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haoren
2021-12-30
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haoren
2021-12-29
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These 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote>
haoren
2021-12-28
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haoren
2021-12-27
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Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>
haoren
2021-12-26
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Why cannabis investors need to pay attention to ancillary companies<blockquote>为什么大麻投资者需要关注辅助公司</blockquote>
haoren
2021-12-25
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haoren
2021-12-24
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haoren
2021-12-23
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Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗?</blockquote>
haoren
2021-12-22
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haoren
2021-12-21
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PLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership<blockquote>PLTR股票提醒:关于Palantir最新合作伙伴关系需要了解的5件事</blockquote>
haoren
2021-12-20
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haoren
2021-12-19
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haoren
2021-12-18
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Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>
haoren
2021-12-17
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10 Biggest Price Target Changes For Friday<blockquote>周五10个最大价格目标变化</blockquote>
haoren
2021-12-16
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haoren
2021-12-16
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EV Stocks Outlook for 2022: Why One Analyst Sees Investor Enthusiasm Cooling Next Year<blockquote>2022年电动汽车股展望:为什么一位分析师认为明年投资者热情会降温</blockquote>
haoren
2021-12-15
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haoren
2021-12-14
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Why Stocks' Next Rally Could Be Coming Soon<blockquote>为什么股市的下一次反弹可能很快就会到来</blockquote>
haoren
2021-12-13
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haoren
2021-12-11
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08:39","market":"us","language":"en","title":"These 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157924593","media":"finance.yahoo","summary":"Christmas may be over, but for investors, the gifts may have only just begun.\nThe \"Santa Claus Rally","content":"<p>Christmas may be over, but for investors, the gifts may have only just begun.</p><p><blockquote>圣诞节可能已经结束,但对于投资者来说,礼物可能才刚刚开始。</blockquote></p><p> The \"Santa Claus Rally\" looks to send 2021 off on a high note for the stock market. The S&P 500 (^GSPC) set a record high for the second consecutive day on Tuesday,subsequently falling a bit in light of a small midday tech stock sell-off.</p><p><blockquote>“圣诞老人集会”看起来会让2021年成为股市的高潮。标普500(^GSPC)周二连续第二天创下历史新高,随后因午盘科技股小幅抛售而小幅下跌。</blockquote></p><p> <b>‘Ho, ho ho’, stocks on the rise?</b></p><p><blockquote><b>“嗬,嗬嗬”,股票在上涨?</b></blockquote></p><p> The last five trading days of the year and the first two trading days of the next year together are often the biggest week of the year for the market. The 1.2% average growth in the S&P 500 over the period since 1945 is the largest of any seven-day period.</p><p><blockquote>一年的最后五个交易日和下一年的前两个交易日加在一起,往往是市场一年中最大的一周。自1945年以来,标普500 1.2%的平均增长率是任何七天期间最大的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c54ea712b8fce648fa682efa965a15a\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A trader wears a Santa hat as he works on the floor of the New York Stock Exchange the day before Christmas in New York December 24, 2015. REUTERS/Lucas Jackson</span></p><p><blockquote><p class=\"t-img-caption\"><span>2015年12月24日,圣诞节前一天,纽约,一名交易员戴着圣诞帽在纽约证券交易所工作。路透社/卢卡斯·杰克逊</span></p></blockquote></p><p> Why do these days perform so well historically?Animal spirits, as the 20th century economist John Maynard Keynes might put it, have a lot to do with the Santa Clause Rally.</p><p><blockquote>为什么这些日子在历史上表现如此出色?正如20世纪经济学家约翰·梅纳德·凯恩斯可能会说的那样,动物精神与圣诞老人集会有很大关系。</blockquote></p><p> “It's [the result of] sentiment,” said Sam Stovall, chief investment strategist at CFRA Research, on the causes of the rally. “Because [investors know that] if the market does well in the month of January, then it usually does well for the full year. But if we find that a lot of money has flowed into the markets, right off the bat, then the indication is that it's likely to be a very good year.”</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall在谈到上涨原因时表示:“这是情绪的结果。”“因为(投资者知道)如果市场在一月份表现良好,那么全年通常都会表现良好。但如果我们发现大量资金立即流入市场,那么有迹象表明今年可能是非常好的一年。”</blockquote></p><p> Investors anticipate that the period is coming, and that equity prices are about to rise, so they are more likely to invest money to earn higher returns, Stovall explained.</p><p><blockquote>斯托瓦尔解释说,投资者预计这一时期即将到来,股价即将上涨,因此他们更有可能投资以获得更高的回报。</blockquote></p><p> Though the sentiments behind the Santa Clause Rally may appear to be begging-the-question, there is nothing mythical about its results.</p><p><blockquote>尽管圣诞老人集会背后的情绪似乎是在回避问题,但其结果并没有什么神秘之处。</blockquote></p><p> According to a recent research note published by Stovall, years following a Santa Claus Rally period with a price increase, experienced an S&P 500 growth rate of 10.3%, higher than the average rate of 9.2% (since 1945).</p><p><blockquote>根据Stovall最近发布的一份研究报告,在价格上涨的圣诞老人反弹期之后的几年里,标普500增长率为10.3%,高于9.2%的平均增长率(自1945年以来)。</blockquote></p><p> <b>January Barometers</b></p><p><blockquote><b>一月晴雨表</b></blockquote></p><p> Two other barometers exist for investors eager to predict the outlook for 2022’s market, both of them involving market performance during the month of January, Stovall wrote. The first five days of January are a great indicator for the rest of the month’s performance.</p><p><blockquote>斯托瓦尔写道,对于渴望预测2022年市场前景的投资者来说,还有另外两个晴雨表,这两个晴雨表都涉及1月份的市场表现。一月的前五天是该月剩余时间表现的一个很好的指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99e3e7627b845414da42f555bc4db069\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A screen displays a stock update on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., December 28, 2021. REUTERS/Andrew Kelly</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年12月28日,美国纽约市曼哈顿的纽约证券交易所(NYSE)交易大厅,屏幕显示股票更新。路透社/安德鲁·凯利</span></p></blockquote></p><p> “The first five days offer an early warning signal as to how the market will likely perform during the entire month,” Stovall wrote in the CFRA report. “And it has done so with impressive accuracy, being correct two out of every three years for both up and down signals. What’s more, a positive showing for the equity market during the first five days of January improved the likelihood of an annual price increase by 12.8%, as well as an improvement in the FoA to 82%.”</p><p><blockquote>斯托瓦尔在CFRA报告中写道:“前五天为市场整个月的表现提供了早期预警信号。”“而且它的准确性令人印象深刻,每三年就有两次上涨和下跌信号是正确的。更重要的是,1月份前五天股市的积极表现提高了年度价格上涨的可能性12.8%,FoA提高至82%。”</blockquote></p><p> And as the old Wall Street adage goes, ‘So goes January, so goes the year.’ The third indicator, which Stovall dubbed “the January Barometer,” draws a correlation between the performance of the market in January and the succeeding 11 months.</p><p><blockquote>正如华尔街的一句老话所说,“一月如此,一年也如此。”第三个指标被斯托瓦尔称为“一月晴雨表”,它将1月份的市场表现与随后11个月的表现联系起来。</blockquote></p><p> “Should the S&P 500 go on to record a positive performance in the entire month of January, it has historically enhanced the possibility of a positive full-year performance, as the average annual price gain rose to 15.9% and the FoA (Frequency of Advance) increased to 87%,” the report noted.</p><p><blockquote>“如果标普500在整个1月份继续录得积极表现,那么从历史上看,全年表现积极的可能性就会增强,因为年均价格涨幅升至15.9%,FoA(提前频率)增加到87%,”报告指出。</blockquote></p><p> The biggest conclusion investors should draw from the barometers is that there is significant enough data to presume a causal relationship between the late December/January market performance and the larger year’s performance, Stovall said.</p><p><blockquote>斯托瓦尔表示,投资者应该从晴雨表中得出的最大结论是,有足够重要的数据可以假设12月下旬/1月的市场表现与全年表现之间存在因果关系。</blockquote></p><p> “Not all of the year’s price gains were concentrated in the first month of the year, as a rise for the S&P 500 in January was followed by an average 11.3% climb for the remaining 11 months of the year, with the market posting an 11-month FoA 83% of the time,” he wrote in the report.</p><p><blockquote>“并非今年的所有价格上涨都集中在今年的第一个月,因为1月份标普500上涨后,今年剩余11个月平均上涨11.3%,市场公布了11个月的FoA 83%的时间,”他在报告中写道。</blockquote></p><p> Though January’s gains appear to set the standard for the rest of the year by setting investor attitudes and expectations, Stovall stressed that these indicators are not guarantees.</p><p><blockquote>尽管1月份的涨幅似乎通过设定投资者的态度和预期为今年剩余时间设定了标准,但斯托瓦尔强调,这些指标并不是保证。</blockquote></p><p> “Investors should always view history as a great guide, but never gospel,” he said. Past performance “gives a pretty strong hint of what might happen, but certainly no guarantee.”</p><p><blockquote>“投资者应该始终将历史视为伟大的指南,但绝不是福音,”他说。过去的表现“很强烈地暗示了可能发生的事情,但肯定不能保证。”</blockquote></p><p> In 2022, the market will likely encounter challenges from the ongoing COVID pandemic as well as high inflation and the Federal Reserve’s attempts to control it.</p><p><blockquote>2022年,市场可能会遇到持续的新冠疫情以及高通胀和美联储控制通胀的努力的挑战。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c6b1ff968cfd5507f8c17566398310\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>NEW YORK, USA - DECEMBER 28: A man is getting a Covid-19 test at a Covid-19 testing center next to the Queens Hospital Center as hundreds of residents line up to get Covid-19 test in Queens of New York, United States on December 28, 2021 as Omicron rises around the country. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)More</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国纽约——12月28日:2021年12月28日,美国纽约皇后区,一名男子正在皇后区医院中心旁边的新冠肺炎检测中心接受新冠肺炎检测,数百名居民排队接受新冠肺炎检测,全国奥密克戎加剧。(摄影:Tayfun Coskun/Anadolu Agency,盖蒂图片社)更多</span></p></blockquote></p><p> “When you think about some of the headwinds that could upset the track record of these different barometers, should they all be triggered,” Stovall said, adding the next COVID variant should be a top concern.</p><p><blockquote>斯托瓦尔说:“当你想到一些可能扰乱这些不同晴雨表记录的不利因素时,如果它们都被触发的话。”他补充说,下一个新冠病毒变种应该是最令人担忧的。</blockquote></p><p> The Omicron variant has been the latest strain of the coronavirus to spread throughout all 50 U.S. states. Though recent research suggests that Omicron cases are less severe than previous strains of the virus, it is highly transmissible and has already had an effect on consumer demand insome industries while some remain relatively unaffected.</p><p><blockquote>奥密克戎变种是在美国所有50个州传播的最新冠状病毒株。尽管最近的研究表明,奥密克戎病例没有以前的病毒株严重,但它具有高度传染性,已经对一些行业的消费者需求产生了影响,而另一些行业则相对未受影响。</blockquote></p><p> Secondly, the Federal Reserve has made it clear that it intends to raise interest rates in response to high inflation. Many economists expect these rate hikes to begin sometime next year.</p><p><blockquote>其次,美联储明确表示有意加息以应对高通胀。许多经济学家预计这些加息将在明年某个时候开始。</blockquote></p><p> “That's a concern because if the Fed is too aggressive raising rates, that could throw the market into a tailspin,” Stovall said. “Also, historically, we have seen PE multiple contraction in a rising interest rate environment.”</p><p><blockquote>斯托瓦尔表示:“这令人担忧,因为如果美联储过于激进地加息,可能会让市场陷入混乱。”“此外,从历史上看,我们在利率上升的环境下看到PE倍数收缩。”</blockquote></p><p></p>","source":"lsy1612507957220","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>These 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</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\">\nThese 3 Indicators May Predict How the Stock Market Performs in 2022: Analyst<blockquote>分析师:这3个指标可能预测2022年股市的表现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-12-29 08:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Christmas may be over, but for investors, the gifts may have only just begun.</p><p><blockquote>圣诞节可能已经结束,但对于投资者来说,礼物可能才刚刚开始。</blockquote></p><p> The \"Santa Claus Rally\" looks to send 2021 off on a high note for the stock market. The S&P 500 (^GSPC) set a record high for the second consecutive day on Tuesday,subsequently falling a bit in light of a small midday tech stock sell-off.</p><p><blockquote>“圣诞老人集会”看起来会让2021年成为股市的高潮。标普500(^GSPC)周二连续第二天创下历史新高,随后因午盘科技股小幅抛售而小幅下跌。</blockquote></p><p> <b>‘Ho, ho ho’, stocks on the rise?</b></p><p><blockquote><b>“嗬,嗬嗬”,股票在上涨?</b></blockquote></p><p> The last five trading days of the year and the first two trading days of the next year together are often the biggest week of the year for the market. The 1.2% average growth in the S&P 500 over the period since 1945 is the largest of any seven-day period.</p><p><blockquote>一年的最后五个交易日和下一年的前两个交易日加在一起,往往是市场一年中最大的一周。自1945年以来,标普500 1.2%的平均增长率是任何七天期间最大的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c54ea712b8fce648fa682efa965a15a\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A trader wears a Santa hat as he works on the floor of the New York Stock Exchange the day before Christmas in New York December 24, 2015. REUTERS/Lucas Jackson</span></p><p><blockquote><p class=\"t-img-caption\"><span>2015年12月24日,圣诞节前一天,纽约,一名交易员戴着圣诞帽在纽约证券交易所工作。路透社/卢卡斯·杰克逊</span></p></blockquote></p><p> Why do these days perform so well historically?Animal spirits, as the 20th century economist John Maynard Keynes might put it, have a lot to do with the Santa Clause Rally.</p><p><blockquote>为什么这些日子在历史上表现如此出色?正如20世纪经济学家约翰·梅纳德·凯恩斯可能会说的那样,动物精神与圣诞老人集会有很大关系。</blockquote></p><p> “It's [the result of] sentiment,” said Sam Stovall, chief investment strategist at CFRA Research, on the causes of the rally. “Because [investors know that] if the market does well in the month of January, then it usually does well for the full year. But if we find that a lot of money has flowed into the markets, right off the bat, then the indication is that it's likely to be a very good year.”</p><p><blockquote>CFRA Research首席投资策略师Sam Stovall在谈到上涨原因时表示:“这是情绪的结果。”“因为(投资者知道)如果市场在一月份表现良好,那么全年通常都会表现良好。但如果我们发现大量资金立即流入市场,那么有迹象表明今年可能是非常好的一年。”</blockquote></p><p> Investors anticipate that the period is coming, and that equity prices are about to rise, so they are more likely to invest money to earn higher returns, Stovall explained.</p><p><blockquote>斯托瓦尔解释说,投资者预计这一时期即将到来,股价即将上涨,因此他们更有可能投资以获得更高的回报。</blockquote></p><p> Though the sentiments behind the Santa Clause Rally may appear to be begging-the-question, there is nothing mythical about its results.</p><p><blockquote>尽管圣诞老人集会背后的情绪似乎是在回避问题,但其结果并没有什么神秘之处。</blockquote></p><p> According to a recent research note published by Stovall, years following a Santa Claus Rally period with a price increase, experienced an S&P 500 growth rate of 10.3%, higher than the average rate of 9.2% (since 1945).</p><p><blockquote>根据Stovall最近发布的一份研究报告,在价格上涨的圣诞老人反弹期之后的几年里,标普500增长率为10.3%,高于9.2%的平均增长率(自1945年以来)。</blockquote></p><p> <b>January Barometers</b></p><p><blockquote><b>一月晴雨表</b></blockquote></p><p> Two other barometers exist for investors eager to predict the outlook for 2022’s market, both of them involving market performance during the month of January, Stovall wrote. The first five days of January are a great indicator for the rest of the month’s performance.</p><p><blockquote>斯托瓦尔写道,对于渴望预测2022年市场前景的投资者来说,还有另外两个晴雨表,这两个晴雨表都涉及1月份的市场表现。一月的前五天是该月剩余时间表现的一个很好的指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99e3e7627b845414da42f555bc4db069\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>A screen displays a stock update on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., December 28, 2021. REUTERS/Andrew Kelly</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年12月28日,美国纽约市曼哈顿的纽约证券交易所(NYSE)交易大厅,屏幕显示股票更新。路透社/安德鲁·凯利</span></p></blockquote></p><p> “The first five days offer an early warning signal as to how the market will likely perform during the entire month,” Stovall wrote in the CFRA report. “And it has done so with impressive accuracy, being correct two out of every three years for both up and down signals. What’s more, a positive showing for the equity market during the first five days of January improved the likelihood of an annual price increase by 12.8%, as well as an improvement in the FoA to 82%.”</p><p><blockquote>斯托瓦尔在CFRA报告中写道:“前五天为市场整个月的表现提供了早期预警信号。”“而且它的准确性令人印象深刻,每三年就有两次上涨和下跌信号是正确的。更重要的是,1月份前五天股市的积极表现提高了年度价格上涨的可能性12.8%,FoA提高至82%。”</blockquote></p><p> And as the old Wall Street adage goes, ‘So goes January, so goes the year.’ The third indicator, which Stovall dubbed “the January Barometer,” draws a correlation between the performance of the market in January and the succeeding 11 months.</p><p><blockquote>正如华尔街的一句老话所说,“一月如此,一年也如此。”第三个指标被斯托瓦尔称为“一月晴雨表”,它将1月份的市场表现与随后11个月的表现联系起来。</blockquote></p><p> “Should the S&P 500 go on to record a positive performance in the entire month of January, it has historically enhanced the possibility of a positive full-year performance, as the average annual price gain rose to 15.9% and the FoA (Frequency of Advance) increased to 87%,” the report noted.</p><p><blockquote>“如果标普500在整个1月份继续录得积极表现,那么从历史上看,全年表现积极的可能性就会增强,因为年均价格涨幅升至15.9%,FoA(提前频率)增加到87%,”报告指出。</blockquote></p><p> The biggest conclusion investors should draw from the barometers is that there is significant enough data to presume a causal relationship between the late December/January market performance and the larger year’s performance, Stovall said.</p><p><blockquote>斯托瓦尔表示,投资者应该从晴雨表中得出的最大结论是,有足够重要的数据可以假设12月下旬/1月的市场表现与全年表现之间存在因果关系。</blockquote></p><p> “Not all of the year’s price gains were concentrated in the first month of the year, as a rise for the S&P 500 in January was followed by an average 11.3% climb for the remaining 11 months of the year, with the market posting an 11-month FoA 83% of the time,” he wrote in the report.</p><p><blockquote>“并非今年的所有价格上涨都集中在今年的第一个月,因为1月份标普500上涨后,今年剩余11个月平均上涨11.3%,市场公布了11个月的FoA 83%的时间,”他在报告中写道。</blockquote></p><p> Though January’s gains appear to set the standard for the rest of the year by setting investor attitudes and expectations, Stovall stressed that these indicators are not guarantees.</p><p><blockquote>尽管1月份的涨幅似乎通过设定投资者的态度和预期为今年剩余时间设定了标准,但斯托瓦尔强调,这些指标并不是保证。</blockquote></p><p> “Investors should always view history as a great guide, but never gospel,” he said. Past performance “gives a pretty strong hint of what might happen, but certainly no guarantee.”</p><p><blockquote>“投资者应该始终将历史视为伟大的指南,但绝不是福音,”他说。过去的表现“很强烈地暗示了可能发生的事情,但肯定不能保证。”</blockquote></p><p> In 2022, the market will likely encounter challenges from the ongoing COVID pandemic as well as high inflation and the Federal Reserve’s attempts to control it.