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2021-10-08

Noted

Tesla moves headquarters from California to Texas<blockquote>特斯拉将总部从加州迁至德克萨斯</blockquote>

2021-09-21

Buy buy buy

@Machine23:$Tesla Motors(TSLA)$buy more on dip

2021-09-08

Keep in watch list still? 🤔

2021-09-02

Good news then<pls like>

抱歉，原内容已删除

2021-09-01

Can wait

2021-09-01

Be patient..

2021-08-30

More variety it seems

抱歉，原内容已删除

2021-08-23

Go go go.. 👍

抱歉，原内容已删除

2021-08-23

Good sign.. this is the way 😁

EV stocks surged in Monday morning trading<blockquote>电动汽车股周一早盘飙升</blockquote>

2021-08-18

Monitoring but yet to action..

抱歉，原内容已删除

2021-08-17

No matter what and how, whatever.. just hope for world peace…

What the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</blockquote>

2021-08-16

Patience patience.. it will be alright

2021-08-15

Stability vs growth? 🤔

2021-08-13

That’s the way to go…

2021-08-12

m.o.n.i.t.o.r..i..n.g 😅

2021-08-11

$NVIDIA Corp(NVDA)$Can be better… 💪

2021-08-11

Can be better? 🤔 A bit unsure on the implications to other ticker

Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote>

2021-08-10

Can it be easier?

