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我不是股神我是赌神

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2021-12-08

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2021-12-07

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2021-12-06

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What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</blockquote>

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2021-11-28

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2021-11-28

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Is the Best Buy Crash an Overreaction to the Retail "Crime Wave"?<blockquote>百思买崩盘是对零售“犯罪浪潮”的过度反应吗？</blockquote>

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2021-11-28

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Is the Best Buy Crash an Overreaction to the Retail "Crime Wave"?<blockquote>百思买崩盘是对零售“犯罪浪潮”的过度反应吗？</blockquote>

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2021-11-24

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2021-11-23

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2021-11-22

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Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>

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2021-11-20

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SoFi Technologies notifies warrant holders of $22.38 redemption fair market value<blockquote>SoFi Technologies 通知认股权证持有人赎回公平市值 22.38 美元</blockquote>

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2021-11-20

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2021-11-15

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2021-11-10

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2021-11-04

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It's difficult to predict future of supply issues on inflation: Powell press conference<blockquote>鲍威尔新闻发布会：很难预测通胀供应问题的未来</blockquote>

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2021-11-03

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2021-11-02

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2021-11-02

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2021-10-29

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2021-10-29

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2021-10-28

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The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138852642","media":"Barrons","summary":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the ye","content":"<p>Now can we have a correction?</p><p><blockquote>现在我们可以更正一下了吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们本希望能有更好的结果，比如在年底融化。但是，由于发现了 Covid-19 的奥密克戎变种，股市在黑色星期五暴跌后，上周股市被重创，但这似乎不太可能。标普500指数本周收盘下跌 1.2%，道琼斯工业平均指数下跌 319.26 点，跌幅 0.9%，纳斯达克综合指数下跌 2.6%。小盘股罗素 2000 指数本周下跌 3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映本周的波动有多大。在周一小幅反弹后，道琼斯指数周二暴跌652.22点。周三，它在早盘交易中反弹，然后回吐了这些涨幅，然后是一些涨幅，收盘下跌 461.68 点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票成功收高。周四，道琼斯指数创下 3 月份以来的最大涨幅，但苹果下跌 0.6%，此前有报道称，该公司正在为不温不火的 iPhone 需求让供应商做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括 Adobe (ADBE)、特斯拉 (TSLA) 和英伟达 (NVDA) 在内的大型昂贵成长型股票终于陷入抛售。“Canaccord Genuity 分析师马丁-罗伯格（Martin Roberge）指出：”鉴于许多'成长型'股票的估值过高，后者在本周的调整中首当其冲。</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘时较 2021 年高点下跌 3.5%，略低于该指数 9 月份的跌幅，当时每个人都预测调整从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了，取而代之的是新的 Covid 变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身已经够糟糕的了--没有人知道它会对经济造成多大伤害--但随后美联储主席鲍威尔不得不承认，通胀毕竟不是暂时的，缩减通胀的速度可能要快于预期。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>“CIBC Private Wealth US 首席投资官戴夫-多纳贝迪安（Dave Donabedian）说：”他如此强烈地依赖这一信息，这告诉你一些战略变化即将到来。</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时间有点奇怪。有关在美国发现奥密克戎的头条新闻已经困扰着市场。鲍威尔让事情变得更糟。尽管如此，也许投资者应该问他为什么选择在那一天发表评论，而不是问他的声明本可以更有力。“MKM Partners 首席经济学家迈克尔-达尔达（Michael Darda）说：”想象一下，如果没有变体，演讲会是什么样子。</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场完全正确。尽管头条新闻大错特错，就业报告依然稳健，失业率降至4.2%，参与率升至61.8%。供应管理协会（Institute for Supply Management）的非制造业调查达到创纪录的 69.1，而制造业指数也保持在 60 以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>这些数据非常好，以至于亚特兰大联储对美国第四季度经济增长的 GDPNow 估计最近达到了 9.7%。定于本周五公布的消费者价格指数预计11月份将上涨0.65%。所有这些都表明，经济已经为收紧货币政策做好了准备，即使股市还没有。“达尔达说：”鲍威尔是对的，即使市场有点恐慌。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果情况再糟糕一点，也不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>摩根士丹利认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新型冠状病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们 “并不那么担心奥密克戎是股市的主要风险因素”，但在美联储主席鲍威尔（Jerome Powell）暗示可能加速缩减资产购买规模后，策略师们认为其他地方也出现了不利因素。“以迈克尔-威尔逊（Michael Wilson）为首的策略师在给客户的一份报告中写道：”缩减规模正在收紧市场，这将导致估值下降，就像在任何复苏的这个阶段一样。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些言论呼应了其他策略师的观点，其中包括摩根大通的策略师，他们指出央行的鹰派转向是其股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>“摩根士丹利策略师写道：”由于多种原因，股市正在恢复九个多月前开始的降级进程。他们预测，标普500远期市盈率将下降约 12%，而且 “随着股票投资者在预期长期利率大幅上升的情况下开始要求更高的风险溢价”，跌幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们 “预计未来一段时间的波动性将加剧，因为投资者试图根据不充分和参差不齐的数据评估奥密克戎和美联储的风险”。虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来悲观的情况。</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>What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 13:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Now can we have a correction?</p><p><blockquote>现在我们可以更正一下了吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们本希望能有更好的结果，比如在年底融化。但是，由于发现了 Covid-19 的奥密克戎变种，股市在黑色星期五暴跌后，上周股市被重创，但这似乎不太可能。标普500指数本周收盘下跌 1.2%，道琼斯工业平均指数下跌 319.26 点，跌幅 0.9%，纳斯达克综合指数下跌 2.6%。小盘股罗素 2000 指数本周下跌 3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映本周的波动有多大。在周一小幅反弹后，道琼斯指数周二暴跌652.22点。周三，它在早盘交易中反弹，然后回吐了这些涨幅，然后是一些涨幅，收盘下跌 461.68 点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票成功收高。周四，道琼斯指数创下 3 月份以来的最大涨幅，但苹果下跌 0.6%，此前有报道称，该公司正在为不温不火的 iPhone 需求让供应商做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括 Adobe (ADBE)、特斯拉 (TSLA) 和英伟达 (NVDA) 在内的大型昂贵成长型股票终于陷入抛售。“Canaccord Genuity 分析师马丁-罗伯格（Martin Roberge）指出：”鉴于许多'成长型'股票的估值过高，后者在本周的调整中首当其冲。</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘时较 2021 年高点下跌 3.5%，略低于该指数 9 月份的跌幅，当时每个人都预测调整从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了，取而代之的是新的 Covid 变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身已经够糟糕的了--没有人知道它会对经济造成多大伤害--但随后美联储主席鲍威尔不得不承认，通胀毕竟不是暂时的，缩减通胀的速度可能要快于预期。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>“CIBC Private Wealth US 首席投资官戴夫-多纳贝迪安（Dave Donabedian）说：”他如此强烈地依赖这一信息，这告诉你一些战略变化即将到来。</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时间有点奇怪。有关在美国发现奥密克戎的头条新闻已经困扰着市场。鲍威尔让事情变得更糟。尽管如此，也许投资者应该问他为什么选择在那一天发表评论，而不是问他的声明本可以更有力。“MKM Partners 首席经济学家迈克尔-达尔达（Michael Darda）说：”想象一下，如果没有变体，演讲会是什么样子。</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场完全正确。尽管头条新闻大错特错，就业报告依然稳健，失业率降至4.2%，参与率升至61.8%。供应管理协会（Institute for Supply Management）的非制造业调查达到创纪录的 69.1，而制造业指数也保持在 60 以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>这些数据非常好，以至于亚特兰大联储对美国第四季度经济增长的 GDPNow 估计最近达到了 9.7%。定于本周五公布的消费者价格指数预计11月份将上涨0.65%。所有这些都表明，经济已经为收紧货币政策做好了准备，即使股市还没有。“达尔达说：”鲍威尔是对的，即使市场有点恐慌。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果情况再糟糕一点，也不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>摩根士丹利认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新型冠状病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们 “并不那么担心奥密克戎是股市的主要风险因素”，但在美联储主席鲍威尔（Jerome Powell）暗示可能加速缩减资产购买规模后，策略师们认为其他地方也出现了不利因素。“以迈克尔-威尔逊（Michael Wilson）为首的策略师在给客户的一份报告中写道：”缩减规模正在收紧市场，这将导致估值下降，就像在任何复苏的这个阶段一样。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些言论呼应了其他策略师的观点，其中包括摩根大通的策略师，他们指出央行的鹰派转向是其股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>“摩根士丹利策略师写道：”由于多种原因，股市正在恢复九个多月前开始的降级进程。他们预测，标普500远期市盈率将下降约 12%，而且 “随着股票投资者在预期长期利率大幅上升的情况下开始要求更高的风险溢价”，跌幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们 “预计未来一段时间的波动性将加剧，因为投资者试图根据不充分和参差不齐的数据评估奥密克戎和美联储的风险”。虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来悲观的情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-covid-omicron-federal-reserve-51638575944\">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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-covid-omicron-federal-reserve-51638575944","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138852642","content_text":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.\nThose numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.\nOn Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.\nThe S&P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.\nOmicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.\n“He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.\nThe timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.\nThe thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.\nThe data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.\nDon’t be surprised if it freaks out a bit more.\nMorgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron\nStock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.\nWhile they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.\n\nThe comments echo the views of other strategists, including those at JPMorgan Chase & Co., who singled out a hawkish turn by central banks as the main risk to their outlook for stocks. But while JPMorgan reiterated on Monday that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&P 500 trending lower, and valuations declining.\n“Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”\nUBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600898951,"gmtCreate":1638112668096,"gmtModify":1638112668201,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"J","listText":"J","text":"J","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600898951","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":2816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600891146,"gmtCreate":1638112571173,"gmtModify":1638112571270,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600891146","repostId":"1169926344","repostType":4,"repost":{"id":"1169926344","kind":"news","pubTimestamp":1638067822,"share":"https://www.laohunote.com/m/news/1169926344?lang=zh_CN&edition=full","pubTime":"2021-11-28 10:50","market":"us","language":"en","title":"Is the Best Buy Crash an Overreaction to the Retail \"Crime Wave\"?