MK8888的个人主页 - 老虎社区

MK8888

MK8888

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0勋章

2021-07-03

$NVIDIA Corp(NVDA)$Will I get 40 shares on 20 Jul if I buy 10 shares on the 19 Jul?Thanks.

2021-06-22

Like and comment.

抱歉，原内容已删除

2021-09-12

👍

抱歉，原内容已删除

2021-05-27

$SEMBCORP MARINE LTD(S51.SI)$Huat!

2021-07-05

Don’t think any impact.

抱歉，原内容已删除

2021-06-29

🚀🚀🚀🚀🚀 fire up.

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2021-08-29

👍

This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>

2021-08-08

$SINGAPORE AIRLINES LTD(C6L.SI)$SG is opening up.SIA should benefit.

2021-07-20

Buy the dip.

抱歉，原内容已删除

2021-07-27

💪

Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量猛增98%；公司提高了成本较低的电动汽车的利润率</blockquote>

2021-07-21

💪💪💪

抱歉，原内容已删除

2021-06-30

$ISDN HOLDINGS LIMITED(I07.SI)$Getting better. 🚀🚀🚀

2021-06-30

Tech are so strong. 💪💪💪

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2021-11-14

👍

Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</blockquote>

2021-09-12

👍

US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>

2021-08-07

👍

抱歉，原内容已删除

2021-08-06

💪💪💪

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2021-08-03

Don’t worry.

