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2021-12-01

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2021-06-13

S&P 500 best investment~ like pls, will like back

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2021-09-24

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2021-11-13

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Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>

2021-09-03

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2021-06-30

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2021-12-09

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U.S. Stock Futures Wobble on Omicron Restrictions<blockquote>美国股指期货因奥密克戎限制而波动</blockquote>

2021-10-08

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2021-06-17

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2021-09-07

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Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?<blockquote>策略师表示，今年秋天股市可能会陷入困境。现在买什么？</blockquote>

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pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607193482","repostId":"1113829354","repostType":4,"repost":{"id":"1113829354","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639492566,"share":"https://www.laohu8.com/m/news/1113829354?lang=zh_CN&edition=full","pubTime":"2021-12-14 22:36","market":"us","language":"en","title":"Tesla fell over 3% in morning trading as Musk sold another $907 million of Tesla Motors shares<blockquote>特斯拉早盘跌超3%马斯克再卖9.07亿美元特斯拉股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113829354","media":"Tiger Newspress","summary":"Tesla fell over 3% in morning trading as 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fell over 3% in morning trading as Musk sold another $907 million of Tesla Motors shares<blockquote>特斯拉早盘跌超3%马斯克再卖9.07亿美元特斯拉股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-14 22:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla fell over 3% in morning trading as Musk sold another $907 million of Tesla Motors shares.<img src=\"https://static.tigerbbs.com/7d0298f1521280d1da349a4757024aa2\" tg-width=\"775\" tg-height=\"558\" width=\"100%\" height=\"auto\">According to the documents, Musk sold 934,091 shares Tesla MotorsShares&nbsp;on&nbsp;Monday, valued at $906.5 million, Musk has sold about 11,966,421 shares since November 8Tesla MotorsStocks, accounting for 70.18% of its previously promised shares.</p><p><blockquote>由于马斯克又出售了价值9.07亿美元的特斯拉股票，特斯拉早盘跌超3%。文件显示，马斯克周一出售了934,091股特斯拉汽车股票，价值9.065亿美元，自11月8日以来，马斯克已出售了约11,966,421股特斯拉汽车股票，占其此前承诺股份的70.18%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113829354","content_text":"Tesla fell over 3% in morning trading as Musk sold another $907 million of Tesla Motors shares.According to the documents, Musk sold 934,091 shares Tesla MotorsShares on Monday, valued at $906.5 million, Musk has sold about 11,966,421 shares since November 8Tesla MotorsStocks, accounting for 70.18% of its previously promised shares.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604237519,"gmtCreate":1639400882093,"gmtModify":1639400885926,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604237519","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohu8.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但周二将包括金宝汤；Lennar、Accenture、FedEx、Rivian汽车和Adobe周四；周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工率。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%，不包括食品和能源的核心PPI将上涨0.4%。相比之下，10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5,000名小企业主。预期看涨期权为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议，届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%，而进口价格预计上涨0.5%。相比之下，10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%，而10月份为增长1.7%。不包括汽车在内，支出预计将增长0.8%，而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套，10月为152万套。当房屋开始挖掘时，房屋开工被计算在内。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后，经济学家预计增长0.6%。产能利用率预计为76.8，与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</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>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要事件将是美联储利率制定委员会2021年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但周二将包括金宝汤；Lennar、Accenture、FedEx、Rivian汽车和Adobe周四；周五还有达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的11月份生产者价格指数。经济学家预计整体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工率。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>金宝汤、巴恩斯集团和Avaya Holdings举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布11月份生产者价格指数。市场普遍预计环比上涨0.55%，不包括食品和能源的核心PPI将上涨0.4%。相比之下，10月份的增幅分别为0.6%和0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5,000名小企业主。预期看涨期权为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束了为期两天的会议，届时政策制定者将讨论加快缩减月度证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%，而进口价格预计上涨0.5%。相比之下，10月份的涨幅分别为1.5%和1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了12月份NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11月份零售支出报告。预计经季节调整后零售额环比增长0.7%，而10月份为增长1.7%。不包括汽车在内，支出预计将增长0.8%，而上一时期为1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。季调后成屋开工年率料为156.3万套，10月为152万套。当房屋开始挖掘时，房屋开工被计算在内。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议记录。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继10月份增长1.6%后，经济学家预计增长0.6%。产能利用率预计为76.8，与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants和Quanex Building Products在评级举办收益会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCS":"Steelcase Inc.",".DJI":"道琼斯","LEN":"莱纳建筑公司","FDX":"联邦快递",".SPX":"S&P 500 Index","JILL":"J.Jill Inc.","ADBE":"Adobe","HEI":"海科航空",".IXIC":"NASDAQ Composite","RIVN":"Rivian Automotive, Inc.","CPB":"金宝汤","DRI":"达登饭店","PHX":"潘汉德尔油气","ACN":"埃森哲"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{"JILL":0.9,".DJI":0.9,"PHX":0.9,"ADBE":0.9,"ACN":0.9,"AVYA":0.9,"LEN":0.9,"RIVN":0.9,"HEI":0.9,"FDX":0.9,".IXIC":0.9,".SPX":0.9,"CPB":0.9,"SCS":0.9,"DRI":0.9}},"isVote":1,"tweetType":1,"viewCount":3587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604237648,"gmtCreate":1639400868195,"gmtModify":1639400872034,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604237648","repostId":"1161576842","repostType":4,"repost":{"id":"1161576842","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639400492,"share":"https://www.laohu8.com/m/news/1161576842?lang=zh_CN&edition=full","pubTime":"2021-12-13 21:01","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161576842","media":"Tiger Newspress","summary":"U.S. stock-index futures pointed to muted gains for major indexes ahead of a busy week of central-ba","content":"<p>U.S.&nbsp;stock-index futures pointed to muted gains for major indexes ahead of a busy week of central-bank decisions in major economies.</p><p><blockquote>美国股指期货显示，在主要经济体央行决策繁忙的一周之前，主要股指涨幅温和。</blockquote></p><p> At 8:00 a.m. ET, S&amp;P 500 e-minis were up 11.25 points, or 0.24%, Nasdaq 100 e-minis were up 67 points, or 0.41%, and Dow e-minis were up 24 points, or 0.07%.<img src=\"https://static.tigerbbs.com/2db870f3d308c4d0618dd8c4333e65dd\" tg-width=\"1080\" tg-height=\"383\" referrerpolicy=\"no-referrer\">The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>截至美国东部时间上午8:00，标普500 e-minis上涨11.25点，涨幅0.24%，纳斯达克100 e-minis上涨67点，涨幅0.41%，道指e-minis上涨24点，涨幅0.07%。关键的通胀数据是在美联储本周举行为期两天的政策会议之前发布的，预计政策制定者将在会上讨论加快结束债券购买计划。</blockquote></p><p> Fed Chair Jerome Powell, as well as&nbsp;a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及一系列美联储发言人最近都表示，美联储可能会比目前的2022年6月时间表更早结束每月1200亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to&nbsp;take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>马克·海菲尔表示：“我们相信，尽管额外的波动仍然是一个风险，但市场可以继续从容应对更高的通胀数据。由于美联储政策保持相对宽松，股市的背景仍然是积极的，我们看好全球增长的赢家。”瑞银全球财富管理首席投资官。</blockquote></p><p> As of Sunday, the&nbsp;U.S. was approaching&nbsp;800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日，美国。与冠状病毒相关的死亡人数接近80万。这种新变种促使一些政府官员恢复健康限制以减缓传播。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/HOG\">Harley-Davidson</a></b>– The motorcycle maker’s stock surged 11.7% in the premarket after it announced that it is merging its “Livewire” electric motorcycle unit with a special purpose acquisition company. Livewire will have an enterprise value of about $1.8 billion and will trade on the New York Stock Exchange under the ticker symbol “LVW.”</p><p><blockquote><b><a href=\"https://laohu8.com/S/HOG\">哈雷-戴维森</a></b>–这家摩托车制造商宣布将其“Livewire”电动摩托车部门与一家特殊目的收购公司合并后，其股价在盘前飙升11.7%。Livewire的企业价值约为18亿美元，将在纽约证券交易所交易，股票代码为“LVW”。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> </b>– <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> rose 1.4% in the premarket while <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> jumped 4.4% after&nbsp;a new Israeli study&nbsp;showed that a booster shot from their Covid-19 vaccine provided strong protection against severe illness from the omicron variant. <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>’s pre-market gains were trimmed following news of its deal to acquire Arena Pharmaceuticals.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>–<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>盘前上涨1.4%<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>以色列的一项新研究表明，他们的新冠肺炎疫苗加强注射可以为预防奥密克戎变种引起的严重疾病提供强有力的保护，这一数字跃升了4.4%。<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>在收购Arena Pharmaceuticals的消息传出后，该公司的盘前涨幅被削减。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals</a> </b>– The drugmaker&nbsp;agreed to be acquired by <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>&nbsp;for $100 per share in cash, or about $6.7 billion. Arena soared 93.1% in premarket trading following news of the transaction.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ARNA\">Arena制药公司</a></b>-制药商同意被收购<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>每股现金100美元，约合67亿美元。交易消息传出后，Arena在盘前交易中飙升93.1%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PTON\">Peloton Interactive, Inc.</a></b> – The fitness equipment maker rebounded 2.6% in premarket action after falling 7% over the past three sessions. Pelotonreleased an ad&nbsp;featuring actor Chris Noth promoting the value of the company’s equipment, after his character’s death in the “Sex and the City” reboot following a Peloton ride.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PTON\">佩洛顿互动公司。</a></b>-这家健身器材制造商在过去三个交易日下跌7%后，在盘前反弹2.6%。Peloton发布了一则由演员克里斯·诺斯(Chris Noth)主演的广告，宣传该公司设备的价值，此前他的角色在《欲望都市》重启中乘坐Peloton后去世。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> </b>– The discount retailer’s stock fell 1% in premarket trading after activist investor Mantle Ridge announced its intention to try to replace the entire Dollar Tree board. Dollar Tree called the move “unwarrantedly aggressive” and said it had offered to explore a settlement with Mantle Ridge, which owns 5.7% of Dollar Tree.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DLTR\">美元树</a></b>–在激进投资者Mantle Ridge宣布打算尝试更换整个Dollar Tree董事会后，这家折扣零售商的股价在盘前交易中下跌1%。Dollar Tree称此举“毫无根据的咄咄逼人”，并表示已提出与拥有Dollar Tree 5.7%股份的Mantle Ridge寻求和解。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>– <a href=\"https://laohu8.com/S/AAPL\">Apple</a> rose 1.1% in the premarket after J.P. Morgan Securities raised its price target for the stock to a Street-high of $210 per share from $180 a share, and reiterated it as a top pick going into 2022.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>–<a href=\"https://laohu8.com/S/AAPL\">苹果</a>摩根大通证券将该股目标价从每股180美元上调至每股210美元的华尔街高点，并重申其是2022年的首选，该股盘前上涨1.1%。</blockquote></p><p> Nasdaq-100 additions – Stocks being added to the index as of Monday, December 20, rose in premarket trading following news of their inclusion. The stocks include&nbsp;<b><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></b>, up 2.7%;<b><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a></b> , up 2.1%;<b><a href=\"https://laohu8.com/S/FTNT\">Fortinet</a></b> , up 3.7%;<b><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a></b>, up 5.9%;<b><a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a></b>, up 3.4%; and&nbsp;<b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b>, up 3.1%.</p><p><blockquote>纳斯达克100指数成分股——截至12月20日星期一，被纳入该指数的股票在纳入该指数的消息传出后，在盘前交易中上涨。股票包括<b><a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a></b>，上涨2.7%；<b><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a></b>，上涨2.1%；<b><a href=\"https://laohu8.com/S/FTNT\">Fortinet</a></b>，上涨3.7%；<b><a href=\"https://laohu8.com/S/LCID\">Lucid集团公司</a></b>，上涨5.9%；<b><a href=\"https://laohu8.com/S/ZS\">Zscaler公司。</a></b>，上涨3.4%；和<b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b>，上涨3.1%。</blockquote></p><p> Nasdaq-100 subtractions – Stocks being replaced in the Nasdaq-100 include&nbsp;<b><a href=\"https://laohu8.com/S/CDW\">CDW Corp</a></b> , down 1.8% in the premarket;<b><a href=\"https://laohu8.com/S/FOXA\">Fox Corporation Class A</a></b> , down 2.2%;<b><a href=\"https://laohu8.com/S/CERN\">Cerner</a></b> , down 1.8%;<b><a href=\"https://laohu8.com/S/CHKP\">Check Point</a></b> , down 1.1%;<b><a href=\"https://laohu8.com/S/TCOM\">Trip.com Group Limited</a></b> , down 1.2%; and&nbsp;<b><a href=\"https://laohu8.com/S/INCY\">Incyte</a></b>, down 0.6%.</p><p><blockquote>纳斯达克100指数减法-纳斯达克100指数中被替换的股票包括<b><a href=\"https://laohu8.com/S/CDW\">CDW公司</a></b>，盘前跌1.8%；<b><a href=\"https://laohu8.com/S/FOXA\">福克斯公司A级</a></b>，下跌2.2%；<b><a href=\"https://laohu8.com/S/CERN\">塞尔纳</a></b>，下跌1.8%；<b><a href=\"https://laohu8.com/S/CHKP\">检查点</a></b>，下跌1.1%；<b><a href=\"https://laohu8.com/S/TCOM\">携程集团有限公司</a></b>，下跌1.2%；和<b><a href=\"https://laohu8.com/S/INCY\">Incyte</a></b>，下跌0.6%。</blockquote></p><p></p><p> <b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> – The electric vehicle maker’s stock rose 1.9% in the premarket following news that its R1T had been named&nbsp;Motor Trend’s truck of the year, beating out entries from Ford, GM and Hyundai.</p><p><blockquote><b><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a></b>–有消息称其R1T击败福特、通用汽车和现代，被《Motor Trend》评为年度卡车，该电动汽车制造商的股价在盘前上涨1.9%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-13 21:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S.&nbsp;stock-index futures pointed to muted gains for major indexes ahead of a busy week of central-bank decisions in major economies.</p><p><blockquote>美国股指期货显示，在主要经济体央行决策繁忙的一周之前，主要股指涨幅温和。</blockquote></p><p> At 8:00 a.m. ET, S&amp;P 500 e-minis were up 11.25 points, or 0.24%, Nasdaq 100 e-minis were up 67 points, or 0.41%, and Dow e-minis were up 24 points, or 0.07%.<img src=\"https://static.tigerbbs.com/2db870f3d308c4d0618dd8c4333e65dd\" tg-width=\"1080\" tg-height=\"383\" referrerpolicy=\"no-referrer\">The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>截至美国东部时间上午8:00，标普500 e-minis上涨11.25点，涨幅0.24%，纳斯达克100 e-minis上涨67点，涨幅0.41%，道指e-minis上涨24点，涨幅0.07%。关键的通胀数据是在美联储本周举行为期两天的政策会议之前发布的，预计政策制定者将在会上讨论加快结束债券购买计划。</blockquote></p><p> Fed Chair Jerome Powell, as well as&nbsp;a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及一系列美联储发言人最近都表示，美联储可能会比目前的2022年6月时间表更早结束每月1200亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to&nbsp;take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>马克·海菲尔表示：“我们相信，尽管额外的波动仍然是一个风险，但市场可以继续从容应对更高的通胀数据。由于美联储政策保持相对宽松，股市的背景仍然是积极的，我们看好全球增长的赢家。”瑞银全球财富管理首席投资官。</blockquote></p><p> As of Sunday, the&nbsp;U.S. was approaching&nbsp;800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日，美国。与冠状病毒相关的死亡人数接近80万。这种新变种促使一些政府官员恢复健康限制以减缓传播。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/HOG\">Harley-Davidson</a></b>– The motorcycle maker’s stock surged 11.7% in the premarket after it announced that it is merging its “Livewire” electric motorcycle unit with a special purpose acquisition company. Livewire will have an enterprise value of about $1.8 billion and will trade on the New York Stock Exchange under the ticker symbol “LVW.”</p><p><blockquote><b><a href=\"https://laohu8.com/S/HOG\">哈雷-戴维森</a></b>–这家摩托车制造商宣布将其“Livewire”电动摩托车部门与一家特殊目的收购公司合并后，其股价在盘前飙升11.7%。Livewire的企业价值约为18亿美元，将在纽约证券交易所交易，股票代码为“LVW”。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> </b>– <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> rose 1.4% in the premarket while <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> jumped 4.4% after&nbsp;a new Israeli study&nbsp;showed that a booster shot from their Covid-19 vaccine provided strong protection against severe illness from the omicron variant. <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>’s pre-market gains were trimmed following news of its deal to acquire Arena Pharmaceuticals.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>–<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>盘前上涨1.4%<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>以色列的一项新研究表明，他们的新冠肺炎疫苗加强注射可以为预防奥密克戎变种引起的严重疾病提供强有力的保护，这一数字跃升了4.4%。<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>在收购Arena Pharmaceuticals的消息传出后，该公司的盘前涨幅被削减。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ARNA\">Arena Pharmaceuticals</a> </b>– The drugmaker&nbsp;agreed to be acquired by <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>&nbsp;for $100 per share in cash, or about $6.7 billion. Arena soared 93.1% in premarket trading following news of the transaction.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ARNA\">Arena制药公司</a></b>-制药商同意被收购<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>每股现金100美元，约合67亿美元。交易消息传出后，Arena在盘前交易中飙升93.1%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PTON\">Peloton Interactive, Inc.</a></b> – The fitness equipment maker rebounded 2.6% in premarket action after falling 7% over the past three sessions. Pelotonreleased an ad&nbsp;featuring actor Chris Noth promoting the value of the company’s equipment, after his character’s death in the “Sex and the City” reboot following a Peloton ride.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PTON\">佩洛顿互动公司。</a></b>-这家健身器材制造商在过去三个交易日下跌7%后，在盘前反弹2.6%。Peloton发布了一则由演员克里斯·诺斯(Chris Noth)主演的广告，宣传该公司设备的价值，此前他的角色在《欲望都市》重启中乘坐Peloton后去世。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> </b>– The discount retailer’s stock fell 1% in premarket trading after activist investor Mantle Ridge announced its intention to try to replace the entire Dollar Tree board. Dollar Tree called the move “unwarrantedly aggressive” and said it had offered to explore a settlement with Mantle Ridge, which owns 5.7% of Dollar Tree.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DLTR\">美元树</a></b>–在激进投资者Mantle Ridge宣布打算尝试更换整个Dollar Tree董事会后，这家折扣零售商的股价在盘前交易中下跌1%。Dollar Tree称此举“毫无根据的咄咄逼人”，并表示已提出与拥有Dollar Tree 5.7%股份的Mantle Ridge寻求和解。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>– <a href=\"https://laohu8.com/S/AAPL\">Apple</a> rose 1.1% in the premarket after J.P. Morgan Securities raised its price target for the stock to a Street-high of $210 per share from $180 a share, and reiterated it as a top pick going into 2022.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>–<a href=\"https://laohu8.com/S/AAPL\">苹果</a>摩根大通证券将该股目标价从每股180美元上调至每股210美元的华尔街高点，并重申其是2022年的首选，该股盘前上涨1.1%。</blockquote></p><p> Nasdaq-100 additions – Stocks being added to the index as of Monday, December 20, rose in premarket trading following news of their inclusion. The stocks include&nbsp;<b><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></b>, up 2.7%;<b><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a></b> , up 2.1%;<b><a href=\"https://laohu8.com/S/FTNT\">Fortinet</a></b> , up 3.7%;<b><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a></b>, up 5.9%;<b><a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a></b>, up 3.4%; and&nbsp;<b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b>, up 3.1%.</p><p><blockquote>纳斯达克100指数成分股——截至12月20日星期一，被纳入该指数的股票在纳入该指数的消息传出后，在盘前交易中上涨。股票包括<b><a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a></b>，上涨2.7%；<b><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a></b>，上涨2.1%；<b><a href=\"https://laohu8.com/S/FTNT\">Fortinet</a></b>，上涨3.7%；<b><a href=\"https://laohu8.com/S/LCID\">Lucid集团公司</a></b>，上涨5.9%；<b><a href=\"https://laohu8.com/S/ZS\">Zscaler公司。</a></b>，上涨3.4%；和<b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b>，上涨3.1%。</blockquote></p><p> Nasdaq-100 subtractions – Stocks being replaced in the Nasdaq-100 include&nbsp;<b><a href=\"https://laohu8.com/S/CDW\">CDW Corp</a></b> , down 1.8% in the premarket;<b><a href=\"https://laohu8.com/S/FOXA\">Fox Corporation Class A</a></b> , down 2.2%;<b><a href=\"https://laohu8.com/S/CERN\">Cerner</a></b> , down 1.8%;<b><a href=\"https://laohu8.com/S/CHKP\">Check Point</a></b> , down 1.1%;<b><a href=\"https://laohu8.com/S/TCOM\">Trip.com Group Limited</a></b> , down 1.2%; and&nbsp;<b><a href=\"https://laohu8.com/S/INCY\">Incyte</a></b>, down 0.6%.