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2021-12-28

66

Apple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap<blockquote>苹果股市将连续第五天上涨，但市值仍无法突破 3 万亿美元</blockquote>

2021-12-27

666

Teladoc Stock: Is Cathie Wood’s Meme Stock a Buy?<blockquote>Teladoc 股票： Cathie Wood 的 Meme 股票值得买入吗？</blockquote>

2021-12-26

666

Clover Health Is Not the $2 Billion Stock to Buy for 2022<blockquote>Clover Health 不是 2022 年值得购买的 20 亿美元股票</blockquote>

2021-12-24

666

The Fed Has Created the Monster Market: What's in Store for 2022?<blockquote>美联储创造了怪物市场：2022 年将会发生什么？</blockquote>

2021-12-22

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2021-12-21

66

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2021-12-19

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2021-12-18

666

Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production<blockquote>Rivian警告供应问题将影响 2021 年产量，早盘交易中股价暴跌超过 12%</blockquote>

2021-12-17

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2021-12-15

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2021-12-14

Yes

Fluor's nuclear energy unit NuScale to go public via $1.9 bln SPAC deal<blockquote>福陆核能部门 NuScale 将通过 19 亿美元的 SPAC 交易上市</blockquote>

2021-12-13

666

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2021-12-12

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2021-12-11

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2021-12-10

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2021-12-09

666

JPMorgan Sees 41% Upside In FuboTV<blockquote>摩根大通预计 FuboTV 上涨 41%</blockquote>

2021-12-08

66

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2021-12-07

666

Apple stock surged more than 3% in morning trading<blockquote>苹果股价早盘飙升超过 3%</blockquote>

