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文氏
2021-04-22
Ohhh good explanation
3 EV Stocks That Are At Important Support Levels And Could Rebound<blockquote>3只处于重要支撑位并可能反弹的电动汽车股票</blockquote>
文氏
2021-04-07
Yay!
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文氏
2021-04-28
Hmmm food for thought
5 Ultra-Popular Growth Stocks With 28% to 56% Upside, According to Wall Street<blockquote>华尔街称 5 只超受欢迎的成长型股票,上涨空间为 28% 至 56%</blockquote>
文氏
2021-05-14
Informative read
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文氏
2021-05-12
Red.....
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文氏
2021-05-11
[流泪]
Should We Fear, Inflation Is Here<blockquote>如果我们害怕,通货膨胀就在这里</blockquote>
文氏
2021-05-05
Omg
"It Could Get Weird": Stocks Puke As "Extreme" Negative Gamma Strikes<blockquote>“情况可能会变得奇怪”:股市因“极端”负伽马射线袭击而呕吐</blockquote>
文氏
2021-05-04
Covid was no where near over but people forgot that ..
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文氏
2021-05-14
Stuck
The Last Two Times This Hit, Stocks Dropped 20% and 50%, Respectively<blockquote>最近两次遭受这种打击,股票分别下跌了 20% 和 50%</blockquote>
文氏
2021-05-11
Oh mannnn..worrying
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去老虎APP查看更多动态
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23:21","market":"us","language":"en","title":"The Last Two Times This Hit, Stocks Dropped 20% and 50%, Respectively<blockquote>最近两次遭受这种打击,股票分别下跌了 20% 和 50%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196862271","media":"zerohedge","summary":"In our last article, I outlined how the rise in inflation has slammed Tech stocks lower.\nBy way of a","content":"<p>In our last article, I outlined how the rise in inflation has slammed Tech stocks lower.</p><p><blockquote>在我们的上一篇文章中,我概述了通胀上升如何导致科技股下跌。</blockquote></p><p> By way of a quick review, Tech, as represented by the NASDAQ is highly sensitive to inflation on an inverse relationship: when inflation rises, Tech stocks collapse and when inflation falls, Tech stocks erupt higher.</p><p><blockquote>快速回顾一下,以纳斯达克为代表的科技股对通货膨胀高度敏感,呈反比关系:当通货膨胀上升时,科技股崩溃,当通货膨胀下降时,科技股爆发走高。</blockquote></p><p> The reason for this is that much of Tech investing is based on growth rates. And if bond yields rise as a result of inflation, bonds become more attractive as an investment, taking away from the appeal of Tech.</p><p><blockquote>原因是大部分科技投资都是基于增长率的。如果债券收益率因通货膨胀而上升,债券作为投资就会变得更具吸引力,从而削弱科技的吸引力。</blockquote></p><p> As I noted yesterday. as inflation entered the financial system in 2020 and began to accelerate in 2021, Tech stocks have struggled. You can see this in the chart below (red rectangle).</p><p><blockquote>正如我昨天提到的。随着通货膨胀在2020年进入金融体系并在2021年开始加速,科技股一直在苦苦挣扎。您可以在下图(红色矩形)中看到这一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6366a605a86374ef9af9de07ae828fd4\" tg-width=\"500\" tg-height=\"606\" referrerpolicy=\"no-referrer\">So, we know that Tech is going to struggle going forward as inflation heats up. But what about the broader market like the S&P 500? Will it collapse too?</p><p><blockquote>因此,我们知道,随着通胀升温,科技将难以前进。但是像标普500这样更广泛的市场呢?它也会崩溃吗?</blockquote></p><p> To figure that out, let’s take a look at the last two inflationary scares in the U.S.</p><p><blockquote>为了弄清楚这一点,让我们来看看美国最近两次通胀恐慌。</blockquote></p><p> The most recent scare occurred in 2010-2011. At that time, the Fed was pretty quick on the uptake and decided to allow its QE 2 program (the cause of the inflationary spike) to end.</p><p><blockquote>最近一次恐慌发生在2010-2011年。当时,美联储很快就接受了,并决定允许其QE 2计划(通胀飙升的原因)结束。</blockquote></p><p> The Fed then waited several months before introducing any new monetary programs. And when it did introduce one, it didn’t involve money printing (instead the Fed used the proceeds from Treasury sales to buy long-date Treasuries through a process called Operation Twist). This was a kind of stealth tightening.</p><p><blockquote>随后,美联储等了几个月才推出任何新的货币计划。而当美联储推出这一政策时,并不涉及印钞(相反,美联储利用国债销售所得通过一个名为“扭曲行动”的过程购买长期国债)。这是一种秘密收紧。</blockquote></p><p> Stocks didn’t like this, collapsing nearly 20%.</p><p><blockquote>股市不喜欢这样,暴跌近 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1fdf95bc30276d330c4bd7a5f62b10d2\" tg-width=\"620\" tg-height=\"376\"></p><p><blockquote></blockquote></p><p> Bear in mind, that was a relatively minor inflationary scare. During the last legitimate inflationary storm in the 1970s-1980s.</p><p><blockquote>请记住,这是一次相对轻微的通胀恐慌。在20世纪70年代至80年代最后一次合法的通货膨胀风暴期间。</blockquote></p><p> During that mess, the Fed was forced to be MUCH more aggressive with its tightening, embarking on two aggressive tightening schedules. It’s worth noting that this triggered two SEVERE recessions (shaded areas).</p><p><blockquote>在那场混乱中,美联储被迫采取更加激进的紧缩政策,开始了两项激进的紧缩计划。值得注意的是,这引发了两次严重的衰退(阴影区域)。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f6ed1ada17beb2066d0017b576e64cc\" tg-width=\"1168\" tg-height=\"450\"></p><p><blockquote></blockquote></p><p> This IMPLODED the stock market, resulting in a roughly 50% decline over the course of 18 months.<img src=\"https://static.tigerbbs.com/3b38c35b81a872044b03ce49014d5e46\" tg-width=\"620\" tg-height=\"376\"></p><p><blockquote>这导致股市内爆,导致 18 个月内下跌约 50%。</blockquote></p><p> So, what will it be this time? Will the Fed engage in a stealth taper as was the case in 2011… or will it tighten monetary policy aggressively as it did in the 1970s and 1980s?</p><p><blockquote>那么,这次会是什么呢?美联储会像2011年那样秘密缩减货币政策吗……还是会像20世纪70年代和80年代那样积极收紧货币政策?</blockquote></p><p> We’ll address that in our next article.</p><p><blockquote>我们将在下一篇文章中讨论这个问题。</blockquote></p><p> in the meantime, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation <b>pay you</b> as it rips through the financial system in the months ahead.</p><p><blockquote>与此同时,我们刚刚发布了一份特别投资报告,内容涉及您可以用来制造通货膨胀的五种秘密投资<b>付给你</b>随着它在未来几个月席卷金融体系。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Last Two Times This Hit, Stocks Dropped 20% and 50%, Respectively<blockquote>最近两次遭受这种打击,股票分别下跌了 20% 和 50%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Last Two Times This Hit, Stocks Dropped 20% and 50%, Respectively<blockquote>最近两次遭受这种打击,股票分别下跌了 20% 和 50%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-13 23:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In our last article, I outlined how the rise in inflation has slammed Tech stocks lower.</p><p><blockquote>在我们的上一篇文章中,我概述了通胀上升如何导致科技股下跌。</blockquote></p><p> By way of a quick review, Tech, as represented by the NASDAQ is highly sensitive to inflation on an inverse relationship: when inflation rises, Tech stocks collapse and when inflation falls, Tech stocks erupt higher.</p><p><blockquote>快速回顾一下,以纳斯达克为代表的科技股对通货膨胀高度敏感,呈反比关系:当通货膨胀上升时,科技股崩溃,当通货膨胀下降时,科技股爆发走高。</blockquote></p><p> The reason for this is that much of Tech investing is based on growth rates. And if bond yields rise as a result of inflation, bonds become more attractive as an investment, taking away from the appeal of Tech.</p><p><blockquote>原因是大部分科技投资都是基于增长率的。如果债券收益率因通货膨胀而上升,债券作为投资就会变得更具吸引力,从而削弱科技的吸引力。</blockquote></p><p> As I noted yesterday. as inflation entered the financial system in 2020 and began to accelerate in 2021, Tech stocks have struggled. You can see this in the chart below (red rectangle).</p><p><blockquote>正如我昨天提到的。随着通货膨胀在2020年进入金融体系并在2021年开始加速,科技股一直在苦苦挣扎。您可以在下图(红色矩形)中看到这一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6366a605a86374ef9af9de07ae828fd4\" tg-width=\"500\" tg-height=\"606\" referrerpolicy=\"no-referrer\">So, we know that Tech is going to struggle going forward as inflation heats up. But what about the broader market like the S&P 500? Will it collapse too?</p><p><blockquote>因此,我们知道,随着通胀升温,科技将难以前进。但是像标普500这样更广泛的市场呢?它也会崩溃吗?</blockquote></p><p> To figure that out, let’s take a look at the last two inflationary scares in the U.S.</p><p><blockquote>为了弄清楚这一点,让我们来看看美国最近两次通胀恐慌。</blockquote></p><p> The most recent scare occurred in 2010-2011. At that time, the Fed was pretty quick on the uptake and decided to allow its QE 2 program (the cause of the inflationary spike) to end.</p><p><blockquote>最近一次恐慌发生在2010-2011年。当时,美联储很快就接受了,并决定允许其QE 2计划(通胀飙升的原因)结束。</blockquote></p><p> The Fed then waited several months before introducing any new monetary programs. And when it did introduce one, it didn’t involve money printing (instead the Fed used the proceeds from Treasury sales to buy long-date Treasuries through a process called Operation Twist). This was a kind of stealth tightening.</p><p><blockquote>随后,美联储等了几个月才推出任何新的货币计划。而当美联储推出这一政策时,并不涉及印钞(相反,美联储利用国债销售所得通过一个名为“扭曲行动”的过程购买长期国债)。这是一种秘密收紧。</blockquote></p><p> Stocks didn’t like this, collapsing nearly 20%.</p><p><blockquote>股市不喜欢这样,暴跌近 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1fdf95bc30276d330c4bd7a5f62b10d2\" tg-width=\"620\" tg-height=\"376\"></p><p><blockquote></blockquote></p><p> Bear in mind, that was a relatively minor inflationary scare. During the last legitimate inflationary storm in the 1970s-1980s.</p><p><blockquote>请记住,这是一次相对轻微的通胀恐慌。在20世纪70年代至80年代最后一次合法的通货膨胀风暴期间。</blockquote></p><p> During that mess, the Fed was forced to be MUCH more aggressive with its tightening, embarking on two aggressive tightening schedules. It’s worth noting that this triggered two SEVERE recessions (shaded areas).</p><p><blockquote>在那场混乱中,美联储被迫采取更加激进的紧缩政策,开始了两项激进的紧缩计划。值得注意的是,这引发了两次严重的衰退(阴影区域)。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f6ed1ada17beb2066d0017b576e64cc\" tg-width=\"1168\" tg-height=\"450\"></p><p><blockquote></blockquote></p><p> This IMPLODED the stock market, resulting in a roughly 50% decline over the course of 18 months.<img src=\"https://static.tigerbbs.com/3b38c35b81a872044b03ce49014d5e46\" tg-width=\"620\" tg-height=\"376\"></p><p><blockquote>这导致股市内爆,导致 18 个月内下跌约 50%。</blockquote></p><p> So, what will it be this time? Will the Fed engage in a stealth taper as was the case in 2011… or will it tighten monetary policy aggressively as it did in the 1970s and 1980s?</p><p><blockquote>那么,这次会是什么呢?美联储会像2011年那样秘密缩减货币政策吗……还是会像20世纪70年代和80年代那样积极收紧货币政策?</blockquote></p><p> We’ll address that in our next article.</p><p><blockquote>我们将在下一篇文章中讨论这个问题。</blockquote></p><p> in the meantime, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation <b>pay you</b> as it rips through the financial system in the months ahead.</p><p><blockquote>与此同时,我们刚刚发布了一份特别投资报告,内容涉及您可以用来制造通货膨胀的五种秘密投资<b>付给你</b>随着它在未来几个月席卷金融体系。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/news/2021-05-13/last-two-times-hit-stocks-dropped-20-and-50-respectively\">zerohedge</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/news/2021-05-13/last-two-times-hit-stocks-dropped-20-and-50-respectively","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196862271","content_text":"In our last article, I outlined how the rise in inflation has slammed Tech stocks lower.\nBy way of a quick review, Tech, as represented by the NASDAQ is highly sensitive to inflation on an inverse relationship: when inflation rises, Tech stocks collapse and when inflation falls, Tech stocks erupt higher.\nThe reason for this is that much of Tech investing is based on growth rates. And if bond yields rise as a result of inflation, bonds become more attractive as an investment, taking away from the appeal of Tech.\nAs I noted yesterday. as inflation entered the financial system in 2020 and began to accelerate in 2021, Tech stocks have struggled. You can see this in the chart below (red rectangle).\nSo, we know that Tech is going to struggle going forward as inflation heats up. But what about the broader market like the S&P 500? Will it collapse too?\nTo figure that out, let’s take a look at the last two inflationary scares in the U.S.\nThe most recent scare occurred in 2010-2011. At that time, the Fed was pretty quick on the uptake and decided to allow its QE 2 program (the cause of the inflationary spike) to end.\nThe Fed then waited several months before introducing any new monetary programs. And when it did introduce one, it didn’t involve money printing (instead the Fed used the proceeds from Treasury sales to buy long-date Treasuries through a process called Operation Twist). This was a kind of stealth tightening.\nStocks didn’t like this, collapsing nearly 20%.\n\nBear in mind, that was a relatively minor inflationary scare. During the last legitimate inflationary storm in the 1970s-1980s.\nDuring that mess, the Fed was forced to be MUCH more aggressive with its tightening, embarking on two aggressive tightening schedules. It’s worth noting that this triggered two SEVERE recessions (shaded areas).\n\nThis IMPLODED the stock market, resulting in a roughly 50% decline over the course of 18 months.\nSo, what will it be this time? Will the Fed engage in a stealth taper as was the case in 2011… or will it tighten monetary policy aggressively as it did in the 1970s and 1980s?\nWe’ll address that in our next article.\nin the meantime, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198310782,"gmtCreate":1620925137746,"gmtModify":1634195230283,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Informative read","listText":"Informative read","text":"Informative read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198310782","repostId":"1116555518","repostType":4,"isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191915440,"gmtCreate":1620833123680,"gmtModify":1634195961583,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Red.....","listText":"Red.....","text":"Red.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/191915440","repostId":"1109603661","repostType":4,"isVote":1,"tweetType":1,"viewCount":3389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193940199,"gmtCreate":1620747860711,"gmtModify":1634196609527,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"[流泪] ","listText":"[流泪] ","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193940199","repostId":"1171091038","repostType":4,"repost":{"id":"1171091038","kind":"news","pubTimestamp":1620745886,"share":"https://www.laohunote.com/m/news/1171091038?lang=zh_CN&edition=full","pubTime":"2021-05-11 23:11","market":"us","language":"en","title":"Should We Fear, Inflation Is Here<blockquote>如果我们害怕,通货膨胀就在这里</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171091038","media":"zerohedge","summary":"It’s becoming hard to ignore inflationary pressures, whether one is a central banker or not. Tech in","content":"<p>It’s becoming hard to ignore inflationary pressures, whether one is a central banker or not. Tech investors are taking notice with Monday’s Nasdaq 100 slump the largest since mid-March, while China’s producer prices accelerated overnight. VIX futures are higher with broad risk aversion setting up for European equities to catch up to the late downbeat U.S. session.</p><p><blockquote>无论是否是央行行长,都很难忽视通胀压力。科技投资者正在关注周一纳斯达克 100 指数创下 3 月中旬以来的最大跌幅,而中国生产者价格隔夜加速上涨。VIX 期货走高,欧洲股市普遍避险情绪为追赶美国股市尾盘的低迷行情奠定了基础。</blockquote></p><p> At least investor jitters that rising inflation could lift bond yields, and sap equities’ appeal could take comfort from real yields. The 10-year U.S. inflation-adjusted benchmark tumbled to three-month lows, keeping nominal yields in check as breakevens jumped to multi-year highs.</p><p><blockquote>至少投资者担心通胀上升可能会推高债券收益率,而 sap 股票的吸引力可能会从实际收益率中得到安慰。美国10年期通胀调整基准跌至三个月低点,随着盈亏平衡点跃升至多年高点,名义收益率受到控制。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e8047b97c104b947668ce19b34f7fd4a\" tg-width=\"1259\" tg-height=\"716\"></p><p><blockquote></blockquote></p><p> Financial conditions reached another record, while evidence of stocks’ rotation remains: S&P 500 energy and financials advanced over the past 5 sessions, value is outperforming growth –- particularly in Europe -- and the RTY/NDX is well, steady –- much like 10-year nominal yields around 1.60%.</p><p><blockquote>金融状况再创新高,而股市轮动的证据依然存在: 标普500能源和金融股在过去 5 个交易日中上涨,价值跑赢增长--尤其是在欧洲--RTY/NDX 表现良好、稳定--与 1.60% 左右的 10 年期名义收益率非常相似。</blockquote></p><p> U.S. labor market frictions look to be adding to inflation fears, with JOLTs data, a leading indicator of hiring, likely to signal workers’ growing pricing power. And the NFIB small business optimism will be watched today for supply side constraints –- last month, job openings that were “hard to fill” reached at least a four-decade high. Of course, labor market dislocations remain and a handful of Fed speakers today will no doubt look to assuage inflation fears and discount near-term tapering risks. Not like Bill Dudley.</p><p><blockquote>美国劳动力市场的摩擦似乎加剧了对通胀的担忧,JOLTs 数据是招聘的领先指标,可能表明工人的定价权正在增强。由于供应方面的限制,NFIB 小企业的乐观情绪今天将受到关注--上个月,“难以填补 ”的职位空缺至少达到了四十年来的新高。当然,劳动力市场的混乱依然存在,今天的一些美联储发言人无疑会寻求缓解通胀担忧并淡化近期缩减规模的风险。不像比尔·达德利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98df6b5f32251d558127766afc21fad8\" tg-width=\"1257\" tg-height=\"710\"></p><p><blockquote></blockquote></p><p> Whether the Fed falls too far behind the curve remains up for debate. Markets, on the other hand, aren’t as comfortable looking through transitory inflation as evidence builds and expectations climb -- that could become a self-fulfilling prophecy after all.</p><p><blockquote>美联储是否落后曲线太多仍有争议。另一方面,随着证据的积累和预期的攀升,市场并不乐意看待短暂的通胀--这毕竟可能成为一个自我实现的预言。</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>Should We Fear, Inflation Is Here<blockquote>如果我们害怕,通货膨胀就在这里</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\">\nShould We Fear, Inflation Is Here<blockquote>如果我们害怕,通货膨胀就在这里</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-11 23:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s becoming hard to ignore inflationary pressures, whether one is a central banker or not. Tech investors are taking notice with Monday’s Nasdaq 100 slump the largest since mid-March, while China’s producer prices accelerated overnight. VIX futures are higher with broad risk aversion setting up for European equities to catch up to the late downbeat U.S. session.</p><p><blockquote>无论是否是央行行长,都很难忽视通胀压力。科技投资者正在关注周一纳斯达克 100 指数创下 3 月中旬以来的最大跌幅,而中国生产者价格隔夜加速上涨。VIX 期货走高,欧洲股市普遍避险情绪为追赶美国股市尾盘的低迷行情奠定了基础。</blockquote></p><p> At least investor jitters that rising inflation could lift bond yields, and sap equities’ appeal could take comfort from real yields. The 10-year U.S. inflation-adjusted benchmark tumbled to three-month lows, keeping nominal yields in check as breakevens jumped to multi-year highs.</p><p><blockquote>至少投资者担心通胀上升可能会推高债券收益率,而 sap 股票的吸引力可能会从实际收益率中得到安慰。美国10年期通胀调整基准跌至三个月低点,随着盈亏平衡点跃升至多年高点,名义收益率受到控制。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e8047b97c104b947668ce19b34f7fd4a\" tg-width=\"1259\" tg-height=\"716\"></p><p><blockquote></blockquote></p><p> Financial conditions reached another record, while evidence of stocks’ rotation remains: S&P 500 energy and financials advanced over the past 5 sessions, value is outperforming growth –- particularly in Europe -- and the RTY/NDX is well, steady –- much like 10-year nominal yields around 1.60%.</p><p><blockquote>金融状况再创新高,而股市轮动的证据依然存在: 标普500能源和金融股在过去 5 个交易日中上涨,价值跑赢增长--尤其是在欧洲--RTY/NDX 表现良好、稳定--与 1.60% 左右的 10 年期名义收益率非常相似。</blockquote></p><p> U.S. labor market frictions look to be adding to inflation fears, with JOLTs data, a leading indicator of hiring, likely to signal workers’ growing pricing power. And the NFIB small business optimism will be watched today for supply side constraints –- last month, job openings that were “hard to fill” reached at least a four-decade high. Of course, labor market dislocations remain and a handful of Fed speakers today will no doubt look to assuage inflation fears and discount near-term tapering risks. Not like Bill Dudley.</p><p><blockquote>美国劳动力市场的摩擦似乎加剧了对通胀的担忧,JOLTs 数据是招聘的领先指标,可能表明工人的定价权正在增强。由于供应方面的限制,NFIB 小企业的乐观情绪今天将受到关注--上个月,“难以填补 ”的职位空缺至少达到了四十年来的新高。当然,劳动力市场的混乱依然存在,今天的一些美联储发言人无疑会寻求缓解通胀担忧并淡化近期缩减规模的风险。不像比尔·达德利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98df6b5f32251d558127766afc21fad8\" tg-width=\"1257\" tg-height=\"710\"></p><p><blockquote></blockquote></p><p> Whether the Fed falls too far behind the curve remains up for debate. Markets, on the other hand, aren’t as comfortable looking through transitory inflation as evidence builds and expectations climb -- that could become a self-fulfilling prophecy after all.</p><p><blockquote>美联储是否落后曲线太多仍有争议。另一方面,随着证据的积累和预期的攀升,市场并不乐意看待短暂的通胀--这毕竟可能成为一个自我实现的预言。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/should-we-fear-inflation-here\">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",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/should-we-fear-inflation-here","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171091038","content_text":"It’s becoming hard to ignore inflationary pressures, whether one is a central banker or not. Tech investors are taking notice with Monday’s Nasdaq 100 slump the largest since mid-March, while China’s producer prices accelerated overnight. VIX futures are higher with broad risk aversion setting up for European equities to catch up to the late downbeat U.S. session.\nAt least investor jitters that rising inflation could lift bond yields, and sap equities’ appeal could take comfort from real yields. The 10-year U.S. inflation-adjusted benchmark tumbled to three-month lows, keeping nominal yields in check as breakevens jumped to multi-year highs.\n\nFinancial conditions reached another record, while evidence of stocks’ rotation remains: S&P 500 energy and financials advanced over the past 5 sessions, value is outperforming growth –- particularly in Europe -- and the RTY/NDX is well, steady –- much like 10-year nominal yields around 1.60%.\nU.S. labor market frictions look to be adding to inflation fears, with JOLTs data, a leading indicator of hiring, likely to signal workers’ growing pricing power. And the NFIB small business optimism will be watched today for supply side constraints –- last month, job openings that were “hard to fill” reached at least a four-decade high. Of course, labor market dislocations remain and a handful of Fed speakers today will no doubt look to assuage inflation fears and discount near-term tapering risks. Not like Bill Dudley.\n\nWhether the Fed falls too far behind the curve remains up for debate. Markets, on the other hand, aren’t as comfortable looking through transitory inflation as evidence builds and expectations climb -- that could become a self-fulfilling prophecy after all.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193954396,"gmtCreate":1620747711515,"gmtModify":1634196610941,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Oh mannnn..worrying ","listText":"Oh mannnn..worrying ","text":"Oh mannnn..worrying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193954396","repostId":"1185197052","repostType":4,"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106713766,"gmtCreate":1620144803055,"gmtModify":1634207457329,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Not surprising","listText":"Not surprising","text":"Not surprising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106713766","repostId":"1174922086","repostType":4,"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106713370,"gmtCreate":1620144731590,"gmtModify":1634207457908,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Omg ","listText":"Omg ","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106713370","repostId":"1195636027","repostType":4,"repost":{"id":"1195636027","kind":"news","pubTimestamp":1620137110,"share":"https://www.laohunote.com/m/news/1195636027?lang=zh_CN&edition=full","pubTime":"2021-05-04 22:05","market":"us","language":"en","title":"\"It Could Get Weird\": Stocks Puke As \"Extreme\" Negative Gamma Strikes<blockquote>“情况可能会变得奇怪”:股市因“极端”负伽马射线袭击而呕吐</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195636027","media":"zerohedge","summary":"Just like late February when we had the firstinflation scare-cum-Treasury tantrum,Tech is breaking d","content":"<p>Just like late February when we had the first<i>inflation scare-cum-Treasury tantrum,</i>Tech is breaking down, and look no further than Amazon for the evidence.</p><p><blockquote>就像二月底我们第一次<i>通货膨胀恐慌和财政部发脾气,</i>科技正在崩溃,亚马逊就是最好的证明。</blockquote></p><p> In just the three days since reporting blowout Q1 earnings which sent its stock to a new all time high, AMZN stock is down over 9% and is on the verge of a correction. Other FAAMGs, most notably Apple which had a just as impressive quarter, are not faring any better.</p><p><blockquote>在公布第一季度财报并将其股价推至历史新高后的短短三天内,AMZN 股价已下跌超过 9%,濒临回调。其他 FAAMG,尤其是苹果,其季度业绩同样令人印象深刻,但情况也好不到哪里去。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c89d66b1ced8ac68b5fb3ff40b54f134\" tg-width=\"500\" tg-height=\"240\"></p><p><blockquote></blockquote></p><p> However, unlike late February when tech was monkeyhammered mostly as a result of sharply surging yields, this time there is the double whammy of deeply negative gamma.</p><p><blockquote>然而,与 2 月下旬不同,当时科技股主要因收益率急剧飙升而遭受重创,这一次出现了深度负伽马的双重打击。</blockquote></p><p> AsSpotGamma wrote overnight, \"both SPY & QQQ remain in negative gamma territory which implies higher relative volatility.\"</p><p><blockquote>AsSpotGamma 隔夜写道,“SPDR标普500指数ETF和 QQQ 均仍处于负伽马区域,这意味着相对波动性较高。”</blockquote></p><p> Nomura's resident x-asset expert, Chalie McElligott, picks on this and in a note this morning writes that while \"there is nothing exceedingly bulky or “whale-like” by itself\", there has<b>\"been a pick-up with broad Vol / Gamma selling from clients in recent weeks.\"</b>The details:</p><p><blockquote>野村证券的常驻 x-asset 专家 Chalie McElligott 对此进行了评论,他在今天上午的一份报告中写道,虽然 “本身并没有什么特别笨重或‘鲸鱼般的’东西”,但<b>“最近几周,客户的销量/伽马销量很高,这是一个回升。”