junkow的个人主页 - 老虎社区

junkow

junkow

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2021-09-14

Like

抱歉，原内容已删除

2021-04-26

Good

Intel Blows Up But May Stage Rebound<blockquote>英特尔爆炸但可能出现反弹</blockquote>

2021-04-24

[呆住] [财迷]

抱歉，原内容已删除

2021-05-01

Good

抱歉，原内容已删除

2021-04-26

Good news

抱歉，原内容已删除

2021-11-01

$Shanghai Fosun Pharmaceutical(Group)Co.,Ltd.(600196)$Like this please

2021-09-27

Good to hear that

Goldman Raises Year-End Oil Price Target To $90<blockquote>高盛将年底油价目标上调至90美元</blockquote>

2021-05-06

Good

Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>

2021-04-27

Good

抱歉，原内容已删除

2021-04-26

Good 👍

Why Cathie Wood Is Bullish On Skillz<blockquote>为什么Cathie Wood看好Skillz</blockquote>

2021-04-26

Good

抱歉，原内容已删除

2021-04-25

Agreed

Apple Stock Bear Sounds The Alarm: Expect 13% Decline<blockquote>苹果股市熊市敲响警钟：预计下跌13%</blockquote>

2021-04-25

Great news

Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场摆脱了税收上涨的担忧，道琼斯指数在银行和科技股的带领下反弹200点</blockquote>

