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BigThumb
2021-12-16
Ok! Can buy now?
Singapore Developer Stocks Fall as Government Moves to Cool Housing Market<blockquote>随着政府采取行动给房地产市场降温,新加坡开发商股票下跌</blockquote>
BigThumb
2021-12-15
Yeah, Ok! [OK]
Why Salesforce.com Stock Is Down<blockquote>为什么 Salesforce.com 股价下跌</blockquote>
BigThumb
2021-12-14
Apple 🍎🚀💪🏻
AAPL Stock Price Predictions: Why One Analyst Just Set a Street-High Target for Apple<blockquote>AAPL 股价预测:为什么一位分析师刚刚为苹果设定了高于街道的目标</blockquote>
BigThumb
2021-12-13
Yupp!
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BigThumb
2021-12-11
Wow! [Strong]
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BigThumb
2021-12-10
[Strong]
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BigThumb
2021-12-08
Yeah! 🚀[Happy]
Apple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过 1%</blockquote>
BigThumb
2021-12-07
Really! 👏🏻
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BigThumb
2021-12-06
[Smart] [Gosh]
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BigThumb
2021-12-04
Sure [Doubt]
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BigThumb
2021-12-03
Ok 👌
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BigThumb
2021-12-02
[Happy] OkOk!!
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BigThumb
2021-12-01
[Happy] [Happy] [Happy]
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BigThumb
2021-11-29
Wow! [Smile]
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BigThumb
2021-11-28
Really tat smart?
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BigThumb
2021-11-28
12% annual returns only an assumption. [Smile]
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BigThumb
2021-11-27
Now What? [Serious]
Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today<blockquote>为什么富国银行、花旗集团、美国银行和摩根大通的股价今天下跌</blockquote>
BigThumb
2021-11-26
Ok!
Tesla withdrew state funding application for German battery plant - economy ministry<blockquote>特斯拉撤回德国电池厂的国家资助申请 - 经济部</blockquote>
BigThumb
2021-11-25
Haha… Any winner? [Miser]
Stock Wars: Ford Vs. Tesla<blockquote>股票大战:福特与特斯拉</blockquote>
BigThumb
2021-11-24
Yeah, only short term gains or loses
How Thanksgiving and Black Friday Affect Stocks<blockquote>感恩节和黑色星期五如何影响股市</blockquote>
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Can buy now?","listText":"Ok! Can buy now?","text":"Ok! Can buy now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690356293","repostId":"1180418146","repostType":4,"repost":{"id":"1180418146","kind":"news","pubTimestamp":1639637604,"share":"https://www.laohunote.com/m/news/1180418146?lang=zh_CN&edition=full","pubTime":"2021-12-16 14:53","market":"sg","language":"en","title":"Singapore Developer Stocks Fall as Government Moves to Cool Housing Market<blockquote>随着政府采取行动给房地产市场降温,新加坡开发商股票下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180418146","media":"Marketwatch","summary":"Shares of Singapore property developers fell Thursday amid fresh property-market cooling measures de","content":"<p>Shares of Singapore property developers fell Thursday amid fresh property-market cooling measures designed to rein in rising home prices, with analysts saying new taxes could curb property buying by foreigners in the city-state.</p><p><blockquote>新加坡房地产开发商的股价周四下跌,原因是新的房地产市场降温措施旨在遏制房价上涨,分析师表示,新税可能会抑制外国人在这个城市国家购买房产。</blockquote></p><p> City Developments Ltd.'s stock fell as much as 4.1% but pared losses to trade 3.0% lower by the midday break. UOL Group Ltd. declined 1.3%, Oxley Holdings Ltd. fell 2.7% and Frasers Property Ltd. lost 1.7%.</p><p><blockquote>City Developments Ltd. 的股价下跌 4.1%,但在午盘休息时收窄跌幅,交易价格下跌 3.0%。UOL Group Ltd. 下跌 1.3%,Oxley Holdings Ltd. 下跌 2.7%,Frasers Property Ltd. 下跌 1.7%。</blockquote></p><p> Analysts said the government moves, which raise purchase taxes known as additional buyer's stamp duty on second and subsequent homes for citizens and permanent residents, could mean developers could face lower residential-unit sales in 2022. Real-estate consultancy CBRE lowered its forecast for Singapore's new home sales to 9,000-10,000 units in 2022 from 13,000 previously.</p><p><blockquote>分析师表示,政府的举措提高了对公民和永久居民的第二套及后续住房征收的购置税,即额外的买家印花税,这可能意味着开发商可能会在 2022 年面临住宅单元销售额下降的问题。房地产咨询公司世邦魏理仕 (CBRE) 将新加坡 2022 年新屋销售预测从之前的 13,000 套下调至 9,000-10,000 套。</blockquote></p><p> The new measures are also likely to hurt foreigners' demand for Singapore properties, potentially cutting foreign-capital inflows into the residential space, said Savills Singapore head of research and consultancy Alan Cheong.</p><p><blockquote>第一太平戴维斯新加坡研究和咨询主管Alan Cheong表示,新措施还可能损害外国人对新加坡房地产的需求,可能会减少外国资本流入住宅领域。</blockquote></p><p> The new rules raise the home purchase tax for foreigners buying any residential property to 30% from 20%.</p><p><blockquote>新规定将购买任何住宅物业的外国人的购房税从20%提高到30%。</blockquote></p><p> The effect on domestic homebuying sentiment is likely to be less negative, he said, given that most local home buyers would be buying first properties. Purchase taxes for first homes remain unchanged at 0% for Singapore citizens and 5% for permanent residents.</p><p><blockquote>他表示,鉴于大多数本地购房者将首先购买房产,这对国内购房情绪的影响可能不那么负面。新加坡公民首次置业的购置税保持不变,为0%,永久居民为5%。</blockquote></p><p> \"There is nothing alarming about this [purchase tax] rate of increase because there should still be heightened levels of inflationary tailwinds next year,\" he added. He said that property-market cooling measures introduced in 2018 were already holding back a \"tidal wave\" of demand.</p><p><blockquote>他补充说:“这种[购置税]增长率并没有什么令人担忧的,因为明年通胀的顺风水平应该仍然会加剧。”他表示,2018年推出的房地产市场降温措施已经遏制了需求的“浪潮”。</blockquote></p><p> CBRE forecasts residential property prices to be in the range of flat to 3% higher in 2022. Savills expects home prices to rise 7%, in line with its expectations for Singapore's nominal GDP growth.</p><p><blockquote>世邦魏理仕预测 2022 年住宅房地产价格将持平至上涨 3%。第一太平戴维斯预计房价将上涨 7%,与其对新加坡名义 GDP 增长的预期一致。</blockquote></p><p></p>","source":"market_watch","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>Singapore Developer Stocks Fall as Government Moves to Cool Housing Market<blockquote>随着政府采取行动给房地产市场降温,新加坡开发商股票下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nSingapore Developer Stocks Fall as Government Moves to Cool Housing Market<blockquote>随着政府采取行动给房地产市场降温,新加坡开发商股票下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-12-16 14:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of Singapore property developers fell Thursday amid fresh property-market cooling measures designed to rein in rising home prices, with analysts saying new taxes could curb property buying by foreigners in the city-state.</p><p><blockquote>新加坡房地产开发商的股价周四下跌,原因是新的房地产市场降温措施旨在遏制房价上涨,分析师表示,新税可能会抑制外国人在这个城市国家购买房产。</blockquote></p><p> City Developments Ltd.'s stock fell as much as 4.1% but pared losses to trade 3.0% lower by the midday break. UOL Group Ltd. declined 1.3%, Oxley Holdings Ltd. fell 2.7% and Frasers Property Ltd. lost 1.7%.</p><p><blockquote>City Developments Ltd. 的股价下跌 4.1%,但在午盘休息时收窄跌幅,交易价格下跌 3.0%。UOL Group Ltd. 下跌 1.3%,Oxley Holdings Ltd. 下跌 2.7%,Frasers Property Ltd. 下跌 1.7%。</blockquote></p><p> Analysts said the government moves, which raise purchase taxes known as additional buyer's stamp duty on second and subsequent homes for citizens and permanent residents, could mean developers could face lower residential-unit sales in 2022. Real-estate consultancy CBRE lowered its forecast for Singapore's new home sales to 9,000-10,000 units in 2022 from 13,000 previously.</p><p><blockquote>分析师表示,政府的举措提高了对公民和永久居民的第二套及后续住房征收的购置税,即额外的买家印花税,这可能意味着开发商可能会在 2022 年面临住宅单元销售额下降的问题。房地产咨询公司世邦魏理仕 (CBRE) 将新加坡 2022 年新屋销售预测从之前的 13,000 套下调至 9,000-10,000 套。</blockquote></p><p> The new measures are also likely to hurt foreigners' demand for Singapore properties, potentially cutting foreign-capital inflows into the residential space, said Savills Singapore head of research and consultancy Alan Cheong.</p><p><blockquote>第一太平戴维斯新加坡研究和咨询主管Alan Cheong表示,新措施还可能损害外国人对新加坡房地产的需求,可能会减少外国资本流入住宅领域。