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MamaLee

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2021-06-05

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U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>未来一周的美国IPO：多元化的8次IPO中的数字支付、心理健康服务等</blockquote>

2021-06-24

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2021-06-22

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2021-06-13

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2021-05-16

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What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy<blockquote>迪士尼、爱彼迎和DoorDash的业绩揭示了大流行后经济的哪些信息</blockquote>

2021-05-14

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2021-05-12

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2021-12-12

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2021-07-15

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2021-06-20

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height=\"auto\"></p><p><blockquote>电动汽车股早盘下跌，特斯拉跌超4%，Li、通用、福特跌约3%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling around 3%<blockquote>电动汽车股早盘下滑，特斯拉跌超4%，Li、通用、福特跌3%左右</blockquote></title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: 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smaller\">2021-12-13 23:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling around 3%.<img src=\"https://static.tigerbbs.com/339c507942577109dbbbb0437dd2eb2d\" tg-width=\"537\" tg-height=\"197\" width=\"100%\" height=\"auto\"></p><p><blockquote>电动汽车股早盘下跌，特斯拉跌超4%，Li、通用、福特跌约3%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","LI":"理想汽车","GM":"通用汽车","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125628300","content_text":"EV stocks slid in morning trading, with Tesla falling over 4%,and Li,General motors,Ford falling around 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09:36","market":"us","language":"en","title":"Who Cares If Chamath Palihapitiya Sold SOFI Stock?<blockquote>谁在乎Chamath Palihapitiya是否出售SOFI股票？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130325691","media":"InvestorPlace","summary":"SOFI stock is at $18 now, but in the long term it's $30 or bust","content":"<p><div> InvestorPlace’s Joel Baglole recently discussed venture capitalist Chamath Palihapitiya’s sale of 15% of his holdings in SoFi Technologies(NASDAQ:SOFI) stock. The news, which put pressure on SOFI ...</p><p><blockquote><div>InvestorPlace的Joel Baglole最近讨论了风险投资家Chamath Palihapitiya出售其持有的SoFi Technologies（纳斯达克股票代码：SOFI）15%的股票。这一消息给SOFI带来了压力...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/who-cares-if-chamath-palihapitiya-sold-sofi-stock/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/who-cares-if-chamath-palihapitiya-sold-sofi-stock/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who Cares If Chamath Palihapitiya Sold SOFI Stock?<blockquote>谁在乎Chamath Palihapitiya是否出售SOFI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\">\nWho Cares If Chamath Palihapitiya Sold SOFI Stock?<blockquote>谁在乎Chamath Palihapitiya是否出售SOFI股票？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-25 09:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> InvestorPlace’s Joel Baglole recently discussed venture capitalist Chamath Palihapitiya’s sale of 15% of his holdings in SoFi Technologies(NASDAQ:SOFI) stock. The news, which put pressure on SOFI ...</p><p><blockquote><div>InvestorPlace的Joel Baglole最近讨论了风险投资家Chamath Palihapitiya出售其持有的SoFi Technologies（纳斯达克股票代码：SOFI）15%的股票。这一消息给SOFI带来了压力...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/11/who-cares-if-chamath-palihapitiya-sold-sofi-stock/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/who-cares-if-chamath-palihapitiya-sold-sofi-stock/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/11/who-cares-if-chamath-palihapitiya-sold-sofi-stock/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2021/11/who-cares-if-chamath-palihapitiya-sold-sofi-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130325691","content_text":"InvestorPlace’s Joel Baglole recently discussed venture capitalist Chamath Palihapitiya’s sale of 15% of his holdings in SoFi Technologies(NASDAQ:SOFI) stock.\nThe news, which put pressure on SOFI stock, should matter little to anyone else investing in SoFi.\nHere’s why.\nSOFI Stock Is One of Many Investments\nAnyone who follows special purpose acquisition companies knows that SPACs aren’t necessarily meant to be significant investments – although they can be – for the sponsors of the SPAC. Instead, the sponsors are there to attract other investors and find a suitable business to merge with, so they can put the cash raised to work.\nIn the case of SoFi,it merged with Social Capital Hedosophia Holdings Corp. V, on May 28.SCH Sponsor V LLC, the partnership between Social Capital, Palihapitiya’s venture capital firm, and Hedosophia, Ian Osborne’s investment firm, raised $300 million in October 2020 to put into play.\nWhen Social Capital Hedosophia announced the merger in January, its presentation stated that Social Capital Hedosophia, the sponsor, would own 2.3% of the merged entity. However, in the PIPE (private investment in public equity) noted on page 49 of its presentation, Social Capital and Hedosophia invested $275 million, good for another 3.2% [$275M/1.225B multiplied by 14.2%].\nAt the time of the merger, SoFi’s shareholders owned 74.2% of the company. It’s those shareholders that investors ought to be more concerned about.\nSome of the Other Selling Stockholders\nIf you look at the Nov. 15 supplement to its prospectus, you will see that several insiders were selling stock totaling 50 million shares in a secondary offering. Of those 50 million,ChaChaCha SPAC 5 LLC, an entity controlled by Palihapitiya, sold 5.36 million shares in the offering, reducing its stake to 28.68 million, or 3.6% of the company.\nSoftBank Group(OTCMKTS:SFTBY), on the other hand, is selling 22.51 million shares, reducing its stake from 14.6% to 11.8%. However, it is still SoFi’s largest shareholder, owning more than 3x as many shares as Palihapitiya.\nSoftBank first invested in SoFi in the company’s Series E funding in September 2015.\n“SoftBank seeks to invest in large industries or geographies that are ripe for change,” said Nikesh Arora, president & COO of SoftBank Group in its September 2015 press release. “This investment gives SoftBank exposure to the financial services sector, which is one of the largest and most important industries in the world. SoFi is clearly a game changer in the fintech space.”\nSo, the fact that SoftBank is selling some of its shares after more than five years of holding them should also be of little concern to investors. SoftBank isn’t in the business of permanent holdings.\nWhat’s Important for Investors\nThe secondary sale of SOFI stock pushed its shares lower by 12% “of its peak, according toInvestorPlace’sMark Hake. However, he believes the dip warrants a buying opportunity.\nHake believes that SOFI stock is worth $25 or possibly more. Currently it trades at $18.\n“Analysts on Wall Street are still quite positive on SOFI stock. For example, six Wall Street buy-side analysts that have written on the stock in the last 3 months have an average price target of $26.33, according to TipRanks. That represents a potential upside of over 29% for SOFI stock,” Hake wrote on Nov. 20.\nSOFI stock had traded above $20 since the end of October, but well off its 52-week highs.\nIn early November, I suggested that several fintechs were going public was an indication that it might be a good time to buy SOFI stock. While November hasn’t worked out as I’d hoped for SoFi, I continue to believe that the fintech disruptor will move higher over the final days of 2021 and the early part of 2022.\nThe company reported Q3 2021 results that included a 35.5% increase in revenue over last year. In addition, it hit a membership total of 2.9 million, 96% higher year-over-year, thanks to the introduction of new products such as SoFi Invest.\nSoFi will continue to launch products that meet the needs of its customer base, now almost 3 million strong.\nI continue to like SoFi stock as a long-term financial services hold.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871726385,"gmtCreate":1637114541327,"gmtModify":1637114761719,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871726385","repostId":"1152102797","repostType":4,"isVote":1,"tweetType":1,"viewCount":4846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873510497,"gmtCreate":1636959313816,"gmtModify":1636959313942,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873510497","repostId":"1193066092","repostType":4,"repost":{"id":"1193066092","kind":"news","pubTimestamp":1636958608,"share":"https://www.laohu8.com/m/news/1193066092?lang=zh_CN&edition=full","pubTime":"2021-11-15 14:43","market":"us","language":"en","title":"Wall Street dancing to real yield tune amid inflation mood music: McGeever<blockquote>麦吉弗：华尔街在通胀情绪音乐中与实际收益率共舞</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193066092","media":"Reuters","summary":"The specter of higher inflation, interest rates and bond yields usually spells trouble for stocks. B","content":"<p>The specter of higher inflation, interest rates and bond yields usually spells trouble for stocks. But Wall Street continues to scale new peaks, driven by the increasingly entrenched phenomenon of sub-zero real yields.</p><p><blockquote>通胀、利率和债券收益率上升的幽灵通常会给股市带来麻烦。但在实际收益率低于零的现象日益根深蒂固的推动下，华尔街继续创下新高。</blockquote></p><p> The inverse relationship between the fall in U.S. Treasury Inflation-Protected Securities' 'real' yields to record lows and major U.S. equity indexes grinding to new highs has strengthened substantially in the last six months.</p><p><blockquote>过去六个月，美国国债通胀保值证券的“实际”收益率跌至历史低点与美国主要股指创下新高之间的反比关系大幅加强。</blockquote></p><p> It has been one of the few constants as Wall Street has hurdled several obstacles it might normally stumble on: historically high inflation and inflation expectations; the Fed tapering and preparing to raise rates; spiking bond market volatility; flattening and even inverted yield curves.</p><p><blockquote>这是为数不多的常数之一，因为华尔街已经克服了通常可能会遇到的几个障碍：历史高位的通胀和通胀预期；美联储缩减规模并准备加息；债券市场波动加剧；收益率曲线变平甚至倒挂。</blockquote></p><p> Long-held priors about these relationships are being questioned, and the stakes could not be higher: U.S. inflation is the hottest in over 30 years, the Fed still thinks it is \"transitory\", but pressure on policymakers is intensifying.</p><p><blockquote>关于这些关系的长期先例正在受到质疑，风险再高不过了：美国通胀是30多年来最热的，美联储仍然认为这是“暂时的”，但政策制定者面临的压力正在加剧。</blockquote></p><p> There are bumps in the road, but equity markets march on. Low long-term bond yields lower the discount rate that's used to value companies' future cash flows in today's stock price - any backup in the discount rate redraws the map for equity along with the damage from related tightening of credit.</p><p><blockquote>道路上有坎坷，但股市仍在继续前进。较低的长期债券收益率降低了当今股价中用于评估公司未来现金流的贴现率——贴现率的任何支持都会重新绘制股权地图以及相关信贷紧缩造成的损害。</blockquote></p><p> While real yields may push back higher as central banks prepare to tighten, few see them turning positive for a long time.</p><p><blockquote>尽管随着各国央行准备收紧政策，实际收益率可能会推高，但很少有人认为它们会在很长一段时间内转为正值。</blockquote></p><p> Gargi Chaudhuri, head of iShares investment strategy at Blackrock, says we are in a \"new environment\" in which the old assumptions that rising interest rates and nominal bond yields are bad for equities has to be challenged.</p><p><blockquote>贝莱德iShares投资策略主管Gargi Chaudhuri表示，我们正处于一个“新环境”，在这个环境中，利率和名义债券收益率上升对股市不利的旧假设必须受到挑战。</blockquote></p><p> \"More importantly for equities, real yields will become a problem if they enter restrictive territory,\" she says, adding that this is unlikely to happen for two to three years.</p><p><blockquote>她表示：“对股市来说更重要的是，如果股市进入限制性区域，实际收益率将成为一个问题。”她补充说，这种情况在两到三年内不太可能发生。</blockquote></p><p> Meghan Swiber, rates strategist at Bank of America, reckons 10-year real yields could remain negative for around 10 years. Analysts at Morgan Stanley published a similar forecast earlier this year.</p><p><blockquote>美国银行利率策略师Meghan Swiber认为，10年期实际收益率可能会在10年内保持负值。摩根士丹利的分析师今年早些时候也发表了类似的预测。</blockquote></p><p> FADE AWAY</p><p><blockquote>逐渐消失</blockquote></p><p> Inflation-adjusted yields on TIPS have diverged from yields on conventional Treasury bonds in recent months. The difference between the two, the 'breakeven' rate and a closely-watched measure of inflation expectations, has risen sharply.</p><p><blockquote>近几个月来，经通胀调整的TIPS收益率与传统国债收益率出现分化。“盈亏平衡”率和备受关注的通胀预期指标两者之间的差异大幅上升。</blockquote></p><p> The fall in real yields is in some ways unsurprising, given the scramble from investors for inflation protection. In fixed income, TIPS and related investment vehicles such as TIPS exchange-traded funds, are in huge demand.</p><p><blockquote>考虑到投资者对通胀保护的争夺，实际收益率的下降在某些方面并不令人意外。在固定收益领域，TIPS和相关投资工具（例如TIPS交易所交易基金）的需求巨大。