2021-11-12

$Walt Disney(DIS)$haizx

2021-11-08

$China Railway Construction Corporation Limited(601186)$good

2021-11-04

$Adobe(ADBE)$いい感じ

2021-09-27

$GENTING SINGAPORE LIMITED(G13.SI)$[微笑] good

2021-04-28

Good

Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>

2021-11-12

$S&P500 ETF(SPY)$good

2021-09-30

$Ferrari NV(RACE)$nice chance

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that","text":"Good to hear that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866039493","repostId":"1153063901","repostType":4,"repost":{"id":"1153063901","kind":"news","pubTimestamp":1632709779,"share":"https://www.laohu8.com/m/news/1153063901?lang=zh_CN&edition=full","pubTime":"2021-09-27 10:29","market":"fut","language":"en","title":"Goldman Raises Year-End Oil Price Target To $90<blockquote>高盛将年底油价目标上调至90美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153063901","media":"zerohedge","summary":"Just days after Goldman's head commodity analyst Jeff Currie told Bloomberg TV that the bankanticipa","content":"<p>Just days after Goldman's head commodity analyst Jeff Currie told Bloomberg TV that the bankanticipates oil spiking to $90 if the winter is colder than usual, on Sunday afternoon Goldman went ahead and made that its base case and in a note from energy strategist Damien Courvalin, he writes that with Brent prices reaching new highs since October 2018, the bank now forecasts that this rally will continue, \"with our year-end Brent forecast of $90/bbl vs. $80/bbl previously.\"</p><p><blockquote>就在高盛首席大宗商品分析师杰夫·柯里(Jeff Currie)告诉彭博电视台，如果冬天比平常更冷，该行预计油价将飙升至90美元几天后，周日下午，高盛继续将其作为基本假设，并在能源策略师达米安·库尔瓦林(Damien Courvalin)的一份报告中写道，随着布伦特原油价格创下2018年10月以来的新高，该行现在预测这种涨势将持续下去，“我们对布伦特原油的年终预测为90美元/桶，而之前为80美元/桶。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68ecb93c9273e8993f2a588904c9e0fa\" tg-width=\"500\" tg-height=\"403\" width=\"100%\" height=\"auto\">What tipped the scales is that while Goldman has long held a bullish oil view, \"the current global oil supply-demand deficit is larger than we expected, with the recovery in global demand from the Delta impact even faster than our above consensus forecast and with global supply remaining short of our below consensus forecasts.\"</p><p><blockquote>天平倾斜的是，尽管高盛长期以来一直持有看涨石油的观点，但“当前全球石油供需赤字比我们预期的要大，全球需求从三角洲影响中恢复的速度甚至比我们上述共识预测的还要快，全球供应仍低于我们低于共识的预测。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/96c92ef4eaeb72fc838ea4a5b251c3c7\" tg-width=\"829\" tg-height=\"779\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Among the supply factors cited by Goldman is hurricane Ida - the \"most bullish hurricane in US history\" - which more than offset the ramp-up in OPEC+ production since July with non-OPEC+ non-shale production continuing to disappoint.</p><p><blockquote>高盛列举的供应因素之一是飓风艾达——“美国历史上最乐观的飓风”——它远远抵消了自7月以来OPEC+产量的增长，而非OPEC+非页岩油产量继续令人失望。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8320c0336248104108f7e386eb699ff8\" tg-width=\"500\" tg-height=\"438\" width=\"100%\" height=\"auto\">Meanwhile, as noted above, on the demand side Goldman cited low hospitalization rates which are leading more countries to re-open, including to international travel in particularly COVID-averse countries in Asia.</p><p><blockquote>与此同时，如上所述，在需求方面，高盛指出住院率较低，这导致更多国家重新开放，包括亚洲特别厌恶新冠病毒的国家的国际旅行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32169f05ef56417ab3dbbd9295cc770e\" tg-width=\"500\" tg-height=\"410\" width=\"100%\" height=\"auto\">Finally, from a seasonal standpoint, Courvalin sees winter demand risks as \"further now squarely skewed to the upside\" as the global gas shortage will increase oil fired power generation.</p><p><blockquote>最后，从季节性角度来看，Courvalin认为冬季需求风险“现在进一步偏向上行”，因为全球天然气短缺将增加燃油发电。</blockquote></p><p> From a fundamental standpoint, the current c.4.5 mb/d observable inventory draws are the largest on record, including for global SPRs and oil on water, and follow the longest deficit on record, started in June 2020.</p><p><blockquote>从基本面角度来看，目前约4.5 mb/d的可观察库存消耗是有记录以来最大的，包括全球SPR和水上石油，并且是在2020年6月开始的有记录以来最长的赤字之后。</blockquote></p><p> For the oil bears, Goldman does not see this deficit as reversing in coming months as its scale will overwhelm both the willingness and ability for OPEC+ to ramp up, with the shale supply response just starting.</p><p><blockquote>对于看空石油的人来说，高盛认为这种赤字不会在未来几个月内逆转，因为其规模将压倒欧佩克+增产的意愿和能力，而页岩油供应反应才刚刚开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62454b6c085d29e6ba76cd2d0c7d7b81\" tg-width=\"816\" tg-height=\"716\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>This sets the stage for inventories to fall to their lowest level since 2013 by year-end (after adjusting for pipeline fill), supporting further backwardation in the oil forward curve where positioning remains low.</b></p><p><blockquote><b>这为库存在年底前降至2013年以来的最低水平（根据管道填充进行调整后）奠定了基础，支持石油远期曲线的进一步现货溢价，而头寸仍然较低。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e01fe449ec33a6a1d1bf50d067b495bb\" tg-width=\"500\" tg-height=\"451\" width=\"100%\" height=\"auto\">But what about a production response? While Goldman does expect short-cycle production to respond by 2022 at the bank's higher price forecast, from core-OPEC, Russia and shale, this according to Goldman,<b>will only lay bare the structural nature of the oil market repricing.</b>To be sure, there will likely be a time to be tactically bearish in 2022, especially if a US-Iran deal is eventually reached. The bank's base-case assumption is for such an agreement to be reached in April, leading the bank to then trim its price target to an $80/bbl price forecast in 2Q22-4Q22 (vs. its 4Q21-1Q22 $85/bbl quarterly average forecast). This would, however, remain a tactical call and a likely timespread trade according to Courvalin, with long-dated oil prices poised to reset higher from current levels, especially as the hedging momentum shifts from US producer selling to airline buying (a move which Goldman says to position for with a long Dec-22 Brent and short Dec-22 Brent put trade recommendations).</p><p><blockquote>但是生产反应呢？虽然高盛确实预计，到2022年，来自核心欧佩克、俄罗斯和页岩油的短周期产量将对该行较高的价格预测做出反应，但高盛表示，<b>只会暴露石油市场重新定价的结构性。</b>可以肯定的是，2022年可能会有战术上看跌的时候，特别是如果美伊最终达成协议的话。该银行的基本假设是，这样的协议将在4月份达成，导致该银行随后将2022年第二季度-2022年第四季度的价格目标下调至80美元/桶（而2021年第四季度-2022年第一季度的季度平均价格预测为85美元/桶）。预测）。然而，Courvalin表示，这仍将是一个战术看涨期权，也是一个可能的时间价差交易，长期油价有望从当前水平重新走高，特别是随着对冲势头从美国生产商抛售转向航空公司买入（高盛表示，建议做多12月22日布伦特原油和做空12月22日布伦特原油看跌交易）。</blockquote></p><p> Meanwhile, the lack of long-cycle capex response - here you can thank the green crazy sweeping the world - the quickly diminishing OPEC spare capacity (Goldman expects normalization by early 2022), the inability for shale producers to sustain production growth (given their low reinvestment rate targets) and oil service and carbon cost inflation<b>will all instead point to the need for sustainably higher long-dated oil prices</b>. Remarkably, Goldman now expects the market to return to a structural deficit by 2H23, which leads it to raise its 2023 oil price forecast from $65/bbl to $85/bbl, and the mid-cycle valuation oil price used by Goldman's equity analysts to $70/bbl.</p><p><blockquote>与此同时，缺乏长周期资本支出反应——在这里你可以感谢席卷全球的绿色疯狂——欧佩克闲置产能迅速减少（高盛预计到2022年初正常化），页岩油生产商无法维持产量增长（鉴于其低再投资率目标）以及石油服务和碳成本通胀<b>相反，所有人都会指出长期油价持续走高的必要性</b>值得注意的是，高盛现在预计市场将在2H23之前恢复结构性赤字，这导致其将2023年油价预测从65美元/桶上调至85美元/桶，并将高盛股票分析师使用的中期估值油价上调至70美元/桶。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7d4a9d5f515b5b0de4f63db881a2a2\" tg-width=\"824\" tg-height=\"720\" width=\"100%\" height=\"auto\">Translation:<b>expect a slew of price hikes on energy stocks in the coming days from Goldman.</b></p><p><blockquote>翻译：<b>预计高盛将在未来几天大幅提价能源股。</b></blockquote></p><p></p><p> Finally, where could Goldman's forecast - which would infuriate the white house as gasoline prices are about to explode higher - be wrong? For what it's worth, the bank sees the greatest risk on the timeline of its bullish view. On the demand side, it would take a potentially new variant that renders vaccine ineffective. Beyond that, however, the bank expects limited downside risk from China, with its economists not expecting a hard landing and with our demand growth forecast driven by DMs and other EMs instead. This leaves near-term risks having to come from the supply side, most notably OPEC+, which next meets on October 4. And while an aggressively faster ramp-up in production by year-end would soften (but not derail) our projected deficit, it would only further delay the shale rebound, which would reinforce the structural nature of the next rally<b>given binding under-investment in oil services by 2023.</b>In addition, a large ramp-up in OPEC+ production would simply fast-forward the decline in global spare capacity to historically low levels, replacing a cyclical tight market with a structural one.</p><p><blockquote>最后，高盛的预测——随着汽油价格即将飙升，这将激怒白宫——有什么错呢？无论如何，该银行认为其看涨观点的时间表存在最大的风险。在需求方面，这将需要一种潜在的新变种，使疫苗无效。然而，除此之外，该行预计来自中国的下行风险有限，其经济学家预计不会硬着陆，我们的需求增长预测将由DMs和其他新兴市场推动。这使得近期风险必须来自供应方面，尤其是欧佩克+，该组织将于10月4日举行下一次会议。尽管年底前大幅加快产量增长将缓解（但不会破坏）我们预计的赤字，但这只会进一步推迟页岩油的反弹，从而强化下一次反弹的结构性<b>鉴于到2023年石油服务投资将明显不足。</b>此外，欧佩克+产量的大幅增加只会将全球闲置产能的下降速度加快至历史低位，用结构性紧张市场取代周期性紧张市场。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fd106ecf9d01caf6e4f12691246f3fb6\" tg-width=\"810\" tg-height=\"748\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Raises Year-End Oil Price Target To $90<blockquote>高盛将年底油价目标上调至90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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Raises Year-End Oil Price Target To $90<blockquote>高盛将年底油价目标上调至90美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-27 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Just days after Goldman's head commodity analyst Jeff Currie told Bloomberg TV that the bankanticipates oil spiking to $90 if the winter is colder than usual, on Sunday afternoon Goldman went ahead and made that its base case and in a note from energy strategist Damien Courvalin, he writes that with Brent prices reaching new highs since October 2018, the bank now forecasts that this rally will continue, \"with our year-end Brent forecast of $90/bbl vs. $80/bbl previously.\"</p><p><blockquote>就在高盛首席大宗商品分析师杰夫·柯里(Jeff Currie)告诉彭博电视台，如果冬天比平常更冷，该行预计油价将飙升至90美元几天后，周日下午，高盛继续将其作为基本假设，并在能源策略师达米安·库尔瓦林(Damien Courvalin)的一份报告中写道，随着布伦特原油价格创下2018年10月以来的新高，该行现在预测这种涨势将持续下去，“我们对布伦特原油的年终预测为90美元/桶，而之前为80美元/桶。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68ecb93c9273e8993f2a588904c9e0fa\" tg-width=\"500\" tg-height=\"403\" width=\"100%\" height=\"auto\">What tipped the scales is that while Goldman has long held a bullish oil view, \"the current global oil supply-demand deficit is larger than we expected, with the recovery in global demand from the Delta impact even faster than our above consensus forecast and with global supply remaining short of our below consensus forecasts.\"</p><p><blockquote>天平倾斜的是，尽管高盛长期以来一直持有看涨石油的观点，但“当前全球石油供需赤字比我们预期的要大，全球需求从三角洲影响中恢复的速度甚至比我们上述共识预测的还要快，全球供应仍低于我们低于共识的预测。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/96c92ef4eaeb72fc838ea4a5b251c3c7\" tg-width=\"829\" tg-height=\"779\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Among the supply factors cited by Goldman is hurricane Ida - the \"most bullish hurricane in US history\" - which more than offset the ramp-up in OPEC+ production since July with non-OPEC+ non-shale production continuing to disappoint.</p><p><blockquote>高盛列举的供应因素之一是飓风艾达——“美国历史上最乐观的飓风”——它远远抵消了自7月以来OPEC+产量的增长，而非OPEC+非页岩油产量继续令人失望。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8320c0336248104108f7e386eb699ff8\" tg-width=\"500\" tg-height=\"438\" width=\"100%\" height=\"auto\">Meanwhile, as noted above, on the demand side Goldman cited low hospitalization rates which are leading more countries to re-open, including to international travel in particularly COVID-averse countries in Asia.</p><p><blockquote>与此同时，如上所述，在需求方面，高盛指出住院率较低，这导致更多国家重新开放，包括亚洲特别厌恶新冠病毒的国家的国际旅行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32169f05ef56417ab3dbbd9295cc770e\" tg-width=\"500\" tg-height=\"410\" width=\"100%\" height=\"auto\">Finally, from a seasonal standpoint, Courvalin sees winter demand risks as \"further now squarely skewed to the upside\" as the global gas shortage will increase oil fired power generation.</p><p><blockquote>最后，从季节性角度来看，Courvalin认为冬季需求风险“现在进一步偏向上行”，因为全球天然气短缺将增加燃油发电。</blockquote></p><p> From a fundamental standpoint, the current c.4.5 mb/d observable inventory draws are the largest on record, including for global SPRs and oil on water, and follow the longest deficit on record, started in June 2020.</p><p><blockquote>从基本面角度来看，目前约4.5 mb/d的可观察库存消耗是有记录以来最大的，包括全球SPR和水上石油，并且是在2020年6月开始的有记录以来最长的赤字之后。</blockquote></p><p> For the oil bears, Goldman does not see this deficit as reversing in coming months as its scale will overwhelm both the willingness and ability for OPEC+ to ramp up, with the shale supply response just starting.</p><p><blockquote>对于看空石油的人来说，高盛认为这种赤字不会在未来几个月内逆转，因为其规模将压倒欧佩克+增产的意愿和能力，而页岩油供应反应才刚刚开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62454b6c085d29e6ba76cd2d0c7d7b81\" tg-width=\"816\" tg-height=\"716\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>This sets the stage for inventories to fall to their lowest level since 2013 by year-end (after adjusting for pipeline fill), supporting further backwardation in the oil forward curve where positioning remains low.</b></p><p><blockquote><b>这为库存在年底前降至2013年以来的最低水平（根据管道填充进行调整后）奠定了基础，支持石油远期曲线的进一步现货溢价，而头寸仍然较低。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e01fe449ec33a6a1d1bf50d067b495bb\" tg-width=\"500\" tg-height=\"451\" width=\"100%\" height=\"auto\">But what about a production response? While Goldman does expect short-cycle production to respond by 2022 at the bank's higher price forecast, from core-OPEC, Russia and shale, this according to Goldman,<b>will only lay bare the structural nature of the oil market repricing.</b>To be sure, there will likely be a time to be tactically bearish in 2022, especially if a US-Iran deal is eventually reached. The bank's base-case assumption is for such an agreement to be reached in April, leading the bank to then trim its price target to an $80/bbl price forecast in 2Q22-4Q22 (vs. its 4Q21-1Q22 $85/bbl quarterly average forecast). This would, however, remain a tactical call and a likely timespread trade according to Courvalin, with long-dated oil prices poised to reset higher from current levels, especially as the hedging momentum shifts from US producer selling to airline buying (a move which Goldman says to position for with a long Dec-22 Brent and short Dec-22 Brent put trade recommendations).</p><p><blockquote>但是生产反应呢？虽然高盛确实预计，到2022年，来自核心欧佩克、俄罗斯和页岩油的短周期产量将对该行较高的价格预测做出反应，但高盛表示，<b>只会暴露石油市场重新定价的结构性。</b>可以肯定的是，2022年可能会有战术上看跌的时候，特别是如果美伊最终达成协议的话。该银行的基本假设是，这样的协议将在4月份达成，导致该银行随后将2022年第二季度-2022年第四季度的价格目标下调至80美元/桶（而2021年第四季度-2022年第一季度的季度平均价格预测为85美元/桶）。预测）。然而，Courvalin表示，这仍将是一个战术看涨期权，也是一个可能的时间价差交易，长期油价有望从当前水平重新走高，特别是随着对冲势头从美国生产商抛售转向航空公司买入（高盛表示，建议做多12月22日布伦特原油和做空12月22日布伦特原油看跌交易）。</blockquote></p><p> Meanwhile, the lack of long-cycle capex response - here you can thank the green crazy sweeping the world - the quickly diminishing OPEC spare capacity (Goldman expects normalization by early 2022), the inability for shale producers to sustain production growth (given their low reinvestment rate targets) and oil service and carbon cost inflation<b>will all instead point to the need for sustainably higher long-dated oil prices</b>. Remarkably, Goldman now expects the market to return to a structural deficit by 2H23, which leads it to raise its 2023 oil price forecast from $65/bbl to $85/bbl, and the mid-cycle valuation oil price used by Goldman's equity analysts to $70/bbl.</p><p><blockquote>与此同时，缺乏长周期资本支出反应——在这里你可以感谢席卷全球的绿色疯狂——欧佩克闲置产能迅速减少（高盛预计到2022年初正常化），页岩油生产商无法维持产量增长（鉴于其低再投资率目标）以及石油服务和碳成本通胀<b>相反，所有人都会指出长期油价持续走高的必要性</b>值得注意的是，高盛现在预计市场将在2H23之前恢复结构性赤字，这导致其将2023年油价预测从65美元/桶上调至85美元/桶，并将高盛股票分析师使用的中期估值油价上调至70美元/桶。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7d4a9d5f515b5b0de4f63db881a2a2\" tg-width=\"824\" tg-height=\"720\" width=\"100%\" height=\"auto\">Translation:<b>expect a slew of price hikes on energy stocks in the coming days from Goldman.</b></p><p><blockquote>翻译：<b>预计高盛将在未来几天大幅提价能源股。</b></blockquote></p><p></p><p> Finally, where could Goldman's forecast - which would infuriate the white house as gasoline prices are about to explode higher - be wrong? For what it's worth, the bank sees the greatest risk on the timeline of its bullish view. On the demand side, it would take a potentially new variant that renders vaccine ineffective. Beyond that, however, the bank expects limited downside risk from China, with its economists not expecting a hard landing and with our demand growth forecast driven by DMs and other EMs instead. This leaves near-term risks having to come from the supply side, most notably OPEC+, which next meets on October 4. And while an aggressively faster ramp-up in production by year-end would soften (but not derail) our projected deficit, it would only further delay the shale rebound, which would reinforce the structural nature of the next rally<b>given binding under-investment in oil services by 2023.</b>In addition, a large ramp-up in OPEC+ production would simply fast-forward the decline in global spare capacity to historically low levels, replacing a cyclical tight market with a structural one.</p><p><blockquote>最后，高盛的预测——随着汽油价格即将飙升，这将激怒白宫——有什么错呢？无论如何，该银行认为其看涨观点的时间表存在最大的风险。在需求方面，这将需要一种潜在的新变种，使疫苗无效。然而，除此之外，该行预计来自中国的下行风险有限，其经济学家预计不会硬着陆，我们的需求增长预测将由DMs和其他新兴市场推动。这使得近期风险必须来自供应方面，尤其是欧佩克+，该组织将于10月4日举行下一次会议。