2021-08-10

Watching…

2021-08-10

Done//@th1s0ne:please like thanks

抱歉，原内容已删除

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Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/823520075","repostId":"1139177986","repostType":4,"repost":{"id":"1139177986","kind":"news","weMediaInfo":{"introduction":"Providing 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plant&nbsp;under construction&nbsp;outside of Austin on a property that borders the Colorado River, near the city's airport.</p><p><blockquote>会议在奥斯汀郊外正在建设的特斯拉汽车装配厂举行，该工厂毗邻科罗拉多河，靠近该市机场。</blockquote></p><p> However, the company plans to increase production in its California plant regardless of the headquarters move.</p><p><blockquote>然而，无论总部搬迁如何，该公司都计划提高加州工厂的产量。</blockquote></p><p> \"To be clear we will be continuing to expand our activities in California,\" Musk said. \"Our intention is to increase output from Fremont and Giga Nevada by 50%. If you go to our Fremont factory it's jammed.\"</p><p><blockquote>“需要明确的是，我们将继续扩大在加州的活动，”马斯克说。“我们的目的是将弗里蒙特和Giga Nevada的产量增加50%。如果你去我们的弗里蒙特工厂，那里就会堵塞。”</blockquote></p><p> But, he added, \"It's tough for people to afford houses, and people have to come in from far away....There's a limit to how big you can scale in the Bay Area.\"</p><p><blockquote>但是，他补充说，“人们很难买得起房子，人们不得不从很远的地方进来....在湾区，你的规模是有限的。”</blockquote></p><p> Regarding the plant underway in Austin, he noted that it would take some time to reach full production even after it's completed.</p><p><blockquote>关于奥斯汀正在建设的工厂，他指出，即使建成后，也需要一段时间才能达到全面生产。</blockquote></p><p> Musk’s growing dissatisfaction with California has been apparent for some time. In April 2020, on a&nbsp;Tesla earnings call, Musk lashed out at California government officials calling their temporary Covid-related health orders “fascist” in an expletive-laced rant.</p><p><blockquote>一段时间以来，马斯克对加州日益增长的不满已经很明显。2020年4月，在特斯拉财报看涨期权上，马斯克猛烈抨击加州政府官员，称他们与新冠病毒相关的临时健康命令是“法西斯”。</blockquote></p><p> Later, Musk&nbsp;personally relocated&nbsp;to the Austin area from Los Angeles, where he had lived for two decades.</p><p><blockquote>后来，马斯克亲自从居住了二十年的洛杉矶搬到了奥斯汀地区。</blockquote></p><p> Doing so enabled Musk, who is also CEO of aerospace company SpaceX, to reduce his personal tax burden and be closer to a SpaceX launch site in Boca Chica, Texas.</p><p><blockquote>这样做使兼任航空航天公司SpaceX首席执行官的马斯克减轻了个人税务负担，并离SpaceX位于德克萨斯州博卡奇卡的发射场更近。</blockquote></p><p> California levies some of the highest personal income taxes in the country on its wealthy residents, but Texas has no personal income tax.</p><p><blockquote>加州对其富裕居民征收全国最高的个人所得税，但德克萨斯州没有个人所得税。</blockquote></p><p> Tesla is not the first company to its headquarters out of California to Texas. Oracle and Hewlett Packard are among the tech giants who decided to make that move last year, for example.</p><p><blockquote>特斯拉并不是第一家将总部从加州搬到德克萨斯的公司。例如，甲骨文和惠普是去年决定采取这一举措的科技巨头之一。</blockquote></p><p> Texas has been actively recruiting companies via its Texas Economic Development Act offering tax breaks to put new facilities in the state. Austin, with a top tech university and cultural events like South by Southwest, is a draw for tech employers.</p><p><blockquote>德克萨斯州一直在通过其《德克萨斯州经济发展法案》积极招募公司，该法案提供税收减免，以便在该州建设新设施。奥斯汀拥有一所顶尖的科技大学和西南偏南等文化活动，对科技雇主很有吸引力。</blockquote></p><p> Tesla has generally garnered a huge amount of support from the state of California since it was founded there in 2003. It has enjoyed grant funding, tax breaks, incentives and favorable policies from the likes of the California Air Resources Board, California Energy Commission and&nbsp;California Alternative Energy and Advanced Transportation Financing Authority, among others.</p><p><blockquote>自2003年在加州成立以来，特斯拉总体上获得了加州的大力支持。它享受了加州空气资源委员会、加州能源委员会和加州替代能源和先进交通融资管理局等机构的拨款、税收减免、激励措施和优惠政策。</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>Tesla moves headquarters from California to Texas<blockquote>特斯拉将总部从加州迁至德克萨斯</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\">\nTesla moves headquarters from California to Texas<blockquote>特斯拉将总部从加州迁至德克萨斯</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\">2021-10-08 06:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;is moving its headquarters from Palo Alto, California, to Austin, Texas, CEO Elon Musk announced at the company's shareholder meeting on Thursday.</p><p><blockquote>特斯拉首席执行官Elon Musk周四在公司股东大会上宣布，将把总部从加州Palo Alto迁至德克萨斯Austin。</blockquote></p><p> The meeting took place at Tesla's vehicle assembly plant&nbsp;under construction&nbsp;outside of Austin on a property that borders the Colorado River, near the city's airport.</p><p><blockquote>会议在奥斯汀郊外正在建设的特斯拉汽车装配厂举行，该工厂毗邻科罗拉多河，靠近该市机场。</blockquote></p><p> However, the company plans to increase production in its California plant regardless of the headquarters move.</p><p><blockquote>然而，无论总部搬迁如何，该公司都计划提高加州工厂的产量。</blockquote></p><p> \"To be clear we will be continuing to expand our activities in California,\" Musk said. \"Our intention is to increase output from Fremont and Giga Nevada by 50%. If you go to our Fremont factory it's jammed.\"</p><p><blockquote>“需要明确的是，我们将继续扩大在加州的活动，”马斯克说。“我们的目的是将弗里蒙特和Giga Nevada的产量增加50%。如果你去我们的弗里蒙特工厂，那里就会堵塞。”</blockquote></p><p> But, he added, \"It's tough for people to afford houses, and people have to come in from far away....There's a limit to how big you can scale in the Bay Area.\"</p><p><blockquote>但是，他补充说，“人们很难买得起房子，人们不得不从很远的地方进来....在湾区，你的规模是有限的。”</blockquote></p><p> Regarding the plant underway in Austin, he noted that it would take some time to reach full production even after it's completed.</p><p><blockquote>关于奥斯汀正在建设的工厂，他指出，即使建成后，也需要一段时间才能达到全面生产。</blockquote></p><p> Musk’s growing dissatisfaction with California has been apparent for some time. In April 2020, on a&nbsp;Tesla earnings call, Musk lashed out at California government officials calling their temporary Covid-related health orders “fascist” in an expletive-laced rant.</p><p><blockquote>一段时间以来，马斯克对加州日益增长的不满已经很明显。2020年4月，在特斯拉财报看涨期权上，马斯克猛烈抨击加州政府官员，称他们与新冠病毒相关的临时健康命令是“法西斯”。</blockquote></p><p> Later, Musk&nbsp;personally relocated&nbsp;to the Austin area from Los Angeles, where he had lived for two decades.</p><p><blockquote>后来，马斯克亲自从居住了二十年的洛杉矶搬到了奥斯汀地区。</blockquote></p><p> Doing so enabled Musk, who is also CEO of aerospace company SpaceX, to reduce his personal tax burden and be closer to a SpaceX launch site in Boca Chica, Texas.</p><p><blockquote>这样做使兼任航空航天公司SpaceX首席执行官的马斯克减轻了个人税务负担，并离SpaceX位于德克萨斯州博卡奇卡的发射场更近。</blockquote></p><p> California levies some of the highest personal income taxes in the country on its wealthy residents, but Texas has no personal income tax.</p><p><blockquote>加州对其富裕居民征收全国最高的个人所得税，但德克萨斯州没有个人所得税。</blockquote></p><p> Tesla is not the first company to its headquarters out of California to Texas. Oracle and Hewlett Packard are among the tech giants who decided to make that move last year, for example.</p><p><blockquote>特斯拉并不是第一家将总部从加州搬到德克萨斯的公司。例如，甲骨文和惠普是去年决定采取这一举措的科技巨头之一。</blockquote></p><p> Texas has been actively recruiting companies via its Texas Economic Development Act offering tax breaks to put new facilities in the state. Austin, with a top tech university and cultural events like South by Southwest, is a draw for tech employers.</p><p><blockquote>德克萨斯州一直在通过其《德克萨斯州经济发展法案》积极招募公司，该法案提供税收减免，以便在该州建设新设施。奥斯汀拥有一所顶尖的科技大学和西南偏南等文化活动，对科技雇主很有吸引力。</blockquote></p><p> Tesla has generally garnered a huge amount of support from the state of California since it was founded there in 2003. It has enjoyed grant funding, tax breaks, incentives and favorable policies from the likes of the California Air Resources Board, California Energy Commission and&nbsp;California Alternative Energy and Advanced Transportation Financing Authority, among others.</p><p><blockquote>自2003年在加州成立以来，特斯拉总体上获得了加州的大力支持。它享受了加州空气资源委员会、加州能源委员会和加州替代能源和先进交通融资管理局等机构的拨款、税收减免、激励措施和优惠政策。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139177986","content_text":"Tesla is moving its headquarters from Palo Alto, California, to Austin, Texas, CEO Elon Musk announced at the company's shareholder meeting on Thursday.\nThe meeting took place at Tesla's vehicle assembly plant under construction outside of Austin on a property that borders the Colorado River, near the city's airport.\nHowever, the company plans to increase production in its California plant regardless of the headquarters move.\n\"To be clear we will be continuing to expand our activities in California,\" Musk said. \"Our intention is to increase output from Fremont and Giga Nevada by 50%. If you go to our Fremont factory it's jammed.\"\nBut, he added, \"It's tough for people to afford houses, and people have to come in from far away....There's a limit to how big you can scale in the Bay Area.\"\nRegarding the plant underway in Austin, he noted that it would take some time to reach full production even after it's completed.\nMusk’s growing dissatisfaction with California has been apparent for some time. In April 2020, on a Tesla earnings call, Musk lashed out at California government officials calling their temporary Covid-related health orders “fascist” in an expletive-laced rant.\nLater, Musk personally relocated to the Austin area from Los Angeles, where he had lived for two decades.\nDoing so enabled Musk, who is also CEO of aerospace company SpaceX, to reduce his personal tax burden and be closer to a SpaceX launch site in Boca Chica, Texas.\nCalifornia levies some of the highest personal income taxes in the country on its wealthy residents, but Texas has no personal income tax.\nTesla is not the first company to its headquarters out of California to Texas. Oracle and Hewlett Packard are among the tech giants who decided to make that move last year, for example.\nTexas has been actively recruiting companies via its Texas Economic Development Act offering tax breaks to put new facilities in the state. Austin, with a top tech university and cultural events like South by Southwest, is a draw for tech employers.\nTesla has generally garnered a huge amount of support from the state of California since it was founded there in 2003. It has enjoyed grant funding, tax breaks, incentives and favorable policies from the likes of the California Air Resources Board, California Energy Commission and California Alternative Energy and Advanced Transportation Financing Authority, among others.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860655765,"gmtCreate":1632178853657,"gmtModify":1632802360158,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy 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patient..","images":[{"img":"https://static.tigerbbs.com/848bf72cac1b276409ea4d016f0ec37f","width":"1125","height":"3406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818719653","isVote":1,"tweetType":1,"viewCount":2681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811409180,"gmtCreate":1630334212340,"gmtModify":1704958699617,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"More variety it seems","listText":"More variety it seems","text":"More variety it seems","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811409180","repostId":"2163077731","repostType":4,"isVote":1,"tweetType":1,"viewCount":3000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835462090,"gmtCreate":1629732694810,"gmtModify":1631890608705,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Go go go.. 👍","listText":"Go go go.. 👍","text":"Go go go.. 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835462090","repostId":"1102818813","repostType":4,"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835468132,"gmtCreate":1629732564426,"gmtModify":1631890608712,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Good sign.. this is the way 😁","listText":"Good sign.. this is the way 😁","text":"Good sign.. this is the way 😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835468132","repostId":"1103523722","repostType":4,"repost":{"id":"1103523722","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":1629726550,"share":"https://www.laohu8.com/m/news/1103523722?lang=zh_CN&edition=full","pubTime":"2021-08-23 21:49","market":"us","language":"en","title":"EV stocks surged in Monday morning trading<blockquote>电动汽车股周一早盘飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103523722","media":"Tiger Newspress","summary":"EV stocks surged in Monday morning trading.Tesla,Nio and Li Auto shares rose more than 2%.Tesla has officially started Model Y deliveries in Europe.It was a long wait for customers and interestingly, the first deliveries were achieved through a change in strategy for Tesla.Tesla first unveiled the Model Y in March of 2020 and delivered the first units of the electric SUV in the US almost exactly a year later.Like any new introduction from Tesla, European buyers generally have to wait until Fremo","content":"<p>EV stocks surged in Monday morning trading.Tesla,Nio&nbsp;and Li Auto&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%.</p><p><blockquote>电动汽车股周一早盘飙升。特斯拉、蔚来和理想汽车股价上涨超过2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b189db1a61970659fe3cfa28abccaea\" tg-width=\"360\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla&nbsp;has officially started Model Y deliveries in Europe.</p><p><blockquote>特斯拉已正式开始在欧洲交付Model Y。</blockquote></p><p> It was a long wait for customers and interestingly, the first deliveries were achieved through a change in strategy for Tesla.</p><p><blockquote>对于客户来说，这是一个漫长的等待，有趣的是，第一批交付是通过特斯拉战略的改变实现的。</blockquote></p><p> Tesla first unveiled the Model Y in March of 2020 and delivered the first units of the electric SUV in the US almost exactly a year later.</p><p><blockquote>特斯拉于2020年3月首次推出Model Y，并在几乎整整一年后在美国交付了第一批电动SUV。</blockquote></p><p> Like any new introduction from Tesla, European buyers generally have to wait until Fremont factory starts producing batches of European versions of the new cars and ships them to the old continent.</p><p><blockquote>与任何来自特斯拉的新产品一样，欧洲买家通常必须等到Fremont工厂开始批量生产欧洲版本的新车并将其运往旧大陆。</blockquote></p><p> However, the automaker announced a change in strategy to introduce Model Y in Europe and China.</p><p><blockquote>然而，该汽车制造商宣布改变战略，在欧洲和中国推出Model Y。</blockquote></p><p> Tesla said that it would only start deliveries in those markets after achieving new local production at Gigafactory Shanghai and Gigafactory Berlin.</p><p><blockquote>特斯拉表示，只有在上海超级工厂和柏林超级工厂实现新的本地生产后，才会在这些市场开始交付。</blockquote></p><p> This was achieved in a record time in China, and&nbsp;Tesla started Model Y deliveries in the market earlier this year.</p><p><blockquote>这在国内以创纪录的时间实现，特斯拉今年早些时候开始在市场上交付Model Y。</blockquote></p><p> It has been a different story in Europe.</p><p><blockquote>在欧洲，情况有所不同。</blockquote></p><p> Tesla has run into some challenges in starting production at Gigafactory Berlin, and the timeline has shifted from July 2021 to October 2021.</p><p><blockquote>特斯拉在柏林超级工厂投产时遇到了一些挑战，时间表从2021年7月转移到了2021年10月。</blockquote></p><p> But instead of waiting to start deliveries of the new Model Y, Tesla has decided to export Model Y vehicles produced at Gigafactory Shanghai to European markets.</p><p><blockquote>但特斯拉并没有等待开始交付新款Model Y，而是决定将上海超级工厂生产的Model Y汽车出口到欧洲市场。</blockquote></p><p> We recently reported that&nbsp;Tesla exported over 8,000 Model Ys from China last month, with most of them expected to come to Europe.</p><p><blockquote>我们最近报道称，特斯拉上个月从中国出口了超过8000辆Model Y，其中大部分预计将销往欧洲。</blockquote></p><p> They werespotted for the first timetwo weeks ago.</p><p><blockquote>他们两周前第一次被发现。</blockquote></p><p> Now we can confirm that Tesla has officially started Model Y deliveries in Europe.</p><p><blockquote>现在我们可以确认，特斯拉已经在欧洲正式开始Model Y交付。</blockquote></p><p> Can Dogan, a senior Tesla advisor at the store and service center inDortmund, Germany, posted a picture of the first European Model Y delivery on&nbsp;LinkedIn:</p><p><blockquote>德国多特蒙德商店和服务中心的高级特斯拉顾问Can Dogan在LinkedIn上发布了第一辆欧洲Model Y交付的图片：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ba472849be1800fdf041761fe34f58ba\" tg-width=\"1478\" tg-height=\"1108\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The electric vehicle has also been spotted in several other European markets, like Norway and the Netherlands, where deliveries are also expected to start soon.</p><p><blockquote>这款电动汽车也出现在挪威和荷兰等其他几个欧洲市场，预计也将很快开始交付。</blockquote></p><p> It will be interesting to see how the Model Y contributes to electric vehicle sales in Europe in the coming months – though the real volume is expected to come with local production next year.</p><p><blockquote>未来几个月，Model Y如何为欧洲电动汽车销售做出贡献将会很有趣——尽管实际销量预计将于明年在当地生产。</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>EV stocks surged in Monday morning trading<blockquote>电动汽车股周一早盘飙升</blockquote></title>\n<style 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}\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\">\nEV stocks surged in Monday morning trading<blockquote>电动汽车股周一早盘飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-23 21:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks surged in Monday morning trading.Tesla,Nio&nbsp;and Li Auto&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%.</p><p><blockquote>电动汽车股周一早盘飙升。特斯拉、蔚来和理想汽车股价上涨超过2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b189db1a61970659fe3cfa28abccaea\" tg-width=\"360\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla&nbsp;has officially started Model Y deliveries in Europe.</p><p><blockquote>特斯拉已正式开始在欧洲交付Model Y。</blockquote></p><p> It was a long wait for customers and interestingly, the first deliveries were achieved through a change in strategy for Tesla.</p><p><blockquote>对于客户来说，这是一个漫长的等待，有趣的是，第一批交付是通过特斯拉战略的改变实现的。</blockquote></p><p> Tesla first unveiled the Model Y in March of 2020 and delivered the first units of the electric SUV in the US almost exactly a year later.</p><p><blockquote>特斯拉于2020年3月首次推出Model Y，并在几乎整整一年后在美国交付了第一批电动SUV。</blockquote></p><p> Like any new introduction from Tesla, European buyers generally have to wait until Fremont factory starts producing batches of European versions of the new cars and ships them to the old continent.</p><p><blockquote>与任何来自特斯拉的新产品一样，欧洲买家通常必须等到Fremont工厂开始批量生产欧洲版本的新车并将其运往旧大陆。</blockquote></p><p> However, the automaker announced a change in strategy to introduce Model Y in Europe and China.</p><p><blockquote>然而，该汽车制造商宣布改变战略，在欧洲和中国推出Model Y。</blockquote></p><p> Tesla said that it would only start deliveries in those markets after achieving new local production at Gigafactory Shanghai and Gigafactory Berlin.</p><p><blockquote>特斯拉表示，只有在上海超级工厂和柏林超级工厂实现新的本地生产后，才会在这些市场开始交付。</blockquote></p><p> This was achieved in a record time in China, and&nbsp;Tesla started Model Y deliveries in the market earlier this year.</p><p><blockquote>这在国内以创纪录的时间实现，特斯拉今年早些时候开始在市场上交付Model Y。</blockquote></p><p> It has been a different story in Europe.</p><p><blockquote>在欧洲，情况有所不同。</blockquote></p><p> Tesla has run into some challenges in starting production at Gigafactory Berlin, and the timeline has shifted from July 2021 to October 2021.</p><p><blockquote>特斯拉在柏林超级工厂投产时遇到了一些挑战，时间表从2021年7月转移到了2021年10月。</blockquote></p><p> But instead of waiting to start deliveries of the new Model Y, Tesla has decided to export Model Y vehicles produced at Gigafactory Shanghai to European markets.</p><p><blockquote>但特斯拉并没有等待开始交付新款Model Y，而是决定将上海超级工厂生产的Model Y汽车出口到欧洲市场。</blockquote></p><p> We recently reported that&nbsp;Tesla exported over 8,000 Model Ys from China last month, with most of them expected to come to Europe.</p><p><blockquote>我们最近报道称，特斯拉上个月从中国出口了超过8000辆Model Y，其中大部分预计将销往欧洲。</blockquote></p><p> They werespotted for the first timetwo weeks ago.</p><p><blockquote>他们两周前第一次被发现。</blockquote></p><p> Now we can confirm that Tesla has officially started Model Y deliveries in Europe.</p><p><blockquote>现在我们可以确认，特斯拉已经在欧洲正式开始Model Y交付。</blockquote></p><p> Can Dogan, a senior Tesla advisor at the store and service center inDortmund, Germany, posted a picture of the first European Model Y delivery on&nbsp;LinkedIn:</p><p><blockquote>德国多特蒙德商店和服务中心的高级特斯拉顾问Can Dogan在LinkedIn上发布了第一辆欧洲Model Y交付的图片：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ba472849be1800fdf041761fe34f58ba\" tg-width=\"1478\" tg-height=\"1108\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The electric vehicle has also been spotted in several other European markets, like Norway and the Netherlands, where deliveries are also expected to start soon.</p><p><blockquote>这款电动汽车也出现在挪威和荷兰等其他几个欧洲市场，预计也将很快开始交付。</blockquote></p><p> It will be interesting to see how the Model Y contributes to electric vehicle sales in Europe in the coming months – though the real volume is expected to come with local production next year.</p><p><blockquote>未来几个月，Model Y如何为欧洲电动汽车销售做出贡献将会很有趣——尽管实际销量预计将于明年在当地生产。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103523722","content_text":"EV stocks surged in Monday morning trading.Tesla,Nio and Li Auto shares rose more than 2%.\n\nTesla has officially started Model Y deliveries in Europe.\nIt was a long wait for customers and interestingly, the first deliveries were achieved through a change in strategy for Tesla.\nTesla first unveiled the Model Y in March of 2020 and delivered the first units of the electric SUV in the US almost exactly a year later.\nLike any new introduction from Tesla, European buyers generally have to wait until Fremont factory starts producing batches of European versions of the new cars and ships them to the old continent.\nHowever, the automaker announced a change in strategy to introduce Model Y in Europe and China.\nTesla said that it would only start deliveries in those markets after achieving new local production at Gigafactory Shanghai and Gigafactory Berlin.\nThis was achieved in a record time in China, and Tesla started Model Y deliveries in the market earlier this year.\nIt has been a different story in Europe.\nTesla has run into some challenges in starting production at Gigafactory Berlin, and the timeline has shifted from July 2021 to October 2021.\nBut instead of waiting to start deliveries of the new Model Y, Tesla has decided to export Model Y vehicles produced at Gigafactory Shanghai to European markets.\nWe recently reported that Tesla exported over 8,000 Model Ys from China last month, with most of them expected to come to Europe.\nThey werespotted for the first timetwo weeks ago.\nNow we can confirm that Tesla has officially started Model Y deliveries in Europe.\nCan Dogan, a senior Tesla advisor at the store and service center inDortmund, Germany, posted a picture of the first European Model Y delivery on LinkedIn:\n\nThe electric vehicle has also been spotted in several other European markets, like Norway and the Netherlands, where deliveries are also expected to start soon.\nIt will be interesting to see how the Model Y contributes to electric vehicle sales in Europe in the coming months – though the real volume is expected to come with local production next year.