</blockquote></p><p> The 10-year U.S. TIPS yield has been deeply negative all year. After a notable rise at the end of the first quarter, it has slumped back, hitting a new low of -1.24% this week. Although still low by historical standards, the nominal 10-year yield has risen 65 basis points this year.</p><p><blockquote>美国10年期TIPS收益率全年均为负值。在一季度末明显上涨后，有所回落，本周创下-1.24%的新低。尽管以历史标准衡量仍处于低位，但10年期名义收益率今年已上涨65个基点。</blockquote></p><p> Strategists at Blackrock and Bank of America both say demand for TIPS ETFs has been \"incredible\", from investors wanting a short-term inflation hedge and others adding inflation protection into their longer-term asset allocation strategy.</p><p><blockquote>贝莱德和美国银行的策略师都表示，对TIPS ETF的需求“令人难以置信”，投资者希望进行短期通胀对冲，而其他人则将通胀保护纳入其长期资产配置策略。</blockquote></p><p> To the extent that real rates stay negative, growth remains above trend, consumer spending holds up and companies are able to pass on higher costs to their customers, equities could continue to perform reasonably well.</p><p><blockquote>如果实际利率保持为负、经济增长仍高于趋势水平、消费者支出保持稳定以及企业能够将更高的成本转嫁给客户，股市可能会继续表现相当好。</blockquote></p><p> The S&amp;P 500 has made 65 new all-time highs in calendar year 2021, the second most ever and only 12 away from the record of 77 set in 1995.</p><p><blockquote>标普500在2021日历年创下了65项历史新高，是有史以来第二多的，距离1995年创下的77项纪录仅差12项。</blockquote></p><p> Third quarter earnings were solid: 80% of S&amp;P 500 companies beat forecasts, with that rising to 93% for the tech sector. Valuations are still high, but don't appear to be prohibitively so just yet.</p><p><blockquote>第三季度盈利稳健：80%的标普500公司超出预期，其中科技行业这一比例上升至93%。估值仍然很高，但似乎还没有高得令人望而却步。</blockquote></p><p> Markets may be entering a critical period though if the Fed struggles to convince investors - and even itself - that it can wait until its taper schedule is over around the middle of next year before raising rates.</p><p><blockquote>不过，如果美联储努力让投资者——甚至是自己——相信可以等到明年年中左右缩减计划结束后再加息，市场可能会进入一个关键时期。</blockquote></p><p> And TIPS are expensive. Can real yields really go any more negative? Maybe, if Britain is any guide. The 10-year inflation-linked gilt yield is below -3.0% and has been sub-zero for a decade.</p><p><blockquote>而且小费很贵。实际收益率真的会变得更负吗？也许吧，如果英国是一个向导的话。与通胀挂钩的10年期英国国债收益率低于-3.0%，十年来一直低于零。</blockquote></p><p> Oliver Allen, markets economist at Capital Economics, believes real yields' sway over Wall Street will gradually fade as elevated inflation forces the Fed to tighten policy in real terms.</p><p><blockquote>凯投宏观(Capital Economics)市场经济学家奥利弗·艾伦(Oliver Allen)认为，随着通胀上升迫使美联储收紧实际政策，实际收益率对华尔街的影响力将逐渐减弱。</blockquote></p><p> \"The tailwind of falling real yields turning into a modest headwind is one reason why we think U.S. equities will struggle to make gains over the next couple of years,\" Allen says.</p><p><blockquote>艾伦表示：“实际收益率下降的顺风变成了温和的阻力，这是我们认为美国股市在未来几年将难以上涨的原因之一。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street dancing to real yield tune amid inflation mood music: McGeever<blockquote>麦吉弗：华尔街在通胀情绪音乐中与实际收益率共舞</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\">\nWall Street dancing to real yield tune amid inflation mood music: McGeever<blockquote>麦吉弗：华尔街在通胀情绪音乐中与实际收益率共舞</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-15 14:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The specter of higher inflation, interest rates and bond yields usually spells trouble for stocks. But Wall Street continues to scale new peaks, driven by the increasingly entrenched phenomenon of sub-zero real yields.</p><p><blockquote>通胀、利率和债券收益率上升的幽灵通常会给股市带来麻烦。但在实际收益率低于零的现象日益根深蒂固的推动下，华尔街继续创下新高。</blockquote></p><p> The inverse relationship between the fall in U.S. Treasury Inflation-Protected Securities' 'real' yields to record lows and major U.S. equity indexes grinding to new highs has strengthened substantially in the last six months.</p><p><blockquote>过去六个月，美国国债通胀保值证券的“实际”收益率跌至历史低点与美国主要股指创下新高之间的反比关系大幅加强。</blockquote></p><p> It has been one of the few constants as Wall Street has hurdled several obstacles it might normally stumble on: historically high inflation and inflation expectations; the Fed tapering and preparing to raise rates; spiking bond market volatility; flattening and even inverted yield curves.</p><p><blockquote>这是为数不多的常数之一，因为华尔街已经克服了通常可能会遇到的几个障碍：历史高位的通胀和通胀预期；美联储缩减规模并准备加息；债券市场波动加剧；收益率曲线变平甚至倒挂。</blockquote></p><p> Long-held priors about these relationships are being questioned, and the stakes could not be higher: U.S. inflation is the hottest in over 30 years, the Fed still thinks it is \"transitory\", but pressure on policymakers is intensifying.</p><p><blockquote>关于这些关系的长期先例正在受到质疑，风险再高不过了：美国通胀是30多年来最热的，美联储仍然认为这是“暂时的”，但政策制定者面临的压力正在加剧。</blockquote></p><p> There are bumps in the road, but equity markets march on. Low long-term bond yields lower the discount rate that's used to value companies' future cash flows in today's stock price - any backup in the discount rate redraws the map for equity along with the damage from related tightening of credit.</p><p><blockquote>道路上有坎坷，但股市仍在继续前进。较低的长期债券收益率降低了当今股价中用于评估公司未来现金流的贴现率——贴现率的任何支持都会重新绘制股权地图以及相关信贷紧缩造成的损害。</blockquote></p><p> While real yields may push back higher as central banks prepare to tighten, few see them turning positive for a long time.</p><p><blockquote>尽管随着各国央行准备收紧政策，实际收益率可能会推高，但很少有人认为它们会在很长一段时间内转为正值。</blockquote></p><p> Gargi Chaudhuri, head of iShares investment strategy at Blackrock, says we are in a \"new environment\" in which the old assumptions that rising interest rates and nominal bond yields are bad for equities has to be challenged.</p><p><blockquote>贝莱德iShares投资策略主管Gargi Chaudhuri表示，我们正处于一个“新环境”，在这个环境中，利率和名义债券收益率上升对股市不利的旧假设必须受到挑战。</blockquote></p><p> \"More importantly for equities, real yields will become a problem if they enter restrictive territory,\" she says, adding that this is unlikely to happen for two to three years.</p><p><blockquote>她表示：“对股市来说更重要的是，如果股市进入限制性区域，实际收益率将成为一个问题。”她补充说，这种情况在两到三年内不太可能发生。</blockquote></p><p> Meghan Swiber, rates strategist at Bank of America, reckons 10-year real yields could remain negative for around 10 years. Analysts at Morgan Stanley published a similar forecast earlier this year.</p><p><blockquote>美国银行利率策略师Meghan Swiber认为，10年期实际收益率可能会在10年内保持负值。摩根士丹利的分析师今年早些时候也发表了类似的预测。</blockquote></p><p> FADE AWAY</p><p><blockquote>逐渐消失</blockquote></p><p> Inflation-adjusted yields on TIPS have diverged from yields on conventional Treasury bonds in recent months. The difference between the two, the 'breakeven' rate and a closely-watched measure of inflation expectations, has risen sharply.</p><p><blockquote>近几个月来，经通胀调整的TIPS收益率与传统国债收益率出现分化。“盈亏平衡”率和备受关注的通胀预期指标两者之间的差异大幅上升。</blockquote></p><p> The fall in real yields is in some ways unsurprising, given the scramble from investors for inflation protection. In fixed income, TIPS and related investment vehicles such as TIPS exchange-traded funds, are in huge demand.</p><p><blockquote>考虑到投资者对通胀保护的争夺，实际收益率的下降在某些方面并不令人意外。在固定收益领域，TIPS和相关投资工具（例如TIPS交易所交易基金）的需求巨大。</blockquote></p><p> The 10-year U.S. TIPS yield has been deeply negative all year. After a notable rise at the end of the first quarter, it has slumped back, hitting a new low of -1.24% this week. Although still low by historical standards, the nominal 10-year yield has risen 65 basis points this year.</p><p><blockquote>美国10年期TIPS收益率全年均为负值。在一季度末明显上涨后，有所回落，本周创下-1.24%的新低。尽管以历史标准衡量仍处于低位，但10年期名义收益率今年已上涨65个基点。</blockquote></p><p> Strategists at Blackrock and Bank of America both say demand for TIPS ETFs has been \"incredible\", from investors wanting a short-term inflation hedge and others adding inflation protection into their longer-term asset allocation strategy.</p><p><blockquote>贝莱德和美国银行的策略师都表示，对TIPS ETF的需求“令人难以置信”，投资者希望进行短期通胀对冲，而其他人则将通胀保护纳入其长期资产配置策略。</blockquote></p><p> To the extent that real rates stay negative, growth remains above trend, consumer spending holds up and companies are able to pass on higher costs to their customers, equities could continue to perform reasonably well.</p><p><blockquote>如果实际利率保持为负、经济增长仍高于趋势水平、消费者支出保持稳定以及企业能够将更高的成本转嫁给客户，股市可能会继续表现相当好。</blockquote></p><p> The S&amp;P 500 has made 65 new all-time highs in calendar year 2021, the second most ever and only 12 away from the record of 77 set in 1995.</p><p><blockquote>标普500在2021日历年创下了65项历史新高，是有史以来第二多的，距离1995年创下的77项纪录仅差12项。</blockquote></p><p> Third quarter earnings were solid: 80% of S&amp;P 500 companies beat forecasts, with that rising to 93% for the tech sector. Valuations are still high, but don't appear to be prohibitively so just yet.</p><p><blockquote>第三季度盈利稳健：80%的标普500公司超出预期，其中科技行业这一比例上升至93%。估值仍然很高，但似乎还没有高得令人望而却步。</blockquote></p><p> Markets may be entering a critical period though if the Fed struggles to convince investors - and even itself - that it can wait until its taper schedule is over around the middle of next year before raising rates.</p><p><blockquote>不过，如果美联储努力让投资者——甚至是自己——相信可以等到明年年中左右缩减计划结束后再加息，市场可能会进入一个关键时期。</blockquote></p><p> And TIPS are expensive. Can real yields really go any more negative? Maybe, if Britain is any guide. The 10-year inflation-linked gilt yield is below -3.0% and has been sub-zero for a decade.</p><p><blockquote>而且小费很贵。实际收益率真的会变得更负吗？也许吧，如果英国是一个向导的话。与通胀挂钩的10年期英国国债收益率低于-3.0%，十年来一直低于零。</blockquote></p><p> Oliver Allen, markets economist at Capital Economics, believes real yields' sway over Wall Street will gradually fade as elevated inflation forces the Fed to tighten policy in real terms.</p><p><blockquote>凯投宏观(Capital Economics)市场经济学家奥利弗·艾伦(Oliver Allen)认为，随着通胀上升迫使美联储收紧实际政策，实际收益率对华尔街的影响力将逐渐减弱。</blockquote></p><p> \"The tailwind of falling real yields turning into a modest headwind is one reason why we think U.S. equities will struggle to make gains over the next couple of years,\" Allen says.</p><p><blockquote>艾伦表示：“实际收益率下降的顺风变成了温和的阻力，这是我们认为美国股市在未来几年将难以上涨的原因之一。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/rpt-column-wall-street-dancing-060000548.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","BX":"黑石"},"source_url":"https://finance.yahoo.com/news/rpt-column-wall-street-dancing-060000548.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193066092","content_text":"The specter of higher inflation, interest rates and bond yields usually spells trouble for stocks. But Wall Street continues to scale new peaks, driven by the increasingly entrenched phenomenon of sub-zero real yields.\nThe inverse relationship between the fall in U.S. Treasury Inflation-Protected Securities' 'real' yields to record lows and major U.S. equity indexes grinding to new highs has strengthened substantially in the last six months.\nIt has been one of the few constants as Wall Street has hurdled several obstacles it might normally stumble on: historically high inflation and inflation expectations; the Fed tapering and preparing to raise rates; spiking bond market volatility; flattening and even inverted yield curves.\nLong-held priors about these relationships are being questioned, and the stakes could not be higher: U.S. inflation is the hottest in over 30 years, the Fed still thinks it is \"transitory\", but pressure on policymakers is intensifying.\nThere are bumps in the road, but equity markets march on. Low long-term bond yields lower the discount rate that's used to value companies' future cash flows in today's stock price - any backup in the discount rate redraws the map for equity along with the damage from related tightening of credit.\nWhile real yields may push back higher as central banks prepare to tighten, few see them turning positive for a long time.\nGargi Chaudhuri, head of iShares investment strategy at Blackrock, says we are in a \"new environment\" in which the old assumptions that rising interest rates and nominal bond yields are bad for equities has to be challenged.\n\"More importantly for equities, real yields will become a problem if they enter restrictive territory,\" she says, adding that this is unlikely to happen for two to three years.\nMeghan Swiber, rates strategist at Bank of America, reckons 10-year real yields could remain negative for around 10 years. Analysts at Morgan Stanley published a similar forecast earlier this year.\nFADE AWAY\nInflation-adjusted yields on TIPS have diverged from yields on conventional Treasury bonds in recent months. The difference between the two, the 'breakeven' rate and a closely-watched measure of inflation expectations, has risen sharply.\nThe fall in real yields is in some ways unsurprising, given the scramble from investors for inflation protection. In fixed income, TIPS and related investment vehicles such as TIPS exchange-traded funds, are in huge demand.\nThe 10-year U.S. TIPS yield has been deeply negative all year. After a notable rise at the end of the first quarter, it has slumped back, hitting a new low of -1.24% this week. Although still low by historical standards, the nominal 10-year yield has risen 65 basis points this year.