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JLX
2021-10-19
$Altimeter Growth Corp.(AGC)$
Is it gonna happen in year end ?
JLX
2021-10-17
$BlackBerry(BB)$
Sad
JLX
2021-10-13
$Tiger Brokers(TIGR)$
can
JLX
2021-10-04
$Altimeter Growth Corp.(AGC)$
Ok
JLX
2021-10-03
$FB 20211008 290.0 PUT(FB)$
Ok
JLX
2021-10-03
$Tiger Brokers(TIGR)$
Ok
JLX
2021-09-30
$Alzamend Neuro, Inc(ALZN)$
Sad
JLX
2021-09-30
Any lower
JLX
2021-09-29
$BlackBerry(BB)$
Sad!
JLX
2021-09-24
$Altimeter Growth Corp.(AGC)$
Seizzzz
JLX
2021-09-23
$FB 20211001 275.0 PUT(FB)$
yeah
JLX
2021-09-20
No hope
JLX
2021-09-18
$Altimeter Growth Corp.(AGC)$
Sad
JLX
2021-09-17
Yes
抱歉,原内容已删除
JLX
2021-09-15
$Altimeter Growth Corp.(AGC)$
When is the spac?
JLX
2021-09-14
$Altimeter Growth Corp.(AGC)$
Spac !
JLX
2021-09-14
Yea tesla
JLX
2021-09-13
$Alzamend Neuro, Inc(ALZN)$
Sad
JLX
2021-09-11
$BlackBerry(BB)$
omo
JLX
2021-09-08
Still tesla
5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>
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Inc(ALZN)$Sad","images":[{"img":"https://static.tigerbbs.com/61975fdc7c0a53848df63a5de7ed4462","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865520520","isVote":1,"tweetType":1,"viewCount":4355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865520101,"gmtCreate":1633003666953,"gmtModify":1633003667409,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"Any lower","listText":"Any lower","text":"Any 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href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Sad!","text":"$BlackBerry(BB)$Sad!","images":[{"img":"https://static.tigerbbs.com/7ea2339d06d3a558fda2dc2e64668231","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862777268","isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":861384528,"gmtCreate":1632458324164,"gmtModify":1632465279082,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>Seizzzz","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>Seizzzz","text":"$Altimeter Growth Corp.(AGC)$Seizzzz","images":[{"img":"https://static.tigerbbs.com/7ea0a9522fb5f7cb4feb8b960e9990b2","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861384528","isVote":1,"tweetType":1,"viewCount":3836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":863511698,"gmtCreate":1632405478114,"gmtModify":1632731993626,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FB\">$FB 20211001 275.0 PUT(FB)$</a>yeah ","listText":"<a href=\"https://laohu8.com/S/FB\">$FB 20211001 275.0 PUT(FB)$</a>yeah ","text":"$FB 20211001 275.0 PUT(FB)$yeah","images":[{"img":"https://static.tigerbbs.com/edd27c2b883d51abbe3473b8eb19d820","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863511698","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860124116,"gmtCreate":1632147242635,"gmtModify":1632802527383,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"No hope","listText":"No hope","text":"No 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Corp.(AGC)$Sad","images":[{"img":"https://static.tigerbbs.com/5bccff1a41065cfd95ceddfd71fb9d38","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887900196","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":884397663,"gmtCreate":1631854074252,"gmtModify":1631890467254,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"Yes ","listText":"Yes ","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884397663","repostId":"1189230305","repostType":4,"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882507843,"gmtCreate":1631703379982,"gmtModify":1631886475394,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>When is the spac? ","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>When is the spac? ","text":"$Altimeter Growth Corp.(AGC)$When is the spac?","images":[{"img":"https://static.tigerbbs.com/d15322514e6999d18495676b1d4590ff","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882507843","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":886400480,"gmtCreate":1631611052040,"gmtModify":1631886708194,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>Spac ! ","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>Spac ! ","text":"$Altimeter Growth Corp.(AGC)$Spac !","images":[{"img":"https://static.tigerbbs.com/baaf5a159ca6423ecdc09b7bd103a989","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886400480","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":886211485,"gmtCreate":1631593875447,"gmtModify":1631890467256,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"Yea tesla ","listText":"Yea tesla ","text":"Yea tesla","images":[{"img":"https://static.tigerbbs.com/47f3a6b4aff16f1c610b11b73a92ec59","width":"1125","height":"2452"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886211485","isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":886953859,"gmtCreate":1631545329571,"gmtModify":1631888102584,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ALZN\">$Alzamend Neuro, Inc(ALZN)$</a>Sad ","listText":"<a href=\"https://laohu8.com/S/ALZN\">$Alzamend Neuro, Inc(ALZN)$</a>Sad ","text":"$Alzamend Neuro, Inc(ALZN)$Sad","images":[{"img":"https://static.tigerbbs.com/bc90209e318c46a56edffa3accdd50a5","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886953859","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881557510,"gmtCreate":1631369192630,"gmtModify":1631885069339,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>omo ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>omo ","text":"$BlackBerry(BB)$omo","images":[{"img":"https://static.tigerbbs.com/8323c7db64464d6720330748d9cd1460","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881557510","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":889325634,"gmtCreate":1631110692928,"gmtModify":1631890467256,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"Still tesla","listText":"Still tesla","text":"Still tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889325634","repostId":"1175171654","repostType":4,"repost":{"id":"1175171654","kind":"news","pubTimestamp":1631093315,"share":"https://www.laohunote.com/m/news/1175171654?lang=zh_CN&edition=full","pubTime":"2021-09-08 17:28","market":"us","language":"en","title":"5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175171654","media":"Barron's","summary":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than j","content":"<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计,或者说单股,小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他还为成长型投资者提供了其他选择,以及一只新的主动管理型 ETF:未来基金(股票代码:FFND),旨在利用他认为正在改变世界的 10 个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从事投资已有约 30 年的历史,于 1992 年在伯恩斯坦担任研究分析师。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>伯恩斯坦之后,布莱克转向买方,在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和伊耿等。在 Aegon 之后短暂休息后,Black 进入了主动管理 ETF 的世界。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他接受了《巴伦周刊》的采访,谈论了他的新基金、他的投资方式以及他投资的一些股票。接下来是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊:</b>我们可能必须从特斯拉 (TSLA) 开始。您如何估值特斯拉股票?</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色:</b>我认为全球[汽车销量]将在大约五年内达到何种水平,我认为电动汽车的采用——到 2025 年将达到 25%。这就是特斯拉的巨大投资争议:随着竞争对手进入市场,它能否保持其大约 25% 的电动汽车份额?如果可以的话,2025 年我的收入将达到 32 美元左右。即使我把它放在 50 倍上,考虑到预计平均年收入增长 55%,这个数字也相当低。我得到1600美元的价格。这相当于今天的 1100 美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是大争议吗?自动驾驶汽车呢?</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要再说特斯拉的估值相当于每股 1,000 美元是因为电动汽车业务。然后因为机器人出租车又赚了1000美元。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像 Waymo 这样的特斯拉机器人出租车不会成为一件事吗?</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你会有商用机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉领先,但竞争对手,尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>提供更昂贵的系统,包括视觉、激光雷达、雷达和高清测绘,使他们能够缩小差距。每个人最终都会到达那里——埃隆说过。特斯拉的功能仍将让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>你为什么要创办未来基金ETF?</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的 10 个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么?</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是:[1]24/7信息和娱乐,[2]社交网络,[3]移动性-在任何地方工作-[4]电子商务,[5]金融科技创新,[6]大数据和安全,[7]人们寿命更长,[8]生活方式改善,[9]自动化和[10]可持续性。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此,我们试图做的是寻找那些拥有大趋势作为推动力的公司。第一,我们寻求高增长,20%的收入增长。我们正在寻找未杠杆化的品牌,也就是说,在某个细分市场非常成功,并将其带入其他细分市场的品牌,或者在一个地区取得成功并能走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二,我们在寻找投资争议。我们正在寻找一个存在争议、投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是什么样的?</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去,我谈谈。我们与许多竞争对手交谈。当我还是分析师的时候,我经常做焦点小组。花 2000 美元,你可以让 10 个人挤在一个房间里,然后问他们为什么不喜欢Beyond Meat [BYND] 和不可能 [Foods]。我们通常可以找到给我回答争议的研究优势的信息。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合?