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trojan1337

trojan1337

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2021-12-29

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2021-12-28

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2021-12-27

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Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>

2021-12-26

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Why Twilio Stock Is Still Slumping<blockquote>为什么 Twilio 股价仍在下跌</blockquote>

2021-12-25

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2021-12-24

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2021-12-23

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2021-12-22

Jan 2021 was due to investors fomo, not due to shorts covering. The squeeze had not even began. 🤭🤭

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2021-12-22

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2021-12-21

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2021-12-20

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2021-12-19

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Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</blockquote>

2021-12-18

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Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>

2021-12-18

Apes strong! Dont blame motley fool for bashing, blame urself for believing them

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2021-12-17

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Why Shares of Affirm Are Falling<blockquote>Affirm 股价为何下跌</blockquote>

2021-12-16

Hiiii

2021-12-16

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In a Bad Year for Biotech Stocks, Deals and Vaccines Were Winners<blockquote>在生物技术股糟糕的一年里，交易和疫苗是赢家</blockquote>

2021-12-15

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2 Reasons Disney's Stock Will Prevail In 2022<blockquote>迪士尼股票将在 2022 年上涨的 2 个原因</blockquote>

2021-12-14

Spreading fud again. Amc ceo had announced his intention in june this year.

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2021-12-13

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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696039033","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohunote.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：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\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.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/santa-claus-rally-watch-what-to-know-this-week-142909627.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":{"SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源","BK4541":"氢能源","BK4096":"电气部件与设备"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":5100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698499541,"gmtCreate":1640485160145,"gmtModify":1640485207832,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698499541","repostId":"1100809123","repostType":4,"repost":{"id":"1100809123","kind":"news","pubTimestamp":1640484960,"share":"https://www.laohunote.com/m/news/1100809123?lang=zh_CN&edition=full","pubTime":"2021-12-26 10:16","market":"us","language":"en","title":"Why Twilio Stock Is Still Slumping<blockquote>为什么 Twilio 股价仍在下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100809123","media":"InvestorPlace","summary":"Twilio(NYSE:TWLO) is having a tough time pulling back from the tech wreck of 2021. The cloud communi","content":"<p><div> Twilio(NYSE:TWLO) is having a tough time pulling back from the tech wreck of 2021. The cloud communications platform as a service posted strong quarterly results. Active customer accounts grew. ...</p><p><blockquote><div>Twilio（纽约证券交易所股票代码：TWLO）正在努力从 2021 年的科技灾难中恢复过来。云通信平台即服务公布了强劲的季度业绩。活跃客户账户增长。...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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 Twilio Stock Is Still Slumping<blockquote>为什么 Twilio 股价仍在下跌</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 Twilio Stock Is Still Slumping<blockquote>为什么 Twilio 股价仍在下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 10:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Twilio(NYSE:TWLO) is having a tough time pulling back from the tech wreck of 2021. The cloud communications platform as a service posted strong quarterly results. Active customer accounts grew. ...</p><p><blockquote><div>Twilio（纽约证券交易所股票代码：TWLO）正在努力从 2021 年的科技灾难中恢复过来。云通信平台即服务公布了强劲的季度业绩。活跃客户账户增长。...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">InvestorPlace</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":{"TWLO":"Twilio Inc"},"source_url":"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100809123","content_text":"Twilio(NYSE:TWLO) is having a tough time pulling back from the tech wreck of 2021. The cloud communications platform as a service posted strong quarterly results. Active customer accounts grew. Investors of TWLO Stock, however, are in for a big surprise.\nThe company initiated fourth-quarter guidance, which included non-GAAP losses. Since November, investors of  TWLO stock faced downward selling pressure after investors shunned high valuation stocks. Despite the volatility, why is Twilio a compelling worthwhile long-term investment?\nTWLO Stock Under Pressure\nTwilio announced third-quarter revenue of $740.2 million. Losses almost doubled from $112.3 million last year to $232.3 million. Still, on a non-GAAP EPS basis, it earned a penny, or $8.2 million. Even after losing 10% of its value in the month and 40% from 52-week highs, the market capitalization is almost $50 billion. Investors are nervous that the small profit will not rise in the coming quarters.\nFortunately, Twilio’s quarter revenue is growing consistently in the low 60% range. Revenue growthof 46% in Q2/2020(slide 5) is a low point. Given the increasing uncertainties from Covid-19, markets are worried that Twilio’s business growth may lose momentum. Omicron is confusing investors. They are not sure that business customers will face a slowdown. That would hurt Twilio’s strong active customer account growth.\nModest Slowdown\nIn Q3, Twilio’s dollar-based net expansion rate fell slightly, from 137% in Q3/2020 to 131%. After it acquired Zipwhip and Segment, completed in July 2021for $850 million, its communications platform should attract growth.\nSimon Khalaf, SVP and general manager of the Twilio Communications Platform, said that Zipwhip would leverage Twilio’s messaging expertise across its channels. The unit will suit customers of all sizes since they will get a suite of messaging offerings.\nLast year,Twilio acquired Segment. It wrapped up the$3.2 billion purchase quickly. Segment adds developer tools to the platform. Twilio benefits from having a set of communication APIs (application programming interfaces). Segment focuses on interacting with customers and managing that data.\nOpportunity For TWLO Stock\nTwilio will sustain organic growth of at least 30% or more in the next three years. It has broad exposure geographically. Segment demonstrated strong quarterly performance. This gives management the confidence that its business momentum will continue.\nThe company has a vision of becoming a leading customer engagement platform. It will get there by following its product roadmap in the next few years. It has plenty of cash on hand ($1.497 billion as of Sept. 30, 2021) for mergers in acquisitions. After a few big purchases in the last year, Twilio will take its time to acquire other firms to fuel growth.\nSince company targets still trade at premiums, Twilio will be selective about its opportunities. It has a solid technology stack. It will pursue any outside solutions that add to the platform at the right price. For now, the firm will capture more of its addressable market by providing digital transformation solutions for customers.\nIn 2022, Twilio will turn its attention to developing its customer engagement platform. This includes growing customer awareness forTwilio Engage. This is an omnichannel growth platform. Customers may build and optimize marketing campaigns using its tools, analytics, and data integrations.\nRisks\nApple’s advertising identifier advertisers, called IDFA, may potentially limit a customer’s view of data. Still, Twilio believes it will provide the antidote to IDFA tag changes. For example, its customers will have first-party signals from customers as opposed to third-party data.\nAt a macro level, the company will help its customers grow its relationships with their customers. Business customers have not only Twilio’s messaging products but up-sold products like Segment. In 2022, its general availability rollout will lift revenue and profit margins.\nDowntrend Chart and Fair Value\nIn the chart below, Twilio stock is still working off bearish selling volume. It faces resistance at the 50-day and 200-day simple moving average.On Wall Street, 18 out of 19 analysts rate TWLO shares as a buy. The price target ranges from $350 to $550,according to Tipranks. The analyst support for Twilio’s prospects could lead to buyers returning to the stock early next year.\nYour Takeaway\nOver-priced software stocks are in a bear market. Twilio is a marketing and communications platform that posted its first quarterly revenue. After adding new features and rolling out the improved solution in 2022, growth could expand. Investors should keep this stock on the radar.