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2021-07-14

Be careful

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2021-09-16

👍

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然后大盘就泄了，成长股跌的一塌糊涂，芯片和汽车领跌。 换我我也怕啊，你这周五数据得糟糕到什么程度还要出来提前打预防针。 从经济学家们预估的中值来看，市场普遍预期此次CPI将会达到6.7%以上，或创1982年夏季以来最高水平。。待会看数据，要真是这么高，市场会进一步抬高加息和缩减速度加快的预期。此前10月CPI同比增长超过6%，创1990年以来最高水平。 受通胀情绪影响，科技股普跌，芯片股领跌。 更别提今天马斯克跳出来说要辞职CEO专心当网红，再结合他最近卖卖卖的举动，盘前<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 毫无意外下跌。 put数据上，没有特别的风险提示，因为iv一直很高一直是put池常客，属于一年四季都也可以靠sell&nbsp;put赚钱的那种股票。但芯片股<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 要注意回调风险了，周权和月权数据今天都出现了，但周五不开仓先观察，下周一再做考虑。 继续持有<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和大盘<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 多头，上述影响盘中再做评估。道指代表的传统行业上涨意愿更强烈，奈何科技股带偏了，像极了想去商店买东西的小孩，最后被大人活生生拽走了。 大家周末愉快！","listText":"周四大盘回调了，因为拜登这老头子例行讲话时额外警告了一下，不要过度解读周五的通胀数据。 然后大盘就泄了，成长股跌的一塌糊涂，芯片和汽车领跌。 换我我也怕啊，你这周五数据得糟糕到什么程度还要出来提前打预防针。 从经济学家们预估的中值来看，市场普遍预期此次CPI将会达到6.7%以上，或创1982年夏季以来最高水平。。待会看数据，要真是这么高，市场会进一步抬高加息和缩减速度加快的预期。此前10月CPI同比增长超过6%，创1990年以来最高水平。 受通胀情绪影响，科技股普跌，芯片股领跌。 更别提今天马斯克跳出来说要辞职CEO专心当网红，再结合他最近卖卖卖的举动，盘前<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 毫无意外下跌。 put数据上，没有特别的风险提示，因为iv一直很高一直是put池常客，属于一年四季都也可以靠sell&nbsp;put赚钱的那种股票。但芯片股<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 要注意回调风险了，周权和月权数据今天都出现了，但周五不开仓先观察，下周一再做考虑。 继续持有<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和大盘<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 多头，上述影响盘中再做评估。道指代表的传统行业上涨意愿更强烈，奈何科技股带偏了，像极了想去商店买东西的小孩，最后被大人活生生拽走了。 大家周末愉快！","text":"周四大盘回调了，因为拜登这老头子例行讲话时额外警告了一下，不要过度解读周五的通胀数据。 然后大盘就泄了，成长股跌的一塌糊涂，芯片和汽车领跌。 换我我也怕啊，你这周五数据得糟糕到什么程度还要出来提前打预防针。 从经济学家们预估的中值来看，市场普遍预期此次CPI将会达到6.7%以上，或创1982年夏季以来最高水平。。待会看数据，要真是这么高，市场会进一步抬高加息和缩减速度加快的预期。此前10月CPI同比增长超过6%，创1990年以来最高水平。 受通胀情绪影响，科技股普跌，芯片股领跌。 更别提今天马斯克跳出来说要辞职CEO专心当网红，再结合他最近卖卖卖的举动，盘前$特斯拉(TSLA)$ 毫无意外下跌。 put数据上，没有特别的风险提示，因为iv一直很高一直是put池常客，属于一年四季都也可以靠sell put赚钱的那种股票。但芯片股$英伟达(NVDA)$ $AMD(AMD)$ 要注意回调风险了，周权和月权数据今天都出现了，但周五不开仓先观察，下周一再做考虑。 继续持有$苹果(AAPL)$ 和大盘$标普500ETF(SPY)$ 多头，上述影响盘中再做评估。道指代表的传统行业上涨意愿更强烈，奈何科技股带偏了，像极了想去商店买东西的小孩，最后被大人活生生拽走了。 大家周末愉快！","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605836404","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605926399,"gmtCreate":1639103402325,"gmtModify":1639103410347,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605926399","repostId":"602655762","repostType":1,"repost":{"id":602655762,"gmtCreate":1639018153853,"gmtModify":1716217704393,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【12月9日】疫苗利好再度传来！苹果新高，中概上涨！今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日，恒生指数开盘上涨171.54点，涨幅0.71%，报24168.41点；国企指数开盘上涨63.25点，涨幅0.74%，报8586.15点；红筹指数开盘上涨7.83点，涨幅0.2%，报3878.09点。 恒生科技指数涨0.91%，大型科技股涨跌不一，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅低开； 港股教育板块走高，<a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 涨近6％，新东方在线涨超4","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日，恒生指数开盘上涨171.54点，涨幅0.71%，报24168.41点；国企指数开盘上涨63.25点，涨幅0.74%，报8586.15点；红筹指数开盘上涨7.83点，涨幅0.2%，报3878.09点。 恒生科技指数涨0.91%，大型科技股涨跌不一，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅低开； 港股教育板块走高，<a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 涨近6％，新东方在线涨超4","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日，恒生指数开盘上涨171.54点，涨幅0.71%，报24168.41点；国企指数开盘上涨63.25点，涨幅0.74%，报8586.15点；红筹指数开盘上涨7.83点，涨幅0.2%，报3878.09点。 恒生科技指数涨0.91%，大型科技股涨跌不一，$百度集团-SW(09888)$ 、$美团-W(03690)$ 涨超2%，$阿里巴巴-SW(09988)$ 、$腾讯控股(00700)$ 涨超1%，$网易-S(09999)$ 跌1.7%，$快手-W(01024)$ 、$小米集团-W(01810)$ 小幅低开； 港股教育板块走高，$新东方-S(09901)$ 涨近6％，新东方在线涨超4","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602655762","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876569965,"gmtCreate":1637332626588,"gmtModify":1637332626913,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876569965","repostId":"876397745","repostType":1,"repost":{"id":876397745,"gmtCreate":1637258452030,"gmtModify":1708926202010,"author":{"id":"3545995761422355","authorId":"3545995761422355","name":"不二说价值","avatar":"https://static.tigerbbs.com/56fa489972246881ba23cfecebfd4c45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545995761422355","idStr":"3545995761422355"},"themes":[],"title":"哔哩哔哩（B站）股票财报后两天暴跌30%，小破站会重蹈牛夫人爱奇艺的覆辙么？","htmlText":"\n \n \n  📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢&nbsp;我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>&nbsp;\n \n","listText":"📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢&nbsp;我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>&nbsp;","text":"📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：十万刀空间站独家内容和丰富福利介绍$哔哩哔哩(BILI)$ $爱奇艺(IQ)$ $Netflix, Inc.(NFLX)$ $百度(BIDU)$ $谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/5f230cb55b47dc8fd364965b5160cab6","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876397745","isVote":1,"tweetType":2,"object":{"id":"78b42b57ac2640bbb55b138315a8bba3","tweetId":"876397745","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/8d7d3c03387702291639699256/fqPGAPa2TrsA.mp4","poster":"https://static.tigerbbs.com/5f230cb55b47dc8fd364965b5160cab6"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873356189,"gmtCreate":1636863507337,"gmtModify":1636863507456,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873356189","repostId":"1159096163","repostType":4,"repost":{"id":"1159096163","kind":"news","pubTimestamp":1636851053,"share":"https://www.laohu8.com/m/news/1159096163?lang=zh_CN&edition=full","pubTime":"2021-11-14 08:50","market":"us","language":"en","title":"Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096163","media":"Barrons","summary":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce","content":"<p>By the time the pandemic hit the U.S. economy, the outlook for&nbsp;Abercrombie &amp; Fitch&nbsp;seemed dire.</p><p><blockquote>当疫情袭击美国经济时，Abercrombie&amp;Fitch的前景似乎很糟糕。</blockquote></p><p> Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p><p><blockquote>Abercrombie（股票代码：ANF）曾经是购物中心的主食，以鲜明、性感的广告和深色、香水味十足的商店俘获了青少年的心和钱包，但其股价在2017年创下新低。购物者对该品牌的厌恶和商场客流量的稳步下降给其未来蒙上了阴影。然后，在2020年3月，冠状病毒开始关闭全国各地的商场和商店。</blockquote></p><p> The retail apocalypse, it seemed, was about to claim another victim.</p><p><blockquote>零售业的末日似乎即将夺走另一个受害者。</blockquote></p><p> But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p><p><blockquote>但在去葬礼的路上发生了令人惊讶的事情：Abercrombie享受了自2000年代全盛时期以来最好的一年。在首席执行官弗兰·霍洛维茨(Fran Horowitz)的领导下，该公司进行了品牌重塑，发布了更具包容性的信息，并将重点转向年轻专业人士，同时针对青少年微调了霍利斯特品牌。</blockquote></p><p> Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p><p><blockquote>截至7月31日，该公司第二财季收入同比增长24%，较大流行前水平增长3%。随着现金充裕的购物者涌向商店，其股价今年上涨了120%。</blockquote></p><p> “Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p><p><blockquote>霍洛维茨在接受采访时表示：“品牌认知度很难改变，需要时间才能与消费者重新建立信任。”<i>巴伦周刊</i>.“因此，我们很高兴地说，在2021年，我们显然看到了所有这些努力工作的美妙效果。”</blockquote></p><p> Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p><p><blockquote>Abercrombie并不是唯一一个进入新增长期的零售品牌。在过去的一年里，许多美国零售商不仅走出了深渊，还利用疫情带来的宏观经济变化，推动自己进入了意想不到的复兴。</blockquote></p><p> Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including&nbsp;Macy’s&nbsp;(M),Nordstrom&nbsp;(JWN), Famous Footwear parent Caleres&nbsp;(CAL), and&nbsp;Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p><p><blockquote>在强劲的市场和急于花掉疫情积蓄的消费者的推动下，成功将实体业务与数字战略相结合的品牌销售额飙升，股价上涨。许多大型购物中心零售商的股价飙升，包括梅西百货(M)、诺德斯特龙(JWN)、著名鞋类母公司Caleres(CAL)和Signet Jewelers(SIG)，这些公司在过去12个月内都上涨了至少100%。</blockquote></p><p> These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p><p><blockquote>这些公司现在准备从可能创纪录的假期中获益。根据全国零售联合会的数据，消费者可能会花费8510亿美元，比去年创纪录的7770亿美元增长9.5%，是过去五年4.4%平均增幅的两倍多。</blockquote></p><p> No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p><p><blockquote>没有人知道这场派对是否会持续下去，或者这些商店是否只是在捕捉未来可能发生的销售。在零售销售正常化之前，企业需要应对一系列供应链和通胀压力，这些压力可能会抑制假日销售。</blockquote></p><p> But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p><p><blockquote>但意外的复兴重申了许多品牌对实体店力量的信念。虽然他们仍在大力投资在线业务，但他们继续在实体未来上下大赌注。随着对实体店投资的继续，许多人曾经预期的实体零售商的消亡似乎不再那么确定。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>富裕家庭计划在这个假期平均花费2624美元，比去年增加15%。</span></p></blockquote></p><p> The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as&nbsp;Amazon.com&nbsp;(AMZN) and&nbsp;Walmart (WMT) saw their best year ever.</p><p><blockquote>疫情对零售商来说并不理想，但它提供了一些独特的机会。问题是显而易见的。人们害怕亲自购物。购物者——甚至是婴儿潮一代——以意想不到的数量涌向网上。亚马逊（AMZN）和沃尔玛（WMT）等零售巨头经历了有史以来最好的一年。</blockquote></p><p> “The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p><p><blockquote>Columbia Threadneedle Investments零售分析师Mari Shor表示：“投资者情绪——尤其是短期对冲基金类型投资者——刚刚对该集团变得非常负面。”“我只是认为投资者并没有真正相信公司或消费者。”</blockquote></p><p> Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p><p><blockquote>肖尔表示，投资者的怀疑根源于这样一种观念，即传统零售商，无论是大流行前还是大流行后，都无法生存。</blockquote></p><p> But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p><p><blockquote>但疫情给了零售商一个难得的机会，让他们关闭表现不佳的门店，专注于优秀的门店。许多零售商还专注于在网上做得更好，并将销售策略转向消费者，无论他们何时何地想购物——无论是网上购物、移动购物还是店内购物。</blockquote></p><p> In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p><p><blockquote>萨克斯第五大道精品百货店(Saks Fifth Avenue)的母公司剥离了其电子商务部门，该部门目前预计将上市，目标估值为60亿美元。</blockquote></p><p> Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p><p><blockquote>事实证明，这种方法至关重要。据美国零售联合会估计，今年假期在线和其他非商店销售额预计将增长11%至15%，可能达到2260亿美元的高点。</blockquote></p><p></p><p> “We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p><p><blockquote>Global X负责电子商务的研究分析师佩德罗·帕兰德拉尼(Pedro Palandrani)表示：“我们认为，这场大流行不仅加速了电子商务在全球的采用，还扩大了市场。”</blockquote></p><p> Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p><p><blockquote>Abercrombie在其数字战略上投资了数亿美元，强调通过改进公司网站以及为在线购买建立店内退货和提货等举措，从数字体验平稳过渡到店内体验。Horowitz表示，疫情的到来促使Abercrombie关闭了全球130家门店和该品牌50%的旗舰店，使过去10年关闭的门店总数达到约500家，同时战略性地开设了一些重要的新店。</blockquote></p><p> “Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p><p><blockquote>“商店很重要，但它们必须是合适的规模、合适的位置和合适的经济效益，”她说。“你把它和数字结合在一起，它就等于魔法。”</blockquote></p><p> Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p><p><blockquote>B.Riley Securities分析师苏珊·安德森(Susan Anderson)表示，实体店不仅是吸引亲自购物者的经济高效的方式，而且还可以作为在线提货和退货以及本地运输的重要配送中心。近年来，即使是Warby Parker(WRBY)等在线零售商也扩大了实体业务，以适应购物者的偏好。“消费者希望随时随地购物，”安德森说。</blockquote></p><p> That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p><p><blockquote>这种行为会以意想不到的方式演变。商场和实体店在精通数字技术的青少年和年轻人中越来越受欢迎。</blockquote></p><p> According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p><p><blockquote>今年早些时候，设计公司BHDP委托对1,000名购物者进行的一项调查显示，55%的14至17岁青少年表示他们现在在室内购物中心购物，90%的人计划明年去购物中心。接受调查的18至24岁购物者也回到商场，试穿产品，利用店内促销活动，并进行退货。德勤(Deloitte)美国零售和分销副主席罗德·赛德斯(Rod Sides)表示，这种转变导致零售商放弃了对特定人群的旧观点和假设。</blockquote></p><p> The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p><p><blockquote>疫情期间的战略转变使许多零售商在今年购物中心和市中心的重新开放中处于更好的位置——购物者渴望打开钱包。</blockquote></p><p> During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p><p><blockquote>在疫情期间，一些消费者变得出乎意料地富有。他们获得了刺激付款，从旅行费用下降中节省下来，并看到市场飙升。如今，所有收入水平的消费者储蓄都处于或接近创纪录水平。德勤(Deloitte)的一项年度研究发现，富裕家庭计划在这个假期的支出比去年增加15%，平均每户2,624美元，推动了假期的大部分增长。</blockquote></p><p> “You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p><p><blockquote>穆迪分析公司首席经济学家马克·赞迪表示：“你有大量现金，而且有相当多被压抑的需求。”</blockquote></p><p> Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p><p><blockquote>根据美国人口普查局的数据，9月份零售和食品服务销售额估计增至6250亿美元，比10月份增长0.7%，同比增长13.9%。仅零售额就比8月份增长了0.8%。花旗集团经济学家维罗妮卡·克拉克(Veronica Clark)表示：“我们预计9月份会出现一些回调，但我们没有。”</blockquote></p><p> Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly&nbsp;Mastercard&nbsp;spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p><p><blockquote>全国零售联合会主席兼首席执行官马修·谢伊(Matthew Shay)在10月份的媒体吹风会上表示，进入假期，零售商比十年前健康得多。万事达卡年度支出指数预测，本季美国零售额将增长7.4%，其中服装、百货商店、珠宝和奢侈品将大幅增长。</blockquote></p><p> Luxury retailer&nbsp;Burberry Group&nbsp;(BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And&nbsp;Tapestry&nbsp;(TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p><p><blockquote>以格子呢面料和围巾闻名的奢侈品零售商博柏利集团(BRBY.UK)上周表示，2022财年上半年可比销售额增长37%，全价销售额正以两位数的速度增长。Coach母公司Tapestry(TPR)公布的第一财季财报好于预期，上调了2022年销售额和利润预期。</blockquote></p><p> Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p><p><blockquote>一些分析师看好零售业，考恩表示，“许多奢侈品牌已经成功地应对了价格上涨，并可能受益于美国和国际上历史上强劲的消费者资产负债表。”Wolfe Research青睐Nordstrom和Tapestry等公司，分析师在一份报告中写道，“美国消费者支出的几乎所有主要驱动因素都青睐高端产品。”</blockquote></p><p> Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p><p><blockquote>与此同时，更多的美国人开始来到购物中心。Placer.ai购物中心——流量统计显示，与2019年相比，10月份室内购物中心的客流量增长了3%，室外购物中心的客流量增长了5%——这是购物中心商店库存飙升的原因之一。拥有这些购物中心的西蒙地产集团(SPG)的股价在2021年上涨了约90%。</blockquote></p><p></p><p> “With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p><p><blockquote>泰森斯高级营销经理林赛·佩塔克(Lindsay Petak)表示：“随着越来越多的人完全接种疫苗，再加上许多人出于供应链担忧为即将到来的假期提前购物，自7月份以来，我们看到客流量稳步上升。”华盛顿地区的角落中心。该购物中心归Macerich(MAC)所有，该公司的股价今年也几乎翻了一番。</blockquote></p><p> All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the&nbsp;SPDR S&amp;P Retail&nbsp;exchanged-trade fund (XRT) was up 85%, while the S&amp;P 500 rose 33%. The&nbsp;Invesco S&amp;P 500 Equal Weight Consumer Discretionary&nbsp;ETF (RCD) has outperformed the S&amp;P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p><p><blockquote>所有这些都加剧了遭受重创的零售商多年来的股价上涨。过去一年，SPDR S&amp;P零售交易所交易基金(XRT)上涨了85%，而标普500则上涨了33%。景顺标普500等权重非必需消费品ETF（RCD）今年的表现优于标普500 5个百分点，这表明投资者仍然看好零售销售。</blockquote></p><p> “We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p><p><blockquote>NRF的谢伊说：“我们看到百货商店、服装和非必需消费品零售商在经济重新开放后就真正反弹了。”“根据我们所做的消费者调查工作，百货商店始终是节日期间的热门目的地……它们继续位居今年人们购物场所的榜首。”</blockquote></p><p> All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p><p><blockquote>尽管如此，分析师和投资者仍然对实体店所扮演的角色充满信心，实体店可能看起来与在线商店不同，但它们将继续存在。</blockquote></p><p> The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p><p><blockquote>从长远来看，零售业复兴是否可持续还没有定论。零售商在远离正常的宏观经济环境中运营，这使得任何猜测都更具投机性。</blockquote></p><p> “I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p><p><blockquote>杰富瑞(Jefferies)分析师珍妮·斯蒂彻特(Janine Stichter)表示：“我认为我们还没有正常的洞察力，因为目前整个业务存在太多复杂性。”</blockquote></p><p> Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p><p><blockquote>企业正在努力应对持续的供应链担忧、通胀压力和持续的劳动力短缺，尽管所有迹象都表明假日季度表现强劲，但这些问题可能会影响盈利。