</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们希望作品集具有高度的说服力,即不超过 40 个名字。前10名的名字约占投资组合的40%。所以这对我来说是一种崇高的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常强的买卖纪律。当我们将某样东西放入投资组合时,我们希望它至少有2:1的风险调整后的上行与下行。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉,你还喜欢什么?</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有Google[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>],这正在改变世界。谷歌和特斯拉一样,都是大盘股。但是我们认为你管是24/7的信息和娱乐。YouTube被严重低估了。他们仍在将[搜索]货币化。它有15%到20%的良好收入增长。按预期市盈率的 22 倍计算,这对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>我们的另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥墨西哥烧烤</a>[CMG]。它符合健康饮食、保持健康的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷玉米饼,这将在第三季度获得15%的同店销售优惠。这对我们来说是一只很棒的股票。不便宜。但它有高增长。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样?</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的有争议的名字之一是腾讯控股 [TCEHY]。它是世界上最大的互联网公司之一。拥有12亿微信用户。我们认为,中国监管方面的担忧被夸大了。腾讯控股目前的市盈率约为明年市盈率的 25 倍。我们预计至少在未来几年内收入可能会增长 20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将把它看涨期权为气候变化股票。因为气候变化正在发生,你有很多野火。你有很多不正常的天气模式。在今天的新家中,人们最常见的功能之一是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭电池存储会扰乱Generac的销售吗?</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac 系统起价 2,000 美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个?</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子,Snap是每个人都在使用的[应用程序]之一。ARPU(或每用户平均收入)为每年13美元,比一年前增长约30%。今年活跃用户将增长20%左右。你用抖音吗?</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是,18 至 25 岁的人群希望使用的其他东西会更好。抖音是Snap的颠覆者。但是我有这个年龄段的孩子,他们三个,他们都使用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的【成长】。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢,加里。</blockquote></p><p></p>","source":"lsy1610680873436","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>5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</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\">\n5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-09-08 17:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计,或者说单股,小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他还为成长型投资者提供了其他选择,以及一只新的主动管理型 ETF:未来基金(股票代码:FFND),旨在利用他认为正在改变世界的 10 个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从事投资已有约 30 年的历史,于 1992 年在伯恩斯坦担任研究分析师。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>伯恩斯坦之后,布莱克转向买方,在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和伊耿等。在 Aegon 之后短暂休息后,Black 进入了主动管理 ETF 的世界。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他接受了《巴伦周刊》的采访,谈论了他的新基金、他的投资方式以及他投资的一些股票。接下来是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊:</b>我们可能必须从特斯拉 (TSLA) 开始。您如何估值特斯拉股票?</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色:</b>我认为全球[汽车销量]将在大约五年内达到何种水平,我认为电动汽车的采用——到 2025 年将达到 25%。这就是特斯拉的巨大投资争议:随着竞争对手进入市场,它能否保持其大约 25% 的电动汽车份额?如果可以的话,2025 年我的收入将达到 32 美元左右。即使我把它放在 50 倍上,考虑到预计平均年收入增长 55%,这个数字也相当低。我得到1600美元的价格。这相当于今天的 1100 美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是大争议吗?自动驾驶汽车呢?</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要再说特斯拉的估值相当于每股 1,000 美元是因为电动汽车业务。然后因为机器人出租车又赚了1000美元。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像 Waymo 这样的特斯拉机器人出租车不会成为一件事吗?</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你会有商用机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉领先,但竞争对手,尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>提供更昂贵的系统,包括视觉、激光雷达、雷达和高清测绘,使他们能够缩小差距。每个人最终都会到达那里——埃隆说过。特斯拉的功能仍将让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>你为什么要创办未来基金ETF?</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的 10 个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么?</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是:[1]24/7信息和娱乐,[2]社交网络,[3]移动性-在任何地方工作-[4]电子商务,[5]金融科技创新,[6]大数据和安全,[7]人们寿命更长,[8]生活方式改善,[9]自动化和[10]可持续性。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此,我们试图做的是寻找那些拥有大趋势作为推动力的公司。第一,我们寻求高增长,20%的收入增长。我们正在寻找未杠杆化的品牌,也就是说,在某个细分市场非常成功,并将其带入其他细分市场的品牌,或者在一个地区取得成功并能走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二,我们在寻找投资争议。我们正在寻找一个存在争议、投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是什么样的?</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去,我谈谈。我们与许多竞争对手交谈。当我还是分析师的时候,我经常做焦点小组。花 2000 美元,你可以让 10 个人挤在一个房间里,然后问他们为什么不喜欢Beyond Meat [BYND] 和不可能 [Foods]。我们通常可以找到给我回答争议的研究优势的信息。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合?</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们希望作品集具有高度的说服力,即不超过 40 个名字。前10名的名字约占投资组合的40%。所以这对我来说是一种崇高的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常强的买卖纪律。当我们将某样东西放入投资组合时,我们希望它至少有2:1的风险调整后的上行与下行。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉,你还喜欢什么?</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有Google[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>],这正在改变世界。谷歌和特斯拉一样,都是大盘股。但是我们认为你管是24/7的信息和娱乐。YouTube被严重低估了。他们仍在将[搜索]货币化。它有15%到20%的良好收入增长。按预期市盈率的 22 倍计算,这对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>我们的另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥墨西哥烧烤</a>[CMG]。它符合健康饮食、保持健康的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷玉米饼,这将在第三季度获得15%的同店销售优惠。这对我们来说是一只很棒的股票。不便宜。但它有高增长。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样?</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的有争议的名字之一是腾讯控股 [TCEHY]。它是世界上最大的互联网公司之一。拥有12亿微信用户。我们认为,中国监管方面的担忧被夸大了。腾讯控股目前的市盈率约为明年市盈率的 25 倍。我们预计至少在未来几年内收入可能会增长 20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将把它看涨期权为气候变化股票。因为气候变化正在发生,你有很多野火。你有很多不正常的天气模式。在今天的新家中,人们最常见的功能之一是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭电池存储会扰乱Generac的销售吗?</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac 系统起价 2,000 美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个?</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子,Snap是每个人都在使用的[应用程序]之一。ARPU(或每用户平均收入)为每年13美元,比一年前增长约30%。今年活跃用户将增长20%左右。你用抖音吗?</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是,18 至 25 岁的人群希望使用的其他东西会更好。抖音是Snap的颠覆者。但是我有这个年龄段的孩子,他们三个,他们都使用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的【成长】。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢,加里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST\">Barron's</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":{"GNRC":"Generac控股","TSLA":"特斯拉","TCEHY":"腾讯控股ADR","SNAP":"Snap Inc","FFND":"One Global ETF"},"source_url":"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175171654","content_text":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a one-trick, or one-stock, pony.\nHe has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.\nThat fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.\nAfter Bernstein, Black moved to the buy-side with stints at Goldman Sachs Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.\nHe sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.\nBarron’s: We probably have to start with Tesla (TSLA). How do you value Tesla stock?\nBlack: I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.\nMarket share is the big controversy? What about self-driving cars?\nStop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.\nTesla robotaxis like Waymo won’t be a thing?\nI think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.\nTesla has a head start, but competitors, especially those from China, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.\nWhy did you start the Future Fund ETF?\nSecular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.\nWhat are they?\nThey are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.\nAnd so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.\nNo. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.\nWhat’s your research process like?\nWe go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.\nAnd how do you build your portfolio?\nWe want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.\nWe think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.\nWhat else do you like, besides Tesla?\nWe have Google [parent Alphabet ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.\nAnother name we have is Chipotle Mexican Grill [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.\nHow about a couple more?\nOne of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.\nGenerac [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.\nCan Generac sales be disrupted by battery storage in homes?\nBattery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.\nOne more?\nSnap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?\nNo.\nThe biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.\nThe monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].