<blockquote>百思买崩盘是对零售“犯罪浪潮”的过度反应吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169926344","media":"Motley Fool","summary":"Electronics retailer Best Buy got slammed in the stock market after release of its third-quarter ear","content":"<p>Electronics retailer&nbsp;<a href=\"https://laohu8.com/S/BBY\"><b>Best Buy</b></a>&nbsp;got slammed in the stock market after release of its third-quarter earnings report on Nov. 23 that revealed some potentially alarming trends. Up until then, the company had enjoyed a nice bull run with its stock climbing some 40% for the year. However, with organized crime actually significant enough to reduce margins and with the company leaving its guidancelargely unchanged, the stock plunged in response.</p><p><blockquote>电子产品零售商<a href=\"https://laohu8.com/S/BBY\"><b>百思买</b></a>11 月 23 日发布第三季度收益报告后，该公司在股市遭受重创，该报告揭示了一些潜在的令人担忧的趋势。在此之前，该公司一直享受着良好的牛市行情，其股价今年上涨了约 40%。然而，由于有组织犯罪实际上严重到足以降低利润率，并且该公司保持其指引基本不变，该股因此暴跌。</blockquote></p><p> Here's why the market may be overreacting, but also why caution is probably wise.</p><p><blockquote>这就是为什么市场可能反应过度，但也是为什么谨慎可能是明智的。</blockquote></p><p> A retail theft wave continues</p><p><blockquote>零售盗窃浪潮仍在继续</blockquote></p><p> In the first half of September, grocery and pharmacy chain&nbsp;<b>Kroger</b>(NYSE:KR)&nbsp;revealed that a considerable amount ofmerchandise was walking out the doorof many locations without visiting the checkout lane first. Theft (known as \"shrinkage\") had reduced Kroger's margin, according to CEO Rodney McMullen, accounting for 15 out of a 60-basis-point gross margin drop. DuringKroger's Q2 earnings call,&nbsp;McMullen remarked on how the shrinkage was \"heavily driven by organized crime or at least appears to be.\"</p><p><blockquote>9月上半月，杂货和药店连锁<b>克罗格</b>（纽约证券交易所股票代码：KR）透露，相当多的商品在没有先去收银台的情况下就走出了许多地点的大门。首席执行官罗德尼·麦克马伦 (Rodney McMullen) 表示，盗窃（称为“缩水”）降低了克罗格的利润率，占毛利率下降 60 个基点中的 15%。在克罗格第二季度财报看涨期权上，麦克马伦评论了业绩萎缩是如何“在很大程度上受到有组织犯罪的推动，或者至少看起来是这样”的。</blockquote></p><p> \"Organized crime\" in this case refers to loosely associated groups or \"flash mobs\" of thieves. Kroger's geographic mix may be boosting the theft rate with California accounting for almost 10% of its stores. That state's new policy, reducing thefts under $950 to a misdemeanor, means police often don't bother investigating. So the Golden State now has two of the five top U.S. cities for retail theft.</p><p><blockquote>本案中的“有组织犯罪”是指松散联系的团体或小偷的“快闪族”。克罗格的地理组合可能会提高盗窃率，加利福尼亚州占其商店的近 10%。该州的新政策将950美元以下的盗窃降低为轻罪，这意味着警方通常懒得调查。因此，金州现在拥有美国五大零售盗窃城市中的两个。</blockquote></p><p> Now, the same trend is gnawing away at Best Buy's margins. In a CNBC interview, CEO Corie Barry said groups of thieves are \"targeting stores, and going in and grabbing large swaths of merchandise and running out.\" In addition to reducing margins, Barry pointed out that \"for our employees, these are traumatic experiences, and they're happening more and more.\"</p><p><blockquote>现在，同样的趋势正在蚕食百思买的利润率。首席执行官科里·巴里 (Corie Barry) 在接受 CNBC 采访时表示，一群窃贼“以商店为目标，进去抢走大片商品，然后跑出去”。除了利润率下降之外，巴里还指出，“对于我们的员工来说，这些都是创伤性经历，而且这种情况越来越频繁地发生。”</blockquote></p><p> Calling the rise of open pilfering \"a horrible change in the trajectory of the business,\" she said the crime wave is affecting worker retention, possibly causing frightened employees to quit while there's already a labor shortage.</p><p><blockquote>她称公开盗窃的增加是“商业轨迹的可怕变化”，并表示犯罪浪潮正在影响员工的保留，可能会导致受惊的员工在劳动力短缺的情况下辞职。</blockquote></p><p> Barry also identified California as a theft epicenter, but said major cities elsewhere are also seeing the same trend. The Q3 earnings report itself indicates a total margin drop of 60 basis points year over year, from 24% to 23.4%, as a result. Promotions and other factors also contributed to the slump.</p><p><blockquote>巴里还指出加州是盗窃中心，但他说其他地方的主要城市也出现了同样的趋势。第三季度收益报告本身显示，毛利率同比下降 60 个基点，从 24% 降至 23.4%。促销和其他因素也导致了低迷。</blockquote></p><p> Less than stellar year-over-year gains</p><p><blockquote>不如出色的同比涨幅</blockquote></p><p> Best Buy's Q3 saw its main financial metrics improve over last year's results, but only narrowly. Revenue climbed a meager 0.48% year over year while domestic comparable sales, or comps, rose just 2%. Earnings per share (EPS) gained just 1%. The company's full-year guidance only increased slightly while several metrics remained flat compared to previous forecasts.</p><p><blockquote>百思买第三季度的主要财务指标较去年有所改善，但幅度较小。收入同比仅增长 0.48%，而国内可比销售额（comps）仅增长 2%。每股收益 (EPS) 仅增长 1%。该公司的全年指引仅略有增加，而与之前的预测相比，几个指标保持不变。</blockquote></p><p> However, zooming out to a two-year comparison reveals a more upbeat growth trajectory. Q3's $11.9 billion in revenue jumped more than 22% from two years ago while adjusted EPS vaulted 84% to $2.08. No doubt, last year's results were distorted by COVID-19. Just as some companies saw sales deflate because of lockdowns, so Best Buy clearly gained as people sat at home and bought extra electronics to support their work and leisure activities. But longer-term, Best Buy still appears to be operating robustly.</p><p><blockquote>然而，放大到两年的比较，会发现增长轨迹更加乐观。第三季度 119 亿美元的收入比两年前增长了 22% 以上，调整后每股收益猛增 84% 至 2.08 美元。毫无疑问，去年的结果被新冠肺炎扭曲了。正如一些公司因封锁而销售额萎缩一样，随着人们坐在家里购买额外的电子产品来支持他们的工作和休闲活动，百思买显然受益。但从长远来看，百思买似乎仍然运营强劲。</blockquote></p><p> Did the market overreact to Best Buy's report?</p><p><blockquote>市场是否对百思买的报告反应过度？</blockquote></p><p> Best Buy's share price plunged nearly 16% on the day it released its Q3 earnings -- though it rebounded to a 12% loss by the close of trading. The negativity persisted into the next day, raising the question of whether Wall Street is correct in its pessimism or if investor sentiment is showing an exaggerated reaction to the results.</p><p><blockquote>百思买发布第三季度财报当天股价暴跌近 16%，但在收盘时股价反弹至 12% 的跌幅。这种负面情绪持续到第二天，引发了一个问题：华尔街的悲观情绪是否正确，或者投资者情绪是否对结果表现出了夸大的反应。</blockquote></p><p> Neither Best Buy's slightly weak performance nor its shoplifting problem seem sufficient on their own to explain such a sharp plunge. What appears likely is that the two factors together startled investors into a sell-off, which then fed on itself. The theft, while it may continue or even increase in the face of an ineffective government response, still only moved margins downward a few basis points.</p><p><blockquote>百思买略显疲软的业绩和入店行窃问题本身似乎都不足以解释如此大幅的暴跌。看起来可能的是，这两个因素共同让投资者措手不及，导致抛售，然后自食其力。尽管在政府应对无效的情况下，盗窃行为可能会持续甚至增加，但仍然只使利润率下降了几个基点。</blockquote></p><p> Revenue shows reasonable growth and earnings increased strongly over the past two years. At this point, Best Buy still looks like a decently, though not outstandingly, positiveretail stockthat could be worthwhile to consider.</p><p><blockquote>过去两年，收入呈现合理增长，盈利强劲增长。在这一点上，百思买看起来仍然是一只值得考虑的体面的、尽管并不出色的积极零售股票。</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 Best Buy Crash an Overreaction to the Retail \"Crime Wave\"?<blockquote>百思买崩盘是对零售“犯罪浪潮”的过度反应吗？</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 Best Buy Crash an Overreaction to the Retail \"Crime Wave\"?<blockquote>百思买崩盘是对零售“犯罪浪潮”的过度反应吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-28 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electronics retailer&nbsp;<a href=\"https://laohu8.com/S/BBY\"><b>Best Buy</b></a>&nbsp;got slammed in the stock market after release of its third-quarter earnings report on Nov. 23 that revealed some potentially alarming trends. Up until then, the company had enjoyed a nice bull run with its stock climbing some 40% for the year. However, with organized crime actually significant enough to reduce margins and with the company leaving its guidancelargely unchanged, the stock plunged in response.</p><p><blockquote>电子产品零售商<a href=\"https://laohu8.com/S/BBY\"><b>百思买</b></a>11 月 23 日发布第三季度收益报告后，该公司在股市遭受重创，该报告揭示了一些潜在的令人担忧的趋势。在此之前，该公司一直享受着良好的牛市行情，其股价今年上涨了约 40%。然而，由于有组织犯罪实际上严重到足以降低利润率，并且该公司保持其指引基本不变，该股因此暴跌。</blockquote></p><p> Here's why the market may be overreacting, but also why caution is probably wise.</p><p><blockquote>这就是为什么市场可能反应过度，但也是为什么谨慎可能是明智的。</blockquote></p><p> A retail theft wave continues</p><p><blockquote>零售盗窃浪潮仍在继续</blockquote></p><p> In the first half of September, grocery and pharmacy chain&nbsp;<b>Kroger</b>(NYSE:KR)&nbsp;revealed that a considerable amount ofmerchandise was walking out the doorof many locations without visiting the checkout lane first. Theft (known as \"shrinkage\") had reduced Kroger's margin, according to CEO Rodney McMullen, accounting for 15 out of a 60-basis-point gross margin drop. DuringKroger's Q2 earnings call,&nbsp;McMullen remarked on how the shrinkage was \"heavily driven by organized crime or at least appears to be.\"</p><p><blockquote>9月上半月，杂货和药店连锁<b>克罗格</b>（纽约证券交易所股票代码：KR）透露，相当多的商品在没有先去收银台的情况下就走出了许多地点的大门。首席执行官罗德尼·麦克马伦 (Rodney McMullen) 表示，盗窃（称为“缩水”）降低了克罗格的利润率，占毛利率下降 60 个基点中的 15%。在克罗格第二季度财报看涨期权上，麦克马伦评论了业绩萎缩是如何“在很大程度上受到有组织犯罪的推动，或者至少看起来是这样”的。</blockquote></p><p> \"Organized crime\" in this case refers to loosely associated groups or \"flash mobs\" of thieves. Kroger's geographic mix may be boosting the theft rate with California accounting for almost 10% of its stores. That state's new policy, reducing thefts under $950 to a misdemeanor, means police often don't bother investigating. So the Golden State now has two of the five top U.S. cities for retail theft.</p><p><blockquote>本案中的“有组织犯罪”是指松散联系的团体或小偷的“快闪族”。克罗格的地理组合可能会提高盗窃率，加利福尼亚州占其商店的近 10%。该州的新政策将950美元以下的盗窃降低为轻罪，这意味着警方通常懒得调查。因此，金州现在拥有美国五大零售盗窃城市中的两个。</blockquote></p><p> Now, the same trend is gnawing away at Best Buy's margins. In a CNBC interview, CEO Corie Barry said groups of thieves are \"targeting stores, and going in and grabbing large swaths of merchandise and running out.