总体购买态度降至1982年以来的最低点。</b>这些下降在收入排名前三分之一的人群中尤为明显，他们占零售额的一半以上。”</blockquote></p><p> This can be seen in the following chart showing records across the board for \"bad buying conditions\" due to high prices for houses, durable goods and autos. In other words, due to soarking prices is America is going on a buyers' strike.</p><p><blockquote>这可以从下图中看出，该图显示了由于房屋、耐用品和汽车价格高企而导致的“糟糕的购买条件”的全面记录。换句话说，由于物价飞涨，美国正在进行买家罢工。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b46f5f27af1090c20579d573274a9f52\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> This, for better or worse,<b>screams not only stagflation but also permanently higher prices,</b>as Curting elaborates:</p><p><blockquote>不管是好是坏，<b>不仅是滞胀，还有永久性的物价上涨，</b>正如柯廷所阐述的那样：</blockquote></p><p>   <i>... in the emergence from the pandemic, consumers are temporarily less sensitive to prices due to pent-up demand and record savings as well as improved job and income prospects.</i>   <i><b>The acceptance of price increases as due to the pandemic, makes inflationary psychology more likely to gain a foothold if the exit is lengthy.</b></i>  The problem: sooner or laters the stimmies will end, but prices by then will already be fixed higher, and good luck trying to pull them down.</p><p><blockquote><i>...随着疫情的出现，由于被压抑的需求和创纪录的储蓄以及就业和收入前景的改善，消费者对价格的敏感度暂时降低了。</i><i><b>如果退出时间很长，接受疫情导致的价格上涨使得通货膨胀心理更有可能获得立足点。</b></i>问题是：stimmies迟早会结束，但到那时价格已经固定在更高的位置，祝你好运试图将它们拉低。</blockquote></p><p></p><p>   <i>While expansive monetary and fiscal policies are still warranted, the accompanying rise in inflation will cause uneven distributional impacts. Those impacts have already been noticed in June among the elderly and lower income households. A shift in the Fed's policy language could douse any incipient inflationary psychology, it would be no surprise to consumers, as two-thirds already expect higher interest rates in the year ahead.</i>  Oh, and for those saying wage hikes may be permanent we have some bad news: employers know very well that the extended unemployment benefits bonanza ends in September at which point millions of currently unemployed workers will flood back into the labor force sending wages sharply lower, and is why instead of raising base pay, most potential employers offer one-time bonuses, which - as the name implies - are one-time. As for higher wage pressures, well... just wait until October when everything reverses, Uncle Sam is no longer a better paying competitor to the US private sector, and wages slump.</p><p><blockquote><i>虽然扩张性货币和财政政策仍然有必要，但随之而来的通货膨胀上升将导致分配不均的影响。6月份，老年人和低收入家庭已经注意到了这些影响。美联储政策语言的转变可能会平息任何初期的通胀心理，这对消费者来说并不奇怪，因为三分之二的人已经预计未来一年利率会上升。</i>哦，对于那些说工资上涨可能是永久性的人来说，我们有一些坏消息：雇主们非常清楚，延长的失业救济金繁荣将在9月份结束，届时数百万目前失业的工人将涌回劳动力大军，导致工资大幅下降，这就是为什么大多数潜在雇主没有提高基本工资，而是提供一次性奖金，顾名思义，这是一次性的。至于更高的工资压力，嗯……只要等到10月份一切都逆转，山姆大叔就不再是美国私营部门薪酬更高的竞争对手，工资也会暴跌。</blockquote></p><p> What does that mean for the economy? Well, all those producers and retailers who got used to bumper demand and pushed their prices sharply and not so sharply higher, will face a stark choice: either drag prices right back down, or sell far fewer goods and services. That, or just await the next bailout.</p><p><blockquote>这对经济意味着什么？好吧，所有那些习惯于抑制需求并大幅提高价格的生产商和零售商将面临一个严峻的选择：要么直接降低价格，要么大幅减少销售商品和服务。或者只是等待下一次救助。</blockquote></p><p> One thing is certain:<b>six months from today, the US economy will be far, far uglier.</b></p><p><blockquote>有一点是肯定的：<b>从今天起六个月后，美国经济将会丑陋得多。</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/hangover-arrives-explosive-inflation-leads-record-collapse-home-car-purchase-plans\">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/hangover-arrives-explosive-inflation-leads-record-collapse-home-car-purchase-plans","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114257617","content_text":"For the past several months we have warned about the pernicious effects soaring prices are having on both corporations (\"Buckle Up! Inflation Is Here!\") and consumers (\"\"This Is Not Transitory\": Hyperinflation Fears Are Soaring Across America\"), prompting even otherwise boring sellside research to get  (hyper) exciting, with Deutsche Bank (which warned this week that \"Inflation Is About To Explode \"Leaving Global Economies Sitting On A Time Bomb\"\") and Bank of America (which \"Just Threw Up All Over The Fed's \"Transitory\" Argument\") now openly claiming thatthe Fed is wrong, and the US is facing an unprecedented period of far higher, non-transitory inflation, with DB going so far as towarn\"policymakers will face the most challenging years since the Volcker/Reagan period in the 1980s.\"\nBut none of this has spooked the Fed into conceding - or believing - that inflation is anything more than transitory. And maybe just this once, the Fed has a point because all else equal, by which we mean lack of rising wages, the best cure to higher prices is, well... higher prices.\nPresenting Exhibit A: two weeks ago,we observed that anticipatingan end to Biden's stimmy bonanza end and that soon they will have to live again within their means, Americans' buying intentions (6 months from today) as measured by the Conference Board, had cratered across the 3 major spending categories: homes, automobiles and major household appliances.\n\nThe drop was so massive, it amounted to the biggest one-month drop in intentions to purchase appliances...\n\n... and homes...\n\nThis confirms what wenoted earlier, namely a record divergence between crashing homebuyer confidence (due to record home prices) and soaring homebuilder confidence (also due to record home prices). Guess which one will matter in the end.\n\nFast forward to today when we just gotExhibit B: the June UMichigan Sentiment Survey.\nWhile there wassome good news here, in that inflation expectations for both the 1-year and 5-10 look ahead periods dropped slightly...\n\n... what we found more concerning is what chief economist, Richard Curtin said namely that since \"Rising inflation remained a top concern of consumers\", the spontaneous references to market prices for homes, vehicles, and household durables fell to their worst level since the all-time record in November 1974.\nAnd as Curtin adds, \"these unfavorable perceptions of market prices reduced overall buying attitudes for vehicles and homes to their lowest point since 1982.These declines were especially sharp among those with incomes in the top third, who account for more than half of the dollar volume of retail sales.\"\nThis can be seen in the following chart showing records across the board for \"bad buying conditions\" due to high prices for houses, durable goods and autos. In other words, due to soarking prices is America is going on a buyers' strike.\n\nThis, for better or worse,screams not only stagflation but also permanently higher prices,as Curting elaborates:\n\n... in the emergence from the pandemic, consumers are temporarily less sensitive to prices due to pent-up demand and record savings as well as improved job and income prospects.\nThe acceptance of price increases as due to the pandemic, makes inflationary psychology more likely to gain a foothold if the exit is lengthy.\n\nThe problem: sooner or laters the stimmies will end, but prices by then will already be fixed higher, and good luck trying to pull them down.\n\nWhile expansive monetary and fiscal policies are still warranted, the accompanying rise in inflation will cause uneven distributional impacts. Those impacts have already been noticed in June among the elderly and lower income households. A shift in the Fed's policy language could douse any incipient inflationary psychology, it would be no surprise to consumers, as two-thirds already expect higher interest rates in the year ahead.\n\nOh, and for those saying wage hikes may be permanent we have some bad news: employers know very well that the extended unemployment benefits bonanza ends in September at which point millions of currently unemployed workers will flood back into the labor force sending wages sharply lower, and is why instead of raising base pay, most potential employers offer one-time bonuses, which - as the name implies - are one-time. As for higher wage pressures, well... just wait until October when everything reverses, Uncle Sam is no longer a better paying competitor to the US private sector, and wages slump.\nWhat does that mean for the economy? Well, all those producers and retailers who got used to bumper demand and pushed their prices sharply and not so sharply higher, will face a stark choice: either drag prices right back down, or sell far fewer goods and services. That, or just await the next bailout.\nOne thing is certain:six months from today, the US economy will be far, far uglier.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181704520,"gmtCreate":1623410094760,"gmtModify":1634033623737,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lol","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lol","text":"$AMC Entertainment(AMC)$lol","images":[{"img":"https://static.tigerbbs.com/1ac401a2ee865b2e89dfe32c0ccceaf1","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/181704520","isVote":1,"tweetType":1,"viewCount":2669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":113471421,"gmtCreate":1622637256463,"gmtModify":1634099719479,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"Buy AMC for short squeeze","listText":"Buy AMC for short squeeze","text":"Buy AMC for short squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113471421","repostId":"1119736871","repostType":4,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119718564,"gmtCreate":1622564201358,"gmtModify":1634100408985,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>good company. can just hold","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>good company. can just hold","text":"$Apple(AAPL)$good company. can just hold","images":[{"img":"https://static.tigerbbs.com/9834f663e7138281390dd1f5aacf0176","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119718564","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":134314541,"gmtCreate":1622207818183,"gmtModify":1634182857039,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hope to make small profit soon","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hope to make small profit soon","text":"$Sundial Growers Inc.