</p><p><blockquote>纳斯达克100指数减法-纳斯达克100指数中被替换的股票包括<b><a href=\"https://laohu8.com/S/CDW\">CDW公司</a></b>，盘前跌1.8%；<b><a href=\"https://laohu8.com/S/FOXA\">福克斯公司A级</a></b>，下跌2.2%；<b><a href=\"https://laohu8.com/S/CERN\">塞尔纳</a></b>，下跌1.8%；<b><a href=\"https://laohu8.com/S/CHKP\">检查点</a></b>，下跌1.1%；<b><a href=\"https://laohu8.com/S/TCOM\">携程集团有限公司</a></b>，下跌1.2%；和<b><a href=\"https://laohu8.com/S/INCY\">Incyte</a></b>，下跌0.6%。</blockquote></p><p></p><p> <b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> – The electric vehicle maker’s stock rose 1.9% in the premarket following news that its R1T had been named&nbsp;Motor Trend’s truck of the year, beating out entries from Ford, GM and Hyundai.</p><p><blockquote><b><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a></b>–有消息称其R1T击败福特、通用汽车和现代，被《Motor Trend》评为年度卡车，该电动汽车制造商的股价在盘前上涨1.9%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCOM":"携程网","ZS":"Zscaler Inc.",".IXIC":"NASDAQ Composite","PANW":"Palo Alto Networks",".SPX":"S&P 500 Index","HOG":"哈雷戴维森","ABNB":"爱彼迎","AAPL":"苹果","ARNA":"阿里那","FTNT":"飞塔信息","CHKP":"Check Point软件科技","RIVN":"Rivian Automotive, Inc.",".DJI":"道琼斯","BNTX":"BioNTech SE","DDOG":"Datadog","INCY":"因塞特医疗","LCID":"Lucid Group Inc","CDW":"CDW Corporation","FOXA":"福克斯-A","CERN":"美国塞纳","PTON":"Peloton Interactive, Inc.","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161576842","content_text":"U.S. stock-index futures pointed to muted gains for major indexes ahead of a busy week of central-bank decisions in major economies.\nAt 8:00 a.m. ET, S&P 500 e-minis were up 11.25 points, or 0.24%, Nasdaq 100 e-minis were up 67 points, or 0.41%, and Dow e-minis were up 24 points, or 0.07%.The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.\nFed Chair Jerome Powell, as well as a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.\n“We believe markets can continue to take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.\nAs of Sunday, the U.S. was approaching 800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.\nStocks making the biggest moves premarket: \nHarley-Davidson– The motorcycle maker’s stock surged 11.7% in the premarket after it announced that it is merging its “Livewire” electric motorcycle unit with a special purpose acquisition company. Livewire will have an enterprise value of about $1.8 billion and will trade on the New York Stock Exchange under the ticker symbol “LVW.”\nPfizer,BioNTech SE – Pfizer rose 1.4% in the premarket while BioNTech SE jumped 4.4% after a new Israeli study showed that a booster shot from their Covid-19 vaccine provided strong protection against severe illness from the omicron variant. Pfizer’s pre-market gains were trimmed following news of its deal to acquire Arena Pharmaceuticals.\nArena Pharmaceuticals – The drugmaker agreed to be acquired by Pfizer for $100 per share in cash, or about $6.7 billion. Arena soared 93.1% in premarket trading following news of the transaction.\nPeloton Interactive, Inc. – The fitness equipment maker rebounded 2.6% in premarket action after falling 7% over the past three sessions. Pelotonreleased an ad featuring actor Chris Noth promoting the value of the company’s equipment, after his character’s death in the “Sex and the City” reboot following a Peloton ride.\nDollar Tree – The discount retailer’s stock fell 1% in premarket trading after activist investor Mantle Ridge announced its intention to try to replace the entire Dollar Tree board. Dollar Tree called the move “unwarrantedly aggressive” and said it had offered to explore a settlement with Mantle Ridge, which owns 5.7% of Dollar Tree.\nApple – Apple rose 1.1% in the premarket after J.P. Morgan Securities raised its price target for the stock to a Street-high of $210 per share from $180 a share, and reiterated it as a top pick going into 2022.\nNasdaq-100 additions – Stocks being added to the index as of Monday, December 20, rose in premarket trading following news of their inclusion. The stocks include Palo Alto Networks, up 2.7%;Airbnb, Inc. , up 2.1%;Fortinet , up 3.7%;Lucid Group Inc, up 5.9%;Zscaler Inc., up 3.4%; and Datadog, up 3.1%.\nNasdaq-100 subtractions – Stocks being replaced in the Nasdaq-100 include CDW Corp , down 1.8% in the premarket;Fox Corporation Class A , down 2.2%;Cerner , down 1.8%;Check Point , down 1.1%;Trip.com Group Limited , down 1.2%; and Incyte, down 0.6%.\nRivian Automotive, Inc. – The electric vehicle maker’s stock rose 1.9% in the premarket following news that its R1T had been named Motor Trend’s truck of the year, beating out entries from Ford, GM and Hyundai.","news_type":1,"symbols_score_info":{"ARNA":0.9,"INCY":0.9,"ZS":0.9,"PFE":0.9,"PANW":0.9,"PTON":0.9,"DDOG":0.9,"FTNT":0.9,"FOXA":0.9,"CHKP":0.9,"RIVN":0.9,"ABNB":0.9,".SPX":0.9,"AAPL":0.9,".DJI":0.9,"CERN":0.9,"LCID":0.9,"CDW":0.9,".IXIC":0.9,"TCOM":0.9,"HOG":0.9,"BNTX":0.9}},"isVote":1,"tweetType":1,"viewCount":4120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605708462,"gmtCreate":1639237194542,"gmtModify":1639237195426,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605708462","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":3106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605937736,"gmtCreate":1639100578008,"gmtModify":1639100582583,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605937736","repostId":"2190964556","repostType":4,"isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602548788,"gmtCreate":1639047737454,"gmtModify":1639047741077,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602548788","repostId":"1192937541","repostType":4,"repost":{"id":"1192937541","kind":"news","pubTimestamp":1639045976,"share":"https://www.laohu8.com/m/news/1192937541?lang=zh_CN&edition=full","pubTime":"2021-12-09 18:32","market":"us","language":"en","title":"U.S. Stock Futures Wobble on Omicron Restrictions<blockquote>美国股指期货因奥密克戎限制而波动</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192937541","media":"Wall Street Journal","summary":"U.S. stock futures edged down as investors assessed the latest headlines on restrictions to limit th","content":"<p>U.S. stock futures edged down as investors assessed the latest headlines on restrictions to limit the spread of the Omicron variant.</p><p><blockquote>由于投资者评估了有关限制奥密克戎变种传播的限制措施的最新头条新闻，美国股指期货小幅下跌。</blockquote></p><p> Futures tied to the S&amp;P 500 retreated 0.3% Thursday, suggesting the broad-market index is set to pull back moderately after&nbsp;closing up 0.3% Wednesday. Dow Jones Industrial Average futures also slid 0.3% and Nasdaq-100 futures ticked down 0.2%.</p><p><blockquote>与标普500相关的期货周四下跌0.3%，表明大盘指数在周三收盘上涨0.3%后将小幅回调。道琼斯工业平均指数期货也下跌0.3%，纳斯达克100指数期货下跌0.2%。</blockquote></p><p> Stocks have swung in recent weeks, buffeted by conflicting headlines on the Omicron coronavirus variant and mixed signals on the health of the economy. Investors are still awaiting further data on the strain’s severity and vaccine efficacy. Some pharmaceutical companies including&nbsp;Pfizer&nbsp;and&nbsp;Glaxo&nbsp;Smith&nbsp;Kline&nbsp;have said this week that their shot and antibody treatment appears to work in early-stage studies.</p><p><blockquote>最近几周，受有关奥密克戎冠状病毒变种的相互矛盾的头条新闻和有关经济健康状况的混合信号的打击，股市出现波动。投资者仍在等待有关该毒株严重程度和疫苗效力的进一步数据。包括辉瑞和葛兰素史克在内的一些制药公司本周表示，他们的疫苗和抗体治疗在早期研究中似乎有效。</blockquote></p><p> European governments have moved to tighten restrictions, spurring concerns about setbacks to the economic recovery. U.K. Prime Minister Johnson outlined a new&nbsp;work-from-home mandate&nbsp;and mask guidelines on Wednesday evening. A study released by a Japanese scientist said the variant was four times more transmissible than the Delta strain.</p><p><blockquote>欧洲各国政府已采取行动收紧限制，引发人们对经济复苏受挫的担忧。英国首相约翰逊周三晚上概述了新的在家工作规定和口罩指南。日本科学家发布的一项研究称，该变种的传播力是德尔塔毒株的四倍。</blockquote></p><p> “There’s still a lot we don’t know, we’re waiting for details to emerge,” said Arun Sai, a multi-asset strategist at Pictet Asset Management. On restrictions, “as long as it’s temporary, it doesn’t completely derail the recovery. We now know the playbook. We’re talking about a one or two quarter postponement of a recovery in services, that’s the critical element that’s at risk here.”</p><p><blockquote>百达资产管理公司(Pictet Asset Management)多资产策略师阿伦·赛(Arun Sai)表示：“还有很多事情我们不知道，我们正在等待细节的出现。”关于限制，“只要是暂时的，就不会完全破坏复苏。我们现在知道了剧本。我们谈论的是服务业复苏推迟一两个季度，这是这里面临风险的关键因素。”</blockquote></p><p> The yield on the benchmark 10-year Treasury note edged down to 1.494% Thursday from 1.508% Wednesday.</p><p><blockquote>基准10年期国债收益率从周三的1.508%小幅降至周四的1.494%。</blockquote></p><p> China’s producer-price index showed a&nbsp;12.9% increase in November&nbsp;from a year earlier, a decline from the previous month but still more than economists expected. Consumer prices also rose.</p><p><blockquote>11月份中国生产者价格指数同比上涨12.消费价格也有所上涨。</blockquote></p><p> “Factory gate prices only showed modest signs of slowing,” which may signal that higher inflation will remain in place in the coming months, said Michael Hewson, a chief markets analyst at CMC Markets. China’s producer prices drive consumer prices around the world, he added.</p><p><blockquote>CMC Markets首席市场分析师迈克尔·休森(Michael Hewson)表示，“出厂价格仅显示出温和放缓的迹象”，这可能表明未来几个月通胀将持续走高。他补充说，中国的生产者价格推动了世界各地的消费者价格。</blockquote></p><p> In Asia, major benchmarks were mixed. The Shanghai Composite Index advanced 1%, while Hong Kong’s Hang Seng Index climbed 1.1%. Japan’s Nikkei 225 slid 0.5%, boosted by gains in technology stocks.</p><p><blockquote>在亚洲，主要基准涨跌互现。上证综合指数上涨1%，恒生指数上涨1.1%。受科技股上涨提振，日本日经225指数下跌0.5%。</blockquote></p><p> In Europe, the pan-continental Stoxx Europe 600 ticked up 0.2%. Rolls Royce shares declined 4.4% after the company released an update that showed it had a long way to go before meeting its cash-flow target and which will depend on international travel being allowed, Mr. Hewson said.</p><p><blockquote>在欧洲，泛大陆斯托克欧洲600指数上涨0.2%。休森表示，劳斯莱斯发布更新后，该公司股价下跌4.4%，该公司距离实现现金流目标还有很长的路要走，这将取决于是否允许国际旅行。</blockquote></p><p> In the U.S., cloud-computing firmOracle,&nbsp;network company&nbsp;Broadcom&nbsp;and wholesaler Costco are set to report Thursday after market close. Popular meme stock&nbsp;GameStop&nbsp;declined 3.2% in off-hours trading after the company posted earnings that showed a&nbsp;widening loss last quarter.</p><p><blockquote>在美国，云计算公司甲骨文、网络公司博通和批发商好市多将于周四收盘后发布报告。热门模因股票游戏驿站在盘后交易中下跌3.2%，此前该公司公布的财报显示上季度亏损扩大。</blockquote></p><p> “Earnings have been strong overall, it’s a really positive underlying driver for equity markets,” said Kiran Ganesh, a multi-asset strategist at UBS Global Wealth Management.</p><p><blockquote>瑞银全球财富管理多资产策略师基兰·加内什(Kiran Ganesh)表示：“整体盈利强劲，这对股市来说是一个非常积极的潜在驱动因素。”</blockquote></p><p> Shares of&nbsp;Amazon.com&nbsp;declined 0.2% premarket after the Italian government fined it $1.3 billion for&nbsp;alleged abuse of market dominance. The European Union is also investigating the e-commerce giant in a similar antitrust case.</p><p><blockquote>亚马逊股价盘前下跌0.2%，此前意大利政府因涉嫌滥用市场支配地位对其处以13亿美元罚款。欧盟也在类似的反垄断案件中调查这家电子商务巨头。</blockquote></p><p> Fresh data on U.S. jobless claims, a proxy for layoffs, is set to go out at 8:30 a.m. ET. Economists are forecasting that the level will remain near pandemic lows. It has come close to the pre-pandemic average in recent weeks in a sign that the labor market is improving.</p><p><blockquote>代表裁员的美国初请失业金人数的最新数据将于美国东部时间上午8:30公布。经济学家预测，这一水平将保持在疫情低点附近。最近几周已接近大流行前的平均水平，表明劳动力市场正在改善。</blockquote></p><p> Oil prices wavered between small gains and losses. Global benchmark Brent crude declined 0.2% and traded at $75.61 a barrel. It has risen more than 8% this week, lifted by early indications that the Omicron variant may not weigh on energy demand as much as feared, according to analysts at ANZ.</p><p><blockquote>油价在小幅涨跌之间波动。全球基准布伦特原油下跌0.2%，至每桶75.61美元。澳新银行分析师表示，由于早期迹象表明奥密克戎变种可能不会像人们担心的那样对能源需求造成压力，本周该股已上涨超过8%。</blockquote></p><p> Bitcoin reversed direction after four days of gains, slipping 2% from its level at 5 p.m. Wednesday. It traded below $50,000, a 28% drop from its record high set in November.</p><p><blockquote>比特币在连续四天上涨后逆转方向，较下午5点的水平下跌2%。星期三。其交易价格低于50,000美元，较11月份创下的历史高点下跌了28%。</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>U.S. Stock Futures Wobble on Omicron Restrictions<blockquote>美国股指期货因奥密克戎限制而波动</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\">\nU.S. Stock Futures Wobble on Omicron Restrictions<blockquote>美国股指期货因奥密克戎限制而波动</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-12-09 18:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures edged down as investors assessed the latest headlines on restrictions to limit the spread of the Omicron variant.</p><p><blockquote>由于投资者评估了有关限制奥密克戎变种传播的限制措施的最新头条新闻，美国股指期货小幅下跌。</blockquote></p><p> Futures tied to the S&amp;P 500 retreated 0.3% Thursday, suggesting the broad-market index is set to pull back moderately after&nbsp;closing up 0.3% Wednesday. Dow Jones Industrial Average futures also slid 0.3% and Nasdaq-100 futures ticked down 0.2%.</p><p><blockquote>与标普500相关的期货周四下跌0.3%，表明大盘指数在周三收盘上涨0.3%后将小幅回调。道琼斯工业平均指数期货也下跌0.3%，纳斯达克100指数期货下跌0.2%。</blockquote></p><p> Stocks have swung in recent weeks, buffeted by conflicting headlines on the Omicron coronavirus variant and mixed signals on the health of the economy. Investors are still awaiting further data on the strain’s severity and vaccine efficacy. Some pharmaceutical companies including&nbsp;Pfizer&nbsp;and&nbsp;Glaxo&nbsp;Smith&nbsp;Kline&nbsp;have said this week that their shot and antibody treatment appears to work in early-stage studies.</p><p><blockquote>最近几周，受有关奥密克戎冠状病毒变种的相互矛盾的头条新闻和有关经济健康状况的混合信号的打击，股市出现波动。投资者仍在等待有关该毒株严重程度和疫苗效力的进一步数据。包括辉瑞和葛兰素史克在内的一些制药公司本周表示，他们的疫苗和抗体治疗在早期研究中似乎有效。</blockquote></p><p> European governments have moved to tighten restrictions, spurring concerns about setbacks to the economic recovery. U.K. Prime Minister Johnson outlined a new&nbsp;work-from-home mandate&nbsp;and mask guidelines on Wednesday evening. A study released by a Japanese scientist said the variant was four times more transmissible than the Delta strain.</p><p><blockquote>欧洲各国政府已采取行动收紧限制，引发人们对经济复苏受挫的担忧。英国首相约翰逊周三晚上概述了新的在家工作规定和口罩指南。日本科学家发布的一项研究称，该变种的传播力是德尔塔毒株的四倍。</blockquote></p><p> “There’s still a lot we don’t know, we’re waiting for details to emerge,” said Arun Sai, a multi-asset strategist at Pictet Asset Management. On restrictions, “as long as it’s temporary, it doesn’t completely derail the recovery. We now know the playbook. We’re talking about a one or two quarter postponement of a recovery in services, that’s the critical element that’s at risk here.”</p><p><blockquote>百达资产管理公司(Pictet Asset Management)多资产策略师阿伦·赛(Arun Sai)表示：“还有很多事情我们不知道，我们正在等待细节的出现。”关于限制，“只要是暂时的，就不会完全破坏复苏。我们现在知道了剧本。我们谈论的是服务业复苏推迟一两个季度，这是这里面临风险的关键因素。”</blockquote></p><p> The yield on the benchmark 10-year Treasury note edged down to 1.494% Thursday from 1.508% Wednesday.</p><p><blockquote>基准10年期国债收益率从周三的1.508%小幅降至周四的1.494%。</blockquote></p><p> China’s producer-price index showed a&nbsp;12.9% increase in November&nbsp;from a year earlier, a decline from the previous month but still more than economists expected. Consumer prices also rose.</p><p><blockquote>11月份中国生产者价格指数同比上涨12.消费价格也有所上涨。</blockquote></p><p> “Factory gate prices only showed modest signs of slowing,” which may signal that higher inflation will remain in place in the coming months, said Michael Hewson, a chief markets analyst at CMC Markets. China’s producer prices drive consumer prices around the world, he added.</p><p><blockquote>CMC Markets首席市场分析师迈克尔·休森(Michael Hewson)表示，“出厂价格仅显示出温和放缓的迹象”，这可能表明未来几个月通胀将持续走高。他补充说，中国的生产者价格推动了世界各地的消费者价格。</blockquote></p><p> In Asia, major benchmarks were mixed. The Shanghai Composite Index advanced 1%, while Hong Kong’s Hang Seng Index climbed 1.1%. Japan’s Nikkei 225 slid 0.5%, boosted by gains in technology stocks.</p><p><blockquote>在亚洲，主要基准涨跌互现。上证综合指数上涨1%，恒生指数上涨1.1%。受科技股上涨提振，日本日经225指数下跌0.5%。</blockquote></p><p> In Europe, the pan-continental Stoxx Europe 600 ticked up 0.2%. Rolls Royce shares declined 4.4% after the company released an update that showed it had a long way to go before meeting its cash-flow target and which will depend on international travel being allowed, Mr. Hewson said.</p><p><blockquote>在欧洲，泛大陆斯托克欧洲600指数上涨0.2%。休森表示，劳斯莱斯发布更新后，该公司股价下跌4.4%，该公司距离实现现金流目标还有很长的路要走，这将取决于是否允许国际旅行。</blockquote></p><p> In the U.S., cloud-computing firmOracle,&nbsp;network company&nbsp;Broadcom&nbsp;and wholesaler Costco are set to report Thursday after market close. Popular meme stock&nbsp;GameStop&nbsp;declined 3.2% in off-hours trading after the company posted earnings that showed a&nbsp;widening loss last quarter.</p><p><blockquote>在美国，云计算公司甲骨文、网络公司博通和批发商好市多将于周四收盘后发布报告。热门模因股票游戏驿站在盘后交易中下跌3.2%，此前该公司公布的财报显示上季度亏损扩大。</blockquote></p><p> “Earnings have been strong overall, it’s a really positive underlying driver for equity markets,” said Kiran Ganesh, a multi-asset strategist at UBS Global Wealth Management.</p><p><blockquote>瑞银全球财富管理多资产策略师基兰·加内什(Kiran Ganesh)表示：“整体盈利强劲，这对股市来说是一个非常积极的潜在驱动因素。”</blockquote></p><p> Shares of&nbsp;Amazon.com&nbsp;declined 0.2% premarket after the Italian government fined it $1.3 billion for&nbsp;alleged abuse of market dominance. The European Union is also investigating the e-commerce giant in a similar antitrust case.</p><p><blockquote>亚马逊股价盘前下跌0.2%，此前意大利政府因涉嫌滥用市场支配地位对其处以13亿美元罚款。欧盟也在类似的反垄断案件中调查这家电子商务巨头。</blockquote></p><p> Fresh data on U.S. jobless claims, a proxy for layoffs, is set to go out at 8:30 a.m. ET. Economists are forecasting that the level will remain near pandemic lows. It has come close to the pre-pandemic average in recent weeks in a sign that the labor market is improving.</p><p><blockquote>代表裁员的美国初请失业金人数的最新数据将于美国东部时间上午8:30公布。经济学家预测，这一水平将保持在疫情低点附近。最近几周已接近大流行前的平均水平，表明劳动力市场正在改善。</blockquote></p><p> Oil prices wavered between small gains and losses. Global benchmark Brent crude declined 0.2% and traded at $75.61 a barrel. It has risen more than 8% this week, lifted by early indications that the Omicron variant may not weigh on energy demand as much as feared, according to analysts at ANZ.</p><p><blockquote>油价在小幅涨跌之间波动。全球基准布伦特原油下跌0.2%，至每桶75.61美元。澳新银行分析师表示，由于早期迹象表明奥密克戎变种可能不会像人们担心的那样对能源需求造成压力，本周该股已上涨超过8%。</blockquote></p><p> Bitcoin reversed direction after four days of gains, slipping 2% from its level at 5 p.m. Wednesday. It traded below $50,000, a 28% drop from its record high set in November.</p><p><blockquote>比特币在连续四天上涨后逆转方向，较下午5点的水平下跌2%。星期三。其交易价格低于50,000美元，较11月份创下的历史高点下跌了28%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-09-2021-11639038586?mod=markets_lead_pos4\">Wall Street Journal</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.wsj.com/articles/global-stock-markets-dow-update-12-09-2021-11639038586?mod=markets_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192937541","content_text":"U.S. stock futures edged down as investors assessed the latest headlines on restrictions to limit the spread of the Omicron variant.\nFutures tied to the S&P 500 retreated 0.3% Thursday, suggesting the broad-market index is set to pull back moderately after closing up 0.3% Wednesday. Dow Jones Industrial Average futures also slid 0.3% and Nasdaq-100 futures ticked down 0.2%.\nStocks have swung in recent weeks, buffeted by conflicting headlines on the Omicron coronavirus variant and mixed signals on the health of the economy. Investors are still awaiting further data on the strain’s severity and vaccine efficacy. Some pharmaceutical companies including Pfizer and Glaxo Smith Kline have said this week that their shot and antibody treatment appears to work in early-stage studies.\nEuropean governments have moved to tighten restrictions, spurring concerns about setbacks to the economic recovery. U.K. Prime Minister Johnson outlined a new work-from-home mandate and mask guidelines on Wednesday evening. A study released by a Japanese scientist said the variant was four times more transmissible than the Delta strain.\n“There’s still a lot we don’t know, we’re waiting for details to emerge,” said Arun Sai, a multi-asset strategist at Pictet Asset Management. On restrictions, “as long as it’s temporary, it doesn’t completely derail the recovery. We now know the playbook. We’re talking about a one or two quarter postponement of a recovery in services, that’s the critical element that’s at risk here.”