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JaydenNg

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2021-12-12

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2021-11-10

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2021-11-10

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2021-11-09

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Prices are skyrocketing. Goldman Sachs says prices will go even higher<blockquote>物价飞涨。高盛表示价格将更高</blockquote>

2021-11-09

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2021-11-09

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2021-11-06

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2021-11-06

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2021-11-04

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2021-11-04

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2021-11-01

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Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>

2021-11-01

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2021-11-01

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2021-10-31

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2021-10-31

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2021-10-31

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2021-10-24

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2021-10-23

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2021-10-23

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2021-10-23

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Motors(TSLA)$Hshhs","images":[{"img":"https://static.tigerbbs.com/62302db879c3a3031e404a525fe93dce","width":"1125","height":"3714"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847699475","isVote":1,"tweetType":1,"viewCount":3926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844531349,"gmtCreate":1636438002091,"gmtModify":1636438002368,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"Likeeeee&nbsp;","listText":"Likeeeee&nbsp;","text":"Likeeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844531349","repostId":"1151111395","repostType":4,"repost":{"id":"1151111395","kind":"news","pubTimestamp":1636436840,"share":"https://www.laohunote.com/m/news/1151111395?lang=zh_CN&edition=full","pubTime":"2021-11-09 13:47","market":"us","language":"en","title":"Prices are skyrocketing. Goldman Sachs says prices will go even higher<blockquote>物价飞涨。高盛表示价格将更高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151111395","media":"CNN","summary":"New York (CNN Business)Sticker shock is causing anxiety for millions of Americans right now, with pr","content":"<p>New York (CNN Business)Sticker shock is causing anxiety for millions of Americans right now, with prices soaring for gasoline, groceries and used cars.</p><p><blockquote>纽约（CNN Business）贴纸冲击目前正在引起数百万美国人的焦虑，汽油、食品杂货和二手车价格飙升。</blockquote></p><p> Unfortunately, it's going to take longer than expected to work out the supply-demand imbalances at the heart of inflation, Goldman Sachs warned clients Sunday night.</p><p><blockquote>高盛周日晚间警告客户，不幸的是，解决通胀核心的供需失衡将需要比预期更长的时间。</blockquote></p><p> \"The inflation overshoot will likely get worse before it gets better,\" the bank's economists wrote in a research report.</p><p><blockquote>该银行的经济学家在一份研究报告中写道：“通胀超调可能会在好转之前变得更糟。”</blockquote></p><p> Like much of Wall Street and the Federal Reserve, Goldman Sachs had been anticipating high prices would swiftly come back to earth. Now, there is a realization that inflation will be sticking around longer as supply struggles to keep up with surging demand.</p><p><blockquote>与华尔街和美联储的许多人一样，高盛一直预计高价将迅速回归现实。现在，人们意识到，随着供应难以跟上激增的需求，通货膨胀将持续更长时间。</blockquote></p><p> Due to \"prolonged\" supply-demand imbalances, soaring wages and rising rent amid the housing boom, inflation metrics will remain \"quite high for much of next year,\" Goldman Sachs conceded.</p><p><blockquote>高盛承认，由于“长期”供需失衡、房地产繁荣期间工资飙升和租金上涨，通胀指标将“在明年大部分时间内保持相当高”。</blockquote></p><p> That's bad news for Americans struggling with the high cost of living, as well as businesses squeezed by shortages and rising prices. Low-income families and those living on a fixed budget are hurt the most by rising prices on necessities like gas, food and clothing.</p><p><blockquote>这对于正在与高生活成本作斗争的美国人以及因短缺和价格上涨而受到挤压的企业来说是个坏消息。低收入家庭和那些靠固定预算生活的人受到汽油、食品和衣服等必需品价格上涨的影响最大。</blockquote></p><p> The inflation forecast is also a setback for the White House because high prices and supply chain problems are souring Americans' views on the US economy — which had been expected to be a strongpoint for President Joe Biden this year.</p><p><blockquote>通胀预测对白宫来说也是一个挫折，因为高物价和供应链问题正在恶化美国人对美国经济的看法——美国经济原本有望成为乔·拜登总统今年的强项。</blockquote></p><p> Instead, nearly two-thirds of Americans described the economy as poor in a poll released last week. Nearly half expect the economy to get worse in the next year.</p><p><blockquote>相反，在上周公布的一项民意调查中，近三分之二的美国人认为经济状况不佳。近一半的人预计明年经济会变得更糟。</blockquote></p><p> <b>30-year high for inflation</b></p><p><blockquote><b>通胀创30年来新高</b></blockquote></p><p> Annual inflation climbed at the fastest pace in more than 30 years during September, according to the Commerce Department. That's based on the 4.4% increase in the personal consumption expenditures price index. Excluding food and energy, core PCE, the Fed's preferred inflation metric, rose 3.6% in August and September, the fastest pace since May 1991.</p><p><blockquote>根据商务部的数据，9 月份年度通胀率以 30 多年来最快的速度攀升。这是基于个人消费支出价格指数上涨 4.4%。剔除食品和能源，美联储首选的通胀指标核心个人消费支出 (PCE) 在 8 月和 9 月上涨了 3.6%，为 1991 年 5 月以来的最快增速。</blockquote></p><p> The Fed has now changed its tune on inflation, acknowledging that high prices won't go away anytime soon.</p><p><blockquote>美联储现在已经改变了对通胀的态度，承认高物价不会很快消失。</blockquote></p><p> \"We see shortages and bottlenecks persisting into next year, well into next year,\" Fed Chairman Jerome Powell told reporters during a press conference last week. \"We see higher inflation persisting.\"</p><p><blockquote>美联储主席杰罗姆·鲍威尔在上周的新闻发布会上对记者表示：“我们预计短缺和瓶颈将持续到明年，甚至明年。”“我们看到高通胀持续存在。”</blockquote></p><p> Everyday Americans seem to agree.</p><p><blockquote>普通美国人似乎都同意这一点。</blockquote></p><p> Consumers are now expecting prices to rise by 5.7% over the next year, according to a survey released Monday by the NY Federal Reserve. That marks the highest level since the survey began in June 2013 and the 12th consecutive monthly increase.</p><p><blockquote>根据纽约美联储周一发布的一项调查，消费者目前预计明年价格将上涨 5.7%。这是自 2013 年 6 月开始调查以来的最高水平，也是连续第 12 个月增长。</blockquote></p><p> The Fed watches these surveys closely because expectations of high inflation can change consumer and business behavior, creating a self-fulfilling prophesy.</p><p><blockquote>美联储密切关注这些调查，因为高通胀的预期可能会改变消费者和企业的行为，从而创造一个自我实现的预言。</blockquote></p><p> The good news is that Goldman Sachs says its core view remains that supply-demand imbalances will \"largely work themselves out, leaving inflation near the Fed's goal.\" That jives with what Powell has said in recent weeks.</p><p><blockquote>好消息是，高盛表示，其核心观点仍然是供需失衡将“基本自行解决，使通胀接近美联储的目标”。这与鲍威尔最近几周的言论不谋而合。</blockquote></p><p> \"We do not think that aggregate demand is on an unsustainable trajectory or that inflation expectations have become unanchored, and the overshoot should therefore ultimately prove transitory,\" Goldman Sachs economists wrote in the report.</p><p><blockquote>高盛经济学家在报告中写道：“我们不认为总需求正处于不可持续的轨道上，也不认为通胀预期已变得不稳定，因此超调最终应被证明是暂时的。”</blockquote></p><p> In other words, the Fed likely won't need to slam the brakes on the economy to fight inflation through sharp interest rate hikes.</p><p><blockquote>换句话说，美联储可能不需要通过大幅加息来对经济踩刹车来对抗通胀。