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831943974,"gmtCreate":1629282993698,"gmtModify":1631890608712,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Monitoring but yet to action..","listText":"Monitoring but yet to action..","text":"Monitoring but yet to action..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/831943974","repostId":"1157369196","repostType":4,"isVote":1,"tweetType":1,"viewCount":2808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839178699,"gmtCreate":1629130261611,"gmtModify":1631890608714,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"No matter what and how, whatever.. just hope for world peace…","listText":"No matter what and how, whatever.. just hope for world peace…","text":"No matter what and how, whatever.. just hope for world peace…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/839178699","repostId":"2159246902","repostType":4,"repost":{"id":"2159246902","kind":"highlight","pubTimestamp":1629082874,"share":"https://www.laohu8.com/m/news/2159246902?lang=zh_CN&edition=full","pubTime":"2021-08-16 11:01","market":"us","language":"en","title":"What the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159246902","media":"MarketWatch","summary":"After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions ","content":"<p>After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions about stability in the Middle East and stoking some potential unrest in U.S. financial markets, amid a weekend that was rife with political developments.</p><p><blockquote>在经历了20年的阴影后，塔利班在阿富汗重新掌权，引发了人们对中东稳定的质疑，并在一个充满政治事态发展的周末引发了美国金融市场的一些潜在动荡。</blockquote></p><p> However, the impact to the stock market, with the Dow Jones Industrial Average , the S&amp;P 500 index and the Nasdaq Composite Index trading at or near record highs , is unclear.</p><p><blockquote>然而，对股市的影响尚不清楚，道琼斯工业平均指数、标普500指数和纳斯达克综合指数的交易价格处于或接近历史高点。</blockquote></p><p> \"It's a terrible situation for those U.S. folks who are still there,\" J.J. Kinahan, chief market strategist at TD Ameritrade, told MarketWatch in emailed comments on Sunday.</p><p><blockquote>“对于那些仍在那里的美国人来说，这是一个可怕的情况，”J.J.德美利证券首席市场策略师基纳汉周日在电子邮件评论中告诉MarketWatch。</blockquote></p><p> \"As far as the markets go, we'll have to wait and see on the longer-term implications,\" he said.</p><p><blockquote>“就市场而言，我们必须观望长期影响，”他说。</blockquote></p><p> Futures, however, were tilting lower, with those for the S&amp;P 500 , the Dow and the Nasdaq-100 all showing modest declines, but hardly indicating that the market's bull run amid COVID-19 was in jeopardy.</p><p><blockquote>然而，期货价格走低，标普500、道琼斯指数和纳斯达克100指数均小幅下跌，但几乎不表明市场在COVID-19期间的牛市处于危险之中。</blockquote></p><p> The benchmark 10-year Treasury note yield was at 1.27% late Sunday in New York, attracting some haven bids, with prices of government debt rising and yields moving in the opposite direction.</p><p><blockquote>周日晚间，纽约基准10年期国债收益率报1.27%，吸引了一些避险买盘，政府债务价格上涨，收益率走势相反。</blockquote></p><p> Taliban fighters took over Kabul , fearing retaliation in the new regime.</p><p><blockquote>塔利班战士接管了喀布尔，担心新政权的报复。</blockquote></p><p> President Joe Biden has rushed 5,000 troops to Kabul .</p><p><blockquote>乔·拜登总统已向喀布尔派遣5000名士兵。</blockquote></p><p> The U.S. presence in Afghanistan, spanning the tenures of Presidents George W. Bush, Barack Obama, Donald Trump and Biden, started following the Sept. 11, 2001, attacks on the World Trade Center and the Pentagon, and is now considered the U.S.'s longest military conflict, surpassing World War I, World War II and the Korean War combined .</p><p><blockquote>美国在阿富汗的存在跨越了乔治·W·布什、巴拉克·奥巴马、唐纳德·特朗普和拜登总统的任期，始于2001年9月11日世贸中心和五角大楼遇袭后，现在被认为是美国最长的军事冲突，超过了第一次世界大战、第二次世界大战和朝鲜战争的总和。</blockquote></p><p> Biden's decision to remove troops from Afghanistan came after Trump's concessions to withdraw U.S. forces , had made the case that it would destabilize the tenuous Afghanistan leadership, leaving it vulnerable to insurgent groups.</p><p><blockquote>拜登决定从阿富汗撤军之前，特朗普做出了撤出美军的让步，这表明这将破坏脆弱的阿富汗领导层的稳定，使其容易受到叛乱组织的攻击。</blockquote></p><p> For the most part, stock-market investors have been mostly sanguine amid the long-running conflict that has cost an estimated $2.261 trillion, according to research from Brown University's Watson Institute of International Public Affairs , which also estimates that 241,000 people have died as a direct result of the war.</p><p><blockquote>根据布朗大学沃森国际公共事务研究所的研究，在很大程度上，股市投资者在这场估计造成2.261万亿美元损失的长期冲突中大多持乐观态度，该研究所还估计有241,000人死亡。战争的直接结果。</blockquote></p><p> The Dow is up by nearly 270%, the S&amp;P 500 has gained more than 300% and the Nasdaq Composite has climbed more than 700% since the fall of 2001.</p><p><blockquote>自2001年秋季以来，道琼斯指数上涨了近270%，标普500上涨了300%以上，纳斯达克综合指数上涨了700%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/502f052f480a29bd870006528642c220\" tg-width=\"1064\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that the benchmark 10-year was yielding between 4% and 5% around that time.</p><p><blockquote>值得注意的是，当时基准10年期国债收益率在4%至5%之间。</blockquote></p><p> Historically, military conflict doesn't always have an impact on stocks, and war's influence, if any, on investors' psyches isn't always clear-cut. The context and economic and market environments are often a bigger driver.</p><p><blockquote>从历史上看，军事冲突并不总是对股市产生影响，战争对投资者心理的影响（如果有的话）也并不总是明确的。背景、经济和市场环境往往是更大的驱动因素。</blockquote></p><p> The U.S. was already in the throes of a recession when the attacks of 9/11 hit and the market initially dipped sharply after the attacks.</p><p><blockquote>当9/11袭击发生时，美国已经处于经济衰退的阵痛之中，袭击发生后市场最初大幅下跌。</blockquote></p><p> Markets currently are attempting to claw back from the hit caused by COVID-19 and the spread of the delta variant, with questions about the policy plans by the Federal Reserve, and other central banks, at the front of investors' minds.</p><p><blockquote>市场目前正试图从COVID-19和德尔塔变异毒株蔓延造成的打击中恢复过来，投资者首先想到的是对美联储和其他央行政策计划的质疑。</blockquote></p><p> Still, military aggressions may result in some investors turning to bets on defense contractors, which could see a boost if the animosities flare up.</p><p><blockquote>尽管如此，军事侵略可能会导致一些投资者转向押注国防承包商，如果敌意爆发，国防承包商可能会得到提振。</blockquote></p><p> Northrop Grumman Corp.'s stock <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a> is up nearly 880% and Lockeed Martin Corp.'s shares <a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a> are up 834% since 2001, while Boeing Co. <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> is up 439%, and General Dynamics Corp. <a href=\"https://laohu8.com/S/GD\">$(GD)$</a> is up over 422%, all of which outperformed the broader market during that period.</p><p><blockquote>诺斯罗普·格鲁曼公司的股票<a href=\"https://laohu8.com/S/NOC\">$（夜间）$</a>上涨近880%，锁定马丁公司股价<a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>自2001年以来增长了834%，而波音公司。<a href=\"https://laohu8.com/S/BA\">$(BA)$</a>上涨439%，通用动力公司(General Dynamics Corp.)<a href=\"https://laohu8.com/S/GD\">$(GD)$</a>上涨超过422%，均跑赢同期大盘。</blockquote></p><p> So far this year, Lockheed's stock is underperforming the broader market, up 0.9%, as is Boeing's, which has gained 9.5% in the year to date.</p><p><blockquote>今年迄今为止，洛克希德公司的股价表现逊于大盘，上涨了0.9%，波音公司的股价也是如此，今年迄今为止上涨了9.5%。</blockquote></p><p> One popular way to play defense contractors broadly is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> U.S. Aerospace &amp; Defense <a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a> exchange-traded fund, which was created in 2006 and is up 13.7% in 2021 thus far. The SPDR S&amp;P Aerospace &amp; Defense ETF <a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>, which kicked off in 2011, is up 7% year to date.</p><p><blockquote>广泛参与国防承包商的一种流行方式是<a href=\"https://laohu8.com/S/EEME\">iShares</a>美国航空航天与国防<a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a>交易所交易基金成立于2006年，2021年迄今已上涨13.7%。SPDR S&amp;P航空航天与国防ETF<a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>该计划于2011年启动，今年迄今已上涨7%。</blockquote></p><p> Overall, strategists had already been warning about the possibility of a correction as concerns about peak earnings and economic growth grow and many analysts see the Afghan escalation as simply adding to a wall of worry.</p><p><blockquote>总体而言，策略师已经警告称，随着对盈利和经济增长峰值的担忧加剧，可能会出现调整，许多分析师认为阿富汗局势升级只是加剧了担忧。</blockquote></p><p> TDAmeritrade's Kinahan said that we \"should see a lift in volatility, and perhaps some fixed-income purchasing, as this puts an element of uncertainty into the market.\"</p><p><blockquote>TDAmeritrade的Kinahan表示，我们“应该会看到波动性上升，或许还会看到一些固定收益购买，因为这给市场带来了不确定性。”</blockquote></p><p> But don't be surprised if the market's reaction to the possibility of military tensions is counterintuitive, as Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, has written in the past about the market's sometimes odd reaction to war , summing it up thusly.</p><p><blockquote>但如果市场对军事紧张局势可能性的反应违反直觉，请不要感到惊讶，正如Ritholtz Wealth Management LLC的投资组合经理本·卡尔森(Ben Carlson)过去曾写过有关市场对战争有时会做出奇怪反应的文章，并这样总结。</blockquote></p><p></p><p> \"Markets don't always respond to geopolitical events the way you think.\"</p><p><blockquote>“市场并不总是像你想象的那样对地缘政治事件做出反应。”</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>What the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</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 the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-16 11:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions about stability in the Middle East and stoking some potential unrest in U.S. financial markets, amid a weekend that was rife with political developments.</p><p><blockquote>在经历了20年的阴影后，塔利班在阿富汗重新掌权，引发了人们对中东稳定的质疑，并在一个充满政治事态发展的周末引发了美国金融市场的一些潜在动荡。</blockquote></p><p> However, the impact to the stock market, with the Dow Jones Industrial Average , the S&amp;P 500 index and the Nasdaq Composite Index trading at or near record highs , is unclear.</p><p><blockquote>然而，对股市的影响尚不清楚，道琼斯工业平均指数、标普500指数和纳斯达克综合指数的交易价格处于或接近历史高点。</blockquote></p><p> \"It's a terrible situation for those U.S. folks who are still there,\" J.J. Kinahan, chief market strategist at TD Ameritrade, told MarketWatch in emailed comments on Sunday.</p><p><blockquote>“对于那些仍在那里的美国人来说，这是一个可怕的情况，”J.J.德美利证券首席市场策略师基纳汉周日在电子邮件评论中告诉MarketWatch。</blockquote></p><p> \"As far as the markets go, we'll have to wait and see on the longer-term implications,\" he said.</p><p><blockquote>“就市场而言，我们必须观望长期影响，”他说。</blockquote></p><p> Futures, however, were tilting lower, with those for the S&amp;P 500 , the Dow and the Nasdaq-100 all showing modest declines, but hardly indicating that the market's bull run amid COVID-19 was in jeopardy.</p><p><blockquote>然而，期货价格走低，标普500、道琼斯指数和纳斯达克100指数均小幅下跌，但几乎不表明市场在COVID-19期间的牛市处于危险之中。</blockquote></p><p> The benchmark 10-year Treasury note yield was at 1.27% late Sunday in New York, attracting some haven bids, with prices of government debt rising and yields moving in the opposite direction.</p><p><blockquote>周日晚间，纽约基准10年期国债收益率报1.27%，吸引了一些避险买盘，政府债务价格上涨，收益率走势相反。</blockquote></p><p> Taliban fighters took over Kabul , fearing retaliation in the new regime.</p><p><blockquote>塔利班战士接管了喀布尔，担心新政权的报复。</blockquote></p><p> President Joe Biden has rushed 5,000 troops to Kabul .</p><p><blockquote>乔·拜登总统已向喀布尔派遣5000名士兵。</blockquote></p><p> The U.S. presence in Afghanistan, spanning the tenures of Presidents George W. Bush, Barack Obama, Donald Trump and Biden, started following the Sept. 11, 2001, attacks on the World Trade Center and the Pentagon, and is now considered the U.S.'s longest military conflict, surpassing World War I, World War II and the Korean War combined .</p><p><blockquote>美国在阿富汗的存在跨越了乔治·W·布什、巴拉克·奥巴马、唐纳德·特朗普和拜登总统的任期，始于2001年9月11日世贸中心和五角大楼遇袭后，现在被认为是美国最长的军事冲突，超过了第一次世界大战、第二次世界大战和朝鲜战争的总和。</blockquote></p><p> Biden's decision to remove troops from Afghanistan came after Trump's concessions to withdraw U.S. forces , had made the case that it would destabilize the tenuous Afghanistan leadership, leaving it vulnerable to insurgent groups.</p><p><blockquote>拜登决定从阿富汗撤军之前，特朗普做出了撤出美军的让步，这表明这将破坏脆弱的阿富汗领导层的稳定，使其容易受到叛乱组织的攻击。</blockquote></p><p> For the most part, stock-market investors have been mostly sanguine amid the long-running conflict that has cost an estimated $2.261 trillion, according to research from Brown University's Watson Institute of International Public Affairs , which also estimates that 241,000 people have died as a direct result of the war.</p><p><blockquote>根据布朗大学沃森国际公共事务研究所的研究，在很大程度上，股市投资者在这场估计造成2.261万亿美元损失的长期冲突中大多持乐观态度，该研究所还估计有241,000人死亡。战争的直接结果。</blockquote></p><p> The Dow is up by nearly 270%, the S&amp;P 500 has gained more than 300% and the Nasdaq Composite has climbed more than 700% since the fall of 2001.</p><p><blockquote>自2001年秋季以来，道琼斯指数上涨了近270%，标普500上涨了300%以上，纳斯达克综合指数上涨了700%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/502f052f480a29bd870006528642c220\" tg-width=\"1064\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that the benchmark 10-year was yielding between 4% and 5% around that time.</p><p><blockquote>值得注意的是，当时基准10年期国债收益率在4%至5%之间。</blockquote></p><p> Historically, military conflict doesn't always have an impact on stocks, and war's influence, if any, on investors' psyches isn't always clear-cut. The context and economic and market environments are often a bigger driver.</p><p><blockquote>从历史上看，军事冲突并不总是对股市产生影响，战争对投资者心理的影响（如果有的话）也并不总是明确的。背景、经济和市场环境往往是更大的驱动因素。</blockquote></p><p> The U.S. was already in the throes of a recession when the attacks of 9/11 hit and the market initially dipped sharply after the attacks.</p><p><blockquote>当9/11袭击发生时，美国已经处于经济衰退的阵痛之中，袭击发生后市场最初大幅下跌。</blockquote></p><p> Markets currently are attempting to claw back from the hit caused by COVID-19 and the spread of the delta variant, with questions about the policy plans by the Federal Reserve, and other central banks, at the front of investors' minds.</p><p><blockquote>市场目前正试图从COVID-19和德尔塔变异毒株蔓延造成的打击中恢复过来，投资者首先想到的是对美联储和其他央行政策计划的质疑。</blockquote></p><p> Still, military aggressions may result in some investors turning to bets on defense contractors, which could see a boost if the animosities flare up.</p><p><blockquote>尽管如此，军事侵略可能会导致一些投资者转向押注国防承包商，如果敌意爆发，国防承包商可能会得到提振。</blockquote></p><p> Northrop Grumman Corp.'s stock <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a> is up nearly 880% and Lockeed Martin Corp.'s shares <a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a> are up 834% since 2001, while Boeing Co. <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> is up 439%, and General Dynamics Corp. <a href=\"https://laohu8.com/S/GD\">$(GD)$</a> is up over 422%, all of which outperformed the broader market during that period.</p><p><blockquote>诺斯罗普·格鲁曼公司的股票<a href=\"https://laohu8.com/S/NOC\">$（夜间）$</a>上涨近880%，锁定马丁公司股价<a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>自2001年以来增长了834%，而波音公司。<a href=\"https://laohu8.com/S/BA\">$(BA)$</a>上涨439%，通用动力公司(General Dynamics Corp.)<a href=\"https://laohu8.com/S/GD\">$(GD)$</a>上涨超过422%，均跑赢同期大盘。</blockquote></p><p> So far this year, Lockheed's stock is underperforming the broader market, up 0.9%, as is Boeing's, which has gained 9.5% in the year to date.</p><p><blockquote>今年迄今为止，洛克希德公司的股价表现逊于大盘，上涨了0.9%，波音公司的股价也是如此，今年迄今为止上涨了9.5%。</blockquote></p><p> One popular way to play defense contractors broadly is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> U.S. Aerospace &amp; Defense <a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a> exchange-traded fund, which was created in 2006 and is up 13.7% in 2021 thus far. The SPDR S&amp;P Aerospace &amp; Defense ETF <a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>, which kicked off in 2011, is up 7% year to date.</p><p><blockquote>广泛参与国防承包商的一种流行方式是<a href=\"https://laohu8.com/S/EEME\">iShares</a>美国航空航天与国防<a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a>交易所交易基金成立于2006年，2021年迄今已上涨13.7%。SPDR S&amp;P航空航天与国防ETF<a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>该计划于2011年启动，今年迄今已上涨7%。</blockquote></p><p> Overall, strategists had already been warning about the possibility of a correction as concerns about peak earnings and economic growth grow and many analysts see the Afghan escalation as simply adding to a wall of worry.</p><p><blockquote>总体而言，策略师已经警告称，随着对盈利和经济增长峰值的担忧加剧，可能会出现调整，许多分析师认为阿富汗局势升级只是加剧了担忧。</blockquote></p><p> TDAmeritrade's Kinahan said that we \"should see a lift in volatility, and perhaps some fixed-income purchasing, as this puts an element of uncertainty into the market.\"</p><p><blockquote>TDAmeritrade的Kinahan表示，我们“应该会看到波动性上升，或许还会看到一些固定收益购买，因为这给市场带来了不确定性。”</blockquote></p><p> But don't be surprised if the market's reaction to the possibility of military tensions is counterintuitive, as Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, has written in the past about the market's sometimes odd reaction to war , summing it up thusly.</p><p><blockquote>但如果市场对军事紧张局势可能性的反应违反直觉，请不要感到惊讶，正如Ritholtz Wealth Management LLC的投资组合经理本·卡尔森(Ben Carlson)过去曾写过有关市场对战争有时会做出奇怪反应的文章，并这样总结。</blockquote></p><p></p><p> \"Markets don't always respond to geopolitical events the way you think.\"</p><p><blockquote>“市场并不总是像你想象的那样对地缘政治事件做出反应。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/what-the-collapse-of-the-afghan-government-might-mean-for-the-u-s-stock-market-11629081544?mod=newsviewer_click\">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":{"SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/what-the-collapse-of-the-afghan-government-might-mean-for-the-u-s-stock-market-11629081544?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159246902","content_text":"After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions about stability in the Middle East and stoking some potential unrest in U.S. financial markets, amid a weekend that was rife with political developments.\nHowever, the impact to the stock market, with the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index trading at or near record highs , is unclear.\n\"It's a terrible situation for those U.S. folks who are still there,\" J.J. Kinahan, chief market strategist at TD Ameritrade, told MarketWatch in emailed comments on Sunday.\n\"As far as the markets go, we'll have to wait and see on the longer-term implications,\" he said.\nFutures, however, were tilting lower, with those for the S&P 500 , the Dow and the Nasdaq-100 all showing modest declines, but hardly indicating that the market's bull run amid COVID-19 was in jeopardy.\nThe benchmark 10-year Treasury note yield was at 1.27% late Sunday in New York, attracting some haven bids, with prices of government debt rising and yields moving in the opposite direction.\nTaliban fighters took over Kabul , fearing retaliation in the new regime.\nPresident Joe Biden has rushed 5,000 troops to Kabul .\nThe U.S. presence in Afghanistan, spanning the tenures of Presidents George W. Bush, Barack Obama, Donald Trump and Biden, started following the Sept. 11, 2001, attacks on the World Trade Center and the Pentagon, and is now considered the U.S.'s longest military conflict, surpassing World War I, World War II and the Korean War combined .\nBiden's decision to remove troops from Afghanistan came after Trump's concessions to withdraw U.S. forces , had made the case that it would destabilize the tenuous Afghanistan leadership, leaving it vulnerable to insurgent groups.\nFor the most part, stock-market investors have been mostly sanguine amid the long-running conflict that has cost an estimated $2.261 trillion, according to research from Brown University's Watson Institute of International Public Affairs , which also estimates that 241,000 people have died as a direct result of the war.\nThe Dow is up by nearly 270%, the S&P 500 has gained more than 300% and the Nasdaq Composite has climbed more than 700% since the fall of 2001.\n\nIt's worth noting that the benchmark 10-year was yielding between 4% and 5% around that time.\nHistorically, military conflict doesn't always have an impact on stocks, and war's influence, if any, on investors' psyches isn't always clear-cut. The context and economic and market environments are often a bigger driver.\nThe U.S. was already in the throes of a recession when the attacks of 9/11 hit and the market initially dipped sharply after the attacks.\nMarkets currently are attempting to claw back from the hit caused by COVID-19 and the spread of the delta variant, with questions about the policy plans by the Federal Reserve, and other central banks, at the front of investors' minds.\nStill, military aggressions may result in some investors turning to bets on defense contractors, which could see a boost if the animosities flare up.\nNorthrop Grumman Corp.'s stock $(NOC)$ is up nearly 880% and Lockeed Martin Corp.'s shares $(LMT)$ are up 834% since 2001, while Boeing Co. $(BA)$ is up 439%, and General Dynamics Corp. $(GD)$ is up over 422%, all of which outperformed the broader market during that period.\nSo far this year, Lockheed's stock is underperforming the broader market, up 0.9%, as is Boeing's, which has gained 9.5% in the year to date.\nOne popular way to play defense contractors broadly is the iShares U.S. Aerospace & Defense $(ITA)$ exchange-traded fund, which was created in 2006 and is up 13.7% in 2021 thus far. The SPDR S&P Aerospace & Defense ETF $(XAR.UK)$, which kicked off in 2011, is up 7% year to date.\nOverall, strategists had already been warning about the possibility of a correction as concerns about peak earnings and economic growth grow and many analysts see the Afghan escalation as simply adding to a wall of worry.\nTDAmeritrade's Kinahan said that we \"should see a lift in volatility, and perhaps some fixed-income purchasing, as this puts an element of uncertainty into the market.\"\nBut don't be surprised if the market's reaction to the possibility of military tensions is counterintuitive, as Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, has written in the past about the market's sometimes odd reaction to war , summing it up thusly.\n\"Markets don't always respond to geopolitical events the way you think.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPXU":0.9,"SSO":0.9,"UPRO":0.9,".SPX":0.9,"SH":0.9,".DJI":0.9,"OEX":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830248193,"gmtCreate":1629077870912,"gmtModify":1631890608717,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Patience patience.. it will be alright","listText":"Patience patience.. it will be alright","text":"Patience patience.. it will be alright","images":[{"img":"https://static.tigerbbs.com/bbdcc2f65e6517db0999e4b7cbdd8537","width":"1125","height":"2754"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830248193","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830927070,"gmtCreate":1629002982090,"gmtModify":1631893707020,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Stability vs growth? 🤔","listText":"Stability vs growth? 🤔","text":"Stability vs growth? 