2021-12-06

666

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2021-12-05

6

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21:44","market":"us","language":"en","title":"Apple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap<blockquote>苹果股市将连续第五天上涨，但市值仍无法突破 3 万亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121218775","media":"Barrons","summary":"Apple was on track for a fifth consecutive positive trading session on Tuesday, just a day after it ","content":"<p>Apple&nbsp;was on track for a fifth consecutive positive trading session on Tuesday, just a day after it closed at its 24th record high for the year.</p><p><blockquote>周二，苹果有望连续第五个交易日上涨，就在一天前，该股收盘创下今年第 24 个历史新高。</blockquote></p><p> As the stock climbs, it edges closer to becoming the first publicly traded company with a $3 trillion valuation.</p><p><blockquote>随着该股的攀升，它距离成为第一家估值达到 3 万亿美元的上市公司越来越近。</blockquote></p><p> Analysts have said the stock could rally even further in 2022&nbsp;as the tech giant continues to grow across all business segments and releases new products, such as a virtual/augmented reality headset.</p><p><blockquote>分析师表示，随着这家科技巨头在所有业务领域持续增长并发布虚拟/增强现实耳机等新产品，该股可能会在 2022 年进一步上涨。</blockquote></p><p> Shares of Apple (ticker:AAPL) were up 0.4% to $181.03 in premarket trading Tuesday. The stock’s intraday high for the year is $182.13, which it reached earlier in December.</p><p><blockquote>苹果（股票代码：AAPL）股价在周二盘前交易中上涨 0.4%，至 181.03 美元。该股今年盘中最高点为 182.13 美元，是在 12 月初创下的。</blockquote></p><p> Investors seemed unfazed by the company’s announcement Monday afternoon to close New York City stores to shoppers following a Covid-19 spike. The stores were open for pickup only, meaning customers could buy products online and pick them up at the store, Apple told <i>Barron’s.</i></p><p><blockquote>投资者似乎并不担心该公司周一下午宣布在 Covid-19 激增后关闭纽约市商店，禁止购物者购物。苹果说，商店只开放提货，这意味着顾客可以在网上购买产品并在商店提货<i>巴伦。</i></blockquote></p><p> Apple didn’t say when its New York stores might reopen.</p><p><blockquote>苹果没有透露其纽约门店何时重新开业。</blockquote></p><p> The stock gained 2.3% Monday, closing at a record high, and has risen 35.9% this year. It ended the session with a market capitalization of $2.9 trillion.</p><p><blockquote>该股周一上涨2.3%，收于历史新高，今年以来已上涨35.9%。收盘时市值为 2.9 万亿美元。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;was up 27.6% during the same time period, and the tech-heavy&nbsp;Nasdaq&nbsp;has gained 23.1%.</p><p><blockquote>标普500同期上涨27.6%，科技股纳斯达克上涨23.1%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap<blockquote>苹果股市将连续第五天上涨，但市值仍无法突破 3 万亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap<blockquote>苹果股市将连续第五天上涨，但市值仍无法突破 3 万亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-28 21:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;was on track for a fifth consecutive positive trading session on Tuesday, just a day after it closed at its 24th record high for the year.</p><p><blockquote>周二，苹果有望连续第五个交易日上涨，就在一天前，该股收盘创下今年第 24 个历史新高。</blockquote></p><p> As the stock climbs, it edges closer to becoming the first publicly traded company with a $3 trillion valuation.</p><p><blockquote>随着该股的攀升，它距离成为第一家估值达到 3 万亿美元的上市公司越来越近。</blockquote></p><p> Analysts have said the stock could rally even further in 2022&nbsp;as the tech giant continues to grow across all business segments and releases new products, such as a virtual/augmented reality headset.</p><p><blockquote>分析师表示，随着这家科技巨头在所有业务领域持续增长并发布虚拟/增强现实耳机等新产品，该股可能会在 2022 年进一步上涨。</blockquote></p><p> Shares of Apple (ticker:AAPL) were up 0.4% to $181.03 in premarket trading Tuesday. The stock’s intraday high for the year is $182.13, which it reached earlier in December.</p><p><blockquote>苹果（股票代码：AAPL）股价在周二盘前交易中上涨 0.4%，至 181.03 美元。该股今年盘中最高点为 182.13 美元，是在 12 月初创下的。</blockquote></p><p> Investors seemed unfazed by the company’s announcement Monday afternoon to close New York City stores to shoppers following a Covid-19 spike. The stores were open for pickup only, meaning customers could buy products online and pick them up at the store, Apple told <i>Barron’s.</i></p><p><blockquote>投资者似乎并不担心该公司周一下午宣布在 Covid-19 激增后关闭纽约市商店，禁止购物者购物。苹果说，商店只开放提货，这意味着顾客可以在网上购买产品并在商店提货<i>巴伦。</i></blockquote></p><p> Apple didn’t say when its New York stores might reopen.</p><p><blockquote>苹果没有透露其纽约门店何时重新开业。</blockquote></p><p> The stock gained 2.3% Monday, closing at a record high, and has risen 35.9% this year. It ended the session with a market capitalization of $2.9 trillion.</p><p><blockquote>该股周一上涨2.3%，收于历史新高，今年以来已上涨35.9%。收盘时市值为 2.9 万亿美元。</blockquote></p><p> The&nbsp;S&amp;P 500&nbsp;was up 27.6% during the same time period, and the tech-heavy&nbsp;Nasdaq&nbsp;has gained 23.1%.</p><p><blockquote>标普500同期上涨27.6%，科技股纳斯达克上涨23.1%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-stock-price-market-cap-51640696713?mod=hp_LATEST&tesla=y\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-price-market-cap-51640696713?mod=hp_LATEST&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121218775","content_text":"Apple was on track for a fifth consecutive positive trading session on Tuesday, just a day after it closed at its 24th record high for the year.\nAs the stock climbs, it edges closer to becoming the first publicly traded company with a $3 trillion valuation.\nAnalysts have said the stock could rally even further in 2022 as the tech giant continues to grow across all business segments and releases new products, such as a virtual/augmented reality headset.\nShares of Apple (ticker:AAPL) were up 0.4% to $181.03 in premarket trading Tuesday. The stock’s intraday high for the year is $182.13, which it reached earlier in December.\nInvestors seemed unfazed by the company’s announcement Monday afternoon to close New York City stores to shoppers following a Covid-19 spike. The stores were open for pickup only, meaning customers could buy products online and pick them up at the store, Apple told Barron’s.\nApple didn’t say when its New York stores might reopen.\nThe stock gained 2.3% Monday, closing at a record high, and has risen 35.9% this year. It ended the session with a market capitalization of $2.9 trillion.\nThe S&P 500 was up 27.6% during the same time period, and the tech-heavy Nasdaq has gained 23.1%.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696909049,"gmtCreate":1640588287411,"gmtModify":1640588287721,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696909049","repostId":"1170511361","repostType":4,"repost":{"id":"1170511361","kind":"news","pubTimestamp":1640587121,"share":"https://www.laohunote.com/m/news/1170511361?lang=zh_CN&edition=full","pubTime":"2021-12-27 14:38","market":"us","language":"en","title":"Teladoc Stock: Is Cathie Wood’s Meme Stock a Buy?<blockquote>Teladoc 股票： Cathie Wood 的 Meme 股票值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170511361","media":"TheStreet","summary":"Teladoc has arguably reached “meme” status. But this Cathie Wood-backed telemedicine company is near","content":"<p>Teladoc has arguably reached “meme” status. But this Cathie Wood-backed telemedicine company is nearly 70% off its all-time highs from earlier this year.</p><p><blockquote>Teladoc 可以说已经达到了 “迷因 ”的地位。但这家由 Cathie Wood 支持的远程医疗公司较今年早些时候的历史高点下跌了近 70%。</blockquote></p><p> The largest telehealth provider company in the world, Teladoc&nbsp;has been looking quite meme-y as of late. Its popularity on major discussion forums has risen; there’s increased short interest following its poor trading performance through the latter half of this year;<i>and</i>TDOC shares are one of the main holdings of the recently launched MEME ETF.</p><p><blockquote>作为世界上最大的远程医疗提供商，Teladoc最近看起来相当迷因化。它在主要论坛上的受欢迎程度有所上升；由于今年下半年交易表现不佳，空头兴趣有所增加；<i>和</i>TDOC 股票是最近推出的 MEME ETF 的主要持股之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d7ade96a142c2c31535c4c05941b745\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Figure 1: Teladoc offices.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Teladoc办公室。</span></p></blockquote></p><p> Teladoc stock has also drawn investors’ attention because the company is one of the largest positions in Cathie Wood’s ARK Invest ETF family. The company was chosen for its disruptive business model, which fits right in with Ms. Wood’s investment strategy.</p><p><blockquote>Teladoc 股票也引起了投资者的关注，因为该公司是 Cathie Wood 的 ARK Invest ETF 家族中最大的持仓之一。该公司因其颠覆性的商业模式而被选中，这与伍德女士的投资策略非常契合。</blockquote></p><p> Here, we’ll take a closer look at Cathie Wood's “meme stock” bet. This is what you should know about TDOC shares.</p><p><blockquote>在这里，我们将仔细看看凯西-伍德（Cathie Wood）的 “备忘录股票 ”赌注。这是您应该了解的有关 TDOC 股票的信息。</blockquote></p><p> <b>Cathie Wood is buying the dip</b></p><p><blockquote><b>凯西·伍德逢低买入</b></blockquote></p><p> Cathie Wood’s bullishness on Teladoc stock is undeniable. The telemedicine company is thelargestholding, by percentage, in the ARK Genomic Revolution ETF&nbsp;(<b>ARKG</b>), accounting for 7% of the fund. It’s also thethird-largestholding on the ARK Innovation ETF&nbsp;(<b>ARKK</b>), accounting for 6.5% of the fund and sitting below only Tesla&nbsp;(<b>TSLA</b>)&nbsp;and Roku&nbsp;(<b>ROKU</b>)&nbsp;in weight share.</p><p><blockquote>凯西-伍德（Cathie Wood）对 Teladoc 股票的看好是不可否认的。按百分比计算，这家远程医疗公司是 ARK Genomic Revolution ETF 中最大的持股公司（<b>方舟</b>），占基金的7%。它也是方舟创新 ETF 的第三大持股（<b>方舟</b>），占基金的6.5%，仅次于特斯拉（<b>特斯拉</b>）和Roku（<b>ROKU</b>）的重量份额。</blockquote></p><p> In all of Ark Invest’s ETFs combined, Teladoc stock is the second-largest holding. In fact, Ark Invest owns nearly 11% of all TDOC shares, with shares having been bought at prices ranging from $148 to $172.</p><p><blockquote>在 Ark Invest 的所有 ETF 中，Teladoc 股票是第二大持股。事实上，Ark Invest 拥有 TDOC 所有股票的近 11%，股票的购买价格从 148 美元到 172 美元不等。</blockquote></p><p> Cathie Wood&nbsp;started&nbsp;investing in Teladoc in September of 2020, right in the middle of the COVID-19 pandemic. Early this year, Wood&nbsp;mentioned&nbsp;that her bullishness on Teladoc is due to her optimism about telemedicine innovations driven by artificial intelligence (AI). She expects the AI market to potentially reach $30 trillion over the next ten years. Following Teledoc’s&nbsp;acquisition of Livongo, Mrs. Wood believes Teladoc stands to be a clear beneficiary of AI market trends.</p><p><blockquote>Cathie Wood 于 2020 年 9 月开始投资 Teladoc，当时正值 COVID-19 大流行期间。今年早些时候，伍德提到，她看好Teladoc是因为她对人工智能（AI）驱动的远程医疗创新持乐观态度。她预计未来十年人工智能市场可能达到 30 万亿美元。在 Teledoc 收购 Livongo 之后，Wood 女士认为 Teledoc 将成为人工智能市场趋势的明显受益者。</blockquote></p><p> When asked about the prospect of Teladoc and other pandemic stay-at-home plays in a post-pandemic world, Mrs. Wood reiterated her belief that COVID-19 has only accelerated ongoing innovation processes, which will continue whether or not the pandemic peters out.</p><p><blockquote>当被问及Teladoc和其他疫情在家游戏在后疫情世界中的前景时，伍德女士重申了她的信念，即新冠肺炎只是加速了正在进行的创新进程，无论疫情是否退出，创新进程都将继续下去。</blockquote></p><p> Mrs. Wood made these statements in late February 2021. Since then, TDOC stock has dropped nearly 65% — yet Wood has continued to buy dips even into early December this year.</p><p><blockquote>伍德夫人在2021年2月下旬发表了这些声明。此后，TDOC 股价下跌了近 65%，但伍德甚至在今年 12 月初仍在继续逢低买入。</blockquote></p><p> See the chart below:</p><p><blockquote>请参阅下图：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/688b2b77400231262232209461b60052\" tg-width=\"1212\" tg-height=\"632\" width=\"100%\" height=\"auto\"><span>Figure 2: ARKK holdings of Teladoc Health.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：Teladoc Health 的 ARKK 持股。</span></p></blockquote></p><p> <b>Why is TDOC a meme stock?</b></p><p><blockquote><b>为什么 TDOC 是一只模因股票？</b></blockquote></p><p> The recently launched MEME ETF bases its methodology for selecting “meme stocks” on factors including a “social media activity score” (which itself is based on the number of social media mentions) and a short interest-based ranking. Holdings are then adjusted every two weeks based on updated calculations.</p><p><blockquote>最近推出的 MEME ETF 选择 “MEME 股票 ”的方法基于 “社交媒体活动得分 ”（社交媒体活动得分本身是基于社交媒体提及次数）和基于兴趣的空头排名等因素。然后根据更新的计算每两周调整一次持有量。</blockquote></p><p> Teladoc sits at the third position, by weight, on the MEME ETF holdings list (see below).</p><p><blockquote>按权重计算，Teladoc 在 MEME ETF 持有名单中排名第三（见下文）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/709d088c2501963d4a67373794a1b597\" tg-width=\"898\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>Figure 3: MEME ETF holdings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：模因 ETF 持有量。</span></p></blockquote></p><p> A sizable&nbsp;14% of TDOC’s float&nbsp;is currently shorted. Bearishness surrounding the stock’s poor trading performance and weak outlooks for a post-pandemic scenario may have worked to drive both TDOC’s short interest<i>and</i>its popularity on main discussion forums.</p><p><blockquote>目前，TDOC 有 14% 的流通量被做空。围绕该股糟糕交易表现的看跌情绪以及大流行后情景的疲软前景可能推动了 TDOC 的空头兴趣。<i>和</i>它在主要论坛上的受欢迎程度。</blockquote></p><p> <b>Wall Street sees TDOC as undervalued</b></p><p><blockquote><b>华尔街认为 TDOC 被低估</b></blockquote></p><p> Analysts’&nbsp;consensus&nbsp;on TDOC shares currently suggests the stock is a “moderate buy.” Its average price target, $159, implies a 67% upside ahead – that’s based on the last three months of analysis provided by 22 Wall Street experts.</p><p><blockquote>分析师目前对 TDOC 股票的共识是 “适度买入”。其平均目标价为 159 美元，意味着未来有 67% 的上涨空间--这是根据 22 位华尔街专家过去三个月提供的分析得出的。</blockquote></p><p> Bulls, like Credit Suisse’s Jailendra Singh, forecast more than 115% upside potential ahead for Teladoc stock. His buy rating is based on Teladoc outperforming its peers. But he also&nbsp;mentioned&nbsp;that downside risks such as loss of any major contracts and failure to improve revenue and margins from current members may impact his bullish share price target, which he&nbsp;lowered&nbsp;by a dollar a month ago to $207.</p><p><blockquote>瑞士信贷（Credit Suisse）的贾伦德拉-辛格（Jailendra Singh）等多头预测，Teladoc 股票未来的上涨潜力将超过 115%。他的买入评级是基于 Teladoc 的表现优于同行。但他也提到，失去任何主要合同以及未能提高现有成员的收入和利润率等下行风险可能会影响他的看涨股价目标，他一个月前将该目标下调了 1 美元，至 207 美元。</blockquote></p><p></p><p> At the same time, even a more skeptical analyst, like Jefferies analyst Glen Santagelo, who put out a&nbsp;neutral&nbsp;rating on TDOC shares, sees 18% upside ahead. Santagelo is concerned about multiple upcoming expansions, as revenue deceleration and investments’ impact on margins for FY 2022 may have compromised some of TDOC’s acquisition power. Nevertheless, the analyst remains “cautiously optimistic” on their outlook for Primary360, a key service that allows members to choose a primary care provider and work with a care team.</p><p><blockquote>与此同时，即使是一位更为怀疑的分析师，比如杰富瑞分析师格伦·桑塔杰洛（Glen Santagelo），他对 TDOC 股票给出了中性评级，也认为未来还有 18% 的上涨空间。Santagelo 对即将进行的多项扩张感到担忧，因为收入放缓和投资对 2022 财年利润率的影响可能会损害 TDOC 的部分收购能力。尽管如此，这位分析师对 Primary360 的前景仍然 “谨慎乐观”，Primary360 是一项重要服务，允许会员选择初级保健提供者并与护理团队合作。</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>Teladoc Stock: Is Cathie Wood’s Meme Stock a Buy?<blockquote>Teladoc 股票： Cathie Wood 的 Meme 股票值得买入吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTeladoc Stock: Is Cathie Wood’s Meme Stock a Buy?<blockquote>Teladoc 股票： Cathie Wood 的 Meme 股票值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-27 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Teladoc has arguably reached “meme” status. But this Cathie Wood-backed telemedicine company is nearly 70% off its all-time highs from earlier this year.</p><p><blockquote>Teladoc 可以说已经达到了 “迷因 ”的地位。但这家由 Cathie Wood 支持的远程医疗公司较今年早些时候的历史高点下跌了近 70%。</blockquote></p><p> The largest telehealth provider company in the world, Teladoc&nbsp;has been looking quite meme-y as of late. Its popularity on major discussion forums has risen; there’s increased short interest following its poor trading performance through the latter half of this year;<i>and</i>TDOC shares are one of the main holdings of the recently launched MEME ETF.</p><p><blockquote>作为世界上最大的远程医疗提供商，Teladoc最近看起来相当迷因化。它在主要论坛上的受欢迎程度有所上升；由于今年下半年交易表现不佳，空头兴趣有所增加；<i>和</i>TDOC 股票是最近推出的 MEME ETF 的主要持股之一。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d7ade96a142c2c31535c4c05941b745\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Figure 1: Teladoc offices.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Teladoc办公室。</span></p></blockquote></p><p> Teladoc stock has also drawn investors’ attention because the company is one of the largest positions in Cathie Wood’s ARK Invest ETF family. The company was chosen for its disruptive business model, which fits right in with Ms. Wood’s investment strategy.</p><p><blockquote>Teladoc 股票也引起了投资者的关注，因为该公司是 Cathie Wood 的 ARK Invest ETF 家族中最大的持仓之一。该公司因其颠覆性的商业模式而被选中，这与伍德女士的投资策略非常契合。</blockquote></p><p> Here, we’ll take a closer look at Cathie Wood's “meme stock” bet. This is what you should know about TDOC shares.</p><p><blockquote>在这里，我们将仔细看看凯西-伍德（Cathie Wood）的 “备忘录股票 ”赌注。这是您应该了解的有关 TDOC 股票的信息。</blockquote></p><p> <b>Cathie Wood is buying the dip</b></p><p><blockquote><b>凯西·伍德逢低买入</b></blockquote></p><p> Cathie Wood’s bullishness on Teladoc stock is undeniable. The telemedicine company is thelargestholding, by percentage, in the ARK Genomic Revolution ETF&nbsp;(<b>ARKG</b>), accounting for 7% of the fund. It’s also thethird-largestholding on the ARK Innovation ETF&nbsp;(<b>ARKK</b>), accounting for 6.5% of the fund and sitting below only Tesla&nbsp;(<b>TSLA</b>)&nbsp;and Roku&nbsp;(<b>ROKU</b>)&nbsp;in weight share.</p><p><blockquote>凯西-伍德（Cathie Wood）对 Teladoc 股票的看好是不可否认的。按百分比计算，这家远程医疗公司是 ARK Genomic Revolution ETF 中最大的持股公司（<b>方舟</b>），占基金的7%。它也是方舟创新 ETF 的第三大持股（<b>方舟</b>），占基金的6.5%，仅次于特斯拉（<b>特斯拉</b>）和Roku（<b>ROKU</b>）的重量份额。</blockquote></p><p> In all of Ark Invest’s ETFs combined, Teladoc stock is the second-largest holding. In fact, Ark Invest owns nearly 11% of all TDOC shares, with shares having been bought at prices ranging from $148 to $172.</p><p><blockquote>在 Ark Invest 的所有 ETF 中，Teladoc 股票是第二大持股。事实上，Ark Invest 拥有 TDOC 所有股票的近 11%，股票的购买价格从 148 美元到 172 美元不等。</blockquote></p><p> Cathie Wood&nbsp;started&nbsp;investing in Teladoc in September of 2020, right in the middle of the COVID-19 pandemic. Early this year, Wood&nbsp;mentioned&nbsp;that her bullishness on Teladoc is due to her optimism about telemedicine innovations driven by artificial intelligence (AI). She expects the AI market to potentially reach $30 trillion over the next ten years. Following Teledoc’s&nbsp;acquisition of Livongo, Mrs. Wood believes Teladoc stands to be a clear beneficiary of AI market trends.</p><p><blockquote>Cathie Wood 于 2020 年 9 月开始投资 Teladoc，当时正值 COVID-19 大流行期间。今年早些时候，伍德提到，她看好Teladoc是因为她对人工智能（AI）驱动的远程医疗创新持乐观态度。她预计未来十年人工智能市场可能达到 30 万亿美元。在 Teledoc 收购 Livongo 之后，Wood 女士认为 Teledoc 将成为人工智能市场趋势的明显受益者。</blockquote></p><p> When asked about the prospect of Teladoc and other pandemic stay-at-home plays in a post-pandemic world, Mrs. Wood reiterated her belief that COVID-19 has only accelerated ongoing innovation processes, which will continue whether or not the pandemic peters out.</p><p><blockquote>当被问及Teladoc和其他疫情在家游戏在后疫情世界中的前景时，伍德女士重申了她的信念，即新冠肺炎只是加速了正在进行的创新进程，无论疫情是否退出，创新进程都将继续下去。</blockquote></p><p> Mrs. Wood made these statements in late February 2021. Since then, TDOC stock has dropped nearly 65% — yet Wood has continued to buy dips even into early December this year.</p><p><blockquote>伍德夫人在2021年2月下旬发表了这些声明。此后，TDOC 股价下跌了近 65%，但伍德甚至在今年 12 月初仍在继续逢低买入。</blockquote></p><p> See the chart below:</p><p><blockquote>请参阅下图：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/688b2b77400231262232209461b60052\" tg-width=\"1212\" tg-height=\"632\" width=\"100%\" height=\"auto\"><span>Figure 2: ARKK holdings of Teladoc Health.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：Teladoc Health 的 ARKK 持股。</span></p></blockquote></p><p> <b>Why is TDOC a meme stock?</b></p><p><blockquote><b>为什么 TDOC 是一只模因股票？</b></blockquote></p><p> The recently launched MEME ETF bases its methodology for selecting “meme stocks” on factors including a “social media activity score” (which itself is based on the number of social media mentions) and a short interest-based ranking. Holdings are then adjusted every two weeks based on updated calculations.</p><p><blockquote>最近推出的 MEME ETF 选择 “MEME 股票 ”的方法基于 “社交媒体活动得分 ”（社交媒体活动得分本身是基于社交媒体提及次数）和基于兴趣的空头排名等因素。然后根据更新的计算每两周调整一次持有量。</blockquote></p><p> Teladoc sits at the third position, by weight, on the MEME ETF holdings list (see below).</p><p><blockquote>按权重计算，Teladoc 在 MEME ETF 持有名单中排名第三（见下文）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/709d088c2501963d4a67373794a1b597\" tg-width=\"898\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>Figure 3: MEME ETF holdings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：模因 ETF 持有量。</span></p></blockquote></p><p> A sizable&nbsp;14% of TDOC’s float&nbsp;is currently shorted. Bearishness surrounding the stock’s poor trading performance and weak outlooks for a post-pandemic scenario may have worked to drive both TDOC’s short interest<i>and</i>its popularity on main discussion forums.</p><p><blockquote>目前，TDOC 有 14% 的流通量被做空。围绕该股糟糕交易表现的看跌情绪以及大流行后情景的疲软前景可能推动了 TDOC 的空头兴趣。<i>和</i>它在主要论坛上的受欢迎程度。</blockquote></p><p> <b>Wall Street sees TDOC as undervalued</b></p><p><blockquote><b>华尔街认为 TDOC 被低估</b></blockquote></p><p> Analysts’&nbsp;consensus&nbsp;on TDOC shares currently suggests the stock is a “moderate buy.” Its average price target, $159, implies a 67% upside ahead – that’s based on the last three months of analysis provided by 22 Wall Street experts.</p><p><blockquote>分析师目前对 TDOC 股票的共识是 “适度买入”。其平均目标价为 159 美元，意味着未来有 67% 的上涨空间--这是根据 22 位华尔街专家过去三个月提供的分析得出的。</blockquote></p><p> Bulls, like Credit Suisse’s Jailendra Singh, forecast more than 115% upside potential ahead for Teladoc stock. His buy rating is based on Teladoc outperforming its peers. But he also&nbsp;mentioned&nbsp;that downside risks such as loss of any major contracts and failure to improve revenue and margins from current members may impact his bullish share price target, which he&nbsp;lowered&nbsp;by a dollar a month ago to $207.</p><p><blockquote>瑞士信贷（Credit Suisse）的贾伦德拉-辛格（Jailendra Singh）等多头预测，Teladoc 股票未来的上涨潜力将超过 115%。他的买入评级是基于 Teladoc 的表现优于同行。但他也提到，失去任何主要合同以及未能提高现有成员的收入和利润率等下行风险可能会影响他的看涨股价目标，他一个月前将该目标下调了 1 美元，至 207 美元。</blockquote></p><p></p><p> At the same time, even a more skeptical analyst, like Jefferies analyst Glen Santagelo, who put out a&nbsp;neutral&nbsp;rating on TDOC shares, sees 18% upside ahead. Santagelo is concerned about multiple upcoming expansions, as revenue deceleration and investments’ impact on margins for FY 2022 may have compromised some of TDOC’s acquisition power. Nevertheless, the analyst remains “cautiously optimistic” on their outlook for Primary360, a key service that allows members to choose a primary care provider and work with a care team.</p><p><blockquote>与此同时，即使是一位更为怀疑的分析师，比如杰富瑞分析师格伦·桑塔杰洛（Glen Santagelo），他对 TDOC 股票给出了中性评级，也认为未来还有 18% 的上涨空间。Santagelo 对即将进行的多项扩张感到担忧，因为收入放缓和投资对 2022 财年利润率的影响可能会损害 TDOC 的部分收购能力。尽管如此，这位分析师对 Primary360 的前景仍然 “谨慎乐观”，Primary360 是一项重要服务，允许会员选择初级保健提供者并与护理团队合作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/teladoc-stock-is-cathie-woods-meme-stock-a-buy\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/teladoc-stock-is-cathie-woods-meme-stock-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170511361","content_text":"Teladoc has arguably reached “meme” status. But this Cathie Wood-backed telemedicine company is nearly 70% off its all-time highs from earlier this year.\nThe largest telehealth provider company in the world, Teladoc has been looking quite meme-y as of late. Its popularity on major discussion forums has risen; there’s increased short interest following its poor trading performance through the latter half of this year;andTDOC shares are one of the main holdings of the recently launched MEME ETF.\nFigure 1: Teladoc offices.