Mr Charles的个人主页 - 老虎社区

Mr Charles

Mr Charles

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2021-11-23

$Palantir Technologies Inc.(PLTR)$Dropped like grapes

2021-07-29

Huat

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2021-08-09

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2021-08-24

More good news. Yay

Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会更加明显。</blockquote>

2021-08-11

$Moderna, Inc.(MRNA)$Up more !

2021-08-12

$Moderna, Inc.(MRNA)$upup please

2021-08-31

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2021-10-09

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Morgan Stanley Doubles Down On Doom: Calls For "Fire And Ice" Correction<blockquote>大摩加倍押注厄运：评级进行“火与冰”修正</blockquote>

2021-10-05

Facebook down

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2021-09-24

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Sovos Brands opens for trading at $14.7, up about 22% from IPO price<blockquote>Sovos Brands开盘价为14.7美元，较IPO价格上涨约22%</blockquote>

2021-09-16

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U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>美国股市因对复苏和企业增税的担忧而收低</blockquote>

2021-09-16

$Pfizer(PFE)$Huat Ah

2021-09-15

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Moderna stock jumped 4% in morning trading<blockquote>Moderna股价早盘上涨4%</blockquote>

2021-09-03

$Moderna, Inc.(MRNA)$slow and steady

2021-08-16

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Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>

2021-08-21

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Why This Virgin Galactic Analyst Just Cut Their Price Target By Nearly 40%<blockquote>为什么这位维珍银河分析师刚刚将目标价下调近40%</blockquote>

2021-10-11

$Tesla Motors(TSLA)$800 Soon

2021-09-18

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2021-09-03

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2021-08-02

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Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者当心！股市正在进入今年最危险的时期</blockquote>