</b>详情:</blockquote></p><p> <ul> <li>This has show via standard overwriter flows in singles and index, but also to the systematic strangle-selling mentioned in the press last week (which looks like the odd-lottish flows in ratios that trade ~3-4x’s a week, while there too is a separate daily overwriter program in one month straddles for example)…<b>all of which has contributed to what has been a very “long gamma” dynamic for Dealers—and thus the “stuck” S&P for about three weeks, pinging around the gravity of the big strikes at 4150-4200</b></li> <li>The %ile rank of the overall $Gamma magnitude across US Equities index has come-off after recent expirations (SPX / SPY consolidated now a middling 56.6%ile $Gamma / IWM 35.9%ile; EEM 37.4%ile); however,<b>Nasdaq / QQQ’s continue to be the epicenter for how broad index movement could get weird, with -$435.8mm $Gamma which is extremely negative at just 3.8%ile</b></li> </ul> <img src=\"https://static.tigerbbs.com/0dbb4e73ce8bc66785a7aa43170b3dc3\" tg-width=\"500\" tg-height=\"648\">Needless to say, negative QQQ gamma + tech selloff = explosive combination, and as McElligott summarizes, \"with this “extreme” negative $Gamma in QQQ,<b>we see Dealers increasingly moving into “short Gamma vs spot” territory as well</b>(Gamma “neutral line” at 339.36 vs spot 333.55); similarly, we currently see Dealers “short Gamma vs spot” too in both IWM (226.19 “neutral line” vs 224.79 spot) and EEM (54.29 “neutral line” vs spot 53.59)\"</p><p><blockquote><ul><li>这既体现在单只和指数中的标准超卖流量上,也体现在上周媒体提到的系统性扼杀式抛售上(这看起来像是每周交易约 3-4 倍的奇数流量,同时还有一个单独的每日超卖计划,例如,一个月跨度)..<b>所有这些都导致了交易商非常 “长伽马 ”的动态--因此标普指数在大约三周的时间里 “停滞不前”,在 4150-4200 点的重大震荡中徘徊。</b></li><li>美国股票指数整体 $Gamma 幅度的 %ile 排名在最近到期后有所下降(SPX / SPDR标普500指数ETF目前盘整为 56.6%,$Gamma / IWM 35.9%;EEM 37.4%);然而,<b>纳斯达克 / QQQ 仍然是指数波动可能变得怪异的中心,-4.358 亿美元的 $Gamma 指数仅为 3.8%,极其负值。</b></li></ul>不用说,负QQQ伽马+科技抛售=爆炸性组合,正如McElligott总结的那样,“在QQQ中出现这种‘极端’的负$Gamma,<b>我们看到经销商也越来越多地进入 “短伽马与现货 ”领域</b>(伽马“中性线”在339.36对点333.55);同样,我们目前在 IWM(226.19 “中性线”对 224.79 现货)和 EEM(54.29 “中性线”对 53.59 现货)中也看到庄家“短伽马对现货”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7be1b134edacd8fc5831a10f026c1d2\" tg-width=\"500\" tg-height=\"311\">Tech's inability to breakout higher has crippled sentiment, and as the Nomura quant concludes, following what had been a strong recovery in April for the Tech sector and “Secular Growth” (aided by the stabilization in USTs and relative “bull-flattening” off the extremes of the March Rates selloff / “bear-steepening”) \"our Nomura Sector Sentiment analysis shows that WoW, we have seen Tech sector sentiment collapse (again)--with an 85.1%ile score a week ago, but today printing down at 53.9%\"</p><p><blockquote>科技股无法突破走高削弱了市场情绪,正如野村证券的量化分析师总结的那样,在4月份科技板块强劲复苏和“长期增长”(得益于USTs的企稳以及3月份利率抛售/“熊市陡峭化”的极端情况下相对“牛市趋平”)之后,“我们的野村证券行业情绪分析表明,哇,我们看到科技行业情绪(再次)崩溃了——一周前ile得分为85.1%,但今天跌至53.9%”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/938a77b986fc7fbbd0450254e29b7dce\" tg-width=\"500\" tg-height=\"277\">And as the tech revulsion spreads, dragging Nasdaq lower...</p><p><blockquote>随着对科技的厌恶蔓延,拖累纳斯达克走低……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35406354f6f369f0aa382d819a26ea4e\" tg-width=\"500\" tg-height=\"260\">... it is starting to hit broader indexesm such as the S&P and Russell...</p><p><blockquote>...它开始打击更广泛的指数,如标准普尔和罗素……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d50bd11171fa55adf45caf3cf0ab389\" tg-width=\"500\" tg-height=\"285\">... which just dipped below its 50dma.</p><p><blockquote>...刚刚跌破 50dma。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b8200d703a1c2d305811eadd35af3c3\" tg-width=\"500\" tg-height=\"227\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"It Could Get Weird\": Stocks Puke As \"Extreme\" Negative Gamma Strikes<blockquote>“情况可能会变得奇怪”:股市因“极端”负伽马射线袭击而呕吐</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"It Could Get Weird\": Stocks Puke As \"Extreme\" Negative Gamma Strikes<blockquote>“情况可能会变得奇怪”:股市因“极端”负伽马射线袭击而呕吐</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-04 22:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Just like late February when we had the first<i>inflation scare-cum-Treasury tantrum,</i>Tech is breaking down, and look no further than Amazon for the evidence.</p><p><blockquote>就像二月底我们第一次<i>通货膨胀恐慌和财政部发脾气,</i>科技正在崩溃,亚马逊就是最好的证明。</blockquote></p><p> In just the three days since reporting blowout Q1 earnings which sent its stock to a new all time high, AMZN stock is down over 9% and is on the verge of a correction. Other FAAMGs, most notably Apple which had a just as impressive quarter, are not faring any better.</p><p><blockquote>在公布第一季度财报并将其股价推至历史新高后的短短三天内,AMZN 股价已下跌超过 9%,濒临回调。其他 FAAMG,尤其是苹果,其季度业绩同样令人印象深刻,但情况也好不到哪里去。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c89d66b1ced8ac68b5fb3ff40b54f134\" tg-width=\"500\" tg-height=\"240\"></p><p><blockquote></blockquote></p><p> However, unlike late February when tech was monkeyhammered mostly as a result of sharply surging yields, this time there is the double whammy of deeply negative gamma.</p><p><blockquote>然而,与 2 月下旬不同,当时科技股主要因收益率急剧飙升而遭受重创,这一次出现了深度负伽马的双重打击。</blockquote></p><p> AsSpotGamma wrote overnight, \"both SPY & QQQ remain in negative gamma territory which implies higher relative volatility.\"</p><p><blockquote>AsSpotGamma 隔夜写道,“SPDR标普500指数ETF和 QQQ 均仍处于负伽马区域,这意味着相对波动性较高。”</blockquote></p><p> Nomura's resident x-asset expert, Chalie McElligott, picks on this and in a note this morning writes that while \"there is nothing exceedingly bulky or “whale-like” by itself\", there has<b>\"been a pick-up with broad Vol / Gamma selling from clients in recent weeks.\"</b>The details:</p><p><blockquote>野村证券的常驻 x-asset 专家 Chalie McElligott 对此进行了评论,他在今天上午的一份报告中写道,虽然 “本身并没有什么特别笨重或‘鲸鱼般的’东西”,但<b>“最近几周,客户的销量/伽马销量很高,这是一个回升。”</b>详情:</blockquote></p><p> <ul> <li>This has show via standard overwriter flows in singles and index, but also to the systematic strangle-selling mentioned in the press last week (which looks like the odd-lottish flows in ratios that trade ~3-4x’s a week, while there too is a separate daily overwriter program in one month straddles for example)…<b>all of which has contributed to what has been a very “long gamma” dynamic for Dealers—and thus the “stuck” S&P for about three weeks, pinging around the gravity of the big strikes at 4150-4200</b></li> <li>The %ile rank of the overall $Gamma magnitude across US Equities index has come-off after recent expirations (SPX / SPY consolidated now a middling 56.6%ile $Gamma / IWM 35.9%ile; EEM 37.4%ile); however,<b>Nasdaq / QQQ’s continue to be the epicenter for how broad index movement could get weird, with -$435.8mm $Gamma which is extremely negative at just 3.8%ile</b></li> </ul> <img src=\"https://static.tigerbbs.com/0dbb4e73ce8bc66785a7aa43170b3dc3\" tg-width=\"500\" tg-height=\"648\">Needless to say, negative QQQ gamma + tech selloff = explosive combination, and as McElligott summarizes, \"with this “extreme” negative $Gamma in QQQ,<b>we see Dealers increasingly moving into “short Gamma vs spot” territory as well</b>(Gamma “neutral line” at 339.36 vs spot 333.55); similarly, we currently see Dealers “short Gamma vs spot” too in both IWM (226.19 “neutral line” vs 224.79 spot) and EEM (54.29 “neutral line” vs spot 53.59)\"</p><p><blockquote><ul><li>这既体现在单只和指数中的标准超卖流量上,也体现在上周媒体提到的系统性扼杀式抛售上(这看起来像是每周交易约 3-4 倍的奇数流量,同时还有一个单独的每日超卖计划,例如,一个月跨度)..<b>所有这些都导致了交易商非常 “长伽马 ”的动态--因此标普指数在大约三周的时间里 “停滞不前”,在 4150-4200 点的重大震荡中徘徊。</b></li><li>美国股票指数整体 $Gamma 幅度的 %ile 排名在最近到期后有所下降(SPX / SPDR标普500指数ETF目前盘整为 56.6%,$Gamma / IWM 35.9%;EEM 37.4%);然而,<b>纳斯达克 / QQQ 仍然是指数波动可能变得怪异的中心,-4.358 亿美元的 $Gamma 指数仅为 3.8%,极其负值。</b></li></ul>不用说,负QQQ伽马+科技抛售=爆炸性组合,正如McElligott总结的那样,“在QQQ中出现这种‘极端’的负$Gamma,<b>我们看到经销商也越来越多地进入 “短伽马与现货 ”领域</b>(伽马“中性线”在339.36对点333.55);同样,我们目前在 IWM(226.19 “中性线”对 224.79 现货)和 EEM(54.29 “中性线”对 53.59 现货)中也看到庄家“短伽马对现货”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7be1b134edacd8fc5831a10f026c1d2\" tg-width=\"500\" tg-height=\"311\">Tech's inability to breakout higher has crippled sentiment, and as the Nomura quant concludes, following what had been a strong recovery in April for the Tech sector and “Secular Growth” (aided by the stabilization in USTs and relative “bull-flattening” off the extremes of the March Rates selloff / “bear-steepening”) \"our Nomura Sector Sentiment analysis shows that WoW, we have seen Tech sector sentiment collapse (again)--with an 85.1%ile score a week ago, but today printing down at 53.9%\"</p><p><blockquote>科技股无法突破走高削弱了市场情绪,正如野村证券的量化分析师总结的那样,在4月份科技板块强劲复苏和“长期增长”(得益于USTs的企稳以及3月份利率抛售/“熊市陡峭化”的极端情况下相对“牛市趋平”)之后,“我们的野村证券行业情绪分析表明,哇,我们看到科技行业情绪(再次)崩溃了——一周前ile得分为85.1%,但今天跌至53.9%”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/938a77b986fc7fbbd0450254e29b7dce\" tg-width=\"500\" tg-height=\"277\">And as the tech revulsion spreads, dragging Nasdaq lower...</p><p><blockquote>随着对科技的厌恶蔓延,拖累纳斯达克走低……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35406354f6f369f0aa382d819a26ea4e\" tg-width=\"500\" tg-height=\"260\">... it is starting to hit broader indexesm such as the S&P and Russell...</p><p><blockquote>...它开始打击更广泛的指数,如标准普尔和罗素……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d50bd11171fa55adf45caf3cf0ab389\" tg-width=\"500\" tg-height=\"285\">... which just dipped below its 50dma.</p><p><blockquote>...刚刚跌破 50dma。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b8200d703a1c2d305811eadd35af3c3\" tg-width=\"500\" tg-height=\"227\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/it-could-get-weird-stocks-puke-extreme-negative-gamma-strikes?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/it-could-get-weird-stocks-puke-extreme-negative-gamma-strikes?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":"1195636027","content_text":"Just like late February when we had the firstinflation scare-cum-Treasury tantrum,Tech is breaking down, and look no further than Amazon for the evidence.\nIn just the three days since reporting blowout Q1 earnings which sent its stock to a new all time high, AMZN stock is down over 9% and is on the verge of a correction. Other FAAMGs, most notably Apple which had a just as impressive quarter, are not faring any better.\n\nHowever, unlike late February when tech was monkeyhammered mostly as a result of sharply surging yields, this time there is the double whammy of deeply negative gamma.\nAsSpotGamma wrote overnight, \"both SPY & QQQ remain in negative gamma territory which implies higher relative volatility.\"\nNomura's resident x-asset expert, Chalie McElligott, picks on this and in a note this morning writes that while \"there is nothing exceedingly bulky or “whale-like” by itself\", there has\"been a pick-up with broad Vol / Gamma selling from clients in recent weeks.\"The details:\n\nThis has show via standard overwriter flows in singles and index, but also to the systematic strangle-selling mentioned in the press last week (which looks like the odd-lottish flows in ratios that trade ~3-4x’s a week, while there too is a separate daily overwriter program in one month straddles for example)…all of which has contributed to what has been a very “long gamma” dynamic for Dealers—and thus the “stuck” S&P for about three weeks, pinging around the gravity of the big strikes at 4150-4200\nThe %ile rank of the overall $Gamma magnitude across US Equities index has come-off after recent expirations (SPX / SPY consolidated now a middling 56.6%ile $Gamma / IWM 35.9%ile; EEM 37.4%ile); however,Nasdaq / QQQ’s continue to be the epicenter for how broad index movement could get weird, with -$435.8mm $Gamma which is extremely negative at just 3.8%ile\n\nNeedless to say, negative QQQ gamma + tech selloff = explosive combination, and as McElligott summarizes, \"with this “extreme” negative $Gamma in QQQ,we see Dealers increasingly moving into “short Gamma vs spot” territory as well(Gamma “neutral line” at 339.36 vs spot 333.55); similarly, we currently see Dealers “short Gamma vs spot” too in both IWM (226.19 “neutral line” vs 224.79 spot) and EEM (54.29 “neutral line” vs spot 53.59)\"\nTech's inability to breakout higher has crippled sentiment, and as the Nomura quant concludes, following what had been a strong recovery in April for the Tech sector and “Secular Growth” (aided by the stabilization in USTs and relative “bull-flattening” off the extremes of the March Rates selloff / “bear-steepening”) \"our Nomura Sector Sentiment analysis shows that WoW, we have seen Tech sector sentiment collapse (again)--with an 85.1%ile score a week ago, but today printing down at 53.9%\"\nAnd as the tech revulsion spreads, dragging Nasdaq lower...\n... it is starting to hit broader indexesm such as the S&P and Russell...\n... which just dipped below its 50dma.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106706972,"gmtCreate":1620142856796,"gmtModify":1634207477613,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"I'm not so sure","listText":"I'm not so sure","text":"I'm not so sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106706972","repostId":"2132178325","repostType":4,"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106708147,"gmtCreate":1620142797889,"gmtModify":1634207478322,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Covid was no where near over but people forgot that .. ","listText":"Covid was no where near over but people forgot that .. ","text":"Covid was no where near over but people forgot that ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106708147","repostId":"1142616846","repostType":4,"isVote":1,"tweetType":1,"viewCount":3205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106703402,"gmtCreate":1620142691606,"gmtModify":1634207479528,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Ahhh..","listText":"Ahhh..","text":"Ahhh..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106703402","repostId":"1107772617","repostType":4,"repost":{"id":"1107772617","kind":"news","pubTimestamp":1620139709,"share":"https://www.laohunote.com/m/news/1107772617?lang=zh_CN&edition=full","pubTime":"2021-05-04 22:48","market":"us","language":"en","title":"Opinion: Why you should worry about the flood of new cash into U.S. stock funds<blockquote>观点:为什么你应该担心新现金涌入美国股票基金</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107772617","media":"MarketWatch","summary":"With investments, popular is not better.U.S. stock funds now are riding a river of new cash from inv","content":"<p><b>With investments, popular is not better.</b>U.S. stock funds now are riding a river of new cash from investors — and that is not a bullish sign.</p><p><blockquote><b>有了投资,受欢迎并没有更好。</b>美国股票基金现在正从投资者那里获得大量新现金——这并不是一个看涨的迹象。</blockquote></p><p>Many investors might see this differently — that a huge influx of cash is positive. In fact, fund flows are a contrarian indicator: the U.S. stock market in the past has performed better when there is a net outflow of cash.</p><p><blockquote>许多投资者可能会有不同的看法——大量现金流入是积极的。事实上,资金流动是一个逆向指标:美国股市过去在现金净流出时表现更好。</blockquote></p><p>The evidence is summarized in the chart below, which plots net inflows of cash to U.S. stock funds (both open-end and exchange-traded funds) by year over the past decade. Notice that in all but two of the years since 2010 there have been net outflows.</p><p><blockquote>下图总结了证据,该图绘制了过去十年美国股票基金(开放式基金和交易所交易基金)每年的现金净流入情况。请注意,自2010年以来,除两年外,所有年份都出现了净流出。</blockquote></p><p><b>Reversal</b></p><p><blockquote><b>逆转</b></blockquote></p><p>Net flows into U.S. equity (open-endded funds and ETF), in billions</p><p><blockquote>流入美国股票(开放式基金和 ETF)的净流量,单位:十亿</blockquote></p><p><img src=\"https://static.tigerbbs.com/0c9c4ef1e3533acd3d248af32cdf728f\" tg-width=\"780\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>This 2010-2020 period was extremely strong for U.S. stocks. Yet over this time U.S. stock funds experienced a net outflow of $741 billion. (Data are from TrimTabs, a part of EPFR, a division of Informa Financial Intelligence.)</p><p><blockquote>2010年至2020年期间美国股市极其强劲。然而,在此期间,美国股票基金经历了 7,410 亿美元的净流出。(数据来自 TrimTabs,TrimTabs 是 Informa Financial Intelligence 旗下 EPFR 的一部分。)</blockquote></p><p>This year so far is seeing a major reversal of this longer-term trend. For the first four months of this year, according to TrimTabs, U.S. equity funds have received net inflows of $142.3 billion. If this pace were to continue for the full year, there would be $427 billion of net inflows in 2021 — retracing more than half the total outflow from 2010 through 2020.</p><p><blockquote>今年到目前为止,这一长期趋势出现了重大逆转。根据TrimTabs的数据,今年前四个月,美国股票基金净流入1423亿美元。如果这一速度持续到全年,2021 年将有 4,270 亿美元的净流入,相当于 2010 年至 2020 年总流出的一半以上。</blockquote></p><p>One study that puts this huge year-to-date inflow in a bearish light appeared last December in the Review of Finance. Entitled “ETF Arbitrage, Non-Fundamental Demand, and Return Predictability,” the study was conducted by David Brown of the University of Arizona, Shaun William Davies of the University of Colorado Boulder and Matthew Ringgenberg of the University of Utah. The researchers found that, on average, the ETFs with the biggest outflows outperformed the ETFs with the biggest inflows for up to a year after these extreme flows.</p><p><blockquote>去年 12 月发表在《金融评论》上的一项研究对今年迄今为止的巨额资金流入持悲观态度。这项题为 “ETF 套利、非基本面需求和回报可预测性 ”的研究由亚利桑那大学的大卫-布朗(David Brown)、科罗拉多大学博尔德分校的肖恩-威廉-戴维斯(Shaun William Davies)和犹他大学的马修-林根伯格(Matthew Ringgenberg)进行。研究人员发现,平均而言,在这些极端资金流出之后的一年内,资金流出最大的 ETF 的表现优于资金流入最大的 ETF。</blockquote></p><p>Another academic study that reached a similar conclusion has been circulating since January. Entitled “Competition for Attention in the ETF Space,” the study was conducted by Itzhak Ben-David and Byungwook Kim of Ohio State University, Francesco Franzoni of the University of Lugano in Switzerland and Rabih Moussawi of Villanova University. The researchers focused on the specialized ETFs that are created to capitalize on investor fads and market trends, and which typically receive a big influx of cash soon after launch. They found that these ETFs over their first five years after launch lag the market on a risk-adjusted basis by 5% per year on average.</p><p><blockquote>另一项得出类似结论的学术研究自1月份以来一直在流传。这项题为 “ETF 领域的注意力竞争 ”的研究由俄亥俄州立大学的 Itzhak Ben-David 和 Byungwook Kim、瑞士卢加诺大学的 Francesco Franzoni 和维拉诺瓦大学的 Rabih Moussawi 进行。研究人员重点关注专门的 ETF,这些 ETF 是为了利用投资者时尚和市场趋势而创建的,并且通常在推出后不久就会获得大量现金流入。他们发现,这些 ETF 在推出后的前五年,经风险调整后,平均每年落后市场 5%。</blockquote></p><p>The tenuous relationship between performance and fund flows is evident also in the accompanying tables. The first lists the 10 ETFs with the best year-to-date returns. The second table lists the 10 ETFs with the largest net inflows. (Return data are from FactSet; flow data are from CFRA Research).</p><p><blockquote>业绩和资金流之间的微妙关系在随附的表格中也很明显。第一个列出了今年迄今为止回报最好的 10 只 ETF。第二张表列出了净流入最大的 10 只 ETF。(返回数据来自FactSet;流量数据来自CFRA Research)。</blockquote></p><p>Notice that none of the funds in the first table appears in the second.</p><p><blockquote>请注意,第一个表中的基金都没有出现在第二个表中。</blockquote></p><p><img src=\"https://static.tigerbbs.com/a2e0354f1f5c9cfd5611c3f6e03c3cee\" tg-width=\"887\" tg-height=\"497\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a5cd98cfa89435ba9ae4a0bfdedd3891\" tg-width=\"830\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opinion: Why you should worry about the flood of new cash into U.S. stock funds<blockquote>观点:为什么你应该担心新现金涌入美国股票基金</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\">\nOpinion: Why you should worry about the flood of new cash into U.S. stock funds<blockquote>观点:为什么你应该担心新现金涌入美国股票基金</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-05-04 22:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>With investments, popular is not better.</b>U.S. stock funds now are riding a river of new cash from investors — and that is not a bullish sign.</p><p><blockquote><b>有了投资,受欢迎并没有更好。</b>美国股票基金现在正从投资者那里获得大量新现金——这并不是一个看涨的迹象。</blockquote></p><p>Many investors might see this differently — that a huge influx of cash is positive. In fact, fund flows are a contrarian indicator: the U.S. stock market in the past has performed better when there is a net outflow of cash.</p><p><blockquote>许多投资者可能会有不同的看法——大量现金流入是积极的。事实上,资金流动是一个逆向指标:美国股市过去在现金净流出时表现更好。</blockquote></p><p>The evidence is summarized in the chart below, which plots net inflows of cash to U.S. stock funds (both open-end and exchange-traded funds) by year over the past decade. Notice that in all but two of the years since 2010 there have been net outflows.</p><p><blockquote>下图总结了证据,该图绘制了过去十年美国股票基金(开放式基金和交易所交易基金)每年的现金净流入情况。请注意,自2010年以来,除两年外,所有年份都出现了净流出。</blockquote></p><p><b>Reversal</b></p><p><blockquote><b>逆转</b></blockquote></p><p>Net flows into U.S. equity (open-endded funds and ETF), in billions</p><p><blockquote>流入美国股票(开放式基金和 ETF)的净流量,单位:十亿</blockquote></p><p><img src=\"https://static.tigerbbs.com/0c9c4ef1e3533acd3d248af32cdf728f\" tg-width=\"780\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>This 2010-2020 period was extremely strong for U.S. stocks. Yet over this time U.S. stock funds experienced a net outflow of $741 billion. (Data are from TrimTabs, a part of EPFR, a division of Informa Financial Intelligence.)</p><p><blockquote>2010年至2020年期间美国股市极其强劲。然而,在此期间,美国股票基金经历了 7,410 亿美元的净流出。(数据来自 TrimTabs,TrimTabs 是 Informa Financial Intelligence 旗下 EPFR 的一部分。)</blockquote></p><p>This year so far is seeing a major reversal of this longer-term trend. For the first four months of this year, according to TrimTabs, U.S. equity funds have received net inflows of $142.3 billion. If this pace were to continue for the full year, there would be $427 billion of net inflows in 2021 — retracing more than half the total outflow from 2010 through 2020.</p><p><blockquote>今年到目前为止,这一长期趋势出现了重大逆转。根据TrimTabs的数据,今年前四个月,美国股票基金净流入1423亿美元。如果这一速度持续到全年,2021 年将有 4,270 亿美元的净流入,相当于 2010 年至 2020 年总流出的一半以上。</blockquote></p><p>One study that puts this huge year-to-date inflow in a bearish light appeared last December in the Review of Finance. Entitled “ETF Arbitrage, Non-Fundamental Demand, and Return Predictability,” the study was conducted by David Brown of the University of Arizona, Shaun William Davies of the University of Colorado Boulder and Matthew Ringgenberg of the University of Utah. The researchers found that, on average, the ETFs with the biggest outflows outperformed the ETFs with the biggest inflows for up to a year after these extreme flows.</p><p><blockquote>去年 12 月发表在《金融评论》上的一项研究对今年迄今为止的巨额资金流入持悲观态度。这项题为 “ETF 套利、非基本面需求和回报可预测性 ”的研究由亚利桑那大学的大卫-布朗(David Brown)、科罗拉多大学博尔德分校的肖恩-威廉-戴维斯(Shaun William Davies)和犹他大学的马修-林根伯格(Matthew Ringgenberg)进行。研究人员发现,平均而言,在这些极端资金流出之后的一年内,资金流出最大的 ETF 的表现优于资金流入最大的 ETF。</blockquote></p><p>Another academic study that reached a similar conclusion has been circulating since January. Entitled “Competition for Attention in the ETF Space,” the study was conducted by Itzhak Ben-David and Byungwook Kim of Ohio State University, Francesco Franzoni of the University of Lugano in Switzerland and Rabih Moussawi of Villanova University. The researchers focused on the specialized ETFs that are created to capitalize on investor fads and market trends, and which typically receive a big influx of cash soon after launch. They found that these ETFs over their first five years after launch lag the market on a risk-adjusted basis by 5% per year on average.</p><p><blockquote>另一项得出类似结论的学术研究自1月份以来一直在流传。这项题为 “ETF 领域的注意力竞争 ”的研究由俄亥俄州立大学的 Itzhak Ben-David 和 Byungwook Kim、瑞士卢加诺大学的 Francesco Franzoni 和维拉诺瓦大学的 Rabih Moussawi 进行。研究人员重点关注专门的 ETF,这些 ETF 是为了利用投资者时尚和市场趋势而创建的,并且通常在推出后不久就会获得大量现金流入。他们发现,这些 ETF 在推出后的前五年,经风险调整后,平均每年落后市场 5%。</blockquote></p><p>The tenuous relationship between performance and fund flows is evident also in the accompanying tables. The first lists the 10 ETFs with the best year-to-date returns. The second table lists the 10 ETFs with the largest net inflows. (Return data are from FactSet; flow data are from CFRA Research).</p><p><blockquote>业绩和资金流之间的微妙关系在随附的表格中也很明显。第一个列出了今年迄今为止回报最好的 10 只 ETF。第二张表列出了净流入最大的 10 只 ETF。(返回数据来自FactSet;流量数据来自CFRA Research)。</blockquote></p><p>Notice that none of the funds in the first table appears in the second.</p><p><blockquote>请注意,第一个表中的基金都没有出现在第二个表中。</blockquote></p><p><img src=\"https://static.tigerbbs.com/a2e0354f1f5c9cfd5611c3f6e03c3cee\" tg-width=\"887\" tg-height=\"497\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a5cd98cfa89435ba9ae4a0bfdedd3891\" tg-width=\"830\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/why-you-should-worry-about-the-flood-of-new-cash-into-u-s-stock-funds-11620102925?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/why-you-should-worry-about-the-flood-of-new-cash-into-u-s-stock-funds-11620102925?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107772617","content_text":"With investments, popular is not better.U.S. stock funds now are riding a river of new cash from investors — and that is not a bullish sign.Many investors might see this differently — that a huge influx of cash is positive. In fact, fund flows are a contrarian indicator: the U.S. stock market in the past has performed better when there is a net outflow of cash.The evidence is summarized in the chart below, which plots net inflows of cash to U.S. stock funds (both open-end and exchange-traded funds) by year over the past decade. Notice that in all but two of the years since 2010 there have been net outflows.ReversalNet flows into U.S. equity (open-endded funds and ETF), in billionsThis 2010-2020 period was extremely strong for U.S. stocks. Yet over this time U.S. stock funds experienced a net outflow of $741 billion. (Data are from TrimTabs, a part of EPFR, a division of Informa Financial Intelligence.)This year so far is seeing a major reversal of this longer-term trend. For the first four months of this year, according to TrimTabs, U.S. equity funds have received net inflows of $142.3 billion. If this pace were to continue for the full year, there would be $427 billion of net inflows in 2021 — retracing more than half the total outflow from 2010 through 2020.One study that puts this huge year-to-date inflow in a bearish light appeared last December in the Review of Finance. Entitled “ETF Arbitrage, Non-Fundamental Demand, and Return Predictability,” the study was conducted by David Brown of the University of Arizona, Shaun William Davies of the University of Colorado Boulder and Matthew Ringgenberg of the University of Utah. The researchers found that, on average, the ETFs with the biggest outflows outperformed the ETFs with the biggest inflows for up to a year after these extreme flows.Another academic study that reached a similar conclusion has been circulating since January. Entitled “Competition for Attention in the ETF Space,” the study was conducted by Itzhak Ben-David and Byungwook Kim of Ohio State University, Francesco Franzoni of the University of Lugano in Switzerland and Rabih Moussawi of Villanova University. The researchers focused on the specialized ETFs that are created to capitalize on investor fads and market trends, and which typically receive a big influx of cash soon after launch. They found that these ETFs over their first five years after launch lag the market on a risk-adjusted basis by 5% per year on average.The tenuous relationship between performance and fund flows is evident also in the accompanying tables. The first lists the 10 ETFs with the best year-to-date returns. The second table lists the 10 ETFs with the largest net inflows. (Return data are from FactSet; flow data are from CFRA Research).Notice that none of the funds in the first table appears in the second.