\nThanks, Gary.","news_type":1,"symbols_score_info":{"FFND":0.9,"GNRC":0.9,"TSLA":0.9,"TCEHY":0.9,"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":169902107,"gmtCreate":1623811058709,"gmtModify":1634027744263,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"Like and comment pls Tonight bounce back ","listText":"Like and comment pls Tonight bounce back ","text":"Like and comment pls Tonight bounce back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/169902107","repostId":"2143680537","repostType":4,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116968096,"gmtCreate":1622770240715,"gmtModify":1634098198483,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"Like and comment pls Anyone ","listText":"Like and comment pls Anyone ","text":"Like and comment pls Anyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/116968096","repostId":"1182667134","repostType":4,"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120701158,"gmtCreate":1624335645074,"gmtModify":1634007598292,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"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":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/120701158","repostId":"1191349655","repostType":4,"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180518833,"gmtCreate":1623211932222,"gmtModify":1634035744697,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"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":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/180518833","repostId":"1128909306","repostType":4,"repost":{"id":"1128909306","kind":"news","pubTimestamp":1623193560,"share":"https://www.laohunote.com/m/news/1128909306?lang=zh_CN&edition=full","pubTime":"2021-06-09 07:06","market":"us","language":"en","title":"S&P 500 closes little changed as \"meme stocks\" extend rally<blockquote>“模因股票”延续涨势,标普500收盘变化不大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128909306","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of c","content":"<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.</p><p><blockquote>纽约(路透社) - 华尔街股市周二难以维持收盘涨幅,因为缺乏明确的市场催化剂使机构投资者观望,而散户交易员则推动了模因股的持续上涨。</blockquote></p><p>All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&P 500 and the Dow closing within about 0.5% of record highs.</p><p><blockquote>美国三大股指均以接近持平或更高的区间收盘,标普500和道琼斯工业平均指数收盘较历史高点约0.5%。</blockquote></p><p>The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.</p><p><blockquote>科技含量最高的纳斯达克综合指数表现最好,亚马逊和苹果提供了最大的提振。</blockquote></p><p>“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 投资组合经理保罗-诺尔特(Paul Nolte)说:”我们在等待通胀数据,等待(美联储)的更多数据,等待财报季。“目前市场没有太多动力”。</blockquote></p><p>“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.</p><p><blockquote>“诺尔特补充说:”我们将处于这种阴暗地带,直到国庆节刚过,我们才会看到财报季的到来。</blockquote></p><p>The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.</p><p><blockquote>衡量投资者焦虑程度的芝加哥期权交易所波动率指数触及一年多来的最低水平。</blockquote></p><p>Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.</p><p><blockquote>小盘股再次受到持续的模因股票零售狂潮的提振,其表现优于大型同行。</blockquote></p><p>Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.</p><p><blockquote>Clover Health Investments 在 meme 股票中名列前茅,飙升 85.8%,是纳斯达克最大的百分比赢家。</blockquote></p><p>Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath & Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.</p><p><blockquote>其他近期交易量爆炸性的股票,包括游戏驿站公司、Bed Bath & Beyond Inc、Workhorse Group 等,收盘上涨 7% 至 12%。</blockquote></p><p>“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”</p><p><blockquote>“诺尔特说:”(备忘录股票)是活跃的地方,但你把它翻过来,看看加密货币,那就一团糟了。“现在,迷因股正在取代加密货币成为主流,这一切都是非常宽松的货币政策的结果。”</blockquote></p><p>Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.</p><p><blockquote>美国劳工部和全国独立企业联合会的报告似乎证实了劳动力短缺,尽管需求正在复苏,这可能会给工资带来上行压力,这是更广泛通胀的前兆。</blockquote></p><p>Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.</p><p><blockquote>市场参与者期待着周四的消费者价格指数数据,以获取有关通胀的进一步线索,以及它将如何影响美联储收紧货币政策的时间表。</blockquote></p><p>The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.</p><p><blockquote>道琼斯工业平均指数下跌30.42点,跌幅0.09%,报34,599.82点;标普500上涨 0.74 点,或 0.02%,至 4,227.26 点;纳斯达克综合指数上涨 43.19 点,即 0.31%,至 13,924.91 点。</blockquote></p><p>Of the 11 major sectors in the S&P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.</p><p><blockquote>在标普500的11个主要行业中,非必需消费品的百分比涨幅最大,公用事业的跌幅最大。</blockquote></p><p>Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.</p><p><blockquote>根据中国乘用车联会的数据,特斯拉公司5月份中国产电动汽车的销量猛增29%,同比增长177%。消息传出后,该股抹去了最初的涨幅,收盘下跌 0.3%。</blockquote></p><p>Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.</p><p><blockquote>西南航空公司宣布订购了 34 架新的 737 MAX 飞机,提振了波音公司的股价,但该飞机制造商的股价收盘持平。</blockquote></p><p>GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.</p><p><blockquote>游戏驿站是与 Reddit 驱动的空头挤压现象关系密切的公司,预计将在周三收盘后公布季度业绩。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股票的数量比下跌股票的数量多 1.74 比 1;在纳斯达克,1.66比1的比率有利于进步人士。</blockquote></p><p>The S&P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.</p><p><blockquote>标普500创下54个52周新高和一个新低;纳斯达克综合指数创下172个新高和16个新低。</blockquote></p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 118.2 亿股,而过去 20 个交易日的平均成交量为 107.5 亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 closes little changed as \"meme stocks\" extend rally<blockquote>“模因股票”延续涨势,标普500收盘变化不大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-06-09 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.</p><p><blockquote>纽约(路透社) - 华尔街股市周二难以维持收盘涨幅,因为缺乏明确的市场催化剂使机构投资者观望,而散户交易员则推动了模因股的持续上涨。</blockquote></p><p>All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&P 500 and the Dow closing within about 0.5% of record highs.</p><p><blockquote>美国三大股指均以接近持平或更高的区间收盘,标普500和道琼斯工业平均指数收盘较历史高点约0.5%。</blockquote></p><p>The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.</p><p><blockquote>科技含量最高的纳斯达克综合指数表现最好,亚马逊和苹果提供了最大的提振。</blockquote></p><p>“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 投资组合经理保罗-诺尔特(Paul Nolte)说:”我们在等待通胀数据,等待(美联储)的更多数据,等待财报季。“目前市场没有太多动力”。</blockquote></p><p>“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.</p><p><blockquote>“诺尔特补充说:”我们将处于这种阴暗地带,直到国庆节刚过,我们才会看到财报季的到来。</blockquote></p><p>The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.</p><p><blockquote>衡量投资者焦虑程度的芝加哥期权交易所波动率指数触及一年多来的最低水平。</blockquote></p><p>Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.</p><p><blockquote>小盘股再次受到持续的模因股票零售狂潮的提振,其表现优于大型同行。</blockquote></p><p>Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.</p><p><blockquote>Clover Health Investments 在 meme 股票中名列前茅,飙升 85.8%,是纳斯达克最大的百分比赢家。</blockquote></p><p>Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath & Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.</p><p><blockquote>其他近期交易量爆炸性的股票,包括游戏驿站公司、Bed Bath & Beyond Inc、Workhorse Group 等,收盘上涨 7% 至 12%。</blockquote></p><p>“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”</p><p><blockquote>“诺尔特说:”(备忘录股票)是活跃的地方,但你把它翻过来,看看加密货币,那就一团糟了。“现在,迷因股正在取代加密货币成为主流,这一切都是非常宽松的货币政策的结果。”</blockquote></p><p>Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.</p><p><blockquote>美国劳工部和全国独立企业联合会的报告似乎证实了劳动力短缺,尽管需求正在复苏,这可能会给工资带来上行压力,这是更广泛通胀的前兆。</blockquote></p><p>Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.</p><p><blockquote>市场参与者期待着周四的消费者价格指数数据,以获取有关通胀的进一步线索,以及它将如何影响美联储收紧货币政策的时间表。</blockquote></p><p>The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.</p><p><blockquote>道琼斯工业平均指数下跌30.42点,跌幅0.09%,报34,599.82点;标普500上涨 0.74 点,或 0.02%,至 4,227.26 点;纳斯达克综合指数上涨 43.19 点,即 0.31%,至 13,924.91 点。</blockquote></p><p>Of the 11 major sectors in the S&P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.</p><p><blockquote>在标普500的11个主要行业中,非必需消费品的百分比涨幅最大,公用事业的跌幅最大。</blockquote></p><p>Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.</p><p><blockquote>根据中国乘用车联会的数据,特斯拉公司5月份中国产电动汽车的销量猛增29%,同比增长177%。消息传出后,该股抹去了最初的涨幅,收盘下跌 0.3%。</blockquote></p><p>Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.</p><p><blockquote>西南航空公司宣布订购了 34 架新的 737 MAX 飞机,提振了波音公司的股价,但该飞机制造商的股价收盘持平。</blockquote></p><p>GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.</p><p><blockquote>游戏驿站是与 Reddit 驱动的空头挤压现象关系密切的公司,预计将在周三收盘后公布季度业绩。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股票的数量比下跌股票的数量多 1.74 比 1;在纳斯达克,1.66比1的比率有利于进步人士。</blockquote></p><p>The S&P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.</p><p><blockquote>标普500创下54个52周新高和一个新低;纳斯达克综合指数创下172个新高和16个新低。