尽管年底前大幅加快产量增长将缓解（但不会破坏）我们预计的赤字，但这只会进一步推迟页岩油的反弹，从而强化下一次反弹的结构性<b>鉴于到2023年石油服务投资将明显不足。</b>此外，欧佩克+产量的大幅增加只会将全球闲置产能的下降速度加快至历史低位，用结构性紧张市场取代周期性紧张市场。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fd106ecf9d01caf6e4f12691246f3fb6\" tg-width=\"810\" tg-height=\"748\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/goldman-raises-year-end-oil-price-target-90?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUD.UK":"WTI原油ETF"},"source_url":"https://www.zerohedge.com/markets/goldman-raises-year-end-oil-price-target-90?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153063901","content_text":"Just days after Goldman's head commodity analyst Jeff Currie told Bloomberg TV that the bankanticipates oil spiking to $90 if the winter is colder than usual, on Sunday afternoon Goldman went ahead and made that its base case and in a note from energy strategist Damien Courvalin, he writes that with Brent prices reaching new highs since October 2018, the bank now forecasts that this rally will continue, \"with our year-end Brent forecast of $90/bbl vs. $80/bbl previously.\"\nWhat tipped the scales is that while Goldman has long held a bullish oil view, \"the current global oil supply-demand deficit is larger than we expected, with the recovery in global demand from the Delta impact even faster than our above consensus forecast and with global supply remaining short of our below consensus forecasts.\"\n\nAmong the supply factors cited by Goldman is hurricane Ida - the \"most bullish hurricane in US history\" - which more than offset the ramp-up in OPEC+ production since July with non-OPEC+ non-shale production continuing to disappoint.\nMeanwhile, as noted above, on the demand side Goldman cited low hospitalization rates which are leading more countries to re-open, including to international travel in particularly COVID-averse countries in Asia.\nFinally, from a seasonal standpoint, Courvalin sees winter demand risks as \"further now squarely skewed to the upside\" as the global gas shortage will increase oil fired power generation.\nFrom a fundamental standpoint, the current c.4.5 mb/d observable inventory draws are the largest on record, including for global SPRs and oil on water, and follow the longest deficit on record, started in June 2020.\nFor the oil bears, Goldman does not see this deficit as reversing in coming months as its scale will overwhelm both the willingness and ability for OPEC+ to ramp up, with the shale supply response just starting.\n\nThis sets the stage for inventories to fall to their lowest level since 2013 by year-end (after adjusting for pipeline fill), supporting further backwardation in the oil forward curve where positioning remains low.\nBut what about a production response? While Goldman does expect short-cycle production to respond by 2022 at the bank's higher price forecast, from core-OPEC, Russia and shale, this according to Goldman,will only lay bare the structural nature of the oil market repricing.To be sure, there will likely be a time to be tactically bearish in 2022, especially if a US-Iran deal is eventually reached. The bank's base-case assumption is for such an agreement to be reached in April, leading the bank to then trim its price target to an $80/bbl price forecast in 2Q22-4Q22 (vs. its 4Q21-1Q22 $85/bbl quarterly average forecast). This would, however, remain a tactical call and a likely timespread trade according to Courvalin, with long-dated oil prices poised to reset higher from current levels, especially as the hedging momentum shifts from US producer selling to airline buying (a move which Goldman says to position for with a long Dec-22 Brent and short Dec-22 Brent put trade recommendations).\nMeanwhile, the lack of long-cycle capex response - here you can thank the green crazy sweeping the world - the quickly diminishing OPEC spare capacity (Goldman expects normalization by early 2022), the inability for shale producers to sustain production growth (given their low reinvestment rate targets) and oil service and carbon cost inflationwill all instead point to the need for sustainably higher long-dated oil prices. Remarkably, Goldman now expects the market to return to a structural deficit by 2H23, which leads it to raise its 2023 oil price forecast from $65/bbl to $85/bbl, and the mid-cycle valuation oil price used by Goldman's equity analysts to $70/bbl.\nTranslation:expect a slew of price hikes on energy stocks in the coming days from Goldman.\nFinally, where could Goldman's forecast - which would infuriate the white house as gasoline prices are about to explode higher - be wrong? For what it's worth, the bank sees the greatest risk on the timeline of its bullish view. On the demand side, it would take a potentially new variant that renders vaccine ineffective. Beyond that, however, the bank expects limited downside risk from China, with its economists not expecting a hard landing and with our demand growth forecast driven by DMs and other EMs instead. This leaves near-term risks having to come from the supply side, most notably OPEC+, which next meets on October 4. And while an aggressively faster ramp-up in production by year-end would soften (but not derail) our projected deficit, it would only further delay the shale rebound, which would reinforce the structural nature of the next rallygiven binding under-investment in oil services by 2023.In addition, a large ramp-up in OPEC+ production would simply fast-forward the decline in global spare capacity to historically low levels, replacing a cyclical tight market with a structural one.","news_type":1,"symbols_score_info":{"CLmain":0.9,"CRUD.UK":0.9,"BZmain":0.9,"MCLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866039873,"gmtCreate":1632710215592,"gmtModify":1632798384392,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581649737390446","authorIdStr":"3581649737390446"},"themes":[],"htmlText":"Legit","listText":"Legit","text":"Legit","images":[{"img":"https://static.tigerbbs.com/6426989af630448131e1892b3bedd2ac","width":"1080","height":"1288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866039873","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":866039047,"gmtCreate":1632710193389,"gmtModify":1632798384755,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581649737390446","authorIdStr":"3581649737390446"},"themes":[],"htmlText":"Yes. Keen to","listText":"Yes. Keen to","text":"Yes. Keen to","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866039047","repostId":"2170648981","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866097591,"gmtCreate":1632710038713,"gmtModify":1632798385496,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581649737390446","authorIdStr":"3581649737390446"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866097591","repostId":"1129038507","repostType":4,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866094505,"gmtCreate":1632709907007,"gmtModify":1632798386226,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581649737390446","authorIdStr":"3581649737390446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AML.UK\">$ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC(AML.UK)$</a>nice","listText":"<a href=\"https://laohu8.com/S/AML.UK\">$ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC(AML.UK)$</a>nice","text":"$ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC(AML.UK)$nice","images":[{"img":"https://static.tigerbbs.com/311801267455f0af6f6ac32ea871b4dc","width":"1080","height":"2300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866094505","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":886264950,"gmtCreate":1631596433670,"gmtModify":1632807354408,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581649737390446","authorIdStr":"3581649737390446"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886264950","repostId":"2167390715","repostType":4,"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886265142,"gmtCreate":1631596377986,"gmtModify":1632807355139,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581649737390446","authorIdStr":"3581649737390446"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886265142","repostId":"1178276551","repostType":4,"repost":{"id":"1178276551","kind":"news","pubTimestamp":1631574947,"share":"https://www.laohu8.com/m/news/1178276551?lang=zh_CN&edition=full","pubTime":"2021-09-14 07:15","market":"us","language":"en","title":"S&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178276551","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 closed higher on Monday, ending a five-day losing streak as investo","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.</p><p><blockquote>路透纽约3月1日电——标普500周一收高，结束五连跌，因投资者关注潜在的公司税上调和即将公布的经济数据。</blockquote></p><p> The Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.</p><p><blockquote>道琼斯工业平均指数也上涨，但纳斯达克综合指数收低。</blockquote></p><p> Investors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.</p><p><blockquote>投资者更青睐价值而非增长，股市将从经济复苏中受益最多，涨幅最大。</blockquote></p><p> “There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young表示：“本月可能不会有太多积极的惊喜。”“我们正在经历另一个波动时期，我认为随着10年期债券利率在年底前慢慢走高，轮动可能会回到周期性和重新开放的交易。”</blockquote></p><p> Market participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.</p><p><blockquote>市场参与者关注美国总统拜登的3.5万亿美元预算方案可能获得通过，预计其中包括拟议将企业税率从21%上调至26.5%。</blockquote></p><p> Goldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&amp;P 500 earnings by 5% in 2022.</p><p><blockquote>高盛分析师预计，企业税率将提高至25%，外国收入税率拟议上调的约一半将获得通过，他们估计这将使标普500 2022年的盈利减少5%。</blockquote></p><p> The Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.</p><p><blockquote>美国劳工部将于周二发布消费者价格指数数据，这可能会进一步揭示当前的通胀浪潮，以及它是否像美联储坚称的那样是暂时的。</blockquote></p><p> “I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”</p><p><blockquote>杨补充道：“我认为通胀率不会回落到大流行前的2%以下。”“即使其中一些过渡力量减弱，我们仍将保持比以前更高的速度。”</blockquote></p><p> Other key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.</p><p><blockquote>本周公布的其他关键指标包括零售销售和消费者信心，这可能表明经济重新参与推动的需求繁荣在多大程度上受到了高度传染性的COVID-19德尔塔变异毒株的抑制。</blockquote></p><p> The Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&amp;P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.</p><p><blockquote>道琼斯工业平均指数上涨261.91点，涨幅0.76%，至34,869.63点；标普500上涨10.15点，涨幅0.23%，至4,468.73点；纳斯达克综合指数下跌9.91点，涨幅0.07%，至15,105.58点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.</p><p><blockquote>在标普500 11个主要板块中，医疗保健板块跌幅最大，而受原油价格上涨提振的能源板块涨幅最大。</blockquote></p><p> Shares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.</p><p><blockquote>在专家表示不广泛需要新冠加强注射后，疫苗制造商Moderna和辉瑞公司的股价分别下跌6.6%和2.2%。</blockquote></p><p> Coinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.</p><p><blockquote>Coinbase Global Inc宣布计划通过发债筹集约15亿美元，旨在为产品开发和潜在收购提供资金。加密货币交易所股价下跌2.2%。</blockquote></p><p> Salesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.</p><p><blockquote>Salesforce.com Inc下跌1.2%，竞争对手Freshworks Inc的监管文件显示，这家业务参与和客户参与软件公司的目标是在美国首次亮相时估值接近90亿美元。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.60比1；在纳斯达克，1.02比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.</p><p><blockquote>标普500创下12个52周新高和1个新低；纳斯达克综合指数录得53个新高和71个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为103亿股，而过去20个交易日的平均成交量为92.9亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</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\">\nS&P 500 snaps losing streak with tax hikes, inflation data on horizon<blockquote>标普500通过增税和通胀数据结束连跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-14 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.</p><p><blockquote>路透纽约3月1日电——标普500周一收高，结束五连跌，因投资者关注潜在的公司税上调和即将公布的经济数据。</blockquote></p><p> The Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.</p><p><blockquote>道琼斯工业平均指数也上涨，但纳斯达克综合指数收低。</blockquote></p><p> Investors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.</p><p><blockquote>投资者更青睐价值而非增长，股市将从经济复苏中受益最多，涨幅最大。</blockquote></p><p> “There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young表示：“本月可能不会有太多积极的惊喜。”“我们正在经历另一个波动时期，我认为随着10年期债券利率在年底前慢慢走高，轮动可能会回到周期性和重新开放的交易。”</blockquote></p><p> Market participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.</p><p><blockquote>市场参与者关注美国总统拜登的3.5万亿美元预算方案可能获得通过，预计其中包括拟议将企业税率从21%上调至26.5%。</blockquote></p><p> Goldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&amp;P 500 earnings by 5% in 2022.</p><p><blockquote>高盛分析师预计，企业税率将提高至25%，外国收入税率拟议上调的约一半将获得通过，他们估计这将使标普500 2022年的盈利减少5%。</blockquote></p><p> The Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.</p><p><blockquote>美国劳工部将于周二发布消费者价格指数数据，这可能会进一步揭示当前的通胀浪潮，以及它是否像美联储坚称的那样是暂时的。</blockquote></p><p> “I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”</p><p><blockquote>杨补充道：“我认为通胀率不会回落到大流行前的2%以下。”“即使其中一些过渡力量减弱，我们仍将保持比以前更高的速度。”</blockquote></p><p> Other key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.</p><p><blockquote>本周公布的其他关键指标包括零售销售和消费者信心，这可能表明经济重新参与推动的需求繁荣在多大程度上受到了高度传染性的COVID-19德尔塔变异毒株的抑制。</blockquote></p><p> The Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&amp;P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.</p><p><blockquote>道琼斯工业平均指数上涨261.91点，涨幅0.76%，至34,869.63点；标普500上涨10.15点，涨幅0.23%，至4,468.73点；纳斯达克综合指数下跌9.91点，涨幅0.07%，至15,105.58点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.</p><p><blockquote>在标普500 11个主要板块中，医疗保健板块跌幅最大，而受原油价格上涨提振的能源板块涨幅最大。</blockquote></p><p> Shares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.</p><p><blockquote>在专家表示不广泛需要新冠加强注射后，疫苗制造商Moderna和辉瑞公司的股价分别下跌6.6%和2.2%。</blockquote></p><p> Coinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.</p><p><blockquote>Coinbase Global Inc宣布计划通过发债筹集约15亿美元，旨在为产品开发和潜在收购提供资金。加密货币交易所股价下跌2.2%。</blockquote></p><p> Salesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.</p><p><blockquote>Salesforce.com Inc下跌1.2%，竞争对手Freshworks Inc的监管文件显示，这家业务参与和客户参与软件公司的目标是在美国首次亮相时估值接近90亿美元。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.60比1；在纳斯达克，1.02比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.</p><p><blockquote>标普500创下12个52周新高和1个新低；纳斯达克综合指数录得53个新高和71个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为103亿股，而过去20个交易日的平均成交量为92.9亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-snaps-losing-streak-with-tax-hikes-inflation-data-on-horizon-idUSL1N2QF2DB\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-snaps-losing-streak-with-tax-hikes-inflation-data-on-horizon-idUSL1N2QF2DB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178276551","content_text":"NEW YORK (Reuters) - The S&P 500 closed higher on Monday, ending a five-day losing streak as investors focused on potential corporate tax hikes and upcoming economic data.\nThe Dow Jones Industrial Average also advanced, but the Nasdaq Composite Index ended lower.\nInvestors favored value over growth, with stocks set to benefit most from a resurging economy enjoying the biggest percentage gains.\n“There are probably not a lot of positive surprises coming this month,” said Liz Young, head of investment strategy at SoFi in New York. “We’re having another period of volatility where I think that rotation could go back to cyclicals and the reopened trade, as the 10-year bond rate slowly grinds higher through the end of the year.”\nMarket participants are focused on the likely passage of U.S. President Joe Biden’s $3.5 trillion budget package, which is expected to include a proposed corporate tax rate hike to 26.5% from 21%.\nGoldman Sachs analysts see the corporate tax rate increasing to 25% and the passage of about half of a proposed increase to tax rates on foreign income, which they estimate would reduce S&P 500 earnings by 5% in 2022.\nThe Labor Department is due to release its consumer price index data on Tuesday, which could shed further light on the current inflation wave and whether it is as transitory as the Fed insists.\n“I don’t see inflation settling back down under 2% where it was pre-pandemic,” Young added. “Even if some of those transitory forces weaken, we will still stay at a higher rate than we were before.”\nOther key indicators due this week include retail sales and consumer sentiment, which could illuminate how much the demand boom driven by economic re-engagement has been dampened by the highly contagious COVID-19 Delta variant.\nThe Dow Jones Industrial Average rose 261.91 points, or 0.76%, to 34,869.63, the S&P 500 gained 10.15 points, or 0.23%, at 4,468.73 and the Nasdaq Composite dropped 9.91 points, or 0.07%, to 15,105.58.\nOf the 11 major sectors in the S&P 500, healthcare suffered the largest percentage loss, while energy, buoyed by rising crude prices was the biggest gainer.\nShares of vaccine makers Moderna and Pfizer Inc sank 6.6% and 2.2%, respectively, after experts said COVID booster shots are not widely needed.\nCoinbase Global Inc announced plans to raise about $1.5 billion through a debt offering aimed at funding product development and potential acquisitions. The cryptocurrency exchanges shares slid 2.2%.\nSalesforce.com Inc dipped 1.2% as rival Freshworks Inc’s regulatory filing indicated that the business engagement and customer engagement software company is aiming for a nearly $9 billion valuation in it U.S. debut.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.\nThe S&P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.