\" In addition to reducing margins, Barry pointed out that \"for our employees, these are traumatic experiences, and they're happening more and more.\"</p><p><blockquote>现在，同样的趋势正在蚕食百思买的利润率。首席执行官科里·巴里 (Corie Barry) 在接受 CNBC 采访时表示，一群窃贼“以商店为目标，进去抢走大片商品，然后跑出去”。除了利润率下降之外，巴里还指出，“对于我们的员工来说，这些都是创伤性经历，而且这种情况越来越频繁地发生。”</blockquote></p><p> Calling the rise of open pilfering \"a horrible change in the trajectory of the business,\" she said the crime wave is affecting worker retention, possibly causing frightened employees to quit while there's already a labor shortage.</p><p><blockquote>她称公开盗窃的增加是“商业轨迹的可怕变化”，并表示犯罪浪潮正在影响员工的保留，可能会导致受惊的员工在劳动力短缺的情况下辞职。</blockquote></p><p> Barry also identified California as a theft epicenter, but said major cities elsewhere are also seeing the same trend. The Q3 earnings report itself indicates a total margin drop of 60 basis points year over year, from 24% to 23.4%, as a result. Promotions and other factors also contributed to the slump.</p><p><blockquote>巴里还指出加州是盗窃中心，但他说其他地方的主要城市也出现了同样的趋势。第三季度收益报告本身显示，毛利率同比下降 60 个基点，从 24% 降至 23.4%。促销和其他因素也导致了低迷。</blockquote></p><p> Less than stellar year-over-year gains</p><p><blockquote>不如出色的同比涨幅</blockquote></p><p> Best Buy's Q3 saw its main financial metrics improve over last year's results, but only narrowly. Revenue climbed a meager 0.48% year over year while domestic comparable sales, or comps, rose just 2%. Earnings per share (EPS) gained just 1%. The company's full-year guidance only increased slightly while several metrics remained flat compared to previous forecasts.</p><p><blockquote>百思买第三季度的主要财务指标较去年有所改善，但幅度较小。收入同比仅增长 0.48%，而国内可比销售额（comps）仅增长 2%。每股收益 (EPS) 仅增长 1%。该公司的全年指引仅略有增加，而与之前的预测相比，几个指标保持不变。</blockquote></p><p> However, zooming out to a two-year comparison reveals a more upbeat growth trajectory. Q3's $11.9 billion in revenue jumped more than 22% from two years ago while adjusted EPS vaulted 84% to $2.08. No doubt, last year's results were distorted by COVID-19. Just as some companies saw sales deflate because of lockdowns, so Best Buy clearly gained as people sat at home and bought extra electronics to support their work and leisure activities. But longer-term, Best Buy still appears to be operating robustly.</p><p><blockquote>然而，放大到两年的比较，会发现增长轨迹更加乐观。第三季度 119 亿美元的收入比两年前增长了 22% 以上，调整后每股收益猛增 84% 至 2.08 美元。毫无疑问，去年的结果被新冠肺炎扭曲了。正如一些公司因封锁而销售额萎缩一样，随着人们坐在家里购买额外的电子产品来支持他们的工作和休闲活动，百思买显然受益。但从长远来看，百思买似乎仍然运营强劲。</blockquote></p><p> Did the market overreact to Best Buy's report?</p><p><blockquote>市场是否对百思买的报告反应过度？</blockquote></p><p> Best Buy's share price plunged nearly 16% on the day it released its Q3 earnings -- though it rebounded to a 12% loss by the close of trading. The negativity persisted into the next day, raising the question of whether Wall Street is correct in its pessimism or if investor sentiment is showing an exaggerated reaction to the results.</p><p><blockquote>百思买发布第三季度财报当天股价暴跌近 16%，但在收盘时股价反弹至 12% 的跌幅。这种负面情绪持续到第二天，引发了一个问题：华尔街的悲观情绪是否正确，或者投资者情绪是否对结果表现出了夸大的反应。</blockquote></p><p> Neither Best Buy's slightly weak performance nor its shoplifting problem seem sufficient on their own to explain such a sharp plunge. What appears likely is that the two factors together startled investors into a sell-off, which then fed on itself. The theft, while it may continue or even increase in the face of an ineffective government response, still only moved margins downward a few basis points.</p><p><blockquote>百思买略显疲软的业绩和入店行窃问题本身似乎都不足以解释如此大幅的暴跌。看起来可能的是，这两个因素共同让投资者措手不及，导致抛售，然后自食其力。尽管在政府应对无效的情况下，盗窃行为可能会持续甚至增加，但仍然只使利润率下降了几个基点。</blockquote></p><p> Revenue shows reasonable growth and earnings increased strongly over the past two years. At this point, Best Buy still looks like a decently, though not outstandingly, positiveretail stockthat could be worthwhile to consider.</p><p><blockquote>过去两年，收入呈现合理增长，盈利强劲增长。在这一点上，百思买看起来仍然是一只值得考虑的体面的、尽管并不出色的积极零售股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/27/is-the-best-buy-crash-an-overreaction-to-the-retai/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBY":"百思买"},"source_url":"https://www.fool.com/investing/2021/11/27/is-the-best-buy-crash-an-overreaction-to-the-retai/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169926344","content_text":"Electronics retailer Best Buy got slammed in the stock market after release of its third-quarter earnings report on Nov. 23 that revealed some potentially alarming trends. Up until then, the company had enjoyed a nice bull run with its stock climbing some 40% for the year. However, with organized crime actually significant enough to reduce margins and with the company leaving its guidancelargely unchanged, the stock plunged in response.\nHere's why the market may be overreacting, but also why caution is probably wise.\nA retail theft wave continues\nIn the first half of September, grocery and pharmacy chain Kroger(NYSE:KR) revealed that a considerable amount ofmerchandise was walking out the doorof many locations without visiting the checkout lane first. Theft (known as \"shrinkage\") had reduced Kroger's margin, according to CEO Rodney McMullen, accounting for 15 out of a 60-basis-point gross margin drop. DuringKroger's Q2 earnings call, McMullen remarked on how the shrinkage was \"heavily driven by organized crime or at least appears to be.\"\n\"Organized crime\" in this case refers to loosely associated groups or \"flash mobs\" of thieves. Kroger's geographic mix may be boosting the theft rate with California accounting for almost 10% of its stores. That state's new policy, reducing thefts under $950 to a misdemeanor, means police often don't bother investigating. So the Golden State now has two of the five top U.S. cities for retail theft.\nNow, the same trend is gnawing away at Best Buy's margins. In a CNBC interview, CEO Corie Barry said groups of thieves are \"targeting stores, and going in and grabbing large swaths of merchandise and running out.\" In addition to reducing margins, Barry pointed out that \"for our employees, these are traumatic experiences, and they're happening more and more.\"\nCalling the rise of open pilfering \"a horrible change in the trajectory of the business,\" she said the crime wave is affecting worker retention, possibly causing frightened employees to quit while there's already a labor shortage.\nBarry also identified California as a theft epicenter, but said major cities elsewhere are also seeing the same trend. The Q3 earnings report itself indicates a total margin drop of 60 basis points year over year, from 24% to 23.4%, as a result. Promotions and other factors also contributed to the slump.\nLess than stellar year-over-year gains\nBest Buy's Q3 saw its main financial metrics improve over last year's results, but only narrowly. Revenue climbed a meager 0.48% year over year while domestic comparable sales, or comps, rose just 2%. Earnings per share (EPS) gained just 1%. The company's full-year guidance only increased slightly while several metrics remained flat compared to previous forecasts.\nHowever, zooming out to a two-year comparison reveals a more upbeat growth trajectory. Q3's $11.9 billion in revenue jumped more than 22% from two years ago while adjusted EPS vaulted 84% to $2.08. No doubt, last year's results were distorted by COVID-19. Just as some companies saw sales deflate because of lockdowns, so Best Buy clearly gained as people sat at home and bought extra electronics to support their work and leisure activities. But longer-term, Best Buy still appears to be operating robustly.\nDid the market overreact to Best Buy's report?\nBest Buy's share price plunged nearly 16% on the day it released its Q3 earnings -- though it rebounded to a 12% loss by the close of trading. The negativity persisted into the next day, raising the question of whether Wall Street is correct in its pessimism or if investor sentiment is showing an exaggerated reaction to the results.\nNeither Best Buy's slightly weak performance nor its shoplifting problem seem sufficient on their own to explain such a sharp plunge. What appears likely is that the two factors together startled investors into a sell-off, which then fed on itself. The theft, while it may continue or even increase in the face of an ineffective government response, still only moved margins downward a few basis points.\nRevenue shows reasonable growth and earnings increased strongly over the past two years. At this point, Best Buy still looks like a decently, though not outstandingly, positiveretail stockthat could be worthwhile to consider.","news_type":1,"symbols_score_info":{"BBY":0.9}},"isVote":1,"tweetType":1,"viewCount":4189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600891323,"gmtCreate":1638112559925,"gmtModify":1638112560060,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600891323","repostId":"1169926344","repostType":4,"repost":{"id":"1169926344","kind":"news","pubTimestamp":1638067822,"share":"https://www.laohunote.com/m/news/1169926344?lang=zh_CN&edition=full","pubTime":"2021-11-28 10:50","market":"us","language":"en","title":"Is the Best Buy Crash an Overreaction to the Retail \"Crime Wave\"?<blockquote>百思买崩盘是对零售“犯罪浪潮”的过度反应吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169926344","media":"Motley Fool","summary":"Electronics retailer Best Buy got slammed in the stock market after release of its third-quarter ear","content":"<p>Electronics retailer&nbsp;<a href=\"https://laohu8.com/S/BBY\"><b>Best Buy</b></a>&nbsp;got slammed in the stock market after release of its third-quarter earnings report on Nov. 23 that revealed some potentially alarming trends. Up until then, the company had enjoyed a nice bull run with its stock climbing some 40% for the year. However, with organized crime actually significant enough to reduce margins and with the company leaving its guidancelargely unchanged, the stock plunged in response.