</p><p><blockquote>2022年,市场可能会遇到持续的新冠疫情以及高通胀和美联储控制通胀的努力的挑战。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c6b1ff968cfd5507f8c17566398310\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>NEW YORK, USA - DECEMBER 28: A man is getting a Covid-19 test at a Covid-19 testing center next to the Queens Hospital Center as hundreds of residents line up to get Covid-19 test in Queens of New York, United States on December 28, 2021 as Omicron rises around the country. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)More</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国纽约——12月28日:2021年12月28日,美国纽约皇后区,一名男子正在皇后区医院中心旁边的新冠肺炎检测中心接受新冠肺炎检测,数百名居民排队接受新冠肺炎检测,全国奥密克戎加剧。(摄影:Tayfun Coskun/Anadolu Agency,盖蒂图片社)更多</span></p></blockquote></p><p> “When you think about some of the headwinds that could upset the track record of these different barometers, should they all be triggered,” Stovall said, adding the next COVID variant should be a top concern.</p><p><blockquote>斯托瓦尔说:“当你想到一些可能扰乱这些不同晴雨表记录的不利因素时,如果它们都被触发的话。”他补充说,下一个新冠病毒变种应该是最令人担忧的。</blockquote></p><p> The Omicron variant has been the latest strain of the coronavirus to spread throughout all 50 U.S. states. Though recent research suggests that Omicron cases are less severe than previous strains of the virus, it is highly transmissible and has already had an effect on consumer demand insome industries while some remain relatively unaffected.</p><p><blockquote>奥密克戎变种是在美国所有50个州传播的最新冠状病毒株。尽管最近的研究表明,奥密克戎病例没有以前的病毒株严重,但它具有高度传染性,已经对一些行业的消费者需求产生了影响,而另一些行业则相对未受影响。</blockquote></p><p> Secondly, the Federal Reserve has made it clear that it intends to raise interest rates in response to high inflation. Many economists expect these rate hikes to begin sometime next year.</p><p><blockquote>其次,美联储明确表示有意加息以应对高通胀。许多经济学家预计这些加息将在明年某个时候开始。</blockquote></p><p> “That's a concern because if the Fed is too aggressive raising rates, that could throw the market into a tailspin,” Stovall said. “Also, historically, we have seen PE multiple contraction in a rising interest rate environment.”</p><p><blockquote>斯托瓦尔表示:“这令人担忧,因为如果美联储过于激进地加息,可能会让市场陷入混乱。”“此外,从历史上看,我们在利率上升的环境下看到PE倍数收缩。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/these-three-indicators-may-predict-how-the-stock-market-performs-in-2022-analyst-201508279.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/these-three-indicators-may-predict-how-the-stock-market-performs-in-2022-analyst-201508279.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157924593","content_text":"Christmas may be over, but for investors, the gifts may have only just begun.\nThe \"Santa Claus Rally\" looks to send 2021 off on a high note for the stock market. The S&P 500 (^GSPC) set a record high for the second consecutive day on Tuesday,subsequently falling a bit in light of a small midday tech stock sell-off.\n‘Ho, ho ho’, stocks on the rise?\nThe last five trading days of the year and the first two trading days of the next year together are often the biggest week of the year for the market. The 1.2% average growth in the S&P 500 over the period since 1945 is the largest of any seven-day period.\nA trader wears a Santa hat as he works on the floor of the New York Stock Exchange the day before Christmas in New York December 24, 2015. REUTERS/Lucas Jackson\nWhy do these days perform so well historically?Animal spirits, as the 20th century economist John Maynard Keynes might put it, have a lot to do with the Santa Clause Rally.\n“It's [the result of] sentiment,” said Sam Stovall, chief investment strategist at CFRA Research, on the causes of the rally. “Because [investors know that] if the market does well in the month of January, then it usually does well for the full year. But if we find that a lot of money has flowed into the markets, right off the bat, then the indication is that it's likely to be a very good year.”\nInvestors anticipate that the period is coming, and that equity prices are about to rise, so they are more likely to invest money to earn higher returns, Stovall explained.\nThough the sentiments behind the Santa Clause Rally may appear to be begging-the-question, there is nothing mythical about its results.\nAccording to a recent research note published by Stovall, years following a Santa Claus Rally period with a price increase, experienced an S&P 500 growth rate of 10.3%, higher than the average rate of 9.2% (since 1945).\nJanuary Barometers\nTwo other barometers exist for investors eager to predict the outlook for 2022’s market, both of them involving market performance during the month of January, Stovall wrote. The first five days of January are a great indicator for the rest of the month’s performance.\nA screen displays a stock update on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., December 28, 2021. REUTERS/Andrew Kelly\n“The first five days offer an early warning signal as to how the market will likely perform during the entire month,” Stovall wrote in the CFRA report. “And it has done so with impressive accuracy, being correct two out of every three years for both up and down signals. What’s more, a positive showing for the equity market during the first five days of January improved the likelihood of an annual price increase by 12.8%, as well as an improvement in the FoA to 82%.”\nAnd as the old Wall Street adage goes, ‘So goes January, so goes the year.’ The third indicator, which Stovall dubbed “the January Barometer,” draws a correlation between the performance of the market in January and the succeeding 11 months.\n“Should the S&P 500 go on to record a positive performance in the entire month of January, it has historically enhanced the possibility of a positive full-year performance, as the average annual price gain rose to 15.9% and the FoA (Frequency of Advance) increased to 87%,” the report noted.\nThe biggest conclusion investors should draw from the barometers is that there is significant enough data to presume a causal relationship between the late December/January market performance and the larger year’s performance, Stovall said.\n“Not all of the year’s price gains were concentrated in the first month of the year, as a rise for the S&P 500 in January was followed by an average 11.3% climb for the remaining 11 months of the year, with the market posting an 11-month FoA 83% of the time,” he wrote in the report.\nThough January’s gains appear to set the standard for the rest of the year by setting investor attitudes and expectations, Stovall stressed that these indicators are not guarantees.\n“Investors should always view history as a great guide, but never gospel,” he said. Past performance “gives a pretty strong hint of what might happen, but certainly no guarantee.”\nIn 2022, the market will likely encounter challenges from the ongoing COVID pandemic as well as high inflation and the Federal Reserve’s attempts to control it.\nNEW YORK, USA - DECEMBER 28: A man is getting a Covid-19 test at a Covid-19 testing center next to the Queens Hospital Center as hundreds of residents line up to get Covid-19 test in Queens of New York, United States on December 28, 2021 as Omicron rises around the country. (Photo by Tayfun Coskun/Anadolu Agency via Getty Images)More\n“When you think about some of the headwinds that could upset the track record of these different barometers, should they all be triggered,” Stovall said, adding the next COVID variant should be a top concern.\nThe Omicron variant has been the latest strain of the coronavirus to spread throughout all 50 U.S. states. Though recent research suggests that Omicron cases are less severe than previous strains of the virus, it is highly transmissible and has already had an effect on consumer demand insome industries while some remain relatively unaffected.\nSecondly, the Federal Reserve has made it clear that it intends to raise interest rates in response to high inflation. Many economists expect these rate hikes to begin sometime next year.\n“That's a concern because if the Fed is too aggressive raising rates, that could throw the market into a tailspin,” Stovall said. “Also, historically, we have seen PE multiple contraction in a rising interest rate environment.”","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696832370,"gmtCreate":1640659708949,"gmtModify":1640659757463,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696832370","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696095850,"gmtCreate":1640570556896,"gmtModify":1640570557318,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696095850","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</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":{"FCEL":"燃料电池能源","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4541":"氢能源","BK4096":"电气部件与设备"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698574832,"gmtCreate":1640482761959,"gmtModify":1640483031474,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698574832","repostId":"1198001868","repostType":4,"repost":{"id":"1198001868","kind":"news","pubTimestamp":1640480946,"share":"https://www.laohu8.com/m/news/1198001868?lang=zh_CN&edition=full","pubTime":"2021-12-26 09:09","market":"us","language":"en","title":"Why cannabis investors need to pay attention to ancillary companies<blockquote>为什么大麻投资者需要关注辅助公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198001868","media":"Seeking Alpha","summary":"While it may take a village to raise a child, it takes a large number of resources to grow a healthy","content":"<p><ul> <li>While it may take a village to raise a child, it takes a large number of resources to grow a healthy cannabis plant.</li> <li>Investors keeping tabs on the cannabis industry are missing out if they are only paying attention to Canadian licensed producers (LPs) and multi-state operators (MSOs).</li> <li>There is a group of companies that are essential -- both literally and figuratively -- to the growth of the cannabis industry: ancillary companies.</li> <li>These companies run the gamut and include fertilizer producers, hydroponic equipment, grow lights, and REITs that own the greenhouses where marijuana is grown.</li> <li>New Cannabis Ventures created the Ancillary Cannabis Index on March 31 to track such companies.Like Canadian LPs and MSOs, after a strong Q1, the index had dropped precipitously.</li> </ul> <img src=\"https://static.tigerbbs.com/7e7beacc5eafa7a5e3f332115fbc78e7\" tg-width=\"1280\" tg-height=\"691\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>虽然抚养一个孩子可能需要一个村庄,但种植一株健康的大麻植物需要大量资源。</li><li>如果关注大麻行业的投资者只关注加拿大许可生产商(LP)和多州运营商(MSO),他们就会错过机会。</li><li>有一群公司对大麻产业的发展至关重要——无论是字面上还是象征性的:辅助公司。</li><li>这些公司涵盖了所有领域,包括化肥生产商、水培设备、种植灯以及拥有种植大麻的温室的房地产投资信托基金。</li><li>New Cannabis Ventures于3月31日创建了辅助大麻指数来跟踪此类公司。与加拿大有限合伙人和MSO一样,在强劲的第一季度之后,该指数急剧下跌。</li></ul></blockquote></p><p> <ul> <li>The two best performing stocks in this index are industrial REITs whose holdings focus on properties, such as greenhouses are warehouses, utilized specifically by licensed cannabis operators. They are Innovative Industrial Properties(NYSE:IIPR)and Power REIT(NYSE:PW).</li> <li>Innovative is up 37%year to date, while Power is up 134%.</li> <li>While Innovative is invested exclusively in cannabis activity-related properties, Power is more diversified as its holdings include controlled environment agriculture (greenhouses), solar farm land and transportation (railroad real estate).</li> <li>Five of Innovative's nine properties are in California, while all but three of Power's 18 cannabis properties are in Colorado.</li> <li>Seeking Alpha's Quant Rating is very bullish on Power, but neutral on Innovative.</li> <li>A marijuana REIT newcomer is NewLake Capital Partners, which went public in August. It is down ~6%since then. Note it is not included Ancillary Cannabis Index.</li> <li>Another star performer in the index is AFC Gamma(NASDAQ:AFCG), which operates as a mortgage REIT that structures and underwrites loans for licensed cannabis industry companies. Since its March IPO, the stock is up ~15% year to date.</li> <li>While the company is currently very profitable, that might change if proposed legislation is approved that would allow commercial banks to do business with cannabis companies, according to Seeking Alpha contributor Austin Rogers, who has a neutral rating on shares.</li> </ul> <img src=\"https://static.tigerbbs.com/95068d19d7c53441b6c338458944fe89\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>该指数中表现最好的两只股票是工业房地产投资信托基金,其持有的财产重点是财产,例如温室是仓库,专门由有执照的大麻经营者使用。它们是Innovative Industrial Properties(NYSE:IIPR)和Power REIT(NYSE:PW)。</li><li>今年迄今为止,Innovative上涨了37%,而Power上涨了134%。</li><li>虽然Innovative专门投资于与大麻活动相关的资产,但Power更加多元化,因为其持有的资产包括受控环境农业(温室)、太阳能农场土地和运输(铁路房地产)。</li><li>Innovative的9处大麻地产中有5处位于加利福尼亚州,而Power的18处大麻地产中除3处外均位于科罗拉多州。</li><li>Seeking Alpha的量化评级非常看好Power,但对Innovative持中性态度。</li><li>NewLake Capital Partners是大麻房地产投资信托基金的新来者,该公司于8月上市。自那以来,该指数下跌了约6%。请注意,它不包括辅助大麻指数。</li><li>该指数中的另一个明星表现者是AFC Gamma(纳斯达克股票代码:AFCG),该公司作为抵押房地产投资信托基金运营,为获得许可的大麻行业公司构建和承销贷款。自3月份首次公开募股以来,该股今年迄今已上涨约15%。</li><li>Seeking Alpha撰稿人奥斯汀·罗杰斯(Austin Rogers)对股票给予中性评级,他表示,虽然该公司目前利润丰厚,但如果拟议的立法获得批准,允许商业银行与大麻公司开展业务,这种情况可能会发生变化。</li></ul></blockquote></p><p> <ul> <li>The best performing stock in the index outside of REITs is urban-gro(NASDAQ:UGRO), which provides indoor cultivation systems and equipment. YTD, the company is up 71%.</li> <li>urban-gro uplisted to Nasdaq earlier this year. In August, Seeking Alpha contributor Shareholders Unite said the company is \"very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets.\"</li> <li>Although in the red down ~15%YTD, Agrify(NASDAQ:AGFY)considers itself a vertically integrated solution provider for the cannabis industry providing facility design and construction, as well as consulting services.</li> <li>However, Seeking Alpha contributor Daniel Jones, who has a neutral rating on shares, just wrote that Agrify is a risky bet considering the company's losses and net cash outflows are growing.</li> <li>With brick-and-mortar stores and a large commercial services operation providing hydroponic products and services, GrowGeneration(NASDAQ:GRWG)is another company to pay attention to. Shares aredown 66%YTD.</li> <li>Wells Fargo recently initiated GrowGeneration with an equal weight rating.</li> <li>With a market cap ~$8.8B, Scotts Miracle Grow(NYSE:SMG)is the largest company in the ancillary cannabis space. Its shares are down 19%YTD.</li> <li>While not a pure play ancillary company, Scotts' fertilizers are used in marijuana plant growing. Also, products from its brands including General Hydroponics, Botanicare, and Gavita Horticultural Lighting are extensively used in the cannabis industry.</li> <li>Wells Fargo recently started the company with an overweight rating.</li> </ul></p><p><blockquote><ul><li>REITs之外该指数中表现最好的股票是urban-gro(纳斯达克股票代码:UGRO),该公司提供室内种植系统和设备。年初至今,该公司上涨了71%。</li><li>urban-gro今年早些时候在纳斯达克上市。8月,Seeking Alpha贡献者股东Unite表示,该公司“处于非常有利的地位,可以从大麻和受控环境农业市场这两个长期增长市场的顺风中受益。”</li><li>尽管年初至今亏损约15%,但Agrify(纳斯达克股票代码:AGFY)认为自己是大麻行业的垂直整合解决方案提供商,提供设施设计和施工以及咨询服务。</li><li>然而,对股票给予中性评级的Seeking Alpha撰稿人丹尼尔·琼斯(Daniel Jones)刚刚写道,考虑到该公司的亏损和净现金流出不断增长,Agrify是一个冒险的赌注。</li><li>GrowGeneration(纳斯达克:GRWG)拥有实体店和提供水培产品和服务的大型商业服务业务,是另一家值得关注的公司。年初至今股价下跌66%。</li><li>富国银行最近推出了同等权重评级的GrowGeneration。</li><li>Scotts Miracle Grow(NYSE:SMG)的市值约为$8.8 B,是辅助大麻领域最大的公司。年初至今,其股价已下跌19%。</li><li>虽然不是一个纯粹的辅助公司,Scotts的肥料用于大麻植物的种植。此外,其品牌包括General Hydroponics、Botanicare和Gavita园艺照明产品也广泛用于大麻行业。</li><li>富国银行最近给予该公司跑赢大盘评级。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why cannabis investors need to pay attention to ancillary companies<blockquote>为什么大麻投资者需要关注辅助公司</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\">\nWhy cannabis investors need to pay attention to ancillary companies<blockquote>为什么大麻投资者需要关注辅助公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-26 09:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>While it may take a village to raise a child, it takes a large number of resources to grow a healthy cannabis plant.</li> <li>Investors keeping tabs on the cannabis industry are missing out if they are only paying attention to Canadian licensed producers (LPs) and multi-state operators (MSOs).</li> <li>There is a group of companies that are essential -- both literally and figuratively -- to the growth of the cannabis industry: ancillary companies.</li> <li>These companies run the gamut and include fertilizer producers, hydroponic equipment, grow lights, and REITs that own the greenhouses where marijuana is grown.</li> <li>New Cannabis Ventures created the Ancillary Cannabis Index on March 31 to track such companies.Like Canadian LPs and MSOs, after a strong Q1, the index had dropped precipitously.</li> </ul> <img src=\"https://static.tigerbbs.com/7e7beacc5eafa7a5e3f332115fbc78e7\" tg-width=\"1280\" tg-height=\"691\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>虽然抚养一个孩子可能需要一个村庄,但种植一株健康的大麻植物需要大量资源。</li><li>如果关注大麻行业的投资者只关注加拿大许可生产商(LP)和多州运营商(MSO),他们就会错过机会。</li><li>有一群公司对大麻产业的发展至关重要——无论是字面上还是象征性的:辅助公司。</li><li>这些公司涵盖了所有领域,包括化肥生产商、水培设备、种植灯以及拥有种植大麻的温室的房地产投资信托基金。</li><li>New Cannabis Ventures于3月31日创建了辅助大麻指数来跟踪此类公司。与加拿大有限合伙人和MSO一样,在强劲的第一季度之后,该指数急剧下跌。</li></ul></blockquote></p><p> <ul> <li>The two best performing stocks in this index are industrial REITs whose holdings focus on properties, such as greenhouses are warehouses, utilized specifically by licensed cannabis operators. They are Innovative Industrial Properties(NYSE:IIPR)and Power REIT(NYSE:PW).</li> <li>Innovative is up 37%year to date, while Power is up 134%.</li> <li>While Innovative is invested exclusively in cannabis activity-related properties, Power is more diversified as its holdings include controlled environment agriculture (greenhouses), solar farm land and transportation (railroad real estate).</li> <li>Five of Innovative's nine properties are in California, while all but three of Power's 18 cannabis properties are in Colorado.</li> <li>Seeking Alpha's Quant Rating is very bullish on Power, but neutral on Innovative.</li> <li>A marijuana REIT newcomer is NewLake Capital Partners, which went public in August. It is down ~6%since then. Note it is not included Ancillary Cannabis Index.</li> <li>Another star performer in the index is AFC Gamma(NASDAQ:AFCG), which operates as a mortgage REIT that structures and underwrites loans for licensed cannabis industry companies. Since its March IPO, the stock is up ~15% year to date.</li> <li>While the company is currently very profitable, that might change if proposed legislation is approved that would allow commercial banks to do business with cannabis companies, according to Seeking Alpha contributor Austin Rogers, who has a neutral rating on shares.