yitong99的个人主页 - 老虎社区

yitong99

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2021-05-31

Like n comment

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2021-05-25

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GSX Techedu, Tal Education, New Oriental surged in pre-market<blockquote>跟谁学、好未来教育、新东方盘前大涨</blockquote>

2021-05-20

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3 Things to Watch for in the Fed Minutes Today<blockquote>今日美联储会议纪要中值得关注的3件事</blockquote>

2021-05-10

Like and comment pls tq

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2021-05-29

Make this as top comment please [开心]

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2021-05-19

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2021-05-28

Like n comment pls

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2021-05-24

Comment n like

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2021-09-19

Cool

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2021-09-12

Like

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2021-09-10

G

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2021-05-29

Like n comment pls

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2021-09-11

No buy 😜

Tesla raises price for Performance Model Y in China to 387,900 yuan<blockquote>特斯拉将性能版Model Y在华售价上调至38.79万元</blockquote>

2021-06-10

$BlackBerry(BB)$bb

2021-05-25

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2021-05-20

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2021-06-09

To the moon

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2021-05-24

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2021-09-22

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Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote>

2021-09-20

$Alibaba(09988)$have confidence

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Journal，在第三季大幅增持阿里巴巴。同时，海外基金桥水大幅增持阿里巴巴股份，增持幅度达到131％，持有总值为4.87亿美元。高盛第三季将阿里巴巴持股大幅增加57％，持有总价值超过71亿美元。曾经重仓苹果、腾讯、网易的段永平，也在表达了自己买入了一点阿里。在当前市场尤其是海外资金对互联网行业有一定不确定的时候，为何芒格和段永平会买入阿里呢？1.&nbsp;别人恐惧时我贪婪，阿里静态PE18-19倍人们总是喜欢好消息，而不喜欢坏消息。在阿里巴巴过去高速成长的过程中，双11的数字、支付宝的发展、淘宝、天猫、菜鸟、盒马、阿里云，每一个业务的突破，都会让人们对阿里有新的期待，股价节节攀升。从去年到今年，行业发生了很多变化，尤其是海外投资人，不太了解互联网产业的投资人，对行业未来的未来有一些担忧。各种担忧聚集，各种负面情绪聚集，最终就让公司的估值水平持续下降。从30倍PE以上的阿里，到现在阿里PE只有18倍左右。很多人对于18倍没有概念。一个直观的对比，同样是以电商和云计算和主要业务，亚马逊的PE倍是静态市盈率是88倍，同样以2B业务为核心微软，市盈率是42倍。巴菲特总说一句：别人恐惧时我贪婪，别人贪婪时我恐惧。对于价值投资者来说，即使是一般的资产，只要资产有足够的价值，不会造成价值缩水，只要价格低于价值，也是可以买入的。如果是好资产，能够给比较低的估值，就会对他们有吸引力。2.&nbsp;阿里的基本盘，零售电商护城河仍在阿里巴巴发布的最新财报，收入组成是这样的：中国零售1287，云200，跨境150（lazada等），菜鸟98、本地（饿了么等）95、数字娱乐与媒体（优酷等）80。显然本质上，阿里当前最重要的营收来源还是大零售体系。而大零售中，最核心的部分，还是淘宝和天猫体系。近几年，伴随着其他","listText":"芒格不仅是巴菲特的合伙人，出版了《穷查理宝典》。芒格还自己做投资，他旗下的Daily Journal，在第三季大幅增持阿里巴巴。同时，海外基金桥水大幅增持阿里巴巴股份，增持幅度达到131％，持有总值为4.87亿美元。高盛第三季将阿里巴巴持股大幅增加57％，持有总价值超过71亿美元。曾经重仓苹果、腾讯、网易的段永平，也在表达了自己买入了一点阿里。在当前市场尤其是海外资金对互联网行业有一定不确定的时候，为何芒格和段永平会买入阿里呢？1.&nbsp;别人恐惧时我贪婪，阿里静态PE18-19倍人们总是喜欢好消息，而不喜欢坏消息。在阿里巴巴过去高速成长的过程中，双11的数字、支付宝的发展、淘宝、天猫、菜鸟、盒马、阿里云，每一个业务的突破，都会让人们对阿里有新的期待，股价节节攀升。从去年到今年，行业发生了很多变化，尤其是海外投资人，不太了解互联网产业的投资人，对行业未来的未来有一些担忧。各种担忧聚集，各种负面情绪聚集，最终就让公司的估值水平持续下降。从30倍PE以上的阿里，到现在阿里PE只有18倍左右。很多人对于18倍没有概念。一个直观的对比，同样是以电商和云计算和主要业务，亚马逊的PE倍是静态市盈率是88倍，同样以2B业务为核心微软，市盈率是42倍。巴菲特总说一句：别人恐惧时我贪婪，别人贪婪时我恐惧。对于价值投资者来说，即使是一般的资产，只要资产有足够的价值，不会造成价值缩水，只要价格低于价值，也是可以买入的。如果是好资产，能够给比较低的估值，就会对他们有吸引力。2.&nbsp;阿里的基本盘，零售电商护城河仍在阿里巴巴发布的最新财报，收入组成是这样的：中国零售1287，云200，跨境150（lazada等），菜鸟98、本地（饿了么等）95、数字娱乐与媒体（优酷等）80。显然本质上，阿里当前最重要的营收来源还是大零售体系。而大零售中，最核心的部分，还是淘宝和天猫体系。近几年，伴随着其他","text":"芒格不仅是巴菲特的合伙人，出版了《穷查理宝典》。芒格还自己做投资，他旗下的Daily Journal，在第三季大幅增持阿里巴巴。同时，海外基金桥水大幅增持阿里巴巴股份，增持幅度达到131％，持有总值为4.87亿美元。高盛第三季将阿里巴巴持股大幅增加57％，持有总价值超过71亿美元。曾经重仓苹果、腾讯、网易的段永平，也在表达了自己买入了一点阿里。在当前市场尤其是海外资金对互联网行业有一定不确定的时候，为何芒格和段永平会买入阿里呢？1. 别人恐惧时我贪婪，阿里静态PE18-19倍人们总是喜欢好消息，而不喜欢坏消息。在阿里巴巴过去高速成长的过程中，双11的数字、支付宝的发展、淘宝、天猫、菜鸟、盒马、阿里云，每一个业务的突破，都会让人们对阿里有新的期待，股价节节攀升。从去年到今年，行业发生了很多变化，尤其是海外投资人，不太了解互联网产业的投资人，对行业未来的未来有一些担忧。各种担忧聚集，各种负面情绪聚集，最终就让公司的估值水平持续下降。从30倍PE以上的阿里，到现在阿里PE只有18倍左右。很多人对于18倍没有概念。一个直观的对比，同样是以电商和云计算和主要业务，亚马逊的PE倍是静态市盈率是88倍，同样以2B业务为核心微软，市盈率是42倍。巴菲特总说一句：别人恐惧时我贪婪，别人贪婪时我恐惧。对于价值投资者来说，即使是一般的资产，只要资产有足够的价值，不会造成价值缩水，只要价格低于价值，也是可以买入的。如果是好资产，能够给比较低的估值，就会对他们有吸引力。2. 阿里的基本盘，零售电商护城河仍在阿里巴巴发布的最新财报，收入组成是这样的：中国零售1287，云200，跨境150（lazada等），菜鸟98、本地（饿了么等）95、数字娱乐与媒体（优酷等）80。显然本质上，阿里当前最重要的营收来源还是大零售体系。而大零售中，最核心的部分，还是淘宝和天猫体系。近几年，伴随着其他","images":[{"img":"https://static.tigerbbs.com/c90aab8e51ba7bc1b990ad11ca159b72","width":"688","height":"126"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876515502","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878724220,"gmtCreate":1637236222974,"gmtModify":1637236223112,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately&nbsp;US$5,147.5 million&nbsp;under our share repurchase program.During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately&nbsp;US$5,147.5 million&nbsp;under our share repurchase program.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately&nbsp;US$5,147.5 million&nbsp;under our share repurchase program.During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately&nbsp;US$5,147.5 million&nbsp;under our share repurchase program.","text":"$Alibaba(BABA)$ During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately US$5,147.5 million under our share repurchase program.During the September quarter, we repurchased approximately 26.9 million of our ADSs (the equivalent of approximately 214.9 million of our ordinary shares) for approximately US$5,147.5 million under our share repurchase 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Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857259446,"gmtCreate":1635534103205,"gmtModify":1635534103311,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"join","listText":"join","text":"join","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857259446","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865789122,"gmtCreate":1633018504124,"gmtModify":1633018504383,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>pdd","listText":"<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>pdd","text":"$Pinduoduo Inc.(PDD)$pdd","images":[{"img":"https://static.tigerbbs.com/72090c229696c7d675e14166870f50cb","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865789122","isVote":1,"tweetType":1,"viewCount":3106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":869229458,"gmtCreate":1632295240674,"gmtModify":1632801433334,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869229458","repostId":"2168068560","repostType":2,"repost":{"id":"2168068560","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1632295085,"share":"https://www.laohu8.com/m/news/2168068560?lang=zh_CN&edition=full","pubTime":"2021-09-22 15:18","market":"us","language":"en","title":"Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2168068560","media":"Investors","summary":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end.","content":"<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p><p><blockquote>华尔街分析师正在玩猜谜游戏，猜测当前芯片周期的上升趋势何时不可避免地结束。一些人表示，该行业正处于当前增长周期的中期，而另一些人则认为该业务现已见顶，未来将呈下降趋势。与此同时，半导体股票的前景悬而未决。</blockquote></p><p> On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p><p><blockquote>周一，半导体股随大盘指数暴跌。费城半导体指数（SOX）今天股市早盘下跌2.5%。SOX包括30只半导体股票。</blockquote></p><p> The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p><p><blockquote>瑞穗证券分析师Vijay Rakesh在周日给客户的一份报告中表示，半导体行业正出现增长持平或减速的迹象。</blockquote></p><p> \"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p><p><blockquote>Rakesh表示：“最近半导体需求的降温可能会持续到今年剩余时间，因为供应链受限和短缺继续影响（汽车和工业市场），尤其是在中国趋势放缓的情况下。”