</blockquote></p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 118.2 亿股,而过去 20 个交易日的平均成交量为 107.5 亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX\">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","CLOV":"Clover Health Corp",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128909306","content_text":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&P 500 and the Dow closing within about 0.5% of record highs.The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath & Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.Of the 11 major sectors in the S&P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.The S&P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"CLOV":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119320621,"gmtCreate":1622520955163,"gmtModify":1634100854803,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"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":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/119320621","repostId":"1105273964","repostType":4,"repost":{"id":"1105273964","kind":"news","pubTimestamp":1622511256,"share":"https://www.laohunote.com/m/news/1105273964?lang=zh_CN&edition=full","pubTime":"2021-06-01 09:34","market":"hk","language":"en","title":"Here Are the 11 Best Performing IPOs of the Year<blockquote>以下是今年表现最好的 11 家 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105273964","media":"Barron's","summary":"The market for initial public offerings has recently delivered some great first-day gains for investors who were able to get shares before the companies went public.That left us with 11 names. First up:CureVac, which was the screen’s best-performing IPO and had a total return of 596.75%. CureVac specializes in the messenger RNA, or mRNA, technology that is the basis of several leading Covid-19 vaccine programs. The German biotech company went public inAugust at $16 a shareand soared 249% in its ","content":"<p>The market for initial public offerings has recently delivered some great first-day gains for investors who were able to get shares before the companies went public.</p><p><blockquote>首次公开募股市场最近为那些能够在公司上市前获得股票的投资者带来了一些巨大的首日收益。</blockquote></p><p>But not everyone receives these types of opportunities. Most retail investors have to wait until companies start publicly trading to buy stock.<i>Barron’s</i>looked at businesses that have gone public in the past 12 months to find some strong performers.</p><p><blockquote>但并不是每个人都能得到这类机会。大多数散户投资者必须等到公司开始公开交易才能购买股票。<i>巴伦</i>查看过去 12 个月内上市的企业,寻找一些表现强劲的企业。</blockquote></p><p>First, we searched for companies that listed via a traditional initial public offering: This meant we filtered out businesses that merged withspecial purpose acquisition companies, or SPACs. Then, we searched for companies that went public on either the New York Stock Exchange or the Nasdaq. We also focused on entities that had at least a $1 billion market capitalization. We narrowed our search to companies with the highesttotal returns from their stock offering prices..</p><p><blockquote>首先,我们搜索通过传统首次公开募股上市的公司:这意味着我们过滤掉了与特殊目的收购公司(SPAC)合并的企业。然后,我们搜索了在纽约证券交易所或纳斯达克上市的公司。我们还关注市值至少为 10 亿美元的实体。我们将搜索范围缩小到股票发行价总回报率最高的公司..</blockquote></p><p>That left us with 11 names. First up:CureVac(ticker: CVAC), which was the screen’s best-performing IPO and had a total return of 596.75%. CureVac specializes in the messenger RNA, or mRNA, technology that is the basis of several leading Covid-19 vaccine programs. The German biotech company went public inAugust at $16 a shareand soared 249% in its first day, with the stock closing at $55.90. In January, CureVacstruck a deal with Bayerto accelerate the development and supply of its Covid-19 vaccine candidate. The company’s mRNA-based Covid-19 vaccine is now in clinical trials, and Phase2b/3 data is expected this summer. Since its IPO, the stock has nearly doubled, closingFriday at $111.48 .</p><p><blockquote>这样我们就有了11个名字。排名第一的是 CureVac(股票代码:CVAC),这是 screen 上表现最好的 IPO,总回报率为 596.75%。CureVac专注于信使RNA或mRNA技术,这是几个领先的新冠肺炎疫苗项目的基础。这家德国生物技术公司 8 月份以每股 16 美元的价格上市,首日股价飙升 249%,收于 55.90 美元。一月份,CureVac 与拜耳达成协议,加速其 Covid-19 候选疫苗的开发和供应。该公司基于 mRNA 的 Covid-19 疫苗目前正在进行临床试验,2b/3 期数据预计将于今年夏天公布。自首次公开募股以来,该股已上涨近一倍,周五收于 111.48 美元。</blockquote></p><p>Strong performances need not be dictated by success on the first day of trading. Four of the companies that made our list were busted deals—meaning that their shares fell below their IPO prices on the first day of trading.</p><p><blockquote>强劲的表现并不一定取决于第一天交易的成功。我们名单上的四家公司交易失败了,这意味着它们的股票在交易第一天就跌破了IPO价格。</blockquote></p><p>Case in point:ZIM Integrated Shipping(ZIM). The asset-light shipping company went public in January with a $15 offering price,but closed that day at $11.50. Yet by May 19, ZIM’s stockhad gained 295%after itreported first-quarter earnings of $589.6 million, or $5.35 a share. The companyalso declared a special cash dividend of $2 a share. ZIM is the second-best-performing IPO in the past 12 months, based on a total return of 209.33%, according to FactSet. It closed on Friday at $46.40.</p><p><blockquote>典型案例:以星综合航运(ZIM)。这家轻资产航运公司于 1 月份上市,发行价为 15 美元,但当天收盘价为 11.50 美元。然而,到 5 月 19 日,以星公布第一季度收益为 5.896 亿美元,即每股收益 5.35 美元,其股价上涨了 295%。该公司还宣布派发每股 2 美元的特别现金股息。根据 FactSet 的数据,以星是过去 12 个月中表现第二好的 IPO,总回报率为 209.33%。周五收盘价为 46.40 美元。</blockquote></p><p>Another example isAcademy Sports & Outdoors(ASO): The companywent public in Octoberwith a $13 offering price, with the stock closing at $12.99 during its first day of public trading<b>.</b>Academy was profitable when it went public, a rarity in the IPO market. InMarch, the company reported that its net incomesoared 416%, to $91.5 million, or 97 cents a share, for its fourth fiscal quarter ended Jan. 30. Its shares have nearly tripled since the IPO, and were trading at $36.53 on Friday. Academy Sports ranks third with a total return from the offering price of 181%, FactSet said.</p><p><blockquote>另一个例子是 isAcademy Sports & Outdoors (ASO):该公司于 10 月份上市,发行价为 13 美元,公开交易首日收盘价为 12.99 美元<b>.</b>Academy上市时盈利,这在IPO市场上实属罕见。今年 3 月,该公司报告称,截至 1 月 30 日的第四财季,其净利润增长 416%,达到 9150 万美元,即每股 97 美分。自 IPO 以来,其股价已上涨近两倍,周五交易价格为 36.53 美元。FactSet 表示,Academy Sports 排名第三,发行价总回报率为 181%。</blockquote></p><p>Strong GainersThese companies all went public in the last year and produced high total returns compared to their IPO prices.<img src=\"https://static.tigerbbs.com/9dedc209ede147958c015d3a586bb587\" tg-width=\"630\" tg-height=\"606\">Rounding out this category areCorsair Gaming(CRSR), a California companythat makes performance gear for gamers, and the Dubai-basedYalla Group(YALA), whichmakes a voice-chat app usedin the Middle East and North Africa called Yalla. Both stocks have rebounded strongly after less-than-stellar September IPOs.</p><p><blockquote>强劲的涨幅这些公司都是去年上市的,与 IPO 价格相比,总回报率很高。属于这一类别的还有 Corsair Gaming (CRSR),这是一家为游戏玩家生产性能装备的加州公司,以及总部位于迪拜的 Dyalla Group (YALA),后者生产一款在中东和北非使用的名为 Yalla 的语音聊天应用程序。在 9 月份 IPO 表现不佳后,这两只股票都强劲反弹。</blockquote></p><p>Some companies that made our list soared during their debuts, but have since seen their shares retreat. Still, these companies are producing gains.</p><p><blockquote>一些上榜的公司在首次亮相时股价飙升,但此后股价下跌。尽管如此,这些公司仍在盈利。</blockquote></p><p>ConsiderBigCommerce(BIGC), which provides a cloud e-commerce platform that is used by such customers as SkullCandy, Savannah Bee Co, and the Cleveland Cavaliers.BigCommerce went public in Augustwith a $24 offering price—and the stock soared 201% that day,closing at $72.27. Since the IPO, the shares have fallen nearly 25%, amid a broader technology selloff.</p><p><blockquote>考虑 BigCommerce (BIGC),它提供云电子商务平台,供 SkullCandy、Savannah Bee Co 和 Cleveland Cavaliers 等客户使用。 BigCommerce 于 8 月上市,发行价为 24 美元,股价飙升 201%当天,收于 72.27 美元。自 IPO 以来,由于更广泛的技术抛售,该公司股价已下跌近 25%。</blockquote></p><p>The company, however, has reported some positive developments, like a deal in February that wouldgive BigCommerce customersthe ability to sell directly on Walmart Marketplace. It also reported better-than-expected fourth-quarter results. BigCommerce has produced a total return of nearly 127%, according to FactSet.</p><p><blockquote>然而,该公司报告了一些积极的进展,例如 2 月份的一项交易,该交易将使 BigCommerce 客户能够在沃尔玛市场上直接销售。该公司还公布了好于预期的第四季度业绩。根据 FactSet 的数据,BigCommerce 的总回报率接近 127%。</blockquote></p><p>Other companies have seen their shares jump since going public.Dream Finders Homes (DFH), which designs, builds, and sells homes in high-growth markets, was already profitable when it made its trading debut in January at $13 a share. Shares soared 61%, $20.95 on its first day.Prices for houses in Marchgrew at the fastest rate since 2005, which has helped real estate stocks. Dream Finders stock has gained nearly 52% since its IPO, trading Friday at $31.77. Dream Finders notched a total return from offering price of 144.38%.</p><p><blockquote>其他公司自上市以来股价也大幅上涨。 Dream Finders Homes (DFH) 在高增长市场设计、建造和销售房屋,1 月份以每股 13 美元的价格首次交易时就已经盈利。首日股价飙升 61%,至 20.95 美元。3月份房价以2005年以来最快的速度增长,这对房地产股有所帮助。Dream Finders 股价自 IPO 以来已上涨近 52%,周五交易价格为 31.77 美元。Dream Finders 的发行价总回报率为 144.38%。</blockquote></p><p></p>","source":"lsy1610680873436","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>Here Are the 11 Best Performing IPOs of the Year<blockquote>以下是今年表现最好的 11 家 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\">\nHere Are the 11 Best Performing IPOs of the Year<blockquote>以下是今年表现最好的 11 家 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-06-01 09:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The market for initial public offerings has recently delivered some great first-day gains for investors who were able to get shares before the companies went public.