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Technologies Inc.(PLTR)$Dropped like grapes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/875970965","isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808600953,"gmtCreate":1627571249072,"gmtModify":1633758164714,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr 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like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898030782","repostId":"2157901414","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835447180,"gmtCreate":1629735800140,"gmtModify":1633682813350,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"More good news. Yay","listText":"More good news. Yay","text":"More good news. Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835447180","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://www.laohu8.com/m/news/1179203616?lang=zh_CN&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会更加明显。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies是世界上最古怪的科技公司之一，上周这个故事变得比以往任何时候都更加奇怪。但在表面之下，该业务和股票有一个奇怪的令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家成立18年的公司有两个主要平台——面向政府应用的Gotham和面向商业客户的Foundry。Palantir在为美国军事和情报机构提供服务方面有着悠久的历史，但最近它一直在组建销售团队以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir去年9月直接上市，股价开盘价为10美元。此后，它让股东们疯狂不已，今年早些时候的交易价格高达45美元。目前约为25美元，较上市日仍上涨150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近报告的6月份季度中，Palantir公布收入为3.76亿美元，比去年同期增长49%。该公司的美国商业业务大幅增长了90%。Palantir预计9月份季度收入将小幅升至3.85亿美元，并继续预测到2025年年收入将增长30%以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事却迷失在噪音中——Palantir似乎因争议而蓬勃发展。它所做的几乎所有事情都是在盒子之外。在去年股票上市之前，Palantir悄悄将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>Palantir首席执行官Alex Karp在6月份的一次采访中告诉我：“当我们在2004年创办公司时，我们的想法是为我们的情报和军事社区带来世界一流的软件。”“硅谷的许多公司都公开、默许或拖延地拒绝与美国政府合作……我相信，总的来说，世界上必须做出选择，而美国有严肃、严谨、聪明，有时甚至是无情的对手。”</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir还利用其资产负债表上的24亿美元现金做了一些不寻常的事情。该公司正在积极投资PIPEs，即对公共股票的私人投资，几乎在每一次SPAC合并中都使用PIPEs来增加筹集的资金。根据Palantir向SEC提交的最新文件，Palantir已向十几家SPAC或特殊目的收购公司承诺了3.1亿美元。它已完成对其他三家公司3300万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近的一笔资金包括2000万美元用于Fast Radius，该公司提供“云制造平台”；电动汽车充电器开发商Tritium 1500万美元；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及向亚洲金融服务公司FinAccel提供1000万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已签约成为Palantir客户。截至6月30日，Palantir表示与其SPAC投资组合公司签订了潜在价值为4.28亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总收入的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC是上市公司存放现金的高度投机场所。但我认为，Palantir向新客户提供资本的决定与为硬件购买提供供应商债务融资（如IBM(IBM)和HP Enterprise(HPE)所做的那样）或运行强大的风险投资计划（如英特尔(INTC)和Salesforce.com(CRM)所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这还是让一些分析师感到不安。花旗的泰勒·拉德克(Tyler Radke)在一份报告中写道：“虽然我们并不反对跳出框框思考，但我们认为这一策略可能走得太远了，特别是在软件合同似乎是与Palantir对同一客户的投资一起谈判的情况下。”最近的研究笔记。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>打破常规的策略超越了SPAC。上周，Palantir透露，它购买了价值5070万美元的100盎司金条——即使对Palantir来说，这也是一个相当奇怪的举动。我在SEC的数据库中进行了文本搜索，寻找金条的参考资料，只找到了其他黄金公司的参考资料。此举让特斯拉(TSLA)对比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir决定购买实物黄金，而不是SPDR Gold Shares ETF(GLD)，这一事实让事情变得更加奇怪。Palatnir最终看起来就像一个世界末日的准备者。我试图跟进卡普，询问他对黄金突然产生的兴趣，但Palantir拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC计划和进军黄金领域使得Palantir很难被机构投资者推销。你可以在股东基础上看到这一点。机构仅持有Palantir 25%的股份，而甲骨文(ORCL)为46%，雪花(SNOW)为58%，微软(MSFT)为71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但同一位分析师仍然看好Palantir，并表示它“为需要规模和复杂性的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在六月季度财报看涨期权上，Palantir回答了散户投资者的9个问题，仅回答了分析师的4个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>从传统指标来看，Palantir并不便宜。该股的交易价格是2022年预计销售额的25倍。但抛开疯狂，Palantir看起来是复杂数据分析未来的最佳选择。投资者没有太多其他方式来利用这个机会——而且世界并没有变得更简单或更不危险。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会更加明显。</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\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会更加明显。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-23 23:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies是世界上最古怪的科技公司之一，上周这个故事变得比以往任何时候都更加奇怪。但在表面之下，该业务和股票有一个奇怪的令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家成立18年的公司有两个主要平台——面向政府应用的Gotham和面向商业客户的Foundry。Palantir在为美国军事和情报机构提供服务方面有着悠久的历史，但最近它一直在组建销售团队以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir去年9月直接上市，股价开盘价为10美元。此后，它让股东们疯狂不已，今年早些时候的交易价格高达45美元。目前约为25美元，较上市日仍上涨150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近报告的6月份季度中，Palantir公布收入为3.76亿美元，比去年同期增长49%。该公司的美国商业业务大幅增长了90%。Palantir预计9月份季度收入将小幅升至3.85亿美元，并继续预测到2025年年收入将增长30%以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事却迷失在噪音中——Palantir似乎因争议而蓬勃发展。它所做的几乎所有事情都是在盒子之外。在去年股票上市之前，Palantir悄悄将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>Palantir首席执行官Alex Karp在6月份的一次采访中告诉我：“当我们在2004年创办公司时，我们的想法是为我们的情报和军事社区带来世界一流的软件。”“硅谷的许多公司都公开、默许或拖延地拒绝与美国政府合作……我相信，总的来说，世界上必须做出选择，而美国有严肃、严谨、聪明，有时甚至是无情的对手。”</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir还利用其资产负债表上的24亿美元现金做了一些不寻常的事情。该公司正在积极投资PIPEs，即对公共股票的私人投资，几乎在每一次SPAC合并中都使用PIPEs来增加筹集的资金。根据Palantir向SEC提交的最新文件，Palantir已向十几家SPAC或特殊目的收购公司承诺了3.1亿美元。它已完成对其他三家公司3300万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近的一笔资金包括2000万美元用于Fast Radius，该公司提供“云制造平台”；电动汽车充电器开发商Tritium 1500万美元；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及向亚洲金融服务公司FinAccel提供1000万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已签约成为Palantir客户。截至6月30日，Palantir表示与其SPAC投资组合公司签订了潜在价值为4.28亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总收入的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC是上市公司存放现金的高度投机场所。但我认为，Palantir向新客户提供资本的决定与为硬件购买提供供应商债务融资（如IBM(IBM)和HP Enterprise(HPE)所做的那样）或运行强大的风险投资计划（如英特尔(INTC)和Salesforce.com(CRM)所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这还是让一些分析师感到不安。花旗的泰勒·拉德克(Tyler Radke)在一份报告中写道：“虽然我们并不反对跳出框框思考，但我们认为这一策略可能走得太远了，特别是在软件合同似乎是与Palantir对同一客户的投资一起谈判的情况下。”最近的研究笔记。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>打破常规的策略超越了SPAC。上周，Palantir透露，它购买了价值5070万美元的100盎司金条——即使对Palantir来说，这也是一个相当奇怪的举动。我在SEC的数据库中进行了文本搜索，寻找金条的参考资料，只找到了其他黄金公司的参考资料。此举让特斯拉(TSLA)对比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir决定购买实物黄金，而不是SPDR Gold Shares ETF(GLD)，这一事实让事情变得更加奇怪。Palatnir最终看起来就像一个世界末日的准备者。我试图跟进卡普，询问他对黄金突然产生的兴趣，但Palantir拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC计划和进军黄金领域使得Palantir很难被机构投资者推销。你可以在股东基础上看到这一点。机构仅持有Palantir 25%的股份，而甲骨文(ORCL)为46%，雪花(SNOW)为58%，微软(MSFT)为71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但同一位分析师仍然看好Palantir，并表示它“为需要规模和复杂性的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在六月季度财报看涨期权上，Palantir回答了散户投资者的9个问题，仅回答了分析师的4个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>从传统指标来看，Palantir并不便宜。该股的交易价格是2022年预计销售额的25倍。但抛开疯狂，Palantir看起来是复杂数据分析未来的最佳选择。投资者没有太多其他方式来利用这个机会——而且世界并没有变得更简单或更不危险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892029094,"gmtCreate":1628612714418,"gmtModify":1633745709558,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>Up more !","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>Up more !","text":"$Moderna, Inc.(MRNA)$Up more !","images":[{"img":"https://static.tigerbbs.com/38668ee0284c21dc5708e64eb3e92674","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892029094","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895933495,"gmtCreate":1628700921217,"gmtModify":1633744994668,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>upup please","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>upup please","text":"$Moderna, Inc.(MRNA)$upup please","images":[{"img":"https://static.tigerbbs.com/da5715be4cc941125c4277c48d3aef61","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895933495","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811701882,"gmtCreate":1630341419946,"gmtModify":1704958851772,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/811701882","repostId":"1117774965","repostType":4,"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":821141128,"gmtCreate":1633709061626,"gmtModify":1633709061882,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821141128","repostId":"1195699682","repostType":4,"repost":{"id":"1195699682","kind":"news","pubTimestamp":1633706084,"share":"https://www.laohu8.com/m/news/1195699682?lang=zh_CN&edition=full","pubTime":"2021-10-08 23:14","market":"us","language":"en","title":"Morgan Stanley Doubles Down On Doom: Calls For \"Fire And Ice\" Correction<blockquote>大摩加倍押注厄运：评级进行“火与冰”修正</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195699682","media":"zerohedge","summary":"Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande","content":"<p>Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande default contagtion (which certainly remains on the table), Morgan Stanley's Mike Wilsontook the opportunityto pour some fuel on the fire, or rather \"ice\", and warned that odds of a \"destructive\" 20% correction are rising.</p><p><blockquote>三周前，当市场因担心恒大违约蔓延（这肯定仍在讨论中）而陷入短暂但急剧的抛售时，摩根士丹利的迈克·威尔逊趁机火上浇油，或者更确切地说是“冰”，并警告称，“破坏性”20%修正的可能性正在上升。</blockquote></p><p> As a reminder, for much of the summer, Wilson had been predicting that the current market meltup would end either in \"fire\", i.e. a sharp market correction...</p><p><blockquote>提醒一下，在夏季的大部分时间里，威尔逊一直预测当前的市场崩溃要么以“火灾”告终，即市场大幅调整...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e7ed4becb4b4add1c291379068668ca7\" tg-width=\"1123\" tg-height=\"660\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> or or \"Ice\", with consumer spending grinding to a halt...</p><p><blockquote>或者“冰”，消费者支出陷入停滞...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/83d20b93fac562ec12c5371ce0cec674\" tg-width=\"1130\" tg-height=\"661\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Pointing to his two gloomy predictions during the \"Evergrande Monday\" plunge, Wilson wrote that \"the ice scenario would be worse for markets<b>and we are leaning in that direction</b>given the fall in consumer confidence and reset lower in PMIs we expect.\" This is what he said, in the context of his longer running thesis that the \"mid-cycle\" is about to have a painful correction as we gradually transition into late cycle:</p><p><blockquote>威尔逊指出了他在“恒大周一”暴跌期间的两个悲观预测，他写道，“ice情景对市场来说会更糟<b>我们正在向那个方向倾斜</b>鉴于消费者信心下降和采购经理人指数较低，我们预计。”这是他在他的长期论点中所说的，即随着我们逐渐过渡到晚期周期，“中期周期”即将经历痛苦的修正：</blockquote></p><p>   The typical mid-cycle \"fire\" outcome would lead to a modest and healthy 10% correction in the S&amp;P 500. However, the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction. As a result,   <b>we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome as higher rates materialize.</b>  And just so it was clear that Wilson stubbornly refused to join the bullish bandwagon, he said that \"with our year end target 10% below current levels, our view is clear: the mid-cycle transition will end with the rolling correction finally hitting the S&amp;P 500.