\nThe yield on the benchmark 10-year Treasury note edged down to 1.494% Thursday from 1.508% Wednesday.\nChina’s producer-price index showed a 12.9% increase in November from a year earlier, a decline from the previous month but still more than economists expected. Consumer prices also rose.\n“Factory gate prices only showed modest signs of slowing,” which may signal that higher inflation will remain in place in the coming months, said Michael Hewson, a chief markets analyst at CMC Markets. China’s producer prices drive consumer prices around the world, he added.\nIn Asia, major benchmarks were mixed. The Shanghai Composite Index advanced 1%, while Hong Kong’s Hang Seng Index climbed 1.1%. Japan’s Nikkei 225 slid 0.5%, boosted by gains in technology stocks.\nIn Europe, the pan-continental Stoxx Europe 600 ticked up 0.2%. Rolls Royce shares declined 4.4% after the company released an update that showed it had a long way to go before meeting its cash-flow target and which will depend on international travel being allowed, Mr. Hewson said.\nIn the U.S., cloud-computing firmOracle, network company Broadcom and wholesaler Costco are set to report Thursday after market close. Popular meme stock GameStop declined 3.2% in off-hours trading after the company posted earnings that showed a widening loss last quarter.\n“Earnings have been strong overall, it’s a really positive underlying driver for equity markets,” said Kiran Ganesh, a multi-asset strategist at UBS Global Wealth Management.\nShares of Amazon.com declined 0.2% premarket after the Italian government fined it $1.3 billion for alleged abuse of market dominance. The European Union is also investigating the e-commerce giant in a similar antitrust case.\nFresh data on U.S. jobless claims, a proxy for layoffs, is set to go out at 8:30 a.m. ET. Economists are forecasting that the level will remain near pandemic lows. It has come close to the pre-pandemic average in recent weeks in a sign that the labor market is improving.\nOil prices wavered between small gains and losses. Global benchmark Brent crude declined 0.2% and traded at $75.61 a barrel. It has risen more than 8% this week, lifted by early indications that the Omicron variant may not weigh on energy demand as much as feared, according to analysts at ANZ.\nBitcoin reversed direction after four days of gains, slipping 2% from its level at 5 p.m. Wednesday. It traded below $50,000, a 28% drop from its record high set in November.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606051977,"gmtCreate":1638802664451,"gmtModify":1638802665198,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606051977","repostId":"1151061798","repostType":4,"repost":{"id":"1151061798","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638802296,"share":"https://www.laohu8.com/m/news/1151061798?lang=zh_CN&edition=full","pubTime":"2021-12-06 22:51","market":"us","language":"en","title":"Alibaba stock jumped 7% in morning trading<blockquote>阿里巴巴-SW股价早盘上涨7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151061798","media":"Tiger Newspress","summary":"Alibaba stock jumped 7% in morning trading afer the company overhauled e-commerce businesses and nam","content":"<p>Alibaba stock jumped&nbsp;7% in morning trading&nbsp;afer&nbsp;the&nbsp;company&nbsp;overhauled e-commerce businesses&nbsp;and&nbsp;named new CFO.</p><p><blockquote>在阿里巴巴-SW彻底改革电子商务业务并任命新首席财务官后，该公司股价在早盘交易中上涨7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0155455070ae9f5524078c679415af94\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Alibaba Group Holding Ltd&nbsp;said it will reorganise its international and domestic e-commerce businesses and replace its CFO.</p><p><blockquote>阿里巴巴-SW集团控股有限公司表示，将重组其国际和国内电子商务业务，并更换首席财务官。</blockquote></p><p> It will form two new units - international digital commerce and China digital commerce which it said was part of efforts to become more agile and accelerate growth.</p><p><blockquote>它将成立两个新部门——国际数字商务和中国数字商务，该公司表示，这是变得更加敏捷和加速增长的努力的一部分。</blockquote></p><p> The international digital commerce unit will include AliExpress which sells to retail buyers particularly in Europe and South America, its Southeast Asian e-commerce business Lazada and Alibaba.com which is more focused on selling to overseas business customers.</p><p><blockquote>国际数字商务部门将包括全球速卖通（主要向欧洲和南美的零售买家销售产品）、东南亚电子商务业务Lazada和阿里巴巴（更专注于向海外商业客户销售产品）。</blockquote></p><p> It will be headed by Jiang Fan, who had been in charge of its main Chinese retail marketplaces, and the change is seen in line with Alibaba's aim to make 'globalisation' a key focus area in addition to cloud computing and domestic consumer spending.</p><p><blockquote>该公司将由曾负责其主要中国零售市场的蒋凡领导，这一变化被认为符合阿里巴巴-SW的目标，即将“全球化”作为除云计算和国内消费者支出之外的一个重点关注领域。</blockquote></p><p> The China digital commerce unit will include Alibaba's two main marketplaces, Tmall for established brands and Taobao which welcomes all kinds of merchants. It will be led by Trudy Dai, who has previously overseen a number of Alibaba platforms.</p><p><blockquote>中国数字商务部门将包括阿里巴巴-SW的两个主要市场，面向知名品牌的天猫和欢迎各种商家的淘宝。它将由Trudy Dai领导，她此前曾监管过许多阿里巴巴-SW平台。</blockquote></p><p> Alibaba also announced that deputy chief financial officer Toby Xu will succeed Maggie Wu as CFO from April, describing his appointment as part of the company's leadership succession plan. Xu joined Alibaba from PWC three years ago.</p><p><blockquote>阿里巴巴-SW还宣布，副首席财务官Toby Xu将从4月份起接替Maggie Wu担任首席财务官，并称他的任命是公司领导层继任计划的一部分。徐三年前从普华永道加入阿里巴巴-SW。</blockquote></p><p> Hit by weaker growth for the economy and fierce competition from a plethora of rivals, Alibaba last month slashed its&nbsp;forecast for annual revenue growth&nbsp;to its slowest pace since its 2014 stock market debut. It also saw sales at its banner event, online shopping festival Singles Day, grow at&nbsp;their slowest rate ever.</p><p><blockquote>受经济增长疲软和众多竞争对手激烈竞争的打击，阿里巴巴-SW上个月将年收入增长预期下调至2014年上市以来的最低水平。该公司的旗舰活动“光棍节”的销售额也以有史以来最慢的速度增长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba stock jumped 7% in morning trading<blockquote>阿里巴巴-SW股价早盘上涨7%</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\">\nAlibaba stock jumped 7% in morning trading<blockquote>阿里巴巴-SW股价早盘上涨7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 22:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba stock jumped&nbsp;7% in morning trading&nbsp;afer&nbsp;the&nbsp;company&nbsp;overhauled e-commerce businesses&nbsp;and&nbsp;named new CFO.</p><p><blockquote>在阿里巴巴-SW彻底改革电子商务业务并任命新首席财务官后，该公司股价在早盘交易中上涨7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0155455070ae9f5524078c679415af94\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Alibaba Group Holding Ltd&nbsp;said it will reorganise its international and domestic e-commerce businesses and replace its CFO.</p><p><blockquote>阿里巴巴-SW集团控股有限公司表示，将重组其国际和国内电子商务业务，并更换首席财务官。</blockquote></p><p> It will form two new units - international digital commerce and China digital commerce which it said was part of efforts to become more agile and accelerate growth.</p><p><blockquote>它将成立两个新部门——国际数字商务和中国数字商务，该公司表示，这是变得更加敏捷和加速增长的努力的一部分。</blockquote></p><p> The international digital commerce unit will include AliExpress which sells to retail buyers particularly in Europe and South America, its Southeast Asian e-commerce business Lazada and Alibaba.com which is more focused on selling to overseas business customers.</p><p><blockquote>国际数字商务部门将包括全球速卖通（主要向欧洲和南美的零售买家销售产品）、东南亚电子商务业务Lazada和阿里巴巴（更专注于向海外商业客户销售产品）。</blockquote></p><p> It will be headed by Jiang Fan, who had been in charge of its main Chinese retail marketplaces, and the change is seen in line with Alibaba's aim to make 'globalisation' a key focus area in addition to cloud computing and domestic consumer spending.</p><p><blockquote>该公司将由曾负责其主要中国零售市场的蒋凡领导，这一变化被认为符合阿里巴巴-SW的目标，即将“全球化”作为除云计算和国内消费者支出之外的一个重点关注领域。</blockquote></p><p> The China digital commerce unit will include Alibaba's two main marketplaces, Tmall for established brands and Taobao which welcomes all kinds of merchants. It will be led by Trudy Dai, who has previously overseen a number of Alibaba platforms.</p><p><blockquote>中国数字商务部门将包括阿里巴巴-SW的两个主要市场，面向知名品牌的天猫和欢迎各种商家的淘宝。它将由Trudy Dai领导，她此前曾监管过许多阿里巴巴-SW平台。</blockquote></p><p> Alibaba also announced that deputy chief financial officer Toby Xu will succeed Maggie Wu as CFO from April, describing his appointment as part of the company's leadership succession plan. Xu joined Alibaba from PWC three years ago.</p><p><blockquote>阿里巴巴-SW还宣布，副首席财务官Toby Xu将从4月份起接替Maggie Wu担任首席财务官，并称他的任命是公司领导层继任计划的一部分。徐三年前从普华永道加入阿里巴巴-SW。</blockquote></p><p> Hit by weaker growth for the economy and fierce competition from a plethora of rivals, Alibaba last month slashed its&nbsp;forecast for annual revenue growth&nbsp;to its slowest pace since its 2014 stock market debut. It also saw sales at its banner event, online shopping festival Singles Day, grow at&nbsp;their slowest rate ever.</p><p><blockquote>受经济增长疲软和众多竞争对手激烈竞争的打击，阿里巴巴-SW上个月将年收入增长预期下调至2014年上市以来的最低水平。该公司的旗舰活动“光棍节”的销售额也以有史以来最慢的速度增长。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151061798","content_text":"Alibaba stock jumped 7% in morning trading afer the company overhauled e-commerce businesses and named new CFO.\n\nAlibaba Group Holding Ltd said it will reorganise its international and domestic e-commerce businesses and replace its CFO.\nIt will form two new units - international digital commerce and China digital commerce which it said was part of efforts to become more agile and accelerate growth.\nThe international digital commerce unit will include AliExpress which sells to retail buyers particularly in Europe and South America, its Southeast Asian e-commerce business Lazada and Alibaba.com which is more focused on selling to overseas business customers.\nIt will be headed by Jiang Fan, who had been in charge of its main Chinese retail marketplaces, and the change is seen in line with Alibaba's aim to make 'globalisation' a key focus area in addition to cloud computing and domestic consumer spending.\nThe China digital commerce unit will include Alibaba's two main marketplaces, Tmall for established brands and Taobao which welcomes all kinds of merchants. It will be led by Trudy Dai, who has previously overseen a number of Alibaba platforms.\nAlibaba also announced that deputy chief financial officer Toby Xu will succeed Maggie Wu as CFO from April, describing his appointment as part of the company's leadership succession plan. Xu joined Alibaba from PWC three years ago.\nHit by weaker growth for the economy and fierce competition from a plethora of rivals, Alibaba last month slashed its forecast for annual revenue growth to its slowest pace since its 2014 stock market debut. It also saw sales at its banner event, online shopping festival Singles Day, grow at their slowest rate ever.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608602491,"gmtCreate":1638699565084,"gmtModify":1638699565466,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608602491","repostId":"2189576203","repostType":4,"isVote":1,"tweetType":1,"viewCount":2975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608927392,"gmtCreate":1638602497413,"gmtModify":1638602497792,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608927392","repostId":"1174181873","repostType":4,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohu8.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，预计将有四起IPO筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>Nu控股</b>(NU)计划以411亿美元的市值筹集25亿美元。这家巴西纯在线银行成立于2013年，名为Nubank，旨在推出具有移动优先客户体验的免费信用卡产品，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，尽管随着客户群的增长，每个客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP)计划以140亿美元的市值筹集11亿美元。这家风险投资支持的公司提供了一套解决方案，可标准化和自动化大规模云基础设施的配置、保护、连接和运行。尽管HashiCorp表现出快速增长和粘性客户群，但由于S&amp;M支出，HashiCorp非常无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI)计划以2.96亿美元的市值筹集1.06亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资由商业房地产担保的第一抵押贷款和另类结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AUST)计划以6400万美元的市值筹集1500万美元。这家加拿大黄金勘探公司目前拥有位于内华达州的四处地产的权益，目前只有一处地产被认为是重要的。迄今为止，奥斯汀黄金尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</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\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国IPO周：数字银行和云基础设施引领IPO周4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，预计将有四起IPO筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>Nu控股</b>(NU)计划以411亿美元的市值筹集25亿美元。这家巴西纯在线银行成立于2013年，名为Nubank，旨在推出具有移动优先客户体验的免费信用卡产品，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，尽管随着客户群的增长，每个客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP)计划以140亿美元的市值筹集11亿美元。这家风险投资支持的公司提供了一套解决方案，可标准化和自动化大规模云基础设施的配置、保护、连接和运行。尽管HashiCorp表现出快速增长和粘性客户群，但由于S&amp;M支出，HashiCorp非常无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI)计划以2.96亿美元的市值筹集1.06亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资由商业房地产担保的第一抵押贷款和另类结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AUST)计划以6400万美元的市值筹集1500万美元。这家加拿大黄金勘探公司目前拥有位于内华达州的四处地产的权益，目前只有一处地产被认为是重要的。迄今为止，奥斯汀黄金尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"REFI":"Chicago Atlantic Real Estate Finance, Inc.","HCP":"HashiCorp, Inc.","NU":"Nu Holdings Ltd."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.","news_type":1,"symbols_score_info":{"HCP":0.9,"REFI":0.9,"NU":0.9}},"isVote":1,"tweetType":1,"viewCount":3060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601854029,"gmtCreate":1638513519582,"gmtModify":1638513519953,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601854029","repostId":"1124792869","repostType":4,"repost":{"id":"1124792869","kind":"news","pubTimestamp":1638511321,"share":"https://www.laohu8.com/m/news/1124792869?lang=zh_CN&edition=full","pubTime":"2021-12-03 14:02","market":"us","language":"en","title":"Fed's Mester says Omicron threatens to stoke U.S. inflation - FT<blockquote>美联储梅斯特表示奥密克戎有可能加剧美国通胀-英国《金融时报》</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124792869","media":"Reuters","summary":"The Omicron coronavirus variant threatens to fuel soaring inflation in the United States by further ","content":"<p>The Omicron coronavirus variant threatens to fuel soaring inflation in the United States by further pressuring supply chains and worsening worker shortages, Cleveland Federal Reserve Bank President Loretta Mester&nbsp;told the Financial Times.</p><p><blockquote>克里夫兰联邦储备银行行长洛雷塔·梅斯特对英国《金融时报》表示，奥密克戎冠状病毒变种可能会进一步给供应链带来压力，加剧工人短缺，从而加剧美国通胀飙升。</blockquote></p><p> \"If it turns out to be a bad variant it could exacerbate the upward price pressures we've seen from the supply-chain problems,\" Mester told the paper in an&nbsp;interview&nbsp;on Thursday.</p><p><blockquote>梅斯特在周四接受该报采访时表示：“如果事实证明它是一种糟糕的变体，可能会加剧我们因供应链问题而面临的价格上涨压力。”</blockquote></p><p> \"The fear of the virus is still one of the factors holding people back from re-entering the labour force,\" Mester said, adding that there was a risk that if the new variant were more virulent than Delta the people who have lost or quit their jobs during the pandemic would continue to stay at home.</p><p><blockquote>梅斯特说：“对病毒的恐惧仍然是阻碍人们重新进入劳动力市场的因素之一。”他补充说，如果新变种比达美病毒更具毒性，那么失去或辞职的人就有可能在大流行期间继续呆在家里。</blockquote></p><p> Earlier this week, Federal Reserve Chair Jerome Powell said that the U.S. central bank needs to be ready to respond to the possibility that inflation may not recede in the second half of next year as most forecasters currently expect.</p><p><blockquote>本周早些时候，美联储主席杰罗姆·鲍威尔表示，美联储需要做好准备，应对通胀可能不会像大多数预测者目前预期的那样在明年下半年消退的可能性。</blockquote></p><p> \"We have to entertain the risk that those persistently high numbers of inflation could become more embedded,\" Mester said. \"It's really about giving us the optionality . . . to make moves on the interest rate path.\"</p><p><blockquote>梅斯特表示：“我们必须接受持续高企的通胀可能会变得更加根深蒂固的风险。”“这实际上是让我们可以选择……在利率路径上采取行动。”</blockquote></p><p> Mester added that said she would support at least one rate increase next year, and that two might be \"appropriate\".</p><p><blockquote>梅斯特补充说，她将支持明年至少加息一次，两次可能是“合适的”。</blockquote></p><p> Still, the economy is better at dealing with these variants, she said, adding that demand side effects have eased, but supply side effects remain.</p><p><blockquote>她表示，尽管如此，经济在应对这些变化方面做得更好，并补充说需求副作用已经缓解，但供应副作用仍然存在。</blockquote></p><p> Mester will have a vote on the Fed's policy-setting committee in 2022.</p><p><blockquote>梅斯特将在2022年对美联储政策制定委员会进行投票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Mester says Omicron threatens to stoke U.S. inflation - FT<blockquote>美联储梅斯特表示奥密克戎有可能加剧美国通胀-英国《金融时报》</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\">\nFed's Mester says Omicron threatens to stoke U.S. inflation - FT<blockquote>美联储梅斯特表示奥密克戎有可能加剧美国通胀-英国《金融时报》</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-03 14:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Omicron coronavirus variant threatens to fuel soaring inflation in the United States by further pressuring supply chains and worsening worker shortages, Cleveland Federal Reserve Bank President Loretta Mester&nbsp;told the Financial Times.</p><p><blockquote>克里夫兰联邦储备银行行长洛雷塔·梅斯特对英国《金融时报》表示，奥密克戎冠状病毒变种可能会进一步给供应链带来压力，加剧工人短缺，从而加剧美国通胀飙升。</blockquote></p><p> \"If it turns out to be a bad variant it could exacerbate the upward price pressures we've seen from the supply-chain problems,\" Mester told the paper in an&nbsp;interview&nbsp;on Thursday.</p><p><blockquote>梅斯特在周四接受该报采访时表示：“如果事实证明它是一种糟糕的变体，可能会加剧我们因供应链问题而面临的价格上涨压力。”</blockquote></p><p> \"The fear of the virus is still one of the factors holding people back from re-entering the labour force,\" Mester said, adding that there was a risk that if the new variant were more virulent than Delta the people who have lost or quit their jobs during the pandemic would continue to stay at home.</p><p><blockquote>梅斯特说：“对病毒的恐惧仍然是阻碍人们重新进入劳动力市场的因素之一。”他补充说，如果新变种比达美病毒更具毒性，那么失去或辞职的人就有可能在大流行期间继续呆在家里。</blockquote></p><p> Earlier this week, Federal Reserve Chair Jerome Powell said that the U.S. central bank needs to be ready to respond to the possibility that inflation may not recede in the second half of next year as most forecasters currently expect.</p><p><blockquote>本周早些时候，美联储主席杰罗姆·鲍威尔表示，美联储需要做好准备，应对通胀可能不会像大多数预测者目前预期的那样在明年下半年消退的可能性。</blockquote></p><p> \"We have to entertain the risk that those persistently high numbers of inflation could become more embedded,\" Mester said. \"It's really about giving us the optionality . . . to make moves on the interest rate path.\"</p><p><blockquote>梅斯特表示：“我们必须接受持续高企的通胀可能会变得更加根深蒂固的风险。”“这实际上是让我们可以选择……在利率路径上采取行动。”</blockquote></p><p> Mester added that said she would support at least one rate increase next year, and that two might be \"appropriate\".</p><p><blockquote>梅斯特补充说，她将支持明年至少加息一次，两次可能是“合适的”。</blockquote></p><p> Still, the economy is better at dealing with these variants, she said, adding that demand side effects have eased, but supply side effects remain.</p><p><blockquote>她表示，尽管如此，经济在应对这些变化方面做得更好，并补充说需求副作用已经缓解，但供应副作用仍然存在。</blockquote></p><p> Mester will have a vote on the Fed's policy-setting committee in 2022.</p><p><blockquote>梅斯特将在2022年对美联储政策制定委员会进行投票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/us/omicron-threatens-stoke-us-inflation-top-fed-official-warns-ft-2021-12-03/\">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":{},"source_url":"https://www.reuters.com/markets/us/omicron-threatens-stoke-us-inflation-top-fed-official-warns-ft-2021-12-03/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124792869","content_text":"The Omicron coronavirus variant threatens to fuel soaring inflation in the United States by further pressuring supply chains and worsening worker shortages, Cleveland Federal Reserve Bank President Loretta Mester told the Financial Times.\n\"If it turns out to be a bad variant it could exacerbate the upward price pressures we've seen from the supply-chain problems,\" Mester told the paper in an interview on Thursday.\n\"The fear of the virus is still one of the factors holding people back from re-entering the labour force,\" Mester said, adding that there was a risk that if the new variant were more virulent than Delta the people who have lost or quit their jobs during the pandemic would continue to stay at home.\nEarlier this week, Federal Reserve Chair Jerome Powell said that the U.S. central bank needs to be ready to respond to the possibility that inflation may not recede in the second half of next year as most forecasters currently expect.