</blockquote></p><p> <b>Risks tilted towards more, not less, inflation</b></p><p><blockquote><b>风险倾向于增加而不是减少通货膨胀</b></blockquote></p><p> Still, Goldman Sachs expects core PCE inflation to rise from the current 30-year high of 3.6% to 4.4% by the end of 2021. The Fed's preferred inflation metric is expected to eventually cool off to 2.3% at the end of 2022 and 2.1% at the end of 2023.</p><p><blockquote>尽管如此，高盛预计到 2021 年底，核心 PCE 通胀率将从目前的 30 年高点 3.6% 升至 4.4%。美联储首选通胀指标预计最终将在 2022 年底降至 2.3%，在 2023 年底降至 2.1%。</blockquote></p><p> Likewise, core consumer prices are expected to remain in the mid-5% range for \"much of the winter,\" before easing to 4% next summer and 3.2% at the end of 2022, Goldman Sachs said.</p><p><blockquote>高盛表示，同样，预计“冬季大部分时间”核心消费者价格将保持在 5% 左右的范围内，然后明年夏天放缓至 4%，2022 年底放缓至 3.2%。</blockquote></p><p> That's well above the Fed's 2% goal and may keep anxiety about the economy high.</p><p><blockquote>这远高于美联储 2% 的目标，可能会让人们对经济的焦虑情绪持续高涨。</blockquote></p><p> As Powell said during his press conference, there remains vast uncertainty over the inflation outlook. No one can say for certain when prices will get back to normal.</p><p><blockquote>正如鲍威尔在新闻发布会上所说，通胀前景仍然存在巨大不确定性。没有人能确定价格何时会恢复正常。</blockquote></p><p> \"The risks to our forecast are probably tilted to the upside,\" Goldman Sachs acknowledged.</p><p><blockquote>高盛承认：“我们预测的风险可能是上行的。”</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>Prices are skyrocketing. Goldman Sachs says prices will go even higher<blockquote>物价飞涨。高盛表示价格将更高</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\">\nPrices are skyrocketing. Goldman Sachs says prices will go even higher<blockquote>物价飞涨。高盛表示价格将更高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-11-09 13:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Sticker shock is causing anxiety for millions of Americans right now, with prices soaring for gasoline, groceries and used cars.</p><p><blockquote>纽约（CNN Business）贴纸冲击目前正在引起数百万美国人的焦虑，汽油、食品杂货和二手车价格飙升。</blockquote></p><p> Unfortunately, it's going to take longer than expected to work out the supply-demand imbalances at the heart of inflation, Goldman Sachs warned clients Sunday night.</p><p><blockquote>高盛周日晚间警告客户，不幸的是，解决通胀核心的供需失衡将需要比预期更长的时间。</blockquote></p><p> \"The inflation overshoot will likely get worse before it gets better,\" the bank's economists wrote in a research report.</p><p><blockquote>该银行的经济学家在一份研究报告中写道：“通胀超调可能会在好转之前变得更糟。”</blockquote></p><p> Like much of Wall Street and the Federal Reserve, Goldman Sachs had been anticipating high prices would swiftly come back to earth. Now, there is a realization that inflation will be sticking around longer as supply struggles to keep up with surging demand.</p><p><blockquote>与华尔街和美联储的许多人一样，高盛一直预计高价将迅速回归现实。现在，人们意识到，随着供应难以跟上激增的需求，通货膨胀将持续更长时间。</blockquote></p><p> Due to \"prolonged\" supply-demand imbalances, soaring wages and rising rent amid the housing boom, inflation metrics will remain \"quite high for much of next year,\" Goldman Sachs conceded.</p><p><blockquote>高盛承认，由于“长期”供需失衡、房地产繁荣期间工资飙升和租金上涨，通胀指标将“在明年大部分时间内保持相当高”。</blockquote></p><p> That's bad news for Americans struggling with the high cost of living, as well as businesses squeezed by shortages and rising prices. Low-income families and those living on a fixed budget are hurt the most by rising prices on necessities like gas, food and clothing.</p><p><blockquote>这对于正在与高生活成本作斗争的美国人以及因短缺和价格上涨而受到挤压的企业来说是个坏消息。低收入家庭和那些靠固定预算生活的人受到汽油、食品和衣服等必需品价格上涨的影响最大。</blockquote></p><p> The inflation forecast is also a setback for the White House because high prices and supply chain problems are souring Americans' views on the US economy — which had been expected to be a strongpoint for President Joe Biden this year.</p><p><blockquote>通胀预测对白宫来说也是一个挫折，因为高物价和供应链问题正在恶化美国人对美国经济的看法——美国经济原本有望成为乔·拜登总统今年的强项。</blockquote></p><p> Instead, nearly two-thirds of Americans described the economy as poor in a poll released last week. Nearly half expect the economy to get worse in the next year.</p><p><blockquote>相反，在上周公布的一项民意调查中，近三分之二的美国人认为经济状况不佳。近一半的人预计明年经济会变得更糟。</blockquote></p><p> <b>30-year high for inflation</b></p><p><blockquote><b>通胀创30年来新高</b></blockquote></p><p> Annual inflation climbed at the fastest pace in more than 30 years during September, according to the Commerce Department. That's based on the 4.4% increase in the personal consumption expenditures price index. Excluding food and energy, core PCE, the Fed's preferred inflation metric, rose 3.6% in August and September, the fastest pace since May 1991.</p><p><blockquote>根据商务部的数据，9 月份年度通胀率以 30 多年来最快的速度攀升。这是基于个人消费支出价格指数上涨 4.4%。剔除食品和能源，美联储首选的通胀指标核心个人消费支出 (PCE) 在 8 月和 9 月上涨了 3.6%，为 1991 年 5 月以来的最快增速。</blockquote></p><p> The Fed has now changed its tune on inflation, acknowledging that high prices won't go away anytime soon.</p><p><blockquote>美联储现在已经改变了对通胀的态度，承认高物价不会很快消失。</blockquote></p><p> \"We see shortages and bottlenecks persisting into next year, well into next year,\" Fed Chairman Jerome Powell told reporters during a press conference last week. \"We see higher inflation persisting.\"</p><p><blockquote>美联储主席杰罗姆·鲍威尔在上周的新闻发布会上对记者表示：“我们预计短缺和瓶颈将持续到明年，甚至明年。”“我们看到高通胀持续存在。”</blockquote></p><p> Everyday Americans seem to agree.</p><p><blockquote>普通美国人似乎都同意这一点。</blockquote></p><p> Consumers are now expecting prices to rise by 5.7% over the next year, according to a survey released Monday by the NY Federal Reserve. That marks the highest level since the survey began in June 2013 and the 12th consecutive monthly increase.</p><p><blockquote>根据纽约美联储周一发布的一项调查，消费者目前预计明年价格将上涨 5.7%。这是自 2013 年 6 月开始调查以来的最高水平，也是连续第 12 个月增长。</blockquote></p><p> The Fed watches these surveys closely because expectations of high inflation can change consumer and business behavior, creating a self-fulfilling prophesy.</p><p><blockquote>美联储密切关注这些调查，因为高通胀的预期可能会改变消费者和企业的行为，从而创造一个自我实现的预言。</blockquote></p><p> The good news is that Goldman Sachs says its core view remains that supply-demand imbalances will \"largely work themselves out, leaving inflation near the Fed's goal.\" That jives with what Powell has said in recent weeks.</p><p><blockquote>好消息是，高盛表示，其核心观点仍然是供需失衡将“基本自行解决，使通胀接近美联储的目标”。这与鲍威尔最近几周的言论不谋而合。</blockquote></p><p> \"We do not think that aggregate demand is on an unsustainable trajectory or that inflation expectations have become unanchored, and the overshoot should therefore ultimately prove transitory,\" Goldman Sachs economists wrote in the report.</p><p><blockquote>高盛经济学家在报告中写道：“我们不认为总需求正处于不可持续的轨道上，也不认为通胀预期已变得不稳定，因此超调最终应被证明是暂时的。”</blockquote></p><p> In other words, the Fed likely won't need to slam the brakes on the economy to fight inflation through sharp interest rate hikes.</p><p><blockquote>换句话说，美联储可能不需要通过大幅加息来对经济踩刹车来对抗通胀。</blockquote></p><p> <b>Risks tilted towards more, not less, inflation</b></p><p><blockquote><b>风险倾向于增加而不是减少通货膨胀</b></blockquote></p><p> Still, Goldman Sachs expects core PCE inflation to rise from the current 30-year high of 3.6% to 4.4% by the end of 2021. The Fed's preferred inflation metric is expected to eventually cool off to 2.3% at the end of 2022 and 2.1% at the end of 2023.</p><p><blockquote>尽管如此，高盛预计到 2021 年底，核心 PCE 通胀率将从目前的 30 年高点 3.6% 升至 4.4%。美联储首选通胀指标预计最终将在 2022 年底降至 2.3%，在 2023 年底降至 2.1%。</blockquote></p><p> Likewise, core consumer prices are expected to remain in the mid-5% range for \"much of the winter,\" before easing to 4% next summer and 3.2% at the end of 2022, Goldman Sachs said.</p><p><blockquote>高盛表示，同样，预计“冬季大部分时间”核心消费者价格将保持在 5% 左右的范围内，然后明年夏天放缓至 4%，2022 年底放缓至 3.2%。</blockquote></p><p> That's well above the Fed's 2% goal and may keep anxiety about the economy high.</p><p><blockquote>这远高于美联储 2% 的目标，可能会让人们对经济的焦虑情绪持续高涨。</blockquote></p><p> As Powell said during his press conference, there remains vast uncertainty over the inflation outlook. No one can say for certain when prices will get back to normal.