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103586892,"gmtCreate":1619793444716,"gmtModify":1634209876745,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103586892","repostId":"1142070002","repostType":4,"repost":{"id":"1142070002","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619792975,"share":"https://www.laohunote.com/m/news/1142070002?lang=zh_CN&edition=full","pubTime":"2021-04-30 22:29","market":"us","language":"en","title":"NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%,此前下跌近 4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070002","media":"Tiger Newspress","summary":"NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales.","content":"<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来上涨超过5%,此前下跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。要知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来(股票代码:蔚来)是一只高估值、高增长的股票。现在,蔚来看涨者必须决定稳健的盈利是否会战胜增长问题,或者从长远来看,芯片短缺是否会损害该公司。</blockquote></p><p>NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则,蔚来的销售额为 12 亿美元,每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%,比分析师预期高出约 3 个百分点,高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about 0.7%.</p><p><blockquote>不过,该股并没有变动。蔚来于下午 5:30 公布数据。东部时间,盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说:”2021 年伊始,第一季度交付了 20060 辆汽车,创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲,但由于半导体短缺,供应链仍面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”,预计第二季度将交付 21,000 至 22,000 辆汽车,销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年,Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片,解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入,并将该股目标价定为 60 美元。</blockquote></p><p>The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测,但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应,福特优先生产高端汽车。展望未来,福特表示,芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天,福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是,蔚来的市值比福特高出约 50%。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后,分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%,此前下跌近 4%</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\">\nNIO rose more than 5%, after falling nearly 4% before<blockquote>蔚来上涨超过 5%,此前下跌近 4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-30 22:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NIO rose more than 5%, after falling nearly 4% before.</p><p><blockquote>蔚来上涨超过5%,此前下跌近4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/80881ae9e6de48ac5e3733583db3ba9e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>NIO Earnings Looked a Lot Like Ford’s. What to Know.</b></p><p><blockquote><b>蔚来的盈利看起来很像福特。要知道什么。</b></blockquote></p><p>Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.</p><p><blockquote>中国电动汽车制造商蔚来公布的第一季度业绩好于预期。但全球汽车微芯片短缺将在未来几个月影响生产。</blockquote></p><p>NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.</p><p><blockquote>蔚来(股票代码:蔚来)是一只高估值、高增长的股票。现在,蔚来看涨者必须决定稳健的盈利是否会战胜增长问题,或者从长远来看,芯片短缺是否会损害该公司。</blockquote></p><p>NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.</p><p><blockquote>根据调整后的非公认会计准则,蔚来的销售额为 12 亿美元,每股亏损 23 美分。华尔街希望从 11 亿美元的销售额中损失 84 美分。蔚来的企业毛利率为 19.5%,比分析师预期高出约 3 个百分点,高于一年前的负 12%。第一季度业绩看起来稳健。</blockquote></p><p>The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about 0.7%.</p><p><blockquote>不过,该股并没有变动。蔚来于下午 5:30 公布数据。东部时间,盘后交易的股票并不多。蔚来股价周四收盘下跌 5.3%。标准普尔500指数和道琼斯工业平均指数上涨约0.7%。</blockquote></p><p>“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”</p><p><blockquote>“蔚来首席执行官 William Bin Li 在公司新闻稿中说:”2021 年伊始,第一季度交付了 20060 辆汽车,创下了新的季度交付记录。“对我们产品的整体需求仍然相当强劲,但由于半导体短缺,供应链仍面临重大挑战。”</blockquote></p><p>Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.</p><p><blockquote>管理层称其电话会议上的芯片形势 “非常严峻”,预计第二季度将交付 21,000 至 22,000 辆汽车,销售额约为 13 亿美元。华尔街预计销售额为 12 亿美元。但单位交付指引略低于德意志银行分析师Edison Yu的预期。</blockquote></p><p>For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.</p><p><blockquote>全年,Yu 的交付量为 95,000 辆。2021 年上半年可能交付约 42,000 颗芯片,解决全球芯片短缺问题将在很大程度上决定蔚来能否达到俞的数量。</blockquote></p><p>Yu rates NIO shares Buy and has a $60 price target for the stock.</p><p><blockquote>Yu 将蔚来股票评级为买入,并将该股目标价定为 60 美元。</blockquote></p><p>The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.</p><p><blockquote>整个季度感觉有点像福特汽车周三公布的(F)季度。福特公布的销量和盈利远远好于华尔街的预期。销量低于公司的内部预测,但车辆组合的改善使销量超出了街头预测。面对有限的芯片供应,福特优先生产高端汽车。展望未来,福特表示,芯片短缺的影响将达到公司最初 10 亿至 25 亿美元成本指导的上限。</blockquote></p><p>Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.</p><p><blockquote>周三晚间报告发布后的第二天,福特股价周四收盘下跌 9.4%。蔚来第二季度的业绩指引并不像福特那样令人惊讶。蔚来没有全年指导。但很难预测蔚来的股价反应。</blockquote></p><p>Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.</p><p><blockquote>福特的交易价格不到 2022 年预期收益的 7 倍。蔚来预计将于 2022 年实现全年盈利。更重要的是,蔚来的市值比福特高出约 50%。</blockquote></p><p>NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.</p><p><blockquote>蔚来电话会议于东部时间晚上 10 点左右结束。芯片短缺后,分析师们将问题集中在中国电动汽车的竞争和蔚来的扩产上。蔚来正在建立未来几年生产数十万辆汽车的能力。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070002","content_text":"NIO rose more than 5%, after falling nearly 4% before.NIO Earnings Looked a Lot Like Ford’s. What to Know.Chinese electric vehicle maker NIO posted better than expected first quarter results. But the global automotive microchip shortage will hit production in the coming months.NIO (ticker: NIO) is a highly valued, high-growth stock. Now NIO bulls have to decide whether solid earnings will trump the growth hiccup or whether the chip shortage can hurt the company in the long run.NIO lost 23 cents a share on an adjusted, non-GAAP basis, from $1.2 billion in sales. Wall Street was looking for a comparable 84 cent loss from $1.1 billion in sales. NIO’s corporate gross profit margin came in at 19.5%, about 3 percentage points better than analysts projected and up from negative 12% a year ago. First quarter results look solid.The stock isn’t moving though. NIO reported numbers at 5:30 p.m. eastern time and not a lot of stock is trading after hours. NIO shares closed down 5.3% in Thursday trading. TheS&P 500 and Dow Jones Industrial Average rose about 0.7%.“NIO started the year of 2021 with a new quarterly delivery record of 20,060 vehicles in the first quarter,” said CEO William Bin Li in the company’s news release. “The overall demand for our products continues to be quite strong, but the supply chain is still facing significant challenges due to the semiconductor shortage.”Management called the chip situation “very severe” on its conference call and projected 21,000 to 22,000 vehicle deliveries for the second quarter and sales of about $1.3 billion. The Street is projecting $1.2 billion in sales. But the unit delivery guidance is a little lower than Deutsche Bank analyst Edison Yu had expected.For the full year, Yu is modeling 95,000 deliveries. With about 42,000 deliveries likely for the first half of 2021, the resolution of the global chip shortage will go a long way to deciding whether or not NIO can reach Yu’s number.Yu rates NIO shares Buy and has a $60 price target for the stock.The overall quarter feels a little like Ford Motor‘s (F) quarter, which was reported Wednesday. Ford reported sales and earnings far better than Wall Street projected. Unit volumes were below the company’s internal projections, but improving vehicle mix boosted sales beyond Street projections. Ford prioritized making higher-end vehicles in the face of limited chip supply. Looking ahead, Ford said the impact of the chip shortage would be at the high end of the company’s initial $1 billion to $2.5 billion cost guidance.Ford stock close down 9.4% Thursday, the day after the Wednesday evening report. The NIO second-quarter guidance isn’t as surprising as Ford’s. And NIO doesn’t have full-year guidance. But calling NIO’s stock price reaction is difficult.Ford trades for less than 7 times estimated 2022 earnings. NIO is expected to become profitable on a full-year basis in 2022. What’s more, NIO is worth about 50% more than Ford.NIO’s conference call wrapped up about 10 p.m. eastern time. After the chip shortage, analysts focused questions on EV competition in China and NIO’s production expansion. NIO is putting in place capacity to produce hundreds of thousands of vehicles in coming years.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100673831,"gmtCreate":1619613528223,"gmtModify":1634211348655,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Hmmm food for thought ","listText":"Hmmm food for thought ","text":"Hmmm food for thought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100673831","repostId":"1138128459","repostType":4,"repost":{"id":"1138128459","kind":"news","pubTimestamp":1619608043,"share":"https://www.laohunote.com/m/news/1138128459?lang=zh_CN&edition=full","pubTime":"2021-04-28 19:07","market":"us","language":"en","title":"5 Ultra-Popular Growth Stocks With 28% to 56% Upside, According to Wall Street<blockquote>华尔街称 5 只超受欢迎的成长型股票,上涨空间为 28% 至 56%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138128459","media":"Motley Fool","summary":"For 13 months, Wall Street has proved virtually unstoppable. Since hitting a bear market bottom on M","content":"<p>For 13 months, Wall Street has proved virtually unstoppable. Since hitting a bear market bottom on March 23, 2020, the broad-based<b>S&P 500</b>has galloped higher by 87%, through this past weekend. This handily outpaces the average bounce-back rally from a bear-market bottom and leaves the historic average annual return for the benchmark index eating dust.</p><p><blockquote>13个月来,华尔街几乎是不可阻挡的。自2020年3月23日触及熊市底部以来,基础广泛的<b>标普500</b>上周末上涨了 87%。这轻松超过了熊市底部的平均反弹,并使基准指数的历史平均年回报率化为乌有。</blockquote></p><p> Yet even at these lofty levels, Wall Street professionals see value. Based on the consensus one-year price targets of Wall Street analysts, five of the most populargrowth stocksoffer implied upside ranging from a low of 28% to as much as 56%.</p><p><blockquote>然而,即使在这些崇高的水平上,华尔街专业人士也看到了价值。根据华尔街分析师一致的一年目标价,五只最受欢迎的成长型股票暗示上涨空间从最低的 28% 到高达 56%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d19c9dd5972bb303415e3fb9e20fb2d4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Shopify: Implied upside of 31%</p><p><blockquote>Shopify:隐含上涨空间 31%</blockquote></p><p> First up is my absolute favorite software-as-a-service (SaaS) stock,<b>Shopify</b>(NYSE:SHOP). Even after gaining more than 1,000% over the past 3.5 years, Wall Street believes the company's stock offers an additional 31% upside to $1,434 a share over the next year.</p><p><blockquote>首先是我最喜欢的软件即服务(SaaS)股票,<b>商店</b>(纽约证券交易所代码:商店)。即使在过去 3.5 年上涨超过 1,000% 之后,华尔街认为该公司的股票明年仍将上涨 31%,达到每股 1,434 美元。</blockquote></p><p> Shopify's operating model of providing cloud-based e-commerce solutions to (primarily) small businessescouldn't be in a better place at the moment. Although it was initially hit by the pandemic with virtually all other retail-oriented companies, it quickly became apparent that Shopify's e-commerce platform would be a logical beneficiary as businesses shifted course and pushed online. The result was a 96% increase in gross merchandise value (GMV) transacted across its platform in 2020 to $119.6 billion. Over the past six years, GMV has grown at a compound annual rate of 77.7%.</p><p><blockquote>Shopify 为(主要)小型企业提供基于云的电子商务解决方案的运营模式目前再好不过了。尽管 Shopify 最初与几乎所有其他面向零售的公司一起受到了疫情的打击,但随着企业转变方向并转向线上,Shopify 的电子商务平台很快就变得显而易见,它将成为一个合乎逻辑的受益者。结果是,2020 年其平台上的商品总价值 (GMV) 增长了 96%,达到 1196 亿美元。在过去的六年里,GMV以77.7%的复合年增长率增长。</blockquote></p><p> What's made Shopify tick is both the discovery of the platform by new merchants and the ability to snag worthwhile deals with major retailers. The number of consumers using the platform increased by approximately 52% last year to 457 million. Meanwhile, itpartneredwith the likes of<b>Walmart</b> and<b>Pinterest</b>to streamline aspects of their online sales platforms.</p><p><blockquote>让Shopify成功的是新商家对该平台的发现,以及与主要零售商达成有价值交易的能力。去年使用该平台的消费者数量增加了约52%,达到4.57亿。同时,它还与<b>沃尔玛</b>和<b>Pinterest</b>简化其在线销售平台的各个方面。</blockquote></p><p> Shopify isn't remotely inexpensive on a fundamental basis. But if it can continue to grow its GMV at these insane levels, investors will gladly pay a hefty premium to own Shopify stock.</p><p><blockquote>从根本上来说,Shopify 一点也不便宜。但如果它能够继续以这些疯狂的水平增长其 GMV,投资者将很乐意支付高额溢价来持有 Shopify 股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/df219df7b01fbc2aa008c455f28b99e5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Teladoc Health: Implied upside of 40%</p><p><blockquote>Teladoc Health:隐含上涨空间为 40%</blockquote></p><p> Telemedicine giant<b>Teladoc Health</b>(NYSE:TDOC)has been exceptionally popular over the past year, for obvious reasons I'll touch on in a moment. According to Wall Street, shares of Teladoc could ascend past $250 over the next 12 months, giving it an implied upside of 40%.</p><p><blockquote>远程医疗巨头<b>泰拉多克健康</b>(纽约证券交易所股票代码:TDOC)在过去的一年里非常受欢迎,原因显而易见,我稍后会谈到。据华尔街报道,Teladoc 的股价在未来 12 个月内可能会升至 250 美元以上,隐含上涨空间为 40%。</blockquote></p><p> As you can imagine, physicians wanted to keep at-risk people and potentially infected patients out of offices and hospitals if at all possible last year. This led to Teladoc handling almost 10.6 million virtual visits in 2020, up from around 4.1 million in the previous year.</p><p><blockquote>你可以想象,去年,如果可能的话,医生们希望让高危人群和潜在感染的患者远离办公室和医院。这导致Teladoc在2020年处理了近1060万次虚拟访问,高于前一年的约410万次。</blockquote></p><p> But understand that telehealth is agame-changing healthcare modeland not just a one-year wonder because of the pandemic. It's far more convenient for patients, allows physicians to keep closer tabs on at-risk patients, and is usually billed at a lower rate than office visits, which health insurers love. These advantages are exactly why Teladoc's sales grew by an average annual rate of 74% between 2013 and 2019.</p><p><blockquote>但是要明白,远程医疗是一种改变游戏规则的医疗保健模式,而不仅仅是疫情一年的奇迹。这对患者来说方便得多,可以让医生更密切地关注高危患者,而且通常比健康保险公司喜欢的诊所就诊收费更低。这些优势正是 Teladoc 销售额在 2013 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Furthermore, Teladoc has a new toy, so to speak: Itacquired leading applied health signals company Livongo Healthin early November. Livongo leans on artificial intelligence to send tips and nudges to patients with chronic illnesses. These nudges help patients make behavioral changes that result in their leading healthier lives. The addition of Livongo makes Teladoc a veritable no-brainer buy.</p><p><blockquote>此外,Teladoc 可以说有一个新玩具:它在 11 月初收购了领先的应用健康信号公司 Livongo Healthin。Livongo依靠人工智能向慢性病患者发送提示和轻推。这些推动有助于患者做出行为改变,从而过上更健康的生活。Livongo 的加入使得 Teladoc 成为名副其实的明智之举。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0e47e6b6eced3a10e200ffd777619a0c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Snowflake: Implied upside of 28%</p><p><blockquote>雪花:隐含上涨空间为 28%</blockquote></p><p> Another high-growth stock with abundant upside according to Wall Street professionals is cloud data warehousing company<b>Snowflake</b>(NYSE:SNOW). After recently retracing to an all-time low, analysts see Snowflake gaining up to 28% to almost $301 a share over the next 12 months.</p><p><blockquote>华尔街专业人士认为,另一只具有巨大上涨空间的高增长股票是云数据仓库公司<b>雪花</b>(纽约证券交易所代码:雪)。在最近回落至历史低点后,分析师预计 Snowflake 将在未来 12 个月内上涨 28%,达到每股近 301 美元。</blockquote></p><p> As I alluded to with Shopify, we're witnessing a big push by businesses online and into the cloud, which has been a boon for most cloud infrastructure companies. Despite the worst economic downturn in decades, Snowflake grew its product revenue by 120% to $553.8 million in fiscal 2021. Although it's losing a lot of money at the moment, the services Snowflake offers should yield juicy margins as the company matures.</p><p><blockquote>正如我在Shopify中提到的,我们正在目睹企业大力推动在线和云,这对大多数云基础设施公司来说都是一个福音。尽管经历了几十年来最严重的经济衰退,Snowflake 在 2021 财年的产品收入仍增长了 120%,达到 5.538 亿美元。尽管目前亏损很多,但随着公司的成熟,雪花提供的服务应该会产生丰厚的利润。</blockquote></p><p></p><p> Arguably the most interesting thing about Snowflake is itssustainable competitive advantages. For instance, it offers a pay-as-you-go model that shuns the subscriptions that SaaS stocks often covet. By allowing its customers to pay based on their storage needs and Snowflake Compute Credits used, it's offering a highly transparent and cost-effective operating model.</p><p><blockquote>可以说,雪花最有趣的一点是它可持续的竞争优势。例如,它提供了现收现付模式,避免了SaaS股票经常觊觎的订阅。通过允许客户根据他们的存储需求和使用的雪花计算积分付费,它提供了一种高度透明和具有成本效益的运营模式。</blockquote></p><p> Even better, its platform islayered atop the most popular cloud infrastructure solutions, which makes the sharing of information seamless, regardless of storage provider.</p><p><blockquote>更好的是,它的平台位于最流行的云基础设施解决方案之上,这使得信息共享无缝,无论存储提供商是谁。</blockquote></p><p> Snowflake has some very big shoes to fill with its lofty valuation, but Wall Street believes the company can get it done.</p><p><blockquote>Snowflake 的高估值需要填补一些非常大的空缺,但华尔街相信该公司可以做到这一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bbafad9e87b7b7dacfefe92d4741b655\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Datadog: Implied upside of 35%</p><p><blockquote>Datadog:隐含上涨空间为 35%</blockquote></p><p> Have I mentioned that Wall Street has a thing forSaaS stocks? In addition to Shopify and Snowflake, analysts believe that application monitoring solutions provider<b>Datadog</b>(NASDAQ:DDOG)could surge to $121 a share over the next year. This implies up to 35% upside in its shares.</p><p><blockquote>我有没有提到华尔街对股票情有独钟?除了 Shopify 和 Snowflake 之外,分析师认为应用程序监控解决方案提供商<b>数据狗</b>(纳斯达克股票代码:DDOG)明年可能会飙升至每股 121 美元。这意味着其股价有高达 35% 的上涨空间。</blockquote></p><p> Keeping with the theme, Datadog looks to benefit from businesses completely shifting their strategy in the wake of the pandemic. With employees working remotely, it's become more important than ever that businesses stay on top of key metrics, oversee critical applications, and fully understand the behavior of their customers. Datadog's cloud-based solutions do all of this for its clients.</p><p><blockquote>与主题保持一致,Datadog希望从疫情后企业完全改变战略中受益。随着员工远程工作,企业掌握关键指标、监督关键应用程序并充分了解客户行为变得比以往任何时候都更加重要。Datadog基于云的解决方案为其客户做到了这一切。</blockquote></p><p> What's been most impressive about Datadog is the company's ability to attract bigger clients. While a 46% increase in customers with at least $100,000 in annual recurring revenue (ARR) is nice, the \"wow\" number is the 94% increase in the number of customers generating at least $1 million in ARR. This is a big reason the company's sales shot 66% higher in 2020 to $603.5 million.</p><p><blockquote>Datadog最令人印象深刻的是该公司吸引更大客户的能力。虽然年经常性收入(ARR)至少为10万美元的客户增加了46%是不错的,但“令人惊叹”的数字是产生至少100万美元ARR的客户数量增加了94%。这是该公司2020年销售额增长66%至6.035亿美元的一个重要原因。</blockquote></p><p> Similar to Snowflake, Datadog has a lot to prove with its lofty price-to-sales ratio. However, if it can continue to grow its sales by more than 30% annually, there'sno reason Wall Street's price target isn't within reach.</p><p><blockquote>与 Snowflake 类似,Datadog 的高市销率有很多需要证明的地方。然而,如果它的销售额能够继续以每年30%以上的速度增长,那么华尔街的价格目标就没有理由无法实现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99b3853458b2424e2901821012f5502f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Coinbase: Implied upside of 56%</p><p><blockquote>Coinbase:隐含上涨空间 56%</blockquote></p><p> Finally, recent initial public offering<b>Coinbase</b>(NASDAQ:COIN)offers the highest perceived upside among these five fast-growing companies. Though there were only four price targets listed through this past weekend, a lofty target of $600 a share skewed the consensus up to $456 a share. This suggests Coinbase could gain 56% over the coming 12 months.</p><p><blockquote>最后,最近的首次公开募股<b>比特币基地</b>(纳斯达克股票代码:COIN)在这五家快速增长的公司中提供了最高的感知上涨空间。尽管截至上周末只有四个目标价,但每股 600 美元的高目标使共识偏离至每股 456 美元。这表明 Coinbase 在未来 12 个月内可能会上涨 56%。</blockquote></p><p> There's no doubt that Coinbase has benefited from the euphoria surrounding cryptocurrencies like<b>Bitcoin</b>and <b>Ethereum</b>. With both rallying to new highs this year, Coinbase recorded $1.8 billion in revenue in the first quarter. For some context, that's more revenue than it had generated in the previous 24 months combined!</p><p><blockquote>毫无疑问,Coinbase 受益于围绕加密货币的狂热,例如<b>比特币</b>和<b>以太币</b>随着今年两者都创下新高,Coinbase 第一季度的收入达到 18 亿美元。在某些情况下,这比它过去 24 个月产生的收入总和还要多!</blockquote></p><p> However, unlike the other popular companies listed here,Coinbase's advantages look flimsy, at best. It runs the risk of competing crypto brokerages undercutting its fees, which could reduce its operating margins and growth rate dramatically over time.</p><p><blockquote>然而,与这里列出的其他热门公司不同,Coinbase 的优势充其量看起来很脆弱。它面临着竞争加密货币经纪公司降低费用的风险,这可能会随着时间的推移大幅降低其营业利润率和增长率。</blockquote></p><p> Furthermore,its business model looks to be built upon euphoria rather than innovation. With most of its revenue coming from Bitcoin and Ethereum trading, it's worrisome to see what happens when the price of these key assets stops rising. In a two-year stretch where Bitcoin lost 80% of its value, Coinbase saw its revenue nearly get halved.</p><p><blockquote>此外, 它的商业模式看起来建立在兴奋而不是创新的基础上。由于其大部分收入来自比特币和以太币交易,当这些关键资产的价格停止上涨时会发生什么令人担忧。在比特币价值损失 80% 的两年时间里,Coinbase 的收入几乎减半。</blockquote></p><p> In sum, Wall Street may be bullish on Coinbase, but this Fool isn't.</p><p><blockquote>总之,华尔街可能看好比特币基地,但这个傻瓜并不看好。</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>5 Ultra-Popular Growth Stocks With 28% to 56% Upside, According to Wall Street<blockquote>华尔街称 5 只超受欢迎的成长型股票,上涨空间为 28% 至 56%</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 Ultra-Popular Growth Stocks With 28% to 56% Upside, According to Wall Street<blockquote>华尔街称 5 只超受欢迎的成长型股票,上涨空间为 28% 至 56%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-28 19:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>For 13 months, Wall Street has proved virtually unstoppable. Since hitting a bear market bottom on March 23, 2020, the broad-based<b>S&P 500</b>has galloped higher by 87%, through this past weekend. This handily outpaces the average bounce-back rally from a bear-market bottom and leaves the historic average annual return for the benchmark index eating dust.</p><p><blockquote>13个月来,华尔街几乎是不可阻挡的。自2020年3月23日触及熊市底部以来,基础广泛的<b>标普500</b>上周末上涨了 87%。这轻松超过了熊市底部的平均反弹,并使基准指数的历史平均年回报率化为乌有。</blockquote></p><p> Yet even at these lofty levels, Wall Street professionals see value. Based on the consensus one-year price targets of Wall Street analysts, five of the most populargrowth stocksoffer implied upside ranging from a low of 28% to as much as 56%.</p><p><blockquote>然而,即使在这些崇高的水平上,华尔街专业人士也看到了价值。根据华尔街分析师一致的一年目标价,五只最受欢迎的成长型股票暗示上涨空间从最低的 28% 到高达 56%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d19c9dd5972bb303415e3fb9e20fb2d4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Shopify: Implied upside of 31%</p><p><blockquote>Shopify:隐含上涨空间 31%</blockquote></p><p> First up is my absolute favorite software-as-a-service (SaaS) stock,<b>Shopify</b>(NYSE:SHOP). Even after gaining more than 1,000% over the past 3.5 years, Wall Street believes the company's stock offers an additional 31% upside to $1,434 a share over the next year.</p><p><blockquote>首先是我最喜欢的软件即服务(SaaS)股票,<b>商店</b>(纽约证券交易所代码:商店)。即使在过去 3.5 年上涨超过 1,000% 之后,华尔街认为该公司的股票明年仍将上涨 31%,达到每股 1,434 美元。</blockquote></p><p> Shopify's operating model of providing cloud-based e-commerce solutions to (primarily) small businessescouldn't be in a better place at the moment. Although it was initially hit by the pandemic with virtually all other retail-oriented companies, it quickly became apparent that Shopify's e-commerce platform would be a logical beneficiary as businesses shifted course and pushed online. The result was a 96% increase in gross merchandise value (GMV) transacted across its platform in 2020 to $119.6 billion. Over the past six years, GMV has grown at a compound annual rate of 77.7%.</p><p><blockquote>Shopify 为(主要)小型企业提供基于云的电子商务解决方案的运营模式目前再好不过了。尽管 Shopify 最初与几乎所有其他面向零售的公司一起受到了疫情的打击,但随着企业转变方向并转向线上,Shopify 的电子商务平台很快就变得显而易见,它将成为一个合乎逻辑的受益者。结果是,2020 年其平台上的商品总价值 (GMV) 增长了 96%,达到 1196 亿美元。在过去的六年里,GMV以77.7%的复合年增长率增长。</blockquote></p><p> What's made Shopify tick is both the discovery of the platform by new merchants and the ability to snag worthwhile deals with major retailers. The number of consumers using the platform increased by approximately 52% last year to 457 million. Meanwhile, itpartneredwith the likes of<b>Walmart</b> and<b>Pinterest</b>to streamline aspects of their online sales platforms.</p><p><blockquote>让Shopify成功的是新商家对该平台的发现,以及与主要零售商达成有价值交易的能力。去年使用该平台的消费者数量增加了约52%,达到4.57亿。同时,它还与<b>沃尔玛</b>和<b>Pinterest</b>简化其在线销售平台的各个方面。</blockquote></p><p> Shopify isn't remotely inexpensive on a fundamental basis. But if it can continue to grow its GMV at these insane levels, investors will gladly pay a hefty premium to own Shopify stock.</p><p><blockquote>从根本上来说,Shopify 一点也不便宜。但如果它能够继续以这些疯狂的水平增长其 GMV,投资者将很乐意支付高额溢价来持有 Shopify 股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/df219df7b01fbc2aa008c455f28b99e5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Teladoc Health: Implied upside of 40%</p><p><blockquote>Teladoc Health:隐含上涨空间为 40%</blockquote></p><p> Telemedicine giant<b>Teladoc Health</b>(NYSE:TDOC)has been exceptionally popular over the past year, for obvious reasons I'll touch on in a moment. According to Wall Street, shares of Teladoc could ascend past $250 over the next 12 months, giving it an implied upside of 40%.