(SNDL)$Hope to make small profit soon","images":[{"img":"https://static.tigerbbs.com/5b2f3f6c2b4f4dda19eadeab5245944a","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134314541","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":136264358,"gmtCreate":1622021345774,"gmtModify":1634184592661,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","listText":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","text":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136264358","repostId":"1196969197","repostType":4,"repost":{"id":"1196969197","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622017222,"share":"https://www.laohunote.com/m/news/1196969197?lang=zh_CN&edition=full","pubTime":"2021-05-26 16:20","market":"us","language":"en","title":"GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196969197","media":"Tiger Newspress","summary":"GameStop shares rose nearly 3% in pre-market trading.GameStop Corp. has quietly confirmed it is buil","content":"<p>GameStop&nbsp;shares rose&nbsp;nearly 3% in pre-market&nbsp;trading.</p><p><blockquote>游戏驿站股价在盘前交易中上涨近3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7b99f094a5b8aac31d8175c031b3130d\" tg-width=\"1287\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><b>GameStop Corp.</b>&nbsp;has quietly confirmed it is building a new non-fungible token (NFT) platform based on the&nbsp;<b>Ethereum</b>(ETH) blockchain platform.</p><p><blockquote><b>游戏驿站公司</b>已悄悄确认正在基于……构建一个新的不可替代令牌（NFT）平台<b>以太币</b>（ETH）区块链平台。</blockquote></p><p>The video game retailer has launched anew web portal&nbsp;for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.</p><p><blockquote>这家视频游戏零售商为NFT平台推出了一个新的门户网站，并邀请工程师、设计师、游戏玩家、营销人员和社区领袖加入它正在建立的团队。</blockquote></p><p>The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”</p><p><blockquote>该网站包含这样的信息：“权力属于玩家。权力属于创作者。权力属于收藏家。”</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>GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</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\">\nGameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-26 16:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>GameStop&nbsp;shares rose&nbsp;nearly 3% in pre-market&nbsp;trading.</p><p><blockquote>游戏驿站股价在盘前交易中上涨近3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7b99f094a5b8aac31d8175c031b3130d\" tg-width=\"1287\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><b>GameStop Corp.</b>&nbsp;has quietly confirmed it is building a new non-fungible token (NFT) platform based on the&nbsp;<b>Ethereum</b>(ETH) blockchain platform.</p><p><blockquote><b>游戏驿站公司</b>已悄悄确认正在基于……构建一个新的不可替代令牌（NFT）平台<b>以太币</b>（ETH）区块链平台。</blockquote></p><p>The video game retailer has launched anew web portal&nbsp;for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.</p><p><blockquote>这家视频游戏零售商为NFT平台推出了一个新的门户网站，并邀请工程师、设计师、游戏玩家、营销人员和社区领袖加入它正在建立的团队。</blockquote></p><p>The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”</p><p><blockquote>该网站包含这样的信息：“权力属于玩家。权力属于创作者。权力属于收藏家。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196969197","content_text":"GameStop shares rose nearly 3% in pre-market trading.GameStop Corp. has quietly confirmed it is building a new non-fungible token (NFT) platform based on the Ethereum(ETH) blockchain platform.The video game retailer has launched anew web portal for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191705692,"gmtCreate":1620904984116,"gmtModify":1634195420752,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"good long term buy","listText":"good long term buy","text":"good long term buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191705692","repostId":"1104436444","repostType":4,"repost":{"id":"1104436444","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620902918,"share":"https://www.laohunote.com/m/news/1104436444?lang=zh_CN&edition=full","pubTime":"2021-05-13 18:48","market":"us","language":"en","title":"Why Cramer Sees Cathie Wood's Top Tech Picks Heading Further Lower<blockquote>为什么克莱默认为凯西·伍德的顶级科技选择进一步走低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104436444","media":"Benzinga Earnings","summary":"CNBC \"Mad Money\" host Jim Cramersaid Tuesdayrising inflation is taking a toll on tech stocks, and te","content":"<p>CNBC \"Mad Money\" host Jim Cramersaid&nbsp;Tuesdayrising inflation is taking a toll on tech stocks, and tech-heavy investors such as Cathie Wood-led Ark Investment Management LLC could see more pain in the near future.</p><p><blockquote>CNBC “Mad Money”主持人吉姆·克莱默周二表示，通胀上升正在对科技股造成影响，凯西·伍德 (Cathie Wood) 领导的方舟投资管理有限责任公司 (Ark Investment Management LLC) 等科技股投资者可能会在不久的将来看到更多痛苦。</blockquote></p><p>Cramer said investors in technology stocks should either brace up for more pain or cut losses on the next sharp move up as turbo-charged growth stocks are getting hit in the current inflationary environment where bond yields are on the rise as well which in turn makes the future earnings from stocks less attractive.</p><p><blockquote>克莱默表示，科技股的投资者要么应该做好应对更多痛苦的准备，要么在下一次大幅上涨时减少损失，因为涡轮增压成长型股票在当前的通胀环境中受到打击，债券收益率也在上升，这反过来又使得股票的未来收益吸引力降低。</blockquote></p><p>The former hedge fund manager noted that&nbsp;some of the tech stocks are already down double-digits so far in May and make up the largest positions in three of Wood’s exchange-traded funds such as the&nbsp;<b>Ark Innovation ETF</b>&nbsp;ARKK 0.03%, the&nbsp;<b>Ark&nbsp;Genomic Revolution ETF</b>&nbsp;(BATS:ARKG) and the&nbsp;<b>Ark Fintech Innovation ETF</b>&nbsp;ARKF.</p><p><blockquote>这位前对冲基金经理指出，5 月份迄今为止，一些科技股已经下跌了两位数，并在伍德的三只交易所交易基金中占据了最大的头寸，例如<b>方舟创新ETF</b>方舟0.03%，<b>方舟基因组革命 ETF</b>（蝙蝠：ARKG）和<b>方舟金融科技创新ETF</b>阿克夫。</blockquote></p><p>Ark counts&nbsp;<b>Tesla Inc</b>&nbsp;TSLA,&nbsp;<b>Teladoc Health Inc</b>&nbsp;TDOC 0.03%,&nbsp;<b>Square Inc</b>&nbsp;SQ,&nbsp;<b>Roku Inc</b>&nbsp;ROKU,&nbsp;<b>Shopify Inc</b>SHOP,&nbsp;<b>Twilio Inc</b>&nbsp;TWLO 0.06%&nbsp; among others as its top investments in these ETFs.</p><p><blockquote>方舟计数<b>特斯拉公司</b>特斯拉，<b>泰拉多克健康公司</b>TDOC 0.03%，<b>广场公司</b>平方，<b>Roku公司</b>ROKU,<b>商店公司</b>商店，<b>Twilio公司</b>TWLO 0.06% 等是其在这些 ETF 中的最大投资。</blockquote></p><p>“What worked in 2020 hasn’t been working in 2021 and that’s not gonna change, so get used to it,” Cramer said, noting that Wood is \"fantastic at identifying\" stocks with the potential for the&nbsp;long haul but they don't fare well in all seasons.</p><p><blockquote>克莱默说：“2020 年行之有效的方法在 2021 年就行不通了，这一点也不会改变，所以要习惯它。”他指出，伍德 “非常擅长识别 ”具有长期潜力的股票，但这些股票并不是在所有季节都表现良好。</blockquote></p><p>ARKK shares closed 3.73% lower at $102.16 on Wednesday and are down 18% so far this year. ARKG shares closed 2.52% lower at $74.99 and are down 19.5% year-to-date. ARKF shares closed 3.96% lower at $45.85 and are down 7.76% year-to-date.</p><p><blockquote>ARKK 股价周三收盘下跌 3.73%，至 102.16 美元，今年迄今已下跌 18%。ARKG 股价收盘下跌 2.52%，至 74.99 美元，今年迄今已下跌 19.5%。ARKF 股价收盘下跌 3.96%，至 45.85 美元，今年迄今已下跌 7.76%。</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>Why Cramer Sees Cathie Wood's Top Tech Picks Heading Further Lower<blockquote>为什么克莱默认为凯西·伍德的顶级科技选择进一步走低</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\">\nWhy Cramer Sees Cathie Wood's Top Tech Picks Heading Further Lower<blockquote>为什么克莱默认为凯西·伍德的顶级科技选择进一步走低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-05-13 18:48</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>CNBC \"Mad Money\" host Jim Cramersaid&nbsp;Tuesdayrising inflation is taking a toll on tech stocks, and tech-heavy investors such as Cathie Wood-led Ark Investment Management LLC could see more pain in the near future.</p><p><blockquote>CNBC “Mad Money”主持人吉姆·克莱默周二表示，通胀上升正在对科技股造成影响，凯西·伍德 (Cathie Wood) 领导的方舟投资管理有限责任公司 (Ark Investment Management LLC) 等科技股投资者可能会在不久的将来看到更多痛苦。</blockquote></p><p>Cramer said investors in technology stocks should either brace up for more pain or cut losses on the next sharp move up as turbo-charged growth stocks are getting hit in the current inflationary environment where bond yields are on the rise as well which in turn makes the future earnings from stocks less attractive.</p><p><blockquote>克莱默表示，科技股的投资者要么应该做好应对更多痛苦的准备，要么在下一次大幅上涨时减少损失，因为涡轮增压成长型股票在当前的通胀环境中受到打击，债券收益率也在上升，这反过来又使得股票的未来收益吸引力降低。</blockquote></p><p>The former hedge fund manager noted that&nbsp;some of the tech stocks are already down double-digits so far in May and make up the largest positions in three of Wood’s exchange-traded funds such as the&nbsp;<b>Ark Innovation ETF</b>&nbsp;ARKK 0.03%, the&nbsp;<b>Ark&nbsp;Genomic Revolution ETF</b>&nbsp;(BATS:ARKG) and the&nbsp;<b>Ark Fintech Innovation ETF</b>&nbsp;ARKF.</p><p><blockquote>这位前对冲基金经理指出，5 月份迄今为止，一些科技股已经下跌了两位数，并在伍德的三只交易所交易基金中占据了最大的头寸，例如<b>方舟创新ETF</b>方舟0.03%，<b>方舟基因组革命 ETF</b>（蝙蝠：ARKG）和<b>方舟金融科技创新ETF</b>阿克夫。</blockquote></p><p>Ark counts&nbsp;<b>Tesla Inc</b>&nbsp;TSLA,&nbsp;<b>Teladoc Health Inc</b>&nbsp;TDOC 0.03%,&nbsp;<b>Square Inc</b>&nbsp;SQ,&nbsp;<b>Roku Inc</b>&nbsp;ROKU,&nbsp;<b>Shopify Inc</b>SHOP,&nbsp;<b>Twilio Inc</b>&nbsp;TWLO 0.06%&nbsp; among others as its top investments in these ETFs.</p><p><blockquote>方舟计数<b>特斯拉公司</b>特斯拉，<b>泰拉多克健康公司</b>TDOC 0.03%，<b>广场公司</b>平方，<b>Roku公司</b>ROKU,<b>商店公司</b>商店，<b>Twilio公司</b>TWLO 0.06% 等是其在这些 ETF 中的最大投资。</blockquote></p><p>“What worked in 2020 hasn’t been working in 2021 and that’s not gonna change, so get used to it,” Cramer said, noting that Wood is \"fantastic at identifying\" stocks with the potential for the&nbsp;long haul but they don't fare well in all seasons.</p><p><blockquote>克莱默说：“2020 年行之有效的方法在 2021 年就行不通了，这一点也不会改变，所以要习惯它。”他指出，伍德 “非常擅长识别 ”具有长期潜力的股票，但这些股票并不是在所有季节都表现良好。</blockquote></p><p>ARKK shares closed 3.73% lower at $102.16 on Wednesday and are down 18% so far this year. ARKG shares closed 2.52% lower at $74.99 and are down 19.5% year-to-date. ARKF shares closed 3.96% lower at $45.85 and are down 7.76% year-to-date.</p><p><blockquote>ARKK 股价周三收盘下跌 3.73%，至 102.16 美元，今年迄今已下跌 18%。ARKG 股价收盘下跌 2.52%，至 74.99 美元，今年迄今已下跌 19.5%。