</li> </ul> <img src=\"https://static.tigerbbs.com/95068d19d7c53441b6c338458944fe89\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>该指数中表现最好的两只股票是工业房地产投资信托基金,其持有的财产重点是财产,例如温室是仓库,专门由有执照的大麻经营者使用。它们是Innovative Industrial Properties(NYSE:IIPR)和Power REIT(NYSE:PW)。</li><li>今年迄今为止,Innovative上涨了37%,而Power上涨了134%。</li><li>虽然Innovative专门投资于与大麻活动相关的资产,但Power更加多元化,因为其持有的资产包括受控环境农业(温室)、太阳能农场土地和运输(铁路房地产)。</li><li>Innovative的9处大麻地产中有5处位于加利福尼亚州,而Power的18处大麻地产中除3处外均位于科罗拉多州。</li><li>Seeking Alpha的量化评级非常看好Power,但对Innovative持中性态度。</li><li>NewLake Capital Partners是大麻房地产投资信托基金的新来者,该公司于8月上市。自那以来,该指数下跌了约6%。请注意,它不包括辅助大麻指数。</li><li>该指数中的另一个明星表现者是AFC Gamma(纳斯达克股票代码:AFCG),该公司作为抵押房地产投资信托基金运营,为获得许可的大麻行业公司构建和承销贷款。自3月份首次公开募股以来,该股今年迄今已上涨约15%。</li><li>Seeking Alpha撰稿人奥斯汀·罗杰斯(Austin Rogers)对股票给予中性评级,他表示,虽然该公司目前利润丰厚,但如果拟议的立法获得批准,允许商业银行与大麻公司开展业务,这种情况可能会发生变化。</li></ul></blockquote></p><p> <ul> <li>The best performing stock in the index outside of REITs is urban-gro(NASDAQ:UGRO), which provides indoor cultivation systems and equipment. YTD, the company is up 71%.</li> <li>urban-gro uplisted to Nasdaq earlier this year. In August, Seeking Alpha contributor Shareholders Unite said the company is \"very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets.\"</li> <li>Although in the red down ~15%YTD, Agrify(NASDAQ:AGFY)considers itself a vertically integrated solution provider for the cannabis industry providing facility design and construction, as well as consulting services.</li> <li>However, Seeking Alpha contributor Daniel Jones, who has a neutral rating on shares, just wrote that Agrify is a risky bet considering the company's losses and net cash outflows are growing.</li> <li>With brick-and-mortar stores and a large commercial services operation providing hydroponic products and services, GrowGeneration(NASDAQ:GRWG)is another company to pay attention to. Shares aredown 66%YTD.</li> <li>Wells Fargo recently initiated GrowGeneration with an equal weight rating.</li> <li>With a market cap ~$8.8B, Scotts Miracle Grow(NYSE:SMG)is the largest company in the ancillary cannabis space. Its shares are down 19%YTD.</li> <li>While not a pure play ancillary company, Scotts' fertilizers are used in marijuana plant growing. Also, products from its brands including General Hydroponics, Botanicare, and Gavita Horticultural Lighting are extensively used in the cannabis industry.</li> <li>Wells Fargo recently started the company with an overweight rating.</li> </ul></p><p><blockquote><ul><li>REITs之外该指数中表现最好的股票是urban-gro(纳斯达克股票代码:UGRO),该公司提供室内种植系统和设备。年初至今,该公司上涨了71%。</li><li>urban-gro今年早些时候在纳斯达克上市。8月,Seeking Alpha贡献者股东Unite表示,该公司“处于非常有利的地位,可以从大麻和受控环境农业市场这两个长期增长市场的顺风中受益。”</li><li>尽管年初至今亏损约15%,但Agrify(纳斯达克股票代码:AGFY)认为自己是大麻行业的垂直整合解决方案提供商,提供设施设计和施工以及咨询服务。</li><li>然而,对股票给予中性评级的Seeking Alpha撰稿人丹尼尔·琼斯(Daniel Jones)刚刚写道,考虑到该公司的亏损和净现金流出不断增长,Agrify是一个冒险的赌注。</li><li>GrowGeneration(纳斯达克:GRWG)拥有实体店和提供水培产品和服务的大型商业服务业务,是另一家值得关注的公司。年初至今股价下跌66%。</li><li>富国银行最近推出了同等权重评级的GrowGeneration。</li><li>Scotts Miracle Grow(NYSE:SMG)的市值约为$8.8 B,是辅助大麻领域最大的公司。年初至今,其股价已下跌19%。</li><li>虽然不是一个纯粹的辅助公司,Scotts的肥料用于大麻植物的种植。此外,其品牌包括General Hydroponics、Botanicare和Gavita园艺照明产品也广泛用于大麻行业。</li><li>富国银行最近给予该公司跑赢大盘评级。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3783313-why-cannabis-investors-need-to-pay-attention-to-ancillary-companies\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IIPR":"Innovative Industrial Properties Inc","PW":"Power REIT"},"source_url":"https://seekingalpha.com/news/3783313-why-cannabis-investors-need-to-pay-attention-to-ancillary-companies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198001868","content_text":"While it may take a village to raise a child, it takes a large number of resources to grow a healthy cannabis plant.\nInvestors keeping tabs on the cannabis industry are missing out if they are only paying attention to Canadian licensed producers (LPs) and multi-state operators (MSOs).\nThere is a group of companies that are essential -- both literally and figuratively -- to the growth of the cannabis industry: ancillary companies.\nThese companies run the gamut and include fertilizer producers, hydroponic equipment, grow lights, and REITs that own the greenhouses where marijuana is grown.\nNew Cannabis Ventures created the Ancillary Cannabis Index on March 31 to track such companies.Like Canadian LPs and MSOs, after a strong Q1, the index had dropped precipitously.\n\n\n\nThe two best performing stocks in this index are industrial REITs whose holdings focus on properties, such as greenhouses are warehouses, utilized specifically by licensed cannabis operators. They are Innovative Industrial Properties(NYSE:IIPR)and Power REIT(NYSE:PW).\nInnovative is up 37%year to date, while Power is up 134%.\nWhile Innovative is invested exclusively in cannabis activity-related properties, Power is more diversified as its holdings include controlled environment agriculture (greenhouses), solar farm land and transportation (railroad real estate).\nFive of Innovative's nine properties are in California, while all but three of Power's 18 cannabis properties are in Colorado.\nSeeking Alpha's Quant Rating is very bullish on Power, but neutral on Innovative.\nA marijuana REIT newcomer is NewLake Capital Partners, which went public in August. It is down ~6%since then. Note it is not included Ancillary Cannabis Index.\nAnother star performer in the index is AFC Gamma(NASDAQ:AFCG), which operates as a mortgage REIT that structures and underwrites loans for licensed cannabis industry companies. Since its March IPO, the stock is up ~15% year to date.\nWhile the company is currently very profitable, that might change if proposed legislation is approved that would allow commercial banks to do business with cannabis companies, according to Seeking Alpha contributor Austin Rogers, who has a neutral rating on shares.\n\n\n\nThe best performing stock in the index outside of REITs is urban-gro(NASDAQ:UGRO), which provides indoor cultivation systems and equipment. YTD, the company is up 71%.\nurban-gro uplisted to Nasdaq earlier this year. In August, Seeking Alpha contributor Shareholders Unite said the company is \"very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets.\"\nAlthough in the red down ~15%YTD, Agrify(NASDAQ:AGFY)considers itself a vertically integrated solution provider for the cannabis industry providing facility design and construction, as well as consulting services.\nHowever, Seeking Alpha contributor Daniel Jones, who has a neutral rating on shares, just wrote that Agrify is a risky bet considering the company's losses and net cash outflows are growing.\nWith brick-and-mortar stores and a large commercial services operation providing hydroponic products and services, GrowGeneration(NASDAQ:GRWG)is another company to pay attention to. Shares aredown 66%YTD.\nWells Fargo recently initiated GrowGeneration with an equal weight rating.\nWith a market cap ~$8.8B, Scotts Miracle Grow(NYSE:SMG)is the largest company in the ancillary cannabis space. Its shares are down 19%YTD.\nWhile not a pure play ancillary company, Scotts' fertilizers are used in marijuana plant growing. Also, products from its brands including General Hydroponics, Botanicare, and Gavita Horticultural Lighting are extensively used in the cannabis industry.\nWells Fargo recently started the company with an overweight rating.","news_type":1,"symbols_score_info":{"PW":0.9,"IIPR":0.9}},"isVote":1,"tweetType":1,"viewCount":2723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698254491,"gmtCreate":1640418535254,"gmtModify":1640418912506,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698254491","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698158869,"gmtCreate":1640324984461,"gmtModify":1640324984908,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698158869","repostId":"2193142222","repostType":4,"isVote":1,"tweetType":1,"viewCount":2751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691703833,"gmtCreate":1640236149715,"gmtModify":1640236150074,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691703833","repostId":"1164467804","repostType":4,"repost":{"id":"1164467804","kind":"news","pubTimestamp":1640230809,"share":"https://www.laohu8.com/m/news/1164467804?lang=zh_CN&edition=full","pubTime":"2021-12-23 11:40","market":"us","language":"en","title":"Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164467804","media":"Seeking Alpha","summary":"Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.This has led some to say that the stock is in a bubble, as its price is rising rapidly.However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.Apple Inc. stock has delivered a solid performance in 2021. U","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li> <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li> <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li> <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股价今年已上涨34%,大幅跑赢纳斯达克100指数。</li><li>这导致一些人说该股存在泡沫,因为其价格正在迅速上涨。</li><li>然而,苹果的股价涨幅与收入增长大致一致,实际上慢于最近一个季度的每股收益增长。</li><li>在本文中,我将对苹果提出看涨论点,认为它拥有宽阔的护城河,将推动未来的增长和盈利能力。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p><p><blockquote><b>苹果公司。</b>(AAPL)股票在2021年表现稳健。该指数今年上涨了35%,表现强劲,优于纳斯达克100指数和标普500。苹果的2021年业绩是该公司长期获胜的最新一年,它表明股票永远不会太大而无法击败市场。</blockquote></p><p> With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p><p><blockquote>话虽如此,仍有不少人认为苹果的胜利应该得到修正。最近几周,我们看到大量文章声称AAPL被高估,标题如下:</blockquote></p><p> <ul> <li><i>“Apple Stock is Now a Bubble.”</i></p><p><blockquote><ul><li><i>“苹果股票现在是泡沫。”</i></li></ul></blockquote></p><p></li> <li><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p><p><blockquote><li><i>“为什么苹果股票可能是一个即将破裂的泡沫。”</i></li></blockquote></p><p></li> <li><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p><p><blockquote><li><i>“出售AAPL?为什么这位专家认为苹果股价下跌12%”</i></li></blockquote></p><p></li> </ul> Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p><p><blockquote>并非所有这些文章都明确悲观。一些人提到了积极的一面和消极的一面。但总体而言,认为苹果是泡沫,或者至少被高估的情绪正在变得普遍。如果你看看TipRanks的情绪图表,就会发现对苹果股票的情绪明显负面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:TipRanks情绪图</span></p></blockquote></p><p> The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward <b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p><p><blockquote>当我们将投资者对苹果的悲观情绪与对<b>元平台</b>(FB)。Meta是一家因违反反垄断法而被起诉并每天受到媒体攻击的公司,其情绪得分几乎完美。因此,没有什么特殊的科技诅咒可以保证对该行业个股的负面情绪。苹果的情绪问题确实是自己的问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Which begs the question:</p><p><blockquote>这就引出了一个问题:</blockquote></p><p> <i>Why?</i></p><p><blockquote><i>为什么?</i></blockquote></p><p> Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage – <b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p><p><blockquote>苹果是一只拥有宽护城河的股票,是少数几家同时控制大多数用户硬件和软件的科技公司之一。许多公司都试图复制苹果通过整合硬件和应用程序来实现收入最大化的策略,但很少有人成功。如果你想要IOS或Mac OS体验,你需要一部iPhone或Mac。数十亿人想要这些体验,足以支付高价购买苹果的产品。很少有其他科技公司拥有这样的优势——<b>任天堂</b>(OTCPK:NTDOY)如果您将游戏视为技术,则是一个例外。</blockquote></p><p> This makes Apple arguably a wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated Apple ecosystem.</p><p><blockquote>这使得苹果可以说是一只拥有宽阔护城河的股票。你需要苹果硬件来运行苹果软件,人们喜欢苹果软件。这使得苹果“垄断”了某一套软件体验。它并不垄断任何特定的设备类别,但它是唯一一家能够提供集成苹果生态系统的公司。</blockquote></p><p> This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p><p><blockquote>这一优势为苹果股东带来了红利——无论是象征性的还是字面上的。按市值计算,苹果是全球最大的公司,按收入计算,它是全球第四大公司。近年来,其收入增长率有所放缓,但某些细分市场(如手表和服务)的增长速度比以往任何时候都快。因此,苹果似乎仍然具有显着盈利和增长的潜力。因此,我将在本文中对苹果提出看涨论点,认为其坚实的经济护城河为其股票未来升值提供了潜力。</blockquote></p><p> <b>Competitive Landscape</b></p><p><blockquote><b>竞争格局</b></blockquote></p><p> One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments and entertainment.</p><p><blockquote>了解苹果最重要的一点是它的竞争地位。该公司在如此广泛的不同市场开展业务,以至于很难确定其业务不仅仅是“技术”。从技术上讲,该公司的SIC代码(行业分类)是7372,表示“预打包软件”。然而,这并没有涵盖苹果业务活动的全部范围,因为它还涉及硬件、半导体、支付和娱乐。</blockquote></p><p> Some of Apple’s most noteworthy competitors include:</p><p><blockquote>苹果最值得注意的一些竞争对手包括:</blockquote></p><p> <ul> <li><b>Samsung</b>(OTC:SSNLF) - smartphones.</p><p><blockquote><ul><li><b>三星</b>(场外交易代码:SSNLF)-智能手机。</li></ul></blockquote></p><p></li> <li><b>Huawei</b>- smartphones.</p><p><blockquote><li><b>华为</b>-智能手机。</li></blockquote></p><p></li> <li><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p><p><blockquote><li><b>Alphabet</b>(GOOG)-智能手机、笔记本电脑和软件。</li></blockquote></p><p></li> <li><b>Microsoft</b>(MSFT) - laptops.</p><p><blockquote><li><b>微软</b>(MSFT)-笔记本电脑。</li></blockquote></p><p></li> <li><b>Dell</b>(NYSE:DELL)- laptops.</p><p><blockquote><li><b>戴尔</b>(纽约证券交易所代码:戴尔)-笔记本电脑。</li></blockquote></p><p></li> <li><b>Adobe</b>(ADBE) - creative software.</p><p><blockquote><li><b>土坯</b>(ADBE)-创意软件。</li></blockquote></p><p></p><p></li> <li>And many more.</p><p><blockquote><li>还有更多。</li></blockquote></p><p></li> </ul> A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p><p><blockquote>苹果的竞争对手的全面名单是不可能的,因为该公司在许多不同的垂直领域开展业务。除了上述所有名称之外,苹果可以说还在与大型半导体公司竞争,因为它销售采用苹果芯片的手机和笔记本电脑。苹果是最全面的科技公司之一,拥有庞大的硬件、软件和服务阵容,使其与数十家公司展开默契竞争。</blockquote></p><p> How is Apple doing in the industries it competes in? According to Counterpoint Research and Statista, Apple’s market shares include:</p><p><blockquote>苹果在其竞争的行业中表现如何?根据Counterpoint Research和Statista的数据,苹果的市场份额包括:</blockquote></p><p> <ul> <li>Smartphones: 47% in the US and 14% globally.</p><p><blockquote><ul><li>智能手机:美国占47%,全球占14%。</li></ul></blockquote></p><p></li> <li>Laptops: 15% in the US and 7.6% globally.</p><p><blockquote><li>笔记本电脑:美国15%,全球7.6%。</li></blockquote></p><p></li> <li>Smartwatches: over 50% globally.</p><p><blockquote><li>智能手表:全球超过50%。</li></blockquote></p><p></li> <li>Tablets: 35% globally.</p><p><blockquote><li>平板电脑:全球35%。</li></blockquote></p><p></li> </ul> On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p><p><blockquote>总体而言,苹果在其大部分市场都处于第一或第二的位置。它在智能手机销量方面落后于三星,但在手表和平板电脑方面领先。这是一个相当不错的市场地位。它可能会随着时间的推移而增长。苹果的一些产品类别仍然相当新。该公司最近才涉足智能手表领域,该类别的销售额正以50%的速度增长。苹果最近因增长放缓而受到批评,但该公司产品线中的某些产品增长速度比以往任何时候都快。这为未来的强劲增长提供了潜力。</blockquote></p><p> <b>The M1 Chip and Apple Services</b></p><p><blockquote><b>M1芯片和苹果服务</b></blockquote></p><p> Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p><p><blockquote>说到未来的增长,值得探索苹果最有前途的两个类别:</blockquote></p><p> <i>The M1 Chip and Apple Services.</i></p><p><blockquote><i>M1芯片和苹果服务。</i></blockquote></p><p> The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p><p><blockquote>M1芯片(现在实际上是M1家族芯片)是苹果基于ARM架构设计的新型芯片。基本配置拥有:</blockquote></p><p> <ul> <li>An 8-core CPU.</p><p><blockquote><ul><li>一个8核CPU。</li></ul></blockquote></p><p></li> <li>A 7-core GPU.</p><p><blockquote><li>7核GPU。</li></blockquote></p><p></li> <li>8 or 16 gigs of RAM (physically built into the chip).</p><p><blockquote><li>8或16 GB内存(物理内置在芯片中)。</li></blockquote></p><p></li> <li>5nm process.</p><p><blockquote><li>5nm工艺。</li></blockquote></p><p></li> <li>16 billion transistors.</p><p><blockquote><li>160亿个晶体管。</li></blockquote></p><p></li> <li>3.2 GHZ max clock rate.</p><p><blockquote><li>3.2 GHZ最大时钟速率。</li></blockquote></p><p></li> </ul> Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p><p><blockquote>难以置信的规格。除此之外,还有两款新型号——M1 Pro和M1 Max——对基本型号进行了改进。列出这些高端型号的详细规格表会很乏味,但一个令人瞠目结舌的统计数据是M1 Max的570亿个晶体管。这与极高端游戏PC中包含的CPU竞争。当然,正如无数YouTube评论者指出的那样,这使得较新的MAC电脑本身可以作为游戏装备。苹果在笔记本电脑和台式机领域已经拥有相当大的市场份额,但凭借M1芯片系列,它现在也有机会占领游戏领域。到目前为止,事实证明,这一细分市场对苹果来说是难以捉摸的。因此,苹果电脑产品线的加速增长潜力巨大。</blockquote></p><p> Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p><p><blockquote>接下来是苹果服务。这是一个广泛的类别,包括流媒体音乐、电影、书籍等。这一类别一直在扩大,并可能在硬件增长放缓后推动更多增长。在最近一个季度,服务增长实际上落后于产品增长,为25%,而后者为30%。然而,服务是有前途的,因为即使在硬件产品达到其总目标市场之后,它们也可以继续增长。经过多年的强劲增长,全球智能手机销量一直持平。在这种环境下,期望苹果的硬件销售像过去那样快速增长是不现实的。但通过向现有客户销售更多服务,苹果可以在硬件销售不佳的情况下保持总收入增长。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务和估值</b></blockquote></p><p> Now we can turn to Apple’s financials.</p><p><blockquote>现在我们可以转向苹果的财务状况。</blockquote></p><p> Apple’s most recent quarter was a miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p><p><blockquote>苹果最近一个季度的收入和盈利均未达到预期;然而,从绝对值来看,结果是强劲的。本季度,苹果交付了:</blockquote></p><p> <ul> <li>$83 billion in revenue, up 29%.</p><p><blockquote><ul><li>营收830亿美元,增长29%。</li></ul></blockquote></p><p></li> <li>$27.3 billion in operating income, up 60%.</p><p><blockquote><li>营业收入273亿美元,增长60%。</li></blockquote></p><p></li> <li>$20.5 billion in net income, up 63%.</p><p><blockquote><li>净利润205亿美元,增长63%。</li></blockquote></p><p></li> <li>$1.24 in diluted EPS, up 69%.</p><p><blockquote><li>稀释后每股收益为1.24美元,增长69%。</li></blockquote></p><p></li> </ul> The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p><p><blockquote>该公司还在第四季度报告中报告了1040亿美元的TTM运营现金。这比去年增长了28%。</blockquote></p><p> These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p><p><blockquote>这些都是相当可靠的结果。尤其是对于一家成熟的公司来说。按市值计算,苹果是世界上最大的公司,但其收入和盈利均以成长型股票的水平增长。这一个季度并非侥幸。根据Seeking Alpha Quant的数据,苹果上述指标的五年复合年增长率为:</blockquote></p><p> <ul> <li>Revenue: 11%.</p><p><blockquote><ul><li>收入:11%。</li></ul></blockquote></p><p></li> <li>Operating income: 12.7%.</p><p><blockquote><li>营业收入:12.7%。</li></blockquote></p><p></li> <li>Net income: 15.7%.</p><p><blockquote><li>净利润:15.7%。</li></blockquote></p><p></li> <li>Diluted EPS: 22%.</p><p><blockquote><li>稀释后每股收益:22%。</li></blockquote></p><p></li> <li>Cash flow: 10.7%.</p><p><blockquote><li>现金流:10.7%。</li></blockquote></p><p></li> </ul> Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p><p><blockquote>对于一家成熟的公司来说,这也是非常可靠的。最近一个季度看起来确实好于平均水平,但长期指标仍然非常好。这就抓住了本文论点的核心:</blockquote></p><p></p><p> Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a PEG ratio of just 0.43 for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p><p><blockquote>苹果绝对不是泡沫股。其估值相当高,市盈率为30倍,销售额为7.7倍,现金流为26倍。但该公司仍有很大的增长潜力。按年复合计算,其盈利以22%的速度增长,正如最近一个季度所显示的那样,它还有加速的空间。如果同时考虑增长和价值,过去12个月的PEG比率仅为0.43。这远非泡沫估值。事实上,它看起来非常便宜。</blockquote></p><p> <b>Risks and Challenges</b></p><p><blockquote><b>风险与挑战</b></blockquote></p><p> While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p><p><blockquote>虽然苹果绝对是一家增长强劲、估值适中的超盈利公司,但其股票并非没有风险。作为一家主要的硬件公司,它很容易受到供应链问题和其他冲击的影响。本文概述的看涨论点面临的一些主要风险和挑战包括:</blockquote></p><p> <ul> <li><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company slashed iPhone production because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p><p><blockquote><ul><li><b>供应链问题。</b>世界目前正在经历芯片短缺,以及各种其他高科技部件的短缺。这些问题正在影响苹果。就在最近,由于供应链问题,该公司大幅削减了iPhone产量。就在关键的假期之前。对于像苹果这样的硬件公司来说,这类问题是一个始终存在的威胁,该公司依赖于现成的原材料供应来保持销售流动。</li></ul></blockquote></p><p></li> <li><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p><p><blockquote><li><b>比例。</b>从数学上讲,某物变得越大,需要的增幅就越大,才能推动与过去持平的百分比增长。如果你开始销售1000美元的小工具,第一年就卖出了一个,那么第二年只要卖出价值2000美元的小工具,你的销售额就会翻倍。然而,如果十年后,你的销售额为3320亿美元,你需要客户在第十一年拿出6640亿美元来实现同样的增长。这在数学上是不太可能的。碰巧的是,苹果第四季度830亿美元的年收入达到了3320亿美元。因此,未来将更难实现增长。