</p><p><blockquote>远程医疗巨头<b>泰拉多克健康</b>(纽约证券交易所股票代码:TDOC)在过去的一年里非常受欢迎,原因显而易见,我稍后会谈到。据华尔街报道,Teladoc 的股价在未来 12 个月内可能会升至 250 美元以上,隐含上涨空间为 40%。</blockquote></p><p> As you can imagine, physicians wanted to keep at-risk people and potentially infected patients out of offices and hospitals if at all possible last year. This led to Teladoc handling almost 10.6 million virtual visits in 2020, up from around 4.1 million in the previous year.</p><p><blockquote>你可以想象,去年,如果可能的话,医生们希望让高危人群和潜在感染的患者远离办公室和医院。这导致Teladoc在2020年处理了近1060万次虚拟访问,高于前一年的约410万次。</blockquote></p><p> But understand that telehealth is agame-changing healthcare modeland not just a one-year wonder because of the pandemic. It's far more convenient for patients, allows physicians to keep closer tabs on at-risk patients, and is usually billed at a lower rate than office visits, which health insurers love. These advantages are exactly why Teladoc's sales grew by an average annual rate of 74% between 2013 and 2019.</p><p><blockquote>但是要明白,远程医疗是一种改变游戏规则的医疗保健模式,而不仅仅是疫情一年的奇迹。这对患者来说方便得多,可以让医生更密切地关注高危患者,而且通常比健康保险公司喜欢的诊所就诊收费更低。这些优势正是 Teladoc 销售额在 2013 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Furthermore, Teladoc has a new toy, so to speak: Itacquired leading applied health signals company Livongo Healthin early November. Livongo leans on artificial intelligence to send tips and nudges to patients with chronic illnesses. These nudges help patients make behavioral changes that result in their leading healthier lives. The addition of Livongo makes Teladoc a veritable no-brainer buy.</p><p><blockquote>此外,Teladoc 可以说有一个新玩具:它在 11 月初收购了领先的应用健康信号公司 Livongo Healthin。Livongo依靠人工智能向慢性病患者发送提示和轻推。这些推动有助于患者做出行为改变,从而过上更健康的生活。Livongo 的加入使得 Teladoc 成为名副其实的明智之举。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0e47e6b6eced3a10e200ffd777619a0c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Snowflake: Implied upside of 28%</p><p><blockquote>雪花:隐含上涨空间为 28%</blockquote></p><p> Another high-growth stock with abundant upside according to Wall Street professionals is cloud data warehousing company<b>Snowflake</b>(NYSE:SNOW). After recently retracing to an all-time low, analysts see Snowflake gaining up to 28% to almost $301 a share over the next 12 months.</p><p><blockquote>华尔街专业人士认为,另一只具有巨大上涨空间的高增长股票是云数据仓库公司<b>雪花</b>(纽约证券交易所代码:雪)。在最近回落至历史低点后,分析师预计 Snowflake 将在未来 12 个月内上涨 28%,达到每股近 301 美元。</blockquote></p><p> As I alluded to with Shopify, we're witnessing a big push by businesses online and into the cloud, which has been a boon for most cloud infrastructure companies. Despite the worst economic downturn in decades, Snowflake grew its product revenue by 120% to $553.8 million in fiscal 2021. Although it's losing a lot of money at the moment, the services Snowflake offers should yield juicy margins as the company matures.</p><p><blockquote>正如我在Shopify中提到的,我们正在目睹企业大力推动在线和云,这对大多数云基础设施公司来说都是一个福音。尽管经历了几十年来最严重的经济衰退,Snowflake 在 2021 财年的产品收入仍增长了 120%,达到 5.538 亿美元。尽管目前亏损很多,但随着公司的成熟,雪花提供的服务应该会产生丰厚的利润。</blockquote></p><p></p><p> Arguably the most interesting thing about Snowflake is itssustainable competitive advantages. For instance, it offers a pay-as-you-go model that shuns the subscriptions that SaaS stocks often covet. By allowing its customers to pay based on their storage needs and Snowflake Compute Credits used, it's offering a highly transparent and cost-effective operating model.</p><p><blockquote>可以说,雪花最有趣的一点是它可持续的竞争优势。例如,它提供了现收现付模式,避免了SaaS股票经常觊觎的订阅。通过允许客户根据他们的存储需求和使用的雪花计算积分付费,它提供了一种高度透明和具有成本效益的运营模式。</blockquote></p><p> Even better, its platform islayered atop the most popular cloud infrastructure solutions, which makes the sharing of information seamless, regardless of storage provider.</p><p><blockquote>更好的是,它的平台位于最流行的云基础设施解决方案之上,这使得信息共享无缝,无论存储提供商是谁。</blockquote></p><p> Snowflake has some very big shoes to fill with its lofty valuation, but Wall Street believes the company can get it done.</p><p><blockquote>Snowflake 的高估值需要填补一些非常大的空缺,但华尔街相信该公司可以做到这一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bbafad9e87b7b7dacfefe92d4741b655\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Datadog: Implied upside of 35%</p><p><blockquote>Datadog:隐含上涨空间为 35%</blockquote></p><p> Have I mentioned that Wall Street has a thing forSaaS stocks? In addition to Shopify and Snowflake, analysts believe that application monitoring solutions provider<b>Datadog</b>(NASDAQ:DDOG)could surge to $121 a share over the next year. This implies up to 35% upside in its shares.</p><p><blockquote>我有没有提到华尔街对股票情有独钟?除了 Shopify 和 Snowflake 之外,分析师认为应用程序监控解决方案提供商<b>数据狗</b>(纳斯达克股票代码:DDOG)明年可能会飙升至每股 121 美元。这意味着其股价有高达 35% 的上涨空间。</blockquote></p><p> Keeping with the theme, Datadog looks to benefit from businesses completely shifting their strategy in the wake of the pandemic. With employees working remotely, it's become more important than ever that businesses stay on top of key metrics, oversee critical applications, and fully understand the behavior of their customers. Datadog's cloud-based solutions do all of this for its clients.</p><p><blockquote>与主题保持一致,Datadog希望从疫情后企业完全改变战略中受益。随着员工远程工作,企业掌握关键指标、监督关键应用程序并充分了解客户行为变得比以往任何时候都更加重要。Datadog基于云的解决方案为其客户做到了这一切。</blockquote></p><p> What's been most impressive about Datadog is the company's ability to attract bigger clients. While a 46% increase in customers with at least $100,000 in annual recurring revenue (ARR) is nice, the \"wow\" number is the 94% increase in the number of customers generating at least $1 million in ARR. This is a big reason the company's sales shot 66% higher in 2020 to $603.5 million.</p><p><blockquote>Datadog最令人印象深刻的是该公司吸引更大客户的能力。虽然年经常性收入(ARR)至少为10万美元的客户增加了46%是不错的,但“令人惊叹”的数字是产生至少100万美元ARR的客户数量增加了94%。这是该公司2020年销售额增长66%至6.035亿美元的一个重要原因。</blockquote></p><p> Similar to Snowflake, Datadog has a lot to prove with its lofty price-to-sales ratio. However, if it can continue to grow its sales by more than 30% annually, there'sno reason Wall Street's price target isn't within reach.</p><p><blockquote>与 Snowflake 类似,Datadog 的高市销率有很多需要证明的地方。然而,如果它的销售额能够继续以每年30%以上的速度增长,那么华尔街的价格目标就没有理由无法实现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99b3853458b2424e2901821012f5502f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Coinbase: Implied upside of 56%</p><p><blockquote>Coinbase:隐含上涨空间 56%</blockquote></p><p> Finally, recent initial public offering<b>Coinbase</b>(NASDAQ:COIN)offers the highest perceived upside among these five fast-growing companies. Though there were only four price targets listed through this past weekend, a lofty target of $600 a share skewed the consensus up to $456 a share. This suggests Coinbase could gain 56% over the coming 12 months.</p><p><blockquote>最后,最近的首次公开募股<b>比特币基地</b>(纳斯达克股票代码:COIN)在这五家快速增长的公司中提供了最高的感知上涨空间。尽管截至上周末只有四个目标价,但每股 600 美元的高目标使共识偏离至每股 456 美元。这表明 Coinbase 在未来 12 个月内可能会上涨 56%。</blockquote></p><p> There's no doubt that Coinbase has benefited from the euphoria surrounding cryptocurrencies like<b>Bitcoin</b>and <b>Ethereum</b>. With both rallying to new highs this year, Coinbase recorded $1.8 billion in revenue in the first quarter. For some context, that's more revenue than it had generated in the previous 24 months combined!</p><p><blockquote>毫无疑问,Coinbase 受益于围绕加密货币的狂热,例如<b>比特币</b>和<b>以太币</b>随着今年两者都创下新高,Coinbase 第一季度的收入达到 18 亿美元。在某些情况下,这比它过去 24 个月产生的收入总和还要多!</blockquote></p><p> However, unlike the other popular companies listed here,Coinbase's advantages look flimsy, at best. It runs the risk of competing crypto brokerages undercutting its fees, which could reduce its operating margins and growth rate dramatically over time.</p><p><blockquote>然而,与这里列出的其他热门公司不同,Coinbase 的优势充其量看起来很脆弱。它面临着竞争加密货币经纪公司降低费用的风险,这可能会随着时间的推移大幅降低其营业利润率和增长率。</blockquote></p><p> Furthermore,its business model looks to be built upon euphoria rather than innovation. With most of its revenue coming from Bitcoin and Ethereum trading, it's worrisome to see what happens when the price of these key assets stops rising. In a two-year stretch where Bitcoin lost 80% of its value, Coinbase saw its revenue nearly get halved.</p><p><blockquote>此外, 它的商业模式看起来建立在兴奋而不是创新的基础上。由于其大部分收入来自比特币和以太币交易,当这些关键资产的价格停止上涨时会发生什么令人担忧。在比特币价值损失 80% 的两年时间里,Coinbase 的收入几乎减半。</blockquote></p><p> In sum, Wall Street may be bullish on Coinbase, but this Fool isn't.</p><p><blockquote>总之,华尔街可能看好比特币基地,但这个傻瓜并不看好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/28/5-growth-stocks-with-28-to-56-upside-wall-street/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","SHOP":"Shopify Inc","DDOG":"Datadog","SNOW":"Snowflake","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/04/28/5-growth-stocks-with-28-to-56-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138128459","content_text":"For 13 months, Wall Street has proved virtually unstoppable. Since hitting a bear market bottom on March 23, 2020, the broad-basedS&P 500has galloped higher by 87%, through this past weekend. This handily outpaces the average bounce-back rally from a bear-market bottom and leaves the historic average annual return for the benchmark index eating dust.\nYet even at these lofty levels, Wall Street professionals see value. Based on the consensus one-year price targets of Wall Street analysts, five of the most populargrowth stocksoffer implied upside ranging from a low of 28% to as much as 56%.\n\nIMAGE SOURCE: GETTY IMAGES.\nShopify: Implied upside of 31%\nFirst up is my absolute favorite software-as-a-service (SaaS) stock,Shopify(NYSE:SHOP). Even after gaining more than 1,000% over the past 3.5 years, Wall Street believes the company's stock offers an additional 31% upside to $1,434 a share over the next year.\nShopify's operating model of providing cloud-based e-commerce solutions to (primarily) small businessescouldn't be in a better place at the moment. Although it was initially hit by the pandemic with virtually all other retail-oriented companies, it quickly became apparent that Shopify's e-commerce platform would be a logical beneficiary as businesses shifted course and pushed online. The result was a 96% increase in gross merchandise value (GMV) transacted across its platform in 2020 to $119.6 billion. Over the past six years, GMV has grown at a compound annual rate of 77.7%.\nWhat's made Shopify tick is both the discovery of the platform by new merchants and the ability to snag worthwhile deals with major retailers. The number of consumers using the platform increased by approximately 52% last year to 457 million. Meanwhile, itpartneredwith the likes ofWalmart andPinterestto streamline aspects of their online sales platforms.\nShopify isn't remotely inexpensive on a fundamental basis. But if it can continue to grow its GMV at these insane levels, investors will gladly pay a hefty premium to own Shopify stock.\n\nIMAGE SOURCE: GETTY IMAGES.\nTeladoc Health: Implied upside of 40%\nTelemedicine giantTeladoc Health(NYSE:TDOC)has been exceptionally popular over the past year, for obvious reasons I'll touch on in a moment. According to Wall Street, shares of Teladoc could ascend past $250 over the next 12 months, giving it an implied upside of 40%.\nAs you can imagine, physicians wanted to keep at-risk people and potentially infected patients out of offices and hospitals if at all possible last year. This led to Teladoc handling almost 10.6 million virtual visits in 2020, up from around 4.1 million in the previous year.\nBut understand that telehealth is agame-changing healthcare modeland not just a one-year wonder because of the pandemic. It's far more convenient for patients, allows physicians to keep closer tabs on at-risk patients, and is usually billed at a lower rate than office visits, which health insurers love. These advantages are exactly why Teladoc's sales grew by an average annual rate of 74% between 2013 and 2019.\nFurthermore, Teladoc has a new toy, so to speak: Itacquired leading applied health signals company Livongo Healthin early November. Livongo leans on artificial intelligence to send tips and nudges to patients with chronic illnesses. These nudges help patients make behavioral changes that result in their leading healthier lives. The addition of Livongo makes Teladoc a veritable no-brainer buy.\n\nIMAGE SOURCE: GETTY IMAGES.\nSnowflake: Implied upside of 28%\nAnother high-growth stock with abundant upside according to Wall Street professionals is cloud data warehousing companySnowflake(NYSE:SNOW). After recently retracing to an all-time low, analysts see Snowflake gaining up to 28% to almost $301 a share over the next 12 months.\nAs I alluded to with Shopify, we're witnessing a big push by businesses online and into the cloud, which has been a boon for most cloud infrastructure companies. Despite the worst economic downturn in decades, Snowflake grew its product revenue by 120% to $553.8 million in fiscal 2021. Although it's losing a lot of money at the moment, the services Snowflake offers should yield juicy margins as the company matures.\nArguably the most interesting thing about Snowflake is itssustainable competitive advantages. For instance, it offers a pay-as-you-go model that shuns the subscriptions that SaaS stocks often covet. By allowing its customers to pay based on their storage needs and Snowflake Compute Credits used, it's offering a highly transparent and cost-effective operating model.\nEven better, its platform islayered atop the most popular cloud infrastructure solutions, which makes the sharing of information seamless, regardless of storage provider.\nSnowflake has some very big shoes to fill with its lofty valuation, but Wall Street believes the company can get it done.\n\nIMAGE SOURCE: GETTY IMAGES.\nDatadog: Implied upside of 35%\nHave I mentioned that Wall Street has a thing forSaaS stocks? In addition to Shopify and Snowflake, analysts believe that application monitoring solutions providerDatadog(NASDAQ:DDOG)could surge to $121 a share over the next year. This implies up to 35% upside in its shares.\nKeeping with the theme, Datadog looks to benefit from businesses completely shifting their strategy in the wake of the pandemic. With employees working remotely, it's become more important than ever that businesses stay on top of key metrics, oversee critical applications, and fully understand the behavior of their customers. Datadog's cloud-based solutions do all of this for its clients.\nWhat's been most impressive about Datadog is the company's ability to attract bigger clients. While a 46% increase in customers with at least $100,000 in annual recurring revenue (ARR) is nice, the \"wow\" number is the 94% increase in the number of customers generating at least $1 million in ARR. This is a big reason the company's sales shot 66% higher in 2020 to $603.5 million.\nSimilar to Snowflake, Datadog has a lot to prove with its lofty price-to-sales ratio. However, if it can continue to grow its sales by more than 30% annually, there'sno reason Wall Street's price target isn't within reach.\n\nIMAGE SOURCE: GETTY IMAGES.\nCoinbase: Implied upside of 56%\nFinally, recent initial public offeringCoinbase(NASDAQ:COIN)offers the highest perceived upside among these five fast-growing companies. Though there were only four price targets listed through this past weekend, a lofty target of $600 a share skewed the consensus up to $456 a share. This suggests Coinbase could gain 56% over the coming 12 months.\nThere's no doubt that Coinbase has benefited from the euphoria surrounding cryptocurrencies likeBitcoinand Ethereum. With both rallying to new highs this year, Coinbase recorded $1.8 billion in revenue in the first quarter. For some context, that's more revenue than it had generated in the previous 24 months combined!\nHowever, unlike the other popular companies listed here,Coinbase's advantages look flimsy, at best. It runs the risk of competing crypto brokerages undercutting its fees, which could reduce its operating margins and growth rate dramatically over time.\nFurthermore,its business model looks to be built upon euphoria rather than innovation. With most of its revenue coming from Bitcoin and Ethereum trading, it's worrisome to see what happens when the price of these key assets stops rising. In a two-year stretch where Bitcoin lost 80% of its value, Coinbase saw its revenue nearly get halved.\nIn sum, Wall Street may be bullish on Coinbase, but this Fool isn't.","news_type":1,"symbols_score_info":{"SNOW":0.9,"SHOP":0.9,"DDOG":0.9,"COIN":0.9,"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377267069,"gmtCreate":1619531257151,"gmtModify":1634212008338,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Upupup","listText":"Upupup","text":"Upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377267069","repostId":"1161810404","repostType":4,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374256201,"gmtCreate":1619450497703,"gmtModify":1634273347140,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"When should I buy? Issit too late now????","listText":"When should I buy? Issit too late now????","text":"When should I buy? Issit too late now????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374256201","repostId":"2130364766","repostType":4,"repost":{"id":"2130364766","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619318325,"share":"https://www.laohunote.com/m/news/2130364766?lang=zh_CN&edition=full","pubTime":"2021-04-25 10:38","market":"us","language":"en","title":"What to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一第一季度收益报告有何期待</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2130364766","media":"Benzinga Earnings","summary":"EV giant Tesla, Inc. is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For: Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.Focus On Regulatory Credits, Automotive Margins: The focus is likely to be on regulatory credits, which accounted for 4","content":"<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><blockquote>房屋巨人<b>特斯拉公司。</b>(纳斯达克:TSLA)定于周一收盘后发布第一季度业绩。</blockquote></p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p><blockquote><b>第一季度需要关注的关键指标:</b>特斯拉预计 2021 年第一季度非 GAAP 每股收益 (EPS) 为 79 美分,高于去年同期的 23 美分。</blockquote></p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p><blockquote>该季度的普遍收入预测为 102.9 亿美元,同比增长 72%。</blockquote></p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p><blockquote>第四季度,特斯拉按非公认会计准则计算,每股收益为 80 美分,营收为 107.4 亿美元。</blockquote></p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><blockquote>特斯拉在4月初透露,第一季度交付了创纪录的184,800辆汽车,其中包括182,780辆Model 3/Y汽车和2020辆Model S/X汽车。这意味着同比增长 109%,环比增长 2.2%。季度产量为180,338。</blockquote></p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p><blockquote><b>关注监管信贷、汽车利润率:</b>重点可能是监管信贷,2020 年第四季度监管信贷占其收入的 4.3%。几个州采用的零排放汽车法规允许电动汽车制造商获得监管积分,这些积分可以通过向传统汽车制造商出售来货币化,而传统汽车制造商无法实现为绿色能源汽车销售比例设定的最低目标。</blockquote></p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><blockquote>2020年第四季度汽车毛利率从上一季度的27.7%下滑至24.1%。由于本季度价格较高的 Model S/X 车辆的生产陷入停滞,以便更新车型,该公司的利润率可能会进一步放缓。</blockquote></p><p><b>View more earnings on TSLA</b></p><p><blockquote><b>查看 TSLA 的更多收益</b></blockquote></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p><blockquote>特斯拉长期空头 Gordon Johnson 在一份预览季度业绩的报告中表示,随着竞争压力的加剧,特斯拉可能会大幅削减汽车价格,以实现批量生产目标。</blockquote></p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><blockquote>特斯拉投资者可能也渴望了解更多有关该公司比特币投资战略及其允许使用比特币购买汽车的决定的信息。</blockquote></p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p><blockquote><b>展望:</b>特斯拉处于有利地位,可以利用绿色能源汽车预期指数级增长带来的机遇。<b></b>其上海超级工厂目前正在生产 Model S 和 Model Y 汽车,随着柏林和德克萨斯州工厂的开业,预计产能将增加。</blockquote></p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.</p><p><blockquote>特斯拉首席财务官扎克·柯克霍恩 (Zach Kirkhorn) 在财报看涨期权上表示,该公司的目标是销量复合年增长率达到 50%,预计 2021 年将大幅超过目标。</blockquote></p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p><blockquote><b>盘点:</b>特斯拉的股价在二月初之前一直飙升,加入了随后的科技抛售行列。该股从1月25日分割调整后的高点900.40美元,3月5日跌至539.49美元,从峰谷跌幅达40%。</blockquote></p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p><blockquote>尽管该股此后弥补了部分损失,但尚未突破 800 美元水平。</blockquote></p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p><blockquote>CANACCORD Genuity 分析师 Jed Dorsheimer 在最近的一份报告中表示,特斯拉保持了数年的领先地位,目前正在积极扩展到存储领域,因此其股票的溢价估值是合理的。该公司对该股的目标价为 1,071 美元。</blockquote></p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p><p><blockquote>周五,特斯拉股价收盘上涨 1.35%,至 729.40 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一第一季度收益报告有何期待</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\">\nWhat to Expect From Tesla's Q1 Earnings Report On Monday<blockquote>特斯拉周一第一季度收益报告有何期待</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-04-25 10:38</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/fe458ac1cf82668bd4bf27fbaa6506e5\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>EV giant <b>Tesla, Inc. </b>(NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.</p><p><blockquote>房屋巨人<b>特斯拉公司。</b>(纳斯达克:TSLA)定于周一收盘后发布第一季度业绩。</blockquote></p><p><b>Key Q1 Metrics to Watch For: </b> Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.</p><p><blockquote><b>第一季度需要关注的关键指标:</b>特斯拉预计 2021 年第一季度非 GAAP 每股收益 (EPS) 为 79 美分,高于去年同期的 23 美分。</blockquote></p><p>The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.</p><p><blockquote>该季度的普遍收入预测为 102.9 亿美元,同比增长 72%。</blockquote></p><p>In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.</p><p><blockquote>第四季度,特斯拉按非公认会计准则计算,每股收益为 80 美分,营收为 107.4 亿美元。</blockquote></p><p>Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.</p><p><blockquote>特斯拉在4月初透露,第一季度交付了创纪录的184,800辆汽车,其中包括182,780辆Model 3/Y汽车和2020辆Model S/X汽车。这意味着同比增长 109%,环比增长 2.2%。季度产量为180,338。</blockquote></p><p><b>Focus On Regulatory Credits, Automotive Margins: </b> The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.</p><p><blockquote><b>关注监管信贷、汽车利润率:</b>重点可能是监管信贷,2020 年第四季度监管信贷占其收入的 4.3%。几个州采用的零排放汽车法规允许电动汽车制造商获得监管积分,这些积分可以通过向传统汽车制造商出售来货币化,而传统汽车制造商无法实现为绿色能源汽车销售比例设定的最低目标。</blockquote></p><p>Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.</p><p><blockquote>2020年第四季度汽车毛利率从上一季度的27.7%下滑至24.1%。由于本季度价格较高的 Model S/X 车辆的生产陷入停滞,以便更新车型,该公司的利润率可能会进一步放缓。</blockquote></p><p><b>View more earnings on TSLA</b></p><p><blockquote><b>查看 TSLA 的更多收益</b></blockquote></p><p>With competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.</p><p><blockquote>特斯拉长期空头 Gordon Johnson 在一份预览季度业绩的报告中表示,随着竞争压力的加剧,特斯拉可能会大幅削减汽车价格,以实现批量生产目标。</blockquote></p><p>Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.</p><p><blockquote>特斯拉投资者可能也渴望了解更多有关该公司比特币投资战略及其允许使用比特币购买汽车的决定的信息。</blockquote></p><p><b>Forward Outlook:</b> Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles.<b> </b>Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.</p><p><blockquote><b>展望:</b>特斯拉处于有利地位,可以利用绿色能源汽车预期指数级增长带来的机遇。<b></b>其上海超级工厂目前正在生产 Model S 和 Model Y 汽车,随着柏林和德克萨斯州工厂的开业,预计产能将增加。</blockquote></p><p>Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.</p><p><blockquote>特斯拉首席财务官扎克·柯克霍恩 (Zach Kirkhorn) 在财报看涨期权上表示,该公司的目标是销量复合年增长率达到 50%,预计 2021 年将大幅超过目标。</blockquote></p><p><b>Stock Take: </b> Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.</p><p><blockquote><b>盘点:</b>特斯拉的股价在二月初之前一直飙升,加入了随后的科技抛售行列。该股从1月25日分割调整后的高点900.40美元,3月5日跌至539.49美元,从峰谷跌幅达40%。</blockquote></p><p>Although the stock has made good some of the losses since then, it is yet to break above $800 level.</p><p><blockquote>尽管该股此后弥补了部分损失,但尚未突破 800 美元水平。</blockquote></p><p>Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.</p><p><blockquote>CANACCORD Genuity 分析师 Jed Dorsheimer 在最近的一份报告中表示,特斯拉保持了数年的领先地位,目前正在积极扩展到存储领域,因此其股票的溢价估值是合理的。该公司对该股的目标价为 1,071 美元。</blockquote></p><p>Friday, Tesla's shares ended 1.35% higher at $729.40.</p><p><blockquote>周五,特斯拉股价收盘上涨 1.35%,至 729.40 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130364766","content_text":"EV giant Tesla, Inc. (NASDAQ: TSLA) is scheduled to release its first-quarter results Monday, after the market close.Key Q1 Metrics to Watch For: Tesla is expected to report non-GAAP earnings per share, or EPS, of 79 cents in the first quarter of 2021, up sharply from 23 cents in the year-ago quarter.The consensus revenue forecast for the quarter is at $10.29 billion, up 72% year-over-year.In the fourth quarter, Tesla had earned 80 cents per share on a non-GAAP basis on revenues of $10.74 billion.Tesla revealed in early April it delivered a record 184,800 vehicles in the first quarter, comprising 182,780 Model 3/Y vehicles and 2,020 Model S/X vehicles. This represents a 109% year-over-year increase and 2.2% sequential growth. Quarterly production was at 180,338.Focus On Regulatory Credits, Automotive Margins: The focus is likely to be on regulatory credits, which accounted for 4.3% of its revenues in the fourth quarter of 2020. Zero-emission vehicle regulations adopted by several states allow EV manufacturers to earn regulatory credits, which can be monetized by selling to legacy automakers, who are not able to achieve the minimum target set for the proportion of green energy vehicles sold.Automotive gross margin slipped to 24.1% in the fourth quarter of 2020 from 27.7% in the previous quarter. It's likely the company could see a further moderation in margins, as production of the higher priced Model S/X vehicles was stalled in the quarter to allow for model refreshes.View more earnings on TSLAWith competitive pressure intensifying, Tesla could aggressively slash vehicles prices in order to achieve volume production targets, long-time Tesla bear Gordon Johnson said in a note previewing the quarterly results.Tesla investors may also be keen to find out more about the company's Bitcoin investment strategy and its decision to allow the use of Bitcoin for vehicle purchases.Forward Outlook: Tesla is well positioned to capitalize on the opportunity presented by the exponential growth that is anticipated for green energy vehicles. Its Giga Shanghai factory is now churning out both Model S and Model Y vehicles, and more capacity is expected to come on line with the opening of factories in Berlin and Texas.Tesla's CFO Zach Kirkhorn said on the earnings call that the company is shooting for a 50% compounded annual growth rate in volume sales and expects to materially exceed the target in 2021.Stock Take: Tesla's shares, which were flying high until early February, joined the tech sell-off that ensued. From a split-adjusted high of $900.40 on Jan. 25, the stock fell to $539.49 on March 5, a peak-to-trough decline of 40%.Although the stock has made good some of the losses since then, it is yet to break above $800 level.Tesla holds a several-year lead and is now expanding aggressively into storage, and therefore a premium valuation for its shares is justified, CANACCORD Genuity analyst Jed Dorsheimer said in a recent note. The firm has a $1,071 price target for the stock.Friday, Tesla's shares ended 1.35% higher at $729.40.