\"</p><p><blockquote>典型的中期周期“火灾”结果将导致标普500适度且健康地回调10%。然而，“冰”情景开始看起来更有可能，并可能导致更具破坏性的结果——即20%以上的修正。结果，<b>我们继续推荐更具防御性的质量杠铃（医疗保健和主食），以防止“冰”情景，同时在金融股中保留一条腿，以参与更高利率实现时的“火”结果。</b>很明显，Wilson顽固地拒绝加入看涨行列，他表示，“由于我们的年终目标比当前水平低10%，我们的观点很明确：中期周期过渡将随着滚动修正最终触及标普500而结束。”</blockquote></p><p> Fast forward to today when with stocks once again barreling higher, Wilson doubled down on his bearish view and in the latest Morgan Stanley strategy data pack, writes that \"<b>we are now calling for Fire AND Ice.\"</b>Here, he again recaps the two possible mid-cycle correction outcomes he had been envisioning:</p><p><blockquote>快进到今天，随着股市再次飙升，威尔逊加倍了他的看跌观点，并在最新的摩根士丹利策略数据包中写道：“<b>我们现在呼唤火与冰。”</b>在这里，他再次概述了他一直设想的两种可能的周期中期修正结果：</blockquote></p><p> <ul>  <li><b>Fire:</b>tightening financial conditions as the Fed signals tapering is coming</li>  <li><b>Ice:</b>growth disappointment particularly on the earnings side</li> </ul> And so, in a reversal from what he said last month, Wilson now thinks<b>\"it’s increasingly likely these scenarios happen together and we get a &gt;10% correction.</b>The Fed will likely announce its taper plans at its next FOMC meeting just as we expect a disappointment in earnings to materialize.\"</p><p><blockquote><ul><li><b>火：</b>美联储暗示缩减购债规模即将到来，金融状况收紧</li><li><b>冰：</b>增长令人失望，尤其是在盈利方面</li></ul>因此，与他上个月所说的相反，威尔逊现在认为<b>“这些情况越来越有可能同时发生，我们会得到&gt;10%的修正。</b>美联储可能会在下一次FOMC会议上宣布缩减计划，因为我们预计盈利将会令人失望。”</blockquote></p><p> And since much digital ink has been spilled discussing the impact of the coming taper, we will focus on his second warning, namely the coming trouble for corporate earnings, which echoes what we said more than a month ago...</p><p><blockquote>由于讨论即将到来的缩减的影响已经有很多数字墨水溢出，我们将重点关注他的第二个警告，即即将到来的企业盈利麻烦，这与我们一个多月前所说的相呼应……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35ca94354b7552e106b3d35a4245e356\" tg-width=\"507\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ... and which Wilson distills simply as \"Earnings Trouble Ahead.\"</p><p><blockquote>...威尔逊将其简单地提炼为“未来的盈利问题”。</blockquote></p><p> Here, the strategist points to the large number of companies flagging serious supply chain issues in off-cycle earnings reports over the past month and notes that \"<b>both forward earnings estimates and price de-rated after many of these reports.\"</b></p><p><blockquote>在这里，这位策略师指出，过去一个月有大量公司在非周期收益报告中指出了严重的供应链问题，并指出“<b>在许多此类报告发布后，前瞻性盈利预测和价格均被下调。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/be884d8276f2170f18ee79f621c647a1\" tg-width=\"1085\" tg-height=\"729\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Jumping to the punchline, Wilson thinks this will be a pervasive dynamic during 3Q reporting season and it will \"<b>trigger downside in earnings revisions at the index level - a headwind for price.\"</b></p><p><blockquote>谈到笑点，威尔逊认为这将是第三季度报告季的普遍动态，并且将“<b>引发指数层面盈利修正的下行——对价格构成阻力。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/8c39e1bbced9475fd293f9d4ed624a7e\" tg-width=\"1104\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Finally, looking beyond 3Q, he sees the earnings risk coming more from<b>(1) the inability of companies to pass on pricing (2) margin risk related more to higher wages and (3) a reversion (lower) in goods consumption.</b></p><p><blockquote>最后，展望第三季度之后，他认为盈利风险更多地来自<b>（1）公司无法转嫁定价（2）利润率风险更多地与更高的工资有关，以及（3）商品消费的回归（下降）。</b></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Doubles Down On Doom: Calls For \"Fire And Ice\" Correction<blockquote>大摩加倍押注厄运：评级进行“火与冰”修正</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-10-08 23:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande default contagtion (which certainly remains on the table), Morgan Stanley's Mike Wilsontook the opportunityto pour some fuel on the fire, or rather \"ice\", and warned that odds of a \"destructive\" 20% correction are rising.</p><p><blockquote>三周前，当市场因担心恒大违约蔓延（这肯定仍在讨论中）而陷入短暂但急剧的抛售时，摩根士丹利的迈克·威尔逊趁机火上浇油，或者更确切地说是“冰”，并警告称，“破坏性”20%修正的可能性正在上升。</blockquote></p><p> As a reminder, for much of the summer, Wilson had been predicting that the current market meltup would end either in \"fire\", i.e. a sharp market correction...</p><p><blockquote>提醒一下，在夏季的大部分时间里，威尔逊一直预测当前的市场崩溃要么以“火灾”告终，即市场大幅调整...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e7ed4becb4b4add1c291379068668ca7\" tg-width=\"1123\" tg-height=\"660\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> or or \"Ice\", with consumer spending grinding to a halt...</p><p><blockquote>或者“冰”，消费者支出陷入停滞...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/83d20b93fac562ec12c5371ce0cec674\" tg-width=\"1130\" tg-height=\"661\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Pointing to his two gloomy predictions during the \"Evergrande Monday\" plunge, Wilson wrote that \"the ice scenario would be worse for markets<b>and we are leaning in that direction</b>given the fall in consumer confidence and reset lower in PMIs we expect.\" This is what he said, in the context of his longer running thesis that the \"mid-cycle\" is about to have a painful correction as we gradually transition into late cycle:</p><p><blockquote>威尔逊指出了他在“恒大周一”暴跌期间的两个悲观预测，他写道，“ice情景对市场来说会更糟<b>我们正在向那个方向倾斜</b>鉴于消费者信心下降和采购经理人指数较低，我们预计。”这是他在他的长期论点中所说的，即随着我们逐渐过渡到晚期周期，“中期周期”即将经历痛苦的修正：</blockquote></p><p>   The typical mid-cycle \"fire\" outcome would lead to a modest and healthy 10% correction in the S&amp;P 500. However, the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction. As a result,   <b>we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome as higher rates materialize.</b>  And just so it was clear that Wilson stubbornly refused to join the bullish bandwagon, he said that \"with our year end target 10% below current levels, our view is clear: the mid-cycle transition will end with the rolling correction finally hitting the S&amp;P 500.\"</p><p><blockquote>典型的中期周期“火灾”结果将导致标普500适度且健康地回调10%。然而，“冰”情景开始看起来更有可能，并可能导致更具破坏性的结果——即20%以上的修正。结果，<b>我们继续推荐更具防御性的质量杠铃（医疗保健和主食），以防止“冰”情景，同时在金融股中保留一条腿，以参与更高利率实现时的“火”结果。</b>很明显，Wilson顽固地拒绝加入看涨行列，他表示，“由于我们的年终目标比当前水平低10%，我们的观点很明确：中期周期过渡将随着滚动修正最终触及标普500而结束。”</blockquote></p><p> Fast forward to today when with stocks once again barreling higher, Wilson doubled down on his bearish view and in the latest Morgan Stanley strategy data pack, writes that \"<b>we are now calling for Fire AND Ice.\"</b>Here, he again recaps the two possible mid-cycle correction outcomes he had been envisioning:</p><p><blockquote>快进到今天，随着股市再次飙升，威尔逊加倍了他的看跌观点，并在最新的摩根士丹利策略数据包中写道：“<b>我们现在呼唤火与冰。”</b>在这里，他再次概述了他一直设想的两种可能的周期中期修正结果：</blockquote></p><p> <ul>  <li><b>Fire:</b>tightening financial conditions as the Fed signals tapering is coming</li>  <li><b>Ice:</b>growth disappointment particularly on the earnings side</li> </ul> And so, in a reversal from what he said last month, Wilson now thinks<b>\"it’s increasingly likely these scenarios happen together and we get a &gt;10% correction.</b>The Fed will likely announce its taper plans at its next FOMC meeting just as we expect a disappointment in earnings to materialize.\"</p><p><blockquote><ul><li><b>火：</b>美联储暗示缩减购债规模即将到来，金融状况收紧</li><li><b>冰：</b>增长令人失望，尤其是在盈利方面</li></ul>因此，与他上个月所说的相反，威尔逊现在认为<b>“这些情况越来越有可能同时发生，我们会得到&gt;10%的修正。</b>美联储可能会在下一次FOMC会议上宣布缩减计划，因为我们预计盈利将会令人失望。”</blockquote></p><p> And since much digital ink has been spilled discussing the impact of the coming taper, we will focus on his second warning, namely the coming trouble for corporate earnings, which echoes what we said more than a month ago...</p><p><blockquote>由于讨论即将到来的缩减的影响已经有很多数字墨水溢出，我们将重点关注他的第二个警告，即即将到来的企业盈利麻烦，这与我们一个多月前所说的相呼应……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35ca94354b7552e106b3d35a4245e356\" tg-width=\"507\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ... and which Wilson distills simply as \"Earnings Trouble Ahead.\"</p><p><blockquote>...威尔逊将其简单地提炼为“未来的盈利问题”。</blockquote></p><p> Here, the strategist points to the large number of companies flagging serious supply chain issues in off-cycle earnings reports over the past month and notes that \"<b>both forward earnings estimates and price de-rated after many of these reports.\"</b></p><p><blockquote>在这里，这位策略师指出，过去一个月有大量公司在非周期收益报告中指出了严重的供应链问题，并指出“<b>在许多此类报告发布后，前瞻性盈利预测和价格均被下调。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/be884d8276f2170f18ee79f621c647a1\" tg-width=\"1085\" tg-height=\"729\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Jumping to the punchline, Wilson thinks this will be a pervasive dynamic during 3Q reporting season and it will \"<b>trigger downside in earnings revisions at the index level - a headwind for price.\"</b></p><p><blockquote>谈到笑点，威尔逊认为这将是第三季度报告季的普遍动态，并且将“<b>引发指数层面盈利修正的下行——对价格构成阻力。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/8c39e1bbced9475fd293f9d4ed624a7e\" tg-width=\"1104\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Finally, looking beyond 3Q, he sees the earnings risk coming more from<b>(1) the inability of companies to pass on pricing (2) margin risk related more to higher wages and (3) a reversion (lower) in goods consumption.</b></p><p><blockquote>最后，展望第三季度之后，他认为盈利风险更多地来自<b>（1）公司无法转嫁定价（2）利润率风险更多地与更高的工资有关，以及（3）商品消费的回归（下降）。</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/morgan-stanley-doubles-down-doom-calls-fire-and-ice-correction?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-doubles-down-doom-calls-fire-and-ice-correction?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":"1195699682","content_text":"Three weeks ago, when the markets were gripped by a brief but sharp selloff over fears of Evergrande default contagtion (which certainly remains on the table), Morgan Stanley's Mike Wilsontook the opportunityto pour some fuel on the fire, or rather \"ice\", and warned that odds of a \"destructive\" 20% correction are rising.\nAs a reminder, for much of the summer, Wilson had been predicting that the current market meltup would end either in \"fire\", i.e. a sharp market correction...\n\nor or \"Ice\", with consumer spending grinding to a halt...\n\nPointing to his two gloomy predictions during the \"Evergrande Monday\" plunge, Wilson wrote that \"the ice scenario would be worse for marketsand we are leaning in that directiongiven the fall in consumer confidence and reset lower in PMIs we expect.\" This is what he said, in the context of his longer running thesis that the \"mid-cycle\" is about to have a painful correction as we gradually transition into late cycle:\n\n The typical mid-cycle \"fire\" outcome would lead to a modest and healthy 10% correction in the S&P 500. However, the \"ice\" scenario is starting to look more likely, and could result in a more destructive outcome – i.e. a 20%+ correction. As a result, \n we continue to recommend a barbell of more defensively oriented quality (Healthcare and Staples) to protect from the \"ice\" scenario while keeping a leg in Financials to participate in the \"fire\" outcome as higher rates materialize.