</p><p><blockquote>电子产品零售商<a href=\"https://laohu8.com/S/BBY\"><b>百思买</b></a>11 月 23 日发布第三季度收益报告后，该公司在股市遭受重创，该报告揭示了一些潜在的令人担忧的趋势。在此之前，该公司一直享受着良好的牛市行情，其股价今年上涨了约 40%。然而，由于有组织犯罪实际上严重到足以降低利润率，并且该公司保持其指引基本不变，该股因此暴跌。</blockquote></p><p> Here's why the market may be overreacting, but also why caution is probably wise.</p><p><blockquote>这就是为什么市场可能反应过度，但也是为什么谨慎可能是明智的。</blockquote></p><p> A retail theft wave continues</p><p><blockquote>零售盗窃浪潮仍在继续</blockquote></p><p> In the first half of September, grocery and pharmacy chain&nbsp;<b>Kroger</b>(NYSE:KR)&nbsp;revealed that a considerable amount ofmerchandise was walking out the doorof many locations without visiting the checkout lane first. Theft (known as \"shrinkage\") had reduced Kroger's margin, according to CEO Rodney McMullen, accounting for 15 out of a 60-basis-point gross margin drop. DuringKroger's Q2 earnings call,&nbsp;McMullen remarked on how the shrinkage was \"heavily driven by organized crime or at least appears to be.\"</p><p><blockquote>9月上半月，杂货和药店连锁<b>克罗格</b>（纽约证券交易所股票代码：KR）透露，相当多的商品在没有先去收银台的情况下就走出了许多地点的大门。首席执行官罗德尼·麦克马伦 (Rodney McMullen) 表示，盗窃（称为“缩水”）降低了克罗格的利润率，占毛利率下降 60 个基点中的 15%。在克罗格第二季度财报看涨期权上，麦克马伦评论了业绩萎缩是如何“在很大程度上受到有组织犯罪的推动，或者至少看起来是这样”的。</blockquote></p><p> \"Organized crime\" in this case refers to loosely associated groups or \"flash mobs\" of thieves. Kroger's geographic mix may be boosting the theft rate with California accounting for almost 10% of its stores. That state's new policy, reducing thefts under $950 to a misdemeanor, means police often don't bother investigating. So the Golden State now has two of the five top U.S. cities for retail theft.</p><p><blockquote>本案中的“有组织犯罪”是指松散联系的团体或小偷的“快闪族”。克罗格的地理组合可能会提高盗窃率，加利福尼亚州占其商店的近 10%。该州的新政策将950美元以下的盗窃降低为轻罪，这意味着警方通常懒得调查。因此，金州现在拥有美国五大零售盗窃城市中的两个。</blockquote></p><p> Now, the same trend is gnawing away at Best Buy's margins. In a CNBC interview, CEO Corie Barry said groups of thieves are \"targeting stores, and going in and grabbing large swaths of merchandise and running out.\" In addition to reducing margins, Barry pointed out that \"for our employees, these are traumatic experiences, and they're happening more and more.\"</p><p><blockquote>现在，同样的趋势正在蚕食百思买的利润率。首席执行官科里·巴里 (Corie Barry) 在接受 CNBC 采访时表示，一群窃贼“以商店为目标，进去抢走大片商品，然后跑出去”。除了利润率下降之外，巴里还指出，“对于我们的员工来说，这些都是创伤性经历，而且这种情况越来越频繁地发生。”</blockquote></p><p> Calling the rise of open pilfering \"a horrible change in the trajectory of the business,\" she said the crime wave is affecting worker retention, possibly causing frightened employees to quit while there's already a labor shortage.</p><p><blockquote>她称公开盗窃的增加是“商业轨迹的可怕变化”，并表示犯罪浪潮正在影响员工的保留，可能会导致受惊的员工在劳动力短缺的情况下辞职。</blockquote></p><p> Barry also identified California as a theft epicenter, but said major cities elsewhere are also seeing the same trend. The Q3 earnings report itself indicates a total margin drop of 60 basis points year over year, from 24% to 23.4%, as a result. Promotions and other factors also contributed to the slump.</p><p><blockquote>巴里还指出加州是盗窃中心，但他说其他地方的主要城市也出现了同样的趋势。第三季度收益报告本身显示，毛利率同比下降 60 个基点，从 24% 降至 23.4%。促销和其他因素也导致了低迷。</blockquote></p><p> Less than stellar year-over-year gains</p><p><blockquote>不如出色的同比涨幅</blockquote></p><p> Best Buy's Q3 saw its main financial metrics improve over last year's results, but only narrowly. Revenue climbed a meager 0.48% year over year while domestic comparable sales, or comps, rose just 2%. Earnings per share (EPS) gained just 1%. The company's full-year guidance only increased slightly while several metrics remained flat compared to previous forecasts.</p><p><blockquote>百思买第三季度的主要财务指标较去年有所改善，但幅度较小。收入同比仅增长 0.48%，而国内可比销售额（comps）仅增长 2%。每股收益 (EPS) 仅增长 1%。该公司的全年指引仅略有增加，而与之前的预测相比，几个指标保持不变。</blockquote></p><p> However, zooming out to a two-year comparison reveals a more upbeat growth trajectory. Q3's $11.9 billion in revenue jumped more than 22% from two years ago while adjusted EPS vaulted 84% to $2.08. No doubt, last year's results were distorted by COVID-19. Just as some companies saw sales deflate because of lockdowns, so Best Buy clearly gained as people sat at home and bought extra electronics to support their work and leisure activities. But longer-term, Best Buy still appears to be operating robustly.</p><p><blockquote>然而，放大到两年的比较，会发现增长轨迹更加乐观。第三季度 119 亿美元的收入比两年前增长了 22% 以上，调整后每股收益猛增 84% 至 2.08 美元。毫无疑问，去年的结果被新冠肺炎扭曲了。正如一些公司因封锁而销售额萎缩一样，随着人们坐在家里购买额外的电子产品来支持他们的工作和休闲活动，百思买显然受益。但从长远来看，百思买似乎仍然运营强劲。</blockquote></p><p> Did the market overreact to Best Buy's report?</p><p><blockquote>市场是否对百思买的报告反应过度？</blockquote></p><p> Best Buy's share price plunged nearly 16% on the day it released its Q3 earnings -- though it rebounded to a 12% loss by the close of trading. The negativity persisted into the next day, raising the question of whether Wall Street is correct in its pessimism or if investor sentiment is showing an exaggerated reaction to the results.</p><p><blockquote>百思买发布第三季度财报当天股价暴跌近 16%，但在收盘时股价反弹至 12% 的跌幅。这种负面情绪持续到第二天，引发了一个问题：华尔街的悲观情绪是否正确，或者投资者情绪是否对结果表现出了夸大的反应。</blockquote></p><p> Neither Best Buy's slightly weak performance nor its shoplifting problem seem sufficient on their own to explain such a sharp plunge. What appears likely is that the two factors together startled investors into a sell-off, which then fed on itself. The theft, while it may continue or even increase in the face of an ineffective government response, still only moved margins downward a few basis points.</p><p><blockquote>百思买略显疲软的业绩和入店行窃问题本身似乎都不足以解释如此大幅的暴跌。看起来可能的是，这两个因素共同让投资者措手不及，导致抛售，然后自食其力。尽管在政府应对无效的情况下，盗窃行为可能会持续甚至增加，但仍然只使利润率下降了几个基点。</blockquote></p><p> Revenue shows reasonable growth and earnings increased strongly over the past two years. At this point, Best Buy still looks like a decently, though not outstandingly, positiveretail stockthat could be worthwhile to consider.</p><p><blockquote>过去两年，收入呈现合理增长，盈利强劲增长。在这一点上，百思买看起来仍然是一只值得考虑的体面的、尽管并不出色的积极零售股票。</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 Best Buy Crash an Overreaction to the Retail \"Crime Wave\"?<blockquote>百思买崩盘是对零售“犯罪浪潮”的过度反应吗？</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 Best Buy Crash an Overreaction to the Retail \"Crime Wave\"?<blockquote>百思买崩盘是对零售“犯罪浪潮”的过度反应吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-28 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electronics retailer&nbsp;<a href=\"https://laohu8.com/S/BBY\"><b>Best Buy</b></a>&nbsp;got slammed in the stock market after release of its third-quarter earnings report on Nov. 23 that revealed some potentially alarming trends. Up until then, the company had enjoyed a nice bull run with its stock climbing some 40% for the year. However, with organized crime actually significant enough to reduce margins and with the company leaving its guidancelargely unchanged, the stock plunged in response.</p><p><blockquote>电子产品零售商<a href=\"https://laohu8.com/S/BBY\"><b>百思买</b></a>11 月 23 日发布第三季度收益报告后，该公司在股市遭受重创，该报告揭示了一些潜在的令人担忧的趋势。在此之前，该公司一直享受着良好的牛市行情，其股价今年上涨了约 40%。然而，由于有组织犯罪实际上严重到足以降低利润率，并且该公司保持其指引基本不变，该股因此暴跌。</blockquote></p><p> Here's why the market may be overreacting, but also why caution is probably wise.</p><p><blockquote>这就是为什么市场可能反应过度，但也是为什么谨慎可能是明智的。</blockquote></p><p> A retail theft wave continues</p><p><blockquote>零售盗窃浪潮仍在继续</blockquote></p><p> In the first half of September, grocery and pharmacy chain&nbsp;<b>Kroger</b>(NYSE:KR)&nbsp;revealed that a considerable amount ofmerchandise was walking out the doorof many locations without visiting the checkout lane first. Theft (known as \"shrinkage\") had reduced Kroger's margin, according to CEO Rodney McMullen, accounting for 15 out of a 60-basis-point gross margin drop. DuringKroger's Q2 earnings call,&nbsp;McMullen remarked on how the shrinkage was \"heavily driven by organized crime or at least appears to be.\"</p><p><blockquote>9月上半月，杂货和药店连锁<b>克罗格</b>（纽约证券交易所股票代码：KR）透露，相当多的商品在没有先去收银台的情况下就走出了许多地点的大门。首席执行官罗德尼·麦克马伦 (Rodney McMullen) 表示，盗窃（称为“缩水”）降低了克罗格的利润率，占毛利率下降 60 个基点中的 15%。在克罗格第二季度财报看涨期权上，麦克马伦评论了业绩萎缩是如何“在很大程度上受到有组织犯罪的推动，或者至少看起来是这样”的。</blockquote></p><p> \"Organized crime\" in this case refers to loosely associated groups or \"flash mobs\" of thieves. Kroger's geographic mix may be boosting the theft rate with California accounting for almost 10% of its stores. That state's new policy, reducing thefts under $950 to a misdemeanor, means police often don't bother investigating. So the Golden State now has two of the five top U.S. cities for retail theft.</p><p><blockquote>本案中的“有组织犯罪”是指松散联系的团体或小偷的“快闪族”。克罗格的地理组合可能会提高盗窃率，加利福尼亚州占其商店的近 10%。该州的新政策将950美元以下的盗窃降低为轻罪，这意味着警方通常懒得调查。因此，金州现在拥有美国五大零售盗窃城市中的两个。</blockquote></p><p> Now, the same trend is gnawing away at Best Buy's margins. In a CNBC interview, CEO Corie Barry said groups of thieves are \"targeting stores, and going in and grabbing large swaths of merchandise and running out.\" In addition to reducing margins, Barry pointed out that \"for our employees, these are traumatic experiences, and they're happening more and more.\"</p><p><blockquote>现在，同样的趋势正在蚕食百思买的利润率。首席执行官科里·巴里 (Corie Barry) 在接受 CNBC 采访时表示，一群窃贼“以商店为目标，进去抢走大片商品，然后跑出去”。除了利润率下降之外，巴里还指出，“对于我们的员工来说，这些都是创伤性经历，而且这种情况越来越频繁地发生。”</blockquote></p><p> Calling the rise of open pilfering \"a horrible change in the trajectory of the business,\" she said the crime wave is affecting worker retention, possibly causing frightened employees to quit while there's already a labor shortage.</p><p><blockquote>她称公开盗窃的增加是“商业轨迹的可怕变化”，并表示犯罪浪潮正在影响员工的保留，可能会导致受惊的员工在劳动力短缺的情况下辞职。</blockquote></p><p> Barry also identified California as a theft epicenter, but said major cities elsewhere are also seeing the same trend. The Q3 earnings report itself indicates a total margin drop of 60 basis points year over year, from 24% to 23.4%, as a result. Promotions and other factors also contributed to the slump.