</blockquote></p><p> <h2>'Best Ideas' In Semiconductor Stocks</h2> Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p><p><blockquote><h2>半导体股票的“最佳创意”</h2>在半导体股票中，Rakesh更喜欢与5G无线和复苏的企业市场相关的股票。他喜欢<b>Broadcom</b>,<b>英伟达</b>,<b>科尔沃</b>,<b>Qualcomm</b>和<b>Skyworks解决方案</b>.</blockquote></p><p> Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p><p><blockquote>Truist Securities分析师William Stein认为，第三季度将是当前芯片周期的高峰。然而，他表示，半导体行业明年仍将保持健康的销售。</blockquote></p><p> \"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p><p><blockquote>他在周五给客户的一份报告中表示，根据同比销售增长，“我们仍然认为第三季度标志着基本半周期的‘真正’峰值”。“半导体公司可能会在第三季度、第四季度以及2022年继续上涨，供应至少要到2022年底才会赶上需求，甚至可能更晚。”</blockquote></p><p> Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p><p><blockquote>在他研究的半导体股票中，斯坦对英伟达和<b><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a></b>作为他的“最佳成长理念”。</blockquote></p><p> <h2>Stronger-For-Longer Chip Cycle</h2> BofA Securities sees the good times continuing for semiconductor stocks.</p><p><blockquote><h2>更强、更长的芯片周期</h2>美银证券认为半导体股的好时光将持续。</blockquote></p><p> \"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p><p><blockquote>美国银行分析师表示：“鉴于半成品在快速数字化的全球经济中发挥着关键作用，以及这个利润丰厚、供应链非常精简的行业新发现的定价能力和供应纪律，我们仍然坚定地站在半成品的长期强势阵营中。”周五给客户的一份说明。“我们预计高于趋势的增长将持续到明年。”</blockquote></p><p> BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p><p><blockquote>美银分析师认为人工智能、云计算、5G无线、游戏和其他市场的芯片增长热点。他们认为，随着供应链短缺问题的解决，汽车芯片销量将会回升。</blockquote></p><p> <h2>Investors Worry About Oversupply</h2> Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p><p><blockquote><h2>投资者担心供应过剩</h2>半导体股票的投资者担心芯片短缺可能导致双重订购，最终导致供应过剩。但许多分析师认为，芯片制造商已经从过去的半导体周期中吸取了教训，现在对供应动态更加明智。</blockquote></p><p> \"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p><p><blockquote>Evercore ISI分析师C.J.Muse在最近的一份报告中表示。“最终交货时间将开始缩短，这仍将是投资者的担忧。”</blockquote></p><p> He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p><p><blockquote>他命名为<b>ADI公司</b>,<b>Marvell技术</b>英伟达是他对半导体股票的“首选”之一。</blockquote></p><p> Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p><p><blockquote>Rosenblatt Securities分析师Hans Mosesmann认为，半导体行业正在经历“所有周期之母”。他表示，目前芯片周期的上升趋势可能会超出通常的六个季度。摩西曼在最近的一份报告中表示，当前的周期可能会在2022年上半年达到顶峰。</blockquote></p><p> \"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</p><p><blockquote>Mosesmann表示：“我们相信，随着企业从2021年秋季开始复苏，2022年数据中心、通信、工业和汽车领域的需求动态将继续强劲。”“我们认为，在经历了一年在家工作动态引领的高速增长之后，个人电脑市场将相对稳健。”</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>Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-09-22 15:18</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p><p><blockquote>华尔街分析师正在玩猜谜游戏，猜测当前芯片周期的上升趋势何时不可避免地结束。一些人表示，该行业正处于当前增长周期的中期，而另一些人则认为该业务现已见顶，未来将呈下降趋势。与此同时，半导体股票的前景悬而未决。</blockquote></p><p> On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p><p><blockquote>周一，半导体股随大盘指数暴跌。费城半导体指数（SOX）今天股市早盘下跌2.5%。SOX包括30只半导体股票。</blockquote></p><p> The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p><p><blockquote>瑞穗证券分析师Vijay Rakesh在周日给客户的一份报告中表示，半导体行业正出现增长持平或减速的迹象。</blockquote></p><p> \"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p><p><blockquote>Rakesh表示：“最近半导体需求的降温可能会持续到今年剩余时间，因为供应链受限和短缺继续影响（汽车和工业市场），尤其是在中国趋势放缓的情况下。”</blockquote></p><p> <h2>'Best Ideas' In Semiconductor Stocks</h2> Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p><p><blockquote><h2>半导体股票的“最佳创意”</h2>在半导体股票中，Rakesh更喜欢与5G无线和复苏的企业市场相关的股票。他喜欢<b>Broadcom</b>,<b>英伟达</b>,<b>科尔沃</b>,<b>Qualcomm</b>和<b>Skyworks解决方案</b>.</blockquote></p><p> Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p><p><blockquote>Truist Securities分析师William Stein认为，第三季度将是当前芯片周期的高峰。然而，他表示，半导体行业明年仍将保持健康的销售。</blockquote></p><p> \"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p><p><blockquote>他在周五给客户的一份报告中表示，根据同比销售增长，“我们仍然认为第三季度标志着基本半周期的‘真正’峰值”。“半导体公司可能会在第三季度、第四季度以及2022年继续上涨，供应至少要到2022年底才会赶上需求，甚至可能更晚。”</blockquote></p><p> Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p><p><blockquote>在他研究的半导体股票中，斯坦对英伟达和<b><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a></b>作为他的“最佳成长理念”。</blockquote></p><p> <h2>Stronger-For-Longer Chip Cycle</h2> BofA Securities sees the good times continuing for semiconductor stocks.</p><p><blockquote><h2>更强、更长的芯片周期</h2>美银证券认为半导体股的好时光将持续。</blockquote></p><p> \"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p><p><blockquote>美国银行分析师表示：“鉴于半成品在快速数字化的全球经济中发挥着关键作用，以及这个利润丰厚、供应链非常精简的行业新发现的定价能力和供应纪律，我们仍然坚定地站在半成品的长期强势阵营中。”周五给客户的一份说明。“我们预计高于趋势的增长将持续到明年。”</blockquote></p><p> BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p><p><blockquote>美银分析师认为人工智能、云计算、5G无线、游戏和其他市场的芯片增长热点。他们认为，随着供应链短缺问题的解决，汽车芯片销量将会回升。</blockquote></p><p> <h2>Investors Worry About Oversupply</h2> Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p><p><blockquote><h2>投资者担心供应过剩</h2>半导体股票的投资者担心芯片短缺可能导致双重订购，最终导致供应过剩。但许多分析师认为，芯片制造商已经从过去的半导体周期中吸取了教训，现在对供应动态更加明智。</blockquote></p><p> \"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p><p><blockquote>Evercore ISI分析师C.J.Muse在最近的一份报告中表示。“最终交货时间将开始缩短，这仍将是投资者的担忧。”</blockquote></p><p> He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p><p><blockquote>他命名为<b>ADI公司</b>,<b>Marvell技术</b>英伟达是他对半导体股票的“首选”之一。</blockquote></p><p> Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p><p><blockquote>Rosenblatt Securities分析师Hans Mosesmann认为，半导体行业正在经历“所有周期之母”。他表示，目前芯片周期的上升趋势可能会超出通常的六个季度。摩西曼在最近的一份报告中表示，当前的周期可能会在2022年上半年达到顶峰。</blockquote></p><p> \"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</p><p><blockquote>Mosesmann表示：“我们相信，随着企业从2021年秋季开始复苏，2022年数据中心、通信、工业和汽车领域的需求动态将继续强劲。”“我们认为，在经历了一年在家工作动态引领的高速增长之后，个人电脑市场将相对稳健。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168068560","content_text":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.\nOn Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.\nThe semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.\n\"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.\n'Best Ideas' In Semiconductor Stocks\nAmong semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes Broadcom, Nvidia, Qorvo, Qualcomm and Skyworks Solutions.\nTruist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.\n\"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"\nOf the semiconductor stocks he covers, Stein rates Nvidia and Monolithic Power Systems as his \"best growth ideas.\"\nStronger-For-Longer Chip Cycle\nBofA Securities sees the good times continuing for semiconductor stocks.\n\"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"\nBofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.\nInvestors Worry About Oversupply\nInvestors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.\n\"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"\nHe named Analog Devices, Marvell Technology and Nvidia among his \"top picks\" in semiconductor stocks.\nRosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.\n\"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869229687,"gmtCreate":1632295234949,"gmtModify":1632801433577,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869229687","repostId":"2168068560","repostType":2,"repost":{"id":"2168068560","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1632295085,"share":"https://www.laohu8.com/m/news/2168068560?lang=zh_CN&edition=full","pubTime":"2021-09-22 15:18","market":"us","language":"en","title":"Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2168068560","media":"Investors","summary":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end.","content":"<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p><p><blockquote>华尔街分析师正在玩猜谜游戏，猜测当前芯片周期的上升趋势何时不可避免地结束。