</p><p><blockquote>正如鲍威尔在新闻发布会上所说，通胀前景仍然存在巨大不确定性。没有人能确定价格何时会恢复正常。</blockquote></p><p> \"The risks to our forecast are probably tilted to the upside,\" Goldman Sachs acknowledged.</p><p><blockquote>高盛承认：“我们预测的风险可能是上行的。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/11/08/economy/inflation-economy-goldman-sachs/index.html\">CNN</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://edition.cnn.com/2021/11/08/economy/inflation-economy-goldman-sachs/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151111395","content_text":"New York (CNN Business)Sticker shock is causing anxiety for millions of Americans right now, with prices soaring for gasoline, groceries and used cars.\nUnfortunately, it's going to take longer than expected to work out the supply-demand imbalances at the heart of inflation, Goldman Sachs warned clients Sunday night.\n\"The inflation overshoot will likely get worse before it gets better,\" the bank's economists wrote in a research report.\nLike much of Wall Street and the Federal Reserve, Goldman Sachs had been anticipating high prices would swiftly come back to earth. Now, there is a realization that inflation will be sticking around longer as supply struggles to keep up with surging demand.\nDue to \"prolonged\" supply-demand imbalances, soaring wages and rising rent amid the housing boom, inflation metrics will remain \"quite high for much of next year,\" Goldman Sachs conceded.\nThat's bad news for Americans struggling with the high cost of living, as well as businesses squeezed by shortages and rising prices. Low-income families and those living on a fixed budget are hurt the most by rising prices on necessities like gas, food and clothing.\nThe inflation forecast is also a setback for the White House because high prices and supply chain problems are souring Americans' views on the US economy — which had been expected to be a strongpoint for President Joe Biden this year.\nInstead, nearly two-thirds of Americans described the economy as poor in a poll released last week. Nearly half expect the economy to get worse in the next year.\n30-year high for inflation\nAnnual inflation climbed at the fastest pace in more than 30 years during September, according to the Commerce Department. That's based on the 4.4% increase in the personal consumption expenditures price index. Excluding food and energy, core PCE, the Fed's preferred inflation metric, rose 3.6% in August and September, the fastest pace since May 1991.\nThe Fed has now changed its tune on inflation, acknowledging that high prices won't go away anytime soon.\n\"We see shortages and bottlenecks persisting into next year, well into next year,\" Fed Chairman Jerome Powell told reporters during a press conference last week. \"We see higher inflation persisting.\"\nEveryday Americans seem to agree.\nConsumers are now expecting prices to rise by 5.7% over the next year, according to a survey released Monday by the NY Federal Reserve. That marks the highest level since the survey began in June 2013 and the 12th consecutive monthly increase.\nThe Fed watches these surveys closely because expectations of high inflation can change consumer and business behavior, creating a self-fulfilling prophesy.\nThe good news is that Goldman Sachs says its core view remains that supply-demand imbalances will \"largely work themselves out, leaving inflation near the Fed's goal.\" That jives with what Powell has said in recent weeks.\n\"We do not think that aggregate demand is on an unsustainable trajectory or that inflation expectations have become unanchored, and the overshoot should therefore ultimately prove transitory,\" Goldman Sachs economists wrote in the report.\nIn other words, the Fed likely won't need to slam the brakes on the economy to fight inflation through sharp interest rate hikes.\nRisks tilted towards more, not less, inflation\nStill, Goldman Sachs expects core PCE inflation to rise from the current 30-year high of 3.6% to 4.4% by the end of 2021. The Fed's preferred inflation metric is expected to eventually cool off to 2.3% at the end of 2022 and 2.1% at the end of 2023.\nLikewise, core consumer prices are expected to remain in the mid-5% range for \"much of the winter,\" before easing to 4% next summer and 3.2% at the end of 2022, Goldman Sachs said.\nThat's well above the Fed's 2% goal and may keep anxiety about the economy high.\nAs Powell said during his press conference, there remains vast uncertainty over the inflation outlook. No one can say for certain when prices will get back to normal.\n\"The risks to our forecast are probably tilted to the upside,\" Goldman Sachs acknowledged.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844539117,"gmtCreate":1636437821720,"gmtModify":1636437821985,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20211112 70.0 PUT(APPS)$</a>Bnn","listText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20211112 70.0 PUT(APPS)$</a>Bnn","text":"$APPS 20211112 70.0 PUT(APPS)$Bnn","images":[{"img":"https://static.tigerbbs.com/c92473997493c61d81c05500bdd0d5a0","width":"1125","height":"2842"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844539117","isVote":1,"tweetType":1,"viewCount":3266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844539324,"gmtCreate":1636437813426,"gmtModify":1636438465552,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20211112 70.0 PUT(APPS)$</a>Sbns","listText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20211112 70.0 PUT(APPS)$</a>Sbns","text":"$APPS 20211112 70.0 PUT(APPS)$Sbns","images":[{"img":"https://static.tigerbbs.com/211ee6df6be78aaf450ae2c12b25def1","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844539324","isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842248254,"gmtCreate":1636188669327,"gmtModify":1636188669536,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a>Bb","listText":"<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a>Bb","text":"$Doximity, Inc.(DOCS)$Bb","images":[{"img":"https://static.tigerbbs.com/341400e1e7387334b94b57c2176687e4","width":"1125","height":"3800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842248254","isVote":1,"tweetType":1,"viewCount":3460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842248833,"gmtCreate":1636188648054,"gmtModify":1636188648283,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20211112 70.0 PUT(APPS)$</a>Bb","listText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20211112 70.0 PUT(APPS)$</a>Bb","text":"$APPS 20211112 70.0 PUT(APPS)$Bb","images":[{"img":"https://static.tigerbbs.com/05e91ab74c0fdcf71785553a8b0f9f69","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842248833","isVote":1,"tweetType":1,"viewCount":3789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848506702,"gmtCreate":1636008864919,"gmtModify":1636008865188,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>B","listText":"<a href=\"https://laohu8.com/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>B","text":"$Johnson & Johnson(JNJ)$B","images":[{"img":"https://static.tigerbbs.com/0334540f38df04687dd2d28f8209d104","width":"1125","height":"3887"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848506702","isVote":1,"tweetType":1,"viewCount":4448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848250971,"gmtCreate":1636004531636,"gmtModify":1636004531855,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20211112 70.0 PUT(APPS)$</a>B","listText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20211112 70.0 PUT(APPS)$</a>B","text":"$APPS 20211112 70.0 PUT(APPS)$B","images":[{"img":"https://static.tigerbbs.com/a1a9c064b5c0cbae350593cfe45b304a","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848250971","isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":849954882,"gmtCreate":1635726269802,"gmtModify":1635726269885,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"Likeeeeee thx&nbsp;","listText":"Likeeeeee thx&nbsp;","text":"Likeeeeee thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849954882","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohunote.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</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\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLX":"高乐氏","EL":"雅诗兰黛","BLMN":"Bloomin' Brands","COP":"康菲石油","UBER":"优步","PFE":"辉瑞",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","RL":"拉夫劳伦","CRSR":"Corsair Gaming, Inc.",".DJI":"道琼斯","APO":"阿波罗全球管理"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627857540,"share":"https://www.laohunote.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩游行本周继续。除了数百家小盘股公司外，还有不少于 143 家标普500公司正在提交报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software 和 Simon Property Group 将于周一启动。随后，Lyft、阿里巴巴-SW集团控股公司、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、优步科技、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银均有报道。Beyond Meat、Yelp、Wayfair、Moderna 和 ViacomCBS 将于周四关闭，DraftKings、Canopy Growth 和 Tripadvisor 将于周五关闭本周。中国教育公司新东方教育科技集团公司和好未来教育集团取消了原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预计，继 6 月份的 85 万人之后，7 月份非农就业人数将增加 62.5 万人。失业率略低于6%。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会（Institute for Supply Management）7 月份制造业采购经理人指数，随后是周三公布的服务业同等指数。这两项经济活动指标预计都将达到 61 左右，这将意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一 8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett &amp; Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、Heineken、Trex、Ferrari、Ultra Clean Holdings 和 Simon Property Group 预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股 104 美元，周五收盘价为 12.95 美元。该公司于周五晚上完成了 1 比 8 的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布 7 月份制造业采购经理人指数。普遍估计读数为 60.8，高于 6 月份的 60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份的建筑支出。继 5 月份下降 0.3% 后，预计环比增长 0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二 8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>伊顿、英国石油公司、安德玛、Lyft、高乐氏、安进、Akamai Technologies、康明斯、礼来公司、阿里巴巴-SW集团控股公司、Nikola、EnPro Industries、华纳音乐集团、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、邓白氏控股公司、康菲石油公司和 Jacobs Engineering Group 在评级举办会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告六月份的工厂订单。经济学家预测，本月订单增长1.0%，而5月份增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三 8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>索尼集团、CVS Health、卡夫亨氏、软银、通用汽车、Progressive、Etsy、艺电、西部数据、Uber Technologies、Roku、米高梅国际酒店集团、福克斯和 Re/Max Holdings 预计将主办财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告 7 月份轻型汽车销量。预计看涨期权经季节性调整后的年增长率为 1530 万辆，而 6 月份为 1540 万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业采购经理人指数。一致估计读数为 60.8，而 6 月份的读数为 60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>其7月份的全国就业报告。普遍估计，继 6 月份增加 692,000 人之后，非农私营部门就业人数将增加 635,000 人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四 8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman &amp; Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五 8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>BLS 发布就业报告</b>七月。经济学家预测，继6月份增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、Tripadvisor、Spectrum Brands Holdings、E.W。Scripps、Cinemark Holdings 和 Manitowoc 主办评级会议讨论财务业绩。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩游行本周继续。除了数百家小盘股公司外，还有不少于 143 家标普500公司正在提交报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software 和 Simon Property Group 将于周一启动。随后，Lyft、阿里巴巴-SW集团控股公司、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、优步科技、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银均有报道。Beyond Meat、Yelp、Wayfair、Moderna 和 ViacomCBS 将于周四关闭，DraftKings、Canopy Growth 和 Tripadvisor 将于周五关闭本周。中国教育公司新东方教育科技集团公司和好未来教育集团取消了原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预计，继 6 月份的 85 万人之后，7 月份非农就业人数将增加 62.5 万人。失业率略低于6%。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会（Institute for Supply Management）7 月份制造业采购经理人指数，随后是周三公布的服务业同等指数。这两项经济活动指标预计都将达到 61 左右，这将意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一 8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett &amp; Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、Heineken、Trex、Ferrari、Ultra Clean Holdings 和 Simon Property Group 预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股 104 美元，周五收盘价为 12.95 美元。该公司于周五晚上完成了 1 比 8 的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布 7 月份制造业采购经理人指数。普遍估计读数为 60.8，高于 6 月份的 60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份的建筑支出。继 5 月份下降 0.3% 后，预计环比增长 0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二 8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>伊顿、英国石油公司、安德玛、Lyft、高乐氏、安进、Akamai Technologies、康明斯、礼来公司、阿里巴巴-SW集团控股公司、Nikola、EnPro Industries、华纳音乐集团、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、邓白氏控股公司、康菲石油公司和 Jacobs Engineering Group 在评级举办会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告六月份的工厂订单。经济学家预测，本月订单增长1.0%，而5月份增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三 8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>索尼集团、CVS Health、卡夫亨氏、软银、通用汽车、Progressive、Etsy、艺电、西部数据、Uber Technologies、Roku、米高梅国际酒店集团、福克斯和 Re/Max Holdings 预计将主办财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告 7 月份轻型汽车销量。预计看涨期权经季节性调整后的年增长率为 1530 万辆，而 6 月份为 1540 万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业采购经理人指数。一致估计读数为 60.8，而 6 月份的读数为 60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>其7月份的全国就业报告。普遍估计，继 6 月份增加 692,000 人之后，非农私营部门就业人数将增加 635,000 人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四 8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman &amp; Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五 8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>BLS 发布就业报告</b>七月。经济学家预测，继6月份增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、Tripadvisor、Spectrum Brands Holdings、E.W。Scripps、Cinemark Holdings 和 Manitowoc 主办评级会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","GE":"GE航空航天","UBER":"优步",".SPX":"S&P 500 Index","BABA":"阿里巴巴",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","GM":"通用汽车","ROKU":"Roku Inc","EA":"艺电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"ROKU":0.9,"BABA":0.9,"DKNG":0.9,"GE":0.9,"EA":0.9,"VIAC":0.9,"UBER":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835390896,"gmtCreate":1629686345115,"gmtModify":1631893462084,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"likeeeeeeee thx","listText":"likeeeeeeee thx","text":"likeeeeeeee thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/835390896","repostId":"2161208742","repostType":4,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172008610,"gmtCreate":1626918828830,"gmtModify":1633769744099,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/172008610","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":822192794,"gmtCreate":1634098724963,"gmtModify":1634098725182,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"Likeeee thx","listText":"Likeeee thx","text":"Likeeee thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/822192794","repostId":"2175132100","repostType":4,"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832336010,"gmtCreate":1629589340830,"gmtModify":1633683975157,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"Likkkkkkkee","listText":"Likkkkkkkee","text":"Likkkkkkkee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832336010","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohunote.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","SNPS":"新思科技","ASML":"阿斯麦","ON":"安森美半导体","CDNS":"铿腾电子","NVDA":"英伟达","GOOGL":"谷歌A","SSNLF":"三星电子","SOXX":"iShares费城交易所半导体ETF","GOOG":"谷歌","AMZN":"亚马逊","TSM":"台积电","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"ON":0.9,"ASML":0.9,"TSM":0.9,"SSNLF":0.9,"NVDA":0.9,"QCOM":0.9,"AAPL":0.9,"CDNS":0.9,"GOOGL":0.9,"SNPS":0.9,"GOOG":0.9,"SOXX":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830258450,"gmtCreate":1629077345370,"gmtModify":1633687595603,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"Likeeeeee","listText":"Likeeeeee","text":"Likeeeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/830258450","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","kind":"news","pubTimestamp":1629067868,"share":"https://www.laohunote.com/m/news/1129589874?lang=zh_CN&edition=full","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday.&nbsp;Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局，零售商们已经准备好挺身而出。沃尔玛（Walmart）和家得宝（Home Depot）将于周二发布报告，劳氏（Lowe's）、塔吉特（Target）和 TJX 将于周三发布报告。Kohl's、Macy's、BJ's Wholesale 和 L Brands 是周四的零售亮点，Foot Locker 将于周五收盘。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a&nbsp;0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局公布的 7 月份零售销售数据也将于本周二公布。经济学家平均预测，继 6 月份上涨 0.6% 之后，上个月经季节性调整后将增长 0.2%。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and&nbsp;Krispy Kreme&nbsp;on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and&nbsp;Lumentum Holdings&nbsp;all report.Applied Materials&nbsp;goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的 Pandora 和 Krispy Kreme，随后是繁忙的周三：Nvidia、腾讯控股、思科系统、Analog Devices 和 Lumentum Holdings 均发布报告。应用材料公司将于周四发布业绩，Deere将于周五收盘。</blockquote></p><p> Economic data out this week include several housing-market metrics:&nbsp;The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项住房市场指标： 周二公布的全国住宅建筑商协会 NAHB/富国银行 8 月份住房市场指数，以及周三公布的人口普查局 7 月份新的住宅建设报告。</blockquote></p><p> Also on Wednesday, the&nbsp;Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the&nbsp;Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三，美联储货币政策委员会将公布 7 月下旬最后一次会议纪要。然后，世界大型企业联合会将于周四发布 7 月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>8/16星期一</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and&nbsp;Clear Secure&nbsp;are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、东京电子和Clear Secure等公司在评级举行了财报会议。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布了 8 月份帝国州制造业调查。一致估计读数为26.5。相比之下，7 月份总体商业状况指数上涨了 26 点，创下了 43.0 的历史新高。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二 8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora 和 Krispy Kreme 等公司在评级举办了财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry &amp; Associates,and&nbsp;La-Z-Boy&nbsp;report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry &amp; Associates 和 La-Z-Boy 将在收盘后公布财务业绩，并将于次日上午（8 月 18 日）举行财报评级。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月份工业部门产能利用率。共识评级为 75.7%，与 6 月份的 75.4% 相比变化不大。工业生产预计将比 6 月份经季节性调整后的 0.4% 增长 0.5%。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>住宅建筑商协会发布了8月份的NAHB/富国银行住房市场指数。经济学家预测读数为80，与7月份持平。该指数低于 11 月份创下的 90 点的历史高点。</blockquote></p><p> <b>Federal Reserve Board</b>&nbsp;Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b>&nbsp;retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月份零售销售数据。继 6 月份上涨 0.6% 之后，经季节性调整后，预计环比下降 0.3%。不包括汽车，支出预计增长 0.2%，而上月增长 1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三 8/18</b></blockquote></p><p> <b>The Federal Open Market</b>&nbsp;Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布了7月下旬货币政策会议纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统公司、劳氏、塔吉特、TJX、腾讯控股控股公司、Brinker International、Analog Devices、Synopsys、Lumentum Holdings 和 Nvidia 在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局</b>7 月份的新住宅开工报告预计将显示，经季节性调整后的新屋开工年率为 161.0 万套，低于 6 月份的 164.3 万套。3 月份新屋开工量达到疫情后的峰值 173 万套。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四 8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ批发商<b>品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、科尔百货、梅西百货、Performance Food Group、Petco Health and Wellness 和 Farfetch 主办评级盈利会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>会议委员会</b>发布7月份领先经济指数。继 6 月份上涨 0.7% 后，LEI 预计环比上涨 0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>8/20星期五</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker主持会议评级讨论财务业绩。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-16 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday.&nbsp;Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局，零售商们已经准备好挺身而出。沃尔玛（Walmart）和家得宝（Home Depot）将于周二发布报告，劳氏（Lowe's）、塔吉特（Target）和 TJX 将于周三发布报告。Kohl's、Macy's、BJ's Wholesale 和 L Brands 是周四的零售亮点，Foot Locker 将于周五收盘。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a&nbsp;0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局公布的 7 月份零售销售数据也将于本周二公布。经济学家平均预测，继 6 月份上涨 0.6% 之后，上个月经季节性调整后将增长 0.2%。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and&nbsp;Krispy Kreme&nbsp;on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and&nbsp;Lumentum Holdings&nbsp;all report.Applied Materials&nbsp;goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的 Pandora 和 Krispy Kreme，随后是繁忙的周三：Nvidia、腾讯控股、思科系统、Analog Devices 和 Lumentum Holdings 均发布报告。应用材料公司将于周四发布业绩，Deere将于周五收盘。</blockquote></p><p> Economic data out this week include several housing-market metrics:&nbsp;The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项住房市场指标： 周二公布的全国住宅建筑商协会 NAHB/富国银行 8 月份住房市场指数，以及周三公布的人口普查局 7 月份新的住宅建设报告。</blockquote></p><p> Also on Wednesday, the&nbsp;Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the&nbsp;Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三，美联储货币政策委员会将公布 7 月下旬最后一次会议纪要。然后，世界大型企业联合会将于周四发布 7 月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>8/16星期一</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and&nbsp;Clear Secure&nbsp;are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、东京电子和Clear Secure等公司在评级举行了财报会议。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布了 8 月份帝国州制造业调查。一致估计读数为26.5。相比之下，7 月份总体商业状况指数上涨了 26 点，创下了 43.0 的历史新高。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二 8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora 和 Krispy Kreme 等公司在评级举办了财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry &amp; Associates,and&nbsp;La-Z-Boy&nbsp;report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry &amp; Associates 和 La-Z-Boy 将在收盘后公布财务业绩，并将于次日上午（8 月 18 日）举行财报评级。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月份工业部门产能利用率。共识评级为 75.7%，与 6 月份的 75.4% 相比变化不大。工业生产预计将比 6 月份经季节性调整后的 0.4% 增长 0.5%。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>住宅建筑商协会发布了8月份的NAHB/富国银行住房市场指数。经济学家预测读数为80，与7月份持平。该指数低于 11 月份创下的 90 点的历史高点。</blockquote></p><p> <b>Federal Reserve Board</b>&nbsp;Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b>&nbsp;retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月份零售销售数据。继 6 月份上涨 0.6% 之后，经季节性调整后，预计环比下降 0.3%。不包括汽车，支出预计增长 0.2%，而上月增长 1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三 8/18</b></blockquote></p><p> <b>The Federal Open Market</b>&nbsp;Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布了7月下旬货币政策会议纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统公司、劳氏、塔吉特、TJX、腾讯控股控股公司、Brinker International、Analog Devices、Synopsys、Lumentum Holdings 和 Nvidia 在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局</b>7 月份的新住宅开工报告预计将显示，经季节性调整后的新屋开工年率为 161.0 万套，低于 6 月份的 164.3 万套。3 月份新屋开工量达到疫情后的峰值 173 万套。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四 8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ批发商<b>品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、科尔百货、梅西百货、Performance Food Group、Petco Health and Wellness 和 Farfetch 主办评级盈利会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>会议委员会</b>发布7月份领先经济指数。继 6 月份上涨 0.7% 后，LEI 预计环比上涨 0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>8/20星期五</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker主持会议评级讨论财务业绩。