\n\"We have to entertain the risk that those persistently high numbers of inflation could become more embedded,\" Mester said. \"It's really about giving us the optionality . . . to make moves on the interest rate path.\"\nMester added that said she would support at least one rate increase next year, and that two might be \"appropriate\".\nStill, the economy is better at dealing with these variants, she said, adding that demand side effects have eased, but supply side effects remain.\nMester will have a vote on the Fed's policy-setting committee in 2022.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603117478,"gmtCreate":1638373257624,"gmtModify":1638373269167,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/603117478","repostId":"1116584621","repostType":4,"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609270695,"gmtCreate":1638288786587,"gmtModify":1638288786995,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609270695","repostId":"2187817235","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600439486,"gmtCreate":1638184179798,"gmtModify":1638184184640,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600439486","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>将经济恢复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&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;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&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;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月为-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>将经济恢复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&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;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&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;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月为-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":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600109144,"gmtCreate":1638077916642,"gmtModify":1638077981526,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600109144","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600057077,"gmtCreate":1638019599937,"gmtModify":1638019600303,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600057077","repostId":"2186344334","repostType":4,"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877197329,"gmtCreate":1637895747597,"gmtModify":1637895747965,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877197329","repostId":"2186553390","repostType":4,"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877094860,"gmtCreate":1637837017932,"gmtModify":1637837018276,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877094860","repostId":"2185354679","repostType":4,"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874309425,"gmtCreate":1637725739947,"gmtModify":1637725740299,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874309425","repostId":"1157370015","repostType":4,"repost":{"id":"1157370015","kind":"news","pubTimestamp":1637725151,"share":"https://www.laohu8.com/m/news/1157370015?lang=zh_CN&edition=full","pubTime":"2021-11-24 11:39","market":"us","language":"en","title":"These 3 No-Brainer Stocks Are Leading the Market This Quarter. Can You Still Buy?<blockquote>这三只显而易见的股票在本季度引领市场。还能买吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157370015","media":"Motley Fool","summary":"Not all red-hot stocks are inherently too dangerous to touch, if you're willing to keep an eye on them for early signs of trouble.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>The EV industry is having a \"moment.\" Investors, however, may be thinking too aggressively too soon.</li>  <li>At least one video game is aging well, keeping and even growing gamers' interest for years now.</li>  <li>Some short squeezes simply put good stock stories on investors' radars.</li> </ul> </p><p><blockquote><ul><li>电动汽车行业正在迎来一个“时刻”。然而，投资者可能过早地过于激进地思考。</li><li>至少有一款视频游戏正在成熟，多年来一直保持甚至增长游戏玩家的兴趣。</li><li>一些轧空只是让好的股票故事引起了投资者的注意。</li></ul></blockquote></p><p> A market-beating performance is usually the sort of thing investors want to see in a prospective purchase. But how much is too much? The bigger the gain, the greater the potential for a profit-taking-fueled pullback.</p><p><blockquote>跑赢市场的表现通常是投资者希望在潜在购买中看到的。但是多少才算多呢？涨幅越大，获利了结引发的回调的可能性就越大。</blockquote></p><p> Sometimes, though, hyper-bullish stocks just continue rallying.</p><p><blockquote>不过，有时超级看涨的股票会继续上涨。</blockquote></p><p> With that as the backdrop, here's a rundown of three of the market's hottest stocks -- as measured by raw performance -- since the quarter began in October. As intimidating as these gains may be, that doesn't necessarily disqualify these companies as new picks for your portfolio.</p><p><blockquote>以此为背景，以下是自10月份本季度开始以来市场上最热门的三只股票（以原始表现衡量）的概要。尽管这些收益可能令人生畏，但这并不一定会取消这些公司作为您投资组合新选择的资格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/332261b9b1d63567ee696f77603f9fdc\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Lucid Group</b></p><p><blockquote><b>1.Lucid集团</b></blockquote></p><p> <b>Quarter-to-date (QTD) stock price gain:</b>142%</p><p><blockquote><b>季度迄今(QTD)股价涨幅：</b>142%</blockquote></p><p> It's been a big year for the&nbsp;electric vehicle&nbsp;(EV) industry as well as for the stocks associated with it.<b>Lucid Group</b>&nbsp;(NASDAQ:LCID)&nbsp;has been no exception. After going public via aspecial purpose acquisition company(SPAC) deal and then seeing that stock soar (then crash) in the wake of the development, shares of this outfit finally found their groove beginning in mid-October. The company's first-ever deliveries of battery-powered vehicles account for most of the huge stock-price advance.</p><p><blockquote>对于电动汽车（EV）行业以及与之相关的股票来说，今年是重要的一年。<b>Lucid集团</b>（纳斯达克：LCID）也不例外。在通过特殊目的收购公司(SPAC)交易上市，然后看到该股在事态发展后飙升（然后暴跌）后，该公司的股价终于在10月中旬开始找到了最佳状态。该公司首次交付的电池驱动汽车是股价大幅上涨的主要原因。</blockquote></p><p> Still, the euphoria has pushed the stock to a wild valuation. Looking past this year's inaugural revenue and instead looking toward the $1.74 billion top line analysts anticipate for 2022, this still-in-the-red outfit sporting a market cap of $77 billion is valued at a stunning 44.5 times its projected revenue.</p><p><blockquote>尽管如此，这种兴奋情绪仍将该股推至疯狂的估值。回顾今年的首次收入，转而关注分析师预计的2022年17.4亿美元的营收，这家市值为770亿美元的仍处于亏损状态的公司的估值是其预计收入的44.5倍，令人震惊。</blockquote></p><p> For perspective, the&nbsp;<b>S&amp;P 500</b>'s current price/sales ratio stands at 3.2</p><p><blockquote>对于透视，<b>标普500</b>目前的市销率为3.2</blockquote></p><p> It may not be quite as crazy as it seems on the surface. Investors clearly believe that this company, like so many before it, will grow into its currently frothy valuation, particularly now that EVs are fully mainstreamed even if they're not yet widely owned. The fact of the matter is, however, that all of these buyers are aiming at a long-term target they just can't see.</p><p><blockquote>这可能并不像表面上看起来那么疯狂。投资者显然相信，这家公司，就像之前的许多公司一样，将发展到目前的泡沫估值，特别是现在电动汽车已完全主流化，即使它们尚未被广泛拥有。然而，事实是，所有这些买家都瞄准了一个他们看不到的长期目标。</blockquote></p><p> <b>Buy or wait?</b>It's not the sort of holding you can step into with the intention of not keeping tabs on it on a daily basis. It's not even the kind of stock most of the buy-and-hold blue-chip crowd needs to consider, even if they are willing to check in on it on a regular basis. For the more active speculator though, right now, the 50/50 risk is fairly balanced by the potential reward.</p><p><blockquote><b>买还是等？</b>这不是那种你可以带着不每天关注它的意图进入的持有。它甚至不是大多数买入并持有的蓝筹股人群需要考虑的股票，即使他们愿意定期查看它。不过，对于更活跃的投机者来说，目前50/50的风险与潜在回报相当平衡。</blockquote></p><p> <b>2. Roblox</b></p><p><blockquote><b>2.Roblox</b></blockquote></p><p> <b>QTD stock price gain:</b>71.3%</p><p><blockquote><b>QTD股价涨幅：</b>71.3%</blockquote></p><p> In case you didn't know,<b>Roblox</b>&nbsp;(NYSE:RBLX)&nbsp;is a video game platform. Players can create their own gaming environment, in fact, and then allow other gamers to play in that particular virtual world. These world creators can even charge those other players for online access to their unique version of the game!</p><p><blockquote>以防你不知道，<b>Roblox</b>（纽约证券交易所代码：RBLX）是一个视频游戏平台。事实上，玩家可以创建自己的游戏环境，然后允许其他玩家在那个特定的虚拟世界中玩。这些世界创造者甚至可以向其他玩家收取在线访问他们独特版本游戏的费用！</blockquote></p><p> While the Roblox game and platform itself has been around since 2006, the stock's relatively new. The company only completed its IPO in March, and though it's been a good performer since then, the bulk of its gain to date has only materialized since earlier this month when the company announced its earning&nbsp;stopped third-quarter estimates.</p><p><blockquote>虽然Roblox游戏和平台本身自2006年就已存在，但该股相对较新。该公司于3月份才完成首次公开募股，尽管此后表现良好，但迄今为止的大部分收益直到本月早些时候该公司宣布第三季度盈利停止预期才得以实现。</blockquote></p><p> Roblox ramped up its popularity during the pandemic as kids were stuck at home looking for things to entertain themselves with. As it turns out, kids are still playing plenty despite returning to school during the quarter in question. Game-play sessions improved by 28%, more than doubling revenue. That's impressive engagement considering that the platform has been around for 15 years; fickle gamers tend to forever be on the hunt for something new.</p><p><blockquote>Roblox在疫情期间越来越受欢迎，因为孩子们被困在家里寻找娱乐的东西。事实证明，尽管孩子们在这个季度回到了学校，但他们仍然经常玩耍。游戏会话增加了28%，收入增加了一倍多。考虑到该平台已经存在了15年，这是一个令人印象深刻的参与度；善变的游戏玩家往往永远在寻找新的东西。</blockquote></p><p> <b>Buy or wait?</b>As is the case with Lucid, reasonable investors rightfully expect to pay a stiff premium for Roblox. It doesn't entirely matter, though, since the company's backstory is likely to continue broadly supporting this premium despite the recent run-up ... the difference between investing and speculating.</p><p><blockquote><b>买还是等？</b>与Lucid的情况一样，理性的投资者理所当然地期望为Roblox支付高额溢价。不过，这并不完全重要，因为尽管最近有所上涨，但该公司的背景故事可能会继续广泛支持这一溢价……投资和投机的区别。</blockquote></p><p> Still, even by speculative standards, the risk of a near-term pullback seems a bit too high right now. What started out on Monday as another strong daily gain quickly turned into a loss. This sweeping reversal is a subtle hint that many of the recent buyers stand ready to lock in their profits and drive the stock lower as a result. Better to wait for a pullback if you're eyeing a trade here.</p><p><blockquote>尽管如此，即使按照投机标准，近期回调的风险目前似乎也有点过高。周一开始的又一次强劲的每日上涨很快就变成了亏损。这种彻底的逆转是一个微妙的暗示，表明许多最近的买家已准备好锁定利润，从而压低股价。如果您正在考虑在这里进行交易，最好等待回调。</blockquote></p><p> <b>3. Avis Budget Group</b></p><p><blockquote><b>3.Avis预算组</b></blockquote></p><p> <b>QTD stock price gain:</b>163%</p><p><blockquote><b>QTD股价涨幅：</b>163%</blockquote></p><p></p><p> Finally, share prices of car rental company&nbsp;<b>Avis Budget Group</b>&nbsp;(NASDAQ:CAR)&nbsp;are currently up 163% since the end of the third quarter, with most of that gain being made in one day. The stock jumped 108% on Nov. 2 after the organization released solid third-quarter numbers in addition to announcing it would be adding a bunch of EVs to its fleet of rental cars; the latter appeared to be more of a catalyst than the former. Shares cooled off for a few days after that, but have been heating up again since the middle of the month.</p><p><blockquote>最后，汽车租赁公司的股价<b>Avis Budget Group</b>（纳斯达克：CAR）自第三季度末以来已上涨163%，其中大部分涨幅是在一天内实现的。11月2日，该组织发布了稳健的第三季度数据，并宣布将在其租赁车队中增加一批电动汽车，该股股价上涨108%；后者似乎比前者更像是一种催化剂。此后几天股价降温，但自本月中旬以来再次升温。</blockquote></p><p> As enticing as the action might be, there's a big asterisk next to it -- the huge one-day gain is mostly the result of a&nbsp;short squeeze, which is the forced buying of the stock from panicked short-sellers who want to cut their losses. That's because it's not necessarily a hint that this company has suddenly proven its mettle.</p><p><blockquote>尽管这一行动可能很诱人，但旁边有一个大星号——单日的巨大涨幅主要是轧空的结果，轧空是恐慌的卖空者为了减少损失而被迫购买股票。这是因为这并不一定暗示这家公司突然证明了自己的勇气。</blockquote></p><p> <b>Buy or wait?</b>Credit has to be given where it's due. Avis Budget Group is coming out of the pandemic with a vengeance. Last quarter's net income and earnings before interest, taxation, depreciation, and amortization (EBITDA) were both record-breaking, boosted by a modest recovery in travel. While the short squeeze resulted in exaggerated bullishness, shares were already marching higher in anticipation of confirmation of this recovery. The rekindled rally that's taken shape in the meantime is rooted in the same, regardless of the prospects for another short squeeze.</p><p><blockquote><b>买还是等？</b>该表扬的地方必须给予表扬。Avis Budget Group正强势走出疫情。受旅游业温和复苏的推动，上季度净利润和息税折旧摊销前利润（EBITDA）均打破纪录。虽然轧空导致了夸大的看涨情绪，但由于预期这种复苏将得到证实，股价已经走高。与此同时，无论另一次轧空的前景如何，重新点燃的反弹都植根于此。</blockquote></p><p> That's the long way of saying Avis shares are a speculative buy here, even with the recent, overheated gains setting the stage for what could be a wave of profit-taking. Just keep it on a short leash, so to speak.</p><p><blockquote>尽管最近过热的上涨为可能出现的获利了结浪潮奠定了基础，但这并不能说安飞士股票是投机性买入。可以说，把它拴在一条短皮带上。</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>These 3 No-Brainer Stocks Are Leading the Market This Quarter. Can You Still Buy?<blockquote>这三只显而易见的股票在本季度引领市场。还能买吗？</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\">\nThese 3 No-Brainer Stocks Are Leading the Market This Quarter. Can You Still Buy?<blockquote>这三只显而易见的股票在本季度引领市场。还能买吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-24 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>The EV industry is having a \"moment.\" Investors, however, may be thinking too aggressively too soon.</li>  <li>At least one video game is aging well, keeping and even growing gamers' interest for years now.</li>  <li>Some short squeezes simply put good stock stories on investors' radars.</li> </ul> </p><p><blockquote><ul><li>电动汽车行业正在迎来一个“时刻”。然而，投资者可能过早地过于激进地思考。</li><li>至少有一款视频游戏正在成熟，多年来一直保持甚至增长游戏玩家的兴趣。</li><li>一些轧空只是让好的股票故事引起了投资者的注意。</li></ul></blockquote></p><p> A market-beating performance is usually the sort of thing investors want to see in a prospective purchase. But how much is too much? The bigger the gain, the greater the potential for a profit-taking-fueled pullback.</p><p><blockquote>跑赢市场的表现通常是投资者希望在潜在购买中看到的。但是多少才算多呢？涨幅越大，获利了结引发的回调的可能性就越大。</blockquote></p><p> Sometimes, though, hyper-bullish stocks just continue rallying.</p><p><blockquote>不过，有时超级看涨的股票会继续上涨。</blockquote></p><p> With that as the backdrop, here's a rundown of three of the market's hottest stocks -- as measured by raw performance -- since the quarter began in October. As intimidating as these gains may be, that doesn't necessarily disqualify these companies as new picks for your portfolio.</p><p><blockquote>以此为背景，以下是自10月份本季度开始以来市场上最热门的三只股票（以原始表现衡量）的概要。尽管这些收益可能令人生畏，但这并不一定会取消这些公司作为您投资组合新选择的资格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/332261b9b1d63567ee696f77603f9fdc\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Lucid Group</b></p><p><blockquote><b>1.Lucid集团</b></blockquote></p><p> <b>Quarter-to-date (QTD) stock price gain:</b>142%</p><p><blockquote><b>季度迄今(QTD)股价涨幅：</b>142%</blockquote></p><p> It's been a big year for the&nbsp;electric vehicle&nbsp;(EV) industry as well as for the stocks associated with it.<b>Lucid Group</b>&nbsp;(NASDAQ:LCID)&nbsp;has been no exception. After going public via aspecial purpose acquisition company(SPAC) deal and then seeing that stock soar (then crash) in the wake of the development, shares of this outfit finally found their groove beginning in mid-October. The company's first-ever deliveries of battery-powered vehicles account for most of the huge stock-price advance.</p><p><blockquote>对于电动汽车（EV）行业以及与之相关的股票来说，今年是重要的一年。<b>Lucid集团</b>（纳斯达克：LCID）也不例外。在通过特殊目的收购公司(SPAC)交易上市，然后看到该股在事态发展后飙升（然后暴跌）后，该公司的股价终于在10月中旬开始找到了最佳状态。该公司首次交付的电池驱动汽车是股价大幅上涨的主要原因。</blockquote></p><p> Still, the euphoria has pushed the stock to a wild valuation. Looking past this year's inaugural revenue and instead looking toward the $1.74 billion top line analysts anticipate for 2022, this still-in-the-red outfit sporting a market cap of $77 billion is valued at a stunning 44.5 times its projected revenue.</p><p><blockquote>尽管如此，这种兴奋情绪仍将该股推至疯狂的估值。回顾今年的首次收入，转而关注分析师预计的2022年17.4亿美元的营收，这家市值为770亿美元的仍处于亏损状态的公司的估值是其预计收入的44.5倍，令人震惊。</blockquote></p><p> For perspective, the&nbsp;<b>S&amp;P 500</b>'s current price/sales ratio stands at 3.2</p><p><blockquote>对于透视，<b>标普500</b>目前的市销率为3.2</blockquote></p><p> It may not be quite as crazy as it seems on the surface. Investors clearly believe that this company, like so many before it, will grow into its currently frothy valuation, particularly now that EVs are fully mainstreamed even if they're not yet widely owned. The fact of the matter is, however, that all of these buyers are aiming at a long-term target they just can't see.</p><p><blockquote>这可能并不像表面上看起来那么疯狂。投资者显然相信，这家公司，就像之前的许多公司一样，将发展到目前的泡沫估值，特别是现在电动汽车已完全主流化，即使它们尚未被广泛拥有。然而，事实是，所有这些买家都瞄准了一个他们看不到的长期目标。</blockquote></p><p> <b>Buy or wait?</b>It's not the sort of holding you can step into with the intention of not keeping tabs on it on a daily basis. It's not even the kind of stock most of the buy-and-hold blue-chip crowd needs to consider, even if they are willing to check in on it on a regular basis. For the more active speculator though, right now, the 50/50 risk is fairly balanced by the potential reward.</p><p><blockquote><b>买还是等？</b>这不是那种你可以带着不每天关注它的意图进入的持有。它甚至不是大多数买入并持有的蓝筹股人群需要考虑的股票，即使他们愿意定期查看它。不过，对于更活跃的投机者来说，目前50/50的风险与潜在回报相当平衡。</blockquote></p><p> <b>2. Roblox</b></p><p><blockquote><b>2.Roblox</b></blockquote></p><p> <b>QTD stock price gain:</b>71.3%</p><p><blockquote><b>QTD股价涨幅：</b>71.3%</blockquote></p><p> In case you didn't know,<b>Roblox</b>&nbsp;(NYSE:RBLX)&nbsp;is a video game platform. Players can create their own gaming environment, in fact, and then allow other gamers to play in that particular virtual world. These world creators can even charge those other players for online access to their unique version of the game!</p><p><blockquote>以防你不知道，<b>Roblox</b>（纽约证券交易所代码：RBLX）是一个视频游戏平台。事实上，玩家可以创建自己的游戏环境，然后允许其他玩家在那个特定的虚拟世界中玩。这些世界创造者甚至可以向其他玩家收取在线访问他们独特版本游戏的费用！</blockquote></p><p> While the Roblox game and platform itself has been around since 2006, the stock's relatively new. The company only completed its IPO in March, and though it's been a good performer since then, the bulk of its gain to date has only materialized since earlier this month when the company announced its earning&nbsp;stopped third-quarter estimates.</p><p><blockquote>虽然Roblox游戏和平台本身自2006年就已存在，但该股相对较新。该公司于3月份才完成首次公开募股，尽管此后表现良好，但迄今为止的大部分收益直到本月早些时候该公司宣布第三季度盈利停止预期才得以实现。</blockquote></p><p> Roblox ramped up its popularity during the pandemic as kids were stuck at home looking for things to entertain themselves with. As it turns out, kids are still playing plenty despite returning to school during the quarter in question. Game-play sessions improved by 28%, more than doubling revenue. That's impressive engagement considering that the platform has been around for 15 years; fickle gamers tend to forever be on the hunt for something new.</p><p><blockquote>Roblox在疫情期间越来越受欢迎，因为孩子们被困在家里寻找娱乐的东西。事实证明，尽管孩子们在这个季度回到了学校，但他们仍然经常玩耍。游戏会话增加了28%，收入增加了一倍多。考虑到该平台已经存在了15年，这是一个令人印象深刻的参与度；善变的游戏玩家往往永远在寻找新的东西。</blockquote></p><p> <b>Buy or wait?</b>As is the case with Lucid, reasonable investors rightfully expect to pay a stiff premium for Roblox. It doesn't entirely matter, though, since the company's backstory is likely to continue broadly supporting this premium despite the recent run-up ... the difference between investing and speculating.</p><p><blockquote><b>买还是等？</b>与Lucid的情况一样，理性的投资者理所当然地期望为Roblox支付高额溢价。不过，这并不完全重要，因为尽管最近有所上涨，但该公司的背景故事可能会继续广泛支持这一溢价……投资和投机的区别。</blockquote></p><p> Still, even by speculative standards, the risk of a near-term pullback seems a bit too high right now. What started out on Monday as another strong daily gain quickly turned into a loss. This sweeping reversal is a subtle hint that many of the recent buyers stand ready to lock in their profits and drive the stock lower as a result. Better to wait for a pullback if you're eyeing a trade here.</p><p><blockquote>尽管如此，即使按照投机标准，近期回调的风险目前似乎也有点过高。周一开始的又一次强劲的每日上涨很快就变成了亏损。这种彻底的逆转是一个微妙的暗示，表明许多最近的买家已准备好锁定利润，从而压低股价。如果您正在考虑在这里进行交易，最好等待回调。</blockquote></p><p> <b>3. Avis Budget Group</b></p><p><blockquote><b>3.Avis预算组</b></blockquote></p><p> <b>QTD stock price gain:</b>163%</p><p><blockquote><b>QTD股价涨幅：</b>163%</blockquote></p><p></p><p> Finally, share prices of car rental company&nbsp;<b>Avis Budget Group</b>&nbsp;(NASDAQ:CAR)&nbsp;are currently up 163% since the end of the third quarter, with most of that gain being made in one day. The stock jumped 108% on Nov. 2 after the organization released solid third-quarter numbers in addition to announcing it would be adding a bunch of EVs to its fleet of rental cars; the latter appeared to be more of a catalyst than the former. Shares cooled off for a few days after that, but have been heating up again since the middle of the month.