\nInvestors cannot time when the selling pressure will end. Look for the widely-held value software stocks to rebound first. If the Nasdaq accompanies that uptrend, TWLO stock recovery will soon follow.","news_type":1,"symbols_score_info":{"TWLO":0.9}},"isVote":1,"tweetType":1,"viewCount":4064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698297929,"gmtCreate":1640400136272,"gmtModify":1640400136628,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698297929","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":4967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698126253,"gmtCreate":1640323075677,"gmtModify":1640323131885,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698126253","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":5122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691571210,"gmtCreate":1640224800329,"gmtModify":1640225471505,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691571210","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":4017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691633514,"gmtCreate":1640180825477,"gmtModify":1640180884139,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Jan 2021 was due to investors fomo, not due to shorts covering. The squeeze had not even began. 🤭🤭","listText":"Jan 2021 was due to investors fomo, not due to shorts covering. The squeeze had not even began. 🤭🤭","text":"Jan 2021 was due to investors fomo, not due to shorts covering. The squeeze had not even began. 🤭🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691633514","repostId":"2193019949","repostType":2,"isVote":1,"tweetType":1,"viewCount":4928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691360648,"gmtCreate":1640137579100,"gmtModify":1640137579444,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691360648","repostId":"2193695165","repostType":4,"isVote":1,"tweetType":1,"viewCount":4036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693550982,"gmtCreate":1640052060979,"gmtModify":1640052061392,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693550982","repostId":"1198736123","repostType":2,"isVote":1,"tweetType":1,"viewCount":5619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693970562,"gmtCreate":1639965214671,"gmtModify":1639965450728,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pld","listText":"Like pld","text":"Like pld","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693970562","repostId":"1134509072","repostType":2,"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699700165,"gmtCreate":1639885559819,"gmtModify":1639885560198,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699700165","repostId":"1122414343","repostType":4,"repost":{"id":"1122414343","kind":"news","pubTimestamp":1639884070,"share":"https://www.laohunote.com/m/news/1122414343?lang=zh_CN&edition=full","pubTime":"2021-12-19 11:21","market":"us","language":"en","title":"Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122414343","media":"Seeking Alpha","summary":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5","content":"<p>The healthcare stocks in the S&amp;P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&amp;A prospects. <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.</p><p><blockquote>标普500的医疗保健股表现优于大盘指数中的所有其他板块，涨幅约为 2.5%，这主要得益于并购前景。<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>科技股以及与 COVID-19 卷土重来作斗争的股票领涨，而整体指数下跌约 1.9%。</blockquote></p><p> Among stocks with more than $2B market capitalization and 100K average daily volume over the past week, <a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals </a> dominated with a ~83.8% rise after <a href=\"https://laohu8.com/S/PFE\">Pfizer </a> agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. <a href=\"https://laohu8.com/S/CERN\">Cerner </a> also joined the M&amp;A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from <a href=\"https://laohu8.com/S/ORCL\">Oracle </a> for the electronic-medical-records company.</p><p><blockquote>在过去一周市值超过 2B 美元且日均交易量超过 10 万股的股票中，<a href=\"https://laohu8.com/S/ARNA\">竞技场制药</a>之后上涨约 83.8%<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>同意以约 6.7B 美元的价格收购该公司，生物技术公司溢价 100%。<a href=\"https://laohu8.com/S/CERN\">塞纳</a>该公司也加入了并购驱动的涨势，本周上涨了约 20.7%，有报道称可能出价约 $30B<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>电子病历公司。</blockquote></p><p> Vaccine developer, <a href=\"https://laohu8.com/S/NVAX\">Novavax </a> jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.</p><p><blockquote>疫苗开发商，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>由于投资者对该公司的 COVID-19 疫苗获得世卫组织批准表示欢迎，股价上涨了约 30.5%。当欧洲监管机构的专家小组将于下周审查该疫苗的营销授权时，这家总部位于马里兰州的生物技术公司可能会获得进一步收益。</blockquote></p><p> <a href=\"https://laohu8.com/S/BHVN\">Biohaven Pharmaceutical </a> posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, <a href=\"https://laohu8.com/S/ROIV\">Roivant Sciences </a> added ~22.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/BHVN\">生物港制药</a>在该公司宣布在以色列批准 NURTEC ODT (rimegepant) 后，每周上涨约 25.2%，使其成为该偏头痛药物在美国以外的首次监管胜利。与此同时，Vir Biotechnology（纳斯达克股票代码：VIR）飙升约 23.7%，跻身本月第二周涨幅最大的股票之列。本周有更多数据证实了该公司与葛兰素史克公司（纽约证券交易所股票代码：GSK）合作开发的 COVID-19 疗法具有中和奥密克戎的效果。四舍五入，<a href=\"https://laohu8.com/S/ROIV\">Roivant科学</a>增加了~22.6%。</blockquote></p><p> Notable gainer: <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.</p><p><blockquote>显著涨幅：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE) 本周成为头条新闻，再次上调了 COVID-19 疫苗的销售指导，因为快速传播的奥密克戎变种凸显了加强注射的必要性。尽管周五为期六天的涨势突然结束，<a href=\"https://laohu8.com/S/NWY\">纽约</a>这家总部位于 - 的制药巨头股价上涨约 12.7%，创下自 2009 年 3 月以来的最佳单周涨幅。</blockquote></p><p> Among worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.</p><p><blockquote>在本周表现最差的公司中，两家新上市的生物技术公司Instil Bio（纳斯达克股票代码：TIL）和Exscientia（纳斯达克股票代码：EXAI）脱颖而出，尽管它们在华尔街的评级很好，但分别下跌了19.3%和约13.5%。与此同时，处方药价格比较平台运营商 GoodRx Holdings（纳斯达克股票代码：GDRX）股价下跌约 15.6%。</blockquote></p><p> Last week’s best performer, <a href=\"https://laohu8.com/S/BHG\">Bright Health Group</a>, crashed ~13.1%, hurt by the sole Sell rating issued by <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> even as the investment bank kicked off its coverage on managed care with largely positive views.</p><p><blockquote>上周最佳表演者、<a href=\"https://laohu8.com/S/BHG\">光明健康集团</a>，暴跌约13.1%，受到唯一发布的卖出评级的影响<a href=\"https://laohu8.com/S/GS\">高盛</a>尽管这家投资银行以基本上积极的看法开始了对管理式医疗的报道。</blockquote></p><p> Allogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic <a href=\"https://laohu8.com/S/00699\">CAR</a> T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.</p><p><blockquote>Allogene Therapeutics（纳斯达克股票代码：ALLO）股价下跌约 12.3%，此前该公司在 ASH 上介绍了实验性 allogeneic 的 1 期数据。<a href=\"https://laohu8.com/S/00699\">车</a>T therapies 未能让投资者兴奋不已，其中包括凯西-伍德（Cathie Wood）的方舟投资管理公司（Ark Investment Management），该公司在几天后卖出了约 160 万股该生物技术公司的股票。</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>Novavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</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\">\nNovavax, Vir among healthcare gainers, Pfizer posts best rally in a decade<blockquote>Novavax、Vir 跻身医疗保健涨幅之列，辉瑞创下十年来最佳涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-19 11:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The healthcare stocks in the S&amp;P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&amp;A prospects. <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.</p><p><blockquote>标普500的医疗保健股表现优于大盘指数中的所有其他板块，涨幅约为 2.5%，这主要得益于并购前景。<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>科技股以及与 COVID-19 卷土重来作斗争的股票领涨，而整体指数下跌约 1.9%。</blockquote></p><p> Among stocks with more than $2B market capitalization and 100K average daily volume over the past week, <a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals </a> dominated with a ~83.8% rise after <a href=\"https://laohu8.com/S/PFE\">Pfizer </a> agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. <a href=\"https://laohu8.com/S/CERN\">Cerner </a> also joined the M&amp;A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from <a href=\"https://laohu8.com/S/ORCL\">Oracle </a> for the electronic-medical-records company.</p><p><blockquote>在过去一周市值超过 2B 美元且日均交易量超过 10 万股的股票中，<a href=\"https://laohu8.com/S/ARNA\">竞技场制药</a>之后上涨约 83.8%<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>同意以约 6.7B 美元的价格收购该公司，生物技术公司溢价 100%。<a href=\"https://laohu8.com/S/CERN\">塞纳</a>该公司也加入了并购驱动的涨势，本周上涨了约 20.7%，有报道称可能出价约 $30B<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>电子病历公司。</blockquote></p><p> Vaccine developer, <a href=\"https://laohu8.com/S/NVAX\">Novavax </a> jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.</p><p><blockquote>疫苗开发商，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>由于投资者对该公司的 COVID-19 疫苗获得世卫组织批准表示欢迎，股价上涨了约 30.5%。当欧洲监管机构的专家小组将于下周审查该疫苗的营销授权时，这家总部位于马里兰州的生物技术公司可能会获得进一步收益。</blockquote></p><p> <a href=\"https://laohu8.com/S/BHVN\">Biohaven Pharmaceutical </a> posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, <a href=\"https://laohu8.com/S/ROIV\">Roivant Sciences </a> added ~22.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/BHVN\">生物港制药</a>在该公司宣布在以色列批准 NURTEC ODT (rimegepant) 后，每周上涨约 25.2%，使其成为该偏头痛药物在美国以外的首次监管胜利。与此同时，Vir Biotechnology（纳斯达克股票代码：VIR）飙升约 23.7%，跻身本月第二周涨幅最大的股票之列。本周有更多数据证实了该公司与葛兰素史克公司（纽约证券交易所股票代码：GSK）合作开发的 COVID-19 疗法具有中和奥密克戎的效果。四舍五入，<a href=\"https://laohu8.com/S/ROIV\">Roivant科学</a>增加了~22.6%。</blockquote></p><p> Notable gainer: <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.</p><p><blockquote>显著涨幅：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE) 本周成为头条新闻，再次上调了 COVID-19 疫苗的销售指导，因为快速传播的奥密克戎变种凸显了加强注射的必要性。尽管周五为期六天的涨势突然结束，<a href=\"https://laohu8.com/S/NWY\">纽约</a>这家总部位于 - 的制药巨头股价上涨约 12.7%，创下自 2009 年 3 月以来的最佳单周涨幅。</blockquote></p><p> Among worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.</p><p><blockquote>在本周表现最差的公司中，两家新上市的生物技术公司Instil Bio（纳斯达克股票代码：TIL）和Exscientia（纳斯达克股票代码：EXAI）脱颖而出，尽管它们在华尔街的评级很好，但分别下跌了19.3%和约13.5%。