\n\nAnd just so it was clear that Wilson stubbornly refused to join the bullish bandwagon, he said that \"with our year end target 10% below current levels, our view is clear: the mid-cycle transition will end with the rolling correction finally hitting the S&P 500.\"\nFast forward to today when with stocks once again barreling higher, Wilson doubled down on his bearish view and in the latest Morgan Stanley strategy data pack, writes that \"we are now calling for Fire AND Ice.\"Here, he again recaps the two possible mid-cycle correction outcomes he had been envisioning:\n\nFire:tightening financial conditions as the Fed signals tapering is coming\nIce:growth disappointment particularly on the earnings side\n\nAnd so, in a reversal from what he said last month, Wilson now thinks\"it’s increasingly likely these scenarios happen together and we get a >10% correction.The Fed will likely announce its taper plans at its next FOMC meeting just as we expect a disappointment in earnings to materialize.\"\nAnd since much digital ink has been spilled discussing the impact of the coming taper, we will focus on his second warning, namely the coming trouble for corporate earnings, which echoes what we said more than a month ago...\n\n... and which Wilson distills simply as \"Earnings Trouble Ahead.\"\nHere, the strategist points to the large number of companies flagging serious supply chain issues in off-cycle earnings reports over the past month and notes that \"both forward earnings estimates and price de-rated after many of these reports.\"\n\nJumping to the punchline, Wilson thinks this will be a pervasive dynamic during 3Q reporting season and it will \"trigger downside in earnings revisions at the index level - a headwind for price.\"\n\nFinally, looking beyond 3Q, he sees the earnings risk coming more from(1) the inability of companies to pass on pricing (2) margin risk related more to higher wages and (3) a reversion (lower) in goods consumption.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820899565,"gmtCreate":1633363977763,"gmtModify":1633363978048,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Facebook down","listText":"Facebook down","text":"Facebook down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820899565","repostId":"1192356894","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863429351,"gmtCreate":1632413784973,"gmtModify":1632729528978,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863429351","repostId":"1150145468","repostType":4,"repost":{"id":"1150145468","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":1632413106,"share":"https://www.laohu8.com/m/news/1150145468?lang=zh_CN&edition=full","pubTime":"2021-09-24 00:05","market":"other","language":"en","title":"Sovos Brands opens for trading at $14.7, up about 22% from IPO price<blockquote>Sovos Brands开盘价为14.7美元，较IPO价格上涨约22%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150145468","media":"Tiger Newspress","summary":"(Sept 23) Sovos Brands, Inc. opens for trading at $14.7, up about 22% from IPO price.","content":"<p>(Sept 23)&nbsp;<a href=\"https://laohu8.com/S/SOVO\">Sovos Brands, Inc.</a> opens for trading at $14.7, up about 22% from IPO price.</p><p><blockquote>（9月23日）<a href=\"https://laohu8.com/S/SOVO\">索沃斯品牌公司。</a>开盘价为14.7美元，较IPO价格上涨约22%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a4cf35300eb72dc44987635c428fb00b\" tg-width=\"905\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></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>Sovos Brands opens for trading at $14.7, up about 22% from IPO price<blockquote>Sovos Brands开盘价为14.7美元，较IPO价格上涨约22%</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\">\nSovos Brands opens for trading at $14.7, up about 22% from IPO price<blockquote>Sovos Brands开盘价为14.7美元，较IPO价格上涨约22%</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\">2021-09-24 00:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 23)&nbsp;<a href=\"https://laohu8.com/S/SOVO\">Sovos Brands, Inc.</a> opens for trading at $14.7, up about 22% from IPO price.</p><p><blockquote>（9月23日）<a href=\"https://laohu8.com/S/SOVO\">索沃斯品牌公司。</a>开盘价为14.7美元，较IPO价格上涨约22%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a4cf35300eb72dc44987635c428fb00b\" tg-width=\"905\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOVO":"Sovos Brands, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150145468","content_text":"(Sept 23) Sovos Brands, Inc. opens for trading at $14.7, up about 22% from IPO price.","news_type":1,"symbols_score_info":{"SOVO":0.9}},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882729776,"gmtCreate":1631722580695,"gmtModify":1631889254593,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882729776","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://www.laohu8.com/m/news/1148341685?lang=zh_CN&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>美国股市因对复苏和企业增税的担忧而收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>路透纽约-华尔街周二下跌，原因是经济不确定性和企业税率上调的可能性越来越大，抑制了投资者情绪，并引发了广泛的抛售，尽管通胀有缓解的迹象。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>整个交易日乐观情绪消退，扭转了劳工部消费者价格指数报告发布后最初的涨势。美国三大股指均收于负值，提醒人们9月份对于股市来说是历史上艰难的一个月。</blockquote></p><p> So far this month the S&amp;P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月迄今为止，标普500已下跌近1.8%，尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>纽约CFRA Research首席投资策略师Sam Stovall表示：“市场有可能只是准备好经历一次迟来的调整。”“从季节性来看，9月往往是基金经理的粉饰期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现导致人们对从全球健康危机中复苏的看跌情绪增加，许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>芝加哥Kingsview Asset Management投资组合经理保罗·诺尔特(Paul Nolte)表示：“我们仍处于人们几个月来一直呼吁的纠正模式。”“经济数据点一直低于预期，而这与德尔塔变异毒株的上升同时发生。”</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份读数低于市场普遍预期，这一减速支持了美联储主席杰罗姆·鲍威尔的说法，即通胀飙升是暂时的，并平息了市场对美联储将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>美国国债收益率因数据而下跌，这给金融股带来压力，投资者的青睐转向增长，而牺牲了价值。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔·拜登（Joe Biden）的3.5万亿美元预算计划逐渐接近通过，人们期待已久的公司税上调（如果民主党获胜，将从21%上调至26.5%）即将实现。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&amp;P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼工业指数跌292.06点，或0.84%，报34577.57点；标普500跌25.68点，跌幅0.57%，报4,443.05点；纳斯达克综合指数下跌67.82点，跌幅0.45%，至15037.76点。</blockquote></p><p> All 11 major sectors in the S&amp;P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11大板块全部收红，能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&amp;P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了iPhone 13，并为其iPad和苹果手表设备添加了新功能，因为该公司面临着法院对其商业行为的更严格审查。其股价收盘下跌1.0%，对标普500和纳斯达克拖累最大。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>TurboTax制造商Intuit Inc宣布将以120亿美元收购数字营销公司Mailchimp后，该公司股价上涨1.9%。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司CureVac取消其实验性COVID-19疫苗的生产交易后，股价下跌8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.25比1；在纳斯达克，2.40比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低；纳斯达克综合指数录得50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为100.7亿股，而过去20个交易日的平均成交量为93.8亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>整个交易日乐观情绪消退，扭转了劳工部消费者价格指数报告发布后最初的涨势。美国三大股指均收于负值，提醒人们9月份对于股市来说是历史上艰难的一个月。</blockquote></p><p> So far this month the S&amp;P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月迄今为止，标普500已下跌近1.8%，尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>纽约CFRA Research首席投资策略师Sam Stovall表示：“市场有可能只是准备好经历一次迟来的调整。”“从季节性来看，9月往往是基金经理的粉饰期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现导致人们对从全球健康危机中复苏的看跌情绪增加，许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>芝加哥Kingsview Asset Management投资组合经理保罗·诺尔特(Paul Nolte)表示：“我们仍处于人们几个月来一直呼吁的纠正模式。”“经济数据点一直低于预期，而这与德尔塔变异毒株的上升同时发生。”</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份读数低于市场普遍预期，这一减速支持了美联储主席杰罗姆·鲍威尔的说法，即通胀飙升是暂时的，并平息了市场对美联储将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>美国国债收益率因数据而下跌，这给金融股带来压力，投资者的青睐转向增长，而牺牲了价值。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔·拜登（Joe Biden）的3.5万亿美元预算计划逐渐接近通过，人们期待已久的公司税上调（如果民主党获胜，将从21%上调至26.5%）即将实现。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&amp;P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼工业指数跌292.06点，或0.84%，报34577.57点；标普500跌25.68点，跌幅0.57%，报4,443.05点；纳斯达克综合指数下跌67.82点，跌幅0.45%，至15037.76点。</blockquote></p><p> All 11 major sectors in the S&amp;P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11大板块全部收红，能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&amp;P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了iPhone 13，并为其iPad和苹果手表设备添加了新功能，因为该公司面临着法院对其商业行为的更严格审查。其股价收盘下跌1.0%，对标普500和纳斯达克拖累最大。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>TurboTax制造商Intuit Inc宣布将以120亿美元收购数字营销公司Mailchimp后，该公司股价上涨1.9%。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司CureVac取消其实验性COVID-19疫苗的生产交易后，股价下跌8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.25比1；在纳斯达克，2.40比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低；纳斯达克综合指数录得50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为100.7亿股，而过去20个交易日的平均成交量为93.8亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882729281,"gmtCreate":1631722561443,"gmtModify":1631883902788,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Huat Ah","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Huat Ah","text":"$Pfizer(PFE)$Huat Ah","images":[{"img":"https://static.tigerbbs.com/efbe341244deee58a02cdeb8adb4f91b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/882729281","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":882906110,"gmtCreate":1631635830730,"gmtModify":1631889254605,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882906110","repostId":"1118676828","repostType":4,"repost":{"id":"1118676828","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":1631631830,"share":"https://www.laohu8.com/m/news/1118676828?lang=zh_CN&edition=full","pubTime":"2021-09-14 23:03","market":"us","language":"en","title":"Moderna stock jumped 4% in morning trading<blockquote>Moderna股价早盘上涨4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118676828","media":"Tiger Newspress","summary":"Moderna stock jumped 4% in morning trading as a recent study found that the Moderna COVID-19 vaccine","content":"<p>Moderna stock jumped 4% in morning trading&nbsp;as&nbsp;a recent study found that the Moderna COVID-19 vaccine produces higher antibody levels than the Pfizer-BioNTech vaccine.</p><p><blockquote>Moderna股价在早盘交易中上涨4%，因为最近的一项研究发现，Moderna COVID-19疫苗产生的抗体水平高于辉瑞-BioNTech疫苗。