</li></blockquote></p><p></li> <li><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself did this once, to <b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&D, you never know where the next threat will come from.</p><p><blockquote><li><b>中断。</b>苹果的商业模式要求它保持在技术创新的前沿。如果另一家公司推出了明显优于iPhone的产品,这可能会在一夜之间扼杀苹果的业务。苹果自己也做过一次,为了<b>黑莓</b>(BB),命运多舛的黑莓智能手机制造商。科技行业的历史上充斥着公司互相吃午餐的情况,尽管苹果在研发上投入了数十亿美元,但你永远不知道下一个威胁会来自哪里。</li></blockquote></p><p></li> </ul> The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</p><p><blockquote>以上是投资者需要牢记的一些非常真实的风险。尤其是供应链风险是非常真实的,在几份季度报告中都被认为是一个问题。话虽如此,苹果股票拥有令人难以置信的护城河、良好的增长和并非不合理的估值。这绝对不是一只值得做空的股票。虽然多头实现的收益在未来不会像过去那么好,但它们应该仍然不错。</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>Are there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗?</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\">\nAre there any bubbles in Apple stock?<blockquote>苹果股票有泡沫吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-23 11:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li> <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li> <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li> <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股价今年已上涨34%,大幅跑赢纳斯达克100指数。</li><li>这导致一些人说该股存在泡沫,因为其价格正在迅速上涨。</li><li>然而,苹果的股价涨幅与收入增长大致一致,实际上慢于最近一个季度的每股收益增长。</li><li>在本文中,我将对苹果提出看涨论点,认为它拥有宽阔的护城河,将推动未来的增长和盈利能力。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p><p><blockquote><b>苹果公司。</b>(AAPL)股票在2021年表现稳健。该指数今年上涨了35%,表现强劲,优于纳斯达克100指数和标普500。苹果的2021年业绩是该公司长期获胜的最新一年,它表明股票永远不会太大而无法击败市场。</blockquote></p><p> With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p><p><blockquote>话虽如此,仍有不少人认为苹果的胜利应该得到修正。最近几周,我们看到大量文章声称AAPL被高估,标题如下:</blockquote></p><p> <ul> <li><i>“Apple Stock is Now a Bubble.”</i></p><p><blockquote><ul><li><i>“苹果股票现在是泡沫。”</i></li></ul></blockquote></p><p></li> <li><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p><p><blockquote><li><i>“为什么苹果股票可能是一个即将破裂的泡沫。”</i></li></blockquote></p><p></li> <li><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p><p><blockquote><li><i>“出售AAPL?为什么这位专家认为苹果股价下跌12%”</i></li></blockquote></p><p></li> </ul> Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p><p><blockquote>并非所有这些文章都明确悲观。一些人提到了积极的一面和消极的一面。但总体而言,认为苹果是泡沫,或者至少被高估的情绪正在变得普遍。如果你看看TipRanks的情绪图表,就会发现对苹果股票的情绪明显负面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:TipRanks情绪图</span></p></blockquote></p><p> The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward <b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p><p><blockquote>当我们将投资者对苹果的悲观情绪与对<b>元平台</b>(FB)。Meta是一家因违反反垄断法而被起诉并每天受到媒体攻击的公司,其情绪得分几乎完美。因此,没有什么特殊的科技诅咒可以保证对该行业个股的负面情绪。苹果的情绪问题确实是自己的问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Which begs the question:</p><p><blockquote>这就引出了一个问题:</blockquote></p><p> <i>Why?</i></p><p><blockquote><i>为什么?</i></blockquote></p><p> Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage – <b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p><p><blockquote>苹果是一只拥有宽护城河的股票,是少数几家同时控制大多数用户硬件和软件的科技公司之一。许多公司都试图复制苹果通过整合硬件和应用程序来实现收入最大化的策略,但很少有人成功。如果你想要IOS或Mac OS体验,你需要一部iPhone或Mac。数十亿人想要这些体验,足以支付高价购买苹果的产品。很少有其他科技公司拥有这样的优势——<b>任天堂</b>(OTCPK:NTDOY)如果您将游戏视为技术,则是一个例外。</blockquote></p><p> This makes Apple arguably a wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated Apple ecosystem.</p><p><blockquote>这使得苹果可以说是一只拥有宽阔护城河的股票。你需要苹果硬件来运行苹果软件,人们喜欢苹果软件。这使得苹果“垄断”了某一套软件体验。它并不垄断任何特定的设备类别,但它是唯一一家能够提供集成苹果生态系统的公司。</blockquote></p><p> This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p><p><blockquote>这一优势为苹果股东带来了红利——无论是象征性的还是字面上的。按市值计算,苹果是全球最大的公司,按收入计算,它是全球第四大公司。近年来,其收入增长率有所放缓,但某些细分市场(如手表和服务)的增长速度比以往任何时候都快。因此,苹果似乎仍然具有显着盈利和增长的潜力。因此,我将在本文中对苹果提出看涨论点,认为其坚实的经济护城河为其股票未来升值提供了潜力。</blockquote></p><p> <b>Competitive Landscape</b></p><p><blockquote><b>竞争格局</b></blockquote></p><p> One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments and entertainment.</p><p><blockquote>了解苹果最重要的一点是它的竞争地位。该公司在如此广泛的不同市场开展业务,以至于很难确定其业务不仅仅是“技术”。从技术上讲,该公司的SIC代码(行业分类)是7372,表示“预打包软件”。然而,这并没有涵盖苹果业务活动的全部范围,因为它还涉及硬件、半导体、支付和娱乐。</blockquote></p><p> Some of Apple’s most noteworthy competitors include:</p><p><blockquote>苹果最值得注意的一些竞争对手包括:</blockquote></p><p> <ul> <li><b>Samsung</b>(OTC:SSNLF) - smartphones.</p><p><blockquote><ul><li><b>三星</b>(场外交易代码:SSNLF)-智能手机。</li></ul></blockquote></p><p></li> <li><b>Huawei</b>- smartphones.</p><p><blockquote><li><b>华为</b>-智能手机。</li></blockquote></p><p></li> <li><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p><p><blockquote><li><b>Alphabet</b>(GOOG)-智能手机、笔记本电脑和软件。</li></blockquote></p><p></li> <li><b>Microsoft</b>(MSFT) - laptops.</p><p><blockquote><li><b>微软</b>(MSFT)-笔记本电脑。</li></blockquote></p><p></li> <li><b>Dell</b>(NYSE:DELL)- laptops.</p><p><blockquote><li><b>戴尔</b>(纽约证券交易所代码:戴尔)-笔记本电脑。</li></blockquote></p><p></li> <li><b>Adobe</b>(ADBE) - creative software.</p><p><blockquote><li><b>土坯</b>(ADBE)-创意软件。</li></blockquote></p><p></p><p></li> <li>And many more.</p><p><blockquote><li>还有更多。</li></blockquote></p><p></li> </ul> A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p><p><blockquote>苹果的竞争对手的全面名单是不可能的,因为该公司在许多不同的垂直领域开展业务。除了上述所有名称之外,苹果可以说还在与大型半导体公司竞争,因为它销售采用苹果芯片的手机和笔记本电脑。苹果是最全面的科技公司之一,拥有庞大的硬件、软件和服务阵容,使其与数十家公司展开默契竞争。</blockquote></p><p> How is Apple doing in the industries it competes in? According to Counterpoint Research and Statista, Apple’s market shares include:</p><p><blockquote>苹果在其竞争的行业中表现如何?根据Counterpoint Research和Statista的数据,苹果的市场份额包括:</blockquote></p><p> <ul> <li>Smartphones: 47% in the US and 14% globally.</p><p><blockquote><ul><li>智能手机:美国占47%,全球占14%。</li></ul></blockquote></p><p></li> <li>Laptops: 15% in the US and 7.6% globally.</p><p><blockquote><li>笔记本电脑:美国15%,全球7.6%。</li></blockquote></p><p></li> <li>Smartwatches: over 50% globally.</p><p><blockquote><li>智能手表:全球超过50%。</li></blockquote></p><p></li> <li>Tablets: 35% globally.</p><p><blockquote><li>平板电脑:全球35%。</li></blockquote></p><p></li> </ul> On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p><p><blockquote>总体而言,苹果在其大部分市场都处于第一或第二的位置。它在智能手机销量方面落后于三星,但在手表和平板电脑方面领先。这是一个相当不错的市场地位。它可能会随着时间的推移而增长。苹果的一些产品类别仍然相当新。该公司最近才涉足智能手表领域,该类别的销售额正以50%的速度增长。苹果最近因增长放缓而受到批评,但该公司产品线中的某些产品增长速度比以往任何时候都快。这为未来的强劲增长提供了潜力。</blockquote></p><p> <b>The M1 Chip and Apple Services</b></p><p><blockquote><b>M1芯片和苹果服务</b></blockquote></p><p> Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p><p><blockquote>说到未来的增长,值得探索苹果最有前途的两个类别:</blockquote></p><p> <i>The M1 Chip and Apple Services.</i></p><p><blockquote><i>M1芯片和苹果服务。</i></blockquote></p><p> The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p><p><blockquote>M1芯片(现在实际上是M1家族芯片)是苹果基于ARM架构设计的新型芯片。基本配置拥有:</blockquote></p><p> <ul> <li>An 8-core CPU.</p><p><blockquote><ul><li>一个8核CPU。</li></ul></blockquote></p><p></li> <li>A 7-core GPU.</p><p><blockquote><li>7核GPU。</li></blockquote></p><p></li> <li>8 or 16 gigs of RAM (physically built into the chip).</p><p><blockquote><li>8或16 GB内存(物理内置在芯片中)。</li></blockquote></p><p></li> <li>5nm process.</p><p><blockquote><li>5nm工艺。</li></blockquote></p><p></li> <li>16 billion transistors.</p><p><blockquote><li>160亿个晶体管。</li></blockquote></p><p></li> <li>3.2 GHZ max clock rate.</p><p><blockquote><li>3.2 GHZ最大时钟速率。</li></blockquote></p><p></li> </ul> Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p><p><blockquote>难以置信的规格。除此之外,还有两款新型号——M1 Pro和M1 Max——对基本型号进行了改进。列出这些高端型号的详细规格表会很乏味,但一个令人瞠目结舌的统计数据是M1 Max的570亿个晶体管。这与极高端游戏PC中包含的CPU竞争。当然,正如无数YouTube评论者指出的那样,这使得较新的MAC电脑本身可以作为游戏装备。苹果在笔记本电脑和台式机领域已经拥有相当大的市场份额,但凭借M1芯片系列,它现在也有机会占领游戏领域。到目前为止,事实证明,这一细分市场对苹果来说是难以捉摸的。因此,苹果电脑产品线的加速增长潜力巨大。</blockquote></p><p> Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p><p><blockquote>接下来是苹果服务。这是一个广泛的类别,包括流媒体音乐、电影、书籍等。这一类别一直在扩大,并可能在硬件增长放缓后推动更多增长。在最近一个季度,服务增长实际上落后于产品增长,为25%,而后者为30%。然而,服务是有前途的,因为即使在硬件产品达到其总目标市场之后,它们也可以继续增长。经过多年的强劲增长,全球智能手机销量一直持平。在这种环境下,期望苹果的硬件销售像过去那样快速增长是不现实的。但通过向现有客户销售更多服务,苹果可以在硬件销售不佳的情况下保持总收入增长。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务和估值</b></blockquote></p><p> Now we can turn to Apple’s financials.</p><p><blockquote>现在我们可以转向苹果的财务状况。</blockquote></p><p> Apple’s most recent quarter was a miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p><p><blockquote>苹果最近一个季度的收入和盈利均未达到预期;然而,从绝对值来看,结果是强劲的。本季度,苹果交付了:</blockquote></p><p> <ul> <li>$83 billion in revenue, up 29%.</p><p><blockquote><ul><li>营收830亿美元,增长29%。</li></ul></blockquote></p><p></li> <li>$27.3 billion in operating income, up 60%.</p><p><blockquote><li>营业收入273亿美元,增长60%。</li></blockquote></p><p></li> <li>$20.5 billion in net income, up 63%.</p><p><blockquote><li>净利润205亿美元,增长63%。</li></blockquote></p><p></li> <li>$1.24 in diluted EPS, up 69%.</p><p><blockquote><li>稀释后每股收益为1.24美元,增长69%。</li></blockquote></p><p></li> </ul> The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p><p><blockquote>该公司还在第四季度报告中报告了1040亿美元的TTM运营现金。这比去年增长了28%。</blockquote></p><p> These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p><p><blockquote>这些都是相当可靠的结果。尤其是对于一家成熟的公司来说。按市值计算,苹果是世界上最大的公司,但其收入和盈利均以成长型股票的水平增长。这一个季度并非侥幸。根据Seeking Alpha Quant的数据,苹果上述指标的五年复合年增长率为:</blockquote></p><p> <ul> <li>Revenue: 11%.</p><p><blockquote><ul><li>收入:11%。</li></ul></blockquote></p><p></li> <li>Operating income: 12.7%.</p><p><blockquote><li>营业收入:12.7%。</li></blockquote></p><p></li> <li>Net income: 15.7%.</p><p><blockquote><li>净利润:15.7%。</li></blockquote></p><p></li> <li>Diluted EPS: 22%.</p><p><blockquote><li>稀释后每股收益:22%。</li></blockquote></p><p></li> <li>Cash flow: 10.7%.</p><p><blockquote><li>现金流:10.7%。</li></blockquote></p><p></li> </ul> Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p><p><blockquote>对于一家成熟的公司来说,这也是非常可靠的。最近一个季度看起来确实好于平均水平,但长期指标仍然非常好。这就抓住了本文论点的核心:</blockquote></p><p></p><p> Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a PEG ratio of just 0.43 for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p><p><blockquote>苹果绝对不是泡沫股。其估值相当高,市盈率为30倍,销售额为7.7倍,现金流为26倍。但该公司仍有很大的增长潜力。按年复合计算,其盈利以22%的速度增长,正如最近一个季度所显示的那样,它还有加速的空间。如果同时考虑增长和价值,过去12个月的PEG比率仅为0.43。这远非泡沫估值。事实上,它看起来非常便宜。</blockquote></p><p> <b>Risks and Challenges</b></p><p><blockquote><b>风险与挑战</b></blockquote></p><p> While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p><p><blockquote>虽然苹果绝对是一家增长强劲、估值适中的超盈利公司,但其股票并非没有风险。作为一家主要的硬件公司,它很容易受到供应链问题和其他冲击的影响。本文概述的看涨论点面临的一些主要风险和挑战包括:</blockquote></p><p> <ul> <li><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company slashed iPhone production because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p><p><blockquote><ul><li><b>供应链问题。</b>世界目前正在经历芯片短缺,以及各种其他高科技部件的短缺。这些问题正在影响苹果。就在最近,由于供应链问题,该公司大幅削减了iPhone产量。就在关键的假期之前。对于像苹果这样的硬件公司来说,这类问题是一个始终存在的威胁,该公司依赖于现成的原材料供应来保持销售流动。</li></ul></blockquote></p><p></li> <li><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p><p><blockquote><li><b>比例。</b>从数学上讲,某物变得越大,需要的增幅就越大,才能推动与过去持平的百分比增长。如果你开始销售1000美元的小工具,第一年就卖出了一个,那么第二年只要卖出价值2000美元的小工具,你的销售额就会翻倍。然而,如果十年后,你的销售额为3320亿美元,你需要客户在第十一年拿出6640亿美元来实现同样的增长。这在数学上是不太可能的。碰巧的是,苹果第四季度830亿美元的年收入达到了3320亿美元。因此,未来将更难实现增长。</li></blockquote></p><p></li> <li><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself did this once, to <b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&D, you never know where the next threat will come from.</p><p><blockquote><li><b>中断。</b>苹果的商业模式要求它保持在技术创新的前沿。如果另一家公司推出了明显优于iPhone的产品,这可能会在一夜之间扼杀苹果的业务。苹果自己也做过一次,为了<b>黑莓</b>(BB),命运多舛的黑莓智能手机制造商。科技行业的历史上充斥着公司互相吃午餐的情况,尽管苹果在研发上投入了数十亿美元,但你永远不知道下一个威胁会来自哪里。</li></blockquote></p><p></li> </ul> The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</p><p><blockquote>以上是投资者需要牢记的一些非常真实的风险。尤其是供应链风险是非常真实的,在几份季度报告中都被认为是一个问题。话虽如此,苹果股票拥有令人难以置信的护城河、良好的增长和并非不合理的估值。这绝对不是一只值得做空的股票。虽然多头实现的收益在未来不会像过去那么好,但它们应该仍然不错。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4476363-apple-stock-no-bubble\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4476363-apple-stock-no-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164467804","content_text":"Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.\nIn this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.\n\nJustin Sullivan/Getty Images News\nApple Inc.(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.\nWith that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:\n\n“Apple Stock is Now a Bubble.”\n“Why Apple Stock May Be a Bubble That’s Ready to Burst.”\n“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”\n\nNot all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.\nSource: TipRanks’ sentiment chart\nThe bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward Meta Platforms(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.\n\nWhich begs the question:\nWhy?\nApple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage – Nintendo(OTCPK:NTDOY) being one exception, if you count gaming as tech.\nThis makes Apple arguably a wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated Apple ecosystem.\nThis advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.\nCompetitive Landscape\nOne of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments and entertainment.\nSome of Apple’s most noteworthy competitors include:\n\nSamsung(OTC:SSNLF) - smartphones.\nHuawei- smartphones.\nAlphabet(GOOG) - smartphones, laptops, and software.\nMicrosoft(MSFT) - laptops.\nDell(NYSE:DELL)- laptops.\nAdobe(ADBE) - creative software.\nAnd many more.\n\nA comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.\nHow is Apple doing in the industries it competes in? According to Counterpoint Research and Statista, Apple’s market shares include:\n\nSmartphones: 47% in the US and 14% globally.\nLaptops: 15% in the US and 7.6% globally.\nSmartwatches: over 50% globally.\nTablets: 35% globally.\n\nOn the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.\nThe M1 Chip and Apple Services\nSpeaking of future growth, it’s worth exploring two of Apple’s most promising categories:\nThe M1 Chip and Apple Services.\nThe M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:\n\nAn 8-core CPU.\nA 7-core GPU.\n8 or 16 gigs of RAM (physically built into the chip).\n5nm process.\n16 billion transistors.\n3.2 GHZ max clock rate.\n\nIncredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.\nNext up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.\nFinancials and Valuation\nNow we can turn to Apple’s financials.\nApple’s most recent quarter was a miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:\n\n$83 billion in revenue, up 29%.\n$27.3 billion in operating income, up 60%.\n$20.5 billion in net income, up 63%.\n$1.24 in diluted EPS, up 69%.\n\nThe company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.\nThese were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:\n\nRevenue: 11%.\nOperating income: 12.7%.\nNet income: 15.7%.\nDiluted EPS: 22%.\nCash flow: 10.7%.\n\nAgain very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:\nApple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a PEG ratio of just 0.43 for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.\nRisks and Challenges\nWhile Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:\n\nSupply chain issues.The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company slashed iPhone production because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.\nScale.Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.\nDisruption.Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself did this once, to BlackBerry(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&D, you never know where the next threat will come from.\n\nThe above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691887764,"gmtCreate":1640166526358,"gmtModify":1640166978162,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691887764","repostId":"2193775154","repostType":4,"isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693543867,"gmtCreate":1640053378874,"gmtModify":1640053592675,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693543867","repostId":"1129749044","repostType":2,"repost":{"id":"1129749044","kind":"news","pubTimestamp":1640052616,"share":"https://www.laohu8.com/m/news/1129749044?lang=zh_CN&edition=full","pubTime":"2021-12-21 10:10","market":"us","language":"en","title":"PLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership<blockquote>PLTR股票提醒:关于Palantir最新合作伙伴关系需要了解的5件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129749044","media":"InvestorPlace","summary":"Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Techn","content":"<p><div> Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Technologies(NYSE:PLTR) are down more than 4% on the day. The weakness in PLTR stock can be attributed to...</p><p><blockquote><div>尽管宣布与Dewpoint Therapeutics建立新的多年合作伙伴关系,Palantir Technologies(纽约证券交易所股票代码:PLTR)的股价当天仍下跌超过4%。PLTR股票的疲软可归因于...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/\">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>PLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership<blockquote>PLTR股票提醒:关于Palantir最新合作伙伴关系需要了解的5件事</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPLTR Stock Alert: 5 Things to Know About Palantir’s Latest Partnership<blockquote>PLTR股票提醒:关于Palantir最新合作伙伴关系需要了解的5件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-21 10:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Technologies(NYSE:PLTR) are down more than 4% on the day. The weakness in PLTR stock can be attributed to...</p><p><blockquote><div>尽管宣布与Dewpoint Therapeutics建立新的多年合作伙伴关系,Palantir Technologies(纽约证券交易所股票代码:PLTR)的股价当天仍下跌超过4%。PLTR股票的疲软可归因于...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/\">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/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/pltr-stock-alert-5-things-to-know-about-palantirs-latest-partnership/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129749044","content_text":"Despite announcing a new multi-year partnership with Dewpoint Therapeutics, shares of Palantir Technologies(NYSE:PLTR) are down more than 4% on the day. The weakness in PLTR stock can be attributed to general market weakness, as the S&P 500 and Nasdaq are both down today. However, let’s dive into the details on the new partnership that has shareholders of PLTR stock excited.\nThe partnership will see Dewpoint utilize Palantir’s Foundry platform to further research and understand condensates biology. The Foundry platform will help researchers analyze lab data and other data sources. Researchers at Dewpoint will also use Foundry to store their centralized knowledge repository. Additionally, they will use it to contextualize test results and prioritize the best possible outcome.\nLalarukh Haris Shaikh, Palantir’s head of biotech, praised the partnership. She commented:\n\n “We think Dewpoint is changing the way the world approaches drug design by exploring new frontiers of disease biology, requiring a game changing solution that goes beyond just cloud and infrastructure to drive their R&D and scale with their vision as they grow. We are proud to partner with Dewpoint and share their passion of working on one of the most exciting translational medicine approaches of our time.”