\nStrategists at Blackrock and Bank of America both say demand for TIPS ETFs has been \"incredible\", from investors wanting a short-term inflation hedge and others adding inflation protection into their longer-term asset allocation strategy.\nTo the extent that real rates stay negative, growth remains above trend, consumer spending holds up and companies are able to pass on higher costs to their customers, equities could continue to perform reasonably well.\nThe S&P 500 has made 65 new all-time highs in calendar year 2021, the second most ever and only 12 away from the record of 77 set in 1995.\nThird quarter earnings were solid: 80% of S&P 500 companies beat forecasts, with that rising to 93% for the tech sector. Valuations are still high, but don't appear to be prohibitively so just yet.\nMarkets may be entering a critical period though if the Fed struggles to convince investors - and even itself - that it can wait until its taper schedule is over around the middle of next year before raising rates.\nAnd TIPS are expensive. Can real yields really go any more negative? Maybe, if Britain is any guide. The 10-year inflation-linked gilt yield is below -3.0% and has been sub-zero for a decade.\nOliver Allen, markets economist at Capital Economics, believes real yields' sway over Wall Street will gradually fade as elevated inflation forces the Fed to tighten policy in real terms.\n\"The tailwind of falling real yields turning into a modest headwind is one reason why we think U.S. equities will struggle to make gains over the next couple of years,\" Allen says.","news_type":1,"symbols_score_info":{"BAC":0.9,"BX":0.9}},"isVote":1,"tweetType":1,"viewCount":2603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873328139,"gmtCreate":1636861932690,"gmtModify":1636861932849,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873328139","repostId":"2183048212","repostType":4,"isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879765975,"gmtCreate":1636774699014,"gmtModify":1636774699171,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879765975","repostId":"2182018576","repostType":4,"isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870499774,"gmtCreate":1636640987930,"gmtModify":1636640991257,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870499774","repostId":"1168566422","repostType":4,"isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845216794,"gmtCreate":1636340773267,"gmtModify":1636340773658,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845216794","repostId":"1125924899","repostType":4,"repost":{"id":"1125924899","kind":"news","pubTimestamp":1636330179,"share":"https://www.laohu8.com/m/news/1125924899?lang=zh_CN&edition=full","pubTime":"2021-11-08 08:09","market":"us","language":"en","title":"Supply chain problems crimp profit at Buffett's Berkshire Hathaway; cash sets record<blockquote>供应链问题抑制了巴菲特旗下伯克希尔哈撒韦公司的利润；现金创下纪录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125924899","media":"Reuters","summary":"Nov 6 (Reuters) - Warren Buffett's Berkshire Hathaway Inc(BRKa.N)said on Saturday that global supply","content":"<p>Nov 6 (Reuters) - Warren Buffett's Berkshire Hathaway Inc(BRKa.N)said on Saturday that global supply chain disruptions kept a lid on its ability to generate profit, while rising equity prices caused it to sell some stocks and boost its cash hoard to a record.</p><p><blockquote>路透11月6日-沃伦·巴菲特的伯克希尔·哈撒韦公司(BRKa.N)周六表示，全球供应链中断限制了其盈利能力，而股价上涨导致其出售部分股票并将现金储备增加至创纪录水平。</blockquote></p><p> Operating profit rose 18% but missed analyst forecasts, as a resurgence in COVID-19 cases fueled by the Delta variant of the coronavirus caused goods shortages and crimped consumer spending, while damage from Hurricane Ida and European flooding boosted underwriting losses at the Geico car insurer and other insurance units.</p><p><blockquote>营业利润增长18%，但未达到分析师预期，因为冠状病毒德尔塔变异毒株引发的COVID-19病例死灰复燃导致商品短缺并抑制了消费者支出，而飓风艾达和欧洲洪水造成的损失增加了Geico汽车保险公司和其他保险单位的承保损失。</blockquote></p><p> Net income, meanwhile, fell 66%, reflecting lower gains from stock holdings such as Apple Inc(AAPL.O)and $Bank of America Corp(BAC-N)$(BAC.N).</p><p><blockquote>与此同时，净利润下降了66%，反映出苹果(AAPL.O)和$Bank of America Corp(BAC-N)$(BAC.N)等股票的收益下降。</blockquote></p><p> Berkshire repurchased $7.6 billion of its own stock in the third quarter and $20.2 billion this year, as rising stock markets made buying whole companies increasingly expensive.</p><p><blockquote>伯克希尔在第三季度回购了76亿美元的自有股票，今年回购了202亿美元，因为股市上涨使得收购整个公司的成本越来越高。</blockquote></p><p> The buybacks, which appeared to continue in October, suggest that Buffett, a 91-year-old billionaire, sees greater value in his own Omaha, Nebraska-based conglomerate, whose businesses include the BNSF railroad and namesake energy unit.</p><p><blockquote>此次回购似乎在10月份仍在继续，这表明91岁的亿万富翁巴菲特认为自己位于内布拉斯加州奥马哈的企业集团具有更大的价值，该集团的业务包括BNSF铁路和同名能源部门。</blockquote></p><p> \"One of the big parlor games is, what is Berkshire's next big acquisition,\" said Cathy Seifert, a CFRA Research analyst with a \"hold\" rating on Berkshire. \"I think we just saw it: it bought back $20 billion of its own stock.\"</p><p><blockquote>CFRA Research分析师凯茜·塞弗特(Cathy Seifert)表示：“最大的室内游戏之一是，伯克希尔哈撒韦的下一项重大收购是什么。”对伯克希尔哈撒韦给予“持有”评级。“我想我们刚刚看到了：它回购了200亿美元的自己的股票。”</blockquote></p><p> Berkshire has also been a net seller of stocks, and sold about $2 billion more stock than it bought in the quarter. It ended September with $149.2 billion of cash and equivalents.</p><p><blockquote>伯克希尔也是股票的净卖家，本季度卖出的股票比买入的多了约20亿美元。截至9月底，该公司拥有1,492亿美元现金及等价物。</blockquote></p><p> \"I sure hope there will be more buybacks, because there's not much evidence of capital being put to work,\" said Jim Shanahan, an Edward Jones &amp; Co analyst who rates Berkshire a \"buy.\"</p><p><blockquote>爱德华·琼斯公司(Edward Jones&amp;Co)分析师吉姆·沙纳汉(Jim Shanahan)表示：“我确实希望会有更多回购，因为没有太多证据表明资本正在发挥作用。”他将伯克希尔评级为“买入”。</blockquote></p><p> DISRUPTIONS</p><p><blockquote>中断</blockquote></p><p> Third-quarter operating profit rose to $6.47 billion, or about $4,331 per Class A share, from $5.48 billion, or about $3,488 per share, a year earlier.</p><p><blockquote>第三季度营业利润从去年同期的54.8亿美元（约合每股3488美元）升至64.7亿美元（约合每股4331美元）。</blockquote></p><p> Analysts on average forecast $4,493 per share, according to Refinitiv I/B/E/S.</p><p><blockquote>根据Refinitiv I/B/E/S的数据，分析师平均预测为每股4,493美元。</blockquote></p><p> Net income fell to $10.3 billion, or $6,882 per Class A share, from $30.1 billion. Buffett believes the huge quarterly swings in net results are usually meaningless, and result from accounting rules he doesn't control.</p><p><blockquote>净利润从301亿美元降至103亿美元，即每股A股6882美元。巴菲特认为，净利润的巨大季度波动通常毫无意义，是他无法控制的会计规则造成的。</blockquote></p><p> Berkshire said supply chain disruptions have boosted prices for materials and freight, forcing businesses such as Clayton Homes mobile homes and Acme bricks to raise prices - and caused a shortage of truck drivers at McLane grocery distribution.</p><p><blockquote>伯克希尔表示，供应链中断推高了材料和运费的价格，迫使Clayton Homes mobile homes和Acme bricks等企业提高价格，并导致McLane grocery distribution卡车司机短缺。</blockquote></p><p> It said the disruptions also significantly reduced new vehicle sales at its auto dealer unit and boosted costs for its consumer products businesses, though profit is rising from Forest River RVs, Brooks running shoes and Duracell batteries.</p><p><blockquote>该公司表示，这些中断还大幅减少了其汽车经销商部门的新车销量，并增加了其消费品业务的成本，尽管Forest River房车、Brooks跑鞋和金霸王电池的利润正在上升。</blockquote></p><p> In part because of Delta and the disruptions, some caused bylabor shortages, U.S. gross domestic product rose at a 2% annualized rate in the third quarter according to the government advance estimate, down from 6.7% in the second quarter.</p><p><blockquote>部分由于达美航空和劳动力短缺造成的干扰，根据政府的预先估计，美国第三季度国内生产总值年化增长率为2%，低于第二季度的6.7%。</blockquote></p><p> \"The supply chain creates choke points that inevitably will affect loads at Berkshire's railroad, and is creating shortages in its housing businesses,\" said Tom Russo, a partner at Gardner Russo &amp; Quinn in Lancaster, Pennsylvania, which has owned Berkshire stock since 1982.</p><p><blockquote>宾夕法尼亚州兰开斯特Gardner Russo&amp;Quinn合伙人汤姆·鲁索(Tom Russo)表示：“供应链造成了瓶颈，不可避免地会影响伯克希尔铁路的负载，并导致其住房业务出现短缺。”该公司自1982年以来一直持有伯克希尔股票。</blockquote></p><p> CATASTROPHE LOSSES</p><p><blockquote>灾害损失</blockquote></p><p> Results reflected what analyst Shanahan called an \"extraordinarily high\" $2.2 billion of catastrophe losses, mainly from Ida and flooding, though other insurers also suffered large losses.</p><p><blockquote>结果反映了分析师沙纳汉所说的“极高”的22亿美元巨灾损失，主要来自Ida和洪水，尽管其他保险公司也遭受了巨额损失。</blockquote></p><p> Geico alone lost $289 million pretax from underwriting, hurt by Ida and an increase in vehicle crashes.</p><p><blockquote>仅Geico就因承保损失2.89亿美元，受到Ida和车祸增加的影响。</blockquote></p><p> In contrast, BNSF managed to boost profit 14% to $1.54 billion, as higher volumes in industrial goods and coal offset lower grain exports.</p><p><blockquote>相比之下，BNSF的利润增长了14%，达到15.4亿美元，因为工业品和煤炭产量的增加抵消了谷物出口的下降。</blockquote></p><p> Buffett's failure to buy more stocks and companies has disappointed some investors and analysts.</p><p><blockquote>巴菲特未能买入更多股票和公司，令一些投资者和分析师感到失望。</blockquote></p><p> It stems in part from how special purpose acquisition companies (SPACs), which take private companies public, are driving up prices of acquisition targets.</p><p><blockquote>这部分源于让私营公司上市的特殊目的收购公司（SPAC）如何推高收购目标的价格。</blockquote></p><p> \"It's a killer,\" Buffettsaidat Berkshire's annual meeting on May 1.</p><p><blockquote>“这是一个杀手，”巴菲特在5月1日的伯克希尔年会上说道。</blockquote></p><p> CFRA Research analyst Seifert said Berkshire won't be sidelined forever, and might in 2022 eye acquisitions in sectors it has long favored, including industrial and consumer staples.</p><p><blockquote>CFRA Research分析师塞弗特表示，伯克希尔不会永远袖手旁观，可能会在2022年着眼于收购其长期青睐的行业，包括工业和消费必需品。</blockquote></p><p> \"Given the number of high-profile misses, such as Precision Castparts and Kraft Heinz, <a href=\"https://laohu8.com/S/AONE.U\">one</a> can understand some of Berkshire's reticence,\" she said, referring to the aircraft parts maker and food company.</p><p><blockquote>“鉴于精密铸件和卡夫亨氏等备受瞩目的失误数量，<a href=\"https://laohu8.com/S/AONE.U\">一</a>我可以理解伯克希尔的一些沉默，”她说，指的是这家飞机零部件制造商和食品公司。</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\">\nSupply chain problems crimp profit at Buffett's Berkshire Hathaway; cash sets record<blockquote>供应链问题抑制了巴菲特旗下伯克希尔哈撒韦公司的利润；现金创下纪录</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-08 08:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nov 6 (Reuters) - Warren Buffett's Berkshire Hathaway Inc(BRKa.N)said on Saturday that global supply chain disruptions kept a lid on its ability to generate profit, while rising equity prices caused it to sell some stocks and boost its cash hoard to a record.</p><p><blockquote>路透11月6日-沃伦·巴菲特的伯克希尔·哈撒韦公司(BRKa.N)周六表示，全球供应链中断限制了其盈利能力，而股价上涨导致其出售部分股票并将现金储备增加至创纪录水平。</blockquote></p><p> Operating profit rose 18% but missed analyst forecasts, as a resurgence in COVID-19 cases fueled by the Delta variant of the coronavirus caused goods shortages and crimped consumer spending, while damage from Hurricane Ida and European flooding boosted underwriting losses at the Geico car insurer and other insurance units.</p><p><blockquote>营业利润增长18%，但未达到分析师预期，因为冠状病毒德尔塔变异毒株引发的COVID-19病例死灰复燃导致商品短缺并抑制了消费者支出，而飓风艾达和欧洲洪水造成的损失增加了Geico汽车保险公司和其他保险单位的承保损失。</blockquote></p><p> Net income, meanwhile, fell 66%, reflecting lower gains from stock holdings such as Apple Inc(AAPL.O)and $Bank of America Corp(BAC-N)$(BAC.N).</p><p><blockquote>与此同时，净利润下降了66%，反映出苹果(AAPL.O)和$Bank of America Corp(BAC-N)$(BAC.N)等股票的收益下降。</blockquote></p><p> Berkshire repurchased $7.6 billion of its own stock in the third quarter and $20.2 billion this year, as rising stock markets made buying whole companies increasingly expensive.</p><p><blockquote>伯克希尔在第三季度回购了76亿美元的自有股票，今年回购了202亿美元，因为股市上涨使得收购整个公司的成本越来越高。</blockquote></p><p> The buybacks, which appeared to continue in October, suggest that Buffett, a 91-year-old billionaire, sees greater value in his own Omaha, Nebraska-based conglomerate, whose businesses include the BNSF railroad and namesake energy unit.</p><p><blockquote>此次回购似乎在10月份仍在继续，这表明91岁的亿万富翁巴菲特认为自己位于内布拉斯加州奥马哈的企业集团具有更大的价值，该集团的业务包括BNSF铁路和同名能源部门。</blockquote></p><p> \"One of the big parlor games is, what is Berkshire's next big acquisition,\" said Cathy Seifert, a CFRA Research analyst with a \"hold\" rating on Berkshire. \"I think we just saw it: it bought back $20 billion of its own stock.\"</p><p><blockquote>CFRA Research分析师凯茜·塞弗特(Cathy Seifert)表示：“最大的室内游戏之一是，伯克希尔哈撒韦的下一项重大收购是什么。”对伯克希尔哈撒韦给予“持有”评级。“我想我们刚刚看到了：它回购了200亿美元的自己的股票。”</blockquote></p><p> Berkshire has also been a net seller of stocks, and sold about $2 billion more stock than it bought in the quarter. It ended September with $149.2 billion of cash and equivalents.</p><p><blockquote>伯克希尔也是股票的净卖家，本季度卖出的股票比买入的多了约20亿美元。截至9月底，该公司拥有1,492亿美元现金及等价物。</blockquote></p><p> \"I sure hope there will be more buybacks, because there's not much evidence of capital being put to work,\" said Jim Shanahan, an Edward Jones &amp; Co analyst who rates Berkshire a \"buy.