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/289c5ec428971234976d932651a5f86d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <ul>  <li>A recent study found that the Moderna COVID-19 vaccine produces higher antibody levels than the Pfizer-BioNTech vaccine.</li>  <li>This is possibly due to its higher mRNA content and a longer waiting period between doses.</li>  <li>Antibody tests are not entirely predictive of the body’s immunity against COVID-19.</li> </ul> A recent study found that the Moderna COVID-19 vaccine produced twice as many antibodies in recipients as the Pfizer-BioNTech vaccine.</p><p><blockquote><ul><li>最近的一项研究发现，Moderna新冠肺炎疫苗比辉瑞-BioNTech疫苗产生更高的抗体水平。</li><li>这可能是由于其较高的mRNA含量和较长的剂量之间的等待期。</li><li>抗体测试并不能完全预测人体对新冠肺炎的免疫力。</li></ul>最近的一项研究发现，Moderna新冠肺炎疫苗在接受者体内产生的抗体是辉瑞-BioNTech疫苗的两倍。</blockquote></p><p> The August study, published in&nbsp;<i>JAMA</i>, compared the antibody levels of 1647 healthcare workers before and six to 10 weeks after vaccination. The researchers observed significantly higher antibody levels among the recipients of the Moderna vaccine compared to the recipients of the Pfizer-BioNTech vaccine.</p><p><blockquote>八月的研究发表在<i>贾马</i>，比较了1647名医护人员在接种疫苗前和接种后6至10周的抗体水平。研究人员观察到，与辉瑞-BioNTech疫苗的接受者相比，Moderna疫苗的接受者的抗体水平明显更高。</blockquote></p><p> Among all the participants who had a previous COVID-19 infection, those who were vaccinated with the Moderna vaccine still carried more antibodies.</p><p><blockquote>在所有先前感染过新冠病毒的参与者中，接种了Moderna疫苗的人仍然携带了更多的抗体。</blockquote></p><p> However, more research is needed to understand whether the difference in antibody levels leads to different levels of protection against the virus. Experts stress that testing for antibodies isn't the only way of measuring protection.</p><p><blockquote>然而，需要更多的研究来了解抗体水平的差异是否会导致对病毒的不同保护水平。专家强调，抗体检测并不是衡量保护的唯一方法。</blockquote></p><p> <b>Why Does Moderna Produce Higher Antibody Levels?</b></p><p><blockquote><b>为什么Moderna会产生更高的抗体水平？</b></blockquote></p><p> According to the authors of the study, the Moderna COVID-19 vaccine contains more mRNA and requires a longer waiting period than Pfizer-BioNTech, which may have played a role.</p><p><blockquote>根据该研究的作者，与辉瑞-BioNTech相比，Moderna新冠肺炎疫苗含有更多的mRNA，需要更长的等待时间，这可能起到了一定的作用。</blockquote></p><p> “It is also possible that the mRNA itself used in the Moderna vaccine may have led to this difference independent of the dose in the vaccine or the timing of the two shots,\"Richard Martinello, MD, Yale Medicine infectious diseases specialist and associate professor of medicine and pediatrics at the Yale School of Medicine, who was not involved in the study, tells Verywell.</p><p><blockquote>“也有可能是Moderna疫苗中使用的mRNA本身导致了这种差异，与疫苗的剂量或两次注射的时间无关，”耶鲁大学医学传染病专家兼副教授Richard Martinello医学博士告诉Verywell，他没有参与这项研究。</blockquote></p><p> The Moderna vaccine contains more mRNA within the vaccine compared to the Pfizer dosage. And doses are given 28 days apart, compared to 21 days for the Pfizer vaccine.</p><p><blockquote>与辉瑞剂量相比，Moderna疫苗在疫苗中含有更多的mRNA。接种间隔28天，而辉瑞疫苗为21天。</blockquote></p><p> Still, further research is needed to understand why Moderna produced more antibodies. Experts still aren't sure if varying antibody levels translate to a difference in protection against COVID-19.</p><p><blockquote>尽管如此，还需要进一步的研究来了解为什么Moderna会产生更多的抗体。专家们仍然不确定不同的抗体水平是否会转化为对COVID-19保护的差异。</blockquote></p><p> <b>Antibody Tests Don’t Tell the Whole Story</b></p><p><blockquote><b>抗体测试并不能说明全部情况</b></blockquote></p><p> The study has notable limitations since it focused solely on healthcare workers and did not include data on cellular immunity.</p><p><blockquote>这项研究有明显的局限性，因为它只关注医护人员，不包括细胞免疫的数据。</blockquote></p><p> “Antibody levels have been found to provide a good measure of one’s protection against infection,” Martinello says. “However, it is known that cellular immunity plays a key role in the protection against and response to COVID. This is much more difficult to measure so it is not a routine test available from clinical laboratories. Therefore, while it is possible that the Moderna vaccine may be found to be more protective than the Pfizer vaccine, that remains to be seen.”</p><p><blockquote>“已经发现抗体水平可以很好地衡量一个人对感染的保护，”马蒂内洛说。“然而，众所周知，细胞免疫在预防和应对COVID方面发挥着关键作用。这更难测量，因此它不是临床实验室可用的常规测试。因此，虽然Moderna疫苗可能会被发现比辉瑞疫苗更具保护性，但这还有待观察。”</blockquote></p><p> A May study found that antibody levels can be predictive of protection from COVID-19 infection, but the researchers acknowledged that it's important to study T cell and B cell memory responses as well.</p><p><blockquote>5月份的一项研究发现，抗体水平可以预测对COVID-19感染的保护，但研究人员承认，研究T细胞和B细胞记忆反应也很重要。</blockquote></p><p> Although antibody levels are much simpler and cheaper to measure, and higher levels are likely to be more protective, they’re not a good measure of the degree and/or duration of protection an individual has against COVID-19,Stanley H. Weiss, MD, professor of medicine at the Rutgers New Jersey Medical School and professor of biostatistics at the Rutgers School of Public Health, tells Verywell.</p><p><blockquote>罗格斯大学新泽西医学院医学教授和罗格斯大学公共卫生学院生物统计学教授Stanley H.Weiss医学博士告诉Verywell，虽然抗体水平的测量更简单、更便宜，而且更高的水平可能更具保护性，但它们并不能很好地衡量个人对新冠肺炎的保护程度和/或持续时间。</blockquote></p><p> Earlier this year, the Food and Drug Administration (FDA) issued guidance saying that antibody tests should not be used to assess COVID-19 immunity after vaccination.3Researchers say that antibody tests are valuable public health tools that have very little use for individuals, and should not influence personal decision-making.</p><p><blockquote>今年早些时候，美国食品药品监督管理局（FDA）发布指南称，抗体测试不应用于评估接种疫苗后的新冠肺炎免疫力。3研究人员表示，抗体测试是有价值的公共卫生工具，对个人用处不大，不应影响个人决策。</blockquote></p><p> “There is ample data showing that some persons without any detectable antibodies have good protection due to cellular immunity,” Weiss says. “There is also ample data of breakthrough infection among persons who have anti-Covid antibodies.”</p><p><blockquote>“有大量数据表明，一些没有任何可检测抗体的人由于细胞免疫而具有良好的保护作用，”韦斯说。“也有大量数据表明具有抗新冠抗体的人出现突破性感染。”</blockquote></p><p> A March study found that cellular immunity remains robust six months after natural infection even though antibodies against the virus may fall below detectable levels. The findings show promise that COVID-19 vaccines elicit a similar response in the body.</p><p><blockquote>三月份的一项研究发现，尽管针对病毒的抗体可能低于可检测水平，但自然感染后六个月细胞免疫力仍然很强。这些发现表明，新冠肺炎疫苗有望在体内引发类似的反应。</blockquote></p><p> “In an individual person for clinical purposes, and especially outside of a carefully designed research study, I recommend against antibody testing,” Weiss says. “Neither a positive nor negative result gives you definitive information. My recommendation is for a decision to be based on general clinical criteria, not on an antibody test.”</p><p><blockquote>“出于临床目的，尤其是在精心设计的研究之外，我建议不要对个人进行抗体测试，”韦斯说。“阳性或阴性结果都不能给你明确的信息。我的建议是根据一般临床标准做出决定，而不是根据抗体测试。”</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>Moderna stock jumped 4% in morning trading<blockquote>Moderna股价早盘上涨4%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna stock jumped 4% in morning trading<blockquote>Moderna股价早盘上涨4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-14 23:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Moderna stock jumped 4% in morning trading&nbsp;as&nbsp;a recent study found that the Moderna COVID-19 vaccine produces higher antibody levels than the Pfizer-BioNTech vaccine.</p><p><blockquote>Moderna股价在早盘交易中上涨4%，因为最近的一项研究发现，Moderna COVID-19疫苗产生的抗体水平高于辉瑞-BioNTech疫苗。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/289c5ec428971234976d932651a5f86d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <ul>  <li>A recent study found that the Moderna COVID-19 vaccine produces higher antibody levels than the Pfizer-BioNTech vaccine.</li>  <li>This is possibly due to its higher mRNA content and a longer waiting period between doses.</li>  <li>Antibody tests are not entirely predictive of the body’s immunity against COVID-19.</li> </ul> A recent study found that the Moderna COVID-19 vaccine produced twice as many antibodies in recipients as the Pfizer-BioNTech vaccine.</p><p><blockquote><ul><li>最近的一项研究发现，Moderna新冠肺炎疫苗比辉瑞-BioNTech疫苗产生更高的抗体水平。</li><li>这可能是由于其较高的mRNA含量和较长的剂量之间的等待期。</li><li>抗体测试并不能完全预测人体对新冠肺炎的免疫力。</li></ul>最近的一项研究发现，Moderna新冠肺炎疫苗在接受者体内产生的抗体是辉瑞-BioNTech疫苗的两倍。</blockquote></p><p> The August study, published in&nbsp;<i>JAMA</i>, compared the antibody levels of 1647 healthcare workers before and six to 10 weeks after vaccination. The researchers observed significantly higher antibody levels among the recipients of the Moderna vaccine compared to the recipients of the Pfizer-BioNTech vaccine.</p><p><blockquote>八月的研究发表在<i>贾马</i>，比较了1647名医护人员在接种疫苗前和接种后6至10周的抗体水平。研究人员观察到，与辉瑞-BioNTech疫苗的接受者相比，Moderna疫苗的接受者的抗体水平明显更高。</blockquote></p><p> Among all the participants who had a previous COVID-19 infection, those who were vaccinated with the Moderna vaccine still carried more antibodies.</p><p><blockquote>在所有先前感染过新冠病毒的参与者中，接种了Moderna疫苗的人仍然携带了更多的抗体。</blockquote></p><p> However, more research is needed to understand whether the difference in antibody levels leads to different levels of protection against the virus. Experts stress that testing for antibodies isn't the only way of measuring protection.</p><p><blockquote>然而，需要更多的研究来了解抗体水平的差异是否会导致对病毒的不同保护水平。专家强调，抗体检测并不是衡量保护的唯一方法。</blockquote></p><p> <b>Why Does Moderna Produce Higher Antibody Levels?</b></p><p><blockquote><b>为什么Moderna会产生更高的抗体水平？</b></blockquote></p><p> According to the authors of the study, the Moderna COVID-19 vaccine contains more mRNA and requires a longer waiting period than Pfizer-BioNTech, which may have played a role.</p><p><blockquote>根据该研究的作者，与辉瑞-BioNTech相比，Moderna新冠肺炎疫苗含有更多的mRNA，需要更长的等待时间，这可能起到了一定的作用。</blockquote></p><p> “It is also possible that the mRNA itself used in the Moderna vaccine may have led to this difference independent of the dose in the vaccine or the timing of the two shots,\"Richard Martinello, MD, Yale Medicine infectious diseases specialist and associate professor of medicine and pediatrics at the Yale School of Medicine, who was not involved in the study, tells Verywell.</p><p><blockquote>“也有可能是Moderna疫苗中使用的mRNA本身导致了这种差异，与疫苗的剂量或两次注射的时间无关，”耶鲁大学医学传染病专家兼副教授Richard Martinello医学博士告诉Verywell，他没有参与这项研究。</blockquote></p><p> The Moderna vaccine contains more mRNA within the vaccine compared to the Pfizer dosage. And doses are given 28 days apart, compared to 21 days for the Pfizer vaccine.</p><p><blockquote>与辉瑞剂量相比，Moderna疫苗在疫苗中含有更多的mRNA。接种间隔28天，而辉瑞疫苗为21天。</blockquote></p><p> Still, further research is needed to understand why Moderna produced more antibodies. Experts still aren't sure if varying antibody levels translate to a difference in protection against COVID-19.</p><p><blockquote>尽管如此，还需要进一步的研究来了解为什么Moderna会产生更多的抗体。