一些人表示，该行业正处于当前增长周期的中期，而另一些人则认为该业务现已见顶，未来将呈下降趋势。与此同时，半导体股票的前景悬而未决。</blockquote></p><p> On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p><p><blockquote>周一，半导体股随大盘指数暴跌。费城半导体指数（SOX）今天股市早盘下跌2.5%。SOX包括30只半导体股票。</blockquote></p><p> The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p><p><blockquote>瑞穗证券分析师Vijay Rakesh在周日给客户的一份报告中表示，半导体行业正出现增长持平或减速的迹象。</blockquote></p><p> \"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p><p><blockquote>Rakesh表示：“最近半导体需求的降温可能会持续到今年剩余时间，因为供应链受限和短缺继续影响（汽车和工业市场），尤其是在中国趋势放缓的情况下。”</blockquote></p><p> <h2>'Best Ideas' In Semiconductor Stocks</h2> Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p><p><blockquote><h2>半导体股票的“最佳创意”</h2>在半导体股票中，Rakesh更喜欢与5G无线和复苏的企业市场相关的股票。他喜欢<b>Broadcom</b>,<b>英伟达</b>,<b>科尔沃</b>,<b>Qualcomm</b>和<b>Skyworks解决方案</b>.</blockquote></p><p> Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p><p><blockquote>Truist Securities分析师William Stein认为，第三季度将是当前芯片周期的高峰。然而，他表示，半导体行业明年仍将保持健康的销售。</blockquote></p><p> \"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p><p><blockquote>他在周五给客户的一份报告中表示，根据同比销售增长，“我们仍然认为第三季度标志着基本半周期的‘真正’峰值”。“半导体公司可能会在第三季度、第四季度以及2022年继续上涨，供应至少要到2022年底才会赶上需求，甚至可能更晚。”</blockquote></p><p> Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p><p><blockquote>在他研究的半导体股票中，斯坦对英伟达和<b><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a></b>作为他的“最佳成长理念”。</blockquote></p><p> <h2>Stronger-For-Longer Chip Cycle</h2> BofA Securities sees the good times continuing for semiconductor stocks.</p><p><blockquote><h2>更强、更长的芯片周期</h2>美银证券认为半导体股的好时光将持续。</blockquote></p><p> \"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p><p><blockquote>美国银行分析师表示：“鉴于半成品在快速数字化的全球经济中发挥着关键作用，以及这个利润丰厚、供应链非常精简的行业新发现的定价能力和供应纪律，我们仍然坚定地站在半成品的长期强势阵营中。”周五给客户的一份说明。“我们预计高于趋势的增长将持续到明年。”</blockquote></p><p> BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p><p><blockquote>美银分析师认为人工智能、云计算、5G无线、游戏和其他市场的芯片增长热点。他们认为，随着供应链短缺问题的解决，汽车芯片销量将会回升。</blockquote></p><p> <h2>Investors Worry About Oversupply</h2> Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p><p><blockquote><h2>投资者担心供应过剩</h2>半导体股票的投资者担心芯片短缺可能导致双重订购，最终导致供应过剩。但许多分析师认为，芯片制造商已经从过去的半导体周期中吸取了教训，现在对供应动态更加明智。</blockquote></p><p> \"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p><p><blockquote>Evercore ISI分析师C.J.Muse在最近的一份报告中表示。“最终交货时间将开始缩短，这仍将是投资者的担忧。”</blockquote></p><p> He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p><p><blockquote>他命名为<b>ADI公司</b>,<b>Marvell技术</b>英伟达是他对半导体股票的“首选”之一。</blockquote></p><p> Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p><p><blockquote>Rosenblatt Securities分析师Hans Mosesmann认为，半导体行业正在经历“所有周期之母”。他表示，目前芯片周期的上升趋势可能会超出通常的六个季度。摩西曼在最近的一份报告中表示，当前的周期可能会在2022年上半年达到顶峰。</blockquote></p><p> \"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</p><p><blockquote>Mosesmann表示：“我们相信，随着企业从2021年秋季开始复苏，2022年数据中心、通信、工业和汽车领域的需求动态将继续强劲。”“我们认为，在经历了一年在家工作动态引领的高速增长之后，个人电脑市场将相对稳健。”</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>Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-09-22 15:18</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p><p><blockquote>华尔街分析师正在玩猜谜游戏，猜测当前芯片周期的上升趋势何时不可避免地结束。一些人表示，该行业正处于当前增长周期的中期，而另一些人则认为该业务现已见顶，未来将呈下降趋势。与此同时，半导体股票的前景悬而未决。</blockquote></p><p> On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p><p><blockquote>周一，半导体股随大盘指数暴跌。费城半导体指数（SOX）今天股市早盘下跌2.5%。SOX包括30只半导体股票。</blockquote></p><p> The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p><p><blockquote>瑞穗证券分析师Vijay Rakesh在周日给客户的一份报告中表示，半导体行业正出现增长持平或减速的迹象。</blockquote></p><p> \"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p><p><blockquote>Rakesh表示：“最近半导体需求的降温可能会持续到今年剩余时间，因为供应链受限和短缺继续影响（汽车和工业市场），尤其是在中国趋势放缓的情况下。”</blockquote></p><p> <h2>'Best Ideas' In Semiconductor Stocks</h2> Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p><p><blockquote><h2>半导体股票的“最佳创意”</h2>在半导体股票中，Rakesh更喜欢与5G无线和复苏的企业市场相关的股票。他喜欢<b>Broadcom</b>,<b>英伟达</b>,<b>科尔沃</b>,<b>Qualcomm</b>和<b>Skyworks解决方案</b>.</blockquote></p><p> Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p><p><blockquote>Truist Securities分析师William Stein认为，第三季度将是当前芯片周期的高峰。然而，他表示，半导体行业明年仍将保持健康的销售。</blockquote></p><p> \"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p><p><blockquote>他在周五给客户的一份报告中表示，根据同比销售增长，“我们仍然认为第三季度标志着基本半周期的‘真正’峰值”。“半导体公司可能会在第三季度、第四季度以及2022年继续上涨，供应至少要到2022年底才会赶上需求，甚至可能更晚。”</blockquote></p><p> Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p><p><blockquote>在他研究的半导体股票中，斯坦对英伟达和<b><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a></b>作为他的“最佳成长理念”。</blockquote></p><p> <h2>Stronger-For-Longer Chip Cycle</h2> BofA Securities sees the good times continuing for semiconductor stocks.</p><p><blockquote><h2>更强、更长的芯片周期</h2>美银证券认为半导体股的好时光将持续。</blockquote></p><p> \"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p><p><blockquote>美国银行分析师表示：“鉴于半成品在快速数字化的全球经济中发挥着关键作用，以及这个利润丰厚、供应链非常精简的行业新发现的定价能力和供应纪律，我们仍然坚定地站在半成品的长期强势阵营中。”周五给客户的一份说明。“我们预计高于趋势的增长将持续到明年。”</blockquote></p><p> BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p><p><blockquote>美银分析师认为人工智能、云计算、5G无线、游戏和其他市场的芯片增长热点。他们认为，随着供应链短缺问题的解决，汽车芯片销量将会回升。</blockquote></p><p> <h2>Investors Worry About Oversupply</h2> Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p><p><blockquote><h2>投资者担心供应过剩</h2>半导体股票的投资者担心芯片短缺可能导致双重订购，最终导致供应过剩。但许多分析师认为，芯片制造商已经从过去的半导体周期中吸取了教训，现在对供应动态更加明智。</blockquote></p><p> \"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p><p><blockquote>Evercore ISI分析师C.J.Muse在最近的一份报告中表示。“最终交货时间将开始缩短，这仍将是投资者的担忧。”</blockquote></p><p> He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p><p><blockquote>他命名为<b>ADI公司</b>,<b>Marvell技术</b>英伟达是他对半导体股票的“首选”之一。</blockquote></p><p> Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p><p><blockquote>Rosenblatt Securities分析师Hans Mosesmann认为，半导体行业正在经历“所有周期之母”。他表示，目前芯片周期的上升趋势可能会超出通常的六个季度。摩西曼在最近的一份报告中表示，当前的周期可能会在2022年上半年达到顶峰。</blockquote></p><p> \"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</p><p><blockquote>Mosesmann表示：“我们相信，随着企业从2021年秋季开始复苏，2022年数据中心、通信、工业和汽车领域的需求动态将继续强劲。”“我们认为，在经历了一年在家工作动态引领的高速增长之后，个人电脑市场将相对稳健。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168068560","content_text":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.\nOn Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.\nThe semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.\n\"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.\n'Best Ideas' In Semiconductor Stocks\nAmong semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes Broadcom, Nvidia, Qorvo, Qualcomm and Skyworks Solutions.\nTruist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.\n\"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"\nOf the semiconductor stocks he covers, Stein rates Nvidia and Monolithic Power Systems as his \"best growth ideas.\"\nStronger-For-Longer Chip Cycle\nBofA Securities sees the good times continuing for semiconductor stocks.\n\"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"\nBofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.\nInvestors Worry About Oversupply\nInvestors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.\n\"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"\nHe named Analog Devices, Marvell Technology and Nvidia among his \"top picks\" in semiconductor stocks.\nRosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.