\"</p><p><blockquote>爱德华·琼斯公司(Edward Jones&amp;Co)分析师吉姆·沙纳汉(Jim Shanahan)表示：“我确实希望会有更多回购，因为没有太多证据表明资本正在发挥作用。”他将伯克希尔评级为“买入”。</blockquote></p><p> DISRUPTIONS</p><p><blockquote>中断</blockquote></p><p> Third-quarter operating profit rose to $6.47 billion, or about $4,331 per Class A share, from $5.48 billion, or about $3,488 per share, a year earlier.</p><p><blockquote>第三季度营业利润从去年同期的54.8亿美元（约合每股3488美元）升至64.7亿美元（约合每股4331美元）。</blockquote></p><p> Analysts on average forecast $4,493 per share, according to Refinitiv I/B/E/S.</p><p><blockquote>根据Refinitiv I/B/E/S的数据，分析师平均预测为每股4,493美元。</blockquote></p><p> Net income fell to $10.3 billion, or $6,882 per Class A share, from $30.1 billion. Buffett believes the huge quarterly swings in net results are usually meaningless, and result from accounting rules he doesn't control.</p><p><blockquote>净利润从301亿美元降至103亿美元，即每股A股6882美元。巴菲特认为，净利润的巨大季度波动通常毫无意义，是他无法控制的会计规则造成的。</blockquote></p><p> Berkshire said supply chain disruptions have boosted prices for materials and freight, forcing businesses such as Clayton Homes mobile homes and Acme bricks to raise prices - and caused a shortage of truck drivers at McLane grocery distribution.</p><p><blockquote>伯克希尔表示，供应链中断推高了材料和运费的价格，迫使Clayton Homes mobile homes和Acme bricks等企业提高价格，并导致McLane grocery distribution卡车司机短缺。</blockquote></p><p> It said the disruptions also significantly reduced new vehicle sales at its auto dealer unit and boosted costs for its consumer products businesses, though profit is rising from Forest River RVs, Brooks running shoes and Duracell batteries.</p><p><blockquote>该公司表示，这些中断还大幅减少了其汽车经销商部门的新车销量，并增加了其消费品业务的成本，尽管Forest River房车、Brooks跑鞋和金霸王电池的利润正在上升。</blockquote></p><p> In part because of Delta and the disruptions, some caused bylabor shortages, U.S. gross domestic product rose at a 2% annualized rate in the third quarter according to the government advance estimate, down from 6.7% in the second quarter.</p><p><blockquote>部分由于达美航空和劳动力短缺造成的干扰，根据政府的预先估计，美国第三季度国内生产总值年化增长率为2%，低于第二季度的6.7%。</blockquote></p><p> \"The supply chain creates choke points that inevitably will affect loads at Berkshire's railroad, and is creating shortages in its housing businesses,\" said Tom Russo, a partner at Gardner Russo &amp; Quinn in Lancaster, Pennsylvania, which has owned Berkshire stock since 1982.</p><p><blockquote>宾夕法尼亚州兰开斯特Gardner Russo&amp;Quinn合伙人汤姆·鲁索(Tom Russo)表示：“供应链造成了瓶颈，不可避免地会影响伯克希尔铁路的负载，并导致其住房业务出现短缺。”该公司自1982年以来一直持有伯克希尔股票。</blockquote></p><p> CATASTROPHE LOSSES</p><p><blockquote>灾害损失</blockquote></p><p> Results reflected what analyst Shanahan called an \"extraordinarily high\" $2.2 billion of catastrophe losses, mainly from Ida and flooding, though other insurers also suffered large losses.</p><p><blockquote>结果反映了分析师沙纳汉所说的“极高”的22亿美元巨灾损失，主要来自Ida和洪水，尽管其他保险公司也遭受了巨额损失。</blockquote></p><p> Geico alone lost $289 million pretax from underwriting, hurt by Ida and an increase in vehicle crashes.</p><p><blockquote>仅Geico就因承保损失2.89亿美元，受到Ida和车祸增加的影响。</blockquote></p><p> In contrast, BNSF managed to boost profit 14% to $1.54 billion, as higher volumes in industrial goods and coal offset lower grain exports.</p><p><blockquote>相比之下，BNSF的利润增长了14%，达到15.4亿美元，因为工业品和煤炭产量的增加抵消了谷物出口的下降。</blockquote></p><p> Buffett's failure to buy more stocks and companies has disappointed some investors and analysts.</p><p><blockquote>巴菲特未能买入更多股票和公司，令一些投资者和分析师感到失望。</blockquote></p><p> It stems in part from how special purpose acquisition companies (SPACs), which take private companies public, are driving up prices of acquisition targets.</p><p><blockquote>这部分源于让私营公司上市的特殊目的收购公司（SPAC）如何推高收购目标的价格。</blockquote></p><p> \"It's a killer,\" Buffettsaidat Berkshire's annual meeting on May 1.</p><p><blockquote>“这是一个杀手，”巴菲特在5月1日的伯克希尔年会上说道。</blockquote></p><p> CFRA Research analyst Seifert said Berkshire won't be sidelined forever, and might in 2022 eye acquisitions in sectors it has long favored, including industrial and consumer staples.</p><p><blockquote>CFRA Research分析师塞弗特表示，伯克希尔不会永远袖手旁观，可能会在2022年着眼于收购其长期青睐的行业，包括工业和消费必需品。</blockquote></p><p> \"Given the number of high-profile misses, such as Precision Castparts and Kraft Heinz, <a href=\"https://laohu8.com/S/AONE.U\">one</a> can understand some of Berkshire's reticence,\" she said, referring to the aircraft parts maker and food company.</p><p><blockquote>“鉴于精密铸件和卡夫亨氏等备受瞩目的失误数量，<a href=\"https://laohu8.com/S/AONE.U\">一</a>我可以理解伯克希尔的一些沉默，”她说，指的是这家飞机零部件制造商和食品公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/buffetts-berkshire-hathaway-boosts-operating-profit-lower-stock-gains-hurt-net-2021-11-06/\">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":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.reuters.com/business/buffetts-berkshire-hathaway-boosts-operating-profit-lower-stock-gains-hurt-net-2021-11-06/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125924899","content_text":"Nov 6 (Reuters) - Warren Buffett's Berkshire Hathaway Inc(BRKa.N)said on Saturday that global supply chain disruptions kept a lid on its ability to generate profit, while rising equity prices caused it to sell some stocks and boost its cash hoard to a record.\nOperating profit rose 18% but missed analyst forecasts, as a resurgence in COVID-19 cases fueled by the Delta variant of the coronavirus caused goods shortages and crimped consumer spending, while damage from Hurricane Ida and European flooding boosted underwriting losses at the Geico car insurer and other insurance units.\nNet income, meanwhile, fell 66%, reflecting lower gains from stock holdings such as Apple Inc(AAPL.O)and $Bank of America Corp(BAC-N)$(BAC.N).\nBerkshire repurchased $7.6 billion of its own stock in the third quarter and $20.2 billion this year, as rising stock markets made buying whole companies increasingly expensive.\nThe buybacks, which appeared to continue in October, suggest that Buffett, a 91-year-old billionaire, sees greater value in his own Omaha, Nebraska-based conglomerate, whose businesses include the BNSF railroad and namesake energy unit.\n\"One of the big parlor games is, what is Berkshire's next big acquisition,\" said Cathy Seifert, a CFRA Research analyst with a \"hold\" rating on Berkshire. \"I think we just saw it: it bought back $20 billion of its own stock.\"\nBerkshire has also been a net seller of stocks, and sold about $2 billion more stock than it bought in the quarter. It ended September with $149.2 billion of cash and equivalents.\n\"I sure hope there will be more buybacks, because there's not much evidence of capital being put to work,\" said Jim Shanahan, an Edward Jones & Co analyst who rates Berkshire a \"buy.\"\nDISRUPTIONS\nThird-quarter operating profit rose to $6.47 billion, or about $4,331 per Class A share, from $5.48 billion, or about $3,488 per share, a year earlier.\nAnalysts on average forecast $4,493 per share, according to Refinitiv I/B/E/S.\nNet income fell to $10.3 billion, or $6,882 per Class A share, from $30.1 billion. Buffett believes the huge quarterly swings in net results are usually meaningless, and result from accounting rules he doesn't control.\nBerkshire said supply chain disruptions have boosted prices for materials and freight, forcing businesses such as Clayton Homes mobile homes and Acme bricks to raise prices - and caused a shortage of truck drivers at McLane grocery distribution.\nIt said the disruptions also significantly reduced new vehicle sales at its auto dealer unit and boosted costs for its consumer products businesses, though profit is rising from Forest River RVs, Brooks running shoes and Duracell batteries.\nIn part because of Delta and the disruptions, some caused bylabor shortages, U.S. gross domestic product rose at a 2% annualized rate in the third quarter according to the government advance estimate, down from 6.7% in the second quarter.\n\"The supply chain creates choke points that inevitably will affect loads at Berkshire's railroad, and is creating shortages in its housing businesses,\" said Tom Russo, a partner at Gardner Russo & Quinn in Lancaster, Pennsylvania, which has owned Berkshire stock since 1982.\nCATASTROPHE LOSSES\nResults reflected what analyst Shanahan called an \"extraordinarily high\" $2.2 billion of catastrophe losses, mainly from Ida and flooding, though other insurers also suffered large losses.\nGeico alone lost $289 million pretax from underwriting, hurt by Ida and an increase in vehicle crashes.\nIn contrast, BNSF managed to boost profit 14% to $1.54 billion, as higher volumes in industrial goods and coal offset lower grain exports.\nBuffett's failure to buy more stocks and companies has disappointed some investors and analysts.\nIt stems in part from how special purpose acquisition companies (SPACs), which take private companies public, are driving up prices of acquisition targets.\n\"It's a killer,\" Buffettsaidat Berkshire's annual meeting on May 1.\nCFRA Research analyst Seifert said Berkshire won't be sidelined forever, and might in 2022 eye acquisitions in sectors it has long favored, including industrial and consumer staples.\n\"Given the number of high-profile misses, such as Precision Castparts and Kraft Heinz, one can understand some of Berkshire's reticence,\" she said, referring to the aircraft parts maker and food company.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842773635,"gmtCreate":1636249237323,"gmtModify":1636249521595,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842773635","repostId":"2181742205","repostType":4,"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842492173,"gmtCreate":1636212584489,"gmtModify":1636212584871,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842492173","repostId":"2181742241","repostType":4,"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846844758,"gmtCreate":1636075244706,"gmtModify":1636075245110,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846844758","repostId":"1155962755","repostType":4,"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841871037,"gmtCreate":1635903755672,"gmtModify":1635903755828,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841871037","repostId":"1168063748","repostType":4,"isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840997703,"gmtCreate":1635573334170,"gmtModify":1635573334325,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840997703","repostId":"2179424781","repostType":4,"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854466771,"gmtCreate":1635474450017,"gmtModify":1635474554651,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854466771","repostId":"1146294800","repostType":4,"repost":{"id":"1146294800","kind":"news","pubTimestamp":1635472918,"share":"https://www.laohu8.com/m/news/1146294800?lang=zh_CN&edition=full","pubTime":"2021-10-29 10:01","market":"us","language":"en","title":"Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能会转而关注这些科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146294800","media":"MarketWatch","summary":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into th","content":"<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前努力解决供应链问题，企业软件公司看起来表现强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>九月，一艘集装箱船在洛杉矶港等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假期回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple&nbsp;and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp.&nbsp;— offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告称，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题对苹果和亚马逊都造成了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假期季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假期预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果公布了罕见的营收下滑，这是自2018年12月季度以来的首次下滑，第四财季营收为834亿美元，比分析师预期的851亿美元低17亿美元。自疫情爆发以来，苹果不再给出收入指引，但大部分收入缺口来自iPhone销量，比分析师预期低21亿美元。然而，Mac和iPad的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官Luca Maestri告诉分析师，持续的供应限制使其收入损失了约60亿美元，并且在12月季度的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和COVID-19大流行导致的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图支持员工并处理前所未有的供应链问题，盈利下降幅度甚至超出预期，支出大幅飙升。亚马逊履行和运送订单的成本从147.1亿美元增加到185亿美元。亚马逊公布第三季度每股收益为6.12美元，同比下降近50%，低于分析师平均预期的每股8.90美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些较高的履行和员工成本，例如苹果的供应链限制，将在第四季度持续下去，这通常是消费者相关科技公司最大的。亚马逊首席执行官安迪·贾西在一份声明中表示，亚马逊预计其消费者业务将产生“数十亿美元的额外成本”，因为该公司要应对“劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加”。”</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>这两家市值均超过1万亿美元的科技巨头的股价在盘后交易中暴跌，其中苹果下跌3.53%，亚马逊下跌4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有看到任何需求损失——事实上，情况恰恰相反，因为在全球运输和产品限制的情况下，它们无法跟上需求——但这一消息令指望它们强劲结束今年的投资者感到沮丧。由于以消费者为中心的公司可能很难在即将到来的假期满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软净利润首次突破200亿美元，PC收入超出预期，该公司快速增长的云业务仍是其最大驱动力。该公司股价在周四盘后交易中小幅上涨，并有望在周五常规交易时间超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates&nbsp;and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc.&nbsp;beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期期间走高的软件公司。