</p><p><blockquote>巴里还指出加州是盗窃中心，但他说其他地方的主要城市也出现了同样的趋势。第三季度收益报告本身显示，毛利率同比下降 60 个基点，从 24% 降至 23.4%。促销和其他因素也导致了低迷。</blockquote></p><p> Less than stellar year-over-year gains</p><p><blockquote>不如出色的同比涨幅</blockquote></p><p> Best Buy's Q3 saw its main financial metrics improve over last year's results, but only narrowly. Revenue climbed a meager 0.48% year over year while domestic comparable sales, or comps, rose just 2%. Earnings per share (EPS) gained just 1%. The company's full-year guidance only increased slightly while several metrics remained flat compared to previous forecasts.</p><p><blockquote>百思买第三季度的主要财务指标较去年有所改善，但幅度较小。收入同比仅增长 0.48%，而国内可比销售额（comps）仅增长 2%。每股收益 (EPS) 仅增长 1%。该公司的全年指引仅略有增加，而与之前的预测相比，几个指标保持不变。</blockquote></p><p> However, zooming out to a two-year comparison reveals a more upbeat growth trajectory. Q3's $11.9 billion in revenue jumped more than 22% from two years ago while adjusted EPS vaulted 84% to $2.08. No doubt, last year's results were distorted by COVID-19. Just as some companies saw sales deflate because of lockdowns, so Best Buy clearly gained as people sat at home and bought extra electronics to support their work and leisure activities. But longer-term, Best Buy still appears to be operating robustly.</p><p><blockquote>然而，放大到两年的比较，会发现增长轨迹更加乐观。第三季度 119 亿美元的收入比两年前增长了 22% 以上，调整后每股收益猛增 84% 至 2.08 美元。毫无疑问，去年的结果被新冠肺炎扭曲了。正如一些公司因封锁而销售额萎缩一样，随着人们坐在家里购买额外的电子产品来支持他们的工作和休闲活动，百思买显然受益。但从长远来看，百思买似乎仍然运营强劲。</blockquote></p><p> Did the market overreact to Best Buy's report?</p><p><blockquote>市场是否对百思买的报告反应过度？</blockquote></p><p> Best Buy's share price plunged nearly 16% on the day it released its Q3 earnings -- though it rebounded to a 12% loss by the close of trading. The negativity persisted into the next day, raising the question of whether Wall Street is correct in its pessimism or if investor sentiment is showing an exaggerated reaction to the results.</p><p><blockquote>百思买发布第三季度财报当天股价暴跌近 16%，但在收盘时股价反弹至 12% 的跌幅。这种负面情绪持续到第二天，引发了一个问题：华尔街的悲观情绪是否正确，或者投资者情绪是否对结果表现出了夸大的反应。</blockquote></p><p> Neither Best Buy's slightly weak performance nor its shoplifting problem seem sufficient on their own to explain such a sharp plunge. What appears likely is that the two factors together startled investors into a sell-off, which then fed on itself. The theft, while it may continue or even increase in the face of an ineffective government response, still only moved margins downward a few basis points.</p><p><blockquote>百思买略显疲软的业绩和入店行窃问题本身似乎都不足以解释如此大幅的暴跌。看起来可能的是，这两个因素共同让投资者措手不及，导致抛售，然后自食其力。尽管在政府应对无效的情况下，盗窃行为可能会持续甚至增加，但仍然只使利润率下降了几个基点。</blockquote></p><p> Revenue shows reasonable growth and earnings increased strongly over the past two years. At this point, Best Buy still looks like a decently, though not outstandingly, positiveretail stockthat could be worthwhile to consider.</p><p><blockquote>过去两年，收入呈现合理增长，盈利强劲增长。在这一点上，百思买看起来仍然是一只值得考虑的体面的、尽管并不出色的积极零售股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/27/is-the-best-buy-crash-an-overreaction-to-the-retai/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBY":"百思买"},"source_url":"https://www.fool.com/investing/2021/11/27/is-the-best-buy-crash-an-overreaction-to-the-retai/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169926344","content_text":"Electronics retailer Best Buy got slammed in the stock market after release of its third-quarter earnings report on Nov. 23 that revealed some potentially alarming trends. Up until then, the company had enjoyed a nice bull run with its stock climbing some 40% for the year. However, with organized crime actually significant enough to reduce margins and with the company leaving its guidancelargely unchanged, the stock plunged in response.\nHere's why the market may be overreacting, but also why caution is probably wise.\nA retail theft wave continues\nIn the first half of September, grocery and pharmacy chain Kroger(NYSE:KR) revealed that a considerable amount ofmerchandise was walking out the doorof many locations without visiting the checkout lane first. Theft (known as \"shrinkage\") had reduced Kroger's margin, according to CEO Rodney McMullen, accounting for 15 out of a 60-basis-point gross margin drop. DuringKroger's Q2 earnings call, McMullen remarked on how the shrinkage was \"heavily driven by organized crime or at least appears to be.\"\n\"Organized crime\" in this case refers to loosely associated groups or \"flash mobs\" of thieves. Kroger's geographic mix may be boosting the theft rate with California accounting for almost 10% of its stores. That state's new policy, reducing thefts under $950 to a misdemeanor, means police often don't bother investigating. So the Golden State now has two of the five top U.S. cities for retail theft.\nNow, the same trend is gnawing away at Best Buy's margins. In a CNBC interview, CEO Corie Barry said groups of thieves are \"targeting stores, and going in and grabbing large swaths of merchandise and running out.\" In addition to reducing margins, Barry pointed out that \"for our employees, these are traumatic experiences, and they're happening more and more.\"\nCalling the rise of open pilfering \"a horrible change in the trajectory of the business,\" she said the crime wave is affecting worker retention, possibly causing frightened employees to quit while there's already a labor shortage.\nBarry also identified California as a theft epicenter, but said major cities elsewhere are also seeing the same trend. The Q3 earnings report itself indicates a total margin drop of 60 basis points year over year, from 24% to 23.4%, as a result. Promotions and other factors also contributed to the slump.\nLess than stellar year-over-year gains\nBest Buy's Q3 saw its main financial metrics improve over last year's results, but only narrowly. Revenue climbed a meager 0.48% year over year while domestic comparable sales, or comps, rose just 2%. Earnings per share (EPS) gained just 1%. The company's full-year guidance only increased slightly while several metrics remained flat compared to previous forecasts.\nHowever, zooming out to a two-year comparison reveals a more upbeat growth trajectory. Q3's $11.9 billion in revenue jumped more than 22% from two years ago while adjusted EPS vaulted 84% to $2.08. No doubt, last year's results were distorted by COVID-19. Just as some companies saw sales deflate because of lockdowns, so Best Buy clearly gained as people sat at home and bought extra electronics to support their work and leisure activities. But longer-term, Best Buy still appears to be operating robustly.\nDid the market overreact to Best Buy's report?\nBest Buy's share price plunged nearly 16% on the day it released its Q3 earnings -- though it rebounded to a 12% loss by the close of trading. The negativity persisted into the next day, raising the question of whether Wall Street is correct in its pessimism or if investor sentiment is showing an exaggerated reaction to the results.\nNeither Best Buy's slightly weak performance nor its shoplifting problem seem sufficient on their own to explain such a sharp plunge. What appears likely is that the two factors together startled investors into a sell-off, which then fed on itself. The theft, while it may continue or even increase in the face of an ineffective government response, still only moved margins downward a few basis points.\nRevenue shows reasonable growth and earnings increased strongly over the past two years. At this point, Best Buy still looks like a decently, though not outstandingly, positiveretail stockthat could be worthwhile to consider.","news_type":1,"symbols_score_info":{"BBY":0.9}},"isVote":1,"tweetType":1,"viewCount":3817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874030338,"gmtCreate":1637710257476,"gmtModify":1637710257575,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/874030338","repostId":"2185336565","repostType":4,"isVote":1,"tweetType":1,"viewCount":5083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875142972,"gmtCreate":1637628150799,"gmtModify":1637628150895,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875142972","repostId":"2185806265","repostType":4,"isVote":1,"tweetType":1,"viewCount":3887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872285671,"gmtCreate":1637538869794,"gmtModify":1637538869943,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/872285671","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohunote.com/m/news/1153786917?lang=zh_CN&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?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":{"DELL":"戴尔",".IXIC":"NASDAQ Composite","ZM":"Zoom",".SPX":"S&P 500 Index","BBY":"百思买","DE":"迪尔股份有限公司",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{"DELL":0.9,"BBY":0.9,".SPX":0.9,".DJI":0.9,"ZM":0.9,"DE":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872971090,"gmtCreate":1637409003090,"gmtModify":1637409003210,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872971090","repostId":"1142877226","repostType":4,"repost":{"id":"1142877226","kind":"news","pubTimestamp":1637383645,"share":"https://www.laohunote.com/m/news/1142877226?lang=zh_CN&edition=full","pubTime":"2021-11-20 12:47","market":"us","language":"en","title":"SoFi Technologies notifies warrant holders of $22.38 redemption fair market value<blockquote>SoFi Technologies 通知认股权证持有人赎回公平市值 22.38 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142877226","media":"Seeking Alpha","summary":"Related to its previously announced redemption of outstanding warrants, SoFi Technologies  reports t","content":"<p>Related to its previously announced redemption of outstanding warrants, <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies </a> reports the redemption fair market value of $22.38.</p><p><blockquote>与其此前宣布赎回未偿还的认股权证有关，<a href=\"https://laohu8.com/S/SOFI\">SoFi技术</a>报告赎回公平市场价值为 22.38 美元。