\n\"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860954150,"gmtCreate":1632126523070,"gmtModify":1632802679138,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>go up","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>go up","text":"$Alibaba(BABA)$go up","images":[{"img":"https://static.tigerbbs.com/ee25061904f873d4966e94bbed9e8bf0","width":"1080","height":"2627"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887931830","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887933313,"gmtCreate":1631954482832,"gmtModify":1632805096174,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Tim","listText":"Tim","text":"Tim","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887933313","repostId":"2168757506","repostType":2,"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888902131,"gmtCreate":1631418887623,"gmtModify":1631891681202,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888902131","repostId":"2166290377","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881876631,"gmtCreate":1631326989623,"gmtModify":1631891681204,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"No buy 😜","listText":"No buy 😜","text":"No buy 😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881876631","repostId":"2166726753","repostType":2,"repost":{"id":"2166726753","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631326722,"share":"https://www.laohu8.com/m/news/2166726753?lang=zh_CN&edition=full","pubTime":"2021-09-11 10:18","market":"us","language":"en","title":"Tesla raises price for Performance Model Y in China to 387,900 yuan<blockquote>特斯拉将性能版Model Y在华售价上调至38.79万元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2166726753","media":"Tiger Newspress","summary":"Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","content":"<p>Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p><p><blockquote>特斯拉表示将高性能Model Y在华售价提高1万元至38.79万元-特斯拉微博。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla raises price for Performance Model Y in China to 387,900 yuan<blockquote>特斯拉将性能版Model Y在华售价上调至38.79万元</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 raises price for Performance Model Y in China to 387,900 yuan<blockquote>特斯拉将性能版Model Y在华售价上调至38.79万元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-11 10:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p><p><blockquote>特斯拉表示将高性能Model Y在华售价提高1万元至38.79万元-特斯拉微博。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166726753","content_text":"Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883215238,"gmtCreate":1631243494724,"gmtModify":1631891681206,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883215238","repostId":"2166401323","repostType":2,"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883215616,"gmtCreate":1631243482335,"gmtModify":1631891681211,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883215616","repostId":"2166400263","repostType":2,"repost":{"id":"2166400263","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631234404,"share":"https://www.laohu8.com/m/news/2166400263?lang=zh_CN&edition=full","pubTime":"2021-09-10 08:40","market":"us","language":"en","title":"Epic Games asks Apple to allow \"Fortnite\" to return in South Korea<blockquote>Epic Games要求苹果允许《堡垒之夜》在韩回归</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2166400263","media":"Reuters","summary":"Sept 9 (Reuters) - \"Fortnite\" creator Epic Games has asked iPhone maker Apple Inc    to restore its ","content":"<p><html><body>Sept 9 (Reuters) - \"Fortnite\" creator Epic Games has asked iPhone maker Apple Inc    to restore its Fortnite developer account and intends to re-release Fortnite on iOS in South Korea offering both Epic payment and Apple payment side-by-side, it said in a tweet.</p><p><blockquote><html><body>路透9月9日-《堡垒之夜》创作者Epic Games已要求iPhone制造商苹果公司恢复其《堡垒之夜》开发者账户，并打算在韩国的iOS上重新发布《堡垒之夜》，同时提供Epic支付和苹果支付。它在一条推文中表示。</body></html></blockquote></p><p>   \"Epic intends to re-release Fortnite on iOS in Korea offering both Epic payment and Apple payment side-by-side in compliance with the new Korean law,\" the tweet added.</p><p><blockquote>推文补充道：“Epic打算根据韩国新法律，在韩国的iOS上重新发布《堡垒之夜》，同时提供Epic支付和苹果支付。”</blockquote></p><p>   Last week, South Korea's parliament approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.  </p><p><blockquote>上周，韩国国会批准了一项法案，禁止谷歌和苹果等主要应用商店运营商强迫软件开发商使用其支付系统，有效阻止了他们对应用内购买收取佣金。</blockquote></p><p> (Reporting by Kanishka Singh in Bengaluru; Editing by Muralikumar Anantharaman)</p><p><blockquote>（Kanishka Singh班加罗尔报道；Muralikumar Anantharaman编辑）</blockquote></p><p>((Kanishka.Singh@thomsonreuters.com; +91 8061822801;))</p><p><blockquote>((Kanishka.Singh@thomsonreuters.com；+91 806 182 2801；))</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Epic Games asks Apple to allow \"Fortnite\" to return in South Korea<blockquote>Epic Games要求苹果允许《堡垒之夜》在韩回归</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\">\nEpic Games asks Apple to allow \"Fortnite\" to return in South Korea<blockquote>Epic Games要求苹果允许《堡垒之夜》在韩回归</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time smaller\">2021-09-10 08:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>Sept 9 (Reuters) - \"Fortnite\" creator Epic Games has asked iPhone maker Apple Inc    to restore its Fortnite developer account and intends to re-release Fortnite on iOS in South Korea offering both Epic payment and Apple payment side-by-side, it said in a tweet.</p><p><blockquote><html><body>路透9月9日-《堡垒之夜》创作者Epic Games已要求iPhone制造商苹果公司恢复其《堡垒之夜》开发者账户，并打算在韩国的iOS上重新发布《堡垒之夜》，同时提供Epic支付和苹果支付。它在一条推文中表示。</body></html></blockquote></p><p>   \"Epic intends to re-release Fortnite on iOS in Korea offering both Epic payment and Apple payment side-by-side in compliance with the new Korean law,\" the tweet added.</p><p><blockquote>推文补充道：“Epic打算根据韩国新法律，在韩国的iOS上重新发布《堡垒之夜》，同时提供Epic支付和苹果支付。”</blockquote></p><p>   Last week, South Korea's parliament approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.  </p><p><blockquote>上周，韩国国会批准了一项法案，禁止谷歌和苹果等主要应用商店运营商强迫软件开发商使用其支付系统，有效阻止了他们对应用内购买收取佣金。</blockquote></p><p> (Reporting by Kanishka Singh in Bengaluru; Editing by Muralikumar Anantharaman)</p><p><blockquote>（Kanishka Singh班加罗尔报道；Muralikumar Anantharaman编辑）</blockquote></p><p>((Kanishka.Singh@thomsonreuters.com; +91 8061822801;))</p><p><blockquote>((Kanishka.Singh@thomsonreuters.com；+91 806 182 2801；))</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166400263","content_text":"Sept 9 (Reuters) - \"Fortnite\" creator Epic Games has asked iPhone maker Apple Inc    to restore its Fortnite developer account and intends to re-release 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Last week, South Korea's parliament approved a bill that bans major app store operators such as Google and Apple from forcing software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases.   