团队协作软件制造商Atlassian周四股价飙升9%，此前其基于云的产品收入飙升50%，超出了华尔街的预期。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了其目标价；周四其股价上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期买入科技股的投资者可能希望远离苹果和亚马逊等传统公司，转而关注企业软件开发商和其他云计算公司。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地填充库存。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能会转而关注这些科技股</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\">\nApple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能会转而关注这些科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-29 10:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前努力解决供应链问题，企业软件公司看起来表现强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>九月，一艘集装箱船在洛杉矶港等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假期回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple&nbsp;and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp.&nbsp;— offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告称，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题对苹果和亚马逊都造成了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假期季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假期预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果公布了罕见的营收下滑，这是自2018年12月季度以来的首次下滑，第四财季营收为834亿美元，比分析师预期的851亿美元低17亿美元。自疫情爆发以来，苹果不再给出收入指引，但大部分收入缺口来自iPhone销量，比分析师预期低21亿美元。然而，Mac和iPad的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官Luca Maestri告诉分析师，持续的供应限制使其收入损失了约60亿美元，并且在12月季度的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和COVID-19大流行导致的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图支持员工并处理前所未有的供应链问题，盈利下降幅度甚至超出预期，支出大幅飙升。亚马逊履行和运送订单的成本从147.1亿美元增加到185亿美元。亚马逊公布第三季度每股收益为6.12美元，同比下降近50%，低于分析师平均预期的每股8.90美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些较高的履行和员工成本，例如苹果的供应链限制，将在第四季度持续下去，这通常是消费者相关科技公司最大的。亚马逊首席执行官安迪·贾西在一份声明中表示，亚马逊预计其消费者业务将产生“数十亿美元的额外成本”，因为该公司要应对“劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加”。”</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>这两家市值均超过1万亿美元的科技巨头的股价在盘后交易中暴跌，其中苹果下跌3.53%，亚马逊下跌4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有看到任何需求损失——事实上，情况恰恰相反，因为在全球运输和产品限制的情况下，它们无法跟上需求——但这一消息令指望它们强劲结束今年的投资者感到沮丧。由于以消费者为中心的公司可能很难在即将到来的假期满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软净利润首次突破200亿美元，PC收入超出预期，该公司快速增长的云业务仍是其最大驱动力。该公司股价在周四盘后交易中小幅上涨，并有望在周五常规交易时间超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates&nbsp;and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc.&nbsp;beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期期间走高的软件公司。团队协作软件制造商Atlassian周四股价飙升9%，此前其基于云的产品收入飙升50%，超出了华尔街的预期。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了其目标价；周四其股价上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期买入科技股的投资者可能希望远离苹果和亚马逊等传统公司，转而关注企业软件开发商和其他云计算公司。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地填充库存。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TEAM":"Atlassian Corporation PLC","MSFT":"微软","AMZN":"亚马逊","NOW":"ServiceNow"},"source_url":"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146294800","content_text":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong\nA logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.\nBoth Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.\nThis column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp. — offered a huge holiday forecast just a few days earlier.\nApple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.\nApple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.\nAmazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.\nThese higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”\nThe shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.\nWhile neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.\nEarlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.\nMicrosoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc. beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.\nInvestors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.","news_type":1,"symbols_score_info":{"AAPL":0.9,"NOW":0.9,"TEAM":0.9,"MSFT":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855489446,"gmtCreate":1635390351302,"gmtModify":1635390351457,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855489446","repostId":"1171535255","repostType":4,"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855370806,"gmtCreate":1635340734332,"gmtModify":1635340824382,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855370806","repostId":"2178580238","repostType":4,"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858020846,"gmtCreate":1634954457555,"gmtModify":1634954457984,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858020846","repostId":"2177412634","repostType":4,"repost":{"id":"2177412634","kind":"highlight","pubTimestamp":1634950352,"share":"https://www.laohu8.com/m/news/2177412634?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:52","market":"us","language":"en","title":"Apple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题，但其购买力能否让盈利保持正轨？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412634","media":"MarketWatch","summary":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but i","content":"<p>Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others</p><p><blockquote>苹果财报预览：美国最有价值公司面临与其他硬件制造商相同的问题，但其地位可以帮助其比其他公司更好地承受</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a08f140d530f27e3d8519546232232f8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果定于周四下午发布季度收益报告。</span></p></blockquote></p><p> As supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?</p><p><blockquote>由于供应限制几乎袭击了每个市场，这家价值2.5万亿美元的电子巨头的购买力有多大帮助？</blockquote></p><p> Investors are about to find out as Apple Inc.&nbsp;gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.</p><p><blockquote>随着苹果公司为周四下午的收益报告做准备，投资者即将找到答案。该公司三个月前警告称，预计9月份季度供应链问题的影响将比6月份季度更大，但自苹果上次面对投资者以来，全球危机似乎有所加剧——彭博社最近的一篇报道表明，由于零部件短缺，苹果计划削减今年iPhone 13的生产目标。</blockquote></p><p> In perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.</p><p><blockquote>苹果在过去两个月里推出了大量设备，这或许是其信心的标志。该公司在9月份举行了传统的iPhone发布会，其中还介绍了苹果手表和iPad，然后在一个月后推出了新款MacBook Pro和AirPods。</blockquote></p><p> Potential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.</p><p><blockquote>潜在的供应限制可能会给本已平淡无奇的iPhone发布会蒙上阴影，而且正值苹果进入假期的关键时刻。即使在全球消费电子行业不那么引人注目的时期，苹果有时也难以满足假日季度对AirPods等热门礼品的需求。</blockquote></p><p> Still, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.</p><p><blockquote>尽管如此，一位分析师认为，在全球混乱中，苹果仍有潜在的积极因素。据报道，如果该公司确实面临零部件短缺，这将影响其向消费者提供设备的能力，那么其竞争对手可能会更深切地感受到危机<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>凯蒂·休伯蒂。她认为，苹果在紧张的情况下从供应商那里获得了“优惠待遇”，这使其有可能在此期间赢得市场份额。</blockquote></p><p> D.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.</p><p><blockquote>D.A.Davidson分析师Tom Forte写道，看到苹果10月份宣布的产品交付周期相对较快，他感到“振奋”。他将监测供应问题对苹果盈利看涨期权的收入和利润影响。</blockquote></p><p> HP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.</p><p><blockquote>苹果的竞争对手之一惠普公司最近描绘了一幅喜忧参半的画面，高管们表示对该公司个人电脑的需求持续强劲，但指出他们预计短缺将持续到明年。该公司面临着越来越多的积压订单。</blockquote></p><p> It has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.</p><p><blockquote>距离苹果上次在收益报告中发布传统财务展望已经过去一年多了，在供应动态的不确定性下，该公司不太可能回到旧的指导方式。尽管如此，投资者仍将寻找最新iPhone系列在上市前几周表现的一些信号，以及苹果在未来几个月管理供应链中断能力的更广泛迹象。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings: </b>Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计，苹果第四财季每股收益为1.24美元，高于去年同期的每股73美分。根据对冲基金、学者和其他机构众包预测的Estimize的数据，评级的平均盈利预测为每股1.33美元。</blockquote></p><p> <b>Revenue:</b> The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级9月份季度营收为849.9亿美元，高于去年同期的647亿美元。Estimize的平均预测为870.9亿美元。</blockquote></p><p> Analysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.</p><p><blockquote>FactSet追踪的分析师预计iPhone销售额将达到411.6亿美元；iPad销售额72.5亿美元；Mac销售额91.5亿美元；可穿戴设备、家居和配件销售额为94亿美元；服务收入为177亿美元。</blockquote></p><p> <b>Stock movement:</b> Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.</p><p><blockquote><b>股票变动：</b>苹果最近四份财报发布后的第二天，该公司股价均下跌。今年迄今为止，该股已上涨12.2%，其中包括苹果在内的道琼斯工业平均指数上涨了16.6%。</blockquote></p><p> Analysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.</p><p><blockquote>分析师对苹果的前景普遍保持乐观：在FactSet追踪的43名苹果股票分析师中，32人给予买入评级，9人给予持有评级，2人给予卖出评级。列出的平均目标价为167.32美元，比近期水平高出12.5%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s (SNAP) pain could be Apple's gain.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>.（SNAP）的痛苦可能是苹果的收获。</blockquote></p><p> The smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.</p><p><blockquote>这家智能手机巨头一直将自己定位为隐私的捍卫者，这正在损害Snap上的社交媒体公司，这些公司依赖于跟踪用户活动并相应地定位广告的能力。</blockquote></p><p></p><p> Users have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.</p><p><blockquote>用户已经逐渐将他们的设备操作系统升级到苹果iOS的新版本，允许选择退出第三方跟踪，Snap预计这些变化将产生重大影响。在发布9月份季度报告后，其股价遭遇创纪录的下跌，这向至少一位分析师表明，苹果可能会通过吸引广告商本身而受益。</blockquote></p><p> While Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.</p><p><blockquote>虽然苹果已经限制了第三方出于营销目的跟踪用户活动的能力，但该公司也在试图建立自己的广告业务，Evercore ISI分析师Amit Daryanani写道，Snap感受到的干扰可能会帮助“像苹果这样的市场新参与者，而牺牲了更成熟的竞争对手”，尽管不可否认的是，苹果的测量工具对于广告市场的一些人来说可能并不理想。</blockquote></p><p> \"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.</p><p><blockquote>他写道：“苹果最近的行动可能集中在隐私上，但这也创造了一个非常有利的环境，因为他们希望建立一个我们认为最终可以产生200亿美元年收入的广告业务。”</blockquote></p><p> Advertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.</p><p><blockquote>广告与App Store一起属于苹果的服务业务，App Store已日益成为一个争议领域。苹果通过其支付系统接受高达30%的应用内购买，一些知名开发者要求提供替代支付选项。在Epic Games提起诉讼后，一名联邦法官最近裁定，苹果必须允许应用程序开发者链接到其他支付选项，但该公司正在对这一决定提出上诉。</blockquote></p><p> App Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.</p><p><blockquote>App Store费用是苹果业务中利润丰厚的一部分，该公司可能会在财报看涨期权上面临有关其日益增长的反垄断压力以及App Store支付可能变化的财务影响的问题。</blockquote></p><p> \"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.</p><p><blockquote>杰富瑞(Jefferies)分析师Kyle McNealy上个月写道：“该禁令可能会对苹果2023年及以后的收入和每股收益产生1%的影响。”他继续说道：“任何影响都需要时间，最早要到22年6月才会显现出来。”他称法官的裁决对苹果来说“基本上是一场胜利”，因为法官拒绝看涨期权该公司是非法垄断者。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple faces supply-chain issues, but can its buying power keep earnings on track?<blockquote>苹果面临供应链问题，但其购买力能否让盈利保持正轨？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-23 08:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others</p><p><blockquote>苹果财报预览：美国最有价值公司面临与其他硬件制造商相同的问题，但其地位可以帮助其比其他公司更好地承受</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a08f140d530f27e3d8519546232232f8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果定于周四下午发布季度收益报告。</span></p></blockquote></p><p> As supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?</p><p><blockquote>由于供应限制几乎袭击了每个市场，这家价值2.5万亿美元的电子巨头的购买力有多大帮助？</blockquote></p><p> Investors are about to find out as Apple Inc.&nbsp;gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.</p><p><blockquote>随着苹果公司为周四下午的收益报告做准备，投资者即将找到答案。该公司三个月前警告称，预计9月份季度供应链问题的影响将比6月份季度更大，但自苹果上次面对投资者以来，全球危机似乎有所加剧——彭博社最近的一篇报道表明，由于零部件短缺，苹果计划削减今年iPhone 13的生产目标。</blockquote></p><p> In perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.</p><p><blockquote>苹果在过去两个月里推出了大量设备，这或许是其信心的标志。该公司在9月份举行了传统的iPhone发布会，其中还介绍了苹果手表和iPad，然后在一个月后推出了新款MacBook Pro和AirPods。</blockquote></p><p> Potential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.</p><p><blockquote>潜在的供应限制可能会给本已平淡无奇的iPhone发布会蒙上阴影，而且正值苹果进入假期的关键时刻。即使在全球消费电子行业不那么引人注目的时期，苹果有时也难以满足假日季度对AirPods等热门礼品的需求。</blockquote></p><p> Still, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.</p><p><blockquote>尽管如此，一位分析师认为，在全球混乱中，苹果仍有潜在的积极因素。据报道，如果该公司确实面临零部件短缺，这将影响其向消费者提供设备的能力，那么其竞争对手可能会更深切地感受到危机<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>凯蒂·休伯蒂。她认为，苹果在紧张的情况下从供应商那里获得了“优惠待遇”，这使其有可能在此期间赢得市场份额。</blockquote></p><p> D.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.</p><p><blockquote>D.A.Davidson分析师Tom Forte写道，看到苹果10月份宣布的产品交付周期相对较快，他感到“振奋”。他将监测供应问题对苹果盈利看涨期权的收入和利润影响。</blockquote></p><p> HP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.</p><p><blockquote>苹果的竞争对手之一惠普公司最近描绘了一幅喜忧参半的画面，高管们表示对该公司个人电脑的需求持续强劲，但指出他们预计短缺将持续到明年。该公司面临着越来越多的积压订单。</blockquote></p><p> It has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.</p><p><blockquote>距离苹果上次在收益报告中发布传统财务展望已经过去一年多了，在供应动态的不确定性下，该公司不太可能回到旧的指导方式。尽管如此，投资者仍将寻找最新iPhone系列在上市前几周表现的一些信号，以及苹果在未来几个月管理供应链中断能力的更广泛迹象。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings: </b>Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计，苹果第四财季每股收益为1.24美元，高于去年同期的每股73美分。根据对冲基金、学者和其他机构众包预测的Estimize的数据，评级的平均盈利预测为每股1.33美元。</blockquote></p><p> <b>Revenue:</b> The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级9月份季度营收为849.9亿美元，高于去年同期的647亿美元。Estimize的平均预测为870.9亿美元。</blockquote></p><p> Analysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.</p><p><blockquote>FactSet追踪的分析师预计iPhone销售额将达到411.6亿美元；iPad销售额72.5亿美元；Mac销售额91.5亿美元；可穿戴设备、家居和配件销售额为94亿美元；服务收入为177亿美元。</blockquote></p><p> <b>Stock movement:</b> Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.</p><p><blockquote><b>股票变动：</b>苹果最近四份财报发布后的第二天，该公司股价均下跌。今年迄今为止，该股已上涨12.2%，其中包括苹果在内的道琼斯工业平均指数上涨了16.6%。</blockquote></p><p> Analysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.</p><p><blockquote>分析师对苹果的前景普遍保持乐观：在FactSet追踪的43名苹果股票分析师中，32人给予买入评级，9人给予持有评级，2人给予卖出评级。列出的平均目标价为167.32美元，比近期水平高出12.5%。</blockquote></p><p> <b>What analysts are saying</b></p><p><blockquote><b>分析师怎么说</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s (SNAP) pain could be Apple's gain.