\nTeladoc stock has also drawn investors’ attention because the company is one of the largest positions in Cathie Wood’s ARK Invest ETF family. The company was chosen for its disruptive business model, which fits right in with Ms. Wood’s investment strategy.\nHere, we’ll take a closer look at Cathie Wood's “meme stock” bet. This is what you should know about TDOC shares.\nCathie Wood is buying the dip\nCathie Wood’s bullishness on Teladoc stock is undeniable. The telemedicine company is thelargestholding, by percentage, in the ARK Genomic Revolution ETF (ARKG), accounting for 7% of the fund. It’s also thethird-largestholding on the ARK Innovation ETF (ARKK), accounting for 6.5% of the fund and sitting below only Tesla (TSLA) and Roku (ROKU) in weight share.\nIn all of Ark Invest’s ETFs combined, Teladoc stock is the second-largest holding. In fact, Ark Invest owns nearly 11% of all TDOC shares, with shares having been bought at prices ranging from $148 to $172.\nCathie Wood started investing in Teladoc in September of 2020, right in the middle of the COVID-19 pandemic. Early this year, Wood mentioned that her bullishness on Teladoc is due to her optimism about telemedicine innovations driven by artificial intelligence (AI). She expects the AI market to potentially reach $30 trillion over the next ten years. Following Teledoc’s acquisition of Livongo, Mrs. Wood believes Teladoc stands to be a clear beneficiary of AI market trends.\nWhen asked about the prospect of Teladoc and other pandemic stay-at-home plays in a post-pandemic world, Mrs. Wood reiterated her belief that COVID-19 has only accelerated ongoing innovation processes, which will continue whether or not the pandemic peters out.\nMrs. Wood made these statements in late February 2021. Since then, TDOC stock has dropped nearly 65% — yet Wood has continued to buy dips even into early December this year.\nSee the chart below:\nFigure 2: ARKK holdings of Teladoc Health.\nWhy is TDOC a meme stock?\nThe recently launched MEME ETF bases its methodology for selecting “meme stocks” on factors including a “social media activity score” (which itself is based on the number of social media mentions) and a short interest-based ranking. Holdings are then adjusted every two weeks based on updated calculations.\nTeladoc sits at the third position, by weight, on the MEME ETF holdings list (see below).\nFigure 3: MEME ETF holdings.\nA sizable 14% of TDOC’s float is currently shorted. Bearishness surrounding the stock’s poor trading performance and weak outlooks for a post-pandemic scenario may have worked to drive both TDOC’s short interestandits popularity on main discussion forums.\nWall Street sees TDOC as undervalued\nAnalysts’ consensus on TDOC shares currently suggests the stock is a “moderate buy.” Its average price target, $159, implies a 67% upside ahead – that’s based on the last three months of analysis provided by 22 Wall Street experts.\nBulls, like Credit Suisse’s Jailendra Singh, forecast more than 115% upside potential ahead for Teladoc stock. His buy rating is based on Teladoc outperforming its peers. But he also mentioned that downside risks such as loss of any major contracts and failure to improve revenue and margins from current members may impact his bullish share price target, which he lowered by a dollar a month ago to $207.\nAt the same time, even a more skeptical analyst, like Jefferies analyst Glen Santagelo, who put out a neutral rating on TDOC shares, sees 18% upside ahead. Santagelo is concerned about multiple upcoming expansions, as revenue deceleration and investments’ impact on margins for FY 2022 may have compromised some of TDOC’s acquisition power. Nevertheless, the analyst remains “cautiously optimistic” on their outlook for Primary360, a key service that allows members to choose a primary care provider and work with a care team.","news_type":1,"symbols_score_info":{"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":3561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698705771,"gmtCreate":1640525888256,"gmtModify":1640525888574,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698705771","repostId":"1166698166","repostType":4,"repost":{"id":"1166698166","kind":"news","pubTimestamp":1640484465,"share":"https://www.laohunote.com/m/news/1166698166?lang=zh_CN&edition=full","pubTime":"2021-12-26 10:07","market":"us","language":"en","title":"Clover Health Is Not the $2 Billion Stock to Buy for 2022<blockquote>Clover Health 不是 2022 年值得购买的 20 亿美元股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166698166","media":"InvestorPlace","summary":"Clover Health(NASDAQ:CLOV) finished its first day of trading in early January with CLOV stock worth ","content":"<p><div> Clover Health(NASDAQ:CLOV) finished its first day of trading in early January with CLOV stock worth approximately$7 billion. It had just completed its merger with Social Capital Hedosophia III, the ...</p><p><blockquote><div>Clover Health（纳斯达克股票代码：CLOV）于 1 月初完成了首个交易日，CLOV 股票价值约 70 亿美元。它刚刚完成了与社会资本Hedosophia III的合并……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/clover-health-and-clov-stock-is-not-the-2-billion-stock-to-buy-for-2022/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/clover-health-and-clov-stock-is-not-the-2-billion-stock-to-buy-for-2022/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Clover Health Is Not the $2 Billion Stock to Buy for 2022<blockquote>Clover Health 不是 2022 年值得购买的 20 亿美元股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nClover Health Is Not the $2 Billion Stock to Buy for 2022<blockquote>Clover Health 不是 2022 年值得购买的 20 亿美元股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 10:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Clover Health(NASDAQ:CLOV) finished its first day of trading in early January with CLOV stock worth approximately$7 billion. It had just completed its merger with Social Capital Hedosophia III, the ...</p><p><blockquote><div>Clover Health（纳斯达克股票代码：CLOV）于 1 月初完成了首个交易日，CLOV 股票价值约 70 亿美元。它刚刚完成了与社会资本Hedosophia III的合并……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/clover-health-and-clov-stock-is-not-the-2-billion-stock-to-buy-for-2022/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/clover-health-and-clov-stock-is-not-the-2-billion-stock-to-buy-for-2022/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/clover-health-and-clov-stock-is-not-the-2-billion-stock-to-buy-for-2022/\">InvestorPlace</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":{"CLOV":"Clover Health Corp"},"source_url":"https://investorplace.com/2021/12/clover-health-and-clov-stock-is-not-the-2-billion-stock-to-buy-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166698166","content_text":"Clover Health(NASDAQ:CLOV) finished its first day of trading in early January with CLOV stock worth approximately$7 billion. It had just completed its merger with Social Capital Hedosophia III, the special purpose acquisition company (SPAC) sponsored by “Silicon Valley venture capitalist” Chamath Palihapitiya.\nToday, as I write this, it’s worth approximately $1.94 billion, 74% less than it’s $7 billion valuation.\nWhen I last wrote about Clover Health in early December,I suggested,“only the most speculative investors ought to be anywhere near this healthcare stock.” Since then, CLOV stock has lost another 9% as we approach the end of the year.\nWhile CLOV stock is trading for pennies over $4, here are three similarly-valued stocks to buy for 2022.\nForget CLOV Stock — Buy This Instead\nAccording toFinviz.com,there are64 stocks with a market capitalization between $1.9 billion and $2 billion. My three picks grow sales, generate profits, and possess solid balance sheets. If you’re lucky, at least one will pay a decent dividend.\nUltimately, all three are, in my opinion, safer bets than CLOV in 2022.\nSonic Automotive(NYSE:SAH) is my first pick. It has a current market cap of $2 billion. Its stock is up 25.77% year-to-date (YTD), 258 basis points less than theS&P 500.\nSonic is one of the top automotive retailers in America. Its 119 dealerships are located in 17 states and represent more than 25 brands. In its latest fiscal year, it sold 93,000 new vehicles and 159,000 used vehicles, generating $9.8 billion in revenue.  It expects to grow its revenue to $25 billion by 2025.\nFrom a brand breakdown, luxury accounts for 55% of its sales with BMW, Mercedes, and Audi accounting for 71% of its luxury vehicle sales.\nIn 2021’s third-quarter, its revenues grew by 20.6% to $3.07 billion. Its net income rose 46.9% to $84.7 million and its total debt is$1.97 billion or 56% of its total assets.\nThe company’s Echo Park used car business should be a big contributor as it pushes to $25 billion in sales by 2025.\nThe Second Alternative to CLOV Stock\nSally Beauty Holdings(NYSE:SBH) business and the stock bounced back in 2021. That’s great news for long-time shareholders. Up 42.8% YTD, SBH’s five-year return looks a little better as a result. However, it’s down 29% on a cumulative basis over the past 60 months.\nBack in May 2017, I compared Sally Beauty and Ulta Beauty Holdings(NASDAQ:ULTA). ULTA was on a bit of a roll, while SBH was stumbling and bumbling. So, wisely, I said ULTA was the better stock to buy. Ulta is up 28.2% since — it’s also had its ups and downs — while SBH is up 3.8% over the same period.\nHowever, I thought Sally Beauty’s restructuring at the time was gaining traction. While Covid-19 didn’t help its business, its most recent results are encouraging.\nFor all of fiscal 2021, its sales increased10.3% to $3.87 billion with 10.2% same-store sales growth. Its operating earnings grew 44.2% in 2021 to $622.7 million, and it managed to reduce its debt by $420 million in the past year. That puts its long-term debt at $1.38 billion or 48% of its total assets.\nOn Oct. 1, board member Denise Paulonistook over as chief executive officer (CEO)of the company. She is tasked with growing sales and profits after previous CEO Chris Brinkman thoroughly modernized its beauty business during his six-year tenure.\nA Final Possibility\nMy final alternative is Goldman Sachs BDC(NYSE:GSBD). It was founded in 2012 to make debt and equity investments in middle-market companies — defined as earnings before interest, taxes, depreciation and amortization (EBITDA) earnings of$5 million to $200 million— and merged with Goldman Sachs Middle Market Lending Corp. (MMLC) in October 2020.\nAs a result of the merger, GSBD’s asset base more than doubled to$3.5 billion. The MMLC shareholders received 1.1336 GSBD shares for every share of MMLC.\nGSBD had $3.11 billion in investments and $401.8 million in unfunded commitments for111 portfolio companies across 37 industries at the end of September. Approximately 84% of its assets are first lien loans with an average yield of 8.4%.\nIt’s essential to remember that this is an investment focused on income rather than capital appreciation. The BDC’s current quarterly distribution of $0.50 yields a very high 10.4%.\nDo not buy GSBD if you’re expecting capital appreciation. However, if you’re willing to take on more risk than a guaranteed investment, it’s an excellent way to boost your income portfolio.\nNone of these three alternatives to CLOV stock are a sure thing. But, that said, I don’t believe they possess the same amount of risk as Clover Health.","news_type":1,"symbols_score_info":{"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":2780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698698203,"gmtCreate":1640358682964,"gmtModify":1640358683240,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698698203","repostId":"1168664020","repostType":4,"repost":{"id":"1168664020","kind":"news","pubTimestamp":1640339173,"share":"https://www.laohunote.com/m/news/1168664020?lang=zh_CN&edition=full","pubTime":"2021-12-24 17:46","market":"us","language":"en","title":"The Fed Has Created the Monster Market: What's in Store for 2022?<blockquote>美联储创造了怪物市场：2022 年将会发生什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168664020","media":"Realmoney","summary":"The year 2021 should be labeled as the one that confounded even the most experienced of investors. T","content":"<p>The year 2021 should be labeled as the one that confounded even the most experienced of investors. Two years after the pandemic where the global central banks flushed the market with unimaginable liquidity in a short period of time to boost an economy that came to a grinding halt, one wonders why the U.S. central bank is still adding net liquidity to the market today, albeit at a slower pace. The Fed's mantra all throughout 2021 has been that \"inflation is transitory.\" But up until recently, when inflation is seen in everything from milk, coffee, rents, lumber, gas, construction, steel... to anything consumer related, even the Fed cannot use this word with a straight face. Using the word transitory loosely can still work if the horizon is anywhere from three months to two years. It seems the bond and rates markets have now forced the hand of the Fed to realize that inflation is certainly not transitory and they need to do something about it.</p><p><blockquote>2021年应该被称为连最有经验的投资者都感到困惑的一年。疫情爆发两年后，全球央行在短时间内向市场注入了难以想象的流动性，以提振陷入停滞的经济，人们不禁要问，为什么美国央行今天仍在向市场增加净流动性，尽管速度较慢。美联储在 2021 年全年的口号一直是“通胀是暂时的”。但直到最近，通货膨胀出现在从牛奶、咖啡、租金、木材、天然气、建筑、钢铁的一切领域……对于任何与消费者相关的事情，即使是美联储也不能板着脸使用这个词。如果时间范围在三个月到两年之间，松散地使用“短暂”这个词仍然有效。债券和利率市场现在似乎迫使美联储意识到通胀肯定不是暂时的，他们需要对此采取措施。</blockquote></p><p> The last two years has seen an \"everything bubble.\" Whether we like to believe it or not, all asset classes have risen with the same tide that the Fed created via its liquidity injection, some just a bit more based on beta and leverage. Many fund managers can use the word \"alpha\" to justify their returns, but in short, this Fed liquidity has distorted a host of asset prices and taking some of the larger ones way beyond their own fundamental value given what real yields and rates had done. A good example is the ARK Next Generation Internet ETF (ARKW) and racy tech growth stocks, after rallying in excess of 100%+, they have all now fallen over 50%+ the past few months, when the fundamental picture has not changed.</p><p><blockquote>过去两年出现了“一切泡沫”。不管我们是否愿意相信，所有资产类别都随着美联储通过注入流动性创造的相同浪潮而上涨，有些资产类别只是基于贝塔系数和杠杆率。许多基金经理可以使用“阿尔法”一词来证明他们的回报是合理的，但简而言之，美联储的这种流动性扭曲了大量资产价格，并考虑到实际收益率和利率的影响，使一些较大的资产价格超出了其自身的基本价值。一个很好的例子是 ARK 下一代互联网 ETF (ARKW) 和活跃的科技成长型股票，在上涨超过 100% 以上后，在过去几个月中，它们现在都下跌了 50% 以上，而基本面并没有改变。</blockquote></p><p> And the simple reason is that liquidity is getting less and less in the market as the Fed is slowing down its asset purchases. Most emerging markets central banks and some developed ones have started raising rates, yet the Fed is still buying up to $90B-$100B of assets each month, two years after the pandemic. This at a time when jobless claims are at lows and the economy has recovered close to pre-pandemic levels from the demand side, if not from the employment side. The Fed's target for QE was to get employment back to pre Covid levels, but that goal post is much further now as participation rate has lagged. A lot of people have permanently retired from the workforce and this is something that the Fed is realizing just now.</p><p><blockquote>原因很简单，随着美联储放缓资产购买速度，市场上的流动性越来越少。大多数新兴市场央行和一些发达国家央行已经开始加息，但在大流行两年后，美联储每月仍购买高达 900 亿至 1000 亿美元的资产。此时，申请失业救济人数处于较低水平，经济从需求方面（如果不是从就业方面）已恢复接近大流行前的水平。美联储量化宽松的目标是让就业回到新冠疫情前的水平，但由于参与率滞后，这一目标现在要远得多。许多人已经永久退出劳动力市场，这是美联储现在正在意识到的事情。</blockquote></p><p> The latest FOMC meeting presided by the Fed announced that they would reduce their asset purchases even more aggressively by $30B per month instead of $15B. At this rate, the Fed will end its QE around March 2022. The bigger question now is how soon and how fast will the Fed start to raise rates? The market is pricing in about three rate hikes just in 2022 alone. If supply chain shortages persist, inflation is not expected to come down any time soon. As we enter 2022, we are entering an economy that is robust but at risk of plateauing post the liquidity induced demand surge, and with heightened inflation not seen since the 1980s! The year over year CPI rate is averaging between 6%-7% now, and it is at an alarmingly uncomfortable level. We are entering 2022 in a slight stagflationary environment, one that has not been seen or traded by the majority of traders that now exist in the market.</p><p><blockquote>美联储主持的最新联邦公开市场委员会会议宣布，他们将更积极地每月减少 300 亿美元的资产购买，而不是 150 亿美元。按照这个速度，美联储将在2022年3月左右结束量化宽松。现在更大的问题是美联储多久、多快开始加息？市场预计仅在 2022 年就会加息约三次。如果供应链短缺持续，通胀预计不会很快下降。随着我们进入 2022 年，我们正在进入一个强劲的经济，但在流动性引发的需求激增后面临趋于平稳的风险，并且通胀加剧，这是自 20 世纪 80 年代以来从未见过的!CPI同比增长率目前平均在6%-7%之间，处于令人担忧的水平。我们将在轻微的滞胀环境中进入2022年，这是目前市场上的大多数交易者没有看到或交易的环境。</blockquote></p><p> At the moment, there is still net liquidity being added to the market, and that could be one of the main reasons why the S&amp;P 500 will hold up well here, but one wonders whether it can hold these levels in Q1 when fed balance sheet stops increasing altogether. Perhaps it is time for investors to stop focusing on Meme stocks or bankrupt stocks trying \"to make a quick buck\", squeezing out shorts via buying upside calls. Perhaps the market will return to some sort of rational behavior and display some economics 101 characteristics. One thing is for sure, asset allocation will need to shift into assets that are more inflation protected, hard assets like precious metals. Will 2022 finally be the year for gold?</p><p><blockquote>目前，市场仍有净流动性增加，这可能是标普500在这里表现良好的主要原因之一，但人们不禁要问，当美联储资产负债表完全停止增长时，它是否能在第一季度保持这些水平。也许投资者是时候停止关注模因股票或试图“赚快钱”的破产股票，通过购买上行评级来挤出空头了。也许市场会回到某种理性行为，并表现出一些经济学101的特征。有一点是肯定的，资产配置需要转向更受通胀保护的资产，如贵金属。2022年最终会成为黄金之年吗？</blockquote></p><p></p>","source":"lsy1619508253632","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>The Fed Has Created the Monster Market: What's in Store for 2022?<blockquote>美联储创造了怪物市场：2022 年将会发生什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Has Created the Monster Market: What's in Store for 2022?<blockquote>美联储创造了怪物市场：2022 年将会发生什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Realmoney</strong><span class=\"h-time small\">2021-12-24 17:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The year 2021 should be labeled as the one that confounded even the most experienced of investors. Two years after the pandemic where the global central banks flushed the market with unimaginable liquidity in a short period of time to boost an economy that came to a grinding halt, one wonders why the U.S. central bank is still adding net liquidity to the market today, albeit at a slower pace. The Fed's mantra all throughout 2021 has been that \"inflation is transitory.\" But up until recently, when inflation is seen in everything from milk, coffee, rents, lumber, gas, construction, steel... to anything consumer related, even the Fed cannot use this word with a straight face. Using the word transitory loosely can still work if the horizon is anywhere from three months to two years. It seems the bond and rates markets have now forced the hand of the Fed to realize that inflation is certainly not transitory and they need to do something about it.</p><p><blockquote>2021年应该被称为连最有经验的投资者都感到困惑的一年。疫情爆发两年后，全球央行在短时间内向市场注入了难以想象的流动性，以提振陷入停滞的经济，人们不禁要问，为什么美国央行今天仍在向市场增加净流动性，尽管速度较慢。美联储在 2021 年全年的口号一直是“通胀是暂时的”。但直到最近，通货膨胀出现在从牛奶、咖啡、租金、木材、天然气、建筑、钢铁的一切领域……对于任何与消费者相关的事情，即使是美联储也不能板着脸使用这个词。如果时间范围在三个月到两年之间，松散地使用“短暂”这个词仍然有效。债券和利率市场现在似乎迫使美联储意识到通胀肯定不是暂时的，他们需要对此采取措施。</blockquote></p><p> The last two years has seen an \"everything bubble.\" Whether we like to believe it or not, all asset classes have risen with the same tide that the Fed created via its liquidity injection, some just a bit more based on beta and leverage. Many fund managers can use the word \"alpha\" to justify their returns, but in short, this Fed liquidity has distorted a host of asset prices and taking some of the larger ones way beyond their own fundamental value given what real yields and rates had done. A good example is the ARK Next Generation Internet ETF (ARKW) and racy tech growth stocks, after rallying in excess of 100%+, they have all now fallen over 50%+ the past few months, when the fundamental picture has not changed.</p><p><blockquote>过去两年出现了“一切泡沫”。不管我们是否愿意相信，所有资产类别都随着美联储通过注入流动性创造的相同浪潮而上涨，有些资产类别只是基于贝塔系数和杠杆率。许多基金经理可以使用“阿尔法”一词来证明他们的回报是合理的，但简而言之，美联储的这种流动性扭曲了大量资产价格，并考虑到实际收益率和利率的影响，使一些较大的资产价格超出了其自身的基本价值。一个很好的例子是 ARK 下一代互联网 ETF (ARKW) 和活跃的科技成长型股票，在上涨超过 100% 以上后，在过去几个月中，它们现在都下跌了 50% 以上，而基本面并没有改变。</blockquote></p><p> And the simple reason is that liquidity is getting less and less in the market as the Fed is slowing down its asset purchases. Most emerging markets central banks and some developed ones have started raising rates, yet the Fed is still buying up to $90B-$100B of assets each month, two years after the pandemic. This at a time when jobless claims are at lows and the economy has recovered close to pre-pandemic levels from the demand side, if not from the employment side. The Fed's target for QE was to get employment back to pre Covid levels, but that goal post is much further now as participation rate has lagged. A lot of people have permanently retired from the workforce and this is something that the Fed is realizing just now.</p><p><blockquote>原因很简单，随着美联储放缓资产购买速度，市场上的流动性越来越少。大多数新兴市场央行和一些发达国家央行已经开始加息，但在大流行两年后，美联储每月仍购买高达 900 亿至 1000 亿美元的资产。此时，申请失业救济人数处于较低水平，经济从需求方面（如果不是从就业方面）已恢复接近大流行前的水平。美联储量化宽松的目标是让就业回到新冠疫情前的水平，但由于参与率滞后，这一目标现在要远得多。许多人已经永久退出劳动力市场，这是美联储现在正在意识到的事情。</blockquote></p><p> The latest FOMC meeting presided by the Fed announced that they would reduce their asset purchases even more aggressively by $30B per month instead of $15B. At this rate, the Fed will end its QE around March 2022. The bigger question now is how soon and how fast will the Fed start to raise rates? The market is pricing in about three rate hikes just in 2022 alone. If supply chain shortages persist, inflation is not expected to come down any time soon. As we enter 2022, we are entering an economy that is robust but at risk of plateauing post the liquidity induced demand surge, and with heightened inflation not seen since the 1980s! The year over year CPI rate is averaging between 6%-7% now, and it is at an alarmingly uncomfortable level. We are entering 2022 in a slight stagflationary environment, one that has not been seen or traded by the majority of traders that now exist in the market.</p><p><blockquote>美联储主持的最新联邦公开市场委员会会议宣布，他们将更积极地每月减少 300 亿美元的资产购买，而不是 150 亿美元。按照这个速度，美联储将在2022年3月左右结束量化宽松。现在更大的问题是美联储多久、多快开始加息？市场预计仅在 2022 年就会加息约三次。如果供应链短缺持续，通胀预计不会很快下降。随着我们进入 2022 年，我们正在进入一个强劲的经济，但在流动性引发的需求激增后面临趋于平稳的风险，并且通胀加剧，这是自 20 世纪 80 年代以来从未见过的!CPI同比增长率目前平均在6%-7%之间，处于令人担忧的水平。我们将在轻微的滞胀环境中进入2022年，这是目前市场上的大多数交易者没有看到或交易的环境。</blockquote></p><p> At the moment, there is still net liquidity being added to the market, and that could be one of the main reasons why the S&amp;P 500 will hold up well here, but one wonders whether it can hold these levels in Q1 when fed balance sheet stops increasing altogether. Perhaps it is time for investors to stop focusing on Meme stocks or bankrupt stocks trying \"to make a quick buck\", squeezing out shorts via buying upside calls. Perhaps the market will return to some sort of rational behavior and display some economics 101 characteristics. One thing is for sure, asset allocation will need to shift into assets that are more inflation protected, hard assets like precious metals. Will 2022 finally be the year for gold?</p><p><blockquote>目前，市场仍有净流动性增加，这可能是标普500在这里表现良好的主要原因之一，但人们不禁要问，当美联储资产负债表完全停止增长时，它是否能在第一季度保持这些水平。也许投资者是时候停止关注模因股票或试图“赚快钱”的破产股票，通过购买上行评级来挤出空头了。也许市场会回到某种理性行为，并表现出一些经济学101的特征。有一点是肯定的，资产配置需要转向更受通胀保护的资产，如贵金属。2022年最终会成为黄金之年吗？