</blockquote></p><p> The new rules raise the home purchase tax for foreigners buying any residential property to 30% from 20%.</p><p><blockquote>新规定将购买任何住宅物业的外国人的购房税从20%提高到30%。</blockquote></p><p> The effect on domestic homebuying sentiment is likely to be less negative, he said, given that most local home buyers would be buying first properties. Purchase taxes for first homes remain unchanged at 0% for Singapore citizens and 5% for permanent residents.</p><p><blockquote>他表示,鉴于大多数本地购房者将首先购买房产,这对国内购房情绪的影响可能不那么负面。新加坡公民首次置业的购置税保持不变,为0%,永久居民为5%。</blockquote></p><p> \"There is nothing alarming about this [purchase tax] rate of increase because there should still be heightened levels of inflationary tailwinds next year,\" he added. He said that property-market cooling measures introduced in 2018 were already holding back a \"tidal wave\" of demand.</p><p><blockquote>他补充说:“这种[购置税]增长率并没有什么令人担忧的,因为明年通胀的顺风水平应该仍然会加剧。”他表示,2018年推出的房地产市场降温措施已经遏制了需求的“浪潮”。</blockquote></p><p> CBRE forecasts residential property prices to be in the range of flat to 3% higher in 2022. Savills expects home prices to rise 7%, in line with its expectations for Singapore's nominal GDP growth.</p><p><blockquote>世邦魏理仕预测 2022 年住宅房地产价格将持平至上涨 3%。第一太平戴维斯预计房价将上涨 7%,与其对新加坡名义 GDP 增长的预期一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/singapore-developer-stocks-fall-as-government-moves-to-cool-housing-market-271639628040?mod=newsviewer_click\">Marketwatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C09.SI":"城市发展","U14.SI":"华业集团","5UX.SI":"豪利"},"source_url":"https://www.marketwatch.com/story/singapore-developer-stocks-fall-as-government-moves-to-cool-housing-market-271639628040?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1180418146","content_text":"Shares of Singapore property developers fell Thursday amid fresh property-market cooling measures designed to rein in rising home prices, with analysts saying new taxes could curb property buying by foreigners in the city-state.\nCity Developments Ltd.'s stock fell as much as 4.1% but pared losses to trade 3.0% lower by the midday break. UOL Group Ltd. declined 1.3%, Oxley Holdings Ltd. fell 2.7% and Frasers Property Ltd. lost 1.7%.\nAnalysts said the government moves, which raise purchase taxes known as additional buyer's stamp duty on second and subsequent homes for citizens and permanent residents, could mean developers could face lower residential-unit sales in 2022. Real-estate consultancy CBRE lowered its forecast for Singapore's new home sales to 9,000-10,000 units in 2022 from 13,000 previously.\nThe new measures are also likely to hurt foreigners' demand for Singapore properties, potentially cutting foreign-capital inflows into the residential space, said Savills Singapore head of research and consultancy Alan Cheong.\nThe new rules raise the home purchase tax for foreigners buying any residential property to 30% from 20%.\nThe effect on domestic homebuying sentiment is likely to be less negative, he said, given that most local home buyers would be buying first properties. Purchase taxes for first homes remain unchanged at 0% for Singapore citizens and 5% for permanent residents.\n\"There is nothing alarming about this [purchase tax] rate of increase because there should still be heightened levels of inflationary tailwinds next year,\" he added. He said that property-market cooling measures introduced in 2018 were already holding back a \"tidal wave\" of demand.\nCBRE forecasts residential property prices to be in the range of flat to 3% higher in 2022. Savills expects home prices to rise 7%, in line with its expectations for Singapore's nominal GDP growth.","news_type":1,"symbols_score_info":{"C09.SI":0.9,"5UX.SI":0.9,"U14.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607655621,"gmtCreate":1639536064958,"gmtModify":1639536065655,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Yeah, Ok! [OK] ","listText":"Yeah, Ok! [OK] ","text":"Yeah, Ok! [OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607655621","repostId":"1115021877","repostType":4,"repost":{"id":"1115021877","kind":"news","pubTimestamp":1639535620,"share":"https://www.laohunote.com/m/news/1115021877?lang=zh_CN&edition=full","pubTime":"2021-12-15 10:33","market":"us","language":"en","title":"Why Salesforce.com Stock Is Down<blockquote>为什么 Salesforce.com 股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115021877","media":"Motley Fool","summary":"Key Points\n\nThe software-as-a-service company recently provided weaker-than-expected fiscal fourth-q","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>The software-as-a-service company recently provided weaker-than-expected fiscal fourth-quarter revenue guidance.</li> <li>Shares of Salesforce have been slammed amid a sell-off that has largely been targeting tech stocks.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>这家软件即服务公司最近提供的第四财季收入指引弱于预期。</li><li>由于主要针对科技股的抛售,Salesforce 股价遭受重创。</li></ul><b>发生了什么事</b></blockquote></p><p> Shares of customer relationship management software company <b>Salesforce.com</b>(NYSE:CRM)fell sharply on Tuesday. The stock declined as much as 4.5%, but shares were down 3.83% as of 4 p.m. ET.</p><p><blockquote>客户关系管理软件公司股份<b>销售力量网站</b>(纽约证券交易所股票代码:CRM)周二大幅下跌。该股跌幅高达 4.5%,但截至美国东部时间下午 4 点,股价下跌 3.83%。</blockquote></p><p> The stock's pullback is likely primarily due to general weakness in many tech stocks on Tuesday.</p><p><blockquote>该股回调可能主要是由于周二许多科技股普遍疲软。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Salesforce's decline comes not long after the company reported strong fiscal third-quarter results but provided mixed guidance for its fourth quarter of fiscal 2022. Revenue in the company's fiscal third quarter rose 27% year, coming in about in line with analyst expectations. Adjusted earnings per share for the period were slightly better than expected. While the company's revenue guidance for the fourth quarter of fiscal 2022 was above analysts' consensus estimate, management's view for revenue in the first quarter of fiscal 2023 was slightly below what analysts were expecting.</p><p><blockquote>Salesforce 的下滑发生在该公司公布强劲的第三财季业绩后不久,但对 2022 财年第四季度的指引好坏参半。该公司第三财季收入同比增长 27%,大致符合分析师预期。期内调整后每股盈利略好于预期。虽然该公司 2022 财年第四季度的收入指引高于分析师的一致预期,但管理层对 2023 财年第一季度收入的看法略低于分析师的预期。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The market seems to be bearish on tech stocks recently, as investors seem to be paring back on some investments with premium valuations amid worse-than-expected inflation data and potential rate hikes from the Federal Reserve around the corner.</p><p><blockquote>最近市场似乎看跌科技股,因为在通胀数据差于预期以及美联储可能加息的情况下,投资者似乎正在削减一些估值溢价的投资。</blockquote></p><p> But investors may want to put Salesforce stock on their watch list, as the stock has been punished pretty badly recently, falling 17% over the past 30 days. Moreover, the stock's 14% year-to-date gain is well behind the S&P 500's 23% gain this year.</p><p><blockquote>但投资者可能希望将 Salesforce 股票列入观察名单,因为该股最近受到了相当严重的惩罚,在过去 30 天内下跌了 17%。此外,该股今年迄今 14% 的涨幅远远落后于标准普尔 500 指数今年 23% 的涨幅。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Salesforce.com Stock Is Down<blockquote>为什么 Salesforce.com 股价下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Salesforce.com Stock Is Down<blockquote>为什么 Salesforce.com 股价下跌</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\">2021-12-15 10:33</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 software-as-a-service company recently provided weaker-than-expected fiscal fourth-quarter revenue guidance.</li> <li>Shares of Salesforce have been slammed amid a sell-off that has largely been targeting tech stocks.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li>这家软件即服务公司最近提供的第四财季收入指引弱于预期。</li><li>由于主要针对科技股的抛售,Salesforce 股价遭受重创。</li></ul><b>发生了什么事</b></blockquote></p><p> Shares of customer relationship management software company <b>Salesforce.com</b>(NYSE:CRM)fell sharply on Tuesday. The stock declined as much as 4.5%, but shares were down 3.83% as of 4 p.m. ET.