\n\nPLTR Stock: What to Know About the Dewpoint Partnership\n\nDewpoint is a leading research company that seeks to understand the nature of condensates in order to develop drugs. Condensates are involved in many serious diseases, such as cancer, metabolic disease and other rare genetic disorders.\nThe Foundry platform is designed to integrate siloed information sources that will lead to data-driven analysis and conclusions. Foundry will be able to “work seamlessly” with the existing Dewpoint systems.\nFor example, the expansion of Dewpoint’s data foundation to include “advanced genetic analysis for disease association and correlation with condensate content” will help the company discover potential medical breakthroughs.\nDewpoint CEO Ameet Nathwani is looking forward to the prospects that Foundry can bring to the company. He stated that, “Key to our approach has been creating a seamless connection between our wet-lab and dry-lab capabilities, with machine learning and AI at the center. Foundry has provided us with a solid foundation for us to fully connect and operationalize our entire lab to enterprise and enable the discovery and development of new drugs.”\nThis partnership comes after Palantir announced that they had won a second option year with the U.S. Army. Indeed, that deal is worth $116.3 million.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693957136,"gmtCreate":1639964173157,"gmtModify":1639964173561,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693957136","repostId":"1146401633","repostType":4,"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699760972,"gmtCreate":1639899151232,"gmtModify":1639899151631,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699760972","repostId":"2192976991","repostType":4,"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699279326,"gmtCreate":1639824555793,"gmtModify":1639824556190,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699279326","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohu8.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社)-华尔街周五收低,受大型科技股拖累,投资者担心奥密克戎冠状病毒变种,并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对通胀飙升后,美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%,Alphabet下跌1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌,金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示:“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎,就会出现波动,我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘,而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,标普500下跌1.03%,收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%,至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是,小盘股罗素2000指数在从11月初的历史高点下跌超过10%后,上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至166亿股,远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500下跌1.9%,道琼斯指数下跌1.7%,纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中,甲骨文股价下跌6.4%,此前《华尔街日报》报道称,这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判,交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润,但联邦快递公司周四恢复了最初的2022财年预测,该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1;在纳斯达克,1.16比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低;纳斯达克综合指数录得28个新高和341个新低。</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>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社)-华尔街周五收低,受大型科技股拖累,投资者担心奥密克戎冠状病毒变种,并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对通胀飙升后,美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%,Alphabet下跌1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌,金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示:“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎,就会出现波动,我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘,而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,标普500下跌1.03%,收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%,至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是,小盘股罗素2000指数在从11月初的历史高点下跌超过10%后,上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至166亿股,远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500下跌1.9%,道琼斯指数下跌1.7%,纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中,甲骨文股价下跌6.4%,此前《华尔街日报》报道称,这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判,交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润,但联邦快递公司周四恢复了最初的2022财年预测,该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1;在纳斯达克,1.16比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低;纳斯达克综合指数录得28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699307320,"gmtCreate":1639746052047,"gmtModify":1639746056315,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699307320","repostId":"1168257220","repostType":4,"repost":{"id":"1168257220","kind":"news","pubTimestamp":1639744121,"share":"https://www.laohu8.com/m/news/1168257220?lang=zh_CN&edition=full","pubTime":"2021-12-17 20:28","market":"us","language":"en","title":"10 Biggest Price Target Changes For Friday<blockquote>周五10个最大价格目标变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168257220","media":"Benzinga","summary":"Piper Sandler boosted Accenture plc(NYSE:ACN) price target from $354 to $433. Accenture shares dropp","content":"<p><div> Piper Sandler boosted Accenture plc(NYSE:ACN) price target from $354 to $433. Accenture shares dropped 0.4% to $399.00 in pre-market trading. JP Morgan cut the price target on Medtronic plc(NYSE:MDT) ...</p><p><blockquote><div>Piper Sandler将埃森哲公司(NYSE:ACN)的目标价从354美元上调至433美元。埃森哲股价在盘前交易中下跌0.4%,至399.00美元。摩根大通下调美敦力公司(纽约证券交易所股票代码:MDT)的目标价...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>10 Biggest Price Target Changes For Friday<blockquote>周五10个最大价格目标变化</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\">\n10 Biggest Price Target Changes For Friday<blockquote>周五10个最大价格目标变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-17 20:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Piper Sandler boosted Accenture plc(NYSE:ACN) price target from $354 to $433. Accenture shares dropped 0.4% to $399.00 in pre-market trading. JP Morgan cut the price target on Medtronic plc(NYSE:MDT) ...</p><p><blockquote><div>Piper Sandler将埃森哲公司(NYSE:ACN)的目标价从354美元上调至433美元。埃森哲股价在盘前交易中下跌0.4%,至399.00美元。摩根大通下调美敦力公司(纽约证券交易所股票代码:MDT)的目标价...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">Benzinga</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":{"ACN":"埃森哲","ADBE":"Adobe","SBUX":"星巴克"},"source_url":"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168257220","content_text":"Piper Sandler boosted Accenture plc(NYSE:ACN) price target from $354 to $433. Accenture shares dropped 0.4% to $399.00 in pre-market trading.\nJP Morgan cut the price target on Medtronic plc(NYSE:MDT) from $130 to $105. Medtronic shares fell 0.9% to $101.26 in pre-market trading.\nRaymond James lifted the price target on Jabil Inc.(NYSE:JBL) from $70 to $80. Jabil shares fell 0.4% to $64.20 in pre-market trading.\nBMO Capital lowered the price target on T. Rowe Price Group, Inc.(NASDAQ:TROW) from $253 to $246. T. Rowe Price shares rose 1.2% to $192.99 in pre-market trading.\nBaird reduced the price target for Starbucks Corporation(NASDAQ:SBUX) from $126 to $116. Starbucks shares dropped 1.7% to $111.71 in pre-market trading.\nSVB Leerink raised Zentalis Pharmaceuticals, Inc.(NASDAQ:ZNTL) price target from $89 to $97. Zentalis Pharmaceuticals shares fell 3.4% to $76.57 in pre-market trading.\nPiper Sandler cut Adobe Inc.(NASDAQ:ADBE) price target from $670 to $630. Adobe shares fell 0.8% to $561.80 in pre-market trading.\nKeybanc reduced the price target for Generac Holdings Inc.(NYSE:GNRC) from $540 to $500. Generac Holdings shares rose 3% to $360.40 in pre-market trading.\nNeedham cut Jazz Pharmaceuticals plc(NASDAQ:JAZZ) price target from $220 to $215. Jazz Pharmaceuticals shares fell 0.4% to $124.00 in pre-market trading.\nJP Morgan boosted Chipotle Mexican Grill, Inc.(NYSE:CMG) price target from $1,710 to $1,750. Chipotle shares fell 1.3% to close at $1,678.97 on Thursday.","news_type":1,"symbols_score_info":{"ACN":0.9,"SBUX":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690263922,"gmtCreate":1639670171917,"gmtModify":1639670172253,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690263922","repostId":"2191437029","repostType":4,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690398280,"gmtCreate":1639629845087,"gmtModify":1639629845446,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690398280","repostId":"1112201332","repostType":4,"repost":{"id":"1112201332","kind":"news","pubTimestamp":1639622944,"share":"https://www.laohu8.com/m/news/1112201332?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:49","market":"us","language":"en","title":"EV Stocks Outlook for 2022: Why One Analyst Sees Investor Enthusiasm Cooling Next Year<blockquote>2022年电动汽车股展望:为什么一位分析师认为明年投资者热情会降温</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201332","media":"InvestorPlace","summary":"One analyst believes the outlook for electric vehicle (EV) stocks in 2022 won’t offer the same suppo","content":"<p><div> One analyst believes the outlook for electric vehicle (EV) stocks in 2022 won’t offer the same support it has during the current year. Loup Ventures analyst Gene Munster is behind the report on EV ...</p><p><blockquote><div>一位分析师认为,2022年电动汽车(EV)股票的前景不会提供与今年相同的支撑。Loup Ventures分析师Gene Munster是电动汽车报告的幕后推手...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">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>EV Stocks Outlook for 2022: Why One Analyst Sees Investor Enthusiasm Cooling Next Year<blockquote>2022年电动汽车股展望:为什么一位分析师认为明年投资者热情会降温</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\">\nEV Stocks Outlook for 2022: Why One Analyst Sees Investor Enthusiasm Cooling Next Year<blockquote>2022年电动汽车股展望:为什么一位分析师认为明年投资者热情会降温</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-16 10:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> One analyst believes the outlook for electric vehicle (EV) stocks in 2022 won’t offer the same support it has during the current year. Loup Ventures analyst Gene Munster is behind the report on EV ...</p><p><blockquote><div>一位分析师认为,2022年电动汽车(EV)股票的前景不会提供与今年相同的支撑。Loup Ventures分析师Gene Munster是电动汽车报告的幕后推手...</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">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/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/\">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":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/12/ev-stocks-outlook-for-2022-why-one-analyst-sees-investor-enthusiasm-cooling-next-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201332","content_text":"One analyst believes the outlook for electric vehicle (EV) stocks in 2022 won’t offer the same support it has during the current year.\nLoup Ventures analyst Gene Munster is behind the report on EV stocks colling off. According to him, it’s not normal for the stock market to continue trends over the course of several years. That means that EV stocks aren’t likely to maintain the same popularity in 2022 that they’ve had in 2021.\nDuring a recent interview, Munster said the following, as reported by Seeking Alpha.\n\n “It is rare that a theme that goes vertical in Year One goes vertical in a subsequent year. When I think of investing themes for 2022, I think it is unlikely that EV space has the same vertical move.”\n\nMunster specifically pointed out that this might be why Tesla(NASDAQ:TSLA) CEO Elon Musk is willing to sell shares of his stock this year. It could let him cash out some of his investment before the outlook for EV stocks slows in 2022.\nEven after saying all of that, the Loup Ventures analyst says there’s still potential for TSLA stock to grow next year. He continues to maintain an incredibly bullish $2,500 price target for the stock. Also, the analyst consensus price target is $798.24.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607620439,"gmtCreate":1639534490805,"gmtModify":1639534491169,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607620439","repostId":"2191438954","repostType":4,"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604781766,"gmtCreate":1639446459200,"gmtModify":1639446459570,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581803494981906","idStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604781766","repostId":"1186687745","repostType":4,"repost":{"id":"1186687745","kind":"news","pubTimestamp":1639445704,"share":"https://www.laohu8.com/m/news/1186687745?lang=zh_CN&edition=full","pubTime":"2021-12-14 09:35","market":"us","language":"en","title":"Why Stocks' Next Rally Could Be Coming Soon<blockquote>为什么股市的下一次反弹可能很快就会到来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186687745","media":"Barrons","summary":"Stocks appear to be almost through a difficult stretch brought on by news that the Federal Reserve i","content":"<p>Stocks appear to be almost through a difficult stretch brought on by news that the Federal Reserve is removing support from markets and the economy. History tells us that a sustained rally will likely begin soon.</p><p><blockquote>由于美联储取消对市场和经济支持的消息,股市似乎即将度过一段困难时期。历史告诉我们,持续的反弹可能很快就会开始。</blockquote></p><p> As of Dec. 1, the S&P 500 had fallen 4.1% from the record high it reached on Nov. 18, only to rebound 4.4% to a new closing high of 4712.02 on Friday. Monday, it slipped back, with a loss of 0.9%.</p><p><blockquote>截至12月1日,标普500指数已较11月18日触及的历史高点下跌4.1%,周五仅反弹4.4%至收盘新高4712.02点。周一,该股回落,跌幅为0.9%。</blockquote></p><p> The volatility centers on the Fed’s effort to fight inflation by moving away from the aggressive efforts to bolster growth it put in place as the pandemic ravaged the economy in 2020. Not only is the central bank already reducing its monthly bond purchases by tens of billions of dollars a month, but Chairman Jerome Powell recently indicated even more cuts are on the way. Within months, the Fed will be buying zero dollars in Treasury bonds, compared with $65 billion a month as recently as November.</p><p><blockquote>波动的核心是美联储通过放弃2020年疫情肆虐经济时采取的积极促进增长的努力来对抗通胀。美联储不仅已经每月减少数百亿美元的债券购买量,而且主席杰罗姆·鲍威尔最近表示,更多的削减正在进行中。几个月内,美联储将购买零美元的美国国债,而就在11月份,美联储每月购买650亿美元。</blockquote></p><p> That could drag bond prices down, lifting their yields and making it more difficult for households and businesses to borrow money. Not only would that likely slow economic growth, but it also would mean less money will be flowing through financial markets, leaving less capital available to bid for stocks and other risky assets. And once the Fed has ended its bond-buying program, it will turn its attention to lifting short-term interest rates.</p><p><blockquote>这可能会拖累债券价格下跌,提高收益率,并使家庭和企业更难借到钱。这不仅可能减缓经济增长,还意味着流经金融市场的资金将减少,从而导致可用于竞标股票和其他风险资产的资本减少。而一旦美联储结束了债券购买计划,就会将注意力转向提高短期利率。</blockquote></p><p> But it is increasingly looking like the stock market has already factored in those moves. “The market began to discount eventual Fed tightening once supply chain effects became clearer this past spring, and as inflation compares began to accelerate,” Scott Chronert, global head of exchange-traded fund research at Citigroup, wrote in a research note Friday. “Selling the uncertainty ahead of a hawkish Fed change can often lead to buying on the alleviation of that uncertainty.”</p><p><blockquote>但越来越多的人认为股市已经考虑到了这些走势。花旗集团(Citigroup)交易所交易基金研究全球主管斯科特·克罗纳特(Scott Chronert)周五在一份研究报告中写道:“今年春天,一旦供应链影响变得更加明显,并且通胀比较开始加速,市场就开始低估美联储最终的紧缩政策。”“在美联储鹰派改变之前卖出不确定性通常会导致在不确定性缓解时买入。”</blockquote></p><p> Buying activity will probably pick up within the next few months, given the market’s behavior in the past four cycles of interest-rate increases. Gains in the S&P 500 from a year before an initial rate boost to six months afterward have averaged almost 15%, according to Credit Suisse data. From the same starting point to 12 months after an initial rate increase, the average gain is 18%.</p><p><blockquote>鉴于市场在过去四个加息周期中的行为,购买活动可能会在未来几个月内回升。瑞士信贷的数据显示,从首次加息前一年到加息后六个月,标普500平均涨幅近15%。从同一起点到首次加息后12个月,平均涨幅为18%。</blockquote></p><p> That doesn’t mean investors should blindly pour money into stocks: More volatility could be ahead. In the few months ahead of an initial rate increase, the market usually rises only minimally, according to Credit Suisse. Those few months are a time when investors tend to still be assessing the damage that tighter monetary policy could inflict on the economy.</p><p><blockquote>这并不意味着投资者应该盲目地将资金投入股市:未来可能会出现更大的波动。瑞士信贷表示,在首次加息前的几个月,市场通常只会小幅上涨。在这几个月里,投资者往往仍在评估收紧货币政策可能对经济造成的损害。</blockquote></p><p> That’s especially true today. The bond market is already reflecting that the Fed could make a mistake, raising rates too many times, too quickly, abruptly choking off economic growth.</p><p><blockquote>今天尤其如此。债券市场已经反映出美联储可能会犯一个错误,加息太多次、太快,突然扼杀经济增长。</blockquote></p><p> The Fed isn’t used to trying to quell inflation. For the entire era since the 2008-2009 financial crisis era—and certainly during the pandemic-ravaged 2020—the Fed was trying to bring inflation higher by implementing loose monetary policy. Now, it is trying to keep inflation down, and investors are asking themselves whether it will damage economic demand in doing so.</p><p><blockquote>美联储不习惯试图平息通胀。自2008-2009年金融危机时代以来的整个时代——当然还有大流行肆虐的2020年——美联储都试图通过实施宽松的货币政策来推高通胀。现在,它正试图压低通胀,投资者正在问自己,这样做是否会损害经济需求。</blockquote></p><p> But one thing does seem like a solid bet. The rough waters in stocks are likely to be fairly temporary: The bull market can probably keep on chugging along—if the Fed doesn’t tighten policy too aggressively.</p><p><blockquote>但有一件事似乎是一个可靠的赌注。股市的波涛汹涌可能是暂时的:如果美联储不过于激进地收紧政策,牛市可能会继续下去。</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>Why Stocks' Next Rally Could Be Coming Soon<blockquote>为什么股市的下一次反弹可能很快就会到来</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\">\nWhy Stocks' Next Rally Could Be Coming Soon<blockquote>为什么股市的下一次反弹可能很快就会到来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-14 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks appear to be almost through a difficult stretch brought on by news that the Federal Reserve is removing support from markets and the economy. History tells us that a sustained rally will likely begin soon.</p><p><blockquote>由于美联储取消对市场和经济支持的消息,股市似乎即将度过一段困难时期。历史告诉我们,持续的反弹可能很快就会开始。</blockquote></p><p> As of Dec. 1, the S&P 500 had fallen 4.1% from the record high it reached on Nov. 18, only to rebound 4.4% to a new closing high of 4712.02 on Friday. Monday, it slipped back, with a loss of 0.9%.</p><p><blockquote>截至12月1日,标普500指数已较11月18日触及的历史高点下跌4.1%,周五仅反弹4.4%至收盘新高4712.02点。周一,该股回落,跌幅为0.9%。