</p><p><blockquote><a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>.（SNAP）的痛苦可能是苹果的收获。</blockquote></p><p> The smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.</p><p><blockquote>这家智能手机巨头一直将自己定位为隐私的捍卫者，这正在损害Snap上的社交媒体公司，这些公司依赖于跟踪用户活动并相应地定位广告的能力。</blockquote></p><p></p><p> Users have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.</p><p><blockquote>用户已经逐渐将他们的设备操作系统升级到苹果iOS的新版本，允许选择退出第三方跟踪，Snap预计这些变化将产生重大影响。在发布9月份季度报告后，其股价遭遇创纪录的下跌，这向至少一位分析师表明，苹果可能会通过吸引广告商本身而受益。</blockquote></p><p> While Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.</p><p><blockquote>虽然苹果已经限制了第三方出于营销目的跟踪用户活动的能力，但该公司也在试图建立自己的广告业务，Evercore ISI分析师Amit Daryanani写道，Snap感受到的干扰可能会帮助“像苹果这样的市场新参与者，而牺牲了更成熟的竞争对手”，尽管不可否认的是，苹果的测量工具对于广告市场的一些人来说可能并不理想。</blockquote></p><p> \"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.</p><p><blockquote>他写道：“苹果最近的行动可能集中在隐私上，但这也创造了一个非常有利的环境，因为他们希望建立一个我们认为最终可以产生200亿美元年收入的广告业务。”</blockquote></p><p> Advertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.</p><p><blockquote>广告与App Store一起属于苹果的服务业务，App Store已日益成为一个争议领域。苹果通过其支付系统接受高达30%的应用内购买，一些知名开发者要求提供替代支付选项。在Epic Games提起诉讼后，一名联邦法官最近裁定，苹果必须允许应用程序开发者链接到其他支付选项，但该公司正在对这一决定提出上诉。</blockquote></p><p> App Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.</p><p><blockquote>App Store费用是苹果业务中利润丰厚的一部分，该公司可能会在财报看涨期权上面临有关其日益增长的反垄断压力以及App Store支付可能变化的财务影响的问题。</blockquote></p><p> \"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.</p><p><blockquote>杰富瑞(Jefferies)分析师Kyle McNealy上个月写道：“该禁令可能会对苹果2023年及以后的收入和每股收益产生1%的影响。”他继续说道：“任何影响都需要时间，最早要到22年6月才会显现出来。”他称法官的裁决对苹果来说“基本上是一场胜利”，因为法官拒绝看涨期权该公司是非法垄断者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412634","content_text":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others\nApple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.\nAs supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?\nInvestors are about to find out as Apple Inc. gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.\nIn perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.\nPotential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.\nStill, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to Morgan Stanley's Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.\nD.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.\nHP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.\nIt has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.\nRevenue: The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.\nAnalysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.\nStock movement: Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.\nAnalysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.\nWhat analysts are saying\nSnap Inc.'s (SNAP) pain could be Apple's gain.\nThe smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.\nUsers have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.\nWhile Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.\n\"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.\nAdvertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.\nApp Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.\n\"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":112174991,"gmtCreate":1622858208113,"gmtModify":1634097323712,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/112174991","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://www.laohu8.com/m/news/1106312903?lang=zh_CN&edition=full","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>未来一周的美国IPO：多元化的8次IPO中的数字支付、心理健康服务等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>  <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>  <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八起IPO计划筹集37亿美元，涉及数字支付、心理健康服务等领域。</li><li>支付平台Marqeta计划以124亿美元的市值筹集10亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八起IPO计划筹集37亿美元，涉及数字支付、心理健康服务等领域。</blockquote></p><p> Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>马尔凯塔</b>(MQ)计划以124亿美元的市值筹集10亿美元。该公司的平台允许企业启动和管理自己的卡计划，向客户或最终用户发行卡，以及授权和结算交易。Marqeta发展迅速，其客户包括Affirm(AFRM)和DoorDash(DASH)等品牌。</blockquote></p><p> Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中文在线招聘平台<b>看准</b>(BZ)计划以82亿美元的市值筹集8.64亿美元。看准的核心产品BOSS直聘是一个移动原生平台，促进求职者和企业客户之间的直接聊天。该公司声称，按月活跃用户数计算，它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>生命健康</b>(LFST)计划以61亿美元的市值筹集6.4亿美元。LifeStance表示，截至2021年3月31日，它已经建立了美国最大的门诊心理健康平台之一，在27个州的73个MSA中雇用了3,300多名持牌心理健康临床医生。尽管2021年第一季度的息税前利润转为负值，但该公司仍实现了增长。</blockquote></p><p> Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>周一网</b>(MNDY)计划以68亿美元的市值筹集4.9亿美元。monday.com允许组织轻松构建满足其需求的软件应用程序和工作管理工具。截至2021年3月31日，它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce和Zoom计划同时进行私募，总共投资1.5亿美元。</blockquote></p><p> BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>塔斯库斯</b>(TASK)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商，提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日，该公司盈利强劲，增长强劲，拥有100多家客户。</blockquote></p><p> Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA)计划以21亿美元的市值筹集2.5亿美元。该公司的Zeta营销平台使用身份数据通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta已实现盈利，为1,000多家客户提供服务，2020年提供约5亿次广告展示。</blockquote></p><p> Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>网上奢侈品市场<b>第一个</b>(DIBS)计划以7.73亿美元的市值筹集1.12亿美元。1stDibs连接复古、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020年，该市场有超过58,000名买家在过去一年中进行了购买，平均每年的总购买额超过5,500美元。</blockquote></p><p> Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME)计划以19亿美元的市值筹集4300万美元。掌门教育表示，自2017年以来，按收入计算，它一直是中国最大的在线K-12辅导服务提供商，2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达11家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2011年6月3日，文艺复兴IPO指数今年迄今下跌6.0%，而标普500上涨11.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有最多的ETF包括Zoom Video（ZM）和优步（UBER）。Renaissance International IPO指数今年迄今下跌1.1%，而ACWX指数上涨10.5%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括Nexi和EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>未来一周的美国IPO：多元化的8次IPO中的数字支付、心理健康服务等</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>未来一周的美国IPO：多元化的8次IPO中的数字支付、心理健康服务等</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-05 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>  <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>  <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八起IPO计划筹集37亿美元，涉及数字支付、心理健康服务等领域。</li><li>支付平台Marqeta计划以124亿美元的市值筹集10亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八起IPO计划筹集37亿美元，涉及数字支付、心理健康服务等领域。</blockquote></p><p> Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>马尔凯塔</b>(MQ)计划以124亿美元的市值筹集10亿美元。该公司的平台允许企业启动和管理自己的卡计划，向客户或最终用户发行卡，以及授权和结算交易。Marqeta发展迅速，其客户包括Affirm(AFRM)和DoorDash(DASH)等品牌。</blockquote></p><p> Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中文在线招聘平台<b>看准</b>(BZ)计划以82亿美元的市值筹集8.64亿美元。看准的核心产品BOSS直聘是一个移动原生平台，促进求职者和企业客户之间的直接聊天。该公司声称，按月活跃用户数计算，它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>生命健康</b>(LFST)计划以61亿美元的市值筹集6.4亿美元。LifeStance表示，截至2021年3月31日，它已经建立了美国最大的门诊心理健康平台之一，在27个州的73个MSA中雇用了3,300多名持牌心理健康临床医生。尽管2021年第一季度的息税前利润转为负值，但该公司仍实现了增长。</blockquote></p><p> Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>周一网</b>(MNDY)计划以68亿美元的市值筹集4.9亿美元。monday.com允许组织轻松构建满足其需求的软件应用程序和工作管理工具。截至2021年3月31日，它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce和Zoom计划同时进行私募，总共投资1.5亿美元。</blockquote></p><p> BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>塔斯库斯</b>(TASK)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商，提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日，该公司盈利强劲，增长强劲，拥有100多家客户。</blockquote></p><p> Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA)计划以21亿美元的市值筹集2.5亿美元。该公司的Zeta营销平台使用身份数据通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta已实现盈利，为1,000多家客户提供服务，2020年提供约5亿次广告展示。</blockquote></p><p> Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>网上奢侈品市场<b>第一个</b>(DIBS)计划以7.73亿美元的市值筹集1.12亿美元。1stDibs连接复古、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020年，该市场有超过58,000名买家在过去一年中进行了购买，平均每年的总购买额超过5,500美元。</blockquote></p><p> Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME)计划以19亿美元的市值筹集4300万美元。掌门教育表示，自2017年以来，按收入计算，它一直是中国最大的在线K-12辅导服务提供商，2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达11家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2011年6月3日，文艺复兴IPO指数今年迄今下跌6.0%，而标普500上涨11.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有最多的ETF包括Zoom Video（ZM）和优步（UBER）。Renaissance International IPO指数今年迄今下跌1.1%，而ACWX指数上涨10.5%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括Nexi和EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZETA":"Zeta Global Holdings Corp.",".DJI":"道琼斯","LFST":"LifeStance Health Group, Inc.","ZME":"掌门教育","MNDY":"Monday.com Ltd.","MQ":"Marqeta, Inc.",".IXIC":"NASDAQ Composite","TASK":"TaskUs Inc.","BZ":"BOSS直聘",".SPX":"S&P 500 Index","DIBS":"1stdibs.com Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{".IXIC":0.9,"DIBS":0.9,".DJI":0.9,"LFST":0.9,"ZETA":0.9,"TASK":0.9,"BZ":0.9,".SPX":0.9,"ZME":0.9,"MNDY":0.9,"MQ":0.9}},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128350938,"gmtCreate":1624502806724,"gmtModify":1634005161849,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/128350938","repostId":"2145156570","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120512652,"gmtCreate":1624327632276,"gmtModify":1634007727676,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/120512652","repostId":"1191349655","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182294045,"gmtCreate":1623575070787,"gmtModify":1634031486513,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/182294045","repostId":"2142204074","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192164750,"gmtCreate":1621164723370,"gmtModify":1634193644128,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/192164750","repostId":"1173244066","repostType":4,"repost":{"id":"1173244066","kind":"news","pubTimestamp":1621004086,"share":"https://www.laohu8.com/m/news/1173244066?lang=zh_CN&edition=full","pubTime":"2021-05-14 22:54","market":"us","language":"en","title":"What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy<blockquote>迪士尼、爱彼迎和DoorDash的业绩揭示了大流行后经济的哪些信息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173244066","media":"CNN","summary":"London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver ","content":"<p>London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.</p><p><blockquote>伦敦（CNN Business）公司正在为一个新冠肺炎不再是人们花钱的主要驱动力的时代做准备。</blockquote></p><p> The big question: As the coronavirus situation improves in countries like the United States, which trends from the past 14 months will have staying power, and which will be resigned to the pandemic past?</p><p><blockquote>最大的问题是：随着美国等国家冠状病毒情况的改善，过去14个月的哪些趋势将具有持久力，哪些将听天由命于疫情的过去？</blockquote></p><p> Airbnb, DoorDash and Disney (DIS), which reported results after US markets closed on Thursday, provide some idea.</p><p><blockquote>爱彼迎、DoorDash和迪士尼(DIS)在周四美国市场收盘后公布了业绩，这提供了一些思路。</blockquote></p><p> Airbnb: The company said interest in travel is surging again as vaccines become more widely available, pointing to a sharp increase in bookings in the United Kingdom immediately after British Prime Minister Boris Johnson announced plans in February to gradually exit lockdown. For US customers aged 60 and above, searches on Airbnb for summer travel rose by more than 60% between February and March.</p><p><blockquote>爱彼迎：该公司表示，随着疫苗变得更加广泛，人们对旅行的兴趣再次激增，并指出在英国首相Boris Johnson在2月份宣布逐步解除封锁的计划后，英国的预订量立即急剧增加。对于60岁及以上的美国客户来说，2月至3月期间，爱彼迎上夏季旅行的搜索量增长了60%以上。</blockquote></p><p> The company is also ready for more customers to use Airbnb for longer-term stays as they take advantage of greater acceptance of remote work. It said that nearly a quarter of stays last quarter were for 28 days or more, up 14% from 2019. Shares are down slightly in premarket trading.</p><p><blockquote>该公司还准备让更多客户使用爱彼迎进行长期住宿，因为他们利用了远程工作的更大接受度。该公司表示，上季度近四分之一的停留时间为28天或以上，比2019年增长了14%。股价在盘前交易中小幅下跌。</blockquote></p><p> DoorDash: People are still ordering lots of food delivery even as restaurants open back up for traditional dining. DoorDash reported a 198% jump in revenue last quarter to $1.1 billion even as it dealt with a shortage of workers, and increased its full-year outlook.</p><p><blockquote>DoorDash：即使餐馆重新开放传统餐饮，人们仍然订购大量外卖。DoorDash报告称，尽管面临工人短缺的问题，上季度收入仍增长198%，达到11亿美元，并上调了全年预期。</blockquote></p><p> \"As markets continued reopening and in-store dining increased across the US, the impact to our order volume was smaller than we expected, which contributed to strong performance in the quarter,\" the company said, though it cautioned that may have been partially attributable to stimulus checks. Shares are up almost 9% in premarket trading.</p><p><blockquote>该公司表示：“随着市场继续重新开放以及美国各地店内餐饮的增加，对我们订单量的影响小于我们的预期，这有助于本季度的强劲业绩。”不过该公司警告说，这可能部分归因于刺激检查。股价在盘前交易中上涨近9%。</blockquote></p><p> Disney: Streaming has carried Disney through the pandemic, with Disney+ growing to more than 100 million subscribers. Yet the biggest star in Disney's media universe appears to be shining a little less bright, sending shares down 4%.