</blockquote></p><p> That value is used to determine the number of shares of common stock that will be issued on a \"cashless\" exercise of a warrant.</p><p><blockquote>该值用于确定“无现金”行使认股权证时将发行的普通股数量。</blockquote></p><p> As a result, holders who exercise their warrants on a \"cashless basis\" will be entitled to receive 0.361 share of SoFi (SOFI) common stock per warrant.</p><p><blockquote>因此，以“无现金”方式行使认股权证的持有人将有权获得每份认股权证 0.361 股 SoFi (SOFI) 普通股。</blockquote></p><p> Any warrants that remain unexercised after 5:00 PM New York City time on Dec. 6, 2021 will be void and no longer exercisable, and the holder of those warrants will be entitled to receive only the redemption price of $0.10 per warrant.</p><p><blockquote>2021年12月6日纽约市时间下午5:00之后仍未行使的任何认股权证将无效，不再可行使，这些认股权证的持有人将有权获得每份认股权证0.10美元的赎回价格。</blockquote></p><p> The warrants were issued as part of units sold in the company's initial public offering. SoFi (SOFI) became a publicly traded company when it combined with Chamath Palihapitiya's Social Capital Hedosophia Holdings V SPAC on June 1.</p><p><blockquote>认股权证是作为公司首次公开募股中出售的单位的一部分发行的。SoFi (SOFI) 于 6 月 1 日与 Chamath Palihapitiya 的社会资本 Hedosophia Holdings V SPAC 合并，成为一家上市公司。</blockquote></p><p></p>","source":"lsy1617334820801","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>SoFi Technologies notifies warrant holders of $22.38 redemption fair market value<blockquote>SoFi Technologies 通知认股权证持有人赎回公平市值 22.38 美元</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\">\nSoFi Technologies notifies warrant holders of $22.38 redemption fair market value<blockquote>SoFi Technologies 通知认股权证持有人赎回公平市值 22.38 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-20 12:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Related to its previously announced redemption of outstanding warrants, <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies </a> reports the redemption fair market value of $22.38.</p><p><blockquote>与其此前宣布赎回未偿还的认股权证有关，<a href=\"https://laohu8.com/S/SOFI\">SoFi技术</a>报告赎回公平市场价值为 22.38 美元。</blockquote></p><p> That value is used to determine the number of shares of common stock that will be issued on a \"cashless\" exercise of a warrant.</p><p><blockquote>该值用于确定“无现金”行使认股权证时将发行的普通股数量。</blockquote></p><p> As a result, holders who exercise their warrants on a \"cashless basis\" will be entitled to receive 0.361 share of SoFi (SOFI) common stock per warrant.</p><p><blockquote>因此，以“无现金”方式行使认股权证的持有人将有权获得每份认股权证 0.361 股 SoFi (SOFI) 普通股。</blockquote></p><p> Any warrants that remain unexercised after 5:00 PM New York City time on Dec. 6, 2021 will be void and no longer exercisable, and the holder of those warrants will be entitled to receive only the redemption price of $0.10 per warrant.</p><p><blockquote>2021年12月6日纽约市时间下午5:00之后仍未行使的任何认股权证将无效，不再可行使，这些认股权证的持有人将有权获得每份认股权证0.10美元的赎回价格。</blockquote></p><p> The warrants were issued as part of units sold in the company's initial public offering. SoFi (SOFI) became a publicly traded company when it combined with Chamath Palihapitiya's Social Capital Hedosophia Holdings V SPAC on June 1.</p><p><blockquote>认股权证是作为公司首次公开募股中出售的单位的一部分发行的。SoFi (SOFI) 于 6 月 1 日与 Chamath Palihapitiya 的社会资本 Hedosophia Holdings V SPAC 合并，成为一家上市公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3773057-sofi-technologies-notifies-warrant-holders-of-2238-redemption-fair-market-value\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/news/3773057-sofi-technologies-notifies-warrant-holders-of-2238-redemption-fair-market-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142877226","content_text":"Related to its previously announced redemption of outstanding warrants, SoFi Technologies  reports the redemption fair market value of $22.38.\nThat value is used to determine the number of shares of common stock that will be issued on a \"cashless\" exercise of a warrant.\nAs a result, holders who exercise their warrants on a \"cashless basis\" will be entitled to receive 0.361 share of SoFi (SOFI) common stock per warrant.\nAny warrants that remain unexercised after 5:00 PM New York City time on Dec. 6, 2021 will be void and no longer exercisable, and the holder of those warrants will be entitled to receive only the redemption price of $0.10 per warrant.\nThe warrants were issued as part of units sold in the company's initial public offering. SoFi (SOFI) became a publicly traded company when it combined with Chamath Palihapitiya's Social Capital Hedosophia Holdings V SPAC on June 1.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":4455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872973347,"gmtCreate":1637408845347,"gmtModify":1637408845470,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"I","listText":"I","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/872973347","repostId":"2184842262","repostType":4,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873566800,"gmtCreate":1636963143882,"gmtModify":1636963144880,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873566800","repostId":"2183536049","repostType":4,"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847181508,"gmtCreate":1636501397665,"gmtModify":1636501402067,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847181508","repostId":"1188205095","repostType":4,"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848364896,"gmtCreate":1635975406728,"gmtModify":1635975560436,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848364896","repostId":"1121675604","repostType":4,"repost":{"id":"1121675604","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":1635965192,"share":"https://www.laohunote.com/m/news/1121675604?lang=zh_CN&edition=full","pubTime":"2021-11-04 02:46","market":"us","language":"en","title":"It's difficult to predict future of supply issues on inflation: Powell press conference<blockquote>鲍威尔新闻发布会：很难预测通胀供应问题的未来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121675604","media":"Tiger Newspress","summary":"Following strong GDP growth in the first half of the year, \"household spending and business investme","content":"<p><img src=\"https://static.tigerbbs.com/6c5387a0d5afe8697c14338e205979e3\" tg-width=\"680\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <ul>  <ul>   <li>Following strong GDP growth in the first half of the year, \"household spending and business investment flattened out this quarter,\" as labor market issues and supply bottlenecks weighed on the economy, Fed Chair Jerome Powell said during the FOMC's post-decision press&nbsp;conference.</li>   <li>Supply constraints have been longer lasting than originally anticipated, Powell said. The timing of resolving supply bottlenecks remain uncertain, he said.</li>   <li>\"Economic growth should pick up this quarter,\" he said, resulting in strong growth for the year.</li>   <li>Unemployment was 4.8% in September, which he said understates labor market conditions, he added.</li>   <li><b>3:26 PM ET:</b>Press conference ends.</li>   <li><b>3:25 PM ET</b>:\"People are quitting their jobs at all-time record numbers,\" but they went to other often better-paying jobs, he said. \"We expect labor force participation to pick up, but we don't know the pace,\" Powell noted.</li>   <li><b>3:17 PM ET:</b>There's no news on the supplementary leverage ratio for banks. The Fed is looking at way to address liquidity issues through that channel, he added.</li>   <li><b>3:15 PM ET:</b>&nbsp;The Fed will address balance sheet issues in future meetings, he said. In other words, whether it will&nbsp; reinvest or reduce the overall size.</li>   <li><b>3:10 PM ET:</b>Powell says, \" I don't think we're behind the curve,\" adding that the Fed is&nbsp;prepared for a range of eventualities. \"We will adapt as appropriate.\"</li>   <li><b>3:04 PM ET:</b>&nbsp;The Fed's role in climate change issues relates to its mandates, Powell said, and \"there's also a financial stability question.\" \"We're not the people to decide the national strategy on climate change.\" That's for elected officials, he said.</li>   <li><b>3:02 PM ET:</b>&nbsp;\"The risk, for now, appears to be skewed toward higher inflation,\" Powell said. \"Bottlenecks should be abating. They haven't gotten better overall, and we're aware of that.\"</li>   <li><b>2:56 PM ET</b>: \"We don't meet the liftoff test, because we're not at maximum employment,\" Powell said. The economy met the test for tapering asset purchases, but the FOMC didn't discuss when it might raise rates.</li>   <li>At 2:52 PM ET, all three major U.S. stock averages are in the green: the Dow&nbsp;rises 0.2%, the Nasdaq&nbsp;increases 0.8%, and the S&amp;P&nbsp;gains 0.5%. 10-year Treasury yield slips back to 1.57%.</li>   <li><b>2:52 PM ET:</b>&nbsp;Powell explains the meaning of \"transitory\" in that \"it won't become a permanent feature of life.\"</li>   <li><b>2:43 PM ET:</b>\"At this point we don't see troubling increases in wages,\" but the Fed will be monitoring it carefully. He attributes the inflationary pressures to supply bottlenecks and demand, not due to the tight labor market.</li>   <li><b>2:42 PM ET:</b>&nbsp;The U.S. could reach maximum employment next year. \"It's within the realm of possibility,\" Powell said.</li>   <li><b>Update at 2:39 PM ET</b>: \"We don't think it's time yet to raise interest rates,\" Powell said. The focus of this meeting was on tapering asset purchases.</li>   <li>\"We should see inflation moving down by second or third quarter (of next year).\"</li>   <li>Earlier, the Federal Reserve kept interest rates near zero and&nbsp;set its plan to start the taper.</li>  </ul> </ul></p><p><blockquote><ul><ul><li>美联储主席杰罗姆·鲍威尔在联邦公开市场委员会决策后新闻发布会上表示，继上半年GDP强劲增长之后，“由于劳动力市场问题和供应瓶颈拖累了经济，本季度家庭支出和商业投资持平”。</li><li>鲍威尔表示，供应限制持续时间比最初预期的要长。他说，解决供应瓶颈的时机仍然不确定。</li><li>“本季度经济增长应该会回升，”他说，这将导致今年的强劲增长。</li><li>他补充说，9 月份失业率为 4.8%，他表示这低估了劳动力市场状况。</li><li><b>美国东部时间下午3:26：</b>新闻发布会结束。