专家们仍然不确定不同的抗体水平是否会转化为对COVID-19保护的差异。</blockquote></p><p> <b>Antibody Tests Don’t Tell the Whole Story</b></p><p><blockquote><b>抗体测试并不能说明全部情况</b></blockquote></p><p> The study has notable limitations since it focused solely on healthcare workers and did not include data on cellular immunity.</p><p><blockquote>这项研究有明显的局限性，因为它只关注医护人员，不包括细胞免疫的数据。</blockquote></p><p> “Antibody levels have been found to provide a good measure of one’s protection against infection,” Martinello says. “However, it is known that cellular immunity plays a key role in the protection against and response to COVID. This is much more difficult to measure so it is not a routine test available from clinical laboratories. Therefore, while it is possible that the Moderna vaccine may be found to be more protective than the Pfizer vaccine, that remains to be seen.”</p><p><blockquote>“已经发现抗体水平可以很好地衡量一个人对感染的保护，”马蒂内洛说。“然而，众所周知，细胞免疫在预防和应对COVID方面发挥着关键作用。这更难测量，因此它不是临床实验室可用的常规测试。因此，虽然Moderna疫苗可能会被发现比辉瑞疫苗更具保护性，但这还有待观察。”</blockquote></p><p> A May study found that antibody levels can be predictive of protection from COVID-19 infection, but the researchers acknowledged that it's important to study T cell and B cell memory responses as well.</p><p><blockquote>5月份的一项研究发现，抗体水平可以预测对COVID-19感染的保护，但研究人员承认，研究T细胞和B细胞记忆反应也很重要。</blockquote></p><p> Although antibody levels are much simpler and cheaper to measure, and higher levels are likely to be more protective, they’re not a good measure of the degree and/or duration of protection an individual has against COVID-19,Stanley H. Weiss, MD, professor of medicine at the Rutgers New Jersey Medical School and professor of biostatistics at the Rutgers School of Public Health, tells Verywell.</p><p><blockquote>罗格斯大学新泽西医学院医学教授和罗格斯大学公共卫生学院生物统计学教授Stanley H.Weiss医学博士告诉Verywell，虽然抗体水平的测量更简单、更便宜，而且更高的水平可能更具保护性，但它们并不能很好地衡量个人对新冠肺炎的保护程度和/或持续时间。</blockquote></p><p> Earlier this year, the Food and Drug Administration (FDA) issued guidance saying that antibody tests should not be used to assess COVID-19 immunity after vaccination.3Researchers say that antibody tests are valuable public health tools that have very little use for individuals, and should not influence personal decision-making.</p><p><blockquote>今年早些时候，美国食品药品监督管理局（FDA）发布指南称，抗体测试不应用于评估接种疫苗后的新冠肺炎免疫力。3研究人员表示，抗体测试是有价值的公共卫生工具，对个人用处不大，不应影响个人决策。</blockquote></p><p> “There is ample data showing that some persons without any detectable antibodies have good protection due to cellular immunity,” Weiss says. “There is also ample data of breakthrough infection among persons who have anti-Covid antibodies.”</p><p><blockquote>“有大量数据表明，一些没有任何可检测抗体的人由于细胞免疫而具有良好的保护作用，”韦斯说。“也有大量数据表明具有抗新冠抗体的人出现突破性感染。”</blockquote></p><p> A March study found that cellular immunity remains robust six months after natural infection even though antibodies against the virus may fall below detectable levels. The findings show promise that COVID-19 vaccines elicit a similar response in the body.</p><p><blockquote>三月份的一项研究发现，尽管针对病毒的抗体可能低于可检测水平，但自然感染后六个月细胞免疫力仍然很强。这些发现表明，新冠肺炎疫苗有望在体内引发类似的反应。</blockquote></p><p> “In an individual person for clinical purposes, and especially outside of a carefully designed research study, I recommend against antibody testing,” Weiss says. “Neither a positive nor negative result gives you definitive information. My recommendation is for a decision to be based on general clinical criteria, not on an antibody test.”</p><p><blockquote>“出于临床目的，尤其是在精心设计的研究之外，我建议不要对个人进行抗体测试，”韦斯说。“阳性或阴性结果都不能给你明确的信息。我的建议是根据一般临床标准做出决定，而不是根据抗体测试。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118676828","content_text":"Moderna stock jumped 4% in morning trading as a recent study found that the Moderna COVID-19 vaccine produces higher antibody levels than the Pfizer-BioNTech vaccine.\n\n\nA recent study found that the Moderna COVID-19 vaccine produces higher antibody levels than the Pfizer-BioNTech vaccine.\nThis is possibly due to its higher mRNA content and a longer waiting period between doses.\nAntibody tests are not entirely predictive of the body’s immunity against COVID-19.\n\nA recent study found that the Moderna COVID-19 vaccine produced twice as many antibodies in recipients as the Pfizer-BioNTech vaccine.\nThe August study, published in JAMA, compared the antibody levels of 1647 healthcare workers before and six to 10 weeks after vaccination. The researchers observed significantly higher antibody levels among the recipients of the Moderna vaccine compared to the recipients of the Pfizer-BioNTech vaccine.\nAmong all the participants who had a previous COVID-19 infection, those who were vaccinated with the Moderna vaccine still carried more antibodies.\nHowever, more research is needed to understand whether the difference in antibody levels leads to different levels of protection against the virus. Experts stress that testing for antibodies isn't the only way of measuring protection.\nWhy Does Moderna Produce Higher Antibody Levels?\nAccording to the authors of the study, the Moderna COVID-19 vaccine contains more mRNA and requires a longer waiting period than Pfizer-BioNTech, which may have played a role.\n“It is also possible that the mRNA itself used in the Moderna vaccine may have led to this difference independent of the dose in the vaccine or the timing of the two shots,\"Richard Martinello, MD, Yale Medicine infectious diseases specialist and associate professor of medicine and pediatrics at the Yale School of Medicine, who was not involved in the study, tells Verywell.\nThe Moderna vaccine contains more mRNA within the vaccine compared to the Pfizer dosage. And doses are given 28 days apart, compared to 21 days for the Pfizer vaccine.\nStill, further research is needed to understand why Moderna produced more antibodies. Experts still aren't sure if varying antibody levels translate to a difference in protection against COVID-19.\nAntibody Tests Don’t Tell the Whole Story\nThe study has notable limitations since it focused solely on healthcare workers and did not include data on cellular immunity.\n“Antibody levels have been found to provide a good measure of one’s protection against infection,” Martinello says. “However, it is known that cellular immunity plays a key role in the protection against and response to COVID. This is much more difficult to measure so it is not a routine test available from clinical laboratories. Therefore, while it is possible that the Moderna vaccine may be found to be more protective than the Pfizer vaccine, that remains to be seen.”\nA May study found that antibody levels can be predictive of protection from COVID-19 infection, but the researchers acknowledged that it's important to study T cell and B cell memory responses as well.\nAlthough antibody levels are much simpler and cheaper to measure, and higher levels are likely to be more protective, they’re not a good measure of the degree and/or duration of protection an individual has against COVID-19,Stanley H. Weiss, MD, professor of medicine at the Rutgers New Jersey Medical School and professor of biostatistics at the Rutgers School of Public Health, tells Verywell.\nEarlier this year, the Food and Drug Administration (FDA) issued guidance saying that antibody tests should not be used to assess COVID-19 immunity after vaccination.3Researchers say that antibody tests are valuable public health tools that have very little use for individuals, and should not influence personal decision-making.\n“There is ample data showing that some persons without any detectable antibodies have good protection due to cellular immunity,” Weiss says. “There is also ample data of breakthrough infection among persons who have anti-Covid antibodies.”\nA March study found that cellular immunity remains robust six months after natural infection even though antibodies against the virus may fall below detectable levels. The findings show promise that COVID-19 vaccines elicit a similar response in the body.\n“In an individual person for clinical purposes, and especially outside of a carefully designed research study, I recommend against antibody testing,” Weiss says. “Neither a positive nor negative result gives you definitive information. My recommendation is for a decision to be based on general clinical criteria, not on an antibody test.”","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812404201,"gmtCreate":1630598790403,"gmtModify":1631883945804,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>slow and steady","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>slow and steady","text":"$Moderna, Inc.(MRNA)$slow and steady","images":[{"img":"https://static.tigerbbs.com/82adecccdd7d88c6755771e597060e66","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812404201","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830507082,"gmtCreate":1629079401946,"gmtModify":1633687569373,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Please like. Thanks","listText":"Please like. Thanks","text":"Please like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830507082","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","kind":"news","pubTimestamp":1629067868,"share":"https://www.laohu8.com/m/news/1129589874?lang=zh_CN&edition=full","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday.&nbsp;Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局，零售商已准备好采取行动。沃尔玛和家得宝周二发布报告，劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点，然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a&nbsp;0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测，上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and&nbsp;Krispy Kreme&nbsp;on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and&nbsp;Lumentum Holdings&nbsp;all report.Applied Materials&nbsp;goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme，随后是繁忙的周三：Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩，Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics:&nbsp;The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标：周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数，以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the&nbsp;Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the&nbsp;Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三，美联储货币政策委员会公布了7月底上次会议的纪要。然后，世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and&nbsp;Clear Secure&nbsp;are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下，7月份的历史新高为43.0，当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry &amp; Associates,and&nbsp;La-Z-Boy&nbsp;report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&amp;Associates和La-Z-Boy在收盘后报告财务业绩，并将于第二天（8月18日）上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%，与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80，与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b>&nbsp;Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b>&nbsp;retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后，预计经季节调整后环比下降0.3%。