ARKF 股价收盘下跌 3.96%，至 45.85 美元，今年迄今已下跌 7.76%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKF":"ARK Fintech Innovation ETF","ARKG":"ARK Genomic Revolution ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104436444","content_text":"CNBC \"Mad Money\" host Jim Cramersaid Tuesdayrising inflation is taking a toll on tech stocks, and tech-heavy investors such as Cathie Wood-led Ark Investment Management LLC could see more pain in the near future.Cramer said investors in technology stocks should either brace up for more pain or cut losses on the next sharp move up as turbo-charged growth stocks are getting hit in the current inflationary environment where bond yields are on the rise as well which in turn makes the future earnings from stocks less attractive.The former hedge fund manager noted that some of the tech stocks are already down double-digits so far in May and make up the largest positions in three of Wood’s exchange-traded funds such as the Ark Innovation ETF ARKK 0.03%, the Ark Genomic Revolution ETF (BATS:ARKG) and the Ark Fintech Innovation ETF ARKF.Ark counts Tesla Inc TSLA, Teladoc Health Inc TDOC 0.03%, Square Inc SQ, Roku Inc ROKU, Shopify IncSHOP, Twilio Inc TWLO 0.06%  among others as its top investments in these ETFs.“What worked in 2020 hasn’t been working in 2021 and that’s not gonna change, so get used to it,” Cramer said, noting that Wood is \"fantastic at identifying\" stocks with the potential for the long haul but they don't fare well in all seasons.ARKK shares closed 3.73% lower at $102.16 on Wednesday and are down 18% so far this year. ARKG shares closed 2.52% lower at $74.99 and are down 19.5% year-to-date. ARKF shares closed 3.96% lower at $45.85 and are down 7.76% year-to-date.","news_type":1,"symbols_score_info":{"ARKF":0.9,"ARKG":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193307125,"gmtCreate":1620750622367,"gmtModify":1634196588986,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"greed nakes it a bubble","listText":"greed nakes it a bubble","text":"greed nakes it a bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193307125","repostId":"1199341916","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193304450,"gmtCreate":1620750584970,"gmtModify":1634196589343,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"long term good buy","listText":"long term good buy","text":"long term good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193304450","repostId":"1148549916","repostType":4,"repost":{"id":"1148549916","kind":"news","pubTimestamp":1620718159,"share":"https://www.laohunote.com/m/news/1148549916?lang=zh_CN&edition=full","pubTime":"2021-05-11 15:29","market":"us","language":"en","title":"Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs 疯狂做空科技股，对冲基金总杠杆创历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148549916","media":"zerohedge","summary":"Hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World, the lowest level since last November and in the 3rd percentile vs. the past five years.","content":"<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S&nbsp; Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的主要经纪公司的数据，对冲基金又经历了艰难的一周，GS Equity基本面L/S业绩预期在4月30日至5月6日之间下跌了-1.68%（相对于摩根士丹利资本国际世界TR-0.33%），这是由-1.11%的alpha（两个月来最差的每周alpha）和-0.57%的贝塔（来自市场敞口和市场敏感性因素的结合）推动的。结果，全球基本面股票L/S对冲基金在过去一周就损失了近三分之二的年初至今收益，使其年初至今总回报率仅为0.97%，这对2岁和20岁的人群来说又是一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是，对冲基金领域对整体市场贝塔值变得如此敏感，这是有原因的：根据高盛Prime的数据，<b>整体账面总杠杆率上升 +1.7 个百分点至 247.1%，创历史新高，</b>而净杠杆率下降-0.9个百分点至88.2%（虽然不是历史最高水平，但仍处于第87个百分位）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金购买的构成来看，<b>过去一周，GS Prime book 的整体净购买量再次温和</b>（+0.15 SDs），由风险流动驱动，因为多头买入超过了卖空。具体来说，单个名称被净买入，而宏观产品（指数和 ETF 合并）被净卖出。北美以及在较小程度上欧洲是由多头买入驱动的净买入，而DM Asia和EM Asia是由卖空驱动的净卖出。11个全球板块中有8个被净买入，以美元计算，其中消费光盘、医疗保健、必需品和房地产为首，而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时，高盛继续上周首次观察到的趋势，当时我们注意到对冲基金在过去 10 天中有 9 天做空了科技股，高盛指出：<b>由于经理们连续第三周减少敞口，信息技术行业出现了九个月来最大的净销售额。</b>GS Prime 指出，对冲基金目前对跑输大盘信息科技股的看涨情绪出人意料地逆转，相对于 MSCI World，对冲基金的看涨情绪目前下跌了 -1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第三百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节：</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis &amp; Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software &amp; Svcs by +4.7% (28th percentile) and U/W Semis &amp; Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&amp;P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息技术是本周表现最差的板块，<b>也是迄今为止 GS Prime book 净卖出最多的板块，其驱动力是卖空量以 7 比 1 超过多头买入。</b></li><li>信息科技股连续第三周净卖出，并出现自去年 8 月以来最大的周/周净卖出 (-1.6 SDs)。子行业层面的净交易流量有所不同——半成品和半设备、软件和电子设备是净卖出最多的，而通信设备和 IT 服务是净买入最多的。</li><li>与 MSCI World 相比，对冲基金目前持有信息科技股 -1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第三百分位。</b></li><li>从行业集团的角度来看，对冲基金仍然是O/W软件和SVC，增长了+4.7%（第28个百分位），U/W半设备和技术硬件分别增长了-1.6%（第13个百分位）和-4.3%（第18个百分位）</li></ul>尽管对冲基金做空科技股，但在电子商务股票的推动下，高盛美国非必需消费品行业出现了三个月来最大的净买入。因此，与标普500相比，GS Prime book 目前比美国非必需消费品上涨 +3.3%，<b>与过去一年相比处于第 9 个百分位，与过去五年相比处于第 50 个百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&amp;P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算，非必需消费品是本周 GS Prime book 上净买入最多的美国板块，受风险偏好资金的推动，多头买入数量超过卖空数量的 4 比 1。</li><li>GS Prime book 上该行业的总多空比率 (MV) 本周结束时为 2.53，与去年相比处于第 2 个百分位，与过去五年相比处于第 77 个百分位。与标普500相比，GS Prime book现在O/W美国非必需消费品库存+3.3%，与去年相比处于第9个百分位，与过去五年相比处于第50个百分位。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs 疯狂做空科技股，对冲基金总杠杆创历史新高</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\">\nHedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs 疯狂做空科技股，对冲基金总杠杆创历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-11 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S&nbsp; Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的主要经纪公司的数据，对冲基金又经历了艰难的一周，GS Equity基本面L/S业绩预期在4月30日至5月6日之间下跌了-1.68%（相对于摩根士丹利资本国际世界TR-0.33%），这是由-1.11%的alpha（两个月来最差的每周alpha）和-0.57%的贝塔（来自市场敞口和市场敏感性因素的结合）推动的。结果，全球基本面股票L/S对冲基金在过去一周就损失了近三分之二的年初至今收益，使其年初至今总回报率仅为0.97%，这对2岁和20岁的人群来说又是一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是，对冲基金领域对整体市场贝塔值变得如此敏感，这是有原因的：根据高盛Prime的数据，<b>整体账面总杠杆率上升 +1.7 个百分点至 247.1%，创历史新高，</b>而净杠杆率下降-0.9个百分点至88.2%（虽然不是历史最高水平，但仍处于第87个百分位）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金购买的构成来看，<b>过去一周，GS Prime book 的整体净购买量再次温和</b>（+0.15 SDs），由风险流动驱动，因为多头买入超过了卖空。具体来说，单个名称被净买入，而宏观产品（指数和 ETF 合并）被净卖出。北美以及在较小程度上欧洲是由多头买入驱动的净买入，而DM Asia和EM Asia是由卖空驱动的净卖出。11个全球板块中有8个被净买入，以美元计算，其中消费光盘、医疗保健、必需品和房地产为首，而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时，高盛继续上周首次观察到的趋势，当时我们注意到对冲基金在过去 10 天中有 9 天做空了科技股，高盛指出：<b>由于经理们连续第三周减少敞口，信息技术行业出现了九个月来最大的净销售额。</b>GS Prime 指出，对冲基金目前对跑输大盘信息科技股的看涨情绪出人意料地逆转，相对于 MSCI World，对冲基金的看涨情绪目前下跌了 -1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第三百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节：</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis &amp; Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software &amp; Svcs by +4.7% (28th percentile) and U/W Semis &amp; Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&amp;P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息技术是本周表现最差的板块，<b>也是迄今为止 GS Prime book 净卖出最多的板块，其驱动力是卖空量以 7 比 1 超过多头买入。</b></li><li>信息科技股连续第三周净卖出，并出现自去年 8 月以来最大的周/周净卖出 (-1.6 SDs)。子行业层面的净交易流量有所不同——半成品和半设备、软件和电子设备是净卖出最多的，而通信设备和 IT 服务是净买入最多的。</li><li>与 MSCI World 相比，对冲基金目前持有信息科技股 -1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第三百分位。</b></li><li>从行业集团的角度来看，对冲基金仍然是O/W软件和SVC，增长了+4.7%（第28个百分位），U/W半设备和技术硬件分别增长了-1.6%（第13个百分位）和-4.3%（第18个百分位）</li></ul>尽管对冲基金做空科技股，但在电子商务股票的推动下，高盛美国非必需消费品行业出现了三个月来最大的净买入。因此，与标普500相比，GS Prime book 目前比美国非必需消费品上涨 +3.3%，<b>与过去一年相比处于第 9 个百分位，与过去五年相比处于第 50 个百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&amp;P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算，非必需消费品是本周 GS Prime book 上净买入最多的美国板块，受风险偏好资金的推动，多头买入数量超过卖空数量的 4 比 1。</li><li>GS Prime book 上该行业的总多空比率 (MV) 本周结束时为 2.53，与去年相比处于第 2 个百分位，与过去五年相比处于第 77 个百分位。与标普500相比，GS Prime book现在O/W美国非必需消费品库存+3.3%，与去年相比处于第9个百分位，与过去五年相比处于第50个百分位。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks\">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":{"NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148549916","content_text":"Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S  Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).Looking at the composition of hedge fund purchases,the overall GS Prime book was modestly net bought again in the past week(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes thatInfo Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.Some more details from the Goldman reports:Info Tech, the worst performing sector this week,was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectivelyAnd while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.","news_type":1,"symbols_score_info":{".IXIC":0.9,"NDX":0.9}},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377614505,"gmtCreate":1619522998607,"gmtModify":1634212081632,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"will other funds be affected?","listText":"will other funds be affected?","text":"will other funds be affected?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377614505","repostId":"1128313679","repostType":4,"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377615879,"gmtCreate":1619522863991,"gmtModify":1634212082702,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377615879","repostId":"1102720570","repostType":2,"repost":{"id":"1102720570","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619522185,"share":"https://www.laohunote.com/m/news/1102720570?lang=zh_CN&edition=full","pubTime":"2021-04-27 19:16","market":"us","language":"en","title":"GameStop rose about 11% in premarket trading<blockquote>游戏驿站在盘前交易中上涨约 11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102720570","media":"Tiger Newspress","summary":"GameStop rose about 11% in premarket trading.GameStop Corp has raised $551 million through an equity","content":"<p>GameStop rose about 11% in premarket trading.GameStop Corp has raised $551 million through an equity offering as the videogame retailer accelerates its shift to e-commerce.</p><p><blockquote>游戏驿站在盘前交易中上涨约 11%。随着视频游戏零售商加速向电子商务转型，GameStop Corp 通过股票发行筹集了 5.51 亿美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13adc02df737c5f68537b42dca1e1c10\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The $551 million stock sale, which GameStop confirmed in a statement “will be used to continue accelerating GameStop’s transformation as well as for general corporate purposes and further strengthening the company’s balance sheet,” was taken as a signal on social media that Cohen’s war chest is now swollen just as the company’s debt has been obliterated, making the head job at GameStop more attractive to an e-commerce-focused executive.