</p><p><blockquote>首次公开募股市场最近为那些能够在公司上市前获得股票的投资者带来了一些巨大的首日收益。</blockquote></p><p>But not everyone receives these types of opportunities. Most retail investors have to wait until companies start publicly trading to buy stock.<i>Barron’s</i>looked at businesses that have gone public in the past 12 months to find some strong performers.</p><p><blockquote>但并不是每个人都能得到这类机会。大多数散户投资者必须等到公司开始公开交易才能购买股票。<i>巴伦</i>查看过去 12 个月内上市的企业,寻找一些表现强劲的企业。</blockquote></p><p>First, we searched for companies that listed via a traditional initial public offering: This meant we filtered out businesses that merged withspecial purpose acquisition companies, or SPACs. Then, we searched for companies that went public on either the New York Stock Exchange or the Nasdaq. We also focused on entities that had at least a $1 billion market capitalization. We narrowed our search to companies with the highesttotal returns from their stock offering prices..</p><p><blockquote>首先,我们搜索通过传统首次公开募股上市的公司:这意味着我们过滤掉了与特殊目的收购公司(SPAC)合并的企业。然后,我们搜索了在纽约证券交易所或纳斯达克上市的公司。我们还关注市值至少为 10 亿美元的实体。我们将搜索范围缩小到股票发行价总回报率最高的公司..</blockquote></p><p>That left us with 11 names. First up:CureVac(ticker: CVAC), which was the screen’s best-performing IPO and had a total return of 596.75%. CureVac specializes in the messenger RNA, or mRNA, technology that is the basis of several leading Covid-19 vaccine programs. The German biotech company went public inAugust at $16 a shareand soared 249% in its first day, with the stock closing at $55.90. In January, CureVacstruck a deal with Bayerto accelerate the development and supply of its Covid-19 vaccine candidate. The company’s mRNA-based Covid-19 vaccine is now in clinical trials, and Phase2b/3 data is expected this summer. Since its IPO, the stock has nearly doubled, closingFriday at $111.48 .</p><p><blockquote>这样我们就有了11个名字。排名第一的是 CureVac(股票代码:CVAC),这是 screen 上表现最好的 IPO,总回报率为 596.75%。CureVac专注于信使RNA或mRNA技术,这是几个领先的新冠肺炎疫苗项目的基础。这家德国生物技术公司 8 月份以每股 16 美元的价格上市,首日股价飙升 249%,收于 55.90 美元。一月份,CureVac 与拜耳达成协议,加速其 Covid-19 候选疫苗的开发和供应。该公司基于 mRNA 的 Covid-19 疫苗目前正在进行临床试验,2b/3 期数据预计将于今年夏天公布。自首次公开募股以来,该股已上涨近一倍,周五收于 111.48 美元。</blockquote></p><p>Strong performances need not be dictated by success on the first day of trading. Four of the companies that made our list were busted deals—meaning that their shares fell below their IPO prices on the first day of trading.</p><p><blockquote>强劲的表现并不一定取决于第一天交易的成功。我们名单上的四家公司交易失败了,这意味着它们的股票在交易第一天就跌破了IPO价格。</blockquote></p><p>Case in point:ZIM Integrated Shipping(ZIM). The asset-light shipping company went public in January with a $15 offering price,but closed that day at $11.50. Yet by May 19, ZIM’s stockhad gained 295%after itreported first-quarter earnings of $589.6 million, or $5.35 a share. The companyalso declared a special cash dividend of $2 a share. ZIM is the second-best-performing IPO in the past 12 months, based on a total return of 209.33%, according to FactSet. It closed on Friday at $46.40.</p><p><blockquote>典型案例:以星综合航运(ZIM)。这家轻资产航运公司于 1 月份上市,发行价为 15 美元,但当天收盘价为 11.50 美元。然而,到 5 月 19 日,以星公布第一季度收益为 5.896 亿美元,即每股收益 5.35 美元,其股价上涨了 295%。该公司还宣布派发每股 2 美元的特别现金股息。根据 FactSet 的数据,以星是过去 12 个月中表现第二好的 IPO,总回报率为 209.33%。周五收盘价为 46.40 美元。</blockquote></p><p>Another example isAcademy Sports & Outdoors(ASO): The companywent public in Octoberwith a $13 offering price, with the stock closing at $12.99 during its first day of public trading<b>.</b>Academy was profitable when it went public, a rarity in the IPO market. InMarch, the company reported that its net incomesoared 416%, to $91.5 million, or 97 cents a share, for its fourth fiscal quarter ended Jan. 30. Its shares have nearly tripled since the IPO, and were trading at $36.53 on Friday. Academy Sports ranks third with a total return from the offering price of 181%, FactSet said.</p><p><blockquote>另一个例子是 isAcademy Sports & Outdoors (ASO):该公司于 10 月份上市,发行价为 13 美元,公开交易首日收盘价为 12.99 美元<b>.</b>Academy上市时盈利,这在IPO市场上实属罕见。今年 3 月,该公司报告称,截至 1 月 30 日的第四财季,其净利润增长 416%,达到 9150 万美元,即每股 97 美分。自 IPO 以来,其股价已上涨近两倍,周五交易价格为 36.53 美元。FactSet 表示,Academy Sports 排名第三,发行价总回报率为 181%。</blockquote></p><p>Strong GainersThese companies all went public in the last year and produced high total returns compared to their IPO prices.<img src=\"https://static.tigerbbs.com/9dedc209ede147958c015d3a586bb587\" tg-width=\"630\" tg-height=\"606\">Rounding out this category areCorsair Gaming(CRSR), a California companythat makes performance gear for gamers, and the Dubai-basedYalla Group(YALA), whichmakes a voice-chat app usedin the Middle East and North Africa called Yalla. Both stocks have rebounded strongly after less-than-stellar September IPOs.</p><p><blockquote>强劲的涨幅这些公司都是去年上市的,与 IPO 价格相比,总回报率很高。属于这一类别的还有 Corsair Gaming (CRSR),这是一家为游戏玩家生产性能装备的加州公司,以及总部位于迪拜的 Dyalla Group (YALA),后者生产一款在中东和北非使用的名为 Yalla 的语音聊天应用程序。在 9 月份 IPO 表现不佳后,这两只股票都强劲反弹。</blockquote></p><p>Some companies that made our list soared during their debuts, but have since seen their shares retreat. Still, these companies are producing gains.</p><p><blockquote>一些上榜的公司在首次亮相时股价飙升,但此后股价下跌。尽管如此,这些公司仍在盈利。</blockquote></p><p>ConsiderBigCommerce(BIGC), which provides a cloud e-commerce platform that is used by such customers as SkullCandy, Savannah Bee Co, and the Cleveland Cavaliers.BigCommerce went public in Augustwith a $24 offering price—and the stock soared 201% that day,closing at $72.27. Since the IPO, the shares have fallen nearly 25%, amid a broader technology selloff.</p><p><blockquote>考虑 BigCommerce (BIGC),它提供云电子商务平台,供 SkullCandy、Savannah Bee Co 和 Cleveland Cavaliers 等客户使用。 BigCommerce 于 8 月上市,发行价为 24 美元,股价飙升 201%当天,收于 72.27 美元。自 IPO 以来,由于更广泛的技术抛售,该公司股价已下跌近 25%。</blockquote></p><p>The company, however, has reported some positive developments, like a deal in February that wouldgive BigCommerce customersthe ability to sell directly on Walmart Marketplace. It also reported better-than-expected fourth-quarter results. BigCommerce has produced a total return of nearly 127%, according to FactSet.</p><p><blockquote>然而,该公司报告了一些积极的进展,例如 2 月份的一项交易,该交易将使 BigCommerce 客户能够在沃尔玛市场上直接销售。该公司还公布了好于预期的第四季度业绩。根据 FactSet 的数据,BigCommerce 的总回报率接近 127%。</blockquote></p><p>Other companies have seen their shares jump since going public.Dream Finders Homes (DFH), which designs, builds, and sells homes in high-growth markets, was already profitable when it made its trading debut in January at $13 a share. Shares soared 61%, $20.95 on its first day.Prices for houses in Marchgrew at the fastest rate since 2005, which has helped real estate stocks. Dream Finders stock has gained nearly 52% since its IPO, trading Friday at $31.77. Dream Finders notched a total return from offering price of 144.38%.</p><p><blockquote>其他公司自上市以来股价也大幅上涨。 Dream Finders Homes (DFH) 在高增长市场设计、建造和销售房屋,1 月份以每股 13 美元的价格首次交易时就已经盈利。首日股价飙升 61%,至 20.95 美元。3月份房价以2005年以来最快的速度增长,这对房地产股有所帮助。Dream Finders 股价自 IPO 以来已上涨近 52%,周五交易价格为 31.77 美元。Dream Finders 的发行价总回报率为 144.38%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/here-are-the-11-best-performing-ipos-of-the-year-51622472529?mod=hp_DAY_0\">Barron's</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/here-are-the-11-best-performing-ipos-of-the-year-51622472529?