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","WMT":"沃尔玛","TME":"腾讯音乐","NVDA":"英伟达",".IXIC":"NASDAQ Composite","TGT":"塔吉特"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{".DJI":0.9,"NVDA":0.9,"TGT":0.9,".SPX":0.9,".IXIC":0.9,"WMT":0.9,"TME":0.9}},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893023853,"gmtCreate":1628222504472,"gmtModify":1633752447521,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"Likeeeee thx","listText":"Likeeeee thx","text":"Likeeeee thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893023853","repostId":"1193751771","repostType":4,"repost":{"id":"1193751771","kind":"news","pubTimestamp":1628222237,"share":"https://www.laohunote.com/m/news/1193751771?lang=zh_CN&edition=full","pubTime":"2021-08-06 11:57","market":"us","language":"en","title":"Why automakers like Biden more than Obama<blockquote>为什么汽车制造商更喜欢拜登而不是奥巴马</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193751771","media":"yahoo finance","summary":"When President Obama ratcheted up fuel economy standards in 2012, some carmakers quietly dug in thei","content":"<p>When President Obama&nbsp;ratcheted up fuel economy standards in 2012, some carmakers quietly dug in their tires. The new rules nearly doubled fuel-efficiency requirements by 2025, forcing the rapid adoption of expensive new technology. A midway review in 2018 was supposed to provide an off-ramp if the technology wasn’t maturing quickly enough. But when Donald Trump won the presidency in 2016, Obama moved up the deadline and&nbsp;locked in the new rules, with no industry input.</p><p><blockquote>当奥巴马总统在2012年提高燃油经济性标准时，一些汽车制造商悄悄地挖掘他们的轮胎。到2025年，新规则将燃油效率要求提高了近一倍，迫使昂贵的新技术迅速采用。如果该技术成熟得不够快，2018 年的中期审查本应提供一个出口。但当唐纳德·特朗普在2016年赢得总统大选时，奥巴马提前了最后期限，并锁定了新规则，没有行业的意见。</blockquote></p><p> The shunned auto industry asked Trump for relief, and got it. Two months into his presidency,&nbsp;Trump reopened the midway review, and in 2020 Trump&nbsp;sharply reduced the 2025 target. Trump also tried to stop California and two dozen other states from setting their own mileage standards higher than federal levels. That split the industry, assome carmakers sided with Trump and others with California.</p><p><blockquote>被回避的汽车行业向特朗普请求救济，并得到了救济。就任总统两个月后，特朗普重启了中途审查，2020年特朗普大幅降低了2025年的目标。特朗普还试图阻止加利福尼亚州和其他二十几个州将自己的里程标准设定得高于联邦水平。这导致了行业的分裂，一些汽车制造商站在特朗普一边，另一些则站在加州一边。</blockquote></p><p> President Biden is now undoing Trump’s undoing, and once again pushing for sharp increases in fuel economy. But he’s doing it with much more cooperation from automakers, and an advantage Obama didn’t have: Electric vehicles are much further along than they were nine years ago, with every major automaker rushing EVs to market. That now makes it much easier for automakers to slash emissions across their fleets, while, ironically, allowing the government to soften efficiency targets for vehicles that still run on gasoline.</p><p><blockquote>拜登总统现在正在取消特朗普的取消政策，并再次推动大幅提高燃油经济性。但他这样做是在汽车制造商更多的合作下进行的，而奥巴马则没有这样的优势： 电动汽车比九年前走得更远，各大汽车制造商都在争相将电动汽车推向市场。这使得汽车制造商现在更容易削减其车队的排放，同时具有讽刺意味的是，这使得政府能够放宽仍使用汽油的车辆的效率目标。</blockquote></p><p> <h3><b>Automakers are on board</b></h3> A new Biden executive order sets a target for up to&nbsp;50% of all new vehicles sold by 2030 being electrified, which means they will either be full plug-ins, hybrids with both a gas engine and an electric motor, or hydrogen-powered cars. Notice that it’s a “target,” not a requirement. Biden’s target is largely in line with goals automakers have already announced, such as <a href=\"https://laohu8.com/S/GM\">General Motors</a>' aim to fully phase out gas- and diesel-powered cars by 2035. The penalty for failing to meet the target? Nada.</p><p><blockquote><h3><b>汽车制造商也参与其中</b></h3>拜登的一项新行政命令设定了到 2030 年销售的所有新车中高达 50% 为电动汽车的目标，这意味着它们要么是全插电式、同时配备燃气发动机和电动机的混合动力汽车，要么是氢动力汽车。请注意，这是一个 “目标 ”，而不是要求。拜登的目标与汽车制造商已经宣布的目标基本一致，例如<a href=\"https://laohu8.com/S/GM\">通用汽车</a>目标是到 2035 年完全淘汰汽油和柴油动力汽车。未能达到目标的处罚？没什么。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1af6cf6099a51f8b7b2be1a35f29a84\" tg-width=\"705\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><i>A sign that reads \"EV Charging Only\" at a ChargePoint vehicle (EV) charging station at the Homewood Suites by Hilton hotel in Spring Township, PA Wednesday morning July 21, 2021. (Photo by Ben Hasty/MediaNews Group/Reading Eagle via Getty Images)</i></p><p><blockquote><i>2021年7月21日星期三上午，宾夕法尼亚州斯普林镇希尔顿酒店惠庭套房酒店的ChargePoint车辆（EV）充电站上写着“仅限电动汽车充电”的标志。（图片来源：Ben Hasty/MediaNews Group/Reading Eagle，Getty Images）</i></blockquote></p><p> Biden will also start the process of raising fuel-economy standards for gas-powered cars above the Trump levels. The Obama rules required fuel-economy improvements of about 5% per year. Trump&nbsp;lowered that to 1.5%. Biden will reportedly propose new rules that&nbsp;would require a 3.7% annual improvement.</p><p><blockquote>拜登还将开始将汽油动力汽车的燃油经济性标准提高到特朗普水平以上。奥巴马的规定要求燃油经济性每年提高约5%。特朗普将这一比例下调至1.5%。据报道，拜登将提出新规则，要求每年提高 3.7%。</blockquote></p><p> It will take time to formulate the federal regulation governing increases in fuel economy, but the auto industry seems less likely to try watering that down behind the scenes than it has during previous battles over fuel-economy increases. Seven automakers—<a href=\"https://laohu8.com/S/BMWYY\">Bayerische Motoren Werke AG</a>, <a href=\"https://laohu8.com/S/HMC\">Honda</a>, <a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a>, <a href=\"https://laohu8.com/S/VLVLY\">Volvo AB</a>,&nbsp;<a href=\"https://laohu8.com/S/GM\">General Motors</a>, <a href=\"https://laohu8.com/S/F\">Ford</a> and Jeep-Chrysler parent <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a>—provided supporting statements the White House distributed when it announced Biden’s new EV target. “We look forward to working with the Biden Administration … to enact policies that will enable these ambitious objectives,” GM, Ford and Stellantis said in unison. It’s not often automakers join hands to praise new federal regulations.</p><p><blockquote>制定管理燃油经济性提高的联邦法规需要时间，但与之前围绕燃油经济性提高的斗争相比，汽车行业似乎不太可能试图在幕后淡化这一点。七家汽车制造商——<a href=\"https://laohu8.com/S/BMWYY\">巴伐利亚发动机厂股份公司</a>,<a href=\"https://laohu8.com/S/HMC\">本田</a>,<a href=\"https://laohu8.com/S/VLKAF\">大众汽车公司</a>,<a href=\"https://laohu8.com/S/VLVLY\">沃尔沃AB</a>, <a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/F\">福特</a>和吉普-克莱斯勒母公司<a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>-提供白宫在宣布拜登新的电动汽车目标时分发的支持性声明。“通用汽车、福特和 Stellantis 异口同声地说：”我们期待与拜登政府合作.制定政策，以实现这些雄心勃勃的目标。汽车制造商并不经常联手称赞联邦新法规。</blockquote></p><p> There’s a huge sweetener for automakers: Billions of dollars in federal spending to support EV development. The bipartisan infrastructure bill working through Congress includes $7.5 billion to help build EV charging stations. Biden wants more than $150 billion in additional spending on clean-car tax credits, subsidies for battery plants, school-bus electrification and other initiatives. Congress probably won’t provide all that spending, but even a portion of it would be a windfall supporting EV development that would be much risker without a huge government assist.</p><p><blockquote>对汽车制造商来说，还有一个巨大的甜头：数十亿美元的联邦支出支持电动汽车的发展。国会通过的两党基础设施法案包括 75 亿美元用于帮助建设电动汽车充电站。拜登希望在清洁汽车税收抵免、电池厂补贴、校车电气化和其他举措上追加超过 1500 亿美元的支出。国会可能不会提供所有这些支出，但即使其中一部分也会是支持电动汽车发展的意外之财，如果没有政府的巨额援助，电动汽车的发展风险会很大。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb3cdc7ae94763d9e64dee84b0bcdfeb\" tg-width=\"705\" tg-height=\"470\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><i>The <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> Supercharger Station in Kettleman City, California is an EV charging station for electric cars in the San Joaquin Valley, California. Photograph taken on July 12, 2021. (Carolyn Cole / Los Angeles Times via Getty Images)</i></p><p><blockquote><i>这个<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>加利福尼亚州凯特尔曼市的超级充电站是加利福尼亚州圣华金谷的一个电动汽车充电站。