不包括汽车在内，支出预计将增长0.2%，而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b>&nbsp;Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示，经季节调整后的新屋开工年率为161.0万套，低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发，<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后，LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-16 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday.&nbsp;Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局，零售商已准备好采取行动。沃尔玛和家得宝周二发布报告，劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点，然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a&nbsp;0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测，上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and&nbsp;Krispy Kreme&nbsp;on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and&nbsp;Lumentum Holdings&nbsp;all report.Applied Materials&nbsp;goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme，随后是繁忙的周三：Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩，Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics:&nbsp;The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标：周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数，以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the&nbsp;Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the&nbsp;Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三，美联储货币政策委员会公布了7月底上次会议的纪要。然后，世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and&nbsp;Clear Secure&nbsp;are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下，7月份的历史新高为43.0，当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry &amp; Associates,and&nbsp;La-Z-Boy&nbsp;report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&amp;Associates和La-Z-Boy在收盘后报告财务业绩，并将于第二天（8月18日）上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%，与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80，与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b>&nbsp;Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b>&nbsp;retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后，预计经季节调整后环比下降0.3%。不包括汽车在内，支出预计将增长0.2%，而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b>&nbsp;Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示，经季节调整后的新屋开工年率为161.0万套，低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发，<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后，LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","TME":"腾讯音乐",".DJI":"道琼斯","TGT":"塔吉特","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{".SPX":0.9,"TME":0.9,".IXIC":0.9,"TGT":0.9,"WMT":0.9,"NVDA":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836669151,"gmtCreate":1629476674673,"gmtModify":1633684542997,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836669151","repostId":"1107004225","repostType":4,"repost":{"id":"1107004225","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629473431,"share":"https://www.laohu8.com/m/news/1107004225?lang=zh_CN&edition=full","pubTime":"2021-08-20 23:30","market":"us","language":"en","title":"Why This Virgin Galactic Analyst Just Cut Their Price Target By Nearly 40%<blockquote>为什么这位维珍银河分析师刚刚将目标价下调近40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107004225","media":"Benzinga","summary":"Virgin Galactic Holdings Inc shares have come crashing back to Earth since the company successfully ","content":"<p><b><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a> </b><b>Holdings</b><b> Inc</b>&nbsp;shares have come crashing back to Earth since the company successfully completed a Unity 22 space flight back in July, and one analyst said Friday&nbsp;the stock will likely continue to struggle in the near-term.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a></b><b>控股</b><b>Inc</b>自该公司7月份成功完成Unity 22太空飞行以来，该公司股价暴跌，一位分析师周五表示，该股短期内可能会继续陷入困境。</blockquote></p><p> <b>The Virgin Galactic Analyst:</b>&nbsp;Bank of America analyst Ronald Epstein reiterated an Underperform rating on&nbsp;Virgin Galactic and cut the&nbsp;price target from $41 to $25.</p><p><blockquote><b>维珍银河分析师：</b>美国银行分析师Ronald Epstein重申了对维珍银河的跑输评级，并将目标价从41美元下调至25美元。</blockquote></p><p> <b>The Virgin Galactic Takeaways:</b>&nbsp;In his new note, Epstein said he was surprised and somewhat confused by Virgin’s recent announcement that it will begin planned maintenance plus enhancement for Mothership Eve in September after receiving a recommendation for the enhancements in July.</p><p><blockquote><b>维珍银河外卖：</b>爱泼斯坦在他的新报告中表示，维珍航空最近宣布，在7月份收到增强建议后，将于9月份开始对母舰Eve进行计划维护和增强，这让他感到惊讶和有些困惑。</blockquote></p><p> The planned improvements, which Virgin did not detail, will bump back the timeline for the company’s first commercial passenger flight from early 2022 to late in the third quarter of 2022.</p><p><blockquote>维珍航空没有详细说明计划中的改进将把该公司首次商业客运航班的时间表从2022年初推迟到2022年第三季度末。</blockquote></p><p> Epstein said it was particularly surprising that Virgin didn’t provide any technical details about the planned improvements and said the enhancements are still in the design phase.</p><p><blockquote>爱泼斯坦表示，尤其令人惊讶的是，维珍没有提供有关计划改进的任何技术细节，并表示这些改进仍处于设计阶段。</blockquote></p><p> For now, Epstein said he expects Virgin to focus on sub-orbital travel, which will bump back orbital travel further into the future. Epstein has pushed back his target date for Virgin orbital travel from 2028 to 2035 and is removing his 2035 target for high speed point-to-point travel.</p><p><blockquote>爱泼斯坦表示，目前，他预计维珍航空将专注于亚轨道旅行，这将在未来进一步阻碍轨道旅行。爱泼斯坦已将维珍轨道旅行的目标日期从2028年推迟到2035年，并取消了2035年高速点对点旅行的目标。</blockquote></p><p> In terms of upcoming stock catalysts, Epstein said the October 2021 lock-up expirations could pressure Virgin’s stock.</p><p><blockquote>就即将到来的股票催化剂而言，爱泼斯坦表示，2021年10月的禁售期可能会给维珍的股票带来压力。</blockquote></p><p> “We see short term downside pressure to the stock price as a) delayed commercialization results in lack of catalysts, b) the market stays attentive to the next equity raise, and c) the next lock-up period expires,” Epstein said.</p><p><blockquote>爱泼斯坦表示：“我们认为股价短期面临下行压力，因为a）商业化延迟导致缺乏催化剂，b）市场仍在关注下一次股权融资，以及c）下一次禁售期到期。”</blockquote></p><p> <b>Benzinga’s Take:</b>&nbsp;With Virgin generating a $644-million net loss on less than $300,000 in revenue in 2020, any delays in the path to a commercial launch are understandably concerning for investors.</p><p><blockquote><b>Benzinga的看法：</b>由于维珍航空在2020年的收入不到30万美元，净亏损6.44亿美元，商业推出之路的任何延误都可以理解投资者的担忧。</blockquote></p><p> If Epstein’s new targets are correct, it also appears that at least the next 14 years will be all about sub-orbital travel for Virgin.</p><p><blockquote>如果爱泼斯坦的新目标是正确的，那么对于维珍来说，至少未来14年将是亚轨道旅行的全部。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why This Virgin Galactic Analyst Just Cut Their Price Target By Nearly 40%<blockquote>为什么这位维珍银河分析师刚刚将目标价下调近40%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Virgin Galactic Analyst Just Cut Their Price Target By Nearly 40%<blockquote>为什么这位维珍银河分析师刚刚将目标价下调近40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-20 23:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a> </b><b>Holdings</b><b> Inc</b>&nbsp;shares have come crashing back to Earth since the company successfully completed a Unity 22 space flight back in July, and one analyst said Friday&nbsp;the stock will likely continue to struggle in the near-term.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a></b><b>控股</b><b>Inc</b>自该公司7月份成功完成Unity 22太空飞行以来，该公司股价暴跌，一位分析师周五表示，该股短期内可能会继续陷入困境。</blockquote></p><p> <b>The Virgin Galactic Analyst:</b>&nbsp;Bank of America analyst Ronald Epstein reiterated an Underperform rating on&nbsp;Virgin Galactic and cut the&nbsp;price target from $41 to $25.</p><p><blockquote><b>维珍银河分析师：</b>美国银行分析师Ronald Epstein重申了对维珍银河的跑输评级，并将目标价从41美元下调至25美元。</blockquote></p><p> <b>The Virgin Galactic Takeaways:</b>&nbsp;In his new note, Epstein said he was surprised and somewhat confused by Virgin’s recent announcement that it will begin planned maintenance plus enhancement for Mothership Eve in September after receiving a recommendation for the enhancements in July.</p><p><blockquote><b>维珍银河外卖：</b>爱泼斯坦在他的新报告中表示，维珍航空最近宣布，在7月份收到增强建议后，将于9月份开始对母舰Eve进行计划维护和增强，这让他感到惊讶和有些困惑。</blockquote></p><p> The planned improvements, which Virgin did not detail, will bump back the timeline for the company’s first commercial passenger flight from early 2022 to late in the third quarter of 2022.</p><p><blockquote>维珍航空没有详细说明计划中的改进将把该公司首次商业客运航班的时间表从2022年初推迟到2022年第三季度末。</blockquote></p><p> Epstein said it was particularly surprising that Virgin didn’t provide any technical details about the planned improvements and said the enhancements are still in the design phase.</p><p><blockquote>爱泼斯坦表示，尤其令人惊讶的是，维珍没有提供有关计划改进的任何技术细节，并表示这些改进仍处于设计阶段。</blockquote></p><p> For now, Epstein said he expects Virgin to focus on sub-orbital travel, which will bump back orbital travel further into the future. Epstein has pushed back his target date for Virgin orbital travel from 2028 to 2035 and is removing his 2035 target for high speed point-to-point travel.</p><p><blockquote>爱泼斯坦表示，目前，他预计维珍航空将专注于亚轨道旅行，这将在未来进一步阻碍轨道旅行。爱泼斯坦已将维珍轨道旅行的目标日期从2028年推迟到2035年，并取消了2035年高速点对点旅行的目标。</blockquote></p><p> In terms of upcoming stock catalysts, Epstein said the October 2021 lock-up expirations could pressure Virgin’s stock.</p><p><blockquote>就即将到来的股票催化剂而言，爱泼斯坦表示，2021年10月的禁售期可能会给维珍的股票带来压力。</blockquote></p><p> “We see short term downside pressure to the stock price as a) delayed commercialization results in lack of catalysts, b) the market stays attentive to the next equity raise, and c) the next lock-up period expires,” Epstein said.</p><p><blockquote>爱泼斯坦表示：“我们认为股价短期面临下行压力，因为a）商业化延迟导致缺乏催化剂，b）市场仍在关注下一次股权融资，以及c）下一次禁售期到期。”</blockquote></p><p> <b>Benzinga’s Take:</b>&nbsp;With Virgin generating a $644-million net loss on less than $300,000 in revenue in 2020, any delays in the path to a commercial launch are understandably concerning for investors.</p><p><blockquote><b>Benzinga的看法：</b>由于维珍航空在2020年的收入不到30万美元，净亏损6.44亿美元，商业推出之路的任何延误都可以理解投资者的担忧。</blockquote></p><p> If Epstein’s new targets are correct, it also appears that at least the next 14 years will be all about sub-orbital travel for Virgin.</p><p><blockquote>如果爱泼斯坦的新目标是正确的，那么对于维珍来说，至少未来14年将是亚轨道旅行的全部。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107004225","content_text":"Virgin Galactic Holdings Inc shares have come crashing back to Earth since the company successfully completed a Unity 22 space flight back in July, and one analyst said Friday the stock will likely continue to struggle in the near-term.