</p><p><blockquote>客户关系管理软件公司股份<b>销售力量网站</b>(纽约证券交易所股票代码:CRM)周二大幅下跌。该股跌幅高达 4.5%,但截至美国东部时间下午 4 点,股价下跌 3.83%。</blockquote></p><p> The stock's pullback is likely primarily due to general weakness in many tech stocks on Tuesday.</p><p><blockquote>该股回调可能主要是由于周二许多科技股普遍疲软。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Salesforce's decline comes not long after the company reported strong fiscal third-quarter results but provided mixed guidance for its fourth quarter of fiscal 2022. Revenue in the company's fiscal third quarter rose 27% year, coming in about in line with analyst expectations. Adjusted earnings per share for the period were slightly better than expected. While the company's revenue guidance for the fourth quarter of fiscal 2022 was above analysts' consensus estimate, management's view for revenue in the first quarter of fiscal 2023 was slightly below what analysts were expecting.</p><p><blockquote>Salesforce 的下滑发生在该公司公布强劲的第三财季业绩后不久,但对 2022 财年第四季度的指引好坏参半。该公司第三财季收入同比增长 27%,大致符合分析师预期。期内调整后每股盈利略好于预期。虽然该公司 2022 财年第四季度的收入指引高于分析师的一致预期,但管理层对 2023 财年第一季度收入的看法略低于分析师的预期。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The market seems to be bearish on tech stocks recently, as investors seem to be paring back on some investments with premium valuations amid worse-than-expected inflation data and potential rate hikes from the Federal Reserve around the corner.</p><p><blockquote>最近市场似乎看跌科技股,因为在通胀数据差于预期以及美联储可能加息的情况下,投资者似乎正在削减一些估值溢价的投资。</blockquote></p><p> But investors may want to put Salesforce stock on their watch list, as the stock has been punished pretty badly recently, falling 17% over the past 30 days. Moreover, the stock's 14% year-to-date gain is well behind the S&P 500's 23% gain this year.</p><p><blockquote>但投资者可能希望将 Salesforce 股票列入观察名单,因为该股最近受到了相当严重的惩罚,在过去 30 天内下跌了 17%。此外,该股今年迄今 14% 的涨幅远远落后于标准普尔 500 指数今年 23% 的涨幅。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/14/why-salesforcecom-stock-is-down-today/\">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":{"CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2021/12/14/why-salesforcecom-stock-is-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115021877","content_text":"Key Points\n\nThe software-as-a-service company recently provided weaker-than-expected fiscal fourth-quarter revenue guidance.\nShares of Salesforce have been slammed amid a sell-off that has largely been targeting tech stocks.\n\nWhat happened\nShares of customer relationship management software company Salesforce.com(NYSE:CRM)fell sharply on Tuesday. The stock declined as much as 4.5%, but shares were down 3.83% as of 4 p.m. ET.\nThe stock's pullback is likely primarily due to general weakness in many tech stocks on Tuesday.\nSo what\nSalesforce's decline comes not long after the company reported strong fiscal third-quarter results but provided mixed guidance for its fourth quarter of fiscal 2022. Revenue in the company's fiscal third quarter rose 27% year, coming in about in line with analyst expectations. Adjusted earnings per share for the period were slightly better than expected. While the company's revenue guidance for the fourth quarter of fiscal 2022 was above analysts' consensus estimate, management's view for revenue in the first quarter of fiscal 2023 was slightly below what analysts were expecting.\nNow what\nThe market seems to be bearish on tech stocks recently, as investors seem to be paring back on some investments with premium valuations amid worse-than-expected inflation data and potential rate hikes from the Federal Reserve around the corner.\nBut investors may want to put Salesforce stock on their watch list, as the stock has been punished pretty badly recently, falling 17% over the past 30 days. Moreover, the stock's 14% year-to-date gain is well behind the S&P 500's 23% gain this year.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":5360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604792643,"gmtCreate":1639444339797,"gmtModify":1639444340560,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Apple 🍎🚀💪🏻","listText":"Apple 🍎🚀💪🏻","text":"Apple 🍎🚀💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604792643","repostId":"1113010542","repostType":4,"repost":{"id":"1113010542","kind":"news","pubTimestamp":1639442922,"share":"https://www.laohunote.com/m/news/1113010542?lang=zh_CN&edition=full","pubTime":"2021-12-14 08:48","market":"us","language":"en","title":"AAPL Stock Price Predictions: Why One Analyst Just Set a Street-High Target for Apple<blockquote>AAPL 股价预测:为什么一位分析师刚刚为苹果设定了高于街道的目标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113010542","media":"investor place","summary":"Tech titan Apple (NASDAQ:AAPL) has reason for celebration today after investment bank J.P. Morgan up","content":"<p><div> Tech titan Apple (NASDAQ:AAPL) has reason for celebration today after investment bank J.P. Morgan upgraded its outlook on the company. Analysts at the bank raised the price target of AAPL stock to $...</p><p><blockquote><div>在投资银行摩根大通上调对科技巨头苹果(纳斯达克股票代码:AAPL)的展望后,今天有理由庆祝。该银行分析师将 AAPL 股票的目标价上调至美元……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AAPL Stock Price Predictions: Why One Analyst Just Set a Street-High Target for Apple<blockquote>AAPL 股价预测:为什么一位分析师刚刚为苹果设定了高于街道的目标</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\">\nAAPL Stock Price Predictions: Why One Analyst Just Set a Street-High Target for Apple<blockquote>AAPL 股价预测:为什么一位分析师刚刚为苹果设定了高于街道的目标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investor place</strong><span class=\"h-time small\">2021-12-14 08:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tech titan Apple (NASDAQ:AAPL) has reason for celebration today after investment bank J.P. Morgan upgraded its outlook on the company. Analysts at the bank raised the price target of AAPL stock to $...</p><p><blockquote><div>在投资银行摩根大通上调对科技巨头苹果(纳斯达克股票代码:AAPL)的展望后,今天有理由庆祝。该银行分析师将 AAPL 股票的目标价上调至美元……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/\">investor place</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2021/12/aapl-stock-price-predictions-why-one-analyst-just-set-a-street-high-target-for-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113010542","content_text":"Tech titan Apple (NASDAQ:AAPL) has reason for celebration today after investment bank J.P. Morgan upgraded its outlook on the company. Analysts at the bank raised the price target of AAPL stock to $210 from its previous $180 target. J.P. Morgan isn’t the only one making bullish claims for Apple as of late, either. Morgan Stanley followed suit earlier this month, raising its price target to $200 per share. With that said, let’s take a look at other AAPL stock price predictions.\nApple is apparently developing two new projects that have markets talking: autonomous vehicles and virtual reality (VR). These are a big part of Morgan Stanley’s renewed confidence in the company. Reasonably so.\n\nMorgan Stanley analysts spoke to more than 40 venture capitalists, who emphasized the impact Apple has on product adoption. Areas like VR are still functionally in their infancy. A premium, vertically integrated brand like Apple vouching for its legitimacy could bolster overall interest dramatically.\n\nThere has also been a change of fortune as it pertains to the iPhone 13. While it largely underperformed early in the year, sales can be expected to rebound amid news of lessening supply constraints. J.P. Morgan also cited the launch of a new 5G iPhone SE, which some predict will launch early next year.\n\nThere’s plenty to write home about for Apple fans around the world. With Apple currently sitting at $175.57, what do the experts think about Apple’s upside potential? Let’s take a look.\n\nAAPL Stock Price Predictions: How High Can Apple Climb?\nAccording to CNN Business, Apple is just about where it should be. Based on the 12-month forecast of 37 analysts, the median price target is $175.