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://realmoney.thestreet.com/investing/the-fed-has-created-the-monster-market-what-s-in-store-for-2022--15869560\">Realmoney</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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://realmoney.thestreet.com/investing/the-fed-has-created-the-monster-market-what-s-in-store-for-2022--15869560","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168664020","content_text":"The year 2021 should be labeled as the one that confounded even the most experienced of investors. Two years after the pandemic where the global central banks flushed the market with unimaginable liquidity in a short period of time to boost an economy that came to a grinding halt, one wonders why the U.S. central bank is still adding net liquidity to the market today, albeit at a slower pace. The Fed's mantra all throughout 2021 has been that \"inflation is transitory.\" But up until recently, when inflation is seen in everything from milk, coffee, rents, lumber, gas, construction, steel... to anything consumer related, even the Fed cannot use this word with a straight face. Using the word transitory loosely can still work if the horizon is anywhere from three months to two years. It seems the bond and rates markets have now forced the hand of the Fed to realize that inflation is certainly not transitory and they need to do something about it.\nThe last two years has seen an \"everything bubble.\" Whether we like to believe it or not, all asset classes have risen with the same tide that the Fed created via its liquidity injection, some just a bit more based on beta and leverage. Many fund managers can use the word \"alpha\" to justify their returns, but in short, this Fed liquidity has distorted a host of asset prices and taking some of the larger ones way beyond their own fundamental value given what real yields and rates had done. A good example is the ARK Next Generation Internet ETF (ARKW) and racy tech growth stocks, after rallying in excess of 100%+, they have all now fallen over 50%+ the past few months, when the fundamental picture has not changed.\nAnd the simple reason is that liquidity is getting less and less in the market as the Fed is slowing down its asset purchases. Most emerging markets central banks and some developed ones have started raising rates, yet the Fed is still buying up to $90B-$100B of assets each month, two years after the pandemic. This at a time when jobless claims are at lows and the economy has recovered close to pre-pandemic levels from the demand side, if not from the employment side. The Fed's target for QE was to get employment back to pre Covid levels, but that goal post is much further now as participation rate has lagged. A lot of people have permanently retired from the workforce and this is something that the Fed is realizing just now.\nThe latest FOMC meeting presided by the Fed announced that they would reduce their asset purchases even more aggressively by $30B per month instead of $15B. At this rate, the Fed will end its QE around March 2022. The bigger question now is how soon and how fast will the Fed start to raise rates? The market is pricing in about three rate hikes just in 2022 alone. If supply chain shortages persist, inflation is not expected to come down any time soon. As we enter 2022, we are entering an economy that is robust but at risk of plateauing post the liquidity induced demand surge, and with heightened inflation not seen since the 1980s! The year over year CPI rate is averaging between 6%-7% now, and it is at an alarmingly uncomfortable level. We are entering 2022 in a slight stagflationary environment, one that has not been seen or traded by the majority of traders that now exist in the market.\nAt the moment, there is still net liquidity being added to the market, and that could be one of the main reasons why the S&P 500 will hold up well here, but one wonders whether it can hold these levels in Q1 when fed balance sheet stops increasing altogether. Perhaps it is time for investors to stop focusing on Meme stocks or bankrupt stocks trying \"to make a quick buck\", squeezing out shorts via buying upside calls. Perhaps the market will return to some sort of rational behavior and display some economics 101 characteristics. One thing is for sure, asset allocation will need to shift into assets that are more inflation protected, hard assets like precious metals. Will 2022 finally be the year for gold?","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691879847,"gmtCreate":1640175670720,"gmtModify":1640175671880,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691879847","repostId":"1130487812","repostType":4,"isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693757809,"gmtCreate":1640087540246,"gmtModify":1640087540524,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693757809","repostId":"2193598841","repostType":4,"isVote":1,"tweetType":1,"viewCount":3487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693085483,"gmtCreate":1639929205863,"gmtModify":1639929206143,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693085483","repostId":"2192903795","repostType":4,"isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699827015,"gmtCreate":1639784169115,"gmtModify":1639784169387,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699827015","repostId":"1125012423","repostType":4,"repost":{"id":"1125012423","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":1639751833,"share":"https://www.laohunote.com/m/news/1125012423?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:37","market":"us","language":"en","title":"Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production<blockquote>Rivian警告供应问题将影响 2021 年产量，早盘交易中股价暴跌超过 12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125012423","media":"Tiger Newspress","summary":"Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production.It highlighted the challenges it is likely to face in ramping up production to take on EV leader Tesla Inc.Rivian also announced plans to build a $5 billion plant to ramp up capacity, while flagging production challenges even as it receives about 2,000 pre-orders every week.\"We don't want to read too much into near-term issues ... but it does highlight the risk that Rivian has a lot on its plate,\" RBC","content":"<p>Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production.<img src=\"https://static.tigerbbs.com/f2cd2f9985fc84125cde2f76f0e9f403\" tg-width=\"764\" tg-height=\"567\" width=\"100%\" height=\"auto\">It&nbsp;highlighted the challenges it is likely to face in ramping up production to take on EV leader Tesla Inc.</p><p><blockquote>Rivian在警告供应问题将影响 2021 年产量后，早盘交易中股价暴跌超过 12%。它强调了其在提高产量以与电动汽车领导者特斯拉公司竞争时可能面临的挑战。</blockquote></p><p> Rivian also announced plans to build a $5 billion plant to ramp up capacity, while flagging production challenges even as it receives about 2,000 pre-orders every week.</p><p><blockquote>Rivian还宣布计划建造一座耗资 50 亿美元的工厂以提高产能，同时尽管每周收到约 2,000 份预订单，但仍应对生产挑战。</blockquote></p><p> \"We don't want to read too much into near-term issues ... but it does highlight the risk that Rivian has a lot on its plate,\" RBC Capital Markets analyst Joseph Spak said.</p><p><blockquote>加拿大皇家银行资本市场分析师 Joseph Spak 表示：“我们不想过多解读近期问题……但这确实凸显了Rivian面临的风险。”</blockquote></p><p> The company expects production to fall \"a few hundred vehicles short\" of its 2021 target of 1,200 due to supply chain constraints.</p><p><blockquote>由于供应链限制，该公司预计产量将比 2021 年 1,200 辆的目标“少几百辆”。</blockquote></p><p> Increasing production of R1T truck, R1S SUV and Amazon's delivery vans within a few months would be akin to \"a really complex orchestra,\" Chief Executive Officer RJ Scaringe said.</p><p><blockquote>首席执行官 RJ Scaringe 表示，在几个月内增加 R1T 卡车、R1S SUV 和亚马逊送货车的产量将类似于“一个非常复杂的管弦乐队”。</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>Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production<blockquote>Rivian警告供应问题将影响 2021 年产量，早盘交易中股价暴跌超过 12%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production<blockquote>Rivian警告供应问题将影响 2021 年产量，早盘交易中股价暴跌超过 12%</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\">2021-12-17 22:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production.<img src=\"https://static.tigerbbs.com/f2cd2f9985fc84125cde2f76f0e9f403\" tg-width=\"764\" tg-height=\"567\" width=\"100%\" height=\"auto\">It&nbsp;highlighted the challenges it is likely to face in ramping up production to take on EV leader Tesla Inc.</p><p><blockquote>Rivian在警告供应问题将影响 2021 年产量后，早盘交易中股价暴跌超过 12%。它强调了其在提高产量以与电动汽车领导者特斯拉公司竞争时可能面临的挑战。</blockquote></p><p> Rivian also announced plans to build a $5 billion plant to ramp up capacity, while flagging production challenges even as it receives about 2,000 pre-orders every week.</p><p><blockquote>Rivian还宣布计划建造一座耗资 50 亿美元的工厂以提高产能，同时尽管每周收到约 2,000 份预订单，但仍应对生产挑战。</blockquote></p><p> \"We don't want to read too much into near-term issues ... but it does highlight the risk that Rivian has a lot on its plate,\" RBC Capital Markets analyst Joseph Spak said.</p><p><blockquote>加拿大皇家银行资本市场分析师 Joseph Spak 表示：“我们不想过多解读近期问题……但这确实凸显了Rivian面临的风险。”</blockquote></p><p> The company expects production to fall \"a few hundred vehicles short\" of its 2021 target of 1,200 due to supply chain constraints.</p><p><blockquote>由于供应链限制，该公司预计产量将比 2021 年 1,200 辆的目标“少几百辆”。</blockquote></p><p> Increasing production of R1T truck, R1S SUV and Amazon's delivery vans within a few months would be akin to \"a really complex orchestra,\" Chief Executive Officer RJ Scaringe said.</p><p><blockquote>首席执行官 RJ Scaringe 表示，在几个月内增加 R1T 卡车、R1S SUV 和亚马逊送货车的产量将类似于“一个非常复杂的管弦乐队”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125012423","content_text":"Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production.It highlighted the challenges it is likely to face in ramping up production to take on EV leader Tesla Inc.\nRivian also announced plans to build a $5 billion plant to ramp up capacity, while flagging production challenges even as it receives about 2,000 pre-orders every week.\n\"We don't want to read too much into near-term issues ... but it does highlight the risk that Rivian has a lot on its plate,\" RBC Capital Markets analyst Joseph Spak said.\nThe company expects production to fall \"a few hundred vehicles short\" of its 2021 target of 1,200 due to supply chain constraints.\nIncreasing production of R1T truck, R1S SUV and Amazon's delivery vans within a few months would be akin to \"a really complex orchestra,\" Chief Executive Officer RJ Scaringe said.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699351316,"gmtCreate":1639751922349,"gmtModify":1639751922939,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699351316","repostId":"2192635973","repostType":4,"isVote":1,"tweetType":1,"viewCount":4784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607422860,"gmtCreate":1639580274046,"gmtModify":1639580274396,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607422860","repostId":"1124975906","repostType":4,"isVote":1,"tweetType":1,"viewCount":3580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607329129,"gmtCreate":1639492017066,"gmtModify":1639492017324,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607329129","repostId":"1131788682","repostType":4,"repost":{"id":"1131788682","kind":"news","pubTimestamp":1639490190,"share":"https://www.laohunote.com/m/news/1131788682?lang=zh_CN&edition=full","pubTime":"2021-12-14 21:56","market":"us","language":"en","title":"Fluor's nuclear energy unit NuScale to go public via $1.9 bln SPAC deal<blockquote>福陆核能部门 NuScale 将通过 19 亿美元的 SPAC 交易上市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131788682","media":"Reuters","summary":"Fluor Corporation said on Tuesday its nuclear energy unit NuScale Power plans to go public by mergin","content":"<p>Fluor Corporation said on Tuesday its nuclear energy unit NuScale Power plans to go public by merging with a blank-check firm in a deal that values the combined entity at $1.9 billion, including debt.</p><p><blockquote>福陆公司周二表示，其核能部门 NuScale Power 计划通过与一家空白支票公司合并上市，合并后实体的估值为 19 亿美元，其中包括债务。</blockquote></p><p> NuScale, which offers nuclear technology solutions for the production of electricity, heat and clean water, is the latest firm looking to cash in on the spurt in clean energy demand amid a rising awareness about climate change.</p><p><blockquote>NuScale 为生产电力、热力和清洁水提供核技术解决方案，是最新一家在气候变化意识日益增强的情况下寻求利用清洁能源需求激增的公司。</blockquote></p><p> Footprint, a company that provides plant-based alternatives to plastic, said earlier on Tuesday it would go public by merging with a blank-check firm led by billionaire Alec Gores.</p><p><blockquote>Footprint 是一家提供植物性塑料替代品的公司，该公司周二早些时候表示，将通过与亿万富翁亚历克·戈尔斯 (Alec Gores) 领导的一家空白支票公司合并来上市。</blockquote></p><p> Fluor said the deal with Spring Valley Acquisition Corp, a special purpose acquisition company, would provide NuScale with $413 million in gross proceeds. That includes a private investment in public equity (PIPE) of about $181 million anchored by Samsung C&amp;T Corporation, DS Private Equity, Segra Capital Management and Pearl Energy.</p><p><blockquote>福陆表示，与特殊目的收购公司 Spring Valley Acquisition Corp 的交易将为 NuScale 提供 4.13 亿美元的总收入。其中包括由三星物产公司、DS Private Equity、Segra Capital Management 和 Pearl Energy 提供的约 1.81 亿美元的公共股权私人投资 (PIPE)。</blockquote></p><p> Special purpose acquisition companies, or SPACs, are publicly-traded shell companies that merge with an unlisted company to take it public.</p><p><blockquote>特殊目的收购公司（SPAC）是与未上市公司合并上市的上市空壳公司。</blockquote></p><p> NuScale intends to use the funds from the deal to scale up its commercial products, including small modular nuclear reactor technology. It also expects the proceeds to help it become cash flow positive.</p><p><blockquote>NuScale 打算利用此次交易的资金扩大其商业产品的规模，包括小型模块化核反应堆技术。它还预计所得款项将帮助其实现正现金流。</blockquote></p><p> After the deal closes, the new company named NuScale Power Corporation will list on the Nasdaq under the ticker symbol \"SMR\". Fluor expects to own 60% of the combined company.</p><p><blockquote>交易完成后，名为NuScale Power Corporation的新公司将在纳斯达克上市，股票代码为“SMR”。福陆预计将拥有合并后公司 60% 的股份。</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>Fluor's nuclear energy unit NuScale to go public via $1.9 bln SPAC deal<blockquote>福陆核能部门 NuScale 将通过 19 亿美元的 SPAC 交易上市</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFluor's nuclear energy unit NuScale to go public via $1.9 bln SPAC deal<blockquote>福陆核能部门 NuScale 将通过 19 亿美元的 SPAC 交易上市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-14 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Fluor Corporation said on Tuesday its nuclear energy unit NuScale Power plans to go public by merging with a blank-check firm in a deal that values the combined entity at $1.9 billion, including debt.</p><p><blockquote>福陆公司周二表示，其核能部门 NuScale Power 计划通过与一家空白支票公司合并上市，合并后实体的估值为 19 亿美元，其中包括债务。</blockquote></p><p> NuScale, which offers nuclear technology solutions for the production of electricity, heat and clean water, is the latest firm looking to cash in on the spurt in clean energy demand amid a rising awareness about climate change.</p><p><blockquote>NuScale 为生产电力、热力和清洁水提供核技术解决方案，是最新一家在气候变化意识日益增强的情况下寻求利用清洁能源需求激增的公司。</blockquote></p><p> Footprint, a company that provides plant-based alternatives to plastic, said earlier on Tuesday it would go public by merging with a blank-check firm led by billionaire Alec Gores.</p><p><blockquote>Footprint 是一家提供植物性塑料替代品的公司，该公司周二早些时候表示，将通过与亿万富翁亚历克·戈尔斯 (Alec Gores) 领导的一家空白支票公司合并来上市。</blockquote></p><p> Fluor said the deal with Spring Valley Acquisition Corp, a special purpose acquisition company, would provide NuScale with $413 million in gross proceeds. That includes a private investment in public equity (PIPE) of about $181 million anchored by Samsung C&amp;T Corporation, DS Private Equity, Segra Capital Management and Pearl Energy.</p><p><blockquote>福陆表示，与特殊目的收购公司 Spring Valley Acquisition Corp 的交易将为 NuScale 提供 4.13 亿美元的总收入。其中包括由三星物产公司、DS Private Equity、Segra Capital Management 和 Pearl Energy 提供的约 1.81 亿美元的公共股权私人投资 (PIPE)。</blockquote></p><p> Special purpose acquisition companies, or SPACs, are publicly-traded shell companies that merge with an unlisted company to take it public.</p><p><blockquote>特殊目的收购公司（SPAC）是与未上市公司合并上市的上市空壳公司。</blockquote></p><p> NuScale intends to use the funds from the deal to scale up its commercial products, including small modular nuclear reactor technology. It also expects the proceeds to help it become cash flow positive.</p><p><blockquote>NuScale 打算利用此次交易的资金扩大其商业产品的规模，包括小型模块化核反应堆技术。它还预计所得款项将帮助其实现正现金流。</blockquote></p><p> After the deal closes, the new company named NuScale Power Corporation will list on the Nasdaq under the ticker symbol \"SMR\". Fluor expects to own 60% of the combined company.</p><p><blockquote>交易完成后，名为NuScale Power Corporation的新公司将在纳斯达克上市，股票代码为“SMR”。福陆预计将拥有合并后公司 60% 的股份。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/fluors-nuclear-energy-unit-nuscale-133939272.html\">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":{"FLR":"福陆"},"source_url":"https://finance.yahoo.com/news/fluors-nuclear-energy-unit-nuscale-133939272.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131788682","content_text":"Fluor Corporation said on Tuesday its nuclear energy unit NuScale Power plans to go public by merging with a blank-check firm in a deal that values the combined entity at $1.9 billion, including debt.\nNuScale, which offers nuclear technology solutions for the production of electricity, heat and clean water, is the latest firm looking to cash in on the spurt in clean energy demand amid a rising awareness about climate change.\nFootprint, a company that provides plant-based alternatives to plastic, said earlier on Tuesday it would go public by merging with a blank-check firm led by billionaire Alec Gores.\nFluor said the deal with Spring Valley Acquisition Corp, a special purpose acquisition company, would provide NuScale with $413 million in gross proceeds. That includes a private investment in public equity (PIPE) of about $181 million anchored by Samsung C&T Corporation, DS Private Equity, Segra Capital Management and Pearl Energy.\nSpecial purpose acquisition companies, or SPACs, are publicly-traded shell companies that merge with an unlisted company to take it public.\nNuScale intends to use the funds from the deal to scale up its commercial products, including small modular nuclear reactor technology. It also expects the proceeds to help it become cash flow positive.\nAfter the deal closes, the new company named NuScale Power Corporation will list on the Nasdaq under the ticker symbol \"SMR\". Fluor expects to own 60% of the combined 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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":1639052194,"share":"https://www.laohunote.com/m/news/1178942550?lang=zh_CN&edition=full","pubTime":"2021-12-09 20:16","market":"us","language":"en","title":"JPMorgan Sees 41% Upside In FuboTV<blockquote>摩根大通预计 FuboTV 上涨 41%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178942550","media":"Tiger Newspress","summary":"FuboTV stock jumped more than 3% in premarket trading after JPMorgan analyst Anna Lizzul initiated c","content":"<p>FuboTV stock jumped more&nbsp;than&nbsp;3% in premarket trading&nbsp;after&nbsp;<b>JPMorgan</b>&nbsp;analyst Anna Lizzul&nbsp;initiated coverage of&nbsp;<b>FuboTV Inc</b>&nbsp;with an Overweight rating and a $28 price target.</p><p><blockquote>富博TV股价在盘前交易中上涨超过3%<b>摩根大通</b>分析师 Anna Lizzul 发起报道<b>富博电视公司</b>跑赢大盘评级，目标价为 28 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cce07fd0309d1a6c9deeb09df9a3078d\" tg-width=\"850\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>JPMorgan</b>&nbsp;analyst Anna Lizzul&nbsp;initiated coverage of&nbsp;<b>FuboTV Inc</b>&nbsp;with an Overweight rating and a $28 price target, implying a 41.63% upside.</p><p><blockquote><b>摩根大通</b>分析师 Anna Lizzul 发起报道<b>富博电视公司</b>跑赢大盘评级和 28 美元的目标价，意味着 41.63% 的上涨空间。</blockquote></p><p> FuboTV launched in 2015 and is a live TV streaming platform, providing subscribers access to live sports, entertainment, and news, Lizzul tells investors in a research note.</p><p><blockquote>Lizzul 在一份研究报告中告诉投资者，FuboTV 于 2015 年推出，是一个直播电视流媒体平台，为用户提供直播体育、娱乐和新闻。</blockquote></p><p> The analyst sees value in the platform as a sports-centric virtual multichannel video programming distributor service but notes the company operates in a \"highly competitive environment.\"</p><p><blockquote>该分析师认为该平台作为以体育为中心的虚拟多渠道视频节目分销商服务具有价值，但指出该公司在“竞争激烈的环境”中运营。</blockquote></p><p> While she sees some long-term risks to the business model, Lizzul believes FuboTV shares present an attractive entry point given the 40% decline since the Q3 earnings report.</p><p><blockquote>虽然她认为该商业模式存在一些长期风险，但 Lizzul 认为，鉴于自第三季度收益报告以来 FuboTV 股价下跌了 40%，这是一个有吸引力的切入点。</blockquote></p><p> FuboTV&nbsp;reported third-quarter&nbsp;revenue of $156.7 million, up 156% year-over-year, beating the consensus of $143.6 million. Advertising revenue was up 147% Y/Y to $18.6 million.</p><p><blockquote>FuboTV 公布第三季度营收为 1.567 亿美元，同比增长 156%，超过市场预期的 1.436 亿美元。广告收入同比增长 147%，达到 1,860 万美元。</blockquote></p><p> FuboTV raised its full-year revenue guidance from $560 million – $570 million to $612 million – $617 million, above the consensus of $577.7 million.</p><p><blockquote>FuboTV 将全年收入指引从 5.6 亿美元至 5.7 亿美元上调至 6.12 亿美元至 6.17 亿美元，高于市场预期的 5.777 亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Sees 41% Upside In FuboTV<blockquote>摩根大通预计 FuboTV 上涨 41%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Sees 41% Upside In FuboTV<blockquote>摩根大通预计 FuboTV 上涨 41%</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\">2021-12-09 20:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>FuboTV stock jumped more&nbsp;than&nbsp;3% in premarket trading&nbsp;after&nbsp;<b>JPMorgan</b>&nbsp;analyst Anna Lizzul&nbsp;initiated coverage of&nbsp;<b>FuboTV Inc</b>&nbsp;with an Overweight rating and a $28 price target.</p><p><blockquote>富博TV股价在盘前交易中上涨超过3%<b>摩根大通</b>分析师 Anna Lizzul 发起报道<b>富博电视公司</b>跑赢大盘评级，目标价为 28 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cce07fd0309d1a6c9deeb09df9a3078d\" tg-width=\"850\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>JPMorgan</b>&nbsp;analyst Anna Lizzul&nbsp;initiated coverage of&nbsp;<b>FuboTV Inc</b>&nbsp;with an Overweight rating and a $28 price target, implying a 41.63% upside.</p><p><blockquote><b>摩根大通</b>分析师 Anna Lizzul 发起报道<b>富博电视公司</b>跑赢大盘评级和 28 美元的目标价，意味着 41.63% 的上涨空间。</blockquote></p><p> FuboTV launched in 2015 and is a live TV streaming platform, providing subscribers access to live sports, entertainment, and news, Lizzul tells investors in a research note.</p><p><blockquote>Lizzul 在一份研究报告中告诉投资者，FuboTV 于 2015 年推出，是一个直播电视流媒体平台，为用户提供直播体育、娱乐和新闻。</blockquote></p><p> The analyst sees value in the platform as a sports-centric virtual multichannel video programming distributor service but notes the company operates in a \"highly competitive environment.\"</p><p><blockquote>该分析师认为该平台作为以体育为中心的虚拟多渠道视频节目分销商服务具有价值，但指出该公司在“竞争激烈的环境”中运营。</blockquote></p><p> While she sees some long-term risks to the business model, Lizzul believes FuboTV shares present an attractive entry point given the 40% decline since the Q3 earnings report.</p><p><blockquote>虽然她认为该商业模式存在一些长期风险，但 Lizzul 认为，鉴于自第三季度收益报告以来 FuboTV 股价下跌了 40%，这是一个有吸引力的切入点。</blockquote></p><p> FuboTV&nbsp;reported third-quarter&nbsp;revenue of $156.7 million, up 156% year-over-year, beating the consensus of $143.6 million. Advertising revenue was up 147% Y/Y to $18.6 million.</p><p><blockquote>FuboTV 公布第三季度营收为 1.567 亿美元，同比增长 156%，超过市场预期的 1.436 亿美元。广告收入同比增长 147%，达到 1,860 万美元。