与此同时，处方药价格比较平台运营商 GoodRx Holdings（纳斯达克股票代码：GDRX）股价下跌约 15.6%。</blockquote></p><p> Last week’s best performer, <a href=\"https://laohu8.com/S/BHG\">Bright Health Group</a>, crashed ~13.1%, hurt by the sole Sell rating issued by <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> even as the investment bank kicked off its coverage on managed care with largely positive views.</p><p><blockquote>上周最佳表演者、<a href=\"https://laohu8.com/S/BHG\">光明健康集团</a>，暴跌约13.1%，受到唯一发布的卖出评级的影响<a href=\"https://laohu8.com/S/GS\">高盛</a>尽管这家投资银行以基本上积极的看法开始了对管理式医疗的报道。</blockquote></p><p> Allogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic <a href=\"https://laohu8.com/S/00699\">CAR</a> T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.</p><p><blockquote>Allogene Therapeutics（纳斯达克股票代码：ALLO）股价下跌约 12.3%，此前该公司在 ASH 上介绍了实验性 allogeneic 的 1 期数据。<a href=\"https://laohu8.com/S/00699\">车</a>T therapies 未能让投资者兴奋不已，其中包括凯西-伍德（Cathie Wood）的方舟投资管理公司（Ark Investment Management），该公司在几天后卖出了约 160 万股该生物技术公司的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade\">Seeking Alpha</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":{"BK4568":"美国抗疫概念","BK4534":"瑞士信贷持仓","PFE":"辉瑞","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","ORCL":"甲骨文","ARNA":"阿里那"},"source_url":"https://seekingalpha.com/news/3781487-novavax-vir-among-healthcare-gainers-pfizer-posts-best-rally-in-a-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122414343","content_text":"The healthcare stocks in the S&P 500 outperformed all other sectors in the broader index with a ~2.5% gain thanks mainly to M&A prospects. Healthcare technology, along with names battling the resurgence of COVID-19, led the gainers while the overall index fell ~1.9%.\nAmong stocks with more than $2B market capitalization and 100K average daily volume over the past week, Arena Pharmaceuticals  dominated with a ~83.8% rise after Pfizer  agreed to acquire it in a ~$6.7B deal with 100% premium for the biotech. Cerner  also joined the M&A-driven rally to gain ~20.7% over the week amid reports of a potential ~$30B bid from Oracle  for the electronic-medical-records company.\nVaccine developer, Novavax  jumped ~30.5% as investors welcomed the WHO clearance for the company’s COVID-19 shot. Further gains for the Maryland-based biotech are likely when an expert panel of the European regulators is set to review the marketing authorization for the vaccine next week.\nBiohaven Pharmaceutical  posted a ~25.2% weekly rise after the company announced the approval for NURTEC ODT (rimegepant) in Israel, making it the first regulatory win for the migraine drug outside the U.S. Meanwhile, Vir Biotechnology (NASDAQ:VIR) surged ~23.7% to stand among best gainers for the second week this month. More data emerged this week confirming the Omicron-neutralizing effect of the company’s COVID-19 therapy developed in partnership with GlaxoSmithKline (NYSE:GSK). Rounding out the top five gainers, Roivant Sciences  added ~22.6%.\nNotable gainer: Pfizer (PFE) made headlines throughout the week, raising its sales guidance for the COVID-19 vaccine once again as the rapidly spreading Omicron variant highlighted the need for booster shots. Despite an abrupt end to its six-day rally on Friday, the New York-based pharma giant with a ~12.7% rise recorded its best weekly gain since March 2009.\nAmong worst performers of the week, two newly IPO’ed biotechs, Instil Bio (NASDAQ:TIL) and Exscientia (NASDAQ:EXAI), stood out, falling 19.3% and ~13.5%, respectively, despite their favorable ratings on Wall Street. Meanwhile, GoodRx Holdings (NASDAQ:GDRX), an operator of a price comparison platform for prescription medicine slumped ~15.6%.\nLast week’s best performer, Bright Health Group, crashed ~13.1%, hurt by the sole Sell rating issued by Goldman Sachs even as the investment bank kicked off its coverage on managed care with largely positive views.\nAllogene Therapeutics (NASDAQ:ALLO) dropped ~12.3% after the company’s ASH presentations on Phase 1 data for experimental allogeneic CAR T therapies failed to excite investors, including Cathie Wood’s Ark Investment Management, which sold ~1.6M shares of the biotech several days later.","news_type":1,"symbols_score_info":{"ARNA":0.9,"CERN":0.9,"PFE":0.9,"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699237010,"gmtCreate":1639806309061,"gmtModify":1639806309417,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699237010","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohunote.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>（路透社） - 华尔街周五收低，受到大型科技公司的拖累，投资者担心奥密克戎冠状病毒变种，并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后，美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%，Alphabet下跌 1.9%，均令标普500和纳斯达克承压。</blockquote></p><p> The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%，价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌，其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示，疫情可能会持续到明年，这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备，一项研究警告说，快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出，年终税收抛售以及股票期权、股指期货和指数期权合约同时到期（被称为三重巫术）是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日，”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎，你就会出现波动，我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里？”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p><p><blockquote>2021年，英伟达和微软等权重成长股的表现优于大盘，而费城东南半导体指数则飙升约35%。同期，基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中，道琼斯工业平均指数下跌1.48%，收于35,365.44点，而标普500指数下跌1.03%，至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%，至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看，小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期，美国交易所的成交量跃升至 166 亿股，远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周，标普500指数下跌1.9%，道琼斯指数下跌1.7%，纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中，甲骨文暴跌 6.4%，此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner，交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测，尽管持续的劳动力困境削弱了利润，但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1；在纳斯达克，1.16比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低；纳斯达克综合指数创下28个新高和341个新低。</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>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>（路透社） - 华尔街周五收低，受到大型科技公司的拖累，投资者担心奥密克戎冠状病毒变种，并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后，美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%，Alphabet下跌 1.9%，均令标普500和纳斯达克承压。</blockquote></p><p> The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%，价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌，其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示，疫情可能会持续到明年，这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备，一项研究警告说，快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出，年终税收抛售以及股票期权、股指期货和指数期权合约同时到期（被称为三重巫术）是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日，”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎，你就会出现波动，我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里？”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p><p><blockquote>2021年，英伟达和微软等权重成长股的表现优于大盘，而费城东南半导体指数则飙升约35%。同期，基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中，道琼斯工业平均指数下跌1.48%，收于35,365.44点，而标普500指数下跌1.03%，至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%，至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看，小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期，美国交易所的成交量跃升至 166 亿股，远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周，标普500指数下跌1.9%，道琼斯指数下跌1.7%，纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中，甲骨文暴跌 6.4%，此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner，交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测，尽管持续的劳动力困境削弱了利润，但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1；在纳斯达克，1.16比1的比率有利于进步人士。</blockquote></p><p> The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低；纳斯达克综合指数创下28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699891377,"gmtCreate":1639767862313,"gmtModify":1639777498509,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Apes strong! Dont blame motley fool for bashing, blame urself for believing them","listText":"Apes strong! Dont blame motley fool for bashing, blame urself for believing them","text":"Apes strong! Dont blame motley fool for bashing, blame urself for believing them","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699891377","repostId":"2192978024","repostType":2,"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690752381,"gmtCreate":1639712490639,"gmtModify":1639712547309,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690752381","repostId":"1130721176","repostType":4,"repost":{"id":"1130721176","kind":"news","pubTimestamp":1639709742,"share":"https://www.laohunote.com/m/news/1130721176?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:55","market":"us","language":"en","title":"Why Shares of Affirm Are Falling<blockquote>Affirm 股价为何下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130721176","media":"Motley Fool","summary":"What happened\nShares of the buy now, pay later (BNPL) company Affirm Holdings(NASDAQ:AFRM)were nearl","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of the buy now, pay later (BNPL) company&nbsp;<b>Affirm Holdings</b>(NASDAQ:AFRM)were nearly 15% lower in the final hour of trading, as tech and growth stocks continued to come under pressure and as regulators began to look deeper into the BNPL space. The shares closed Thursday down more than 10.5%</p><p><blockquote>先买后付 (BNPL) 公司股票<b>肯定控股</b>（纳斯达克股票代码：AFRM）在交易的最后一小时下跌近 15%，原因是科技股和成长型股继续面临压力，并且监管机构开始更深入地研究 BNPL 领域。