</p><p><blockquote>最后，汽车租赁公司的股价<b>Avis Budget Group</b>（纳斯达克：CAR）自第三季度末以来已上涨163%，其中大部分涨幅是在一天内实现的。11月2日，该组织发布了稳健的第三季度数据，并宣布将在其租赁车队中增加一批电动汽车，该股股价上涨108%；后者似乎比前者更像是一种催化剂。此后几天股价降温，但自本月中旬以来再次升温。</blockquote></p><p> As enticing as the action might be, there's a big asterisk next to it -- the huge one-day gain is mostly the result of a&nbsp;short squeeze, which is the forced buying of the stock from panicked short-sellers who want to cut their losses. That's because it's not necessarily a hint that this company has suddenly proven its mettle.</p><p><blockquote>尽管这一行动可能很诱人，但旁边有一个大星号——单日的巨大涨幅主要是轧空的结果，轧空是恐慌的卖空者为了减少损失而被迫购买股票。这是因为这并不一定暗示这家公司突然证明了自己的勇气。</blockquote></p><p> <b>Buy or wait?</b>Credit has to be given where it's due. Avis Budget Group is coming out of the pandemic with a vengeance. Last quarter's net income and earnings before interest, taxation, depreciation, and amortization (EBITDA) were both record-breaking, boosted by a modest recovery in travel. While the short squeeze resulted in exaggerated bullishness, shares were already marching higher in anticipation of confirmation of this recovery. The rekindled rally that's taken shape in the meantime is rooted in the same, regardless of the prospects for another short squeeze.</p><p><blockquote><b>买还是等？</b>该表扬的地方必须给予表扬。Avis Budget Group正强势走出疫情。受旅游业温和复苏的推动，上季度净利润和息税折旧摊销前利润（EBITDA）均打破纪录。虽然轧空导致了夸大的看涨情绪，但由于预期这种复苏将得到证实，股价已经走高。与此同时，无论另一次轧空的前景如何，重新点燃的反弹都植根于此。</blockquote></p><p> That's the long way of saying Avis shares are a speculative buy here, even with the recent, overheated gains setting the stage for what could be a wave of profit-taking. Just keep it on a short leash, so to speak.</p><p><blockquote>尽管最近过热的上涨为可能出现的获利了结浪潮奠定了基础，但这并不能说安飞士股票是投机性买入。可以说，把它拴在一条短皮带上。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/23/these-3-no-brainer-stocks-are-leading-the-market-t/\">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":{"LCID":"Lucid Group Inc","RBLX":"Roblox Corporation","CAR":"安飞士"},"source_url":"https://www.fool.com/investing/2021/11/23/these-3-no-brainer-stocks-are-leading-the-market-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157370015","content_text":"Key Points\n\nThe EV industry is having a \"moment.\" Investors, however, may be thinking too aggressively too soon.\nAt least one video game is aging well, keeping and even growing gamers' interest for years now.\nSome short squeezes simply put good stock stories on investors' radars.\n\n\nA market-beating performance is usually the sort of thing investors want to see in a prospective purchase. But how much is too much? The bigger the gain, the greater the potential for a profit-taking-fueled pullback.\nSometimes, though, hyper-bullish stocks just continue rallying.\nWith that as the backdrop, here's a rundown of three of the market's hottest stocks -- as measured by raw performance -- since the quarter began in October. As intimidating as these gains may be, that doesn't necessarily disqualify these companies as new picks for your portfolio.\nIMAGE SOURCE: GETTY IMAGES.\n1. Lucid Group\nQuarter-to-date (QTD) stock price gain:142%\nIt's been a big year for the electric vehicle (EV) industry as well as for the stocks associated with it.Lucid Group (NASDAQ:LCID) has been no exception. After going public via aspecial purpose acquisition company(SPAC) deal and then seeing that stock soar (then crash) in the wake of the development, shares of this outfit finally found their groove beginning in mid-October. The company's first-ever deliveries of battery-powered vehicles account for most of the huge stock-price advance.\nStill, the euphoria has pushed the stock to a wild valuation. Looking past this year's inaugural revenue and instead looking toward the $1.74 billion top line analysts anticipate for 2022, this still-in-the-red outfit sporting a market cap of $77 billion is valued at a stunning 44.5 times its projected revenue.\nFor perspective, the S&P 500's current price/sales ratio stands at 3.2\nIt may not be quite as crazy as it seems on the surface. Investors clearly believe that this company, like so many before it, will grow into its currently frothy valuation, particularly now that EVs are fully mainstreamed even if they're not yet widely owned. The fact of the matter is, however, that all of these buyers are aiming at a long-term target they just can't see.\nBuy or wait?It's not the sort of holding you can step into with the intention of not keeping tabs on it on a daily basis. It's not even the kind of stock most of the buy-and-hold blue-chip crowd needs to consider, even if they are willing to check in on it on a regular basis. For the more active speculator though, right now, the 50/50 risk is fairly balanced by the potential reward.\n2. Roblox\nQTD stock price gain:71.3%\nIn case you didn't know,Roblox (NYSE:RBLX) is a video game platform. Players can create their own gaming environment, in fact, and then allow other gamers to play in that particular virtual world. These world creators can even charge those other players for online access to their unique version of the game!\nWhile the Roblox game and platform itself has been around since 2006, the stock's relatively new. The company only completed its IPO in March, and though it's been a good performer since then, the bulk of its gain to date has only materialized since earlier this month when the company announced its earning stopped third-quarter estimates.\nRoblox ramped up its popularity during the pandemic as kids were stuck at home looking for things to entertain themselves with. As it turns out, kids are still playing plenty despite returning to school during the quarter in question. Game-play sessions improved by 28%, more than doubling revenue. That's impressive engagement considering that the platform has been around for 15 years; fickle gamers tend to forever be on the hunt for something new.\nBuy or wait?As is the case with Lucid, reasonable investors rightfully expect to pay a stiff premium for Roblox. It doesn't entirely matter, though, since the company's backstory is likely to continue broadly supporting this premium despite the recent run-up ... the difference between investing and speculating.\nStill, even by speculative standards, the risk of a near-term pullback seems a bit too high right now. What started out on Monday as another strong daily gain quickly turned into a loss. This sweeping reversal is a subtle hint that many of the recent buyers stand ready to lock in their profits and drive the stock lower as a result. Better to wait for a pullback if you're eyeing a trade here.\n3. Avis Budget Group\nQTD stock price gain:163%\nFinally, share prices of car rental company Avis Budget Group (NASDAQ:CAR) are currently up 163% since the end of the third quarter, with most of that gain being made in one day. The stock jumped 108% on Nov. 2 after the organization released solid third-quarter numbers in addition to announcing it would be adding a bunch of EVs to its fleet of rental cars; the latter appeared to be more of a catalyst than the former. Shares cooled off for a few days after that, but have been heating up again since the middle of the month.\nAs enticing as the action might be, there's a big asterisk next to it -- the huge one-day gain is mostly the result of a short squeeze, which is the forced buying of the stock from panicked short-sellers who want to cut their losses. That's because it's not necessarily a hint that this company has suddenly proven its mettle.\nBuy or wait?Credit has to be given where it's due. Avis Budget Group is coming out of the pandemic with a vengeance. Last quarter's net income and earnings before interest, taxation, depreciation, and amortization (EBITDA) were both record-breaking, boosted by a modest recovery in travel. While the short squeeze resulted in exaggerated bullishness, shares were already marching higher in anticipation of confirmation of this recovery. The rekindled rally that's taken shape in the meantime is rooted in the same, regardless of the prospects for another short squeeze.\nThat's the long way of saying Avis shares are a speculative buy here, even with the recent, overheated gains setting the stage for what could be a wave of profit-taking. Just keep it on a short leash, so to speak.","news_type":1,"symbols_score_info":{"LCID":0.9,"CAR":0.9,"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875512652,"gmtCreate":1637668417213,"gmtModify":1637668417579,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875512652","repostId":"1178098721","repostType":4,"repost":{"id":"1178098721","kind":"news","pubTimestamp":1637666989,"share":"https://www.laohu8.com/m/news/1178098721?lang=zh_CN&edition=full","pubTime":"2021-11-23 19:29","market":"us","language":"en","title":"With U.S. inventories tight, 'Black Friday' drags through November<blockquote>由于美国库存紧张，“黑色星期五”拖到11月</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178098721","media":"Reuters","summary":"CHICAGO (Reuters) - Facing scarce year-end inventories and a shortage of workers, retailers are turn","content":"<p>CHICAGO (Reuters) - Facing scarce year-end inventories and a shortage of workers, retailers are turning \"Black Friday\" into a month-long event.</p><p><blockquote>芝加哥（路透社）-面对稀缺的年终库存和工人短缺，零售商正在将“黑色星期五”变成一个长达一个月的活动。</blockquote></p><p> Walmart, the world's largest retailer, said on Monday it had already started \"Black Friday\" discounts , such as $30 off AirPods and KidKraft dollhouses. Walmart, whose stores will be closed on Thanksgiving for the second year in a row, said it would only offer the same discounts in stores on Friday.</p><p><blockquote>全球最大零售商沃尔玛周一表示，已经开始了“黑色星期五”折扣，例如AirPods和KidKraft玩具屋折扣30美元。沃尔玛的商店将连续第二年在感恩节关闭，该公司表示，只会在周五在商店提供相同的折扣。</blockquote></p><p> Rival big-box retailer Target on Sunday began running its own Black Friday sales, such as up to 30% off Samsung and TCL flat screen televisions, and 50% off headphones. Target said on Monday that from now on, it will keep all its roughly 1,900 stores closed on Thanksgiving.</p><p><blockquote>竞争对手大型零售商Target周日开始开展自己的黑色星期五促销活动，例如三星和TCL平板电视最高可享受30%的折扣，耳机最高可享受50%的折扣。塔吉特周一表示，从即日起，其约1900家门店将在感恩节期间全部关闭。</blockquote></p><p> The Thanksgiving weekend previously kicked off the U.S. holiday shopping season with \"doorbuster\" discounts that had consumers lining up for blocks outside brick-and-mortar stores across the country on Black Friday, the day following Thanksgiving. In recent years, shopping at stores on Black Friday has faded, with online sales on the day outpacing brick-and-mortar sales for the first time in 2019.</p><p><blockquote>感恩节周末此前以“破门”折扣拉开了美国假日购物季的序幕，消费者在感恩节第二天的黑色星期五在全国各地的实体店外排队。近年来，黑色星期五在商店购物的情况已经消退，当天的在线销售额在2019年首次超过了实体销售额。</blockquote></p><p> This year, retailers started promoting online holiday \"deals\" as early as September , because the ongoing supply chain logjam threatened to block them from bringing new merchandise from Asia into the United States in the weeks before the Christmas holiday. But the bargains are modest. Retailers are expected to dangle price cuts of 5%-to-25% this Friday, only slightly deeper than the 5%-to-10%-off discounts they offered in October, according to Adobe Digital Economy Index.</p><p><blockquote>今年，零售商早在9月份就开始推广在线节日“优惠”，因为持续的供应链僵局可能会阻止他们在圣诞假期前几周将新商品从亚洲带入美国。但便宜货并不多。根据Adobe数字经济指数，零售商预计本周五将降价5%至25%，仅略高于10月份提供的5%至10%的折扣。</blockquote></p><p> Retailers have increasingly reduced Black Friday store hours as shoppers turn to online shopping. \"Are discounts going to be as prevalent and as deep as they normally have been in the last few years?” asked Marshal Cohen, chief industry analyst at NPD Group. “No, not if the demand for product is high and the supply is low – there’s no reason to promote discounts.”</p><p><blockquote>随着购物者转向网上购物，零售商越来越多地减少黑色星期五的营业时间。NPD集团首席行业分析师马歇尔·科恩问道：“折扣会像过去几年那样普遍、力度大吗？不会，如果产品需求高而供应低，就不会——没有理由推广折扣。”</blockquote></p><p> \"Stores are trying to berate the public into thinking ‘get it now or it might be gone,\" said 70-year-old artist Maggie Smith from Tucson, Arizona.</p><p><blockquote>来自亚利桑那州图森市的70岁艺术家玛吉·史密斯(Maggie Smith)表示：“商店试图斥责公众，让他们认为‘现在就买，否则它可能会消失’。”</blockquote></p><p> According to a Reuters/IPSOS poll of about 1,000 people, more than a fifth of shoppers said they planned to primarily buy gifts online this year, while only 12% said they would shop primarily in stores. Online sales on Black Friday itself are expected to increase by 5% to $9.5 billion, according to the Adobe Digital Economy Index.</p><p><blockquote>根据路透社/益普索对约1000人的民意调查，超过五分之一的购物者表示，他们计划今年主要在网上购买礼物，而只有12%的人表示他们将主要在商店购物。根据Adobe数字经济指数，黑色星期五的在线销售额预计将增长5%，达到95亿美元。</blockquote></p><p> Walmart and Target both said they would invest more in same-day options, including the ability for shoppers to pick up merchandise ordered online.</p><p><blockquote>沃尔玛和塔吉特都表示，他们将在当天选项上投入更多资金，包括购物者提货在线订购商品的能力。</blockquote></p><p> But fulfilling quick-turn online orders could put pressure on retailers' labor forces at a time when warehouse workers are in short supply.</p><p><blockquote>但在仓库工人短缺的情况下，履行快速周转的在线订单可能会给零售商的劳动力带来压力。</blockquote></p><p> \"We're seeing double-time for those shifts and increases in the pay, but then that's going to be painful,\" said Andy Halliwell, senior director of retail at consultancy Publicis Sapient. \"That's going to come out of the retailers' margins.\"</p><p><blockquote>咨询公司阳狮Sapient零售高级总监安迪·哈利威尔(Andy Halliwell)表示：“我们看到这些轮班时间增加了一倍，工资也增加了一倍，但这将是痛苦的。”“这将来自零售商的利润。”</blockquote></p><p> JC Penney, which is owned by Simon Property Group and Brookfield Asset Management, wants to hire 3,000 supply-chain workers in distribution centers in addition to 25,000 seasonal associates. The retailer is offering $2,000 retention bonuses for select supply chain associates in certain locations.</p><p><blockquote>Simon Property Group和Brookfield Asset Management旗下的JC Penney希望在配送中心雇用3,000名供应链工人以及25,000名季节性员工。该零售商为某些地点的特定供应链员工提供2,000美元的保留奖金。</blockquote></p><p> Macy’s , which plans to hire 71,000 seasonal workers, said that nearly one-third of those employees will work in fulfillment centers across the country, and Kohl’s in July said it would give maximum bonuses of $400 to hourly store and supply chain associates who stuck around for the holiday season.</p><p><blockquote>梅西百货计划雇用71,000名季节性工人，该公司表示，其中近三分之一的员工将在全国各地的配送中心工作，美国柯尔百货公司7月份表示，将向留下来的小时店和供应链员工发放最高400美元的奖金。假期。</blockquote></p><p> To be sure, some retailers said they are preparing for brick-and-mortar stores to make a comeback, and said they have enough inventory.</p><p><blockquote>可以肯定的是，一些零售商表示，他们正在为实体店卷土重来做准备，并表示他们有足够的库存。</blockquote></p><p> \"We’re seeing our customers return to in-store shopping,\" William White, Walmart's chief marketing officer in the United States, told Reuters. White also said Walmart has expanded its toy assortment by \"more than double.\"</p><p><blockquote>沃尔玛美国首席营销官威廉·怀特告诉路透社：“我们看到顾客重返店内购物。”怀特还表示，沃尔玛已将其玩具品种扩大了“一倍以上”。</blockquote></p><p> For Marc Ivan, a 23-year-old student in Philadelphia, going to stores isn't a tradition he plans to give up, even though he said he will do most of his shopping online as early as possible this week.</p><p><blockquote>对于费城23岁的学生马克·伊万(Marc Ivan)来说，去商店并不是他打算放弃的传统，尽管他表示本周他将尽早在网上购物。</blockquote></p><p> \"I'll still go out on Black Friday, just to do some casual shopping and hang out with friends.\"</p><p><blockquote>“黑色星期五我还是会出去，只是随便买点东西，和朋友出去玩。”</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>With U.S. inventories tight, 'Black Friday' drags through November<blockquote>由于美国库存紧张，“黑色星期五”拖到11月</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\">\nWith U.S. inventories tight, 'Black Friday' drags through November<blockquote>由于美国库存紧张，“黑色星期五”拖到11月</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-23 19:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>CHICAGO (Reuters) - Facing scarce year-end inventories and a shortage of workers, retailers are turning \"Black Friday\" into a month-long event.</p><p><blockquote>芝加哥（路透社）-面对稀缺的年终库存和工人短缺，零售商正在将“黑色星期五”变成一个长达一个月的活动。</blockquote></p><p> Walmart, the world's largest retailer, said on Monday it had already started \"Black Friday\" discounts , such as $30 off AirPods and KidKraft dollhouses. Walmart, whose stores will be closed on Thanksgiving for the second year in a row, said it would only offer the same discounts in stores on Friday.</p><p><blockquote>全球最大零售商沃尔玛周一表示，已经开始了“黑色星期五”折扣，例如AirPods和KidKraft玩具屋折扣30美元。沃尔玛的商店将连续第二年在感恩节关闭，该公司表示，只会在周五在商店提供相同的折扣。</blockquote></p><p> Rival big-box retailer Target on Sunday began running its own Black Friday sales, such as up to 30% off Samsung and TCL flat screen televisions, and 50% off headphones. Target said on Monday that from now on, it will keep all its roughly 1,900 stores closed on Thanksgiving.</p><p><blockquote>竞争对手大型零售商Target周日开始开展自己的黑色星期五促销活动，例如三星和TCL平板电视最高可享受30%的折扣，耳机最高可享受50%的折扣。塔吉特周一表示，从即日起，其约1900家门店将在感恩节期间全部关闭。</blockquote></p><p> The Thanksgiving weekend previously kicked off the U.S. holiday shopping season with \"doorbuster\" discounts that had consumers lining up for blocks outside brick-and-mortar stores across the country on Black Friday, the day following Thanksgiving. In recent years, shopping at stores on Black Friday has faded, with online sales on the day outpacing brick-and-mortar sales for the first time in 2019.</p><p><blockquote>感恩节周末此前以“破门”折扣拉开了美国假日购物季的序幕，消费者在感恩节第二天的黑色星期五在全国各地的实体店外排队。近年来，黑色星期五在商店购物的情况已经消退，当天的在线销售额在2019年首次超过了实体销售额。</blockquote></p><p> This year, retailers started promoting online holiday \"deals\" as early as September , because the ongoing supply chain logjam threatened to block them from bringing new merchandise from Asia into the United States in the weeks before the Christmas holiday. But the bargains are modest. Retailers are expected to dangle price cuts of 5%-to-25% this Friday, only slightly deeper than the 5%-to-10%-off discounts they offered in October, according to Adobe Digital Economy Index.</p><p><blockquote>今年，零售商早在9月份就开始推广在线节日“优惠”，因为持续的供应链僵局可能会阻止他们在圣诞假期前几周将新商品从亚洲带入美国。但便宜货并不多。根据Adobe数字经济指数，零售商预计本周五将降价5%至25%，仅略高于10月份提供的5%至10%的折扣。</blockquote></p><p> Retailers have increasingly reduced Black Friday store hours as shoppers turn to online shopping. \"Are discounts going to be as prevalent and as deep as they normally have been in the last few years?” asked Marshal Cohen, chief industry analyst at NPD Group. “No, not if the demand for product is high and the supply is low – there’s no reason to promote discounts.”</p><p><blockquote>随着购物者转向网上购物，零售商越来越多地减少黑色星期五的营业时间。NPD集团首席行业分析师马歇尔·科恩问道：“折扣会像过去几年那样普遍、力度大吗？不会，如果产品需求高而供应低，就不会——没有理由推广折扣。”</blockquote></p><p> \"Stores are trying to berate the public into thinking ‘get it now or it might be gone,\" said 70-year-old artist Maggie Smith from Tucson, Arizona.</p><p><blockquote>来自亚利桑那州图森市的70岁艺术家玛吉·史密斯(Maggie Smith)表示：“商店试图斥责公众，让他们认为‘现在就买，否则它可能会消失’。”</blockquote></p><p> According to a Reuters/IPSOS poll of about 1,000 people, more than a fifth of shoppers said they planned to primarily buy gifts online this year, while only 12% said they would shop primarily in stores. Online sales on Black Friday itself are expected to increase by 5% to $9.5 billion, according to the Adobe Digital Economy Index.</p><p><blockquote>根据路透社/益普索对约1000人的民意调查，超过五分之一的购物者表示，他们计划今年主要在网上购买礼物，而只有12%的人表示他们将主要在商店购物。根据Adobe数字经济指数，黑色星期五的在线销售额预计将增长5%，达到95亿美元。</blockquote></p><p> Walmart and Target both said they would invest more in same-day options, including the ability for shoppers to pick up merchandise ordered online.</p><p><blockquote>沃尔玛和塔吉特都表示，他们将在当天选项上投入更多资金，包括购物者提货在线订购商品的能力。</blockquote></p><p> But fulfilling quick-turn online orders could put pressure on retailers' labor forces at a time when warehouse workers are in short supply.</p><p><blockquote>但在仓库工人短缺的情况下，履行快速周转的在线订单可能会给零售商的劳动力带来压力。</blockquote></p><p> \"We're seeing double-time for those shifts and increases in the pay, but then that's going to be painful,\" said Andy Halliwell, senior director of retail at consultancy Publicis Sapient. \"That's going to come out of the retailers' margins.\"</p><p><blockquote>咨询公司阳狮Sapient零售高级总监安迪·哈利威尔(Andy Halliwell)表示：“我们看到这些轮班时间增加了一倍，工资也增加了一倍，但这将是痛苦的。”“这将来自零售商的利润。”