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105273964","content_text":"The market for initial public offerings has recently delivered some great first-day gains for investors who were able to get shares before the companies went public.But not everyone receives these types of opportunities. Most retail investors have to wait until companies start publicly trading to buy stock.Barron’slooked at businesses that have gone public in the past 12 months to find some strong performers.First, we searched for companies that listed via a traditional initial public offering: This meant we filtered out businesses that merged withspecial purpose acquisition companies, or SPACs. Then, we searched for companies that went public on either the New York Stock Exchange or the Nasdaq. We also focused on entities that had at least a $1 billion market capitalization. We narrowed our search to companies with the highesttotal returns from their stock offering prices..That left us with 11 names. First up:CureVac(ticker: CVAC), which was the screen’s best-performing IPO and had a total return of 596.75%. CureVac specializes in the messenger RNA, or mRNA, technology that is the basis of several leading Covid-19 vaccine programs. The German biotech company went public inAugust at $16 a shareand soared 249% in its first day, with the stock closing at $55.90. In January, CureVacstruck a deal with Bayerto accelerate the development and supply of its Covid-19 vaccine candidate. The company’s mRNA-based Covid-19 vaccine is now in clinical trials, and Phase2b/3 data is expected this summer. Since its IPO, the stock has nearly doubled, closingFriday at $111.48 .Strong performances need not be dictated by success on the first day of trading. Four of the companies that made our list were busted deals—meaning that their shares fell below their IPO prices on the first day of trading.Case in point:ZIM Integrated Shipping(ZIM). The asset-light shipping company went public in January with a $15 offering price,but closed that day at $11.50. Yet by May 19, ZIM’s stockhad gained 295%after itreported first-quarter earnings of $589.6 million, or $5.35 a share. The companyalso declared a special cash dividend of $2 a share. ZIM is the second-best-performing IPO in the past 12 months, based on a total return of 209.33%, according to FactSet. It closed on Friday at $46.40.Another example isAcademy Sports & Outdoors(ASO): The companywent public in Octoberwith a $13 offering price, with the stock closing at $12.99 during its first day of public trading.Academy was profitable when it went public, a rarity in the IPO market. InMarch, the company reported that its net incomesoared 416%, to $91.5 million, or 97 cents a share, for its fourth fiscal quarter ended Jan. 30. Its shares have nearly tripled since the IPO, and were trading at $36.53 on Friday. Academy Sports ranks third with a total return from the offering price of 181%, FactSet said.Strong GainersThese companies all went public in the last year and produced high total returns compared to their IPO prices.Rounding out this category areCorsair Gaming(CRSR), a California companythat makes performance gear for gamers, and the Dubai-basedYalla Group(YALA), whichmakes a voice-chat app usedin the Middle East and North Africa called Yalla. Both stocks have rebounded strongly after less-than-stellar September IPOs.Some companies that made our list soared during their debuts, but have since seen their shares retreat. Still, these companies are producing gains.ConsiderBigCommerce(BIGC), which provides a cloud e-commerce platform that is used by such customers as SkullCandy, Savannah Bee Co, and the Cleveland Cavaliers.BigCommerce went public in Augustwith a $24 offering price—and the stock soared 201% that day,closing at $72.27. Since the IPO, the shares have fallen nearly 25%, amid a broader technology selloff.The company, however, has reported some positive developments, like a deal in February that wouldgive BigCommerce customersthe ability to sell directly on Walmart Marketplace. It also reported better-than-expected fourth-quarter results. BigCommerce has produced a total return of nearly 127%, according to FactSet.Other companies have seen their shares jump since going public.Dream Finders Homes (DFH), which designs, builds, and sells homes in high-growth markets, was already profitable when it made its trading debut in January at $13 a share. Shares soared 61%, $20.95 on its first day.Prices for houses in Marchgrew at the fastest rate since 2005, which has helped real estate stocks. Dream Finders stock has gained nearly 52% since its IPO, trading Friday at $31.77. Dream Finders notched a total return from offering price of 144.38%.","news_type":1,"symbols_score_info":{"BOTB.UK":0.9}},"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195263244,"gmtCreate":1621297691588,"gmtModify":1634192713297,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/195263244","repostId":"1183166249","repostType":4,"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379285962,"gmtCreate":1618746380556,"gmtModify":1634291131990,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"Like and comment Thanks ","listText":"Like and comment Thanks ","text":"Like and comment Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/379285962","repostId":"1175692875","repostType":4,"repost":{"id":"1175692875","kind":"news","pubTimestamp":1618582708,"share":"https://www.laohunote.com/m/news/1175692875?lang=zh_CN&edition=full","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440 亿美元的期权今天到期:以下是将会发生的变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然今天不是四倍(甚至三倍)魔法日,但今天有很多每周期权将到期,其中五个将毫无价值,而其他期权将为基础价格提供支撑“大头针”。这就是为什么,尽管我们正在享受一个美丽的春季周,但高盛指出,单一股票期权交易活动相对于历史水平有所上升。也就是说,4 月份每日期权交易量较 3 月 30 日年初以来 24 亿美元的低点增长了 70%。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总共有 5,440 亿美元的单只股票期权将于今天到期,其中包括 3,050 亿美元的评级。</b>因此,今天的到期日对于持有大量现值(ATM)期权未平仓合约的股票来说可能非常重要,因为做市商将积极对冲其异常庞大的期权投资组合。这种流动可能会抑制某些股票的波动性,同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易?</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的 Vishal Vivek 所写,在重大到期日,期权交易者会跟踪以下情况:<b>大量未平仓合约将到期。</b>在平价行权(行权价格等于或非常接近当前股价)中有大量到期未平仓合约的情况下,三角洲对冲活动可能会影响标的股票当天的交易。如果做市商或其他对冲其头寸的期权交易者是净多头 ATM 期权,则与到期相关的流动可能会产生抑制股价变动的效果,导致股价以大量未平仓合约结算在罢工点附近。这种情况通常被称为“pin”,对于试图进入/退出股票头寸的大投资者来说,这是一种理想的情况。或者,如果delta-hedgers是净空头ATM期权(具有“负伽马”头寸),他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致拥有大量 ATM 未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此,为了帮助希望抓住日内交易机会的交易者,这里有一个表格,确定了今天到期的大量 ATM 未平仓合约的可能重点股票,并与标的股票的日均交易量进行了比较。正如高盛所说,“<i>如果未平仓合约在股票成交量中占很大比例,那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后,值得一提的是,今天早上我们在 SpotGamma 的朋友们写道,这是一个相当奇怪的运营支出周期,“持续的、近乎机械的出价推动市场走高。我们以前从未见过看涨期权墙像这样 “突破 ”过很多次,但我们在之前的笔记中提到过其他异常现象,比如净看跌期权销售。我们对此有一些理论,并将在一篇较长的文章中发布”。</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法,由于隐含波动性现在已经被压缩(即VIX在新低),现在有更大的潜力出现“长期”波动性。回想一下,最近市场的任何急剧、剧烈下跌是如何被如此迅速地买入的(见下图)。<b>这些突破下跌与创纪录的 VIX 峰值同时发生,但反思性的snap回购将带来与 VIX(即隐含波动率)逆转同等强度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma 的另一个奇怪观察结果:</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动性非常高时,它对市场走势非常敏感,也表明市场预计未来会有更大的波动。一旦市场暂停或触及支撑位,隐含的波动性就会迅速回落。<b>我们经常想到这个类比,如果鲨鱼停止游泳,它就会下沉(部分正确!).如果市场停止下跌,那么隐含的波动性就会下降。</b>因此,正如我们经常谈论的那样,较低的隐含波动率(即较低的VIX)表明做市商必须回购推动反弹的空头对冲。SG 的结论: 目前较低的隐含波动率水平为市场提供了更多的下行火力。从较低的隐含波动率开始,“减缓”了这种反应灵敏的 “snap回调 ”买入机制。此外,当 IV 较低时,伽马值较高,因此伽马翻转可能会有更多的作用。</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>$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440 亿美元的期权今天到期:以下是将会发生的变化</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$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440 亿美元的期权今天到期:以下是将会发生的变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-04-16 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然今天不是四倍(甚至三倍)魔法日,但今天有很多每周期权将到期,其中五个将毫无价值,而其他期权将为基础价格提供支撑“大头针”。这就是为什么,尽管我们正在享受一个美丽的春季周,但高盛指出,单一股票期权交易活动相对于历史水平有所上升。也就是说,4 月份每日期权交易量较 3 月 30 日年初以来 24 亿美元的低点增长了 70%。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总共有 5,440 亿美元的单只股票期权将于今天到期,其中包括 3,050 亿美元的评级。</b>因此,今天的到期日对于持有大量现值(ATM)期权未平仓合约的股票来说可能非常重要,因为做市商将积极对冲其异常庞大的期权投资组合。这种流动可能会抑制某些股票的波动性,同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易?</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的 Vishal Vivek 所写,在重大到期日,期权交易者会跟踪以下情况:<b>大量未平仓合约将到期。</b>在平价行权(行权价格等于或非常接近当前股价)中有大量到期未平仓合约的情况下,三角洲对冲活动可能会影响标的股票当天的交易。如果做市商或其他对冲其头寸的期权交易者是净多头 ATM 期权,则与到期相关的流动可能会产生抑制股价变动的效果,导致股价以大量未平仓合约结算在罢工点附近。这种情况通常被称为“pin”,对于试图进入/退出股票头寸的大投资者来说,这是一种理想的情况。或者,如果delta-hedgers是净空头ATM期权(具有“负伽马”头寸),他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致拥有大量 ATM 未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此,为了帮助希望抓住日内交易机会的交易者,这里有一个表格,确定了今天到期的大量 ATM 未平仓合约的可能重点股票,并与标的股票的日均交易量进行了比较。正如高盛所说,“<i>如果未平仓合约在股票成交量中占很大比例,那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后,值得一提的是,今天早上我们在 SpotGamma 的朋友们写道,这是一个相当奇怪的运营支出周期,“持续的、近乎机械的出价推动市场走高。我们以前从未见过看涨期权墙像这样 “突破 ”过很多次,但我们在之前的笔记中提到过其他异常现象,比如净看跌期权销售。我们对此有一些理论,并将在一篇较长的文章中发布”。</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法,由于隐含波动性现在已经被压缩(即VIX在新低),现在有更大的潜力出现“长期”波动性。回想一下,最近市场的任何急剧、剧烈下跌是如何被如此迅速地买入的(见下图)。<b>这些突破下跌与创纪录的 VIX 峰值同时发生,但反思性的snap回购将带来与 VIX(即隐含波动率)逆转同等强度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma 的另一个奇怪观察结果:</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动性非常高时,它对市场走势非常敏感,也表明市场预计未来会有更大的波动。一旦市场暂停或触及支撑位,隐含的波动性就会迅速回落。<b>我们经常想到这个类比,如果鲨鱼停止游泳,它就会下沉(部分正确!).如果市场停止下跌,那么隐含的波动性就会下降。</b>因此,正如我们经常谈论的那样,较低的隐含波动率(即较低的VIX)表明做市商必须回购推动反弹的空头对冲。SG 的结论: 目前较低的隐含波动率水平为市场提供了更多的下行火力。从较低的隐含波动率开始,“减缓”了这种反应灵敏的 “snap回调 ”买入机制。此外,当 IV 较低时,伽马值较高,因此伽马翻转可能会有更多的作用。