</p><p><blockquote>游戏驿站在一份声明中证实，此次 5.51 亿美元的股票出售 “将用于继续加速游戏驿站的转型以及一般企业用途，并进一步加强公司的资产负债表”，这在社交媒体上被视为科恩的一个信号，即在公司债务被抹去的同时，科恩的资金也在膨胀，这使得游戏驿站的负责人一职对一位专注于电子商务的高管更具吸引力。</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>GameStop rose about 11% in premarket trading<blockquote>游戏驿站在盘前交易中上涨约 11%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop rose about 11% in premarket trading<blockquote>游戏驿站在盘前交易中上涨约 11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 19:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>GameStop rose about 11% in premarket trading.GameStop Corp has raised $551 million through an equity offering as the videogame retailer accelerates its shift to e-commerce.</p><p><blockquote>游戏驿站在盘前交易中上涨约 11%。随着视频游戏零售商加速向电子商务转型，GameStop Corp 通过股票发行筹集了 5.51 亿美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13adc02df737c5f68537b42dca1e1c10\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The $551 million stock sale, which GameStop confirmed in a statement “will be used to continue accelerating GameStop’s transformation as well as for general corporate purposes and further strengthening the company’s balance sheet,” was taken as a signal on social media that Cohen’s war chest is now swollen just as the company’s debt has been obliterated, making the head job at GameStop more attractive to an e-commerce-focused executive.</p><p><blockquote>游戏驿站在一份声明中证实，此次 5.51 亿美元的股票出售 “将用于继续加速游戏驿站的转型以及一般企业用途，并进一步加强公司的资产负债表”，这在社交媒体上被视为科恩的一个信号，即在公司债务被抹去的同时，科恩的资金也在膨胀，这使得游戏驿站的负责人一职对一位专注于电子商务的高管更具吸引力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102720570","content_text":"GameStop rose about 11% in premarket trading.GameStop Corp has raised $551 million through an equity offering as the videogame retailer accelerates its shift to e-commerce.The $551 million stock sale, which GameStop confirmed in a statement “will be used to continue accelerating GameStop’s transformation as well as for general corporate purposes and further strengthening the company’s balance sheet,” was taken as a signal on social media that Cohen’s war chest is now swollen just as the company’s debt has been obliterated, making the head job at GameStop more attractive to an e-commerce-focused executive.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":181704520,"gmtCreate":1623410094760,"gmtModify":1634033623737,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lol","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>lol","text":"$AMC Entertainment(AMC)$lol","images":[{"img":"https://static.tigerbbs.com/1ac401a2ee865b2e89dfe32c0ccceaf1","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/181704520","isVote":1,"tweetType":1,"viewCount":2669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122709844,"gmtCreate":1624631917388,"gmtModify":1633950276914,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","listText":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","text":"The increased volume and demand for Gamestop after the rebalancing could be a potential catalyst. At the very least it would lead to a price surge.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122709844","repostId":"1179245434","repostType":2,"repost":{"id":"1179245434","kind":"news","pubTimestamp":1624620760,"share":"https://www.laohunote.com/m/news/1179245434?lang=zh_CN&edition=full","pubTime":"2021-06-25 19:32","market":"us","language":"en","title":"Gamestop In, AMC Out? Which Meme Stocks Will Be Impacted In Today's Russell Rebalance?<blockquote>游戏驿站进去，AMC出去？哪些模因股票将受到今天罗素再平衡的影响？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179245434","media":"zerohedge","summary":"As we detailed previously, every June, the Russell Index rebalances by removing stocks that no longe","content":"<p>As we detailed previously, every June, the Russell Index rebalances by removing stocks that no longer meet their criteria (and incorporating recently improving names).</p><p><blockquote>正如我们之前详述的，每年六月，罗素指数都会通过删除不再符合其标准的股票（并纳入最近改善的股票）来重新平衡。</blockquote></p><p> As SpotGamma notes,<b>many traders are starting to discuss the upcoming&nbsp;Russell Index rebalances, and the prospect of GME, AMC or other&nbsp;meme stocks being added to Russell 1000.</b></p><p><blockquote>正如SpotGamma所指出的，<b>许多交易员开始讨论即将到来的罗素指数再平衡，以及 GME、AMC 或其他模因股票被纳入罗素 1000 指数的前景。</b></blockquote></p><p> Each year in June<u><i><b>(today - Friday, June 25 this year)</b></i></u>the FTSE Russell uses a set ofcriteria&nbsp;to determine which companies stock will be tracked by their benchmark indices.</p><p><blockquote>每年六月<u><i><b>（今日至本年六月二十五日，星期五）</b></i></u>富时罗素使用一套标准来确定哪些公司股票将被其基准指数跟踪。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8620fa3c3147d2c806038327c9efd6e4\" tg-width=\"947\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>The new constituents will be announced after the bell today.</b></p><p><blockquote><b>新的选民将在今天敲钟后宣布。</b></blockquote></p><p> There are many ways investors can track these indices, such as through an ETF like&nbsp;IWM.</p><p><blockquote>投资者可以通过多种方式跟踪这些指数，例如通过 IWM 等 ETF。</blockquote></p><p> For massive assets like pension funds, they track by owning the individual stock components of the index.</p><p><blockquote>对于养老基金等大型资产，他们通过拥有指数的个股成分来跟踪。</blockquote></p><p> <b>For example if the FTSE adds a 1% weighting of GameStop to the Russell 2000 Index, everyone that tracks the Russell 2000 must buy GME shares. To offset this addition, the Russell will reduce or remove other stock(s) that not longer meet their criteria.</b></p><p><blockquote><b>例如，如果富时指数在罗素 2000 指数中增加 1% 的游戏驿站权重，则每个追踪罗素 2000 指数的人都必须购买 GME 股票。为了抵消这一增加，罗素将减少或删除不再符合标准的其他库存。</b></blockquote></p><p> <i>*Note: While this post discusses the Russell, the mechanics are the same for the S&amp;P Indices, too.</i></p><p><blockquote><i>*注意：虽然这篇文章讨论了罗素指数，但标准普尔指数的机制也是相同的。</i></blockquote></p><p> Analysts spend a lot of time trying to assess which stocks will be added or removed from the indices during this annual rebalance.</p><p><blockquote>分析师花费大量时间试图评估在年度再平衡期间哪些股票将被添加到指数中或从指数中删除。</blockquote></p><p> According to the FTSE Russell approximately&nbsp;$16 trillion assets track the Russell indices, so a lot of shares may have to be bought and sold so that all of these various funds conform to the appropriate benchmark.</p><p><blockquote>根据富时罗素的数据，大约有16万亿美元的资产跟踪罗素指数，因此可能需要买卖大量股票，以便所有这些不同的基金都符合适当的基准。</blockquote></p><p> With volume like that, one can see the value of knowing which stocks may be bought and sold&nbsp;<i>before</i>&nbsp;these large funds start their adjustment.</p><p><blockquote>有了这样的交易量，人们就可以看到了解哪些股票可以买卖的价值<i>以前</i>这些大基金开始调整。</blockquote></p><p> <u>Knowing what stocks will be added or removed from indices, such as Russell, is a huge opportunity for traders</u></p><p><blockquote><u>了解哪些股票将从指数中添加或删除，例如罗素指数，对于交易者来说是一个巨大的机会</u></blockquote></p><p> TSLA was a prime example of how traders got ahead of these additions. In late November 2020, it was announced that&nbsp;TSLA would be added to the S&amp;P500 Index. As you can see on the chart below, the stock traded nearly 50% higher from the announcement date to the actual addition date.</p><p><blockquote>TSLA 是交易员如何领先于这些新增产品的一个典型例子。2020年11月下旬，宣布特斯拉将被纳入标准普尔500指数。正如您在下图中看到的，从公告日期到实际添加日期，该股的交易价格上涨了近 50%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b5a1b955bc2c60236833e65ad22e8c9\" tg-width=\"1280\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It’s important to mention that&nbsp;Tesla’s massive move into the index&nbsp;addition was quite an aberration, and traders should not expect ~50% moves for all index events.</p><p><blockquote>值得一提的是，特斯拉在指数中的大幅波动是一种相当反常的行为，交易者不应期望所有指数事件的波动幅度约为 50%。</blockquote></p><p> <u>Mechanically, this is how an index rebalance trade may take place</u></p><p><blockquote><u>从机械上讲，这就是指数再平衡交易可能发生的方式</u></blockquote></p><p> <b>Theoretical Example:</b></p><p><blockquote><b>理论示例：</b></blockquote></p><p> The Huge State Pension Fund (like: CALPERS,&nbsp;Texas Teachers, etc.) has $1 billion tracking the Russell 2000 Index. It’s announced that at the close of trading on June 25th, GME will be added to the Russell 2000.</p><p><blockquote>庞大的国家养老基金（如：CALPERS、德克萨斯教师等）。）有10亿美元跟踪罗素2000指数。据宣布，在 6 月 25 日收盘时，GME 将被纳入罗素 2000 指数。</blockquote></p><p> Huge State Pension Fund must therefore buy:</p><p><blockquote>因此，庞大的国家养老基金必须购买：</blockquote></p><p> <ul>  <li>$1,000,000,000 (AUM) * 1.0% (index weighting) = $10,000,000 notional of GME stock</li>  <li>$10,000,000/$225 (GME share price) =</li>  <li><b>44,444 shares of GME stock</b></li> </ul> The index fund’s goal is to track the benchmark, and so they often work with bank dealers to try and buy these shares at the close of trading on June 25. Accordingly, bank dealers may start to build an inventory of shares in the days leading to the actual rebalance.</p><p><blockquote><ul><li>$1,000,000,000 (AUM) * 1.0%（指数加权）= $10,000,000 GME 股票名义价值</li><li>$10,000,000/$225（GME股价）=</li><li><b>44,444 股 GME 股票</b></li></ul>指数基金的目标是跟踪基准，因此他们经常与银行交易商合作，试图在 6 月 25 日收盘时买入这些股票。因此，银行交易商可能会在实际重新平衡前的日子里开始建立股票库存。</blockquote></p><p> The hypothetical example above shows how many shares would be bought with just&nbsp;<i>one</i>&nbsp;relatively small fund. You can imagine how the share count increases when you start to allocate trillions of dollars of capital to the index re-weighting.</p><p><blockquote>上面的假设示例显示了只需购买多少股<i>一</i>相对较小的基金。你可以想象，当你开始将数万亿美元的资本分配给指数重新加权时，股票数量会如何增加。</blockquote></p><p> <u><b>So, who will make it?</b></u></p><p><blockquote><u><b>那么，谁会成功呢？</b></u></blockquote></p><p> To be included in the Russell 1,000 Index - a group of the largest US stocks -<b>a company should be worth at least $5.2 billion by May 7</b>, according to&nbsp;a chart from FTSE Russell, which creates the indexes.</p><p><blockquote>将被纳入罗素 1,000 指数（一组最大的美国股票）<b>到 5 月 7 日，一家公司的价值应至少达到 52 亿美元</b>根据创建这些指数的富时罗素的图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/186872b8bba306cc607661671efeaed7\" tg-width=\"500\" tg-height=\"270\" referrerpolicy=\"no-referrer\"><u><i><b>That puts retail-trader icon GameStop, which was worth about $12 billion as of the market close on May 7, in the running to be included.