“供应链问题是真实存在的，”霍洛维茨说。</blockquote></p><p> Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p><p><blockquote>Abercrombie在第二季度收益看涨期权中表示，由于供应链限制，该公司预计销售将受到适度影响，而更大的影响来自运费通胀。</blockquote></p><p> To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p><p><blockquote>花旗集团的克拉克表示，为了缓解供应链压力，零售商鼓励消费者尽早开始购物，这一趋势可能会扭曲年终销售数据。如果购物者提前购买礼物，与往年相比，11月和12月的礼物数量可能会有所下降。“这并不一定是支出疲软得多；只是几个月的分布不同，”她说。</blockquote></p><p> On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p><p><blockquote>Stichter表示，另一方面，低库存将为零售商提供更高的定价权，有助于抵消供应链中断。波士顿学院经济学家萨沙·托米奇表示，虽然这对零售商有利，但可能会进一步推高价格。</blockquote></p><p> Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p><p><blockquote>纽约梅隆银行洛克伍德顾问公司首席投资官马修·福雷斯特表示，无论风险如何，强劲的业绩都不会永远持续下去。“总体而言，美国经济明显放缓，”他说。“明年我们将放缓。此外，随着我们恢复趋势增长，这正是可能发生的情况。”</blockquote></p><p> The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p><p><blockquote>他表示，随着刺激措施的继续减少，经济最终将退出兴奋状态。他表示，虽然下降可能并不“可怕”，但消费者支出仍将较目前有所下降。</blockquote></p><p> Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p><p><blockquote>不过，Abercrombie正在其实体店的帮助下克服逆风。该公司计划在商店放置更多库存，并将电子商务订单发送到商店，并与Uber、Shipt和Postmates合作提供当天送达服务。</blockquote></p><p> Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p><p><blockquote>其他零售商已经将供应链解决方案掌握在自己手中。特种服装公司American Eagle Outfitters(AEO)最近宣布将收购市中心附近自动化配送中心运营商Quiet Logistics，就在几周前，该公司收购了专注于中英里物流（将产品从仓库运送到零售店）的AirTerra。</blockquote></p><p> “We’re going to just continue at it,” Horowitz says.</p><p><blockquote>“我们将继续这样做，”霍洛维茨说。</blockquote></p><p> As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</p><p><blockquote>随着零售商的前进，末日预言家可能不得不推迟预示零售业的末日。目前，人们的情绪很明显：消费者正在重新发现实体购物的乐趣。商场又变得凉爽了。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</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\">\nShoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-14 08:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>By the time the pandemic hit the U.S. economy, the outlook for&nbsp;Abercrombie &amp; Fitch&nbsp;seemed dire.</p><p><blockquote>当疫情袭击美国经济时，Abercrombie&amp;Fitch的前景似乎很糟糕。</blockquote></p><p> Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p><p><blockquote>Abercrombie（股票代码：ANF）曾经是购物中心的主食，以鲜明、性感的广告和深色、香水味十足的商店俘获了青少年的心和钱包，但其股价在2017年创下新低。购物者对该品牌的厌恶和商场客流量的稳步下降给其未来蒙上了阴影。然后，在2020年3月，冠状病毒开始关闭全国各地的商场和商店。</blockquote></p><p> The retail apocalypse, it seemed, was about to claim another victim.</p><p><blockquote>零售业的末日似乎即将夺走另一个受害者。</blockquote></p><p> But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p><p><blockquote>但在去葬礼的路上发生了令人惊讶的事情：Abercrombie享受了自2000年代全盛时期以来最好的一年。在首席执行官弗兰·霍洛维茨(Fran Horowitz)的领导下，该公司进行了品牌重塑，发布了更具包容性的信息，并将重点转向年轻专业人士，同时针对青少年微调了霍利斯特品牌。</blockquote></p><p> Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p><p><blockquote>截至7月31日，该公司第二财季收入同比增长24%，较大流行前水平增长3%。随着现金充裕的购物者涌向商店，其股价今年上涨了120%。</blockquote></p><p> “Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p><p><blockquote>霍洛维茨在接受采访时表示：“品牌认知度很难改变，需要时间才能与消费者重新建立信任。”<i>巴伦周刊</i>.“因此，我们很高兴地说，在2021年，我们显然看到了所有这些努力工作的美妙效果。”</blockquote></p><p> Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p><p><blockquote>Abercrombie并不是唯一一个进入新增长期的零售品牌。在过去的一年里，许多美国零售商不仅走出了深渊，还利用疫情带来的宏观经济变化，推动自己进入了意想不到的复兴。</blockquote></p><p> Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including&nbsp;Macy’s&nbsp;(M),Nordstrom&nbsp;(JWN), Famous Footwear parent Caleres&nbsp;(CAL), and&nbsp;Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p><p><blockquote>在强劲的市场和急于花掉疫情积蓄的消费者的推动下，成功将实体业务与数字战略相结合的品牌销售额飙升，股价上涨。许多大型购物中心零售商的股价飙升，包括梅西百货(M)、诺德斯特龙(JWN)、著名鞋类母公司Caleres(CAL)和Signet Jewelers(SIG)，这些公司在过去12个月内都上涨了至少100%。</blockquote></p><p> These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p><p><blockquote>这些公司现在准备从可能创纪录的假期中获益。根据全国零售联合会的数据，消费者可能会花费8510亿美元，比去年创纪录的7770亿美元增长9.5%，是过去五年4.4%平均增幅的两倍多。</blockquote></p><p> No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p><p><blockquote>没有人知道这场派对是否会持续下去，或者这些商店是否只是在捕捉未来可能发生的销售。在零售销售正常化之前，企业需要应对一系列供应链和通胀压力，这些压力可能会抑制假日销售。</blockquote></p><p> But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p><p><blockquote>但意外的复兴重申了许多品牌对实体店力量的信念。虽然他们仍在大力投资在线业务，但他们继续在实体未来上下大赌注。随着对实体店投资的继续，许多人曾经预期的实体零售商的消亡似乎不再那么确定。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>富裕家庭计划在这个假期平均花费2624美元，比去年增加15%。</span></p></blockquote></p><p> The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as&nbsp;Amazon.com&nbsp;(AMZN) and&nbsp;Walmart (WMT) saw their best year ever.</p><p><blockquote>疫情对零售商来说并不理想，但它提供了一些独特的机会。问题是显而易见的。人们害怕亲自购物。购物者——甚至是婴儿潮一代——以意想不到的数量涌向网上。亚马逊（AMZN）和沃尔玛（WMT）等零售巨头经历了有史以来最好的一年。</blockquote></p><p> “The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p><p><blockquote>Columbia Threadneedle Investments零售分析师Mari Shor表示：“投资者情绪——尤其是短期对冲基金类型投资者——刚刚对该集团变得非常负面。”“我只是认为投资者并没有真正相信公司或消费者。”</blockquote></p><p> Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p><p><blockquote>肖尔表示，投资者的怀疑根源于这样一种观念，即传统零售商，无论是大流行前还是大流行后，都无法生存。</blockquote></p><p> But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p><p><blockquote>但疫情给了零售商一个难得的机会，让他们关闭表现不佳的门店，专注于优秀的门店。许多零售商还专注于在网上做得更好，并将销售策略转向消费者，无论他们何时何地想购物——无论是网上购物、移动购物还是店内购物。</blockquote></p><p> In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p><p><blockquote>萨克斯第五大道精品百货店(Saks Fifth Avenue)的母公司剥离了其电子商务部门，该部门目前预计将上市，目标估值为60亿美元。</blockquote></p><p> Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p><p><blockquote>事实证明，这种方法至关重要。据美国零售联合会估计，今年假期在线和其他非商店销售额预计将增长11%至15%，可能达到2260亿美元的高点。</blockquote></p><p></p><p> “We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p><p><blockquote>Global X负责电子商务的研究分析师佩德罗·帕兰德拉尼(Pedro Palandrani)表示：“我们认为，这场大流行不仅加速了电子商务在全球的采用，还扩大了市场。”</blockquote></p><p> Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p><p><blockquote>Abercrombie在其数字战略上投资了数亿美元，强调通过改进公司网站以及为在线购买建立店内退货和提货等举措，从数字体验平稳过渡到店内体验。Horowitz表示，疫情的到来促使Abercrombie关闭了全球130家门店和该品牌50%的旗舰店，使过去10年关闭的门店总数达到约500家，同时战略性地开设了一些重要的新店。</blockquote></p><p> “Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p><p><blockquote>“商店很重要，但它们必须是合适的规模、合适的位置和合适的经济效益，”她说。“你把它和数字结合在一起，它就等于魔法。”</blockquote></p><p> Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p><p><blockquote>B.Riley Securities分析师苏珊·安德森(Susan Anderson)表示，实体店不仅是吸引亲自购物者的经济高效的方式，而且还可以作为在线提货和退货以及本地运输的重要配送中心。近年来，即使是Warby Parker(WRBY)等在线零售商也扩大了实体业务，以适应购物者的偏好。“消费者希望随时随地购物，”安德森说。</blockquote></p><p> That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p><p><blockquote>这种行为会以意想不到的方式演变。商场和实体店在精通数字技术的青少年和年轻人中越来越受欢迎。</blockquote></p><p> According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p><p><blockquote>今年早些时候，设计公司BHDP委托对1,000名购物者进行的一项调查显示，55%的14至17岁青少年表示他们现在在室内购物中心购物，90%的人计划明年去购物中心。接受调查的18至24岁购物者也回到商场，试穿产品，利用店内促销活动，并进行退货。德勤(Deloitte)美国零售和分销副主席罗德·赛德斯(Rod Sides)表示，这种转变导致零售商放弃了对特定人群的旧观点和假设。</blockquote></p><p> The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p><p><blockquote>疫情期间的战略转变使许多零售商在今年购物中心和市中心的重新开放中处于更好的位置——购物者渴望打开钱包。</blockquote></p><p> During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p><p><blockquote>在疫情期间，一些消费者变得出乎意料地富有。他们获得了刺激付款，从旅行费用下降中节省下来，并看到市场飙升。如今，所有收入水平的消费者储蓄都处于或接近创纪录水平。德勤(Deloitte)的一项年度研究发现，富裕家庭计划在这个假期的支出比去年增加15%，平均每户2,624美元，推动了假期的大部分增长。</blockquote></p><p> “You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p><p><blockquote>穆迪分析公司首席经济学家马克·赞迪表示：“你有大量现金，而且有相当多被压抑的需求。”</blockquote></p><p> Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p><p><blockquote>根据美国人口普查局的数据，9月份零售和食品服务销售额估计增至6250亿美元，比10月份增长0.7%，同比增长13.9%。仅零售额就比8月份增长了0.8%。花旗集团经济学家维罗妮卡·克拉克(Veronica Clark)表示：“我们预计9月份会出现一些回调，但我们没有。”</blockquote></p><p> Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly&nbsp;Mastercard&nbsp;spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p><p><blockquote>全国零售联合会主席兼首席执行官马修·谢伊(Matthew Shay)在10月份的媒体吹风会上表示，进入假期，零售商比十年前健康得多。万事达卡年度支出指数预测，本季美国零售额将增长7.4%，其中服装、百货商店、珠宝和奢侈品将大幅增长。</blockquote></p><p> Luxury retailer&nbsp;Burberry Group&nbsp;(BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And&nbsp;Tapestry&nbsp;(TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p><p><blockquote>以格子呢面料和围巾闻名的奢侈品零售商博柏利集团(BRBY.UK)上周表示，2022财年上半年可比销售额增长37%，全价销售额正以两位数的速度增长。Coach母公司Tapestry(TPR)公布的第一财季财报好于预期，上调了2022年销售额和利润预期。</blockquote></p><p> Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p><p><blockquote>一些分析师看好零售业，考恩表示，“许多奢侈品牌已经成功地应对了价格上涨，并可能受益于美国和国际上历史上强劲的消费者资产负债表。”Wolfe Research青睐Nordstrom和Tapestry等公司，分析师在一份报告中写道，“美国消费者支出的几乎所有主要驱动因素都青睐高端产品。”</blockquote></p><p> Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p><p><blockquote>与此同时，更多的美国人开始来到购物中心。Placer.ai购物中心——流量统计显示，与2019年相比，10月份室内购物中心的客流量增长了3%，室外购物中心的客流量增长了5%——这是购物中心商店库存飙升的原因之一。拥有这些购物中心的西蒙地产集团(SPG)的股价在2021年上涨了约90%。</blockquote></p><p></p><p> “With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p><p><blockquote>泰森斯高级营销经理林赛·佩塔克(Lindsay Petak)表示：“随着越来越多的人完全接种疫苗，再加上许多人出于供应链担忧为即将到来的假期提前购物，自7月份以来，我们看到客流量稳步上升。”华盛顿地区的角落中心。该购物中心归Macerich(MAC)所有，该公司的股价今年也几乎翻了一番。</blockquote></p><p> All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the&nbsp;SPDR S&amp;P Retail&nbsp;exchanged-trade fund (XRT) was up 85%, while the S&amp;P 500 rose 33%. The&nbsp;Invesco S&amp;P 500 Equal Weight Consumer Discretionary&nbsp;ETF (RCD) has outperformed the S&amp;P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p><p><blockquote>所有这些都加剧了遭受重创的零售商多年来的股价上涨。过去一年，SPDR S&amp;P零售交易所交易基金(XRT)上涨了85%，而标普500则上涨了33%。景顺标普500等权重非必需消费品ETF（RCD）今年的表现优于标普500 5个百分点，这表明投资者仍然看好零售销售。</blockquote></p><p> “We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p><p><blockquote>NRF的谢伊说：“我们看到百货商店、服装和非必需消费品零售商在经济重新开放后就真正反弹了。”“根据我们所做的消费者调查工作，百货商店始终是节日期间的热门目的地……它们继续位居今年人们购物场所的榜首。”</blockquote></p><p> All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p><p><blockquote>尽管如此，分析师和投资者仍然对实体店所扮演的角色充满信心，实体店可能看起来与在线商店不同，但它们将继续存在。</blockquote></p><p> The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p><p><blockquote>从长远来看，零售业复兴是否可持续还没有定论。零售商在远离正常的宏观经济环境中运营，这使得任何猜测都更具投机性。</blockquote></p><p> “I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p><p><blockquote>杰富瑞(Jefferies)分析师珍妮·斯蒂彻特(Janine Stichter)表示：“我认为我们还没有正常的洞察力，因为目前整个业务存在太多复杂性。”</blockquote></p><p> Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p><p><blockquote>企业正在努力应对持续的供应链担忧、通胀压力和持续的劳动力短缺，尽管所有迹象都表明假日季度表现强劲，但这些问题可能会影响盈利。“供应链问题是真实存在的，”霍洛维茨说。</blockquote></p><p> Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p><p><blockquote>Abercrombie在第二季度收益看涨期权中表示，由于供应链限制，该公司预计销售将受到适度影响，而更大的影响来自运费通胀。</blockquote></p><p> To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p><p><blockquote>花旗集团的克拉克表示，为了缓解供应链压力，零售商鼓励消费者尽早开始购物，这一趋势可能会扭曲年终销售数据。如果购物者提前购买礼物，与往年相比，11月和12月的礼物数量可能会有所下降。“这并不一定是支出疲软得多；只是几个月的分布不同，”她说。</blockquote></p><p> On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p><p><blockquote>Stichter表示，另一方面，低库存将为零售商提供更高的定价权，有助于抵消供应链中断。波士顿学院经济学家萨沙·托米奇表示，虽然这对零售商有利，但可能会进一步推高价格。</blockquote></p><p> Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p><p><blockquote>纽约梅隆银行洛克伍德顾问公司首席投资官马修·福雷斯特表示，无论风险如何，强劲的业绩都不会永远持续下去。“总体而言，美国经济明显放缓，”他说。“明年我们将放缓。此外，随着我们恢复趋势增长，这正是可能发生的情况。”</blockquote></p><p> The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p><p><blockquote>他表示，随着刺激措施的继续减少，经济最终将退出兴奋状态。他表示，虽然下降可能并不“可怕”，但消费者支出仍将较目前有所下降。</blockquote></p><p> Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p><p><blockquote>不过，Abercrombie正在其实体店的帮助下克服逆风。该公司计划在商店放置更多库存，并将电子商务订单发送到商店，并与Uber、Shipt和Postmates合作提供当天送达服务。</blockquote></p><p> Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p><p><blockquote>其他零售商已经将供应链解决方案掌握在自己手中。特种服装公司American Eagle Outfitters(AEO)最近宣布将收购市中心附近自动化配送中心运营商Quiet Logistics，就在几周前，该公司收购了专注于中英里物流（将产品从仓库运送到零售店）的AirTerra。</blockquote></p><p> “We’re going to just continue at it,” Horowitz says.</p><p><blockquote>“我们将继续这样做，”霍洛维茨说。</blockquote></p><p> As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</p><p><blockquote>随着零售商的前进，末日预言家可能不得不推迟预示零售业的末日。目前，人们的情绪很明显：消费者正在重新发现实体购物的乐趣。商场又变得凉爽了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RCD":"READY CAPITAL CORPORATION 9.00% SENIOR NOTES DUE 2029","M":"梅西百货","BBRYF":"Burberry Group Plc","WMT":"沃尔玛","SIG":"西格内特珠宝","BRBY.UK":"巴宝莉","JWN":"诺德斯特龙","TPR":"Tapestry Inc.","ANF":"爱芬奇","AMZN":"亚马逊","CAL":"Caleres鞋业"},"source_url":"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159096163","content_text":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.\nThe retail apocalypse, it seemed, was about to claim another victim.\nBut something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.\nRevenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.\n“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with Barron’s. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”\nAbercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.\nBrands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.\nThese companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.\nNo one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.\nBut the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.\nWealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.\nThe pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.\n“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”\nShor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.\nBut the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.\nIn one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.\nSuch approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.\n“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.\nAbercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.\n“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”\nNot only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.\nThat behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.\nAccording to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.\nThe shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.\nDuring the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.\n“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.\nRetail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.\nRetailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.\nLuxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.