照片拍摄于2021年7月12日。（卡罗琳·科尔/洛杉矶时报，盖蒂图片社）</i></blockquote></p><p></p><p> One sign of the coziness developing between the Biden administration and the auto industry is criticism from environmental groups hoping Biden would go further. While applauding Biden’s pending reversal of the Trump rules, some groups say he’s moving too slowly. “Setting an aspirational target of 40%-50% electric vehicle sales by 2030 is simply not enough,” the advocacy group Evergreen Action said in a statement. “The Biden administration should … drive toward 100% EV sales by 2030.” The gas-powered car is an endangered species, it's just a matter of when the extinction occurs.</p><p><blockquote>拜登政府和汽车行业之间关系缓和的一个迹象是环保组织的批评，他们希望拜登能走得更远。在为拜登即将推翻特朗普规则喝彩的同时，一些团体认为他的行动太慢了。“倡导组织 Evergreen Action 在一份声明中说：”设定到 2030 年电动汽车销量达到 40%-50% 的宏伟目标是远远不够的。“拜登政府应.推动到2030年实现100%的电动汽车销量”。汽油动力汽车是一种濒临灭绝的物种，只是灭绝发生的时间问题。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why automakers like Biden more than Obama<blockquote>为什么汽车制造商更喜欢拜登而不是奥巴马</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 automakers like Biden more than Obama<blockquote>为什么汽车制造商更喜欢拜登而不是奥巴马</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo finance</strong><span class=\"h-time small\">2021-08-06 11:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>When President Obama&nbsp;ratcheted up fuel economy standards in 2012, some carmakers quietly dug in their tires. The new rules nearly doubled fuel-efficiency requirements by 2025, forcing the rapid adoption of expensive new technology. A midway review in 2018 was supposed to provide an off-ramp if the technology wasn’t maturing quickly enough. But when Donald Trump won the presidency in 2016, Obama moved up the deadline and&nbsp;locked in the new rules, with no industry input.</p><p><blockquote>当奥巴马总统在2012年提高燃油经济性标准时，一些汽车制造商悄悄地挖掘他们的轮胎。到2025年，新规则将燃油效率要求提高了近一倍，迫使昂贵的新技术迅速采用。如果该技术成熟得不够快，2018 年的中期审查本应提供一个出口。但当唐纳德·特朗普在2016年赢得总统大选时，奥巴马提前了最后期限，并锁定了新规则，没有行业的意见。</blockquote></p><p> The shunned auto industry asked Trump for relief, and got it. Two months into his presidency,&nbsp;Trump reopened the midway review, and in 2020 Trump&nbsp;sharply reduced the 2025 target. Trump also tried to stop California and two dozen other states from setting their own mileage standards higher than federal levels. That split the industry, assome carmakers sided with Trump and others with California.</p><p><blockquote>被回避的汽车行业向特朗普请求救济，并得到了救济。就任总统两个月后，特朗普重启了中途审查，2020年特朗普大幅降低了2025年的目标。特朗普还试图阻止加利福尼亚州和其他二十几个州将自己的里程标准设定得高于联邦水平。这导致了行业的分裂，一些汽车制造商站在特朗普一边，另一些则站在加州一边。</blockquote></p><p> President Biden is now undoing Trump’s undoing, and once again pushing for sharp increases in fuel economy. But he’s doing it with much more cooperation from automakers, and an advantage Obama didn’t have: Electric vehicles are much further along than they were nine years ago, with every major automaker rushing EVs to market. That now makes it much easier for automakers to slash emissions across their fleets, while, ironically, allowing the government to soften efficiency targets for vehicles that still run on gasoline.</p><p><blockquote>拜登总统现在正在取消特朗普的取消政策，并再次推动大幅提高燃油经济性。但他这样做是在汽车制造商更多的合作下进行的，而奥巴马则没有这样的优势： 电动汽车比九年前走得更远，各大汽车制造商都在争相将电动汽车推向市场。这使得汽车制造商现在更容易削减其车队的排放，同时具有讽刺意味的是，这使得政府能够放宽仍使用汽油的车辆的效率目标。</blockquote></p><p> <h3><b>Automakers are on board</b></h3> A new Biden executive order sets a target for up to&nbsp;50% of all new vehicles sold by 2030 being electrified, which means they will either be full plug-ins, hybrids with both a gas engine and an electric motor, or hydrogen-powered cars. Notice that it’s a “target,” not a requirement. Biden’s target is largely in line with goals automakers have already announced, such as <a href=\"https://laohu8.com/S/GM\">General Motors</a>' aim to fully phase out gas- and diesel-powered cars by 2035. The penalty for failing to meet the target? Nada.</p><p><blockquote><h3><b>汽车制造商也参与其中</b></h3>拜登的一项新行政命令设定了到 2030 年销售的所有新车中高达 50% 为电动汽车的目标，这意味着它们要么是全插电式、同时配备燃气发动机和电动机的混合动力汽车，要么是氢动力汽车。请注意，这是一个 “目标 ”，而不是要求。拜登的目标与汽车制造商已经宣布的目标基本一致，例如<a href=\"https://laohu8.com/S/GM\">通用汽车</a>目标是到 2035 年完全淘汰汽油和柴油动力汽车。未能达到目标的处罚？没什么。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c1af6cf6099a51f8b7b2be1a35f29a84\" tg-width=\"705\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><i>A sign that reads \"EV Charging Only\" at a ChargePoint vehicle (EV) charging station at the Homewood Suites by Hilton hotel in Spring Township, PA Wednesday morning July 21, 2021. (Photo by Ben Hasty/MediaNews Group/Reading Eagle via Getty Images)</i></p><p><blockquote><i>2021年7月21日星期三上午，宾夕法尼亚州斯普林镇希尔顿酒店惠庭套房酒店的ChargePoint车辆（EV）充电站上写着“仅限电动汽车充电”的标志。（图片来源：Ben Hasty/MediaNews Group/Reading Eagle，Getty Images）</i></blockquote></p><p> Biden will also start the process of raising fuel-economy standards for gas-powered cars above the Trump levels. The Obama rules required fuel-economy improvements of about 5% per year. Trump&nbsp;lowered that to 1.5%. Biden will reportedly propose new rules that&nbsp;would require a 3.7% annual improvement.</p><p><blockquote>拜登还将开始将汽油动力汽车的燃油经济性标准提高到特朗普水平以上。奥巴马的规定要求燃油经济性每年提高约5%。特朗普将这一比例下调至1.5%。据报道，拜登将提出新规则，要求每年提高 3.7%。</blockquote></p><p> It will take time to formulate the federal regulation governing increases in fuel economy, but the auto industry seems less likely to try watering that down behind the scenes than it has during previous battles over fuel-economy increases. Seven automakers—<a href=\"https://laohu8.com/S/BMWYY\">Bayerische Motoren Werke AG</a>, <a href=\"https://laohu8.com/S/HMC\">Honda</a>, <a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a>, <a href=\"https://laohu8.com/S/VLVLY\">Volvo AB</a>,&nbsp;<a href=\"https://laohu8.com/S/GM\">General Motors</a>, <a href=\"https://laohu8.com/S/F\">Ford</a> and Jeep-Chrysler parent <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a>—provided supporting statements the White House distributed when it announced Biden’s new EV target. “We look forward to working with the Biden Administration … to enact policies that will enable these ambitious objectives,” GM, Ford and Stellantis said in unison. It’s not often automakers join hands to praise new federal regulations.</p><p><blockquote>制定管理燃油经济性提高的联邦法规需要时间，但与之前围绕燃油经济性提高的斗争相比，汽车行业似乎不太可能试图在幕后淡化这一点。七家汽车制造商——<a href=\"https://laohu8.com/S/BMWYY\">巴伐利亚发动机厂股份公司</a>,<a href=\"https://laohu8.com/S/HMC\">本田</a>,<a href=\"https://laohu8.com/S/VLKAF\">大众汽车公司</a>,<a href=\"https://laohu8.com/S/VLVLY\">沃尔沃AB</a>, <a href=\"https://laohu8.com/S/GM\">通用汽车</a>,<a href=\"https://laohu8.com/S/F\">福特</a>和吉普-克莱斯勒母公司<a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>-提供白宫在宣布拜登新的电动汽车目标时分发的支持性声明。“通用汽车、福特和 Stellantis 异口同声地说：”我们期待与拜登政府合作.制定政策，以实现这些雄心勃勃的目标。汽车制造商并不经常联手称赞联邦新法规。</blockquote></p><p> There’s a huge sweetener for automakers: Billions of dollars in federal spending to support EV development. The bipartisan infrastructure bill working through Congress includes $7.5 billion to help build EV charging stations. Biden wants more than $150 billion in additional spending on clean-car tax credits, subsidies for battery plants, school-bus electrification and other initiatives. Congress probably won’t provide all that spending, but even a portion of it would be a windfall supporting EV development that would be much risker without a huge government assist.</p><p><blockquote>对汽车制造商来说，还有一个巨大的甜头：数十亿美元的联邦支出支持电动汽车的发展。国会通过的两党基础设施法案包括 75 亿美元用于帮助建设电动汽车充电站。拜登希望在清洁汽车税收抵免、电池厂补贴、校车电气化和其他举措上追加超过 1500 亿美元的支出。国会可能不会提供所有这些支出，但即使其中一部分也会是支持电动汽车发展的意外之财，如果没有政府的巨额援助，电动汽车的发展风险会很大。