\nThe Virgin Galactic Analyst: Bank of America analyst Ronald Epstein reiterated an Underperform rating on Virgin Galactic and cut the price target from $41 to $25.\nThe Virgin Galactic Takeaways: In his new note, Epstein said he was surprised and somewhat confused by Virgin’s recent announcement that it will begin planned maintenance plus enhancement for Mothership Eve in September after receiving a recommendation for the enhancements in July.\nThe planned improvements, which Virgin did not detail, will bump back the timeline for the company’s first commercial passenger flight from early 2022 to late in the third quarter of 2022.\nEpstein said it was particularly surprising that Virgin didn’t provide any technical details about the planned improvements and said the enhancements are still in the design phase.\nFor now, Epstein said he expects Virgin to focus on sub-orbital travel, which will bump back orbital travel further into the future. Epstein has pushed back his target date for Virgin orbital travel from 2028 to 2035 and is removing his 2035 target for high speed point-to-point travel.\nIn terms of upcoming stock catalysts, Epstein said the October 2021 lock-up expirations could pressure Virgin’s stock.\n“We see short term downside pressure to the stock price as a) delayed commercialization results in lack of catalysts, b) the market stays attentive to the next equity raise, and c) the next lock-up period expires,” Epstein said.\nBenzinga’s Take: With Virgin generating a $644-million net loss on less than $300,000 in revenue in 2020, any delays in the path to a commercial launch are understandably concerning for investors.\nIf Epstein’s new targets are correct, it also appears that at least the next 14 years will be all about sub-orbital travel for Virgin.","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":828816415,"gmtCreate":1633883709744,"gmtModify":1633883709831,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>800 Soon","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>800 Soon","text":"$Tesla Motors(TSLA)$800 Soon","images":[{"img":"https://static.tigerbbs.com/62c7953d5b6e0d4bb6ab09930b086f89","width":"1080","height":"3255"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828816415","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":884229753,"gmtCreate":1631895493072,"gmtModify":1632805482989,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884229753","repostId":"2168885573","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812407154,"gmtCreate":1630598842278,"gmtModify":1631892087553,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812407154","repostId":"1120282798","repostType":4,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805911949,"gmtCreate":1627834581481,"gmtModify":1633756049664,"author":{"id":"3579001256990264","authorId":"3579001256990264","name":"Mr Charles","avatar":"https://static.tigerbbs.com/7d164cdc2990dfc0f20ee4ab34dd84b7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579001256990264","idStr":"3579001256990264"},"themes":[],"htmlText":"Noted with thanks","listText":"Noted with thanks","text":"Noted with thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805911949","repostId":"1142925544","repostType":4,"repost":{"id":"1142925544","kind":"news","pubTimestamp":1627787240,"share":"https://www.laohu8.com/m/news/1142925544?lang=zh_CN&edition=full","pubTime":"2021-08-01 11:07","market":"us","language":"en","title":"Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者当心！股市正在进入今年最危险的时期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142925544","media":"Barron's","summary":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970","content":"<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p><p><blockquote>“是的，现在是夏天，我一年中的这个时候，”乐队唱着20世纪70年代的金色老歌《夏天》，回忆着在海滩或烧烤时的愉快时光。没有必要提醒当时的任何人干旱、野火或新冠肺炎激增，这些都是今年潮湿季节的不幸特征。</blockquote></p><p> But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p><p><blockquote>但根据美国银行分析师斯蒂芬·萨特迈尔(Stephen Suttmeier)汇编的1928年以来的数据，8月的到来也意味着股市将进入历史上一年中最危险的时期。他发现标准普尔500指数在8月、9月和10月的平均回报率为0.03%，这是大盘股基准今年最糟糕的三个月。事实上，它们构成了唯一平均亏损的三个月期间。</blockquote></p><p> August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p><p><blockquote>他在一份研究报告中补充道，八月实际上是一年中最好和最差的月份。7月份标普500的平均回报率为1.58%，其中59.1%的时间为正，而9月份的平均回报率为负1.03%，只有不到一半的时间（即45%）出现在正栏中。</blockquote></p><p> This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p><p><blockquote>今年7月的表现甚至好于正常水平，标普500上涨了2.27%。根据道琼斯统计专家的数据，这也是该指数连续第六个月上涨，这是自2018年9月以来最长的连续上涨。在此期间，其累计预付款为18.34%。</blockquote></p><p> August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p><p><blockquote>8月份的记录介于两者之间，平均标普500回报率为0.70%，58.1%的时间为积极结果，标志着从“夏季暴跌”到“秋季暴跌”的转变。</blockquote></p><p> Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p><p><blockquote>Suttmeier发现，毫不奇怪，8月至10月期间的落后回报伴随着波动性的上升。根据1992年以来的记录，芝加哥期权交易所波动率指数(VIX)在4月至7月期间波动性相对较低后，在这几个月经常出现飙升。</blockquote></p><p> Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p><p><blockquote>过去不一定是序幕，但如果是，如果股市确实经历了典型的季节性艰难时期，Robinhood Markets（股票代码：HOOD）首次公开募股的时机可能会被证明是有利的。这家在线经纪商的假定使命是向据称被老牌机构忽视的新手开放投资，周四以38美元的价格出售了5500万股股票。在这个过程中，它为所有参与IPO的人提供了宝贵的一课：低买高卖。</blockquote></p><p> The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p><p><blockquote>该公司显然满足了后一项要求，高价出售其股票，尽管它们的定价处于预期38美元至42美元范围的低端。尽管周五有所回升，但其价格在首日交易中下跌了8.4%。截至本周末，持有Robinhood IPO的买家数量下降了7.5%。</blockquote></p><p> Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p><p><blockquote>卖出高价的人包括该公司的联合创始人、首席执行官弗拉基米尔·特涅夫(Vladimir Tenev)和首席创意官白菊·巴特(Baiju Bhatt)，他们在IPO中每人抛售了125万股。正如我杰出的前任艾伦·阿贝尔森（Alan Abelson）喜欢观察的那样，卖出股票有很多很好的理由，但期望它上涨并不是其中之一。考虑到富有的所有者有能力通过廉价借贷将其资产货币化，并且无需缴纳资本利得税，这一点从未像现在这样真实。</blockquote></p><p> To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p><p><blockquote>可以肯定的是，特涅夫和巴特仍然在罗宾汉拥有大量股份。正如我们的同事Avi Salzman报道的那样，按首次发行价计算，这些股票价值25亿美元，Tenev和Bhatt保留了投票权。如果股价达到300美元，或者接近众所周知的十倍，两人还可以获得Tenev价值高达67亿美元的股票奖励，Bhatt价值40亿美元的股票奖励。</blockquote></p><p> But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p><p><blockquote>但为了打击收入不平等，这对潜在的亿万富翁夫妇象征性地减薪至34,248美元，这是美国工人的平均年薪。正如喜剧演员雅科夫·斯米尔诺夫喜欢说的：“多好的国家啊！”</blockquote></p><p> How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p><p><blockquote>这些工人的状况将成为定于本周五发布的月度就业报告的主题。</blockquote></p><p> Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p><p><blockquote>经济学家对非农就业人数的预测约为90万人。杰富瑞(Jefferies)经济学家Aneta Markowska和Thomas Simons估计，增幅可能会突破期待已久的100万大关；他们预测有120万。</blockquote></p><p> Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p><p><blockquote>Markowska和Simons认为，一些州补充失业救济金的到期将增加劳动力供应，尽管这是一个有重大争议的问题。（有关就业市场的更多信息，请参阅本周的封面故事。）</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者当心！股市正在进入今年最危险的时期</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\">\nInvestors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者当心！股市正在进入今年最危险的时期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-08-01 11:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p><p><blockquote>“是的，现在是夏天，我一年中的这个时候，”乐队唱着20世纪70年代的金色老歌《夏天》，回忆着在海滩或烧烤时的愉快时光。没有必要提醒当时的任何人干旱、野火或新冠肺炎激增，这些都是今年潮湿季节的不幸特征。</blockquote></p><p> But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p><p><blockquote>但根据美国银行分析师斯蒂芬·萨特迈尔(Stephen Suttmeier)汇编的1928年以来的数据，8月的到来也意味着股市将进入历史上一年中最危险的时期。他发现标准普尔500指数在8月、9月和10月的平均回报率为0.03%，这是大盘股基准今年最糟糕的三个月。事实上，它们构成了唯一平均亏损的三个月期间。</blockquote></p><p> August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p><p><blockquote>他在一份研究报告中补充道，八月实际上是一年中最好和最差的月份。7月份标普500的平均回报率为1.58%，其中59.1%的时间为正，而9月份的平均回报率为负1.03%，只有不到一半的时间（即45%）出现在正栏中。</blockquote></p><p> This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p><p><blockquote>今年7月的表现甚至好于正常水平，标普500上涨了2.27%。根据道琼斯统计专家的数据，这也是该指数连续第六个月上涨，这是自2018年9月以来最长的连续上涨。在此期间，其累计预付款为18.34%。</blockquote></p><p> August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p><p><blockquote>8月份的记录介于两者之间，平均标普500回报率为0.70%，58.1%的时间为积极结果，标志着从“夏季暴跌”到“秋季暴跌”的转变。</blockquote></p><p> Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p><p><blockquote>Suttmeier发现，毫不奇怪，8月至10月期间的落后回报伴随着波动性的上升。根据1992年以来的记录，芝加哥期权交易所波动率指数(VIX)在4月至7月期间波动性相对较低后，在这几个月经常出现飙升。</blockquote></p><p> Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p><p><blockquote>过去不一定是序幕，但如果是，如果股市确实经历了典型的季节性艰难时期，Robinhood Markets（股票代码：HOOD）首次公开募股的时机可能会被证明是有利的。这家在线经纪商的假定使命是向据称被老牌机构忽视的新手开放投资，周四以38美元的价格出售了5500万股股票。在这个过程中，它为所有参与IPO的人提供了宝贵的一课：低买高卖。</blockquote></p><p> The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p><p><blockquote>该公司显然满足了后一项要求，高价出售其股票，尽管它们的定价处于预期38美元至42美元范围的低端。尽管周五有所回升，但其价格在首日交易中下跌了8.4%。截至本周末，持有Robinhood IPO的买家数量下降了7.5%。</blockquote></p><p> Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p><p><blockquote>卖出高价的人包括该公司的联合创始人、首席执行官弗拉基米尔·特涅夫(Vladimir Tenev)和首席创意官白菊·巴特(Baiju Bhatt)，他们在IPO中每人抛售了125万股。正如我杰出的前任艾伦·阿贝尔森（Alan Abelson）喜欢观察的那样，卖出股票有很多很好的理由，但期望它上涨并不是其中之一。考虑到富有的所有者有能力通过廉价借贷将其资产货币化，并且无需缴纳资本利得税，这一点从未像现在这样真实。</blockquote></p><p> To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p><p><blockquote>可以肯定的是，特涅夫和巴特仍然在罗宾汉拥有大量股份。正如我们的同事Avi Salzman报道的那样，按首次发行价计算，这些股票价值25亿美元，Tenev和Bhatt保留了投票权。如果股价达到300美元，或者接近众所周知的十倍，两人还可以获得Tenev价值高达67亿美元的股票奖励，Bhatt价值40亿美元的股票奖励。</blockquote></p><p> But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p><p><blockquote>但为了打击收入不平等，这对潜在的亿万富翁夫妇象征性地减薪至34,248美元，这是美国工人的平均年薪。正如喜剧演员雅科夫·斯米尔诺夫喜欢说的：“多好的国家啊！”</blockquote></p><p> How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p><p><blockquote>这些工人的状况将成为定于本周五发布的月度就业报告的主题。</blockquote></p><p> Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p><p><blockquote>经济学家对非农就业人数的预测约为90万人。杰富瑞(Jefferies)经济学家Aneta Markowska和Thomas Simons估计，增幅可能会突破期待已久的100万大关；他们预测有120万。</blockquote></p><p> Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p><p><blockquote>Markowska和Simons认为，一些州补充失业救济金的到期将增加劳动力供应，尽管这是一个有重大争议的问题。（有关就业市场的更多信息，请参阅本周的封面故事。）</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142925544","content_text":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.\nBut the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.\nAugust actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.\nThis July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.\nAugust’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”\nNot surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.\nPast isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.\nThe company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.\nAmong those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.\nTo be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.\nBut in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”\nHow those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.\nEconomists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.\nMarkowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}