</b></i></u></p><p><blockquote><u><i><b>这使得零售商标志性公司游戏驿站（截至 5 月 7 日收盘时市值约为 120 亿美元）也有望被纳入其中。</b></i></u></blockquote></p><p> <u><i><b>But AMC Entertainment might have just missed the cutoff.</b></i></u></p><p><blockquote><u><i><b>但AMC院线可能只是错过了截止日期。</b></i></u></blockquote></p><p> And finally, here's Goldman's best guess at the additions and deletions...</p><p><blockquote>最后，这是高盛对增加和删除的最佳猜测……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39e95e31f337f982f86d79aef5cc0e34\" tg-width=\"794\" tg-height=\"1197\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><u>Potential Additions to the Russell 1000 Index</u></b></p><p><blockquote><b><u>罗素 1000 指数的潜在补充</u></b></blockquote></p><p> Investors can use the results of our analysis to<b>anticipate potential price moves and buying/selling pressure for stocks being added to and deleted from</b>the widely-followed large-cap and small-cap benchmark indices.</p><p><blockquote>投资者可以利用我们的分析结果<b>预测被添加和删除的股票的潜在价格变动和买入/卖出压力</b>广受关注的大盘股和小盘股基准指数。</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>Gamestop In, AMC Out? Which Meme Stocks Will Be Impacted In Today's Russell Rebalance?<blockquote>游戏驿站进去，AMC出去？哪些模因股票将受到今天罗素再平衡的影响？</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\">\nGamestop In, AMC Out? Which Meme Stocks Will Be Impacted In Today's Russell Rebalance?<blockquote>游戏驿站进去，AMC出去？哪些模因股票将受到今天罗素再平衡的影响？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-25 19:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As we detailed previously, every June, the Russell Index rebalances by removing stocks that no longer meet their criteria (and incorporating recently improving names).</p><p><blockquote>正如我们之前详述的，每年六月，罗素指数都会通过删除不再符合其标准的股票（并纳入最近改善的股票）来重新平衡。</blockquote></p><p> As SpotGamma notes,<b>many traders are starting to discuss the upcoming&nbsp;Russell Index rebalances, and the prospect of GME, AMC or other&nbsp;meme stocks being added to Russell 1000.</b></p><p><blockquote>正如SpotGamma所指出的，<b>许多交易员开始讨论即将到来的罗素指数再平衡，以及 GME、AMC 或其他模因股票被纳入罗素 1000 指数的前景。</b></blockquote></p><p> Each year in June<u><i><b>(today - Friday, June 25 this year)</b></i></u>the FTSE Russell uses a set ofcriteria&nbsp;to determine which companies stock will be tracked by their benchmark indices.</p><p><blockquote>每年六月<u><i><b>（今日至本年六月二十五日，星期五）</b></i></u>富时罗素使用一套标准来确定哪些公司股票将被其基准指数跟踪。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8620fa3c3147d2c806038327c9efd6e4\" tg-width=\"947\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>The new constituents will be announced after the bell today.</b></p><p><blockquote><b>新的选民将在今天敲钟后宣布。</b></blockquote></p><p> There are many ways investors can track these indices, such as through an ETF like&nbsp;IWM.</p><p><blockquote>投资者可以通过多种方式跟踪这些指数，例如通过 IWM 等 ETF。</blockquote></p><p> For massive assets like pension funds, they track by owning the individual stock components of the index.</p><p><blockquote>对于养老基金等大型资产，他们通过拥有指数的个股成分来跟踪。</blockquote></p><p> <b>For example if the FTSE adds a 1% weighting of GameStop to the Russell 2000 Index, everyone that tracks the Russell 2000 must buy GME shares. To offset this addition, the Russell will reduce or remove other stock(s) that not longer meet their criteria.</b></p><p><blockquote><b>例如，如果富时指数在罗素 2000 指数中增加 1% 的游戏驿站权重，则每个追踪罗素 2000 指数的人都必须购买 GME 股票。为了抵消这一增加，罗素将减少或删除不再符合标准的其他库存。</b></blockquote></p><p> <i>*Note: While this post discusses the Russell, the mechanics are the same for the S&amp;P Indices, too.</i></p><p><blockquote><i>*注意：虽然这篇文章讨论了罗素指数，但标准普尔指数的机制也是相同的。</i></blockquote></p><p> Analysts spend a lot of time trying to assess which stocks will be added or removed from the indices during this annual rebalance.</p><p><blockquote>分析师花费大量时间试图评估在年度再平衡期间哪些股票将被添加到指数中或从指数中删除。</blockquote></p><p> According to the FTSE Russell approximately&nbsp;$16 trillion assets track the Russell indices, so a lot of shares may have to be bought and sold so that all of these various funds conform to the appropriate benchmark.</p><p><blockquote>根据富时罗素的数据，大约有16万亿美元的资产跟踪罗素指数，因此可能需要买卖大量股票，以便所有这些不同的基金都符合适当的基准。</blockquote></p><p> With volume like that, one can see the value of knowing which stocks may be bought and sold&nbsp;<i>before</i>&nbsp;these large funds start their adjustment.</p><p><blockquote>有了这样的交易量，人们就可以看到了解哪些股票可以买卖的价值<i>以前</i>这些大基金开始调整。</blockquote></p><p> <u>Knowing what stocks will be added or removed from indices, such as Russell, is a huge opportunity for traders</u></p><p><blockquote><u>了解哪些股票将从指数中添加或删除，例如罗素指数，对于交易者来说是一个巨大的机会</u></blockquote></p><p> TSLA was a prime example of how traders got ahead of these additions. In late November 2020, it was announced that&nbsp;TSLA would be added to the S&amp;P500 Index. As you can see on the chart below, the stock traded nearly 50% higher from the announcement date to the actual addition date.</p><p><blockquote>TSLA 是交易员如何领先于这些新增产品的一个典型例子。2020年11月下旬，宣布特斯拉将被纳入标准普尔500指数。正如您在下图中看到的，从公告日期到实际添加日期，该股的交易价格上涨了近 50%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b5a1b955bc2c60236833e65ad22e8c9\" tg-width=\"1280\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It’s important to mention that&nbsp;Tesla’s massive move into the index&nbsp;addition was quite an aberration, and traders should not expect ~50% moves for all index events.</p><p><blockquote>值得一提的是，特斯拉在指数中的大幅波动是一种相当反常的行为，交易者不应期望所有指数事件的波动幅度约为 50%。</blockquote></p><p> <u>Mechanically, this is how an index rebalance trade may take place</u></p><p><blockquote><u>从机械上讲，这就是指数再平衡交易可能发生的方式</u></blockquote></p><p> <b>Theoretical Example:</b></p><p><blockquote><b>理论示例：</b></blockquote></p><p> The Huge State Pension Fund (like: CALPERS,&nbsp;Texas Teachers, etc.) has $1 billion tracking the Russell 2000 Index. It’s announced that at the close of trading on June 25th, GME will be added to the Russell 2000.</p><p><blockquote>庞大的国家养老基金（如：CALPERS、德克萨斯教师等）。）有10亿美元跟踪罗素2000指数。据宣布，在 6 月 25 日收盘时，GME 将被纳入罗素 2000 指数。</blockquote></p><p> Huge State Pension Fund must therefore buy:</p><p><blockquote>因此，庞大的国家养老基金必须购买：</blockquote></p><p> <ul>  <li>$1,000,000,000 (AUM) * 1.0% (index weighting) = $10,000,000 notional of GME stock</li>  <li>$10,000,000/$225 (GME share price) =</li>  <li><b>44,444 shares of GME stock</b></li> </ul> The index fund’s goal is to track the benchmark, and so they often work with bank dealers to try and buy these shares at the close of trading on June 25. Accordingly, bank dealers may start to build an inventory of shares in the days leading to the actual rebalance.</p><p><blockquote><ul><li>$1,000,000,000 (AUM) * 1.0%（指数加权）= $10,000,000 GME 股票名义价值</li><li>$10,000,000/$225（GME股价）=</li><li><b>44,444 股 GME 股票</b></li></ul>指数基金的目标是跟踪基准，因此他们经常与银行交易商合作，试图在 6 月 25 日收盘时买入这些股票。因此，银行交易商可能会在实际重新平衡前的日子里开始建立股票库存。</blockquote></p><p> The hypothetical example above shows how many shares would be bought with just&nbsp;<i>one</i>&nbsp;relatively small fund. You can imagine how the share count increases when you start to allocate trillions of dollars of capital to the index re-weighting.</p><p><blockquote>上面的假设示例显示了只需购买多少股<i>一</i>相对较小的基金。你可以想象，当你开始将数万亿美元的资本分配给指数重新加权时，股票数量会如何增加。</blockquote></p><p> <u><b>So, who will make it?</b></u></p><p><blockquote><u><b>那么，谁会成功呢？</b></u></blockquote></p><p> To be included in the Russell 1,000 Index - a group of the largest US stocks -<b>a company should be worth at least $5.2 billion by May 7</b>, according to&nbsp;a chart from FTSE Russell, which creates the indexes.</p><p><blockquote>将被纳入罗素 1,000 指数（一组最大的美国股票）<b>到 5 月 7 日，一家公司的价值应至少达到 52 亿美元</b>根据创建这些指数的富时罗素的图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/186872b8bba306cc607661671efeaed7\" tg-width=\"500\" tg-height=\"270\" referrerpolicy=\"no-referrer\"><u><i><b>That puts retail-trader icon GameStop, which was worth about $12 billion as of the market close on May 7, in the running to be included.</b></i></u></p><p><blockquote><u><i><b>这使得零售商标志性公司游戏驿站（截至 5 月 7 日收盘时市值约为 120 亿美元）也有望被纳入其中。</b></i></u></blockquote></p><p> <u><i><b>But AMC Entertainment might have just missed the cutoff.</b></i></u></p><p><blockquote><u><i><b>但AMC院线可能只是错过了截止日期。</b></i></u></blockquote></p><p> And finally, here's Goldman's best guess at the additions and deletions...</p><p><blockquote>最后，这是高盛对增加和删除的最佳猜测……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/39e95e31f337f982f86d79aef5cc0e34\" tg-width=\"794\" tg-height=\"1197\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b><u>Potential Additions to the Russell 1000 Index</u></b></p><p><blockquote><b><u>罗素 1000 指数的潜在补充</u></b></blockquote></p><p> Investors can use the results of our analysis to<b>anticipate potential price moves and buying/selling pressure for stocks being added to and deleted from</b>the widely-followed large-cap and small-cap benchmark indices.</p><p><blockquote>投资者可以利用我们的分析结果<b>预测被添加和删除的股票的潜在价格变动和买入/卖出压力</b>广受关注的大盘股和小盘股基准指数。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/gamestop-amc-out-which-meme-stocks-will-be-impacted-todays-russell-rebalance?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">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":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.zerohedge.com/markets/gamestop-amc-out-which-meme-stocks-will-be-impacted-todays-russell-rebalance?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179245434","content_text":"As we detailed previously, every June, the Russell Index rebalances by removing stocks that no longer meet their criteria (and incorporating recently improving names).\nAs SpotGamma notes,many traders are starting to discuss the upcoming Russell Index rebalances, and the prospect of GME, AMC or other meme stocks being added to Russell 1000.\nEach year in June(today - Friday, June 25 this year)the FTSE Russell uses a set ofcriteria to determine which companies stock will be tracked by their benchmark indices.\n\nThe new constituents will be announced after the bell today.\nThere are many ways investors can track these indices, such as through an ETF like IWM.\nFor massive assets like pension funds, they track by owning the individual stock components of the index.