</blockquote></p><p> FuboTV raised its full-year revenue guidance from $560 million – $570 million to $612 million – $617 million, above the consensus of $577.7 million.</p><p><blockquote>FuboTV 将全年收入指引从 5.6 亿美元至 5.7 亿美元上调至 6.12 亿美元至 6.17 亿美元，高于市场预期的 5.777 亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178942550","content_text":"FuboTV stock jumped more than 3% in premarket trading after JPMorgan analyst Anna Lizzul initiated coverage of FuboTV Inc with an Overweight rating and a $28 price target.\n\nJPMorgan analyst Anna Lizzul initiated coverage of FuboTV Inc with an Overweight rating and a $28 price target, implying a 41.63% upside.\nFuboTV launched in 2015 and is a live TV streaming platform, providing subscribers access to live sports, entertainment, and news, Lizzul tells investors in a research note.\nThe analyst sees value in the platform as a sports-centric virtual multichannel video programming distributor service but notes the company operates in a \"highly competitive environment.\"\nWhile she sees some long-term risks to the business model, Lizzul believes FuboTV shares present an attractive entry point given the 40% decline since the Q3 earnings report.\nFuboTV reported third-quarter revenue of $156.7 million, up 156% year-over-year, beating the consensus of $143.6 million. Advertising revenue was up 147% Y/Y to $18.6 million.\nFuboTV raised its full-year revenue guidance from $560 million – $570 million to $612 million – $617 million, above the consensus of $577.7 million.","news_type":1,"symbols_score_info":{"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606436302,"gmtCreate":1638918627492,"gmtModify":1638918627728,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606436302","repostId":"1156307830","repostType":4,"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606306999,"gmtCreate":1638831900325,"gmtModify":1638831900611,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606306999","repostId":"1117755408","repostType":4,"repost":{"id":"1117755408","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":1638801900,"share":"https://www.laohunote.com/m/news/1117755408?lang=zh_CN&edition=full","pubTime":"2021-12-06 22:45","market":"us","language":"en","title":"Apple stock surged more than 3% in morning trading<blockquote>苹果股价早盘飙升超过 3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117755408","media":"Tiger Newspress","summary":"Apple stock surged more than 3% in morning trading.Apple plans to produce up to 96 million iPhones f","content":"<p>Apple stock surged more than 3% in morning trading.Apple plans to produce up to 96 million iPhones for the first half of 2021, a nearly 30% year-on-year increase, after demand for its first-ever 5G handsets surged amid the pandemic, according to&nbsp;Nikkei Asia.</p><p><blockquote>苹果股价在早盘交易中飙升超过 3%。据日经亚洲报道，在疫情期间对其首款 5G 手机的需求激增后，苹果公司计划在 2021 年上半年生产多达 9600 万部 iPhone，同比增长近 30%。</blockquote></p><p> The Cupertino-based tech giant has asked suppliers to build some 95 million to 96 million iPhones, including the latest iPhone 12 range and the older iPhone 11 and iPhone SE, multiple people familiar with the matter said -- though&nbsp;industrywide shortages&nbsp;of key components could threaten that target.</p><p><blockquote>多位知情人士表示，这家总部位于库比蒂诺的科技巨头已要求供应商生产约 9500 万至 9600 万部 iPhone，包括最新的 iPhone 12 系列以及较旧的 iPhone 11 和 iPhone SE，尽管全行业关键部件短缺可能会威胁到这一目标。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/55a8103513629aeb04b5256e70aa8380\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple stock surged more than 3% in morning trading<blockquote>苹果股价早盘飙升超过 3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple stock surged more than 3% in morning trading<blockquote>苹果股价早盘飙升超过 3%</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\">2021-12-06 22:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock surged more than 3% in morning trading.Apple plans to produce up to 96 million iPhones for the first half of 2021, a nearly 30% year-on-year increase, after demand for its first-ever 5G handsets surged amid the pandemic, according to&nbsp;Nikkei Asia.</p><p><blockquote>苹果股价在早盘交易中飙升超过 3%。据日经亚洲报道，在疫情期间对其首款 5G 手机的需求激增后，苹果公司计划在 2021 年上半年生产多达 9600 万部 iPhone，同比增长近 30%。</blockquote></p><p> The Cupertino-based tech giant has asked suppliers to build some 95 million to 96 million iPhones, including the latest iPhone 12 range and the older iPhone 11 and iPhone SE, multiple people familiar with the matter said -- though&nbsp;industrywide shortages&nbsp;of key components could threaten that target.</p><p><blockquote>多位知情人士表示，这家总部位于库比蒂诺的科技巨头已要求供应商生产约 9500 万至 9600 万部 iPhone，包括最新的 iPhone 12 系列以及较旧的 iPhone 11 和 iPhone SE，尽管全行业关键部件短缺可能会威胁到这一目标。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/55a8103513629aeb04b5256e70aa8380\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117755408","content_text":"Apple stock surged more than 3% in morning trading.Apple plans to produce up to 96 million iPhones for the first half of 2021, a nearly 30% year-on-year increase, after demand for its first-ever 5G handsets surged amid the pandemic, according to Nikkei Asia.\nThe Cupertino-based tech giant has asked suppliers to build some 95 million to 96 million iPhones, including the latest iPhone 12 range and the older iPhone 11 and iPhone SE, multiple people familiar with the matter said -- though industrywide shortages of key components could threaten that target.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606038876,"gmtCreate":1638800001914,"gmtModify":1638800065807,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606038876","repostId":"1129167740","repostType":4,"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608689120,"gmtCreate":1638711525991,"gmtModify":1638711526123,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/608689120","repostId":"2188057871","repostType":4,"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":112518350,"gmtCreate":1622885005870,"gmtModify":1634097067514,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"If the price is good, why not?&nbsp;","listText":"If the price is good, why not?&nbsp;","text":"If the price is good, why not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/112518350","repostId":"1158897173","repostType":4,"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817683895,"gmtCreate":1630940808217,"gmtModify":1631891235786,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/817683895","repostId":"1183504703","repostType":4,"repost":{"id":"1183504703","kind":"news","pubTimestamp":1630932846,"share":"https://www.laohunote.com/m/news/1183504703?lang=zh_CN&edition=full","pubTime":"2021-09-06 20:54","market":"us","language":"en","title":"Morgan Stanley: Commodities Find Themselves At The Center Of 2021's Most Important Stories<blockquote>摩根士丹利：大宗商品发现自己处于 2021 年最重要故事的中心</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183504703","media":"zerohedge","summary":"Commodities Tie the Year Together\n2021 has been a harder year for many investors than the headline i","content":"<p><u><b>Commodities Tie the Year Together</b></u></p><p><blockquote><u><b>大宗商品将这一年联系在一起</b></u></blockquote></p><p> <b>2021 has been a harder year for many investors than the headline indices imply</b>. It’s been a year where ‘ESG’ and ‘Quant’ remain key structural trends in the investment community. And it’s been a year that has seen an almost constant, running debate over the outlook for growth and inflation.&nbsp;Commodities, it just so happens, find themselves at the center of all these stories.</p><p><blockquote><b>对于许多投资者来说，2021 年比主要指数所暗示的要艰难</b>. 在这一年里，'ESG'和'量化'仍然是投资界的关键结构性趋势。在这一年里，关于增长和通胀前景的争论几乎一直在进行。大宗商品恰好是所有这些故事的中心。</blockquote></p><p> Let’s start with the challenging year.&nbsp;<b>The casual observer could be forgiven for thinking that 2021 has been a walk in the park, with global equities returning 16% through September 1, with historically low volatility.</b></p><p><blockquote>让我们从充满挑战的一年开始。<b>这位不经意的观察者认为 2021 年是一次漫步，截至 9 月 1 日，全球股市回报率为 16%，波动性处于历史低位，这是情有可原的。</b></blockquote></p><p> <b>But under the surface, it’s been hard</b>. It’s been hard in a ‘good’ market like US equities, where major rotations have led to sharp swings in relative performance (US small caps rose +20% through mid-March, and are lower since). And it’s been hard in global equities, where MSCI China has fallen 26% since February 14, while MSCI Europe is up 14% over the same period. Many active managers are lagging their benchmarks.</p><p><blockquote><b>但在表面之下，这很艰难</b>. 在美国股市这样一个 “良好 ”的市场中，情况一直很艰难，因为美国股市的重大轮动导致了相对表现的急剧波动（美国小盘股在 3 月中旬上涨了 20%，此后一直在走低）。全球股市表现不佳，MSCI 中国指数自 2 月 14 日以来已下跌 26%，而 MSCI 欧洲指数同期上涨 14%。许多活跃的经理落后于他们的基准。</blockquote></p><p> Yet quantitatively, it may be an even harder year in rates and FX. We run a&nbsp;Cross-Asset Systematic Trading tool, or CAST, which aims to identify what factors matter for cross-asset performance, and systematically invest based on how those factors look at a given moment. CAST asks “if I do what has historically worked in the market, given current information, what should I do?”.</p><p><blockquote>然而，从数量上看，这可能是利率和外汇更加艰难的一年。我们运行跨资产系统交易工具（CAST），旨在确定哪些因素对跨资产表现至关重要，并根据这些因素在特定时刻的表现进行系统性投资。演员阵容问道：“如果我做的是市场上历史上行之有效的事情，根据目前的信息，我该怎么做？”</blockquote></p><p> Year-to-date, following these historical patterns has led to poorer outcomes in interest rates and FX compared with all other asset classes.&nbsp;Where have historical patterns done better? Commodities. A lot better.</p><p><blockquote>今年迄今为止，与所有其他资产类别相比，遵循这些历史模式导致利率和外汇表现更差。历史模式在哪里做得更好？商品。好多了。</blockquote></p><p> Investing systematically based on attractive factors (carry, momentum, valuation, supportive fundamentals) has been working better in commodities than any other asset class (credit is second). Why? We have a few theories:</p><p><blockquote>基于有吸引力的因素（利差、动量、估值、支持性基本面）进行系统性投资，在大宗商品中的效果比任何其他资产类别都要好（信贷次之）。为什么？我们有几个理论：</blockquote></p><p> <ul>  <li>Natural inefficiencies in the commodity market create risk premium.</p><p><blockquote><ul><li>商品市场的自然低效率会产生风险溢价。</li></ul></blockquote></p><p></li>  <li>The tendency of commodities to move in longer cycles means that momentum is more effective.</p><p><blockquote><li>大宗商品变动周期更长的趋势意味着动能更有效。</li></blockquote></p><p></li>  <li><b>Central banks aren’t intervening in these markets (and investor flows have been more muted), allowing more ‘normal’ dynamics to play out.</b></p><p><blockquote><li><b>各国央行没有干预这些市场（投资者流动也更加平静），让更多 “正常 ”的动态得以发挥。</b></li></blockquote></p><p></li> </ul> Given the prominence of quant and systematic investing as themes in investment management, this is pretty important. To the extent one can, go where these types of strategies are working.</p><p><blockquote>鉴于量化投资和系统投资作为投资管理主题的突出地位，这一点非常重要。在可能的情况下，去这些类型的策略起作用的地方。</blockquote></p><p> Commodities also tie into a second big investment theme, ESG.&nbsp;The underlying reality and seriousness of climate change remains constant, and indeed, looks even more pressing following the&nbsp;release from the Intergovernmental Panel on Climate Change (IPCC). Yet while ESG-linked equities have seen pronounced swings in 2021, commodity markets have delivered a far more consistent message.</p><p><blockquote>大宗商品还与第二个大投资主题ESG息息相关。气候变化的潜在现实和严重性仍然不变，事实上，在政府间气候变化专门委员会（IPCC）发布报告后，气候变化看起来更加紧迫。然而，尽管与 ESG 相关的股票在 2021 年出现了明显波动，但大宗商品市场传递了更加一致的信息。</blockquote></p><p> The price for&nbsp;EU Carbon emissions, for example (MO1 Comdty), has risen 88% year-to-date. My colleague Robert Pulleyn has been bullish on the belief that a higher price on emissions is essential to meet the EU’s climate goals. Near term, he sees the risk of a decline given recent gains, before prices resume their upward trend toward €102/ton by 2027 (see&nbsp;Utilities: Carbon: Softness Risk Ahead? Before Upwards March Resumes, August 9, 2021).</p><p><blockquote>例如，欧盟碳排放价格（MO1 Comdty）今年迄今已上涨 88%。我的同事罗伯特-普林（Robert Pulleyn）一直认为，提高排放价格对于实现欧盟的气候目标至关重要。短期内，鉴于最近的涨幅，他认为在价格到 2027 年恢复上升趋势至 102 欧元/吨之前，存在下跌风险（参见公用事业：碳：未来的疲软风险？在 2021 年 8 月 9 日 3 月恢复上涨之前）。</blockquote></p><p> Wait, you might say. If commodity markets are so focused on the realities of climate change, why are oil prices higher this year, not lower? Again, we think the market is actually pretty rational. Shareholder pressure and the threat of future EV adoption is causing oil producers to dramatically reduce their capex plans, a development that my colleague Martijn Rats believes will help limit supply and keep prices elevated (see&nbsp;Podcast | Thoughts on the Market: The Curious Case of Norway, EVs and Oil, September 2, 2021).</p><p><blockquote>等等，你可能会说。如果大宗商品市场如此关注气候变化的现实，为什么今年的油价更高而不是更低？同样，我们认为市场实际上是相当理性的。股东压力和未来电动汽车采用的威胁正在导致石油生产商大幅减少其资本支出计划，我的同事 Martijn Rats 认为这一发展将有助于限制供应并保持价格上涨（参见播客 | 市场思考：挪威的奇怪案例、电动汽车和石油，2021 年 9 月 2 日）。</blockquote></p><p> ESG and systematic investing are major industry themes. 2021 being harder than the headline indices suggest is something we’re all aware of. But the biggest story of the year is&nbsp;the debate around growth and inflation. What, it seems fair to say, do commodities have to say about that?</p><p><blockquote>ESG和系统化投资是主要的行业主题。我们都知道，2021 年的情况比头条指数所显示的要艰难。但今年最大的新闻是围绕增长和通货膨胀的辩论。公平地说，大宗商品对此有什么看法？</blockquote></p><p> While commodity prices are often synonymous with inflation, our forecasts suggest they’ll now play a smaller role. The biggest downside risk to prices is likely to come from core goods (where demand has been well-above trend), while the biggest risk to the upside is likely to come from rental growth (which is a large share of the basket, and strong). Nonetheless,<b>recent stabilization in commodity prices should reinforce the transitory nature of headline inflation, which our economists expect to moderate into mid-2022</b>.</p><p><blockquote>虽然大宗商品价格往往是通货膨胀的代名词，但我们的预测表明，大宗商品价格现在将发挥更小的作用。价格最大的下行风险可能来自核心商品（需求远高于趋势），而最大的上行风险可能来自租金增长（租金增长在篮子中占很大份额，而且强劲）。然而，<b>近期大宗商品价格的稳定应该会强化总体通胀的短暂性质，我们的经济学家预计总体通胀将在 2022 年中期放缓</b>.</blockquote></p><p></p><p> On the growth debate, however, commodities are front and center.<b>Our economists see a 3Q slowdown in both the&nbsp;US&nbsp;and&nbsp;China</b>(but not Europe, which is a story for another time). Copper prices and the CRB RIND index, two key harbingers of cyclical strength, remain high, consistent with a view that this economic weakness will be temporary.</p><p><blockquote>然而，在增长辩论中，大宗商品是前沿和中心。<b>我们的经济学家预计美国和中国第三季度经济将放缓</b>（但不是欧洲，这是另一个时间的故事）。铜价和 CRB RIND 指数是周期性走强的两个关键先兆，它们仍然处于高位，这与这种经济疲软将是暂时的观点一致。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/addcaef8407fdc8cf9f4efb87956bf0d\" tg-width=\"1258\" tg-height=\"650\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We’ll be watching the resilience of these indicators as August data, reported in September, may look poor, and test the market's resolve.</p><p><blockquote>我们将关注这些指标的弹性，因为 9 月份公布的 8 月份数据可能看起来很差，并考验市场的决心。</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>Morgan Stanley: Commodities Find Themselves At The Center Of 2021's Most Important Stories<blockquote>摩根士丹利：大宗商品发现自己处于 2021 年最重要故事的中心</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley: Commodities Find Themselves At The Center Of 2021's Most Important Stories<blockquote>摩根士丹利：大宗商品发现自己处于 2021 年最重要故事的中心</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-06 20:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><u><b>Commodities Tie the Year Together</b></u></p><p><blockquote><u><b>大宗商品将这一年联系在一起</b></u></blockquote></p><p> <b>2021 has been a harder year for many investors than the headline indices imply</b>. It’s been a year where ‘ESG’ and ‘Quant’ remain key structural trends in the investment community. And it’s been a year that has seen an almost constant, running debate over the outlook for growth and inflation.&nbsp;Commodities, it just so happens, find themselves at the center of all these stories.</p><p><blockquote><b>对于许多投资者来说，2021 年比主要指数所暗示的要艰难</b>. 在这一年里，'ESG'和'量化'仍然是投资界的关键结构性趋势。在这一年里，关于增长和通胀前景的争论几乎一直在进行。大宗商品恰好是所有这些故事的中心。</blockquote></p><p> Let’s start with the challenging year.&nbsp;<b>The casual observer could be forgiven for thinking that 2021 has been a walk in the park, with global equities returning 16% through September 1, with historically low volatility.</b></p><p><blockquote>让我们从充满挑战的一年开始。<b>这位不经意的观察者认为 2021 年是一次漫步，截至 9 月 1 日，全球股市回报率为 16%，波动性处于历史低位，这是情有可原的。</b></blockquote></p><p> <b>But under the surface, it’s been hard</b>. It’s been hard in a ‘good’ market like US equities, where major rotations have led to sharp swings in relative performance (US small caps rose +20% through mid-March, and are lower since). And it’s been hard in global equities, where MSCI China has fallen 26% since February 14, while MSCI Europe is up 14% over the same period. Many active managers are lagging their benchmarks.</p><p><blockquote><b>但在表面之下，这很艰难</b>. 在美国股市这样一个 “良好 ”的市场中，情况一直很艰难，因为美国股市的重大轮动导致了相对表现的急剧波动（美国小盘股在 3 月中旬上涨了 20%，此后一直在走低）。全球股市表现不佳，MSCI 中国指数自 2 月 14 日以来已下跌 26%，而 MSCI 欧洲指数同期上涨 14%。许多活跃的经理落后于他们的基准。</blockquote></p><p> Yet quantitatively, it may be an even harder year in rates and FX. We run a&nbsp;Cross-Asset Systematic Trading tool, or CAST, which aims to identify what factors matter for cross-asset performance, and systematically invest based on how those factors look at a given moment. CAST asks “if I do what has historically worked in the market, given current information, what should I do?”.</p><p><blockquote>然而，从数量上看，这可能是利率和外汇更加艰难的一年。我们运行跨资产系统交易工具（CAST），旨在确定哪些因素对跨资产表现至关重要，并根据这些因素在特定时刻的表现进行系统性投资。演员阵容问道：“如果我做的是市场上历史上行之有效的事情，根据目前的信息，我该怎么做？”</blockquote></p><p> Year-to-date, following these historical patterns has led to poorer outcomes in interest rates and FX compared with all other asset classes.&nbsp;Where have historical patterns done better? Commodities. A lot better.</p><p><blockquote>今年迄今为止，与所有其他资产类别相比，遵循这些历史模式导致利率和外汇表现更差。历史模式在哪里做得更好？商品。好多了。</blockquote></p><p> Investing systematically based on attractive factors (carry, momentum, valuation, supportive fundamentals) has been working better in commodities than any other asset class (credit is second). Why? We have a few theories:</p><p><blockquote>基于有吸引力的因素（利差、动量、估值、支持性基本面）进行系统性投资，在大宗商品中的效果比任何其他资产类别都要好（信贷次之）。为什么？我们有几个理论：</blockquote></p><p> <ul>  <li>Natural inefficiencies in the commodity market create risk premium.</p><p><blockquote><ul><li>商品市场的自然低效率会产生风险溢价。</li></ul></blockquote></p><p></li>  <li>The tendency of commodities to move in longer cycles means that momentum is more effective.</p><p><blockquote><li>大宗商品变动周期更长的趋势意味着动能更有效。</li></blockquote></p><p></li>  <li><b>Central banks aren’t intervening in these markets (and investor flows have been more muted), allowing more ‘normal’ dynamics to play out.</b></p><p><blockquote><li><b>各国央行没有干预这些市场（投资者流动也更加平静），让更多 “正常 ”的动态得以发挥。</b></li></blockquote></p><p></li> </ul> Given the prominence of quant and systematic investing as themes in investment management, this is pretty important. To the extent one can, go where these types of strategies are working.</p><p><blockquote>鉴于量化投资和系统投资作为投资管理主题的突出地位，这一点非常重要。在可能的情况下，去这些类型的策略起作用的地方。</blockquote></p><p> Commodities also tie into a second big investment theme, ESG.&nbsp;The underlying reality and seriousness of climate change remains constant, and indeed, looks even more pressing following the&nbsp;release from the Intergovernmental Panel on Climate Change (IPCC). Yet while ESG-linked equities have seen pronounced swings in 2021, commodity markets have delivered a far more consistent message.</p><p><blockquote>大宗商品还与第二个大投资主题ESG息息相关。气候变化的潜在现实和严重性仍然不变，事实上，在政府间气候变化专门委员会（IPCC）发布报告后，气候变化看起来更加紧迫。然而，尽管与 ESG 相关的股票在 2021 年出现了明显波动，但大宗商品市场传递了更加一致的信息。</blockquote></p><p> The price for&nbsp;EU Carbon emissions, for example (MO1 Comdty), has risen 88% year-to-date. My colleague Robert Pulleyn has been bullish on the belief that a higher price on emissions is essential to meet the EU’s climate goals. Near term, he sees the risk of a decline given recent gains, before prices resume their upward trend toward €102/ton by 2027 (see&nbsp;Utilities: Carbon: Softness Risk Ahead? Before Upwards March Resumes, August 9, 2021).</p><p><blockquote>例如，欧盟碳排放价格（MO1 Comdty）今年迄今已上涨 88%。我的同事罗伯特-普林（Robert Pulleyn）一直认为，提高排放价格对于实现欧盟的气候目标至关重要。短期内，鉴于最近的涨幅，他认为在价格到 2027 年恢复上升趋势至 102 欧元/吨之前，存在下跌风险（参见公用事业：碳：未来的疲软风险？在 2021 年 8 月 9 日 3 月恢复上涨之前）。</blockquote></p><p> Wait, you might say. If commodity markets are so focused on the realities of climate change, why are oil prices higher this year, not lower? Again, we think the market is actually pretty rational. Shareholder pressure and the threat of future EV adoption is causing oil producers to dramatically reduce their capex plans, a development that my colleague Martijn Rats believes will help limit supply and keep prices elevated (see&nbsp;Podcast | Thoughts on the Market: The Curious Case of Norway, EVs and Oil, September 2, 2021).</p><p><blockquote>等等，你可能会说。如果大宗商品市场如此关注气候变化的现实，为什么今年的油价更高而不是更低？同样，我们认为市场实际上是相当理性的。股东压力和未来电动汽车采用的威胁正在导致石油生产商大幅减少其资本支出计划，我的同事 Martijn Rats 认为这一发展将有助于限制供应并保持价格上涨（参见播客 | 市场思考：挪威的奇怪案例、电动汽车和石油，2021 年 9 月 2 日）。</blockquote></p><p> ESG and systematic investing are major industry themes. 2021 being harder than the headline indices suggest is something we’re all aware of. But the biggest story of the year is&nbsp;the debate around growth and inflation. What, it seems fair to say, do commodities have to say about that?</p><p><blockquote>ESG和系统化投资是主要的行业主题。我们都知道，2021 年的情况比头条指数所显示的要艰难。但今年最大的新闻是围绕增长和通货膨胀的辩论。公平地说，大宗商品对此有什么看法？</blockquote></p><p> While commodity prices are often synonymous with inflation, our forecasts suggest they’ll now play a smaller role. The biggest downside risk to prices is likely to come from core goods (where demand has been well-above trend), while the biggest risk to the upside is likely to come from rental growth (which is a large share of the basket, and strong). Nonetheless,<b>recent stabilization in commodity prices should reinforce the transitory nature of headline inflation, which our economists expect to moderate into mid-2022</b>.</p><p><blockquote>虽然大宗商品价格往往是通货膨胀的代名词，但我们的预测表明，大宗商品价格现在将发挥更小的作用。价格最大的下行风险可能来自核心商品（需求远高于趋势），而最大的上行风险可能来自租金增长（租金增长在篮子中占很大份额，而且强劲）。然而，<b>近期大宗商品价格的稳定应该会强化总体通胀的短暂性质，我们的经济学家预计总体通胀将在 2022 年中期放缓</b>.</blockquote></p><p></p><p> On the growth debate, however, commodities are front and center.<b>Our economists see a 3Q slowdown in both the&nbsp;US&nbsp;and&nbsp;China</b>(but not Europe, which is a story for another time). Copper prices and the CRB RIND index, two key harbingers of cyclical strength, remain high, consistent with a view that this economic weakness will be temporary.</p><p><blockquote>然而，在增长辩论中，大宗商品是前沿和中心。<b>我们的经济学家预计美国和中国第三季度经济将放缓</b>（但不是欧洲，这是另一个时间的故事）。铜价和 CRB RIND 指数是周期性走强的两个关键先兆，它们仍然处于高位，这与这种经济疲软将是暂时的观点一致。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/addcaef8407fdc8cf9f4efb87956bf0d\" tg-width=\"1258\" tg-height=\"650\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> We’ll be watching the resilience of these indicators as August data, reported in September, may look poor, and test the market's resolve.</p><p><blockquote>我们将关注这些指标的弹性，因为 9 月份公布的 8 月份数据可能看起来很差，并考验市场的决心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/morgan-stanley-commodities-find-themselves-center-all-2021s-most-important-stories\">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":{},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-commodities-find-themselves-center-all-2021s-most-important-stories","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183504703","content_text":"Commodities Tie the Year Together\n2021 has been a harder year for many investors than the headline indices imply. It’s been a year where ‘ESG’ and ‘Quant’ remain key structural trends in the investment community. And it’s been a year that has seen an almost constant, running debate over the outlook for growth and inflation. Commodities, it just so happens, find themselves at the center of all these stories.