</blockquote></p><p> The volatility centers on the Fed’s effort to fight inflation by moving away from the aggressive efforts to bolster growth it put in place as the pandemic ravaged the economy in 2020. Not only is the central bank already reducing its monthly bond purchases by tens of billions of dollars a month, but Chairman Jerome Powell recently indicated even more cuts are on the way. Within months, the Fed will be buying zero dollars in Treasury bonds, compared with $65 billion a month as recently as November.</p><p><blockquote>波动的核心是美联储通过放弃2020年疫情肆虐经济时采取的积极促进增长的努力来对抗通胀。美联储不仅已经每月减少数百亿美元的债券购买量,而且主席杰罗姆·鲍威尔最近表示,更多的削减正在进行中。几个月内,美联储将购买零美元的美国国债,而就在11月份,美联储每月购买650亿美元。</blockquote></p><p> That could drag bond prices down, lifting their yields and making it more difficult for households and businesses to borrow money. Not only would that likely slow economic growth, but it also would mean less money will be flowing through financial markets, leaving less capital available to bid for stocks and other risky assets. And once the Fed has ended its bond-buying program, it will turn its attention to lifting short-term interest rates.</p><p><blockquote>这可能会拖累债券价格下跌,提高收益率,并使家庭和企业更难借到钱。这不仅可能减缓经济增长,还意味着流经金融市场的资金将减少,从而导致可用于竞标股票和其他风险资产的资本减少。而一旦美联储结束了债券购买计划,就会将注意力转向提高短期利率。</blockquote></p><p> But it is increasingly looking like the stock market has already factored in those moves. “The market began to discount eventual Fed tightening once supply chain effects became clearer this past spring, and as inflation compares began to accelerate,” Scott Chronert, global head of exchange-traded fund research at Citigroup, wrote in a research note Friday. “Selling the uncertainty ahead of a hawkish Fed change can often lead to buying on the alleviation of that uncertainty.”</p><p><blockquote>但越来越多的人认为股市已经考虑到了这些走势。花旗集团(Citigroup)交易所交易基金研究全球主管斯科特·克罗纳特(Scott Chronert)周五在一份研究报告中写道:“今年春天,一旦供应链影响变得更加明显,并且通胀比较开始加速,市场就开始低估美联储最终的紧缩政策。”“在美联储鹰派改变之前卖出不确定性通常会导致在不确定性缓解时买入。”</blockquote></p><p> Buying activity will probably pick up within the next few months, given the market’s behavior in the past four cycles of interest-rate increases. Gains in the S&P 500 from a year before an initial rate boost to six months afterward have averaged almost 15%, according to Credit Suisse data. From the same starting point to 12 months after an initial rate increase, the average gain is 18%.</p><p><blockquote>鉴于市场在过去四个加息周期中的行为,购买活动可能会在未来几个月内回升。瑞士信贷的数据显示,从首次加息前一年到加息后六个月,标普500平均涨幅近15%。从同一起点到首次加息后12个月,平均涨幅为18%。</blockquote></p><p> That doesn’t mean investors should blindly pour money into stocks: More volatility could be ahead. In the few months ahead of an initial rate increase, the market usually rises only minimally, according to Credit Suisse. Those few months are a time when investors tend to still be assessing the damage that tighter monetary policy could inflict on the economy.</p><p><blockquote>这并不意味着投资者应该盲目地将资金投入股市:未来可能会出现更大的波动。瑞士信贷表示,在首次加息前的几个月,市场通常只会小幅上涨。在这几个月里,投资者往往仍在评估收紧货币政策可能对经济造成的损害。</blockquote></p><p> That’s especially true today. The bond market is already reflecting that the Fed could make a mistake, raising rates too many times, too quickly, abruptly choking off economic growth.</p><p><blockquote>今天尤其如此。债券市场已经反映出美联储可能会犯一个错误,加息太多次、太快,突然扼杀经济增长。</blockquote></p><p> The Fed isn’t used to trying to quell inflation. For the entire era since the 2008-2009 financial crisis era—and certainly during the pandemic-ravaged 2020—the Fed was trying to bring inflation higher by implementing loose monetary policy. Now, it is trying to keep inflation down, and investors are asking themselves whether it will damage economic demand in doing so.</p><p><blockquote>美联储不习惯试图平息通胀。自2008-2009年金融危机时代以来的整个时代——当然还有大流行肆虐的2020年——美联储都试图通过实施宽松的货币政策来推高通胀。现在,它正试图压低通胀,投资者正在问自己,这样做是否会损害经济需求。</blockquote></p><p> But one thing does seem like a solid bet. The rough waters in stocks are likely to be fairly temporary: The bull market can probably keep on chugging along—if the Fed doesn’t tighten policy too aggressively.</p><p><blockquote>但有一件事似乎是一个可靠的赌注。股市的波涛汹涌可能是暂时的:如果美联储不过于激进地收紧政策,牛市可能会继续下去。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-rally-fed-tightening-taper-rate-hike-51639430005?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-rally-fed-tightening-taper-rate-hike-51639430005?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186687745","content_text":"Stocks appear to be almost through a difficult stretch brought on by news that the Federal Reserve is removing support from markets and the economy. History tells us that a sustained rally will likely begin soon.\nAs of Dec. 1, the S&P 500 had fallen 4.1% from the record high it reached on Nov. 18, only to rebound 4.4% to a new closing high of 4712.02 on Friday. Monday, it slipped back, with a loss of 0.9%.\nThe volatility centers on the Fed’s effort to fight inflation by moving away from the aggressive efforts to bolster growth it put in place as the pandemic ravaged the economy in 2020. Not only is the central bank already reducing its monthly bond purchases by tens of billions of dollars a month, but Chairman Jerome Powell recently indicated even more cuts are on the way. Within months, the Fed will be buying zero dollars in Treasury bonds, compared with $65 billion a month as recently as November.\nThat could drag bond prices down, lifting their yields and making it more difficult for households and businesses to borrow money. Not only would that likely slow economic growth, but it also would mean less money will be flowing through financial markets, leaving less capital available to bid for stocks and other risky assets. And once the Fed has ended its bond-buying program, it will turn its attention to lifting short-term interest rates.\nBut it is increasingly looking like the stock market has already factored in those moves. “The market began to discount eventual Fed tightening once supply chain effects became clearer this past spring, and as inflation compares began to accelerate,” Scott Chronert, global head of exchange-traded fund research at Citigroup, wrote in a research note Friday. “Selling the uncertainty ahead of a hawkish Fed change can often lead to buying on the alleviation of that uncertainty.”\nBuying activity will probably pick up within the next few months, given the market’s behavior in the past four cycles of interest-rate increases. Gains in the S&P 500 from a year before an initial rate boost to six months afterward have averaged almost 15%, according to Credit Suisse data. From the same starting point to 12 months after an initial rate increase, the average gain is 18%.\nThat doesn’t mean investors should blindly pour money into stocks: More volatility could be ahead. In the few months ahead of an initial rate increase, the market usually rises only minimally, according to Credit Suisse. Those few months are a time when investors tend to still be assessing the damage that tighter monetary policy could inflict on the economy.\nThat’s especially true today. The bond market is already reflecting that the Fed could make a mistake, raising rates too many times, too quickly, abruptly choking off economic growth.\nThe Fed isn’t used to trying to quell inflation. For the entire era since the 2008-2009 financial crisis era—and certainly during the pandemic-ravaged 2020—the Fed was trying to bring inflation higher by implementing loose monetary policy. Now, it is trying to keep inflation down, and investors are asking themselves whether it will damage economic demand in doing so.\nBut one thing does seem like a solid bet. The rough waters in stocks are likely to be fairly temporary: The bull market can probably keep on chugging along—if the Fed doesn’t tighten policy too 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/192346466","repostId":"2135069756","repostType":4,"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699307320,"gmtCreate":1639746052047,"gmtModify":1639746056315,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699307320","repostId":"1168257220","repostType":4,"repost":{"id":"1168257220","kind":"news","pubTimestamp":1639744121,"share":"https://www.laohu8.com/m/news/1168257220?lang=zh_CN&edition=full","pubTime":"2021-12-17 20:28","market":"us","language":"en","title":"10 Biggest Price Target Changes For Friday<blockquote>周五10个最大价格目标变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168257220","media":"Benzinga","summary":"Piper Sandler boosted Accenture plc(NYSE:ACN) price target from $354 to $433. Accenture shares dropp","content":"<p><div> Piper Sandler boosted Accenture plc(NYSE:ACN) price target from $354 to $433. Accenture shares dropped 0.4% to $399.00 in pre-market trading. JP Morgan cut the price target on Medtronic plc(NYSE:MDT) ...</p><p><blockquote><div>Piper Sandler将埃森哲公司(NYSE:ACN)的目标价从354美元上调至433美元。埃森哲股价在盘前交易中下跌0.4%,至399.00美元。摩根大通下调美敦力公司(纽约证券交易所股票代码:MDT)的目标价...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>10 Biggest Price Target Changes For Friday<blockquote>周五10个最大价格目标变化</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\">\n10 Biggest Price Target Changes For Friday<blockquote>周五10个最大价格目标变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-17 20:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Piper Sandler boosted Accenture plc(NYSE:ACN) price target from $354 to $433. Accenture shares dropped 0.4% to $399.00 in pre-market trading. JP Morgan cut the price target on Medtronic plc(NYSE:MDT) ...</p><p><blockquote><div>Piper Sandler将埃森哲公司(NYSE:ACN)的目标价从354美元上调至433美元。埃森哲股价在盘前交易中下跌0.4%,至399.00美元。摩根大通下调美敦力公司(纽约证券交易所股票代码:MDT)的目标价...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday\">Benzinga</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":{"ACN":"埃森哲","ADBE":"Adobe","SBUX":"星巴克"},"source_url":"https://www.benzinga.com/analyst-ratings/price-target/21/12/24666359/10-biggest-price-target-changes-for-friday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168257220","content_text":"Piper Sandler boosted Accenture plc(NYSE:ACN) price target from $354 to $433. Accenture shares dropped 0.4% to $399.00 in pre-market trading.\nJP Morgan cut the price target on Medtronic plc(NYSE:MDT) from $130 to $105. Medtronic shares fell 0.9% to $101.26 in pre-market trading.\nRaymond James lifted the price target on Jabil Inc.(NYSE:JBL) from $70 to $80. Jabil shares fell 0.4% to $64.20 in pre-market trading.\nBMO Capital lowered the price target on T. Rowe Price Group, Inc.(NASDAQ:TROW) from $253 to $246. T. Rowe Price shares rose 1.2% to $192.99 in pre-market trading.\nBaird reduced the price target for Starbucks Corporation(NASDAQ:SBUX) from $126 to $116. Starbucks shares dropped 1.7% to $111.71 in pre-market trading.\nSVB Leerink raised Zentalis Pharmaceuticals, Inc.(NASDAQ:ZNTL) price target from $89 to $97. Zentalis Pharmaceuticals shares fell 3.4% to $76.57 in pre-market trading.\nPiper Sandler cut Adobe Inc.(NASDAQ:ADBE) price target from $670 to $630. Adobe shares fell 0.8% to $561.80 in pre-market trading.\nKeybanc reduced the price target for Generac Holdings Inc.(NYSE:GNRC) from $540 to $500. Generac Holdings shares rose 3% to $360.40 in pre-market trading.\nNeedham cut Jazz Pharmaceuticals plc(NASDAQ:JAZZ) price target from $220 to $215. Jazz Pharmaceuticals shares fell 0.4% to $124.00 in pre-market trading.\nJP Morgan boosted Chipotle Mexican Grill, Inc.(NYSE:CMG) price target from $1,710 to $1,750. Chipotle shares fell 1.3% to close at $1,678.97 on Thursday.","news_type":1,"symbols_score_info":{"ACN":0.9,"SBUX":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608867159,"gmtCreate":1638684678699,"gmtModify":1638684678850,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608867159","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600656521,"gmtCreate":1638149842651,"gmtModify":1638149842829,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600656521","repostId":"1124072014","repostType":4,"repost":{"id":"1124072014","kind":"news","pubTimestamp":1638140765,"share":"https://www.laohu8.com/m/news/1124072014?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11月就业报告:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归,焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为,11月份将有50万个工作岗位回归,招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%,达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道:“我们预计11月份非农就业人数将增加50万人,但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”,在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏,否则就业增长不可能以这种速度持续太久。如果说有什么不同的话,那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始,未来几个月,”阿什沃斯补充道。“这表明工资增长将保持强劲,我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比,平均时薪预计将增长5.0%,继10月份已经显着增长4.9%之后进一步加速,这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利,但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示,该指数年率上涨5.0%,创1990年以来最大涨幅。核心PCE(即美联储首选的剔除波动较大的食品和能源价格的通胀指标)同比上涨4.1%,为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上,并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点,打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争,在劳动力普遍短缺的情况下,公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺,劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比,平民劳动力仍减少了近300万参与者,对病毒的担忧挥之不去,许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色,这仍然使许多人处于劳动力的边缘。经济学家普遍预计,11月份劳动力参与率仅略有上升,达到61.7%,高于10月份的61.6%,但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平,并确保不同群体公平地看到就业增长,已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素,即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明,美联储将继续关注劳动力市场,将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道:“由于有证据表明通胀压力上升可能会持续更长时间,市场对美联储未来加息的看法已大幅提前。”“然而,正如鲍威尔主席11月新闻发布会所表明的那样,劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul> <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一:</b>10月份待售房屋环比(预期0.7%,9月份-2.3%);11月达拉斯联储制造业活动指数(预期17.0,10月14.6)</li></ul></blockquote></p><p></p><p></li> <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二:</b>9月FHFA房价指数环比(预期为1.2%,8月为1.0%);S&P CoreLogic Case-Shiller 20城综合指数,9月环比(预期1.30%,8月1.17%);S&P CoreLogic Case-Shiller 20城市综合指数,9月(上月为19.66%);11月MNI芝加哥PMI(预期67.0,10月68.4);世界大型企业联合会11月消费者信心指数(预期110.0,10月113.8)</li></blockquote></p><p></li> <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三:</b>MBA抵押贷款申请,11月26日(前一周为1.8%);11月ADP就业变化(预期51.5万人,10月57.1万人);Markit美国制造业PMI,11月终值(上月为59.1);10月份建筑支出环比(预期0.5%,9月份-0.5%);ISM制造业,11月(预期61.0,10月60.8);美联储发布褐皮书</li></blockquote></p><p></li> <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四:</b>挑战者裁员,11月(10月-71.7%);截至11月27日当周首次申请失业救济人数(前一周为199,000人);11月20日持续申请失业救济人数(前一周为2.049)</li></blockquote></p><p></li> <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五:</b>11月非农就业人数变化(预期50万,10月53.1万);11月失业率(预期4.5%,10月4.6%);11月平均时薪环比(预期0.4%,10月0.4%);11月平均时薪同比(预期5.0%,10月4.9%);Markit美国服务业PMI,11月最终数据(上一期为57.0);Markit美国综合PMI,11月最终数据(上一期为56.5);ISM服务业指数,11月(预期65.0,10月66.7);10月工厂订单(预期0.5%,9月0.2%);耐用品订单,10月份最终(上次打印为-0.5%)</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul> <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一:</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li> <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二:</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li> <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三:</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li> <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四:</b>Dollar General(DG)、Kroger(KR)开盘前;Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li> <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五:</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></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>November jobs report: What to know this week<blockquote>11月就业报告:本周需要了解什么</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\">\nNovember jobs report: What to know this week<blockquote>11月就业报告:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归,焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为,11月份将有50万个工作岗位回归,招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%,达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道:“我们预计11月份非农就业人数将增加50万人,但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”,在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏,否则就业增长不可能以这种速度持续太久。如果说有什么不同的话,那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始,未来几个月,”阿什沃斯补充道。“这表明工资增长将保持强劲,我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比,平均时薪预计将增长5.0%,继10月份已经显着增长4.9%之后进一步加速,这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利,但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示,该指数年率上涨5.0%,创1990年以来最大涨幅。核心PCE(即美联储首选的剔除波动较大的食品和能源价格的通胀指标)同比上涨4.1%,为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上,并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点,打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争,在劳动力普遍短缺的情况下,公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺,劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比,平民劳动力仍减少了近300万参与者,对病毒的担忧挥之不去,许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色,这仍然使许多人处于劳动力的边缘。经济学家普遍预计,11月份劳动力参与率仅略有上升,达到61.7%,高于10月份的61.6%,但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平,并确保不同群体公平地看到就业增长,已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素,即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明,美联储将继续关注劳动力市场,将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道:“由于有证据表明通胀压力上升可能会持续更长时间,市场对美联储未来加息的看法已大幅提前。”“然而,正如鲍威尔主席11月新闻发布会所表明的那样,劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul> <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一:</b>10月份待售房屋环比(预期0.7%,9月份-2.3%);11月达拉斯联储制造业活动指数(预期17.0,10月14.6)</li></ul></blockquote></p><p></p><p></li> <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二:</b>9月FHFA房价指数环比(预期为1.2%,8月为1.0%);S&P CoreLogic Case-Shiller 20城综合指数,9月环比(预期1.30%,8月1.17%);S&P CoreLogic Case-Shiller 20城市综合指数,9月(上月为19.66%);11月MNI芝加哥PMI(预期67.0,10月68.4);世界大型企业联合会11月消费者信心指数(预期110.0,10月113.8)</li></blockquote></p><p></li> <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三:</b>MBA抵押贷款申请,11月26日(前一周为1.8%);11月ADP就业变化(预期51.5万人,10月57.1万人);Markit美国制造业PMI,11月终值(上月为59.1);10月份建筑支出环比(预期0.5%,9月份-0.5%);ISM制造业,11月(预期61.0,10月60.8);美联储发布褐皮书</li></blockquote></p><p></li> <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四:</b>挑战者裁员,11月(10月-71.7%);截至11月27日当周首次申请失业救济人数(前一周为199,000人);11月20日持续申请失业救济人数(前一周为2.049)</li></blockquote></p><p></li> <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五:</b>11月非农就业人数变化(预期50万,10月53.1万);11月失业率(预期4.5%,10月4.6%);11月平均时薪环比(预期0.4%,10月0.4%);11月平均时薪同比(预期5.0%,10月4.9%);Markit美国服务业PMI,11月最终数据(上一期为57.0);Markit美国综合PMI,11月最终数据(上一期为56.5);ISM服务业指数,11月(预期65.0,10月66.7);10月工厂订单(预期0.5%,9月0.2%);耐用品订单,10月份最终(上次打印为-0.5%)</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul> <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一:</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li> <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二:</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li> <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三:</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li> <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四:</b>Dollar General(DG)、Kroger(KR)开盘前;Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li> <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五:</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html\">yahoo</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":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for release","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854407969,"gmtCreate":1635471698984,"gmtModify":1635471700423,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854407969","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850580981,"gmtCreate":1634608048795,"gmtModify":1634608049255,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850580981","repostId":"2176120817","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866429004,"gmtCreate":1632798065608,"gmtModify":1632798065716,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866429004","repostId":"1114358506","repostType":4,"repost":{"id":"1114358506","kind":"news","pubTimestamp":1632795823,"share":"https://www.laohu8.com/m/news/1114358506?lang=zh_CN&edition=full","pubTime":"2021-09-28 10:23","market":"us","language":"en","title":"Why Are the Nasdaq's Top Growth Stocks Freaking Out Monday?