</li><li><b>美国东部时间下午3:25</b>他说：“人们辞职的人数创历史新高”，但他们去了其他收入通常更高的工作。鲍威尔指出：“我们预计劳动力参与率将会上升，但我们不知道速度。”</li><li><b>美国东部时间下午3:17：</b>目前还没有关于银行补充杠杆率的消息。他补充说，美联储正在寻找通过该渠道解决流动性问题的方法。</li><li><b>美国东部时间下午3:15：</b>他表示，美联储将在未来的会议上解决资产负债表问题。也就是说，是再投资还是缩小整体规模。</li><li><b>美国东部时间下午3:10：</b>鲍威尔表示，“我不认为我们落后于曲线”，并补充说美联储已为一系列可能发生的情况做好了准备。“我们会酌情调整。”</li><li><b>美国东部时间下午3:04：</b>鲍威尔表示，美联储在气候变化问题上的角色与其职责有关，“还有金融稳定问题”。“我们不是决定国家气候变化战略的人。”他说，这是针对民选官员的。</li><li><b>美国东部时间下午3:02：</b>鲍威尔表示：“目前，风险似乎倾向于通胀上升。”“瓶颈应该会减少。总体而言，情况并没有好转，我们也意识到了这一点。”</li><li><b>美国东部时间下午2:56</b>鲍威尔说：“我们没有达到起飞测试，因为我们没有达到最大就业率。”经济通过了缩减资产购买的考验，但联邦公开市场委员会没有讨论何时可能加息。</li><li>美国东部时间下午2点52分，美国三大股指全部上涨：道琼斯指数上涨0.2%，纳斯达克指数上涨0.8%，标准普尔指数上涨0.5%。10年期国债收益率回落至1.57%。</li><li><b>美国东部时间下午2:52：</b>鲍威尔解释“短暂”的含义是“它不会成为生活的永久特征”。</li><li><b>美国东部时间下午2:43：</b>“目前我们没有看到令人不安的工资增长，”但美联储将密切关注。他将通胀压力归因于供应瓶颈和需求，而不是劳动力市场紧张。</li><li><b>美国东部时间下午2:42：</b>美国明年可能会达到最大就业人数。“这是有可能的，”鲍威尔说。</li><li><b>美国东部时间下午 2:39 更新</b>鲍威尔说：“我们认为现在还不是加息的时候。”这次会议的重点是缩减资产购买。</li><li>“我们应该会看到通胀在（明年）第二季度或第三季度下降。”</li><li>早些时候，美联储将利率维持在接近于零的水平，并制定了开始缩减规模的计划。</li></ul></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's difficult to predict future of supply issues on inflation: Powell press conference<blockquote>鲍威尔新闻发布会：很难预测通胀供应问题的未来</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\">2021-11-04 02:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/6c5387a0d5afe8697c14338e205979e3\" tg-width=\"680\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <ul>  <ul>   <li>Following strong GDP growth in the first half of the year, \"household spending and business investment flattened out this quarter,\" as labor market issues and supply bottlenecks weighed on the economy, Fed Chair Jerome Powell said during the FOMC's post-decision press&nbsp;conference.</li>   <li>Supply constraints have been longer lasting than originally anticipated, Powell said. The timing of resolving supply bottlenecks remain uncertain, he said.</li>   <li>\"Economic growth should pick up this quarter,\" he said, resulting in strong growth for the year.</li>   <li>Unemployment was 4.8% in September, which he said understates labor market conditions, he added.</li>   <li><b>3:26 PM ET:</b>Press conference ends.</li>   <li><b>3:25 PM ET</b>:\"People are quitting their jobs at all-time record numbers,\" but they went to other often better-paying jobs, he said. \"We expect labor force participation to pick up, but we don't know the pace,\" Powell noted.</li>   <li><b>3:17 PM ET:</b>There's no news on the supplementary leverage ratio for banks. The Fed is looking at way to address liquidity issues through that channel, he added.</li>   <li><b>3:15 PM ET:</b>&nbsp;The Fed will address balance sheet issues in future meetings, he said. In other words, whether it will&nbsp; reinvest or reduce the overall size.</li>   <li><b>3:10 PM ET:</b>Powell says, \" I don't think we're behind the curve,\" adding that the Fed is&nbsp;prepared for a range of eventualities. \"We will adapt as appropriate.\"</li>   <li><b>3:04 PM ET:</b>&nbsp;The Fed's role in climate change issues relates to its mandates, Powell said, and \"there's also a financial stability question.\" \"We're not the people to decide the national strategy on climate change.\" That's for elected officials, he said.</li>   <li><b>3:02 PM ET:</b>&nbsp;\"The risk, for now, appears to be skewed toward higher inflation,\" Powell said. \"Bottlenecks should be abating. They haven't gotten better overall, and we're aware of that.\"</li>   <li><b>2:56 PM ET</b>: \"We don't meet the liftoff test, because we're not at maximum employment,\" Powell said. The economy met the test for tapering asset purchases, but the FOMC didn't discuss when it might raise rates.</li>   <li>At 2:52 PM ET, all three major U.S. stock averages are in the green: the Dow&nbsp;rises 0.2%, the Nasdaq&nbsp;increases 0.8%, and the S&amp;P&nbsp;gains 0.5%. 10-year Treasury yield slips back to 1.57%.</li>   <li><b>2:52 PM ET:</b>&nbsp;Powell explains the meaning of \"transitory\" in that \"it won't become a permanent feature of life.\"</li>   <li><b>2:43 PM ET:</b>\"At this point we don't see troubling increases in wages,\" but the Fed will be monitoring it carefully. He attributes the inflationary pressures to supply bottlenecks and demand, not due to the tight labor market.</li>   <li><b>2:42 PM ET:</b>&nbsp;The U.S. could reach maximum employment next year. \"It's within the realm of possibility,\" Powell said.</li>   <li><b>Update at 2:39 PM ET</b>: \"We don't think it's time yet to raise interest rates,\" Powell said. The focus of this meeting was on tapering asset purchases.</li>   <li>\"We should see inflation moving down by second or third quarter (of next year).\"</li>   <li>Earlier, the Federal Reserve kept interest rates near zero and&nbsp;set its plan to start the taper.</li>  </ul> </ul></p><p><blockquote><ul><ul><li>美联储主席杰罗姆·鲍威尔在联邦公开市场委员会决策后新闻发布会上表示，继上半年GDP强劲增长之后，“由于劳动力市场问题和供应瓶颈拖累了经济，本季度家庭支出和商业投资持平”。</li><li>鲍威尔表示，供应限制持续时间比最初预期的要长。他说，解决供应瓶颈的时机仍然不确定。</li><li>“本季度经济增长应该会回升，”他说，这将导致今年的强劲增长。</li><li>他补充说，9 月份失业率为 4.8%，他表示这低估了劳动力市场状况。</li><li><b>美国东部时间下午3:26：</b>新闻发布会结束。</li><li><b>美国东部时间下午3:25</b>他说：“人们辞职的人数创历史新高”，但他们去了其他收入通常更高的工作。鲍威尔指出：“我们预计劳动力参与率将会上升，但我们不知道速度。”</li><li><b>美国东部时间下午3:17：</b>目前还没有关于银行补充杠杆率的消息。他补充说，美联储正在寻找通过该渠道解决流动性问题的方法。</li><li><b>美国东部时间下午3:15：</b>他表示，美联储将在未来的会议上解决资产负债表问题。也就是说，是再投资还是缩小整体规模。</li><li><b>美国东部时间下午3:10：</b>鲍威尔表示，“我不认为我们落后于曲线”，并补充说美联储已为一系列可能发生的情况做好了准备。“我们会酌情调整。”</li><li><b>美国东部时间下午3:04：</b>鲍威尔表示，美联储在气候变化问题上的角色与其职责有关，“还有金融稳定问题”。“我们不是决定国家气候变化战略的人。”他说，这是针对民选官员的。</li><li><b>美国东部时间下午3:02：</b>鲍威尔表示：“目前，风险似乎倾向于通胀上升。”“瓶颈应该会减少。总体而言，情况并没有好转，我们也意识到了这一点。”</li><li><b>美国东部时间下午2:56</b>鲍威尔说：“我们没有达到起飞测试，因为我们没有达到最大就业率。”经济通过了缩减资产购买的考验，但联邦公开市场委员会没有讨论何时可能加息。</li><li>美国东部时间下午2点52分，美国三大股指全部上涨：道琼斯指数上涨0.2%，纳斯达克指数上涨0.8%，标准普尔指数上涨0.5%。10年期国债收益率回落至1.57%。</li><li><b>美国东部时间下午2:52：</b>鲍威尔解释“短暂”的含义是“它不会成为生活的永久特征”。</li><li><b>美国东部时间下午2:43：</b>“目前我们没有看到令人不安的工资增长，”但美联储将密切关注。他将通胀压力归因于供应瓶颈和需求，而不是劳动力市场紧张。</li><li><b>美国东部时间下午2:42：</b>美国明年可能会达到最大就业人数。“这是有可能的，”鲍威尔说。</li><li><b>美国东部时间下午 2:39 更新</b>鲍威尔说：“我们认为现在还不是加息的时候。”这次会议的重点是缩减资产购买。</li><li>“我们应该会看到通胀在（明年）第二季度或第三季度下降。”</li><li>早些时候，美联储将利率维持在接近于零的水平，并制定了开始缩减规模的计划。</li></ul></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121675604","content_text":"Following strong GDP growth in the first half of the year, \"household spending and business investment flattened out this quarter,\" as labor market issues and supply bottlenecks weighed on the economy, Fed Chair Jerome Powell said during the FOMC's post-decision press conference.\nSupply constraints have been longer lasting than originally anticipated, Powell said. The timing of resolving supply bottlenecks remain uncertain, he said.\n\"Economic growth should pick up this quarter,\" he said, resulting in strong growth for the year.\nUnemployment was 4.8% in September, which he said understates labor market conditions, he added.\n3:26 PM ET:Press conference ends.\n3:25 PM ET:\"People are quitting their jobs at all-time record numbers,\" but they went to other often better-paying jobs, he said. \"We expect labor force participation to pick up, but we don't know the pace,\" Powell noted.\n3:17 PM ET:There's no news on the supplementary leverage ratio for banks. The Fed is looking at way to address liquidity issues through that channel, he added.\n3:15 PM ET: The Fed will address balance sheet issues in future meetings, he said. In other words, whether it will  reinvest or reduce the overall size.\n3:10 PM ET:Powell says, \" I don't think we're behind the curve,\" adding that the Fed is prepared for a range of eventualities. \"We will adapt as appropriate.\"\n3:04 PM ET: The Fed's role in climate change issues relates to its mandates, Powell said, and \"there's also a financial stability question.\" \"We're not the people to decide the national strategy on climate change.\" That's for elected officials, he said.\n3:02 PM ET: \"The risk, for now, appears to be skewed toward higher inflation,\" Powell said. \"Bottlenecks should be abating. They haven't gotten better overall, and we're aware of that.\"\n2:56 PM ET: \"We don't meet the liftoff test, because we're not at maximum employment,\" Powell said. The economy met the test for tapering asset purchases, but the FOMC didn't discuss when it might raise rates.\nAt 2:52 PM ET, all three major U.S. stock averages are in the green: the Dow rises 0.2%, the Nasdaq increases 0.8%, and the S&P gains 0.5%. 10-year Treasury yield slips back to 1.57%.\n2:52 PM ET: Powell explains the meaning of \"transitory\" in that \"it won't become a permanent feature of life.\"\n2:43 PM ET:\"At this point we don't see troubling increases in wages,\" but the Fed will be monitoring it carefully. He attributes the inflationary pressures to supply bottlenecks and demand, not due to the tight labor market.\n2:42 PM ET: The U.S. could reach maximum employment next year. \"It's within the realm of possibility,\" Powell said.\nUpdate at 2:39 PM ET: \"We don't think it's time yet to raise interest rates,\" Powell said. The focus of this meeting was on tapering asset purchases.\n\"We should see inflation moving down by second or third quarter (of next year).\"\nEarlier, the Federal Reserve kept interest rates near zero and set its plan to start the taper.