</blockquote></p><p> JC Penney, which is owned by Simon Property Group and Brookfield Asset Management, wants to hire 3,000 supply-chain workers in distribution centers in addition to 25,000 seasonal associates. The retailer is offering $2,000 retention bonuses for select supply chain associates in certain locations.</p><p><blockquote>Simon Property Group和Brookfield Asset Management旗下的JC Penney希望在配送中心雇用3,000名供应链工人以及25,000名季节性员工。该零售商为某些地点的特定供应链员工提供2,000美元的保留奖金。</blockquote></p><p> Macy’s , which plans to hire 71,000 seasonal workers, said that nearly one-third of those employees will work in fulfillment centers across the country, and Kohl’s in July said it would give maximum bonuses of $400 to hourly store and supply chain associates who stuck around for the holiday season.</p><p><blockquote>梅西百货计划雇用71,000名季节性工人，该公司表示，其中近三分之一的员工将在全国各地的配送中心工作，美国柯尔百货公司7月份表示，将向留下来的小时店和供应链员工发放最高400美元的奖金。假期。</blockquote></p><p> To be sure, some retailers said they are preparing for brick-and-mortar stores to make a comeback, and said they have enough inventory.</p><p><blockquote>可以肯定的是，一些零售商表示，他们正在为实体店卷土重来做准备，并表示他们有足够的库存。</blockquote></p><p> \"We’re seeing our customers return to in-store shopping,\" William White, Walmart's chief marketing officer in the United States, told Reuters. White also said Walmart has expanded its toy assortment by \"more than double.\"</p><p><blockquote>沃尔玛美国首席营销官威廉·怀特告诉路透社：“我们看到顾客重返店内购物。”怀特还表示，沃尔玛已将其玩具品种扩大了“一倍以上”。</blockquote></p><p> For Marc Ivan, a 23-year-old student in Philadelphia, going to stores isn't a tradition he plans to give up, even though he said he will do most of his shopping online as early as possible this week.</p><p><blockquote>对于费城23岁的学生马克·伊万(Marc Ivan)来说，去商店并不是他打算放弃的传统，尽管他表示本周他将尽早在网上购物。</blockquote></p><p> \"I'll still go out on Black Friday, just to do some casual shopping and hang out with friends.\"</p><p><blockquote>“黑色星期五我还是会出去，只是随便买点东西，和朋友出去玩。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/u-inventories-tight-black-friday-110810857.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":{"WMT":"沃尔玛","TGT":"塔吉特","M":"梅西百货"},"source_url":"https://finance.yahoo.com/news/u-inventories-tight-black-friday-110810857.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178098721","content_text":"CHICAGO (Reuters) - Facing scarce year-end inventories and a shortage of workers, retailers are turning \"Black Friday\" into a month-long event.\nWalmart, the world's largest retailer, said on Monday it had already started \"Black Friday\" discounts , such as $30 off AirPods and KidKraft dollhouses. Walmart, whose stores will be closed on Thanksgiving for the second year in a row, said it would only offer the same discounts in stores on Friday.\nRival big-box retailer Target on Sunday began running its own Black Friday sales, such as up to 30% off Samsung and TCL flat screen televisions, and 50% off headphones. Target said on Monday that from now on, it will keep all its roughly 1,900 stores closed on Thanksgiving.\nThe Thanksgiving weekend previously kicked off the U.S. holiday shopping season with \"doorbuster\" discounts that had consumers lining up for blocks outside brick-and-mortar stores across the country on Black Friday, the day following Thanksgiving. In recent years, shopping at stores on Black Friday has faded, with online sales on the day outpacing brick-and-mortar sales for the first time in 2019.\nThis year, retailers started promoting online holiday \"deals\" as early as September , because the ongoing supply chain logjam threatened to block them from bringing new merchandise from Asia into the United States in the weeks before the Christmas holiday. But the bargains are modest. Retailers are expected to dangle price cuts of 5%-to-25% this Friday, only slightly deeper than the 5%-to-10%-off discounts they offered in October, according to Adobe Digital Economy Index.\nRetailers have increasingly reduced Black Friday store hours as shoppers turn to online shopping. \"Are discounts going to be as prevalent and as deep as they normally have been in the last few years?” asked Marshal Cohen, chief industry analyst at NPD Group. “No, not if the demand for product is high and the supply is low – there’s no reason to promote discounts.”\n\"Stores are trying to berate the public into thinking ‘get it now or it might be gone,\" said 70-year-old artist Maggie Smith from Tucson, Arizona.\nAccording to a Reuters/IPSOS poll of about 1,000 people, more than a fifth of shoppers said they planned to primarily buy gifts online this year, while only 12% said they would shop primarily in stores. Online sales on Black Friday itself are expected to increase by 5% to $9.5 billion, according to the Adobe Digital Economy Index.\nWalmart and Target both said they would invest more in same-day options, including the ability for shoppers to pick up merchandise ordered online.\nBut fulfilling quick-turn online orders could put pressure on retailers' labor forces at a time when warehouse workers are in short supply.\n\"We're seeing double-time for those shifts and increases in the pay, but then that's going to be painful,\" said Andy Halliwell, senior director of retail at consultancy Publicis Sapient. \"That's going to come out of the retailers' margins.\"\nJC Penney, which is owned by Simon Property Group and Brookfield Asset Management, wants to hire 3,000 supply-chain workers in distribution centers in addition to 25,000 seasonal associates. The retailer is offering $2,000 retention bonuses for select supply chain associates in certain locations.\nMacy’s , which plans to hire 71,000 seasonal workers, said that nearly one-third of those employees will work in fulfillment centers across the country, and Kohl’s in July said it would give maximum bonuses of $400 to hourly store and supply chain associates who stuck around for the holiday season.\nTo be sure, some retailers said they are preparing for brick-and-mortar stores to make a comeback, and said they have enough inventory.\n\"We’re seeing our customers return to in-store shopping,\" William White, Walmart's chief marketing officer in the United States, told Reuters. White also said Walmart has expanded its toy assortment by \"more than double.\"\nFor Marc Ivan, a 23-year-old student in Philadelphia, going to stores isn't a tradition he plans to give up, even though he said he will do most of his shopping online as early as possible this week.\n\"I'll still go out on Black Friday, just to do some casual shopping and hang out with friends.\"","news_type":1,"symbols_score_info":{"WMT":0.9,"M":0.9,"TGT":0.9}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872750832,"gmtCreate":1637578884169,"gmtModify":1637578884508,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581918772657410","authorIdStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872750832","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohu8.com/m/news/1153786917?lang=zh_CN&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>就在购物者为黑色星期五做准备之际，第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二，投资者将获得一些零售业巨头的季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和VMware、周三的Deere以及周五的拼多多、美团-W和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一公布了10月份的现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>周二，IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI为59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告，而美国经济分析局则报告10月份个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技、Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告10月份现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。去年10月，成屋销量达到金融危机后的峰值673万套，今年大部分时间都在下降，部分原因是供应限制，尤其是在房地产市场的低端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。，J.MSmucker、Jacobs Engineering Group、Medtronic和VMware报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit发布</b>11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年化增长率为2.2%，高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布11月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测耐用品新订单环比增长0.2%，达到2620亿美元。不包括运输，新订单预计将增长0.5%，与9月份的增幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。看涨期权普遍认为，继9月份收入下降1%后，每月收入将增长0.4%。个人支出预计将环比增长1%，快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>就在购物者为黑色星期五做准备之际，第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二，投资者将获得一些零售业巨头的季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和VMware、周三的Deere以及周五的拼多多、美团-W和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一公布了10月份的现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>周二，IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI为59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告，而美国经济分析局则报告10月份个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技、Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告10月份现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。去年10月，成屋销量达到金融危机后的峰值673万套，今年大部分时间都在下降，部分原因是供应限制，尤其是在房地产市场的低端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。，J.MSmucker、Jacobs Engineering Group、Medtronic和VMware报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit发布</b>11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年化增长率为2.2%，高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布11月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测耐用品新订单环比增长0.2%，达到2620亿美元。不包括运输，新订单预计将增长0.5%，与9月份的增幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。看涨期权普遍认为，继9月份收入下降1%后，每月收入将增长0.4%。个人支出预计将环比增长1%，快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BBY":"百思买","DE":"迪尔股份有限公司",".IXIC":"NASDAQ Composite","DELL":"戴尔",".DJI":"道琼斯","ZM":"Zoom"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{".DJI":0.9,"DELL":0.9,"ZM":0.9,"BBY":0.9,".IXIC":0.9,".SPX":0.9,"DE":0.9}},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":603117478,"gmtCreate":1638373257624,"gmtModify":1638373269167,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/603117478","repostId":"1116584621","repostType":4,"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182866438,"gmtCreate":1623563568824,"gmtModify":1634031623065,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"S&amp;P 500 best investment~ like pls, will like back","listText":"S&amp;P 500 best investment~ like pls, will like back","text":"S&P 500 best investment~ like pls, will like back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/182866438","repostId":"2142204074","repostType":4,"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":861970640,"gmtCreate":1632451990080,"gmtModify":1632722241770,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/861970640","repostId":"2169240695","repostType":4,"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879591792,"gmtCreate":1636733222573,"gmtModify":1636733222878,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/879591792","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636729318,"share":"https://www.laohu8.com/m/news/1139324750?lang=zh_CN&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性，目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值，该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性，这表明Nvidia的估值约为其2024年TAM的7倍，销售额约为25倍。相反，他必须在未来几年内将销售增长假设翻倍（从约20%增加到约40%），才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下，客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也没有改善，但根据估值下调了该股的评级。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</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\">\nNvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-12 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性，目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值，该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性，这表明Nvidia的估值约为其2024年TAM的7倍，销售额约为25倍。相反，他必须在未来几年内将销售增长假设翻倍（从约20%增加到约40%），才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下，客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也没有改善，但根据估值下调了该股的评级。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815937254,"gmtCreate":1630634588278,"gmtModify":1631892422614,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/815937254","repostId":"2164829818","repostType":4,"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151989026,"gmtCreate":1625061680265,"gmtModify":1633945318381,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"Like for like&nbsp;","listText":"Like for like&nbsp;","text":"Like for like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/151989026","repostId":"1185683401","repostType":4,"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602548788,"gmtCreate":1639047737454,"gmtModify":1639047741077,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602548788","repostId":"1192937541","repostType":4,"repost":{"id":"1192937541","kind":"news","pubTimestamp":1639045976,"share":"https://www.laohu8.com/m/news/1192937541?lang=zh_CN&edition=full","pubTime":"2021-12-09 18:32","market":"us","language":"en","title":"U.S. Stock Futures Wobble on Omicron Restrictions<blockquote>美国股指期货因奥密克戎限制而波动</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192937541","media":"Wall Street Journal","summary":"U.S. stock futures edged down as investors assessed the latest headlines on restrictions to limit th","content":"<p>U.S. stock futures edged down as investors assessed the latest headlines on restrictions to limit the spread of the Omicron variant.</p><p><blockquote>由于投资者评估了有关限制奥密克戎变种传播的限制措施的最新头条新闻，美国股指期货小幅下跌。</blockquote></p><p> Futures tied to the S&amp;P 500 retreated 0.3% Thursday, suggesting the broad-market index is set to pull back moderately after&nbsp;closing up 0.3% Wednesday. Dow Jones Industrial Average futures also slid 0.3% and Nasdaq-100 futures ticked down 0.2%.</p><p><blockquote>与标普500相关的期货周四下跌0.3%，表明大盘指数在周三收盘上涨0.3%后将小幅回调。道琼斯工业平均指数期货也下跌0.3%，纳斯达克100指数期货下跌0.2%。</blockquote></p><p> Stocks have swung in recent weeks, buffeted by conflicting headlines on the Omicron coronavirus variant and mixed signals on the health of the economy. Investors are still awaiting further data on the strain’s severity and vaccine efficacy. Some pharmaceutical companies including&nbsp;Pfizer&nbsp;and&nbsp;Glaxo&nbsp;Smith&nbsp;Kline&nbsp;have said this week that their shot and antibody treatment appears to work in early-stage studies.</p><p><blockquote>最近几周，受有关奥密克戎冠状病毒变种的相互矛盾的头条新闻和有关经济健康状况的混合信号的打击，股市出现波动。投资者仍在等待有关该毒株严重程度和疫苗效力的进一步数据。包括辉瑞和葛兰素史克在内的一些制药公司本周表示，他们的疫苗和抗体治疗在早期研究中似乎有效。</blockquote></p><p> European governments have moved to tighten restrictions, spurring concerns about setbacks to the economic recovery. U.K. Prime Minister Johnson outlined a new&nbsp;work-from-home mandate&nbsp;and mask guidelines on Wednesday evening. A study released by a Japanese scientist said the variant was four times more transmissible than the Delta strain.</p><p><blockquote>欧洲各国政府已采取行动收紧限制，引发人们对经济复苏受挫的担忧。英国首相约翰逊周三晚上概述了新的在家工作规定和口罩指南。日本科学家发布的一项研究称，该变种的传播力是德尔塔毒株的四倍。</blockquote></p><p> “There’s still a lot we don’t know, we’re waiting for details to emerge,” said Arun Sai, a multi-asset strategist at Pictet Asset Management. On restrictions, “as long as it’s temporary, it doesn’t completely derail the recovery. We now know the playbook. We’re talking about a one or two quarter postponement of a recovery in services, that’s the critical element that’s at risk here.”</p><p><blockquote>百达资产管理公司(Pictet Asset Management)多资产策略师阿伦·赛(Arun Sai)表示：“还有很多事情我们不知道，我们正在等待细节的出现。”关于限制，“只要是暂时的，就不会完全破坏复苏。我们现在知道了剧本。我们谈论的是服务业复苏推迟一两个季度，这是这里面临风险的关键因素。”</blockquote></p><p> The yield on the benchmark 10-year Treasury note edged down to 1.494% Thursday from 1.508% Wednesday.</p><p><blockquote>基准10年期国债收益率从周三的1.508%小幅降至周四的1.494%。</blockquote></p><p> China’s producer-price index showed a&nbsp;12.9% increase in November&nbsp;from a year earlier, a decline from the previous month but still more than economists expected. Consumer prices also rose.</p><p><blockquote>11月份中国生产者价格指数同比上涨12.消费价格也有所上涨。</blockquote></p><p> “Factory gate prices only showed modest signs of slowing,” which may signal that higher inflation will remain in place in the coming months, said Michael Hewson, a chief markets analyst at CMC Markets. China’s producer prices drive consumer prices around the world, he added.</p><p><blockquote>CMC Markets首席市场分析师迈克尔·休森(Michael Hewson)表示，“出厂价格仅显示出温和放缓的迹象”，这可能表明未来几个月通胀将持续走高。他补充说，中国的生产者价格推动了世界各地的消费者价格。</blockquote></p><p> In Asia, major benchmarks were mixed. The Shanghai Composite Index advanced 1%, while Hong Kong’s Hang Seng Index climbed 1.1%. Japan’s Nikkei 225 slid 0.5%, boosted by gains in technology stocks.</p><p><blockquote>在亚洲，主要基准涨跌互现。上证综合指数上涨1%，恒生指数上涨1.1%。受科技股上涨提振，日本日经225指数下跌0.5%。</blockquote></p><p> In Europe, the pan-continental Stoxx Europe 600 ticked up 0.2%. Rolls Royce shares declined 4.4% after the company released an update that showed it had a long way to go before meeting its cash-flow target and which will depend on international travel being allowed, Mr. Hewson said.</p><p><blockquote>在欧洲，泛大陆斯托克欧洲600指数上涨0.2%。休森表示，劳斯莱斯发布更新后，该公司股价下跌4.4%，该公司距离实现现金流目标还有很长的路要走，这将取决于是否允许国际旅行。</blockquote></p><p> In the U.S., cloud-computing firmOracle,&nbsp;network company&nbsp;Broadcom&nbsp;and wholesaler Costco are set to report Thursday after market close. Popular meme stock&nbsp;GameStop&nbsp;declined 3.2% in off-hours trading after the company posted earnings that showed a&nbsp;widening loss last quarter.</p><p><blockquote>在美国，云计算公司甲骨文、网络公司博通和批发商好市多将于周四收盘后发布报告。热门模因股票游戏驿站在盘后交易中下跌3.2%，此前该公司公布的财报显示上季度亏损扩大。</blockquote></p><p> “Earnings have been strong overall, it’s a really positive underlying driver for equity markets,” said Kiran Ganesh, a multi-asset strategist at UBS Global Wealth Management.</p><p><blockquote>瑞银全球财富管理多资产策略师基兰·加内什(Kiran Ganesh)表示：“整体盈利强劲，这对股市来说是一个非常积极的潜在驱动因素。”</blockquote></p><p> Shares of&nbsp;Amazon.com&nbsp;declined 0.2% premarket after the Italian government fined it $1.3 billion for&nbsp;alleged abuse of market dominance. The European Union is also investigating the e-commerce giant in a similar antitrust case.</p><p><blockquote>亚马逊股价盘前下跌0.2%，此前意大利政府因涉嫌滥用市场支配地位对其处以13亿美元罚款。欧盟也在类似的反垄断案件中调查这家电子商务巨头。</blockquote></p><p> Fresh data on U.S. jobless claims, a proxy for layoffs, is set to go out at 8:30 a.m. ET. Economists are forecasting that the level will remain near pandemic lows. It has come close to the pre-pandemic average in recent weeks in a sign that the labor market is improving.</p><p><blockquote>代表裁员的美国初请失业金人数的最新数据将于美国东部时间上午8:30公布。经济学家预测，这一水平将保持在疫情低点附近。最近几周已接近大流行前的平均水平，表明劳动力市场正在改善。</blockquote></p><p> Oil prices wavered between small gains and losses. Global benchmark Brent crude declined 0.2% and traded at $75.61 a barrel. It has risen more than 8% this week, lifted by early indications that the Omicron variant may not weigh on energy demand as much as feared, according to analysts at ANZ.</p><p><blockquote>油价在小幅涨跌之间波动。全球基准布伦特原油下跌0.2%，至每桶75.61美元。澳新银行分析师表示，由于早期迹象表明奥密克戎变种可能不会像人们担心的那样对能源需求造成压力，本周该股已上涨超过8%。</blockquote></p><p> Bitcoin reversed direction after four days of gains, slipping 2% from its level at 5 p.m. Wednesday. It traded below $50,000, a 28% drop from its record high set in November.</p><p><blockquote>比特币在连续四天上涨后逆转方向，较下午5点的水平下跌2%。星期三。其交易价格低于50,000美元，较11月份创下的历史高点下跌了28%。</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>U.S. Stock Futures Wobble on Omicron Restrictions<blockquote>美国股指期货因奥密克戎限制而波动</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\">\nU.S. Stock Futures Wobble on Omicron Restrictions<blockquote>美国股指期货因奥密克戎限制而波动</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-12-09 18:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures edged down as investors assessed the latest headlines on restrictions to limit the spread of the Omicron variant.</p><p><blockquote>由于投资者评估了有关限制奥密克戎变种传播的限制措施的最新头条新闻，美国股指期货小幅下跌。</blockquote></p><p> Futures tied to the S&amp;P 500 retreated 0.3% Thursday, suggesting the broad-market index is set to pull back moderately after&nbsp;closing up 0.3% Wednesday. Dow Jones Industrial Average futures also slid 0.3% and Nasdaq-100 futures ticked down 0.2%.</p><p><blockquote>与标普500相关的期货周四下跌0.3%，表明大盘指数在周三收盘上涨0.3%后将小幅回调。道琼斯工业平均指数期货也下跌0.3%，纳斯达克100指数期货下跌0.2%。</blockquote></p><p> Stocks have swung in recent weeks, buffeted by conflicting headlines on the Omicron coronavirus variant and mixed signals on the health of the economy. Investors are still awaiting further data on the strain’s severity and vaccine efficacy. Some pharmaceutical companies including&nbsp;Pfizer&nbsp;and&nbsp;Glaxo&nbsp;Smith&nbsp;Kline&nbsp;have said this week that their shot and antibody treatment appears to work in early-stage studies.</p><p><blockquote>最近几周，受有关奥密克戎冠状病毒变种的相互矛盾的头条新闻和有关经济健康状况的混合信号的打击，股市出现波动。