🤔","images":[{"img":"https://static.tigerbbs.com/3b4744994442dde3b6058b56aea934c9","width":"1125","height":"3406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830927070","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":894379538,"gmtCreate":1628809315124,"gmtModify":1631893707025,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"That’s the way to go…","listText":"That’s the way to go…","text":"That’s the way to go…","images":[{"img":"https://static.tigerbbs.com/f0fbe7b569756f13ae27ff7bb02ed747","width":"1125","height":"3406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/894379538","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895318671,"gmtCreate":1628723996493,"gmtModify":1631893707025,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"m.o.n.i.t.o.r..i..n.g 😅","listText":"m.o.n.i.t.o.r..i..n.g 😅","text":"m.o.n.i.t.o.r..i..n.g 😅","images":[{"img":"https://static.tigerbbs.com/7902322864ce6ef8da39ff14e16fa40a","width":"1125","height":"3406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895318671","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892367138,"gmtCreate":1628639922824,"gmtModify":1631893707030,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Can be better… 💪","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Can be better… 💪","text":"$NVIDIA Corp(NVDA)$Can be better… 💪","images":[{"img":"https://static.tigerbbs.com/2e341e26e94955858f088326f87f200b","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892367138","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892385300,"gmtCreate":1628639495800,"gmtModify":1631893707036,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Can be better?&nbsp;🤔 A bit unsure on the implications to other ticker","listText":"Can be better?&nbsp;🤔 A bit unsure on the implications to other ticker","text":"Can be better? 🤔 A bit unsure on the implications to other ticker","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892385300","repostId":"1195651017","repostType":4,"repost":{"id":"1195651017","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":1628638405,"share":"https://www.laohu8.com/m/news/1195651017?lang=zh_CN&edition=full","pubTime":"2021-08-11 07:33","market":"us","language":"en","title":"Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195651017","media":"Tiger Newspress","summary":"U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&P 500 cl","content":"<p>U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&amp;P 500 closed at&nbsp;record highs&nbsp;following the Senate passing the$1 trillion infrastructure bill.</p><p><blockquote>美国股指期货周二隔夜交易中持平，此前道指和标普500在参议院通过1万亿美元基础设施法案后收于历史新高。</blockquote></p><p> Futures contracts tied to the <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> were slightly higher. <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a> futures and Nasdaq 100 futures were flat.</p><p><blockquote>期货合约与<a href=\"https://laohu8.com/S/.DJI\">道琼斯</a>略高。<a href=\"https://laohu8.com/S/.SPX\">标普500</a>期货、纳斯达克100期货持平。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were down 14 points, or 0.04%, S&amp;P 500 e-minis were down 2.50 points, or 0.06%, and Nasdaq 100 e-minis were down 8.25 points, or 0.05%.<img src=\"https://static.tigerbbs.com/bb78d3b983aa4d779cf3b1bdc234bd42\" tg-width=\"1125\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p><blockquote>晚上七点半。ET，道指e-minis下跌14点，跌幅0.04%，标普500 e-minis下跌2.50点，跌幅0.06%，纳斯达克100 e-minis下跌8.25点，跌幅0.05%。</blockquote></p><p> <b>Stocks making the biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/WW\">Weight Watchers International Inc</a>&nbsp;23.2% LOWER; reported Q2 EPS of $0.12, which may not compare to the analyst estimate of $0.65. Revenue for the quarter came in at $311 million versus the consensus estimate of $337.1 million.</p><p><blockquote><a href=\"https://laohu8.com/S/WW\">慧俪轻体国际公司</a>23.降低2%；报告第二季度每股收益为0.12美元，可能无法与分析师预期的0.65美元相比。该季度营收为3.11亿美元，而市场普遍预期为3.371亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/UPST\">Upstart Holdings, Inc.</a> 17.9% HIGHER; reported Q2 EPS of $0.62, $0.37 better than the analyst estimate of $0.25. Revenue for the quarter came in at $194 million versus the consensus estimate of $157.76 million. Upstart Holdings sees Q3 2021 revenue of $205-215 million, versus the consensus of $161.6 million.</p><p><blockquote><a href=\"https://laohu8.com/S/UPST\">新贵控股公司。</a>高17.9%；报告第二季度每股收益为0.62美元，比分析师预期的0.25美元高出0.37美元。该季度营收为1.94亿美元，而市场普遍预期为1.5776亿美元。Upstart Holdings预计2021年第三季度收入为2.05-2.15亿美元，而市场普遍预期为1.616亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/ONTF\">ON24, Inc.</a> 14.9% LOWER; reported Q2 EPS of $0.04, $0.04 better than the analyst estimate of $0.00. Revenue for the quarter came in at $52.1 million versus the consensus estimate of $51.03 million. ON24, Inc. sees Q3 2021 EPS of ($0.09)-($0.07), versus the consensus of ($0.05). ON24, Inc. sees Q3 2021 revenue of $47.5-48.5 million, versus the consensus of $51.2 million. ON24, Inc. sees FY2021 EPS of ($0.13)-($0.06), versus the consensus of ($0.04). ON24, Inc. sees FY2021 revenue of $201.2-204.2 million, versus the consensus of $209.2 million.</p><p><blockquote><a href=\"https://laohu8.com/S/ONTF\">ON24公司。</a>下降14.9%；报告第二季度每股收益为0.04美元，比分析师预期的0.00美元好0.04美元。该季度营收为5210万美元，而市场普遍预期为5103万美元。ON24，Inc.预计2021年第三季度每股收益为（0.09美元）-（0.07美元），而市场普遍预期为（0.05美元）。ON24，Inc.预计2021年第三季度收入为4750-4850万美元，而市场普遍预期为5120万美元。ON24，Inc.预计2021财年每股收益为（0.13美元）-（0.06美元），而市场普遍预期为（0.04美元）。ON24，Inc.预计2021财年收入为2.012亿至2.042亿美元，而市场普遍预期为2.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LPRO\">Open Lending Corporation</a> 18.2% HIGHER; reported Q2 EPS of $0.60, $0.43 better than the analyst estimate of $0.17. Revenue for the quarter came in at $61.1 million versus the consensus estimate of $48.98 million. Open Lending Corp. sees FY2021 revenue of $184-234 million, versus the consensus of $216 million.</p><p><blockquote><a href=\"https://laohu8.com/S/LPRO\">开放借贷公司</a>高18.2%；报告第二季度每股收益为0.60美元，比分析师预期的0.17美元好0.43美元。该季度营收为6110万美元，而市场普遍预期为4898万美元。Open Lending Corp.预计2021财年收入为1.84-2.34亿美元，而市场普遍预期为2.16亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> 12.1% HIGHER; reported Q2 EPS of ($0.38), $0.12 better than the analyst estimate of ($0.50). Revenue for the quarter came in at $130.9 million versus the consensus estimate of $118.88 million. fuboTV Inc. sees Q3 2021 revenue of $140-144 million, versus the consensus of $126.9 million. fuboTV Inc. sees FY2021 revenue of $560-570 million, versus the consensus of $531.7 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FUBO\">富波电视公司。</a>高12.1%；报告第二季度每股收益为（0.38美元），比分析师预期的（0.50美元）高出0.12美元。该季度营收为1.309亿美元，而市场普遍预期为1.1888亿美元。fuboTV Inc.预计2021年第三季度收入为140-1.44亿美元，而市场普遍预期为1.269亿美元。fuboTV Inc.预计2021财年收入为5.60-5.7亿美元，而市场普遍预期为5.317亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRVI\">Maravai LifeSciences Holdings, Inc.</a> 7.4% HIGHER; reported Q2 EPS of $0.44, $0.13 better than the analyst estimate of $0.31. Revenue for the quarter came in at $217.8 million versus the consensus estimate of $192.29 million. Maravai LifeSciences sees FY2021 revenue of $745-770 million, versus the consensus of $709.65 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MRVI\">马拉维生命科学控股公司。</a>高7.4%；报告第二季度每股收益为0.44美元，比分析师预期的0.31美元高出0.13美元。该季度营收为2.178亿美元，而市场普遍预期为1.9229亿美元。Maravai LifeSciences预计2021财年收入为7.45-7.7亿美元，而市场普遍预期为7.0965亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/TDUP\">ThredUp Inc.</a> 7.3% HIGHER; Another record-setting quarter with 27% year-over-year revenue growth</p><p><blockquote><a href=\"https://laohu8.com/S/TDUP\">ThredUp公司。</a>高7.3%；又一个创纪录的季度收入同比增长27%</blockquote></p><p> <a href=\"https://laohu8.com/S/GTES\">Gates Industrial Corp PLC</a> 6.2% LOWER; announced today that certain selling stockholders affiliated with The Blackstone Group Inc. have commenced a secondary offering of 25,000,000 of Gates' ordinary shares. In connection with the offering, the selling stockholders intend to grant to the underwriters a 30-day option to purchase up to 3,750,000 additional ordinary shares.</p><p><blockquote><a href=\"https://laohu8.com/S/GTES\">盖茨工业公司</a>下降6.2%；今天宣布，隶属于黑石集团公司的某些售股股东已开始二次发行25,000,000股盖茨普通股。就此次发行而言，售股股东打算向承销商授予30天的选择权，以购买最多3,750,000股额外普通股。</blockquote></p><p> <a href=\"https://laohu8.com/S/SKIN\">The Beauty Health Corp.</a> 5.3% HIGHER; reported Q2 EPS of ($1.52), versus ($0.30) reported last year. Revenue for the quarter came in at $66.5 million, versus $14.1 million reported last year.</p><p><blockquote><a href=\"https://laohu8.com/S/SKIN\">美容健康公司。</a>高5.3%；报告第二季度每股收益为（1.52美元），而去年报告为（0.30美元）。该季度收入为6650万美元，而去年为1410万美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MCFE\">McAfee Corp.</a> 3.8% HIGHER; reported Q2 EPS of $0.21, $0.03 better than the analyst estimate of $0.18. Revenue for the quarter came in at $467 million versus the consensus estimate of $433.99 million. McAfee Corp. sees Q3 2021 revenue of $461-467 million, versus the consensus of $442.8 million. McAfee Corp. sees FY2021 revenue of $1.84-1.85 billion, versus the consensus of $1.79 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/MCFE\">迈克菲公司。</a>高3.8%；报告第二季度每股收益为0.21美元，比分析师预期的0.18美元高出0.03美元。该季度营收为4.67亿美元，而市场普遍预期为4.3399亿美元。McAfee Corp.预计2021年第三季度收入为4.61-4.67亿美元，而市场普遍预期为4.428亿美元。McAfee Corp.预计2021财年营收为18.4-18.5亿美元，而市场普遍预期为17.9亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/OLO\">Olo Inc.</a> 3.7% LOWER; reported Q2 EPS of $0.03, $0.02 better than the analyst estimate of $0.01. Revenue for the quarter came in at $35.9 million versus the consensus estimate of $34.03 million. Olo Inc. sees Q3 2021 revenue of $36-36.5 million, versus the consensus of $34.65 million. Olo Inc. sees FY2021 revenue of $144.7-145.7 million, versus the consensus of $140.78 million.</p><p><blockquote><a href=\"https://laohu8.com/S/OLO\">奥洛公司。</a>下降3.7%；报告第二季度每股收益为0.03美元，比分析师预期的0.01美元好0.02美元。该季度营收为3590万美元，而市场普遍预期为3403万美元。Olo Inc.预计2021年第三季度收入为36-3650万美元，而市场普遍预期为3465万美元。Olo Inc.预计2021财年收入为1.447亿至1.457亿美元，而市场普遍预期为1.4078亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LU\">Lufax</a> 1.9% HIGHER;&nbsp;Morgan Stanley&nbsp;upgraded from Equalweight to Overweight with a price target of $13.00 (from $14.80).</p><p><blockquote><a href=\"https://laohu8.com/S/LU\">陆金所</a>高1.9%；大摩将评级从等权重上调至跑赢大盘，目标价为13.00美元（原14.80美元）。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> 0.7% HIGHER; reported Q2 EPS of $6.42, $4.18 better than the analyst estimate of $2.24. Revenue for the quarter came in at $2.23 billion versus the consensus estimate of $1.77 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>高0.7%；报告第二季度每股收益为6.42美元，比分析师预期的2.24美元高出4.18美元。该季度营收为22.3亿美元，而市场普遍预期为17.7亿美元。</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>Toplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines After Hours US Market on Tuesday<blockquote>周二美国市场盘后顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-11 07:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&amp;P 500 closed at&nbsp;record highs&nbsp;following the Senate passing the$1 trillion infrastructure bill.</p><p><blockquote>美国股指期货周二隔夜交易中持平，此前道指和标普500在参议院通过1万亿美元基础设施法案后收于历史新高。</blockquote></p><p> Futures contracts tied to the <a href=\"https://laohu8.com/S/.DJI\">DJIA</a> were slightly higher. <a href=\"https://laohu8.com/S/.SPX\">S&amp;P 500</a> futures and Nasdaq 100 futures were flat.</p><p><blockquote>期货合约与<a href=\"https://laohu8.com/S/.DJI\">道琼斯</a>略高。<a href=\"https://laohu8.com/S/.SPX\">标普500</a>期货、纳斯达克100期货持平。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were down 14 points, or 0.04%, S&amp;P 500 e-minis were down 2.50 points, or 0.06%, and Nasdaq 100 e-minis were down 8.25 points, or 0.05%.<img src=\"https://static.tigerbbs.com/bb78d3b983aa4d779cf3b1bdc234bd42\" tg-width=\"1125\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p><blockquote>晚上七点半。ET，道指e-minis下跌14点，跌幅0.04%，标普500 e-minis下跌2.50点，跌幅0.06%，纳斯达克100 e-minis下跌8.25点，跌幅0.05%。</blockquote></p><p> <b>Stocks making the biggest moves after hours:</b></p><p><blockquote><b>盘后涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/WW\">Weight Watchers International Inc</a>&nbsp;23.2% LOWER; reported Q2 EPS of $0.12, which may not compare to the analyst estimate of $0.65. Revenue for the quarter came in at $311 million versus the consensus estimate of $337.1 million.</p><p><blockquote><a href=\"https://laohu8.com/S/WW\">慧俪轻体国际公司</a>23.降低2%；报告第二季度每股收益为0.12美元，可能无法与分析师预期的0.65美元相比。该季度营收为3.11亿美元，而市场普遍预期为3.371亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/UPST\">Upstart Holdings, Inc.</a> 17.9% HIGHER; reported Q2 EPS of $0.62, $0.37 better than the analyst estimate of $0.25. Revenue for the quarter came in at $194 million versus the consensus estimate of $157.76 million. Upstart Holdings sees Q3 2021 revenue of $205-215 million, versus the consensus of $161.6 million.</p><p><blockquote><a href=\"https://laohu8.com/S/UPST\">新贵控股公司。</a>高17.9%；报告第二季度每股收益为0.62美元，比分析师预期的0.25美元高出0.37美元。该季度营收为1.94亿美元，而市场普遍预期为1.5776亿美元。Upstart Holdings预计2021年第三季度收入为2.05-2.15亿美元，而市场普遍预期为1.616亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/ONTF\">ON24, Inc.</a> 14.9% LOWER; reported Q2 EPS of $0.04, $0.04 better than the analyst estimate of $0.00. Revenue for the quarter came in at $52.1 million versus the consensus estimate of $51.03 million. ON24, Inc. sees Q3 2021 EPS of ($0.09)-($0.07), versus the consensus of ($0.05). ON24, Inc. sees Q3 2021 revenue of $47.5-48.5 million, versus the consensus of $51.2 million. ON24, Inc. sees FY2021 EPS of ($0.13)-($0.06), versus the consensus of ($0.04). ON24, Inc. sees FY2021 revenue of $201.2-204.2 million, versus the consensus of $209.2 million.</p><p><blockquote><a href=\"https://laohu8.com/S/ONTF\">ON24公司。</a>下降14.9%；报告第二季度每股收益为0.04美元，比分析师预期的0.00美元好0.04美元。该季度营收为5210万美元，而市场普遍预期为5103万美元。ON24，Inc.预计2021年第三季度每股收益为（0.09美元）-（0.07美元），而市场普遍预期为（0.05美元）。ON24，Inc.预计2021年第三季度收入为4750-4850万美元，而市场普遍预期为5120万美元。ON24，Inc.预计2021财年每股收益为（0.13美元）-（0.06美元），而市场普遍预期为（0.04美元）。ON24，Inc.预计2021财年收入为2.012亿至2.042亿美元，而市场普遍预期为2.092亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LPRO\">Open Lending Corporation</a> 18.2% HIGHER; reported Q2 EPS of $0.60, $0.43 better than the analyst estimate of $0.17. Revenue for the quarter came in at $61.1 million versus the consensus estimate of $48.98 million. Open Lending Corp. sees FY2021 revenue of $184-234 million, versus the consensus of $216 million.</p><p><blockquote><a href=\"https://laohu8.com/S/LPRO\">开放借贷公司</a>高18.2%；报告第二季度每股收益为0.60美元，比分析师预期的0.17美元好0.43美元。该季度营收为6110万美元，而市场普遍预期为4898万美元。Open Lending Corp.预计2021财年收入为1.84-2.34亿美元，而市场普遍预期为2.16亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> 12.1% HIGHER; reported Q2 EPS of ($0.38), $0.12 better than the analyst estimate of ($0.50). Revenue for the quarter came in at $130.9 million versus the consensus estimate of $118.88 million. fuboTV Inc. sees Q3 2021 revenue of $140-144 million, versus the consensus of $126.9 million. fuboTV Inc. sees FY2021 revenue of $560-570 million, versus the consensus of $531.7 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FUBO\">富波电视公司。</a>高12.1%；报告第二季度每股收益为（0.38美元），比分析师预期的（0.50美元）高出0.12美元。该季度营收为1.309亿美元，而市场普遍预期为1.1888亿美元。fuboTV Inc.预计2021年第三季度收入为140-1.44亿美元，而市场普遍预期为1.269亿美元。fuboTV Inc.预计2021财年收入为5.60-5.7亿美元，而市场普遍预期为5.317亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MRVI\">Maravai LifeSciences Holdings, Inc.</a> 7.4% HIGHER; reported Q2 EPS of $0.44, $0.13 better than the analyst estimate of $0.31. Revenue for the quarter came in at $217.8 million versus the consensus estimate of $192.29 million. Maravai LifeSciences sees FY2021 revenue of $745-770 million, versus the consensus of $709.65 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MRVI\">马拉维生命科学控股公司。</a>高7.4%；报告第二季度每股收益为0.44美元，比分析师预期的0.31美元高出0.13美元。该季度营收为2.178亿美元，而市场普遍预期为1.9229亿美元。Maravai LifeSciences预计2021财年收入为7.45-7.7亿美元，而市场普遍预期为7.0965亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/TDUP\">ThredUp Inc.</a> 7.3% HIGHER; Another record-setting quarter with 27% year-over-year revenue growth</p><p><blockquote><a href=\"https://laohu8.com/S/TDUP\">ThredUp公司。</a>高7.3%；又一个创纪录的季度收入同比增长27%</blockquote></p><p> <a href=\"https://laohu8.com/S/GTES\">Gates Industrial Corp PLC</a> 6.2% LOWER; announced today that certain selling stockholders affiliated with The Blackstone Group Inc. have commenced a secondary offering of 25,000,000 of Gates' ordinary shares. In connection with the offering, the selling stockholders intend to grant to the underwriters a 30-day option to purchase up to 3,750,000 additional ordinary shares.</p><p><blockquote><a href=\"https://laohu8.com/S/GTES\">盖茨工业公司</a>下降6.2%；今天宣布，隶属于黑石集团公司的某些售股股东已开始二次发行25,000,000股盖茨普通股。就此次发行而言，售股股东打算向承销商授予30天的选择权，以购买最多3,750,000股额外普通股。</blockquote></p><p> <a href=\"https://laohu8.com/S/SKIN\">The Beauty Health Corp.</a> 5.3% HIGHER; reported Q2 EPS of ($1.52), versus ($0.30) reported last year. Revenue for the quarter came in at $66.5 million, versus $14.1 million reported last year.</p><p><blockquote><a href=\"https://laohu8.com/S/SKIN\">美容健康公司。</a>高5.3%；报告第二季度每股收益为（1.52美元），而去年报告为（0.30美元）。该季度收入为6650万美元，而去年为1410万美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MCFE\">McAfee Corp.</a> 3.8% HIGHER; reported Q2 EPS of $0.21, $0.03 better than the analyst estimate of $0.18. Revenue for the quarter came in at $467 million versus the consensus estimate of $433.99 million. McAfee Corp. sees Q3 2021 revenue of $461-467 million, versus the consensus of $442.8 million. McAfee Corp. sees FY2021 revenue of $1.84-1.85 billion, versus the consensus of $1.79 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/MCFE\">迈克菲公司。</a>高3.8%；报告第二季度每股收益为0.21美元，比分析师预期的0.18美元高出0.03美元。该季度营收为4.67亿美元，而市场普遍预期为4.3399亿美元。McAfee Corp.预计2021年第三季度收入为4.61-4.67亿美元，而市场普遍预期为4.428亿美元。McAfee Corp.预计2021财年营收为18.4-18.5亿美元，而市场普遍预期为17.9亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/OLO\">Olo Inc.</a> 3.7% LOWER; reported Q2 EPS of $0.03, $0.02 better than the analyst estimate of $0.01. Revenue for the quarter came in at $35.9 million versus the consensus estimate of $34.03 million. Olo Inc. sees Q3 2021 revenue of $36-36.5 million, versus the consensus of $34.65 million. Olo Inc. sees FY2021 revenue of $144.7-145.7 million, versus the consensus of $140.78 million.</p><p><blockquote><a href=\"https://laohu8.com/S/OLO\">奥洛公司。</a>下降3.7%；报告第二季度每股收益为0.03美元，比分析师预期的0.01美元好0.02美元。该季度营收为3590万美元，而市场普遍预期为3403万美元。Olo Inc.预计2021年第三季度收入为36-3650万美元，而市场普遍预期为3465万美元。Olo Inc.预计2021财年收入为1.447亿至1.457亿美元，而市场普遍预期为1.4078亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/LU\">Lufax</a> 1.9% HIGHER;&nbsp;Morgan Stanley&nbsp;upgraded from Equalweight to Overweight with a price target of $13.00 (from $14.80).</p><p><blockquote><a href=\"https://laohu8.com/S/LU\">陆金所</a>高1.9%；大摩将评级从等权重上调至跑赢大盘，目标价为13.00美元（原14.80美元）。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> 0.7% HIGHER; reported Q2 EPS of $6.42, $4.18 better than the analyst estimate of $2.24. Revenue for the quarter came in at $2.23 billion versus the consensus estimate of $1.77 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>高0.7%；报告第二季度每股收益为6.42美元，比分析师预期的2.24美元高出4.18美元。该季度营收为22.3亿美元，而市场普遍预期为17.7亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","MCFE":"McAfee Corp.",".IXIC":"NASDAQ Composite","MRVI":"Maravai LifeSciences Holdings, Inc.","FUBO":"fuboTV Inc.","LPRO":"Open Lending Corporation","GTES":"Gates Industrial Corp PLC",".SPX":"S&P 500 Index","OLO":"PowerShares DB Crude Oil Long ET","ONTF":"ON24, Inc.","WW":"WW International, Inc.","SKIN":"The Beauty Health Corp.","COIN":"Coinbase Global, Inc.","TDUP":"ThredUp Inc.","LU":"陆金所","NDX":"纳斯达克100指数","UPST":"Upstart Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195651017","content_text":"U.S. stock index futures were flat during overnight trading on Tuesday, after the Dow and S&P 500 closed at record highs following the Senate passing the$1 trillion infrastructure bill.\nFutures contracts tied to the DJIA were slightly higher. S&P 500 futures and Nasdaq 100 futures were flat.\nAt 7:30 p.m. ET, Dow e-minis were down 14 points, or 0.04%, S&P 500 e-minis were down 2.50 points, or 0.06%, and Nasdaq 100 e-minis were down 8.25 points, or 0.05%.\nStocks making the biggest moves after hours:\nWeight Watchers International Inc 23.2% LOWER; reported Q2 EPS of $0.12, which may not compare to the analyst estimate of $0.65. Revenue for the quarter came in at $311 million versus the consensus estimate of $337.1 million.\nUpstart Holdings, Inc. 17.9% HIGHER; reported Q2 EPS of $0.62, $0.37 better than the analyst estimate of $0.25. Revenue for the quarter came in at $194 million versus the consensus estimate of $157.76 million. Upstart Holdings sees Q3 2021 revenue of $205-215 million, versus the consensus of $161.6 million.\nON24, Inc. 14.9% LOWER; reported Q2 EPS of $0.04, $0.04 better than the analyst estimate of $0.00. Revenue for the quarter came in at $52.1 million versus the consensus estimate of $51.03 million. ON24, Inc. sees Q3 2021 EPS of ($0.09)-($0.07), versus the consensus of ($0.05). ON24, Inc. sees Q3 2021 revenue of $47.5-48.5 million, versus the consensus of $51.2 million. ON24, Inc. sees FY2021 EPS of ($0.13)-($0.06), versus the consensus of ($0.04). ON24, Inc. sees FY2021 revenue of $201.2-204.2 million, versus the consensus of $209.2 million.\nOpen Lending Corporation 18.2% HIGHER; reported Q2 EPS of $0.60, $0.43 better than the analyst estimate of $0.17. Revenue for the quarter came in at $61.1 million versus the consensus estimate of $48.98 million. Open Lending Corp. sees FY2021 revenue of $184-234 million, versus the consensus of $216 million.\nfuboTV Inc. 12.1% HIGHER; reported Q2 EPS of ($0.38), $0.12 better than the analyst estimate of ($0.50). Revenue for the quarter came in at $130.9 million versus the consensus estimate of $118.88 million. fuboTV Inc. sees Q3 2021 revenue of $140-144 million, versus the consensus of $126.9 million. fuboTV Inc. sees FY2021 revenue of $560-570 million, versus the consensus of $531.7 million.\nMaravai LifeSciences Holdings, Inc. 7.4% HIGHER; reported Q2 EPS of $0.44, $0.13 better than the analyst estimate of $0.31. Revenue for the quarter came in at $217.8 million versus the consensus estimate of $192.29 million. Maravai LifeSciences sees FY2021 revenue of $745-770 million, versus the consensus of $709.65 million.\nThredUp Inc. 7.3% HIGHER; Another record-setting quarter with 27% year-over-year revenue growth\nGates Industrial Corp PLC 6.2% LOWER; announced today that certain selling stockholders affiliated with The Blackstone Group Inc. have commenced a secondary offering of 25,000,000 of Gates' ordinary shares. In connection with the offering, the selling stockholders intend to grant to the underwriters a 30-day option to purchase up to 3,750,000 additional ordinary shares.\nThe Beauty Health Corp. 5.3% HIGHER; reported Q2 EPS of ($1.52), versus ($0.30) reported last year. Revenue for the quarter came in at $66.5 million, versus $14.1 million reported last year.\nMcAfee Corp. 3.8% HIGHER; reported Q2 EPS of $0.21, $0.03 better than the analyst estimate of $0.18. Revenue for the quarter came in at $467 million versus the consensus estimate of $433.99 million. McAfee Corp. sees Q3 2021 revenue of $461-467 million, versus the consensus of $442.8 million. McAfee Corp. sees FY2021 revenue of $1.84-1.85 billion, versus the consensus of $1.79 billion.