</p><p><blockquote>迪士尼：流媒体让迪士尼穿越了疫情，Disney+的订户已经超过1亿。然而，迪士尼媒体领域最大的明星似乎不那么耀眼了，导致股价下跌4%。</blockquote></p><p> The company said Thursday that Disney+ now has 103.6 million subscribers, below the 110 million Wall Street was expecting. That's forced investors to wonder: Is that because people are getting vaccinated and stepping away from streaming? Netflix also reported sluggish subscription growth last quarter.</p><p><blockquote>该公司周四表示，Disney+目前拥有1.036亿订阅用户，低于华尔街预期的1.1亿。这迫使投资者想知道：这是因为人们正在接种疫苗并远离流媒体吗？Netflix上季度的订阅增长也缓慢。</blockquote></p><p> Down but not out: Disney said it remains on track to reach its long-term subscriber goals despite the apparent slowdown. It's betting that as the pandemic eases, it will be able to produce more movies and shows, helping to bring in new customers.</p><p><blockquote>下滑但并未出局：迪士尼表示，尽管经济明显放缓，但仍有望实现其长期订户目标。该公司押注，随着疫情的缓解，它将能够制作更多的电影和节目，帮助吸引新客户。</blockquote></p><p> Whether it's right will become clearer in the months ahead, which will pose the true test of whether people actually ditch their sweatpants, get out of the house and shake up the economy once again.</p><p><blockquote>这是否正确将在未来几个月变得更加清晰，这将是人们是否真的抛弃运动裤、走出家门并再次撼动经济的真正考验。</blockquote></p><p> <b>It could get easier to get a credit card without a credit score</b></p><p><blockquote><b>无需信用评分即可获得信用卡可能会变得更容易</b></blockquote></p><p> For years, if you didn't have a credit score it was extremely difficult to get a credit card or certain types of loans. But a new plan among some of the nation's largest banks may help Americans without traditional credit histories get approved.</p><p><blockquote>多年来，如果你没有信用评分，很难获得信用卡或某些类型的贷款。但美国一些最大银行的一项新计划可能会帮助没有传统信用记录的美国人获得批准。</blockquote></p><p> Ten banks — including JPMorgan Chase (JPM), Wells Fargo (WFC) and U.S. Bancorp (USB) — have tentatively agreed to a plan to share data like bank account deposits and bill payment activity to help qualify borrowers without traditional credit histories, according to the Wall Street Journal.</p><p><blockquote>据报道，包括摩根大通(JPM)、富国银行(WFC)和美国合众银行(USB)在内的十家银行已初步同意一项共享银行账户存款和账单支付活动等数据的计划，以帮助没有传统信用记录的借款人获得资格。华尔街日报。</blockquote></p><p> The push for financial institutions to come to a data sharing agreement came from a program run by the Office of the Comptroller of the Currency. The OCC has confirmed there is a plan, but the details of the agreement among the banks still need to be worked out.</p><p><blockquote>金融机构达成数据共享协议的推动力来自货币监理署运行的一项计划。OCC已确认有一项计划，但银行之间协议的细节仍需制定。</blockquote></p><p> Should the proposed arrangement go through, it would mean that if you don't have a credit score but you have a bank account at Wells Fargo, for example, you can use that financial history to help you get a credit card with another bank, like JPMorgan Chase.</p><p><blockquote>如果拟议的安排获得通过，这将意味着，例如，如果您没有信用评分，但在富国银行拥有银行账户，您可以利用该财务历史记录来帮助您在另一家银行获得信用卡，例如摩根大通。</blockquote></p><p> \"This will give millions of Americans the opportunity to access credit that's essential to building wealth — buying a home, starting a business, or financing education,\" Trish Wexler, a spokesperson for JPMorgan Chase, told CNN Business.</p><p><blockquote>摩根大通发言人特里什·韦克斯勒(Trish Wexler)告诉CNN Business：“这将使数百万美国人有机会获得信贷，这对于积累财富至关重要——买房、创业或资助教育。”</blockquote></p><p> The backstory: There are currently 53 million people without a credit score, according to the Fair Isaac Corporation, the creator of FICO credit scores. These consumers, who are disproportionately lower income and people of color, face higher borrowing costs because they're forced to turn to products like payday loans.</p><p><blockquote>背景故事：根据FICO信用评分的创建者Fair Isaac Corporation的数据，目前有5300万人没有信用评分。这些消费者是不成比例的低收入和有色人种，他们面临更高的借贷成本，因为他们被迫转向发薪日贷款等产品。</blockquote></p><p> Banks and lenders refer to those without credit history as \"credit invisible.\" This group can include young people or recent immigrants, as well as people who haven't used credit in a long time or who have lost their access due to financial difficulties.</p><p><blockquote>银行和贷方将那些没有信用记录的人称为“隐形信用”。这个群体可以包括年轻人或新移民，以及很长时间没有使用信贷或由于经济困难而失去信贷的人。</blockquote></p><p> The business angle: Big banks may also be eager to revise their policies as online upstarts chip away at demand for their products.</p><p><blockquote>商业角度：随着在线新贵削弱对其产品的需求，大银行也可能渴望修改其政策。</blockquote></p><p></p><p> \"Some of this cooperation among the biggest banks may be a bit of reaction to smaller banks and fintech companies infringing on their space,\" said Matt Schulz, chief industry analyst at LendingTree.</p><p><blockquote>LendingTree首席行业分析师马特·舒尔茨(Matt Schulz)表示：“大型银行之间的一些合作可能是对小型银行和金融科技公司侵犯其空间的反应。”</blockquote></p><p> <b>Target will temporarily stop selling trading cards amid frenzy</b></p><p><blockquote><b>Target将在狂热中暂时停止销售交易卡</b></blockquote></p><p> Target (TGT) has announced that it will stop selling trading cards in its stores following a violent dispute at one of its locations — a sign of just how overheated the market for collectibles has become.</p><p><blockquote>塔吉特(TGT)宣布，在其一个门店发生暴力纠纷后，将停止在其商店销售交易卡，这表明收藏品市场已经变得多么过热。</blockquote></p><p> The details: Last week, a Target in Wisconsin was locked down after a man was physically assaulted by four others over sports trading cards.</p><p><blockquote>细节：上周，威斯康星州的一个目标被锁定，此前一名男子因体育交易卡被另外四人殴打。</blockquote></p><p> \"The safety of our guests and our team is our top priority,\" Target said in a statement. \"Out of an abundance of caution, we've decided to temporarily suspend the sale of MLB, NFL, NBA and Pokémon trading cards within our stores, effective [Friday].\"</p><p><blockquote>塔吉特在一份声明中表示：“客人和团队的安全是我们的首要任务。”“出于谨慎，我们决定从[周五]起暂时停止在我们的商店内销售MLB、NFL、NBA和Pokémon交易卡。”</blockquote></p><p> The cards will still be available online, the company said.</p><p><blockquote>该公司表示，这些卡仍将在网上提供。</blockquote></p><p> Remember: The value of trading cards has skyrocketed in recent months during the Covid-19 pandemic. That's grabbed interest from both amateur and professional investors looking to cash in on spectacular returns.</p><p><blockquote>请记住：近几个月来，在Covid-19大流行期间，交易卡的价值飙升。这引起了业余和专业投资者的兴趣，他们希望获得惊人的回报。</blockquote></p><p> Target previously was limiting card purchases to just one item a day, saying that guests were lining up overnight to get their hands on hot items, per CNN affiliate WISN.</p><p><blockquote>据CNN附属机构WISN报道，塔吉特百货此前限制每天只能购买一件商品，称客人会连夜排队购买热门商品。</blockquote></p><p> Walmart (WMT), for its part, said it will keep selling cards in stores for now.</p><p><blockquote>沃尔玛(WMT)则表示，目前将继续在商店销售贺卡。</blockquote></p><p> \"We are determining what, if any, changes are needed to meet customer demand while ensuring a safe and enjoyable shopping experience,\" a spokesperson said in a statement.</p><p><blockquote>一位发言人在一份声明中表示：“我们正在确定需要做出哪些改变（如果有的话），以满足客户需求，同时确保安全、愉快的购物体验。”</blockquote></p><p> <b>Up next</b></p><p><blockquote><b>下一个</b></blockquote></p><p> Data on US retail sales, import and export prices and industrial production arrives at 8:30 a.m. ET.</p><p><blockquote>美国零售销售、进出口价格和工业生产数据将于美国东部时间上午8:30公布。</blockquote></p><p> Coming next week: Home Depot (HD) and Lowe's (LOW) report earnings as the housing market booms.</p><p><blockquote>下周：随着房地产市场的繁荣，家得宝(HD)和劳氏(LOW)公布收益。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy<blockquote>迪士尼、爱彼迎和DoorDash的业绩揭示了大流行后经济的哪些信息</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\">\nWhat Disney, Airbnb and DoorDash results reveal about the post-pandemic economy<blockquote>迪士尼、爱彼迎和DoorDash的业绩揭示了大流行后经济的哪些信息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-05-14 22:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.</p><p><blockquote>伦敦（CNN Business）公司正在为一个新冠肺炎不再是人们花钱的主要驱动力的时代做准备。</blockquote></p><p> The big question: As the coronavirus situation improves in countries like the United States, which trends from the past 14 months will have staying power, and which will be resigned to the pandemic past?</p><p><blockquote>最大的问题是：随着美国等国家冠状病毒情况的改善，过去14个月的哪些趋势将具有持久力，哪些将听天由命于疫情的过去？</blockquote></p><p> Airbnb, DoorDash and Disney (DIS), which reported results after US markets closed on Thursday, provide some idea.</p><p><blockquote>爱彼迎、DoorDash和迪士尼(DIS)在周四美国市场收盘后公布了业绩，这提供了一些思路。</blockquote></p><p> Airbnb: The company said interest in travel is surging again as vaccines become more widely available, pointing to a sharp increase in bookings in the United Kingdom immediately after British Prime Minister Boris Johnson announced plans in February to gradually exit lockdown. For US customers aged 60 and above, searches on Airbnb for summer travel rose by more than 60% between February and March.</p><p><blockquote>爱彼迎：该公司表示，随着疫苗变得更加广泛，人们对旅行的兴趣再次激增，并指出在英国首相Boris Johnson在2月份宣布逐步解除封锁的计划后，英国的预订量立即急剧增加。对于60岁及以上的美国客户来说，2月至3月期间，爱彼迎上夏季旅行的搜索量增长了60%以上。</blockquote></p><p> The company is also ready for more customers to use Airbnb for longer-term stays as they take advantage of greater acceptance of remote work. It said that nearly a quarter of stays last quarter were for 28 days or more, up 14% from 2019. Shares are down slightly in premarket trading.</p><p><blockquote>该公司还准备让更多客户使用爱彼迎进行长期住宿，因为他们利用了远程工作的更大接受度。该公司表示，上季度近四分之一的停留时间为28天或以上，比2019年增长了14%。股价在盘前交易中小幅下跌。</blockquote></p><p> DoorDash: People are still ordering lots of food delivery even as restaurants open back up for traditional dining. DoorDash reported a 198% jump in revenue last quarter to $1.1 billion even as it dealt with a shortage of workers, and increased its full-year outlook.</p><p><blockquote>DoorDash：即使餐馆重新开放传统餐饮，人们仍然订购大量外卖。DoorDash报告称，尽管面临工人短缺的问题，上季度收入仍增长198%，达到11亿美元，并上调了全年预期。</blockquote></p><p> \"As markets continued reopening and in-store dining increased across the US, the impact to our order volume was smaller than we expected, which contributed to strong performance in the quarter,\" the company said, though it cautioned that may have been partially attributable to stimulus checks. Shares are up almost 9% in premarket trading.</p><p><blockquote>该公司表示：“随着市场继续重新开放以及美国各地店内餐饮的增加，对我们订单量的影响小于我们的预期，这有助于本季度的强劲业绩。”不过该公司警告说，这可能部分归因于刺激检查。股价在盘前交易中上涨近9%。</blockquote></p><p> Disney: Streaming has carried Disney through the pandemic, with Disney+ growing to more than 100 million subscribers. Yet the biggest star in Disney's media universe appears to be shining a little less bright, sending shares down 4%.</p><p><blockquote>迪士尼：流媒体让迪士尼穿越了疫情，Disney+的订户已经超过1亿。然而，迪士尼媒体领域最大的明星似乎不那么耀眼了，导致股价下跌4%。</blockquote></p><p> The company said Thursday that Disney+ now has 103.6 million subscribers, below the 110 million Wall Street was expecting. That's forced investors to wonder: Is that because people are getting vaccinated and stepping away from streaming? Netflix also reported sluggish subscription growth last quarter.</p><p><blockquote>该公司周四表示，Disney+目前拥有1.036亿订阅用户，低于华尔街预期的1.1亿。这迫使投资者想知道：这是因为人们正在接种疫苗并远离流媒体吗？Netflix上季度的订阅增长也缓慢。</blockquote></p><p> Down but not out: Disney said it remains on track to reach its long-term subscriber goals despite the apparent slowdown. It's betting that as the pandemic eases, it will be able to produce more movies and shows, helping to bring in new customers.</p><p><blockquote>下滑但并未出局：迪士尼表示，尽管经济明显放缓，但仍有望实现其长期订户目标。该公司押注，随着疫情的缓解，它将能够制作更多的电影和节目，帮助吸引新客户。</blockquote></p><p> Whether it's right will become clearer in the months ahead, which will pose the true test of whether people actually ditch their sweatpants, get out of the house and shake up the economy once again.</p><p><blockquote>这是否正确将在未来几个月变得更加清晰，这将是人们是否真的抛弃运动裤、走出家门并再次撼动经济的真正考验。</blockquote></p><p> <b>It could get easier to get a credit card without a credit score</b></p><p><blockquote><b>无需信用评分即可获得信用卡可能会变得更容易</b></blockquote></p><p> For years, if you didn't have a credit score it was extremely difficult to get a credit card or certain types of loans. But a new plan among some of the nation's largest banks may help Americans without traditional credit histories get approved.</p><p><blockquote>多年来，如果你没有信用评分，很难获得信用卡或某些类型的贷款。但美国一些最大银行的一项新计划可能会帮助没有传统信用记录的美国人获得批准。</blockquote></p><p> Ten banks — including JPMorgan Chase (JPM), Wells Fargo (WFC) and U.S. Bancorp (USB) — have tentatively agreed to a plan to share data like bank account deposits and bill payment activity to help qualify borrowers without traditional credit histories, according to the Wall Street Journal.</p><p><blockquote>据报道，包括摩根大通(JPM)、富国银行(WFC)和美国合众银行(USB)在内的十家银行已初步同意一项共享银行账户存款和账单支付活动等数据的计划，以帮助没有传统信用记录的借款人获得资格。华尔街日报。</blockquote></p><p> The push for financial institutions to come to a data sharing agreement came from a program run by the Office of the Comptroller of the Currency. The OCC has confirmed there is a plan, but the details of the agreement among the banks still need to be worked out.</p><p><blockquote>金融机构达成数据共享协议的推动力来自货币监理署运行的一项计划。OCC已确认有一项计划，但银行之间协议的细节仍需制定。</blockquote></p><p> Should the proposed arrangement go through, it would mean that if you don't have a credit score but you have a bank account at Wells Fargo, for example, you can use that financial history to help you get a credit card with another bank, like JPMorgan Chase.