\nVolume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":886264950,"gmtCreate":1631596433670,"gmtModify":1632807354408,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886264950","repostId":"2167390715","repostType":4,"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374694477,"gmtCreate":1619443217599,"gmtModify":1634273449610,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374694477","repostId":"1129188047","repostType":4,"repost":{"id":"1129188047","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619442666,"share":"https://www.laohu8.com/m/news/1129188047?lang=zh_CN&edition=full","pubTime":"2021-04-26 21:11","market":"us","language":"en","title":"Intel Blows Up But May Stage Rebound<blockquote>英特尔爆炸但可能出现反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129188047","media":"Benzinga","summary":"Shares ofIntel Corporation(NASDAQ:INTC) were hit hard on Friday, falling more than 5%. This was the ","content":"<p>Shares of<b>Intel Corporation</b>(NASDAQ:INTC) were hit hard on Friday, falling more than&nbsp;5%. This was the result of an earnings report that some investors thought was negative and they aggressively sold their shares.</p><p><blockquote>本公司之股份<b>英特尔公司</b>（纳斯达克：INTC）周五遭受重创，跌幅超过5%。这是一些投资者认为收益报告负面并积极出售股票的结果。</blockquote></p><p> However, there’s a good chance&nbsp;the stock stages a rebound from here. Not only is it oversold, but it has also reached a level that previously provided support.</p><p><blockquote>然而，该股很有可能从这里反弹。它不仅超卖，而且已经达到了之前提供支撑的水平。</blockquote></p><p> Oversold means that the stock has reached an extreme below its recent average trading range.</p><p><blockquote>超卖意味着该股已达到低于近期平均交易区间的极端水平。</blockquote></p><p> The red line on the chart below is two standard deviations below the recent 20-day average price. Statistics and probabilities theory state that all trading should be within two standard deviations of the average.</p><p><blockquote>下图中的红线比最近20日均价低两个标准差。统计学和概率论指出，所有交易都应该在平均值的两个标准差之内。</blockquote></p><p> Intel has exceeded this important threshold to the downside. This will get the attraction of computerized trading systems that are based on statistics. They will be expecting a reversion to the mean so they will be buying.</p><p><blockquote>英特尔已经超过了这一重要的下行门槛。这将吸引基于统计的计算机化交易系统。他们会期待均值回归，所以他们会买入。</blockquote></p><p> Support is a level where there is more demand for a stock than there is supply. When stocks sell off and reach support levels, they typically rebound. This is what happened with Intel&nbsp;in early March.</p><p><blockquote>支撑位是指对股票的需求大于供应的水平。当股票抛售并达到支撑位时，它们通常会反弹。这就是3月初英特尔发生的事情。</blockquote></p><p> Intel is both oversold and at support, so there’s a good chance the stock rebounds.</p><p><blockquote>英特尔既超卖又处于支撑位，因此该股很有可能反弹。</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>Intel Blows Up But May Stage Rebound<blockquote>英特尔爆炸但可能出现反弹</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\">\nIntel Blows Up But May Stage Rebound<blockquote>英特尔爆炸但可能出现反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-26 21:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Shares of<b>Intel Corporation</b>(NASDAQ:INTC) were hit hard on Friday, falling more than&nbsp;5%. This was the result of an earnings report that some investors thought was negative and they aggressively sold their shares.</p><p><blockquote>本公司之股份<b>英特尔公司</b>（纳斯达克：INTC）周五遭受重创，跌幅超过5%。这是一些投资者认为收益报告负面并积极出售股票的结果。</blockquote></p><p> However, there’s a good chance&nbsp;the stock stages a rebound from here. Not only is it oversold, but it has also reached a level that previously provided support.</p><p><blockquote>然而，该股很有可能从这里反弹。它不仅超卖，而且已经达到了之前提供支撑的水平。</blockquote></p><p> Oversold means that the stock has reached an extreme below its recent average trading range.</p><p><blockquote>超卖意味着该股已达到低于近期平均交易区间的极端水平。</blockquote></p><p> The red line on the chart below is two standard deviations below the recent 20-day average price. Statistics and probabilities theory state that all trading should be within two standard deviations of the average.</p><p><blockquote>下图中的红线比最近20日均价低两个标准差。统计学和概率论指出，所有交易都应该在平均值的两个标准差之内。</blockquote></p><p> Intel has exceeded this important threshold to the downside. This will get the attraction of computerized trading systems that are based on statistics. They will be expecting a reversion to the mean so they will be buying.</p><p><blockquote>英特尔已经超过了这一重要的下行门槛。这将吸引基于统计的计算机化交易系统。他们会期待均值回归，所以他们会买入。</blockquote></p><p> Support is a level where there is more demand for a stock than there is supply. When stocks sell off and reach support levels, they typically rebound. This is what happened with Intel&nbsp;in early March.</p><p><blockquote>支撑位是指对股票的需求大于供应的水平。当股票抛售并达到支撑位时，它们通常会反弹。这就是3月初英特尔发生的事情。</blockquote></p><p> Intel is both oversold and at support, so there’s a good chance the stock rebounds.</p><p><blockquote>英特尔既超卖又处于支撑位，因此该股很有可能反弹。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129188047","content_text":"Shares ofIntel Corporation(NASDAQ:INTC) were hit hard on Friday, falling more than 5%. This was the result of an earnings report that some investors thought was negative and they aggressively sold their shares.\nHowever, there’s a good chance the stock stages a rebound from here. Not only is it oversold, but it has also reached a level that previously provided support.\nOversold means that the stock has reached an extreme below its recent average trading range.\nThe red line on the chart below is two standard deviations below the recent 20-day average price. Statistics and probabilities theory state that all trading should be within two standard deviations of the average.\nIntel has exceeded this important threshold to the downside. This will get the attraction of computerized trading systems that are based on statistics. They will be expecting a reversion to the mean so they will be buying.\nSupport is a level where there is more demand for a stock than there is supply. When stocks sell off and reach support levels, they typically rebound. This is what happened with Intel in early March.\nIntel is both oversold and at support, so there’s a good chance the stock rebounds.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375960440,"gmtCreate":1619277814680,"gmtModify":1634287317015,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"[呆住]&nbsp;[财迷]&nbsp;","listText":"[呆住]&nbsp;[财迷]&nbsp;","text":"[呆住] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375960440","repostId":"1166519043","repostType":4,"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101330287,"gmtCreate":1619843022249,"gmtModify":1634209518152,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/101330287","repostId":"1141258080","repostType":4,"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374898675,"gmtCreate":1619435458797,"gmtModify":1634273527871,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374898675","repostId":"1146387390","repostType":4,"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":849692245,"gmtCreate":1635748910908,"gmtModify":1635748910908,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600196\">$Shanghai Fosun Pharmaceutical(Group)Co.,Ltd.(600196)$</a>Like this please","listText":"<a href=\"https://laohu8.com/S/600196\">$Shanghai Fosun Pharmaceutical(Group)Co.,Ltd.(600196)$</a>Like this please","text":"$Shanghai Fosun Pharmaceutical(Group)Co.,Ltd.(600196)$Like this please","images":[{"img":"https://static.tigerbbs.com/3727b14d2d335110ca504abc812bebdf","width":"1080","height":"2399"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849692245","isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":866039493,"gmtCreate":1632710308512,"gmtModify":1632798384026,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Good to hear that","listText":"Good to hear that","text":"Good to hear that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866039493","repostId":"1153063901","repostType":4,"repost":{"id":"1153063901","kind":"news","pubTimestamp":1632709779,"share":"https://www.laohu8.com/m/news/1153063901?lang=zh_CN&edition=full","pubTime":"2021-09-27 10:29","market":"fut","language":"en","title":"Goldman Raises Year-End Oil Price Target To $90<blockquote>高盛将年底油价目标上调至90美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153063901","media":"zerohedge","summary":"Just days after Goldman's head commodity analyst Jeff Currie told Bloomberg TV that the bankanticipa","content":"<p>Just days after Goldman's head commodity analyst Jeff Currie told Bloomberg TV that the bankanticipates oil spiking to $90 if the winter is colder than usual, on Sunday afternoon Goldman went ahead and made that its base case and in a note from energy strategist Damien Courvalin, he writes that with Brent prices reaching new highs since October 2018, the bank now forecasts that this rally will continue, \"with our year-end Brent forecast of $90/bbl vs. $80/bbl previously.\"</p><p><blockquote>就在高盛首席大宗商品分析师杰夫·柯里(Jeff Currie)告诉彭博电视台，如果冬天比平常更冷，该行预计油价将飙升至90美元几天后，周日下午，高盛继续将其作为基本假设，并在能源策略师达米安·库尔瓦林(Damien Courvalin)的一份报告中写道，随着布伦特原油价格创下2018年10月以来的新高，该行现在预测这种涨势将持续下去，“我们对布伦特原油的年终预测为90美元/桶，而之前为80美元/桶。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68ecb93c9273e8993f2a588904c9e0fa\" tg-width=\"500\" tg-height=\"403\" width=\"100%\" height=\"auto\">What tipped the scales is that while Goldman has long held a bullish oil view, \"the current global oil supply-demand deficit is larger than we expected, with the recovery in global demand from the Delta impact even faster than our above consensus forecast and with global supply remaining short of our below consensus forecasts.\"</p><p><blockquote>天平倾斜的是，尽管高盛长期以来一直持有看涨石油的观点，但“当前全球石油供需赤字比我们预期的要大，全球需求从三角洲影响中恢复的速度甚至比我们上述共识预测的还要快，全球供应仍低于我们低于共识的预测。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/96c92ef4eaeb72fc838ea4a5b251c3c7\" tg-width=\"829\" tg-height=\"779\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Among the supply factors cited by Goldman is hurricane Ida - the \"most bullish hurricane in US history\" - which more than offset the ramp-up in OPEC+ production since July with non-OPEC+ non-shale production continuing to disappoint.</p><p><blockquote>高盛列举的供应因素之一是飓风艾达——“美国历史上最乐观的飓风”——它远远抵消了自7月以来OPEC+产量的增长，而非OPEC+非页岩油产量继续令人失望。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8320c0336248104108f7e386eb699ff8\" tg-width=\"500\" tg-height=\"438\" width=\"100%\" height=\"auto\">Meanwhile, as noted above, on the demand side Goldman cited low hospitalization rates which are leading more countries to re-open, including to international travel in particularly COVID-averse countries in Asia.</p><p><blockquote>与此同时，如上所述，在需求方面，高盛指出住院率较低，这导致更多国家重新开放，包括亚洲特别厌恶新冠病毒的国家的国际旅行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32169f05ef56417ab3dbbd9295cc770e\" tg-width=\"500\" tg-height=\"410\" width=\"100%\" height=\"auto\">Finally, from a seasonal standpoint, Courvalin sees winter demand risks as \"further now squarely skewed to the upside\" as the global gas shortage will increase oil fired power generation.</p><p><blockquote>最后，从季节性角度来看，Courvalin认为冬季需求风险“现在进一步偏向上行”，因为全球天然气短缺将增加燃油发电。</blockquote></p><p> From a fundamental standpoint, the current c.4.5 mb/d observable inventory draws are the largest on record, including for global SPRs and oil on water, and follow the longest deficit on record, started in June 2020.</p><p><blockquote>从基本面角度来看，目前约4.5 mb/d的可观察库存消耗是有记录以来最大的，包括全球SPR和水上石油，并且是在2020年6月开始的有记录以来最长的赤字之后。</blockquote></p><p> For the oil bears, Goldman does not see this deficit as reversing in coming months as its scale will overwhelm both the willingness and ability for OPEC+ to ramp up, with the shale supply response just starting.</p><p><blockquote>对于看空石油的人来说，高盛认为这种赤字不会在未来几个月内逆转，因为其规模将压倒欧佩克+增产的意愿和能力，而页岩油供应反应才刚刚开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62454b6c085d29e6ba76cd2d0c7d7b81\" tg-width=\"816\" tg-height=\"716\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>This sets the stage for inventories to fall to their lowest level since 2013 by year-end (after adjusting for pipeline fill), supporting further backwardation in the oil forward curve where positioning remains low.</b></p><p><blockquote><b>这为库存在年底前降至2013年以来的最低水平（根据管道填充进行调整后）奠定了基础，支持石油远期曲线的进一步现货溢价，而头寸仍然较低。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e01fe449ec33a6a1d1bf50d067b495bb\" tg-width=\"500\" tg-height=\"451\" width=\"100%\" height=\"auto\">But what about a production response? While Goldman does expect short-cycle production to respond by 2022 at the bank's higher price forecast, from core-OPEC, Russia and shale, this according to Goldman,<b>will only lay bare the structural nature of the oil market repricing.</b>To be sure, there will likely be a time to be tactically bearish in 2022, especially if a US-Iran deal is eventually reached. The bank's base-case assumption is for such an agreement to be reached in April, leading the bank to then trim its price target to an $80/bbl price forecast in 2Q22-4Q22 (vs. its 4Q21-1Q22 $85/bbl quarterly average forecast). This would, however, remain a tactical call and a likely timespread trade according to Courvalin, with long-dated oil prices poised to reset higher from current levels, especially as the hedging momentum shifts from US producer selling to airline buying (a move which Goldman says to position for with a long Dec-22 Brent and short Dec-22 Brent put trade recommendations).</p><p><blockquote>但是生产反应呢？虽然高盛确实预计，到2022年，来自核心欧佩克、俄罗斯和页岩油的短周期产量将对该行较高的价格预测做出反应，但高盛表示，<b>只会暴露石油市场重新定价的结构性。</b>可以肯定的是，2022年可能会有战术上看跌的时候，特别是如果美伊最终达成协议的话。该银行的基本假设是，这样的协议将在4月份达成，导致该银行随后将2022年第二季度-2022年第四季度的价格目标下调至80美元/桶（而2021年第四季度-2022年第一季度的季度平均价格预测为85美元/桶）。预测）。然而，Courvalin表示，这仍将是一个战术看涨期权，也是一个可能的时间价差交易，长期油价有望从当前水平重新走高，特别是随着对冲势头从美国生产商抛售转向航空公司买入（高盛表示，建议做多12月22日布伦特原油和做空12月22日布伦特原油看跌交易）。</blockquote></p><p> Meanwhile, the lack of long-cycle capex response - here you can thank the green crazy sweeping the world - the quickly diminishing OPEC spare capacity (Goldman expects normalization by early 2022), the inability for shale producers to sustain production growth (given their low reinvestment rate targets) and oil service and carbon cost inflation<b>will all instead point to the need for sustainably higher long-dated oil prices</b>. Remarkably, Goldman now expects the market to return to a structural deficit by 2H23, which leads it to raise its 2023 oil price forecast from $65/bbl to $85/bbl, and the mid-cycle valuation oil price used by Goldman's equity analysts to $70/bbl.</p><p><blockquote>与此同时，缺乏长周期资本支出反应——在这里你可以感谢席卷全球的绿色疯狂——欧佩克闲置产能迅速减少（高盛预计到2022年初正常化），页岩油生产商无法维持产量增长（鉴于其低再投资率目标）以及石油服务和碳成本通胀<b>相反，所有人都会指出长期油价持续走高的必要性</b>值得注意的是，高盛现在预计市场将在2H23之前恢复结构性赤字，这导致其将2023年油价预测从65美元/桶上调至85美元/桶，并将高盛股票分析师使用的中期估值油价上调至70美元/桶。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7d4a9d5f515b5b0de4f63db881a2a2\" tg-width=\"824\" tg-height=\"720\" width=\"100%\" height=\"auto\">Translation:<b>expect a slew of price hikes on energy stocks in the coming days from Goldman.</b></p><p><blockquote>翻译：<b>预计高盛将在未来几天大幅提价能源股。</b></blockquote></p><p></p><p> Finally, where could Goldman's forecast - which would infuriate the white house as gasoline prices are about to explode higher - be wrong? For what it's worth, the bank sees the greatest risk on the timeline of its bullish view. On the demand side, it would take a potentially new variant that renders vaccine ineffective. Beyond that, however, the bank expects limited downside risk from China, with its economists not expecting a hard landing and with our demand growth forecast driven by DMs and other EMs instead. This leaves near-term risks having to come from the supply side, most notably OPEC+, which next meets on October 4. And while an aggressively faster ramp-up in production by year-end would soften (but not derail) our projected deficit, it would only further delay the shale rebound, which would reinforce the structural nature of the next rally<b>given binding under-investment in oil services by 2023.</b>In addition, a large ramp-up in OPEC+ production would simply fast-forward the decline in global spare capacity to historically low levels, replacing a cyclical tight market with a structural one.</p><p><blockquote>最后，高盛的预测——随着汽油价格即将飙升，这将激怒白宫——有什么错呢？无论如何，该银行认为其看涨观点的时间表存在最大的风险。在需求方面，这将需要一种潜在的新变种，使疫苗无效。然而，除此之外，该行预计来自中国的下行风险有限，其经济学家预计不会硬着陆，我们的需求增长预测将由DMs和其他新兴市场推动。这使得近期风险必须来自供应方面，尤其是欧佩克+，该组织将于10月4日举行下一次会议。尽管年底前大幅加快产量增长将缓解（但不会破坏）我们预计的赤字，但这只会进一步推迟页岩油的反弹，从而强化下一次反弹的结构性<b>鉴于到2023年石油服务投资将明显不足。</b>此外，欧佩克+产量的大幅增加只会将全球闲置产能的下降速度加快至历史低位，用结构性紧张市场取代周期性紧张市场。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fd106ecf9d01caf6e4f12691246f3fb6\" tg-width=\"810\" tg-height=\"748\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Raises Year-End Oil Price Target To $90<blockquote>高盛将年底油价目标上调至90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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Raises Year-End Oil Price Target To $90<blockquote>高盛将年底油价目标上调至90美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-27 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Just days after Goldman's head commodity analyst Jeff Currie told Bloomberg TV that the bankanticipates oil spiking to $90 if the winter is colder than usual, on Sunday afternoon Goldman went ahead and made that its base case and in a note from energy strategist Damien Courvalin, he writes that with Brent prices reaching new highs since October 2018, the bank now forecasts that this rally will continue, \"with our year-end Brent forecast of $90/bbl vs. $80/bbl previously.\"</p><p><blockquote>就在高盛首席大宗商品分析师杰夫·柯里(Jeff Currie)告诉彭博电视台，如果冬天比平常更冷，该行预计油价将飙升至90美元几天后，周日下午，高盛继续将其作为基本假设，并在能源策略师达米安·库尔瓦林(Damien Courvalin)的一份报告中写道，随着布伦特原油价格创下2018年10月以来的新高，该行现在预测这种涨势将持续下去，“我们对布伦特原油的年终预测为90美元/桶，而之前为80美元/桶。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68ecb93c9273e8993f2a588904c9e0fa\" tg-width=\"500\" tg-height=\"403\" width=\"100%\" height=\"auto\">What tipped the scales is that while Goldman has long held a bullish oil view, \"the current global oil supply-demand deficit is larger than we expected, with the recovery in global demand from the Delta impact even faster than our above consensus forecast and with global supply remaining short of our below consensus forecasts.