\nSome analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”\nMeanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.\n“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.\nAll of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.\n“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”\nAll that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.\nThe verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.\n“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.\nCompanies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.\nAbercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.\nTo ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.\nOn the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.\nWhatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”\nThe economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.\nAbercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.\nOther retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.\n“We’re going to just continue at it,” Horowitz says.\nAs retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.","news_type":1,"symbols_score_info":{"M":0.9,"WMT":0.9,"BBRYF":0.9,"AMZN":0.9,"BRBY.UK":0.9,"JWN":0.9,"RCD":0.9,"SIG":0.9,"TPR":0.9,"ANF":0.9,"CAL":0.9}},"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848299106,"gmtCreate":1635999078948,"gmtModify":1635999087233,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848299106","repostId":"841240973","repostType":1,"repost":{"id":841240973,"gmtCreate":1635918524088,"gmtModify":1635933130348,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"一年15倍，一天翻3倍！安飞士才是今年最牛的美股！","htmlText":"昨天，一个叫<a target=\"_blank\" href=\"https://laohu8.com/S/CAR\">$安飞士(CAR)$</a> 的股票在冲上了美股成交额榜第二名。 定睛一看，好家伙，一天翻了两倍多： 这究竟是什么神仙？ 安飞士（AVIS ）是一家拥有60多年历史的国际租车品牌，代表着租车行业的顶尖水准，业务遍及全球。 说到AVIS不得不提到它最大的竞争对手——赫兹（Hertz） Hertz在租车行业拥有更悠久的历史，2013年还投资过中国的租车巨头【神州租车】，它是租车行业的老大哥。 然而，2020年受到疫情冲击、居家令等因素打击，赫兹却被迫于5月22日，宣布申请破产保护，无力偿还的债务高达190亿美元，并在5月26日收到了纽交所的退市通知。 不过，今年5月迎来了转机，两大投资机构 Knighthead&nbsp;Capital&nbsp;Management&nbsp;和&nbsp;Certares&nbsp;Management 接管了破产重组的&nbsp;赫兹，并注入了&nbsp;59&nbsp;亿美元的投资。 重生的赫兹，随即公布了计划采购10万辆特斯拉的大消息，其粉单股票持续大涨：<a target=\"_blank\" href=\"https://laohu8.com/S/HTZGQ\">$赫兹(HTZGQ)$</a>但赫兹这么一折腾，安飞士则成为了最大受益者。 安飞士的股价在今年节节攀升，从年初的35，最高冲到545，涨幅超过15倍；以昨日收盘价格357算，不到一年，涨幅也超过了10倍！ 安飞士的大涨是多重因素导致的： 与赫兹的此消彼长； 夏季旺盛的租车需求； 公司宣布的增加10亿美元的股票回购； 公司近期购买电动汽车的计划； 等等 以及昨晚上演的逼空行情，据外媒报道： 在安飞士公布财报前，已被大量做空，空头仓位甚至达到“不正常”的水平。然而，安飞","listText":"昨天，一个叫<a target=\"_blank\" href=\"https://laohu8.com/S/CAR\">$安飞士(CAR)$</a> 的股票在冲上了美股成交额榜第二名。 定睛一看，好家伙，一天翻了两倍多： 这究竟是什么神仙？ 安飞士（AVIS ）是一家拥有60多年历史的国际租车品牌，代表着租车行业的顶尖水准，业务遍及全球。 说到AVIS不得不提到它最大的竞争对手——赫兹（Hertz） Hertz在租车行业拥有更悠久的历史，2013年还投资过中国的租车巨头【神州租车】，它是租车行业的老大哥。 然而，2020年受到疫情冲击、居家令等因素打击，赫兹却被迫于5月22日，宣布申请破产保护，无力偿还的债务高达190亿美元，并在5月26日收到了纽交所的退市通知。 不过，今年5月迎来了转机，两大投资机构 Knighthead&nbsp;Capital&nbsp;Management&nbsp;和&nbsp;Certares&nbsp;Management 接管了破产重组的&nbsp;赫兹，并注入了&nbsp;59&nbsp;亿美元的投资。 重生的赫兹，随即公布了计划采购10万辆特斯拉的大消息，其粉单股票持续大涨：<a target=\"_blank\" href=\"https://laohu8.com/S/HTZGQ\">$赫兹(HTZGQ)$</a>但赫兹这么一折腾，安飞士则成为了最大受益者。 安飞士的股价在今年节节攀升，从年初的35，最高冲到545，涨幅超过15倍；以昨日收盘价格357算，不到一年，涨幅也超过了10倍！ 安飞士的大涨是多重因素导致的： 与赫兹的此消彼长； 夏季旺盛的租车需求； 公司宣布的增加10亿美元的股票回购； 公司近期购买电动汽车的计划； 等等 以及昨晚上演的逼空行情，据外媒报道： 在安飞士公布财报前，已被大量做空，空头仓位甚至达到“不正常”的水平。然而，安飞","text":"昨天，一个叫$安飞士(CAR)$ 的股票在冲上了美股成交额榜第二名。 定睛一看，好家伙，一天翻了两倍多： 这究竟是什么神仙？ 安飞士（AVIS ）是一家拥有60多年历史的国际租车品牌，代表着租车行业的顶尖水准，业务遍及全球。 说到AVIS不得不提到它最大的竞争对手——赫兹（Hertz） Hertz在租车行业拥有更悠久的历史，2013年还投资过中国的租车巨头【神州租车】，它是租车行业的老大哥。 然而，2020年受到疫情冲击、居家令等因素打击，赫兹却被迫于5月22日，宣布申请破产保护，无力偿还的债务高达190亿美元，并在5月26日收到了纽交所的退市通知。 不过，今年5月迎来了转机，两大投资机构 Knighthead Capital Management 和 Certares Management 接管了破产重组的 赫兹，并注入了 59 亿美元的投资。 重生的赫兹，随即公布了计划采购10万辆特斯拉的大消息，其粉单股票持续大涨：$赫兹(HTZGQ)$但赫兹这么一折腾，安飞士则成为了最大受益者。 安飞士的股价在今年节节攀升，从年初的35，最高冲到545，涨幅超过15倍；以昨日收盘价格357算，不到一年，涨幅也超过了10倍！ 安飞士的大涨是多重因素导致的： 与赫兹的此消彼长； 夏季旺盛的租车需求； 公司宣布的增加10亿美元的股票回购； 公司近期购买电动汽车的计划； 等等 以及昨晚上演的逼空行情，据外媒报道： 在安飞士公布财报前，已被大量做空，空头仓位甚至达到“不正常”的水平。然而，安飞","images":[{"img":"https://static.tigerbbs.com/bb65999b08debed08eff245be2b84f69","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/7607393b650a03745007b8bf1b86f2dc","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/ada4f729a6444166fbc17c2fc7c53053","width":"1161","height":"745"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841240973","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849383815,"gmtCreate":1635729480921,"gmtModify":1635729481026,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849383815","repostId":"840765112","repostType":1,"repost":{"id":840765112,"gmtCreate":1635690618732,"gmtModify":1635691807046,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"干货！复盘TFAAMG超级科技股的财报季操作！","htmlText":"TFAAMG财报都发了，最强的无疑是宇宙神车，中年微软稳如老大哥，负面缠身的FB换名托底，今天小＋来整体复盘一下财报和一些操作思路。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报好到要用拿着放大镜才能找到一点点隐忧。在全球芯片荒的背景下，特斯拉第三季度没有受到任何影响，是一点都没有，这就已经大大超了预期，体现了特斯拉超强的上下游一体化的供应链整合能力，说白了，就统统掌控在自己手中。特斯拉的盈利能力也不断增强，财务状态处于史上最好的时期。业绩是基础，真正让特斯拉跻身万亿美元俱乐部的驱动因子是赫兹那张10万辆Model3的订单，这相当于锁定特斯拉10%的年产能，订单总价高达42亿美元，写下特斯拉史上最大一笔订单，刺激特斯拉股价当天大涨12%一举破万亿。 复盘特斯拉的操作，我在900和1000通过备兑行权分别卖出的特斯拉的正股。如果仅看财报，比较符合我的预期，前期积累的涨幅比较大，当天表现并没有特别跳跃。但财报两天后，赫兹的订单是完全出乎预料，这个拉伸走出超级的short squeeze。因为特斯拉在财报前期涨很多，盘面上聚集了大量的空头，包括通过期权和正股做空的。卖出特斯拉没有后悔，没有办法对突然起来的利好预判，我已经开始继续卖put，等待继续接回来的机会。其实对于风险偏好高的朋友，特斯拉这种做单向买call或者买put是可以赚大钱的。但是个人属于风险偏好中性，不愿追涨杀跌的典型，所以我更愿意等待价格回归再买入，那么卖put就是最好的等待接盘方式。我觉得特斯拉从10月初750左右价格连涨近50%，各种指标都在超买区域有足够需要回调的空间，所以我愿意等待。目前选择卖11月19日780/750的put去等待接盘，因为黄金分割线0.618的位置大概在760多。由于连涨，通过期权做空或做保护","listText":"TFAAMG财报都发了，最强的无疑是宇宙神车，中年微软稳如老大哥，负面缠身的FB换名托底，今天小＋来整体复盘一下财报和一些操作思路。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报好到要用拿着放大镜才能找到一点点隐忧。在全球芯片荒的背景下，特斯拉第三季度没有受到任何影响，是一点都没有，这就已经大大超了预期，体现了特斯拉超强的上下游一体化的供应链整合能力，说白了，就统统掌控在自己手中。特斯拉的盈利能力也不断增强，财务状态处于史上最好的时期。业绩是基础，真正让特斯拉跻身万亿美元俱乐部的驱动因子是赫兹那张10万辆Model3的订单，这相当于锁定特斯拉10%的年产能，订单总价高达42亿美元，写下特斯拉史上最大一笔订单，刺激特斯拉股价当天大涨12%一举破万亿。 复盘特斯拉的操作，我在900和1000通过备兑行权分别卖出的特斯拉的正股。如果仅看财报，比较符合我的预期，前期积累的涨幅比较大，当天表现并没有特别跳跃。但财报两天后，赫兹的订单是完全出乎预料，这个拉伸走出超级的short squeeze。因为特斯拉在财报前期涨很多，盘面上聚集了大量的空头，包括通过期权和正股做空的。卖出特斯拉没有后悔，没有办法对突然起来的利好预判，我已经开始继续卖put，等待继续接回来的机会。其实对于风险偏好高的朋友，特斯拉这种做单向买call或者买put是可以赚大钱的。但是个人属于风险偏好中性，不愿追涨杀跌的典型，所以我更愿意等待价格回归再买入，那么卖put就是最好的等待接盘方式。我觉得特斯拉从10月初750左右价格连涨近50%，各种指标都在超买区域有足够需要回调的空间，所以我愿意等待。目前选择卖11月19日780/750的put去等待接盘，因为黄金分割线0.618的位置大概在760多。由于连涨，通过期权做空或做保护","text":"TFAAMG财报都发了，最强的无疑是宇宙神车，中年微软稳如老大哥，负面缠身的FB换名托底，今天小＋来整体复盘一下财报和一些操作思路。 $特斯拉(TSLA)$ 财报好到要用拿着放大镜才能找到一点点隐忧。在全球芯片荒的背景下，特斯拉第三季度没有受到任何影响，是一点都没有，这就已经大大超了预期，体现了特斯拉超强的上下游一体化的供应链整合能力，说白了，就统统掌控在自己手中。特斯拉的盈利能力也不断增强，财务状态处于史上最好的时期。业绩是基础，真正让特斯拉跻身万亿美元俱乐部的驱动因子是赫兹那张10万辆Model3的订单，这相当于锁定特斯拉10%的年产能，订单总价高达42亿美元，写下特斯拉史上最大一笔订单，刺激特斯拉股价当天大涨12%一举破万亿。 复盘特斯拉的操作，我在900和1000通过备兑行权分别卖出的特斯拉的正股。如果仅看财报，比较符合我的预期，前期积累的涨幅比较大，当天表现并没有特别跳跃。但财报两天后，赫兹的订单是完全出乎预料，这个拉伸走出超级的short squeeze。因为特斯拉在财报前期涨很多，盘面上聚集了大量的空头，包括通过期权和正股做空的。卖出特斯拉没有后悔，没有办法对突然起来的利好预判，我已经开始继续卖put，等待继续接回来的机会。其实对于风险偏好高的朋友，特斯拉这种做单向买call或者买put是可以赚大钱的。但是个人属于风险偏好中性，不愿追涨杀跌的典型，所以我更愿意等待价格回归再买入，那么卖put就是最好的等待接盘方式。我觉得特斯拉从10月初750左右价格连涨近50%，各种指标都在超买区域有足够需要回调的空间，所以我愿意等待。目前选择卖11月19日780/750的put去等待接盘，因为黄金分割线0.618的位置大概在760多。由于连涨，通过期权做空或做保护","images":[{"img":"https://static.tigerbbs.com/f52b4e657cd48e8efa515ccee6db1d3e","width":"830","height":"604"},{"img":"https://static.tigerbbs.com/ca1db6c9b9b1761f1cc1f1708a57e335","width":"830","height":"318"},{"img":"https://static.tigerbbs.com/bb5e7a5788bee29f7249de462502c00f","width":"830","height":"600"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840765112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853195521,"gmtCreate":1634778316294,"gmtModify":1634778316686,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853195521","repostId":"859011377","repostType":1,"repost":{"id":859011377,"gmtCreate":1634637352138,"gmtModify":1634694128398,"author":{"id":"3570225050694937","authorId":"3570225050694937","name":"4fb98180","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570225050694937","idStr":"3570225050694937"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>From sgx annoucement .&nbsp;","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>From sgx annoucement .&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$From sgx annoucement .","images":[{"img":"https://static.tigerbbs.com/7993068b605d2b5dde441fa848ce2dcd","width":"828","height":"1792"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859011377","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827638046,"gmtCreate":1634455839223,"gmtModify":1634455839562,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827638046","repostId":"824966036","repostType":1,"repost":{"id":824966036,"gmtCreate":1634270729822,"gmtModify":1634272612280,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"马斯克：我迫不及待地想要加入《原神》的世界！","htmlText":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>","listText":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>","text":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继$腾讯控股(00700)$ $网易(NTES)$ 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ $IGG(00799)$","images":[{"img":"https://static.tigerbbs.com/542af4fc19767d2a0164c3bd60b914d4","width":"617","height":"113"},{"img":"https://static.tigerbbs.com/0ef9a5f9cc0daff6ddfc2c9efab20625","width":"720","height":"405"},{"img":"https://static.tigerbbs.com/6b6ad00784bbcbe62af328f640e262cc","width":"1080","height":"633"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824966036","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825422461,"gmtCreate":1634255726313,"gmtModify":1634274405983,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825422461","repostId":"1129314610","repostType":4,"repost":{"id":"1129314610","kind":"news","pubTimestamp":1634253682,"share":"https://www.laohu8.com/m/news/1129314610?lang=zh_CN&edition=full","pubTime":"2021-10-15 07:21","market":"us","language":"en","title":"S&P 500 surges, biggest daily percentage rise since March on earnings, data<blockquote>标普500股价飙升，盈利和数据创3月份以来最大单日百分比涨幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129314610","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since earl","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.</p><p><blockquote>纽约（路透社）-标普500周四跳涨，创3月初以来最大单日百分比涨幅，包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/UNH\">联合健康</a>在强劲的业绩后攀升，而劳动力市场和通胀数据缓解了对加息前景的担忧。</blockquote></p><p> The technology sector jumped 2.3%, giving the S&amp;P 500 its biggest boost, with shares of <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp and <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc rising.</p><p><blockquote>科技板块上涨2.3%，给标普500带来最大提振，股价为<a href=\"https://laohu8.com/S/MSFT\">微软</a>公司和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司崛起。</blockquote></p><p> Shares of <a href=\"https://laohu8.com/S/C\">Citigroup</a>, $Bank of America Corp(BAC-N)$ and <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&amp;P bank index jumped 1.5%.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/C\">花旗集团</a>,$美国银行(BAC-N)$和<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>在超出季度盈利预期后也有所上涨。经济的反弹使他们能够释放更多为疫情损失预留的现金，而火热的交易、股权融资和交易增加了利润。标准普尔银行指数上涨1.5%。</blockquote></p><p> Also, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.</p><p><blockquote>此外，联合健康集团(UnitedHealth Group Inc)股价上涨4.2%，此前该健康保险公司公布了业绩，并因其管理药品福利的Optum部门的实力而上调了全年调整后利润预测。</blockquote></p><p> Adding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.</p><p><blockquote>数据显示，上周美国新申请失业救济人数降至接近19个月低点，另一份报告显示，9月份生产者价格有所放缓，这增加了乐观情绪。</blockquote></p><p> Data from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.</p><p><blockquote>最近通胀报告的数据表明，新冠疫情推动的价格上涨可能已经见顶。尽管如此，美联储政策制定者在通胀以及如何应对通胀问题上仍存在分歧。</blockquote></p><p> “Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc., an investment advisory firm, based in Toledo, Ohio.</p><p><blockquote>Alan B.Lancz&amp;Associates Inc.总裁Alan Lancz表示：“9月份甚至上周令市场担忧的一些事情，就通胀、利率上升和德尔塔变异毒株而言，可能已经有所缓解。”</blockquote></p><p> “Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”</p><p><blockquote>“并不是说一切都结束了，但至少在暂时的范围内，你可以证明它正朝着正确的方向发展。”</blockquote></p><p> The Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&amp;P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 251.8 points, or 1.73%, to 14,823.43.</p><p><blockquote>道琼斯工业平均指数上涨534.75点，涨幅1.56%，至34,912.56点；标普500上涨74.46点，涨幅1.71%，至4,438.26点；<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>综合指数上涨251.8点，或1.73%，至14,823.43点。</blockquote></p><p> While the S&amp;P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.</p><p><blockquote>虽然标普500创下3月5日以来最大单日百分比涨幅，但纳斯达克创下5月20日以来最大涨幅，道琼斯指数创下7月20日以来最大涨幅。</blockquote></p><p> Gains were broad-based, with all but <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector rising more than 1%.</p><p><blockquote>收益基础广泛，除了<a href=\"https://laohu8.com/S/AONE.U\">一</a>标普500板块涨超1%。</blockquote></p><p> Shares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.</p><p><blockquote>美国专家顾问小组表示，Moderna Inc.的股价最终上涨3.2%。美国食品药品监督管理局投票建议为65岁及以上的美国人和患有严重疾病的高风险人群注射新冠肺炎疫苗。</blockquote></p><p> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.</p><p><blockquote><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc股价上涨7.4%，此前这家连锁药店公布第四季度营收和调整后利润高于预期，并预测长期增长率为11%至13%。</blockquote></p><p> U.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.</p><p><blockquote>预计美国企业将公布第三季度强劲的利润增长，但投资者一直渴望听到他们对成本上升、劳动力短缺和供应问题的看法。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为3.58比1；在纳斯达克，1.97比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.</p><p><blockquote>标普500创下32个52周新高，无新低；纳斯达克综合指数录得82个新高和46个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为92.6亿股，而过去20个交易日的平均成交量为108亿股。</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>S&P 500 surges, biggest daily percentage rise since March on earnings, data<blockquote>标普500股价飙升，盈利和数据创3月份以来最大单日百分比涨幅</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 surges, biggest daily percentage rise since March on earnings, data<blockquote>标普500股价飙升，盈利和数据创3月份以来最大单日百分比涨幅</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-15 07:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.