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8061822801;))","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889520637,"gmtCreate":1631160004729,"gmtModify":1631891681216,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"Baba","listText":"Baba","text":"Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889520637","repostId":"2166831396","repostType":2,"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880436982,"gmtCreate":1631070582346,"gmtModify":1631883593848,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580996232696135","authorIdStr":"3580996232696135"},"themes":[],"htmlText":"<a 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n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/110249645","repostId":"2139427430","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138681809,"gmtCreate":1621934180501,"gmtModify":1634185377475,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580996232696135","idStr":"3580996232696135"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/138681809","repostId":"1145709715","repostType":4,"repost":{"id":"1145709715","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621933657,"share":"https://www.laohu8.com/m/news/1145709715?lang=zh_CN&edition=full","pubTime":"2021-05-25 17:07","market":"us","language":"en","title":"GSX Techedu, Tal Education, New Oriental surged in pre-market<blockquote>跟谁学、好未来教育、新东方盘前大涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145709715","media":"Tiger Newspress","summary":"GSX Techedu, Tal Education, New Oriental surged in pre-market.Beijing Haidian District Education Com","content":"<p>GSX Techedu, Tal Education, New Oriental surged in pre-market.</p><p><blockquote>跟谁学、好未来教育、新东方盘前大涨。</blockquote></p><p><img src=\"https://static.tigerbbs.com/195328cd14fcca22e92c6b15ee92640e\" tg-width=\"1282\" tg-height=\"624\" referrerpolicy=\"no-referrer\">Beijing Haidian District Education Commission issued a statement: Recently, the news that \"educational institutions will not be allowed to start classes in summer\", this news is not true.</p><p><blockquote>北京市海淀区教委发布声明：近日有消息称“暑期不允许教育机构开学”，此消息不属实。</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>GSX Techedu, Tal Education, New Oriental surged in pre-market<blockquote>跟谁学、好未来教育、新东方盘前大涨</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; 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#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\">\nGSX Techedu, Tal Education, New Oriental surged in pre-market<blockquote>跟谁学、好未来教育、新东方盘前大涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-25 17:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>GSX Techedu, Tal Education, New Oriental surged in pre-market.</p><p><blockquote>跟谁学、好未来教育、新东方盘前大涨。</blockquote></p><p><img src=\"https://static.tigerbbs.com/195328cd14fcca22e92c6b15ee92640e\" tg-width=\"1282\" tg-height=\"624\" referrerpolicy=\"no-referrer\">Beijing Haidian District Education Commission issued a statement: Recently, the news that \"educational institutions will not be allowed to start classes in summer\", this news is not true.</p><p><blockquote>北京市海淀区教委发布声明：近日有消息称“暑期不允许教育机构开学”，此消息不属实。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EDU":"新东方","GOTU":"高途","TAL":"好未来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145709715","content_text":"GSX Techedu, Tal Education, New Oriental surged in pre-market.Beijing Haidian District Education Commission issued a statement: Recently, the news that \"educational institutions will not be allowed to start classes in summer\", this news is not true.","news_type":1,"symbols_score_info":{"GOTU":0.9,"EDU":0.9,"TAL":0.9}},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197846454,"gmtCreate":1621446815778,"gmtModify":1634189092045,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580996232696135","idStr":"3580996232696135"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/197846454","repostId":"1103552481","repostType":4,"repost":{"id":"1103552481","kind":"news","pubTimestamp":1621428667,"share":"https://www.laohu8.com/m/news/1103552481?lang=zh_CN&edition=full","pubTime":"2021-05-19 20:51","market":"us","language":"en","title":"3 Things to Watch for in the Fed Minutes Today<blockquote>今日美联储会议纪要中值得关注的3件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103552481","media":"Barrons","summary":"The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but inv","content":"<p>The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.</p><p><blockquote>美联储最新的会议纪要预计今天不会引起太大轰动，但投资者仍应关注一些不同的主题。</blockquote></p><p> The minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance:&nbsp; A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a&nbsp;surprisingly weak jobs report&nbsp;and a&nbsp;stronger-than-expected consumer inflation report, for example.</p><p><blockquote>会议纪要将于今天下午2点公布，美联储观察人士在解读其意义时可能会面临比平时更大的挑战：自4月28日至29日的会议以来，经济发生了很大变化。例如，接下来的几周带来了令人惊讶的疲软就业报告和强于预期的消费者通胀报告。</blockquote></p><p> And unlike&nbsp;last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April.&nbsp;The 10-year yield has&nbsp;dropped to 1.64%&nbsp;from 1.74% on March 31.</p><p><blockquote>与上个月的会议不同，美国国债并没有出现引人注目的抛售来引起官员的注意。尽管经济数据显示4月份价格压力更大，但收益率的急剧攀升在3月底有所减弱。10年期国债收益率已从3月31日的1.74%降至1.64%。</blockquote></p><p> Yet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.</p><p><blockquote>然而，这份文件仍可能为央行的观点提供一些线索。自上次会议以来，官员们也提供了更多关于政策的观点。值得注意的是，美联储副主席理查德·克拉里达在周一的一次会议上发表讲话，并讨论了最近的一些经济数据点。</blockquote></p><p> Here’s what strategists expect out of the meeting today, and what Clarida said about the topics:</p><p><blockquote>以下是策略师对今天会议的预期，以及克拉里达对这些主题的看法：</blockquote></p><p> <b>“Attuned and Attentive” to “Transitory” Inflation?</b></p><p><blockquote><b>“适应并关注”“暂时性”通货膨胀？</b></blockquote></p><p> One popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.</p><p><blockquote>包括美联储主席杰罗姆·鲍威尔（Jerome Powell）在内的美联储官员的一个流行观点是，今年春天预计将带来通胀“暂时”上升，这主要与去年疫情导致经济活动急剧减速后美国经济重新开放有关。</blockquote></p><p> Mizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.</p><p><blockquote>瑞穗经济学家Steven Ricchiuto和Alex Pelle在5月18日的一份报告中写道，他们预计会议纪要中“多次提到‘暂时’价格压力”。他们还强调，4月份消费者价格涨幅最大的许多行业都是需求受疫情打击最严重的行业，例如酒店和机票。“到目前为止，这证实了美联储的想法，”他们补充道。</blockquote></p><p> Yet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation:&nbsp; That the central bank would be “attuned and attentive” to any data showing higher price pressures.</p><p><blockquote>然而，在周一的会议上，克拉里达似乎在重复一种关于通胀的不同类型的保证：央行将“协调并关注”任何显示价格压力上升的数据。</blockquote></p><p> “In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”</p><p><blockquote>“在CPI报告中，[重新开放]确实明显给价格带来了上行压力。现在我们的基线观点是，其中大部分可能是暂时的，但我们必须适应并关注即将到来的数据，”他说。“我们任务的关键要素是价格稳定，而价格稳定的一个重要组成部分是稳定的通胀预期。如果我们看到价格或通胀面临上行压力，有可能推高通胀预期，我毫不怀疑我们会使用我们的工具来解决这种情况。”</blockquote></p><p> <b>Taper Timeline</b></p><p><blockquote><b>锥形时间表</b></blockquote></p><p> Investors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.</p><p><blockquote>投资者还将关注央行是否就何时开始削减每月1200亿美元的债券购买量提供任何额外指导。鲍威尔曾表示，美联储希望在削减购买之前，在实现充分就业和长期平均通胀率2%的目标方面取得“实质性的进一步进展”，但官员们没有提供太多额外指导。</blockquote></p><p> Most on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases&nbsp;late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.</p><p><blockquote>华尔街大多数人预计，美联储将在今年夏末或秋季讨论减少或缩减购买规模的长期计划。NatWest Markets在周一的一份报告中表示，预计美联储将在9月份开始谈论缩减购债规模，并在明年实际上开始放缓购债步伐。</blockquote></p><p> So any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.</p><p><blockquote>因此，最新会议纪要中任何更详细的讨论都可能令投资者感到意外，并可能对市场产生影响。</blockquote></p><p> <b>Labor-Market Outlook</b></p><p><blockquote><b>劳工市场展望</b></blockquote></p><p> One key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.</p><p><blockquote>决定美联储债券购买（和其他宽松政策）前景的一个关键因素是劳动力市场的复苏。在令人失望的四月份就业报告之后，这一问题仍然悬而未决。</blockquote></p><p> Still, there is a chance investors could find more context on one of their questions in the minutes:&nbsp; How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?</p><p><blockquote>尽管如此，投资者仍有可能在会议纪要中找到有关他们的一个问题的更多背景：多少改善足以让美联储开始撤回宽松政策？换句话说，“实质性的进一步进展”是什么意思？</blockquote></p><p> Before the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.</p><p><blockquote>在4月份劳动力市场令人失望的消息传出之前，华尔街大多数人预计本月将创造就业机会强劲，这是鲍威尔曾表示，在美国实现“实质性的进一步进展”之前，需要实现“一系列”强劲复苏的又一步。美联储的目标。这可能促使官员们讨论复苏需要走多远，央行才能开始退出。