\nLet’s start with the challenging year. The casual observer could be forgiven for thinking that 2021 has been a walk in the park, with global equities returning 16% through September 1, with historically low volatility.\nBut under the surface, it’s been hard. It’s been hard in a ‘good’ market like US equities, where major rotations have led to sharp swings in relative performance (US small caps rose +20% through mid-March, and are lower since). And it’s been hard in global equities, where MSCI China has fallen 26% since February 14, while MSCI Europe is up 14% over the same period. Many active managers are lagging their benchmarks.\nYet quantitatively, it may be an even harder year in rates and FX. We run a Cross-Asset Systematic Trading tool, or CAST, which aims to identify what factors matter for cross-asset performance, and systematically invest based on how those factors look at a given moment. CAST asks “if I do what has historically worked in the market, given current information, what should I do?”.\nYear-to-date, following these historical patterns has led to poorer outcomes in interest rates and FX compared with all other asset classes. Where have historical patterns done better? Commodities. A lot better.\nInvesting systematically based on attractive factors (carry, momentum, valuation, supportive fundamentals) has been working better in commodities than any other asset class (credit is second). Why? We have a few theories:\n\nNatural inefficiencies in the commodity market create risk premium.\nThe tendency of commodities to move in longer cycles means that momentum is more effective.\nCentral banks aren’t intervening in these markets (and investor flows have been more muted), allowing more ‘normal’ dynamics to play out.\n\nGiven the prominence of quant and systematic investing as themes in investment management, this is pretty important. To the extent one can, go where these types of strategies are working.\nCommodities also tie into a second big investment theme, ESG. The underlying reality and seriousness of climate change remains constant, and indeed, looks even more pressing following the release from the Intergovernmental Panel on Climate Change (IPCC). Yet while ESG-linked equities have seen pronounced swings in 2021, commodity markets have delivered a far more consistent message.\nThe price for EU Carbon emissions, for example (MO1 Comdty), has risen 88% year-to-date. My colleague Robert Pulleyn has been bullish on the belief that a higher price on emissions is essential to meet the EU’s climate goals. Near term, he sees the risk of a decline given recent gains, before prices resume their upward trend toward €102/ton by 2027 (see Utilities: Carbon: Softness Risk Ahead? Before Upwards March Resumes, August 9, 2021).\nWait, you might say. If commodity markets are so focused on the realities of climate change, why are oil prices higher this year, not lower? Again, we think the market is actually pretty rational. Shareholder pressure and the threat of future EV adoption is causing oil producers to dramatically reduce their capex plans, a development that my colleague Martijn Rats believes will help limit supply and keep prices elevated (see Podcast | Thoughts on the Market: The Curious Case of Norway, EVs and Oil, September 2, 2021).\nESG and systematic investing are major industry themes. 2021 being harder than the headline indices suggest is something we’re all aware of. But the biggest story of the year is the debate around growth and inflation. What, it seems fair to say, do commodities have to say about that?\nWhile commodity prices are often synonymous with inflation, our forecasts suggest they’ll now play a smaller role. The biggest downside risk to prices is likely to come from core goods (where demand has been well-above trend), while the biggest risk to the upside is likely to come from rental growth (which is a large share of the basket, and strong). Nonetheless,recent stabilization in commodity prices should reinforce the transitory nature of headline inflation, which our economists expect to moderate into mid-2022.\nOn the growth debate, however, commodities are front and center.Our economists see a 3Q slowdown in both the US and China(but not Europe, which is a story for another time). Copper prices and the CRB RIND index, two key harbingers of cyclical strength, remain high, consistent with a view that this economic weakness will be temporary.\n\nWe’ll be watching the resilience of these indicators as August data, reported in September, may look poor, and test the market's resolve.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805306750,"gmtCreate":1627859088770,"gmtModify":1633755984356,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805306750","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohunote.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩游行本周继续。除了数百家小盘股公司外，还有不少于 143 家标普500公司正在提交报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software 和 Simon Property Group 将于周一启动。随后，Lyft、阿里巴巴-SW集团控股公司、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、优步科技、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银均有报道。Beyond Meat、Yelp、Wayfair、Moderna 和 ViacomCBS 将于周四关闭，DraftKings、Canopy Growth 和 Tripadvisor 将于周五关闭本周。中国教育公司新东方教育科技集团公司和好未来教育集团取消了原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预计，继 6 月份的 85 万人之后，7 月份非农就业人数将增加 62.5 万人。失业率略低于6%。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会（Institute for Supply Management）7 月份制造业采购经理人指数，随后是周三公布的服务业同等指数。这两项经济活动指标预计都将达到 61 左右，这将意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一 8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett &amp; Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、Heineken、Trex、Ferrari、Ultra Clean Holdings 和 Simon Property Group 预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股 104 美元，周五收盘价为 12.95 美元。该公司于周五晚上完成了 1 比 8 的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布 7 月份制造业采购经理人指数。普遍估计读数为 60.8，高于 6 月份的 60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份的建筑支出。继 5 月份下降 0.3% 后，预计环比增长 0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二 8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>伊顿、英国石油公司、安德玛、Lyft、高乐氏、安进、Akamai Technologies、康明斯、礼来公司、阿里巴巴-SW集团控股公司、Nikola、EnPro Industries、华纳音乐集团、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、邓白氏控股公司、康菲石油公司和 Jacobs Engineering Group 在评级举办会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告六月份的工厂订单。经济学家预测，本月订单增长1.0%，而5月份增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三 8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>索尼集团、CVS Health、卡夫亨氏、软银、通用汽车、Progressive、Etsy、艺电、西部数据、Uber Technologies、Roku、米高梅国际酒店集团、福克斯和 Re/Max Holdings 预计将主办财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告 7 月份轻型汽车销量。预计看涨期权经季节性调整后的年增长率为 1530 万辆，而 6 月份为 1540 万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业采购经理人指数。一致估计读数为 60.8，而 6 月份的读数为 60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>其7月份的全国就业报告。普遍估计，继 6 月份增加 692,000 人之后，非农私营部门就业人数将增加 635,000 人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四 8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman &amp; Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五 8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>BLS 发布就业报告</b>七月。经济学家预测，继6月份增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、Tripadvisor、Spectrum Brands Holdings、E.W。Scripps、Cinemark Holdings 和 Manitowoc 主办评级会议讨论财务业绩。</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</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\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩游行本周继续。除了数百家小盘股公司外，还有不少于 143 家标普500公司正在提交报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software 和 Simon Property Group 将于周一启动。随后，Lyft、阿里巴巴-SW集团控股公司、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、优步科技、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银均有报道。Beyond Meat、Yelp、Wayfair、Moderna 和 ViacomCBS 将于周四关闭，DraftKings、Canopy Growth 和 Tripadvisor 将于周五关闭本周。中国教育公司新东方教育科技集团公司和好未来教育集团取消了原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预计，继 6 月份的 85 万人之后，7 月份非农就业人数将增加 62.5 万人。失业率略低于6%。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会（Institute for Supply Management）7 月份制造业采购经理人指数，随后是周三公布的服务业同等指数。这两项经济活动指标预计都将达到 61 左右，这将意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一 8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett &amp; Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、Heineken、Trex、Ferrari、Ultra Clean Holdings 和 Simon Property Group 预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股 104 美元，周五收盘价为 12.95 美元。该公司于周五晚上完成了 1 比 8 的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布 7 月份制造业采购经理人指数。普遍估计读数为 60.8，高于 6 月份的 60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份的建筑支出。继 5 月份下降 0.3% 后，预计环比增长 0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二 8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>伊顿、英国石油公司、安德玛、Lyft、高乐氏、安进、Akamai Technologies、康明斯、礼来公司、阿里巴巴-SW集团控股公司、Nikola、EnPro Industries、华纳音乐集团、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、邓白氏控股公司、康菲石油公司和 Jacobs Engineering Group 在评级举办会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告六月份的工厂订单。经济学家预测，本月订单增长1.0%，而5月份增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三 8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>索尼集团、CVS Health、卡夫亨氏、软银、通用汽车、Progressive、Etsy、艺电、西部数据、Uber Technologies、Roku、米高梅国际酒店集团、福克斯和 Re/Max Holdings 预计将主办财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告 7 月份轻型汽车销量。预计看涨期权经季节性调整后的年增长率为 1530 万辆，而 6 月份为 1540 万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业采购经理人指数。一致估计读数为 60.8，而 6 月份的读数为 60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>其7月份的全国就业报告。普遍估计，继 6 月份增加 692,000 人之后，非农私营部门就业人数将增加 635,000 人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四 8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman &amp; Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五 8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>BLS 发布就业报告</b>七月。经济学家预测，继6月份增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、Tripadvisor、Spectrum Brands Holdings、E.W。Scripps、Cinemark Holdings 和 Manitowoc 主办评级会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","GM":"通用汽车","UBER":"优步",".DJI":"道琼斯","BABA":"阿里巴巴",".IXIC":"NASDAQ Composite","GE":"GE航空航天","DKNG":"DraftKings Inc.","EA":"艺电","ROKU":"Roku Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"EA":0.9,".IXIC":0.9,"VIAC":0.9,".SPX":0.9,"DKNG":0.9,"GE":0.9,"GM":0.9,"ROKU":0.9,"UBER":0.9,"BABA":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148190625,"gmtCreate":1625955152367,"gmtModify":1631884322099,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"Emm. Hope so","listText":"Emm. Hope so","text":"Emm. Hope so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/148190625","repostId":"1185154176","repostType":4,"repost":{"id":"1185154176","kind":"news","pubTimestamp":1625886925,"share":"https://www.laohunote.com/m/news/1185154176?lang=zh_CN&edition=full","pubTime":"2021-07-10 11:15","market":"us","language":"en","title":"The bull market in stocks may last up to five years — here are six reasons why<blockquote>股市牛市可能会持续长达五年——以下是六个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185154176","media":"marketwatch","summary":"The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support. When the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.We are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.Behind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit n","content":"<p>The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support</p><p><blockquote>经济正在蓬勃发展，收入正在上升，美联储正在提供前所未有的支持</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16f57eb7b0f75afb2f46b6d61281db87\" tg-width=\"1260\" tg-height=\"839\"><span>(Photo by Jorge Guerrero/AFP via Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（照片由豪尔赫·格雷罗/法新社通过盖蒂图片社提供）</span></p></blockquote></p><p> When the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.</p><p><blockquote>当股市抛售时，就像周四一样，正确的做法是购买你最喜欢的股票。周五的市场走势证明了这一点。</blockquote></p><p> It’s true that there could be a correction, given the already sizable 17% gain in the S&amp;P 500 Index&nbsp;this year. But you should buy then, too.</p><p><blockquote>鉴于标普500指数今年已经上涨了 17%，确实可能会出现调整。但你也应该买。</blockquote></p><p> Here’s why.</p><p><blockquote>原因如下。</blockquote></p><p> We are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.</p><p><blockquote>由于以下六个原因，我们仍处于三到五年股市牛市的早期阶段。</blockquote></p><p> <b>1. There’s tremendous pent-up demand</b></p><p><blockquote><b>1. 存在巨大的被压抑的需求</b></blockquote></p><p> Everyone is looking to the Federal Reserve for cues about stimulus. They are overlooking private-sector forces that will push stocks higher. To sum up, there’s huge pent-up private-sector demand that will help propel U.S. GDP growth to 8% this year and 3.5%-4.5% for years after that. The pent-up demand comes from the following sources, points out Jim Paulsen, chief strategist and economist at the Leuthold Group.</p><p><blockquote>每个人都在向美联储寻求有关刺激的线索。他们忽视了将推高股市的私营部门力量。综上所述，私营部门被压抑的巨大需求将有助于推动美国今年的 GDP 增长率达到 8%，之后几年将达到 3.5%-4.5%。Leuthold 集团首席策略师兼经济学家吉姆·保尔森 (Jim Paulsen) 指出，被压抑的需求来自以下来源。</blockquote></p><p> First, there’s been a surge in household formation, as millennials hit the family years. This helps explain the big uptick in home demand. Once you buy a house, you have to fill it up with stuff. More consumer demand on the way.</p><p><blockquote>首先，随着千禧一代进入家庭年龄，家庭组建激增。这有助于解释国内需求的大幅增长。一旦你买了房子，你就得把它装满东西。更多的消费者需求即将到来。</blockquote></p><p> Behind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit nearly 16% of GDP, compared to a post war average of 6.5%. The prior high was 10% in 1970s.</p><p><blockquote>在幕后，消费者有大量未动用的储蓄，因为他们为疫情蹲下身子。个人储蓄率达到GDP的近16%，而战后平均水平为6.5%。之前的高点是20世纪70年代的10%。</blockquote></p><p> Relatedly, household balance sheets improved remarkably. Debt-to-income ratios are the lowest since the 1990s. Consumers will continue to tap more bank loans and credit card capacity, as their confidence increases because employment and the economy remain strong.</p><p><blockquote>与此相关的是，家庭资产负债表明显改善。债务收入比是20世纪90年代以来的最低水平。随着就业和经济保持强劲，消费者的信心增强，他们将继续利用更多的银行贷款和信用卡容量。</blockquote></p><p> Next, there will be plenty more newly employed people once the extra unemployment benefits expire in September. This means consumer confidence will improve, which invariably boosts economic growth. The labor participation rate has room to improve, leaving spare employment capacity before we hit the full employment that can cap economic growth.</p><p><blockquote>接下来，一旦额外的失业救济金在9月份到期，将会有更多的新就业人口。这意味着消费者信心将会改善，这无疑会促进经济增长。劳动力参与率还有提高的空间，在我们实现充分就业之前留下多余的就业能力，从而限制经济增长。</blockquote></p><p> Now let’s look at the pent-up demand in businesses.</p><p><blockquote>现在让我们来看看企业中被压抑的需求。</blockquote></p><p> You know all the shortages of stuff you keep running into or hearing about? Here’s why this is happening. To prepare for a prolonged epidemic, businesses cut inventories to the bone. It was the biggest inventory liquidation ever. But now, companies have to build back inventories. The ongoing inventory rebuild will be huge.</p><p><blockquote>你知道你经常遇到或听到的所有东西的短缺吗？这就是为什么会发生这种情况。为了应对长期的流行病，企业大幅削减库存。这是有史以来最大的库存清算。但现在，公司不得不重建库存。正在进行的库存重建将是巨大的。</blockquote></p><p> Companies also cut capacity, which they are building out again. Capital goods spending surged to record highs in the past year, advancing almost 23%, after being essentially flat for most of the prior two decades. This creates sustained growth, and it tells us a lot about business confidence.</p><p><blockquote>公司还削减了产能，并正在再次扩大产能。资本货物支出在过去二十年的大部分时间里基本持平后，去年飙升至历史新高，增长了近 23%。这创造了持续增长，并告诉我们很多关于商业信心的信息。</blockquote></p><p> <b>The bottom line</b>: We will see 7%-8% GDP growth this year, followed by 4%-4.5% next year and above average growth after that, supporting a sustained bull market in stocks. Expect the normal corrections along the way.</p><p><blockquote><b>底线</b>今年GDP将增长7%-8%，明年将增长4%-4.5%，之后将高于平均水平，支撑股市持续牛市。期待一路上的正常修正。</blockquote></p><p> <b>2. An under-appreciated earnings boom lies ahead</b></p><p><blockquote><b>2. 被低估的盈利繁荣即将到来</b></blockquote></p><p> The economic rebound has happened so quickly, analysts can’t keep up. Wall Street analysts project $190 a share in S&amp;P 500 earnings this year. But that is woefully low given the expected 7%-8% GDP growth and massive stimulus that has yet to kick in. Stimulus normally takes six to eight months to take effect, and a lot of the recent dollops happened inside that window.</p><p><blockquote>经济反弹发生得太快了，分析师们都跟不上了。华尔街分析师预计标普500今年每股收益为 190 美元。但考虑到预期的7%-8%的GDP增长和尚未生效的大规模刺激措施，这一数字低得可怜。刺激措施通常需要六到八个月才能生效，而最近的许多波动都发生在这个时间窗内。</blockquote></p><p> Paulsen expects 2021 S&amp;P 500 earnings will be more like $220 instead of the consensus estimate of $190.</p><p><blockquote>保尔森预计 2021 年标普500盈利将更接近 220 美元，而不是普遍预期的 190 美元。</blockquote></p><p> “Analysts are still under-appreciating how much profits have improved and how much they will improve,” says Paulsen. “We had dramatic overreaction from policy officials. They addressed the collapse, but created a massive improvement in fundamentals. This is still playing out in terms of the recovery in profits.”</p><p><blockquote>“保尔森说：”分析师仍然低估了利润已经提高了多少，以及利润将提高多少。“我们的政策官员反应过度。他们解决了崩盘问题，但基本面却有了巨大的改善。就利润复苏而言，这种情况仍在上演”。</blockquote></p><p> Plus, more fiscal stimulus is probably on the way, in the form of infrastructure spending.</p><p><blockquote>此外，更多的财政刺激可能即将以基础设施支出的形式出台。</blockquote></p><p> <b>3. There’s a new Fed in town</b></p><p><blockquote><b>3. 镇上有了新的美联储</b></blockquote></p><p> For much of the past three decades, the Fed has been quick to tighten its policy to ward off inflation. The central bank killed off growth in the process. That’s one reason why the past 20 years posted the slowest growth in the post-war era. Now, though, the Fed is much more accommodative and this may likely persist because inflation will remain sluggish (more on this, below).</p><p><blockquote>在过去三十年的大部分时间里，美联储一直在迅速收紧政策以抵御通货膨胀。在这个过程中，央行扼杀了增长。这也是过去 20 年是战后增长最慢的原因之一。然而，现在美联储更加宽松，这种情况可能会持续下去，因为通胀将保持低迷（更多内容见下文）。</blockquote></p><p></p><p> Here’s a simple gauge to measure this. Take GDP growth and subtract the yield on 10-year TreasuriesTMUBMUSD10Y,1.359%.This gauge was negative for much of 1980-2010, when the Fed kept growth cool to contain inflation. Now, though, Fed policy is helping to keep 10-year yields well below GDP growth, which allows the economy to run hot. This was the state of affairs during 1950-1965, which some analysts call “the golden age of capitalism” because of the glide path in growth.</p><p><blockquote>这里有一个简单的量规来衡量这一点。以 GDP 增长为例，减去 10 年期国债收益率 ESTMUBMUSD10Y，1.359%。该指标在 1980 年至 2010 年的大部分时间里都是负值，当时美联储保持增长冷静以遏制通胀。然而现在，美联储的政策正在帮助将 10 年期国债收益率保持在远低于 GDP 增长率的水平，这使得经济过热。这就是 1950-1965 年期间的情况，一些分析家称看涨期权为 “资本主义的黄金时代”，因为它在增长过程中出现了滑坡。</blockquote></p><p> <b>4. Inflation won’t kill the bull</b></p><p><blockquote><b>4. 通货膨胀不会杀死牛市</b></blockquote></p><p> Inflation may rise near term because the economy is so hot. But medium term, the inflation slayers will win out. Here’s a roundup. The population is aging, and older people spend less. The boom in business capital spending will continue to boost productivity at companies. This allows them to avoid passing along rising costs to customers. Global trade and competition have not gone away. This puts downward pressure on prices since goods can be made more cheaply in many foreign countries. Ongoing technological advances continually put downward pressure on tech products.</p><p><blockquote>由于经济如此火爆，通货膨胀在短期内可能会上升。但从中期来看，通胀杀手将获胜。以下是综述。人口老龄化，老年人消费减少。商业资本支出的激增将继续提高公司的生产力。这使他们能够避免将不断上涨的成本转嫁给客户。全球贸易和竞争并没有消失。这给价格带来了下行压力，因为在许多外国可以更便宜地生产商品。持续的技术进步不断给科技产品带来下行压力。</blockquote></p><p> <b>5. Valuations will improve</b></p><p><blockquote><b>5.估值将改善</b></blockquote></p><p> We’re now at the phase in the economic rebound where the following dynamic typically plays out. Stocks trade sideways for months, mostly because of worries about inflation and rising bond yields. All the while, the economy and earnings continue to grow, bringing down stock valuations. This dynamic played out at about this point in prior economic rebounds during 1983-84, 1993-94, 2004-05 and 2009-10. In short, we will see a big surge in earnings while the stock market marks time, or even corrects.</p><p><blockquote>我们现在正处于经济反弹阶段，通常会出现以下动态。几个月来，股市一直横盘整理，主要是因为对通货膨胀和债券收益率上升的担忧。与此同时，经济和盈利持续增长，降低了股票估值。这种动态在1983-84年、1993-94年、2004-05年和2009-10年的经济反弹中大约在这一点上表现出来。简而言之，当股市标记时间，甚至回调时，我们将看到盈利大幅飙升。</blockquote></p><p> This will reset stock valuations lower, removing one of the chief concerns among investors — high valuations. If S&amp;P 500 earnings hit $220 by the end of the year and the index is at 4,000 to 4,100 points because of a correction, stocks will be at an 18-19 price earnings ratio — below the average since 1990.</p><p><blockquote>这将使股票估值降低，消除投资者的主要担忧之一——高估值。如果标普500的盈利在今年年底达到 220 美元，并且该指数因调整而处于 4,000 至 4,100 点，那么股票的市盈率将为 18-19，低于 1990 年以来的平均水平。</blockquote></p><p> True to form, the Dow Jones Industrial AverageDJIA,+1.30%and the Russell 2000&nbsp;small-cap index have traded sideways for two to four months. The S&amp;P 500 and Nasdaq&nbsp;recently broke out of trading ranges, but a bigger pullback would send them back into sideways action mode.</p><p><blockquote>一如既往，道琼斯工业平均指数 (DJIA) 和罗素 2000 小型股指数已经横盘整理了两到四个月。标普500和纳斯达克最近突破了交易区间，但更大的回调将使它们回到横盘整理模式。</blockquote></p><p> <b>6. Sentiment isn’t extreme</b></p><p><blockquote><b>6. 情绪并不极端</b></blockquote></p><p> As a contrarian, I look for excessive sentiment as a sign that it’s time to raise some cash. We don’t see that yet. A simple gauge to follow is the Investors Intelligence Bull/Bear ratio. It recently came in at 3.92. That’s near the warning path, which for me starts at 4. On the other hand, mutual fund cash was recently at $4.6 trillion, near historical highs. This represents caution among investors.</p><p><blockquote>作为一个逆向投资者，我认为过度的情绪是时候筹集一些现金了。我们还没看到。一个简单的衡量标准是投资者情报牛熊比率。它最近的价格是3.92。那是在警告路径附近，对我来说，警告路径是从 4 点开始的。另一方面，共同基金现金最近达到 4.6 万亿美元，接近历史高位。这代表了投资者的谨慎。</blockquote></p><p> <b>Three themes to follow</b></p><p><blockquote><b>遵循的三个主题</b></blockquote></p><p> If we are in store for a sustained economic recovery and a multi-year bull market in stocks, it will pay to follow these three themes.</p><p><blockquote>如果我们即将迎来经济持续复苏和股市多年牛市，那么遵循这三个主题将是值得的。</blockquote></p><p> <b>Favor cyclicals.</b>Stay with economically sensitive businesses and add to your holdings in them on pullbacks. This means cyclical companies in areas like financials, materials, industrials and consumer discretionary businesses.</p><p><blockquote><b>青睐周期性产品。</b>持有对经济敏感的业务，并在回调时增持这些业务。这意味着金融、材料、工业和非必需消费品业务等领域的周期性公司。</blockquote></p><p> <b>Avoid defensives.</b>If you want yield, go with stocks that pay a dividend but also have capital appreciation potential — not steady growth companies selling stuff like consumer staples. On this theme, in my stock letter Brush Up on Stocks (the link is in bio, below) I’ve recently suggested or reiterated Home Depot&nbsp;in retail, B. Riley Financial,a markets and investment banking name, and Regional Management&nbsp;in consumer finance.</p><p><blockquote><b>避免防御。</b>如果你想要收益率，那就选择支付股息但也有资本增值潜力的股票——而不是销售必需品等商品的稳定增长公司。关于这个主题，在我的股票信中（链接在下面的简介中），我最近建议或重申了家得宝（Home Depot）在零售业、B. Riley Financial（一家市场和投资银行公司）以及消费金融领域的区域管理。</blockquote></p><p> <b>Favor emerging markets.</b>Their growth tends to be higher during expansions. Just be careful with China. It has an aging population. Limited workforce growth may constrain economic growth. Another challenge is that ongoing U.S.-China tensions and the related threat of persistent tariffs and trade barriers have global companies relocating supply chains elsewhere.