</p><p><blockquote>纽约（路透社）-标普500周四跳涨，创3月初以来最大单日百分比涨幅，包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/UNH\">联合健康</a>在强劲的业绩后攀升，而劳动力市场和通胀数据缓解了对加息前景的担忧。</blockquote></p><p> The technology sector jumped 2.3%, giving the S&amp;P 500 its biggest boost, with shares of <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp and <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc rising.</p><p><blockquote>科技板块上涨2.3%，给标普500带来最大提振，股价为<a href=\"https://laohu8.com/S/MSFT\">微软</a>公司和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司崛起。</blockquote></p><p> Shares of <a href=\"https://laohu8.com/S/C\">Citigroup</a>, $Bank of America Corp(BAC-N)$ and <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&amp;P bank index jumped 1.5%.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/C\">花旗集团</a>,$美国银行(BAC-N)$和<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>在超出季度盈利预期后也有所上涨。经济的反弹使他们能够释放更多为疫情损失预留的现金，而火热的交易、股权融资和交易增加了利润。标准普尔银行指数上涨1.5%。</blockquote></p><p> Also, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.</p><p><blockquote>此外，联合健康集团(UnitedHealth Group Inc)股价上涨4.2%，此前该健康保险公司公布了业绩，并因其管理药品福利的Optum部门的实力而上调了全年调整后利润预测。</blockquote></p><p> Adding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.</p><p><blockquote>数据显示，上周美国新申请失业救济人数降至接近19个月低点，另一份报告显示，9月份生产者价格有所放缓，这增加了乐观情绪。</blockquote></p><p> Data from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.</p><p><blockquote>最近通胀报告的数据表明，新冠疫情推动的价格上涨可能已经见顶。尽管如此，美联储政策制定者在通胀以及如何应对通胀问题上仍存在分歧。</blockquote></p><p> “Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc., an investment advisory firm, based in Toledo, Ohio.</p><p><blockquote>Alan B.Lancz&amp;Associates Inc.总裁Alan Lancz表示：“9月份甚至上周令市场担忧的一些事情，就通胀、利率上升和德尔塔变异毒株而言，可能已经有所缓解。”</blockquote></p><p> “Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”</p><p><blockquote>“并不是说一切都结束了，但至少在暂时的范围内，你可以证明它正朝着正确的方向发展。”</blockquote></p><p> The Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&amp;P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 251.8 points, or 1.73%, to 14,823.43.</p><p><blockquote>道琼斯工业平均指数上涨534.75点，涨幅1.56%，至34,912.56点；标普500上涨74.46点，涨幅1.71%，至4,438.26点；<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>综合指数上涨251.8点，或1.73%，至14,823.43点。</blockquote></p><p> While the S&amp;P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.</p><p><blockquote>虽然标普500创下3月5日以来最大单日百分比涨幅，但纳斯达克创下5月20日以来最大涨幅，道琼斯指数创下7月20日以来最大涨幅。</blockquote></p><p> Gains were broad-based, with all but <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector rising more than 1%.</p><p><blockquote>收益基础广泛，除了<a href=\"https://laohu8.com/S/AONE.U\">一</a>标普500板块涨超1%。</blockquote></p><p> Shares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.</p><p><blockquote>美国专家顾问小组表示，Moderna Inc.的股价最终上涨3.2%。美国食品药品监督管理局投票建议为65岁及以上的美国人和患有严重疾病的高风险人群注射新冠肺炎疫苗。</blockquote></p><p> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.</p><p><blockquote><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc股价上涨7.4%，此前这家连锁药店公布第四季度营收和调整后利润高于预期，并预测长期增长率为11%至13%。</blockquote></p><p> U.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.</p><p><blockquote>预计美国企业将公布第三季度强劲的利润增长，但投资者一直渴望听到他们对成本上升、劳动力短缺和供应问题的看法。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为3.58比1；在纳斯达克，1.97比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.</p><p><blockquote>标普500创下32个52周新高，无新低；纳斯达克综合指数录得82个新高和46个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为92.6亿股，而过去20个交易日的平均成交量为108亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC\">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":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129314610","content_text":"NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including Morgan Stanley and UnitedHealth climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.\nThe technology sector jumped 2.3%, giving the S&P 500 its biggest boost, with shares of Microsoft Corp and Apple Inc rising.\nShares of Citigroup, $Bank of America Corp(BAC-N)$ and Morgan Stanley also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&P bank index jumped 1.5%.\nAlso, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.\nAdding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.\nData from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.\n“Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz & Associates Inc., an investment advisory firm, based in Toledo, Ohio.\n“Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”\nThe Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the Nasdaq Composite added 251.8 points, or 1.73%, to 14,823.43.\nWhile the S&P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.\nGains were broad-based, with all but one S&P 500 sector rising more than 1%.\nShares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.\nWalgreens Boots Alliance Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.\nU.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.\nAdvancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.\nThe S&P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.\nVolume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SH":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SDS":0.9,"UPRO":0.9,"OEX":0.9,"ESmain":0.9,"SPXU":0.9,"IVV":0.9,"OEF":0.9,"SSO":0.9}},"isVote":1,"tweetType":1,"viewCount":2069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860091436,"gmtCreate":1632104647125,"gmtModify":1632802812836,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"Z👍","listText":"Z👍","text":"Z👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860091436","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","kind":"news","pubTimestamp":1632091615,"share":"https://www.laohu8.com/m/news/1194891884?lang=zh_CN&edition=full","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce和其他本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p><p><blockquote>本周重头戏将是美联储9月政策会议。投资者还将关注多家企业财报发布、投资者日和最新经济数据。</blockquote></p><p> Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report&nbsp;on Thursday. Investor days this week include&nbsp;Biogen on Tuesday,&nbsp;Weyerhaeuser on Wednesday, and&nbsp;Salesforce.com on Thursday.</p><p><blockquote>Lennar将于周一公布季度收益，随后Adobe、AutoZone和FedEx将于周二公布业绩。通用磨坊周三上市，然后耐克、埃森哲、好市多批发和达顿餐厅周四上市。本周的投资者日包括周二的Biogen、周三的Weyerhaeuser和周四的Salesforce。</blockquote></p><p> The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely&nbsp;to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s&nbsp;press conference with Fed chair Jerome Powell will be closely&nbsp;watched.</p><p><blockquote>美联储货币政策委员会将于本周周二和周三召开会议。央行不太可能改变其目标利率区间，但可能会更新其开始减少每月资产购买的计划。周三下午美联储主席杰罗姆·鲍威尔的新闻发布会将受到密切关注。</blockquote></p><p> Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’&nbsp;existing-home sales for August on Wednesday.</p><p><blockquote>本周公布的经济数据包括周四公布的世界大型企业联合会8月份领先经济指数。美国房地产市场还将发布多项更新，包括周一全国住宅建筑商协会9月份住房市场指数、周二人口普查局8月份新住宅建设数据以及全国房地产经纪人协会现房销售数据。周三八月。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>星期一9/20</b></blockquote></p><p> Lennar reports third-quarter fiscal-2021 results.</p><p><blockquote>Lennar报告2021财年第三季度业绩。</blockquote></p><p> Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p><p><blockquote>默克公司在欧洲肿瘤内科学会2021年大会上展示了其癌症药物组合的数据。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了9月份的房地产市场指数。经济学家预测为73，比8月份的数据低两个百分点，这是一年多来的最低水平。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>星期二9/21</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone和FedEx发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健(Biogen)举办投资者日活动，讨论其神经科学治疗产品线。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p><p><blockquote><b>人口普查局</b>八月份新住宅建设报告。市场普遍估计，经季节调整后的新屋开工年率为155万套，比7月份的水平高出1%。新屋开工量较今年3月达到的金融危机后172.5万套的峰值有所下降。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9/22星期三</b></blockquote></p><p> <b>The FOMC announces</b>&nbsp;its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p><p><blockquote><b>FOMC宣布</b>它的货币政策决定。美联储可能会将联邦基金利率维持在接近零的水平不变，但可能会暗示将在今年晚些时候削减资产购买。</blockquote></p><p> General Mills reports first-quarter fiscal-2022 results.</p><p><blockquote>通用磨坊公布2022财年第一季度业绩。</blockquote></p><p> Boston Scientific,Weyerhaeuser, and&nbsp;Yum China Holdings&nbsp;host their 2021 investor days.</p><p><blockquote>波士顿科学、惠好和百胜中国控股举办2021年投资者日。</blockquote></p><p> <b>TheBank of Japan</b>&nbsp;announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p><p><blockquote><b>日本银行</b>宣布其货币政策决定。市场普遍预计日本央行将把关键短期利率维持在负0.1%不变，因为由于Covid-19德尔塔变异毒株，东京都和其他地区在9月底之前仍处于紧急状态。</blockquote></p><p> <b>The National Association</b>&nbsp;of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5%&nbsp;from July’s 599,000.</p><p><blockquote><b>全国协会</b>房地产经纪人报告8月份现房销售情况。预计经季节调整后的房屋销售量为578,000套，比7月份的599,000套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>星期四9/23</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>Accenture、Costco Wholesale、Darden Restaurants和Nike在评级召开会议讨论季度业绩。</blockquote></p><p> Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p><p><blockquote>Salesforce.com举办2021年投资者日。首席执行官马克·贝尼奥夫和Slack首席执行官斯图尔特·巴特菲尔德将是参与者之一。Salesforce今年夏天完成了对Slack的280亿美元收购。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布8月份领先经济指数。经济学家预测环比增长0.5%，7月份增长0.9%。世界大型企业联合会目前预计2021年国内生产总值增长6%，2022年增长4%。</blockquote></p><p> <b>Friday 9/24</b></p><p><blockquote><b>星期五9/24</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方铁路公司召开特别股东大会，就与加拿大太平洋铁路公司的合并提案进行投票。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce和其他本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week<blockquote>耐克、好市多、联邦快递、Salesforce和其他本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-20 06:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p><p><blockquote>本周重头戏将是美联储9月政策会议。投资者还将关注多家企业财报发布、投资者日和最新经济数据。</blockquote></p><p> Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report&nbsp;on Thursday. Investor days this week include&nbsp;Biogen on Tuesday,&nbsp;Weyerhaeuser on Wednesday, and&nbsp;Salesforce.com on Thursday.</p><p><blockquote>Lennar将于周一公布季度收益，随后Adobe、AutoZone和FedEx将于周二公布业绩。通用磨坊周三上市，然后耐克、埃森哲、好市多批发和达顿餐厅周四上市。本周的投资者日包括周二的Biogen、周三的Weyerhaeuser和周四的Salesforce。</blockquote></p><p> The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely&nbsp;to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s&nbsp;press conference with Fed chair Jerome Powell will be closely&nbsp;watched.</p><p><blockquote>美联储货币政策委员会将于本周周二和周三召开会议。央行不太可能改变其目标利率区间，但可能会更新其开始减少每月资产购买的计划。周三下午美联储主席杰罗姆·鲍威尔的新闻发布会将受到密切关注。</blockquote></p><p> Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’&nbsp;existing-home sales for August on Wednesday.</p><p><blockquote>本周公布的经济数据包括周四公布的世界大型企业联合会8月份领先经济指数。美国房地产市场还将发布多项更新，包括周一全国住宅建筑商协会9月份住房市场指数、周二人口普查局8月份新住宅建设数据以及全国房地产经纪人协会现房销售数据。周三八月。</blockquote></p><p> <b>Monday 9/20</b></p><p><blockquote><b>星期一9/20</b></blockquote></p><p> Lennar reports third-quarter fiscal-2021 results.</p><p><blockquote>Lennar报告2021财年第三季度业绩。</blockquote></p><p> Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p><p><blockquote>默克公司在欧洲肿瘤内科学会2021年大会上展示了其癌症药物组合的数据。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了9月份的房地产市场指数。经济学家预测为73，比8月份的数据低两个百分点，这是一年多来的最低水平。</blockquote></p><p> <b>Tuesday 9/21</b></p><p><blockquote><b>星期二9/21</b></blockquote></p><p> Adobe, AutoZone, and FedEx release earnings.</p><p><blockquote>Adobe、AutoZone和FedEx发布财报。</blockquote></p><p> Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p><p><blockquote>百健(Biogen)举办投资者日活动，讨论其神经科学治疗产品线。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p><p><blockquote><b>人口普查局</b>八月份新住宅建设报告。市场普遍估计，经季节调整后的新屋开工年率为155万套，比7月份的水平高出1%。新屋开工量较今年3月达到的金融危机后172.5万套的峰值有所下降。</blockquote></p><p> <b>Wednesday 9/22</b></p><p><blockquote><b>9/22星期三</b></blockquote></p><p> <b>The FOMC announces</b>&nbsp;its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p><p><blockquote><b>FOMC宣布</b>它的货币政策决定。美联储可能会将联邦基金利率维持在接近零的水平不变，但可能会暗示将在今年晚些时候削减资产购买。</blockquote></p><p> General Mills reports first-quarter fiscal-2022 results.</p><p><blockquote>通用磨坊公布2022财年第一季度业绩。</blockquote></p><p> Boston Scientific,Weyerhaeuser, and&nbsp;Yum China Holdings&nbsp;host their 2021 investor days.</p><p><blockquote>波士顿科学、惠好和百胜中国控股举办2021年投资者日。</blockquote></p><p> <b>TheBank of Japan</b>&nbsp;announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p><p><blockquote><b>日本银行</b>宣布其货币政策决定。市场普遍预计日本央行将把关键短期利率维持在负0.1%不变，因为由于Covid-19德尔塔变异毒株，东京都和其他地区在9月底之前仍处于紧急状态。</blockquote></p><p> <b>The National Association</b>&nbsp;of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5%&nbsp;from July’s 599,000.</p><p><blockquote><b>全国协会</b>房地产经纪人报告8月份现房销售情况。预计经季节调整后的房屋销售量为578,000套，比7月份的599,000套下降3.5%。</blockquote></p><p> <b>Thursday 9/23</b></p><p><blockquote><b>星期四9/23</b></blockquote></p><p> Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p><p><blockquote>Accenture、Costco Wholesale、Darden Restaurants和Nike在评级召开会议讨论季度业绩。</blockquote></p><p> Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p><p><blockquote>Salesforce.com举办2021年投资者日。首席执行官马克·贝尼奥夫和Slack首席执行官斯图尔特·巴特菲尔德将是参与者之一。Salesforce今年夏天完成了对Slack的280亿美元收购。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布8月份领先经济指数。经济学家预测环比增长0.5%，7月份增长0.9%。世界大型企业联合会目前预计2021年国内生产总值增长6%，2022年增长4%。