投资者仍在等待有关该毒株严重程度和疫苗效力的进一步数据。包括辉瑞和葛兰素史克在内的一些制药公司本周表示，他们的疫苗和抗体治疗在早期研究中似乎有效。</blockquote></p><p> European governments have moved to tighten restrictions, spurring concerns about setbacks to the economic recovery. U.K. Prime Minister Johnson outlined a new&nbsp;work-from-home mandate&nbsp;and mask guidelines on Wednesday evening. A study released by a Japanese scientist said the variant was four times more transmissible than the Delta strain.</p><p><blockquote>欧洲各国政府已采取行动收紧限制，引发人们对经济复苏受挫的担忧。英国首相约翰逊周三晚上概述了新的在家工作规定和口罩指南。日本科学家发布的一项研究称，该变种的传播力是德尔塔毒株的四倍。</blockquote></p><p> “There’s still a lot we don’t know, we’re waiting for details to emerge,” said Arun Sai, a multi-asset strategist at Pictet Asset Management. On restrictions, “as long as it’s temporary, it doesn’t completely derail the recovery. We now know the playbook. We’re talking about a one or two quarter postponement of a recovery in services, that’s the critical element that’s at risk here.”</p><p><blockquote>百达资产管理公司(Pictet Asset Management)多资产策略师阿伦·赛(Arun Sai)表示：“还有很多事情我们不知道，我们正在等待细节的出现。”关于限制，“只要是暂时的，就不会完全破坏复苏。我们现在知道了剧本。我们谈论的是服务业复苏推迟一两个季度，这是这里面临风险的关键因素。”</blockquote></p><p> The yield on the benchmark 10-year Treasury note edged down to 1.494% Thursday from 1.508% Wednesday.</p><p><blockquote>基准10年期国债收益率从周三的1.508%小幅降至周四的1.494%。</blockquote></p><p> China’s producer-price index showed a&nbsp;12.9% increase in November&nbsp;from a year earlier, a decline from the previous month but still more than economists expected. Consumer prices also rose.</p><p><blockquote>11月份中国生产者价格指数同比上涨12.消费价格也有所上涨。</blockquote></p><p> “Factory gate prices only showed modest signs of slowing,” which may signal that higher inflation will remain in place in the coming months, said Michael Hewson, a chief markets analyst at CMC Markets. China’s producer prices drive consumer prices around the world, he added.</p><p><blockquote>CMC Markets首席市场分析师迈克尔·休森(Michael Hewson)表示，“出厂价格仅显示出温和放缓的迹象”，这可能表明未来几个月通胀将持续走高。他补充说，中国的生产者价格推动了世界各地的消费者价格。</blockquote></p><p> In Asia, major benchmarks were mixed. The Shanghai Composite Index advanced 1%, while Hong Kong’s Hang Seng Index climbed 1.1%. Japan’s Nikkei 225 slid 0.5%, boosted by gains in technology stocks.</p><p><blockquote>在亚洲，主要基准涨跌互现。上证综合指数上涨1%，恒生指数上涨1.1%。受科技股上涨提振，日本日经225指数下跌0.5%。</blockquote></p><p> In Europe, the pan-continental Stoxx Europe 600 ticked up 0.2%. Rolls Royce shares declined 4.4% after the company released an update that showed it had a long way to go before meeting its cash-flow target and which will depend on international travel being allowed, Mr. Hewson said.</p><p><blockquote>在欧洲，泛大陆斯托克欧洲600指数上涨0.2%。休森表示，劳斯莱斯发布更新后，该公司股价下跌4.4%，该公司距离实现现金流目标还有很长的路要走，这将取决于是否允许国际旅行。</blockquote></p><p> In the U.S., cloud-computing firmOracle,&nbsp;network company&nbsp;Broadcom&nbsp;and wholesaler Costco are set to report Thursday after market close. Popular meme stock&nbsp;GameStop&nbsp;declined 3.2% in off-hours trading after the company posted earnings that showed a&nbsp;widening loss last quarter.</p><p><blockquote>在美国，云计算公司甲骨文、网络公司博通和批发商好市多将于周四收盘后发布报告。热门模因股票游戏驿站在盘后交易中下跌3.2%，此前该公司公布的财报显示上季度亏损扩大。</blockquote></p><p> “Earnings have been strong overall, it’s a really positive underlying driver for equity markets,” said Kiran Ganesh, a multi-asset strategist at UBS Global Wealth Management.</p><p><blockquote>瑞银全球财富管理多资产策略师基兰·加内什(Kiran Ganesh)表示：“整体盈利强劲，这对股市来说是一个非常积极的潜在驱动因素。”</blockquote></p><p> Shares of&nbsp;Amazon.com&nbsp;declined 0.2% premarket after the Italian government fined it $1.3 billion for&nbsp;alleged abuse of market dominance. The European Union is also investigating the e-commerce giant in a similar antitrust case.</p><p><blockquote>亚马逊股价盘前下跌0.2%，此前意大利政府因涉嫌滥用市场支配地位对其处以13亿美元罚款。欧盟也在类似的反垄断案件中调查这家电子商务巨头。</blockquote></p><p> Fresh data on U.S. jobless claims, a proxy for layoffs, is set to go out at 8:30 a.m. ET. Economists are forecasting that the level will remain near pandemic lows. It has come close to the pre-pandemic average in recent weeks in a sign that the labor market is improving.</p><p><blockquote>代表裁员的美国初请失业金人数的最新数据将于美国东部时间上午8:30公布。经济学家预测，这一水平将保持在疫情低点附近。最近几周已接近大流行前的平均水平，表明劳动力市场正在改善。</blockquote></p><p> Oil prices wavered between small gains and losses. Global benchmark Brent crude declined 0.2% and traded at $75.61 a barrel. It has risen more than 8% this week, lifted by early indications that the Omicron variant may not weigh on energy demand as much as feared, according to analysts at ANZ.</p><p><blockquote>油价在小幅涨跌之间波动。全球基准布伦特原油下跌0.2%，至每桶75.61美元。澳新银行分析师表示，由于早期迹象表明奥密克戎变种可能不会像人们担心的那样对能源需求造成压力，本周该股已上涨超过8%。</blockquote></p><p> Bitcoin reversed direction after four days of gains, slipping 2% from its level at 5 p.m. Wednesday. It traded below $50,000, a 28% drop from its record high set in November.</p><p><blockquote>比特币在连续四天上涨后逆转方向，较下午5点的水平下跌2%。星期三。其交易价格低于50,000美元，较11月份创下的历史高点下跌了28%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-09-2021-11639038586?mod=markets_lead_pos4\">Wall Street Journal</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.wsj.com/articles/global-stock-markets-dow-update-12-09-2021-11639038586?mod=markets_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192937541","content_text":"U.S. stock futures edged down as investors assessed the latest headlines on restrictions to limit the spread of the Omicron variant.\nFutures tied to the S&P 500 retreated 0.3% Thursday, suggesting the broad-market index is set to pull back moderately after closing up 0.3% Wednesday. Dow Jones Industrial Average futures also slid 0.3% and Nasdaq-100 futures ticked down 0.2%.\nStocks have swung in recent weeks, buffeted by conflicting headlines on the Omicron coronavirus variant and mixed signals on the health of the economy. Investors are still awaiting further data on the strain’s severity and vaccine efficacy. Some pharmaceutical companies including Pfizer and Glaxo Smith Kline have said this week that their shot and antibody treatment appears to work in early-stage studies.\nEuropean governments have moved to tighten restrictions, spurring concerns about setbacks to the economic recovery. U.K. Prime Minister Johnson outlined a new work-from-home mandate and mask guidelines on Wednesday evening. A study released by a Japanese scientist said the variant was four times more transmissible than the Delta strain.\n“There’s still a lot we don’t know, we’re waiting for details to emerge,” said Arun Sai, a multi-asset strategist at Pictet Asset Management. On restrictions, “as long as it’s temporary, it doesn’t completely derail the recovery. We now know the playbook. We’re talking about a one or two quarter postponement of a recovery in services, that’s the critical element that’s at risk here.”\nThe yield on the benchmark 10-year Treasury note edged down to 1.494% Thursday from 1.508% Wednesday.\nChina’s producer-price index showed a 12.9% increase in November from a year earlier, a decline from the previous month but still more than economists expected. Consumer prices also rose.\n“Factory gate prices only showed modest signs of slowing,” which may signal that higher inflation will remain in place in the coming months, said Michael Hewson, a chief markets analyst at CMC Markets. China’s producer prices drive consumer prices around the world, he added.\nIn Asia, major benchmarks were mixed. The Shanghai Composite Index advanced 1%, while Hong Kong’s Hang Seng Index climbed 1.1%. Japan’s Nikkei 225 slid 0.5%, boosted by gains in technology stocks.\nIn Europe, the pan-continental Stoxx Europe 600 ticked up 0.2%. Rolls Royce shares declined 4.4% after the company released an update that showed it had a long way to go before meeting its cash-flow target and which will depend on international travel being allowed, Mr. Hewson said.\nIn the U.S., cloud-computing firmOracle, network company Broadcom and wholesaler Costco are set to report Thursday after market close. Popular meme stock GameStop declined 3.2% in off-hours trading after the company posted earnings that showed a widening loss last quarter.\n“Earnings have been strong overall, it’s a really positive underlying driver for equity markets,” said Kiran Ganesh, a multi-asset strategist at UBS Global Wealth Management.\nShares of Amazon.com declined 0.2% premarket after the Italian government fined it $1.3 billion for alleged abuse of market dominance. The European Union is also investigating the e-commerce giant in a similar antitrust case.\nFresh data on U.S. jobless claims, a proxy for layoffs, is set to go out at 8:30 a.m. ET. Economists are forecasting that the level will remain near pandemic lows. It has come close to the pre-pandemic average in recent weeks in a sign that the labor market is improving.\nOil prices wavered between small gains and losses. Global benchmark Brent crude declined 0.2% and traded at $75.61 a barrel. It has risen more than 8% this week, lifted by early indications that the Omicron variant may not weigh on energy demand as much as feared, according to analysts at ANZ.\nBitcoin reversed direction after four days of gains, slipping 2% from its level at 5 p.m. Wednesday. It traded below $50,000, a 28% drop from its record high set in November.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823467606,"gmtCreate":1633655645074,"gmtModify":1633655646009,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/823467606","repostId":"1163018074","repostType":4,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161056150,"gmtCreate":1623897709370,"gmtModify":1634026175095,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"Like for like please~","listText":"Like for like please~","text":"Like for like please~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/161056150","repostId":"2144713861","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880394364,"gmtCreate":1631017661158,"gmtModify":1631892422542,"author":{"id":"3581918772657410","authorId":"3581918772657410","name":"Hesliut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581918772657410","idStr":"3581918772657410"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/880394364","repostId":"1130130857","repostType":4,"repost":{"id":"1130130857","kind":"news","pubTimestamp":1631007146,"share":"https://www.laohu8.com/m/news/1130130857?lang=zh_CN&edition=full","pubTime":"2021-09-07 17:32","market":"us","language":"en","title":"Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?<blockquote>策略师表示，今年秋天股市可能会陷入困境。现在买什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130130857","media":"Barron's","summary":"What a year this has been for the markets!Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and  a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnin","content":"<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&amp;P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.</p><p><blockquote>对于市场来说，这是多么美好的一年啊！在货币和财政刺激、经济和盈利增长以及（直到最近）疫情基本消退的推动下，标准普尔500股票指数已上涨20%，连续七个月上涨，并创下50多个高点。除此之外，去年市场从2020年3月的低点反弹了68%。</blockquote></p><p> Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.</p><p><blockquote>顺风依然存在，但逆风现在迫在眉睫，可能会减缓股市的上涨。刺激支出已经见顶，经济和企业盈利增长可能会在今年年底放缓。此外，美联储几乎承诺在未来几个月开始缩减债券购买规模，拜登政府也提议提高企业和个人税率。这些都不会让股价越来越贵的持有者满意。</blockquote></p><p> In other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”</p><p><blockquote>换句话说，要做好迎接波动性下跌的准备，这种冲突迫使巴菲特股票、债券和投资者。Nuveen全球股票首席投资官Saira Malik表示：“一切反弹都已经过去。”“这不会是一场急剧上升的经济浪潮，将所有船只从这里抬起。”</blockquote></p><p> That’s the general consensus among the six market strategists and chief investment officers whom<i>Barron’s</i>recently consulted. All see the S&amp;P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.</p><p><blockquote>这是六位市场策略师和首席投资官的普遍共识<i>巴伦周刊</i>最近咨询过。所有人都认为标普500将在周四收盘价4536点附近结束今年。他们的平均目标是：4585。</blockquote></p><p> Next year’s gains look muted, as well, relative to recent trends. The group expects the S&amp;P 500 to tack on another 6% in 2022, rising to about 4800.</p><p><blockquote>相对于最近的趋势，明年的涨幅看起来也很微弱。该集团预计2022年标普500将再增加6%，升至约4800。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb61c7b74b9b0f18a019afb4ac44ad59\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">With stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.</p><p><blockquote>由于股票交易价格约为来年预期收益的21倍，债券收益率很低，考虑通货膨胀后现金收益率低于零，投资者面临着艰难的资产配置决策。我们的市场观察人士建议关注“优质”投资，而不是提振快速增长的科技股、无增长的模因股和数字世界的狗狗币的“一切反弹”。在股票方面，这意味着拥有稳健的资产负债表、不断扩大的利润率以及充足且经常性的自由现金流的企业的股票。即使未来几个月平均指数表现不大，这些股票也可能会大放异彩。</blockquote></p><p> The stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.</p><p><blockquote>过去一年股市的大幅上涨是美联储的一份礼物，美联储向金融体系注入了大量资金，以避免新冠疫情造成的经济损失。自2020年3月以来，美联储每月购买总计1200亿美元的美国国债和抵押贷款支持证券，同时将基准联邦基金利率目标维持在0%至0.25%。这些举措压低了债券收益率，并推动投资者进入包括股票在内的风险较高的资产。</blockquote></p><p> Fed Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”</p><p><blockquote>美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>曾表示，央行可能会在未来几个季度的某个时候开始逐步减少或缩减紧急资产购买，此举可能会扰乱各类风险资产。摩根士丹利(Morgan Stanley)首席投资官兼首席美国股票策略师威尔逊(Mike Wilson)表示：“对我们来说，缩减规模很简单：缩减规模就是紧缩。这是（美联储）距离最大限度宽松政策迈出的第一步。他们这次对此非常谨慎，但底线是，这应该会对股票估值产生负面影响。”</blockquote></p><p> The government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.</p><p><blockquote>策略师指出，政府的刺激支出也已见顶。每周300美元的补充联邦失业救济金将于9月6日到期。尽管国会似乎有可能在今年秋天通过一项两党基础设施法案，但与2020年3月以来推出的多轮刺激措施相比，近期的经济影响将相形见绌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c2cb76c498c1c4c980139e3d0514c261\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">The bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.</p><p><blockquote>该法案包括约5500亿美元的新支出——只是之前法律授权的数万亿美元的一小部分——并且将分散在许多年内。基础设施刺激措施将给消费者支出带来的短期提振，占美国国内生产总值增长的近70%，但不会接近去年数百万美国人收到政府支票后的经济增长。</blockquote></p><p> A budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.</p><p><blockquote>仅由民主党批准的预算法案应该遵循基础设施法案，并包括支持医疗保险扩张、儿童保育资金、免费社区大学学费、公共住房和气候相关措施以及其他政党优先事项的支出。国会可能会投票提高企业和高收入个人的税收，以抵消这些支出——这是市场面临的另一个近期风险。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/6693da658db16059fc99e08a7531675f\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Other politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a <a href=\"https://laohu8.com/S/WASH\">Washington</a> shutdown in October.</p><p><blockquote>今年秋天，其他带有政治色彩的问题同样可能会让股市脱轨。国会需要通过提高债务上限来为政府提供资金，并在本月晚些时候通过一项权宜之计的支出法案来避免<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>10月停工。</blockquote></p><p> For now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.</p><p><blockquote>目前，我们的市场专家对Covid-19德尔塔变异毒株的经济影响相对乐观。他们说，只要疫苗在最大限度地减少导致住院和死亡的严重感染方面仍然有效，当前Covid浪潮的负面影响将主要限于旅游业和电影院。华尔街对市场的基本假设不包括会破坏经济增长的新一波封锁。</blockquote></p><p> Inflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.</p><p><blockquote>通胀一直是美联储和投资者的热门话题，部分原因是通胀最近非常火爆。6月和7月，美国消费者价格指数年化涨幅为5.4%，这是美联储评级暂时性的飙升，尽管其他人不太确定。策略师们站在鲍威尔一边。他们预计明年通胀将大幅下降。他们的预测在2.5%至3.5%之间，他们认为这对消费者和公司来说是可控的，也是经济快速增长的可接受的副作用。然而，通胀率高于2.5%，加上美联储缩减规模，意味着目前超低的债券收益率应该会上升。</blockquote></p><p> “We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”</p><p><blockquote>收益投资主管迈克尔·弗雷德里克斯(Michael Fredericks)表示：“我们认为通胀将继续比金融危机以来更高，但一旦许多与重新开放相关的压力开始消散，我们很难看到通胀率远高于2.5%。”贝莱德多资产策略集团。“因此债券收益率确实需要上升，但这将逐渐发生。”</blockquote></p><p> The strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for&nbsp;the bond market—and could be even more so for stocks.</p><p><blockquote>策略师预计，到年底，10年期美国国债收益率将攀升至1.65%左右。这比当前水平高出约35个基点（即百分之几个百分点），但低于2021年3月收益率高点时达到的1.75%。该组织表示，到明年，10年期国债收益率可能达到2%。从绝对值来看，这些举措并不是很大，但对债券市场来说意义重大，对股票来说可能更是如此。</blockquote></p><p> Rising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&amp;P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.</p><p><blockquote>收益率上升往往会打压股票估值，原因有二。高收益债券提供了与股票的竞争，当以更高的利率贴现时，公司的未来收益在目前毫无价值。尽管如此，2%左右的10年期国债收益率仍不足以将股票估值降至新冠疫情爆发前的水平。即使收益率攀升，市场策略师认为标普500的市盈率仍远高于预期市盈率16倍的30年平均水平。去年秋天，该指数的远期市盈率突破23。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e08d24cb421d7cc13debd76a9c6fea01\" tg-width=\"660\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As long as 10-year Treasury yields stay in the 2% range, the S&amp;P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.</p><p><blockquote>策略师表示，只要10年期国债收益率保持在2%的范围内，标普500的远期市盈率就应该能够在十几岁左右。除非收益率高得多或其他导致股市下跌的因素带来更大压力，否则不可能回到16倍的长期平均水平。</blockquote></p><p> If yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says&nbsp;<a href=\"https://laohu8.com/S/STT\">State</a> Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”</p><p><blockquote>表示，如果收益率飙升超过2%或2.25%，投资者可能会开始更严重地质疑股票估值<a href=\"https://laohu8.com/S/STT\">国家</a>Street首席投资组合策略师Gaurav Mallik：“我们已经有一段时间没有看到（10年期国债收益率）超过2%了，因此这对投资者来说是一个重要的情绪水平。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/93ff6490069ab5dc1b4057f1ff7966f3\" tg-width=\"664\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Wilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says</p><p><blockquote>威尔逊更担心，他指出，股市的估值风险是不对称的：“市盈率不太可能上升，考虑到增长放缓和我们所处的位置，市盈率很有可能下降10%以上。在周期中，”他说</blockquote></p><p> If 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”</p><p><blockquote>他补充道，如果预期市盈率为16至23倍，“你已经处于这个范围的很高端。潜在风险大于回报。”</blockquote></p><p> Some P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&amp;P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.</p><p><blockquote>所有六位策略师的预测都包含了一些市盈率倍数的压缩，这对利润增长的路径变得更加重要。平均而言，策略师预计，继去年的盈利低迷之后，标普500今年的盈利将增长46%，至204美元左右。随后，2022年可能会上涨9%，达到约222.50美元。</blockquote></p><p></p><p> A potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.</p><p><blockquote>一个潜在的阻力是2022年联邦企业税率上升。民主党支出和税收计划的细节将在未来几周内制定出来，投资者可以期待听到更多有关潜在增税的消息。几位策略师认为，25%的联邦企业利润税率可能是一个妥协数字，高于2018年以来实施的21%，但低于拜登政府寻求的28%。</blockquote></p><p> An increase of that magnitude would shave about 5% off S&amp;P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time event for the market, some strategists predict.</p><p><blockquote>如此幅度的增长将使标普500明年的盈利减少约5%。随着今年秋天民主党和解法案的通过，该指数可能会下跌类似的幅度，但影响应该仅限于最初的调整。与2017年12月的减税一样，这一变化应该是<a href=\"https://laohu8.com/S/AONE.U\">一</a>——一些策略师预测，市场的时间事件。</blockquote></p><p> These concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.</p><p><blockquote>抛开这些担忧不谈，投资者不应错过更大的图景：美国经济状况良好，增长强劲。策略师预计今年国内生产总值将增长6.3%，2022年将增长约4%。Mallik表示：“周期性上涨和高于趋势的增长将至少持续到2022年，我们希望偏向于具有这种风险的资产。”</blockquote></p><p>   “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets  The State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.</p><p><blockquote>“今明两年我们的经济将会火爆。当GDP增长高于平均水平时，价值会战胜增长，周期性会战胜防御性。”—Lori Calvasina，加拿大皇家银行资本市场道富策略师建议在投资组合中增持材料、金融和科技股。这种方法既包括银行和矿业公司等对经济敏感的公司，也包括科技行业的稳定增长者。</blockquote></p><p> RBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.</p><p><blockquote>加拿大皇家银行资本市场(RBC Capital Markets)美国股票策略主管洛里·卡尔瓦西纳(Lori Calvasina)同样采取杠铃法，同时投资周期性和成长性。她最喜欢的行业是能源、金融和技术。</blockquote></p><p> “Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”</p><p><blockquote>卡尔瓦西纳表示：“金融和能源行业的估值仍然比增长行业（科技或非必需消费品等行业）更具吸引力。”“近期的催化剂是摆脱当前的新冠疫情浪潮……今年和明年我们将迎来经济火爆，传统上，当GDP增长高于平均水平时，价值会跑赢增长，周期性会跑赢防御性。”</blockquote></p><p> But the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.</p><p><blockquote>但对质量的关注将是关键，尤其是进入2022年下半年。届时美联储可能会在本周期内首次加息。到2023年，经济可能会恢复到新冠疫情前2%左右的增长。</blockquote></p><p> “The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”</p><p><blockquote>卡尔瓦西纳表示：“历史上的剧本是，走出衰退后，你往往会看到持续一年左右的低质量优异表现，然后领导力又会恢复到高质量。”“但从低质量回到高质量的转变往往非常坎坷。”</blockquote></p><p> <b>A Shopping List for Fall</b></p><p><blockquote><b>秋季购物清单</b></blockquote></p><p> Most strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.</p><p><blockquote>大多数策略师青睐对经济敏感的股票和稳定增长的股票（包括科技股）的组合。金融股应该会表现良好，特别是如果债券收益率上升的话。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a54c4bd114c1a5f7f700d1fc14d30d8e\" tg-width=\"970\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Although stocks with quality attributes have outperformed the market this summer, according to a <a href=\"https://laohu8.com/S/BLK\">BlackRock</a> analysis, the quality factor has lagged since positive vaccine news was first reported last November.</p><p><blockquote>尽管今年夏天具有质量属性的股票表现优于大盘，但根据一家<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>分析，自去年11月首次报道疫苗正面消息以来，质量因素一直滞后。</blockquote></p><p> “We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”</p><p><blockquote>贝莱德的弗雷德里克斯表示：“我们正在进入周期中期环境，基本经济增长仍然强劲，但势头开始减速。”“我们的研究表明，优质股票在这样的时期表现尤其出色。”</blockquote></p><p> He recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.</p><p><blockquote>他建议增持盈利的科技公司；金融，包括银行，以及具有这些质量特征的消费品和工业。</blockquote></p><p> For <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.</p><p><blockquote>为了<a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票策略主管克里斯托弗·哈维(Christopher Harvey)表示，大流行后受益者和防御性敞口的结合才是正确的选择。他构建了一篮子波动性低于平均水平的股票——在今年秋季市场不确定性或压力时期，这些股票应该会跑赢大盘——并且“新冠贝塔值”较高，即对有关大流行的好消息或坏消息的敏感性。一个要求；富国银行的股票分析师必须将这些股票评级为“买入”。