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841173480,"gmtCreate":1635898564814,"gmtModify":1635898564962,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/841173480","repostId":"2180736486","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843983075,"gmtCreate":1635796248198,"gmtModify":1635796248367,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843983075","repostId":"2179221955","repostType":4,"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843989781,"gmtCreate":1635796242022,"gmtModify":1635796242129,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843989781","repostId":"2179221955","repostType":4,"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854504869,"gmtCreate":1635466327753,"gmtModify":1635466328031,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854504869","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854504131,"gmtCreate":1635466320774,"gmtModify":1635466321040,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854504131","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855591932,"gmtCreate":1635381486098,"gmtModify":1635381486236,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855591932","repostId":"2178237746","repostType":4,"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":170700822,"gmtCreate":1626448844466,"gmtModify":1633926621905,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/170700822","repostId":"1169536573","repostType":4,"repost":{"id":"1169536573","kind":"news","pubTimestamp":1626448731,"share":"https://www.laohunote.com/m/news/1169536573?lang=zh_CN&edition=full","pubTime":"2021-07-16 23:18","market":"us","language":"en","title":"Coupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa 股价扩大跌幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169536573","media":"Thestreet","summary":"Coupa Software traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.Coupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.Analysts honed in on the more conservative outlook provided by Coupa's management team as the lik","content":"<p>Coupa Software(<b>COUP</b>)&nbsp;traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.</p><p><blockquote>软件杯(<b>政变</b>) 周五连续第二天走低，延续了周四近 10% 的跌幅，因为分析师在令人失望的分析师日事件后重新评估了对这家财务管理软件公司的前景。</blockquote></p><p> Coupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.</p><p><blockquote>Coupa 周四举办了虚拟分析师日，该平台提供商分享了有关其 Coupa Pay 服务的更多详细信息，并提供了其长期前景的最新信息。</blockquote></p><p> Analysts honed in on the more conservative outlook provided by Coupa's management team as the likely reason behind Thursday's selloff, though were generally sanguine about the company's longer-term prospects, with Piper Sandler one of the the few Wall Street investment firms to lower its one-year price target.</p><p><blockquote>分析师们仔细研究了 Coupa 管理团队提供的更保守的前景，认为这是周四抛售背后的可能原因，尽管他们对该公司的长期前景普遍持乐观态度，派珀桑德勒 (Piper Sandler) 是少数几家下调一年价格目标的华尔街投资公司之一。</blockquote></p><p> Piper Sandler analysts also focused on lack of progress with Coupa Pay, noting that “… considering the necessary conservatism that is needed to continue the well-known beat and raise cadence, the set-up was always less than ideal.” They held their overweight rating on the stock though lowered their price target to $295 from $300.</p><p><blockquote>派珀-桑德勒（Piper Sandler）的分析师也关注了库帕薪酬缺乏进展的问题，并指出：“.考虑到继续众所周知的节拍和提高节奏所需的必要保守主义，这一设置总是不太理想”。他们维持了该股的跑赢大盘评级，但将目标价从 300 美元下调至 295 美元。</blockquote></p><p> Truist Securities was slightly more upbeat, though admitted investors “could have been disappointed by either what they heard from an attach rate perspective on Coupa Pay or potentially were disappointed that it’s likely a multi-year time line before Coupa Pay really moves the needle.” They held their buy rating and price target of $326.</p><p><blockquote>Truist Securities 的看法稍微乐观一些，不过他承认投资者 “可能会对他们从 Coupa Pay 的附带利率角度听到的消息感到失望，也可能会对 Coupa Pay 真正发挥作用之前可能需要多年时间而感到失望”。他们维持买入评级和 326 美元的目标价。</blockquote></p><p> Barclays analysts noted that while Coupa couldn’t meet “the very high expectations from the Street” for its Coupa Pay service it is maintaining its positive outlook. The investment bank held its equal weight rating on the shares and one-year price target of $250.</p><p><blockquote>巴克莱分析师指出，虽然 Coupa 无法满足 “华尔街对其 Coupa Pay 服务的极高期望 ”，但它仍保持着积极的前景。该投资银行对该股持有同等权重评级，一年目标价为 250 美元。</blockquote></p><p> Coupa shares plunged last monthafter the companyprovided a tepid forecastthat raised questions about its pace of billings growth.&nbsp;A number of analysts cut their price targets on the San Mateo, Calif., based company at the time, even after it reported a surprise profit and better-than-expected revenue forecasts.</p><p><blockquote>上个月，Coupa 的股价暴跌，此前该公司提供了一份不温不火的预测，引发了人们对其比林斯增长速度的质疑。许多分析师当时下调了这家总部位于加利福尼亚州圣马特奥的公司的目标价，尽管该公司公布了令人惊讶的利润和好于预期的收入预测。</blockquote></p><p> At last check, Coupa shares were down 2.24% at $221.04. The stock has fallen 32.7% year to date.</p><p><blockquote>最后一次检查时，Coupa 股价下跌 2.24%，至 221.04 美元。今年迄今，该股已下跌 32.7%。</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>Coupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa 股价扩大跌幅</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nCoupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa 股价扩大跌幅</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-16 23:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Coupa Software(<b>COUP</b>)&nbsp;traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.</p><p><blockquote>软件杯(<b>政变</b>) 周五连续第二天走低，延续了周四近 10% 的跌幅，因为分析师在令人失望的分析师日事件后重新评估了对这家财务管理软件公司的前景。</blockquote></p><p> Coupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.</p><p><blockquote>Coupa 周四举办了虚拟分析师日，该平台提供商分享了有关其 Coupa Pay 服务的更多详细信息，并提供了其长期前景的最新信息。</blockquote></p><p> Analysts honed in on the more conservative outlook provided by Coupa's management team as the likely reason behind Thursday's selloff, though were generally sanguine about the company's longer-term prospects, with Piper Sandler one of the the few Wall Street investment firms to lower its one-year price target.</p><p><blockquote>分析师们仔细研究了 Coupa 管理团队提供的更保守的前景，认为这是周四抛售背后的可能原因，尽管他们对该公司的长期前景普遍持乐观态度，派珀桑德勒 (Piper Sandler) 是少数几家下调一年价格目标的华尔街投资公司之一。</blockquote></p><p> Piper Sandler analysts also focused on lack of progress with Coupa Pay, noting that “… considering the necessary conservatism that is needed to continue the well-known beat and raise cadence, the set-up was always less than ideal.” They held their overweight rating on the stock though lowered their price target to $295 from $300.</p><p><blockquote>派珀-桑德勒（Piper Sandler）的分析师也关注了库帕薪酬缺乏进展的问题，并指出：“.考虑到继续众所周知的节拍和提高节奏所需的必要保守主义，这一设置总是不太理想”。他们维持了该股的跑赢大盘评级，但将目标价从 300 美元下调至 295 美元。</blockquote></p><p> Truist Securities was slightly more upbeat, though admitted investors “could have been disappointed by either what they heard from an attach rate perspective on Coupa Pay or potentially were disappointed that it’s likely a multi-year time line before Coupa Pay really moves the needle.” They held their buy rating and price target of $326.</p><p><blockquote>Truist Securities 的看法稍微乐观一些，不过他承认投资者 “可能会对他们从 Coupa Pay 的附带利率角度听到的消息感到失望，也可能会对 Coupa Pay 真正发挥作用之前可能需要多年时间而感到失望”。他们维持买入评级和 326 美元的目标价。</blockquote></p><p> Barclays analysts noted that while Coupa couldn’t meet “the very high expectations from the Street” for its Coupa Pay service it is maintaining its positive outlook. The investment bank held its equal weight rating on the shares and one-year price target of $250.</p><p><blockquote>巴克莱分析师指出，虽然 Coupa 无法满足 “华尔街对其 Coupa Pay 服务的极高期望 ”，但它仍保持着积极的前景。该投资银行对该股持有同等权重评级，一年目标价为 250 美元。</blockquote></p><p> Coupa shares plunged last monthafter the companyprovided a tepid forecastthat raised questions about its pace of billings growth.&nbsp;A number of analysts cut their price targets on the San Mateo, Calif., based company at the time, even after it reported a surprise profit and better-than-expected revenue forecasts.</p><p><blockquote>上个月，Coupa 的股价暴跌，此前该公司提供了一份不温不火的预测，引发了人们对其比林斯增长速度的质疑。许多分析师当时下调了这家总部位于加利福尼亚州圣马特奥的公司的目标价，尽管该公司公布了令人惊讶的利润和好于预期的收入预测。</blockquote></p><p> At last check, Coupa shares were down 2.24% at $221.04. The stock has fallen 32.7% year to date.</p><p><blockquote>最后一次检查时，Coupa 股价下跌 2.24%，至 221.04 美元。今年迄今，该股已下跌 32.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/coupa-software-coup-rebound-selloff-analysts\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COUP":"Coupa Software Inc"},"source_url":"https://www.thestreet.com/investing/coupa-software-coup-rebound-selloff-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169536573","content_text":"Coupa Software(COUP) traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.\nCoupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.\nAnalysts honed in on the more conservative outlook provided by Coupa's management team as the likely reason behind Thursday's selloff, though were generally sanguine about the company's longer-term prospects, with Piper Sandler one of the the few Wall Street investment firms to lower its one-year price target.\nPiper Sandler analysts also focused on lack of progress with Coupa Pay, noting that “… considering the necessary conservatism that is needed to continue the well-known beat and raise cadence, the set-up was always less than ideal.” They held their overweight rating on the stock though lowered their price target to $295 from $300.\nTruist Securities was slightly more upbeat, though admitted investors “could have been disappointed by either what they heard from an attach rate perspective on Coupa Pay or potentially were disappointed that it’s likely a multi-year time line before Coupa Pay really moves the needle.” They held their buy rating and price target of $326.\nBarclays analysts noted that while Coupa couldn’t meet “the very high expectations from the Street” for its Coupa Pay service it is maintaining its positive outlook. The investment bank held its equal weight rating on the shares and one-year price target of $250.\nCoupa shares plunged last monthafter the companyprovided a tepid forecastthat raised questions about its pace of billings growth. A number of analysts cut their price targets on the San Mateo, Calif., based company at the time, even after it reported a surprise profit and better-than-expected revenue forecasts.\nAt last check, Coupa shares were down 2.24% at $221.04. The stock has fallen 32.7% year to 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