<blockquote>为什么纳斯达克最大的成长型股票周一会陷入恐慌?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114358506","media":"Motley Fool","summary":"None of it has anything to do with business fundamentals.\n\nKey Points\n\nThe Nasdaq underperformed oth","content":"<p> <b>None of it has anything to do with business fundamentals.</b> <b>Key Points</b></p><p><blockquote><b>这些都与商业基本面无关。</b><b>要点</b></blockquote></p><p> <ul> <li>The Nasdaq underperformed other stock market indexes.</li> <li>Many are pointing to Federal Reserve monetary policy trends.</li> <li>In the long run, what matters are a stock's fundamentals.</li> </ul> The stock market was deeply divided on Monday, with certain sectors doing far better than others. In a relatively unusual development, the<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)found itself on the short end of the stick, with the index falling almost half a percent in mid-afternoon trading even as other stock market benchmarks were up on the day.</p><p><blockquote><ul><li>纳斯达克的表现逊于其他股市指数。</li><li>许多人指出美联储的货币政策趋势。</li><li>从长远来看,重要的是股票的基本面。</li></ul>周一股市分化严重,某些板块表现远好于其他板块。在相对不寻常的发展中,<b>纳斯达克复合材料</b>(NASDAQINDEX:^IXIC)发现自己处于弱势,尽管其他股市基准当天上涨,但该指数在午后交易中下跌了近0.5%。</blockquote></p><p> Overarching the Nasdaq's underperformance on Monday was one factor. It has nothing to do with the fundamental performance of the businesses that has driven stock prices so much higher over the past 18 months. However, it's a key factor that many stock analysts use in determining valuation, and that explains the seemingly irrational aversion to high-growth stocks Monday. Below, we'll look more closely at what's happening.</p><p><blockquote>纳斯达克周一表现不佳是其中一个因素。这与过去18个月推动股价大幅上涨的企业的基本面表现无关。然而,这是许多股票分析师在确定估值时使用的一个关键因素,这解释了周一对高增长股票看似非理性的厌恶。下面,我们将更仔细地看看正在发生的事情。</blockquote></p><p> <b>Interest rates on the rise</b></p><p><blockquote><b>利率上升</b></blockquote></p><p> What appears to be sending the Nasdaq lower is a reaction from growth investors to a completely different side of the financial markets.Treasury bondyields have been on the rise lately, and that's leading to a revaluation of some of the leaders in the stock market recently.</p><p><blockquote>导致纳斯达克走低的似乎是成长型投资者对金融市场完全不同的一面的反应。国债收益率最近一直在上升,这导致最近股市一些领先者的重估。</blockquote></p><p> Specifically, 10-year Treasury yields have gone up sharply. Less than a week ago, the bonds were yielding just 1.3%. That jumped as high as 1.52% on Monday. That's a very quick move for Treasuries.</p><p><blockquote>具体来看,10年期国债收益率大幅上行。不到一周前,这些债券的收益率仅为1.3%。周一跃升至1.52%。对于美国国债来说,这是一个非常迅速的举措。</blockquote></p><p> Driving higher bond yields is the expectation that the Federal Reserve will make moves as appropriate to try to normalize monetary policy. The Fed probably won't make sudden, unexpected rate hikes, as it has done everything it can to signal a gradual return to normalcy. However, markets are anticipating the likelihood of tapering of bond purchases as a precursor to rate hikes. The eventual exit of the Fed from the Treasury market could reduce demand and build more upward pressure on interest rates.</p><p><blockquote>推动债券收益率走高的是美联储将酌情采取行动,试图使货币政策正常化的预期。美联储可能不会突然、出乎意料地加息,因为它已经尽了一切努力来发出逐步恢复正常的信号。然而,市场预计缩减购债规模可能是加息的前兆。美联储最终退出国债市场可能会减少需求并给利率带来更大的上行压力。</blockquote></p><p> <b>What does this have to do with high-growth stocks?</b></p><p><blockquote><b>这和高成长股有什么关系?</b></blockquote></p><p> What's happening in the bond market has little direct impact on high-growth companies. However, some valuation methods for companies apply a discount rate to future profits based on how far into the future they're expected to come in. The higher the discount rate, the lower the value of earnings that are still several years or even a decade or more out.</p><p><blockquote>债券市场发生的事情对高增长公司几乎没有直接影响。然而,一些公司估值方法根据公司预计未来的盈利时间对未来利润应用贴现率。贴现率越高,几年甚至十年或更长时间后的收益价值就越低。</blockquote></p><p> That's likely the reason why some particular favorites on the Nasdaq are doing poorly today. Workplace collaboration software specialist<b>Atlassian</b>(NASDAQ:TEAM)is down 6%. Latin American e-commerce giant<b>MercadoLibre</b>(NASDAQ:MELI)posted a 5% decline, as did veterinary diagnostics specialist<b>Idexx Laboratories</b>(NASDAQ:IDXX).</p><p><blockquote>这可能是纳斯达克上一些特别受欢迎的股票今天表现不佳的原因。工作场所协作软件专家<b>Atlassian</b>(纳斯达克:团队)下跌6%。拉美电商巨头<b>自由市场</b>(纳斯达克:MELI)下降了5%,兽医诊断专家也是如此<b>Idexx实验室</b>(纳斯达克:IDXX)。</blockquote></p><p> Some decliners on the Nasdaq also had company-specific fundamental factors weighing them down. In thevaccine space, for instance, expectations that the COVID-19 pandemic will eventually come under control weighed on<b>Moderna</b>(NASDAQ:MRNA),<b>BioNTech</b>(NASDAQ:BNTX), and<b>Novavax</b>(NASDAQ:NVAX)to the tune of 4% to 7% Monday afternoon.</p><p><blockquote>纳斯达克上的一些下跌者也受到公司特定基本面因素的拖累。例如,在疫苗领域,人们对COVID-19大流行最终将得到控制的预期给<b>现代</b>(纳斯达克:MRNA),<b>BioNTech</b>(纳斯达克:BNTX),以及<b>Novavax</b>(纳斯达克:NVAX)周一下午上涨4%至7%。</blockquote></p><p> <b>Don't panic</b></p><p><blockquote><b>不要惊慌</b></blockquote></p><p> It's never fun to watch the stocks you own go down for apparently poor reasons. However, keep in mind that as a long-term investor, you don't have to worry about short-term moves. In the long run, stocks gain ground because their fundamental business prospects are sound and lead to sustained growth.</p><p><blockquote>看着你所拥有的股票因为明显糟糕的原因而下跌从来都不是一件有趣的事情。但是,请记住,作为长期投资者,您不必担心短期走势。从长远来看,股票上涨是因为其基本业务前景良好并导致持续增长。</blockquote></p><p> If you still have confidence that the stocks you own have promising futures, then be patient. Eventually, stock prices match up well with the health of real businesses -- and if yours do well, you can expect to profit in the end.</p><p><blockquote>如果你仍然对自己持有的股票有前途有信心,那就耐心点。最终,股票价格与实体企业的健康状况非常匹配——如果你的企业表现良好,你最终就可以盈利。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Are the Nasdaq's Top Growth Stocks Freaking Out Monday?<blockquote>为什么纳斯达克最大的成长型股票周一会陷入恐慌?</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\">\nWhy Are the Nasdaq's Top Growth Stocks Freaking Out Monday?<blockquote>为什么纳斯达克最大的成长型股票周一会陷入恐慌?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-28 10:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>None of it has anything to do with business fundamentals.</b> <b>Key Points</b></p><p><blockquote><b>这些都与商业基本面无关。</b><b>要点</b></blockquote></p><p> <ul> <li>The Nasdaq underperformed other stock market indexes.</li> <li>Many are pointing to Federal Reserve monetary policy trends.</li> <li>In the long run, what matters are a stock's fundamentals.</li> </ul> The stock market was deeply divided on Monday, with certain sectors doing far better than others. In a relatively unusual development, the<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)found itself on the short end of the stick, with the index falling almost half a percent in mid-afternoon trading even as other stock market benchmarks were up on the day.</p><p><blockquote><ul><li>纳斯达克的表现逊于其他股市指数。</li><li>许多人指出美联储的货币政策趋势。</li><li>从长远来看,重要的是股票的基本面。</li></ul>周一股市分化严重,某些板块表现远好于其他板块。在相对不寻常的发展中,<b>纳斯达克复合材料</b>(NASDAQINDEX:^IXIC)发现自己处于弱势,尽管其他股市基准当天上涨,但该指数在午后交易中下跌了近0.5%。</blockquote></p><p> Overarching the Nasdaq's underperformance on Monday was one factor. It has nothing to do with the fundamental performance of the businesses that has driven stock prices so much higher over the past 18 months. However, it's a key factor that many stock analysts use in determining valuation, and that explains the seemingly irrational aversion to high-growth stocks Monday. Below, we'll look more closely at what's happening.</p><p><blockquote>纳斯达克周一表现不佳是其中一个因素。这与过去18个月推动股价大幅上涨的企业的基本面表现无关。然而,这是许多股票分析师在确定估值时使用的一个关键因素,这解释了周一对高增长股票看似非理性的厌恶。下面,我们将更仔细地看看正在发生的事情。</blockquote></p><p> <b>Interest rates on the rise</b></p><p><blockquote><b>利率上升</b></blockquote></p><p> What appears to be sending the Nasdaq lower is a reaction from growth investors to a completely different side of the financial markets.Treasury bondyields have been on the rise lately, and that's leading to a revaluation of some of the leaders in the stock market recently.</p><p><blockquote>导致纳斯达克走低的似乎是成长型投资者对金融市场完全不同的一面的反应。国债收益率最近一直在上升,这导致最近股市一些领先者的重估。</blockquote></p><p> Specifically, 10-year Treasury yields have gone up sharply. Less than a week ago, the bonds were yielding just 1.3%. That jumped as high as 1.52% on Monday. That's a very quick move for Treasuries.</p><p><blockquote>具体来看,10年期国债收益率大幅上行。不到一周前,这些债券的收益率仅为1.3%。周一跃升至1.52%。对于美国国债来说,这是一个非常迅速的举措。</blockquote></p><p> Driving higher bond yields is the expectation that the Federal Reserve will make moves as appropriate to try to normalize monetary policy. The Fed probably won't make sudden, unexpected rate hikes, as it has done everything it can to signal a gradual return to normalcy. However, markets are anticipating the likelihood of tapering of bond purchases as a precursor to rate hikes. The eventual exit of the Fed from the Treasury market could reduce demand and build more upward pressure on interest rates.</p><p><blockquote>推动债券收益率走高的是美联储将酌情采取行动,试图使货币政策正常化的预期。美联储可能不会突然、出乎意料地加息,因为它已经尽了一切努力来发出逐步恢复正常的信号。然而,市场预计缩减购债规模可能是加息的前兆。美联储最终退出国债市场可能会减少需求并给利率带来更大的上行压力。</blockquote></p><p> <b>What does this have to do with high-growth stocks?</b></p><p><blockquote><b>这和高成长股有什么关系?</b></blockquote></p><p> What's happening in the bond market has little direct impact on high-growth companies. However, some valuation methods for companies apply a discount rate to future profits based on how far into the future they're expected to come in. The higher the discount rate, the lower the value of earnings that are still several years or even a decade or more out.</p><p><blockquote>债券市场发生的事情对高增长公司几乎没有直接影响。然而,一些公司估值方法根据公司预计未来的盈利时间对未来利润应用贴现率。贴现率越高,几年甚至十年或更长时间后的收益价值就越低。</blockquote></p><p> That's likely the reason why some particular favorites on the Nasdaq are doing poorly today. Workplace collaboration software specialist<b>Atlassian</b>(NASDAQ:TEAM)is down 6%. Latin American e-commerce giant<b>MercadoLibre</b>(NASDAQ:MELI)posted a 5% decline, as did veterinary diagnostics specialist<b>Idexx Laboratories</b>(NASDAQ:IDXX).</p><p><blockquote>这可能是纳斯达克上一些特别受欢迎的股票今天表现不佳的原因。工作场所协作软件专家<b>Atlassian</b>(纳斯达克:团队)下跌6%。拉美电商巨头<b>自由市场</b>(纳斯达克:MELI)下降了5%,兽医诊断专家也是如此<b>Idexx实验室</b>(纳斯达克:IDXX)。</blockquote></p><p> Some decliners on the Nasdaq also had company-specific fundamental factors weighing them down. In thevaccine space, for instance, expectations that the COVID-19 pandemic will eventually come under control weighed on<b>Moderna</b>(NASDAQ:MRNA),<b>BioNTech</b>(NASDAQ:BNTX), and<b>Novavax</b>(NASDAQ:NVAX)to the tune of 4% to 7% Monday afternoon.</p><p><blockquote>纳斯达克上的一些下跌者也受到公司特定基本面因素的拖累。例如,在疫苗领域,人们对COVID-19大流行最终将得到控制的预期给<b>现代</b>(纳斯达克:MRNA),<b>BioNTech</b>(纳斯达克:BNTX),以及<b>Novavax</b>(纳斯达克:NVAX)周一下午上涨4%至7%。</blockquote></p><p> <b>Don't panic</b></p><p><blockquote><b>不要惊慌</b></blockquote></p><p> It's never fun to watch the stocks you own go down for apparently poor reasons. However, keep in mind that as a long-term investor, you don't have to worry about short-term moves. In the long run, stocks gain ground because their fundamental business prospects are sound and lead to sustained growth.</p><p><blockquote>看着你所拥有的股票因为明显糟糕的原因而下跌从来都不是一件有趣的事情。但是,请记住,作为长期投资者,您不必担心短期走势。从长远来看,股票上涨是因为其基本业务前景良好并导致持续增长。</blockquote></p><p> If you still have confidence that the stocks you own have promising futures, then be patient. Eventually, stock prices match up well with the health of real businesses -- and if yours do well, you can expect to profit in the end.</p><p><blockquote>如果你仍然对自己持有的股票有前途有信心,那就耐心点。最终,股票价格与实体企业的健康状况非常匹配——如果你的企业表现良好,你最终就可以盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/09/27/why-are-the-nasdaqs-top-growth-stocks-freaking-out/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2021/09/27/why-are-the-nasdaqs-top-growth-stocks-freaking-out/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114358506","content_text":"None of it has anything to do with business fundamentals.\n\nKey Points\n\nThe Nasdaq underperformed other stock market indexes.\nMany are pointing to Federal Reserve monetary policy trends.\nIn the long run, what matters are a stock's fundamentals.\n\nThe stock market was deeply divided on Monday, with certain sectors doing far better than others. In a relatively unusual development, theNasdaq Composite(NASDAQINDEX:^IXIC)found itself on the short end of the stick, with the index falling almost half a percent in mid-afternoon trading even as other stock market benchmarks were up on the day.\nOverarching the Nasdaq's underperformance on Monday was one factor. It has nothing to do with the fundamental performance of the businesses that has driven stock prices so much higher over the past 18 months. However, it's a key factor that many stock analysts use in determining valuation, and that explains the seemingly irrational aversion to high-growth stocks Monday. Below, we'll look more closely at what's happening.\nInterest rates on the rise\nWhat appears to be sending the Nasdaq lower is a reaction from growth investors to a completely different side of the financial markets.Treasury bondyields have been on the rise lately, and that's leading to a revaluation of some of the leaders in the stock market recently.\nSpecifically, 10-year Treasury yields have gone up sharply. Less than a week ago, the bonds were yielding just 1.3%. That jumped as high as 1.52% on Monday. That's a very quick move for Treasuries.\nDriving higher bond yields is the expectation that the Federal Reserve will make moves as appropriate to try to normalize monetary policy. The Fed probably won't make sudden, unexpected rate hikes, as it has done everything it can to signal a gradual return to normalcy. However, markets are anticipating the likelihood of tapering of bond purchases as a precursor to rate hikes. The eventual exit of the Fed from the Treasury market could reduce demand and build more upward pressure on interest rates.\nWhat does this have to do with high-growth stocks?\nWhat's happening in the bond market has little direct impact on high-growth companies. However, some valuation methods for companies apply a discount rate to future profits based on how far into the future they're expected to come in. The higher the discount rate, the lower the value of earnings that are still several years or even a decade or more out.\nThat's likely the reason why some particular favorites on the Nasdaq are doing poorly today. Workplace collaboration software specialistAtlassian(NASDAQ:TEAM)is down 6%. Latin American e-commerce giantMercadoLibre(NASDAQ:MELI)posted a 5% decline, as did veterinary diagnostics specialistIdexx Laboratories(NASDAQ:IDXX).\nSome decliners on the Nasdaq also had company-specific fundamental factors weighing them down. In thevaccine space, for instance, expectations that the COVID-19 pandemic will eventually come under control weighed onModerna(NASDAQ:MRNA),BioNTech(NASDAQ:BNTX), andNovavax(NASDAQ:NVAX)to the tune of 4% to 7% Monday afternoon.\nDon't panic\nIt's never fun to watch the stocks you own go down for apparently poor reasons. However, keep in mind that as a long-term investor, you don't have to worry about short-term moves. In the long run, stocks gain ground because their fundamental business prospects are sound and lead to sustained growth.\nIf you still have confidence that the stocks you own have promising futures, then be patient. Eventually, stock prices match up well with the health of real businesses -- and if yours do well, you can expect to profit in the end.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869633094,"gmtCreate":1632277892418,"gmtModify":1632801531952,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869633094","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609104356,"gmtCreate":1638247368053,"gmtModify":1638247368237,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609104356","repostId":"1190156196","repostType":4,"repost":{"id":"1190156196","kind":"news","pubTimestamp":1638242388,"share":"https://www.laohu8.com/m/news/1190156196?lang=zh_CN&edition=full","pubTime":"2021-11-30 11:19","market":"us","language":"en","title":"5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的Covid-19变种袭击市场,值得关注的5只疫苗股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190156196","media":"InvestorPlace","summary":"Here are the stocks to watch as the omicron variant gives rise to a new vaccine race","content":"<p><div> Here are the stocks to watch as the omicron variant gives rise to a new vaccine race Source: Shutterstock As Black Friday approached, most investors were speculating on what the supply chain crisis ...</p><p><blockquote><div>随着奥密克戎变种引发新的疫苗竞赛,以下是值得关注的股票来源:Shutterstock随着黑色星期五的临近,大多数投资者都在猜测供应链危机……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">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>5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的Covid-19变种袭击市场,值得关注的5只疫苗股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market<blockquote>随着新的Covid-19变种袭击市场,值得关注的5只疫苗股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-30 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Here are the stocks to watch as the omicron variant gives rise to a new vaccine race Source: Shutterstock As Black Friday approached, most investors were speculating on what the supply chain crisis ...