</p><p><blockquote>如果拟议的安排获得通过，这将意味着，例如，如果您没有信用评分，但在富国银行拥有银行账户，您可以利用该财务历史记录来帮助您在另一家银行获得信用卡，例如摩根大通。</blockquote></p><p> \"This will give millions of Americans the opportunity to access credit that's essential to building wealth — buying a home, starting a business, or financing education,\" Trish Wexler, a spokesperson for JPMorgan Chase, told CNN Business.</p><p><blockquote>摩根大通发言人特里什·韦克斯勒(Trish Wexler)告诉CNN Business：“这将使数百万美国人有机会获得信贷，这对于积累财富至关重要——买房、创业或资助教育。”</blockquote></p><p> The backstory: There are currently 53 million people without a credit score, according to the Fair Isaac Corporation, the creator of FICO credit scores. These consumers, who are disproportionately lower income and people of color, face higher borrowing costs because they're forced to turn to products like payday loans.</p><p><blockquote>背景故事：根据FICO信用评分的创建者Fair Isaac Corporation的数据，目前有5300万人没有信用评分。这些消费者是不成比例的低收入和有色人种，他们面临更高的借贷成本，因为他们被迫转向发薪日贷款等产品。</blockquote></p><p> Banks and lenders refer to those without credit history as \"credit invisible.\" This group can include young people or recent immigrants, as well as people who haven't used credit in a long time or who have lost their access due to financial difficulties.</p><p><blockquote>银行和贷方将那些没有信用记录的人称为“隐形信用”。这个群体可以包括年轻人或新移民，以及很长时间没有使用信贷或由于经济困难而失去信贷的人。</blockquote></p><p> The business angle: Big banks may also be eager to revise their policies as online upstarts chip away at demand for their products.</p><p><blockquote>商业角度：随着在线新贵削弱对其产品的需求，大银行也可能渴望修改其政策。</blockquote></p><p></p><p> \"Some of this cooperation among the biggest banks may be a bit of reaction to smaller banks and fintech companies infringing on their space,\" said Matt Schulz, chief industry analyst at LendingTree.</p><p><blockquote>LendingTree首席行业分析师马特·舒尔茨(Matt Schulz)表示：“大型银行之间的一些合作可能是对小型银行和金融科技公司侵犯其空间的反应。”</blockquote></p><p> <b>Target will temporarily stop selling trading cards amid frenzy</b></p><p><blockquote><b>Target将在狂热中暂时停止销售交易卡</b></blockquote></p><p> Target (TGT) has announced that it will stop selling trading cards in its stores following a violent dispute at one of its locations — a sign of just how overheated the market for collectibles has become.</p><p><blockquote>塔吉特(TGT)宣布，在其一个门店发生暴力纠纷后，将停止在其商店销售交易卡，这表明收藏品市场已经变得多么过热。</blockquote></p><p> The details: Last week, a Target in Wisconsin was locked down after a man was physically assaulted by four others over sports trading cards.</p><p><blockquote>细节：上周，威斯康星州的一个目标被锁定，此前一名男子因体育交易卡被另外四人殴打。</blockquote></p><p> \"The safety of our guests and our team is our top priority,\" Target said in a statement. \"Out of an abundance of caution, we've decided to temporarily suspend the sale of MLB, NFL, NBA and Pokémon trading cards within our stores, effective [Friday].\"</p><p><blockquote>塔吉特在一份声明中表示：“客人和团队的安全是我们的首要任务。”“出于谨慎，我们决定从[周五]起暂时停止在我们的商店内销售MLB、NFL、NBA和Pokémon交易卡。”</blockquote></p><p> The cards will still be available online, the company said.</p><p><blockquote>该公司表示，这些卡仍将在网上提供。</blockquote></p><p> Remember: The value of trading cards has skyrocketed in recent months during the Covid-19 pandemic. That's grabbed interest from both amateur and professional investors looking to cash in on spectacular returns.</p><p><blockquote>请记住：近几个月来，在Covid-19大流行期间，交易卡的价值飙升。这引起了业余和专业投资者的兴趣，他们希望获得惊人的回报。</blockquote></p><p> Target previously was limiting card purchases to just one item a day, saying that guests were lining up overnight to get their hands on hot items, per CNN affiliate WISN.</p><p><blockquote>据CNN附属机构WISN报道，塔吉特百货此前限制每天只能购买一件商品，称客人会连夜排队购买热门商品。</blockquote></p><p> Walmart (WMT), for its part, said it will keep selling cards in stores for now.</p><p><blockquote>沃尔玛(WMT)则表示，目前将继续在商店销售贺卡。</blockquote></p><p> \"We are determining what, if any, changes are needed to meet customer demand while ensuring a safe and enjoyable shopping experience,\" a spokesperson said in a statement.</p><p><blockquote>一位发言人在一份声明中表示：“我们正在确定需要做出哪些改变（如果有的话），以满足客户需求，同时确保安全、愉快的购物体验。”</blockquote></p><p> <b>Up next</b></p><p><blockquote><b>下一个</b></blockquote></p><p> Data on US retail sales, import and export prices and industrial production arrives at 8:30 a.m. ET.</p><p><blockquote>美国零售销售、进出口价格和工业生产数据将于美国东部时间上午8:30公布。</blockquote></p><p> Coming next week: Home Depot (HD) and Lowe's (LOW) report earnings as the housing market booms.</p><p><blockquote>下周：随着房地产市场的繁荣，家得宝(HD)和劳氏(LOW)公布收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/05/14/investing/premarket-stocks-trading/index.html\">CNN</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":{"ABNB":"爱彼迎","DIS":"迪士尼","DASH":"DoorDash, Inc."},"source_url":"https://edition.cnn.com/2021/05/14/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173244066","content_text":"London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.\nThe big question: As the coronavirus situation improves in countries like the United States, which trends from the past 14 months will have staying power, and which will be resigned to the pandemic past?\nAirbnb, DoorDash and Disney (DIS), which reported results after US markets closed on Thursday, provide some idea.\nAirbnb: The company said interest in travel is surging again as vaccines become more widely available, pointing to a sharp increase in bookings in the United Kingdom immediately after British Prime Minister Boris Johnson announced plans in February to gradually exit lockdown. For US customers aged 60 and above, searches on Airbnb for summer travel rose by more than 60% between February and March.\nThe company is also ready for more customers to use Airbnb for longer-term stays as they take advantage of greater acceptance of remote work. It said that nearly a quarter of stays last quarter were for 28 days or more, up 14% from 2019. Shares are down slightly in premarket trading.\nDoorDash: People are still ordering lots of food delivery even as restaurants open back up for traditional dining. DoorDash reported a 198% jump in revenue last quarter to $1.1 billion even as it dealt with a shortage of workers, and increased its full-year outlook.\n\"As markets continued reopening and in-store dining increased across the US, the impact to our order volume was smaller than we expected, which contributed to strong performance in the quarter,\" the company said, though it cautioned that may have been partially attributable to stimulus checks. Shares are up almost 9% in premarket trading.\nDisney: Streaming has carried Disney through the pandemic, with Disney+ growing to more than 100 million subscribers. Yet the biggest star in Disney's media universe appears to be shining a little less bright, sending shares down 4%.\nThe company said Thursday that Disney+ now has 103.6 million subscribers, below the 110 million Wall Street was expecting. That's forced investors to wonder: Is that because people are getting vaccinated and stepping away from streaming? Netflix also reported sluggish subscription growth last quarter.\nDown but not out: Disney said it remains on track to reach its long-term subscriber goals despite the apparent slowdown. It's betting that as the pandemic eases, it will be able to produce more movies and shows, helping to bring in new customers.\nWhether it's right will become clearer in the months ahead, which will pose the true test of whether people actually ditch their sweatpants, get out of the house and shake up the economy once again.\nIt could get easier to get a credit card without a credit score\nFor years, if you didn't have a credit score it was extremely difficult to get a credit card or certain types of loans. But a new plan among some of the nation's largest banks may help Americans without traditional credit histories get approved.\nTen banks — including JPMorgan Chase (JPM), Wells Fargo (WFC) and U.S. Bancorp (USB) — have tentatively agreed to a plan to share data like bank account deposits and bill payment activity to help qualify borrowers without traditional credit histories, according to the Wall Street Journal.\nThe push for financial institutions to come to a data sharing agreement came from a program run by the Office of the Comptroller of the Currency. The OCC has confirmed there is a plan, but the details of the agreement among the banks still need to be worked out.\nShould the proposed arrangement go through, it would mean that if you don't have a credit score but you have a bank account at Wells Fargo, for example, you can use that financial history to help you get a credit card with another bank, like JPMorgan Chase.\n\"This will give millions of Americans the opportunity to access credit that's essential to building wealth — buying a home, starting a business, or financing education,\" Trish Wexler, a spokesperson for JPMorgan Chase, told CNN Business.\nThe backstory: There are currently 53 million people without a credit score, according to the Fair Isaac Corporation, the creator of FICO credit scores. These consumers, who are disproportionately lower income and people of color, face higher borrowing costs because they're forced to turn to products like payday loans.\nBanks and lenders refer to those without credit history as \"credit invisible.\" This group can include young people or recent immigrants, as well as people who haven't used credit in a long time or who have lost their access due to financial difficulties.\nThe business angle: Big banks may also be eager to revise their policies as online upstarts chip away at demand for their products.\n\"Some of this cooperation among the biggest banks may be a bit of reaction to smaller banks and fintech companies infringing on their space,\" said Matt Schulz, chief industry analyst at LendingTree.\nTarget will temporarily stop selling trading cards amid frenzy\nTarget (TGT) has announced that it will stop selling trading cards in its stores following a violent dispute at one of its locations — a sign of just how overheated the market for collectibles has become.\nThe details: Last week, a Target in Wisconsin was locked down after a man was physically assaulted by four others over sports trading cards.\n\"The safety of our guests and our team is our top priority,\" Target said in a statement. \"Out of an abundance of caution, we've decided to temporarily suspend the sale of MLB, NFL, NBA and Pokémon trading cards within our stores, effective [Friday].\"\nThe cards will still be available online, the company said.\nRemember: The value of trading cards has skyrocketed in recent months during the Covid-19 pandemic. That's grabbed interest from both amateur and professional investors looking to cash in on spectacular returns.\nTarget previously was limiting card purchases to just one item a day, saying that guests were lining up overnight to get their hands on hot items, per CNN affiliate WISN.\nWalmart (WMT), for its part, said it will keep selling cards in stores for now.\n\"We are determining what, if any, changes are needed to meet customer demand while ensuring a safe and enjoyable shopping experience,\" a spokesperson said in a statement.\nUp next\nData on US retail sales, import and export prices and industrial production arrives at 8:30 a.m. ET.\nComing next week: Home Depot (HD) and Lowe's (LOW) report earnings as the housing market booms.","news_type":1,"symbols_score_info":{"DASH":0.9,"ABNB":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198595245,"gmtCreate":1620968034287,"gmtModify":1634194876811,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Comment ty","listText":"Comment ty","text":"Comment ty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/198595245","repostId":"2135945620","repostType":4,"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193815851,"gmtCreate":1620779342473,"gmtModify":1634196410479,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/193815851","repostId":"2134269356","repostType":4,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604095389,"gmtCreate":1639276874261,"gmtModify":1639276874539,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/604095389","repostId":"2190671014","repostType":4,"isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147036059,"gmtCreate":1626318668671,"gmtModify":1633927900074,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Commnet&nbsp;","listText":"Commnet&nbsp;","text":"Commnet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/147036059","repostId":"2151548988","repostType":4,"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164120182,"gmtCreate":1624182481046,"gmtModify":1634009713029,"author":{"id":"3579998898288031","authorId":"3579998898288031","name":"MamaLee","avatar":"https://static.tigerbbs.com/3b65143242ad70cd231ddce7436fdb25","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579998898288031","idStr":"3579998898288031"},"themes":[],"htmlText":"Comment&nbsp;","listText":"Comment&nbsp;","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/164120182","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}