</blockquote></p><p> “There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”</p><p><blockquote>哈维表示：“近期经济存在不确定性、利率不确定性和新冠病毒风险，一般来说，我们正处于9月份左右的季节性疲软时期。”“如果我们能够平衡低波动性和高新贝塔值，我们就可以减轻其中几种催化剂时机即将到来的不确定性和波动性。不过，从长远来看，我们仍然希望[重新开放风险。]”</blockquote></p><p></p><p> Harvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(BAC),<a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust(NTRS),Lowe’s(LOW),<a href=\"https://laohu8.com/S/IQV\">IQVIA</a> Holdings(IQV), andMasco(MAS).</p><p><blockquote>哈维列出的具有高新贝塔值的低波动性股票名单包括苹果(AAPL)、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（BAC），<a href=\"https://laohu8.com/S/NTRSP\">北方的</a>信托(NTRS)、劳氏(LOW)、<a href=\"https://laohu8.com/S/IQV\">IQVIA</a>控股公司（IQV）和马斯科公司（MAS）。</blockquote></p><p> Overall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.</p><p><blockquote>总体而言，银行是未来几个月最常被推荐的群体。Invesco KBW银行交易所交易基金(KBWB)提供对美国该行业的广泛投资。</blockquote></p><p> “We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.</p><p><blockquote>“我们喜欢估值和信用质量；他们现在被允许回购股票并增加股息，而且新冠贝塔值更高，”哈维说。</blockquote></p><p> Cheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.</p><p><blockquote>较低的估值意味着市场调整中潜在的下行空间较小。而且，与股市的其他大部分地区相反，更高的利率将成为银行的顺风车，银行可能会收取更高的贷款费用。</blockquote></p><p> <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> stocks also have some fans. “<a href=\"https://laohu8.com/S/HR\">Healthcare</a> has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analysts and fitting his macro views.</p><p><blockquote><a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>股票也有一些粉丝。”<a href=\"https://laohu8.com/S/HR\">医疗保健</a>具有防御性和成长性，”威尔逊说。“如今，医疗保健行业每单位增长支付的费用比其他行业低得多。因此，我们认为，当我们担心估值时，它为这个市场提供了良好的平衡。”健康保险公司Humana(HUM)跻身威尔逊“新鲜资金买入名单”股票买入评级<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师并符合他的宏观观点。</blockquote></p><p> Nuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.</p><p><blockquote>Nuveen的Malik还将目光投向医疗保健领域，以获得相对低估的增长机会，即制药和生物技术领域。她指出了Seagen(SGEN)，该公司专注于肿瘤药物，可能成为制药巨头有吸引力的收购目标。</blockquote></p><p> Malik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.</p><p><blockquote>马利克还喜欢艾伯维(ABBV)，该公司的预期市盈率为8倍，股息收益率为4.7%。其重磅抗炎药修美乐(Humira)的专利即将到期，这让一些投资者望而却步，但马利克相信管理层能够限制损失，并看到这家价值2000亿美元的公司正在开发有前途的药物。</blockquote></p><p> Both stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>’s most promising post-Humira products.</p><p><blockquote>这两只股票最近几天都过得很艰难。Seagen上周跌超8%，报152美元左右，因有消息称其联合创始人兼首席执行官近期大量抛售股票。在美国食品和药物管理局要求为JAK抑制剂贴上新的警告标签后，ABBVIE周三上涨7%，至112.27美元。JAK抑制剂是一种抗类风湿药物，其中包括一种<a href=\"https://laohu8.com/S/ABBV\">艾伯维</a>最有前途的后修美乐产品。</blockquote></p><p> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>(PFE),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(AXP),Johnson &amp; Johnson(JNJ), andCisco Systems(CSCO) are other S&amp;P 500 members that pass a<i>Barron’s</i>screen for quality attributes.</p><p><blockquote><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>（PFE），<a href=\"https://laohu8.com/S/AXP\">美国运通</a>(AXP)、强生(JNJ)和思科系统(CSCO)是其他通过A的标普500成员<i>巴伦周刊</i>筛选质量属性。</blockquote></p><p> After a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. <a href=\"https://laohu8.com/S/JE\">Just</a> be more selective. And go with quality.</p><p><blockquote>经过一年的稳定上涨后，今年秋天投资者可能会被提醒，随着增长势头和政策支持开始消退，股市也可能下跌。但如果市场从高点下跌，潜在的经济实力支持逢低买入。<a href=\"https://laohu8.com/S/JE\">刚刚</a>更有选择性。追求质量。</blockquote></p><p></p>","source":"lsy1610680873436","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>Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?<blockquote>策略师表示，今年秋天股市可能会陷入困境。现在买什么？</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\">\nStrategists Say the Stock Market Could Struggle This Fall. What to Buy Now?<blockquote>策略师表示，今年秋天股市可能会陷入困境。现在买什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-09-07 17:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&amp;P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.</p><p><blockquote>对于市场来说，这是多么美好的一年啊！在货币和财政刺激、经济和盈利增长以及（直到最近）疫情基本消退的推动下，标准普尔500股票指数已上涨20%，连续七个月上涨，并创下50多个高点。除此之外，去年市场从2020年3月的低点反弹了68%。</blockquote></p><p> Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.</p><p><blockquote>顺风依然存在，但逆风现在迫在眉睫，可能会减缓股市的上涨。刺激支出已经见顶，经济和企业盈利增长可能会在今年年底放缓。此外，美联储几乎承诺在未来几个月开始缩减债券购买规模，拜登政府也提议提高企业和个人税率。这些都不会让股价越来越贵的持有者满意。</blockquote></p><p> In other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”</p><p><blockquote>换句话说，要做好迎接波动性下跌的准备，这种冲突迫使巴菲特股票、债券和投资者。Nuveen全球股票首席投资官Saira Malik表示：“一切反弹都已经过去。”“这不会是一场急剧上升的经济浪潮，将所有船只从这里抬起。”</blockquote></p><p> That’s the general consensus among the six market strategists and chief investment officers whom<i>Barron’s</i>recently consulted. All see the S&amp;P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.</p><p><blockquote>这是六位市场策略师和首席投资官的普遍共识<i>巴伦周刊</i>最近咨询过。所有人都认为标普500将在周四收盘价4536点附近结束今年。他们的平均目标是：4585。</blockquote></p><p> Next year’s gains look muted, as well, relative to recent trends. The group expects the S&amp;P 500 to tack on another 6% in 2022, rising to about 4800.</p><p><blockquote>相对于最近的趋势，明年的涨幅看起来也很微弱。该集团预计2022年标普500将再增加6%，升至约4800。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb61c7b74b9b0f18a019afb4ac44ad59\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">With stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.</p><p><blockquote>由于股票交易价格约为来年预期收益的21倍，债券收益率很低，考虑通货膨胀后现金收益率低于零，投资者面临着艰难的资产配置决策。我们的市场观察人士建议关注“优质”投资，而不是提振快速增长的科技股、无增长的模因股和数字世界的狗狗币的“一切反弹”。在股票方面，这意味着拥有稳健的资产负债表、不断扩大的利润率以及充足且经常性的自由现金流的企业的股票。即使未来几个月平均指数表现不大，这些股票也可能会大放异彩。</blockquote></p><p> The stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.</p><p><blockquote>过去一年股市的大幅上涨是美联储的一份礼物，美联储向金融体系注入了大量资金，以避免新冠疫情造成的经济损失。自2020年3月以来，美联储每月购买总计1200亿美元的美国国债和抵押贷款支持证券，同时将基准联邦基金利率目标维持在0%至0.25%。这些举措压低了债券收益率，并推动投资者进入包括股票在内的风险较高的资产。</blockquote></p><p> Fed Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”</p><p><blockquote>美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>曾表示，央行可能会在未来几个季度的某个时候开始逐步减少或缩减紧急资产购买，此举可能会扰乱各类风险资产。摩根士丹利(Morgan Stanley)首席投资官兼首席美国股票策略师威尔逊(Mike Wilson)表示：“对我们来说，缩减规模很简单：缩减规模就是紧缩。这是（美联储）距离最大限度宽松政策迈出的第一步。他们这次对此非常谨慎，但底线是，这应该会对股票估值产生负面影响。”</blockquote></p><p> The government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.</p><p><blockquote>策略师指出，政府的刺激支出也已见顶。每周300美元的补充联邦失业救济金将于9月6日到期。尽管国会似乎有可能在今年秋天通过一项两党基础设施法案，但与2020年3月以来推出的多轮刺激措施相比，近期的经济影响将相形见绌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c2cb76c498c1c4c980139e3d0514c261\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">The bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.</p><p><blockquote>该法案包括约5500亿美元的新支出——只是之前法律授权的数万亿美元的一小部分——并且将分散在许多年内。基础设施刺激措施将给消费者支出带来的短期提振，占美国国内生产总值增长的近70%，但不会接近去年数百万美国人收到政府支票后的经济增长。</blockquote></p><p> A budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.</p><p><blockquote>仅由民主党批准的预算法案应该遵循基础设施法案，并包括支持医疗保险扩张、儿童保育资金、免费社区大学学费、公共住房和气候相关措施以及其他政党优先事项的支出。国会可能会投票提高企业和高收入个人的税收，以抵消这些支出——这是市场面临的另一个近期风险。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/6693da658db16059fc99e08a7531675f\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Other politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a <a href=\"https://laohu8.com/S/WASH\">Washington</a> shutdown in October.</p><p><blockquote>今年秋天，其他带有政治色彩的问题同样可能会让股市脱轨。国会需要通过提高债务上限来为政府提供资金，并在本月晚些时候通过一项权宜之计的支出法案来避免<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>10月停工。</blockquote></p><p> For now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.</p><p><blockquote>目前，我们的市场专家对Covid-19德尔塔变异毒株的经济影响相对乐观。他们说，只要疫苗在最大限度地减少导致住院和死亡的严重感染方面仍然有效，当前Covid浪潮的负面影响将主要限于旅游业和电影院。华尔街对市场的基本假设不包括会破坏经济增长的新一波封锁。</blockquote></p><p> Inflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.</p><p><blockquote>通胀一直是美联储和投资者的热门话题，部分原因是通胀最近非常火爆。6月和7月，美国消费者价格指数年化涨幅为5.4%，这是美联储评级暂时性的飙升，尽管其他人不太确定。策略师们站在鲍威尔一边。他们预计明年通胀将大幅下降。他们的预测在2.5%至3.5%之间，他们认为这对消费者和公司来说是可控的，也是经济快速增长的可接受的副作用。然而，通胀率高于2.5%，加上美联储缩减规模，意味着目前超低的债券收益率应该会上升。</blockquote></p><p> “We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”</p><p><blockquote>收益投资主管迈克尔·弗雷德里克斯(Michael Fredericks)表示：“我们认为通胀将继续比金融危机以来更高，但一旦许多与重新开放相关的压力开始消散，我们很难看到通胀率远高于2.5%。”贝莱德多资产策略集团。“因此债券收益率确实需要上升，但这将逐渐发生。”</blockquote></p><p> The strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for&nbsp;the bond market—and could be even more so for stocks.</p><p><blockquote>策略师预计，到年底，10年期美国国债收益率将攀升至1.65%左右。这比当前水平高出约35个基点（即百分之几个百分点），但低于2021年3月收益率高点时达到的1.75%。该组织表示，到明年，10年期国债收益率可能达到2%。从绝对值来看，这些举措并不是很大，但对债券市场来说意义重大，对股票来说可能更是如此。</blockquote></p><p> Rising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&amp;P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.</p><p><blockquote>收益率上升往往会打压股票估值，原因有二。高收益债券提供了与股票的竞争，当以更高的利率贴现时，公司的未来收益在目前毫无价值。尽管如此，2%左右的10年期国债收益率仍不足以将股票估值降至新冠疫情爆发前的水平。即使收益率攀升，市场策略师认为标普500的市盈率仍远高于预期市盈率16倍的30年平均水平。去年秋天，该指数的远期市盈率突破23。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e08d24cb421d7cc13debd76a9c6fea01\" tg-width=\"660\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As long as 10-year Treasury yields stay in the 2% range, the S&amp;P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.</p><p><blockquote>策略师表示，只要10年期国债收益率保持在2%的范围内，标普500的远期市盈率就应该能够在十几岁左右。除非收益率高得多或其他导致股市下跌的因素带来更大压力，否则不可能回到16倍的长期平均水平。</blockquote></p><p> If yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says&nbsp;<a href=\"https://laohu8.com/S/STT\">State</a> Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”</p><p><blockquote>表示，如果收益率飙升超过2%或2.25%，投资者可能会开始更严重地质疑股票估值<a href=\"https://laohu8.com/S/STT\">国家</a>Street首席投资组合策略师Gaurav Mallik：“我们已经有一段时间没有看到（10年期国债收益率）超过2%了，因此这对投资者来说是一个重要的情绪水平。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/93ff6490069ab5dc1b4057f1ff7966f3\" tg-width=\"664\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Wilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says</p><p><blockquote>威尔逊更担心，他指出，股市的估值风险是不对称的：“市盈率不太可能上升，考虑到增长放缓和我们所处的位置，市盈率很有可能下降10%以上。在周期中，”他说</blockquote></p><p> If 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”</p><p><blockquote>他补充道，如果预期市盈率为16至23倍，“你已经处于这个范围的很高端。潜在风险大于回报。”</blockquote></p><p> Some P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&amp;P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.</p><p><blockquote>所有六位策略师的预测都包含了一些市盈率倍数的压缩，这对利润增长的路径变得更加重要。平均而言，策略师预计，继去年的盈利低迷之后，标普500今年的盈利将增长46%，至204美元左右。随后，2022年可能会上涨9%，达到约222.50美元。</blockquote></p><p></p><p> A potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.</p><p><blockquote>一个潜在的阻力是2022年联邦企业税率上升。民主党支出和税收计划的细节将在未来几周内制定出来，投资者可以期待听到更多有关潜在增税的消息。几位策略师认为，25%的联邦企业利润税率可能是一个妥协数字，高于2018年以来实施的21%，但低于拜登政府寻求的28%。</blockquote></p><p> An increase of that magnitude would shave about 5% off S&amp;P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time event for the market, some strategists predict.</p><p><blockquote>如此幅度的增长将使标普500明年的盈利减少约5%。随着今年秋天民主党和解法案的通过，该指数可能会下跌类似的幅度，但影响应该仅限于最初的调整。与2017年12月的减税一样，这一变化应该是<a href=\"https://laohu8.com/S/AONE.U\">一</a>——一些策略师预测，市场的时间事件。</blockquote></p><p> These concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.</p><p><blockquote>抛开这些担忧不谈，投资者不应错过更大的图景：美国经济状况良好，增长强劲。策略师预计今年国内生产总值将增长6.3%，2022年将增长约4%。Mallik表示：“周期性上涨和高于趋势的增长将至少持续到2022年，我们希望偏向于具有这种风险的资产。”</blockquote></p><p>   “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets  The State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.</p><p><blockquote>“今明两年我们的经济将会火爆。当GDP增长高于平均水平时，价值会战胜增长，周期性会战胜防御性。”—Lori Calvasina，加拿大皇家银行资本市场道富策略师建议在投资组合中增持材料、金融和科技股。这种方法既包括银行和矿业公司等对经济敏感的公司，也包括科技行业的稳定增长者。</blockquote></p><p> RBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.</p><p><blockquote>加拿大皇家银行资本市场(RBC Capital Markets)美国股票策略主管洛里·卡尔瓦西纳(Lori Calvasina)同样采取杠铃法，同时投资周期性和成长性。她最喜欢的行业是能源、金融和技术。</blockquote></p><p> “Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”</p><p><blockquote>卡尔瓦西纳表示：“金融和能源行业的估值仍然比增长行业（科技或非必需消费品等行业）更具吸引力。”“近期的催化剂是摆脱当前的新冠疫情浪潮……今年和明年我们将迎来经济火爆，传统上，当GDP增长高于平均水平时，价值会跑赢增长，周期性会跑赢防御性。”</blockquote></p><p> But the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.</p><p><blockquote>但对质量的关注将是关键，尤其是进入2022年下半年。届时美联储可能会在本周期内首次加息。到2023年，经济可能会恢复到新冠疫情前2%左右的增长。</blockquote></p><p> “The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”</p><p><blockquote>卡尔瓦西纳表示：“历史上的剧本是，走出衰退后，你往往会看到持续一年左右的低质量优异表现，然后领导力又会恢复到高质量。”“但从低质量回到高质量的转变往往非常坎坷。”</blockquote></p><p> <b>A Shopping List for Fall</b></p><p><blockquote><b>秋季购物清单</b></blockquote></p><p> Most strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.</p><p><blockquote>大多数策略师青睐对经济敏感的股票和稳定增长的股票（包括科技股）的组合。金融股应该会表现良好，特别是如果债券收益率上升的话。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a54c4bd114c1a5f7f700d1fc14d30d8e\" tg-width=\"970\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Although stocks with quality attributes have outperformed the market this summer, according to a <a href=\"https://laohu8.com/S/BLK\">BlackRock</a> analysis, the quality factor has lagged since positive vaccine news was first reported last November.</p><p><blockquote>尽管今年夏天具有质量属性的股票表现优于大盘，但根据一家<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>分析，自去年11月首次报道疫苗正面消息以来，质量因素一直滞后。</blockquote></p><p> “We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”</p><p><blockquote>贝莱德的弗雷德里克斯表示：“我们正在进入周期中期环境，基本经济增长仍然强劲，但势头开始减速。”“我们的研究表明，优质股票在这样的时期表现尤其出色。”</blockquote></p><p> He recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.</p><p><blockquote>他建议增持盈利的科技公司；金融，包括银行，以及具有这些质量特征的消费品和工业。</blockquote></p><p> For <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.</p><p><blockquote>为了<a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票策略主管克里斯托弗·哈维(Christopher Harvey)表示，大流行后受益者和防御性敞口的结合才是正确的选择。他构建了一篮子波动性低于平均水平的股票——在今年秋季市场不确定性或压力时期，这些股票应该会跑赢大盘——并且“新冠贝塔值”较高，即对有关大流行的好消息或坏消息的敏感性。一个要求；富国银行的股票分析师必须将这些股票评级为“买入”。</blockquote></p><p> “There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”</p><p><blockquote>哈维表示：“近期经济存在不确定性、利率不确定性和新冠病毒风险，一般来说，我们正处于9月份左右的季节性疲软时期。”“如果我们能够平衡低波动性和高新贝塔值，我们就可以减轻其中几种催化剂时机即将到来的不确定性和波动性。不过，从长远来看，我们仍然希望[重新开放风险。]”</blockquote></p><p></p><p> Harvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(BAC),<a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust(NTRS),Lowe’s(LOW),<a href=\"https://laohu8.com/S/IQV\">IQVIA</a> Holdings(IQV), andMasco(MAS).</p><p><blockquote>哈维列出的具有高新贝塔值的低波动性股票名单包括苹果(AAPL)、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（BAC），<a href=\"https://laohu8.com/S/NTRSP\">北方的</a>信托(NTRS)、劳氏(LOW)、<a href=\"https://laohu8.com/S/IQV\">IQVIA</a>控股公司（IQV）和马斯科公司（MAS）。</blockquote></p><p> Overall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.</p><p><blockquote>总体而言，银行是未来几个月最常被推荐的群体。Invesco KBW银行交易所交易基金(KBWB)提供对美国该行业的广泛投资。</blockquote></p><p> “We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.</p><p><blockquote>“我们喜欢估值和信用质量；他们现在被允许回购股票并增加股息，而且新冠贝塔值更高，”哈维说。</blockquote></p><p> Cheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.</p><p><blockquote>较低的估值意味着市场调整中潜在的下行空间较小。而且，与股市的其他大部分地区相反，更高的利率将成为银行的顺风车，银行可能会收取更高的贷款费用。</blockquote></p><p> <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> stocks also have some fans. “<a href=\"https://laohu8.com/S/HR\">Healthcare</a> has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analysts and fitting his macro views.</p><p><blockquote><a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>股票也有一些粉丝。”<a href=\"https://laohu8.com/S/HR\">医疗保健</a>具有防御性和成长性，”威尔逊说。“如今，医疗保健行业每单位增长支付的费用比其他行业低得多。因此，我们认为，当我们担心估值时，它为这个市场提供了良好的平衡。”健康保险公司Humana(HUM)跻身威尔逊“新鲜资金买入名单”股票买入评级<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师并符合他的宏观观点。</blockquote></p><p> Nuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.</p><p><blockquote>Nuveen的Malik还将目光投向医疗保健领域，以获得相对低估的增长机会，即制药和生物技术领域。她指出了Seagen(SGEN)，该公司专注于肿瘤药物，可能成为制药巨头有吸引力的收购目标。</blockquote></p><p> Malik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.</p><p><blockquote>马利克还喜欢艾伯维(ABBV)，该公司的预期市盈率为8倍，股息收益率为4.7%。其重磅抗炎药修美乐(Humira)的专利即将到期，这让一些投资者望而却步，但马利克相信管理层能够限制损失，并看到这家价值2000亿美元的公司正在开发有前途的药物。</blockquote></p><p> Both stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>’s most promising post-Humira products.</p><p><blockquote>这两只股票最近几天都过得很艰难。Seagen上周跌超8%，报152美元左右，因有消息称其联合创始人兼首席执行官近期大量抛售股票。在美国食品和药物管理局要求为JAK抑制剂贴上新的警告标签后，ABBVIE周三上涨7%，至112.27美元。JAK抑制剂是一种抗类风湿药物，其中包括一种<a href=\"https://laohu8.com/S/ABBV\">艾伯维</a>最有前途的后修美乐产品。</blockquote></p><p> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>(PFE),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(AXP),Johnson &amp; Johnson(JNJ), andCisco Systems(CSCO) are other S&amp;P 500 members that pass a<i>Barron’s</i>screen for quality attributes.</p><p><blockquote><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>（PFE），<a href=\"https://laohu8.com/S/AXP\">美国运通</a>(AXP)、强生(JNJ)和思科系统(CSCO)是其他通过A的标普500成员<i>巴伦周刊</i>筛选质量属性。</blockquote></p><p> After a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. <a href=\"https://laohu8.com/S/JE\">Just</a> be more selective. And go with quality.</p><p><blockquote>经过一年的稳定上涨后，今年秋天投资者可能会被提醒，随着增长势头和政策支持开始消退，股市也可能下跌。但如果市场从高点下跌，潜在的经济实力支持逢低买入。<a href=\"https://laohu8.com/S/JE\">刚刚</a>更有选择性。追求质量。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130130857","content_text":"What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.\nTailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.\nIn other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”\nThat’s the general consensus among the six market strategists and chief investment officers whomBarron’srecently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.\nNext year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.\nWith stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.\nThe stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.\nFed Chairman Jerome Powell has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”\nThe government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.\nThe bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.\nA budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.\nOther politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a Washington shutdown in October.\nFor now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.\nInflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.\n“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”\nThe strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.\nRising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.\n\nAs long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.\nIf yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says State Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”\n\nWilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says\nIf 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”\nSome P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.\nA potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.\nAn increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a one-time event for the market, some strategists predict.\nThese concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.\n\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n\nThe State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.\nRBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.\n“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”\nBut the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.\n“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”\nA Shopping List for Fall\nMost strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.\n\nAlthough stocks with quality attributes have outperformed the market this summer, according to a BlackRock analysis, the quality factor has lagged since positive vaccine news was first reported last November.\n“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”\nHe recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.\nFor Wells Fargo’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.\n“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”\nHarvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),Bank of America(BAC),Northern Trust(NTRS),Lowe’s(LOW),IQVIA Holdings(IQV), andMasco(MAS).\nOverall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.\n“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.\nCheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.\nHealthcare stocks also have some fans. “Healthcare has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by Morgan Stanley analysts and fitting his macro views.\nNuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.\nMalik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.\nBoth stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of AbbVie’s most promising post-Humira products.\nPfizer(PFE),American Express(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass aBarron’sscreen for quality attributes.\nAfter a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. Just be more selective. And go with quality.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}