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376892382,"gmtCreate":1619101460146,"gmtModify":1634288547092,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Ohhh good explanation ","listText":"Ohhh good explanation ","text":"Ohhh good explanation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/376892382","repostId":"1172040780","repostType":4,"repost":{"id":"1172040780","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619096972,"share":"https://www.laohunote.com/m/news/1172040780?lang=zh_CN&edition=full","pubTime":"2021-04-22 21:09","market":"us","language":"en","title":"3 EV Stocks That Are At Important Support Levels And Could Rebound<blockquote>3只处于重要支撑位并可能反弹的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172040780","media":"Benzinga Earnings","summary":"Electric vehicle companies NIO Inc. ,Tesla,Inc. , and Nikola Corporation are all trading close to support. This means there is a good chance they rally.Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay h","content":"<p><img src=\"https://static.tigerbbs.com/c1474f81bdbd94c87c3c2fd7c6b2c663\" tg-width=\"1200\" tg-height=\"630\"></p><p><blockquote></blockquote></p><p> Electric vehicle companies <b>NIO Inc.</b> (NYSE:NIO),<b>Tesla</b>,<b>Inc.</b> (NASDAQ:TSLA), and <b>Nikola Corporation</b> (NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.</p><p><blockquote>电动汽车公司<b>蔚来</b>(纽约证券交易所代码:蔚来汽车),<b>特斯拉</b>,<b>公司。</b>(纳斯达克股票代码:TSLA),以及<b>尼古拉公司</b>(纳斯达克股票代码:NKLA)均接近支撑位。这意味着他们很有可能反弹。</blockquote></p><p> Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.</p><p><blockquote>支撑是聚集在同一价格水平上的买家的集中。在支撑位,对股票的需求多于供应。卖家可以出售他们需要的一切,而不用担心压低价格。</blockquote></p><p> Downtrends end when they reach support levels.</p><p><blockquote>当下降趋势达到支撑位时,下降趋势就结束了。</blockquote></p><p> Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.</p><p><blockquote>有时,股票在下跌至支撑位后反弹。当一些市场参与者决定支付更高的价格时,就会发生这种情况。这些投资者认为,创造支撑的大买家最终将推高股价。他们想走在他们前面。</blockquote></p><p> Nio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.</p><p><blockquote>蔚来在 35 美元附近获得支撑。3月上中旬也达到了这个水平。两次都出现了小幅反弹,而且这种情况可能会再次发生。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f08d2b7d5a4ce9f09e0f8a96d111469\" tg-width=\"1528\" tg-height=\"816\"></p><p><blockquote></blockquote></p><p> Tesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.</p><p><blockquote>特斯拉在 700 美元附近获得支撑。700美元有支撑,因为这是一个阻力位,阻力位可以变成支撑。</blockquote></p><p> This happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.</p><p><blockquote>发生这种情况是因为许多以 700 美元出售股票的投资者认为,当股票随后走高时,他们犯了一个错误。这些投资者中的许多人决定回购股票,但他们只有在能以相同的价格买到股票时才会这样做。</blockquote></p><p> As a result, buy orders are placed at a level that had been resistance, which will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.</p><p><blockquote>因此,买单是在阻力位下的,这将创造支撑。如果这些买单足够多,该水平将变成支撑位。这里就是这种情况。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/16bc657cff0abad9f5cbacb644ad799c\" tg-width=\"1519\" tg-height=\"821\"></p><p><blockquote></blockquote></p><p> Shares of Nikola have come full circle.</p><p><blockquote>尼古拉的股价已经回到了原点。</blockquote></p><p> Last April, they were trading around $10 and soared to more than $90 in June. Since then, the stock has trended lower and is trading at $10 once again.</p><p><blockquote>去年4月,它们的交易价格在10美元左右,6月份飙升至90多美元。从那以后,该股一直呈下降趋势,再次以10美元的价格交易价格交易。</blockquote></p><p> There’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance shares stage some type of rebound.</p><p><blockquote>10 美元有支撑,因为投资者喜欢以偶数下单。在大幅下跌之后,股市有可能出现某种类型的反弹。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eac22ac2bd93e4ebad3120cc1f95348\" tg-width=\"1526\" tg-height=\"812\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 EV Stocks That Are At Important Support Levels And Could Rebound<blockquote>3只处于重要支撑位并可能反弹的电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 EV Stocks That Are At Important Support Levels And Could Rebound<blockquote>3只处于重要支撑位并可能反弹的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-04-22 21:09</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c1474f81bdbd94c87c3c2fd7c6b2c663\" tg-width=\"1200\" tg-height=\"630\"></p><p><blockquote></blockquote></p><p> Electric vehicle companies <b>NIO Inc.</b> (NYSE:NIO),<b>Tesla</b>,<b>Inc.</b> (NASDAQ:TSLA), and <b>Nikola Corporation</b> (NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.</p><p><blockquote>电动汽车公司<b>蔚来</b>(纽约证券交易所代码:蔚来汽车),<b>特斯拉</b>,<b>公司。</b>(纳斯达克股票代码:TSLA),以及<b>尼古拉公司</b>(纳斯达克股票代码:NKLA)均接近支撑位。这意味着他们很有可能反弹。</blockquote></p><p> Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.</p><p><blockquote>支撑是聚集在同一价格水平上的买家的集中。在支撑位,对股票的需求多于供应。卖家可以出售他们需要的一切,而不用担心压低价格。</blockquote></p><p> Downtrends end when they reach support levels.</p><p><blockquote>当下降趋势达到支撑位时,下降趋势就结束了。</blockquote></p><p> Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.</p><p><blockquote>有时,股票在下跌至支撑位后反弹。当一些市场参与者决定支付更高的价格时,就会发生这种情况。这些投资者认为,创造支撑的大买家最终将推高股价。他们想走在他们前面。</blockquote></p><p> Nio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.</p><p><blockquote>蔚来在 35 美元附近获得支撑。3月上中旬也达到了这个水平。两次都出现了小幅反弹,而且这种情况可能会再次发生。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f08d2b7d5a4ce9f09e0f8a96d111469\" tg-width=\"1528\" tg-height=\"816\"></p><p><blockquote></blockquote></p><p> Tesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.</p><p><blockquote>特斯拉在 700 美元附近获得支撑。700美元有支撑,因为这是一个阻力位,阻力位可以变成支撑。</blockquote></p><p> This happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.</p><p><blockquote>发生这种情况是因为许多以 700 美元出售股票的投资者认为,当股票随后走高时,他们犯了一个错误。这些投资者中的许多人决定回购股票,但他们只有在能以相同的价格买到股票时才会这样做。</blockquote></p><p> As a result, buy orders are placed at a level that had been resistance, which will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.</p><p><blockquote>因此,买单是在阻力位下的,这将创造支撑。如果这些买单足够多,该水平将变成支撑位。这里就是这种情况。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/16bc657cff0abad9f5cbacb644ad799c\" tg-width=\"1519\" tg-height=\"821\"></p><p><blockquote></blockquote></p><p> Shares of Nikola have come full circle.</p><p><blockquote>尼古拉的股价已经回到了原点。</blockquote></p><p> Last April, they were trading around $10 and soared to more than $90 in June. Since then, the stock has trended lower and is trading at $10 once again.</p><p><blockquote>去年4月,它们的交易价格在10美元左右,6月份飙升至90多美元。从那以后,该股一直呈下降趋势,再次以10美元的价格交易价格交易。</blockquote></p><p> There’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance shares stage some type of rebound.</p><p><blockquote>10 美元有支撑,因为投资者喜欢以偶数下单。在大幅下跌之后,股市有可能出现某种类型的反弹。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eac22ac2bd93e4ebad3120cc1f95348\" tg-width=\"1526\" tg-height=\"812\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172040780","content_text":"Electric vehicle companies NIO Inc. (NYSE:NIO),Tesla,Inc. (NASDAQ:TSLA), and Nikola Corporation (NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.\nSupport is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.\nDowntrends end when they reach support levels.\nSometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.\nNio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.\n\nTesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.\nThis happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.\nAs a result, buy orders are placed at a level that had been resistance, which will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.\n\nShares of Nikola have come full circle.\nLast April, they were trading around $10 and soared to more than $90 in June. Since then, the stock has trended lower and is trading at $10 once again.\nThere’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance shares stage some type of rebound.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9,"NKLA":0.9}},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378383719,"gmtCreate":1619001087431,"gmtModify":1634289317410,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Didn't manage to sell in time =(","listText":"Didn't manage to sell in time =(","text":"Didn't manage to sell in time =(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378383719","repostId":"1131238315","repostType":4,"repost":{"id":"1131238315","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618992068,"share":"https://www.laohunote.com/m/news/1131238315?lang=zh_CN&edition=full","pubTime":"2021-04-21 16:01","market":"us","language":"en","title":"Netflix shares tumbled more than 8% in premarket trading<blockquote>Netflix 股价在盘前交易中暴跌超过 8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131238315","media":"Tiger Newspress","summary":"Netflix Inc said slower production of TV shows and movies during the pandemic hurt subscriber growth","content":"<p>Netflix Inc said slower production of TV shows and movies during the pandemic hurt subscriber growth in the first quarter, sending shares of the world's largest streaming service down 8% in Wednesday premarket trading.</p><p><blockquote>Netflix Inc. 表示,疫情期间电视节目和电影制作放缓损害了第一季度的用户增长,导致这家全球最大流媒体服务的股价在周三盘前交易中下跌 8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5a93bcc114bbf3391d2ddf1fcbecc2b9\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p> Roughly 3.98 million people signed up for Netflix from January through March, below the 6.25 million average projection of analysts surveyed by Refinitiv.</p><p><blockquote>从 1 月到 3 月,大约有 398 万人注册了 Netflix,低于 Refinitiv 调查的分析师 625 万的平均预测。</blockquote></p><p> Netflix estimated it will add just 1 million new streaming customers in the second quarter. Analysts had expected a forecast of nearly 4.8 million.</p><p><blockquote>Netflix 预计第二季度仅新增 100 万流媒体客户。分析师此前预计接近 480 万。</blockquote></p><p> Shares of Netflix sunk 11% in after-hours trading to $489.28, wiping $25 billion off the company's market capitalization. Its stock has risen 27% over the past 12 months compared with a 63% increase in the tech-heavy Nasdaq Composite Index(.IXIC).</p><p><blockquote>Netflix 股价在盘后交易中下跌 11%,至 489.28 美元,使该公司市值蒸发 250 亿美元。过去 12 个月,其股价上涨了 27%,而以科技股为主的纳斯达克综合指数 (.IXIC) 则上涨了 63%。</blockquote></p><p> Netflix said it did not believe competition changed materially in the quarter or impacted its new sign-ups \"as the over-forecast was across all of our regions.\"</p><p><blockquote>Netflix 表示,它认为本季度的竞争没有发生重大变化,也没有影响其新注册用户,“因为我们所有地区的预测都过高”。</blockquote></p><p> The company projected membership growth would accelerate in the second half of the year when it releases new seasons of \"You,\" \"Money Heist,\" and \"The Witcher\" and action movie \"Red Notice,\" among other titles.</p><p><blockquote>该公司预计,下半年会员增长将加速,届时将发布《你》、《金钱抢劫》、《巫师》和动作片《红色通缉令》等新一季。</blockquote></p><p> A year ago, Netflix added a record 15.8 million customers as the pandemic forced people around the world to stay home. The company said on Tuesday the pandemic hindered filming new shows.</p><p><blockquote>一年前,由于疫情迫使世界各地的人们呆在家里,Netflix 增加了创纪录的 1580 万客户。该公司周二表示,疫情阻碍了新节目的拍摄。</blockquote></p><p> \"These dynamics are also contributing to a lighter content slate in the first half of 2021, and hence, we believe slower membership growth,\" the company said in its quarterly letter to shareholders.</p><p><blockquote>该公司在致股东的季度信中表示:“这些动态也导致 2021 年上半年的内容清单更加清淡,因此,我们认为会员增长将会放缓。”</blockquote></p><p> Analysts project people will spend less time streaming from their living rooms as COVID-19 vaccinations spread and more people emerge from their homes.</p><p><blockquote>分析师预计,随着 COVID-19 疫苗接种的传播以及越来越多的人走出家门,人们在客厅观看流媒体的时间将会减少。</blockquote></p><p> Rival media companies have declared streaming their priority and are spending billions to compete with Netflix. Walt Disney Co's(DIS.N)Disney+ crossed 100 million subscribers in March. Netflix's total streaming customers stood at 207.6 million at the end of March.</p><p><blockquote>竞争对手媒体公司已宣布流媒体是他们的首要任务,并正在花费数十亿美元与 Netflix 竞争。华特迪士尼公司 (DIS.N) 的 Disney+ 订阅用户在 3 月份突破了 1 亿。截至 3 月底,Netflix 的流媒体用户总数为 2.076 亿。</blockquote></p><p> Netflix's share of new U.S. subscribers fell to 8.5% during the quarter, down from 16.2% the same period a year ago, according to Kantar Media.</p><p><blockquote>根据 Kantar Media 的数据,本季度 Netflix 在美国新用户中的份额从去年同期的 16.2% 降至 8.5%。</blockquote></p><p> During the quarter, Netflix lost one of its most popular titles when workplace comedy \"The Office\" moved to Comcast Corp(CMCSA.O)streaming service Peacock.</p><p><blockquote>本季度,当职场喜剧《办公室》转移到康卡斯特公司(CMCSA.O)流媒体服务孔雀时,网飞失去了其最受欢迎的作品之一。</blockquote></p><p> Netflix also raised its monthly rates in Britain, Germany, Argentina and Japan during the quarter.</p><p><blockquote>Netflix 本季度还提高了英国、德国、阿根廷和日本的月费率。</blockquote></p><p> New customers totaled 1.8 million in Europe, 1.36 million in Asia and 360,000 in Latin America.</p><p><blockquote>欧洲新客户总数为180万,亚洲为136万,拉丁美洲为36万。</blockquote></p><p> \"What wasn't expected was the strength of the slowdown in international markets, where competition is significantly lower,\" said eMarketer analyst Eric Haggstrom.</p><p><blockquote>eMarketer 分析师埃里克·哈格斯特罗姆 (Eric Haggstrom) 表示:“没有预料到的是国际市场放缓的强度,那里的竞争明显较低。”</blockquote></p><p> Excluding items, the company earned $3.75 per share in the first quarter, beating analyst estimates of $2.97 per share.</p><p><blockquote>不包括项目,该公司第一季度每股收益为 3.75 美元,超过分析师预期的每股 2.97 美元。</blockquote></p><p> Revenue rose to $7.16 billion from $5.77 billion during the quarter, edging past estimates of $7.13 billion.</p><p><blockquote>收入从本季度的 57.7 亿美元增至 71.6 亿美元,略高于预期的 71.3 亿美元。</blockquote></p><p> Net income rose to $1.71 billion, or $3.75 per share, from $709 million, or $1.57 per share, a year earlier.</p><p><blockquote>净利润从去年同期的 7.09 亿美元(即每股 1.57 美元)增至 17.1 亿美元(即每股 3.75 美元)。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix shares tumbled more than 8% in premarket trading<blockquote>Netflix 股价在盘前交易中暴跌超过 8%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix shares tumbled more than 8% in premarket trading<blockquote>Netflix 股价在盘前交易中暴跌超过 8%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-21 16:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Netflix Inc said slower production of TV shows and movies during the pandemic hurt subscriber growth in the first quarter, sending shares of the world's largest streaming service down 8% in Wednesday premarket trading.</p><p><blockquote>Netflix Inc. 表示,疫情期间电视节目和电影制作放缓损害了第一季度的用户增长,导致这家全球最大流媒体服务的股价在周三盘前交易中下跌 8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5a93bcc114bbf3391d2ddf1fcbecc2b9\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p> Roughly 3.98 million people signed up for Netflix from January through March, below the 6.25 million average projection of analysts surveyed by Refinitiv.</p><p><blockquote>从 1 月到 3 月,大约有 398 万人注册了 Netflix,低于 Refinitiv 调查的分析师 625 万的平均预测。</blockquote></p><p> Netflix estimated it will add just 1 million new streaming customers in the second quarter. Analysts had expected a forecast of nearly 4.8 million.</p><p><blockquote>Netflix 预计第二季度仅新增 100 万流媒体客户。分析师此前预计接近 480 万。</blockquote></p><p> Shares of Netflix sunk 11% in after-hours trading to $489.28, wiping $25 billion off the company's market capitalization. Its stock has risen 27% over the past 12 months compared with a 63% increase in the tech-heavy Nasdaq Composite Index(.IXIC).</p><p><blockquote>Netflix 股价在盘后交易中下跌 11%,至 489.28 美元,使该公司市值蒸发 250 亿美元。过去 12 个月,其股价上涨了 27%,而以科技股为主的纳斯达克综合指数 (.IXIC) 则上涨了 63%。</blockquote></p><p> Netflix said it did not believe competition changed materially in the quarter or impacted its new sign-ups \"as the over-forecast was across all of our regions.\"</p><p><blockquote>Netflix 表示,它认为本季度的竞争没有发生重大变化,也没有影响其新注册用户,“因为我们所有地区的预测都过高”。</blockquote></p><p> The company projected membership growth would accelerate in the second half of the year when it releases new seasons of \"You,\" \"Money Heist,\" and \"The Witcher\" and action movie \"Red Notice,\" among other titles.</p><p><blockquote>该公司预计,下半年会员增长将加速,届时将发布《你》、《金钱抢劫》、《巫师》和动作片《红色通缉令》等新一季。</blockquote></p><p> A year ago, Netflix added a record 15.8 million customers as the pandemic forced people around the world to stay home. The company said on Tuesday the pandemic hindered filming new shows.</p><p><blockquote>一年前,由于疫情迫使世界各地的人们呆在家里,Netflix 增加了创纪录的 1580 万客户。该公司周二表示,疫情阻碍了新节目的拍摄。</blockquote></p><p> \"These dynamics are also contributing to a lighter content slate in the first half of 2021, and hence, we believe slower membership growth,\" the company said in its quarterly letter to shareholders.</p><p><blockquote>该公司在致股东的季度信中表示:“这些动态也导致 2021 年上半年的内容清单更加清淡,因此,我们认为会员增长将会放缓。”</blockquote></p><p> Analysts project people will spend less time streaming from their living rooms as COVID-19 vaccinations spread and more people emerge from their homes.</p><p><blockquote>分析师预计,随着 COVID-19 疫苗接种的传播以及越来越多的人走出家门,人们在客厅观看流媒体的时间将会减少。</blockquote></p><p> Rival media companies have declared streaming their priority and are spending billions to compete with Netflix. Walt Disney Co's(DIS.N)Disney+ crossed 100 million subscribers in March. Netflix's total streaming customers stood at 207.6 million at the end of March.</p><p><blockquote>竞争对手媒体公司已宣布流媒体是他们的首要任务,并正在花费数十亿美元与 Netflix 竞争。华特迪士尼公司 (DIS.N) 的 Disney+ 订阅用户在 3 月份突破了 1 亿。截至 3 月底,Netflix 的流媒体用户总数为 2.076 亿。</blockquote></p><p> Netflix's share of new U.S. subscribers fell to 8.5% during the quarter, down from 16.2% the same period a year ago, according to Kantar Media.</p><p><blockquote>根据 Kantar Media 的数据,本季度 Netflix 在美国新用户中的份额从去年同期的 16.2% 降至 8.5%。</blockquote></p><p> During the quarter, Netflix lost one of its most popular titles when workplace comedy \"The Office\" moved to Comcast Corp(CMCSA.O)streaming service Peacock.</p><p><blockquote>本季度,当职场喜剧《办公室》转移到康卡斯特公司(CMCSA.O)流媒体服务孔雀时,网飞失去了其最受欢迎的作品之一。</blockquote></p><p> Netflix also raised its monthly rates in Britain, Germany, Argentina and Japan during the quarter.</p><p><blockquote>Netflix 本季度还提高了英国、德国、阿根廷和日本的月费率。</blockquote></p><p> New customers totaled 1.8 million in Europe, 1.36 million in Asia and 360,000 in Latin America.</p><p><blockquote>欧洲新客户总数为180万,亚洲为136万,拉丁美洲为36万。</blockquote></p><p> \"What wasn't expected was the strength of the slowdown in international markets, where competition is significantly lower,\" said eMarketer analyst Eric Haggstrom.</p><p><blockquote>eMarketer 分析师埃里克·哈格斯特罗姆 (Eric Haggstrom) 表示:“没有预料到的是国际市场放缓的强度,那里的竞争明显较低。”</blockquote></p><p> Excluding items, the company earned $3.75 per share in the first quarter, beating analyst estimates of $2.97 per share.</p><p><blockquote>不包括项目,该公司第一季度每股收益为 3.75 美元,超过分析师预期的每股 2.97 美元。</blockquote></p><p> Revenue rose to $7.16 billion from $5.77 billion during the quarter, edging past estimates of $7.13 billion.</p><p><blockquote>收入从本季度的 57.7 亿美元增至 71.6 亿美元,略高于预期的 71.3 亿美元。</blockquote></p><p> Net income rose to $1.71 billion, or $3.75 per share, from $709 million, or $1.57 per share, a year earlier.</p><p><blockquote>净利润从去年同期的 7.09 亿美元(即每股 1.57 美元)增至 17.1 亿美元(即每股 3.75 美元)。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131238315","content_text":"Netflix Inc said slower production of TV shows and movies during the pandemic hurt subscriber growth in the first quarter, sending shares of the world's largest streaming service down 8% in Wednesday premarket trading.\n\nRoughly 3.98 million people signed up for Netflix from January through March, below the 6.25 million average projection of analysts surveyed by Refinitiv.\nNetflix estimated it will add just 1 million new streaming customers in the second quarter. Analysts had expected a forecast of nearly 4.8 million.\nShares of Netflix sunk 11% in after-hours trading to $489.28, wiping $25 billion off the company's market capitalization. Its stock has risen 27% over the past 12 months compared with a 63% increase in the tech-heavy Nasdaq Composite Index(.IXIC).\nNetflix said it did not believe competition changed materially in the quarter or impacted its new sign-ups \"as the over-forecast was across all of our regions.\"\nThe company projected membership growth would accelerate in the second half of the year when it releases new seasons of \"You,\" \"Money Heist,\" and \"The Witcher\" and action movie \"Red Notice,\" among other titles.\nA year ago, Netflix added a record 15.8 million customers as the pandemic forced people around the world to stay home. The company said on Tuesday the pandemic hindered filming new shows.\n\"These dynamics are also contributing to a lighter content slate in the first half of 2021, and hence, we believe slower membership growth,\" the company said in its quarterly letter to shareholders.\nAnalysts project people will spend less time streaming from their living rooms as COVID-19 vaccinations spread and more people emerge from their homes.\nRival media companies have declared streaming their priority and are spending billions to compete with Netflix. Walt Disney Co's(DIS.N)Disney+ crossed 100 million subscribers in March. Netflix's total streaming customers stood at 207.6 million at the end of March.\nNetflix's share of new U.S. subscribers fell to 8.5% during the quarter, down from 16.2% the same period a year ago, according to Kantar Media.\nDuring the quarter, Netflix lost one of its most popular titles when workplace comedy \"The Office\" moved to Comcast Corp(CMCSA.O)streaming service Peacock.\nNetflix also raised its monthly rates in Britain, Germany, Argentina and Japan during the quarter.\nNew customers totaled 1.8 million in Europe, 1.36 million in Asia and 360,000 in Latin America.\n\"What wasn't expected was the strength of the slowdown in international markets, where competition is significantly lower,\" said eMarketer analyst Eric Haggstrom.\nExcluding items, the company earned $3.75 per share in the first quarter, beating analyst estimates of $2.97 per share.\nRevenue rose to $7.16 billion from $5.77 billion during the quarter, edging past estimates of $7.13 billion.\nNet income rose to $1.71 billion, or $3.75 per share, from $709 million, or $1.57 per share, a year earlier.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344162439,"gmtCreate":1618388733521,"gmtModify":1634293300109,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Slightly confusing how this works!","listText":"Slightly confusing how this works!","text":"Slightly confusing how this works!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344162439","repostId":"2127461210","repostType":4,"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348155095,"gmtCreate":1617896179017,"gmtModify":1631888290542,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>went in too early, before the adjustments..=(","listText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>went in too early, before the adjustments..=(","text":"$Spotify Technology S.A.(SPOT)$went in too early, before the adjustments..=(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348155095","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341899511,"gmtCreate":1617800439733,"gmtModify":1634296447557,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Yay!","listText":"Yay!","text":"Yay!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341899511","repostId":"1199135554","repostType":4,"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343277534,"gmtCreate":1617721592328,"gmtModify":1634296898189,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576837088119232","idStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343277534","repostId":"2125902177","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":376892382,"gmtCreate":1619101460146,"gmtModify":1634288547092,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Ohhh good explanation ","listText":"Ohhh good explanation ","text":"Ohhh good explanation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/376892382","repostId":"1172040780","repostType":4,"repost":{"id":"1172040780","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619096972,"share":"https://www.laohunote.com/m/news/1172040780?lang=zh_CN&edition=full","pubTime":"2021-04-22 21:09","market":"us","language":"en","title":"3 EV Stocks That Are At Important Support Levels And Could Rebound<blockquote>3只处于重要支撑位并可能反弹的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172040780","media":"Benzinga Earnings","summary":"Electric vehicle companies NIO Inc. ,Tesla,Inc. , and Nikola Corporation are all trading close to support. This means there is a good chance they rally.Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay h","content":"<p><img src=\"https://static.tigerbbs.com/c1474f81bdbd94c87c3c2fd7c6b2c663\" tg-width=\"1200\" tg-height=\"630\"></p><p><blockquote></blockquote></p><p> Electric vehicle companies <b>NIO Inc.</b> (NYSE:NIO),<b>Tesla</b>,<b>Inc.</b> (NASDAQ:TSLA), and <b>Nikola Corporation</b> (NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.</p><p><blockquote>电动汽车公司<b>蔚来</b>(纽约证券交易所代码:蔚来汽车),<b>特斯拉</b>,<b>公司。</b>(纳斯达克股票代码:TSLA),以及<b>尼古拉公司</b>(纳斯达克股票代码:NKLA)均接近支撑位。这意味着他们很有可能反弹。</blockquote></p><p> Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.</p><p><blockquote>支撑是聚集在同一价格水平上的买家的集中。在支撑位,对股票的需求多于供应。卖家可以出售他们需要的一切,而不用担心压低价格。</blockquote></p><p> Downtrends end when they reach support levels.</p><p><blockquote>当下降趋势达到支撑位时,下降趋势就结束了。</blockquote></p><p> Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.</p><p><blockquote>有时,股票在下跌至支撑位后反弹。当一些市场参与者决定支付更高的价格时,就会发生这种情况。这些投资者认为,创造支撑的大买家最终将推高股价。他们想走在他们前面。</blockquote></p><p> Nio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.</p><p><blockquote>蔚来在 35 美元附近获得支撑。3月上中旬也达到了这个水平。两次都出现了小幅反弹,而且这种情况可能会再次发生。