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891951039,"gmtCreate":1628321597721,"gmtModify":1633751657392,"author":{"id":"3575719904277494","authorId":"3575719904277494","name":"JLX","avatar":"https://static.tigerbbs.com/8b2b82874072af259f37b9124bc903b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575719904277494","authorIdStr":"3575719904277494"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891951039","repostId":"1159359820","repostType":4,"repost":{"id":"1159359820","kind":"news","pubTimestamp":1628264299,"share":"https://www.laohunote.com/m/news/1159359820?lang=zh_CN&edition=full","pubTime":"2021-08-06 23:38","market":"us","language":"en","title":"Space Race, Nasdaq, IBM, Nvidia: What to Watch When the Stock Market Opens<blockquote>太空竞赛、纳斯达克、IBM、英伟达:股市开盘时值得关注</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159359820","media":"The Wall Street Journal","summary":"Stock futures are higher after Monday’s slide on Wall Street.\n\n\nTo the moon! Well, not quite, butint","content":"<p> <b>Stock futures are higher after Monday’s slide on Wall Street.</b> </p><p><blockquote><b>周一华尔街股市下滑后,股票期货走高。</b></blockquote></p><p> To the moon! Well, not quite, butinto space at leasttoday forJeff Bezos,the billionaire baron of ecommerce. Also not going to the moon isAmazonAMZN-1.19%stock, though it is 0.3% up premarket on Tuesday morning.</p><p><blockquote>去月球!嗯,不完全是,但至少今天对于亿万富翁电子商务大亨杰夫·贝索斯来说是有空间的。AmazonAMZN-1.19% 的股票也没有上涨,尽管周二上午盘前上涨了 0.3%。</blockquote></p><p> <ul> <li>One reason for Mr. Bezos’s rocket ride is the more earthly goal of winning government contracts for the kind of less thrilling scientific projects the provide reliable revenue. His Blue Origin company is playing catch-up withElon Musk’s SpaceX.</li> <li>Mr. Musk’s electric vehicle makerTesla,TSLA-1.55%is getting a bit of a boost Tuesday morning ahead of the open, rising 1% premarket. It is also gaining more attention on the message boards among day traders, according to Topstonks.com. The company reports earnings next Monday and tends to see its stock rise in the days ahead as investors start hoping for exciting announcements.</li> <li>In the wider markets, U.S. stock futures are trending higher ahead of the open following Monday’s broad selloff. S&P 500 futures and Dow futures are up 0.3%, and Nasdaq-100 futures are up 0.4%.</li> <li>Nasdaq the company, not the index, is itself rising premarket, up 1%, after TheWall Street Journal’s exclusivethat it will spin out its Private Market for shares in start-ups that trade among some investors before an initial public offering. The business will go into a standalone joint venture company and get investment from three Wall Street banks and SVB Financial Group, a tech specialist bank.</li> <li>NvidiaNVDA-1.30%is down 0.8% on large volumes following a 3.4% rise Monday. The shares are up nearly 80% over the past year, putting the chip makerinto the top 10list of U.S. public companies. It also executed its four-for-one stock split overnight, which has given some investorsmore ways to trade the stock-performance.</li> <li>International Business MachinesIBM+0.54%is up 2.8% ahead of the open on Tuesday after turning in decent second-quarter numbers Monday after the close. The computing group’s efforts to refocus on cloud-based computing and spin off its old-fashioned IT services business is winning fans among investors. At the same time, it has benefitted from companies beginning to invest again as the economy reopens.</li> </ul> <ul> <li>Advanced Micro DevicesAMD+1.43%is rising up the chat charts on social media platforms, according to Topstonks.com, gaining popularity among retail traders. Its shares are up 0.4% premarket on good volumes following a 0.8% rise Monday.</li> <li>Growing chatter and chunky volumes Tuesday morning for another perennial retail favourite:AMC Entertainment.AMC-3.16%The cinema chain’s shares have taken a bit of a beating so far this month, but they are 1.7% higher premarket Tuesday.</li> <li>Zoom Video CommunicationsZM-3.50%is bouncing slightly Tuesday morning, up 0.4% in premarket trading after a 2.2% drop on Monday when it revealed it would buy customer service software firmFive9.FIVN-3.04%The target’s shares jumped nearly 6% Monday, are down 0.3% premarket.</li> <li>Shares in big U.S. investments banks, which all took a knock Monday with the drop in financial markets, look set to rebound a bit Tuesday:Goldman SachsGS+2.91%andJPMorgan ChaseJPM+2.66%are both up about 0.3%, while andMorgan StanleyMS+1.64%up about 0.5% in premarket trading.</li> <li>Bitcoin dropped below $30,000 Tuesday for the first time in a month.</li> <li>Netflix,NFLX-0.33%United AirlinesUAL-0.71%andChipotle Mexican GrillCMG-0.63%are due to report earnings after Tuesday’s close.</li> </ul> <img src=\"https://static.tigerbbs.com/6454f89ce9900ecbca7664b0da4ff6fa\" tg-width=\"761\" tg-height=\"567\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>贝索斯先生如日中天的一个原因是,他的目标更务实,那就是赢得政府合同,用于那些不那么令人兴奋、能提供可靠收入的科学项目。他的蓝色起源公司正在追赶特隆-马斯克的 SpaceX。</li><li>马斯克先生的电动汽车制造商特斯拉(TSLA-1.55%)在周二上午开盘前获得了一点提振,盘前上涨了 1%。据 Topstonks.com 称,它在日内交易者的留言板上也受到了更多关注。该公司将于下周一公布财报,随着投资者开始期待令人兴奋的公告,其股价往往会在未来几天上涨。</li><li>在大盘方面,美国股指期货在周一大面积抛售后,开盘前呈走高趋势。标普500期货和道琼斯期货上涨0.3%,纳斯达克100指数期货上涨0.4%。</li><li>纳斯达克 在《华尔街日报》独家报道称,该公司将在首次公开募股前分拆其私募市场,用于在部分投资者之间交易的初创企业的股票,而不是该指数,该公司本身在盘前上涨了 1%。该业务将成立一家独立的合资公司,并获得三家华尔街银行和科技专业银行 SVB 金融集团的投资。</li><li>NvidiaNVDA-1.30% 继周一上涨 3.4% 后,成交量下跌 0.8%。过去一年,该芯片制造商的股价上涨了近 80%,跻身美国十大上市公司之列。该公司还在一夜之间实施了四比一的股票分割,这为一些投资者提供了更多交易股票表现的方式。</li><li>国际商业机器公司 IBM+0.54% 周一收盘后公布了不错的第二季度数据,周二开盘前上涨 2.8%。这家计算集团重新专注于云计算并剥离老式 IT 服务业务的努力赢得了投资者的青睐。与此同时,随着经济重新开放,企业开始再次投资,这也使其受益。</li></ul><ul><li>据 Topstonks.com 称,Advanced Micro DevicesAMD+1.43% 正在社交媒体平台上的聊天排行榜上升,在零售商中越来越受欢迎。继周一上涨 0.8% 后,其股价盘前上涨 0.4%,成交量良好。</li><li>周二上午,另一家常年备受喜爱的零售商:AMC Entertainment.AMC-3.16%这家连锁影院的股价本月迄今为止略有下跌,但周二盘前上涨了 1.7%。</li><li>Zoom Video通信SZM-3.50%周二上午小幅反弹,在盘前交易中上涨0.4%,周一该公司透露将收购客户服务软件公司FIVE9.FIVN-3.04%该公司股价周一上涨近6%,盘前下跌0.3%。</li><li>美国大型投资银行的股价周一均因金融市场下跌而受到打击,但周二看起来将小幅反弹:高盛SGS+2.91%和摩根大通PM+2.66%均上涨约0.3%,而摩根士丹利MS+1.64%盘前交易中上涨约0.5%。</li><li>比特币周二一个月来首次跌破 3 万美元。</li><li>Netflix、NFLX-0.33% United AirlinesUAL-0.71% 和 Chipotle Mexican GrillCMG-0.63% 将在周二收盘后公布财报。</li></ul></blockquote></p><p> <ul> <li>Stocks, commodities and other financial marketstook a stumbleMonday on growing concerns about the strength of the post-Covid-19 global recovery.</li> </ul> <b>Corrections & Amplifications</b></p><p><blockquote><ul><li>由于对后 Covid-19 时代全球复苏力度的担忧日益加剧,股市、大宗商品和其他金融市场周一遭遇挫折。</li></ul><b>校正和放大</b></blockquote></p><p> Nvidia shares rose 3.4% on Monday, July 19. An earlier version of this article incorrectly said that they rose 15%. A separate version of the article incorrectly said they rose 3%. (Corrected on Aug. 6)</p><p><blockquote>7 月 19 日星期一,英伟达股价上涨 3.4%。这篇文章的早期版本错误地说他们上涨了15%。这篇文章的另一个版本错误地说他们上涨了3%。(8月6日更正)</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>Space Race, Nasdaq, IBM, Nvidia: What to Watch When the Stock Market Opens<blockquote>太空竞赛、纳斯达克、IBM、英伟达:股市开盘时值得关注</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\">\nSpace Race, Nasdaq, IBM, Nvidia: What to Watch When the Stock Market Opens<blockquote>太空竞赛、纳斯达克、IBM、英伟达:股市开盘时值得关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-06 23:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Stock futures are higher after Monday’s slide on Wall Street.</b> </p><p><blockquote><b>周一华尔街股市下滑后,股票期货走高。</b></blockquote></p><p> To the moon! Well, not quite, butinto space at leasttoday forJeff Bezos,the billionaire baron of ecommerce. Also not going to the moon isAmazonAMZN-1.19%stock, though it is 0.3% up premarket on Tuesday morning.</p><p><blockquote>去月球!嗯,不完全是,但至少今天对于亿万富翁电子商务大亨杰夫·贝索斯来说是有空间的。AmazonAMZN-1.19% 的股票也没有上涨,尽管周二上午盘前上涨了 0.3%。</blockquote></p><p> <ul> <li>One reason for Mr. Bezos’s rocket ride is the more earthly goal of winning government contracts for the kind of less thrilling scientific projects the provide reliable revenue. His Blue Origin company is playing catch-up withElon Musk’s SpaceX.</li> <li>Mr. Musk’s electric vehicle makerTesla,TSLA-1.55%is getting a bit of a boost Tuesday morning ahead of the open, rising 1% premarket. It is also gaining more attention on the message boards among day traders, according to Topstonks.com. The company reports earnings next Monday and tends to see its stock rise in the days ahead as investors start hoping for exciting announcements.</li> <li>In the wider markets, U.S. stock futures are trending higher ahead of the open following Monday’s broad selloff. S&P 500 futures and Dow futures are up 0.3%, and Nasdaq-100 futures are up 0.4%.</li> <li>Nasdaq the company, not the index, is itself rising premarket, up 1%, after TheWall Street Journal’s exclusivethat it will spin out its Private Market for shares in start-ups that trade among some investors before an initial public offering. The business will go into a standalone joint venture company and get investment from three Wall Street banks and SVB Financial Group, a tech specialist bank.