\"</p><p><blockquote>天平倾斜的是，尽管高盛长期以来一直持有看涨石油的观点，但“当前全球石油供需赤字比我们预期的要大，全球需求从三角洲影响中恢复的速度甚至比我们上述共识预测的还要快，全球供应仍低于我们低于共识的预测。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/96c92ef4eaeb72fc838ea4a5b251c3c7\" tg-width=\"829\" tg-height=\"779\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Among the supply factors cited by Goldman is hurricane Ida - the \"most bullish hurricane in US history\" - which more than offset the ramp-up in OPEC+ production since July with non-OPEC+ non-shale production continuing to disappoint.</p><p><blockquote>高盛列举的供应因素之一是飓风艾达——“美国历史上最乐观的飓风”——它远远抵消了自7月以来OPEC+产量的增长，而非OPEC+非页岩油产量继续令人失望。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8320c0336248104108f7e386eb699ff8\" tg-width=\"500\" tg-height=\"438\" width=\"100%\" height=\"auto\">Meanwhile, as noted above, on the demand side Goldman cited low hospitalization rates which are leading more countries to re-open, including to international travel in particularly COVID-averse countries in Asia.</p><p><blockquote>与此同时，如上所述，在需求方面，高盛指出住院率较低，这导致更多国家重新开放，包括亚洲特别厌恶新冠病毒的国家的国际旅行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32169f05ef56417ab3dbbd9295cc770e\" tg-width=\"500\" tg-height=\"410\" width=\"100%\" height=\"auto\">Finally, from a seasonal standpoint, Courvalin sees winter demand risks as \"further now squarely skewed to the upside\" as the global gas shortage will increase oil fired power generation.</p><p><blockquote>最后，从季节性角度来看，Courvalin认为冬季需求风险“现在进一步偏向上行”，因为全球天然气短缺将增加燃油发电。</blockquote></p><p> From a fundamental standpoint, the current c.4.5 mb/d observable inventory draws are the largest on record, including for global SPRs and oil on water, and follow the longest deficit on record, started in June 2020.</p><p><blockquote>从基本面角度来看，目前约4.5 mb/d的可观察库存消耗是有记录以来最大的，包括全球SPR和水上石油，并且是在2020年6月开始的有记录以来最长的赤字之后。</blockquote></p><p> For the oil bears, Goldman does not see this deficit as reversing in coming months as its scale will overwhelm both the willingness and ability for OPEC+ to ramp up, with the shale supply response just starting.</p><p><blockquote>对于看空石油的人来说，高盛认为这种赤字不会在未来几个月内逆转，因为其规模将压倒欧佩克+增产的意愿和能力，而页岩油供应反应才刚刚开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62454b6c085d29e6ba76cd2d0c7d7b81\" tg-width=\"816\" tg-height=\"716\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>This sets the stage for inventories to fall to their lowest level since 2013 by year-end (after adjusting for pipeline fill), supporting further backwardation in the oil forward curve where positioning remains low.</b></p><p><blockquote><b>这为库存在年底前降至2013年以来的最低水平（根据管道填充进行调整后）奠定了基础，支持石油远期曲线的进一步现货溢价，而头寸仍然较低。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e01fe449ec33a6a1d1bf50d067b495bb\" tg-width=\"500\" tg-height=\"451\" width=\"100%\" height=\"auto\">But what about a production response? While Goldman does expect short-cycle production to respond by 2022 at the bank's higher price forecast, from core-OPEC, Russia and shale, this according to Goldman,<b>will only lay bare the structural nature of the oil market repricing.</b>To be sure, there will likely be a time to be tactically bearish in 2022, especially if a US-Iran deal is eventually reached. The bank's base-case assumption is for such an agreement to be reached in April, leading the bank to then trim its price target to an $80/bbl price forecast in 2Q22-4Q22 (vs. its 4Q21-1Q22 $85/bbl quarterly average forecast). This would, however, remain a tactical call and a likely timespread trade according to Courvalin, with long-dated oil prices poised to reset higher from current levels, especially as the hedging momentum shifts from US producer selling to airline buying (a move which Goldman says to position for with a long Dec-22 Brent and short Dec-22 Brent put trade recommendations).</p><p><blockquote>但是生产反应呢？虽然高盛确实预计，到2022年，来自核心欧佩克、俄罗斯和页岩油的短周期产量将对该行较高的价格预测做出反应，但高盛表示，<b>只会暴露石油市场重新定价的结构性。</b>可以肯定的是，2022年可能会有战术上看跌的时候，特别是如果美伊最终达成协议的话。该银行的基本假设是，这样的协议将在4月份达成，导致该银行随后将2022年第二季度-2022年第四季度的价格目标下调至80美元/桶（而2021年第四季度-2022年第一季度的季度平均价格预测为85美元/桶）。预测）。然而，Courvalin表示，这仍将是一个战术看涨期权，也是一个可能的时间价差交易，长期油价有望从当前水平重新走高，特别是随着对冲势头从美国生产商抛售转向航空公司买入（高盛表示，建议做多12月22日布伦特原油和做空12月22日布伦特原油看跌交易）。</blockquote></p><p> Meanwhile, the lack of long-cycle capex response - here you can thank the green crazy sweeping the world - the quickly diminishing OPEC spare capacity (Goldman expects normalization by early 2022), the inability for shale producers to sustain production growth (given their low reinvestment rate targets) and oil service and carbon cost inflation<b>will all instead point to the need for sustainably higher long-dated oil prices</b>. Remarkably, Goldman now expects the market to return to a structural deficit by 2H23, which leads it to raise its 2023 oil price forecast from $65/bbl to $85/bbl, and the mid-cycle valuation oil price used by Goldman's equity analysts to $70/bbl.</p><p><blockquote>与此同时，缺乏长周期资本支出反应——在这里你可以感谢席卷全球的绿色疯狂——欧佩克闲置产能迅速减少（高盛预计到2022年初正常化），页岩油生产商无法维持产量增长（鉴于其低再投资率目标）以及石油服务和碳成本通胀<b>相反，所有人都会指出长期油价持续走高的必要性</b>值得注意的是，高盛现在预计市场将在2H23之前恢复结构性赤字，这导致其将2023年油价预测从65美元/桶上调至85美元/桶，并将高盛股票分析师使用的中期估值油价上调至70美元/桶。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7d4a9d5f515b5b0de4f63db881a2a2\" tg-width=\"824\" tg-height=\"720\" width=\"100%\" height=\"auto\">Translation:<b>expect a slew of price hikes on energy stocks in the coming days from Goldman.</b></p><p><blockquote>翻译：<b>预计高盛将在未来几天大幅提价能源股。</b></blockquote></p><p></p><p> Finally, where could Goldman's forecast - which would infuriate the white house as gasoline prices are about to explode higher - be wrong? For what it's worth, the bank sees the greatest risk on the timeline of its bullish view. On the demand side, it would take a potentially new variant that renders vaccine ineffective. Beyond that, however, the bank expects limited downside risk from China, with its economists not expecting a hard landing and with our demand growth forecast driven by DMs and other EMs instead. This leaves near-term risks having to come from the supply side, most notably OPEC+, which next meets on October 4. And while an aggressively faster ramp-up in production by year-end would soften (but not derail) our projected deficit, it would only further delay the shale rebound, which would reinforce the structural nature of the next rally<b>given binding under-investment in oil services by 2023.</b>In addition, a large ramp-up in OPEC+ production would simply fast-forward the decline in global spare capacity to historically low levels, replacing a cyclical tight market with a structural one.</p><p><blockquote>最后，高盛的预测——随着汽油价格即将飙升，这将激怒白宫——有什么错呢？无论如何，该银行认为其看涨观点的时间表存在最大的风险。在需求方面，这将需要一种潜在的新变种，使疫苗无效。然而，除此之外，该行预计来自中国的下行风险有限，其经济学家预计不会硬着陆，我们的需求增长预测将由DMs和其他新兴市场推动。这使得近期风险必须来自供应方面，尤其是欧佩克+，该组织将于10月4日举行下一次会议。尽管年底前大幅加快产量增长将缓解（但不会破坏）我们预计的赤字，但这只会进一步推迟页岩油的反弹，从而强化下一次反弹的结构性<b>鉴于到2023年石油服务投资将明显不足。</b>此外，欧佩克+产量的大幅增加只会将全球闲置产能的下降速度加快至历史低位，用结构性紧张市场取代周期性紧张市场。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fd106ecf9d01caf6e4f12691246f3fb6\" tg-width=\"810\" tg-height=\"748\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/goldman-raises-year-end-oil-price-target-90?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUD.UK":"WTI原油ETF"},"source_url":"https://www.zerohedge.com/markets/goldman-raises-year-end-oil-price-target-90?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153063901","content_text":"Just days after Goldman's head commodity analyst Jeff Currie told Bloomberg TV that the bankanticipates oil spiking to $90 if the winter is colder than usual, on Sunday afternoon Goldman went ahead and made that its base case and in a note from energy strategist Damien Courvalin, he writes that with Brent prices reaching new highs since October 2018, the bank now forecasts that this rally will continue, \"with our year-end Brent forecast of $90/bbl vs. $80/bbl previously.\"\nWhat tipped the scales is that while Goldman has long held a bullish oil view, \"the current global oil supply-demand deficit is larger than we expected, with the recovery in global demand from the Delta impact even faster than our above consensus forecast and with global supply remaining short of our below consensus forecasts.\"\n\nAmong the supply factors cited by Goldman is hurricane Ida - the \"most bullish hurricane in US history\" - which more than offset the ramp-up in OPEC+ production since July with non-OPEC+ non-shale production continuing to disappoint.\nMeanwhile, as noted above, on the demand side Goldman cited low hospitalization rates which are leading more countries to re-open, including to international travel in particularly COVID-averse countries in Asia.\nFinally, from a seasonal standpoint, Courvalin sees winter demand risks as \"further now squarely skewed to the upside\" as the global gas shortage will increase oil fired power generation.\nFrom a fundamental standpoint, the current c.4.5 mb/d observable inventory draws are the largest on record, including for global SPRs and oil on water, and follow the longest deficit on record, started in June 2020.\nFor the oil bears, Goldman does not see this deficit as reversing in coming months as its scale will overwhelm both the willingness and ability for OPEC+ to ramp up, with the shale supply response just starting.\n\nThis sets the stage for inventories to fall to their lowest level since 2013 by year-end (after adjusting for pipeline fill), supporting further backwardation in the oil forward curve where positioning remains low.\nBut what about a production response? While Goldman does expect short-cycle production to respond by 2022 at the bank's higher price forecast, from core-OPEC, Russia and shale, this according to Goldman,will only lay bare the structural nature of the oil market repricing.To be sure, there will likely be a time to be tactically bearish in 2022, especially if a US-Iran deal is eventually reached. The bank's base-case assumption is for such an agreement to be reached in April, leading the bank to then trim its price target to an $80/bbl price forecast in 2Q22-4Q22 (vs. its 4Q21-1Q22 $85/bbl quarterly average forecast). This would, however, remain a tactical call and a likely timespread trade according to Courvalin, with long-dated oil prices poised to reset higher from current levels, especially as the hedging momentum shifts from US producer selling to airline buying (a move which Goldman says to position for with a long Dec-22 Brent and short Dec-22 Brent put trade recommendations).\nMeanwhile, the lack of long-cycle capex response - here you can thank the green crazy sweeping the world - the quickly diminishing OPEC spare capacity (Goldman expects normalization by early 2022), the inability for shale producers to sustain production growth (given their low reinvestment rate targets) and oil service and carbon cost inflationwill all instead point to the need for sustainably higher long-dated oil prices. Remarkably, Goldman now expects the market to return to a structural deficit by 2H23, which leads it to raise its 2023 oil price forecast from $65/bbl to $85/bbl, and the mid-cycle valuation oil price used by Goldman's equity analysts to $70/bbl.\nTranslation:expect a slew of price hikes on energy stocks in the coming days from Goldman.\nFinally, where could Goldman's forecast - which would infuriate the white house as gasoline prices are about to explode higher - be wrong? For what it's worth, the bank sees the greatest risk on the timeline of its bullish view. On the demand side, it would take a potentially new variant that renders vaccine ineffective. Beyond that, however, the bank expects limited downside risk from China, with its economists not expecting a hard landing and with our demand growth forecast driven by DMs and other EMs instead. This leaves near-term risks having to come from the supply side, most notably OPEC+, which next meets on October 4. And while an aggressively faster ramp-up in production by year-end would soften (but not derail) our projected deficit, it would only further delay the shale rebound, which would reinforce the structural nature of the next rallygiven binding under-investment in oil services by 2023.In addition, a large ramp-up in OPEC+ production would simply fast-forward the decline in global spare capacity to historically low levels, replacing a cyclical tight market with a structural one.","news_type":1,"symbols_score_info":{"CLmain":0.9,"CRUD.UK":0.9,"BZmain":0.9,"MCLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105239338,"gmtCreate":1620304742824,"gmtModify":1634206240930,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105239338","repostId":"1116712063","repostType":4,"repost":{"id":"1116712063","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":1620302630,"share":"https://www.laohu8.com/m/news/1116712063?lang=zh_CN&edition=full","pubTime":"2021-05-06 20:03","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116712063","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Thursday ahead of data that is expected to show a decline in weekly","content":"<p>U.S. stock index futures rose on Thursday ahead of data that is expected to show a decline in weekly jobless claims, while shares of vaccine makers looked to extend losses after President Joe Biden’s plan to back intellectual property waivers on COVID-19 shots.</p><p><blockquote>美国股指期货周四上涨，数据预计将显示每周初请失业金人数下降，而在总统乔·拜登计划支持COVID-19疫苗的知识产权豁免后，疫苗制造商的股价可能会扩大跌幅。</blockquote></p><p>At 8:05 a.m. ET, Dow E-minis were up 41 points, or 0.12%, S&amp;P 500 E-minis were up 3.5 points, or 0.08% and Nasdaq 100 E-minis were up 21.25 points, or 0.16%.</p><p><blockquote>截至美国东部时间上午8:05，道指E-minis上涨41点，涨幅0.12%，标普500 E-minis上涨3.5点，涨幅0.08%，纳斯达克100 E-minis上涨21.25点，涨幅0.16%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cf7bc0f347d679778d9dae2d71af6fe\" tg-width=\"781\" tg-height=\"264\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:05</span></p></blockquote></p><p>Shares in Pfizer Inc, Moderna Inc, Johnson &amp; Johnson and Novavax Inc, all involved in the making of COVID-19 vaccines, fell between 0.6% and 5.4% in premarket trading.</p><p><blockquote>辉瑞公司、Moderna公司、强生公司和Novavax公司的股价在盘前交易中下跌了0.6%至5.4%，这些公司都参与了COVID-19疫苗的生产。</blockquote></p><p>The declines were triggered after Biden said he had backed a World Trade Organization waiver for vaccine intellectual property to enhance the fight against the pandemic.</p><p><blockquote>拜登表示，他支持世界贸易组织放弃疫苗知识产权，以加强抗击疫情的斗争，引发了股价下跌。</blockquote></p><p>The Dow Jones Industrial Average ended at a record high in the previous session, supported by a rise in economically sensitive cyclical stocks, while the Nasdaq was hit by declines in growth stocks.</p><p><blockquote>道琼斯工业平均指数前一交易日收于历史新高，受到对经济敏感的周期性股票上涨的支撑，而纳斯达克则受到成长股下跌的打击。</blockquote></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p><b>Etsy(ETSY)</b> – Etsy shares plunged 11.1% in premarket trading after the online crafts marketplacewarned of slowing user growth. Etsy beat estimates by 12 cents a share, with quarterly profit of $1.00 per share. Revenue also beat forecasts. Etsy declined to provide full-year financial guidance.</p><p><blockquote><b>Etsy(ETSY)</b>-在线工艺品市场警告用户增长放缓后，Etsy股价在盘前交易中暴跌11.1%。Etsy每股超出预期12美分，季度利润为每股1.00美元。收入也超出预期。Etsy拒绝提供全年财务指引。</blockquote></p><p><b>Uber(UBER)</b> – Uberlost 6 cents per sharefor its latest quarter, compared to expectations of a 54 cents a share loss. Revenue was below forecasts, however, and Uber indicated it would pay drivers more to get cars back in service as the economy rebounds. Uber fell 3.7% in premarket trading.</p><p><blockquote><b>优步（Uber）</b>-Uber最近一个季度每股亏损6美分，而预期每股亏损54美分。然而，收入低于预期，优步表示，随着经济反弹，它将向司机支付更多费用，以让汽车重新投入使用。Uber在盘前交易中下跌3.7%。</blockquote></p><p><b>Zynga(ZNGA)</b> – Zynga earned 8 cents per share for the first quarter, a penny a share shy of estimates. The mobile game producer's revenue exceeded estimates and Zynga raised its full-year guidance on expectations of strong demand for its live gaming services. Its shares surged 5% in premarket action.</p><p><blockquote><b>Zynga(ZNGA)</b>-Zynga第一季度每股盈利8美分，比预期低1美分。这家手机游戏制作商的收入超出了预期，Zynga上调了全年指引，原因是对其直播游戏服务需求强劲的预期。其股价在盘前上涨5%。</blockquote></p><p><b>Rocket Companies(RKT)</b> – Rocket Companies reported quarterly earnings of 89 cents per share, in line with forecasts. Loan volume for the lender jumped during the quarter, but current-quarter guidance for the key metric of \"gain-on-sale\" margins is well below first-quarter levels. Its shares plummeted 13.6% in premarket trading.</p><p><blockquote><b>火箭公司(RKT)</b>-火箭公司报告季度收益为每股89美分，符合预期。该银行的贷款量在本季度大幅增长，但当前季度对“销售收益”利润率这一关键指标的指引远低于第一季度的水平。其股价在盘前交易中暴跌13.6%。</blockquote></p><p><b>Moderna(MRNA)</b> – Moderna shares fell 5.4% in premarket trading after the drugmakerreported better-than-expected earningsfor the first quarter. Revenue fell short of forecasts. The company raised its sales forecast for its Covid-19 vaccine for 2021 by 4.3% to $19.2 billion.</p><p><blockquote><b>现代（MRNA）</b>-Moderna公布第一季度盈利好于预期后，该公司股价在盘前交易中下跌5.4%。营收未达预期。该公司将2021年新冠疫苗的销售额预期上调4.3%至192亿美元。</blockquote></p><p><b>Becton Dickinson(BDX)</b> – The medical products company beat estimates by 15 cents a share, with quarterly earnings of $3.19 per share. Revenue also topped expectations on strong contributions from C-19 testing. Becton Dickinson announced it would spin off its diabetes care business into a separate publicly traded company. Its shares rallied 4% in the premarket.</p><p><blockquote><b>贝克顿·迪金森(BDX)</b>–这家医疗产品公司每股收益超出预期15美分，季度收益为每股3.19美元。