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junkow

junkow

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2021-11-12

$Walt Disney(DIS)$haizx

2021-11-12

$S&P500 ETF(SPY)$good

2021-11-08

$China Railway Construction Corporation Limited(601186)$good

2021-11-04

$Walt Disney(DIS)$not.bad

2021-11-04

$Walt Disney(DIS)$hi

2021-11-04

$Adobe(ADBE)$いい感じ

2021-11-03

$Apple(AAPL)$good

2021-11-03

Good sign

2021-11-01

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

2021-09-30

$Ferrari NV(RACE)$nice chance

2021-09-30

Good

2021-09-27

$Walt Disney(DIS)$[微笑]

2021-09-27

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

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>

2021-09-27

Legit

2021-09-27

Yes. Keen to

抱歉，原内容已删除

2021-09-27

Good

抱歉，原内容已删除

2021-09-27

$ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC(AML.UK)$nice

2021-09-14

Like

抱歉，原内容已删除

2021-09-14

Like

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>

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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":2002,"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":2,"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 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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":{"CRUD.UK":0.9,"BZmain":0.9,"CLmain":0.9,"MCLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":732,"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":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"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":378,"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":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"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":781,"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":2,"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":0,"repostSize":0,"link":"https://laohu8.com/post/866097591","repostId":"1129038507","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"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":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581649737390446","idStr":"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":685,"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":2,"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":553,"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":2,"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":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。”“即使其中一些过渡性力量减弱，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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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。”“即使其中一些过渡性力量减弱，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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"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 $9 billion valuation in it U.S. debut.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.02-to-1 ratio favored advancers.\nThe S&P 500 posted 12 new 52-week highs and one new low; the Nasdaq Composite recorded 53 new highs and 71 new lows.\nVolume on U.S. exchanges was 10.30 billion shares, compared with the 9.29 billion average over the last 20 trading 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Fosun Pharmaceutical(Group)Co.,Ltd.(600196)$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":2002,"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":2,"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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}\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\">\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":{"CRUD.UK":0.9,"BZmain":0.9,"CLmain":0.9,"MCLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":732,"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":2,"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。其股价在盘前上涨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。其股价在盘前上涨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":577,"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":2,"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":703,"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":2,"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; 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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","ARKK":"ARK Innovation ETF","SKLZ":"Skillz Inc"},"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":{"ARKK":0.9,"SKLZ":0.9,"ARKW":0.9}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}