\nFor example if the FTSE adds a 1% weighting of GameStop to the Russell 2000 Index, everyone that tracks the Russell 2000 must buy GME shares. To offset this addition, the Russell will reduce or remove other stock(s) that not longer meet their criteria.\n*Note: While this post discusses the Russell, the mechanics are the same for the S&P Indices, too.\nAnalysts spend a lot of time trying to assess which stocks will be added or removed from the indices during this annual rebalance.\nAccording to the FTSE Russell approximately $16 trillion assets track the Russell indices, so a lot of shares may have to be bought and sold so that all of these various funds conform to the appropriate benchmark.\nWith volume like that, one can see the value of knowing which stocks may be bought and sold before these large funds start their adjustment.\nKnowing what stocks will be added or removed from indices, such as Russell, is a huge opportunity for traders\nTSLA was a prime example of how traders got ahead of these additions. In late November 2020, it was announced that TSLA would be added to the S&P500 Index. As you can see on the chart below, the stock traded nearly 50% higher from the announcement date to the actual addition date.\n\nIt’s important to mention that Tesla’s massive move into the index addition was quite an aberration, and traders should not expect ~50% moves for all index events.\nMechanically, this is how an index rebalance trade may take place\nTheoretical Example:\nThe Huge State Pension Fund (like: CALPERS, Texas Teachers, etc.) has $1 billion tracking the Russell 2000 Index. It’s announced that at the close of trading on June 25th, GME will be added to the Russell 2000.\nHuge State Pension Fund must therefore buy:\n\n$1,000,000,000 (AUM) * 1.0% (index weighting) = $10,000,000 notional of GME stock\n$10,000,000/$225 (GME share price) =\n44,444 shares of GME stock\n\nThe index fund’s goal is to track the benchmark, and so they often work with bank dealers to try and buy these shares at the close of trading on June 25. Accordingly, bank dealers may start to build an inventory of shares in the days leading to the actual rebalance.\nThe hypothetical example above shows how many shares would be bought with just one relatively small fund. You can imagine how the share count increases when you start to allocate trillions of dollars of capital to the index re-weighting.\nSo, who will make it?\nTo be included in the Russell 1,000 Index - a group of the largest US stocks -a company should be worth at least $5.2 billion by May 7, according to a chart from FTSE Russell, which creates the indexes.\nThat puts retail-trader icon GameStop, which was worth about $12 billion as of the market close on May 7, in the running to be included.\nBut AMC Entertainment might have just missed the cutoff.\nAnd finally, here's Goldman's best guess at the additions and deletions...\n\nPotential Additions to the Russell 1000 Index\nInvestors can use the results of our analysis toanticipate potential price moves and buying/selling pressure for stocks being added to and deleted fromthe widely-followed large-cap and small-cap benchmark indices.","news_type":1,"symbols_score_info":{"AMC":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121291730,"gmtCreate":1624464365520,"gmtModify":1634005704298,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"i hope Tiger Brokers allow us to trade crypto soon","listText":"i hope Tiger Brokers allow us to trade crypto soon","text":"i hope Tiger Brokers allow us to trade crypto soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121291730","repostId":"2145531099","repostType":4,"isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134314541,"gmtCreate":1622207818183,"gmtModify":1634182857039,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hope to make small profit soon","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hope to make small profit soon","text":"$Sundial Growers Inc.(SNDL)$Hope to make small profit soon","images":[{"img":"https://static.tigerbbs.com/5b2f3f6c2b4f4dda19eadeab5245944a","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134314541","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":193304450,"gmtCreate":1620750584970,"gmtModify":1634196589343,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"long term good buy","listText":"long term good buy","text":"long term good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193304450","repostId":"1148549916","repostType":4,"repost":{"id":"1148549916","kind":"news","pubTimestamp":1620718159,"share":"https://www.laohunote.com/m/news/1148549916?lang=zh_CN&edition=full","pubTime":"2021-05-11 15:29","market":"us","language":"en","title":"Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs 疯狂做空科技股，对冲基金总杠杆创历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148549916","media":"zerohedge","summary":"Hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World, the lowest level since last November and in the 3rd percentile vs. the past five years.","content":"<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S&nbsp; Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的主要经纪公司的数据，对冲基金又经历了艰难的一周，GS Equity基本面L/S业绩预期在4月30日至5月6日之间下跌了-1.68%（相对于摩根士丹利资本国际世界TR-0.33%），这是由-1.11%的alpha（两个月来最差的每周alpha）和-0.57%的贝塔（来自市场敞口和市场敏感性因素的结合）推动的。结果，全球基本面股票L/S对冲基金在过去一周就损失了近三分之二的年初至今收益，使其年初至今总回报率仅为0.97%，这对2岁和20岁的人群来说又是一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是，对冲基金领域对整体市场贝塔值变得如此敏感，这是有原因的：根据高盛Prime的数据，<b>整体账面总杠杆率上升 +1.7 个百分点至 247.1%，创历史新高，</b>而净杠杆率下降-0.9个百分点至88.2%（虽然不是历史最高水平，但仍处于第87个百分位）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金购买的构成来看，<b>过去一周，GS Prime book 的整体净购买量再次温和</b>（+0.15 SDs），由风险流动驱动，因为多头买入超过了卖空。具体来说，单个名称被净买入，而宏观产品（指数和 ETF 合并）被净卖出。北美以及在较小程度上欧洲是由多头买入驱动的净买入，而DM Asia和EM Asia是由卖空驱动的净卖出。11个全球板块中有8个被净买入，以美元计算，其中消费光盘、医疗保健、必需品和房地产为首，而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时，高盛继续上周首次观察到的趋势，当时我们注意到对冲基金在过去 10 天中有 9 天做空了科技股，高盛指出：<b>由于经理们连续第三周减少敞口，信息技术行业出现了九个月来最大的净销售额。</b>GS Prime 指出，对冲基金目前对跑输大盘信息科技股的看涨情绪出人意料地逆转，相对于 MSCI World，对冲基金的看涨情绪目前下跌了 -1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第三百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节：</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis &amp; Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software &amp; Svcs by +4.7% (28th percentile) and U/W Semis &amp; Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&amp;P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息技术是本周表现最差的板块，<b>也是迄今为止 GS Prime book 净卖出最多的板块，其驱动力是卖空量以 7 比 1 超过多头买入。</b></li><li>信息科技股连续第三周净卖出，并出现自去年 8 月以来最大的周/周净卖出 (-1.6 SDs)。子行业层面的净交易流量有所不同——半成品和半设备、软件和电子设备是净卖出最多的，而通信设备和 IT 服务是净买入最多的。</li><li>与 MSCI World 相比，对冲基金目前持有信息科技股 -1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第三百分位。</b></li><li>从行业集团的角度来看，对冲基金仍然是O/W软件和SVC，增长了+4.7%（第28个百分位），U/W半设备和技术硬件分别增长了-1.6%（第13个百分位）和-4.3%（第18个百分位）</li></ul>尽管对冲基金做空科技股，但在电子商务股票的推动下，高盛美国非必需消费品行业出现了三个月来最大的净买入。因此，与标普500相比，GS Prime book 目前比美国非必需消费品上涨 +3.3%，<b>与过去一年相比处于第 9 个百分位，与过去五年相比处于第 50 个百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&amp;P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算，非必需消费品是本周 GS Prime book 上净买入最多的美国板块，受风险偏好资金的推动，多头买入数量超过卖空数量的 4 比 1。</li><li>GS Prime book 上该行业的总多空比率 (MV) 本周结束时为 2.53，与去年相比处于第 2 个百分位，与过去五年相比处于第 77 个百分位。与标普500相比，GS Prime book现在O/W美国非必需消费品库存+3.3%，与去年相比处于第9个百分位，与过去五年相比处于第50个百分位。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs 疯狂做空科技股，对冲基金总杠杆创历史新高</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\">\nHedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs 疯狂做空科技股，对冲基金总杠杆创历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-11 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S&nbsp; Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的主要经纪公司的数据，对冲基金又经历了艰难的一周，GS Equity基本面L/S业绩预期在4月30日至5月6日之间下跌了-1.68%（相对于摩根士丹利资本国际世界TR-0.33%），这是由-1.11%的alpha（两个月来最差的每周alpha）和-0.57%的贝塔（来自市场敞口和市场敏感性因素的结合）推动的。结果，全球基本面股票L/S对冲基金在过去一周就损失了近三分之二的年初至今收益，使其年初至今总回报率仅为0.97%，这对2岁和20岁的人群来说又是一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是，对冲基金领域对整体市场贝塔值变得如此敏感，这是有原因的：根据高盛Prime的数据，<b>整体账面总杠杆率上升 +1.7 个百分点至 247.1%，创历史新高，</b>而净杠杆率下降-0.9个百分点至88.2%（虽然不是历史最高水平，但仍处于第87个百分位）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金购买的构成来看，<b>过去一周，GS Prime book 的整体净购买量再次温和</b>（+0.15 SDs），由风险流动驱动，因为多头买入超过了卖空。具体来说，单个名称被净买入，而宏观产品（指数和 ETF 合并）被净卖出。北美以及在较小程度上欧洲是由多头买入驱动的净买入，而DM Asia和EM Asia是由卖空驱动的净卖出。11个全球板块中有8个被净买入，以美元计算，其中消费光盘、医疗保健、必需品和房地产为首，而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时，高盛继续上周首次观察到的趋势，当时我们注意到对冲基金在过去 10 天中有 9 天做空了科技股，高盛指出：<b>由于经理们连续第三周减少敞口，信息技术行业出现了九个月来最大的净销售额。</b>GS Prime 指出，对冲基金目前对跑输大盘信息科技股的看涨情绪出人意料地逆转，相对于 MSCI World，对冲基金的看涨情绪目前下跌了 -1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第三百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节：</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis &amp; Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software &amp; Svcs by +4.7% (28th percentile) and U/W Semis &amp; Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&amp;P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息技术是本周表现最差的板块，<b>也是迄今为止 GS Prime book 净卖出最多的板块，其驱动力是卖空量以 7 比 1 超过多头买入。</b></li><li>信息科技股连续第三周净卖出，并出现自去年 8 月以来最大的周/周净卖出 (-1.6 SDs)。子行业层面的净交易流量有所不同——半成品和半设备、软件和电子设备是净卖出最多的，而通信设备和 IT 服务是净买入最多的。</li><li>与 MSCI World 相比，对冲基金目前持有信息科技股 -1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第三百分位。</b></li><li>从行业集团的角度来看，对冲基金仍然是O/W软件和SVC，增长了+4.7%（第28个百分位），U/W半设备和技术硬件分别增长了-1.6%（第13个百分位）和-4.3%（第18个百分位）</li></ul>尽管对冲基金做空科技股，但在电子商务股票的推动下，高盛美国非必需消费品行业出现了三个月来最大的净买入。因此，与标普500相比，GS Prime book 目前比美国非必需消费品上涨 +3.3%，<b>与过去一年相比处于第 9 个百分位，与过去五年相比处于第 50 个百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&amp;P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算，非必需消费品是本周 GS Prime book 上净买入最多的美国板块，受风险偏好资金的推动，多头买入数量超过卖空数量的 4 比 1。</li><li>GS Prime book 上该行业的总多空比率 (MV) 本周结束时为 2.53，与去年相比处于第 2 个百分位，与过去五年相比处于第 77 个百分位。与标普500相比，GS Prime book现在O/W美国非必需消费品库存+3.3%，与去年相比处于第9个百分位，与过去五年相比处于第50个百分位。