由于C-19测试的强劲贡献，收入也超出了预期。Becton Dickinson宣布将其糖尿病护理业务分拆为一家独立的上市公司。其股价盘前上涨4%。</blockquote></p><p><b>Regeneron Pharmaceuticals(REGN)</b> – The drugmaker earned $9.89 per share for the first quarter, beating the $9 a share consensus estimate. Revenue also topped analysts' forecasts, boosted by a strong rebound in sales of Regeneron's Eylea eye disease drug and the contribution from its Covid-19 antibody cocktail treatment. Regeneron rose 1% in premarket trading.</p><p><blockquote><b>再生元制药(REGN)</b>–该制药商第一季度每股收益9.89美元，超出每股9美元的普遍预期。受再生元（Regeneron）眼病药物Eylea销售强劲反弹及其Covid-19抗体鸡尾酒疗法的贡献推动，收入也超出了分析师的预期。再生元在盘前交易中上涨1%。</blockquote></p><p><b>Norwegian Cruise Line(NCLH)</b> – The cruise line operator reported a slightly smaller-than-expected quarterly loss, while first-quarter revenue was well below analysts' forecasts. It also said a mid-summer restart for cruises could be in jeopardy, given the time needed to strike an agreement with authorities and to get ships ready to sail. The stock lost 1.8% in premarket trading.</p><p><blockquote><b>挪威邮轮公司(NCLH)</b>-这家邮轮运营商公布的季度亏损略低于预期，而第一季度营收远低于分析师预期。它还表示，考虑到与当局达成协议并让船只做好航行准备需要时间，仲夏重启游轮可能会面临危险。该股在盘前交易中下跌1.8%。</blockquote></p><p><b>Tapestry(TPR)</b> – The maker of Coach and other luxury products beat estimates by 20 cents a share, with quarterly earnings of 51 cents per share. Revenue also came in above estimates. Tapestry gave an upbeat full-year forecast on a rebound in demand for luxury goods.</p><p><blockquote><b>挂毯(TPR)</b>-这家蔻驰和其他奢侈品制造商每股收益超出预期20美分，季度收益为每股51美分。收入也高于预期。Tapestry对奢侈品需求反弹给出了乐观的全年预测。</blockquote></p><p><b>ViacomCBS(VIAC) </b>– The media company's shares added 2.4% in the premarket, after it exceeded estimates by 30 cents a share, reporting quarterly profit of $1.52 per share. Revenue was also above estimates, thanks to higher affiliate fees and improved ad sales.</p><p><blockquote><b>维亚康姆哥伦比亚广播公司(VIAC)</b>–该媒体公司股价盘前上涨2.4%，每股超出预期30美分，报告季度利润为每股1.52美元。由于代销商费用增加和广告销售改善，收入也高于预期。</blockquote></p><p><b>PayPal(PYPL) </b>– PayPal jumped 4.5% in the premarket after it came in 21 cents a share ahead of estimates, withquarterly earnings of $1.22 per share. Revenue for the online payment service also came in above Wall Street forecasts. The pandemic-induced increase in online payment volume continues to benefit PayPal's bottom line.</p><p><blockquote><b>PayPal(PYPL)</b>-PayPal股价上涨4.5%，每股收益超出预期21美分，季度收益为每股1.22美元。在线支付服务的收入也高于华尔街的预期。疫情引发的在线支付量增长继续有利于PayPal的盈利。</blockquote></p><p></p><p><b>Sunrun(RUN)</b> – The solar equipment company stock surged 8.4% in premarket trading after its first-quarter earnings matched estimates and revenue exceeded forecasts. Sunrun also increased its growth rate projections, based on growing demand in the solar industry.</p><p><blockquote><b>Sunrun（运行）</b>-这家太阳能设备公司第一季度盈利符合预期且收入超出预期后，股价在盘前交易中飙升8.4%。基于太阳能行业不断增长的需求，Sunrun还提高了增长率预测。</blockquote></p><p><b>Fastly(FSLY) </b>– Fastly shares plunged 18.5% in the premarket after the internet content platform provider gave lighter-than-expected guidance and also announced that Chief Financial Officer Andriel Lares would step down.</p><p><blockquote><b>快速(FSLY)</b>-Fastly股价在盘前暴跌18.5%，此前这家互联网内容平台提供商给出了低于预期的指引，并宣布首席财务官Andriel Lares将辞职。</blockquote></p><p><b>Anheuser-Busch InBev(BUD)</b> – Anheuser-Bush announced that CEO Carlos Brito would step down in July after 15 years of leading the beer brewer. He'll be replaced by North American chief Michel Doukeris. Shares rallied 5.1% in the premarket.</p><p><blockquote><b>百威英博(BUD)</b>-安海斯-布什(Anheuser-Bush)宣布首席执行官卡洛斯·布里托(Carlos Brito)将于7月辞职，此前他领导了这家啤酒酿造商15年。他将由北美首席米歇尔·杜克里斯(Michel Doukeris)接替。盘前股价上涨5.1%。</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>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-06 20:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures rose on Thursday ahead of data that is expected to show a decline in weekly jobless claims, while shares of vaccine makers looked to extend losses after President Joe Biden’s plan to back intellectual property waivers on COVID-19 shots.</p><p><blockquote>美国股指期货周四上涨，数据预计将显示每周初请失业金人数下降，而在总统乔·拜登计划支持COVID-19疫苗的知识产权豁免后，疫苗制造商的股价可能会扩大跌幅。</blockquote></p><p>At 8:05 a.m. ET, Dow E-minis were up 41 points, or 0.12%, S&amp;P 500 E-minis were up 3.5 points, or 0.08% and Nasdaq 100 E-minis were up 21.25 points, or 0.16%.</p><p><blockquote>截至美国东部时间上午8:05，道指E-minis上涨41点，涨幅0.12%，标普500 E-minis上涨3.5点，涨幅0.08%，纳斯达克100 E-minis上涨21.25点，涨幅0.16%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cf7bc0f347d679778d9dae2d71af6fe\" tg-width=\"781\" tg-height=\"264\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade，美国东部时间08:05</span></p></blockquote></p><p>Shares in Pfizer Inc, Moderna Inc, Johnson &amp; Johnson and Novavax Inc, all involved in the making of COVID-19 vaccines, fell between 0.6% and 5.4% in premarket trading.</p><p><blockquote>辉瑞公司、Moderna公司、强生公司和Novavax公司的股价在盘前交易中下跌了0.6%至5.4%，这些公司都参与了COVID-19疫苗的生产。</blockquote></p><p>The declines were triggered after Biden said he had backed a World Trade Organization waiver for vaccine intellectual property to enhance the fight against the pandemic.</p><p><blockquote>拜登表示，他支持世界贸易组织放弃疫苗知识产权，以加强抗击疫情的斗争，引发了股价下跌。</blockquote></p><p>The Dow Jones Industrial Average ended at a record high in the previous session, supported by a rise in economically sensitive cyclical stocks, while the Nasdaq was hit by declines in growth stocks.</p><p><blockquote>道琼斯工业平均指数前一交易日收于历史新高，受到对经济敏感的周期性股票上涨的支撑，而纳斯达克则受到成长股下跌的打击。</blockquote></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p><b>Etsy(ETSY)</b> – Etsy shares plunged 11.1% in premarket trading after the online crafts marketplacewarned of slowing user growth. Etsy beat estimates by 12 cents a share, with quarterly profit of $1.00 per share. Revenue also beat forecasts. Etsy declined to provide full-year financial guidance.</p><p><blockquote><b>Etsy(ETSY)</b>-在线工艺品市场警告用户增长放缓后，Etsy股价在盘前交易中暴跌11.1%。Etsy每股超出预期12美分，季度利润为每股1.00美元。收入也超出预期。Etsy拒绝提供全年财务指引。</blockquote></p><p><b>Uber(UBER)</b> – Uberlost 6 cents per sharefor its latest quarter, compared to expectations of a 54 cents a share loss. Revenue was below forecasts, however, and Uber indicated it would pay drivers more to get cars back in service as the economy rebounds. Uber fell 3.7% in premarket trading.</p><p><blockquote><b>优步（Uber）</b>-Uber最近一个季度每股亏损6美分，而预期每股亏损54美分。然而，收入低于预期，优步表示，随着经济反弹，它将向司机支付更多费用，以让汽车重新投入使用。Uber在盘前交易中下跌3.7%。</blockquote></p><p><b>Zynga(ZNGA)</b> – Zynga earned 8 cents per share for the first quarter, a penny a share shy of estimates. The mobile game producer's revenue exceeded estimates and Zynga raised its full-year guidance on expectations of strong demand for its live gaming services. Its shares surged 5% in premarket action.</p><p><blockquote><b>Zynga(ZNGA)</b>-Zynga第一季度每股盈利8美分，比预期低1美分。这家手机游戏制作商的收入超出了预期，Zynga上调了全年指引，原因是对其直播游戏服务需求强劲的预期。其股价在盘前上涨5%。</blockquote></p><p><b>Rocket Companies(RKT)</b> – Rocket Companies reported quarterly earnings of 89 cents per share, in line with forecasts. Loan volume for the lender jumped during the quarter, but current-quarter guidance for the key metric of \"gain-on-sale\" margins is well below first-quarter levels. Its shares plummeted 13.6% in premarket trading.</p><p><blockquote><b>火箭公司(RKT)</b>-火箭公司报告季度收益为每股89美分，符合预期。该银行的贷款量在本季度大幅增长，但当前季度对“销售收益”利润率这一关键指标的指引远低于第一季度的水平。其股价在盘前交易中暴跌13.6%。</blockquote></p><p><b>Moderna(MRNA)</b> – Moderna shares fell 5.4% in premarket trading after the drugmakerreported better-than-expected earningsfor the first quarter. Revenue fell short of forecasts. The company raised its sales forecast for its Covid-19 vaccine for 2021 by 4.3% to $19.2 billion.</p><p><blockquote><b>现代（MRNA）</b>-Moderna公布第一季度盈利好于预期后，该公司股价在盘前交易中下跌5.4%。营收未达预期。该公司将2021年新冠疫苗的销售额预期上调4.3%至192亿美元。</blockquote></p><p><b>Becton Dickinson(BDX)</b> – The medical products company beat estimates by 15 cents a share, with quarterly earnings of $3.19 per share. Revenue also topped expectations on strong contributions from C-19 testing. Becton Dickinson announced it would spin off its diabetes care business into a separate publicly traded company. Its shares rallied 4% in the premarket.</p><p><blockquote><b>贝克顿·迪金森(BDX)</b>–这家医疗产品公司每股收益超出预期15美分，季度收益为每股3.19美元。由于C-19测试的强劲贡献，收入也超出了预期。Becton Dickinson宣布将其糖尿病护理业务分拆为一家独立的上市公司。其股价盘前上涨4%。</blockquote></p><p><b>Regeneron Pharmaceuticals(REGN)</b> – The drugmaker earned $9.89 per share for the first quarter, beating the $9 a share consensus estimate. Revenue also topped analysts' forecasts, boosted by a strong rebound in sales of Regeneron's Eylea eye disease drug and the contribution from its Covid-19 antibody cocktail treatment. Regeneron rose 1% in premarket trading.</p><p><blockquote><b>再生元制药(REGN)</b>–该制药商第一季度每股收益9.89美元，超出每股9美元的普遍预期。受再生元（Regeneron）眼病药物Eylea销售强劲反弹及其Covid-19抗体鸡尾酒疗法的贡献推动，收入也超出了分析师的预期。再生元在盘前交易中上涨1%。</blockquote></p><p><b>Norwegian Cruise Line(NCLH)</b> – The cruise line operator reported a slightly smaller-than-expected quarterly loss, while first-quarter revenue was well below analysts' forecasts. It also said a mid-summer restart for cruises could be in jeopardy, given the time needed to strike an agreement with authorities and to get ships ready to sail. The stock lost 1.8% in premarket trading.</p><p><blockquote><b>挪威邮轮公司(NCLH)</b>-这家邮轮运营商公布的季度亏损略低于预期，而第一季度营收远低于分析师预期。它还表示，考虑到与当局达成协议并让船只做好航行准备需要时间，仲夏重启游轮可能会面临危险。该股在盘前交易中下跌1.8%。</blockquote></p><p><b>Tapestry(TPR)</b> – The maker of Coach and other luxury products beat estimates by 20 cents a share, with quarterly earnings of 51 cents per share. Revenue also came in above estimates. Tapestry gave an upbeat full-year forecast on a rebound in demand for luxury goods.</p><p><blockquote><b>挂毯(TPR)</b>-这家蔻驰和其他奢侈品制造商每股收益超出预期20美分，季度收益为每股51美分。收入也高于预期。Tapestry对奢侈品需求反弹给出了乐观的全年预测。</blockquote></p><p><b>ViacomCBS(VIAC) </b>– The media company's shares added 2.4% in the premarket, after it exceeded estimates by 30 cents a share, reporting quarterly profit of $1.52 per share. Revenue was also above estimates, thanks to higher affiliate fees and improved ad sales.</p><p><blockquote><b>维亚康姆哥伦比亚广播公司(VIAC)</b>–该媒体公司股价盘前上涨2.4%，每股超出预期30美分，报告季度利润为每股1.52美元。由于代销商费用增加和广告销售改善，收入也高于预期。</blockquote></p><p><b>PayPal(PYPL) </b>– PayPal jumped 4.5% in the premarket after it came in 21 cents a share ahead of estimates, withquarterly earnings of $1.22 per share. Revenue for the online payment service also came in above Wall Street forecasts. The pandemic-induced increase in online payment volume continues to benefit PayPal's bottom line.</p><p><blockquote><b>PayPal(PYPL)</b>-PayPal股价上涨4.5%，每股收益超出预期21美分，季度收益为每股1.22美元。在线支付服务的收入也高于华尔街的预期。疫情引发的在线支付量增长继续有利于PayPal的盈利。</blockquote></p><p></p><p><b>Sunrun(RUN)</b> – The solar equipment company stock surged 8.4% in premarket trading after its first-quarter earnings matched estimates and revenue exceeded forecasts. Sunrun also increased its growth rate projections, based on growing demand in the solar industry.</p><p><blockquote><b>Sunrun（运行）</b>-这家太阳能设备公司第一季度盈利符合预期且收入超出预期后，股价在盘前交易中飙升8.4%。基于太阳能行业不断增长的需求，Sunrun还提高了增长率预测。</blockquote></p><p><b>Fastly(FSLY) </b>– Fastly shares plunged 18.5% in the premarket after the internet content platform provider gave lighter-than-expected guidance and also announced that Chief Financial Officer Andriel Lares would step down.</p><p><blockquote><b>快速(FSLY)</b>-Fastly股价在盘前暴跌18.5%，此前这家互联网内容平台提供商给出了低于预期的指引，并宣布首席财务官Andriel Lares将辞职。</blockquote></p><p><b>Anheuser-Busch InBev(BUD)</b> – Anheuser-Bush announced that CEO Carlos Brito would step down in July after 15 years of leading the beer brewer. He'll be replaced by North American chief Michel Doukeris. Shares rallied 5.1% in the premarket.</p><p><blockquote><b>百威英博(BUD)</b>-安海斯-布什(Anheuser-Bush)宣布首席执行官卡洛斯·布里托(Carlos Brito)将于7月辞职，此前他领导了这家啤酒酿造商15年。他将由北美首席米歇尔·杜克里斯(Michel Doukeris)接替。盘前股价上涨5.1%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116712063","content_text":"U.S. stock index futures rose on Thursday ahead of data that is expected to show a decline in weekly jobless claims, while shares of vaccine makers looked to extend losses after President Joe Biden’s plan to back intellectual property waivers on COVID-19 shots.At 8:05 a.m. ET, Dow E-minis were up 41 points, or 0.12%, S&P 500 E-minis were up 3.5 points, or 0.08% and Nasdaq 100 E-minis were up 21.25 points, or 0.16%.*Source From Tiger Trade, EST 08:05Shares in Pfizer Inc, Moderna Inc, Johnson & Johnson and Novavax Inc, all involved in the making of COVID-19 vaccines, fell between 0.6% and 5.4% in premarket trading.The declines were triggered after Biden said he had backed a World Trade Organization waiver for vaccine intellectual property to enhance the fight against the pandemic.The Dow Jones Industrial Average ended at a record high in the previous session, supported by a rise in economically sensitive cyclical stocks, while the Nasdaq was hit by declines in growth stocks.Stocks making the biggest moves in the premarket:Etsy(ETSY) – Etsy shares plunged 11.1% in premarket trading after the online crafts marketplacewarned of slowing user growth. Etsy beat estimates by 12 cents a share, with quarterly profit of $1.00 per share. Revenue also beat forecasts. Etsy declined to provide full-year financial guidance.Uber(UBER) – Uberlost 6 cents per sharefor its latest quarter, compared to expectations of a 54 cents a share loss. Revenue was below forecasts, however, and Uber indicated it would pay drivers more to get cars back in service as the economy rebounds. Uber fell 3.7% in premarket trading.Zynga(ZNGA) – Zynga earned 8 cents per share for the first quarter, a penny a share shy of estimates. The mobile game producer's revenue exceeded estimates and Zynga raised its full-year guidance on expectations of strong demand for its live gaming services. Its shares surged 5% in premarket action.Rocket Companies(RKT) – Rocket Companies reported quarterly earnings of 89 cents per share, in line with forecasts. Loan volume for the lender jumped during the quarter, but current-quarter guidance for the key metric of \"gain-on-sale\" margins is well below first-quarter levels. Its shares plummeted 13.6% in premarket trading.Moderna(MRNA) – Moderna shares fell 5.4% in premarket trading after the drugmakerreported better-than-expected earningsfor the first quarter. Revenue fell short of forecasts. The company raised its sales forecast for its Covid-19 vaccine for 2021 by 4.3% to $19.2 billion.Becton Dickinson(BDX) – The medical products company beat estimates by 15 cents a share, with quarterly earnings of $3.19 per share. Revenue also topped expectations on strong contributions from C-19 testing. Becton Dickinson announced it would spin off its diabetes care business into a separate publicly traded company. Its shares rallied 4% in the premarket.Regeneron Pharmaceuticals(REGN) – The drugmaker earned $9.89 per share for the first quarter, beating the $9 a share consensus estimate. Revenue also topped analysts' forecasts, boosted by a strong rebound in sales of Regeneron's Eylea eye disease drug and the contribution from its Covid-19 antibody cocktail treatment. Regeneron rose 1% in premarket trading.Norwegian Cruise Line(NCLH) – The cruise line operator reported a slightly smaller-than-expected quarterly loss, while first-quarter revenue was well below analysts' forecasts. It also said a mid-summer restart for cruises could be in jeopardy, given the time needed to strike an agreement with authorities and to get ships ready to sail. The stock lost 1.8% in premarket trading.Tapestry(TPR) – The maker of Coach and other luxury products beat estimates by 20 cents a share, with quarterly earnings of 51 cents per share. Revenue also came in above estimates. Tapestry gave an upbeat full-year forecast on a rebound in demand for luxury goods.ViacomCBS(VIAC) – The media company's shares added 2.4% in the premarket, after it exceeded estimates by 30 cents a share, reporting quarterly profit of $1.52 per share. Revenue was also above estimates, thanks to higher affiliate fees and improved ad sales.PayPal(PYPL) – PayPal jumped 4.5% in the premarket after it came in 21 cents a share ahead of estimates, withquarterly earnings of $1.22 per share. Revenue for the online payment service also came in above Wall Street forecasts. The pandemic-induced increase in online payment volume continues to benefit PayPal's bottom line.Sunrun(RUN) – The solar equipment company stock surged 8.4% in premarket trading after its first-quarter earnings matched estimates and revenue exceeded forecasts. Sunrun also increased its growth rate projections, based on growing demand in the solar industry.Fastly(FSLY) – Fastly shares plunged 18.5% in the premarket after the internet content platform provider gave lighter-than-expected guidance and also announced that Chief Financial Officer Andriel Lares would step down.Anheuser-Busch InBev(BUD) – Anheuser-Bush announced that CEO Carlos Brito would step down in July after 15 years of leading the beer brewer. He'll be replaced by North American chief Michel Doukeris. Shares rallied 5.1% in the premarket.