\nWalletInvestor sees Apple moving up in the immediate, short and long terms. It has a two-week target of $191.22, a one-year forecast of $219.17 and a five-year prediction of $387.52. Indeed, the platform is indisputably bullish on the company.\nGov Capital has even higher expectations for AAPL. It set a one-year forecast of $259.94 and a five-year forecast of $726.04","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604818214,"gmtCreate":1639368848267,"gmtModify":1639368849018,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Yupp! ","listText":"Yupp! ","text":"Yupp!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604818214","repostId":"2191708046","repostType":4,"isVote":1,"tweetType":1,"viewCount":5341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605573843,"gmtCreate":1639199956218,"gmtModify":1639199956966,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Wow! [Strong] ","listText":"Wow! [Strong] ","text":"Wow! [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605573843","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":3626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605369558,"gmtCreate":1639115470508,"gmtModify":1639115471282,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"[Strong] ","listText":"[Strong] ","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605369558","repostId":"2190647576","repostType":4,"isVote":1,"tweetType":1,"viewCount":5055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602981205,"gmtCreate":1638957105868,"gmtModify":1638957133120,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Yeah! 🚀[Happy] ","listText":"Yeah! 🚀[Happy] ","text":"Yeah! 🚀[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602981205","repostId":"1189850079","repostType":4,"repost":{"id":"1189850079","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":1638954825,"share":"https://www.laohunote.com/m/news/1189850079?lang=zh_CN&edition=full","pubTime":"2021-12-08 17:13","market":"us","language":"en","title":"Apple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过 1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189850079","media":"Tiger Newspress","summary":"Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to rea","content":"<p>Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.</p><p><blockquote>有报道称,苹果告诉供应商加快 11 月、12 月和 1 月 iPhone 的生产速度,苹果股价在盘前交易中上涨超过 1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bbd124a3954ad6191a98fd9b5a2a1c1\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.</p><p><blockquote>直接参与其供应链的人士告诉《日经新闻》,9 月和 10 月,iPhone 13 系列的产量比之前的计划下降了 20%。尽管苹果优先考虑了最新旗舰智能手机(该公司最重要的收入来源)的所有必要组件,而牺牲了 iPad 等其他产品以及 iPhone 12 和 iPhone SE 等老款产品。</blockquote></p><p> Over the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.</p><p><blockquote>《日经新闻》从多个消息来源获悉,同期,共享组件的重新分配进一步挤压了 iPad 组装,导致产量比计划减少了约 50%,而老一代 iPhone 的产量预测也下降了约 25%。到11月份,iPad和旧款iPhone的情况并没有太大改善。</blockquote></p><p> Apple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.</p><p><blockquote>知情人士告诉《日经新闻》,苹果被迫缩减 2021 年的总产量目标。12月初,该公司计划在年底前仅生产约8300万至8500万部iPhone 13系列,低于其设定的高达9500万部的雄心勃勃的目标,以抓住西方经济从COVID-19封锁中重新开放后的第一个购物季。消息人士称,总体而言,尽管 11 月份产量再次加快,但苹果仍比今年总共生产 2.3 亿部 iPhone 的目标少了约 1500 万部,这是 2021 年初设定的雄心勃勃的目标。</blockquote></p><p> Apple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December. \"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source with direct knowledge of the conversations.</p><p><blockquote>消息人士称,在过去几个月跌跌撞撞之后,苹果告诉供应商在11月、12月和1月重新加快iPhone的生产。过去两天的沟通表明,该公司希望比 12 月初的预期更接近 500 万部以上的最初目标。“一位直接了解对话情况的消息人士说:”对 iPhone 13 系列的需求应该能够延续到明年 1 月,因为苹果不想浪费从华为手中夺取更多优势的机会,而三星和小米正遭受芯片和零部件不匹配的困扰。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过 1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过 1%</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\">2021-12-08 17:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.</p><p><blockquote>有报道称,苹果告诉供应商加快 11 月、12 月和 1 月 iPhone 的生产速度,苹果股价在盘前交易中上涨超过 1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bbd124a3954ad6191a98fd9b5a2a1c1\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.</p><p><blockquote>直接参与其供应链的人士告诉《日经新闻》,9 月和 10 月,iPhone 13 系列的产量比之前的计划下降了 20%。尽管苹果优先考虑了最新旗舰智能手机(该公司最重要的收入来源)的所有必要组件,而牺牲了 iPad 等其他产品以及 iPhone 12 和 iPhone SE 等老款产品。</blockquote></p><p> Over the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.</p><p><blockquote>《日经新闻》从多个消息来源获悉,同期,共享组件的重新分配进一步挤压了 iPad 组装,导致产量比计划减少了约 50%,而老一代 iPhone 的产量预测也下降了约 25%。到11月份,iPad和旧款iPhone的情况并没有太大改善。</blockquote></p><p> Apple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.</p><p><blockquote>知情人士告诉《日经新闻》,苹果被迫缩减 2021 年的总产量目标。12月初,该公司计划在年底前仅生产约8300万至8500万部iPhone 13系列,低于其设定的高达9500万部的雄心勃勃的目标,以抓住西方经济从COVID-19封锁中重新开放后的第一个购物季。消息人士称,总体而言,尽管 11 月份产量再次加快,但苹果仍比今年总共生产 2.3 亿部 iPhone 的目标少了约 1500 万部,这是 2021 年初设定的雄心勃勃的目标。</blockquote></p><p> Apple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December. \"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source with direct knowledge of the conversations.</p><p><blockquote>消息人士称,在过去几个月跌跌撞撞之后,苹果告诉供应商在11月、12月和1月重新加快iPhone的生产。过去两天的沟通表明,该公司希望比 12 月初的预期更接近 500 万部以上的最初目标。“一位直接了解对话情况的消息人士说:”对 iPhone 13 系列的需求应该能够延续到明年 1 月,因为苹果不想浪费从华为手中夺取更多优势的机会,而三星和小米正遭受芯片和零部件不匹配的困扰。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189850079","content_text":"Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.\n\nIn September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.\nOver the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.\nApple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.\nApple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December. \"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source with direct knowledge of the conversations.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606889086,"gmtCreate":1638855432962,"gmtModify":1638855433625,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Really! 👏🏻","listText":"Really! 👏🏻","text":"Really! 👏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606889086","repostId":"1100264021","repostType":4,"isVote":1,"tweetType":1,"viewCount":3493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608400193,"gmtCreate":1638768442959,"gmtModify":1638768443357,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"[Smart] [Gosh] ","listText":"[Smart] [Gosh] ","text":"[Smart] [Gosh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608400193","repostId":"2189508824","repostType":4,"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608388128,"gmtCreate":1638626961085,"gmtModify":1638626961417,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Sure [Doubt] ","listText":"Sure [Doubt] ","text":"Sure [Doubt]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608388128","repostId":"2188057871","repostType":4,"isVote":1,"tweetType":1,"viewCount":3634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601690061,"gmtCreate":1638517872899,"gmtModify":1638517873274,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Ok 👌 ","listText":"Ok 👌 ","text":"Ok 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601690061","repostId":"1104525083","repostType":4,"isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603248002,"gmtCreate":1638418174878,"gmtModify":1638418176098,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"[Happy] OkOk!! 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[Smile] ","listText":"Wow! [Smile] ","text":"Wow! [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600410368","repostId":"1177474272","repostType":4,"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600373926,"gmtCreate":1638076084704,"gmtModify":1638076085023,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Really tat smart? ","listText":"Really tat smart? ","text":"Really tat smart?