</blockquote></p><p> <b>Friday 9/24</b></p><p><blockquote><b>星期五9/24</b></blockquote></p><p> Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p><p><blockquote>堪萨斯城南方铁路公司召开特别股东大会，就与加拿大太平洋铁路公司的合并提案进行投票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","FDX":"联邦快递","ADBE":"Adobe","NKE":"耐克","CRM":"赛富时",".SPX":"S&P 500 Index","COST":"好市多",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1,"symbols_score_info":{"ADBE":0.9,".IXIC":0.9,"NKE":0.9,"COST":0.9,"FDX":0.9,".DJI":0.9,"CRM":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860091297,"gmtCreate":1632104618419,"gmtModify":1632802813077,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860091297","repostId":"882885189","repostType":1,"repost":{"id":882885189,"gmtCreate":1631674474941,"gmtModify":1631884140370,"author":{"id":"3569316529855154","authorId":"3569316529855154","name":"Deonc","avatar":"https://static.tigerbbs.com/d9aa45dd2eb58357f6477dcfb99d1415","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569316529855154","idStr":"3569316529855154"},"themes":[],"title":"Why Microsoft to buy back up to $60 billion in shares?","htmlText":"Microsoft to buy back up to $60 billion in shares; names Brad Smith vice chairFILE PHOTO: A Microsoft logo is seen in Los Angeles MSFT +0.94% (Reuters) -Microsoft Corp on Tuesday said it will conduct an up to $60 billion share buyback program, raise its quarterly dividend by 11%, and appoint company President Brad Smith as vice chair.Microsoft said the buyback program has no expiration date and may be terminated at any time, and that it would pay a dividend of $0.62 per share - 6 cents over the previous quarter.The U.S. technology giant also called the vice chair position an updated executive role for Smith, who currently leads a team of over 1,500 staff in 54 countries, according to his biography on Microsoft's website.Smith joined Microsoft in 1993 from law firm Covington &amp; Burling t","listText":"Microsoft to buy back up to $60 billion in shares; names Brad Smith vice chairFILE PHOTO: A Microsoft logo is seen in Los Angeles MSFT +0.94% (Reuters) -Microsoft Corp on Tuesday said it will conduct an up to $60 billion share buyback program, raise its quarterly dividend by 11%, and appoint company President Brad Smith as vice chair.Microsoft said the buyback program has no expiration date and may be terminated at any time, and that it would pay a dividend of $0.62 per share - 6 cents over the previous quarter.The U.S. technology giant also called the vice chair position an updated executive role for Smith, who currently leads a team of over 1,500 staff in 54 countries, according to his biography on Microsoft's website.Smith joined Microsoft in 1993 from law firm Covington &amp; Burling t","text":"Microsoft to buy back up to $60 billion in shares; names Brad Smith vice chairFILE PHOTO: A Microsoft logo is seen in Los Angeles MSFT +0.94% (Reuters) -Microsoft Corp on Tuesday said it will conduct an up to $60 billion share buyback program, raise its quarterly dividend by 11%, and appoint company President Brad Smith as vice chair.Microsoft said the buyback program has no expiration date and may be terminated at any time, and that it would pay a dividend of $0.62 per share - 6 cents over the previous quarter.The U.S. technology giant also called the vice chair position an updated executive role for Smith, who currently leads a team of over 1,500 staff in 54 countries, according to his biography on Microsoft's website.Smith joined Microsoft in 1993 from law firm Covington & Burling t","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882885189","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860091184,"gmtCreate":1632104605948,"gmtModify":1632802813319,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860091184","repostId":"882885189","repostType":1,"repost":{"id":882885189,"gmtCreate":1631674474941,"gmtModify":1631884140370,"author":{"id":"3569316529855154","authorId":"3569316529855154","name":"Deonc","avatar":"https://static.tigerbbs.com/d9aa45dd2eb58357f6477dcfb99d1415","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569316529855154","idStr":"3569316529855154"},"themes":[],"title":"Why Microsoft to buy back up to $60 billion in shares?","htmlText":"Microsoft to buy back up to $60 billion in shares; names Brad Smith vice chairFILE PHOTO: A Microsoft logo is seen in Los Angeles MSFT +0.94% (Reuters) -Microsoft Corp on Tuesday said it will conduct an up to $60 billion share buyback program, raise its quarterly dividend by 11%, and appoint company President Brad Smith as vice chair.Microsoft said the buyback program has no expiration date and may be terminated at any time, and that it would pay a dividend of $0.62 per share - 6 cents over the previous quarter.The U.S. technology giant also called the vice chair position an updated executive role for Smith, who currently leads a team of over 1,500 staff in 54 countries, according to his biography on Microsoft's website.Smith joined Microsoft in 1993 from law firm Covington &amp; Burling t","listText":"Microsoft to buy back up to $60 billion in shares; names Brad Smith vice chairFILE PHOTO: A Microsoft logo is seen in Los Angeles MSFT +0.94% (Reuters) -Microsoft Corp on Tuesday said it will conduct an up to $60 billion share buyback program, raise its quarterly dividend by 11%, and appoint company President Brad Smith as vice chair.Microsoft said the buyback program has no expiration date and may be terminated at any time, and that it would pay a dividend of $0.62 per share - 6 cents over the previous quarter.The U.S. technology giant also called the vice chair position an updated executive role for Smith, who currently leads a team of over 1,500 staff in 54 countries, according to his biography on Microsoft's website.Smith joined Microsoft in 1993 from law firm Covington &amp; Burling t","text":"Microsoft to buy back up to $60 billion in shares; names Brad Smith vice chairFILE PHOTO: A Microsoft logo is seen in Los Angeles MSFT +0.94% (Reuters) -Microsoft Corp on Tuesday said it will conduct an up to $60 billion share buyback program, raise its quarterly dividend by 11%, and appoint company President Brad Smith as vice chair.Microsoft said the buyback program has no expiration date and may be terminated at any time, and that it would pay a dividend of $0.62 per share - 6 cents over the previous quarter.The U.S. technology giant also called the vice chair position an updated executive role for Smith, who currently leads a team of over 1,500 staff in 54 countries, according to his biography on Microsoft's website.Smith joined Microsoft in 1993 from law firm Covington & Burling t","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882885189","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885349523,"gmtCreate":1631759055562,"gmtModify":1631889777909,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885349523","repostId":"2167592712","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888817923,"gmtCreate":1631487089062,"gmtModify":1631889777927,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888817923","repostId":"2166290377","repostType":4,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888953935,"gmtCreate":1631425368627,"gmtModify":1631889777952,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888953935","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohu8.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International 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9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</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\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International 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9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">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":{"DICE":"DICE Therapeutics, Inc.","FORG":"ForgeRock, Inc.",".IXIC":"NASDAQ Composite","ONON":"On Holding AG","SRAD":"Sportradar Group AG",".SPX":"S&P 500 Index","BROS":"Dutch Bros Inc.","DH":"Definitive Healthcare Corp.",".DJI":"道琼斯","PRCT":"PROCEPT BioRobotics","TWKS":"Thoughtworks Holding Inc.","TYRA":"Tyra Biosciences, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT 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is good.","listText":"Correction is good.","text":"Correction is 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href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Will I get 40 shares on 20 Jul&nbsp;if I&nbsp;buy 10 shares on the 19 Jul?Thanks.","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Will I get 40 shares on 20 Jul&nbsp;if I&nbsp;buy 10 shares on the 19 Jul?Thanks.","text":"$NVIDIA Corp(NVDA)$Will I get 40 shares on 20 Jul if I buy 10 shares on the 19 Jul?Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/152537624","isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505687096490000","authorId":"3505687096490000","name":"温斌ALEX","avatar":"https://static.tigerbbs.com/37dca90c5762d99e5a3763d1fb5fa83e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3505687096490000","idStr":"3505687096490000"},"content":"假设，你买了 10股 1000，价值是10000。那么拆分后，变成了40股，250。懂了吗？你变成250啦。","text":"假设，你买了 10股 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09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛，Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度，这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>（纳斯达克：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中，Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间，市场尚未欣赏Opendoor的成就；该股较高点下跌超过50%。有三个重要线索表明，对于大胆的投资者来说，Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢，由多方处理，包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作，平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用，如代理商佣金。然后Opendoor在市场上转售房屋，并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后，竞争对手也开始提供iBuying服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司都在竞相做大。随着公司买卖更多房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易数量的增加，其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋，比Zillow多53%，是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时，他们会公开介绍自己的业务，通常包括长期增长预测。大约一年前，即2020年9月，Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示，“……根据我们目前的进展，我们下半年的收入运行率有望超过2023年的目标，比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果Opendoor按照目前的业务水平运营12个月，它将超过2023年预计的98亿美元收入。这是一个被忽视的点，因为如果Opendoor已经比其最初的增长曲线提前了两年，那么到2023年它会在哪里？当然，房地产市场下滑或其他事件可能会扰乱公司的增长速度，但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会？</h3>投资者忽略了这一强劲表现，而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说，经营业绩或收益如何并不重要；几个月来，股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊，而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员，投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论，并假设Opendoor在2022年的销售额为100亿美元（换句话说，Opendoor在接下来的一年里停止增长并保持目前的速度），那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3，反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，也是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891283925,"gmtCreate":1628391659567,"gmtModify":1631885592352,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>SG is opening up.SIA should benefit.","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>SG is opening up.SIA should benefit.","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$SG is opening up.SIA should benefit.","images":[{"img":"https://static.tigerbbs.com/7396287cd0bd0fedf99027ea38bf9f18","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891283925","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":171248942,"gmtCreate":1626747779586,"gmtModify":1633771425350,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"Buy the dip.","listText":"Buy the dip.","text":"Buy the dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171248942","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809046863,"gmtCreate":1627341982552,"gmtModify":1633766036684,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809046863","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://www.laohu8.com/m/news/1153028059?lang=zh_CN&edition=full","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量猛增98%；公司提高了成本较低的电动汽车的利润率</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社）-特斯拉公司周二公布的第二季度利润高于预期，这得益于其较便宜的电动汽车销量大幅增长，该公司提高了价格以提高其利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自2019年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这表明制造业务的财务状况日益健康。特斯拉通过削减其称未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值汽车制造商的股价在盘后交易中上涨1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权中，特斯拉高管表示，量产增长将取决于零部件供应情况，马斯克警告称，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“全球芯片短缺的情况仍然相当严重，”马斯克说。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，Musk表示，特斯拉预计今年将在德克萨斯和德意志的在建工厂投产Model Y SUV。他表示，该公司预计电池供应商明年的产量将翻一番。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，但得益于Model 3轿车和Model Y等更便宜车型的销售，特斯拉在本季度的交付量仍创下了纪录。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克(Elon Musk)领导的汽车制造商表示，收入从一年前的60.4亿美元跃升至119.6亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预计营收约为113亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>剔除项目后，特斯拉公布的每股利润为1.45美元，轻松超过分析师预期的每股98美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，营业收入随着销量增长和成本降低而上升，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失2300万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力通常依赖于向其他汽车制造商出售监管信用，但在第二季度，特斯拉自2019年底以来首次在没有这些信用的情况下实现盈利。其第二季度GAAP净利润为11.4亿美元。这些积分的收入总计仅为3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>Investing.com高级分析师Jesse Cohen表示：“特斯拉对其数据印象深刻，因为其大部分收入来自汽车销售。”</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商Stellantis预计今年将在没有从特斯拉购买环境信用额的情况下实现其欧洲二氧化碳(CO2)排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将Semi卡车计划的启动推迟到2022年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型4680电池尚未准备好量产；高管们表示，很难预测技术挑战何时能得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>顺便说一句，马斯克表示，他“很可能不会在财报评级上”与投资者和分析师讨论财务业绩。这些评级是马斯克每季度举行的一次丰富多彩的仪式，马斯克用它来讨论特斯拉技术，或者回击竞争对手或批评者。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量猛增98%；公司提高了成本较低的电动汽车的利润率</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量猛增98%；公司提高了成本较低的电动汽车的利润率</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-27 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社）-特斯拉公司周二公布的第二季度利润高于预期，这得益于其较便宜的电动汽车销量大幅增长，该公司提高了价格以提高其利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自2019年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这表明制造业务的财务状况日益健康。特斯拉通过削减其称未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值汽车制造商的股价在盘后交易中上涨1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权中，特斯拉高管表示，量产增长将取决于零部件供应情况，马斯克警告称，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“全球芯片短缺的情况仍然相当严重，”马斯克说。