该股周四收盘下跌超过 10.5%</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Tech and&nbsp;growth stocks&nbsp;have had a tough month, as investors worry about higher inflation and likely interest rate hikes next year, which are never good for growth stocks. The market appeared to be recovering after the Federal Open Market Committee (FOMC) wrapped up its final meeting of the year yesterday. Following the meeting, the FOMC announced that it will speed up the tapering of its bond purchases, and most members of the committee expect to see three rate hikes next year.</p><p><blockquote>科技股和成长型股度过了艰难的一个月，因为投资者担心明年通胀上升和可能加息，这对成长型股来说从来都不是好事。联邦公开市场委员会（FOMC）昨天结束今年最后一次会议后，市场似乎正在复苏。会后，FOMC宣布将加快缩减债券购买规模，该委员会大多数成员预计明年将加息三次。</blockquote></p><p> But the market once again sold off tech and growth today, as the Bank of England raised interest rates, and investors continued to worry about inflation.</p><p><blockquote>但今天市场再次抛售科技和增长，因为英国央行加息，投资者继续担心通胀。</blockquote></p><p> More specific to Affirm, the Consumer Financial Protection Bureau (CFPB) asked the company, along with several others, to provide information on the BNPL loans they were issuing.</p><p><blockquote>更具体地说，消费者金融保护局 (CFPB) 要求该公司以及其他几家公司提供有关他们发放的 BNPL 贷款的信息。</blockquote></p><p> \"Buy now, pay later is the new version of the old layaway plan, but with modern, faster twists where the consumer gets the product immediately but gets the debt immediately, too,\" CFPB Director Rohit Chopra said in a statement. Chopra said that his agency has ordered Affirm,&nbsp;<b>Afterpay</b>, Klarna,&nbsp;<b>PayPal</b>, and&nbsp;<b>Zip</b>&nbsp;to submit information so that it can report to the public about industry practices and risks.</p><p><blockquote>CFPB 主任罗希特·乔普拉 (Rohit Chopra) 在一份声明中表示：“先买后付是旧分期付款计划的新版本，但具有现代、更快的转折，消费者可以立即获得产品，但也可以立即获得债务。”乔普拉说，他的机构已经下令确认，<b>后付费</b>,克拉纳,<b>PayPal</b>，和<b>拉链</b>提交信息，以便向公众报告行业惯例和风险。</blockquote></p><p> The order comes after analysts at&nbsp;<b>Mizuho</b>&nbsp;recently said they estimated that more than half of Affirm users who earn less than $75,000 have missed at least one payment.</p><p><blockquote>该命令是在分析师<b>瑞穗</b>最近表示，他们估计，收入低于 75,000 美元的 Affirm 用户中有一半以上至少错过了一次付款。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Rising rates increase the cost of debt for borrowers, so if this many borrowers at Affirm are missing payments with rates this low, then it's hard to believe loans issued next year at higher rates would fare better.</p><p><blockquote>利率上升会增加借款人的债务成本，因此，如果 Affirm 的这么多借款人在如此低的利率下拖欠还款，那么很难相信明年以更高利率发放的贷款会更好。</blockquote></p><p> Affirm is an innovative company, but it trades at too high a valuation right now, given its lack of profitability and the associated risk.</p><p><blockquote>Affirm 是一家创新型公司，但鉴于其缺乏盈利能力和相关风险，目前其估值过高。</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 Shares of Affirm Are Falling<blockquote>Affirm 股价为何下跌</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 Shares of Affirm Are Falling<blockquote>Affirm 股价为何下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 10:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of the buy now, pay later (BNPL) company&nbsp;<b>Affirm Holdings</b>(NASDAQ:AFRM)were nearly 15% lower in the final hour of trading, as tech and growth stocks continued to come under pressure and as regulators began to look deeper into the BNPL space. The shares closed Thursday down more than 10.5%</p><p><blockquote>先买后付 (BNPL) 公司股票<b>肯定控股</b>（纳斯达克股票代码：AFRM）在交易的最后一小时下跌近 15%，原因是科技股和成长型股继续面临压力，并且监管机构开始更深入地研究 BNPL 领域。该股周四收盘下跌超过 10.5%</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Tech and&nbsp;growth stocks&nbsp;have had a tough month, as investors worry about higher inflation and likely interest rate hikes next year, which are never good for growth stocks. The market appeared to be recovering after the Federal Open Market Committee (FOMC) wrapped up its final meeting of the year yesterday. Following the meeting, the FOMC announced that it will speed up the tapering of its bond purchases, and most members of the committee expect to see three rate hikes next year.</p><p><blockquote>科技股和成长型股度过了艰难的一个月，因为投资者担心明年通胀上升和可能加息，这对成长型股来说从来都不是好事。联邦公开市场委员会（FOMC）昨天结束今年最后一次会议后，市场似乎正在复苏。会后，FOMC宣布将加快缩减债券购买规模，该委员会大多数成员预计明年将加息三次。</blockquote></p><p> But the market once again sold off tech and growth today, as the Bank of England raised interest rates, and investors continued to worry about inflation.</p><p><blockquote>但今天市场再次抛售科技和增长，因为英国央行加息，投资者继续担心通胀。</blockquote></p><p> More specific to Affirm, the Consumer Financial Protection Bureau (CFPB) asked the company, along with several others, to provide information on the BNPL loans they were issuing.</p><p><blockquote>更具体地说，消费者金融保护局 (CFPB) 要求该公司以及其他几家公司提供有关他们发放的 BNPL 贷款的信息。</blockquote></p><p> \"Buy now, pay later is the new version of the old layaway plan, but with modern, faster twists where the consumer gets the product immediately but gets the debt immediately, too,\" CFPB Director Rohit Chopra said in a statement. Chopra said that his agency has ordered Affirm,&nbsp;<b>Afterpay</b>, Klarna,&nbsp;<b>PayPal</b>, and&nbsp;<b>Zip</b>&nbsp;to submit information so that it can report to the public about industry practices and risks.</p><p><blockquote>CFPB 主任罗希特·乔普拉 (Rohit Chopra) 在一份声明中表示：“先买后付是旧分期付款计划的新版本，但具有现代、更快的转折，消费者可以立即获得产品，但也可以立即获得债务。”乔普拉说，他的机构已经下令确认，<b>后付费</b>,克拉纳,<b>PayPal</b>，和<b>拉链</b>提交信息，以便向公众报告行业惯例和风险。</blockquote></p><p> The order comes after analysts at&nbsp;<b>Mizuho</b>&nbsp;recently said they estimated that more than half of Affirm users who earn less than $75,000 have missed at least one payment.</p><p><blockquote>该命令是在分析师<b>瑞穗</b>最近表示，他们估计，收入低于 75,000 美元的 Affirm 用户中有一半以上至少错过了一次付款。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Rising rates increase the cost of debt for borrowers, so if this many borrowers at Affirm are missing payments with rates this low, then it's hard to believe loans issued next year at higher rates would fare better.</p><p><blockquote>利率上升会增加借款人的债务成本，因此，如果 Affirm 的这么多借款人在如此低的利率下拖欠还款，那么很难相信明年以更高利率发放的贷款会更好。</blockquote></p><p> Affirm is an innovative company, but it trades at too high a valuation right now, given its lack of profitability and the associated risk.</p><p><blockquote>Affirm 是一家创新型公司，但鉴于其缺乏盈利能力和相关风险，目前其估值过高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-shares-of-affirm-are-falling-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/12/16/why-shares-of-affirm-are-falling-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130721176","content_text":"What happened\nShares of the buy now, pay later (BNPL) company Affirm Holdings(NASDAQ:AFRM)were nearly 15% lower in the final hour of trading, as tech and growth stocks continued to come under pressure and as regulators began to look deeper into the BNPL space. The shares closed Thursday down more than 10.5%\nSo what\nTech and growth stocks have had a tough month, as investors worry about higher inflation and likely interest rate hikes next year, which are never good for growth stocks. The market appeared to be recovering after the Federal Open Market Committee (FOMC) wrapped up its final meeting of the year yesterday. Following the meeting, the FOMC announced that it will speed up the tapering of its bond purchases, and most members of the committee expect to see three rate hikes next year.\nBut the market once again sold off tech and growth today, as the Bank of England raised interest rates, and investors continued to worry about inflation.\nMore specific to Affirm, the Consumer Financial Protection Bureau (CFPB) asked the company, along with several others, to provide information on the BNPL loans they were issuing.\n\"Buy now, pay later is the new version of the old layaway plan, but with modern, faster twists where the consumer gets the product immediately but gets the debt immediately, too,\" CFPB Director Rohit Chopra said in a statement. Chopra said that his agency has ordered Affirm, Afterpay, Klarna, PayPal, and Zip to submit information so that it can report to the public about industry practices and risks.\nThe order comes after analysts at Mizuho recently said they estimated that more than half of Affirm users who earn less than $75,000 have missed at least one payment.\nNow what\nRising rates increase the cost of debt for borrowers, so if this many borrowers at Affirm are missing payments with rates this low, then it's hard to believe loans issued next year at higher rates would fare better.\nAffirm is an innovative company, but it trades at too high a valuation right now, given its lack of profitability and the associated risk.","news_type":1,"symbols_score_info":{"AFRM":0.9}},"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690157095,"gmtCreate":1639649098618,"gmtModify":1639649098972,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Hiiii","listText":"Hiiii","text":"Hiiii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690157095","isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690318078,"gmtCreate":1639633207491,"gmtModify":1639633207852,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690318078","repostId":"1151734731","repostType":4,"repost":{"id":"1151734731","kind":"news","pubTimestamp":1639632498,"share":"https://www.laohunote.com/m/news/1151734731?lang=zh_CN&edition=full","pubTime":"2021-12-16 13:28","market":"us","language":"en","title":"In a Bad Year for Biotech Stocks, Deals and Vaccines Were Winners<blockquote>在生物技术股糟糕的一年里，交易和疫苗是赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151734731","media":"WSJ","summary":"Biotech stocks have crumbled this year and a number of prominent hedge funds have suffered deep loss","content":"<p>Biotech stocks have crumbled this year and a number of prominent hedge funds have suffered deep losses.</p><p><blockquote>生物技术股今年暴跌，许多知名对冲基金遭受了重大损失。