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks\">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":{"NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148549916","content_text":"Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S  Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).Looking at the composition of hedge fund purchases,the overall GS Prime book was modestly net bought again in the past week(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes thatInfo Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.Some more details from the Goldman reports:Info Tech, the worst performing sector this week,was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectivelyAnd while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.","news_type":1,"symbols_score_info":{".IXIC":0.9,"NDX":0.9}},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605829569,"gmtCreate":1639146427770,"gmtModify":1639146436881,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"Tesla ftw","listText":"Tesla ftw","text":"Tesla ftw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605829569","repostId":"1192503036","repostType":4,"repost":{"id":"1192503036","kind":"news","pubTimestamp":1639123593,"share":"https://www.laohunote.com/m/news/1192503036?lang=zh_CN&edition=full","pubTime":"2021-12-10 16:06","market":"us","language":"en","title":"3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买并持有的 3 只被低估的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192503036","media":"Motley Fool ","summary":"You can find hidden gems in the much-hyped electric vehicle space too.","content":"<p>With electric vehicle (EV) maker&nbsp;<b>Tesla</b>&nbsp;valued at more than $1 trillion and&nbsp;<b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车（EV）制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到 200 辆汽车，价值超过 1000 亿美元，注重价值的投资者可能会发现，远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也有大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域隐藏的三颗宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider&nbsp;<b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of&nbsp;<b>Lucid Group</b>&nbsp;and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都是一样的。例如，考虑<b>蔚来</b>2021年前9个月，该公司售出66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于销售历史不多，Lucid 和Rivian股票的市销率没有意义。蔚来汽车近10的市销率虽然看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的蔚来 PS 比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉作为电动汽车先驱的比例更高，拥有强大的品牌形象和创新的产品。然而，与蔚来相比，溢价看起来太大了。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于现在进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯粹电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are&nbsp;<b>BYD</b>&nbsp;and&nbsp;<b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的股票交易市销率远低于特斯拉甚至蔚来。无论从哪个角度来看，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1. 蔚来有很多值得喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出的260万辆电动汽车中，仅中国就售出了约110万辆。此外，2021年上半年在中国销售的电动汽车数量相当于2020年全年在中国销售的电动汽车数量。</blockquote></p><p> Nio&nbsp;reported&nbsp;strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来报告 11 月份汽车交付量强劲。除了 10 月份由于计划升级生产线，该公司报告交付量有所下降外，蔚来汽车的交付量基本呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and&nbsp;<b>Li Auto</b>, as well as global EV companies including Tesla. Nio is&nbsp;doing well so far&nbsp;despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best&nbsp;features and technology&nbsp;available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪等本地企业的激烈竞争，<b>小鹏</b>，和<b>理想汽车</b>以及包括特斯拉在内的全球电动汽车公司。尽管有竞争，蔚来到目前为止做得很好。此外，该公司计划于明年初开始交付新款豪华轿车 ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步推动蔚来汽车的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>2、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>当投资者关注即将上市的电动汽车股票时，中国老牌汽车制造商比亚迪已经在电动汽车领域占据了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为 17%。这高于上汽集团合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉占据中国电动汽车市场约11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月份，比亚迪电动车型销量同比增长153%，达到46,137辆。包括插电式混合动力车在内，该公司当月售出 90,121 辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去 12 个月的收入为 302 亿美元，主要分为三个领域。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度重视，这些汽车在未来几年可能会在比亚迪的收入组合中占据越来越大的份额。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3. 大众汽车有着远大的电动汽车野心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会在顶级汽车制造商大众汽车身上找到价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到 2025 年将电动汽车交付量提高到销售额的 20%。到 2030 年，该公司的目标是其在欧洲 60% 的销量为电动汽车。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your&nbsp;EV portfolio.</p><p><blockquote>前九个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外 246,000 辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前九个月交付了 627,572 辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量是巨大的，并将继续增长。简而言之，该股票肯定会在您的电动汽车投资组合中找到一席之地。</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>3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买并持有的 3 只被低估的电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued EV Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买并持有的 3 只被低估的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool </strong><span class=\"h-time small\">2021-12-10 16:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With electric vehicle (EV) maker&nbsp;<b>Tesla</b>&nbsp;valued at more than $1 trillion and&nbsp;<b>Rivian</b>, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.</p><p><blockquote>与电动汽车（EV）制造商合作<b>特斯拉</b>价值超过1万亿美元<b>Rivian</b>迄今为止，该公司生产了不到 200 辆汽车，价值超过 1000 亿美元，注重价值的投资者可能会发现，远离电动汽车股票领域是目前最好的行动方案。但事实是，即使在这个热门领域，也有大量被低估的机会。</blockquote></p><p> Let's look at three such hidden gems in the electric vehicle space.</p><p><blockquote>让我们来看看电动汽车领域隐藏的三颗宝石。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71c79fb7333c9ac1c5c74949b4c1b52b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Valuation of EV stocks</b></p><p><blockquote><b>电动汽车股票估值</b></blockquote></p><p> Trying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider&nbsp;<b>Nio</b>. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of&nbsp;<b>Lucid Group</b>&nbsp;and Rivian, both of which have sold far fewer vehicles so far.</p><p><blockquote>最近，试图了解电动汽车股票的估值变得具有挑战性。并非所有电动汽车股票的估值都是一样的。例如，考虑<b>蔚来</b>2021年前9个月，该公司售出66,395辆汽车。然而，其市值低于<b>Lucid集团</b>和Rivian，这两家公司迄今为止的汽车销量都要少得多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0930ea5d664bfd46c1738510f8f05f3\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO Market Cap data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的蔚来市值数据</span></p></blockquote></p><p> With not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.</p><p><blockquote>由于销售历史不多，Lucid 和Rivian股票的市销率没有意义。蔚来汽车近10的市销率虽然看起来很高，但与特斯拉24左右的市销率相比就相形见绌了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ae1220d72de922e913f8428a58f24ba\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>NIO PS Ratio data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCharts 提供的蔚来 PS 比率数据</span></p></blockquote></p><p> For sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.</p><p><blockquote>当然，特斯拉作为电动汽车先驱的比例更高，拥有强大的品牌形象和创新的产品。然而，与蔚来相比，溢价看起来太大了。</blockquote></p><p> Talking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.</p><p><blockquote>更多地谈论电动汽车估值的差异，纯电动汽车制造商（仅提供电动汽车）的估值通常高于现在进入电动汽车领域的传统汽车制造商。这可能是基于炒作，或者是基于纯粹电动汽车制造商可以提供比传统汽车制造商更好的电动汽车的观点。这两者似乎都不是避开具有坚定电动汽车雄心的传统汽车制造商的正当理由。</blockquote></p><p> Two such companies are&nbsp;<b>BYD</b>&nbsp;and&nbsp;<b>Volkswagen</b>. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.</p><p><blockquote>两家这样的公司是<b>比亚迪</b>和<b>大众汽车</b>如上图所示，这两家公司的股票交易市销率远低于特斯拉甚至蔚来。无论从哪个角度来看，蔚来、比亚迪和大众汽车的股票看起来都比大多数电动汽车同行更有价值。</blockquote></p><p> <b>1. There is a lot to like about Nio</b></p><p><blockquote><b>1. 蔚来有很多值得喜欢的地方</b></blockquote></p><p> Investors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.</p><p><blockquote>投资者会发现蔚来有吸引力的原因不止一个。首先，该公司在一个领先且快速增长的市场中运营。2021年上半年全球售出的260万辆电动汽车中，仅中国就售出了约110万辆。此外，2021年上半年在中国销售的电动汽车数量相当于2020年全年在中国销售的电动汽车数量。</blockquote></p><p> Nio&nbsp;reported&nbsp;strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.</p><p><blockquote>蔚来报告 11 月份汽车交付量强劲。除了 10 月份由于计划升级生产线，该公司报告交付量有所下降外，蔚来汽车的交付量基本呈上升趋势。</blockquote></p><p> The company faces stiff competition from local players, including BYD,<b>Xpeng</b>, and&nbsp;<b>Li Auto</b>, as well as global EV companies including Tesla. Nio is&nbsp;doing well so far&nbsp;despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best&nbsp;features and technology&nbsp;available and should further boost Nio's growth.</p><p><blockquote>该公司面临着来自比亚迪等本地企业的激烈竞争，<b>小鹏</b>，和<b>理想汽车</b>以及包括特斯拉在内的全球电动汽车公司。尽管有竞争，蔚来到目前为止做得很好。此外，该公司计划于明年初开始交付新款豪华轿车 ET7。这款新轿车拥有一些最好的功能和技术，应该会进一步推动蔚来汽车的增长。</blockquote></p><p> 2. BYD is gaining ground silently</p><p><blockquote>2、比亚迪悄然崛起</blockquote></p><p> While investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According to<i>CleanTechnica</i>, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,<b>General Motors</b>, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.</p><p><blockquote>当投资者关注即将上市的电动汽车股票时，中国老牌汽车制造商比亚迪已经在电动汽车领域占据了一席之地。根据<i>清洁技术</i>比亚迪控制着中国电动汽车市场（包括插电式混合动力汽车）的最高份额，为 17%。这高于上汽集团合资企业控制的16%的市场份额，<b>通用汽车</b>、柳州五菱汽车。相比之下，特斯拉占据中国电动汽车市场约11%的份额。</blockquote></p><p> In November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.</p><p><blockquote>11月份，比亚迪电动车型销量同比增长153%，达到46,137辆。包括插电式混合动力车在内，该公司当月售出 90,121 辆。</blockquote></p><p> With a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.</p><p><blockquote>比亚迪过去 12 个月的收入为 302 亿美元，主要分为三个领域。2020年，该公司53%的收入来自汽车及相关产品，39%来自手机零部件和组装，其余8%来自充电电池和太阳能产品。从地域上看，该公司61%的收入来自中国。</blockquote></p><p> With a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.</p><p><blockquote>随着对电动汽车的高度重视，这些汽车在未来几年可能会在比亚迪的收入组合中占据越来越大的份额。</blockquote></p><p> <b>3. Volkswagen has big EV ambitions</b></p><p><blockquote><b>3. 大众汽车有着远大的电动汽车野心</b></blockquote></p><p></p><p> EV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.</p><p><blockquote>电动汽车投资者肯定会在顶级汽车制造商大众汽车身上找到价值。未来几年，该公司计划在电动汽车领域投资350亿欧元。该公司的目标是到 2025 年将电动汽车交付量提高到销售额的 20%。到 2030 年，该公司的目标是其在欧洲 60% 的销量为电动汽车。</blockquote></p><p> In the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your&nbsp;EV portfolio.</p><p><blockquote>前九个月，大众汽车在全球交付了近700万辆汽车。其中，大约293,000辆是全电动的。另外 246,000 辆是插电式混合动力汽车。因此，电动或混合动力汽车约占该公司交付量的7.8%。从长远来看，特斯拉今年前九个月交付了 627,572 辆汽车。因此，尽管电动汽车在大众汽车总交付量中所占比例很小，但其电动汽车的绝对交付量是巨大的，并将继续增长。简而言之，该股票肯定会在您的电动汽车投资组合中找到一席之地。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/\">Motley Fool </a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","VWAGY":"大众汽车ADR","01211":"比亚迪股份","BYDDY":"比亚迪ADR"},"source_url":"https://www.fool.com/investing/2021/12/09/3-undervalued-ev-stocks-you-can-buy-and-hold-for-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192503036","content_text":"With electric vehicle (EV) maker Tesla valued at more than $1 trillion and Rivian, which has so far produced fewer than 200 vehicles, valued at more than $100 billion, value-focused investors may find staying away from the EV stock space to be the best course of action right now. But the truth is that there are ample undervalued opportunities even in this hot segment.