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377111838,"gmtCreate":1619504466324,"gmtModify":1634212200230,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377111838","repostId":"1114473252","repostType":4,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374161482,"gmtCreate":1619429086146,"gmtModify":1634273564881,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Good 👍","listText":"Good 👍","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374161482","repostId":"1159463324","repostType":4,"repost":{"id":"1159463324","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619422330,"share":"https://www.laohu8.com/m/news/1159463324?lang=zh_CN&edition=full","pubTime":"2021-04-26 15:32","market":"us","language":"en","title":"Why Cathie Wood Is Bullish On Skillz<blockquote>为什么Cathie Wood看好Skillz</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159463324","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management believes the mobile gaming company Skillz Inc has been a v","content":"<p>Cathie Wood-led Ark Investment Management believes the mobile gaming company&nbsp;<b>Skillz Inc</b>&nbsp;has been a victim of misunderstanding after recent short-seller allegations against the company related to its revenue recognition practices and its NFL partnership.</p><p><blockquote>Cathie Wood领导的Ark Investment Management认为这家移动游戏公司<b>斯基尔茨公司</b>最近卖空者针对该公司的收入确认做法及其NFL合作伙伴关系提出指控后，该公司成为了误解的受害者。</blockquote></p><p> <b>What Happened:</b>Skillz shares have risen 44.8% since Tuesday's close&nbsp;on fresh investor support and are down&nbsp;9.15% on a year-to-date basis amid&nbsp;Wolfpack Research's&nbsp;classifying Skillz's&nbsp;top games&nbsp;as “stagnant to declining.”</p><p><blockquote><b>发生了什么：</b>由于投资者的支持，Skillz股价自周二收盘以来上涨了44.8%，今年迄今下跌了9.15%，因为Wolfpack Research将Skillz的顶级游戏归类为“停滞不前或下滑”。</blockquote></p><p> The New York-based hedge fund Ark said it reviewed the reports and believes the claims were either exaggerated or incorrect.</p><p><blockquote>总部位于纽约的对冲基金Ark表示，它审查了这些报道，认为这些说法要么被夸大，要么不正确。</blockquote></p><p> “The recent allegations against the company range from its revenue recognition practices to its recent NFL partnership. After reviewing the reports, we believe the claims to be either exaggerated or incorrect,” ARK Invest said in a stock commentary newsletter on Friday.</p><p><blockquote>ARK Invest在周五的股票评论通讯中表示：“最近针对该公司的指控范围从收入确认做法到最近的NFL合作关系。在审查了这些报告后，我们认为这些指控要么被夸大，要么不正确。”</blockquote></p><p> “We believe these short reports stem from a misunderstanding of the company, its position in the gaming ecosystem, and its future ambitions.”</p><p><blockquote>“我们认为这些简短的报告源于对该公司、其在游戏生态系统中的地位及其未来雄心的误解。”</blockquote></p><p> Ark owns over 12 million shares in Skillz divided between&nbsp;<b>ARK Innovation ETF</b>&nbsp;and&nbsp;<b>ARK Next Generation Internet ETF</b>, worth about $218.7 million as of Friday's close.</p><p><blockquote>Ark拥有Skillz超过1200万股股票，分为<b>方舟创新ETF</b>和<b>方舟下一代互联网ETF</b>截至周五收盘，价值约2.187亿美元。</blockquote></p><p> <b>Why It Matters:</b>Skillz is a mobile games platform that enables competitive eSports-style play that hosts billions of casual esports tournaments annually.</p><p><blockquote><b>为什么重要：</b>Skillz是一个移动游戏平台，支持竞技电子竞技风格的游戏，每年举办数十亿场休闲电子竞技锦标赛。</blockquote></p><p> Skillz shares tanked last month after Wolfpack&nbsp;said Skillz’s top three games — which make up for 88% of its revenues — had already peaked by the third quarter of 2020 and its growth story is falling apart in the first quarter of this year.</p><p><blockquote>上个月，Wolfpack表示，Skillz的三大游戏（占其收入的88%）已在2020年第三季度达到顶峰，其增长故事在今年第一季度分崩离析，随后Skillz股价暴跌。</blockquote></p><p> Wolfpack wrote that, while Skillz was projecting a 12.3% sequential growth and 61.4% year-over-year revenue growth in Q1 2021, third-party app data indicated that the company’s total installations had declined by double digits in the first two months of that period.</p><p><blockquote>Wolfpack写道，虽然Skillz预计2021年第一季度收入环比增长12.3%，同比增长61.4%，但第三方应用数据显示，该公司前两个月的总安装量下降了两位数。那个时期。</blockquote></p><p> In February, Skillz announced a&nbsp;partnership&nbsp;with the National Football League to host a global game development competition.</p><p><blockquote>今年2月，Skillz宣布与美国国家橄榄球联盟合作举办全球游戏开发大赛。</blockquote></p><p> <b>Price Action:</b>The stock closed 9.33% higher at $18.17 on Friday.</p><p><blockquote><b>价格走势：</b>该股周五收盘上涨9.33%，至18.17美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Cathie Wood Is Bullish On Skillz<blockquote>为什么Cathie Wood看好Skillz</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Cathie Wood Is Bullish On Skillz<blockquote>为什么Cathie Wood看好Skillz</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-26 15:32</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Cathie Wood-led Ark Investment Management believes the mobile gaming company&nbsp;<b>Skillz Inc</b>&nbsp;has been a victim of misunderstanding after recent short-seller allegations against the company related to its revenue recognition practices and its NFL partnership.</p><p><blockquote>Cathie Wood领导的Ark Investment Management认为这家移动游戏公司<b>斯基尔茨公司</b>最近卖空者针对该公司的收入确认做法及其NFL合作伙伴关系提出指控后，该公司成为了误解的受害者。</blockquote></p><p> <b>What Happened:</b>Skillz shares have risen 44.8% since Tuesday's close&nbsp;on fresh investor support and are down&nbsp;9.15% on a year-to-date basis amid&nbsp;Wolfpack Research's&nbsp;classifying Skillz's&nbsp;top games&nbsp;as “stagnant to declining.”</p><p><blockquote><b>发生了什么：</b>由于投资者的支持，Skillz股价自周二收盘以来上涨了44.8%，今年迄今下跌了9.15%，因为Wolfpack Research将Skillz的顶级游戏归类为“停滞不前或下滑”。</blockquote></p><p> The New York-based hedge fund Ark said it reviewed the reports and believes the claims were either exaggerated or incorrect.</p><p><blockquote>总部位于纽约的对冲基金Ark表示，它审查了这些报道，认为这些说法要么被夸大，要么不正确。</blockquote></p><p> “The recent allegations against the company range from its revenue recognition practices to its recent NFL partnership. After reviewing the reports, we believe the claims to be either exaggerated or incorrect,” ARK Invest said in a stock commentary newsletter on Friday.</p><p><blockquote>ARK Invest在周五的股票评论通讯中表示：“最近针对该公司的指控范围从收入确认做法到最近的NFL合作关系。在审查了这些报告后，我们认为这些指控要么被夸大，要么不正确。”</blockquote></p><p> “We believe these short reports stem from a misunderstanding of the company, its position in the gaming ecosystem, and its future ambitions.”</p><p><blockquote>“我们认为这些简短的报告源于对该公司、其在游戏生态系统中的地位及其未来雄心的误解。”</blockquote></p><p> Ark owns over 12 million shares in Skillz divided between&nbsp;<b>ARK Innovation ETF</b>&nbsp;and&nbsp;<b>ARK Next Generation Internet ETF</b>, worth about $218.7 million as of Friday's close.</p><p><blockquote>Ark拥有Skillz超过1200万股股票，分为<b>方舟创新ETF</b>和<b>方舟下一代互联网ETF</b>截至周五收盘，价值约2.187亿美元。</blockquote></p><p> <b>Why It Matters:</b>Skillz is a mobile games platform that enables competitive eSports-style play that hosts billions of casual esports tournaments annually.</p><p><blockquote><b>为什么重要：</b>Skillz是一个移动游戏平台，支持竞技电子竞技风格的游戏，每年举办数十亿场休闲电子竞技锦标赛。</blockquote></p><p> Skillz shares tanked last month after Wolfpack&nbsp;said Skillz’s top three games — which make up for 88% of its revenues — had already peaked by the third quarter of 2020 and its growth story is falling apart in the first quarter of this year.</p><p><blockquote>上个月，Wolfpack表示，Skillz的三大游戏（占其收入的88%）已在2020年第三季度达到顶峰，其增长故事在今年第一季度分崩离析，随后Skillz股价暴跌。</blockquote></p><p> Wolfpack wrote that, while Skillz was projecting a 12.3% sequential growth and 61.4% year-over-year revenue growth in Q1 2021, third-party app data indicated that the company’s total installations had declined by double digits in the first two months of that period.</p><p><blockquote>Wolfpack写道，虽然Skillz预计2021年第一季度收入环比增长12.3%，同比增长61.4%，但第三方应用数据显示，该公司前两个月的总安装量下降了两位数。那个时期。</blockquote></p><p> In February, Skillz announced a&nbsp;partnership&nbsp;with the National Football League to host a global game development competition.</p><p><blockquote>今年2月，Skillz宣布与美国国家橄榄球联盟合作举办全球游戏开发大赛。</blockquote></p><p> <b>Price Action:</b>The stock closed 9.33% higher at $18.17 on Friday.</p><p><blockquote><b>价格走势：</b>该股周五收盘上涨9.33%，至18.17美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKW":"ARK Next Generation Internet ETF","SKLZ":"Skillz Inc","ARKK":"ARK Innovation ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159463324","content_text":"Cathie Wood-led Ark Investment Management believes the mobile gaming company Skillz Inc has been a victim of misunderstanding after recent short-seller allegations against the company related to its revenue recognition practices and its NFL partnership.\nWhat Happened:Skillz shares have risen 44.8% since Tuesday's close on fresh investor support and are down 9.15% on a year-to-date basis amid Wolfpack Research's classifying Skillz's top games as “stagnant to declining.”\nThe New York-based hedge fund Ark said it reviewed the reports and believes the claims were either exaggerated or incorrect.\n“The recent allegations against the company range from its revenue recognition practices to its recent NFL partnership. After reviewing the reports, we believe the claims to be either exaggerated or incorrect,” ARK Invest said in a stock commentary newsletter on Friday.\n“We believe these short reports stem from a misunderstanding of the company, its position in the gaming ecosystem, and its future ambitions.”\nArk owns over 12 million shares in Skillz divided between ARK Innovation ETF and ARK Next Generation Internet ETF, worth about $218.7 million as of Friday's close.\nWhy It Matters:Skillz is a mobile games platform that enables competitive eSports-style play that hosts billions of casual esports tournaments annually.\nSkillz shares tanked last month after Wolfpack said Skillz’s top three games — which make up for 88% of its revenues — had already peaked by the third quarter of 2020 and its growth story is falling apart in the first quarter of this year.\nWolfpack wrote that, while Skillz was projecting a 12.3% sequential growth and 61.4% year-over-year revenue growth in Q1 2021, third-party app data indicated that the company’s total installations had declined by double digits in the first two months of that period.\nIn February, Skillz announced a partnership with the National Football League to host a global game development competition.\nPrice Action:The stock closed 9.33% higher at $18.17 on Friday.","news_type":1,"symbols_score_info":{"ARKW":0.9,"SKLZ":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374163652,"gmtCreate":1619429000876,"gmtModify":1634273565835,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374163652","repostId":"1173580738","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375946086,"gmtCreate":1619290900545,"gmtModify":1634287290481,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375946086","repostId":"1162382068","repostType":4,"repost":{"id":"1162382068","kind":"news","pubTimestamp":1619186302,"share":"https://www.laohu8.com/m/news/1162382068?lang=zh_CN&edition=full","pubTime":"2021-04-23 21:58","market":"us","language":"en","title":"Apple Stock Bear Sounds The Alarm: Expect 13% Decline<blockquote>苹果股市熊市敲响警钟：预计下跌13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162382068","media":"TheStreet","summary":"Even Apple bulls should understand the bear case on the stock. One Wall Street analyst has recently ","content":"<p>Even Apple bulls should understand the bear case on the stock. One Wall Street analyst has recently explained why Apple share price could decline by 13% to $115 apiece.</p><p><blockquote>即使是苹果的多头也应该了解该股的熊市情况。一位华尔街分析师最近解释了为什么苹果股价可能下跌13%至每股115美元。</blockquote></p><p> It is rare to read or hear from an Apple stock bear on Wall Street. When ithappens, I like to pay close attention.I think it is important to understand&nbsp;the devil’s advocate case to investing in a company with such strong business fundamentals.</p><p><blockquote>很少读到或听到华尔街看空苹果股票的消息。当它发生时，我喜欢密切关注。我认为了解魔鬼代言人对于投资一家业务基本面如此强劲的公司非常重要。</blockquote></p><p> Following Apple’s Spring Loaded event, Wolfe Research analyst Jeff Kvaal published a note discussing his main takeaways. I was mostly interested not in his “hot takes” on the event, but in why the sell-side expert thinks that Apple shares are worth only $115 – representing 13% downside risk.</p><p><blockquote>在苹果的Spring Loaded活动之后，Wolfe Research分析师Jeff Kvaal发表了一份报告，讨论了他的主要观点。我最感兴趣的不是他对这一事件的“热门观点”，而是为什么卖方专家认为苹果股票仅值115美元——这意味着13%的下行风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8e4c7c9ed80330b554bb91087bf6ee0\" tg-width=\"1240\" tg-height=\"827\"><span>Figure 1: Apple's Spring Loaded event logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的弹簧加载活动标志。</span></p></blockquote></p><p> <b>Some bullishness first</b></p><p><blockquote><b>首先是一些看涨</b></blockquote></p><p> In its note, Wolfe Research presented what seemed to be positive reactions to Apple’s product refresh event of April 20. Here are some key observations from the analyst:</p><p><blockquote>Wolfe Research在其报告中介绍了对苹果4月20日产品更新活动的积极反应。以下是分析师的一些关键观察结果：</blockquote></p><p> <ul>  <li><b>The M1-equipped iMac</b>&nbsp;was a good surprise, since the last refresh had happened as recently as August 2020. I believe that,with the introduction of its new M1 chip&nbsp;and redesigned architecture, Apple will continue to accelerate product innovation.</li>  <li><b>The iPad Pro</b>&nbsp;was also redesigned around the M1 silicon, rather than the traditional A-series chip. Once again, I see Apple looking for an edge in product innovation as a way to keep demand for its devices elevated in the post-pandemic period.</li>  <li><b>The purple iPhone 12</b>&nbsp;was Apple’s first stand-alone, off-cycle smartphone. With&nbsp;the 12 mini allegedly struggling&nbsp;to find traction, maybe the Cupertino company saw an opportunity to increase entry-level iPhone sales by simply introducing a prettier-looking case.</li> </ul> The analyst summarized his main observations about Spring Loaded with this quote:</p><p><blockquote><ul><li><b>配备M1的iMac</b>这是一个很好的惊喜，因为上一次刷新发生在2020年8月。我相信，随着其全新M1芯片和重新设计的架构的推出，苹果将继续加速产品创新。</li><li><b>iPad Pro</b>也围绕M1芯片进行了重新设计，而不是传统的A系列芯片。我再次看到苹果在产品创新方面寻求优势，以此作为在大流行后时期保持对其设备需求的一种方式。</li><li><b>紫色iPhone 12</b>是苹果第一款独立的非周期智能手机。据称，12 mini正在努力寻找吸引力，也许这家库比蒂诺公司看到了通过简单地推出更漂亮的外壳来增加入门级iPhone销量的机会。</li></ul>这位分析师用这句话总结了他对Spring的主要观察：</blockquote></p><p>   “M1 expansion, not new products, is our key positive takeaway.”  <b>Why Apple stock could correct</b></p><p><blockquote>“M1扩张，而不是新产品，是我们关键的积极收获。”<b>为什么苹果股票可以调整</b></blockquote></p><p> Now, on to the bear case. Wolfe’s argument for a 13% share price decline has nothing to do with Apple’s most recent product refresh cycle. Rather, the analyst justified bearishness as follows:</p><p><blockquote>现在，来看看熊的情况。沃尔夫关于股价下跌13%的论点与苹果最近的产品更新周期无关。相反，分析师对看跌的理由如下：</blockquote></p><p> <ul>  <li>“<i>Throughout the pandemic, Apple has blown away its consensus estimates; [yet, the stock] has underperformed the market by [about] 10% year to date</i>”. Wolfe is alluding to the fact that nothing else, from the perspective of financial performance, seems able to push Apple stock higher. In fact, shares have been down since January 2021 and flat since early-August 2020.</li>  <li>“<i>Residual strength in the iPhone Pro and Pro Max due to channel inventory fill should ease heading into fiscal third quarter</i>”. In plain English, Wolfe seems to think that some of Apple’s recent sales growth may have been driven by inventory buildup at stores. As the stock of new higher-end iPhones decline, revenue growth should moderate.</li>  <li>“<i>The Mac, iPad, and Services segments face stiff compares as Apple circles onto its first full quarter of pandemic comps</i>”. I think that a tough 2020 benchmark could, in fact, be a potential headwind, especially in the back half of fiscal 2021. How can Apple top iPad sales growth of 43% in last year’s holiday and pre-holiday quarters? The good news is that the Cupertino company has been aggressive at rolling out appealing new tablets and personal computers in the past few months.</li>  <li>“<i>We [remain] apprehensive of the expectations embedded in Apples high multiple</i>”. To be fair, the stock’s valuations seem a bit stretched. I&nbsp;discussed the subject in more detail&nbsp;recently, concluding that:</li> </ul>   “Apple’s rich multiples could find upside resistance from here. Should Apple stock price rise, which it very well may, it will likely be the result of growth in financial metrics (sales, earnings, cash flow) rather than valuation expansion.” </p><p><blockquote><ul><li>“<i>在整个大流行期间，苹果超出了人们的普遍预期；[然而，该股]今年迄今为止的表现落后于市场[约]10%</i>”.沃尔夫暗示，从财务业绩的角度来看，似乎没有其他任何东西能够推高苹果股价。事实上，股价自2021年1月以来一直下跌，自2020年8月初以来一直持平。</li><li>“<i>由于渠道库存填充，iPhone Pro和Pro Max的剩余实力在进入第三财季时应该会有所缓解</i>”.用简单的英语来说，沃尔夫似乎认为苹果最近的部分销售增长可能是由商店库存增加推动的。随着新款高端iPhone的存量下降，收入增长应该会放缓。</li><li>“<i>随着苹果进入第一个完整季度的大流行比较，Mac、iPad和服务领域面临激烈的比较</i>”.我认为，事实上，艰难的2020年基准可能是一个潜在的阻力，尤其是在2021财年下半年。苹果如何超越去年假期和节前季度43%的iPad销量增长？好消息是，在过去的几个月里，这家库比蒂诺公司一直在积极推出吸引人的新平板电脑和个人电脑。</li><li>“<i>我们[仍然]对苹果高倍数的期望感到担忧</i>”.公平地说，该股的估值似乎有点过高。我最近更详细地讨论了这个主题，得出的结论是：</li></ul>“苹果的丰富市盈率可能会从这里找到上行阻力。如果苹果股价上涨（很有可能上涨），这很可能是财务指标（销售额、盈利、现金流）增长的结果，而不是估值扩张的结果。”</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>Apple Stock Bear Sounds The Alarm: Expect 13% Decline<blockquote>苹果股市熊市敲响警钟：预计下跌13%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Bear Sounds The Alarm: Expect 13% Decline<blockquote>苹果股市熊市敲响警钟：预计下跌13%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-04-23 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Even Apple bulls should understand the bear case on the stock. One Wall Street analyst has recently explained why Apple share price could decline by 13% to $115 apiece.</p><p><blockquote>即使是苹果的多头也应该了解该股的熊市情况。一位华尔街分析师最近解释了为什么苹果股价可能下跌13%至每股115美元。</blockquote></p><p> It is rare to read or hear from an Apple stock bear on Wall Street. When ithappens, I like to pay close attention.I think it is important to understand&nbsp;the devil’s advocate case to investing in a company with such strong business fundamentals.</p><p><blockquote>很少读到或听到华尔街看空苹果股票的消息。当它发生时，我喜欢密切关注。我认为了解魔鬼代言人对于投资一家业务基本面如此强劲的公司非常重要。