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600373926","repostId":"2186328507","repostType":4,"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600379820,"gmtCreate":1638075942201,"gmtModify":1638077759517,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"12% annual returns only an assumption. [Smile] ","listText":"12% annual returns only an assumption. [Smile] ","text":"12% annual returns only an assumption. [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600379820","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877426839,"gmtCreate":1637974894146,"gmtModify":1637974894474,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Now What? [Serious] ","listText":"Now What? [Serious] ","text":"Now What? [Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877426839","repostId":"1177270358","repostType":4,"repost":{"id":"1177270358","kind":"news","pubTimestamp":1637972840,"share":"https://www.laohunote.com/m/news/1177270358?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:27","market":"us","language":"en","title":"Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today<blockquote>为什么富国银行、花旗集团、美国银行和摩根大通的股价今天下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177270358","media":"Motley Fool","summary":"What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Ind","content":"<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of all the major U.S. bank stocks struggled today, along with the <b>Dow Jones Industrial Average</b>, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.</p><p><blockquote>美国所有主要银行股的股价今天都陷入困境,<b>道琼斯工业指数</b>在这个缩短的交易日里,该指数一度下跌了 1,000 点,这是该指数 2021 年全年最严重的跌幅。</blockquote></p><p> Shares of America's largest bank by assets,<b>JPMorgan Chase</b>(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,<b>Bank of America</b>(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down <b>Citigroup</b>(NYSE:C)had fallen more than 3%, and <b>Wells Fargo</b>(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.</p><p><blockquote>美国资产最大银行的股票,<b>摩根大通</b>(纽约证券交易所股票代码:JPM),截至中午 12:30 下跌 3.4%美国东部时间,而美国第二大银行的股票,<b>美国银行</b>(纽约证券交易所股票代码:BAC),跌幅超过4%。与此同时,越是被打败<b>花旗集团</b>(纽约证券交易所股票代码:C)下跌超过 3%,并且<b>富国银行</b>(纽约证券交易所股票代码:WFC)下跌超过5%。对于更稳定的大盘股来说,这些都是每日的大波动。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> While Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.</p><p><blockquote>当美国人正在享受感恩节大餐时,多家媒体报道称,南非出现了一种新的冠状病毒变种,称为B.1.1.529变种。</blockquote></p><p> Scientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company <b>Merck</b>, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.</p><p><blockquote>科学家报告说,这种毒株的刺突蛋白有30多个突变,刺突蛋白是病毒附着在人的细胞上的部分。这比德尔塔变异毒株明显更多的突变。制药公司雪上加霜<b>默克</b>该公司一直在开发一种抗病毒药丸,以治疗人们感染病毒后更严重的 COVID-19 病例,并透露该药丸的治疗效果不如最初希望的那么好。</blockquote></p><p> The variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.</p><p><blockquote>这一变异消息引起了强烈的全球反应,世界卫生组织召开了紧急会议进行讨论。此外,欧盟提议禁止来自南非的航班。目前尚不清楚 B.1.1.529 变体的病例有多严重,但早期知识让科学家和专家极为担忧。</blockquote></p><p> \"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.</p><p><blockquote>范德比尔特大学预防医学教授威廉·沙夫纳 (William Schaffner) 表示:“如果我们有另一种比德尔塔病毒更容易传播的新冠病毒毒株,这将对我们世界各地的所有人构成挑战,因为当德尔塔病毒今年夏天到来时,它改变了游戏规则。”今天告诉 CNBC。</blockquote></p><p> Banksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.</p><p><blockquote>银行与经济密切相关,因为它们放贷并与经济中的大多数部门互动。因此,每当出现新的变种并有可能增加病例时,这是一个将受到打击的行业,因为投资者担心未来潜在的封锁、经济增长停滞以及潜在的贷款质量担忧。</blockquote></p><p> The news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.</p><p><blockquote>这一消息发布之际,市场本已岌岌可危,过去几周,市场一直在应对通胀环境走强、债券收益率上升以及美联储明年可能上调联邦基金基准利率的情绪日益高涨。</blockquote></p><p> Furthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.</p><p><blockquote>此外,拉斯伯恩投资管理公司(Rathbone Investment Management)联席首席投资官爱德华·史密斯(Edward Smith)表示,与通货膨胀的斗争可能会使联邦政府更难应对新一波严重的冠状病毒。</blockquote></p><p> \"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he told<i>The Wall Street Journal</i>. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.</p><p><blockquote>“这是令人担忧的主要原因:考虑到通货膨胀,这次政策能否做出反应并救助市场和经济?”他说<i>华尔街日报</i>史密斯还表示,更多的封锁或限制可能会继续增加全球供应链问题,并加剧通货膨胀。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> While I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.</p><p><blockquote>虽然我认为全球对这种新变种的强烈反应是有道理的,但我还没有准备好恐慌。我们仍然不知道它有多严重,也不知道它是否可以逃避疫苗。</blockquote></p><p> I also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great buying opportunity.</p><p><blockquote>考虑到这些大型美国银行股在 2020 年大流行期间的表现,我对它们也相当有信心。他们都拥有雄厚的资本水平和充足的流动性,这让我对他们能够度过另一次低迷充满信心。特别是,花旗集团的回调在我看来是一个绝佳的买入机会,该集团的交易价格已经处于被击败的水平。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today<blockquote>为什么富国银行、花旗集团、美国银行和摩根大通的股价今天下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today<blockquote>为什么富国银行、花旗集团、美国银行和摩根大通的股价今天下跌</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\">2021-11-27 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Shares of all the major U.S. bank stocks struggled today, along with the <b>Dow Jones Industrial Average</b>, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.</p><p><blockquote>美国所有主要银行股的股价今天都陷入困境,<b>道琼斯工业指数</b>在这个缩短的交易日里,该指数一度下跌了 1,000 点,这是该指数 2021 年全年最严重的跌幅。</blockquote></p><p> Shares of America's largest bank by assets,<b>JPMorgan Chase</b>(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,<b>Bank of America</b>(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down <b>Citigroup</b>(NYSE:C)had fallen more than 3%, and <b>Wells Fargo</b>(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.</p><p><blockquote>美国资产最大银行的股票,<b>摩根大通</b>(纽约证券交易所股票代码:JPM),截至中午 12:30 下跌 3.4%美国东部时间,而美国第二大银行的股票,<b>美国银行</b>(纽约证券交易所股票代码:BAC),跌幅超过4%。与此同时,越是被打败<b>花旗集团</b>(纽约证券交易所股票代码:C)下跌超过 3%,并且<b>富国银行</b>(纽约证券交易所股票代码:WFC)下跌超过5%。对于更稳定的大盘股来说,这些都是每日的大波动。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> While Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.</p><p><blockquote>当美国人正在享受感恩节大餐时,多家媒体报道称,南非出现了一种新的冠状病毒变种,称为B.1.1.529变种。</blockquote></p><p> Scientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company <b>Merck</b>, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.</p><p><blockquote>科学家报告说,这种毒株的刺突蛋白有30多个突变,刺突蛋白是病毒附着在人的细胞上的部分。这比德尔塔变异毒株明显更多的突变。制药公司雪上加霜<b>默克</b>该公司一直在开发一种抗病毒药丸,以治疗人们感染病毒后更严重的 COVID-19 病例,并透露该药丸的治疗效果不如最初希望的那么好。</blockquote></p><p> The variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.</p><p><blockquote>这一变异消息引起了强烈的全球反应,世界卫生组织召开了紧急会议进行讨论。此外,欧盟提议禁止来自南非的航班。目前尚不清楚 B.1.1.529 变体的病例有多严重,但早期知识让科学家和专家极为担忧。</blockquote></p><p> \"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.</p><p><blockquote>范德比尔特大学预防医学教授威廉·沙夫纳 (William Schaffner) 表示:“如果我们有另一种比德尔塔病毒更容易传播的新冠病毒毒株,这将对我们世界各地的所有人构成挑战,因为当德尔塔病毒今年夏天到来时,它改变了游戏规则。”今天告诉 CNBC。</blockquote></p><p> Banksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.</p><p><blockquote>银行与经济密切相关,因为它们放贷并与经济中的大多数部门互动。因此,每当出现新的变种并有可能增加病例时,这是一个将受到打击的行业,因为投资者担心未来潜在的封锁、经济增长停滞以及潜在的贷款质量担忧。</blockquote></p><p> The news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.</p><p><blockquote>这一消息发布之际,市场本已岌岌可危,过去几周,市场一直在应对通胀环境走强、债券收益率上升以及美联储明年可能上调联邦基金基准利率的情绪日益高涨。</blockquote></p><p> Furthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.</p><p><blockquote>此外,拉斯伯恩投资管理公司(Rathbone Investment Management)联席首席投资官爱德华·史密斯(Edward Smith)表示,与通货膨胀的斗争可能会使联邦政府更难应对新一波严重的冠状病毒。</blockquote></p><p> \"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he told<i>The Wall Street Journal</i>. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.</p><p><blockquote>“这是令人担忧的主要原因:考虑到通货膨胀,这次政策能否做出反应并救助市场和经济?”他说<i>华尔街日报</i>史密斯还表示,更多的封锁或限制可能会继续增加全球供应链问题,并加剧通货膨胀。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> While I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.</p><p><blockquote>虽然我认为全球对这种新变种的强烈反应是有道理的,但我还没有准备好恐慌。我们仍然不知道它有多严重,也不知道它是否可以逃避疫苗。</blockquote></p><p> I also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great buying opportunity.</p><p><blockquote>考虑到这些大型美国银行股在 2020 年大流行期间的表现,我对它们也相当有信心。他们都拥有雄厚的资本水平和充足的流动性,这让我对他们能够度过另一次低迷充满信心。特别是,花旗集团的回调在我看来是一个绝佳的买入机会,该集团的交易价格已经处于被击败的水平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/\">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":{"BAC":"美国银行","JPM":"摩根大通","WFC":"富国银行","C":"花旗"},"source_url":"https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177270358","content_text":"What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Industrial Average, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.