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb3cdc7ae94763d9e64dee84b0bcdfeb\" tg-width=\"705\" tg-height=\"470\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><i>The <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> Supercharger Station in Kettleman City, California is an EV charging station for electric cars in the San Joaquin Valley, California. Photograph taken on July 12, 2021. (Carolyn Cole / Los Angeles Times via Getty Images)</i></p><p><blockquote><i>这个<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>加利福尼亚州凯特尔曼市的超级充电站是加利福尼亚州圣华金谷的一个电动汽车充电站。照片拍摄于2021年7月12日。（卡罗琳·科尔/洛杉矶时报，盖蒂图片社）</i></blockquote></p><p></p><p> One sign of the coziness developing between the Biden administration and the auto industry is criticism from environmental groups hoping Biden would go further. While applauding Biden’s pending reversal of the Trump rules, some groups say he’s moving too slowly. “Setting an aspirational target of 40%-50% electric vehicle sales by 2030 is simply not enough,” the advocacy group Evergreen Action said in a statement. “The Biden administration should … drive toward 100% EV sales by 2030.” The gas-powered car is an endangered species, it's just a matter of when the extinction occurs.</p><p><blockquote>拜登政府和汽车行业之间关系缓和的一个迹象是环保组织的批评，他们希望拜登能走得更远。在为拜登即将推翻特朗普规则喝彩的同时，一些团体认为他的行动太慢了。“倡导组织 Evergreen Action 在一份声明中说：”设定到 2030 年电动汽车销量达到 40%-50% 的宏伟目标是远远不够的。“拜登政府应.推动到2030年实现100%的电动汽车销量”。汽油动力汽车是一种濒临灭绝的物种，只是灭绝发生的时间问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/why-automakers-like-biden-more-than-obama-154815643.html\">yahoo finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/why-automakers-like-biden-more-than-obama-154815643.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193751771","content_text":"When President Obama ratcheted up fuel economy standards in 2012, some carmakers quietly dug in their tires. The new rules nearly doubled fuel-efficiency requirements by 2025, forcing the rapid adoption of expensive new technology. A midway review in 2018 was supposed to provide an off-ramp if the technology wasn’t maturing quickly enough. But when Donald Trump won the presidency in 2016, Obama moved up the deadline and locked in the new rules, with no industry input.\nThe shunned auto industry asked Trump for relief, and got it. Two months into his presidency, Trump reopened the midway review, and in 2020 Trump sharply reduced the 2025 target. Trump also tried to stop California and two dozen other states from setting their own mileage standards higher than federal levels. That split the industry, assome carmakers sided with Trump and others with California.\nPresident Biden is now undoing Trump’s undoing, and once again pushing for sharp increases in fuel economy. But he’s doing it with much more cooperation from automakers, and an advantage Obama didn’t have: Electric vehicles are much further along than they were nine years ago, with every major automaker rushing EVs to market. That now makes it much easier for automakers to slash emissions across their fleets, while, ironically, allowing the government to soften efficiency targets for vehicles that still run on gasoline.\nAutomakers are on board\nA new Biden executive order sets a target for up to 50% of all new vehicles sold by 2030 being electrified, which means they will either be full plug-ins, hybrids with both a gas engine and an electric motor, or hydrogen-powered cars. Notice that it’s a “target,” not a requirement. Biden’s target is largely in line with goals automakers have already announced, such as General Motors' aim to fully phase out gas- and diesel-powered cars by 2035. The penalty for failing to meet the target? Nada.\nA sign that reads \"EV Charging Only\" at a ChargePoint vehicle (EV) charging station at the Homewood Suites by Hilton hotel in Spring Township, PA Wednesday morning July 21, 2021. (Photo by Ben Hasty/MediaNews Group/Reading Eagle via Getty Images)\nBiden will also start the process of raising fuel-economy standards for gas-powered cars above the Trump levels. The Obama rules required fuel-economy improvements of about 5% per year. Trump lowered that to 1.5%. Biden will reportedly propose new rules that would require a 3.7% annual improvement.\nIt will take time to formulate the federal regulation governing increases in fuel economy, but the auto industry seems less likely to try watering that down behind the scenes than it has during previous battles over fuel-economy increases. Seven automakers—Bayerische Motoren Werke AG, Honda, Volkswagen AG, Volvo AB, General Motors, Ford and Jeep-Chrysler parent Stellantis NV—provided supporting statements the White House distributed when it announced Biden’s new EV target. “We look forward to working with the Biden Administration … to enact policies that will enable these ambitious objectives,” GM, Ford and Stellantis said in unison. It’s not often automakers join hands to praise new federal regulations.\nThere’s a huge sweetener for automakers: Billions of dollars in federal spending to support EV development. The bipartisan infrastructure bill working through Congress includes $7.5 billion to help build EV charging stations. Biden wants more than $150 billion in additional spending on clean-car tax credits, subsidies for battery plants, school-bus electrification and other initiatives. Congress probably won’t provide all that spending, but even a portion of it would be a windfall supporting EV development that would be much risker without a huge government assist.\nThe Tesla Motors Supercharger Station in Kettleman City, California is an EV charging station for electric cars in the San Joaquin Valley, California. Photograph taken on July 12, 2021. (Carolyn Cole / Los Angeles Times via Getty Images)\nOne sign of the coziness developing between the Biden administration and the auto industry is criticism from environmental groups hoping Biden would go further. While applauding Biden’s pending reversal of the Trump rules, some groups say he’s moving too slowly. “Setting an aspirational target of 40%-50% electric vehicle sales by 2030 is simply not enough,” the advocacy group Evergreen Action said in a statement. “The Biden administration should … drive toward 100% EV sales by 2030.” The gas-powered car is an endangered species, it's just a matter of when the extinction occurs.","news_type":1,"symbols_score_info":{"TSLA":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885642264,"gmtCreate":1631791457058,"gmtModify":1631891578584,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"Likeeeeeee thx","listText":"Likeeeeeee thx","text":"Likeeeeeee thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885642264","repostId":"2167517393","repostType":4,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177772440,"gmtCreate":1627264300180,"gmtModify":1633766751372,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"Like pls [Smile]&nbsp;","listText":"Like pls [Smile]&nbsp;","text":"Like pls [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/177772440","repostId":"2154893468","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143542766,"gmtCreate":1625804923055,"gmtModify":1633937133961,"author":{"id":"3574894755868229","authorId":"3574894755868229","name":"JaydenNg","avatar":"https://static.tigerbbs.com/26dc5bdc12b4163b2931f9a4fe2c6713","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574894755868229","idStr":"3574894755868229"},"themes":[],"title":"","htmlText":"For the win!","listText":"For the win!","text":"For the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/143542766","repostId":"1195657546","repostType":4,"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}