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f08d2b7d5a4ce9f09e0f8a96d111469\" tg-width=\"1528\" tg-height=\"816\"></p><p><blockquote></blockquote></p><p> Tesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.</p><p><blockquote>特斯拉在 700 美元附近获得支撑。700美元有支撑,因为这是一个阻力位,阻力位可以变成支撑。</blockquote></p><p> This happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.</p><p><blockquote>发生这种情况是因为许多以 700 美元出售股票的投资者认为,当股票随后走高时,他们犯了一个错误。这些投资者中的许多人决定回购股票,但他们只有在能以相同的价格买到股票时才会这样做。</blockquote></p><p> As a result, buy orders are placed at a level that had been resistance, which will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.</p><p><blockquote>因此,买单是在阻力位下的,这将创造支撑。如果这些买单足够多,该水平将变成支撑位。这里就是这种情况。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/16bc657cff0abad9f5cbacb644ad799c\" tg-width=\"1519\" tg-height=\"821\"></p><p><blockquote></blockquote></p><p> Shares of Nikola have come full circle.</p><p><blockquote>尼古拉的股价已经回到了原点。</blockquote></p><p> Last April, they were trading around $10 and soared to more than $90 in June. Since then, the stock has trended lower and is trading at $10 once again.</p><p><blockquote>去年4月,它们的交易价格在10美元左右,6月份飙升至90多美元。从那以后,该股一直呈下降趋势,再次以10美元的价格交易价格交易。</blockquote></p><p> There’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance shares stage some type of rebound.</p><p><blockquote>10 美元有支撑,因为投资者喜欢以偶数下单。在大幅下跌之后,股市有可能出现某种类型的反弹。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eac22ac2bd93e4ebad3120cc1f95348\" tg-width=\"1526\" tg-height=\"812\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 EV Stocks That Are At Important Support Levels And Could Rebound<blockquote>3只处于重要支撑位并可能反弹的电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 EV Stocks That Are At Important Support Levels And Could Rebound<blockquote>3只处于重要支撑位并可能反弹的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-04-22 21:09</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c1474f81bdbd94c87c3c2fd7c6b2c663\" tg-width=\"1200\" tg-height=\"630\"></p><p><blockquote></blockquote></p><p> Electric vehicle companies <b>NIO Inc.</b> (NYSE:NIO),<b>Tesla</b>,<b>Inc.</b> (NASDAQ:TSLA), and <b>Nikola Corporation</b> (NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.</p><p><blockquote>电动汽车公司<b>蔚来</b>(纽约证券交易所代码:蔚来汽车),<b>特斯拉</b>,<b>公司。</b>(纳斯达克股票代码:TSLA),以及<b>尼古拉公司</b>(纳斯达克股票代码:NKLA)均接近支撑位。这意味着他们很有可能反弹。</blockquote></p><p> Support is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.</p><p><blockquote>支撑是聚集在同一价格水平上的买家的集中。在支撑位,对股票的需求多于供应。卖家可以出售他们需要的一切,而不用担心压低价格。</blockquote></p><p> Downtrends end when they reach support levels.</p><p><blockquote>当下降趋势达到支撑位时,下降趋势就结束了。</blockquote></p><p> Sometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.</p><p><blockquote>有时,股票在下跌至支撑位后反弹。当一些市场参与者决定支付更高的价格时,就会发生这种情况。这些投资者认为,创造支撑的大买家最终将推高股价。他们想走在他们前面。</blockquote></p><p> Nio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.</p><p><blockquote>蔚来在 35 美元附近获得支撑。3月上中旬也达到了这个水平。两次都出现了小幅反弹,而且这种情况可能会再次发生。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f08d2b7d5a4ce9f09e0f8a96d111469\" tg-width=\"1528\" tg-height=\"816\"></p><p><blockquote></blockquote></p><p> Tesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.</p><p><blockquote>特斯拉在 700 美元附近获得支撑。700美元有支撑,因为这是一个阻力位,阻力位可以变成支撑。</blockquote></p><p> This happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.</p><p><blockquote>发生这种情况是因为许多以 700 美元出售股票的投资者认为,当股票随后走高时,他们犯了一个错误。这些投资者中的许多人决定回购股票,但他们只有在能以相同的价格买到股票时才会这样做。</blockquote></p><p> As a result, buy orders are placed at a level that had been resistance, which will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.</p><p><blockquote>因此,买单是在阻力位下的,这将创造支撑。如果这些买单足够多,该水平将变成支撑位。这里就是这种情况。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/16bc657cff0abad9f5cbacb644ad799c\" tg-width=\"1519\" tg-height=\"821\"></p><p><blockquote></blockquote></p><p> Shares of Nikola have come full circle.</p><p><blockquote>尼古拉的股价已经回到了原点。</blockquote></p><p> Last April, they were trading around $10 and soared to more than $90 in June. Since then, the stock has trended lower and is trading at $10 once again.</p><p><blockquote>去年4月,它们的交易价格在10美元左右,6月份飙升至90多美元。从那以后,该股一直呈下降趋势,再次以10美元的价格交易价格交易。</blockquote></p><p> There’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance shares stage some type of rebound.</p><p><blockquote>10 美元有支撑,因为投资者喜欢以偶数下单。在大幅下跌之后,股市有可能出现某种类型的反弹。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eac22ac2bd93e4ebad3120cc1f95348\" tg-width=\"1526\" tg-height=\"812\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172040780","content_text":"Electric vehicle companies NIO Inc. (NYSE:NIO),Tesla,Inc. (NASDAQ:TSLA), and Nikola Corporation (NASDAQ:NKLA) are all trading close to support. This means there is a good chance they rally.\nSupport is a concentration of buyers who have gathered at the same price level. At support levels, there is more demand for the stock than there is supply. Sellers can sell all they need to with no fear of pushing the price lower.\nDowntrends end when they reach support levels.\nSometimes, stocks rally after they fall to support. This happens when some of the market participants decide to pay higher prices. These investors think the large buyers who created the support will eventually drive the stock higher. They want to get ahead of them.\nNio has held support around the $35 level. It also reached this level in early and mid-March. Both times, a small rebound followed and that could happen again.\n\nTesla has held support around the $700 level. There is support at $700 because it was a resistance level and levels that were resistance can turn into support.\nThis happens because many of the investors who sold their shares at $700 believe they made a mistake when the shares traded higher afterward. A number of these investors decide to buy the stock back, but they will only do so if they can get it for the same price they sold at.\nAs a result, buy orders are placed at a level that had been resistance, which will create support. If there are enough of these buy orders, the level will turn into a support level. That’s the case here.\n\nShares of Nikola have come full circle.\nLast April, they were trading around $10 and soared to more than $90 in June. Since then, the stock has trended lower and is trading at $10 once again.\nThere’s support at $10 because investors like to place their orders at even numbers. After the steep decline, there's a chance shares stage some type of rebound.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9,"NKLA":0.9}},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341899511,"gmtCreate":1617800439733,"gmtModify":1634296447557,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Yay!","listText":"Yay!","text":"Yay!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341899511","repostId":"1199135554","repostType":4,"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100673831,"gmtCreate":1619613528223,"gmtModify":1634211348655,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Hmmm food for thought ","listText":"Hmmm food for thought ","text":"Hmmm food for thought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100673831","repostId":"1138128459","repostType":4,"repost":{"id":"1138128459","kind":"news","pubTimestamp":1619608043,"share":"https://www.laohunote.com/m/news/1138128459?lang=zh_CN&edition=full","pubTime":"2021-04-28 19:07","market":"us","language":"en","title":"5 Ultra-Popular Growth Stocks With 28% to 56% Upside, According to Wall Street<blockquote>华尔街称 5 只超受欢迎的成长型股票,上涨空间为 28% 至 56%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138128459","media":"Motley Fool","summary":"For 13 months, Wall Street has proved virtually unstoppable. Since hitting a bear market bottom on M","content":"<p>For 13 months, Wall Street has proved virtually unstoppable. Since hitting a bear market bottom on March 23, 2020, the broad-based<b>S&P 500</b>has galloped higher by 87%, through this past weekend. This handily outpaces the average bounce-back rally from a bear-market bottom and leaves the historic average annual return for the benchmark index eating dust.</p><p><blockquote>13个月来,华尔街几乎是不可阻挡的。自2020年3月23日触及熊市底部以来,基础广泛的<b>标普500</b>上周末上涨了 87%。这轻松超过了熊市底部的平均反弹,并使基准指数的历史平均年回报率化为乌有。</blockquote></p><p> Yet even at these lofty levels, Wall Street professionals see value. Based on the consensus one-year price targets of Wall Street analysts, five of the most populargrowth stocksoffer implied upside ranging from a low of 28% to as much as 56%.</p><p><blockquote>然而,即使在这些崇高的水平上,华尔街专业人士也看到了价值。根据华尔街分析师一致的一年目标价,五只最受欢迎的成长型股票暗示上涨空间从最低的 28% 到高达 56%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d19c9dd5972bb303415e3fb9e20fb2d4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Shopify: Implied upside of 31%</p><p><blockquote>Shopify:隐含上涨空间 31%</blockquote></p><p> First up is my absolute favorite software-as-a-service (SaaS) stock,<b>Shopify</b>(NYSE:SHOP). Even after gaining more than 1,000% over the past 3.5 years, Wall Street believes the company's stock offers an additional 31% upside to $1,434 a share over the next year.</p><p><blockquote>首先是我最喜欢的软件即服务(SaaS)股票,<b>商店</b>(纽约证券交易所代码:商店)。即使在过去 3.5 年上涨超过 1,000% 之后,华尔街认为该公司的股票明年仍将上涨 31%,达到每股 1,434 美元。</blockquote></p><p> Shopify's operating model of providing cloud-based e-commerce solutions to (primarily) small businessescouldn't be in a better place at the moment. Although it was initially hit by the pandemic with virtually all other retail-oriented companies, it quickly became apparent that Shopify's e-commerce platform would be a logical beneficiary as businesses shifted course and pushed online. The result was a 96% increase in gross merchandise value (GMV) transacted across its platform in 2020 to $119.6 billion. Over the past six years, GMV has grown at a compound annual rate of 77.7%.</p><p><blockquote>Shopify 为(主要)小型企业提供基于云的电子商务解决方案的运营模式目前再好不过了。尽管 Shopify 最初与几乎所有其他面向零售的公司一起受到了疫情的打击,但随着企业转变方向并转向线上,Shopify 的电子商务平台很快就变得显而易见,它将成为一个合乎逻辑的受益者。结果是,2020 年其平台上的商品总价值 (GMV) 增长了 96%,达到 1196 亿美元。在过去的六年里,GMV以77.7%的复合年增长率增长。</blockquote></p><p> What's made Shopify tick is both the discovery of the platform by new merchants and the ability to snag worthwhile deals with major retailers. The number of consumers using the platform increased by approximately 52% last year to 457 million. Meanwhile, itpartneredwith the likes of<b>Walmart</b> and<b>Pinterest</b>to streamline aspects of their online sales platforms.</p><p><blockquote>让Shopify成功的是新商家对该平台的发现,以及与主要零售商达成有价值交易的能力。去年使用该平台的消费者数量增加了约52%,达到4.57亿。同时,它还与<b>沃尔玛</b>和<b>Pinterest</b>简化其在线销售平台的各个方面。</blockquote></p><p> Shopify isn't remotely inexpensive on a fundamental basis. But if it can continue to grow its GMV at these insane levels, investors will gladly pay a hefty premium to own Shopify stock.</p><p><blockquote>从根本上来说,Shopify 一点也不便宜。但如果它能够继续以这些疯狂的水平增长其 GMV,投资者将很乐意支付高额溢价来持有 Shopify 股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/df219df7b01fbc2aa008c455f28b99e5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Teladoc Health: Implied upside of 40%</p><p><blockquote>Teladoc Health:隐含上涨空间为 40%</blockquote></p><p> Telemedicine giant<b>Teladoc Health</b>(NYSE:TDOC)has been exceptionally popular over the past year, for obvious reasons I'll touch on in a moment. According to Wall Street, shares of Teladoc could ascend past $250 over the next 12 months, giving it an implied upside of 40%.</p><p><blockquote>远程医疗巨头<b>泰拉多克健康</b>(纽约证券交易所股票代码:TDOC)在过去的一年里非常受欢迎,原因显而易见,我稍后会谈到。据华尔街报道,Teladoc 的股价在未来 12 个月内可能会升至 250 美元以上,隐含上涨空间为 40%。</blockquote></p><p> As you can imagine, physicians wanted to keep at-risk people and potentially infected patients out of offices and hospitals if at all possible last year. This led to Teladoc handling almost 10.6 million virtual visits in 2020, up from around 4.1 million in the previous year.</p><p><blockquote>你可以想象,去年,如果可能的话,医生们希望让高危人群和潜在感染的患者远离办公室和医院。这导致Teladoc在2020年处理了近1060万次虚拟访问,高于前一年的约410万次。</blockquote></p><p> But understand that telehealth is agame-changing healthcare modeland not just a one-year wonder because of the pandemic. It's far more convenient for patients, allows physicians to keep closer tabs on at-risk patients, and is usually billed at a lower rate than office visits, which health insurers love. These advantages are exactly why Teladoc's sales grew by an average annual rate of 74% between 2013 and 2019.</p><p><blockquote>但是要明白,远程医疗是一种改变游戏规则的医疗保健模式,而不仅仅是疫情一年的奇迹。这对患者来说方便得多,可以让医生更密切地关注高危患者,而且通常比健康保险公司喜欢的诊所就诊收费更低。这些优势正是 Teladoc 销售额在 2013 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Furthermore, Teladoc has a new toy, so to speak: Itacquired leading applied health signals company Livongo Healthin early November. Livongo leans on artificial intelligence to send tips and nudges to patients with chronic illnesses. These nudges help patients make behavioral changes that result in their leading healthier lives. The addition of Livongo makes Teladoc a veritable no-brainer buy.</p><p><blockquote>此外,Teladoc 可以说有一个新玩具:它在 11 月初收购了领先的应用健康信号公司 Livongo Healthin。Livongo依靠人工智能向慢性病患者发送提示和轻推。这些推动有助于患者做出行为改变,从而过上更健康的生活。Livongo 的加入使得 Teladoc 成为名副其实的明智之举。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0e47e6b6eced3a10e200ffd777619a0c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Snowflake: Implied upside of 28%</p><p><blockquote>雪花:隐含上涨空间为 28%</blockquote></p><p> Another high-growth stock with abundant upside according to Wall Street professionals is cloud data warehousing company<b>Snowflake</b>(NYSE:SNOW). After recently retracing to an all-time low, analysts see Snowflake gaining up to 28% to almost $301 a share over the next 12 months.</p><p><blockquote>华尔街专业人士认为,另一只具有巨大上涨空间的高增长股票是云数据仓库公司<b>雪花</b>(纽约证券交易所代码:雪)。在最近回落至历史低点后,分析师预计 Snowflake 将在未来 12 个月内上涨 28%,达到每股近 301 美元。</blockquote></p><p> As I alluded to with Shopify, we're witnessing a big push by businesses online and into the cloud, which has been a boon for most cloud infrastructure companies. Despite the worst economic downturn in decades, Snowflake grew its product revenue by 120% to $553.8 million in fiscal 2021. Although it's losing a lot of money at the moment, the services Snowflake offers should yield juicy margins as the company matures.</p><p><blockquote>正如我在Shopify中提到的,我们正在目睹企业大力推动在线和云,这对大多数云基础设施公司来说都是一个福音。尽管经历了几十年来最严重的经济衰退,Snowflake 在 2021 财年的产品收入仍增长了 120%,达到 5.538 亿美元。尽管目前亏损很多,但随着公司的成熟,雪花提供的服务应该会产生丰厚的利润。</blockquote></p><p></p><p> Arguably the most interesting thing about Snowflake is itssustainable competitive advantages. For instance, it offers a pay-as-you-go model that shuns the subscriptions that SaaS stocks often covet. By allowing its customers to pay based on their storage needs and Snowflake Compute Credits used, it's offering a highly transparent and cost-effective operating model.</p><p><blockquote>可以说,雪花最有趣的一点是它可持续的竞争优势。例如,它提供了现收现付模式,避免了SaaS股票经常觊觎的订阅。通过允许客户根据他们的存储需求和使用的雪花计算积分付费,它提供了一种高度透明和具有成本效益的运营模式。</blockquote></p><p> Even better, its platform islayered atop the most popular cloud infrastructure solutions, which makes the sharing of information seamless, regardless of storage provider.</p><p><blockquote>更好的是,它的平台位于最流行的云基础设施解决方案之上,这使得信息共享无缝,无论存储提供商是谁。</blockquote></p><p> Snowflake has some very big shoes to fill with its lofty valuation, but Wall Street believes the company can get it done.</p><p><blockquote>Snowflake 的高估值需要填补一些非常大的空缺,但华尔街相信该公司可以做到这一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bbafad9e87b7b7dacfefe92d4741b655\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Datadog: Implied upside of 35%</p><p><blockquote>Datadog:隐含上涨空间为 35%</blockquote></p><p> Have I mentioned that Wall Street has a thing forSaaS stocks? In addition to Shopify and Snowflake, analysts believe that application monitoring solutions provider<b>Datadog</b>(NASDAQ:DDOG)could surge to $121 a share over the next year. This implies up to 35% upside in its shares.</p><p><blockquote>我有没有提到华尔街对股票情有独钟?除了 Shopify 和 Snowflake 之外,分析师认为应用程序监控解决方案提供商<b>数据狗</b>(纳斯达克股票代码:DDOG)明年可能会飙升至每股 121 美元。这意味着其股价有高达 35% 的上涨空间。</blockquote></p><p> Keeping with the theme, Datadog looks to benefit from businesses completely shifting their strategy in the wake of the pandemic. With employees working remotely, it's become more important than ever that businesses stay on top of key metrics, oversee critical applications, and fully understand the behavior of their customers. Datadog's cloud-based solutions do all of this for its clients.</p><p><blockquote>与主题保持一致,Datadog希望从疫情后企业完全改变战略中受益。随着员工远程工作,企业掌握关键指标、监督关键应用程序并充分了解客户行为变得比以往任何时候都更加重要。Datadog基于云的解决方案为其客户做到了这一切。</blockquote></p><p> What's been most impressive about Datadog is the company's ability to attract bigger clients. While a 46% increase in customers with at least $100,000 in annual recurring revenue (ARR) is nice, the \"wow\" number is the 94% increase in the number of customers generating at least $1 million in ARR. This is a big reason the company's sales shot 66% higher in 2020 to $603.5 million.</p><p><blockquote>Datadog最令人印象深刻的是该公司吸引更大客户的能力。虽然年经常性收入(ARR)至少为10万美元的客户增加了46%是不错的,但“令人惊叹”的数字是产生至少100万美元ARR的客户数量增加了94%。这是该公司2020年销售额增长66%至6.035亿美元的一个重要原因。</blockquote></p><p> Similar to Snowflake, Datadog has a lot to prove with its lofty price-to-sales ratio. However, if it can continue to grow its sales by more than 30% annually, there'sno reason Wall Street's price target isn't within reach.</p><p><blockquote>与 Snowflake 类似,Datadog 的高市销率有很多需要证明的地方。然而,如果它的销售额能够继续以每年30%以上的速度增长,那么华尔街的价格目标就没有理由无法实现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99b3853458b2424e2901821012f5502f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Coinbase: Implied upside of 56%</p><p><blockquote>Coinbase:隐含上涨空间 56%</blockquote></p><p> Finally, recent initial public offering<b>Coinbase</b>(NASDAQ:COIN)offers the highest perceived upside among these five fast-growing companies. Though there were only four price targets listed through this past weekend, a lofty target of $600 a share skewed the consensus up to $456 a share. This suggests Coinbase could gain 56% over the coming 12 months.</p><p><blockquote>最后,最近的首次公开募股<b>比特币基地</b>(纳斯达克股票代码:COIN)在这五家快速增长的公司中提供了最高的感知上涨空间。尽管截至上周末只有四个目标价,但每股 600 美元的高目标使共识偏离至每股 456 美元。这表明 Coinbase 在未来 12 个月内可能会上涨 56%。</blockquote></p><p> There's no doubt that Coinbase has benefited from the euphoria surrounding cryptocurrencies like<b>Bitcoin</b>and <b>Ethereum</b>. With both rallying to new highs this year, Coinbase recorded $1.8 billion in revenue in the first quarter. For some context, that's more revenue than it had generated in the previous 24 months combined!</p><p><blockquote>毫无疑问,Coinbase 受益于围绕加密货币的狂热,例如<b>比特币</b>和<b>以太币</b>随着今年两者都创下新高,Coinbase 第一季度的收入达到 18 亿美元。在某些情况下,这比它过去 24 个月产生的收入总和还要多!</blockquote></p><p> However, unlike the other popular companies listed here,Coinbase's advantages look flimsy, at best. It runs the risk of competing crypto brokerages undercutting its fees, which could reduce its operating margins and growth rate dramatically over time.</p><p><blockquote>然而,与这里列出的其他热门公司不同,Coinbase 的优势充其量看起来很脆弱。它面临着竞争加密货币经纪公司降低费用的风险,这可能会随着时间的推移大幅降低其营业利润率和增长率。</blockquote></p><p> Furthermore,its business model looks to be built upon euphoria rather than innovation. With most of its revenue coming from Bitcoin and Ethereum trading, it's worrisome to see what happens when the price of these key assets stops rising. In a two-year stretch where Bitcoin lost 80% of its value, Coinbase saw its revenue nearly get halved.</p><p><blockquote>此外, 它的商业模式看起来建立在兴奋而不是创新的基础上。由于其大部分收入来自比特币和以太币交易,当这些关键资产的价格停止上涨时会发生什么令人担忧。在比特币价值损失 80% 的两年时间里,Coinbase 的收入几乎减半。</blockquote></p><p> In sum, Wall Street may be bullish on Coinbase, but this Fool isn't.</p><p><blockquote>总之,华尔街可能看好比特币基地,但这个傻瓜并不看好。</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>5 Ultra-Popular Growth Stocks With 28% to 56% Upside, According to Wall Street<blockquote>华尔街称 5 只超受欢迎的成长型股票,上涨空间为 28% 至 56%</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 Ultra-Popular Growth Stocks With 28% to 56% Upside, According to Wall Street<blockquote>华尔街称 5 只超受欢迎的成长型股票,上涨空间为 28% 至 56%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-28 19:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>For 13 months, Wall Street has proved virtually unstoppable. Since hitting a bear market bottom on March 23, 2020, the broad-based<b>S&P 500</b>has galloped higher by 87%, through this past weekend. This handily outpaces the average bounce-back rally from a bear-market bottom and leaves the historic average annual return for the benchmark index eating dust.</p><p><blockquote>13个月来,华尔街几乎是不可阻挡的。自2020年3月23日触及熊市底部以来,基础广泛的<b>标普500</b>上周末上涨了 87%。这轻松超过了熊市底部的平均反弹,并使基准指数的历史平均年回报率化为乌有。</blockquote></p><p> Yet even at these lofty levels, Wall Street professionals see value. Based on the consensus one-year price targets of Wall Street analysts, five of the most populargrowth stocksoffer implied upside ranging from a low of 28% to as much as 56%.</p><p><blockquote>然而,即使在这些崇高的水平上,华尔街专业人士也看到了价值。根据华尔街分析师一致的一年目标价,五只最受欢迎的成长型股票暗示上涨空间从最低的 28% 到高达 56%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d19c9dd5972bb303415e3fb9e20fb2d4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Shopify: Implied upside of 31%</p><p><blockquote>Shopify:隐含上涨空间 31%</blockquote></p><p> First up is my absolute favorite software-as-a-service (SaaS) stock,<b>Shopify</b>(NYSE:SHOP). Even after gaining more than 1,000% over the past 3.5 years, Wall Street believes the company's stock offers an additional 31% upside to $1,434 a share over the next year.</p><p><blockquote>首先是我最喜欢的软件即服务(SaaS)股票,<b>商店</b>(纽约证券交易所代码:商店)。即使在过去 3.5 年上涨超过 1,000% 之后,华尔街认为该公司的股票明年仍将上涨 31%,达到每股 1,434 美元。</blockquote></p><p> Shopify's operating model of providing cloud-based e-commerce solutions to (primarily) small businessescouldn't be in a better place at the moment. Although it was initially hit by the pandemic with virtually all other retail-oriented companies, it quickly became apparent that Shopify's e-commerce platform would be a logical beneficiary as businesses shifted course and pushed online. The result was a 96% increase in gross merchandise value (GMV) transacted across its platform in 2020 to $119.6 billion. Over the past six years, GMV has grown at a compound annual rate of 77.7%.</p><p><blockquote>Shopify 为(主要)小型企业提供基于云的电子商务解决方案的运营模式目前再好不过了。尽管 Shopify 最初与几乎所有其他面向零售的公司一起受到了疫情的打击,但随着企业转变方向并转向线上,Shopify 的电子商务平台很快就变得显而易见,它将成为一个合乎逻辑的受益者。结果是,2020 年其平台上的商品总价值 (GMV) 增长了 96%,达到 1196 亿美元。在过去的六年里,GMV以77.7%的复合年增长率增长。</blockquote></p><p> What's made Shopify tick is both the discovery of the platform by new merchants and the ability to snag worthwhile deals with major retailers. The number of consumers using the platform increased by approximately 52% last year to 457 million. Meanwhile, itpartneredwith the likes of<b>Walmart</b> and<b>Pinterest</b>to streamline aspects of their online sales platforms.</p><p><blockquote>让Shopify成功的是新商家对该平台的发现,以及与主要零售商达成有价值交易的能力。去年使用该平台的消费者数量增加了约52%,达到4.57亿。同时,它还与<b>沃尔玛</b>和<b>Pinterest</b>简化其在线销售平台的各个方面。</blockquote></p><p> Shopify isn't remotely inexpensive on a fundamental basis. But if it can continue to grow its GMV at these insane levels, investors will gladly pay a hefty premium to own Shopify stock.</p><p><blockquote>从根本上来说,Shopify 一点也不便宜。但如果它能够继续以这些疯狂的水平增长其 GMV,投资者将很乐意支付高额溢价来持有 Shopify 股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/df219df7b01fbc2aa008c455f28b99e5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Teladoc Health: Implied upside of 40%</p><p><blockquote>Teladoc Health:隐含上涨空间为 40%</blockquote></p><p> Telemedicine giant<b>Teladoc Health</b>(NYSE:TDOC)has been exceptionally popular over the past year, for obvious reasons I'll touch on in a moment. According to Wall Street, shares of Teladoc could ascend past $250 over the next 12 months, giving it an implied upside of 40%.</p><p><blockquote>远程医疗巨头<b>泰拉多克健康</b>(纽约证券交易所股票代码:TDOC)在过去的一年里非常受欢迎,原因显而易见,我稍后会谈到。据华尔街报道,Teladoc 的股价在未来 12 个月内可能会升至 250 美元以上,隐含上涨空间为 40%。</blockquote></p><p> As you can imagine, physicians wanted to keep at-risk people and potentially infected patients out of offices and hospitals if at all possible last year. This led to Teladoc handling almost 10.6 million virtual visits in 2020, up from around 4.1 million in the previous year.</p><p><blockquote>你可以想象,去年,如果可能的话,医生们希望让高危人群和潜在感染的患者远离办公室和医院。这导致Teladoc在2020年处理了近1060万次虚拟访问,高于前一年的约410万次。</blockquote></p><p> But understand that telehealth is agame-changing healthcare modeland not just a one-year wonder because of the pandemic. It's far more convenient for patients, allows physicians to keep closer tabs on at-risk patients, and is usually billed at a lower rate than office visits, which health insurers love. These advantages are exactly why Teladoc's sales grew by an average annual rate of 74% between 2013 and 2019.</p><p><blockquote>但是要明白,远程医疗是一种改变游戏规则的医疗保健模式,而不仅仅是疫情一年的奇迹。这对患者来说方便得多,可以让医生更密切地关注高危患者,而且通常比健康保险公司喜欢的诊所就诊收费更低。这些优势正是 Teladoc 销售额在 2013 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Furthermore, Teladoc has a new toy, so to speak: Itacquired leading applied health signals company Livongo Healthin early November. Livongo leans on artificial intelligence to send tips and nudges to patients with chronic illnesses. These nudges help patients make behavioral changes that result in their leading healthier lives. The addition of Livongo makes Teladoc a veritable no-brainer buy.</p><p><blockquote>此外,Teladoc 可以说有一个新玩具:它在 11 月初收购了领先的应用健康信号公司 Livongo Healthin。Livongo依靠人工智能向慢性病患者发送提示和轻推。这些推动有助于患者做出行为改变,从而过上更健康的生活。Livongo 的加入使得 Teladoc 成为名副其实的明智之举。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0e47e6b6eced3a10e200ffd777619a0c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Snowflake: Implied upside of 28%</p><p><blockquote>雪花:隐含上涨空间为 28%</blockquote></p><p> Another high-growth stock with abundant upside according to Wall Street professionals is cloud data warehousing company<b>Snowflake</b>(NYSE:SNOW). After recently retracing to an all-time low, analysts see Snowflake gaining up to 28% to almost $301 a share over the next 12 months.