\nShares of America's largest bank by assets,JPMorgan Chase(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,Bank of America(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down Citigroup(NYSE:C)had fallen more than 3%, and Wells Fargo(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.\nSo what\nWhile Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.\nScientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company Merck, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.\nThe variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.\n\"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.\nBanksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.\nThe news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.\nFurthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.\n\"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he toldThe Wall Street Journal. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.\nNow what\nWhile I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.\nI also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great buying opportunity.","news_type":1,"symbols_score_info":{"WFC":0.9,"BAC":0.9,"C":0.9,"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877662726,"gmtCreate":1637926193676,"gmtModify":1637926194013,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Ok! ","listText":"Ok! ","text":"Ok!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877662726","repostId":"1189178949","repostType":4,"repost":{"id":"1189178949","kind":"news","pubTimestamp":1637923946,"share":"https://www.laohunote.com/m/news/1189178949?lang=zh_CN&edition=full","pubTime":"2021-11-26 18:52","market":"us","language":"en","title":"Tesla withdrew state funding application for German battery plant - economy ministry<blockquote>特斯拉撤回德国电池厂的国家资助申请 - 经济部</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189178949","media":"Reuters","summary":"BERLIN, Nov 26 (Reuters) - Tesla has withdrawn its application for state funding for its planned bat","content":"<p>BERLIN, Nov 26 (Reuters) - Tesla has withdrawn its application for state funding for its planned battery plant in Brandenburg, just outside Berlin, a spokesperson for the economy ministry said on Friday.</p><p><blockquote>路透柏林 11 月 26 日 - 特斯拉经济部发言人周五表示,特斯拉已撤回其计划在柏林郊外勃兰登堡建设电池厂的国家资助申请。</blockquote></p><p> \"Tesla continues to stick to its plans for the battery factory in the Gigafactory Berlin-Brandenburg, but will do without state IPCEI funding,\" the spokesperson said, referring to European subsidies allocated to so-called 'Important Projects of Common European Interest'.</p><p><blockquote>该发言人表示:“特斯拉将继续坚持其在柏林-勃兰登堡超级工厂建设电池工厂的计划,但将在没有国家 IPCEI 资助的情况下进行。”他指的是分配给所谓“欧洲共同利益的重要项目”的欧洲补贴。</blockquote></p><p> Tesla was not immediately available for comment.</p><p><blockquote>特斯拉没有立即置评。</blockquote></p><p> The European Union in January approved a plan that included giving state aid to Tesla, BMW and others to support production of electric vehicle batteries and help the bloc to reduce imports from industry leader China.</p><p><blockquote>欧盟一月份批准了一项计划,其中包括向特斯拉、宝马和其他公司提供国家援助,以支持电动汽车电池的生产,并帮助欧盟减少从行业领导者中国的进口。</blockquote></p><p> Tesla was expected to receive 1.14 billion euros ($1.28 billion) in EU funding under the plan, with a final decision likely by the end of the year.</p><p><blockquote>根据该计划,特斯拉预计将获得 11.4 亿欧元(12.8 亿美元)的欧盟资金,最终决定可能会在今年年底做出。</blockquote></p><p> The electric vehicle maker also applied in November 2020 for regional funding from Brandenburg, according to the regional government's website.</p><p><blockquote>据勃兰登堡州政府网站称,这家电动汽车制造商还于 2020 年 11 月向勃兰登堡州申请了地区资金。</blockquote></p><p> A Brandenburg economy ministry spokesperson said this application had not been withdrawn.</p><p><blockquote>勃兰登堡经济部发言人表示,这一申请尚未被撤回。</blockquote></p><p> The amount Tesla applied for is undisclosed, but investments worth over 100 million euros are generally given 6.8% of their value, the site says. The company is itself investing 5 billion euros in the battery plant, according to economy ministry estimates.</p><p><blockquote>该网站称,特斯拉申请的金额尚未披露,但价值超过 1 亿欧元的投资通常会获得其价值的 6.8%。据经济部估计,该公司本身正在向电池厂投资 50 亿欧元。</blockquote></p><p> Construction at the factory site, where Tesla has begun building under pre-approval permits while it awaits final approval from the regional government, has made good progress in the last few weeks, the spokesperson said.</p><p><blockquote>该发言人表示,特斯拉已在预先批准许可下开始建设,同时等待地方政府的最终批准,工厂现场的建设在过去几周取得了良好进展。</blockquote></p><p> The latest round of online consultations for the public to express concerns towards the site closed last week and Musk has said he hopes to formally begin production by the end of the year.</p><p><blockquote>公众表达对该工厂担忧的最新一轮在线咨询已于上周结束,马斯克表示,他希望在今年年底前正式开始生产。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla withdrew state funding application for German battery plant - economy ministry<blockquote>特斯拉撤回德国电池厂的国家资助申请 - 经济部</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\">\nTesla withdrew state funding application for German battery plant - economy ministry<blockquote>特斯拉撤回德国电池厂的国家资助申请 - 经济部</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-26 18:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>BERLIN, Nov 26 (Reuters) - Tesla has withdrawn its application for state funding for its planned battery plant in Brandenburg, just outside Berlin, a spokesperson for the economy ministry said on Friday.</p><p><blockquote>路透柏林 11 月 26 日 - 特斯拉经济部发言人周五表示,特斯拉已撤回其计划在柏林郊外勃兰登堡建设电池厂的国家资助申请。</blockquote></p><p> \"Tesla continues to stick to its plans for the battery factory in the Gigafactory Berlin-Brandenburg, but will do without state IPCEI funding,\" the spokesperson said, referring to European subsidies allocated to so-called 'Important Projects of Common European Interest'.</p><p><blockquote>该发言人表示:“特斯拉将继续坚持其在柏林-勃兰登堡超级工厂建设电池工厂的计划,但将在没有国家 IPCEI 资助的情况下进行。”他指的是分配给所谓“欧洲共同利益的重要项目”的欧洲补贴。</blockquote></p><p> Tesla was not immediately available for comment.</p><p><blockquote>特斯拉没有立即置评。</blockquote></p><p> The European Union in January approved a plan that included giving state aid to Tesla, BMW and others to support production of electric vehicle batteries and help the bloc to reduce imports from industry leader China.</p><p><blockquote>欧盟一月份批准了一项计划,其中包括向特斯拉、宝马和其他公司提供国家援助,以支持电动汽车电池的生产,并帮助欧盟减少从行业领导者中国的进口。</blockquote></p><p> Tesla was expected to receive 1.14 billion euros ($1.28 billion) in EU funding under the plan, with a final decision likely by the end of the year.</p><p><blockquote>根据该计划,特斯拉预计将获得 11.4 亿欧元(12.8 亿美元)的欧盟资金,最终决定可能会在今年年底做出。</blockquote></p><p> The electric vehicle maker also applied in November 2020 for regional funding from Brandenburg, according to the regional government's website.</p><p><blockquote>据勃兰登堡州政府网站称,这家电动汽车制造商还于 2020 年 11 月向勃兰登堡州申请了地区资金。</blockquote></p><p> A Brandenburg economy ministry spokesperson said this application had not been withdrawn.</p><p><blockquote>勃兰登堡经济部发言人表示,这一申请尚未被撤回。</blockquote></p><p> The amount Tesla applied for is undisclosed, but investments worth over 100 million euros are generally given 6.8% of their value, the site says. The company is itself investing 5 billion euros in the battery plant, according to economy ministry estimates.</p><p><blockquote>该网站称,特斯拉申请的金额尚未披露,但价值超过 1 亿欧元的投资通常会获得其价值的 6.8%。据经济部估计,该公司本身正在向电池厂投资 50 亿欧元。</blockquote></p><p> Construction at the factory site, where Tesla has begun building under pre-approval permits while it awaits final approval from the regional government, has made good progress in the last few weeks, the spokesperson said.</p><p><blockquote>该发言人表示,特斯拉已在预先批准许可下开始建设,同时等待地方政府的最终批准,工厂现场的建设在过去几周取得了良好进展。</blockquote></p><p> The latest round of online consultations for the public to express concerns towards the site closed last week and Musk has said he hopes to formally begin production by the end of the year.</p><p><blockquote>公众表达对该工厂担忧的最新一轮在线咨询已于上周结束,马斯克表示,他希望在今年年底前正式开始生产。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/1-tesla-withdrew-state-funding-103607291.