</blockquote></p><p> But some biotech investors are thriving by focusing on mergers, short selling and Covid-19 stocks. Some analysts and investors say these three strategies will prove successful for biotech investors once again in 2022.</p><p><blockquote>但一些生物技术投资者通过专注于合并、卖空和 Covid-19 股票而蓬勃发展。一些分析师和投资者表示，这三种策略将在2022年再次被生物技术投资者证明是成功的。</blockquote></p><p> Hedge funds including Perceptive Advisors, OrbiMed Partners, Logos Capital and Cormorant Asset Management run funds that&nbsp;have suffered double-digit percentage losses&nbsp;this year. The&nbsp;SPDR S&amp;P Biotech ETF, an equal-weighted index of biotech stocks, has fallen nearly 23% so far this year, an indication of how widespread the losses have been.</p><p><blockquote>包括 Perceptive Advisors、OrbiMed Partners、Logos Capital 和 Cormorant Asset Management 在内的对冲基金今年管理的基金遭受了两位数的百分比损失。SPDR S&amp;P Biotech ETF 是生物技术股票的等权重指数，今年迄今已下跌近 23%，这表明损失的范围有多大。</blockquote></p><p> But biotech investors have benefited from some big takeovers in the sector. One popular hedge-fund investment: GW Pharmaceuticals PLC, a British company that develops cannabinoid-based prescription medicines,was acquired&nbsp;by&nbsp;Jazz Pharmaceuticals&nbsp;in May for over $7 billion.&nbsp;Dicerna Pharmaceuticals&nbsp;was another takeover play that worked for investors during the year.</p><p><blockquote>但生物技术投资者已经从该行业的一些大型收购中受益。一项受欢迎的对冲基金投资： 开发大麻素处方药的英国公司 GW Pharmaceuticals PLC 于 5 月被 Jazz Pharmaceuticals 以超过 70 亿美元的价格收购。Dicerna Pharmaceuticals 是今年另一项对投资者有利的收购。</blockquote></p><p> GW Pharma rose about 90% during 2021, before it was acquired, while Dicerna, which recently announced plans to be acquired, is up about 72%. And this week,Pfizer&nbsp;Inc.announced it would buyArena PharmaceuticalsInc.,&nbsp;news that&nbsp;almost doubled Arena shares.</p><p><blockquote>GW Pharma 在被收购之前的 2021 年上涨了约 90%，而最近宣布计划被收购的 Dicerna 则上涨了约 72%。本周，辉瑞公司宣布将收购 Arena PharmaceuticalsInc.，这一消息几乎使 Arena 股价翻了一番。</blockquote></p><p> There may be more of these kinds of deals in 2022, investors say, as cash-heavy pharmaceutical companies look to buy growing biotech companies. Smaller biotech companies may be more inclined to sell after suffering in 2021, the investors say.</p><p><blockquote>投资者表示，随着现金充裕的制药公司寻求收购成长型生物技术公司，2022 年可能会有更多此类交易。投资者表示，规模较小的生物技术公司在 2021 年遭受损失后可能更倾向于出售。</blockquote></p><p> Biotech short sellers profited in 2021, as well. Cancer company&nbsp;Rafael HoldingsInc.,which gained interest among individual investors due to early signs it might develop a drug to combat pancreatic cancer, tumbled after reporting disappointing Phase 3 data for its drug and experiencing some executive departures. Rafael is down about 77% so far in 2021.</p><p><blockquote>生物技术卖空者在 2021 年也获利。癌症公司 Rafael HoldingsInc. 因早期迹象表明其可能开发一种对抗胰腺癌的药物而引起了个人投资者的兴趣，但在报告其药物令人失望的 3 期数据并经历一些高管离职后，该公司暴跌。2021 年迄今为止，拉斐尔股价下跌了约 77%。</blockquote></p><p> Some traders lost money because they hedged their biotech portfolios with bets against the S&amp;P 500, which is up over 20% on the year.</p><p><blockquote>一些交易员亏损了，因为他们用不利于标普500的押注来对冲他们的生物技术投资组合，今年上涨了20%以上。</blockquote></p><p> Of course, Covid-19 vaccine stocks were the stars of 2021, though many have fallen sharply from recent highs.&nbsp;Moderna&nbsp;started the year over $100, approached $500 in the summer, and now trades around $275, still up sharply on the year.</p><p><blockquote>当然，新冠肺炎疫苗股票是2021年的明星，尽管许多股票已经从近期的高点大幅下跌。Moderna年初超过100美元，夏季接近500美元，现在交易价格在275美元左右，今年仍大幅上涨。</blockquote></p><p> “Anything that’s Covid-related has done well, or at least held up,” says Brad Loncar at Loncar Investments, which created two biotech exchange-traded funds.</p><p><blockquote>“Loncar Investments 的布拉德-隆卡尔（Brad Loncar）说：”任何与 Covid 相关的事情都做得很好，或者至少是坚持下来的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11261b7a0f9858c916f503bddf94a00b\" tg-width=\"833\" tg-height=\"735\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> A new urgency for booster shots, as well as a potential need for reworked vaccines&nbsp;to protect against Omicron, could boost sales for Moderna,Pfizer&nbsp;and other Covid-19 vaccine companies.</p><p><blockquote>加强注射的新紧迫性，以及对重新加工疫苗以预防奥密克戎病毒的潜在需求，可能会促进 Moderna、辉瑞和其他 Covid-19 疫苗公司的销售。</blockquote></p><p> “There will be a strong and continued push for people to get boosted,” says Michael Yee of Jefferies. He adds that there will be strong consideration from health authorities and others for new versions of an Omicron-specific vaccine.</p><p><blockquote>“杰富瑞的迈克尔-易（Michael Yee）说：”我们将继续大力推动人们获得提升。他补充说，卫生当局和其他人将强烈考虑新版本的奥密克戎特异性疫苗。</blockquote></p><p> Mr. Yee notes that both Moderna and Pfizer have plans to update their vaccines, if needed. But he has long had a “hold” rating on Moderna, due to what he describes as the stock’s already high valuation, a sign that strong prospects for these companies may not lead to strong gains.</p><p><blockquote>Yee先生指出，如果需要的话，Moderna和辉瑞都计划更新他们的疫苗。但他长期以来一直对 Moderna 给予 “持有 ”评级，因为他认为该股估值已经很高，这表明这些公司的强劲前景可能不会带来强劲的收益。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>In a Bad Year for Biotech Stocks, Deals and Vaccines Were Winners<blockquote>在生物技术股糟糕的一年里，交易和疫苗是赢家</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\">\nIn a Bad Year for Biotech Stocks, Deals and Vaccines Were Winners<blockquote>在生物技术股糟糕的一年里，交易和疫苗是赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-12-16 13:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Biotech stocks have crumbled this year and a number of prominent hedge funds have suffered deep losses.</p><p><blockquote>生物技术股今年暴跌，许多知名对冲基金遭受了重大损失。</blockquote></p><p> But some biotech investors are thriving by focusing on mergers, short selling and Covid-19 stocks. Some analysts and investors say these three strategies will prove successful for biotech investors once again in 2022.</p><p><blockquote>但一些生物技术投资者通过专注于合并、卖空和 Covid-19 股票而蓬勃发展。一些分析师和投资者表示，这三种策略将在2022年再次被生物技术投资者证明是成功的。</blockquote></p><p> Hedge funds including Perceptive Advisors, OrbiMed Partners, Logos Capital and Cormorant Asset Management run funds that&nbsp;have suffered double-digit percentage losses&nbsp;this year. The&nbsp;SPDR S&amp;P Biotech ETF, an equal-weighted index of biotech stocks, has fallen nearly 23% so far this year, an indication of how widespread the losses have been.</p><p><blockquote>包括 Perceptive Advisors、OrbiMed Partners、Logos Capital 和 Cormorant Asset Management 在内的对冲基金今年管理的基金遭受了两位数的百分比损失。SPDR S&amp;P Biotech ETF 是生物技术股票的等权重指数，今年迄今已下跌近 23%，这表明损失的范围有多大。</blockquote></p><p> But biotech investors have benefited from some big takeovers in the sector. One popular hedge-fund investment: GW Pharmaceuticals PLC, a British company that develops cannabinoid-based prescription medicines,was acquired&nbsp;by&nbsp;Jazz Pharmaceuticals&nbsp;in May for over $7 billion.&nbsp;Dicerna Pharmaceuticals&nbsp;was another takeover play that worked for investors during the year.</p><p><blockquote>但生物技术投资者已经从该行业的一些大型收购中受益。一项受欢迎的对冲基金投资： 开发大麻素处方药的英国公司 GW Pharmaceuticals PLC 于 5 月被 Jazz Pharmaceuticals 以超过 70 亿美元的价格收购。Dicerna Pharmaceuticals 是今年另一项对投资者有利的收购。</blockquote></p><p> GW Pharma rose about 90% during 2021, before it was acquired, while Dicerna, which recently announced plans to be acquired, is up about 72%. And this week,Pfizer&nbsp;Inc.announced it would buyArena PharmaceuticalsInc.,&nbsp;news that&nbsp;almost doubled Arena shares.</p><p><blockquote>GW Pharma 在被收购之前的 2021 年上涨了约 90%，而最近宣布计划被收购的 Dicerna 则上涨了约 72%。本周，辉瑞公司宣布将收购 Arena PharmaceuticalsInc.，这一消息几乎使 Arena 股价翻了一番。</blockquote></p><p> There may be more of these kinds of deals in 2022, investors say, as cash-heavy pharmaceutical companies look to buy growing biotech companies. Smaller biotech companies may be more inclined to sell after suffering in 2021, the investors say.</p><p><blockquote>投资者表示，随着现金充裕的制药公司寻求收购成长型生物技术公司，2022 年可能会有更多此类交易。投资者表示，规模较小的生物技术公司在 2021 年遭受损失后可能更倾向于出售。</blockquote></p><p> Biotech short sellers profited in 2021, as well. Cancer company&nbsp;Rafael HoldingsInc.,which gained interest among individual investors due to early signs it might develop a drug to combat pancreatic cancer, tumbled after reporting disappointing Phase 3 data for its drug and experiencing some executive departures. Rafael is down about 77% so far in 2021.</p><p><blockquote>生物技术卖空者在 2021 年也获利。癌症公司 Rafael HoldingsInc. 因早期迹象表明其可能开发一种对抗胰腺癌的药物而引起了个人投资者的兴趣，但在报告其药物令人失望的 3 期数据并经历一些高管离职后，该公司暴跌。2021 年迄今为止，拉斐尔股价下跌了约 77%。</blockquote></p><p> Some traders lost money because they hedged their biotech portfolios with bets against the S&amp;P 500, which is up over 20% on the year.</p><p><blockquote>一些交易员亏损了，因为他们用不利于标普500的押注来对冲他们的生物技术投资组合，今年上涨了20%以上。</blockquote></p><p> Of course, Covid-19 vaccine stocks were the stars of 2021, though many have fallen sharply from recent highs.&nbsp;Moderna&nbsp;started the year over $100, approached $500 in the summer, and now trades around $275, still up sharply on the year.</p><p><blockquote>当然，新冠肺炎疫苗股票是2021年的明星，尽管许多股票已经从近期的高点大幅下跌。Moderna年初超过100美元，夏季接近500美元，现在交易价格在275美元左右，今年仍大幅上涨。</blockquote></p><p> “Anything that’s Covid-related has done well, or at least held up,” says Brad Loncar at Loncar Investments, which created two biotech exchange-traded funds.</p><p><blockquote>“Loncar Investments 的布拉德-隆卡尔（Brad Loncar）说：”任何与 Covid 相关的事情都做得很好，或者至少是坚持下来的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/11261b7a0f9858c916f503bddf94a00b\" tg-width=\"833\" tg-height=\"735\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> A new urgency for booster shots, as well as a potential need for reworked vaccines&nbsp;to protect against Omicron, could boost sales for Moderna,Pfizer&nbsp;and other Covid-19 vaccine companies.</p><p><blockquote>加强注射的新紧迫性，以及对重新加工疫苗以预防奥密克戎病毒的潜在需求，可能会促进 Moderna、辉瑞和其他 Covid-19 疫苗公司的销售。