\nOlo Inc. 3.7% LOWER; reported Q2 EPS of $0.03, $0.02 better than the analyst estimate of $0.01. Revenue for the quarter came in at $35.9 million versus the consensus estimate of $34.03 million. Olo Inc. sees Q3 2021 revenue of $36-36.5 million, versus the consensus of $34.65 million. Olo Inc. sees FY2021 revenue of $144.7-145.7 million, versus the consensus of $140.78 million.\nLufax 1.9% HIGHER; Morgan Stanley upgraded from Equalweight to Overweight with a price target of $13.00 (from $14.80).\nCoinbase Global, Inc. 0.7% HIGHER; reported Q2 EPS of $6.42, $4.18 better than the analyst estimate of $2.24. 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like,thx&gt;","text":"Ride on the tide <Plz like,thx>","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/808544477","repostId":"2155184148","repostType":4,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809030324,"gmtCreate":1627338418868,"gmtModify":1631883896028,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"The second one is an eye catcher today eh 🤔&lt;pls like and comment thx&gt;","listText":"The second one is an eye catcher today eh 🤔&lt;pls like and comment thx&gt;","text":"The second one is an eye catcher today eh 🤔<pls like and comment thx>","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/809030324","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147452620,"gmtCreate":1626387583960,"gmtModify":1633927345672,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"This can be a temporarily worrisome but persistency wins the game","listText":"This can be a temporarily worrisome but persistency wins the game","text":"This can be a temporarily worrisome but persistency wins the game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/147452620","repostId":"1165176874","repostType":2,"repost":{"id":"1165176874","kind":"news","pubTimestamp":1626387247,"share":"https://www.laohu8.com/m/news/1165176874?lang=zh_CN&edition=full","pubTime":"2021-07-16 06:14","market":"us","language":"en","title":"Expect a 10% or worse correction in U.S. stocks by mid-August, says this forecaster with a proven track record<blockquote>这位拥有良好业绩记录的预测者表示，预计到8月中旬美国股市将出现10%或更糟的调整</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165176874","media":"MarketWatch","summary":"Market breadth hasn’t been this poor since October 2018 and the start of a 20%-plus decline.Get ready for the most severe correction since the bull market began in March 2020.To be sure, predictions are a dime a dozen on Wall Street. But this one comes from Hayes Martin, president of investment advisory firmMarket Extremes. I was introduced to Martin’s work several years ago and since then I’ve found his predictions of market turning points to be impressive. . I devoted two columns to Martin’s f","content":"<p>  Market breadth hasn’t been this poor since October 2018 and the start of a 20%-plus decline.  Get ready for the most severe correction since the bull market began in March 2020.</p><p><blockquote>自2018年10月开始下跌20%以上以来，市场广度从未如此糟糕。准备好迎接自2020年3月牛市开始以来最严重的调整吧。</blockquote></p><p> To be sure, predictions are a dime a dozen on Wall Street. But this one comes from Hayes Martin, president of investment advisory firmMarket Extremes. I was introduced to Martin’s work several years ago and since then I’ve found his predictions of market turning points to be impressive. (For the record: Martin does not have an investment newsletter; my newsletter-tracking firm does not audit his investment performance.)</p><p><blockquote>可以肯定的是，华尔街的预测多如牛毛。但这句话来自投资咨询公司Market Extremes的总裁海耶斯·马丁(Hayes Martin)。几年前，我被介绍给马丁的工作，从那以后，我发现他对市场转折点的预测令人印象深刻。（郑重声明：马丁没有投资通讯；我的通讯跟踪公司不会审计他的投资业绩。）</blockquote></p><p> I devoted two columns to Martin’s forecasts over the past year, and both proved prescient. In May 2020, I concluded that “the stock market… is stronger than even the most bullish investors believe.” In January of this year, I wrote that the market was still “firing on all cylinders.”</p><p><blockquote>在过去的一年里，我专门写了两篇专栏文章来讨论马丁的预测，两篇文章都被证明是有先见之明的。2020年5月，我得出的结论是“股市……比最看涨的投资者想象的还要强劲。”今年1月，我写道，市场仍在“火力全开”。</blockquote></p><p> In an interview on July 14, Martin said the U.S. stock market today is most definitely not firing on all cylinders. In fact, he said, the market’s internal health is now worse than at any time since October 2018. That was the beginning of a 20% decline in the S&amp;P 500SPX,-0.33%and a 26% decline in the small-cap Russell 2000 IndexRUT,-0.55%.(Martin anticipated that decline as well; seemy Oct. 4, 2018, column.)</p><p><blockquote>马丁在7月14日接受采访时表示，今天的美国股市绝对没有全力以赴。他表示，事实上，市场的内部健康状况现在比2018年10月以来的任何时候都要糟糕。这是标准普尔500SPX下跌20%（-0.33%）和小盘股罗素2000指数RUT下跌26%（-0.55%）的开始。（马丁也预料到了这种下跌；见2018年10月4日，专栏。）</blockquote></p><p> Martin hastened to add that the market’s internal health is not as bad today as it was in 2018. This time around, he is forecasting a decline of 10% or more for the leading U.S. stock indexes. As for timing, he says that the decline could begin at any time, but he anticipates that it will begin no later than mid-August.</p><p><blockquote>马丁赶紧补充道，如今市场的内部健康状况并不像2018年那么糟糕。这一次，他预测美国主要股指将下跌10%或更多。至于时机，他表示下跌可能随时开始，但他预计最迟不会在八月中旬开始。</blockquote></p><p> <b>The source of the market’s ill-health</b></p><p><blockquote><b>市场不健康的根源</b></blockquote></p><p> Martin bases his sobering forecast on the increasing divergences within the U.S. market, as indicated by fewer and fewer stocks participating in the headline-grabbing strength of the leading indices. One indicator of these divergences is the growing number of stocks hitting new lows, for example. On Wednesday of this week, for example, even as the Nasdaq 100NDX,-0.71%and the S&amp;P 100OEX,-0.37%indexes were hitting new highs, many sectors were registering a plurality of new lows.</p><p><blockquote>马丁的发人深省的预测是基于美国市场内部日益扩大的分歧，正如越来越少的股票参与领先指数的头条新闻所表明的那样。例如，这些分歧的一个指标是越来越多的股票创下新低。例如，本周三，尽管纳斯达克100NDX,-0.71%和标准普尔100OEX,-0.37%指数创下新高，但许多板块却创下多个新低。</blockquote></p><p> This was particularly evident in the small- and mid-cap sectors, as represented by the Russell 2000 index. On July 13 there were more new lows than new highs within that index for the second consecutive day. In Martin’s data for the Russell 2000’s new highs and new lows, which extends back to June 2000, what happened this week has happened only three other times — in September 2014, July 2015 and October 2018. In all three cases, three months later both the S&amp;P 500 and Russell 2000 were at least 10% lower.</p><p><blockquote>这在以罗素2000指数为代表的中小型股板块中尤为明显。7月13日，该指数连续第二天新低多于新高。在马丁关于罗素2000指数新高和新低的数据中，可以追溯到2000年6月，本周发生的事情只发生过三次——2014年9月、2015年7月和2018年10月。在这三种情况下，三个月后，标普500和罗素2000指数都下跌了至少10%。</blockquote></p><p> Martin reports that the only area of the market not showing dangerous divergences right now is the large-cap dominated S&amp;P 500. Except for that sector, he says that the “stock market’s current internals are some of the worst I’ve seen in decades.”</p><p><blockquote>Martin报告称，目前市场上唯一没有显示出危险分歧的领域是大盘股主导的标普500。他表示，除了该行业之外，“股市目前的内部情况是我几十年来见过的最糟糕的。”</blockquote></p><p> Martin added that these severe divergences are occurring as equities are severely overvalued — with some stocks in bubble territory. This means that, when the market does decline, it’s likely to fall more than it would otherwise.</p><p><blockquote>马丁补充说，这些严重分歧的发生是因为股市被严重高估——一些股票处于泡沫区域。这意味着，当市场确实下跌时，它的跌幅可能会比其他情况下更大。</blockquote></p><p> Adding fuel to the fire, he continued, is the too-bullish investor sentiment that prevails right now. As contrarians remind us, such sentiment extremes mean that the path of least resistance for the market is down.</p><p><blockquote>他继续说，火上浇油的是目前普遍存在的过于乐观的投资者情绪。正如逆向投资者提醒我们的那样，这种极端情绪意味着市场阻力最小的路径是下跌。</blockquote></p><p> To be sure, Martin concluded, stocks have been overvalued for some time now, and bullish sentiment has been at or close to extremes. The missing piece was market divergences. That piece is now in place.</p><p><blockquote>马丁总结道，可以肯定的是，股票被高估已经有一段时间了，看涨情绪已经达到或接近极端。缺失的部分是市场分歧。那块现在就位了。</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>Expect a 10% or worse correction in U.S. stocks by mid-August, says this forecaster with a proven track record<blockquote>这位拥有良好业绩记录的预测者表示，预计到8月中旬美国股市将出现10%或更糟的调整</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\">\nExpect a 10% or worse correction in U.S. stocks by mid-August, says this forecaster with a proven track record<blockquote>这位拥有良好业绩记录的预测者表示，预计到8月中旬美国股市将出现10%或更糟的调整</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-16 06:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Market breadth hasn’t been this poor since October 2018 and the start of a 20%-plus decline.  Get ready for the most severe correction since the bull market began in March 2020.</p><p><blockquote>自2018年10月开始下跌20%以上以来，市场广度从未如此糟糕。准备好迎接自2020年3月牛市开始以来最严重的调整吧。</blockquote></p><p> To be sure, predictions are a dime a dozen on Wall Street. But this one comes from Hayes Martin, president of investment advisory firmMarket Extremes. I was introduced to Martin’s work several years ago and since then I’ve found his predictions of market turning points to be impressive. (For the record: Martin does not have an investment newsletter; my newsletter-tracking firm does not audit his investment performance.)</p><p><blockquote>可以肯定的是，华尔街的预测多如牛毛。但这句话来自投资咨询公司Market Extremes的总裁海耶斯·马丁(Hayes Martin)。几年前，我被介绍给马丁的工作，从那以后，我发现他对市场转折点的预测令人印象深刻。（郑重声明：马丁没有投资通讯；我的通讯跟踪公司不会审计他的投资业绩。）</blockquote></p><p> I devoted two columns to Martin’s forecasts over the past year, and both proved prescient. In May 2020, I concluded that “the stock market… is stronger than even the most bullish investors believe.” In January of this year, I wrote that the market was still “firing on all cylinders.”</p><p><blockquote>在过去的一年里，我专门写了两篇专栏文章来讨论马丁的预测，两篇文章都被证明是有先见之明的。2020年5月，我得出的结论是“股市……比最看涨的投资者想象的还要强劲。”今年1月，我写道，市场仍在“火力全开”。</blockquote></p><p> In an interview on July 14, Martin said the U.S. stock market today is most definitely not firing on all cylinders. In fact, he said, the market’s internal health is now worse than at any time since October 2018. That was the beginning of a 20% decline in the S&amp;P 500SPX,-0.33%and a 26% decline in the small-cap Russell 2000 IndexRUT,-0.55%.(Martin anticipated that decline as well; seemy Oct. 4, 2018, column.)</p><p><blockquote>马丁在7月14日接受采访时表示，今天的美国股市绝对没有全力以赴。他表示，事实上，市场的内部健康状况现在比2018年10月以来的任何时候都要糟糕。这是标准普尔500SPX下跌20%（-0.33%）和小盘股罗素2000指数RUT下跌26%（-0.55%）的开始。（马丁也预料到了这种下跌；见2018年10月4日，专栏。）</blockquote></p><p> Martin hastened to add that the market’s internal health is not as bad today as it was in 2018. This time around, he is forecasting a decline of 10% or more for the leading U.S. stock indexes. As for timing, he says that the decline could begin at any time, but he anticipates that it will begin no later than mid-August.</p><p><blockquote>马丁赶紧补充道，如今市场的内部健康状况并不像2018年那么糟糕。这一次，他预测美国主要股指将下跌10%或更多。至于时机，他表示下跌可能随时开始，但他预计最迟不会在八月中旬开始。</blockquote></p><p> <b>The source of the market’s ill-health</b></p><p><blockquote><b>市场不健康的根源</b></blockquote></p><p> Martin bases his sobering forecast on the increasing divergences within the U.S. market, as indicated by fewer and fewer stocks participating in the headline-grabbing strength of the leading indices. One indicator of these divergences is the growing number of stocks hitting new lows, for example. On Wednesday of this week, for example, even as the Nasdaq 100NDX,-0.71%and the S&amp;P 100OEX,-0.37%indexes were hitting new highs, many sectors were registering a plurality of new lows.</p><p><blockquote>马丁的发人深省的预测是基于美国市场内部日益扩大的分歧，正如越来越少的股票参与领先指数的头条新闻所表明的那样。例如，这些分歧的一个指标是越来越多的股票创下新低。例如，本周三，尽管纳斯达克100NDX,-0.71%和标准普尔100OEX,-0.37%指数创下新高，但许多板块却创下多个新低。</blockquote></p><p> This was particularly evident in the small- and mid-cap sectors, as represented by the Russell 2000 index. On July 13 there were more new lows than new highs within that index for the second consecutive day. In Martin’s data for the Russell 2000’s new highs and new lows, which extends back to June 2000, what happened this week has happened only three other times — in September 2014, July 2015 and October 2018. In all three cases, three months later both the S&amp;P 500 and Russell 2000 were at least 10% lower.</p><p><blockquote>这在以罗素2000指数为代表的中小型股板块中尤为明显。7月13日，该指数连续第二天新低多于新高。在马丁关于罗素2000指数新高和新低的数据中，可以追溯到2000年6月，本周发生的事情只发生过三次——2014年9月、2015年7月和2018年10月。在这三种情况下，三个月后，标普500和罗素2000指数都下跌了至少10%。</blockquote></p><p> Martin reports that the only area of the market not showing dangerous divergences right now is the large-cap dominated S&amp;P 500. Except for that sector, he says that the “stock market’s current internals are some of the worst I’ve seen in decades.”</p><p><blockquote>Martin报告称，目前市场上唯一没有显示出危险分歧的领域是大盘股主导的标普500。他表示，除了该行业之外，“股市目前的内部情况是我几十年来见过的最糟糕的。”</blockquote></p><p> Martin added that these severe divergences are occurring as equities are severely overvalued — with some stocks in bubble territory. This means that, when the market does decline, it’s likely to fall more than it would otherwise.</p><p><blockquote>马丁补充说，这些严重分歧的发生是因为股市被严重高估——一些股票处于泡沫区域。这意味着，当市场确实下跌时，它的跌幅可能会比其他情况下更大。</blockquote></p><p> Adding fuel to the fire, he continued, is the too-bullish investor sentiment that prevails right now. As contrarians remind us, such sentiment extremes mean that the path of least resistance for the market is down.</p><p><blockquote>他继续说，火上浇油的是目前普遍存在的过于乐观的投资者情绪。正如逆向投资者提醒我们的那样，这种极端情绪意味着市场阻力最小的路径是下跌。</blockquote></p><p> To be sure, Martin concluded, stocks have been overvalued for some time now, and bullish sentiment has been at or close to extremes. The missing piece was market divergences. That piece is now in place.</p><p><blockquote>马丁总结道，可以肯定的是，股票被高估已经有一段时间了，看涨情绪已经达到或接近极端。缺失的部分是市场分歧。那块现在就位了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/expect-a-10-correction-in-u-s-stocks-by-mid-august-says-this-forecaster-with-a-proven-track-record-11626380633?siteid=yhoof2\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/expect-a-10-correction-in-u-s-stocks-by-mid-august-says-this-forecaster-with-a-proven-track-record-11626380633?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165176874","content_text":"Market breadth hasn’t been this poor since October 2018 and the start of a 20%-plus decline.\n\nGet ready for the most severe correction since the bull market began in March 2020.\nTo be sure, predictions are a dime a dozen on Wall Street. But this one comes from Hayes Martin, president of investment advisory firmMarket Extremes. I was introduced to Martin’s work several years ago and since then I’ve found his predictions of market turning points to be impressive. (For the record: Martin does not have an investment newsletter; my newsletter-tracking firm does not audit his investment performance.)\nI devoted two columns to Martin’s forecasts over the past year, and both proved prescient. In May 2020, I concluded that “the stock market… is stronger than even the most bullish investors believe.” In January of this year, I wrote that the market was still “firing on all cylinders.”\nIn an interview on July 14, Martin said the U.S. stock market today is most definitely not firing on all cylinders. In fact, he said, the market’s internal health is now worse than at any time since October 2018. That was the beginning of a 20% decline in the S&P 500SPX,-0.33%and a 26% decline in the small-cap Russell 2000 IndexRUT,-0.55%.(Martin anticipated that decline as well; seemy Oct. 4, 2018, column.)\nMartin hastened to add that the market’s internal health is not as bad today as it was in 2018. This time around, he is forecasting a decline of 10% or more for the leading U.S. stock indexes. As for timing, he says that the decline could begin at any time, but he anticipates that it will begin no later than mid-August.\nThe source of the market’s ill-health\nMartin bases his sobering forecast on the increasing divergences within the U.S. market, as indicated by fewer and fewer stocks participating in the headline-grabbing strength of the leading indices. One indicator of these divergences is the growing number of stocks hitting new lows, for example. On Wednesday of this week, for example, even as the Nasdaq 100NDX,-0.71%and the S&P 100OEX,-0.37%indexes were hitting new highs, many sectors were registering a plurality of new lows.\nThis was particularly evident in the small- and mid-cap sectors, as represented by the Russell 2000 index. On July 13 there were more new lows than new highs within that index for the second consecutive day. In Martin’s data for the Russell 2000’s new highs and new lows, which extends back to June 2000, what happened this week has happened only three other times — in September 2014, July 2015 and October 2018. In all three cases, three months later both the S&P 500 and Russell 2000 were at least 10% lower.\nMartin reports that the only area of the market not showing dangerous divergences right now is the large-cap dominated S&P 500. Except for that sector, he says that the “stock market’s current internals are some of the worst I’ve seen in decades.”\nMartin added that these severe divergences are occurring as equities are severely overvalued — with some stocks in bubble territory. This means that, when the market does decline, it’s likely to fall more than it would otherwise.\nAdding fuel to the fire, he continued, is the too-bullish investor sentiment that prevails right now. As contrarians remind us, such sentiment extremes mean that the path of least resistance for the market is down.\nTo be sure, Martin concluded, stocks have been overvalued for some time now, and bullish sentiment has been at or close to extremes. The missing piece was market divergences. That piece is now in place.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812571394,"gmtCreate":1630597410618,"gmtModify":1631890608695,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Good news then&lt;pls like&gt;","listText":"Good news then&lt;pls like&gt;","text":"Good news then<pls like>","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/812571394","repostId":"1166895425","repostType":4,"isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839178699,"gmtCreate":1629130261611,"gmtModify":1631890608714,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"No matter what and how, whatever.. just hope for world peace…","listText":"No matter what and how, whatever.. just hope for world peace…","text":"No matter what and how, whatever.. just hope for world peace…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/839178699","repostId":"2159246902","repostType":4,"repost":{"id":"2159246902","kind":"highlight","pubTimestamp":1629082874,"share":"https://www.laohu8.com/m/news/2159246902?lang=zh_CN&edition=full","pubTime":"2021-08-16 11:01","market":"us","language":"en","title":"What the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159246902","media":"MarketWatch","summary":"After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions ","content":"<p>After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions about stability in the Middle East and stoking some potential unrest in U.S. financial markets, amid a weekend that was rife with political developments.</p><p><blockquote>在经历了20年的阴影后，塔利班在阿富汗重新掌权，引发了人们对中东稳定的质疑，并在一个充满政治事态发展的周末引发了美国金融市场的一些潜在动荡。</blockquote></p><p> However, the impact to the stock market, with the Dow Jones Industrial Average , the S&amp;P 500 index and the Nasdaq Composite Index trading at or near record highs , is unclear.</p><p><blockquote>然而，对股市的影响尚不清楚，道琼斯工业平均指数、标普500指数和纳斯达克综合指数的交易价格处于或接近历史高点。</blockquote></p><p> \"It's a terrible situation for those U.S. folks who are still there,\" J.J. Kinahan, chief market strategist at TD Ameritrade, told MarketWatch in emailed comments on Sunday.</p><p><blockquote>“对于那些仍在那里的美国人来说，这是一个可怕的情况，”J.J.德美利证券首席市场策略师基纳汉周日在电子邮件评论中告诉MarketWatch。</blockquote></p><p> \"As far as the markets go, we'll have to wait and see on the longer-term implications,\" he said.</p><p><blockquote>“就市场而言，我们必须观望长期影响，”他说。</blockquote></p><p> Futures, however, were tilting lower, with those for the S&amp;P 500 , the Dow and the Nasdaq-100 all showing modest declines, but hardly indicating that the market's bull run amid COVID-19 was in jeopardy.</p><p><blockquote>然而，期货价格走低，标普500、道琼斯指数和纳斯达克100指数均小幅下跌，但几乎不表明市场在COVID-19期间的牛市处于危险之中。</blockquote></p><p> The benchmark 10-year Treasury note yield was at 1.27% late Sunday in New York, attracting some haven bids, with prices of government debt rising and yields moving in the opposite direction.</p><p><blockquote>周日晚间，纽约基准10年期国债收益率报1.27%，吸引了一些避险买盘，政府债务价格上涨，收益率走势相反。</blockquote></p><p> Taliban fighters took over Kabul , fearing retaliation in the new regime.</p><p><blockquote>塔利班战士接管了喀布尔，担心新政权的报复。</blockquote></p><p> President Joe Biden has rushed 5,000 troops to Kabul .</p><p><blockquote>乔·拜登总统已向喀布尔派遣5000名士兵。</blockquote></p><p> The U.S. presence in Afghanistan, spanning the tenures of Presidents George W. Bush, Barack Obama, Donald Trump and Biden, started following the Sept. 11, 2001, attacks on the World Trade Center and the Pentagon, and is now considered the U.S.'s longest military conflict, surpassing World War I, World War II and the Korean War combined .</p><p><blockquote>美国在阿富汗的存在跨越了乔治·W·布什、巴拉克·奥巴马、唐纳德·特朗普和拜登总统的任期，始于2001年9月11日世贸中心和五角大楼遇袭后，现在被认为是美国最长的军事冲突，超过了第一次世界大战、第二次世界大战和朝鲜战争的总和。</blockquote></p><p> Biden's decision to remove troops from Afghanistan came after Trump's concessions to withdraw U.S. forces , had made the case that it would destabilize the tenuous Afghanistan leadership, leaving it vulnerable to insurgent groups.</p><p><blockquote>拜登决定从阿富汗撤军之前，特朗普做出了撤出美军的让步，这表明这将破坏脆弱的阿富汗领导层的稳定，使其容易受到叛乱组织的攻击。</blockquote></p><p> For the most part, stock-market investors have been mostly sanguine amid the long-running conflict that has cost an estimated $2.261 trillion, according to research from Brown University's Watson Institute of International Public Affairs , which also estimates that 241,000 people have died as a direct result of the war.</p><p><blockquote>根据布朗大学沃森国际公共事务研究所的研究，在很大程度上，股市投资者在这场估计造成2.261万亿美元损失的长期冲突中大多持乐观态度，该研究所还估计有241,000人死亡。战争的直接结果。</blockquote></p><p> The Dow is up by nearly 270%, the S&amp;P 500 has gained more than 300% and the Nasdaq Composite has climbed more than 700% since the fall of 2001.</p><p><blockquote>自2001年秋季以来，道琼斯指数上涨了近270%，标普500上涨了300%以上，纳斯达克综合指数上涨了700%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/502f052f480a29bd870006528642c220\" tg-width=\"1064\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that the benchmark 10-year was yielding between 4% and 5% around that time.</p><p><blockquote>值得注意的是，当时基准10年期国债收益率在4%至5%之间。</blockquote></p><p> Historically, military conflict doesn't always have an impact on stocks, and war's influence, if any, on investors' psyches isn't always clear-cut. The context and economic and market environments are often a bigger driver.