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":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/1-tesla-withdrew-state-funding-103607291.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189178949","content_text":"BERLIN, Nov 26 (Reuters) - Tesla has withdrawn its application for state funding for its planned battery plant in Brandenburg, just outside Berlin, a spokesperson for the economy ministry said on Friday.\n\"Tesla continues to stick to its plans for the battery factory in the Gigafactory Berlin-Brandenburg, but will do without state IPCEI funding,\" the spokesperson said, referring to European subsidies allocated to so-called 'Important Projects of Common European Interest'.\nTesla was not immediately available for comment.\nThe European Union in January approved a plan that included giving state aid to Tesla, BMW and others to support production of electric vehicle batteries and help the bloc to reduce imports from industry leader China.\nTesla was expected to receive 1.14 billion euros ($1.28 billion) in EU funding under the plan, with a final decision likely by the end of the year.\nThe electric vehicle maker also applied in November 2020 for regional funding from Brandenburg, according to the regional government's website.\nA Brandenburg economy ministry spokesperson said this application had not been withdrawn.\nThe amount Tesla applied for is undisclosed, but investments worth over 100 million euros are generally given 6.8% of their value, the site says. The company is itself investing 5 billion euros in the battery plant, according to economy ministry estimates.\nConstruction at the factory site, where Tesla has begun building under pre-approval permits while it awaits final approval from the regional government, has made good progress in the last few weeks, the spokesperson said.\nThe latest round of online consultations for the public to express concerns towards the site closed last week and Musk has said he hopes to formally begin production by the end of the year.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874448186,"gmtCreate":1637815981211,"gmtModify":1637815981557,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Haha… Any winner? [Miser] ","listText":"Haha… Any winner? [Miser] ","text":"Haha… Any winner? [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874448186","repostId":"1105652487","repostType":4,"repost":{"id":"1105652487","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1637812434,"share":"https://www.laohunote.com/m/news/1105652487?lang=zh_CN&edition=full","pubTime":"2021-11-25 11:53","market":"us","language":"en","title":"Stock Wars: Ford Vs. Tesla<blockquote>股票大战:福特与特斯拉</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105652487","media":"Benzinga Earnings","summary":"This week, the duel is between two of the most prominent and often controversial companies in the hi","content":"<p><i>This week, the duel is between two of the most prominent and often controversial companies in the history of the automobile industry:</i><i><b>Ford Motor Company</b></i> <i>and</i> <i><b>Tesla Inc.</b></i><i>.</i></p><p><blockquote><i>本周,汽车行业历史上两家最著名、最常引起争议的公司之间展开了对决:</i><i><b>福特汽车</b></i> <i>和</i> <i><b>特斯拉公司。</b></i><i>.</i></blockquote></p><p> <b>The Case For Ford:</b>The Ford Motor Company was incorporated on June 16, 1903. Its namesake,<b>Henry Ford</b>, had previously started two unsuccessful automobile companies and was initially a vice president in this endeavor — he became president after<b>John S. Gray</b>, the original corporate captain, died of a heart attack in 1906.</p><p><blockquote><b>福特的案例:</b>福特汽车公司成立于1903年6月16日。它的同名,<b>亨利·福特</b>他之前创办了两家不成功的汽车公司,最初是这家公司的副总裁,后来成为总裁。<b>约翰·S·格雷</b>最初的连队队长,于1906年死于心脏病。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c58b93ef6e14ee7631343dfb09b568f5\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> As a company president, Ford was credited with many innovations, including the modernization of the assembly line and instituting an eight-hour day/five days per week working schedule for his workforce.</p><p><blockquote>作为公司总裁,福特被认为有许多创新,包括装配线的现代化和为他的员工制定每周五天每天八小时的工作时间表。</blockquote></p><p> Ford generated criticism for his political actions. He opposed U.S. entry into World War I, partnered with Stalin’s Soviet Union and Hitler’s Germany on automobile production in their regimes and financed anti-Semitic publications.</p><p><blockquote>福特因其政治行为而受到批评。他反对美国加入第一次世界大战,与斯大林的苏联和希特勒的德国合作生产汽车,并资助反犹太出版物。</blockquote></p><p> Today, Ford has facilities in 18 countries and a global workforce of more than 186,000 people.</p><p><blockquote>如今,福特在 18 个国家设有工厂,在全球拥有超过 186,000 名员工。</blockquote></p><p> Among its most recent developments, Ford announced a partnership with semiconductor manufacturer <b>GlobalFoundries Inc.</b> that will involve joint research and development to address the need for an increased chips volume to meet the automotive industry’s needs, including semiconductor solutions for ADAS, battery management systems and in-vehicle networking. The companies also plan to explore “expanded semiconductor manufacturing opportunities to support the automotive industry.”</p><p><blockquote>在其最新发展中,福特宣布与半导体制造商建立合作伙伴关系<b>全球铸造公司。</b>这将涉及联合研发,以满足汽车行业对增加芯片产量的需求,包括用于 ADAS、电池管理系统和车载网络的半导体解决方案。两家公司还计划探索 “扩大半导体制造机会,以支持汽车行业”。</blockquote></p><p> Last week, Ford CEO <b>Jim Farley</b> said the automaker planned to double its electric vehicle production by 2023 to a quantity of 600,000 vehicles a year by the end of 2023, with the goal of becoming the world’s leading EV manufacturer. But also last week, Ford canceled its plans to develop EVs with <b>Rivian Automotive, Inc.</b>, a company that Ford has backed since 2019.</p><p><blockquote>上周,福特首席执行官<b>吉姆·法利</b>表示,该汽车制造商计划到 2023 年将电动汽车产量翻一番,到 2023 年底达到每年 60 万辆,目标是成为世界领先的电动汽车制造商。但同样在上周,福特取消了开发电动汽车的计划<b>Rivian汽车公司。</b>福特自 2019 年以来一直支持该公司。</blockquote></p><p> In its most recent quarterly earnings report, the third-quarter data published on Oct. 27, Ford saw revenue of $35.6 billion, down from $37.5 billion one year earlier. The company also recorded $1.83 billion in net income, a drop from $2.38 billion in the previous year. The third-quarter basic earnings per share of 46 cents was a drop from 60 cents year-over-year. Ford’s board of directors voted to reinstate a regular quarterly dividend starting in the fourth quarter.</p><p><blockquote>在 10 月 27 日发布的最新季度收益报告(第三季度数据)中,福特营收为 356 亿美元,低于去年同期的 375 亿美元。该公司还录得18.3亿美元的净利润,低于上一年的23.8亿美元。第三季度每股基本收益为 46 美分,同比下降 60 美分。福特董事会投票决定从第四季度开始恢复定期季度分红。</blockquote></p><p> In the company’s earnings call, Farley looked ahead to 2022 and insisted the company was “excited and energized about the opportunity in front of us and clear that we have so much more work to do to deliver on Ford's potential. The word I would leave you with is focus. The competitive environment has never been more interesting and tough, and we intend to live up to our promise to compete like a challenger, focusing on our top priorities to unlock Ford+ growth with customers at the very center of everything we do.”</p><p><blockquote>在公司财报看涨期权上,法利展望了 2022 年,并坚称公司 “对摆在我们面前的机遇感到兴奋和充满活力,并清楚地认识到,我们还有很多工作要做,以实现福特的潜力。我想留给大家的是专注。竞争环境从未如此有趣和艰难,我们打算兑现承诺,像挑战者一样竞争,专注于我们的首要任务,以客户为中心,释放福特+的增长”。</blockquote></p><p> Ford closed for Wednesday trading at $20.25, a hair below its 52-week high of $20.79 and far from its 52-week low of $8.43.</p><p><blockquote>福特周三收盘价为 20.25 美元,略低于 52 周高点 20.79 美元,也远低于 52 周低点 8.43 美元。</blockquote></p><p> <b>The Case For Tesla:</b>While it impossible not to talk about Tesla without mentioning CEO <b>Elon Musk</b>, the South African-born entrepreneur was actually a latecomer to the company. Tesla was founded in July 2003 by <b>Martin Eberhard</b> and <b>Marc Tarpenning</b>, with Musk coming on board in February 2004 as chairman via a $6.5-million investment. Musk would become CEO in 2008, with Eberhard and Tarpenning being maneuvered out of the corporate leadership.</p><p><blockquote><b>特斯拉的案例:</b>虽然谈到特斯拉不可能不提到首席执行官<b>埃隆·马斯克</b>这位南非出生的企业家实际上是公司的后来者。