</p><p><blockquote>华尔街专业人士认为,另一只具有巨大上涨空间的高增长股票是云数据仓库公司<b>雪花</b>(纽约证券交易所代码:雪)。在最近回落至历史低点后,分析师预计 Snowflake 将在未来 12 个月内上涨 28%,达到每股近 301 美元。</blockquote></p><p> As I alluded to with Shopify, we're witnessing a big push by businesses online and into the cloud, which has been a boon for most cloud infrastructure companies. Despite the worst economic downturn in decades, Snowflake grew its product revenue by 120% to $553.8 million in fiscal 2021. Although it's losing a lot of money at the moment, the services Snowflake offers should yield juicy margins as the company matures.</p><p><blockquote>正如我在Shopify中提到的,我们正在目睹企业大力推动在线和云,这对大多数云基础设施公司来说都是一个福音。尽管经历了几十年来最严重的经济衰退,Snowflake 在 2021 财年的产品收入仍增长了 120%,达到 5.538 亿美元。尽管目前亏损很多,但随着公司的成熟,雪花提供的服务应该会产生丰厚的利润。</blockquote></p><p></p><p> Arguably the most interesting thing about Snowflake is itssustainable competitive advantages. For instance, it offers a pay-as-you-go model that shuns the subscriptions that SaaS stocks often covet. By allowing its customers to pay based on their storage needs and Snowflake Compute Credits used, it's offering a highly transparent and cost-effective operating model.</p><p><blockquote>可以说,雪花最有趣的一点是它可持续的竞争优势。例如,它提供了现收现付模式,避免了SaaS股票经常觊觎的订阅。通过允许客户根据他们的存储需求和使用的雪花计算积分付费,它提供了一种高度透明和具有成本效益的运营模式。</blockquote></p><p> Even better, its platform islayered atop the most popular cloud infrastructure solutions, which makes the sharing of information seamless, regardless of storage provider.</p><p><blockquote>更好的是,它的平台位于最流行的云基础设施解决方案之上,这使得信息共享无缝,无论存储提供商是谁。</blockquote></p><p> Snowflake has some very big shoes to fill with its lofty valuation, but Wall Street believes the company can get it done.</p><p><blockquote>Snowflake 的高估值需要填补一些非常大的空缺,但华尔街相信该公司可以做到这一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bbafad9e87b7b7dacfefe92d4741b655\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Datadog: Implied upside of 35%</p><p><blockquote>Datadog:隐含上涨空间为 35%</blockquote></p><p> Have I mentioned that Wall Street has a thing forSaaS stocks? In addition to Shopify and Snowflake, analysts believe that application monitoring solutions provider<b>Datadog</b>(NASDAQ:DDOG)could surge to $121 a share over the next year. This implies up to 35% upside in its shares.</p><p><blockquote>我有没有提到华尔街对股票情有独钟?除了 Shopify 和 Snowflake 之外,分析师认为应用程序监控解决方案提供商<b>数据狗</b>(纳斯达克股票代码:DDOG)明年可能会飙升至每股 121 美元。这意味着其股价有高达 35% 的上涨空间。</blockquote></p><p> Keeping with the theme, Datadog looks to benefit from businesses completely shifting their strategy in the wake of the pandemic. With employees working remotely, it's become more important than ever that businesses stay on top of key metrics, oversee critical applications, and fully understand the behavior of their customers. Datadog's cloud-based solutions do all of this for its clients.</p><p><blockquote>与主题保持一致,Datadog希望从疫情后企业完全改变战略中受益。随着员工远程工作,企业掌握关键指标、监督关键应用程序并充分了解客户行为变得比以往任何时候都更加重要。Datadog基于云的解决方案为其客户做到了这一切。</blockquote></p><p> What's been most impressive about Datadog is the company's ability to attract bigger clients. While a 46% increase in customers with at least $100,000 in annual recurring revenue (ARR) is nice, the \"wow\" number is the 94% increase in the number of customers generating at least $1 million in ARR. This is a big reason the company's sales shot 66% higher in 2020 to $603.5 million.</p><p><blockquote>Datadog最令人印象深刻的是该公司吸引更大客户的能力。虽然年经常性收入(ARR)至少为10万美元的客户增加了46%是不错的,但“令人惊叹”的数字是产生至少100万美元ARR的客户数量增加了94%。这是该公司2020年销售额增长66%至6.035亿美元的一个重要原因。</blockquote></p><p> Similar to Snowflake, Datadog has a lot to prove with its lofty price-to-sales ratio. However, if it can continue to grow its sales by more than 30% annually, there'sno reason Wall Street's price target isn't within reach.</p><p><blockquote>与 Snowflake 类似,Datadog 的高市销率有很多需要证明的地方。然而,如果它的销售额能够继续以每年30%以上的速度增长,那么华尔街的价格目标就没有理由无法实现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99b3853458b2424e2901821012f5502f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Coinbase: Implied upside of 56%</p><p><blockquote>Coinbase:隐含上涨空间 56%</blockquote></p><p> Finally, recent initial public offering<b>Coinbase</b>(NASDAQ:COIN)offers the highest perceived upside among these five fast-growing companies. Though there were only four price targets listed through this past weekend, a lofty target of $600 a share skewed the consensus up to $456 a share. This suggests Coinbase could gain 56% over the coming 12 months.</p><p><blockquote>最后,最近的首次公开募股<b>比特币基地</b>(纳斯达克股票代码:COIN)在这五家快速增长的公司中提供了最高的感知上涨空间。尽管截至上周末只有四个目标价,但每股 600 美元的高目标使共识偏离至每股 456 美元。这表明 Coinbase 在未来 12 个月内可能会上涨 56%。</blockquote></p><p> There's no doubt that Coinbase has benefited from the euphoria surrounding cryptocurrencies like<b>Bitcoin</b>and <b>Ethereum</b>. With both rallying to new highs this year, Coinbase recorded $1.8 billion in revenue in the first quarter. For some context, that's more revenue than it had generated in the previous 24 months combined!</p><p><blockquote>毫无疑问,Coinbase 受益于围绕加密货币的狂热,例如<b>比特币</b>和<b>以太币</b>随着今年两者都创下新高,Coinbase 第一季度的收入达到 18 亿美元。在某些情况下,这比它过去 24 个月产生的收入总和还要多!</blockquote></p><p> However, unlike the other popular companies listed here,Coinbase's advantages look flimsy, at best. It runs the risk of competing crypto brokerages undercutting its fees, which could reduce its operating margins and growth rate dramatically over time.</p><p><blockquote>然而,与这里列出的其他热门公司不同,Coinbase 的优势充其量看起来很脆弱。它面临着竞争加密货币经纪公司降低费用的风险,这可能会随着时间的推移大幅降低其营业利润率和增长率。</blockquote></p><p> Furthermore,its business model looks to be built upon euphoria rather than innovation. With most of its revenue coming from Bitcoin and Ethereum trading, it's worrisome to see what happens when the price of these key assets stops rising. In a two-year stretch where Bitcoin lost 80% of its value, Coinbase saw its revenue nearly get halved.</p><p><blockquote>此外, 它的商业模式看起来建立在兴奋而不是创新的基础上。由于其大部分收入来自比特币和以太币交易,当这些关键资产的价格停止上涨时会发生什么令人担忧。在比特币价值损失 80% 的两年时间里,Coinbase 的收入几乎减半。</blockquote></p><p> In sum, Wall Street may be bullish on Coinbase, but this Fool isn't.</p><p><blockquote>总之,华尔街可能看好比特币基地,但这个傻瓜并不看好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/28/5-growth-stocks-with-28-to-56-upside-wall-street/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","SHOP":"Shopify Inc","DDOG":"Datadog","SNOW":"Snowflake","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/04/28/5-growth-stocks-with-28-to-56-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138128459","content_text":"For 13 months, Wall Street has proved virtually unstoppable. Since hitting a bear market bottom on March 23, 2020, the broad-basedS&P 500has galloped higher by 87%, through this past weekend. This handily outpaces the average bounce-back rally from a bear-market bottom and leaves the historic average annual return for the benchmark index eating dust.\nYet even at these lofty levels, Wall Street professionals see value. Based on the consensus one-year price targets of Wall Street analysts, five of the most populargrowth stocksoffer implied upside ranging from a low of 28% to as much as 56%.\n\nIMAGE SOURCE: GETTY IMAGES.\nShopify: Implied upside of 31%\nFirst up is my absolute favorite software-as-a-service (SaaS) stock,Shopify(NYSE:SHOP). Even after gaining more than 1,000% over the past 3.5 years, Wall Street believes the company's stock offers an additional 31% upside to $1,434 a share over the next year.\nShopify's operating model of providing cloud-based e-commerce solutions to (primarily) small businessescouldn't be in a better place at the moment. Although it was initially hit by the pandemic with virtually all other retail-oriented companies, it quickly became apparent that Shopify's e-commerce platform would be a logical beneficiary as businesses shifted course and pushed online. The result was a 96% increase in gross merchandise value (GMV) transacted across its platform in 2020 to $119.6 billion. Over the past six years, GMV has grown at a compound annual rate of 77.7%.\nWhat's made Shopify tick is both the discovery of the platform by new merchants and the ability to snag worthwhile deals with major retailers. The number of consumers using the platform increased by approximately 52% last year to 457 million. Meanwhile, itpartneredwith the likes ofWalmart andPinterestto streamline aspects of their online sales platforms.\nShopify isn't remotely inexpensive on a fundamental basis. But if it can continue to grow its GMV at these insane levels, investors will gladly pay a hefty premium to own Shopify stock.\n\nIMAGE SOURCE: GETTY IMAGES.\nTeladoc Health: Implied upside of 40%\nTelemedicine giantTeladoc Health(NYSE:TDOC)has been exceptionally popular over the past year, for obvious reasons I'll touch on in a moment. According to Wall Street, shares of Teladoc could ascend past $250 over the next 12 months, giving it an implied upside of 40%.\nAs you can imagine, physicians wanted to keep at-risk people and potentially infected patients out of offices and hospitals if at all possible last year. This led to Teladoc handling almost 10.6 million virtual visits in 2020, up from around 4.1 million in the previous year.\nBut understand that telehealth is agame-changing healthcare modeland not just a one-year wonder because of the pandemic. It's far more convenient for patients, allows physicians to keep closer tabs on at-risk patients, and is usually billed at a lower rate than office visits, which health insurers love. These advantages are exactly why Teladoc's sales grew by an average annual rate of 74% between 2013 and 2019.\nFurthermore, Teladoc has a new toy, so to speak: Itacquired leading applied health signals company Livongo Healthin early November. Livongo leans on artificial intelligence to send tips and nudges to patients with chronic illnesses. These nudges help patients make behavioral changes that result in their leading healthier lives. The addition of Livongo makes Teladoc a veritable no-brainer buy.\n\nIMAGE SOURCE: GETTY IMAGES.\nSnowflake: Implied upside of 28%\nAnother high-growth stock with abundant upside according to Wall Street professionals is cloud data warehousing companySnowflake(NYSE:SNOW). After recently retracing to an all-time low, analysts see Snowflake gaining up to 28% to almost $301 a share over the next 12 months.\nAs I alluded to with Shopify, we're witnessing a big push by businesses online and into the cloud, which has been a boon for most cloud infrastructure companies. Despite the worst economic downturn in decades, Snowflake grew its product revenue by 120% to $553.8 million in fiscal 2021. Although it's losing a lot of money at the moment, the services Snowflake offers should yield juicy margins as the company matures.\nArguably the most interesting thing about Snowflake is itssustainable competitive advantages. For instance, it offers a pay-as-you-go model that shuns the subscriptions that SaaS stocks often covet. By allowing its customers to pay based on their storage needs and Snowflake Compute Credits used, it's offering a highly transparent and cost-effective operating model.\nEven better, its platform islayered atop the most popular cloud infrastructure solutions, which makes the sharing of information seamless, regardless of storage provider.\nSnowflake has some very big shoes to fill with its lofty valuation, but Wall Street believes the company can get it done.\n\nIMAGE SOURCE: GETTY IMAGES.\nDatadog: Implied upside of 35%\nHave I mentioned that Wall Street has a thing forSaaS stocks? In addition to Shopify and Snowflake, analysts believe that application monitoring solutions providerDatadog(NASDAQ:DDOG)could surge to $121 a share over the next year. This implies up to 35% upside in its shares.\nKeeping with the theme, Datadog looks to benefit from businesses completely shifting their strategy in the wake of the pandemic. With employees working remotely, it's become more important than ever that businesses stay on top of key metrics, oversee critical applications, and fully understand the behavior of their customers. Datadog's cloud-based solutions do all of this for its clients.\nWhat's been most impressive about Datadog is the company's ability to attract bigger clients. While a 46% increase in customers with at least $100,000 in annual recurring revenue (ARR) is nice, the \"wow\" number is the 94% increase in the number of customers generating at least $1 million in ARR. This is a big reason the company's sales shot 66% higher in 2020 to $603.5 million.\nSimilar to Snowflake, Datadog has a lot to prove with its lofty price-to-sales ratio. However, if it can continue to grow its sales by more than 30% annually, there'sno reason Wall Street's price target isn't within reach.\n\nIMAGE SOURCE: GETTY IMAGES.\nCoinbase: Implied upside of 56%\nFinally, recent initial public offeringCoinbase(NASDAQ:COIN)offers the highest perceived upside among these five fast-growing companies. Though there were only four price targets listed through this past weekend, a lofty target of $600 a share skewed the consensus up to $456 a share. This suggests Coinbase could gain 56% over the coming 12 months.\nThere's no doubt that Coinbase has benefited from the euphoria surrounding cryptocurrencies likeBitcoinand Ethereum. With both rallying to new highs this year, Coinbase recorded $1.8 billion in revenue in the first quarter. For some context, that's more revenue than it had generated in the previous 24 months combined!\nHowever, unlike the other popular companies listed here,Coinbase's advantages look flimsy, at best. It runs the risk of competing crypto brokerages undercutting its fees, which could reduce its operating margins and growth rate dramatically over time.\nFurthermore,its business model looks to be built upon euphoria rather than innovation. With most of its revenue coming from Bitcoin and Ethereum trading, it's worrisome to see what happens when the price of these key assets stops rising. In a two-year stretch where Bitcoin lost 80% of its value, Coinbase saw its revenue nearly get halved.\nIn sum, Wall Street may be bullish on Coinbase, but this Fool isn't.","news_type":1,"symbols_score_info":{"SNOW":0.9,"SHOP":0.9,"DDOG":0.9,"COIN":0.9,"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198310782,"gmtCreate":1620925137746,"gmtModify":1634195230283,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Informative read","listText":"Informative read","text":"Informative read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198310782","repostId":"1116555518","repostType":4,"isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191915440,"gmtCreate":1620833123680,"gmtModify":1634195961583,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Red.....","listText":"Red.....","text":"Red.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/191915440","repostId":"1109603661","repostType":4,"isVote":1,"tweetType":1,"viewCount":3389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193940199,"gmtCreate":1620747860711,"gmtModify":1634196609527,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"[流泪] ","listText":"[流泪] ","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193940199","repostId":"1171091038","repostType":4,"repost":{"id":"1171091038","kind":"news","pubTimestamp":1620745886,"share":"https://www.laohunote.com/m/news/1171091038?lang=zh_CN&edition=full","pubTime":"2021-05-11 23:11","market":"us","language":"en","title":"Should We Fear, Inflation Is Here<blockquote>如果我们害怕,通货膨胀就在这里</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171091038","media":"zerohedge","summary":"It’s becoming hard to ignore inflationary pressures, whether one is a central banker or not. Tech in","content":"<p>It’s becoming hard to ignore inflationary pressures, whether one is a central banker or not. Tech investors are taking notice with Monday’s Nasdaq 100 slump the largest since mid-March, while China’s producer prices accelerated overnight. VIX futures are higher with broad risk aversion setting up for European equities to catch up to the late downbeat U.S. session.</p><p><blockquote>无论是否是央行行长,都很难忽视通胀压力。科技投资者正在关注周一纳斯达克 100 指数创下 3 月中旬以来的最大跌幅,而中国生产者价格隔夜加速上涨。VIX 期货走高,欧洲股市普遍避险情绪为追赶美国股市尾盘的低迷行情奠定了基础。</blockquote></p><p> At least investor jitters that rising inflation could lift bond yields, and sap equities’ appeal could take comfort from real yields. The 10-year U.S. inflation-adjusted benchmark tumbled to three-month lows, keeping nominal yields in check as breakevens jumped to multi-year highs.</p><p><blockquote>至少投资者担心通胀上升可能会推高债券收益率,而 sap 股票的吸引力可能会从实际收益率中得到安慰。美国10年期通胀调整基准跌至三个月低点,随着盈亏平衡点跃升至多年高点,名义收益率受到控制。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e8047b97c104b947668ce19b34f7fd4a\" tg-width=\"1259\" tg-height=\"716\"></p><p><blockquote></blockquote></p><p> Financial conditions reached another record, while evidence of stocks’ rotation remains: S&P 500 energy and financials advanced over the past 5 sessions, value is outperforming growth –- particularly in Europe -- and the RTY/NDX is well, steady –- much like 10-year nominal yields around 1.60%.</p><p><blockquote>金融状况再创新高,而股市轮动的证据依然存在: 标普500能源和金融股在过去 5 个交易日中上涨,价值跑赢增长--尤其是在欧洲--RTY/NDX 表现良好、稳定--与 1.60% 左右的 10 年期名义收益率非常相似。</blockquote></p><p> U.S. labor market frictions look to be adding to inflation fears, with JOLTs data, a leading indicator of hiring, likely to signal workers’ growing pricing power. And the NFIB small business optimism will be watched today for supply side constraints –- last month, job openings that were “hard to fill” reached at least a four-decade high. Of course, labor market dislocations remain and a handful of Fed speakers today will no doubt look to assuage inflation fears and discount near-term tapering risks. Not like Bill Dudley.</p><p><blockquote>美国劳动力市场的摩擦似乎加剧了对通胀的担忧,JOLTs 数据是招聘的领先指标,可能表明工人的定价权正在增强。由于供应方面的限制,NFIB 小企业的乐观情绪今天将受到关注--上个月,“难以填补 ”的职位空缺至少达到了四十年来的新高。当然,劳动力市场的混乱依然存在,今天的一些美联储发言人无疑会寻求缓解通胀担忧并淡化近期缩减规模的风险。不像比尔·达德利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98df6b5f32251d558127766afc21fad8\" tg-width=\"1257\" tg-height=\"710\"></p><p><blockquote></blockquote></p><p> Whether the Fed falls too far behind the curve remains up for debate. Markets, on the other hand, aren’t as comfortable looking through transitory inflation as evidence builds and expectations climb -- that could become a self-fulfilling prophecy after all.</p><p><blockquote>美联储是否落后曲线太多仍有争议。另一方面,随着证据的积累和预期的攀升,市场并不乐意看待短暂的通胀--这毕竟可能成为一个自我实现的预言。</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>Should We Fear, Inflation Is Here<blockquote>如果我们害怕,通货膨胀就在这里</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\">\nShould We Fear, Inflation Is Here<blockquote>如果我们害怕,通货膨胀就在这里</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-11 23:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s becoming hard to ignore inflationary pressures, whether one is a central banker or not. Tech investors are taking notice with Monday’s Nasdaq 100 slump the largest since mid-March, while China’s producer prices accelerated overnight. VIX futures are higher with broad risk aversion setting up for European equities to catch up to the late downbeat U.S. session.</p><p><blockquote>无论是否是央行行长,都很难忽视通胀压力。科技投资者正在关注周一纳斯达克 100 指数创下 3 月中旬以来的最大跌幅,而中国生产者价格隔夜加速上涨。VIX 期货走高,欧洲股市普遍避险情绪为追赶美国股市尾盘的低迷行情奠定了基础。</blockquote></p><p> At least investor jitters that rising inflation could lift bond yields, and sap equities’ appeal could take comfort from real yields. The 10-year U.S. inflation-adjusted benchmark tumbled to three-month lows, keeping nominal yields in check as breakevens jumped to multi-year highs.</p><p><blockquote>至少投资者担心通胀上升可能会推高债券收益率,而 sap 股票的吸引力可能会从实际收益率中得到安慰。美国10年期通胀调整基准跌至三个月低点,随着盈亏平衡点跃升至多年高点,名义收益率受到控制。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e8047b97c104b947668ce19b34f7fd4a\" tg-width=\"1259\" tg-height=\"716\"></p><p><blockquote></blockquote></p><p> Financial conditions reached another record, while evidence of stocks’ rotation remains: S&P 500 energy and financials advanced over the past 5 sessions, value is outperforming growth –- particularly in Europe -- and the RTY/NDX is well, steady –- much like 10-year nominal yields around 1.60%.</p><p><blockquote>金融状况再创新高,而股市轮动的证据依然存在: 标普500能源和金融股在过去 5 个交易日中上涨,价值跑赢增长--尤其是在欧洲--RTY/NDX 表现良好、稳定--与 1.60% 左右的 10 年期名义收益率非常相似。</blockquote></p><p> U.S. labor market frictions look to be adding to inflation fears, with JOLTs data, a leading indicator of hiring, likely to signal workers’ growing pricing power. And the NFIB small business optimism will be watched today for supply side constraints –- last month, job openings that were “hard to fill” reached at least a four-decade high. Of course, labor market dislocations remain and a handful of Fed speakers today will no doubt look to assuage inflation fears and discount near-term tapering risks. Not like Bill Dudley.</p><p><blockquote>美国劳动力市场的摩擦似乎加剧了对通胀的担忧,JOLTs 数据是招聘的领先指标,可能表明工人的定价权正在增强。由于供应方面的限制,NFIB 小企业的乐观情绪今天将受到关注--上个月,“难以填补 ”的职位空缺至少达到了四十年来的新高。当然,劳动力市场的混乱依然存在,今天的一些美联储发言人无疑会寻求缓解通胀担忧并淡化近期缩减规模的风险。不像比尔·达德利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98df6b5f32251d558127766afc21fad8\" tg-width=\"1257\" tg-height=\"710\"></p><p><blockquote></blockquote></p><p> Whether the Fed falls too far behind the curve remains up for debate. Markets, on the other hand, aren’t as comfortable looking through transitory inflation as evidence builds and expectations climb -- that could become a self-fulfilling prophecy after all.</p><p><blockquote>美联储是否落后曲线太多仍有争议。另一方面,随着证据的积累和预期的攀升,市场并不乐意看待短暂的通胀--这毕竟可能成为一个自我实现的预言。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/should-we-fear-inflation-here\">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",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/should-we-fear-inflation-here","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171091038","content_text":"It’s becoming hard to ignore inflationary pressures, whether one is a central banker or not. Tech investors are taking notice with Monday’s Nasdaq 100 slump the largest since mid-March, while China’s producer prices accelerated overnight. VIX futures are higher with broad risk aversion setting up for European equities to catch up to the late downbeat U.S. session.\nAt least investor jitters that rising inflation could lift bond yields, and sap equities’ appeal could take comfort from real yields. The 10-year U.S. inflation-adjusted benchmark tumbled to three-month lows, keeping nominal yields in check as breakevens jumped to multi-year highs.\n\nFinancial conditions reached another record, while evidence of stocks’ rotation remains: S&P 500 energy and financials advanced over the past 5 sessions, value is outperforming growth –- particularly in Europe -- and the RTY/NDX is well, steady –- much like 10-year nominal yields around 1.60%.\nU.S. labor market frictions look to be adding to inflation fears, with JOLTs data, a leading indicator of hiring, likely to signal workers’ growing pricing power. And the NFIB small business optimism will be watched today for supply side constraints –- last month, job openings that were “hard to fill” reached at least a four-decade high. Of course, labor market dislocations remain and a handful of Fed speakers today will no doubt look to assuage inflation fears and discount near-term tapering risks. Not like Bill Dudley.\n\nWhether the Fed falls too far behind the curve remains up for debate. Markets, on the other hand, aren’t as comfortable looking through transitory inflation as evidence builds and expectations climb -- that could become a self-fulfilling prophecy after all.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106713370,"gmtCreate":1620144731590,"gmtModify":1634207457908,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Omg ","listText":"Omg ","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106713370","repostId":"1195636027","repostType":4,"repost":{"id":"1195636027","kind":"news","pubTimestamp":1620137110,"share":"https://www.laohunote.com/m/news/1195636027?lang=zh_CN&edition=full","pubTime":"2021-05-04 22:05","market":"us","language":"en","title":"\"It Could Get Weird\": Stocks Puke As \"Extreme\" Negative Gamma Strikes<blockquote>“情况可能会变得奇怪”:股市因“极端”负伽马射线袭击而呕吐</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195636027","media":"zerohedge","summary":"Just like late February when we had the firstinflation scare-cum-Treasury tantrum,Tech is breaking d","content":"<p>Just like late February when we had the first<i>inflation scare-cum-Treasury tantrum,</i>Tech is breaking down, and look no further than Amazon for the evidence.</p><p><blockquote>就像二月底我们第一次<i>通货膨胀恐慌和财政部发脾气,</i>科技正在崩溃,亚马逊就是最好的证明。</blockquote></p><p> In just the three days since reporting blowout Q1 earnings which sent its stock to a new all time high, AMZN stock is down over 9% and is on the verge of a correction. Other FAAMGs, most notably Apple which had a just as impressive quarter, are not faring any better.</p><p><blockquote>在公布第一季度财报并将其股价推至历史新高后的短短三天内,AMZN 股价已下跌超过 9%,濒临回调。其他 FAAMG,尤其是苹果,其季度业绩同样令人印象深刻,但情况也好不到哪里去。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c89d66b1ced8ac68b5fb3ff40b54f134\" tg-width=\"500\" tg-height=\"240\"></p><p><blockquote></blockquote></p><p> However, unlike late February when tech was monkeyhammered mostly as a result of sharply surging yields, this time there is the double whammy of deeply negative gamma.</p><p><blockquote>然而,与 2 月下旬不同,当时科技股主要因收益率急剧飙升而遭受重创,这一次出现了深度负伽马的双重打击。</blockquote></p><p> AsSpotGamma wrote overnight, \"both SPY & QQQ remain in negative gamma territory which implies higher relative volatility.\"</p><p><blockquote>AsSpotGamma 隔夜写道,“SPDR标普500指数ETF和 QQQ 均仍处于负伽马区域,这意味着相对波动性较高。”</blockquote></p><p> Nomura's resident x-asset expert, Chalie McElligott, picks on this and in a note this morning writes that while \"there is nothing exceedingly bulky or “whale-like” by itself\", there has<b>\"been a pick-up with broad Vol / Gamma selling from clients in recent weeks.