</p><p><blockquote>从历史上看，军事冲突并不总是对股市产生影响，战争对投资者心理的影响（如果有的话）也并不总是明确的。背景、经济和市场环境往往是更大的驱动因素。</blockquote></p><p> The U.S. was already in the throes of a recession when the attacks of 9/11 hit and the market initially dipped sharply after the attacks.</p><p><blockquote>当9/11袭击发生时，美国已经处于经济衰退的阵痛之中，袭击发生后市场最初大幅下跌。</blockquote></p><p> Markets currently are attempting to claw back from the hit caused by COVID-19 and the spread of the delta variant, with questions about the policy plans by the Federal Reserve, and other central banks, at the front of investors' minds.</p><p><blockquote>市场目前正试图从COVID-19和德尔塔变异毒株蔓延造成的打击中恢复过来，投资者首先想到的是对美联储和其他央行政策计划的质疑。</blockquote></p><p> Still, military aggressions may result in some investors turning to bets on defense contractors, which could see a boost if the animosities flare up.</p><p><blockquote>尽管如此，军事侵略可能会导致一些投资者转向押注国防承包商，如果敌意爆发，国防承包商可能会得到提振。</blockquote></p><p> Northrop Grumman Corp.'s stock <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a> is up nearly 880% and Lockeed Martin Corp.'s shares <a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a> are up 834% since 2001, while Boeing Co. <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> is up 439%, and General Dynamics Corp. <a href=\"https://laohu8.com/S/GD\">$(GD)$</a> is up over 422%, all of which outperformed the broader market during that period.</p><p><blockquote>诺斯罗普·格鲁曼公司的股票<a href=\"https://laohu8.com/S/NOC\">$（夜间）$</a>上涨近880%，锁定马丁公司股价<a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>自2001年以来增长了834%，而波音公司。<a href=\"https://laohu8.com/S/BA\">$(BA)$</a>上涨439%，通用动力公司(General Dynamics Corp.)<a href=\"https://laohu8.com/S/GD\">$(GD)$</a>上涨超过422%，均跑赢同期大盘。</blockquote></p><p> So far this year, Lockheed's stock is underperforming the broader market, up 0.9%, as is Boeing's, which has gained 9.5% in the year to date.</p><p><blockquote>今年迄今为止，洛克希德公司的股价表现逊于大盘，上涨了0.9%，波音公司的股价也是如此，今年迄今为止上涨了9.5%。</blockquote></p><p> One popular way to play defense contractors broadly is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> U.S. Aerospace &amp; Defense <a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a> exchange-traded fund, which was created in 2006 and is up 13.7% in 2021 thus far. The SPDR S&amp;P Aerospace &amp; Defense ETF <a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>, which kicked off in 2011, is up 7% year to date.</p><p><blockquote>广泛参与国防承包商的一种流行方式是<a href=\"https://laohu8.com/S/EEME\">iShares</a>美国航空航天与国防<a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a>交易所交易基金成立于2006年，2021年迄今已上涨13.7%。SPDR S&amp;P航空航天与国防ETF<a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>该计划于2011年启动，今年迄今已上涨7%。</blockquote></p><p> Overall, strategists had already been warning about the possibility of a correction as concerns about peak earnings and economic growth grow and many analysts see the Afghan escalation as simply adding to a wall of worry.</p><p><blockquote>总体而言，策略师已经警告称，随着对盈利和经济增长峰值的担忧加剧，可能会出现调整，许多分析师认为阿富汗局势升级只是加剧了担忧。</blockquote></p><p> TDAmeritrade's Kinahan said that we \"should see a lift in volatility, and perhaps some fixed-income purchasing, as this puts an element of uncertainty into the market.\"</p><p><blockquote>TDAmeritrade的Kinahan表示，我们“应该会看到波动性上升，或许还会看到一些固定收益购买，因为这给市场带来了不确定性。”</blockquote></p><p> But don't be surprised if the market's reaction to the possibility of military tensions is counterintuitive, as Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, has written in the past about the market's sometimes odd reaction to war , summing it up thusly.</p><p><blockquote>但如果市场对军事紧张局势可能性的反应违反直觉，请不要感到惊讶，正如Ritholtz Wealth Management LLC的投资组合经理本·卡尔森(Ben Carlson)过去曾写过有关市场对战争有时会做出奇怪反应的文章，并这样总结。</blockquote></p><p></p><p> \"Markets don't always respond to geopolitical events the way you think.\"</p><p><blockquote>“市场并不总是像你想象的那样对地缘政治事件做出反应。”</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>What the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</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 the collapse of the Afghan government might mean for the U.S. stock market<blockquote>阿富汗政府垮台对美国股市可能意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-16 11:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions about stability in the Middle East and stoking some potential unrest in U.S. financial markets, amid a weekend that was rife with political developments.</p><p><blockquote>在经历了20年的阴影后，塔利班在阿富汗重新掌权，引发了人们对中东稳定的质疑，并在一个充满政治事态发展的周末引发了美国金融市场的一些潜在动荡。</blockquote></p><p> However, the impact to the stock market, with the Dow Jones Industrial Average , the S&amp;P 500 index and the Nasdaq Composite Index trading at or near record highs , is unclear.</p><p><blockquote>然而，对股市的影响尚不清楚，道琼斯工业平均指数、标普500指数和纳斯达克综合指数的交易价格处于或接近历史高点。</blockquote></p><p> \"It's a terrible situation for those U.S. folks who are still there,\" J.J. Kinahan, chief market strategist at TD Ameritrade, told MarketWatch in emailed comments on Sunday.</p><p><blockquote>“对于那些仍在那里的美国人来说，这是一个可怕的情况，”J.J.德美利证券首席市场策略师基纳汉周日在电子邮件评论中告诉MarketWatch。</blockquote></p><p> \"As far as the markets go, we'll have to wait and see on the longer-term implications,\" he said.</p><p><blockquote>“就市场而言，我们必须观望长期影响，”他说。</blockquote></p><p> Futures, however, were tilting lower, with those for the S&amp;P 500 , the Dow and the Nasdaq-100 all showing modest declines, but hardly indicating that the market's bull run amid COVID-19 was in jeopardy.</p><p><blockquote>然而，期货价格走低，标普500、道琼斯指数和纳斯达克100指数均小幅下跌，但几乎不表明市场在COVID-19期间的牛市处于危险之中。</blockquote></p><p> The benchmark 10-year Treasury note yield was at 1.27% late Sunday in New York, attracting some haven bids, with prices of government debt rising and yields moving in the opposite direction.</p><p><blockquote>周日晚间，纽约基准10年期国债收益率报1.27%，吸引了一些避险买盘，政府债务价格上涨，收益率走势相反。</blockquote></p><p> Taliban fighters took over Kabul , fearing retaliation in the new regime.</p><p><blockquote>塔利班战士接管了喀布尔，担心新政权的报复。</blockquote></p><p> President Joe Biden has rushed 5,000 troops to Kabul .</p><p><blockquote>乔·拜登总统已向喀布尔派遣5000名士兵。</blockquote></p><p> The U.S. presence in Afghanistan, spanning the tenures of Presidents George W. Bush, Barack Obama, Donald Trump and Biden, started following the Sept. 11, 2001, attacks on the World Trade Center and the Pentagon, and is now considered the U.S.'s longest military conflict, surpassing World War I, World War II and the Korean War combined .</p><p><blockquote>美国在阿富汗的存在跨越了乔治·W·布什、巴拉克·奥巴马、唐纳德·特朗普和拜登总统的任期，始于2001年9月11日世贸中心和五角大楼遇袭后，现在被认为是美国最长的军事冲突，超过了第一次世界大战、第二次世界大战和朝鲜战争的总和。</blockquote></p><p> Biden's decision to remove troops from Afghanistan came after Trump's concessions to withdraw U.S. forces , had made the case that it would destabilize the tenuous Afghanistan leadership, leaving it vulnerable to insurgent groups.</p><p><blockquote>拜登决定从阿富汗撤军之前，特朗普做出了撤出美军的让步，这表明这将破坏脆弱的阿富汗领导层的稳定，使其容易受到叛乱组织的攻击。</blockquote></p><p> For the most part, stock-market investors have been mostly sanguine amid the long-running conflict that has cost an estimated $2.261 trillion, according to research from Brown University's Watson Institute of International Public Affairs , which also estimates that 241,000 people have died as a direct result of the war.</p><p><blockquote>根据布朗大学沃森国际公共事务研究所的研究，在很大程度上，股市投资者在这场估计造成2.261万亿美元损失的长期冲突中大多持乐观态度，该研究所还估计有241,000人死亡。战争的直接结果。</blockquote></p><p> The Dow is up by nearly 270%, the S&amp;P 500 has gained more than 300% and the Nasdaq Composite has climbed more than 700% since the fall of 2001.</p><p><blockquote>自2001年秋季以来，道琼斯指数上涨了近270%，标普500上涨了300%以上，纳斯达克综合指数上涨了700%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/502f052f480a29bd870006528642c220\" tg-width=\"1064\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> It's worth noting that the benchmark 10-year was yielding between 4% and 5% around that time.</p><p><blockquote>值得注意的是，当时基准10年期国债收益率在4%至5%之间。</blockquote></p><p> Historically, military conflict doesn't always have an impact on stocks, and war's influence, if any, on investors' psyches isn't always clear-cut. The context and economic and market environments are often a bigger driver.</p><p><blockquote>从历史上看，军事冲突并不总是对股市产生影响，战争对投资者心理的影响（如果有的话）也并不总是明确的。背景、经济和市场环境往往是更大的驱动因素。</blockquote></p><p> The U.S. was already in the throes of a recession when the attacks of 9/11 hit and the market initially dipped sharply after the attacks.</p><p><blockquote>当9/11袭击发生时，美国已经处于经济衰退的阵痛之中，袭击发生后市场最初大幅下跌。</blockquote></p><p> Markets currently are attempting to claw back from the hit caused by COVID-19 and the spread of the delta variant, with questions about the policy plans by the Federal Reserve, and other central banks, at the front of investors' minds.</p><p><blockquote>市场目前正试图从COVID-19和德尔塔变异毒株蔓延造成的打击中恢复过来，投资者首先想到的是对美联储和其他央行政策计划的质疑。</blockquote></p><p> Still, military aggressions may result in some investors turning to bets on defense contractors, which could see a boost if the animosities flare up.</p><p><blockquote>尽管如此，军事侵略可能会导致一些投资者转向押注国防承包商，如果敌意爆发，国防承包商可能会得到提振。</blockquote></p><p> Northrop Grumman Corp.'s stock <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a> is up nearly 880% and Lockeed Martin Corp.'s shares <a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a> are up 834% since 2001, while Boeing Co. <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> is up 439%, and General Dynamics Corp. <a href=\"https://laohu8.com/S/GD\">$(GD)$</a> is up over 422%, all of which outperformed the broader market during that period.</p><p><blockquote>诺斯罗普·格鲁曼公司的股票<a href=\"https://laohu8.com/S/NOC\">$（夜间）$</a>上涨近880%，锁定马丁公司股价<a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>自2001年以来增长了834%，而波音公司。<a href=\"https://laohu8.com/S/BA\">$(BA)$</a>上涨439%，通用动力公司(General Dynamics Corp.)<a href=\"https://laohu8.com/S/GD\">$(GD)$</a>上涨超过422%，均跑赢同期大盘。</blockquote></p><p> So far this year, Lockheed's stock is underperforming the broader market, up 0.9%, as is Boeing's, which has gained 9.5% in the year to date.</p><p><blockquote>今年迄今为止，洛克希德公司的股价表现逊于大盘，上涨了0.9%，波音公司的股价也是如此，今年迄今为止上涨了9.5%。</blockquote></p><p> One popular way to play defense contractors broadly is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> U.S. Aerospace &amp; Defense <a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a> exchange-traded fund, which was created in 2006 and is up 13.7% in 2021 thus far. The SPDR S&amp;P Aerospace &amp; Defense ETF <a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>, which kicked off in 2011, is up 7% year to date.</p><p><blockquote>广泛参与国防承包商的一种流行方式是<a href=\"https://laohu8.com/S/EEME\">iShares</a>美国航空航天与国防<a href=\"https://laohu8.com/S/ITA\">$(ITA)$</a>交易所交易基金成立于2006年，2021年迄今已上涨13.7%。SPDR S&amp;P航空航天与国防ETF<a href=\"https://laohu8.com/S/XAR.UK\">$(XAR.UK)$</a>该计划于2011年启动，今年迄今已上涨7%。</blockquote></p><p> Overall, strategists had already been warning about the possibility of a correction as concerns about peak earnings and economic growth grow and many analysts see the Afghan escalation as simply adding to a wall of worry.</p><p><blockquote>总体而言，策略师已经警告称，随着对盈利和经济增长峰值的担忧加剧，可能会出现调整，许多分析师认为阿富汗局势升级只是加剧了担忧。</blockquote></p><p> TDAmeritrade's Kinahan said that we \"should see a lift in volatility, and perhaps some fixed-income purchasing, as this puts an element of uncertainty into the market.\"</p><p><blockquote>TDAmeritrade的Kinahan表示，我们“应该会看到波动性上升，或许还会看到一些固定收益购买，因为这给市场带来了不确定性。”</blockquote></p><p> But don't be surprised if the market's reaction to the possibility of military tensions is counterintuitive, as Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, has written in the past about the market's sometimes odd reaction to war , summing it up thusly.</p><p><blockquote>但如果市场对军事紧张局势可能性的反应违反直觉，请不要感到惊讶，正如Ritholtz Wealth Management LLC的投资组合经理本·卡尔森(Ben Carlson)过去曾写过有关市场对战争有时会做出奇怪反应的文章，并这样总结。</blockquote></p><p></p><p> \"Markets don't always respond to geopolitical events the way you think.\"</p><p><blockquote>“市场并不总是像你想象的那样对地缘政治事件做出反应。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/what-the-collapse-of-the-afghan-government-might-mean-for-the-u-s-stock-market-11629081544?mod=newsviewer_click\">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":{"SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/what-the-collapse-of-the-afghan-government-might-mean-for-the-u-s-stock-market-11629081544?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159246902","content_text":"After 20 years in the shadows, the Taliban have returned to power in Afghanistan, raising questions about stability in the Middle East and stoking some potential unrest in U.S. financial markets, amid a weekend that was rife with political developments.\nHowever, the impact to the stock market, with the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index trading at or near record highs , is unclear.\n\"It's a terrible situation for those U.S. folks who are still there,\" J.J. Kinahan, chief market strategist at TD Ameritrade, told MarketWatch in emailed comments on Sunday.\n\"As far as the markets go, we'll have to wait and see on the longer-term implications,\" he said.\nFutures, however, were tilting lower, with those for the S&P 500 , the Dow and the Nasdaq-100 all showing modest declines, but hardly indicating that the market's bull run amid COVID-19 was in jeopardy.\nThe benchmark 10-year Treasury note yield was at 1.27% late Sunday in New York, attracting some haven bids, with prices of government debt rising and yields moving in the opposite direction.\nTaliban fighters took over Kabul , fearing retaliation in the new regime.\nPresident Joe Biden has rushed 5,000 troops to Kabul .\nThe U.S. presence in Afghanistan, spanning the tenures of Presidents George W. Bush, Barack Obama, Donald Trump and Biden, started following the Sept. 11, 2001, attacks on the World Trade Center and the Pentagon, and is now considered the U.S.'s longest military conflict, surpassing World War I, World War II and the Korean War combined .\nBiden's decision to remove troops from Afghanistan came after Trump's concessions to withdraw U.S. forces , had made the case that it would destabilize the tenuous Afghanistan leadership, leaving it vulnerable to insurgent groups.\nFor the most part, stock-market investors have been mostly sanguine amid the long-running conflict that has cost an estimated $2.261 trillion, according to research from Brown University's Watson Institute of International Public Affairs , which also estimates that 241,000 people have died as a direct result of the war.\nThe Dow is up by nearly 270%, the S&P 500 has gained more than 300% and the Nasdaq Composite has climbed more than 700% since the fall of 2001.\n\nIt's worth noting that the benchmark 10-year was yielding between 4% and 5% around that time.\nHistorically, military conflict doesn't always have an impact on stocks, and war's influence, if any, on investors' psyches isn't always clear-cut. The context and economic and market environments are often a bigger driver.\nThe U.S. was already in the throes of a recession when the attacks of 9/11 hit and the market initially dipped sharply after the attacks.\nMarkets currently are attempting to claw back from the hit caused by COVID-19 and the spread of the delta variant, with questions about the policy plans by the Federal Reserve, and other central banks, at the front of investors' minds.\nStill, military aggressions may result in some investors turning to bets on defense contractors, which could see a boost if the animosities flare up.\nNorthrop Grumman Corp.'s stock $(NOC)$ is up nearly 880% and Lockeed Martin Corp.'s shares $(LMT)$ are up 834% since 2001, while Boeing Co. $(BA)$ is up 439%, and General Dynamics Corp. $(GD)$ is up over 422%, all of which outperformed the broader market during that period.\nSo far this year, Lockheed's stock is underperforming the broader market, up 0.9%, as is Boeing's, which has gained 9.5% in the year to date.\nOne popular way to play defense contractors broadly is the iShares U.S. Aerospace & Defense $(ITA)$ exchange-traded fund, which was created in 2006 and is up 13.7% in 2021 thus far. The SPDR S&P Aerospace & Defense ETF $(XAR.UK)$, which kicked off in 2011, is up 7% year to date.\nOverall, strategists had already been warning about the possibility of a correction as concerns about peak earnings and economic growth grow and many analysts see the Afghan escalation as simply adding to a wall of worry.\nTDAmeritrade's Kinahan said that we \"should see a lift in volatility, and perhaps some fixed-income purchasing, as this puts an element of uncertainty into the market.\"\nBut don't be surprised if the market's reaction to the possibility of military tensions is counterintuitive, as Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, has written in the past about the market's sometimes odd reaction to war , summing it up thusly.\n\"Markets don't always respond to geopolitical events the way you think.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPXU":0.9,"SSO":0.9,"UPRO":0.9,".SPX":0.9,"SH":0.9,".DJI":0.9,"OEX":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899001499,"gmtCreate":1628138967111,"gmtModify":1631893707046,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Opportunity??","listText":"Opportunity??","text":"Opportunity??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/899001499","repostId":"1177429885","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803355518,"gmtCreate":1627424783234,"gmtModify":1633765253338,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Mid to long term collections.. &lt;pls like &amp; comment&gt;","listText":"Mid to long term collections.. &lt;pls like &amp; comment&gt;","text":"Mid to long term collections.. <pls like & comment>","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/803355518","repostId":"1148712151","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174386682,"gmtCreate":1627078928546,"gmtModify":1633768281199,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Doesn’t seems to be ordinary though 🤔","listText":"Doesn’t seems to be ordinary though 🤔","text":"Doesn’t seems to be ordinary though 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/174386682","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://www.laohu8.com/m/news/1124707956?lang=zh_CN&edition=full","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录太有信心。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗洛德(John Flood)周一敦促客户“不要逢低买入”时，他们就这样做了。周一，随着标准普尔指数跌至4,220点，高盛的大宗经纪服务观察到对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后继续抛售涨势并<b>周二，GS Prime book出现自6月17日以来最大的单日净卖出</b>（与过去一年的平均每日净流量相比-2.2 SDs）以及自2019年11月以来最大的单一名称净卖出，由多空销售推动（1.6比1），因为所有地区均净卖出北美和亚洲DM以美元计算，并由多空销售推动（2.5比1）。这种防御性定位在周一后的大部分时间里一直持续。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime对触底后行动的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>个股出现了自19年11月以来最大的单日美元净卖出（-4.0 SDs），远远超过了宏观产品（指数和ETF合计）的净买入。</li><li>11个行业中有8个行业被净卖出，以医疗保健、工业、消费光盘和公用事业为首，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买呆在家里（GSXUSTAY</b>)与连续第二天销售出去(GSXUPAND)。</li></ul><ol><li>在多头买盘的推动下，GSXUSTAY的成分股再次集体净买入，并出现了自6月28日以来最大的单日美元净买入。</li><li>GSXUPAND成员连续第二天集体净卖出，原因是避险资金流动，多头买入超过空头回补。也就是说，与我们周一看到的情况相比，该集团的净抛售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件（GSCBSF8X）</b>-篮子成分股连续第二天被净买入，并出现年初至今最大的单日美元净买入，这完全是由多头买入推动的。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG中的风险规避</b>)-TMT大型股总体上出现小幅净卖出，完全由多头销售推动，尽管净流量因个别名称而有所不同。该集团在过去10个交易日中有9个交易日（7/19除外）出现净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金业绩意味着什么？高盛指出，尽管出现了拉锯，基本面LS经理连续第三天经历了正的阿尔法和MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨日（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面LS+0.8%(alpha+0.2%)vs MSCI TR+1.0%。</li><li>系统LS–0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面LS-0.7%(alpha+0.9%)vs MSCI TR-0.3%</li><li>系统LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面LS+2.6%(alpha-5.7%)vs MSCI TR+12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆已下降MTD；虽然基本LS总收入现在仅为一年的第19百分位，但净收入仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-23 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录太有信心。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗洛德(John Flood)周一敦促客户“不要逢低买入”时，他们就这样做了。周一，随着标准普尔指数跌至4,220点，高盛的大宗经纪服务观察到对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后继续抛售涨势并<b>周二，GS Prime book出现自6月17日以来最大的单日净卖出</b>（与过去一年的平均每日净流量相比-2.2 SDs）以及自2019年11月以来最大的单一名称净卖出，由多空销售推动（1.6比1），因为所有地区均净卖出北美和亚洲DM以美元计算，并由多空销售推动（2.5比1）。这种防御性定位在周一后的大部分时间里一直持续。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime对触底后行动的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>个股出现了自19年11月以来最大的单日美元净卖出（-4.0 SDs），远远超过了宏观产品（指数和ETF合计）的净买入。</li><li>11个行业中有8个行业被净卖出，以医疗保健、工业、消费光盘和公用事业为首，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买呆在家里（GSXUSTAY</b>)与连续第二天销售出去(GSXUPAND)。</li></ul><ol><li>在多头买盘的推动下，GSXUSTAY的成分股再次集体净买入，并出现了自6月28日以来最大的单日美元净买入。</li><li>GSXUPAND成员连续第二天集体净卖出，原因是避险资金流动，多头买入超过空头回补。也就是说，与我们周一看到的情况相比，该集团的净抛售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件（GSCBSF8X）</b>-篮子成分股连续第二天被净买入，并出现年初至今最大的单日美元净买入，这完全是由多头买入推动的。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG中的风险规避</b>)-TMT大型股总体上出现小幅净卖出，完全由多头销售推动，尽管净流量因个别名称而有所不同。该集团在过去10个交易日中有9个交易日（7/19除外）出现净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金业绩意味着什么？高盛指出，尽管出现了拉锯，基本面LS经理连续第三天经历了正的阿尔法和MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨日（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面LS+0.8%(alpha+0.2%)vs MSCI TR+1.0%。</li><li>系统LS–0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面LS-0.7%(alpha+0.9%)vs MSCI TR-0.3%</li><li>系统LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面LS+2.6%(alpha-5.7%)vs MSCI TR+12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆已下降MTD；虽然基本LS总收入现在仅为一年的第19百分位，但净收入仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></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/hedge-funds-dump-rally-after-buying-dip?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","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?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":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823520075,"gmtCreate":1633650134468,"gmtModify":1633650157814,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/823520075","repostId":"1139177986","repostType":4,"repost":{"id":"1139177986","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":1633646165,"share":"https://www.laohu8.com/m/news/1139177986?lang=zh_CN&edition=full","pubTime":"2021-10-08 06:36","market":"us","language":"en","title":"Tesla moves headquarters from California to Texas<blockquote>特斯拉将总部从加州迁至德克萨斯</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139177986","media":"Tiger Newspress","summary":"Tesla is moving its headquarters from Palo Alto, California, to Austin, Texas, CEO Elon Musk announc","content":"<p>Tesla&nbsp;is moving its headquarters from Palo Alto, California, to Austin, Texas, CEO Elon Musk announced at the company's shareholder meeting on Thursday.</p><p><blockquote>特斯拉首席执行官Elon Musk周四在公司股东大会上宣布，将把总部从加州Palo Alto迁至德克萨斯Austin。