</p><p><blockquote><b>青睐新兴市场。</b>在扩张期间，它们的增长往往会更高。小心中国。它的人口老龄化。有限的劳动力增长可能会限制经济增长。另一个挑战是，持续的中美紧张局势以及持续关税和贸易壁垒的相关威胁迫使全球公司将供应链转移到其他地方。</blockquote></p><p></p>","source":"lsy1603348471595","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>The bull market in stocks may last up to five years — here are six reasons why<blockquote>股市牛市可能会持续长达五年——以下是六个原因</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe bull market in stocks may last up to five years — here are six reasons why<blockquote>股市牛市可能会持续长达五年——以下是六个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-07-10 11:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support</p><p><blockquote>经济正在蓬勃发展，收入正在上升，美联储正在提供前所未有的支持</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16f57eb7b0f75afb2f46b6d61281db87\" tg-width=\"1260\" tg-height=\"839\"><span>(Photo by Jorge Guerrero/AFP via Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（照片由豪尔赫·格雷罗/法新社通过盖蒂图片社提供）</span></p></blockquote></p><p> When the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.</p><p><blockquote>当股市抛售时，就像周四一样，正确的做法是购买你最喜欢的股票。周五的市场走势证明了这一点。</blockquote></p><p> It’s true that there could be a correction, given the already sizable 17% gain in the S&amp;P 500 Index&nbsp;this year. But you should buy then, too.</p><p><blockquote>鉴于标普500指数今年已经上涨了 17%，确实可能会出现调整。但你也应该买。</blockquote></p><p> Here’s why.</p><p><blockquote>原因如下。</blockquote></p><p> We are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.</p><p><blockquote>由于以下六个原因，我们仍处于三到五年股市牛市的早期阶段。</blockquote></p><p> <b>1. There’s tremendous pent-up demand</b></p><p><blockquote><b>1. 存在巨大的被压抑的需求</b></blockquote></p><p> Everyone is looking to the Federal Reserve for cues about stimulus. They are overlooking private-sector forces that will push stocks higher. To sum up, there’s huge pent-up private-sector demand that will help propel U.S. GDP growth to 8% this year and 3.5%-4.5% for years after that. The pent-up demand comes from the following sources, points out Jim Paulsen, chief strategist and economist at the Leuthold Group.</p><p><blockquote>每个人都在向美联储寻求有关刺激的线索。他们忽视了将推高股市的私营部门力量。综上所述，私营部门被压抑的巨大需求将有助于推动美国今年的 GDP 增长率达到 8%，之后几年将达到 3.5%-4.5%。Leuthold 集团首席策略师兼经济学家吉姆·保尔森 (Jim Paulsen) 指出，被压抑的需求来自以下来源。</blockquote></p><p> First, there’s been a surge in household formation, as millennials hit the family years. This helps explain the big uptick in home demand. Once you buy a house, you have to fill it up with stuff. More consumer demand on the way.</p><p><blockquote>首先，随着千禧一代进入家庭年龄，家庭组建激增。这有助于解释国内需求的大幅增长。一旦你买了房子，你就得把它装满东西。更多的消费者需求即将到来。</blockquote></p><p> Behind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit nearly 16% of GDP, compared to a post war average of 6.5%. The prior high was 10% in 1970s.</p><p><blockquote>在幕后，消费者有大量未动用的储蓄，因为他们为疫情蹲下身子。个人储蓄率达到GDP的近16%，而战后平均水平为6.5%。之前的高点是20世纪70年代的10%。</blockquote></p><p> Relatedly, household balance sheets improved remarkably. Debt-to-income ratios are the lowest since the 1990s. Consumers will continue to tap more bank loans and credit card capacity, as their confidence increases because employment and the economy remain strong.</p><p><blockquote>与此相关的是，家庭资产负债表明显改善。债务收入比是20世纪90年代以来的最低水平。随着就业和经济保持强劲，消费者的信心增强，他们将继续利用更多的银行贷款和信用卡容量。</blockquote></p><p> Next, there will be plenty more newly employed people once the extra unemployment benefits expire in September. This means consumer confidence will improve, which invariably boosts economic growth. The labor participation rate has room to improve, leaving spare employment capacity before we hit the full employment that can cap economic growth.</p><p><blockquote>接下来，一旦额外的失业救济金在9月份到期，将会有更多的新就业人口。这意味着消费者信心将会改善，这无疑会促进经济增长。劳动力参与率还有提高的空间，在我们实现充分就业之前留下多余的就业能力，从而限制经济增长。</blockquote></p><p> Now let’s look at the pent-up demand in businesses.</p><p><blockquote>现在让我们来看看企业中被压抑的需求。</blockquote></p><p> You know all the shortages of stuff you keep running into or hearing about? Here’s why this is happening. To prepare for a prolonged epidemic, businesses cut inventories to the bone. It was the biggest inventory liquidation ever. But now, companies have to build back inventories. The ongoing inventory rebuild will be huge.</p><p><blockquote>你知道你经常遇到或听到的所有东西的短缺吗？这就是为什么会发生这种情况。为了应对长期的流行病，企业大幅削减库存。这是有史以来最大的库存清算。但现在，公司不得不重建库存。正在进行的库存重建将是巨大的。</blockquote></p><p> Companies also cut capacity, which they are building out again. Capital goods spending surged to record highs in the past year, advancing almost 23%, after being essentially flat for most of the prior two decades. This creates sustained growth, and it tells us a lot about business confidence.</p><p><blockquote>公司还削减了产能，并正在再次扩大产能。资本货物支出在过去二十年的大部分时间里基本持平后，去年飙升至历史新高，增长了近 23%。这创造了持续增长，并告诉我们很多关于商业信心的信息。</blockquote></p><p> <b>The bottom line</b>: We will see 7%-8% GDP growth this year, followed by 4%-4.5% next year and above average growth after that, supporting a sustained bull market in stocks. Expect the normal corrections along the way.</p><p><blockquote><b>底线</b>今年GDP将增长7%-8%，明年将增长4%-4.5%，之后将高于平均水平，支撑股市持续牛市。期待一路上的正常修正。</blockquote></p><p> <b>2. An under-appreciated earnings boom lies ahead</b></p><p><blockquote><b>2. 被低估的盈利繁荣即将到来</b></blockquote></p><p> The economic rebound has happened so quickly, analysts can’t keep up. Wall Street analysts project $190 a share in S&amp;P 500 earnings this year. But that is woefully low given the expected 7%-8% GDP growth and massive stimulus that has yet to kick in. Stimulus normally takes six to eight months to take effect, and a lot of the recent dollops happened inside that window.</p><p><blockquote>经济反弹发生得太快了，分析师们都跟不上了。华尔街分析师预计标普500今年每股收益为 190 美元。但考虑到预期的7%-8%的GDP增长和尚未生效的大规模刺激措施，这一数字低得可怜。刺激措施通常需要六到八个月才能生效，而最近的许多波动都发生在这个时间窗内。</blockquote></p><p> Paulsen expects 2021 S&amp;P 500 earnings will be more like $220 instead of the consensus estimate of $190.</p><p><blockquote>保尔森预计 2021 年标普500盈利将更接近 220 美元，而不是普遍预期的 190 美元。</blockquote></p><p> “Analysts are still under-appreciating how much profits have improved and how much they will improve,” says Paulsen. “We had dramatic overreaction from policy officials. They addressed the collapse, but created a massive improvement in fundamentals. This is still playing out in terms of the recovery in profits.”</p><p><blockquote>“保尔森说：”分析师仍然低估了利润已经提高了多少，以及利润将提高多少。“我们的政策官员反应过度。他们解决了崩盘问题，但基本面却有了巨大的改善。就利润复苏而言，这种情况仍在上演”。</blockquote></p><p> Plus, more fiscal stimulus is probably on the way, in the form of infrastructure spending.</p><p><blockquote>此外，更多的财政刺激可能即将以基础设施支出的形式出台。</blockquote></p><p> <b>3. There’s a new Fed in town</b></p><p><blockquote><b>3. 镇上有了新的美联储</b></blockquote></p><p> For much of the past three decades, the Fed has been quick to tighten its policy to ward off inflation. The central bank killed off growth in the process. That’s one reason why the past 20 years posted the slowest growth in the post-war era. Now, though, the Fed is much more accommodative and this may likely persist because inflation will remain sluggish (more on this, below).</p><p><blockquote>在过去三十年的大部分时间里，美联储一直在迅速收紧政策以抵御通货膨胀。在这个过程中，央行扼杀了增长。这也是过去 20 年是战后增长最慢的原因之一。然而，现在美联储更加宽松，这种情况可能会持续下去，因为通胀将保持低迷（更多内容见下文）。</blockquote></p><p></p><p> Here’s a simple gauge to measure this. Take GDP growth and subtract the yield on 10-year TreasuriesTMUBMUSD10Y,1.359%.This gauge was negative for much of 1980-2010, when the Fed kept growth cool to contain inflation. Now, though, Fed policy is helping to keep 10-year yields well below GDP growth, which allows the economy to run hot. This was the state of affairs during 1950-1965, which some analysts call “the golden age of capitalism” because of the glide path in growth.</p><p><blockquote>这里有一个简单的量规来衡量这一点。以 GDP 增长为例，减去 10 年期国债收益率 ESTMUBMUSD10Y，1.359%。该指标在 1980 年至 2010 年的大部分时间里都是负值，当时美联储保持增长冷静以遏制通胀。然而现在，美联储的政策正在帮助将 10 年期国债收益率保持在远低于 GDP 增长率的水平，这使得经济过热。这就是 1950-1965 年期间的情况，一些分析家称看涨期权为 “资本主义的黄金时代”，因为它在增长过程中出现了滑坡。</blockquote></p><p> <b>4. Inflation won’t kill the bull</b></p><p><blockquote><b>4. 通货膨胀不会杀死牛市</b></blockquote></p><p> Inflation may rise near term because the economy is so hot. But medium term, the inflation slayers will win out. Here’s a roundup. The population is aging, and older people spend less. The boom in business capital spending will continue to boost productivity at companies. This allows them to avoid passing along rising costs to customers. Global trade and competition have not gone away. This puts downward pressure on prices since goods can be made more cheaply in many foreign countries. Ongoing technological advances continually put downward pressure on tech products.</p><p><blockquote>由于经济如此火爆，通货膨胀在短期内可能会上升。但从中期来看，通胀杀手将获胜。以下是综述。人口老龄化，老年人消费减少。商业资本支出的激增将继续提高公司的生产力。这使他们能够避免将不断上涨的成本转嫁给客户。全球贸易和竞争并没有消失。这给价格带来了下行压力，因为在许多外国可以更便宜地生产商品。持续的技术进步不断给科技产品带来下行压力。</blockquote></p><p> <b>5. Valuations will improve</b></p><p><blockquote><b>5.估值将改善</b></blockquote></p><p> We’re now at the phase in the economic rebound where the following dynamic typically plays out. Stocks trade sideways for months, mostly because of worries about inflation and rising bond yields. All the while, the economy and earnings continue to grow, bringing down stock valuations. This dynamic played out at about this point in prior economic rebounds during 1983-84, 1993-94, 2004-05 and 2009-10. In short, we will see a big surge in earnings while the stock market marks time, or even corrects.</p><p><blockquote>我们现在正处于经济反弹阶段，通常会出现以下动态。几个月来，股市一直横盘整理，主要是因为对通货膨胀和债券收益率上升的担忧。与此同时，经济和盈利持续增长，降低了股票估值。这种动态在1983-84年、1993-94年、2004-05年和2009-10年的经济反弹中大约在这一点上表现出来。简而言之，当股市标记时间，甚至回调时，我们将看到盈利大幅飙升。</blockquote></p><p> This will reset stock valuations lower, removing one of the chief concerns among investors — high valuations. If S&amp;P 500 earnings hit $220 by the end of the year and the index is at 4,000 to 4,100 points because of a correction, stocks will be at an 18-19 price earnings ratio — below the average since 1990.</p><p><blockquote>这将使股票估值降低，消除投资者的主要担忧之一——高估值。如果标普500的盈利在今年年底达到 220 美元，并且该指数因调整而处于 4,000 至 4,100 点，那么股票的市盈率将为 18-19，低于 1990 年以来的平均水平。</blockquote></p><p> True to form, the Dow Jones Industrial AverageDJIA,+1.30%and the Russell 2000&nbsp;small-cap index have traded sideways for two to four months. The S&amp;P 500 and Nasdaq&nbsp;recently broke out of trading ranges, but a bigger pullback would send them back into sideways action mode.</p><p><blockquote>一如既往，道琼斯工业平均指数 (DJIA) 和罗素 2000 小型股指数已经横盘整理了两到四个月。标普500和纳斯达克最近突破了交易区间，但更大的回调将使它们回到横盘整理模式。</blockquote></p><p> <b>6. Sentiment isn’t extreme</b></p><p><blockquote><b>6. 情绪并不极端</b></blockquote></p><p> As a contrarian, I look for excessive sentiment as a sign that it’s time to raise some cash. We don’t see that yet. A simple gauge to follow is the Investors Intelligence Bull/Bear ratio. It recently came in at 3.92. That’s near the warning path, which for me starts at 4. On the other hand, mutual fund cash was recently at $4.6 trillion, near historical highs. This represents caution among investors.</p><p><blockquote>作为一个逆向投资者，我认为过度的情绪是时候筹集一些现金了。我们还没看到。一个简单的衡量标准是投资者情报牛熊比率。它最近的价格是3.92。那是在警告路径附近，对我来说，警告路径是从 4 点开始的。另一方面，共同基金现金最近达到 4.6 万亿美元，接近历史高位。这代表了投资者的谨慎。</blockquote></p><p> <b>Three themes to follow</b></p><p><blockquote><b>遵循的三个主题</b></blockquote></p><p> If we are in store for a sustained economic recovery and a multi-year bull market in stocks, it will pay to follow these three themes.</p><p><blockquote>如果我们即将迎来经济持续复苏和股市多年牛市，那么遵循这三个主题将是值得的。</blockquote></p><p> <b>Favor cyclicals.</b>Stay with economically sensitive businesses and add to your holdings in them on pullbacks. This means cyclical companies in areas like financials, materials, industrials and consumer discretionary businesses.</p><p><blockquote><b>青睐周期性产品。</b>持有对经济敏感的业务，并在回调时增持这些业务。这意味着金融、材料、工业和非必需消费品业务等领域的周期性公司。</blockquote></p><p> <b>Avoid defensives.</b>If you want yield, go with stocks that pay a dividend but also have capital appreciation potential — not steady growth companies selling stuff like consumer staples. On this theme, in my stock letter Brush Up on Stocks (the link is in bio, below) I’ve recently suggested or reiterated Home Depot&nbsp;in retail, B. Riley Financial,a markets and investment banking name, and Regional Management&nbsp;in consumer finance.</p><p><blockquote><b>避免防御。</b>如果你想要收益率，那就选择支付股息但也有资本增值潜力的股票——而不是销售必需品等商品的稳定增长公司。关于这个主题，在我的股票信中（链接在下面的简介中），我最近建议或重申了家得宝（Home Depot）在零售业、B. Riley Financial（一家市场和投资银行公司）以及消费金融领域的区域管理。</blockquote></p><p> <b>Favor emerging markets.</b>Their growth tends to be higher during expansions. Just be careful with China. It has an aging population. Limited workforce growth may constrain economic growth. Another challenge is that ongoing U.S.-China tensions and the related threat of persistent tariffs and trade barriers have global companies relocating supply chains elsewhere.</p><p><blockquote><b>青睐新兴市场。</b>在扩张期间，它们的增长往往会更高。小心中国。它的人口老龄化。有限的劳动力增长可能会限制经济增长。另一个挑战是，持续的中美紧张局势以及持续关税和贸易壁垒的相关威胁迫使全球公司将供应链转移到其他地方。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page\">marketwatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185154176","content_text":"The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support\n(Photo by Jorge Guerrero/AFP via Getty Images)\nWhen the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.\nIt’s true that there could be a correction, given the already sizable 17% gain in the S&P 500 Index this year. But you should buy then, too.\nHere’s why.\nWe are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.\n1. There’s tremendous pent-up demand\nEveryone is looking to the Federal Reserve for cues about stimulus. They are overlooking private-sector forces that will push stocks higher. To sum up, there’s huge pent-up private-sector demand that will help propel U.S. GDP growth to 8% this year and 3.5%-4.5% for years after that. The pent-up demand comes from the following sources, points out Jim Paulsen, chief strategist and economist at the Leuthold Group.\nFirst, there’s been a surge in household formation, as millennials hit the family years. This helps explain the big uptick in home demand. Once you buy a house, you have to fill it up with stuff. More consumer demand on the way.\nBehind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit nearly 16% of GDP, compared to a post war average of 6.5%. The prior high was 10% in 1970s.\nRelatedly, household balance sheets improved remarkably. Debt-to-income ratios are the lowest since the 1990s. Consumers will continue to tap more bank loans and credit card capacity, as their confidence increases because employment and the economy remain strong.\nNext, there will be plenty more newly employed people once the extra unemployment benefits expire in September. This means consumer confidence will improve, which invariably boosts economic growth. The labor participation rate has room to improve, leaving spare employment capacity before we hit the full employment that can cap economic growth.\nNow let’s look at the pent-up demand in businesses.\nYou know all the shortages of stuff you keep running into or hearing about? Here’s why this is happening. To prepare for a prolonged epidemic, businesses cut inventories to the bone. It was the biggest inventory liquidation ever. But now, companies have to build back inventories. The ongoing inventory rebuild will be huge.\nCompanies also cut capacity, which they are building out again. Capital goods spending surged to record highs in the past year, advancing almost 23%, after being essentially flat for most of the prior two decades. This creates sustained growth, and it tells us a lot about business confidence.\nThe bottom line: We will see 7%-8% GDP growth this year, followed by 4%-4.5% next year and above average growth after that, supporting a sustained bull market in stocks. Expect the normal corrections along the way.\n2. An under-appreciated earnings boom lies ahead\nThe economic rebound has happened so quickly, analysts can’t keep up. Wall Street analysts project $190 a share in S&P 500 earnings this year. But that is woefully low given the expected 7%-8% GDP growth and massive stimulus that has yet to kick in. Stimulus normally takes six to eight months to take effect, and a lot of the recent dollops happened inside that window.\nPaulsen expects 2021 S&P 500 earnings will be more like $220 instead of the consensus estimate of $190.\n“Analysts are still under-appreciating how much profits have improved and how much they will improve,” says Paulsen. “We had dramatic overreaction from policy officials. They addressed the collapse, but created a massive improvement in fundamentals. This is still playing out in terms of the recovery in profits.”\nPlus, more fiscal stimulus is probably on the way, in the form of infrastructure spending.\n3. There’s a new Fed in town\nFor much of the past three decades, the Fed has been quick to tighten its policy to ward off inflation. The central bank killed off growth in the process. That’s one reason why the past 20 years posted the slowest growth in the post-war era. Now, though, the Fed is much more accommodative and this may likely persist because inflation will remain sluggish (more on this, below).\nHere’s a simple gauge to measure this. Take GDP growth and subtract the yield on 10-year TreasuriesTMUBMUSD10Y,1.359%.This gauge was negative for much of 1980-2010, when the Fed kept growth cool to contain inflation. Now, though, Fed policy is helping to keep 10-year yields well below GDP growth, which allows the economy to run hot. This was the state of affairs during 1950-1965, which some analysts call “the golden age of capitalism” because of the glide path in growth.\n4. Inflation won’t kill the bull\nInflation may rise near term because the economy is so hot. But medium term, the inflation slayers will win out. Here’s a roundup. The population is aging, and older people spend less. The boom in business capital spending will continue to boost productivity at companies. This allows them to avoid passing along rising costs to customers. Global trade and competition have not gone away. This puts downward pressure on prices since goods can be made more cheaply in many foreign countries. Ongoing technological advances continually put downward pressure on tech products.\n5. Valuations will improve\nWe’re now at the phase in the economic rebound where the following dynamic typically plays out. Stocks trade sideways for months, mostly because of worries about inflation and rising bond yields. All the while, the economy and earnings continue to grow, bringing down stock valuations. This dynamic played out at about this point in prior economic rebounds during 1983-84, 1993-94, 2004-05 and 2009-10. In short, we will see a big surge in earnings while the stock market marks time, or even corrects.\nThis will reset stock valuations lower, removing one of the chief concerns among investors — high valuations. If S&P 500 earnings hit $220 by the end of the year and the index is at 4,000 to 4,100 points because of a correction, stocks will be at an 18-19 price earnings ratio — below the average since 1990.\nTrue to form, the Dow Jones Industrial AverageDJIA,+1.30%and the Russell 2000 small-cap index have traded sideways for two to four months. The S&P 500 and Nasdaq recently broke out of trading ranges, but a bigger pullback would send them back into sideways action mode.\n6. Sentiment isn’t extreme\nAs a contrarian, I look for excessive sentiment as a sign that it’s time to raise some cash. We don’t see that yet. A simple gauge to follow is the Investors Intelligence Bull/Bear ratio. It recently came in at 3.92. That’s near the warning path, which for me starts at 4. On the other hand, mutual fund cash was recently at $4.6 trillion, near historical highs. This represents caution among investors.\nThree themes to follow\nIf we are in store for a sustained economic recovery and a multi-year bull market in stocks, it will pay to follow these three themes.\nFavor cyclicals.Stay with economically sensitive businesses and add to your holdings in them on pullbacks. This means cyclical companies in areas like financials, materials, industrials and consumer discretionary businesses.\nAvoid defensives.If you want yield, go with stocks that pay a dividend but also have capital appreciation potential — not steady growth companies selling stuff like consumer staples. On this theme, in my stock letter Brush Up on Stocks (the link is in bio, below) I’ve recently suggested or reiterated Home Depot in retail, B. Riley Financial,a markets and investment banking name, and Regional Management in consumer finance.\nFavor emerging markets.Their growth tends to be higher during expansions. Just be careful with China. It has an aging population. Limited workforce growth may constrain economic growth. Another challenge is that ongoing U.S.-China tensions and the related threat of persistent tariffs and trade barriers have global companies relocating supply chains elsewhere.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":877066147,"gmtCreate":1637844635861,"gmtModify":1637844636024,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877066147","repostId":"2185354679","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895728181,"gmtCreate":1628775099643,"gmtModify":1633689617057,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/895728181","repostId":"1140749727","repostType":4,"repost":{"id":"1140749727","kind":"news","pubTimestamp":1628775487,"share":"https://www.laohunote.com/m/news/1140749727?lang=zh_CN&edition=full","pubTime":"2021-08-12 21:38","market":"us","language":"en","title":"Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>摩根士丹利下调存储芯片行业警告，美光科技股价下跌近 6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140749727","media":"Thestreet","summary":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the ","content":"<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p><p><blockquote>摩根士丹利分析师警告称全球存储芯片行业“冬天即将来临”，下调了美光科技的评级，导致该集团股价暴跌近 6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p><p><blockquote>摩根士丹利（Morgan Stanley）分析师约瑟夫-摩尔（Joseph Moore）将该股评级下调一级，至“同等权重”，同时将目标价下调30美元至75美元，因为该行指出，随着美光从周期中后期转向周期 “DRAM 状况失去动力”，美光的 “远期回报面临着充满挑战的背景”。摩根士丹利还下调了韩国芯片制造商SK海力士的评级。</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>Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>摩根士丹利下调存储芯片行业警告，美光科技股价下跌近 6%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>摩根士丹利下调存储芯片行业警告，美光科技股价下跌近 6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-08-12 21:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p><p><blockquote>摩根士丹利分析师警告称全球存储芯片行业“冬天即将来临”，下调了美光科技的评级，导致该集团股价暴跌近 6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p><p><blockquote>摩根士丹利（Morgan Stanley）分析师约瑟夫-摩尔（Joseph Moore）将该股评级下调一级，至“同等权重”，同时将目标价下调30美元至75美元，因为该行指出，随着美光从周期中后期转向周期 “DRAM 状况失去动力”，美光的 “远期回报面临着充满挑战的背景”。摩根士丹利还下调了韩国芯片制造商SK海力士的评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140749727","content_text":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890667073,"gmtCreate":1628115379792,"gmtModify":1631884319844,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"Hope so","listText":"Hope so","text":"Hope so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890667073","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162066183,"gmtCreate":1624027943342,"gmtModify":1634023862161,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"Soar","listText":"Soar","text":"Soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/162066183","repostId":"1119256489","repostType":4,"repost":{"id":"1119256489","kind":"news","pubTimestamp":1624027322,"share":"https://www.laohunote.com/m/news/1119256489?lang=zh_CN&edition=full","pubTime":"2021-06-18 22:42","market":"us","language":"en","title":"Sykes Enterprises Soars on Deal to Be Bought by Sitel Group<blockquote>Sykes Enterprises 因被 Sitel Group 收购而飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119256489","media":"thestreet","summary":"Sykes Enterprises (SYKE) shares soared Friday after the company announced that fellow customer exper","content":"<p>Sykes Enterprises&nbsp;(<b>SYKE</b>)&nbsp;shares soared Friday after the company announced that fellow customer experience company&nbsp;Sitel Group is acquiring it and taking it private in a $2.2-billion cash deal.