</blockquote></p><p> Following Apple’s Spring Loaded event, Wolfe Research analyst Jeff Kvaal published a note discussing his main takeaways. I was mostly interested not in his “hot takes” on the event, but in why the sell-side expert thinks that Apple shares are worth only $115 – representing 13% downside risk.</p><p><blockquote>在苹果的Spring Loaded活动之后，Wolfe Research分析师Jeff Kvaal发表了一份报告，讨论了他的主要观点。我最感兴趣的不是他对这一事件的“热门观点”，而是为什么卖方专家认为苹果股票仅值115美元——这意味着13%的下行风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8e4c7c9ed80330b554bb91087bf6ee0\" tg-width=\"1240\" tg-height=\"827\"><span>Figure 1: Apple's Spring Loaded event logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果的弹簧加载活动标志。</span></p></blockquote></p><p> <b>Some bullishness first</b></p><p><blockquote><b>首先是一些看涨</b></blockquote></p><p> In its note, Wolfe Research presented what seemed to be positive reactions to Apple’s product refresh event of April 20. Here are some key observations from the analyst:</p><p><blockquote>Wolfe Research在其报告中介绍了对苹果4月20日产品更新活动的积极反应。以下是分析师的一些关键观察结果：</blockquote></p><p> <ul>  <li><b>The M1-equipped iMac</b>&nbsp;was a good surprise, since the last refresh had happened as recently as August 2020. I believe that,with the introduction of its new M1 chip&nbsp;and redesigned architecture, Apple will continue to accelerate product innovation.</li>  <li><b>The iPad Pro</b>&nbsp;was also redesigned around the M1 silicon, rather than the traditional A-series chip. Once again, I see Apple looking for an edge in product innovation as a way to keep demand for its devices elevated in the post-pandemic period.</li>  <li><b>The purple iPhone 12</b>&nbsp;was Apple’s first stand-alone, off-cycle smartphone. With&nbsp;the 12 mini allegedly struggling&nbsp;to find traction, maybe the Cupertino company saw an opportunity to increase entry-level iPhone sales by simply introducing a prettier-looking case.</li> </ul> The analyst summarized his main observations about Spring Loaded with this quote:</p><p><blockquote><ul><li><b>配备M1的iMac</b>这是一个很好的惊喜，因为上一次刷新发生在2020年8月。我相信，随着其全新M1芯片和重新设计的架构的推出，苹果将继续加速产品创新。</li><li><b>iPad Pro</b>也围绕M1芯片进行了重新设计，而不是传统的A系列芯片。我再次看到苹果在产品创新方面寻求优势，以此作为在大流行后时期保持对其设备需求的一种方式。</li><li><b>紫色iPhone 12</b>是苹果第一款独立的非周期智能手机。据称，12 mini正在努力寻找吸引力，也许这家库比蒂诺公司看到了通过简单地推出更漂亮的外壳来增加入门级iPhone销量的机会。</li></ul>这位分析师用这句话总结了他对Spring的主要观察：</blockquote></p><p>   “M1 expansion, not new products, is our key positive takeaway.”  <b>Why Apple stock could correct</b></p><p><blockquote>“M1扩张，而不是新产品，是我们关键的积极收获。”<b>为什么苹果股票可以调整</b></blockquote></p><p> Now, on to the bear case. Wolfe’s argument for a 13% share price decline has nothing to do with Apple’s most recent product refresh cycle. Rather, the analyst justified bearishness as follows:</p><p><blockquote>现在，来看看熊的情况。沃尔夫关于股价下跌13%的论点与苹果最近的产品更新周期无关。相反，分析师对看跌的理由如下：</blockquote></p><p> <ul>  <li>“<i>Throughout the pandemic, Apple has blown away its consensus estimates; [yet, the stock] has underperformed the market by [about] 10% year to date</i>”. Wolfe is alluding to the fact that nothing else, from the perspective of financial performance, seems able to push Apple stock higher. In fact, shares have been down since January 2021 and flat since early-August 2020.</li>  <li>“<i>Residual strength in the iPhone Pro and Pro Max due to channel inventory fill should ease heading into fiscal third quarter</i>”. In plain English, Wolfe seems to think that some of Apple’s recent sales growth may have been driven by inventory buildup at stores. As the stock of new higher-end iPhones decline, revenue growth should moderate.</li>  <li>“<i>The Mac, iPad, and Services segments face stiff compares as Apple circles onto its first full quarter of pandemic comps</i>”. I think that a tough 2020 benchmark could, in fact, be a potential headwind, especially in the back half of fiscal 2021. How can Apple top iPad sales growth of 43% in last year’s holiday and pre-holiday quarters? The good news is that the Cupertino company has been aggressive at rolling out appealing new tablets and personal computers in the past few months.</li>  <li>“<i>We [remain] apprehensive of the expectations embedded in Apples high multiple</i>”. To be fair, the stock’s valuations seem a bit stretched. I&nbsp;discussed the subject in more detail&nbsp;recently, concluding that:</li> </ul>   “Apple’s rich multiples could find upside resistance from here. Should Apple stock price rise, which it very well may, it will likely be the result of growth in financial metrics (sales, earnings, cash flow) rather than valuation expansion.” </p><p><blockquote><ul><li>“<i>在整个大流行期间，苹果超出了人们的普遍预期；[然而，该股]今年迄今为止的表现落后于市场[约]10%</i>”.沃尔夫暗示，从财务业绩的角度来看，似乎没有其他任何东西能够推高苹果股价。事实上，股价自2021年1月以来一直下跌，自2020年8月初以来一直持平。</li><li>“<i>由于渠道库存填充，iPhone Pro和Pro Max的剩余实力在进入第三财季时应该会有所缓解</i>”.用简单的英语来说，沃尔夫似乎认为苹果最近的部分销售增长可能是由商店库存增加推动的。随着新款高端iPhone的存量下降，收入增长应该会放缓。</li><li>“<i>随着苹果进入第一个完整季度的大流行比较，Mac、iPad和服务领域面临激烈的比较</i>”.我认为，事实上，艰难的2020年基准可能是一个潜在的阻力，尤其是在2021财年下半年。苹果如何超越去年假期和节前季度43%的iPad销量增长？好消息是，在过去的几个月里，这家库比蒂诺公司一直在积极推出吸引人的新平板电脑和个人电脑。</li><li>“<i>我们[仍然]对苹果高倍数的期望感到担忧</i>”.公平地说，该股的估值似乎有点过高。我最近更详细地讨论了这个主题，得出的结论是：</li></ul>“苹果的丰富市盈率可能会从这里找到上行阻力。如果苹果股价上涨（很有可能上涨），这很可能是财务指标（销售额、盈利、现金流）增长的结果，而不是估值扩张的结果。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/apple-stock-bear-sounds-the-alarm-expect-13-decline\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-bear-sounds-the-alarm-expect-13-decline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162382068","content_text":"Even Apple bulls should understand the bear case on the stock. One Wall Street analyst has recently explained why Apple share price could decline by 13% to $115 apiece.\nIt is rare to read or hear from an Apple stock bear on Wall Street. When ithappens, I like to pay close attention.I think it is important to understand the devil’s advocate case to investing in a company with such strong business fundamentals.\nFollowing Apple’s Spring Loaded event, Wolfe Research analyst Jeff Kvaal published a note discussing his main takeaways. I was mostly interested not in his “hot takes” on the event, but in why the sell-side expert thinks that Apple shares are worth only $115 – representing 13% downside risk.\nFigure 1: Apple's Spring Loaded event logo.\nSome bullishness first\nIn its note, Wolfe Research presented what seemed to be positive reactions to Apple’s product refresh event of April 20. Here are some key observations from the analyst:\n\nThe M1-equipped iMac was a good surprise, since the last refresh had happened as recently as August 2020. I believe that,with the introduction of its new M1 chip and redesigned architecture, Apple will continue to accelerate product innovation.\nThe iPad Pro was also redesigned around the M1 silicon, rather than the traditional A-series chip. Once again, I see Apple looking for an edge in product innovation as a way to keep demand for its devices elevated in the post-pandemic period.\nThe purple iPhone 12 was Apple’s first stand-alone, off-cycle smartphone. With the 12 mini allegedly struggling to find traction, maybe the Cupertino company saw an opportunity to increase entry-level iPhone sales by simply introducing a prettier-looking case.\n\nThe analyst summarized his main observations about Spring Loaded with this quote:\n\n “M1 expansion, not new products, is our key positive takeaway.”\n\nWhy Apple stock could correct\nNow, on to the bear case. Wolfe’s argument for a 13% share price decline has nothing to do with Apple’s most recent product refresh cycle. Rather, the analyst justified bearishness as follows:\n\n“Throughout the pandemic, Apple has blown away its consensus estimates; [yet, the stock] has underperformed the market by [about] 10% year to date”. Wolfe is alluding to the fact that nothing else, from the perspective of financial performance, seems able to push Apple stock higher. In fact, shares have been down since January 2021 and flat since early-August 2020.\n“Residual strength in the iPhone Pro and Pro Max due to channel inventory fill should ease heading into fiscal third quarter”. In plain English, Wolfe seems to think that some of Apple’s recent sales growth may have been driven by inventory buildup at stores. As the stock of new higher-end iPhones decline, revenue growth should moderate.\n“The Mac, iPad, and Services segments face stiff compares as Apple circles onto its first full quarter of pandemic comps”. I think that a tough 2020 benchmark could, in fact, be a potential headwind, especially in the back half of fiscal 2021. How can Apple top iPad sales growth of 43% in last year’s holiday and pre-holiday quarters? The good news is that the Cupertino company has been aggressive at rolling out appealing new tablets and personal computers in the past few months.\n“We [remain] apprehensive of the expectations embedded in Apples high multiple”. To be fair, the stock’s valuations seem a bit stretched. I discussed the subject in more detail recently, concluding that:\n\n\n “Apple’s rich multiples could find upside resistance from here. Should Apple stock price rise, which it very well may, it will likely be the result of growth in financial metrics (sales, earnings, cash flow) rather than valuation expansion.”","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375948588,"gmtCreate":1619290830544,"gmtModify":1634287290842,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Great news","listText":"Great news","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375948588","repostId":"1101099559","repostType":4,"repost":{"id":"1101099559","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":1619191663,"share":"https://www.laohu8.com/m/news/1101099559?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:27","market":"us","language":"en","title":"Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场摆脱了税收上涨的担忧，道琼斯指数在银行和科技股的带领下反弹200点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101099559","media":"Tiger Newspress","summary":"U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White ","content":"<p>U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.</p><p><blockquote>美国股市周五反弹，华尔街重新评估了白宫可能寻求提高资本利得税的消息引发的担忧。</blockquote></p><p>The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&amp;P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.</p><p><blockquote>由于高盛和苹果股价上涨，道琼斯工业平均指数上涨200点。在金融和科技股的带动下，标普500上涨1%，而以科技股为主的纳斯达克综合指数上涨1.2%。</blockquote></p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p><blockquote>周四下午，多家新闻媒体报道称，总统乔·拜登将提议对富人征收更高的资本利得税，华尔街股市经历了动荡的交易日。</blockquote></p><p>Bloomberg News reported that Biden is planning a&nbsp;capital gains tax hike to as high as 43.4%&nbsp;for wealthy Americans.</p><p><blockquote>彭博新闻社报道称，拜登正计划将美国富人的资本利得税提高至高达43.4%。</blockquote></p><p>The proposal would hike the capital gains rate to 39.6% for&nbsp;those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p><blockquote>据彭博新闻社援引知情人士的话报道，该提案将把收入100万美元或以上的人的资本利得税率从目前的20%提高到39.6%。路透社和《纽约时报》后来也报道了类似的故事。</blockquote></p><p>“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”</p><p><blockquote>高盛经济学家在一份报告中写道：“我们预计国会将通过此次增税的缩减版本。”“我们预计国会将决定更温和的增幅，可能在28%左右。”</blockquote></p><p>Week to date, the three major averages are all down about 1%.</p><p><blockquote>本周迄今为止，三大股指均下跌约1%。</blockquote></p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance&nbsp;below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p><blockquote>英特尔发布低于分析师预期的第二季度盈利指引后，股价下跌超过5%。美国运通(American Express)公布季度收入略低于预期，股价下跌超过4%。</blockquote></p><p>Snap shares, meanwhile, jumped 9% after it said&nbsp;it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p><blockquote>与此同时，Snap表示第一季度收入增长加速，用户数量强劲，该公司股价上涨9%。Snap实现了盈亏平衡，营收为7.7亿美元。</blockquote></p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p><blockquote>迄今为止，企业在财报季中大多成功超出了华尔街的预期。尽管如此，投资者对第一季度强劲的业绩反应却较为冷淡，迄今为止，投资者尚未抢购业绩最好的公司的股票。</blockquote></p><p>Strategists say already-high valuations and near-record-high levels on the S&amp;P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p><blockquote>策略师表示，标普500和道指已经很高的估值以及接近历史新高的水平抑制了交易员的热情。但即使在周四下跌之后，指数仍与历史高点相差不到1.5%。</blockquote></p><p>Bitcoin&nbsp;plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p><p><blockquote>根据CoinMetrics的数据，比特币隔夜暴跌，部分原因可能是对更高资本利得税的担忧，该加密货币最近下跌了约8%。以太币等其他加密货币也受到了打击。到目前为止，那里的抛售还没有蔓延到股票等其他风险资产。</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>Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场摆脱了税收上涨的担忧，道琼斯指数在银行和科技股的带领下反弹200点</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\">\nDow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场摆脱了税收上涨的担忧，道琼斯指数在银行和科技股的带领下反弹200点</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\">2021-04-23 23:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.</p><p><blockquote>美国股市周五反弹，华尔街重新评估了白宫可能寻求提高资本利得税的消息引发的担忧。</blockquote></p><p>The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&amp;P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.</p><p><blockquote>由于高盛和苹果股价上涨，道琼斯工业平均指数上涨200点。在金融和科技股的带动下，标普500上涨1%，而以科技股为主的纳斯达克综合指数上涨1.2%。</blockquote></p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p><blockquote>周四下午，多家新闻媒体报道称，总统乔·拜登将提议对富人征收更高的资本利得税，华尔街股市经历了动荡的交易日。</blockquote></p><p>Bloomberg News reported that Biden is planning a&nbsp;capital gains tax hike to as high as 43.4%&nbsp;for wealthy Americans.</p><p><blockquote>彭博新闻社报道称，拜登正计划将美国富人的资本利得税提高至高达43.4%。</blockquote></p><p>The proposal would hike the capital gains rate to 39.6% for&nbsp;those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p><blockquote>据彭博新闻社援引知情人士的话报道，该提案将把收入100万美元或以上的人的资本利得税率从目前的20%提高到39.6%。路透社和《纽约时报》后来也报道了类似的故事。</blockquote></p><p>“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”</p><p><blockquote>高盛经济学家在一份报告中写道：“我们预计国会将通过此次增税的缩减版本。”“我们预计国会将决定更温和的增幅，可能在28%左右。”</blockquote></p><p>Week to date, the three major averages are all down about 1%.</p><p><blockquote>本周迄今为止，三大股指均下跌约1%。</blockquote></p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance&nbsp;below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p><blockquote>英特尔发布低于分析师预期的第二季度盈利指引后，股价下跌超过5%。美国运通(American Express)公布季度收入略低于预期，股价下跌超过4%。</blockquote></p><p>Snap shares, meanwhile, jumped 9% after it said&nbsp;it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p><blockquote>与此同时，Snap表示第一季度收入增长加速，用户数量强劲，该公司股价上涨9%。Snap实现了盈亏平衡，营收为7.7亿美元。</blockquote></p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p><blockquote>迄今为止，企业在财报季中大多成功超出了华尔街的预期。尽管如此，投资者对第一季度强劲的业绩反应却较为冷淡，迄今为止，投资者尚未抢购业绩最好的公司的股票。</blockquote></p><p>Strategists say already-high valuations and near-record-high levels on the S&amp;P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p><blockquote>策略师表示，标普500和道指已经很高的估值以及接近历史新高的水平抑制了交易员的热情。但即使在周四下跌之后，指数仍与历史高点相差不到1.5%。</blockquote></p><p>Bitcoin&nbsp;plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p><p><blockquote>根据CoinMetrics的数据，比特币隔夜暴跌，部分原因可能是对更高资本利得税的担忧，该加密货币最近下跌了约8%。以太币等其他加密货币也受到了打击。到目前为止，那里的抛售还没有蔓延到股票等其他风险资产。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔",".SPX":"S&P 500 Index","SNAP":"Snap Inc",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101099559","content_text":"U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”Week to date, the three major averages are all down about 1%.Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.Snap shares, meanwhile, jumped 9% after it said it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.","news_type":1,"symbols_score_info":{"INTC":0.9,".SPX":0.9,".IXIC":0.9,"SNAP":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879166841,"gmtCreate":1636691687351,"gmtModify":1636691687425,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>haizx","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>haizx","text":"$Walt 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good","images":[{"img":"https://static.tigerbbs.com/a9783bd79677a257a058c73a40fd3495","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866032604","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":100652876,"gmtCreate":1619612090995,"gmtModify":1634211358715,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100652876","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","kind":"news","pubTimestamp":1619573853,"share":"https://www.laohu8.com/m/news/1179396069?lang=zh_CN&edition=full","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</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>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果的盈利可能会再次飙升。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-28 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879166909,"gmtCreate":1636691617531,"gmtModify":1636691625162,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPY\">$S&amp;P500 ETF(SPY)$</a>good","listText":"<a href=\"https://laohu8.com/S/SPY\">$S&amp;P500 ETF(SPY)$</a>good","text":"$S&P500 ETF(SPY)$good","images":[{"img":"https://static.tigerbbs.com/76d9be04dcd5d126261713e8f2c941bf","width":"1080","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879166909","isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865947442,"gmtCreate":1632938229343,"gmtModify":1632938229438,"author":{"id":"3581649737390446","authorId":"3581649737390446","name":"junkow","avatar":"https://static.tigerbbs.com/67ce9c0f4d7bb599e41fc75b34bf8f24","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"3581649737390446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RACE\">$Ferrari NV(RACE)$</a>nice chance","listText":"<a href=\"https://laohu8.com/S/RACE\">$Ferrari NV(RACE)$</a>nice chance","text":"$Ferrari NV(RACE)$nice chance","images":[{"img":"https://static.tigerbbs.com/b372d1c03924710f6d8d67604d83aa5c","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865947442","isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}