</blockquote></p><p> “There will be a strong and continued push for people to get boosted,” says Michael Yee of Jefferies. He adds that there will be strong consideration from health authorities and others for new versions of an Omicron-specific vaccine.</p><p><blockquote>“杰富瑞的迈克尔-易（Michael Yee）说：”我们将继续大力推动人们获得提升。他补充说，卫生当局和其他人将强烈考虑新版本的奥密克戎特异性疫苗。</blockquote></p><p> Mr. Yee notes that both Moderna and Pfizer have plans to update their vaccines, if needed. But he has long had a “hold” rating on Moderna, due to what he describes as the stock’s already high valuation, a sign that strong prospects for these companies may not lead to strong gains.</p><p><blockquote>Yee先生指出，如果需要的话，Moderna和辉瑞都计划更新他们的疫苗。但他长期以来一直对 Moderna 给予 “持有 ”评级，因为他认为该股估值已经很高，这表明这些公司的强劲前景可能不会带来强劲的收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/in-a-bad-year-for-biotech-stocks-deals-and-vaccines-were-winners-11639564381?mod=markets_lead_pos5\">WSJ</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":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","JAZZ":"爵士制药"},"source_url":"https://www.wsj.com/articles/in-a-bad-year-for-biotech-stocks-deals-and-vaccines-were-winners-11639564381?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151734731","content_text":"Biotech stocks have crumbled this year and a number of prominent hedge funds have suffered deep losses.\nBut some biotech investors are thriving by focusing on mergers, short selling and Covid-19 stocks. Some analysts and investors say these three strategies will prove successful for biotech investors once again in 2022.\nHedge funds including Perceptive Advisors, OrbiMed Partners, Logos Capital and Cormorant Asset Management run funds that have suffered double-digit percentage losses this year. The SPDR S&P Biotech ETF, an equal-weighted index of biotech stocks, has fallen nearly 23% so far this year, an indication of how widespread the losses have been.\nBut biotech investors have benefited from some big takeovers in the sector. One popular hedge-fund investment: GW Pharmaceuticals PLC, a British company that develops cannabinoid-based prescription medicines,was acquired by Jazz Pharmaceuticals in May for over $7 billion. Dicerna Pharmaceuticals was another takeover play that worked for investors during the year.\nGW Pharma rose about 90% during 2021, before it was acquired, while Dicerna, which recently announced plans to be acquired, is up about 72%. And this week,Pfizer Inc.announced it would buyArena PharmaceuticalsInc., news that almost doubled Arena shares.\nThere may be more of these kinds of deals in 2022, investors say, as cash-heavy pharmaceutical companies look to buy growing biotech companies. Smaller biotech companies may be more inclined to sell after suffering in 2021, the investors say.\nBiotech short sellers profited in 2021, as well. Cancer company Rafael HoldingsInc.,which gained interest among individual investors due to early signs it might develop a drug to combat pancreatic cancer, tumbled after reporting disappointing Phase 3 data for its drug and experiencing some executive departures. Rafael is down about 77% so far in 2021.\nSome traders lost money because they hedged their biotech portfolios with bets against the S&P 500, which is up over 20% on the year.\nOf course, Covid-19 vaccine stocks were the stars of 2021, though many have fallen sharply from recent highs. Moderna started the year over $100, approached $500 in the summer, and now trades around $275, still up sharply on the year.\n“Anything that’s Covid-related has done well, or at least held up,” says Brad Loncar at Loncar Investments, which created two biotech exchange-traded funds.\n\nA new urgency for booster shots, as well as a potential need for reworked vaccines to protect against Omicron, could boost sales for Moderna,Pfizer and other Covid-19 vaccine companies.\n“There will be a strong and continued push for people to get boosted,” says Michael Yee of Jefferies. He adds that there will be strong consideration from health authorities and others for new versions of an Omicron-specific vaccine.\nMr. Yee notes that both Moderna and Pfizer have plans to update their vaccines, if needed. But he has long had a “hold” rating on Moderna, due to what he describes as the stock’s already high valuation, a sign that strong prospects for these companies may not lead to strong gains.","news_type":1,"symbols_score_info":{"DRNA":0.9,"PFE":0.9,"MRNA":0.9,"JAZZ":0.9}},"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607629369,"gmtCreate":1639534588770,"gmtModify":1639534589147,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607629369","repostId":"1148385457","repostType":4,"repost":{"id":"1148385457","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639534496,"share":"https://www.laohunote.com/m/news/1148385457?lang=zh_CN&edition=full","pubTime":"2021-12-15 10:14","market":"us","language":"en","title":"2 Reasons Disney's Stock Will Prevail In 2022<blockquote>迪士尼股票将在 2022 年上涨的 2 个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148385457","media":"Benzinga Earnings","summary":"Walt Disney Co was named a top pick for 2022 by Morgan Stanley on Tuesday.\nHaving underperformed the","content":"<p><b>Walt Disney Co</b>&nbsp;was named a top pick for 2022 by Morgan Stanley on Tuesday.</p><p><blockquote><b>华特迪士尼公司</b>周二被摩根士丹利评为2022年最佳选择。</blockquote></p><p> Having underperformed the market all year, Disney's&nbsp;stock&nbsp;is a great buy at current levels, according to&nbsp;MAI Capital Management's&nbsp;<b>Chris Grisanti</b>.</p><p><blockquote>MAI Capital Management 表示，迪士尼的股票全年表现逊于市场，目前的水平值得买入<b>克里斯·格里桑蒂</b>.</blockquote></p><p> \"Disney is going to win in two different ways,\"&nbsp;Grisanti said Tuesday on CNBC's \"The Exchange.\"</p><p><blockquote>格里桑蒂周二在 CNBC 的“The Exchange”节目中表示：“迪士尼将以两种不同的方式获胜。”</blockquote></p><p> Disney is a reopening stock that is yet to fully reopen, he said, adding that the last 10% of park capacity is by far the most profitable.</p><p><blockquote>他说，迪士尼是一只尚未完全重新开放的重新开放股票，并补充说，最后 10% 的公园容量是迄今为止最赚钱的。</blockquote></p><p> \"Once you totally fill them up, which I think will happen by the end of this year, that's amazingly profitable,\" Grisante noted.&nbsp;He expects the parks to be a catalyst for the stock in 2022 and beyond.</p><p><blockquote>“格里桑特指出：”一旦你完全填满它们，我认为这将在今年年底发生，那将是惊人的利润。他预计这些公园将成为 2022 年及以后该股的催化剂。</blockquote></p><p> Grisanti&nbsp;also expects Disney to benefit from its Disney+ streaming service, which is having a mediocre year because of tough&nbsp;comparisons, he said.</p><p><blockquote>格里桑蒂还预计迪士尼将从其迪士尼+流媒体服务中受益，由于艰难的比较，该服务今年表现平平。</blockquote></p><p> \"Content will win out at the end, and I think Disney is second to none in content,\" Grisante emphasized. \"I think it's a real win&nbsp;and a real opportunity.\"</p><p><blockquote>“内容最终会胜出，我认为迪士尼在内容方面是首屈一指的，”格里桑特强调说。“我认为这是一场真正的胜利，也是一个真正的机会。”</blockquote></p><p> <b>DIS Price Action:</b>Disney has traded as high as $203.02 and as low as $142.04 over a 52-week period. It's down about 17.7% year-to-date.</p><p><blockquote><b>DIS价格行为：</b>52 周内，迪士尼的交易价格最高可达 203.02 美元，最低可达 142.04 美元。今年迄今已下降约 17.7%。</blockquote></p><p> The stock closed&nbsp;lower 0.88% at $149.10 on&nbsp;Tuesday.</p><p><blockquote>该股周二收盘下跌 0.88%，至 149.10 美元。</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>2 Reasons Disney's Stock Will Prevail In 2022<blockquote>迪士尼股票将在 2022 年上涨的 2 个原因</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reasons Disney's Stock Will Prevail In 2022<blockquote>迪士尼股票将在 2022 年上涨的 2 个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-15 10:14</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Walt Disney Co</b>&nbsp;was named a top pick for 2022 by Morgan Stanley on Tuesday.</p><p><blockquote><b>华特迪士尼公司</b>周二被摩根士丹利评为2022年最佳选择。</blockquote></p><p> Having underperformed the market all year, Disney's&nbsp;stock&nbsp;is a great buy at current levels, according to&nbsp;MAI Capital Management's&nbsp;<b>Chris Grisanti</b>.</p><p><blockquote>MAI Capital Management 表示，迪士尼的股票全年表现逊于市场，目前的水平值得买入<b>克里斯·格里桑蒂</b>.</blockquote></p><p> \"Disney is going to win in two different ways,\"&nbsp;Grisanti said Tuesday on CNBC's \"The Exchange.\"</p><p><blockquote>格里桑蒂周二在 CNBC 的“The Exchange”节目中表示：“迪士尼将以两种不同的方式获胜。”</blockquote></p><p> Disney is a reopening stock that is yet to fully reopen, he said, adding that the last 10% of park capacity is by far the most profitable.</p><p><blockquote>他说，迪士尼是一只尚未完全重新开放的重新开放股票，并补充说，最后 10% 的公园容量是迄今为止最赚钱的。</blockquote></p><p> \"Once you totally fill them up, which I think will happen by the end of this year, that's amazingly profitable,\" Grisante noted.&nbsp;He expects the parks to be a catalyst for the stock in 2022 and beyond.</p><p><blockquote>“格里桑特指出：”一旦你完全填满它们，我认为这将在今年年底发生，那将是惊人的利润。他预计这些公园将成为 2022 年及以后该股的催化剂。</blockquote></p><p> Grisanti&nbsp;also expects Disney to benefit from its Disney+ streaming service, which is having a mediocre year because of tough&nbsp;comparisons, he said.</p><p><blockquote>格里桑蒂还预计迪士尼将从其迪士尼+流媒体服务中受益，由于艰难的比较，该服务今年表现平平。</blockquote></p><p> \"Content will win out at the end, and I think Disney is second to none in content,\" Grisante emphasized. \"I think it's a real win&nbsp;and a real opportunity.\"</p><p><blockquote>“内容最终会胜出，我认为迪士尼在内容方面是首屈一指的，”格里桑特强调说。“我认为这是一场真正的胜利，也是一个真正的机会。”</blockquote></p><p> <b>DIS Price Action:</b>Disney has traded as high as $203.02 and as low as $142.04 over a 52-week period. It's down about 17.7% year-to-date.</p><p><blockquote><b>DIS价格行为：</b>52 周内，迪士尼的交易价格最高可达 203.02 美元，最低可达 142.04 美元。今年迄今已下降约 17.7%。</blockquote></p><p> The stock closed&nbsp;lower 0.88% at $149.10 on&nbsp;Tuesday.