</blockquote></p><p> The meeting took place at Tesla's vehicle assembly plant&nbsp;under construction&nbsp;outside of Austin on a property that borders the Colorado River, near the city's airport.</p><p><blockquote>会议在奥斯汀郊外正在建设的特斯拉汽车装配厂举行，该工厂毗邻科罗拉多河，靠近该市机场。</blockquote></p><p> However, the company plans to increase production in its California plant regardless of the headquarters move.</p><p><blockquote>然而，无论总部搬迁如何，该公司都计划提高加州工厂的产量。</blockquote></p><p> \"To be clear we will be continuing to expand our activities in California,\" Musk said. \"Our intention is to increase output from Fremont and Giga Nevada by 50%. If you go to our Fremont factory it's jammed.\"</p><p><blockquote>“需要明确的是，我们将继续扩大在加州的活动，”马斯克说。“我们的目的是将弗里蒙特和Giga Nevada的产量增加50%。如果你去我们的弗里蒙特工厂，那里就会堵塞。”</blockquote></p><p> But, he added, \"It's tough for people to afford houses, and people have to come in from far away....There's a limit to how big you can scale in the Bay Area.\"</p><p><blockquote>但是，他补充说，“人们很难买得起房子，人们不得不从很远的地方进来....在湾区，你的规模是有限的。”</blockquote></p><p> Regarding the plant underway in Austin, he noted that it would take some time to reach full production even after it's completed.</p><p><blockquote>关于奥斯汀正在建设的工厂，他指出，即使建成后，也需要一段时间才能达到全面生产。</blockquote></p><p> Musk’s growing dissatisfaction with California has been apparent for some time. In April 2020, on a&nbsp;Tesla earnings call, Musk lashed out at California government officials calling their temporary Covid-related health orders “fascist” in an expletive-laced rant.</p><p><blockquote>一段时间以来，马斯克对加州日益增长的不满已经很明显。2020年4月，在特斯拉财报看涨期权上，马斯克猛烈抨击加州政府官员，称他们与新冠病毒相关的临时健康命令是“法西斯”。</blockquote></p><p> Later, Musk&nbsp;personally relocated&nbsp;to the Austin area from Los Angeles, where he had lived for two decades.</p><p><blockquote>后来，马斯克亲自从居住了二十年的洛杉矶搬到了奥斯汀地区。</blockquote></p><p> Doing so enabled Musk, who is also CEO of aerospace company SpaceX, to reduce his personal tax burden and be closer to a SpaceX launch site in Boca Chica, Texas.</p><p><blockquote>这样做使兼任航空航天公司SpaceX首席执行官的马斯克减轻了个人税务负担，并离SpaceX位于德克萨斯州博卡奇卡的发射场更近。</blockquote></p><p> California levies some of the highest personal income taxes in the country on its wealthy residents, but Texas has no personal income tax.</p><p><blockquote>加州对其富裕居民征收全国最高的个人所得税，但德克萨斯州没有个人所得税。</blockquote></p><p> Tesla is not the first company to its headquarters out of California to Texas. Oracle and Hewlett Packard are among the tech giants who decided to make that move last year, for example.</p><p><blockquote>特斯拉并不是第一家将总部从加州搬到德克萨斯的公司。例如，甲骨文和惠普是去年决定采取这一举措的科技巨头之一。</blockquote></p><p> Texas has been actively recruiting companies via its Texas Economic Development Act offering tax breaks to put new facilities in the state. Austin, with a top tech university and cultural events like South by Southwest, is a draw for tech employers.</p><p><blockquote>德克萨斯州一直在通过其《德克萨斯州经济发展法案》积极招募公司，该法案提供税收减免，以便在该州建设新设施。奥斯汀拥有一所顶尖的科技大学和西南偏南等文化活动，对科技雇主很有吸引力。</blockquote></p><p> Tesla has generally garnered a huge amount of support from the state of California since it was founded there in 2003. It has enjoyed grant funding, tax breaks, incentives and favorable policies from the likes of the California Air Resources Board, California Energy Commission and&nbsp;California Alternative Energy and Advanced Transportation Financing Authority, among others.</p><p><blockquote>自2003年在加州成立以来，特斯拉总体上获得了加州的大力支持。它享受了加州空气资源委员会、加州能源委员会和加州替代能源和先进交通融资管理局等机构的拨款、税收减免、激励措施和优惠政策。</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>Tesla moves headquarters from California to Texas<blockquote>特斯拉将总部从加州迁至德克萨斯</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\">\nTesla moves headquarters from California to Texas<blockquote>特斯拉将总部从加州迁至德克萨斯</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\">2021-10-08 06:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;is moving its headquarters from Palo Alto, California, to Austin, Texas, CEO Elon Musk announced at the company's shareholder meeting on Thursday.</p><p><blockquote>特斯拉首席执行官Elon Musk周四在公司股东大会上宣布，将把总部从加州Palo Alto迁至德克萨斯Austin。</blockquote></p><p> The meeting took place at Tesla's vehicle assembly plant&nbsp;under construction&nbsp;outside of Austin on a property that borders the Colorado River, near the city's airport.</p><p><blockquote>会议在奥斯汀郊外正在建设的特斯拉汽车装配厂举行，该工厂毗邻科罗拉多河，靠近该市机场。</blockquote></p><p> However, the company plans to increase production in its California plant regardless of the headquarters move.</p><p><blockquote>然而，无论总部搬迁如何，该公司都计划提高加州工厂的产量。</blockquote></p><p> \"To be clear we will be continuing to expand our activities in California,\" Musk said. \"Our intention is to increase output from Fremont and Giga Nevada by 50%. If you go to our Fremont factory it's jammed.\"</p><p><blockquote>“需要明确的是，我们将继续扩大在加州的活动，”马斯克说。“我们的目的是将弗里蒙特和Giga Nevada的产量增加50%。如果你去我们的弗里蒙特工厂，那里就会堵塞。”</blockquote></p><p> But, he added, \"It's tough for people to afford houses, and people have to come in from far away....There's a limit to how big you can scale in the Bay Area.\"</p><p><blockquote>但是，他补充说，“人们很难买得起房子，人们不得不从很远的地方进来....在湾区，你的规模是有限的。”</blockquote></p><p> Regarding the plant underway in Austin, he noted that it would take some time to reach full production even after it's completed.</p><p><blockquote>关于奥斯汀正在建设的工厂，他指出，即使建成后，也需要一段时间才能达到全面生产。</blockquote></p><p> Musk’s growing dissatisfaction with California has been apparent for some time. In April 2020, on a&nbsp;Tesla earnings call, Musk lashed out at California government officials calling their temporary Covid-related health orders “fascist” in an expletive-laced rant.</p><p><blockquote>一段时间以来，马斯克对加州日益增长的不满已经很明显。2020年4月，在特斯拉财报看涨期权上，马斯克猛烈抨击加州政府官员，称他们与新冠病毒相关的临时健康命令是“法西斯”。</blockquote></p><p> Later, Musk&nbsp;personally relocated&nbsp;to the Austin area from Los Angeles, where he had lived for two decades.</p><p><blockquote>后来，马斯克亲自从居住了二十年的洛杉矶搬到了奥斯汀地区。</blockquote></p><p> Doing so enabled Musk, who is also CEO of aerospace company SpaceX, to reduce his personal tax burden and be closer to a SpaceX launch site in Boca Chica, Texas.</p><p><blockquote>这样做使兼任航空航天公司SpaceX首席执行官的马斯克减轻了个人税务负担，并离SpaceX位于德克萨斯州博卡奇卡的发射场更近。</blockquote></p><p> California levies some of the highest personal income taxes in the country on its wealthy residents, but Texas has no personal income tax.</p><p><blockquote>加州对其富裕居民征收全国最高的个人所得税，但德克萨斯州没有个人所得税。</blockquote></p><p> Tesla is not the first company to its headquarters out of California to Texas. Oracle and Hewlett Packard are among the tech giants who decided to make that move last year, for example.</p><p><blockquote>特斯拉并不是第一家将总部从加州搬到德克萨斯的公司。例如，甲骨文和惠普是去年决定采取这一举措的科技巨头之一。</blockquote></p><p> Texas has been actively recruiting companies via its Texas Economic Development Act offering tax breaks to put new facilities in the state. Austin, with a top tech university and cultural events like South by Southwest, is a draw for tech employers.</p><p><blockquote>德克萨斯州一直在通过其《德克萨斯州经济发展法案》积极招募公司，该法案提供税收减免，以便在该州建设新设施。奥斯汀拥有一所顶尖的科技大学和西南偏南等文化活动，对科技雇主很有吸引力。</blockquote></p><p> Tesla has generally garnered a huge amount of support from the state of California since it was founded there in 2003. It has enjoyed grant funding, tax breaks, incentives and favorable policies from the likes of the California Air Resources Board, California Energy Commission and&nbsp;California Alternative Energy and Advanced Transportation Financing Authority, among others.</p><p><blockquote>自2003年在加州成立以来，特斯拉总体上获得了加州的大力支持。它享受了加州空气资源委员会、加州能源委员会和加州替代能源和先进交通融资管理局等机构的拨款、税收减免、激励措施和优惠政策。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139177986","content_text":"Tesla is moving its headquarters from Palo Alto, California, to Austin, Texas, CEO Elon Musk announced at the company's shareholder meeting on Thursday.\nThe meeting took place at Tesla's vehicle assembly plant under construction outside of Austin on a property that borders the Colorado River, near the city's airport.\nHowever, the company plans to increase production in its California plant regardless of the headquarters move.\n\"To be clear we will be continuing to expand our activities in California,\" Musk said. \"Our intention is to increase output from Fremont and Giga Nevada by 50%. If you go to our Fremont factory it's jammed.\"\nBut, he added, \"It's tough for people to afford houses, and people have to come in from far away....There's a limit to how big you can scale in the Bay Area.\"\nRegarding the plant underway in Austin, he noted that it would take some time to reach full production even after it's completed.\nMusk’s growing dissatisfaction with California has been apparent for some time. In April 2020, on a Tesla earnings call, Musk lashed out at California government officials calling their temporary Covid-related health orders “fascist” in an expletive-laced rant.\nLater, Musk personally relocated to the Austin area from Los Angeles, where he had lived for two decades.\nDoing so enabled Musk, who is also CEO of aerospace company SpaceX, to reduce his personal tax burden and be closer to a SpaceX launch site in Boca Chica, Texas.\nCalifornia levies some of the highest personal income taxes in the country on its wealthy residents, but Texas has no personal income tax.\nTesla is not the first company to its headquarters out of California to Texas. Oracle and Hewlett Packard are among the tech giants who decided to make that move last year, for example.\nTexas has been actively recruiting companies via its Texas Economic Development Act offering tax breaks to put new facilities in the state. Austin, with a top tech university and cultural events like South by Southwest, is a draw for tech employers.\nTesla has generally garnered a huge amount of support from the state of California since it was founded there in 2003. It has enjoyed grant funding, tax breaks, incentives and favorable policies from the likes of the California Air Resources Board, California Energy Commission and California Alternative Energy and Advanced Transportation Financing Authority, among others.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831943974,"gmtCreate":1629282993698,"gmtModify":1631890608712,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Monitoring but yet to action..","listText":"Monitoring but yet to action..","text":"Monitoring but yet to action..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/831943974","repostId":"1157369196","repostType":4,"isVote":1,"tweetType":1,"viewCount":2808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144269577,"gmtCreate":1626301230299,"gmtModify":1633928207725,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Anticipating.. pls like and comment, thx","listText":"Anticipating.. pls like and comment, thx","text":"Anticipating.. pls like and comment, thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/144269577","repostId":"2151548011","repostType":2,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177606982,"gmtCreate":1627203731446,"gmtModify":1633767180008,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Good to have vision…&lt;pls like&gt;","listText":"Good to have vision…&lt;pls like&gt;","text":"Good to have vision…<pls like>","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177606982","repostId":"1115106146","repostType":4,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804117926,"gmtCreate":1627945410165,"gmtModify":1631883895437,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"This is great.. in one day…&nbsp;","listText":"This is great.. in one day…&nbsp;","text":"This is great.. in one day…","images":[{"img":"https://static.tigerbbs.com/b128ed1c1a713742d815608997610e93","width":"1125","height":"3406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/804117926","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176468670,"gmtCreate":1626912577590,"gmtModify":1633769875533,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Sway towards the sentiment of trade","listText":"Sway towards the sentiment of trade","text":"Sway towards the sentiment of trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176468670","repostId":"1144363960","repostType":4,"repost":{"id":"1144363960","kind":"news","pubTimestamp":1626877711,"share":"https://www.laohu8.com/m/news/1144363960?lang=zh_CN&edition=full","pubTime":"2021-07-21 22:28","market":"us","language":"en","title":"Behind The Market's Furious Reversal: Record High Skew<blockquote>市场疯狂逆转的背后：创纪录的高位偏差</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144363960","media":"zerohedge","summary":"At the end of June, when the S&P was making new all time highs day after day, and when the VIX was t","content":"<p>At the end of June, when the S&amp;P was making new all time highs day after day, and when the VIX was touching fresh 2021 lows, we cautioned that the skew index just hit a new all time high - meaning that put options have been unusually expensive relative to at-the-money options, helping support the put-heavy VIX index. As we further added, high skew, which compares put option prices with at-the-money option prices, has reached new all-time high,&nbsp;<b>and reflected investor perception that high volatility would return should markets sell off.</b></p><p><blockquote>6月底，当标准普尔指数日复一日地创下历史新高，当VIX触及2021年新低时，我们警告称，skew指数刚刚创下历史新高——这意味着看跌期权已经异常昂贵相对于平值期权，有助于支撑以看跌期权为主的VIX指数。正如我们进一步补充的那样，将看跌期权价格与平值期权价格进行比较的high skew已达到历史新高，<b>并反映了投资者的看法，即如果市场抛售，高波动性将会回归。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/b30d4664cf3c973cc1a86d743bcae379\" tg-width=\"746\" tg-height=\"464\" width=\"100%\" height=\"auto\">Commenting on this unusual move, we said that it shows that while on one hand traders seem complacent, they have never been more nervous that even a modest wobble in the market could start a crash. By extension,<b>\"</b><b><u>they have also never been more protected against a full-blown market crash</u></b><b>.\"</b></p><p><blockquote>在评论这一不寻常的举动时，我们说，这表明，虽然一方面交易者似乎自满，但他们从未如此紧张，即使市场的适度波动也可能引发崩盘。推而广之，<b>\"</b><b><u>他们也从未像现在这样免受全面市场崩盘的影响</u></b><b>.\"</b></blockquote></p><p> So fast forward to the violent, if brief, air pocket (and hardly a full-blown crash) the market experienced late last week and on Monday, which saw stocks tumble the most in months... only to soar right after. In retrospect, traders have the record high skew to thank for that because while risk reversed sharply on Tuesday and continuing today, traders were fully hedged and ready to pounce.</p><p><blockquote>快进到上周晚些时候和周一市场经历的剧烈（尽管短暂）的气穴（而不是全面崩盘），股市出现了几个月来的最大跌幅...只是在那之后飞翔。回想起来，交易者对此要感谢创纪录的高偏差，因为尽管风险在周二急剧逆转并持续到今天，但交易者已经完全对冲并准备好突袭。</blockquote></p><p> So following up on his observations from a month ago, when he first noted the record high skew, Goldman's derivatives strategist Rocky Fishman wrote that this week’s volatility pushed equity implied and realized volatility higher, with the VIX briefly hitting 25 during the day on Monday (19-Jul)...</p><p><blockquote>因此，继一个月前他首次注意到创纪录的高位偏差时的观察之后，高盛的衍生品策略师洛奇·菲什曼（Rocky Fishman）写道，本周的波动性推高了股票隐含波动性和已实现波动性，VIX在周一（7月19日）白天短暂触及25...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/44c28ca21fe15a17f5b7fa1e3236e5ad\" tg-width=\"651\" tg-height=\"375\" width=\"100%\" height=\"auto\">... even if in absolute terms vol is not high: three-week SPX realized vol (12.1%) is still below year-to-date realized vol (13.4%),and Tuesday’s rally brought the VIX back under 20. More importantly,<b>in response to record downside skew correctly implying that a sell-off would bring much higher volatility, skew has now moved even higher - at least for the S&amp;P 500.</b></p><p><blockquote>...即使从绝对值来看，成交量并不高：三周SPX实现成交量（12.1%）仍低于年初至今实现成交量（13.4%），周二的反弹使VIX回到20以下。更重要的是，<b>为了应对创纪录的下行偏斜，正确地暗示抛售将带来更高的波动性，偏斜现在已经走得更高——至少对标普500来说是这样。</b></blockquote></p><p> Some more observations from Fishman: \"although Tuesday’s large SPX move and drop in implied vol has reduced vol risk premium, the VIX remains high relative to recent realized vol.\"</p><p><blockquote>Fishman的更多观察：“尽管周二SPX的大幅波动和隐含波动率的下降降低了波动率风险溢价，但VIX相对于最近实现的波动率仍然很高。”</blockquote></p><p> Furthermore, the SPX has not had one-month realized vol as high as the current VIX level (19.7) since November - indicating that options continue to be persistently expensive,<b>which also means that traders are hedging to outsized moves both higher and lower and any selloffs are likely to be fleeting as hedges are cashed in</b>.</p><p><blockquote>此外，自11月以来，SPX的一个月实现波动率从未达到当前VIX水平（19.7）的水平，这表明期权仍然持续昂贵，<b>这也意味着交易者正在对冲大幅上涨和下跌，随着对冲兑现，任何抛售都可能转瞬即逝</b>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/002e0c79da541efcfb85fe1e04e29088\" tg-width=\"644\" tg-height=\"397\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> That said, given the recent precedent for quick sell-offs to be followed quickly by low volatility, Goldman expects volatility to subside in the near term with more likelihood of a sustained increase in Q4, and a big reason for this is the persistently high index skew.</p><p><blockquote>尽管如此，考虑到最近快速抛售之后迅速出现低波动性的先例，高盛预计波动性将在短期内消退，第四季度持续上升的可能性更大，而造成这种情况的一个重要原因是指数持续高位倾斜。</blockquote></p><p>   SPX index skew continues to be at near-record levels, which we see as driven by a lack of downside sellers  <b>as much as demand for hedging.</b>The strong reaction of the VIX to Monday’s sell-off, with the VIX up over six points at one point intraday,  <b>proved that high skew was justified - at least on a very local level....</b>on a more persistent sell-off, it would be difficult to sustain the level of implied volatility that skew would indicate.  Meanwhile, from a cross-asset standpoint, Fishman adds that if interest rates staying this low has the potential to be a catalyst for further equity upside (unless they plunge<i><b>too</b></i>fast), leaving the potential for near-term asymmetry in SPX potential returns that is the opposite of what option markets are implying.</p><p><blockquote>SPX指数偏差继续处于接近创纪录水平，我们认为这是由缺乏下行卖家推动的<b>以及对冲的需求。</b>VIX对周一抛售的强烈反应，VIX盘中一度上涨超过6点，<b>证明了高偏斜是合理的——至少在非常局部的层面上....</b>如果出现更持续的抛售，则很难维持skew所指示的隐含波动率水平。与此同时，从跨资产的角度来看，菲什曼补充说，如果利率保持在如此低的水平，有可能成为股市进一步上涨的催化剂（除非利率暴跌<i><b>也</b></i>快速），使得SPX潜在回报存在近期不对称的可能性，这与期权市场的含义相反。</blockquote></p><p> So how does one trade the persistently sticky record high skew? Goldman continues to like levered risk reversals as a way to take advantage of this dynamic: Sell a 17-Sep 3800-strike put (12.1% OTM) to fund 2x 4550-strike (5.2% OTM) calls for zero net premium. The trade would be subject to dollar-for-dollar losses shouldthe SPX close below the downside strike at expiration.</p><p><blockquote>那么，如何交易持续粘性的创纪录高位偏差呢？高盛仍然喜欢杠杆风险逆转，以此作为利用这种动态的一种方式：出售9月17日3800执行权（12.1%OTM）的看跌期权，以零净溢价为2倍4550执行权（5.2%OTM）的评级提供资金。如果SPX指数在到期时收盘价低于下行价格，该交易将遭受美元对美元的损失。</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>Behind The Market's Furious Reversal: Record High Skew<blockquote>市场疯狂逆转的背后：创纪录的高位偏差</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\">\nBehind The Market's Furious Reversal: Record High Skew<blockquote>市场疯狂逆转的背后：创纪录的高位偏差</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-21 22:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At the end of June, when the S&amp;P was making new all time highs day after day, and when the VIX was touching fresh 2021 lows, we cautioned that the skew index just hit a new all time high - meaning that put options have been unusually expensive relative to at-the-money options, helping support the put-heavy VIX index. As we further added, high skew, which compares put option prices with at-the-money option prices, has reached new all-time high,&nbsp;<b>and reflected investor perception that high volatility would return should markets sell off.</b></p><p><blockquote>6月底，当标准普尔指数日复一日地创下历史新高，当VIX触及2021年新低时，我们警告称，skew指数刚刚创下历史新高——这意味着看跌期权已经异常昂贵相对于平值期权，有助于支撑以看跌期权为主的VIX指数。正如我们进一步补充的那样，将看跌期权价格与平值期权价格进行比较的high skew已达到历史新高，<b>并反映了投资者的看法，即如果市场抛售，高波动性将会回归。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/b30d4664cf3c973cc1a86d743bcae379\" tg-width=\"746\" tg-height=\"464\" width=\"100%\" height=\"auto\">Commenting on this unusual move, we said that it shows that while on one hand traders seem complacent, they have never been more nervous that even a modest wobble in the market could start a crash. By extension,<b>\"</b><b><u>they have also never been more protected against a full-blown market crash</u></b><b>.\"</b></p><p><blockquote>在评论这一不寻常的举动时，我们说，这表明，虽然一方面交易者似乎自满，但他们从未如此紧张，即使市场的适度波动也可能引发崩盘。推而广之，<b>\"</b><b><u>他们也从未像现在这样免受全面市场崩盘的影响</u></b><b>.\"</b></blockquote></p><p> So fast forward to the violent, if brief, air pocket (and hardly a full-blown crash) the market experienced late last week and on Monday, which saw stocks tumble the most in months... only to soar right after. In retrospect, traders have the record high skew to thank for that because while risk reversed sharply on Tuesday and continuing today, traders were fully hedged and ready to pounce.</p><p><blockquote>快进到上周晚些时候和周一市场经历的剧烈（尽管短暂）的气穴（而不是全面崩盘），股市出现了几个月来的最大跌幅...只是在那之后飞翔。回想起来，交易者对此要感谢创纪录的高偏差，因为尽管风险在周二急剧逆转并持续到今天，但交易者已经完全对冲并准备好突袭。</blockquote></p><p> So following up on his observations from a month ago, when he first noted the record high skew, Goldman's derivatives strategist Rocky Fishman wrote that this week’s volatility pushed equity implied and realized volatility higher, with the VIX briefly hitting 25 during the day on Monday (19-Jul)...</p><p><blockquote>因此，继一个月前他首次注意到创纪录的高位偏差时的观察之后，高盛的衍生品策略师洛奇·菲什曼（Rocky Fishman）写道，本周的波动性推高了股票隐含波动性和已实现波动性，VIX在周一（7月19日）白天短暂触及25...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/44c28ca21fe15a17f5b7fa1e3236e5ad\" tg-width=\"651\" tg-height=\"375\" width=\"100%\" height=\"auto\">... even if in absolute terms vol is not high: three-week SPX realized vol (12.1%) is still below year-to-date realized vol (13.4%),and Tuesday’s rally brought the VIX back under 20. More importantly,<b>in response to record downside skew correctly implying that a sell-off would bring much higher volatility, skew has now moved even higher - at least for the S&amp;P 500.</b></p><p><blockquote>...即使从绝对值来看，成交量并不高：三周SPX实现成交量（12.1%）仍低于年初至今实现成交量（13.4%），周二的反弹使VIX回到20以下。更重要的是，<b>为了应对创纪录的下行偏斜，正确地暗示抛售将带来更高的波动性，偏斜现在已经走得更高——至少对标普500来说是这样。</b></blockquote></p><p> Some more observations from Fishman: \"although Tuesday’s large SPX move and drop in implied vol has reduced vol risk premium, the VIX remains high relative to recent realized vol.\"</p><p><blockquote>Fishman的更多观察：“尽管周二SPX的大幅波动和隐含波动率的下降降低了波动率风险溢价，但VIX相对于最近实现的波动率仍然很高。”</blockquote></p><p> Furthermore, the SPX has not had one-month realized vol as high as the current VIX level (19.7) since November - indicating that options continue to be persistently expensive,<b>which also means that traders are hedging to outsized moves both higher and lower and any selloffs are likely to be fleeting as hedges are cashed in</b>.</p><p><blockquote>此外，自11月以来，SPX的一个月实现波动率从未达到当前VIX水平（19.7）的水平，这表明期权仍然持续昂贵，<b>这也意味着交易者正在对冲大幅上涨和下跌，随着对冲兑现，任何抛售都可能转瞬即逝</b>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/002e0c79da541efcfb85fe1e04e29088\" tg-width=\"644\" tg-height=\"397\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> That said, given the recent precedent for quick sell-offs to be followed quickly by low volatility, Goldman expects volatility to subside in the near term with more likelihood of a sustained increase in Q4, and a big reason for this is the persistently high index skew.