\"</b>The details:</p><p><blockquote>野村证券的常驻 x-asset 专家 Chalie McElligott 对此进行了评论,他在今天上午的一份报告中写道,虽然 “本身并没有什么特别笨重或‘鲸鱼般的’东西”,但<b>“最近几周,客户的销量/伽马销量很高,这是一个回升。”</b>详情:</blockquote></p><p> <ul> <li>This has show via standard overwriter flows in singles and index, but also to the systematic strangle-selling mentioned in the press last week (which looks like the odd-lottish flows in ratios that trade ~3-4x’s a week, while there too is a separate daily overwriter program in one month straddles for example)…<b>all of which has contributed to what has been a very “long gamma” dynamic for Dealers—and thus the “stuck” S&P for about three weeks, pinging around the gravity of the big strikes at 4150-4200</b></li> <li>The %ile rank of the overall $Gamma magnitude across US Equities index has come-off after recent expirations (SPX / SPY consolidated now a middling 56.6%ile $Gamma / IWM 35.9%ile; EEM 37.4%ile); however,<b>Nasdaq / QQQ’s continue to be the epicenter for how broad index movement could get weird, with -$435.8mm $Gamma which is extremely negative at just 3.8%ile</b></li> </ul> <img src=\"https://static.tigerbbs.com/0dbb4e73ce8bc66785a7aa43170b3dc3\" tg-width=\"500\" tg-height=\"648\">Needless to say, negative QQQ gamma + tech selloff = explosive combination, and as McElligott summarizes, \"with this “extreme” negative $Gamma in QQQ,<b>we see Dealers increasingly moving into “short Gamma vs spot” territory as well</b>(Gamma “neutral line” at 339.36 vs spot 333.55); similarly, we currently see Dealers “short Gamma vs spot” too in both IWM (226.19 “neutral line” vs 224.79 spot) and EEM (54.29 “neutral line” vs spot 53.59)\"</p><p><blockquote><ul><li>这既体现在单只和指数中的标准超卖流量上,也体现在上周媒体提到的系统性扼杀式抛售上(这看起来像是每周交易约 3-4 倍的奇数流量,同时还有一个单独的每日超卖计划,例如,一个月跨度)..<b>所有这些都导致了交易商非常 “长伽马 ”的动态--因此标普指数在大约三周的时间里 “停滞不前”,在 4150-4200 点的重大震荡中徘徊。</b></li><li>美国股票指数整体 $Gamma 幅度的 %ile 排名在最近到期后有所下降(SPX / SPDR标普500指数ETF目前盘整为 56.6%,$Gamma / IWM 35.9%;EEM 37.4%);然而,<b>纳斯达克 / QQQ 仍然是指数波动可能变得怪异的中心,-4.358 亿美元的 $Gamma 指数仅为 3.8%,极其负值。</b></li></ul>不用说,负QQQ伽马+科技抛售=爆炸性组合,正如McElligott总结的那样,“在QQQ中出现这种‘极端’的负$Gamma,<b>我们看到经销商也越来越多地进入 “短伽马与现货 ”领域</b>(伽马“中性线”在339.36对点333.55);同样,我们目前在 IWM(226.19 “中性线”对 224.79 现货)和 EEM(54.29 “中性线”对 53.59 现货)中也看到庄家“短伽马对现货”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7be1b134edacd8fc5831a10f026c1d2\" tg-width=\"500\" tg-height=\"311\">Tech's inability to breakout higher has crippled sentiment, and as the Nomura quant concludes, following what had been a strong recovery in April for the Tech sector and “Secular Growth” (aided by the stabilization in USTs and relative “bull-flattening” off the extremes of the March Rates selloff / “bear-steepening”) \"our Nomura Sector Sentiment analysis shows that WoW, we have seen Tech sector sentiment collapse (again)--with an 85.1%ile score a week ago, but today printing down at 53.9%\"</p><p><blockquote>科技股无法突破走高削弱了市场情绪,正如野村证券的量化分析师总结的那样,在4月份科技板块强劲复苏和“长期增长”(得益于USTs的企稳以及3月份利率抛售/“熊市陡峭化”的极端情况下相对“牛市趋平”)之后,“我们的野村证券行业情绪分析表明,哇,我们看到科技行业情绪(再次)崩溃了——一周前ile得分为85.1%,但今天跌至53.9%”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/938a77b986fc7fbbd0450254e29b7dce\" tg-width=\"500\" tg-height=\"277\">And as the tech revulsion spreads, dragging Nasdaq lower...</p><p><blockquote>随着对科技的厌恶蔓延,拖累纳斯达克走低……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35406354f6f369f0aa382d819a26ea4e\" tg-width=\"500\" tg-height=\"260\">... it is starting to hit broader indexesm such as the S&P and Russell...</p><p><blockquote>...它开始打击更广泛的指数,如标准普尔和罗素……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d50bd11171fa55adf45caf3cf0ab389\" tg-width=\"500\" tg-height=\"285\">... which just dipped below its 50dma.</p><p><blockquote>...刚刚跌破 50dma。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b8200d703a1c2d305811eadd35af3c3\" tg-width=\"500\" tg-height=\"227\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"It Could Get Weird\": Stocks Puke As \"Extreme\" Negative Gamma Strikes<blockquote>“情况可能会变得奇怪”:股市因“极端”负伽马射线袭击而呕吐</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\"It Could Get Weird\": Stocks Puke As \"Extreme\" Negative Gamma Strikes<blockquote>“情况可能会变得奇怪”:股市因“极端”负伽马射线袭击而呕吐</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-04 22:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Just like late February when we had the first<i>inflation scare-cum-Treasury tantrum,</i>Tech is breaking down, and look no further than Amazon for the evidence.</p><p><blockquote>就像二月底我们第一次<i>通货膨胀恐慌和财政部发脾气,</i>科技正在崩溃,亚马逊就是最好的证明。</blockquote></p><p> In just the three days since reporting blowout Q1 earnings which sent its stock to a new all time high, AMZN stock is down over 9% and is on the verge of a correction. Other FAAMGs, most notably Apple which had a just as impressive quarter, are not faring any better.</p><p><blockquote>在公布第一季度财报并将其股价推至历史新高后的短短三天内,AMZN 股价已下跌超过 9%,濒临回调。其他 FAAMG,尤其是苹果,其季度业绩同样令人印象深刻,但情况也好不到哪里去。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c89d66b1ced8ac68b5fb3ff40b54f134\" tg-width=\"500\" tg-height=\"240\"></p><p><blockquote></blockquote></p><p> However, unlike late February when tech was monkeyhammered mostly as a result of sharply surging yields, this time there is the double whammy of deeply negative gamma.</p><p><blockquote>然而,与 2 月下旬不同,当时科技股主要因收益率急剧飙升而遭受重创,这一次出现了深度负伽马的双重打击。</blockquote></p><p> AsSpotGamma wrote overnight, \"both SPY & QQQ remain in negative gamma territory which implies higher relative volatility.\"</p><p><blockquote>AsSpotGamma 隔夜写道,“SPDR标普500指数ETF和 QQQ 均仍处于负伽马区域,这意味着相对波动性较高。”</blockquote></p><p> Nomura's resident x-asset expert, Chalie McElligott, picks on this and in a note this morning writes that while \"there is nothing exceedingly bulky or “whale-like” by itself\", there has<b>\"been a pick-up with broad Vol / Gamma selling from clients in recent weeks.\"</b>The details:</p><p><blockquote>野村证券的常驻 x-asset 专家 Chalie McElligott 对此进行了评论,他在今天上午的一份报告中写道,虽然 “本身并没有什么特别笨重或‘鲸鱼般的’东西”,但<b>“最近几周,客户的销量/伽马销量很高,这是一个回升。”</b>详情:</blockquote></p><p> <ul> <li>This has show via standard overwriter flows in singles and index, but also to the systematic strangle-selling mentioned in the press last week (which looks like the odd-lottish flows in ratios that trade ~3-4x’s a week, while there too is a separate daily overwriter program in one month straddles for example)…<b>all of which has contributed to what has been a very “long gamma” dynamic for Dealers—and thus the “stuck” S&P for about three weeks, pinging around the gravity of the big strikes at 4150-4200</b></li> <li>The %ile rank of the overall $Gamma magnitude across US Equities index has come-off after recent expirations (SPX / SPY consolidated now a middling 56.6%ile $Gamma / IWM 35.9%ile; EEM 37.4%ile); however,<b>Nasdaq / QQQ’s continue to be the epicenter for how broad index movement could get weird, with -$435.8mm $Gamma which is extremely negative at just 3.8%ile</b></li> </ul> <img src=\"https://static.tigerbbs.com/0dbb4e73ce8bc66785a7aa43170b3dc3\" tg-width=\"500\" tg-height=\"648\">Needless to say, negative QQQ gamma + tech selloff = explosive combination, and as McElligott summarizes, \"with this “extreme” negative $Gamma in QQQ,<b>we see Dealers increasingly moving into “short Gamma vs spot” territory as well</b>(Gamma “neutral line” at 339.36 vs spot 333.55); similarly, we currently see Dealers “short Gamma vs spot” too in both IWM (226.19 “neutral line” vs 224.79 spot) and EEM (54.29 “neutral line” vs spot 53.59)\"</p><p><blockquote><ul><li>这既体现在单只和指数中的标准超卖流量上,也体现在上周媒体提到的系统性扼杀式抛售上(这看起来像是每周交易约 3-4 倍的奇数流量,同时还有一个单独的每日超卖计划,例如,一个月跨度)..<b>所有这些都导致了交易商非常 “长伽马 ”的动态--因此标普指数在大约三周的时间里 “停滞不前”,在 4150-4200 点的重大震荡中徘徊。</b></li><li>美国股票指数整体 $Gamma 幅度的 %ile 排名在最近到期后有所下降(SPX / SPDR标普500指数ETF目前盘整为 56.6%,$Gamma / IWM 35.9%;EEM 37.4%);然而,<b>纳斯达克 / QQQ 仍然是指数波动可能变得怪异的中心,-4.358 亿美元的 $Gamma 指数仅为 3.8%,极其负值。</b></li></ul>不用说,负QQQ伽马+科技抛售=爆炸性组合,正如McElligott总结的那样,“在QQQ中出现这种‘极端’的负$Gamma,<b>我们看到经销商也越来越多地进入 “短伽马与现货 ”领域</b>(伽马“中性线”在339.36对点333.55);同样,我们目前在 IWM(226.19 “中性线”对 224.79 现货)和 EEM(54.29 “中性线”对 53.59 现货)中也看到庄家“短伽马对现货”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7be1b134edacd8fc5831a10f026c1d2\" tg-width=\"500\" tg-height=\"311\">Tech's inability to breakout higher has crippled sentiment, and as the Nomura quant concludes, following what had been a strong recovery in April for the Tech sector and “Secular Growth” (aided by the stabilization in USTs and relative “bull-flattening” off the extremes of the March Rates selloff / “bear-steepening”) \"our Nomura Sector Sentiment analysis shows that WoW, we have seen Tech sector sentiment collapse (again)--with an 85.1%ile score a week ago, but today printing down at 53.9%\"</p><p><blockquote>科技股无法突破走高削弱了市场情绪,正如野村证券的量化分析师总结的那样,在4月份科技板块强劲复苏和“长期增长”(得益于USTs的企稳以及3月份利率抛售/“熊市陡峭化”的极端情况下相对“牛市趋平”)之后,“我们的野村证券行业情绪分析表明,哇,我们看到科技行业情绪(再次)崩溃了——一周前ile得分为85.1%,但今天跌至53.9%”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/938a77b986fc7fbbd0450254e29b7dce\" tg-width=\"500\" tg-height=\"277\">And as the tech revulsion spreads, dragging Nasdaq lower...</p><p><blockquote>随着对科技的厌恶蔓延,拖累纳斯达克走低……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35406354f6f369f0aa382d819a26ea4e\" tg-width=\"500\" tg-height=\"260\">... it is starting to hit broader indexesm such as the S&P and Russell...</p><p><blockquote>...它开始打击更广泛的指数,如标准普尔和罗素……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0d50bd11171fa55adf45caf3cf0ab389\" tg-width=\"500\" tg-height=\"285\">... which just dipped below its 50dma.</p><p><blockquote>...刚刚跌破 50dma。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b8200d703a1c2d305811eadd35af3c3\" tg-width=\"500\" tg-height=\"227\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/it-could-get-weird-stocks-puke-extreme-negative-gamma-strikes?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/it-could-get-weird-stocks-puke-extreme-negative-gamma-strikes?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":"1195636027","content_text":"Just like late February when we had the firstinflation scare-cum-Treasury tantrum,Tech is breaking down, and look no further than Amazon for the evidence.\nIn just the three days since reporting blowout Q1 earnings which sent its stock to a new all time high, AMZN stock is down over 9% and is on the verge of a correction. Other FAAMGs, most notably Apple which had a just as impressive quarter, are not faring any better.\n\nHowever, unlike late February when tech was monkeyhammered mostly as a result of sharply surging yields, this time there is the double whammy of deeply negative gamma.\nAsSpotGamma wrote overnight, \"both SPY & QQQ remain in negative gamma territory which implies higher relative volatility.\"\nNomura's resident x-asset expert, Chalie McElligott, picks on this and in a note this morning writes that while \"there is nothing exceedingly bulky or “whale-like” by itself\", there has\"been a pick-up with broad Vol / Gamma selling from clients in recent weeks.\"The details:\n\nThis has show via standard overwriter flows in singles and index, but also to the systematic strangle-selling mentioned in the press last week (which looks like the odd-lottish flows in ratios that trade ~3-4x’s a week, while there too is a separate daily overwriter program in one month straddles for example)…all of which has contributed to what has been a very “long gamma” dynamic for Dealers—and thus the “stuck” S&P for about three weeks, pinging around the gravity of the big strikes at 4150-4200\nThe %ile rank of the overall $Gamma magnitude across US Equities index has come-off after recent expirations (SPX / SPY consolidated now a middling 56.6%ile $Gamma / IWM 35.9%ile; EEM 37.4%ile); however,Nasdaq / QQQ’s continue to be the epicenter for how broad index movement could get weird, with -$435.8mm $Gamma which is extremely negative at just 3.8%ile\n\nNeedless to say, negative QQQ gamma + tech selloff = explosive combination, and as McElligott summarizes, \"with this “extreme” negative $Gamma in QQQ,we see Dealers increasingly moving into “short Gamma vs spot” territory as well(Gamma “neutral line” at 339.36 vs spot 333.55); similarly, we currently see Dealers “short Gamma vs spot” too in both IWM (226.19 “neutral line” vs 224.79 spot) and EEM (54.29 “neutral line” vs spot 53.59)\"\nTech's inability to breakout higher has crippled sentiment, and as the Nomura quant concludes, following what had been a strong recovery in April for the Tech sector and “Secular Growth” (aided by the stabilization in USTs and relative “bull-flattening” off the extremes of the March Rates selloff / “bear-steepening”) \"our Nomura Sector Sentiment analysis shows that WoW, we have seen Tech sector sentiment collapse (again)--with an 85.1%ile score a week ago, but today printing down at 53.9%\"\nAnd as the tech revulsion spreads, dragging Nasdaq lower...\n... it is starting to hit broader indexesm such as the S&P and Russell...\n... which just dipped below its 50dma.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106708147,"gmtCreate":1620142797889,"gmtModify":1634207478322,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Covid was no where near over but people forgot that .. ","listText":"Covid was no where near over but people forgot that .. ","text":"Covid was no where near over but people forgot that ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106708147","repostId":"1142616846","repostType":4,"isVote":1,"tweetType":1,"viewCount":3205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198319589,"gmtCreate":1620925209241,"gmtModify":1634195230163,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Stuck","listText":"Stuck","text":"Stuck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198319589","repostId":"1196862271","repostType":4,"repost":{"id":"1196862271","kind":"news","pubTimestamp":1620919313,"share":"https://www.laohunote.com/m/news/1196862271?lang=zh_CN&edition=full","pubTime":"2021-05-13 23:21","market":"us","language":"en","title":"The Last Two Times This Hit, Stocks Dropped 20% and 50%, Respectively<blockquote>最近两次遭受这种打击,股票分别下跌了 20% 和 50%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196862271","media":"zerohedge","summary":"In our last article, I outlined how the rise in inflation has slammed Tech stocks lower.\nBy way of a","content":"<p>In our last article, I outlined how the rise in inflation has slammed Tech stocks lower.</p><p><blockquote>在我们的上一篇文章中,我概述了通胀上升如何导致科技股下跌。</blockquote></p><p> By way of a quick review, Tech, as represented by the NASDAQ is highly sensitive to inflation on an inverse relationship: when inflation rises, Tech stocks collapse and when inflation falls, Tech stocks erupt higher.</p><p><blockquote>快速回顾一下,以纳斯达克为代表的科技股对通货膨胀高度敏感,呈反比关系:当通货膨胀上升时,科技股崩溃,当通货膨胀下降时,科技股爆发走高。</blockquote></p><p> The reason for this is that much of Tech investing is based on growth rates. And if bond yields rise as a result of inflation, bonds become more attractive as an investment, taking away from the appeal of Tech.</p><p><blockquote>原因是大部分科技投资都是基于增长率的。如果债券收益率因通货膨胀而上升,债券作为投资就会变得更具吸引力,从而削弱科技的吸引力。</blockquote></p><p> As I noted yesterday. as inflation entered the financial system in 2020 and began to accelerate in 2021, Tech stocks have struggled. You can see this in the chart below (red rectangle).</p><p><blockquote>正如我昨天提到的。随着通货膨胀在2020年进入金融体系并在2021年开始加速,科技股一直在苦苦挣扎。您可以在下图(红色矩形)中看到这一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6366a605a86374ef9af9de07ae828fd4\" tg-width=\"500\" tg-height=\"606\" referrerpolicy=\"no-referrer\">So, we know that Tech is going to struggle going forward as inflation heats up. But what about the broader market like the S&P 500? Will it collapse too?</p><p><blockquote>因此,我们知道,随着通胀升温,科技将难以前进。但是像标普500这样更广泛的市场呢?它也会崩溃吗?</blockquote></p><p> To figure that out, let’s take a look at the last two inflationary scares in the U.S.</p><p><blockquote>为了弄清楚这一点,让我们来看看美国最近两次通胀恐慌。</blockquote></p><p> The most recent scare occurred in 2010-2011. At that time, the Fed was pretty quick on the uptake and decided to allow its QE 2 program (the cause of the inflationary spike) to end.</p><p><blockquote>最近一次恐慌发生在2010-2011年。当时,美联储很快就接受了,并决定允许其QE 2计划(通胀飙升的原因)结束。</blockquote></p><p> The Fed then waited several months before introducing any new monetary programs. And when it did introduce one, it didn’t involve money printing (instead the Fed used the proceeds from Treasury sales to buy long-date Treasuries through a process called Operation Twist). This was a kind of stealth tightening.</p><p><blockquote>随后,美联储等了几个月才推出任何新的货币计划。而当美联储推出这一政策时,并不涉及印钞(相反,美联储利用国债销售所得通过一个名为“扭曲行动”的过程购买长期国债)。这是一种秘密收紧。</blockquote></p><p> Stocks didn’t like this, collapsing nearly 20%.</p><p><blockquote>股市不喜欢这样,暴跌近 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1fdf95bc30276d330c4bd7a5f62b10d2\" tg-width=\"620\" tg-height=\"376\"></p><p><blockquote></blockquote></p><p> Bear in mind, that was a relatively minor inflationary scare. During the last legitimate inflationary storm in the 1970s-1980s.</p><p><blockquote>请记住,这是一次相对轻微的通胀恐慌。在20世纪70年代至80年代最后一次合法的通货膨胀风暴期间。</blockquote></p><p> During that mess, the Fed was forced to be MUCH more aggressive with its tightening, embarking on two aggressive tightening schedules. It’s worth noting that this triggered two SEVERE recessions (shaded areas).</p><p><blockquote>在那场混乱中,美联储被迫采取更加激进的紧缩政策,开始了两项激进的紧缩计划。值得注意的是,这引发了两次严重的衰退(阴影区域)。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f6ed1ada17beb2066d0017b576e64cc\" tg-width=\"1168\" tg-height=\"450\"></p><p><blockquote></blockquote></p><p> This IMPLODED the stock market, resulting in a roughly 50% decline over the course of 18 months.<img src=\"https://static.tigerbbs.com/3b38c35b81a872044b03ce49014d5e46\" tg-width=\"620\" tg-height=\"376\"></p><p><blockquote>这导致股市内爆,导致 18 个月内下跌约 50%。</blockquote></p><p> So, what will it be this time? Will the Fed engage in a stealth taper as was the case in 2011… or will it tighten monetary policy aggressively as it did in the 1970s and 1980s?</p><p><blockquote>那么,这次会是什么呢?美联储会像2011年那样秘密缩减货币政策吗……还是会像20世纪70年代和80年代那样积极收紧货币政策?</blockquote></p><p> We’ll address that in our next article.</p><p><blockquote>我们将在下一篇文章中讨论这个问题。</blockquote></p><p> in the meantime, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation <b>pay you</b> as it rips through the financial system in the months ahead.</p><p><blockquote>与此同时,我们刚刚发布了一份特别投资报告,内容涉及您可以用来制造通货膨胀的五种秘密投资<b>付给你</b>随着它在未来几个月席卷金融体系。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Last Two Times This Hit, Stocks Dropped 20% and 50%, Respectively<blockquote>最近两次遭受这种打击,股票分别下跌了 20% 和 50%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Last Two Times This Hit, Stocks Dropped 20% and 50%, Respectively<blockquote>最近两次遭受这种打击,股票分别下跌了 20% 和 50%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-13 23:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In our last article, I outlined how the rise in inflation has slammed Tech stocks lower.</p><p><blockquote>在我们的上一篇文章中,我概述了通胀上升如何导致科技股下跌。</blockquote></p><p> By way of a quick review, Tech, as represented by the NASDAQ is highly sensitive to inflation on an inverse relationship: when inflation rises, Tech stocks collapse and when inflation falls, Tech stocks erupt higher.</p><p><blockquote>快速回顾一下,以纳斯达克为代表的科技股对通货膨胀高度敏感,呈反比关系:当通货膨胀上升时,科技股崩溃,当通货膨胀下降时,科技股爆发走高。</blockquote></p><p> The reason for this is that much of Tech investing is based on growth rates. And if bond yields rise as a result of inflation, bonds become more attractive as an investment, taking away from the appeal of Tech.</p><p><blockquote>原因是大部分科技投资都是基于增长率的。如果债券收益率因通货膨胀而上升,债券作为投资就会变得更具吸引力,从而削弱科技的吸引力。</blockquote></p><p> As I noted yesterday. as inflation entered the financial system in 2020 and began to accelerate in 2021, Tech stocks have struggled. You can see this in the chart below (red rectangle).</p><p><blockquote>正如我昨天提到的。随着通货膨胀在2020年进入金融体系并在2021年开始加速,科技股一直在苦苦挣扎。您可以在下图(红色矩形)中看到这一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6366a605a86374ef9af9de07ae828fd4\" tg-width=\"500\" tg-height=\"606\" referrerpolicy=\"no-referrer\">So, we know that Tech is going to struggle going forward as inflation heats up. But what about the broader market like the S&P 500? Will it collapse too?</p><p><blockquote>因此,我们知道,随着通胀升温,科技将难以前进。但是像标普500这样更广泛的市场呢?它也会崩溃吗?</blockquote></p><p> To figure that out, let’s take a look at the last two inflationary scares in the U.S.</p><p><blockquote>为了弄清楚这一点,让我们来看看美国最近两次通胀恐慌。</blockquote></p><p> The most recent scare occurred in 2010-2011. At that time, the Fed was pretty quick on the uptake and decided to allow its QE 2 program (the cause of the inflationary spike) to end.</p><p><blockquote>最近一次恐慌发生在2010-2011年。当时,美联储很快就接受了,并决定允许其QE 2计划(通胀飙升的原因)结束。</blockquote></p><p> The Fed then waited several months before introducing any new monetary programs. And when it did introduce one, it didn’t involve money printing (instead the Fed used the proceeds from Treasury sales to buy long-date Treasuries through a process called Operation Twist). This was a kind of stealth tightening.</p><p><blockquote>随后,美联储等了几个月才推出任何新的货币计划。而当美联储推出这一政策时,并不涉及印钞(相反,美联储利用国债销售所得通过一个名为“扭曲行动”的过程购买长期国债)。这是一种秘密收紧。</blockquote></p><p> Stocks didn’t like this, collapsing nearly 20%.</p><p><blockquote>股市不喜欢这样,暴跌近 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1fdf95bc30276d330c4bd7a5f62b10d2\" tg-width=\"620\" tg-height=\"376\"></p><p><blockquote></blockquote></p><p> Bear in mind, that was a relatively minor inflationary scare. During the last legitimate inflationary storm in the 1970s-1980s.</p><p><blockquote>请记住,这是一次相对轻微的通胀恐慌。在20世纪70年代至80年代最后一次合法的通货膨胀风暴期间。</blockquote></p><p> During that mess, the Fed was forced to be MUCH more aggressive with its tightening, embarking on two aggressive tightening schedules. It’s worth noting that this triggered two SEVERE recessions (shaded areas).</p><p><blockquote>在那场混乱中,美联储被迫采取更加激进的紧缩政策,开始了两项激进的紧缩计划。值得注意的是,这引发了两次严重的衰退(阴影区域)。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f6ed1ada17beb2066d0017b576e64cc\" tg-width=\"1168\" tg-height=\"450\"></p><p><blockquote></blockquote></p><p> This IMPLODED the stock market, resulting in a roughly 50% decline over the course of 18 months.<img src=\"https://static.tigerbbs.com/3b38c35b81a872044b03ce49014d5e46\" tg-width=\"620\" tg-height=\"376\"></p><p><blockquote>这导致股市内爆,导致 18 个月内下跌约 50%。</blockquote></p><p> So, what will it be this time? Will the Fed engage in a stealth taper as was the case in 2011… or will it tighten monetary policy aggressively as it did in the 1970s and 1980s?</p><p><blockquote>那么,这次会是什么呢?美联储会像2011年那样秘密缩减货币政策吗……还是会像20世纪70年代和80年代那样积极收紧货币政策?</blockquote></p><p> We’ll address that in our next article.</p><p><blockquote>我们将在下一篇文章中讨论这个问题。</blockquote></p><p> in the meantime, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation <b>pay you</b> as it rips through the financial system in the months ahead.</p><p><blockquote>与此同时,我们刚刚发布了一份特别投资报告,内容涉及您可以用来制造通货膨胀的五种秘密投资<b>付给你</b>随着它在未来几个月席卷金融体系。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/news/2021-05-13/last-two-times-hit-stocks-dropped-20-and-50-respectively\">zerohedge</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/news/2021-05-13/last-two-times-hit-stocks-dropped-20-and-50-respectively","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196862271","content_text":"In our last article, I outlined how the rise in inflation has slammed Tech stocks lower.\nBy way of a quick review, Tech, as represented by the NASDAQ is highly sensitive to inflation on an inverse relationship: when inflation rises, Tech stocks collapse and when inflation falls, Tech stocks erupt higher.\nThe reason for this is that much of Tech investing is based on growth rates. And if bond yields rise as a result of inflation, bonds become more attractive as an investment, taking away from the appeal of Tech.\nAs I noted yesterday. as inflation entered the financial system in 2020 and began to accelerate in 2021, Tech stocks have struggled. You can see this in the chart below (red rectangle).\nSo, we know that Tech is going to struggle going forward as inflation heats up. But what about the broader market like the S&P 500? Will it collapse too?\nTo figure that out, let’s take a look at the last two inflationary scares in the U.S.\nThe most recent scare occurred in 2010-2011. At that time, the Fed was pretty quick on the uptake and decided to allow its QE 2 program (the cause of the inflationary spike) to end.\nThe Fed then waited several months before introducing any new monetary programs. And when it did introduce one, it didn’t involve money printing (instead the Fed used the proceeds from Treasury sales to buy long-date Treasuries through a process called Operation Twist). This was a kind of stealth tightening.\nStocks didn’t like this, collapsing nearly 20%.\n\nBear in mind, that was a relatively minor inflationary scare. During the last legitimate inflationary storm in the 1970s-1980s.\nDuring that mess, the Fed was forced to be MUCH more aggressive with its tightening, embarking on two aggressive tightening schedules. It’s worth noting that this triggered two SEVERE recessions (shaded areas).\n\nThis IMPLODED the stock market, resulting in a roughly 50% decline over the course of 18 months.\nSo, what will it be this time? Will the Fed engage in a stealth taper as was the case in 2011… or will it tighten monetary policy aggressively as it did in the 1970s and 1980s?\nWe’ll address that in our next article.\nin the meantime, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193954396,"gmtCreate":1620747711515,"gmtModify":1634196610941,"author":{"id":"3576837088119232","authorId":"3576837088119232","name":"文氏","avatar":"https://static.tigerbbs.com/13ab58f27225c31b03dde6b684f98f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576837088119232","authorIdStr":"3576837088119232"},"themes":[],"title":"","htmlText":"Oh mannnn..worrying ","listText":"Oh mannnn..worrying ","text":"Oh mannnn..worrying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193954396","repostId":"1185197052","repostType":4,"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}