</p><p><blockquote>该股周二收盘下跌 0.88%，至 149.10 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148385457","content_text":"Walt Disney Co was named a top pick for 2022 by Morgan Stanley on Tuesday.\nHaving underperformed the market all year, Disney's stock is a great buy at current levels, according to MAI Capital Management's Chris Grisanti.\n\"Disney is going to win in two different ways,\" Grisanti said Tuesday on CNBC's \"The Exchange.\"\nDisney is a reopening stock that is yet to fully reopen, he said, adding that the last 10% of park capacity is by far the most profitable.\n\"Once you totally fill them up, which I think will happen by the end of this year, that's amazingly profitable,\" Grisante noted. He expects the parks to be a catalyst for the stock in 2022 and beyond.\nGrisanti also expects Disney to benefit from its Disney+ streaming service, which is having a mediocre year because of tough comparisons, he said.\n\"Content will win out at the end, and I think Disney is second to none in content,\" Grisante emphasized. \"I think it's a real win and a real opportunity.\"\nDIS Price Action:Disney has traded as high as $203.02 and as low as $142.04 over a 52-week period. It's down about 17.7% year-to-date.\nThe stock closed lower 0.88% at $149.10 on Tuesday.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604757142,"gmtCreate":1639449476741,"gmtModify":1639449679130,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Spreading fud again. Amc ceo had announced his intention in june this year.&nbsp;","listText":"Spreading fud again. Amc ceo had announced his intention in june this year.&nbsp;","text":"Spreading fud again. Amc ceo had announced his intention in june this year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604757142","repostId":"1115346113","repostType":2,"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604143247,"gmtCreate":1639362705394,"gmtModify":1639362705764,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574916293171379","idStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604143247","repostId":"1133066635","repostType":2,"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":851109339,"gmtCreate":1634876138893,"gmtModify":1634876139024,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574916293171379","authorIdStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/851109339","repostId":"1185062694","repostType":4,"repost":{"id":"1185062694","kind":"news","pubTimestamp":1634865812,"share":"https://www.laohunote.com/m/news/1185062694?lang=zh_CN&edition=full","pubTime":"2021-10-22 09:23","market":"us","language":"en","title":"‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move<blockquote>《FOMO》为股票投资者赚了很多钱，但现在《YARO》才是市场的风向标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185062694","media":"MarketWatch","summary":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘i","content":"<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks</p><p><blockquote>另一个重新开放的交易（YARO）关注优质公司，避开泡沫化的科技股和'创新'股票</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1049f347eda58620bbbdada442c87ff1\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch photo illustration/iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch 照片插图/iStockphoto</span></p></blockquote></p><p> As the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).</p><p><blockquote>随着最新新冠病毒变种的破坏平息，股市正准备迎接另一次重新开放交易（YARO）。</blockquote></p><p> Yes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.</p><p><blockquote>是的，在这里，我们将讨论 “暂时性 ”一词的专家定义和细微差别，以及随之而来的辩论，因为它适用于通货膨胀。我们认为，当前股权制度中的北极星是利润周期的扩展。这一时期的挑战已经成为重新开放的开始-停止-重新开始，因为COVID/供应链事件的复杂性扭曲了传统的利润反弹。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d8d016a60ef5335fc00a6ae15099f106\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.</p><p><blockquote>我们继续支持投资更高质量的公司，以更好地应对这一时刻，同时限制对创新公司的投资，以降低风险。随着利率逆转以及美联储观看重返黄金时段，创新股估值的长期高位是一个风险来源。</blockquote></p><p> Investors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.</p><p><blockquote>投资者将再次将目光转向缩减规模的愤怒。在这种来回的COVID-on、COVID-off状态下，追逐磁带的尾巴会让投资者在疯狂地重新调整投资组合时感到疲惫。在投资者权衡再次重新开放交易的机会时，关注更高质量和估值偏差应该会提供最佳的前进道路。</blockquote></p><p> This see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.</p><p><blockquote>随着我们进入可能动荡的第四季度，通胀弱于预期和流动性驱动的再通胀担忧之间的这种锯齿状行动已经耗尽了投资者在这个周期中的精力。随着全球经济开始重新开放，尽管方式好坏参半，但根据最新报告，美国的销售增长已同比反弹至 7.4%。</blockquote></p><p> In other words, the early stage gains are most likely behind us.&nbsp; Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .</p><p><blockquote>换句话说，早期阶段的收益很可能已经过去。投资者应该为持续扩张做好准备，并寻找利润率更高、资产负债表更好的公司。</blockquote></p><p> Importantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.</p><p><blockquote>重要的是，由于投资者在封锁期间忽视了利润率和资产负债表等基本要素，以追逐流动性驱动、以创新为中心的公司，高质量公司仍然明显打折。随着疫苗/重新开放激增膨胀深周期性股票，这种情况进一步加剧。</blockquote></p><p> Combined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.</p><p><blockquote>综合起来，这些因素解释了为什么更高质量的公司以历史折扣出售。相对于低质量公司，高质量公司的EV/销售额分别比大型、中型和小型公司的历史平均水平低1.4、1.8和1.1个标准差。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/320d91f01ccd69e7974e784e94bcae06\" tg-width=\"700\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.</p><p><blockquote>重新开放的影响也应继续给利率带来上行压力，从而对激进的增长和创新股产生不利影响。</blockquote></p><p> COVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.</p><p><blockquote>COVID感染率已经开始下降，标志着市场再次从狭窄的经济转向重新开放的姿态。毫不奇怪，随着市盈率高的股票需要低/有利的利率背景才能蓬勃发展，对美联储的关注又重新浮出水面。全球经济的全面重新开放使处于历史高位的激进成长型公司面临风险。</blockquote></p><p> We have seen rate risk for innovation baskets as they tumbled when rates rose in September.&nbsp; Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note&nbsp;climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite&nbsp;lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.</p><p><blockquote>我们已经看到了创新篮子的利率风险，因为它们在 9 月份利率上升时暴跌。历史数据凸显了股票市场表现对利率波动敏感性的另一个例子。从7月底到9月底的短时间内，10年期国债收益率从1.18%攀升至1.46%。股市受到的影响相当直接——纳斯达克综合指数下跌 1.53%，增长指数下跌 1.10%，科技板块下跌 1.23%。请注意，随着对德尔塔变异毒株的担忧似乎正在消退，疫苗接种率开始上升，投资者的关注点又回到了重新开放以及央行政策上。</blockquote></p><p> As U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.</p><p><blockquote>随着美国企业和学校重新开放，对流动性的关注将继续加剧紧张的市场参与者的担忧，他们正在努力权衡美联储流动性支持的持久性。随着COVID变种袭击了各州内的大片地区，这种紧张情绪暂时消退。如果创新股的上涨始于流动性的历史性激增，那么投资者有理由担心，任何削减市场支持的尝试都会对股票格局中最具激进部分的估值产生不利的溢出效应。</blockquote></p><p></p><p> The innovation sector may be the epicenter of the market focus as interest rates become turbulent.&nbsp; Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.</p><p><blockquote>随着利率变得动荡，创新板块可能是市场焦点的中心。下图2展示了以方舟下一代互联网ETF为代表的创新公司的高估值。截至 8 月底，ARK Next Gen Internet ETF 的交易价格为 13.4 倍，而大型和中型市场的交易价格为 3.6 倍。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/33c6defec31004783d4d04fa0456eed7\" tg-width=\"700\" tg-height=\"598\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> More broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.</p><p><blockquote>更广泛地说，科技行业的交易水平也极其丰富。从历史角度来看，小公司技术行业的交易溢价比大盘高出 85%，而按历史电动汽车/销售额计算，长期溢价为 33%。大中型科技板块的交易价格较大盘溢价 113%，而历史溢价为 58%。</blockquote></p><p> Although shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.</p><p><blockquote>尽管低于 2 月份的峰值倍数，但小型创新股的交易额超过 20 倍，大盘股的交易额超过 19 倍。在9月份的抛售中，我们目睹了大盘创新股下跌了5%以上。</blockquote></p><p> Bottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.</p><p><blockquote>底线：随着美国经济继续重新开放，越来越明显的是，最高预期公司无法在当前水平上攀升太高或维持现有溢价。</blockquote></p><p> The North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.</p><p><blockquote>当前环境的北极星仍然是一个不断扩大的利润周期，这将继续迫使人们关注估值。随着重新开放并对美国利率产生不利影响，创新公司可能会陷入困境。重要的是，随着利润复苏周期的到来，寻找利润率更高、资产负债表更好的公司将变得更加突出。</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>‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move<blockquote>《FOMO》为股票投资者赚了很多钱，但现在《YARO》才是市场的风向标</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\">\n‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move<blockquote>《FOMO》为股票投资者赚了很多钱，但现在《YARO》才是市场的风向标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-22 09:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks</p><p><blockquote>另一个重新开放的交易（YARO）关注优质公司，避开泡沫化的科技股和'创新'股票</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1049f347eda58620bbbdada442c87ff1\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch photo illustration/iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch 照片插图/iStockphoto</span></p></blockquote></p><p> As the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).</p><p><blockquote>随着最新新冠病毒变种的破坏平息，股市正准备迎接另一次重新开放交易（YARO）。</blockquote></p><p> Yes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.</p><p><blockquote>是的，在这里，我们将讨论 “暂时性 ”一词的专家定义和细微差别，以及随之而来的辩论，因为它适用于通货膨胀。我们认为，当前股权制度中的北极星是利润周期的扩展。这一时期的挑战已经成为重新开放的开始-停止-重新开始，因为COVID/供应链事件的复杂性扭曲了传统的利润反弹。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d8d016a60ef5335fc00a6ae15099f106\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.</p><p><blockquote>我们继续支持投资更高质量的公司，以更好地应对这一时刻，同时限制对创新公司的投资，以降低风险。随着利率逆转以及美联储观看重返黄金时段，创新股估值的长期高位是一个风险来源。</blockquote></p><p> Investors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.</p><p><blockquote>投资者将再次将目光转向缩减规模的愤怒。在这种来回的COVID-on、COVID-off状态下，追逐磁带的尾巴会让投资者在疯狂地重新调整投资组合时感到疲惫。在投资者权衡再次重新开放交易的机会时，关注更高质量和估值偏差应该会提供最佳的前进道路。</blockquote></p><p> This see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.</p><p><blockquote>随着我们进入可能动荡的第四季度，通胀弱于预期和流动性驱动的再通胀担忧之间的这种锯齿状行动已经耗尽了投资者在这个周期中的精力。随着全球经济开始重新开放，尽管方式好坏参半，但根据最新报告，美国的销售增长已同比反弹至 7.4%。</blockquote></p><p> In other words, the early stage gains are most likely behind us.&nbsp; Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .</p><p><blockquote>换句话说，早期阶段的收益很可能已经过去。投资者应该为持续扩张做好准备，并寻找利润率更高、资产负债表更好的公司。</blockquote></p><p> Importantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.</p><p><blockquote>重要的是，由于投资者在封锁期间忽视了利润率和资产负债表等基本要素，以追逐流动性驱动、以创新为中心的公司，高质量公司仍然明显打折。随着疫苗/重新开放激增膨胀深周期性股票，这种情况进一步加剧。