</p><p><blockquote>赛克斯企业（<b>病态</b>) 该公司宣布客户体验公司 Sitel Group 将以 22 亿美元的现金交易收购该公司并将其私有化后，该公司股价周五飙升。</blockquote></p><p> Sykes recently traded at $53.48, up 29.90%, on Friday morning.</p><p><blockquote>周五上午，赛克斯最近的交易价格为 53.48 美元，上涨 29.90%。</blockquote></p><p> Following the proposed transaction, the combined company will employ 155,00 workers in 39 countries, serving more than 600 clients. The companies expect combined revenue of more than $4 billion this year.</p><p><blockquote>拟议交易完成后，合并后的公司将在 39 个国家雇用 155,00 名员工，为 600 多个客户提供服务。两家公司预计今年的总收入将超过 40 亿美元。</blockquote></p><p> “By joining forces with such a healthy, profitable and financially solid U.S. brand that also has a stellar reputation, we will further enhance our global reach,\" said Laurent Uberti, chief executive of Sitel Group, in a statement.</p><p><blockquote>“Sitel Group 首席执行官 Laurent Uberti 在一份声明中说：”通过与这样一个健康、盈利、财务稳健的美国品牌联手，我们将进一步扩大我们的全球影响力。</blockquote></p><p> The transaction is expected to be completed in the second half of 2021. Upon the closing of the deal, Sykes will cease trading on Nasdaq.</p><p><blockquote>该交易预计将于二零二一年下半年完成。交易完成后，赛克斯将停止在纳斯达克进行交易。</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>Sykes Enterprises Soars on Deal to Be Bought by Sitel Group<blockquote>Sykes Enterprises 因被 Sitel Group 收购而飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSykes Enterprises Soars on Deal to Be Bought by Sitel Group<blockquote>Sykes Enterprises 因被 Sitel Group 收购而飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">thestreet</strong><span class=\"h-time small\">2021-06-18 22:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Sykes Enterprises&nbsp;(<b>SYKE</b>)&nbsp;shares soared Friday after the company announced that fellow customer experience company&nbsp;Sitel Group is acquiring it and taking it private in a $2.2-billion cash deal.</p><p><blockquote>赛克斯企业（<b>病态</b>) 该公司宣布客户体验公司 Sitel Group 将以 22 亿美元的现金交易收购该公司并将其私有化后，该公司股价周五飙升。</blockquote></p><p> Sykes recently traded at $53.48, up 29.90%, on Friday morning.</p><p><blockquote>周五上午，赛克斯最近的交易价格为 53.48 美元，上涨 29.90%。</blockquote></p><p> Following the proposed transaction, the combined company will employ 155,00 workers in 39 countries, serving more than 600 clients. The companies expect combined revenue of more than $4 billion this year.</p><p><blockquote>拟议交易完成后，合并后的公司将在 39 个国家雇用 155,00 名员工，为 600 多个客户提供服务。两家公司预计今年的总收入将超过 40 亿美元。</blockquote></p><p> “By joining forces with such a healthy, profitable and financially solid U.S. brand that also has a stellar reputation, we will further enhance our global reach,\" said Laurent Uberti, chief executive of Sitel Group, in a statement.</p><p><blockquote>“Sitel Group 首席执行官 Laurent Uberti 在一份声明中说：”通过与这样一个健康、盈利、财务稳健的美国品牌联手，我们将进一步扩大我们的全球影响力。</blockquote></p><p> The transaction is expected to be completed in the second half of 2021. Upon the closing of the deal, Sykes will cease trading on Nasdaq.</p><p><blockquote>该交易预计将于二零二一年下半年完成。交易完成后，赛克斯将停止在纳斯达克进行交易。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/sykes-enterprises-sitel-group-buyout-2-billion-dollars\">thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SYKE":"赛科斯企业"},"source_url":"https://www.thestreet.com/investing/sykes-enterprises-sitel-group-buyout-2-billion-dollars","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119256489","content_text":"Sykes Enterprises (SYKE) shares soared Friday after the company announced that fellow customer experience company Sitel Group is acquiring it and taking it private in a $2.2-billion cash deal.\nSykes recently traded at $53.48, up 29.90%, on Friday morning.\nFollowing the proposed transaction, the combined company will employ 155,00 workers in 39 countries, serving more than 600 clients. The companies expect combined revenue of more than $4 billion this year.\n“By joining forces with such a healthy, profitable and financially solid U.S. brand that also has a stellar reputation, we will further enhance our global reach,\" said Laurent Uberti, chief executive of Sitel Group, in a statement.\nThe transaction is expected to be completed in the second half of 2021. Upon the closing of the deal, Sykes will cease trading on Nasdaq.","news_type":1,"symbols_score_info":{"SYKE":0.9}},"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111854848,"gmtCreate":1622676587684,"gmtModify":1634099356330,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"Stay cool, watch carefully 🤣","listText":"Stay cool, watch carefully 🤣","text":"Stay cool, watch carefully 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/111854848","repostId":"1140714291","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":875541766,"gmtCreate":1637674228364,"gmtModify":1637674228558,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875541766","repostId":"1170324350","repostType":4,"repost":{"id":"1170324350","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":1637672596,"share":"https://www.laohunote.com/m/news/1170324350?lang=zh_CN&edition=full","pubTime":"2021-11-23 21:03","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170324350","media":"Tiger Newspress","summary":"Stock futures traded mixed Tuesday morning as technology stocks came under further pressure, as inve","content":"<p>Stock futures traded mixed Tuesday morning as technology stocks came under further pressure, as investors further mulled the market implications of Federal Reserve Jerome Powell’s renomination to lead the central bank.</p><p><blockquote>周二上午，随着投资者进一步思考美联储主席杰罗姆-鲍威尔（Jerome Powell）再次被提名为央行行长对市场的影响，科技股进一步承压，股票期货涨跌互现。</blockquote></p><p> At 8:00 a.m. ET, Dow E-minis were up 12 points, or 0.03%, S&amp;P 500 E-minis were down 2.5 points, or 0.05% and Nasdaq 100 E-minis were down 36.5 points, or 0.22%.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 12 点，即 0.03%，标普500电子迷你指数下跌 2.5 点，即 0.05%，纳斯达克 100 电子迷你指数下跌 36.5 点，即 0.22%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b4950d358bb214cef521ade4b01e7cc\" tg-width=\"669\" tg-height=\"220\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:00</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源：Tiger Trade，美国东部时间 08:00</span></p></blockquote></p><p> Bank stocks rose in premarket trade, tracking gains in yields after Jerome Powell's reappointment as Fed Chair raised market expectations for an interest rate hike by as soon as June 2022.</p><p><blockquote>杰罗姆·鲍威尔连任美联储主席提高了市场对最早于 2022 年 6 月加息的预期，银行股在盘前交易中上涨，追踪收益率的上涨。</blockquote></p><p> Wall Street's biggest lenders rose between 0.2% and 0.8%, with Citigroup Inc&nbsp;leading gains.</p><p><blockquote>华尔街最大的银行股价上涨 0.2% 至 0.8%，其中花旗集团领涨。</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> <a href=\"https://laohu8.com/S/BBY\">Best Buy</a> (BBY) – The electronics retailer’s shares tumbled 10.4% in the premarket, after it forecast holiday season comparable sales largely below Wall Street forecasts as it faces possible product shortages. Best Buy reported a quarterly beat on the top and bottom lines, however, with a profit of $2.08 per share coming in 17 cents a share above estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/BBY\">百思买</a>(BBY)--这家电子产品零售商的股价在盘前下跌了 10.4%，因为该公司预测假日季的可比销售额将大大低于华尔街的预测，因为该公司面临可能的产品短缺。然而，百思买公布的季度营收和利润均超出预期，每股利润为 2.08 美元，比预期高出 17 美分。</blockquote></p><p> <a href=\"https://laohu8.com/S/ZM\">Zoom</a> (ZM) – Zoom beat estimates by 2 cents a share, with quarterly profit of $1.11 per share. Revenue also topped Street forecasts and Zoom raised its full-year guidance. The return of many workers to offices is slowing sales growth, however, and the stock tumbled 9.6% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/ZM\">缩放</a>(ZM) – Zoom 每股收益超出预期 2 美分，季度利润为每股 1.11 美元。收入也超出了华尔街的预期，Zoom 上调了全年指引。然而，许多员工重返办公室正在减缓销售增长，该股在盘前交易中下跌 9.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a> (URBN) – Urban Outfitters earned 89 cents per share for its latest quarter, 5 cents a share above estimates. Revenue came in very slightly above analysts’ projections. The apparel retailer’s stock is getting hit hard, however, as a shift to more online sales increases costs for the company, and the stock slumped 11.5% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/URBN\">城市用品公司</a>(URBN) – Urban Outfitters 最新季度每股收益为 89 美分，比预期高出 5 美分。收入略高于分析师的预期。然而，由于转向更多的在线销售增加了公司的成本增加，这家服装零售商的股票受到了沉重打击，该公司的股价在盘前交易中暴跌了 11.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DKS\">Dick's Sporting Goods</a> (DKS) – The sporting goods retailer earned $3.19 per share for the third quarter, well above the $1.97 a share consensus estimate. Revenue also beat forecasts, and a comparable-store sales increase of 12.2% was substantially better than the 1.9% consensus estimate from StreetAccount. The stock added 1% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/DKS\">迪克体育用品</a>（DKS）——这家体育用品零售商第三季度每股收益为 3.19 美元，远高于每股 1.97 美元的普遍预期。收入也超出预期，可比商店销售额增长 12.2%，大大好于 StreetAccount 1.9% 的普遍预期。该股在盘前交易中上涨了 1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ANF\">Abercrombie &amp; Fitch</a> (ANF) – The apparel retailer beat estimates by 20 cents a share, with adjusted earnings of 86 cents per share. Revenue also topped forecasts. Abercrombie’s profit margin dropped by 30 basis points. Its shares fell 3.8% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/ANF\">阿伯克龙比&amp;惠誉</a>(ANF) – 这家服装零售商每股收益超出预期 20 美分，调整后每股收益为 86 美分。收入也超出了预期。阿伯克龙比的利润率下降了 30 个基点。其股价在盘前下跌3.8%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> (DLTR) – Dollar Tree matched estimates with quarterly profit of 96 cents per share. The discount retailer’s revenue came in slightly above estimates. Dollar Tree’s freight costs during the quarter were significantly higher than expected, and its stock fell 1.4% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/DLTR\">美元树</a>(DLTR) – Dollar Tree 的季度利润为每股 96 美分，符合预期。这家折扣零售商的收入略高于预期。Dollar Tree 本季度的运费大大高于预期，其股价在盘前交易中下跌了 1.4%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MDT\">Medtronic PLC</a> (MDT) – Medtronic reported a mixed quarter, with revenue falling below Street forecasts. The medical device maker’s profit beat forecasts by 3 cents a share, with earnings of $1.32 per share. Medtronic also lowered its full-year outlook, citing the Covid-19 resurgence and health-care staffing challenges.</p><p><blockquote><a href=\"https://laohu8.com/S/MDT\">美敦力PLC</a>（MDT）——美敦力公布了一个喜忧参半的季度，收入低于华尔街预测。这家医疗器械制造商的每股利润比预期高出 3 美分，每股收益为 1.32 美元。美敦力还下调了全年展望，理由是 Covid-19 卷土重来和医疗保健人员配备挑战。</blockquote></p><p> <a href=\"https://laohu8.com/S/SJM\">Smucker's</a> (SJM) – The food producer reported quarterly earnings of $2.43 per share, beating the $2.05 a share consensus estimate. Revenue also beat forecasts and Smucker raised its full-year forecast amid strong consumer demand for its flagship brand as well as Jif, Folgers and Milk-Bone. Smucker rose 1.2% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/SJM\">斯穆克的</a>(SJM) – 这家食品生产商公布的季度收益为每股 2.43 美元，超过了每股 2.05 美元的普遍预期。收入也超出了预期，由于消费者对其旗舰品牌以及 Jif、Folgers 和 Milk-Bone 的强劲需求，Smucker 上调了全年预期。Smucker 盘前上涨 1.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> (XPEV) – Xpeng jumped 3% in the premarket after the China-based electric vehicle maker reported a wider-than-expected quarterly loss, but also saw revenue come in well above estimates while issuing an upbeat current-quarter outlook.</p><p><blockquote><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV) – 中国电动汽车制造商小鹏汽车公布季度亏损超出预期，但收入也远高于预期，同时发布了乐观的本季度前景，小鹏汽车在盘前上涨 3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/A\">Agilent</a> (A) – Agilent came in 3 cents a share ahead of Street forecasts, with quarterly earnings of $1.21 per share. The life sciences company’s revenue was in line with estimates. Agilent saw particular strength during the quarter from its diagnostics and genomic unit. The company also issued an outlook that falls partially below analysts’ estimates, however, prompting a 4.2% premarket drop in the shares.</p><p><blockquote><a href=\"https://laohu8.com/S/A\">安捷伦</a>(a) – 安捷伦每股收益超出华尔街预期 3 美分，季度收益为每股 1.21 美元。这家生命科学公司的收入符合预期。安捷伦在本季度看到了其诊断和基因组部门的特别实力。不过，该公司还发布了部分低于分析师预期的展望，导致股价盘前下跌 4.2%。</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 Tuesday<blockquote>周二美国市场开盘前的顶线</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 Tuesday<blockquote>周二美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-23 21:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stock futures traded mixed Tuesday morning as technology stocks came under further pressure, as investors further mulled the market implications of Federal Reserve Jerome Powell’s renomination to lead the central bank.</p><p><blockquote>周二上午，随着投资者进一步思考美联储主席杰罗姆-鲍威尔（Jerome Powell）再次被提名为央行行长对市场的影响，科技股进一步承压，股票期货涨跌互现。</blockquote></p><p> At 8:00 a.m. ET, Dow E-minis were up 12 points, or 0.03%, S&amp;P 500 E-minis were down 2.5 points, or 0.05% and Nasdaq 100 E-minis were down 36.5 points, or 0.22%.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 12 点，即 0.03%，标普500电子迷你指数下跌 2.5 点，即 0.05%，纳斯达克 100 电子迷你指数下跌 36.5 点，即 0.22%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b4950d358bb214cef521ade4b01e7cc\" tg-width=\"669\" tg-height=\"220\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:00</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源：Tiger Trade，美国东部时间 08:00</span></p></blockquote></p><p> Bank stocks rose in premarket trade, tracking gains in yields after Jerome Powell's reappointment as Fed Chair raised market expectations for an interest rate hike by as soon as June 2022.</p><p><blockquote>杰罗姆·鲍威尔连任美联储主席提高了市场对最早于 2022 年 6 月加息的预期，银行股在盘前交易中上涨，追踪收益率的上涨。</blockquote></p><p> Wall Street's biggest lenders rose between 0.2% and 0.8%, with Citigroup Inc&nbsp;leading gains.</p><p><blockquote>华尔街最大的银行股价上涨 0.2% 至 0.8%，其中花旗集团领涨。</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> <a href=\"https://laohu8.com/S/BBY\">Best Buy</a> (BBY) – The electronics retailer’s shares tumbled 10.4% in the premarket, after it forecast holiday season comparable sales largely below Wall Street forecasts as it faces possible product shortages. Best Buy reported a quarterly beat on the top and bottom lines, however, with a profit of $2.08 per share coming in 17 cents a share above estimates.</p><p><blockquote><a href=\"https://laohu8.com/S/BBY\">百思买</a>(BBY)--这家电子产品零售商的股价在盘前下跌了 10.4%，因为该公司预测假日季的可比销售额将大大低于华尔街的预测，因为该公司面临可能的产品短缺。然而，百思买公布的季度营收和利润均超出预期，每股利润为 2.08 美元，比预期高出 17 美分。</blockquote></p><p> <a href=\"https://laohu8.com/S/ZM\">Zoom</a> (ZM) – Zoom beat estimates by 2 cents a share, with quarterly profit of $1.11 per share. Revenue also topped Street forecasts and Zoom raised its full-year guidance. The return of many workers to offices is slowing sales growth, however, and the stock tumbled 9.6% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/ZM\">缩放</a>(ZM) – Zoom 每股收益超出预期 2 美分，季度利润为每股 1.11 美元。收入也超出了华尔街的预期，Zoom 上调了全年指引。然而，许多员工重返办公室正在减缓销售增长，该股在盘前交易中下跌 9.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a> (URBN) – Urban Outfitters earned 89 cents per share for its latest quarter, 5 cents a share above estimates. Revenue came in very slightly above analysts’ projections. The apparel retailer’s stock is getting hit hard, however, as a shift to more online sales increases costs for the company, and the stock slumped 11.5% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/URBN\">城市用品公司</a>(URBN) – Urban Outfitters 最新季度每股收益为 89 美分，比预期高出 5 美分。收入略高于分析师的预期。然而，由于转向更多的在线销售增加了公司的成本增加，这家服装零售商的股票受到了沉重打击，该公司的股价在盘前交易中暴跌了 11.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DKS\">Dick's Sporting Goods</a> (DKS) – The sporting goods retailer earned $3.19 per share for the third quarter, well above the $1.97 a share consensus estimate. Revenue also beat forecasts, and a comparable-store sales increase of 12.2% was substantially better than the 1.9% consensus estimate from StreetAccount. The stock added 1% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/DKS\">迪克体育用品</a>（DKS）——这家体育用品零售商第三季度每股收益为 3.19 美元，远高于每股 1.97 美元的普遍预期。收入也超出预期，可比商店销售额增长 12.2%，大大好于 StreetAccount 1.9% 的普遍预期。该股在盘前交易中上涨了 1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ANF\">Abercrombie &amp; Fitch</a> (ANF) – The apparel retailer beat estimates by 20 cents a share, with adjusted earnings of 86 cents per share. Revenue also topped forecasts. Abercrombie’s profit margin dropped by 30 basis points. Its shares fell 3.8% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/ANF\">阿伯克龙比&amp;惠誉</a>(ANF) – 这家服装零售商每股收益超出预期 20 美分，调整后每股收益为 86 美分。收入也超出了预期。阿伯克龙比的利润率下降了 30 个基点。其股价在盘前下跌3.8%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> (DLTR) – Dollar Tree matched estimates with quarterly profit of 96 cents per share. The discount retailer’s revenue came in slightly above estimates. Dollar Tree’s freight costs during the quarter were significantly higher than expected, and its stock fell 1.4% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/DLTR\">美元树</a>(DLTR) – Dollar Tree 的季度利润为每股 96 美分，符合预期。这家折扣零售商的收入略高于预期。Dollar Tree 本季度的运费大大高于预期，其股价在盘前交易中下跌了 1.4%。</blockquote></p><p> <a href=\"https://laohu8.com/S/MDT\">Medtronic PLC</a> (MDT) – Medtronic reported a mixed quarter, with revenue falling below Street forecasts. The medical device maker’s profit beat forecasts by 3 cents a share, with earnings of $1.32 per share. Medtronic also lowered its full-year outlook, citing the Covid-19 resurgence and health-care staffing challenges.</p><p><blockquote><a href=\"https://laohu8.com/S/MDT\">美敦力PLC</a>（MDT）——美敦力公布了一个喜忧参半的季度，收入低于华尔街预测。这家医疗器械制造商的每股利润比预期高出 3 美分，每股收益为 1.32 美元。美敦力还下调了全年展望，理由是 Covid-19 卷土重来和医疗保健人员配备挑战。</blockquote></p><p> <a href=\"https://laohu8.com/S/SJM\">Smucker's</a> (SJM) – The food producer reported quarterly earnings of $2.43 per share, beating the $2.05 a share consensus estimate. Revenue also beat forecasts and Smucker raised its full-year forecast amid strong consumer demand for its flagship brand as well as Jif, Folgers and Milk-Bone. Smucker rose 1.2% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/SJM\">斯穆克的</a>(SJM) – 这家食品生产商公布的季度收益为每股 2.43 美元，超过了每股 2.05 美元的普遍预期。收入也超出了预期，由于消费者对其旗舰品牌以及 Jif、Folgers 和 Milk-Bone 的强劲需求，Smucker 上调了全年预期。Smucker 盘前上涨 1.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> (XPEV) – Xpeng jumped 3% in the premarket after the China-based electric vehicle maker reported a wider-than-expected quarterly loss, but also saw revenue come in well above estimates while issuing an upbeat current-quarter outlook.</p><p><blockquote><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV) – 中国电动汽车制造商小鹏汽车公布季度亏损超出预期，但收入也远高于预期，同时发布了乐观的本季度前景，小鹏汽车在盘前上涨 3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/A\">Agilent</a> (A) – Agilent came in 3 cents a share ahead of Street forecasts, with quarterly earnings of $1.21 per share. The life sciences company’s revenue was in line with estimates. Agilent saw particular strength during the quarter from its diagnostics and genomic unit. The company also issued an outlook that falls partially below analysts’ estimates, however, prompting a 4.2% premarket drop in the shares.</p><p><blockquote><a href=\"https://laohu8.com/S/A\">安捷伦</a>(a) – 安捷伦每股收益超出华尔街预期 3 美分，季度收益为每股 1.21 美元。这家生命科学公司的收入符合预期。安捷伦在本季度看到了其诊断和基因组部门的特别实力。不过，该公司还发布了部分低于分析师预期的展望，导致股价盘前下跌 4.2%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170324350","content_text":"Stock futures traded mixed Tuesday morning as technology stocks came under further pressure, as investors further mulled the market implications of Federal Reserve Jerome Powell’s renomination to lead the central bank.\nAt 8:00 a.m. ET, Dow E-minis were up 12 points, or 0.03%, S&P 500 E-minis were down 2.5 points, or 0.05% and Nasdaq 100 E-minis were down 36.5 points, or 0.22%.\n*Source From Tiger Trade, EST 08:00\nBank stocks rose in premarket trade, tracking gains in yields after Jerome Powell's reappointment as Fed Chair raised market expectations for an interest rate hike by as soon as June 2022.\nWall Street's biggest lenders rose between 0.2% and 0.8%, with Citigroup Inc leading gains.\nStocks making the biggest moves in the premarket:\nBest Buy (BBY) – The electronics retailer’s shares tumbled 10.4% in the premarket, after it forecast holiday season comparable sales largely below Wall Street forecasts as it faces possible product shortages. Best Buy reported a quarterly beat on the top and bottom lines, however, with a profit of $2.08 per share coming in 17 cents a share above estimates.\nZoom (ZM) – Zoom beat estimates by 2 cents a share, with quarterly profit of $1.11 per share. Revenue also topped Street forecasts and Zoom raised its full-year guidance. The return of many workers to offices is slowing sales growth, however, and the stock tumbled 9.6% in premarket trading.\nUrban Outfitters (URBN) – Urban Outfitters earned 89 cents per share for its latest quarter, 5 cents a share above estimates. Revenue came in very slightly above analysts’ projections. The apparel retailer’s stock is getting hit hard, however, as a shift to more online sales increases costs for the company, and the stock slumped 11.5% in premarket action.\nDick's Sporting Goods (DKS) – The sporting goods retailer earned $3.19 per share for the third quarter, well above the $1.97 a share consensus estimate. Revenue also beat forecasts, and a comparable-store sales increase of 12.2% was substantially better than the 1.9% consensus estimate from StreetAccount. The stock added 1% in premarket action.\nAbercrombie & Fitch (ANF) – The apparel retailer beat estimates by 20 cents a share, with adjusted earnings of 86 cents per share. Revenue also topped forecasts. Abercrombie’s profit margin dropped by 30 basis points. Its shares fell 3.8% in the premarket.\nDollar Tree (DLTR) – Dollar Tree matched estimates with quarterly profit of 96 cents per share. The discount retailer’s revenue came in slightly above estimates. Dollar Tree’s freight costs during the quarter were significantly higher than expected, and its stock fell 1.4% in premarket trading.\nMedtronic PLC (MDT) – Medtronic reported a mixed quarter, with revenue falling below Street forecasts. The medical device maker’s profit beat forecasts by 3 cents a share, with earnings of $1.32 per share. Medtronic also lowered its full-year outlook, citing the Covid-19 resurgence and health-care staffing challenges.\nSmucker's (SJM) – The food producer reported quarterly earnings of $2.43 per share, beating the $2.05 a share consensus estimate. Revenue also beat forecasts and Smucker raised its full-year forecast amid strong consumer demand for its flagship brand as well as Jif, Folgers and Milk-Bone. Smucker rose 1.2% in the premarket.\nXPeng Inc. (XPEV) – Xpeng jumped 3% in the premarket after the China-based electric vehicle maker reported a wider-than-expected quarterly loss, but also saw revenue come in well above estimates while issuing an upbeat current-quarter outlook.\nAgilent (A) – Agilent came in 3 cents a share ahead of Street forecasts, with quarterly earnings of $1.21 per share. The life sciences company’s revenue was in line with estimates. Agilent saw particular strength during the quarter from its diagnostics and genomic unit. The company also issued an outlook that falls partially below analysts’ estimates, however, prompting a 4.2% premarket drop in the shares.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}