</blockquote></p><p> Clarida discussed the April employment report on Monday as well.</p><p><blockquote>克拉里达周一还讨论了4月份的就业报告。</blockquote></p><p></p><p> “What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”</p><p><blockquote>“四月份就业报告告诉我的是，我们使劳动力市场，特别是服务业供需平衡的方式可能需要一些时间，并且随着工人重返就业，可能会对价格产生一些上行压力，因此我们必须适应并关注数据流，”他说。“根据四月份就业报告，我们没有取得实质性的进一步进展，但随着数据的出现，我们作为一个委员会将不得不对其进行评估，并最终做出判断。”</blockquote></p><p> Ultimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes:&nbsp; Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the&nbsp;economic data has been so volatile&nbsp;during the reopening that the picture could change significantly by the time the Fed meets again in June.</p><p><blockquote>最终，未来劳动力市场数据的重要性暗示了美联储会议纪要的更广泛结论：未来几个月的经济数据可能是美联储行动及其取消市场和经济宽松计划的最终仲裁者。在重新开放期间，经济数据波动如此之大，以至于到美联储6月份再次开会时，情况可能会发生重大变化。</blockquote></p><p> That means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.</p><p><blockquote>这意味着投资者将不得不再持有一段时间才能了解央行计划何时开始退出。</blockquote></p><p> “We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than answers.”</p><p><blockquote>BMO策略师Ian Lyngen写道：“我们不愿意将这种均衡视为任何形式的均衡，相反，随着宏观预期的进一步细化，它更有可能被证明是一种暂时的持有模式。”“显然，我们的问题多于答案。”</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>3 Things to Watch for in the Fed Minutes Today<blockquote>今日美联储会议纪要中值得关注的3件事</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Things to Watch for in the Fed Minutes Today<blockquote>今日美联储会议纪要中值得关注的3件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-19 20:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.</p><p><blockquote>美联储最新的会议纪要预计今天不会引起太大轰动，但投资者仍应关注一些不同的主题。</blockquote></p><p> The minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance:&nbsp; A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a&nbsp;surprisingly weak jobs report&nbsp;and a&nbsp;stronger-than-expected consumer inflation report, for example.</p><p><blockquote>会议纪要将于今天下午2点公布，美联储观察人士在解读其意义时可能会面临比平时更大的挑战：自4月28日至29日的会议以来，经济发生了很大变化。例如，接下来的几周带来了令人惊讶的疲软就业报告和强于预期的消费者通胀报告。</blockquote></p><p> And unlike&nbsp;last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April.&nbsp;The 10-year yield has&nbsp;dropped to 1.64%&nbsp;from 1.74% on March 31.</p><p><blockquote>与上个月的会议不同，美国国债并没有出现引人注目的抛售来引起官员的注意。尽管经济数据显示4月份价格压力更大，但收益率的急剧攀升在3月底有所减弱。10年期国债收益率已从3月31日的1.74%降至1.64%。</blockquote></p><p> Yet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.</p><p><blockquote>然而，这份文件仍可能为央行的观点提供一些线索。自上次会议以来，官员们也提供了更多关于政策的观点。值得注意的是，美联储副主席理查德·克拉里达在周一的一次会议上发表讲话，并讨论了最近的一些经济数据点。</blockquote></p><p> Here’s what strategists expect out of the meeting today, and what Clarida said about the topics:</p><p><blockquote>以下是策略师对今天会议的预期，以及克拉里达对这些主题的看法：</blockquote></p><p> <b>“Attuned and Attentive” to “Transitory” Inflation?</b></p><p><blockquote><b>“适应并关注”“暂时性”通货膨胀？</b></blockquote></p><p> One popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.</p><p><blockquote>包括美联储主席杰罗姆·鲍威尔（Jerome Powell）在内的美联储官员的一个流行观点是，今年春天预计将带来通胀“暂时”上升，这主要与去年疫情导致经济活动急剧减速后美国经济重新开放有关。</blockquote></p><p> Mizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.</p><p><blockquote>瑞穗经济学家Steven Ricchiuto和Alex Pelle在5月18日的一份报告中写道，他们预计会议纪要中“多次提到‘暂时’价格压力”。他们还强调，4月份消费者价格涨幅最大的许多行业都是需求受疫情打击最严重的行业，例如酒店和机票。“到目前为止，这证实了美联储的想法，”他们补充道。</blockquote></p><p> Yet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation:&nbsp; That the central bank would be “attuned and attentive” to any data showing higher price pressures.</p><p><blockquote>然而，在周一的会议上，克拉里达似乎在重复一种关于通胀的不同类型的保证：央行将“协调并关注”任何显示价格压力上升的数据。</blockquote></p><p> “In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”</p><p><blockquote>“在CPI报告中，[重新开放]确实明显给价格带来了上行压力。现在我们的基线观点是，其中大部分可能是暂时的，但我们必须适应并关注即将到来的数据，”他说。“我们任务的关键要素是价格稳定，而价格稳定的一个重要组成部分是稳定的通胀预期。如果我们看到价格或通胀面临上行压力，有可能推高通胀预期，我毫不怀疑我们会使用我们的工具来解决这种情况。”</blockquote></p><p> <b>Taper Timeline</b></p><p><blockquote><b>锥形时间表</b></blockquote></p><p> Investors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.</p><p><blockquote>投资者还将关注央行是否就何时开始削减每月1200亿美元的债券购买量提供任何额外指导。鲍威尔曾表示，美联储希望在削减购买之前，在实现充分就业和长期平均通胀率2%的目标方面取得“实质性的进一步进展”，但官员们没有提供太多额外指导。</blockquote></p><p> Most on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases&nbsp;late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.</p><p><blockquote>华尔街大多数人预计，美联储将在今年夏末或秋季讨论减少或缩减购买规模的长期计划。NatWest Markets在周一的一份报告中表示，预计美联储将在9月份开始谈论缩减购债规模，并在明年实际上开始放缓购债步伐。</blockquote></p><p> So any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.</p><p><blockquote>因此，最新会议纪要中任何更详细的讨论都可能令投资者感到意外，并可能对市场产生影响。</blockquote></p><p> <b>Labor-Market Outlook</b></p><p><blockquote><b>劳工市场展望</b></blockquote></p><p> One key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.</p><p><blockquote>决定美联储债券购买（和其他宽松政策）前景的一个关键因素是劳动力市场的复苏。在令人失望的四月份就业报告之后，这一问题仍然悬而未决。</blockquote></p><p> Still, there is a chance investors could find more context on one of their questions in the minutes:&nbsp; How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?</p><p><blockquote>尽管如此，投资者仍有可能在会议纪要中找到有关他们的一个问题的更多背景：多少改善足以让美联储开始撤回宽松政策？换句话说，“实质性的进一步进展”是什么意思？</blockquote></p><p> Before the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.</p><p><blockquote>在4月份劳动力市场令人失望的消息传出之前，华尔街大多数人预计本月将创造就业机会强劲，这是鲍威尔曾表示，在美国实现“实质性的进一步进展”之前，需要实现“一系列”强劲复苏的又一步。美联储的目标。这可能促使官员们讨论复苏需要走多远，央行才能开始退出。</blockquote></p><p> Clarida discussed the April employment report on Monday as well.</p><p><blockquote>克拉里达周一还讨论了4月份的就业报告。</blockquote></p><p></p><p> “What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”</p><p><blockquote>“四月份就业报告告诉我的是，我们使劳动力市场，特别是服务业供需平衡的方式可能需要一些时间，并且随着工人重返就业，可能会对价格产生一些上行压力，因此我们必须适应并关注数据流，”他说。“根据四月份就业报告，我们没有取得实质性的进一步进展，但随着数据的出现，我们作为一个委员会将不得不对其进行评估，并最终做出判断。”</blockquote></p><p> Ultimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes:&nbsp; Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the&nbsp;economic data has been so volatile&nbsp;during the reopening that the picture could change significantly by the time the Fed meets again in June.</p><p><blockquote>最终，未来劳动力市场数据的重要性暗示了美联储会议纪要的更广泛结论：未来几个月的经济数据可能是美联储行动及其取消市场和经济宽松计划的最终仲裁者。在重新开放期间，经济数据波动如此之大，以至于到美联储6月份再次开会时，情况可能会发生重大变化。</blockquote></p><p> That means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.</p><p><blockquote>这意味着投资者将不得不再持有一段时间才能了解央行计划何时开始退出。</blockquote></p><p> “We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than answers.”</p><p><blockquote>BMO策略师Ian Lyngen写道：“我们不愿意将这种均衡视为任何形式的均衡，相反，随着宏观预期的进一步细化，它更有可能被证明是一种暂时的持有模式。”“显然，我们的问题多于答案。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103552481","content_text":"The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.\nThe minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance:  A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a surprisingly weak jobs report and a stronger-than-expected consumer inflation report, for example.\nAnd unlike last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April. The 10-year yield has dropped to 1.64% from 1.74% on March 31.\nYet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.\nHere’s what strategists expect out of the meeting today, and what Clarida said about the topics:\n“Attuned and Attentive” to “Transitory” Inflation?\nOne popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.\nMizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.\nYet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation:  That the central bank would be “attuned and attentive” to any data showing higher price pressures.\n“In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”\nTaper Timeline\nInvestors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.