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，Musk表示，特斯拉预计今年将在德克萨斯和德意志的在建工厂投产Model Y SUV。他表示，该公司预计电池供应商明年的产量将翻一番。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，但得益于Model 3轿车和Model Y等更便宜车型的销售，特斯拉在本季度的交付量仍创下了纪录。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克(Elon Musk)领导的汽车制造商表示，收入从一年前的60.4亿美元跃升至119.6亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预计营收约为113亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>剔除项目后，特斯拉公布的每股利润为1.45美元，轻松超过分析师预期的每股98美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，营业收入随着销量增长和成本降低而上升，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失2300万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力通常依赖于向其他汽车制造商出售监管信用，但在第二季度，特斯拉自2019年底以来首次在没有这些信用的情况下实现盈利。其第二季度GAAP净利润为11.4亿美元。这些积分的收入总计仅为3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>Investing.com高级分析师Jesse Cohen表示：“特斯拉对其数据印象深刻，因为其大部分收入来自汽车销售。”</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商Stellantis预计今年将在没有从特斯拉购买环境信用额的情况下实现其欧洲二氧化碳(CO2)排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将Semi卡车计划的启动推迟到2022年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型4680电池尚未准备好量产；高管们表示，很难预测技术挑战何时能得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>顺便说一句，马斯克表示，他“很可能不会在财报评级上”与投资者和分析师讨论财务业绩。这些评级是马斯克每季度举行的一次丰富多彩的仪式，马斯克用它来讨论特斯拉技术，或者回击竞争对手或批评者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">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":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178479569,"gmtCreate":1626834429251,"gmtModify":1633770550914,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"💪💪💪","listText":"💪💪💪","text":"💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178479569","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153295238,"gmtCreate":1625025986124,"gmtModify":1631888703249,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/I07.SI\">$ISDN HOLDINGS LIMITED(I07.SI)$</a>Getting better. 🚀🚀🚀","listText":"<a href=\"https://laohu8.com/S/I07.SI\">$ISDN HOLDINGS LIMITED(I07.SI)$</a>Getting better. 🚀🚀🚀","text":"$ISDN HOLDINGS LIMITED(I07.SI)$Getting better. 🚀🚀🚀","images":[{"img":"https://static.tigerbbs.com/fafacca91859ef4307a282e9c793aff0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/153295238","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153330948,"gmtCreate":1625009373284,"gmtModify":1633946008391,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"Tech are so strong. 💪💪💪","listText":"Tech are so strong. 💪💪💪","text":"Tech are so strong. 💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/153330948","repostId":"1122418477","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873356189,"gmtCreate":1636863507337,"gmtModify":1636863507456,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873356189","repostId":"1159096163","repostType":4,"repost":{"id":"1159096163","kind":"news","pubTimestamp":1636851053,"share":"https://www.laohu8.com/m/news/1159096163?lang=zh_CN&edition=full","pubTime":"2021-11-14 08:50","market":"us","language":"en","title":"Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096163","media":"Barrons","summary":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce","content":"<p>By the time the pandemic hit the U.S. economy, the outlook for&nbsp;Abercrombie &amp; Fitch&nbsp;seemed dire.</p><p><blockquote>当疫情袭击美国经济时，Abercrombie&amp;Fitch的前景似乎很糟糕。</blockquote></p><p> Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p><p><blockquote>Abercrombie（股票代码：ANF）曾经是购物中心的主食，以鲜明、性感的广告和深色、香水味十足的商店俘获了青少年的心和钱包，但其股价在2017年创下新低。购物者对该品牌的厌恶和商场客流量的稳步下降给其未来蒙上了阴影。然后，在2020年3月，冠状病毒开始关闭全国各地的商场和商店。</blockquote></p><p> The retail apocalypse, it seemed, was about to claim another victim.</p><p><blockquote>零售业的末日似乎即将夺走另一个受害者。</blockquote></p><p> But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p><p><blockquote>但在去葬礼的路上发生了令人惊讶的事情：Abercrombie享受了自2000年代全盛时期以来最好的一年。在首席执行官弗兰·霍洛维茨(Fran Horowitz)的领导下，该公司进行了品牌重塑，发布了更具包容性的信息，并将重点转向年轻专业人士，同时针对青少年微调了霍利斯特品牌。</blockquote></p><p> Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p><p><blockquote>截至7月31日，该公司第二财季收入同比增长24%，较大流行前水平增长3%。随着现金充裕的购物者涌向商店，其股价今年上涨了120%。</blockquote></p><p> “Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p><p><blockquote>霍洛维茨在接受采访时表示：“品牌认知度很难改变，需要时间才能与消费者重新建立信任。”<i>巴伦周刊</i>.“因此，我们很高兴地说，在2021年，我们显然看到了所有这些努力工作的美妙效果。”</blockquote></p><p> Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p><p><blockquote>Abercrombie并不是唯一一个进入新增长期的零售品牌。在过去的一年里，许多美国零售商不仅走出了深渊，还利用疫情带来的宏观经济变化，推动自己进入了意想不到的复兴。</blockquote></p><p> Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including&nbsp;Macy’s&nbsp;(M),Nordstrom&nbsp;(JWN), Famous Footwear parent Caleres&nbsp;(CAL), and&nbsp;Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p><p><blockquote>在强劲的市场和急于花掉疫情积蓄的消费者的推动下，成功将实体业务与数字战略相结合的品牌销售额飙升，股价上涨。许多大型购物中心零售商的股价飙升，包括梅西百货(M)、诺德斯特龙(JWN)、著名鞋类母公司Caleres(CAL)和Signet Jewelers(SIG)，这些公司在过去12个月内都上涨了至少100%。</blockquote></p><p> These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p><p><blockquote>这些公司现在准备从可能创纪录的假期中获益。根据全国零售联合会的数据，消费者可能会花费8510亿美元，比去年创纪录的7770亿美元增长9.5%，是过去五年4.4%平均增幅的两倍多。</blockquote></p><p> No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p><p><blockquote>没有人知道这场派对是否会持续下去，或者这些商店是否只是在捕捉未来可能发生的销售。在零售销售正常化之前，企业需要应对一系列供应链和通胀压力，这些压力可能会抑制假日销售。</blockquote></p><p> But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p><p><blockquote>但意外的复兴重申了许多品牌对实体店力量的信念。虽然他们仍在大力投资在线业务，但他们继续在实体未来上下大赌注。随着对实体店投资的继续，许多人曾经预期的实体零售商的消亡似乎不再那么确定。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>富裕家庭计划在这个假期平均花费2624美元，比去年增加15%。</span></p></blockquote></p><p> The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as&nbsp;Amazon.com&nbsp;(AMZN) and&nbsp;Walmart (WMT) saw their best year ever.</p><p><blockquote>疫情对零售商来说并不理想，但它提供了一些独特的机会。问题是显而易见的。人们害怕亲自购物。购物者——甚至是婴儿潮一代——以意想不到的数量涌向网上。亚马逊（AMZN）和沃尔玛（WMT）等零售巨头经历了有史以来最好的一年。</blockquote></p><p> “The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p><p><blockquote>Columbia Threadneedle Investments零售分析师Mari Shor表示：“投资者情绪——尤其是短期对冲基金类型投资者——刚刚对该集团变得非常负面。”“我只是认为投资者并没有真正相信公司或消费者。”</blockquote></p><p> Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p><p><blockquote>肖尔表示，投资者的怀疑根源于这样一种观念，即传统零售商，无论是大流行前还是大流行后，都无法生存。</blockquote></p><p> But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p><p><blockquote>但疫情给了零售商一个难得的机会，让他们关闭表现不佳的门店，专注于优秀的门店。许多零售商还专注于在网上做得更好，并将销售策略转向消费者，无论他们何时何地想购物——无论是网上购物、移动购物还是店内购物。</blockquote></p><p> In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p><p><blockquote>萨克斯第五大道精品百货店(Saks Fifth Avenue)的母公司剥离了其电子商务部门，该部门目前预计将上市，目标估值为60亿美元。</blockquote></p><p> Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p><p><blockquote>事实证明，这种方法至关重要。据美国零售联合会估计，今年假期在线和其他非商店销售额预计将增长11%至15%，可能达到2260亿美元的高点。</blockquote></p><p></p><p> “We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p><p><blockquote>Global X负责电子商务的研究分析师佩德罗·帕兰德拉尼(Pedro Palandrani)表示：“我们认为，这场大流行不仅加速了电子商务在全球的采用，还扩大了市场。”</blockquote></p><p> Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p><p><blockquote>Abercrombie在其数字战略上投资了数亿美元，强调通过改进公司网站以及为在线购买建立店内退货和提货等举措，从数字体验平稳过渡到店内体验。Horowitz表示，疫情的到来促使Abercrombie关闭了全球130家门店和该品牌50%的旗舰店，使过去10年关闭的门店总数达到约500家，同时战略性地开设了一些重要的新店。</blockquote></p><p> “Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p><p><blockquote>“商店很重要，但它们必须是合适的规模、合适的位置和合适的经济效益，”她说。“你把它和数字结合在一起，它就等于魔法。”</blockquote></p><p> Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p><p><blockquote>B.Riley Securities分析师苏珊·安德森(Susan Anderson)表示，实体店不仅是吸引亲自购物者的经济高效的方式，而且还可以作为在线提货和退货以及本地运输的重要配送中心。近年来，即使是Warby Parker(WRBY)等在线零售商也扩大了实体业务，以适应购物者的偏好。“消费者希望随时随地购物，”安德森说。</blockquote></p><p> That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p><p><blockquote>这种行为会以意想不到的方式演变。商场和实体店在精通数字技术的青少年和年轻人中越来越受欢迎。</blockquote></p><p> According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p><p><blockquote>今年早些时候，设计公司BHDP委托对1,000名购物者进行的一项调查显示，55%的14至17岁青少年表示他们现在在室内购物中心购物，90%的人计划明年去购物中心。接受调查的18至24岁购物者也回到商场，试穿产品，利用店内促销活动，并进行退货。德勤(Deloitte)美国零售和分销副主席罗德·赛德斯(Rod Sides)表示，这种转变导致零售商放弃了对特定人群的旧观点和假设。</blockquote></p><p> The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p><p><blockquote>疫情期间的战略转变使许多零售商在今年购物中心和市中心的重新开放中处于更好的位置——购物者渴望打开钱包。</blockquote></p><p> During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p><p><blockquote>在疫情期间，一些消费者变得出乎意料地富有。他们获得了刺激付款，从旅行费用下降中节省下来，并看到市场飙升。如今，所有收入水平的消费者储蓄都处于或接近创纪录水平。德勤(Deloitte)的一项年度研究发现，富裕家庭计划在这个假期的支出比去年增加15%，平均每户2,624美元，推动了假期的大部分增长。</blockquote></p><p> “You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p><p><blockquote>穆迪分析公司首席经济学家马克·赞迪表示：“你有大量现金，而且有相当多被压抑的需求。”</blockquote></p><p> Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p><p><blockquote>根据美国人口普查局的数据，9月份零售和食品服务销售额估计增至6250亿美元，比10月份增长0.7%，同比增长13.9%。仅零售额就比8月份增长了0.8%。花旗集团经济学家维罗妮卡·克拉克(Veronica Clark)表示：“我们预计9月份会出现一些回调，但我们没有。”</blockquote></p><p> Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly&nbsp;Mastercard&nbsp;spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p><p><blockquote>全国零售联合会主席兼首席执行官马修·谢伊(Matthew Shay)在10月份的媒体吹风会上表示，进入假期，零售商比十年前健康得多。万事达卡年度支出指数预测，本季美国零售额将增长7.4%，其中服装、百货商店、珠宝和奢侈品将大幅增长。</blockquote></p><p> Luxury retailer&nbsp;Burberry Group&nbsp;(BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And&nbsp;Tapestry&nbsp;(TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p><p><blockquote>以格子呢面料和围巾闻名的奢侈品零售商博柏利集团(BRBY.UK)上周表示，2022财年上半年可比销售额增长37%，全价销售额正以两位数的速度增长。Coach母公司Tapestry(TPR)公布的第一财季财报好于预期，上调了2022年销售额和利润预期。</blockquote></p><p> Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p><p><blockquote>一些分析师看好零售业，考恩表示，“许多奢侈品牌已经成功地应对了价格上涨，并可能受益于美国和国际上历史上强劲的消费者资产负债表。”Wolfe Research青睐Nordstrom和Tapestry等公司，分析师在一份报告中写道，“美国消费者支出的几乎所有主要驱动因素都青睐高端产品。”</blockquote></p><p> Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p><p><blockquote>与此同时，更多的美国人开始来到购物中心。Placer.ai购物中心——流量统计显示，与2019年相比，10月份室内购物中心的客流量增长了3%，室外购物中心的客流量增长了5%——这是购物中心商店库存飙升的原因之一。拥有这些购物中心的西蒙地产集团(SPG)的股价在2021年上涨了约90%。</blockquote></p><p></p><p> “With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p><p><blockquote>泰森斯高级营销经理林赛·佩塔克(Lindsay Petak)表示：“随着越来越多的人完全接种疫苗，再加上许多人出于供应链担忧为即将到来的假期提前购物，自7月份以来，我们看到客流量稳步上升。”华盛顿地区的角落中心。该购物中心归Macerich(MAC)所有，该公司的股价今年也几乎翻了一番。</blockquote></p><p> All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the&nbsp;SPDR S&amp;P Retail&nbsp;exchanged-trade fund (XRT) was up 85%, while the S&amp;P 500 rose 33%. The&nbsp;Invesco S&amp;P 500 Equal Weight Consumer Discretionary&nbsp;ETF (RCD) has outperformed the S&amp;P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p><p><blockquote>所有这些都加剧了遭受重创的零售商多年来的股价上涨。过去一年，SPDR S&amp;P零售交易所交易基金(XRT)上涨了85%，而标普500则上涨了33%。景顺标普500等权重非必需消费品ETF（RCD）今年的表现优于标普500 5个百分点，这表明投资者仍然看好零售销售。</blockquote></p><p> “We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p><p><blockquote>NRF的谢伊说：“我们看到百货商店、服装和非必需消费品零售商在经济重新开放后就真正反弹了。”“根据我们所做的消费者调查工作，百货商店始终是节日期间的热门目的地……它们继续位居今年人们购物场所的榜首。”</blockquote></p><p> All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p><p><blockquote>尽管如此，分析师和投资者仍然对实体店所扮演的角色充满信心，实体店可能看起来与在线商店不同，但它们将继续存在。</blockquote></p><p> The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p><p><blockquote>从长远来看，零售业复兴是否可持续还没有定论。零售商在远离正常的宏观经济环境中运营，这使得任何猜测都更具投机性。</blockquote></p><p> “I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p><p><blockquote>杰富瑞(Jefferies)分析师珍妮·斯蒂彻特(Janine Stichter)表示：“我认为我们还没有正常的洞察力，因为目前整个业务存在太多复杂性。”</blockquote></p><p> Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p><p><blockquote>企业正在努力应对持续的供应链担忧、通胀压力和持续的劳动力短缺，尽管所有迹象都表明假日季度表现强劲，但这些问题可能会影响盈利。“供应链问题是真实存在的，”霍洛维茨说。</blockquote></p><p> Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p><p><blockquote>Abercrombie在第二季度收益看涨期权中表示，由于供应链限制，该公司预计销售将受到适度影响，而更大的影响来自运费通胀。</blockquote></p><p> To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p><p><blockquote>花旗集团的克拉克表示，为了缓解供应链压力，零售商鼓励消费者尽早开始购物，这一趋势可能会扭曲年终销售数据。如果购物者提前购买礼物，与往年相比，11月和12月的礼物数量可能会有所下降。“这并不一定是支出疲软得多；只是几个月的分布不同，”她说。</blockquote></p><p> On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p><p><blockquote>Stichter表示，另一方面，低库存将为零售商提供更高的定价权，有助于抵消供应链中断。波士顿学院经济学家萨沙·托米奇表示，虽然这对零售商有利，但可能会进一步推高价格。</blockquote></p><p> Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p><p><blockquote>纽约梅隆银行洛克伍德顾问公司首席投资官马修·福雷斯特表示，无论风险如何，强劲的业绩都不会永远持续下去。“总体而言，美国经济明显放缓，”他说。“明年我们将放缓。此外，随着我们恢复趋势增长，这正是可能发生的情况。”</blockquote></p><p> The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p><p><blockquote>他表示，随着刺激措施的继续减少，经济最终将退出兴奋状态。他表示，虽然下降可能并不“可怕”，但消费者支出仍将较目前有所下降。</blockquote></p><p> Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p><p><blockquote>不过，Abercrombie正在其实体店的帮助下克服逆风。该公司计划在商店放置更多库存，并将电子商务订单发送到商店，并与Uber、Shipt和Postmates合作提供当天送达服务。</blockquote></p><p> Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p><p><blockquote>其他零售商已经将供应链解决方案掌握在自己手中。特种服装公司American Eagle Outfitters(AEO)最近宣布将收购市中心附近自动化配送中心运营商Quiet Logistics，就在几周前，该公司收购了专注于中英里物流（将产品从仓库运送到零售店）的AirTerra。</blockquote></p><p> “We’re going to just continue at it,” Horowitz says.</p><p><blockquote>“我们将继续这样做，”霍洛维茨说。</blockquote></p><p> As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</p><p><blockquote>随着零售商的前进，末日预言家可能不得不推迟预示零售业的末日。目前，人们的情绪很明显：消费者正在重新发现实体购物的乐趣。商场又变得凉爽了。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</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\">\nShoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-14 08:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>By the time the pandemic hit the U.S. economy, the outlook for&nbsp;Abercrombie &amp; Fitch&nbsp;seemed dire.</p><p><blockquote>当疫情袭击美国经济时，Abercrombie&amp;Fitch的前景似乎很糟糕。</blockquote></p><p> Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p><p><blockquote>Abercrombie（股票代码：ANF）曾经是购物中心的主食，以鲜明、性感的广告和深色、香水味十足的商店俘获了青少年的心和钱包，但其股价在2017年创下新低。购物者对该品牌的厌恶和商场客流量的稳步下降给其未来蒙上了阴影。然后，在2020年3月，冠状病毒开始关闭全国各地的商场和商店。</blockquote></p><p> The retail apocalypse, it seemed, was about to claim another victim.</p><p><blockquote>零售业的末日似乎即将夺走另一个受害者。