\nLet's look at three such hidden gems in the electric vehicle space.\nImage source: Getty Images.\nValuation of EV stocks\nTrying to understand the valuations of EV stocks has become challenging lately. Not all EV stocks are getting valued the same way. As an example, consider Nio. The company sold 66,395 vehicles in the first nine months of 2021. Yet, its market capitalization is less than that of Lucid Group and Rivian, both of which have sold far fewer vehicles so far.\nNIO Market Cap data by YCharts\nWith not much of a sales history, the price-to-sales ratios of Lucid and Rivian stocks are not meaningful. Although Nio's price-to-sales ratio of nearly 10 looks high, it pales when compared to Tesla's ratio of around 24.\nNIO PS Ratio data by YCharts\nFor sure, Tesla commands a higher ratio for being the EV pioneer, with a strong brand image and innovative offerings. However, the premium compared to Nio looks outsized.\nTalking more about differences in EV valuations, pure-play EV manufacturers -- that offer only EVs -- typically get valued higher compared to legacy automakers, which are now entering in the EV segment. This is likely based either on hype, or on the opinion that pure-play EV makers can offer better EVs than legacy automakers. Neither of the two seems like a valid reason to avoid legacy automakers with solid EV ambitions.\nTwo such companies are BYD and Volkswagen. As the above graph shows, the stocks of both these companies trade at a much lower price-to-sales ratio than that of Tesla or even Nio. Whichever way you slice or dice it, Nio, BYD, and Volkswagen stocks look better valued than most of their EV peers.\n1. There is a lot to like about Nio\nInvestors will find Nio attractive for more than one reason. To begin with, the company operates in a leading and fast-growing market. Of the 2.6 million EVs sold globally in the first half of 2021, roughly 1.1 million were sold in China alone. Furthermore, in the first half of 2021, the number of EVs sold in China was equal to that sold in the country in all of 2020.\nNio reported strong vehicle deliveries for November. Except for October, when the company reported lower deliveries due to planned upgrading of its manufacturing lines, Nio's deliveries are largely on an upward trend.\nThe company faces stiff competition from local players, including BYD,Xpeng, and Li Auto, as well as global EV companies including Tesla. Nio is doing well so far despite the competition. Moreover, it is planning to start deliveries of its new luxury sedan, the ET7, early next year. The new sedan has some of the best features and technology available and should further boost Nio's growth.\n2. BYD is gaining ground silently\nWhile investors are focused on upcoming EV stocks, established Chinese automaker BYD has made a place for itself in the EV segment. According toCleanTechnica, BYD controls the highest share, 17%, of China's EV market, including plug-in hybrids. That's higher than the 16% market share controlled by a joint venture between SAIC Motor,General Motors, and Liuzhou Wuling Motors. By comparison, Tesla holds roughly 11% share of China's EV market.\nIn November, sales of BYD's EV models grew 153% year over year to 46,137 units. Including plug-in hybrids, the company sold 90,121 units in the month.\nWith a trailing-12-months revenue of $30.2 billion, BYD operates in three main segments. In 2020, the company earned 53% of its revenue from auto and related products, 39% from mobile handset components and assembly, and the remaining 8% from rechargeable batteries and solar products. Geographically, the company derived 61% of its revenue from China.\nWith a high focus on EVs, these will likely form an increasingly higher portion of BYD's revenue mix in the coming years.\n3. Volkswagen has big EV ambitions\nEV investors would surely find value in top automaker Volkswagen. In the next few years, the company plans to invest 35 billion euros in electric mobility. It aims to increase its EV deliveries to 20% of its sales by 2025. By 2030, the company targets 60% of its sales in Europe to be EVs.\nIn the first nine months, Volkswagen delivered nearly 7 million vehicles globally. Of these, roughly 293,000 were fully electric. An additional 246,000 were plug-in hybrid vehicles. So, electric or hybrid vehicles accounted for around 7.8% of the company's deliveries. For perspective, Tesla delivered 627,572 vehicles in the first nine months of this year. So, even though EVs form a small percentage of Volkswagen's total vehicle deliveries, its absolute EV deliveries are huge and will continue to grow. In short, the stock cansurely find a placein your EV portfolio.","news_type":1,"symbols_score_info":{"01211":0.9,"BYDDY":0.9,"NIO":0.9,"VWAGY":0.9}},"isVote":1,"tweetType":1,"viewCount":2944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184961226,"gmtCreate":1623681181565,"gmtModify":1634030145587,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>doing well tonight","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>doing well tonight","text":"$Apple(AAPL)$doing well tonight","images":[{"img":"https://static.tigerbbs.com/c185383fbd935e098788c61b53c2dd60","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184961226","isVote":1,"tweetType":1,"viewCount":2064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":113471421,"gmtCreate":1622637256463,"gmtModify":1634099719479,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"Buy AMC for short squeeze","listText":"Buy AMC for short squeeze","text":"Buy AMC for short squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113471421","repostId":"1119736871","repostType":4,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136264358,"gmtCreate":1622021345774,"gmtModify":1634184592661,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","listText":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","text":"The fundamentals of the stock are good. Nodebt, push into ecommerce and now investments into next-gen technologies like NFTs.Excited!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136264358","repostId":"1196969197","repostType":4,"repost":{"id":"1196969197","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622017222,"share":"https://www.laohunote.com/m/news/1196969197?lang=zh_CN&edition=full","pubTime":"2021-05-26 16:20","market":"us","language":"en","title":"GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196969197","media":"Tiger Newspress","summary":"GameStop shares rose nearly 3% in pre-market trading.GameStop Corp. has quietly confirmed it is buil","content":"<p>GameStop&nbsp;shares rose&nbsp;nearly 3% in pre-market&nbsp;trading.</p><p><blockquote>游戏驿站股价在盘前交易中上涨近3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7b99f094a5b8aac31d8175c031b3130d\" tg-width=\"1287\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><b>GameStop Corp.</b>&nbsp;has quietly confirmed it is building a new non-fungible token (NFT) platform based on the&nbsp;<b>Ethereum</b>(ETH) blockchain platform.</p><p><blockquote><b>游戏驿站公司</b>已悄悄确认正在基于……构建一个新的不可替代令牌（NFT）平台<b>以太币</b>（ETH）区块链平台。</blockquote></p><p>The video game retailer has launched anew web portal&nbsp;for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.</p><p><blockquote>这家视频游戏零售商为NFT平台推出了一个新的门户网站，并邀请工程师、设计师、游戏玩家、营销人员和社区领袖加入它正在建立的团队。</blockquote></p><p>The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”</p><p><blockquote>该网站包含这样的信息：“权力属于玩家。权力属于创作者。权力属于收藏家。”</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>GameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</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\">\nGameStop shares rose nearly 3% in pre-market trading<blockquote>游戏驿站股价在盘前交易中上涨近3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-26 16:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>GameStop&nbsp;shares rose&nbsp;nearly 3% in pre-market&nbsp;trading.</p><p><blockquote>游戏驿站股价在盘前交易中上涨近3%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7b99f094a5b8aac31d8175c031b3130d\" tg-width=\"1287\" tg-height=\"627\" referrerpolicy=\"no-referrer\"><b>GameStop Corp.</b>&nbsp;has quietly confirmed it is building a new non-fungible token (NFT) platform based on the&nbsp;<b>Ethereum</b>(ETH) blockchain platform.</p><p><blockquote><b>游戏驿站公司</b>已悄悄确认正在基于……构建一个新的不可替代令牌（NFT）平台<b>以太币</b>（ETH）区块链平台。</blockquote></p><p>The video game retailer has launched anew web portal&nbsp;for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.</p><p><blockquote>这家视频游戏零售商为NFT平台推出了一个新的门户网站，并邀请工程师、设计师、游戏玩家、营销人员和社区领袖加入它正在建立的团队。</blockquote></p><p>The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”</p><p><blockquote>该网站包含这样的信息：“权力属于玩家。权力属于创作者。权力属于收藏家。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196969197","content_text":"GameStop shares rose nearly 3% in pre-market trading.GameStop Corp. has quietly confirmed it is building a new non-fungible token (NFT) platform based on the Ethereum(ETH) blockchain platform.The video game retailer has launched anew web portal for the NFT platform and invited engineers, designers, gamers, marketers and community leaders to join a team it is building.The website includes the message, “Power to the Players. Power to the creators. Power to the collectors.”","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193307125,"gmtCreate":1620750622367,"gmtModify":1634196588986,"author":{"id":"3570568072112084","authorId":"3570568072112084","name":"KZY89","avatar":"https://static.tigerbbs.com/071f393bbae2f59b995168be45caa82a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570568072112084","authorIdStr":"3570568072112084"},"themes":[],"title":"","htmlText":"greed nakes it a bubble","listText":"greed nakes it a bubble","text":"greed nakes it a bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193307125","repostId":"1199341916","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}