</li> <li>NvidiaNVDA-1.30%is down 0.8% on large volumes following a 3.4% rise Monday. The shares are up nearly 80% over the past year, putting the chip makerinto the top 10list of U.S. public companies. It also executed its four-for-one stock split overnight, which has given some investorsmore ways to trade the stock-performance.</li> <li>International Business MachinesIBM+0.54%is up 2.8% ahead of the open on Tuesday after turning in decent second-quarter numbers Monday after the close. The computing group’s efforts to refocus on cloud-based computing and spin off its old-fashioned IT services business is winning fans among investors. At the same time, it has benefitted from companies beginning to invest again as the economy reopens.</li> </ul> <ul> <li>Advanced Micro DevicesAMD+1.43%is rising up the chat charts on social media platforms, according to Topstonks.com, gaining popularity among retail traders. Its shares are up 0.4% premarket on good volumes following a 0.8% rise Monday.</li> <li>Growing chatter and chunky volumes Tuesday morning for another perennial retail favourite:AMC Entertainment.AMC-3.16%The cinema chain’s shares have taken a bit of a beating so far this month, but they are 1.7% higher premarket Tuesday.</li> <li>Zoom Video CommunicationsZM-3.50%is bouncing slightly Tuesday morning, up 0.4% in premarket trading after a 2.2% drop on Monday when it revealed it would buy customer service software firmFive9.FIVN-3.04%The target’s shares jumped nearly 6% Monday, are down 0.3% premarket.</li> <li>Shares in big U.S. investments banks, which all took a knock Monday with the drop in financial markets, look set to rebound a bit Tuesday:Goldman SachsGS+2.91%andJPMorgan ChaseJPM+2.66%are both up about 0.3%, while andMorgan StanleyMS+1.64%up about 0.5% in premarket trading.</li> <li>Bitcoin dropped below $30,000 Tuesday for the first time in a month.</li> <li>Netflix,NFLX-0.33%United AirlinesUAL-0.71%andChipotle Mexican GrillCMG-0.63%are due to report earnings after Tuesday’s close.</li> </ul> <img src=\"https://static.tigerbbs.com/6454f89ce9900ecbca7664b0da4ff6fa\" tg-width=\"761\" tg-height=\"567\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>贝索斯先生如日中天的一个原因是,他的目标更务实,那就是赢得政府合同,用于那些不那么令人兴奋、能提供可靠收入的科学项目。他的蓝色起源公司正在追赶特隆-马斯克的 SpaceX。</li><li>马斯克先生的电动汽车制造商特斯拉(TSLA-1.55%)在周二上午开盘前获得了一点提振,盘前上涨了 1%。据 Topstonks.com 称,它在日内交易者的留言板上也受到了更多关注。该公司将于下周一公布财报,随着投资者开始期待令人兴奋的公告,其股价往往会在未来几天上涨。</li><li>在大盘方面,美国股指期货在周一大面积抛售后,开盘前呈走高趋势。标普500期货和道琼斯期货上涨0.3%,纳斯达克100指数期货上涨0.4%。</li><li>纳斯达克 在《华尔街日报》独家报道称,该公司将在首次公开募股前分拆其私募市场,用于在部分投资者之间交易的初创企业的股票,而不是该指数,该公司本身在盘前上涨了 1%。该业务将成立一家独立的合资公司,并获得三家华尔街银行和科技专业银行 SVB 金融集团的投资。</li><li>NvidiaNVDA-1.30% 继周一上涨 3.4% 后,成交量下跌 0.8%。过去一年,该芯片制造商的股价上涨了近 80%,跻身美国十大上市公司之列。该公司还在一夜之间实施了四比一的股票分割,这为一些投资者提供了更多交易股票表现的方式。</li><li>国际商业机器公司 IBM+0.54% 周一收盘后公布了不错的第二季度数据,周二开盘前上涨 2.8%。这家计算集团重新专注于云计算并剥离老式 IT 服务业务的努力赢得了投资者的青睐。与此同时,随着经济重新开放,企业开始再次投资,这也使其受益。</li></ul><ul><li>据 Topstonks.com 称,Advanced Micro DevicesAMD+1.43% 正在社交媒体平台上的聊天排行榜上升,在零售商中越来越受欢迎。继周一上涨 0.8% 后,其股价盘前上涨 0.4%,成交量良好。</li><li>周二上午,另一家常年备受喜爱的零售商:AMC Entertainment.AMC-3.16%这家连锁影院的股价本月迄今为止略有下跌,但周二盘前上涨了 1.7%。</li><li>Zoom Video通信SZM-3.50%周二上午小幅反弹,在盘前交易中上涨0.4%,周一该公司透露将收购客户服务软件公司FIVE9.FIVN-3.04%该公司股价周一上涨近6%,盘前下跌0.3%。</li><li>美国大型投资银行的股价周一均因金融市场下跌而受到打击,但周二看起来将小幅反弹:高盛SGS+2.91%和摩根大通PM+2.66%均上涨约0.3%,而摩根士丹利MS+1.64%盘前交易中上涨约0.5%。</li><li>比特币周二一个月来首次跌破 3 万美元。</li><li>Netflix、NFLX-0.33% United AirlinesUAL-0.71% 和 Chipotle Mexican GrillCMG-0.63% 将在周二收盘后公布财报。</li></ul></blockquote></p><p> <ul> <li>Stocks, commodities and other financial marketstook a stumbleMonday on growing concerns about the strength of the post-Covid-19 global recovery.</li> </ul> <b>Corrections & Amplifications</b></p><p><blockquote><ul><li>由于对后 Covid-19 时代全球复苏力度的担忧日益加剧,股市、大宗商品和其他金融市场周一遭遇挫折。</li></ul><b>校正和放大</b></blockquote></p><p> Nvidia shares rose 3.4% on Monday, July 19. An earlier version of this article incorrectly said that they rose 15%. A separate version of the article incorrectly said they rose 3%. (Corrected on Aug. 6)</p><p><blockquote>7 月 19 日星期一,英伟达股价上涨 3.4%。这篇文章的早期版本错误地说他们上涨了15%。这篇文章的另一个版本错误地说他们上涨了3%。(8月6日更正)</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/space-race-nvidia-and-ibm-what-to-watch-when-the-market-opens-11626778707?mod=rss_markets_main\">The Wall Street Journal</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":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/space-race-nvidia-and-ibm-what-to-watch-when-the-market-opens-11626778707?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159359820","content_text":"Stock futures are higher after Monday’s slide on Wall Street.\n\n\nTo the moon! Well, not quite, butinto space at leasttoday forJeff Bezos,the billionaire baron of ecommerce. Also not going to the moon isAmazonAMZN-1.19%stock, though it is 0.3% up premarket on Tuesday morning.\n\nOne reason for Mr. Bezos’s rocket ride is the more earthly goal of winning government contracts for the kind of less thrilling scientific projects the provide reliable revenue. His Blue Origin company is playing catch-up withElon Musk’s SpaceX.\nMr. Musk’s electric vehicle makerTesla,TSLA-1.55%is getting a bit of a boost Tuesday morning ahead of the open, rising 1% premarket. It is also gaining more attention on the message boards among day traders, according to Topstonks.com. The company reports earnings next Monday and tends to see its stock rise in the days ahead as investors start hoping for exciting announcements.\nIn the wider markets, U.S. stock futures are trending higher ahead of the open following Monday’s broad selloff. S&P 500 futures and Dow futures are up 0.3%, and Nasdaq-100 futures are up 0.4%.\nNasdaq the company, not the index, is itself rising premarket, up 1%, after TheWall Street Journal’s exclusivethat it will spin out its Private Market for shares in start-ups that trade among some investors before an initial public offering. The business will go into a standalone joint venture company and get investment from three Wall Street banks and SVB Financial Group, a tech specialist bank.\nNvidiaNVDA-1.30%is down 0.8% on large volumes following a 3.4% rise Monday. The shares are up nearly 80% over the past year, putting the chip makerinto the top 10list of U.S. public companies. It also executed its four-for-one stock split overnight, which has given some investorsmore ways to trade the stock-performance.\nInternational Business MachinesIBM+0.54%is up 2.8% ahead of the open on Tuesday after turning in decent second-quarter numbers Monday after the close. The computing group’s efforts to refocus on cloud-based computing and spin off its old-fashioned IT services business is winning fans among investors. At the same time, it has benefitted from companies beginning to invest again as the economy reopens.\n\n\nAdvanced Micro DevicesAMD+1.43%is rising up the chat charts on social media platforms, according to Topstonks.com, gaining popularity among retail traders. Its shares are up 0.4% premarket on good volumes following a 0.8% rise Monday.\nGrowing chatter and chunky volumes Tuesday morning for another perennial retail favourite:AMC Entertainment.AMC-3.16%The cinema chain’s shares have taken a bit of a beating so far this month, but they are 1.7% higher premarket Tuesday.\nZoom Video CommunicationsZM-3.50%is bouncing slightly Tuesday morning, up 0.4% in premarket trading after a 2.2% drop on Monday when it revealed it would buy customer service software firmFive9.FIVN-3.04%The target’s shares jumped nearly 6% Monday, are down 0.3% premarket.\nShares in big U.S. investments banks, which all took a knock Monday with the drop in financial markets, look set to rebound a bit Tuesday:Goldman SachsGS+2.91%andJPMorgan ChaseJPM+2.66%are both up about 0.3%, while andMorgan StanleyMS+1.64%up about 0.5% in premarket trading.\nBitcoin dropped below $30,000 Tuesday for the first time in a month.\nNetflix,NFLX-0.33%United AirlinesUAL-0.71%andChipotle Mexican GrillCMG-0.63%are due to report earnings after Tuesday’s close.\n\n\n\nStocks, commodities and other financial marketstook a stumbleMonday on growing concerns about the strength of the post-Covid-19 global recovery.\n\nCorrections & Amplifications\nNvidia shares rose 3.4% on Monday, July 19. An earlier version of this article incorrectly said that they rose 15%. A separate version of the article incorrectly said they rose 3%. 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