</p><p><blockquote><div>随着奥密克戎变种引发新的疫苗竞赛,以下是值得关注的股票来源:Shutterstock随着黑色星期五的临近,大多数投资者都在猜测供应链危机……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">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/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">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":{"PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药","JNJ":"强生","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE"},"source_url":"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190156196","content_text":"Here are the stocks to watch as the omicron variant gives rise to a new vaccine race\nSource: Shutterstock\nAs Black Friday approached, most investors were speculating on what the supply chain crisis would mean for the year’s biggest shopping holiday. By the time shopping began, though, most minds were on another news story. A new Covid-19 variant had been detected in South Africa and it was quickly spreading to Europe. Labeled the omicron variant, this new Covid-19 strain poses a threat to the pandemic recovery story. Perhaps most importantly, we don’t yet know how big that threat is. Scientists haveindicatedthat it will take at least a few weeks for them to assess the effectiveness of vaccines against the new variant, which features multiple mutations. As investors ponder what this means for markets, focus has shifted to one specific question: What does this mean for vaccine stocks?\nInvestors have expressed concern at what the the emergence of a new variant may mean for markets. It bears noting, though, that such a scenario creates a new opportunity for vaccine stocks, specifically for a new company to pull into the lead.\nWhile Pfizer’s(NYSE:PFE) success in producing a vaccine approved for children has helped it maintain a lead over its competitors, other companies recognize the need for further innovation within the vaccine space. Scientists and researchers have yet to reach a conclusion as to how the new variant will react to current vaccines, but the companies producing them are already working around the clock.\nMany vaccine stocks were trending this morning as the omicron variant dominated news coverage. Let’s take a look at what the most prominent vaccine producers are saying and when we can expect to see progress.\n\nModerna(NASDAQ:MRNA)\nPfizer(NYSE:PFE)\nBioNTech (NASDAQ:BNTX)\nJohnson & Johnson(NYSE:JNJ)\nNovavax(NASDAQ:NVAX)\n\nModerna (MRNA)\nModerna was one of the first companies to have its executive team discuss address the omicron variant.\nOn Sunday, CMO Paul Burton spoke toBBC’sAndrew Marr and said Moderna was hoping to see clinical trials of an omicron-specific booster begin within60 to 90 days. CEO Stephane Bancel recentlyspoketoCNBC’s“Squawk Box” on the topic of an omicron- targeting vaccine. While he stated that it will likely take months for the company to develop, produce and ship a vaccine with the ability to target that specific variant, he noted that a booster shot containing a higher 100-microgram dose could be made available much sooner.\nBancel also floated the possibility of administering higher doses of the current vaccines to particularly high-risk patients, such as those in the elderly or immunocompromised categories.\nThis talk of an effective booster that could take on the new variant has sent MRNA stock shooting up today. As of this writing, vaccine stocks are having a good day and Moderna has risen by more than 10%. Today’s gains have put it up by more than 30% for the past five days.\nWhile the head of drugmaker Moderna said COVID-19 vaccines are unlikely to be as effective against the Omicron variant of the coronavirus as they have been previously, sparking fresh worry in financial markets about the trajectory of the pandemic.\n\"There is no world, I think, where (the effectiveness) is the same level . . . we had with Delta,\" Moderna Chief Executive Stéphane Bancel told the Financial Times in an interview.\n\"I think it's going to be a material drop. I just don't know how much because we need to wait for the data. But all the scientists I've talked to . . . are like 'this is not going to be good.'\"\nPfizer (PFE)\nNo pharmaceutical company has received as much positive press for its vaccine innovations as Pfizer. Earlier this month, CEO Albert Bourla wasrecommended by one InvestorPlace contributorfor CEO of the year.\nThe industry leader alsodiscussedthe new variant earlier today, stating that he believed that Pfizer’s Covid-19 pill would prove effective against it. He noted that the treatment method was designed with the thought process that most virus mutations were coming in spikes, exactly what we are seeing so far from the omicron variant. This gives him, he said, a “very high level of confidence” that the oral treatment, Paxlovid, will prove well-suited to help patients with the new Covid-19 strain.\nClinical trials have found that when Paxlovid is taken with HIV drug ritonavir, it reduces hospitalization and death by 89% if taken within three days after symptoms have begun.\nWhile Bourla is still not able to offer much on the effectiveness of the company’s two-dose vaccine against the new variant, he experts it to offer at least some protection. He also said that Pfizer is already at work on a new vaccine and that it produced a DNA template on Friday, speculating that it could be ready within 100 days.\nIt is worth noting that Pfizer has been able to create vaccines for previous variants in that timeframe but did not end up having to administer them, as the previously distributed vaccines remained effective.\nBioNTech (BNTX)\nPfizer’s original vaccine partner isn’t missing a beat, either.\nThe German biotech innovatortoldBusiness Insiderthat it is already at work on the development of an adapted vaccine to combat the omicron variant. According to the company’s spokespeople, the first steps of such a process “overlap with the research necessary” to evaluate the necessity of a new shot. This approach should enable its research team to move forward as quickly as possible.\nLike its competitors, BioNTech expects to acquire the data necessary to determine next steps in roughly two weeks, as medical researchers rush to examine new cases. In an attempt to keep the process as efficient as possible, the company is already testing its existing vaccine doses. Like Pfizer, it claims that it will be able to ship out this adapted vaccine within 100 days should it prove necessary.\nLike other vaccine stocks, BNTX is having a good day as speculation regarding the vaccine mounts. Shares are up almost 4% as of this writing. Not unlike its competitor Moderna, BioNTech is up almost 20% for the week after seeing a period of mostly flatlining. Earlier this Summer,InvestorPlace analyst Louis Navelliercalledit a better buy among vaccine stocks than Pfizer.\nJohnson & Johnson (JNJ)\nLike its competitors, Johnson & Johnson is already at work on ways to combat the new variant. Still waiting on further data, though, the company hasstatedit “will progress [its new vaccine] into clinical studies if needed.”\nMathai Mammen, global head of research and development at J&J subsidiary Janssen Pharmaceuticals, says that the company remains confident in the “robust humoral and cell-mediated responses” that its original vaccine has elicited in patients to date, giving the company confidence in its ability to adapt its current vaccine to handle the omicron variant.\nMammen added that the company has already begun work on a new vaccine for exactly that purpose and will “rapidly progress into clinical trails” if it is deemed necessary. It has beenreportedthat testing has already begun.\nNovavax (NVAX)\nA later player to the vaccine race, Novavax hasn’t had the same success in the U.S. as Pfizer or Moderna.\nHowever, the company recognizes it has a chance to make up the lost ground. In fact, it is already working to develop a vaccine to combat the omicron variant. Novavax hasstatedthat its vaccine will contain the mutated spikes that have experts worried about the variant, thereby enabling recipients to develop necessary immune responses. Its spokespeople have also stated that the testing and developing of the new vaccine will likely take “a few weeks.”\nWhile Novavax has not filed for approval for its initial Covid-19 in the U.S. yet, it received the green light from regulators in both Indonesia and the Philippines.\nAs InvestorPlace Assistant News Writer Eddie Pan reported this morning, NVAX is a name to watch among vaccine stocks as speculation mounts. While no one is likely to know too much for at least two weeks, companies aren’t wasting any time in building on their vaccine innovations in attempt to pull ahead in the vaccine race. Novavax may not have garnered U.S. authorization yet, but it has risen to prominence by way of its global vaccine distribution work, an edge that earned it ahigh rankingamong second-shot vaccine stocks to buy.","news_type":1,"symbols_score_info":{"NVAX":0.9,"JNJ":0.9,"BNTX":0.9,"PFE":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878295536,"gmtCreate":1637195240812,"gmtModify":1637195240951,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878295536","repostId":"2184855810","repostType":4,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870244003,"gmtCreate":1636627413497,"gmtModify":1636627413998,"author":{"id":"3581803494981906","authorId":"3581803494981906","name":"haoren","avatar":"https://static.tigerbbs.com/959cadb42575ede705b330aa58d68a63","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581803494981906","authorIdStr":"3581803494981906"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870244003","repostId":"1196812609","repostType":4,"repost":{"id":"1196812609","kind":"news","pubTimestamp":1636626335,"share":"https://www.laohu8.com/m/news/1196812609?lang=zh_CN&edition=full","pubTime":"2021-11-11 18:25","market":"us","language":"en","title":"Volvo Cars sets carbon price to assess sustainability of new projects<blockquote>沃尔沃汽车设定碳价以评估新项目的可持续性</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196812609","media":"Reuters","summary":"Swedish automaker Volvo Cars said on Wednesday it had set a price on carbon emissions from its opera","content":"<p>Swedish automaker Volvo Cars said on Wednesday it had set a price on carbon emissions from its operations of 1,000 Swedish crowns ($116.30) a tonne, part of attempts to ensure all future projects are sustainable.</p><p><blockquote>瑞典汽车制造商沃尔沃汽车周三表示,已将其运营的碳排放价格定为每吨1,000瑞典克朗(116.30美元),这是确保所有未来项目可持续发展的努力的一部分。</blockquote></p><p> Announcing the move at global climate talks in Scotland as it joined an imitative to phase out fossil fuel cars and vans, the company said it had deliberately set a relatively high price to \"future proof\" itself.</p><p><blockquote>该公司在苏格兰举行的全球气候谈判上宣布了这一举措,加入了逐步淘汰化石燃料汽车和货车的行列,并表示它故意设定了相对较高的价格,以“经得起未来考验”。</blockquote></p><p> Negotiators at the COP26 talks are trying to finish rules to create an international carbon market. Put simply, it would allow some countries to pay others to cut emissions - with the aim of pushing much-needed cash into green projects around the world.</p><p><blockquote>COP26谈判的谈判代表正试图敲定创建国际碳市场的规则。简而言之,它将允许一些国家向其他国家支付减排费用——目的是将急需的现金投入世界各地的绿色项目。</blockquote></p><p> Volvo Cars said it was the first automaker to set such a price across its whole operations, as part of its aim to be a climate neutral company by 2040. The price is double the current cost of carbon in the European Union's carbon trading scheme .</p><p><blockquote>沃尔沃汽车表示,它是第一家在其整个业务中设定此类价格的汽车制造商,这是其到2040年成为气候中和公司目标的一部分。这个价格是欧盟碳交易计划中目前碳成本的两倍。</blockquote></p><p> Going forward, every new car project would go through a \"sustainability sense-check\", with a carbon price assigned throughout the life of the vehicle, to ensure it would be profitable even under a much higher government-set price.</p><p><blockquote>展望未来,每个新车项目都将经过“可持续发展意识检查”,在车辆的整个生命周期内分配碳价格,以确保即使在政府设定的价格高得多的情况下也能盈利。</blockquote></p><p> \"A global and fair price on CO2 is critical for the world to meet its climate ambitions, and we all need to do more,\" Björn Annwall, chief financial officer, said in a statement.</p><p><blockquote>首席财务官比约恩·安沃尔(Björn Annwall)在一份声明中表示:“全球公平的二氧化碳价格对于世界实现其气候雄心至关重要,我们都需要采取更多措施。”</blockquote></p><p> \"We strongly believe progressive companies should take the lead by setting an internal carbon price. By evaluating future cars on their CO2-adjusted profitability, we expect to accelerate actions that will help us identify and reduce carbon emissions already today.\"</p><p><blockquote>“我们坚信,进步的公司应该带头设定内部碳价格。通过评估未来汽车的二氧化碳调整盈利能力,我们希望加快行动,帮助我们识别和减少今天的碳排放。”</blockquote></p><p> Also on Wednesday, Volvo Cars signed up to the Glasgow Declaration on Zero Emission Cars and Vans, along with peers including Ford and General Motors, aiming to end production of internal combustion engines by 2040.</p><p><blockquote>同样在周三,沃尔沃汽车与福特和通用汽车等同行签署了《格拉斯哥零排放汽车和货车宣言》,目标是到2040年停止生产内燃机。</blockquote></p><p> ($1 = 8.5987 Swedish crowns)</p><p><blockquote>(1美元=8.5987瑞典克朗)</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>Volvo Cars sets carbon price to assess sustainability of new projects<blockquote>沃尔沃汽车设定碳价以评估新项目的可持续性</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\">\nVolvo Cars sets carbon price to assess sustainability of new projects<blockquote>沃尔沃汽车设定碳价以评估新项目的可持续性</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-11 18:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Swedish automaker Volvo Cars said on Wednesday it had set a price on carbon emissions from its operations of 1,000 Swedish crowns ($116.30) a tonne, part of attempts to ensure all future projects are sustainable.</p><p><blockquote>瑞典汽车制造商沃尔沃汽车周三表示,已将其运营的碳排放价格定为每吨1,000瑞典克朗(116.30美元),这是确保所有未来项目可持续发展的努力的一部分。</blockquote></p><p> Announcing the move at global climate talks in Scotland as it joined an imitative to phase out fossil fuel cars and vans, the company said it had deliberately set a relatively high price to \"future proof\" itself.</p><p><blockquote>该公司在苏格兰举行的全球气候谈判上宣布了这一举措,加入了逐步淘汰化石燃料汽车和货车的行列,并表示它故意设定了相对较高的价格,以“经得起未来考验”。</blockquote></p><p> Negotiators at the COP26 talks are trying to finish rules to create an international carbon market. Put simply, it would allow some countries to pay others to cut emissions - with the aim of pushing much-needed cash into green projects around the world.</p><p><blockquote>COP26谈判的谈判代表正试图敲定创建国际碳市场的规则。简而言之,它将允许一些国家向其他国家支付减排费用——目的是将急需的现金投入世界各地的绿色项目。</blockquote></p><p> Volvo Cars said it was the first automaker to set such a price across its whole operations, as part of its aim to be a climate neutral company by 2040. The price is double the current cost of carbon in the European Union's carbon trading scheme .</p><p><blockquote>沃尔沃汽车表示,它是第一家在其整个业务中设定此类价格的汽车制造商,这是其到2040年成为气候中和公司目标的一部分。这个价格是欧盟碳交易计划中目前碳成本的两倍。</blockquote></p><p> Going forward, every new car project would go through a \"sustainability sense-check\", with a carbon price assigned throughout the life of the vehicle, to ensure it would be profitable even under a much higher government-set price.</p><p><blockquote>展望未来,每个新车项目都将经过“可持续发展意识检查”,在车辆的整个生命周期内分配碳价格,以确保即使在政府设定的价格高得多的情况下也能盈利。</blockquote></p><p> \"A global and fair price on CO2 is critical for the world to meet its climate ambitions, and we all need to do more,\" Björn Annwall, chief financial officer, said in a statement.</p><p><blockquote>首席财务官比约恩·安沃尔(Björn Annwall)在一份声明中表示:“全球公平的二氧化碳价格对于世界实现其气候雄心至关重要,我们都需要采取更多措施。”</blockquote></p><p> \"We strongly believe progressive companies should take the lead by setting an internal carbon price. By evaluating future cars on their CO2-adjusted profitability, we expect to accelerate actions that will help us identify and reduce carbon emissions already today.\"</p><p><blockquote>“我们坚信,进步的公司应该带头设定内部碳价格。通过评估未来汽车的二氧化碳调整盈利能力,我们希望加快行动,帮助我们识别和减少今天的碳排放。”</blockquote></p><p> Also on Wednesday, Volvo Cars signed up to the Glasgow Declaration on Zero Emission Cars and Vans, along with peers including Ford and General Motors, aiming to end production of internal combustion engines by 2040.</p><p><blockquote>同样在周三,沃尔沃汽车与福特和通用汽车等同行签署了《格拉斯哥零排放汽车和货车宣言》,目标是到2040年停止生产内燃机。</blockquote></p><p> ($1 = 8.5987 Swedish crowns)</p><p><blockquote>(1美元=8.5987瑞典克朗)</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/business/cop/volvo-cars-sets-carbon-price-assess-sustainability-new-projects-2021-11-11/\">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":{"00175":"吉利汽车"},"source_url":"https://www.reuters.com/business/cop/volvo-cars-sets-carbon-price-assess-sustainability-new-projects-2021-11-11/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196812609","content_text":"Swedish automaker Volvo Cars said on Wednesday it had set a price on carbon emissions from its operations of 1,000 Swedish crowns ($116.30) a tonne, part of attempts to ensure all future projects are sustainable.\nAnnouncing the move at global climate talks in Scotland as it joined an imitative to phase out fossil fuel cars and vans, the company said it had deliberately set a relatively high price to \"future proof\" itself.\nNegotiators at the COP26 talks are trying to finish rules to create an international carbon market. Put simply, it would allow some countries to pay others to cut emissions - with the aim of pushing much-needed cash into green projects around the world.\nVolvo Cars said it was the first automaker to set such a price across its whole operations, as part of its aim to be a climate neutral company by 2040. The price is double the current cost of carbon in the European Union's carbon trading scheme .\nGoing forward, every new car project would go through a \"sustainability sense-check\", with a carbon price assigned throughout the life of the vehicle, to ensure it would be profitable even under a much higher government-set price.\n\"A global and fair price on CO2 is critical for the world to meet its climate ambitions, and we all need to do more,\" Björn Annwall, chief financial officer, said in a statement.\n\"We strongly believe progressive companies should take the lead by setting an internal carbon price. By evaluating future cars on their CO2-adjusted profitability, we expect to accelerate actions that will help us identify and reduce carbon emissions already today.\"\nAlso on Wednesday, Volvo Cars signed up to the Glasgow Declaration on Zero Emission Cars and Vans, along with peers including Ford and General Motors, aiming to end production of internal combustion engines by 2040.\n($1 = 8.5987 Swedish crowns)","news_type":1,"symbols_score_info":{"00175":0.9}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}