</blockquote></p><p> But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p><p><blockquote>但在去葬礼的路上发生了令人惊讶的事情：Abercrombie享受了自2000年代全盛时期以来最好的一年。在首席执行官弗兰·霍洛维茨(Fran Horowitz)的领导下，该公司进行了品牌重塑，发布了更具包容性的信息，并将重点转向年轻专业人士，同时针对青少年微调了霍利斯特品牌。</blockquote></p><p> Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p><p><blockquote>截至7月31日，该公司第二财季收入同比增长24%，较大流行前水平增长3%。随着现金充裕的购物者涌向商店，其股价今年上涨了120%。</blockquote></p><p> “Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p><p><blockquote>霍洛维茨在接受采访时表示：“品牌认知度很难改变，需要时间才能与消费者重新建立信任。”<i>巴伦周刊</i>.“因此，我们很高兴地说，在2021年，我们显然看到了所有这些努力工作的美妙效果。”</blockquote></p><p> Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p><p><blockquote>Abercrombie并不是唯一一个进入新增长期的零售品牌。在过去的一年里，许多美国零售商不仅走出了深渊，还利用疫情带来的宏观经济变化，推动自己进入了意想不到的复兴。</blockquote></p><p> Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including&nbsp;Macy’s&nbsp;(M),Nordstrom&nbsp;(JWN), Famous Footwear parent Caleres&nbsp;(CAL), and&nbsp;Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p><p><blockquote>在强劲的市场和急于花掉疫情积蓄的消费者的推动下，成功将实体业务与数字战略相结合的品牌销售额飙升，股价上涨。许多大型购物中心零售商的股价飙升，包括梅西百货(M)、诺德斯特龙(JWN)、著名鞋类母公司Caleres(CAL)和Signet Jewelers(SIG)，这些公司在过去12个月内都上涨了至少100%。</blockquote></p><p> These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p><p><blockquote>这些公司现在准备从可能创纪录的假期中获益。根据全国零售联合会的数据，消费者可能会花费8510亿美元，比去年创纪录的7770亿美元增长9.5%，是过去五年4.4%平均增幅的两倍多。</blockquote></p><p> No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p><p><blockquote>没有人知道这场派对是否会持续下去，或者这些商店是否只是在捕捉未来可能发生的销售。在零售销售正常化之前，企业需要应对一系列供应链和通胀压力，这些压力可能会抑制假日销售。</blockquote></p><p> But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p><p><blockquote>但意外的复兴重申了许多品牌对实体店力量的信念。虽然他们仍在大力投资在线业务，但他们继续在实体未来上下大赌注。随着对实体店投资的继续，许多人曾经预期的实体零售商的消亡似乎不再那么确定。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>富裕家庭计划在这个假期平均花费2624美元，比去年增加15%。</span></p></blockquote></p><p> The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as&nbsp;Amazon.com&nbsp;(AMZN) and&nbsp;Walmart (WMT) saw their best year ever.</p><p><blockquote>疫情对零售商来说并不理想，但它提供了一些独特的机会。问题是显而易见的。人们害怕亲自购物。购物者——甚至是婴儿潮一代——以意想不到的数量涌向网上。亚马逊（AMZN）和沃尔玛（WMT）等零售巨头经历了有史以来最好的一年。</blockquote></p><p> “The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p><p><blockquote>Columbia Threadneedle Investments零售分析师Mari Shor表示：“投资者情绪——尤其是短期对冲基金类型投资者——刚刚对该集团变得非常负面。”“我只是认为投资者并没有真正相信公司或消费者。”</blockquote></p><p> Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p><p><blockquote>肖尔表示，投资者的怀疑根源于这样一种观念，即传统零售商，无论是大流行前还是大流行后，都无法生存。</blockquote></p><p> But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p><p><blockquote>但疫情给了零售商一个难得的机会，让他们关闭表现不佳的门店，专注于优秀的门店。许多零售商还专注于在网上做得更好，并将销售策略转向消费者，无论他们何时何地想购物——无论是网上购物、移动购物还是店内购物。</blockquote></p><p> In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p><p><blockquote>萨克斯第五大道精品百货店(Saks Fifth Avenue)的母公司剥离了其电子商务部门，该部门目前预计将上市，目标估值为60亿美元。</blockquote></p><p> Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p><p><blockquote>事实证明，这种方法至关重要。据美国零售联合会估计，今年假期在线和其他非商店销售额预计将增长11%至15%，可能达到2260亿美元的高点。</blockquote></p><p></p><p> “We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p><p><blockquote>Global X负责电子商务的研究分析师佩德罗·帕兰德拉尼(Pedro Palandrani)表示：“我们认为，这场大流行不仅加速了电子商务在全球的采用，还扩大了市场。”</blockquote></p><p> Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p><p><blockquote>Abercrombie在其数字战略上投资了数亿美元，强调通过改进公司网站以及为在线购买建立店内退货和提货等举措，从数字体验平稳过渡到店内体验。Horowitz表示，疫情的到来促使Abercrombie关闭了全球130家门店和该品牌50%的旗舰店，使过去10年关闭的门店总数达到约500家，同时战略性地开设了一些重要的新店。</blockquote></p><p> “Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p><p><blockquote>“商店很重要，但它们必须是合适的规模、合适的位置和合适的经济效益，”她说。“你把它和数字结合在一起，它就等于魔法。”</blockquote></p><p> Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p><p><blockquote>B.Riley Securities分析师苏珊·安德森(Susan Anderson)表示，实体店不仅是吸引亲自购物者的经济高效的方式，而且还可以作为在线提货和退货以及本地运输的重要配送中心。近年来，即使是Warby Parker(WRBY)等在线零售商也扩大了实体业务，以适应购物者的偏好。“消费者希望随时随地购物，”安德森说。</blockquote></p><p> That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p><p><blockquote>这种行为会以意想不到的方式演变。商场和实体店在精通数字技术的青少年和年轻人中越来越受欢迎。</blockquote></p><p> According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p><p><blockquote>今年早些时候，设计公司BHDP委托对1,000名购物者进行的一项调查显示，55%的14至17岁青少年表示他们现在在室内购物中心购物，90%的人计划明年去购物中心。接受调查的18至24岁购物者也回到商场，试穿产品，利用店内促销活动，并进行退货。德勤(Deloitte)美国零售和分销副主席罗德·赛德斯(Rod Sides)表示，这种转变导致零售商放弃了对特定人群的旧观点和假设。</blockquote></p><p> The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p><p><blockquote>疫情期间的战略转变使许多零售商在今年购物中心和市中心的重新开放中处于更好的位置——购物者渴望打开钱包。</blockquote></p><p> During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p><p><blockquote>在疫情期间，一些消费者变得出乎意料地富有。他们获得了刺激付款，从旅行费用下降中节省下来，并看到市场飙升。如今，所有收入水平的消费者储蓄都处于或接近创纪录水平。德勤(Deloitte)的一项年度研究发现，富裕家庭计划在这个假期的支出比去年增加15%，平均每户2,624美元，推动了假期的大部分增长。</blockquote></p><p> “You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p><p><blockquote>穆迪分析公司首席经济学家马克·赞迪表示：“你有大量现金，而且有相当多被压抑的需求。”</blockquote></p><p> Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p><p><blockquote>根据美国人口普查局的数据，9月份零售和食品服务销售额估计增至6250亿美元，比10月份增长0.7%，同比增长13.9%。仅零售额就比8月份增长了0.8%。花旗集团经济学家维罗妮卡·克拉克(Veronica Clark)表示：“我们预计9月份会出现一些回调，但我们没有。”</blockquote></p><p> Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly&nbsp;Mastercard&nbsp;spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p><p><blockquote>全国零售联合会主席兼首席执行官马修·谢伊(Matthew Shay)在10月份的媒体吹风会上表示，进入假期，零售商比十年前健康得多。万事达卡年度支出指数预测，本季美国零售额将增长7.4%，其中服装、百货商店、珠宝和奢侈品将大幅增长。</blockquote></p><p> Luxury retailer&nbsp;Burberry Group&nbsp;(BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And&nbsp;Tapestry&nbsp;(TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p><p><blockquote>以格子呢面料和围巾闻名的奢侈品零售商博柏利集团(BRBY.UK)上周表示，2022财年上半年可比销售额增长37%，全价销售额正以两位数的速度增长。Coach母公司Tapestry(TPR)公布的第一财季财报好于预期，上调了2022年销售额和利润预期。</blockquote></p><p> Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p><p><blockquote>一些分析师看好零售业，考恩表示，“许多奢侈品牌已经成功地应对了价格上涨，并可能受益于美国和国际上历史上强劲的消费者资产负债表。”Wolfe Research青睐Nordstrom和Tapestry等公司，分析师在一份报告中写道，“美国消费者支出的几乎所有主要驱动因素都青睐高端产品。”</blockquote></p><p> Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p><p><blockquote>与此同时，更多的美国人开始来到购物中心。Placer.ai购物中心——流量统计显示，与2019年相比，10月份室内购物中心的客流量增长了3%，室外购物中心的客流量增长了5%——这是购物中心商店库存飙升的原因之一。拥有这些购物中心的西蒙地产集团(SPG)的股价在2021年上涨了约90%。</blockquote></p><p></p><p> “With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p><p><blockquote>泰森斯高级营销经理林赛·佩塔克(Lindsay Petak)表示：“随着越来越多的人完全接种疫苗，再加上许多人出于供应链担忧为即将到来的假期提前购物，自7月份以来，我们看到客流量稳步上升。”华盛顿地区的角落中心。该购物中心归Macerich(MAC)所有，该公司的股价今年也几乎翻了一番。</blockquote></p><p> All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the&nbsp;SPDR S&amp;P Retail&nbsp;exchanged-trade fund (XRT) was up 85%, while the S&amp;P 500 rose 33%. The&nbsp;Invesco S&amp;P 500 Equal Weight Consumer Discretionary&nbsp;ETF (RCD) has outperformed the S&amp;P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p><p><blockquote>所有这些都加剧了遭受重创的零售商多年来的股价上涨。过去一年，SPDR S&amp;P零售交易所交易基金(XRT)上涨了85%，而标普500则上涨了33%。景顺标普500等权重非必需消费品ETF（RCD）今年的表现优于标普500 5个百分点，这表明投资者仍然看好零售销售。</blockquote></p><p> “We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p><p><blockquote>NRF的谢伊说：“我们看到百货商店、服装和非必需消费品零售商在经济重新开放后就真正反弹了。”“根据我们所做的消费者调查工作，百货商店始终是节日期间的热门目的地……它们继续位居今年人们购物场所的榜首。”</blockquote></p><p> All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p><p><blockquote>尽管如此，分析师和投资者仍然对实体店所扮演的角色充满信心，实体店可能看起来与在线商店不同，但它们将继续存在。</blockquote></p><p> The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p><p><blockquote>从长远来看，零售业复兴是否可持续还没有定论。零售商在远离正常的宏观经济环境中运营，这使得任何猜测都更具投机性。</blockquote></p><p> “I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p><p><blockquote>杰富瑞(Jefferies)分析师珍妮·斯蒂彻特(Janine Stichter)表示：“我认为我们还没有正常的洞察力，因为目前整个业务存在太多复杂性。”</blockquote></p><p> Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p><p><blockquote>企业正在努力应对持续的供应链担忧、通胀压力和持续的劳动力短缺，尽管所有迹象都表明假日季度表现强劲，但这些问题可能会影响盈利。“供应链问题是真实存在的，”霍洛维茨说。</blockquote></p><p> Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p><p><blockquote>Abercrombie在第二季度收益看涨期权中表示，由于供应链限制，该公司预计销售将受到适度影响，而更大的影响来自运费通胀。</blockquote></p><p> To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p><p><blockquote>花旗集团的克拉克表示，为了缓解供应链压力，零售商鼓励消费者尽早开始购物，这一趋势可能会扭曲年终销售数据。如果购物者提前购买礼物，与往年相比，11月和12月的礼物数量可能会有所下降。“这并不一定是支出疲软得多；只是几个月的分布不同，”她说。</blockquote></p><p> On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p><p><blockquote>Stichter表示，另一方面，低库存将为零售商提供更高的定价权，有助于抵消供应链中断。波士顿学院经济学家萨沙·托米奇表示，虽然这对零售商有利，但可能会进一步推高价格。</blockquote></p><p> Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p><p><blockquote>纽约梅隆银行洛克伍德顾问公司首席投资官马修·福雷斯特表示，无论风险如何，强劲的业绩都不会永远持续下去。“总体而言，美国经济明显放缓，”他说。“明年我们将放缓。此外，随着我们恢复趋势增长，这正是可能发生的情况。”</blockquote></p><p> The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p><p><blockquote>他表示，随着刺激措施的继续减少，经济最终将退出兴奋状态。他表示，虽然下降可能并不“可怕”，但消费者支出仍将较目前有所下降。</blockquote></p><p> Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p><p><blockquote>不过，Abercrombie正在其实体店的帮助下克服逆风。该公司计划在商店放置更多库存，并将电子商务订单发送到商店，并与Uber、Shipt和Postmates合作提供当天送达服务。</blockquote></p><p> Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p><p><blockquote>其他零售商已经将供应链解决方案掌握在自己手中。特种服装公司American Eagle Outfitters(AEO)最近宣布将收购市中心附近自动化配送中心运营商Quiet Logistics，就在几周前，该公司收购了专注于中英里物流（将产品从仓库运送到零售店）的AirTerra。</blockquote></p><p> “We’re going to just continue at it,” Horowitz says.</p><p><blockquote>“我们将继续这样做，”霍洛维茨说。</blockquote></p><p> As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</p><p><blockquote>随着零售商的前进，末日预言家可能不得不推迟预示零售业的末日。目前，人们的情绪很明显：消费者正在重新发现实体购物的乐趣。商场又变得凉爽了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RCD":"READY CAPITAL CORPORATION 9.00% SENIOR NOTES DUE 2029","M":"梅西百货","BBRYF":"Burberry Group Plc","WMT":"沃尔玛","SIG":"西格内特珠宝","BRBY.UK":"巴宝莉","JWN":"诺德斯特龙","TPR":"Tapestry Inc.","ANF":"爱芬奇","AMZN":"亚马逊","CAL":"Caleres鞋业"},"source_url":"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159096163","content_text":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.\nThe retail apocalypse, it seemed, was about to claim another victim.\nBut something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.\nRevenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.\n“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with Barron’s. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”\nAbercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.\nBrands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.\nThese companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.\nNo one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.\nBut the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.\nWealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.\nThe pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.\n“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”\nShor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.\nBut the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.\nIn one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.\nSuch approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.\n“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.\nAbercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.\n“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”\nNot only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.\nThat behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.\nAccording to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.\nThe shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.\nDuring the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.\n“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.\nRetail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.\nRetailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.\nLuxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.\nSome analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”\nMeanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.\n“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.\nAll of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.\n“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”\nAll that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.\nThe verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.\n“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.\nCompanies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.\nAbercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.\nTo ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.\nOn the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.\nWhatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”\nThe economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.\nAbercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.\nOther retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.\n“We’re going to just continue at it,” Horowitz says.\nAs retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.","news_type":1,"symbols_score_info":{"M":0.9,"WMT":0.9,"BBRYF":0.9,"AMZN":0.9,"BRBY.UK":0.9,"JWN":0.9,"RCD":0.9,"SIG":0.9,"TPR":0.9,"ANF":0.9,"CAL":0.9}},"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888953935,"gmtCreate":1631425368627,"gmtModify":1631889777952,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888953935","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohu8.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International 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9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</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\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International 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9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">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":{"DICE":"DICE Therapeutics, Inc.","FORG":"ForgeRock, Inc.",".IXIC":"NASDAQ Composite","ONON":"On Holding AG","SRAD":"Sportradar Group AG",".SPX":"S&P 500 Index","BROS":"Dutch Bros Inc.","DH":"Definitive Healthcare Corp.",".DJI":"道琼斯","PRCT":"PROCEPT BioRobotics","TWKS":"Thoughtworks Holding Inc.","TYRA":"Tyra Biosciences, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. 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