\nMost on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.\nSo any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.\nLabor-Market Outlook\nOne key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.\nStill, there is a chance investors could find more context on one of their questions in the minutes:  How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?\nBefore the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.\nClarida discussed the April employment report on Monday as well.\n“What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”\nUltimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes:  Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the economic data has been so volatile during the reopening that the picture could change significantly by the time the Fed meets again in June.\nThat means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.\n“We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than 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😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881876631","repostId":"2166726753","repostType":2,"repost":{"id":"2166726753","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631326722,"share":"https://www.laohu8.com/m/news/2166726753?lang=zh_CN&edition=full","pubTime":"2021-09-11 10:18","market":"us","language":"en","title":"Tesla raises price for Performance Model Y in China to 387,900 yuan<blockquote>特斯拉将性能版Model Y在华售价上调至38.79万元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2166726753","media":"Tiger Newspress","summary":"Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla 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10:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p><p><blockquote>特斯拉表示将高性能Model Y在华售价提高1万元至38.79万元-特斯拉微博。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166726753","content_text":"Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189201836,"gmtCreate":1623265061825,"gmtModify":1631891681225,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580996232696135","idStr":"3580996232696135"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>bb","listText":"<a 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n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/130986550","repostId":"1156346664","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189022346,"gmtCreate":1623234610985,"gmtModify":1631891681227,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580996232696135","idStr":"3580996232696135"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/189022346","repostId":"2142600282","repostType":4,"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131409559,"gmtCreate":1621870644771,"gmtModify":1634185910228,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580996232696135","idStr":"3580996232696135"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/131409559","repostId":"2137155484","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869229687,"gmtCreate":1632295234949,"gmtModify":1632801433577,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580996232696135","idStr":"3580996232696135"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869229687","repostId":"2168068560","repostType":2,"repost":{"id":"2168068560","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1632295085,"share":"https://www.laohu8.com/m/news/2168068560?lang=zh_CN&edition=full","pubTime":"2021-09-22 15:18","market":"us","language":"en","title":"Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2168068560","media":"Investors","summary":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end.","content":"<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p><p><blockquote>华尔街分析师正在玩猜谜游戏，猜测当前芯片周期的上升趋势何时不可避免地结束。一些人表示，该行业正处于当前增长周期的中期，而另一些人则认为该业务现已见顶，未来将呈下降趋势。与此同时，半导体股票的前景悬而未决。</blockquote></p><p> On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p><p><blockquote>周一，半导体股随大盘指数暴跌。费城半导体指数（SOX）今天股市早盘下跌2.5%。SOX包括30只半导体股票。</blockquote></p><p> The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p><p><blockquote>瑞穗证券分析师Vijay Rakesh在周日给客户的一份报告中表示，半导体行业正出现增长持平或减速的迹象。</blockquote></p><p> \"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p><p><blockquote>Rakesh表示：“最近半导体需求的降温可能会持续到今年剩余时间，因为供应链受限和短缺继续影响（汽车和工业市场），尤其是在中国趋势放缓的情况下。”</blockquote></p><p> <h2>'Best Ideas' In Semiconductor Stocks</h2> Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p><p><blockquote><h2>半导体股票的“最佳创意”</h2>在半导体股票中，Rakesh更喜欢与5G无线和复苏的企业市场相关的股票。他喜欢<b>Broadcom</b>,<b>英伟达</b>,<b>科尔沃</b>,<b>Qualcomm</b>和<b>Skyworks解决方案</b>.</blockquote></p><p> Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p><p><blockquote>Truist Securities分析师William Stein认为，第三季度将是当前芯片周期的高峰。然而，他表示，半导体行业明年仍将保持健康的销售。</blockquote></p><p> \"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p><p><blockquote>他在周五给客户的一份报告中表示，根据同比销售增长，“我们仍然认为第三季度标志着基本半周期的‘真正’峰值”。“半导体公司可能会在第三季度、第四季度以及2022年继续上涨，供应至少要到2022年底才会赶上需求，甚至可能更晚。”</blockquote></p><p> Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p><p><blockquote>在他研究的半导体股票中，斯坦对英伟达和<b><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a></b>作为他的“最佳成长理念”。</blockquote></p><p> <h2>Stronger-For-Longer Chip Cycle</h2> BofA Securities sees the good times continuing for semiconductor stocks.</p><p><blockquote><h2>更强、更长的芯片周期</h2>美银证券认为半导体股的好时光将持续。</blockquote></p><p> \"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p><p><blockquote>美国银行分析师表示：“鉴于半成品在快速数字化的全球经济中发挥着关键作用，以及这个利润丰厚、供应链非常精简的行业新发现的定价能力和供应纪律，我们仍然坚定地站在半成品的长期强势阵营中。”周五给客户的一份说明。“我们预计高于趋势的增长将持续到明年。”</blockquote></p><p> BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p><p><blockquote>美银分析师认为人工智能、云计算、5G无线、游戏和其他市场的芯片增长热点。他们认为，随着供应链短缺问题的解决，汽车芯片销量将会回升。</blockquote></p><p> <h2>Investors Worry About Oversupply</h2> Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p><p><blockquote><h2>投资者担心供应过剩</h2>半导体股票的投资者担心芯片短缺可能导致双重订购，最终导致供应过剩。但许多分析师认为，芯片制造商已经从过去的半导体周期中吸取了教训，现在对供应动态更加明智。</blockquote></p><p> \"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p><p><blockquote>Evercore ISI分析师C.J.Muse在最近的一份报告中表示。“最终交货时间将开始缩短，这仍将是投资者的担忧。”</blockquote></p><p> He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p><p><blockquote>他命名为<b>ADI公司</b>,<b>Marvell技术</b>英伟达是他对半导体股票的“首选”之一。</blockquote></p><p> Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p><p><blockquote>Rosenblatt Securities分析师Hans Mosesmann认为，半导体行业正在经历“所有周期之母”。他表示，目前芯片周期的上升趋势可能会超出通常的六个季度。摩西曼在最近的一份报告中表示，当前的周期可能会在2022年上半年达到顶峰。</blockquote></p><p> \"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</p><p><blockquote>Mosesmann表示：“我们相信，随着企业从2021年秋季开始复苏，2022年数据中心、通信、工业和汽车领域的需求动态将继续强劲。”“我们认为，在经历了一年在家工作动态引领的高速增长之后，个人电脑市场将相对稳健。”</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>Is The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The Chip Cycle Peaking? Analysts Debate Semiconductor Stocks<blockquote>芯片周期见顶？分析师争论半导体股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-09-22 15:18</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.</p><p><blockquote>华尔街分析师正在玩猜谜游戏，猜测当前芯片周期的上升趋势何时不可避免地结束。一些人表示，该行业正处于当前增长周期的中期，而另一些人则认为该业务现已见顶，未来将呈下降趋势。与此同时，半导体股票的前景悬而未决。</blockquote></p><p> On Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.</p><p><blockquote>周一，半导体股随大盘指数暴跌。费城半导体指数（SOX）今天股市早盘下跌2.5%。SOX包括30只半导体股票。</blockquote></p><p> The semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.</p><p><blockquote>瑞穗证券分析师Vijay Rakesh在周日给客户的一份报告中表示，半导体行业正出现增长持平或减速的迹象。</blockquote></p><p> \"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.