</blockquote></p><p> Combined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.</p><p><blockquote>综合起来，这些因素解释了为什么更高质量的公司以历史折扣出售。相对于低质量公司，高质量公司的EV/销售额分别比大型、中型和小型公司的历史平均水平低1.4、1.8和1.1个标准差。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/320d91f01ccd69e7974e784e94bcae06\" tg-width=\"700\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.</p><p><blockquote>重新开放的影响也应继续给利率带来上行压力，从而对激进的增长和创新股产生不利影响。</blockquote></p><p> COVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.</p><p><blockquote>COVID感染率已经开始下降，标志着市场再次从狭窄的经济转向重新开放的姿态。毫不奇怪，随着市盈率高的股票需要低/有利的利率背景才能蓬勃发展，对美联储的关注又重新浮出水面。全球经济的全面重新开放使处于历史高位的激进成长型公司面临风险。</blockquote></p><p> We have seen rate risk for innovation baskets as they tumbled when rates rose in September.&nbsp; Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note&nbsp;climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite&nbsp;lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.</p><p><blockquote>我们已经看到了创新篮子的利率风险，因为它们在 9 月份利率上升时暴跌。历史数据凸显了股票市场表现对利率波动敏感性的另一个例子。从7月底到9月底的短时间内，10年期国债收益率从1.18%攀升至1.46%。股市受到的影响相当直接——纳斯达克综合指数下跌 1.53%，增长指数下跌 1.10%，科技板块下跌 1.23%。请注意，随着对德尔塔变异毒株的担忧似乎正在消退，疫苗接种率开始上升，投资者的关注点又回到了重新开放以及央行政策上。</blockquote></p><p> As U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.</p><p><blockquote>随着美国企业和学校重新开放，对流动性的关注将继续加剧紧张的市场参与者的担忧，他们正在努力权衡美联储流动性支持的持久性。随着COVID变种袭击了各州内的大片地区，这种紧张情绪暂时消退。如果创新股的上涨始于流动性的历史性激增，那么投资者有理由担心，任何削减市场支持的尝试都会对股票格局中最具激进部分的估值产生不利的溢出效应。</blockquote></p><p></p><p> The innovation sector may be the epicenter of the market focus as interest rates become turbulent.&nbsp; Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.</p><p><blockquote>随着利率变得动荡，创新板块可能是市场焦点的中心。下图2展示了以方舟下一代互联网ETF为代表的创新公司的高估值。截至 8 月底，ARK Next Gen Internet ETF 的交易价格为 13.4 倍，而大型和中型市场的交易价格为 3.6 倍。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/33c6defec31004783d4d04fa0456eed7\" tg-width=\"700\" tg-height=\"598\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> More broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.</p><p><blockquote>更广泛地说，科技行业的交易水平也极其丰富。从历史角度来看，小公司技术行业的交易溢价比大盘高出 85%，而按历史电动汽车/销售额计算，长期溢价为 33%。大中型科技板块的交易价格较大盘溢价 113%，而历史溢价为 58%。</blockquote></p><p> Although shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.</p><p><blockquote>尽管低于 2 月份的峰值倍数，但小型创新股的交易额超过 20 倍，大盘股的交易额超过 19 倍。在9月份的抛售中，我们目睹了大盘创新股下跌了5%以上。</blockquote></p><p> Bottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.</p><p><blockquote>底线：随着美国经济继续重新开放，越来越明显的是，最高预期公司无法在当前水平上攀升太高或维持现有溢价。</blockquote></p><p> The North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.</p><p><blockquote>当前环境的北极星仍然是一个不断扩大的利润周期，这将继续迫使人们关注估值。随着重新开放并对美国利率产生不利影响，创新公司可能会陷入困境。重要的是，随着利润复苏周期的到来，寻找利润率更高、资产负债表更好的公司将变得更加突出。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?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":{"COMP":"Compass, Inc.",".SPX":"S&P 500 Index","ARKW":"ARK Next Generation Internet ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185062694","content_text":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks\nMarketWatch photo illustration/iStockphoto\nAs the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).\nYes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.\n\nWe continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.\nInvestors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.\nThis see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.\nIn other words, the early stage gains are most likely behind us.  Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .\nImportantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.\nCombined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.\n\nThe reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.\nCOVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.\nWe have seen rate risk for innovation baskets as they tumbled when rates rose in September.  Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.\nAs U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.\nThe innovation sector may be the epicenter of the market focus as interest rates become turbulent.  Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.\n\nMore broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.\nAlthough shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.\nBottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.\nThe North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.","news_type":1,"symbols_score_info":{".SPX":0.9,"ARKW":0.9,".DJI":0.9,".IXIC":0.9,"COMP":0.9}},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112863911,"gmtCreate":1622860786833,"gmtModify":1634097280237,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574916293171379","authorIdStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like comment pls","listText":"Like comment pls","text":"Like comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/112863911","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://www.laohunote.com/m/news/1106312903?lang=zh_CN&edition=full","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>  <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>  <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划，向客户或最终用户发行卡，以及授权和结算交易。Marqeta 发展迅速，其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台，促进求职者和企业客户之间的直接聊天。该公司声称，根据MAUs，它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示，它已经建立了美国最大的门诊心理健康平台之一，截至2021年3月31日，在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值，但该公司仍表现出增长。</blockquote></p><p> Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日，它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>（任务）计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商，提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日，该公司盈利且增长强劲，拥有100多家客户。</blockquote></p><p> Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据，通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利，为 1,000 多名客户提供服务，到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年，该市场在过去一年中有超过 58,000 名买家进行了购买，平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示，自2017年以来，按收入计算，它一直是中国最大的在线K-12辅导服务提供商，2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查，多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日，文艺复兴IPO指数年初至今下跌6.0%，而标普500上涨11.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%，而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</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\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周：数字支付、心理健康服务等多元化 8 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-05 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>  <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>  <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元，涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划，向客户或最终用户发行卡，以及授权和结算交易。Marqeta 发展迅速，其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台，促进求职者和企业客户之间的直接聊天。该公司声称，根据MAUs，它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示，它已经建立了美国最大的门诊心理健康平台之一，截至2021年3月31日，在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值，但该公司仍表现出增长。</blockquote></p><p> Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日，它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>（任务）计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商，提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日，该公司盈利且增长强劲，拥有100多家客户。</blockquote></p><p> Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据，通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利，为 1,000 多名客户提供服务，到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年，该市场在过去一年中有超过 58,000 名买家进行了购买，平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示，自2017年以来，按收入计算，它一直是中国最大的在线K-12辅导服务提供商，2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查，多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日，文艺复兴IPO指数年初至今下跌6.0%，而标普500上涨11.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%，而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","ZME":"掌门教育","BZ":"BOSS直聘",".DJI":"道琼斯","DIBS":"1stdibs.com Inc.","MNDY":"Monday.com Ltd.","ZETA":"Zeta Global Holdings Corp.","TASK":"TaskUs Inc.","LFST":"LifeStance Health Group, Inc.",".IXIC":"NASDAQ Composite","MQ":"Marqeta, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{".IXIC":0.9,"TASK":0.9,".DJI":0.9,"ZETA":0.9,".SPX":0.9,"LFST":0.9,"MNDY":0.9,"ZME":0.9,"DIBS":0.9,"MQ":0.9,"BZ":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199836509,"gmtCreate":1620694250101,"gmtModify":1634197079035,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574916293171379","authorIdStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/199836509","repostId":"2134551566","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371741577,"gmtCreate":1618975097299,"gmtModify":1634289477987,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574916293171379","authorIdStr":"3574916293171379"},"themes":[],"title":"","htmlText":"Kindly help to like pls","listText":"Kindly help to like pls","text":"Kindly help to like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/371741577","repostId":"1173351726","repostType":4,"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":847394323,"gmtCreate":1636481489590,"gmtModify":1636481587106,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574916293171379","authorIdStr":"3574916293171379"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>So much fuds and price crashing despite earnings is so much higher than last year.the spring is loading!&nbsp;Get ready!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>So much fuds and price crashing despite earnings is so much higher than last year.the spring is loading!&nbsp;Get ready!","text":"$AMC Entertainment(AMC)$So much fuds and price crashing despite earnings is so much higher than last year.the spring is loading! 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