</p><p><blockquote>尽管如此，考虑到最近快速抛售之后迅速出现低波动性的先例，高盛预计波动性将在短期内消退，第四季度持续上升的可能性更大，而造成这种情况的一个重要原因是指数持续高位倾斜。</blockquote></p><p>   SPX index skew continues to be at near-record levels, which we see as driven by a lack of downside sellers  <b>as much as demand for hedging.</b>The strong reaction of the VIX to Monday’s sell-off, with the VIX up over six points at one point intraday,  <b>proved that high skew was justified - at least on a very local level....</b>on a more persistent sell-off, it would be difficult to sustain the level of implied volatility that skew would indicate.  Meanwhile, from a cross-asset standpoint, Fishman adds that if interest rates staying this low has the potential to be a catalyst for further equity upside (unless they plunge<i><b>too</b></i>fast), leaving the potential for near-term asymmetry in SPX potential returns that is the opposite of what option markets are implying.</p><p><blockquote>SPX指数偏差继续处于接近创纪录水平，我们认为这是由缺乏下行卖家推动的<b>以及对冲的需求。</b>VIX对周一抛售的强烈反应，VIX盘中一度上涨超过6点，<b>证明了高偏斜是合理的——至少在非常局部的层面上....</b>如果出现更持续的抛售，则很难维持skew所指示的隐含波动率水平。与此同时，从跨资产的角度来看，菲什曼补充说，如果利率保持在如此低的水平，有可能成为股市进一步上涨的催化剂（除非利率暴跌<i><b>也</b></i>快速），使得SPX潜在回报存在近期不对称的可能性，这与期权市场的含义相反。</blockquote></p><p> So how does one trade the persistently sticky record high skew? Goldman continues to like levered risk reversals as a way to take advantage of this dynamic: Sell a 17-Sep 3800-strike put (12.1% OTM) to fund 2x 4550-strike (5.2% OTM) calls for zero net premium. The trade would be subject to dollar-for-dollar losses shouldthe SPX close below the downside strike at expiration.</p><p><blockquote>那么，如何交易持续粘性的创纪录高位偏差呢？高盛仍然喜欢杠杆风险逆转，以此作为利用这种动态的一种方式：出售9月17日3800执行权（12.1%OTM）的看跌期权，以零净溢价为2倍4550执行权（5.2%OTM）的评级提供资金。如果SPX指数在到期时收盘价低于下行价格，该交易将遭受美元对美元的损失。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/behind-markets-furious-reversal-record-high-skew?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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/behind-markets-furious-reversal-record-high-skew?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":"1144363960","content_text":"At the end of June, when the S&P was making new all time highs day after day, and when the VIX was touching fresh 2021 lows, we cautioned that the skew index just hit a new all time high - meaning that put options have been unusually expensive relative to at-the-money options, helping support the put-heavy VIX index. As we further added, high skew, which compares put option prices with at-the-money option prices, has reached new all-time high, and reflected investor perception that high volatility would return should markets sell off.\nCommenting on this unusual move, we said that it shows that while on one hand traders seem complacent, they have never been more nervous that even a modest wobble in the market could start a crash. By extension,\"they have also never been more protected against a full-blown market crash.\"\nSo fast forward to the violent, if brief, air pocket (and hardly a full-blown crash) the market experienced late last week and on Monday, which saw stocks tumble the most in months... only to soar right after. In retrospect, traders have the record high skew to thank for that because while risk reversed sharply on Tuesday and continuing today, traders were fully hedged and ready to pounce.\nSo following up on his observations from a month ago, when he first noted the record high skew, Goldman's derivatives strategist Rocky Fishman wrote that this week’s volatility pushed equity implied and realized volatility higher, with the VIX briefly hitting 25 during the day on Monday (19-Jul)...\n... even if in absolute terms vol is not high: three-week SPX realized vol (12.1%) is still below year-to-date realized vol (13.4%),and Tuesday’s rally brought the VIX back under 20. More importantly,in response to record downside skew correctly implying that a sell-off would bring much higher volatility, skew has now moved even higher - at least for the S&P 500.\nSome more observations from Fishman: \"although Tuesday’s large SPX move and drop in implied vol has reduced vol risk premium, the VIX remains high relative to recent realized vol.\"\nFurthermore, the SPX has not had one-month realized vol as high as the current VIX level (19.7) since November - indicating that options continue to be persistently expensive,which also means that traders are hedging to outsized moves both higher and lower and any selloffs are likely to be fleeting as hedges are cashed in.\n\nThat said, given the recent precedent for quick sell-offs to be followed quickly by low volatility, Goldman expects volatility to subside in the near term with more likelihood of a sustained increase in Q4, and a big reason for this is the persistently high index skew.\n\n SPX index skew continues to be at near-record levels, which we see as driven by a lack of downside sellers\n as much as demand for hedging.The strong reaction of the VIX to Monday’s sell-off, with the VIX up over six points at one point intraday,\n proved that high skew was justified - at least on a very local level....on a more persistent sell-off, it would be difficult to sustain the level of implied volatility that skew would indicate.\n\nMeanwhile, from a cross-asset standpoint, Fishman adds that if interest rates staying this low has the potential to be a catalyst for further equity upside (unless they plungetoofast), leaving the potential for near-term asymmetry in SPX potential returns that is the opposite of what option markets are implying.\nSo how does one trade the persistently sticky record high skew? Goldman continues to like levered risk reversals as a way to take advantage of this dynamic: Sell a 17-Sep 3800-strike put (12.1% OTM) to fund 2x 4550-strike (5.2% OTM) calls for zero net premium. The trade would be subject to dollar-for-dollar losses shouldthe SPX close below the downside strike at expiration.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179083315,"gmtCreate":1626473883637,"gmtModify":1633926527350,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Stay calm,ride on the tide","listText":"Stay calm,ride on the tide","text":"Stay calm,ride on the tide","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/179083315","repostId":"2152464683","repostType":2,"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807828822,"gmtCreate":1628030905266,"gmtModify":1631893707048,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Opps","listText":"Opps","text":"Opps","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807828822","repostId":"1173044069","repostType":4,"repost":{"id":"1173044069","kind":"news","pubTimestamp":1628003772,"share":"https://www.laohu8.com/m/news/1173044069?lang=zh_CN&edition=full","pubTime":"2021-08-03 23:16","market":"us","language":"en","title":"Pentagon on lockdown after gunshots fired near Metro<blockquote>地铁附近发生枪击事件后五角大楼处于封锁状态</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173044069","media":"AP News","summary":"(Aug 3) The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platf","content":"<p>(Aug&nbsp;3)&nbsp;The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platform by the facility’s Metro station.</p><p><blockquote>（8月3日）周二早上，在该设施地铁站的一个站台附近发生多起枪击事件后，五角大楼被封锁。</blockquote></p><p> At least one person was down, according to two people familiar with the shooting, who spoke on condition of anonymity because they were not authorized to release information publicly. The person’s condition was not known.</p><p><blockquote>据两名熟悉枪击事件的人士称，至少有一人倒下，这两人因无权公开发布信息而要求匿名。此人的状况尚不清楚。</blockquote></p><p> The incident occurred on a Metro bus platform that is part of the Pentagon Transit Center, the Pentagon Protection Force Protection Agency tweeted.</p><p><blockquote>五角大楼保护部队保护局在推特上表示，这起事件发生在五角大楼运输中心的地铁公交站台上。</blockquote></p><p> A Pentagon announcement said the facility was on lockdown due to “police activity.”</p><p><blockquote>五角大楼的一份声明称，由于“警察活动”，该设施已被封锁。</blockquote></p><p> Metro subway trains were ordered to bypass the Pentagon due to a police investigation.</p><p><blockquote>由于警方的调查，地铁列车被命令绕过五角大楼。</blockquote></p><p> An Associated Press reporter near the building heard multiple gunshots.</p><p><blockquote>大楼附近的美联社记者听到多声枪响。</blockquote></p><p></p>","source":"lsy1628003918714","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>Pentagon on lockdown after gunshots fired near Metro<blockquote>地铁附近发生枪击事件后五角大楼处于封锁状态</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\">\nPentagon on lockdown after gunshots fired near Metro<blockquote>地铁附近发生枪击事件后五角大楼处于封锁状态</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AP News</strong><span class=\"h-time small\">2021-08-03 23:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platform by the facility’s Metro station.</p><p><blockquote>（8月3日）周二早上，在该设施地铁站的一个站台附近发生多起枪击事件后，五角大楼被封锁。</blockquote></p><p> At least one person was down, according to two people familiar with the shooting, who spoke on condition of anonymity because they were not authorized to release information publicly. The person’s condition was not known.</p><p><blockquote>据两名熟悉枪击事件的人士称，至少有一人倒下，这两人因无权公开发布信息而要求匿名。此人的状况尚不清楚。</blockquote></p><p> The incident occurred on a Metro bus platform that is part of the Pentagon Transit Center, the Pentagon Protection Force Protection Agency tweeted.</p><p><blockquote>五角大楼保护部队保护局在推特上表示，这起事件发生在五角大楼运输中心的地铁公交站台上。</blockquote></p><p> A Pentagon announcement said the facility was on lockdown due to “police activity.”</p><p><blockquote>五角大楼的一份声明称，由于“警察活动”，该设施已被封锁。</blockquote></p><p> Metro subway trains were ordered to bypass the Pentagon due to a police investigation.</p><p><blockquote>由于警方的调查，地铁列车被命令绕过五角大楼。</blockquote></p><p> An Associated Press reporter near the building heard multiple gunshots.</p><p><blockquote>大楼附近的美联社记者听到多声枪响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://apnews.com/article/politics-846e71a1b78370611ba13beb28aa77a9\">AP News</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",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://apnews.com/article/politics-846e71a1b78370611ba13beb28aa77a9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173044069","content_text":"(Aug 3) The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platform by the facility’s Metro station.\nAt least one person was down, according to two people familiar with the shooting, who spoke on condition of anonymity because they were not authorized to release information publicly. The person’s condition was not known.\nThe incident occurred on a Metro bus platform that is part of the Pentagon Transit Center, the Pentagon Protection Force Protection Agency tweeted.\nA Pentagon announcement said the facility was on lockdown due to “police activity.”\nMetro subway trains were ordered to bypass the Pentagon due to a police investigation.\nAn Associated Press reporter near the building heard multiple gunshots.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802545787,"gmtCreate":1627791200949,"gmtModify":1633756337281,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Watch list????","listText":"Watch list????","text":"Watch list????","images":[{"img":"https://static.tigerbbs.com/1b6a6ab87f719f6e1d060d099206df5e","width":"1125","height":"3406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802545787","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800337235,"gmtCreate":1627277175727,"gmtModify":1633766578330,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Wonder what will be the trend gonna be right after that? Shopping time or no? 🤔","listText":"Wonder what will be the trend gonna be right after that? Shopping time or no? 🤔","text":"Wonder what will be the trend gonna be right after that? Shopping time or no? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800337235","repostId":"2154934710","repostType":4,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143836025,"gmtCreate":1625786995867,"gmtModify":1633937428542,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Stock splited, waiting for shopping time","listText":"Stock splited, waiting for shopping time","text":"Stock splited, waiting for shopping time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/143836025","repostId":"1191095209","repostType":4,"repost":{"id":"1191095209","kind":"news","pubTimestamp":1625753093,"share":"https://www.laohu8.com/m/news/1191095209?lang=zh_CN&edition=full","pubTime":"2021-07-08 22:04","market":"us","language":"en","title":"Nvidia Target Lifted as Truist Lauds Data-Center Trends, Software<blockquote>Truist称赞数据中心趋势和软件，Nvidia目标上调</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191095209","media":"Thestreet","summary":"Semiconductor titan Nvidia's (NVDA)  shares on Thursday received a price-target increase from Truist","content":"<p>Semiconductor titan Nvidia's&nbsp;(<b>NVDA</b>) &nbsp;shares on Thursday received a price-target increase from Truist, to $910 from $768, based on data-center trends and software monetization.</p><p><blockquote>半导体巨头英伟达的（<b>NVDA</b>)周四，根据数据中心趋势和软件货币化，Truist将其股价目标从768美元上调至910美元。</blockquote></p><p> The investment firm affirmed its buy rating on the Santa Clara, Calif., company.</p><p><blockquote>该投资公司确认了对这家位于加州圣克拉拉的公司的买入评级。</blockquote></p><p> Nvidia shares recently traded at $792.73, down 2.7%, as the Nasdaq Composite dropped. The shares had surged 53% in the six months through Wednesday amid the company's strong financial performance.</p><p><blockquote>随着纳斯达克综合指数下跌，英伟达股价近期报792.73美元，下跌2.7%。由于该公司强劲的财务业绩，该公司股价在截至周三的六个月内飙升了53%。</blockquote></p><p> On Tuesday Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775. That followed on from BMO Capital Markets analyst Ambrish Srivastava, who last Thursdaylifted his price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.</p><p><blockquote>周二，Keybanc分析师John Vinh将Nvidia的一年目标价从775美元上调至950美元。此前，BMO资本市场分析师Ambrish Srivastava上周四将芯片titanto的目标价从975美元上调至华尔街高点1,000美元，并确认了跑赢大盘的评级。</blockquote></p><p> Analysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expectedamid strength in so-called hyperscale data-center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.</p><p><blockquote>自英伟达公布第一季度业绩以来，分析师对该公司赞不绝口，该业绩好于预期，所谓的超大规模数据中心需求强劲，其中包括对用于游戏和加密货币挖矿的显卡和芯片的需求。</blockquote></p><p> Even before then, analysts weretouting Nvidia’s performanceamid strong demand for its gaming graphics cards. That demand surged through the pandemic and stay-at-home orders, which boosted sales of at-home entertainment like videogames.</p><p><blockquote>甚至在此之前，分析师就在对英伟达游戏显卡的强劲需求中吹捧英伟达的表现。这一需求因疫情和居家订单而激增，从而促进了视频游戏等家庭娱乐产品的销售。</blockquote></p><p> All were compounded by the continuing chip shortage, which has boosted demand - and prices -for the chips and the cards.</p><p><blockquote>持续的芯片短缺加剧了这一切，这推高了芯片和卡的需求和价格。</blockquote></p><p> As for Truist, “Our ongoing dialog with industry contacts (component buyers/sellers) continue to reflect improving demand signals from NVDA's data-center business through 2021,” analyst William Stein wrote in a commentary.</p><p><blockquote>至于Truist，“我们与行业联系人（组件买家/卖家）的持续对话继续反映出NVDA数据中心业务到2021年需求信号的改善，”分析师William Stein在评论中写道。</blockquote></p><p> “More recently, order trends indicate another meaningful growth year in 2022.”</p><p><blockquote>“最近，订单趋势表明2022年将是又一个有意义的增长年。”</blockquote></p><p> Meanwhile, “Software monetization reveals a multibillion-dollar opportunity,” Stein said.</p><p><blockquote>与此同时，“软件货币化揭示了数十亿美元的机会，”斯坦说。</blockquote></p><p> “We've long noted that NVDA's competitive moat is owing less to its semiconductor design and more to its culture of innovation, ecosystem of incumbency, and massive software investment.</p><p><blockquote>“我们早就注意到，NVDA的竞争护城河与其说是由于其半导体设计，不如说是由于其创新文化、现有生态系统和大规模软件投资。</blockquote></p><p> “Recently the company announced plans to offer customers full stack AI development&nbsp;software licensing and support on enterprise servers.”</p><p><blockquote>“最近，该公司宣布计划为客户提供企业服务器上的全栈人工智能开发软件许可和支持。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Target Lifted as Truist Lauds Data-Center Trends, Software<blockquote>Truist称赞数据中心趋势和软件，Nvidia目标上调</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-08 22:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Semiconductor titan Nvidia's&nbsp;(<b>NVDA</b>) &nbsp;shares on Thursday received a price-target increase from Truist, to $910 from $768, based on data-center trends and software monetization.</p><p><blockquote>半导体巨头英伟达的（<b>NVDA</b>)周四，根据数据中心趋势和软件货币化，Truist将其股价目标从768美元上调至910美元。</blockquote></p><p> The investment firm affirmed its buy rating on the Santa Clara, Calif., company.</p><p><blockquote>该投资公司确认了对这家位于加州圣克拉拉的公司的买入评级。</blockquote></p><p> Nvidia shares recently traded at $792.73, down 2.7%, as the Nasdaq Composite dropped. The shares had surged 53% in the six months through Wednesday amid the company's strong financial performance.</p><p><blockquote>随着纳斯达克综合指数下跌，英伟达股价近期报792.73美元，下跌2.7%。由于该公司强劲的财务业绩，该公司股价在截至周三的六个月内飙升了53%。</blockquote></p><p> On Tuesday Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775. That followed on from BMO Capital Markets analyst Ambrish Srivastava, who last Thursdaylifted his price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.</p><p><blockquote>周二，Keybanc分析师John Vinh将Nvidia的一年目标价从775美元上调至950美元。此前，BMO资本市场分析师Ambrish Srivastava上周四将芯片titanto的目标价从975美元上调至华尔街高点1,000美元，并确认了跑赢大盘的评级。</blockquote></p><p> Analysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expectedamid strength in so-called hyperscale data-center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.</p><p><blockquote>自英伟达公布第一季度业绩以来，分析师对该公司赞不绝口，该业绩好于预期，所谓的超大规模数据中心需求强劲，其中包括对用于游戏和加密货币挖矿的显卡和芯片的需求。</blockquote></p><p> Even before then, analysts weretouting Nvidia’s performanceamid strong demand for its gaming graphics cards. That demand surged through the pandemic and stay-at-home orders, which boosted sales of at-home entertainment like videogames.</p><p><blockquote>甚至在此之前，分析师就在对英伟达游戏显卡的强劲需求中吹捧英伟达的表现。这一需求因疫情和居家订单而激增，从而促进了视频游戏等家庭娱乐产品的销售。</blockquote></p><p> All were compounded by the continuing chip shortage, which has boosted demand - and prices -for the chips and the cards.</p><p><blockquote>持续的芯片短缺加剧了这一切，这推高了芯片和卡的需求和价格。</blockquote></p><p> As for Truist, “Our ongoing dialog with industry contacts (component buyers/sellers) continue to reflect improving demand signals from NVDA's data-center business through 2021,” analyst William Stein wrote in a commentary.</p><p><blockquote>至于Truist，“我们与行业联系人（组件买家/卖家）的持续对话继续反映出NVDA数据中心业务到2021年需求信号的改善，”分析师William Stein在评论中写道。</blockquote></p><p> “More recently, order trends indicate another meaningful growth year in 2022.”</p><p><blockquote>“最近，订单趋势表明2022年将是又一个有意义的增长年。”</blockquote></p><p> Meanwhile, “Software monetization reveals a multibillion-dollar opportunity,” Stein said.</p><p><blockquote>与此同时，“软件货币化揭示了数十亿美元的机会，”斯坦说。</blockquote></p><p> “We've long noted that NVDA's competitive moat is owing less to its semiconductor design and more to its culture of innovation, ecosystem of incumbency, and massive software investment.</p><p><blockquote>“我们早就注意到，NVDA的竞争护城河与其说是由于其半导体设计，不如说是由于其创新文化、现有生态系统和大规模软件投资。</blockquote></p><p> “Recently the company announced plans to offer customers full stack AI development&nbsp;software licensing and support on enterprise servers.”</p><p><blockquote>“最近，该公司宣布计划为客户提供企业服务器上的全栈人工智能开发软件许可和支持。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/nvidia-price-target-lifted-at-truist-on-data-center-effort\">Thestreet</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":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/nvidia-price-target-lifted-at-truist-on-data-center-effort","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191095209","content_text":"Semiconductor titan Nvidia's (NVDA)  shares on Thursday received a price-target increase from Truist, to $910 from $768, based on data-center trends and software monetization.\nThe investment firm affirmed its buy rating on the Santa Clara, Calif., company.\nNvidia shares recently traded at $792.73, down 2.7%, as the Nasdaq Composite dropped. The shares had surged 53% in the six months through Wednesday amid the company's strong financial performance.\nOn Tuesday Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775. That followed on from BMO Capital Markets analyst Ambrish Srivastava, who last Thursdaylifted his price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.\nAnalysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expectedamid strength in so-called hyperscale data-center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.\nEven before then, analysts weretouting Nvidia’s performanceamid strong demand for its gaming graphics cards. That demand surged through the pandemic and stay-at-home orders, which boosted sales of at-home entertainment like videogames.\nAll were compounded by the continuing chip shortage, which has boosted demand - and prices -for the chips and the cards.\nAs for Truist, “Our ongoing dialog with industry contacts (component buyers/sellers) continue to reflect improving demand signals from NVDA's data-center business through 2021,” analyst William Stein wrote in a commentary.\n“More recently, order trends indicate another meaningful growth year in 2022.”\nMeanwhile, “Software monetization reveals a multibillion-dollar opportunity,” Stein said.\n“We've long noted that NVDA's competitive moat is owing less to its semiconductor design and more to its culture of innovation, ecosystem of incumbency, and massive software investment.\n“Recently the company announced plans to offer customers full stack AI development software licensing and support on enterprise servers.”","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148416246,"gmtCreate":1626003723585,"gmtModify":1633930980183,"author":{"id":"3577997752891554","authorId":"3577997752891554","name":"VivS","avatar":"https://static.tigerbbs.com/d0796bdb2ceed9b52741f36e85ca72ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577997752891554","idStr":"3577997752891554"},"themes":[],"htmlText":"Ahh huh… 😳","listText":"Ahh huh… 😳","text":"Ahh huh… 😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148416246","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://www.laohu8.com/m/news/1184476863?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:42","market":"hk","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</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>XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</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\">\nXPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-11 09:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">seekingalpha</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":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}