</p><p><blockquote>Rakesh表示：“最近半导体需求的降温可能会持续到今年剩余时间，因为供应链受限和短缺继续影响（汽车和工业市场），尤其是在中国趋势放缓的情况下。”</blockquote></p><p> <h2>'Best Ideas' In Semiconductor Stocks</h2> Among semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes <b>Broadcom</b>, <b>Nvidia</b>, <b>Qorvo</b>, <b>Qualcomm</b> and <b>Skyworks Solutions</b>.</p><p><blockquote><h2>半导体股票的“最佳创意”</h2>在半导体股票中，Rakesh更喜欢与5G无线和复苏的企业市场相关的股票。他喜欢<b>Broadcom</b>,<b>英伟达</b>,<b>科尔沃</b>,<b>Qualcomm</b>和<b>Skyworks解决方案</b>.</blockquote></p><p> Truist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.</p><p><blockquote>Truist Securities分析师William Stein认为，第三季度将是当前芯片周期的高峰。然而，他表示，半导体行业明年仍将保持健康的销售。</blockquote></p><p> \"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"</p><p><blockquote>他在周五给客户的一份报告中表示，根据同比销售增长，“我们仍然认为第三季度标志着基本半周期的‘真正’峰值”。“半导体公司可能会在第三季度、第四季度以及2022年继续上涨，供应至少要到2022年底才会赶上需求，甚至可能更晚。”</blockquote></p><p> Of the semiconductor stocks he covers, Stein rates Nvidia and <b><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a></b> as his \"best growth ideas.\"</p><p><blockquote>在他研究的半导体股票中，斯坦对英伟达和<b><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a></b>作为他的“最佳成长理念”。</blockquote></p><p> <h2>Stronger-For-Longer Chip Cycle</h2> BofA Securities sees the good times continuing for semiconductor stocks.</p><p><blockquote><h2>更强、更长的芯片周期</h2>美银证券认为半导体股的好时光将持续。</blockquote></p><p> \"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"</p><p><blockquote>美国银行分析师表示：“鉴于半成品在快速数字化的全球经济中发挥着关键作用，以及这个利润丰厚、供应链非常精简的行业新发现的定价能力和供应纪律，我们仍然坚定地站在半成品的长期强势阵营中。”周五给客户的一份说明。“我们预计高于趋势的增长将持续到明年。”</blockquote></p><p> BofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.</p><p><blockquote>美银分析师认为人工智能、云计算、5G无线、游戏和其他市场的芯片增长热点。他们认为，随着供应链短缺问题的解决，汽车芯片销量将会回升。</blockquote></p><p> <h2>Investors Worry About Oversupply</h2> Investors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.</p><p><blockquote><h2>投资者担心供应过剩</h2>半导体股票的投资者担心芯片短缺可能导致双重订购，最终导致供应过剩。但许多分析师认为，芯片制造商已经从过去的半导体周期中吸取了教训，现在对供应动态更加明智。</blockquote></p><p> \"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"</p><p><blockquote>Evercore ISI分析师C.J.Muse在最近的一份报告中表示。“最终交货时间将开始缩短，这仍将是投资者的担忧。”</blockquote></p><p> He named <b>Analog Devices</b>, <b>Marvell Technology</b> and Nvidia among his \"top picks\" in semiconductor stocks.</p><p><blockquote>他命名为<b>ADI公司</b>,<b>Marvell技术</b>英伟达是他对半导体股票的“首选”之一。</blockquote></p><p> Rosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.</p><p><blockquote>Rosenblatt Securities分析师Hans Mosesmann认为，半导体行业正在经历“所有周期之母”。他表示，目前芯片周期的上升趋势可能会超出通常的六个季度。摩西曼在最近的一份报告中表示，当前的周期可能会在2022年上半年达到顶峰。</blockquote></p><p> \"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"</p><p><blockquote>Mosesmann表示：“我们相信，随着企业从2021年秋季开始复苏，2022年数据中心、通信、工业和汽车领域的需求动态将继续强劲。”“我们认为，在经历了一年在家工作动态引领的高速增长之后，个人电脑市场将相对稳健。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168068560","content_text":"Wall Street analysts are playing a guessing game over when the current uptrend in the chip cycle will inevitably end. Some say the industry is midway through its current growth cycle while others see the business peaking now with a downtrend ahead. Meanwhile, prospects for semiconductor stocks hang in the balance.\nOn Monday, semiconductor stocks tumbled along with the broader market indexes. The Philadelphia semiconductor index, known as SOX, dropped 2.5% in morning trading on the stock market today. The SOX includes 30 semiconductor stocks.\nThe semiconductor industry is seeing signs of flat to decelerating growth, Mizuho Securities analyst Vijay Rakesh said in a note to clients Sunday.\n\"The recent cooling of semiconductor demand could continue through the rest of the year, as constrained supply chains and shortages have continued to impact (the automotive and industrial markets), especially with slowing trends in China,\" Rakesh said.\n'Best Ideas' In Semiconductor Stocks\nAmong semiconductor stocks, Rakesh prefers names tied to 5G wireless and the recovering enterprise market. He likes Broadcom, Nvidia, Qorvo, Qualcomm and Skyworks Solutions.\nTruist Securities analyst William Stein believes the third quarter will be the peak of the current chip cycle. However, the semiconductor industry will still see healthy sales well into next year, he said.\n\"We continue to believe that Q3 marks the 'true' peak of the fundamental semi cycle\" based on year-over-year sales growth, he said in a note to clients on Friday. \"Semi companies are likely to continue to post upside in Q3, Q4, and into 2022, and supply will not catch up with demand until at least late 2022, potentially later.\"\nOf the semiconductor stocks he covers, Stein rates Nvidia and Monolithic Power Systems as his \"best growth ideas.\"\nStronger-For-Longer Chip Cycle\nBofA Securities sees the good times continuing for semiconductor stocks.\n\"We remain firmly in the stronger-for-longer camp for semis given their critical role in the rapidly digitizing global economy and the newfound pricing power and supply discipline of this remarkably profitable industry operating with a very lean supply chain,\" BofA analysts said in a note to clients Friday. \"We expect above-trend growth to last through next year.\"\nBofA analysts see hot spots of growth for chips in artificial intelligence, cloud computing, 5G wireless, gaming and other markets. They see automotive chip sales picking up as supply chain shortages are resolved.\nInvestors Worry About Oversupply\nInvestors in semiconductor stocks are concerned that chip shortages could result in double ordering and eventually an oversupply. But many analysts think chipmakers have learned from past semiconductor cycles and are smarter about supply dynamics now.\n\"Inventory levels remain lean and double ordering remains a concern, though we suspect there is very little double fulfillment,\" Evercore ISI analyst C.J. Muse said in a recent report. \"Eventually lead times will begin to shrink and this will remain a worry for investors.\"\nHe named Analog Devices, Marvell Technology and Nvidia among his \"top picks\" in semiconductor stocks.\nRosenblatt Securities analyst Hans Mosesmann believes the semiconductor industry is experiencing \"the Mother of All Cycles.\" The current uptrend in the chip cycle could be stretching beyond the usual period of six quarters, he said. The current cycle might peak in the first half of 2022, Mosesmann said in a recent report.\n\"We believe demand dynamics in 2022 continue to be strong in data center, communications, industrial, and automotive as enterprise starts to recover starting in the fall of 2021,\" Mosesmann said. \"We see the PC market to be relatively solid after a year of hyper growth led by work-from-home dynamics.\"","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860954150,"gmtCreate":1632126523070,"gmtModify":1632802679138,"author":{"id":"3580996232696135","authorId":"3580996232696135","name":"yitong99","avatar":"https://static.tigerbbs.com/1b821d20ccfbe26c7dadc540209a017c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580996232696135","idStr":"3580996232696135"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>have confidence","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>have confidence","text":"$Alibaba(09988)$have confidence","images":[{"img":"https://static.tigerbbs.com/0da4bba2cd80b1d92c2716ed8eee2d85","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860954150","isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}