特斯拉成立于2003年7月<b>马丁·埃伯哈德</b>和<b>马克·塔彭宁</b>马斯克于 2004 年 2 月投资 650 万美元担任董事长。马斯克将于 2008 年成为首席执行官,埃伯哈德和塔彭宁被调离公司领导层。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e4be4fd3aebf3f6c0cdcd64acc204e8b\" tg-width=\"1920\" tg-height=\"1080\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Under Musk, Tesla established itself as the power player in the EV sector — its Model 3 became the first EV to sell 1 million units globally last June, and last month it achieved a $1-trillion market capitalization, which made Musk the world’s richest man.</p><p><blockquote>在马斯克的领导下,特斯拉确立了自己在电动汽车领域的强势地位--去年 6 月,其 Model 3 成为首款在全球销量达到 100 万辆的电动汽车,上个月其市值达到了 1 万亿美元,这使马斯克成为世界首富。</blockquote></p><p> Tesla has a workforce of less than 71,000 and 12 manufacturing facilities spread across the U.S., Canada, Germany and China. Three additional facilities, two in the U.S and one in Germany, are slated to open next year.</p><p><blockquote>特斯拉拥有不到71,000名员工,在美国、加拿大、德国和中国大陆设有12家制造工厂。另外三个工厂,两个在美国,一个在德国,计划于明年开业。</blockquote></p><p> Tesla has also weathered its share of controversies recently. Reuters reported Tuesday that employees at Tesla's new factory near Berlin have taken the first steps to set up a works council, a move that reportedly irritated Musk, who notoriously threatened to strip his U.S. workers of their stock options if they tried to unionize.</p><p><blockquote>特斯拉最近也经受住了争议。路透社周二报道称,特斯拉柏林附近新工厂的员工已采取第一步措施成立劳工委员会,据报道,此举激怒了马斯克,他臭名昭著地威胁说,如果美国工人试图成立工会,就剥夺他们的股票期权。</blockquote></p><p></p><p> The German <b>IG Metall</b> trade union also reported the Berlin Tesla plant is offering wages that are 20% below the collectively bargained wages offered at other German automakers.</p><p><blockquote>德国人<b>IG金属</b>工会还报告称,柏林特斯拉工厂提供的工资比其他德国汽车制造商提供的集体谈判工资低 20%。</blockquote></p><p> Last week,news percolated of a sexual harassment lawsuit filed by a woman at the company’s factory in Fremont, California. And the <b>National Highway Traffic Safety Administration</b>(NHTSA) has sought data from all Tesla vehicles produced since 2014 to related to its Autopilot system, with the company’s self-driving cars having crashed into emergency vehicles at least 11 times.</p><p><blockquote>上周,一名妇女在该公司位于加利福尼亚州弗里蒙特的工厂提起性骚扰诉讼的消息不胫而走。和<b>国家公路交通安全管理局</b>(美国国家公路交通安全管理局)已从 2014 年以来生产的所有特斯拉汽车中获取与其自动驾驶系统相关的数据,该公司的自动驾驶汽车至少与紧急车辆相撞 11 次。</blockquote></p><p> In its most recent earnings report, the third-quarter data published on Oct. 20, Tesla saw revenues of $13.7 billion, up from $8.7 billion one year earlier. Net income was $1.6 billion for the quarter, up from $331 million in the previous year. The diluted EPS of $1.44 was up year-over-year from 27 cents.</p><p><blockquote>在 10 月 20 日发布的最新收益报告(第三季度数据)中,特斯拉的收入为 137 亿美元,高于去年同期的 87 亿美元。本季度净利润为 16 亿美元,高于上年同期的 3.31 亿美元。稀释后每股收益为 1.44 美元,同比增长 27 美分。</blockquote></p><p> The quarterly report acknowledged the performance could have been better.</p><p><blockquote>季度报告承认业绩本可以更好。</blockquote></p><p> “A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed,” the report stated. “We believe our supply chain, engineering and production teams have been dealing with these global challenges with ingenuity, agility and flexibility that is unparalleled in the automotive industry.”</p><p><blockquote>“报告称:”包括半导体短缺、港口拥堵和轮流停电在内的各种挑战一直在影响我们保持工厂全速运转的能力。“我们相信,我们的供应链、工程和生产团队一直在以汽车行业无与伦比的独创性、敏捷性和灵活性应对这些全球性挑战。”</blockquote></p><p> Tesla closed for trading on Wednesday at $1,116, closer to its 52-week high of $1,243.49 and far from its 52-week low of $526.20.</p><p><blockquote>特斯拉周三收于 1,116 美元,接近 1,243.49 美元的 52 周高点,但远低于 526.20 美元的 52 周低点。</blockquote></p><p> <b>The Verdict:</b>More than a few Benzinga readers may consider this statement to be the stock market equivalent of apostasy, but the winner in this Stock Wars duel is easily Ford and not Tesla. There are four key reasons why Ford is the stronger stock.</p><p><blockquote><b>结论:</b>不少 Benzinga 读者可能会认为这一声明相当于股市的叛教,但这场股票战争决斗的赢家很容易是福特,而不是特斯拉。福特股票走强有四个主要原因。</blockquote></p><p> First, Ford is admittedly late to the EV game, but it has manufacturing resources that Tesla lacks. Farley’s goal of making Ford the world’s biggest EV company is not farfetched based on its global presence. Tesla is late to the European market and might be putting too much hope on gaining a leadership position in China, where U.S. companies are never allowed to be a dominant player in any sector.</p><p><blockquote>首先,福特诚然在电动汽车游戏中姗姗来迟,但它拥有特斯拉所缺乏的制造资源。鉴于福特在全球的影响力,法利将福特打造成全球最大的电动汽车公司的目标并不遥远。特斯拉进入欧洲市场的时间较晚,可能对在中国获得领导地位寄予了太多希望,因为在中国,美国公司永远不允许在任何行业占据主导地位。</blockquote></p><p> Second, Ford has already produced a superior product. Last week,<b>Consumer Reports</b> judgedFord’s five-door electric crossover Mustang Mach-E as being better than Tesla Model 3 sedan and other electric models in its latest annual reliability score. And while both the Mach-E and Tesla vehicles were subject to recalls earlier this year due to problems with their glass roofs, at least the NHTSA is not demanding seven years of data from Ford.</p><p><blockquote>第二,福特已经生产出了一款优秀的产品。上周,<b>消费者报告</b>在最新的年度可靠性评分中,judgedFord 的五门电动跨界车野马 Mach-E 优于特斯拉 Model 3 轿车和其他电动车型。尽管 Mach-E 和特斯拉汽车因玻璃车顶问题而在今年早些时候被召回,但至少 NHTSA 没有要求福特提供七年的数据。</blockquote></p><p> Third, Ford is investing in its future via its aforementioned partnership with GlobalFoundries and with a partnership involving <b>Walmart</b> and Argo AI on “last mile” autonomous-vehicle delivery service. In comparison, Musk seems more interested in picking social media fights with his peers in the corporate world than building relationships to boost the company.</p><p><blockquote>第三,福特正在通过上述与 GlobalFoundries 的合作伙伴关系以及涉及<b>沃尔玛</b>Argo AI 提供 “最后一英里 ”自动驾驶汽车送货服务。相比之下,马斯克似乎更感兴趣的是与企业界的同行进行社交媒体斗争,而不是建立关系来推动公司发展。</blockquote></p><p> Fourth, Ford learned the hard way what happens when a corporate leader runs his mouth off unchecked. In 1997, 50 years after Henry Ford died, Ford sponsored an advertising-free broadcast on NBC of <b>Steven Spielberg’s</b> Academy Award-winning Holocaust drama “Schindler’s List” — and while the company insisted otherwise, it was fairly obvious that Ford was atoning for its founder’s miserable anti-Semitism and the use of slave labor in its German operations before the U.S. entry into World War II.</p><p><blockquote>第四,福特从惨痛的经历中了解到,当一个企业领导人不加控制地说话时会发生什么。1997 年,亨利·福特去世 50 年后,福特赞助了 NBC 的无广告节目。<b>史蒂文·斯皮尔伯格</b>曾获奥斯卡奖的大屠杀题材剧情片《辛德勒的名单》--虽然该公司一口咬定,但很明显,福特是在为其创始人悲惨的反犹太主义和在美国加入第二次世界大战前在德国业务中使用奴隶劳动而赎罪。</blockquote></p><p> Mercifully, Musk’s tweets and media antics do not carry the dismal emotional and intellectual shackles of Ford’s actions. Nonetheless, Musk often seems more interested in the sound of his voice, to the point of obscuring his company rather than enhancing it — and his reckless tweets and questionable corporate judgment has already brought federal government actions and lawsuits aimed at him and his company, and it is not impossible to imagine more will follow if he keeps on this route.</p><p><blockquote>幸运的是,马斯克的推文和媒体滑稽动作并没有像福特的行为那样带有令人沮丧的情感和智力枷锁。尽管如此,马斯克似乎往往对自己的声音更感兴趣,以至于掩盖了他的公司,而不是增强了它——他鲁莽的推文和可疑的企业判断已经引发了联邦政府针对他和他的公司的行动和诉讼,如果他继续走这条路,可以想象会有更多的事情发生。</blockquote></p><p> Musk’s flippancy might be amusing today, but come back in a few years and it will not be difficult to imagine Ford having the proverbial last laugh at his expense.</p><p><blockquote>马斯克的轻率在今天可能很有趣,但几年后回来,不难想象福特会以他为代价笑到最后。</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>Stock Wars: Ford Vs. Tesla<blockquote>股票大战:福特与特斯拉</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\">\nStock Wars: Ford Vs. Tesla<blockquote>股票大战:福特与特斯拉</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-11-25 11:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><i>This week, the duel is between two of the most prominent and often controversial companies in the history of the automobile industry:</i><i><b>Ford Motor Company</b></i> <i>and</i> <i><b>Tesla Inc.</b></i><i>.</i></p><p><blockquote><i>本周,汽车行业历史上两家最著名、最常引起争议的公司之间展开了对决:</i><i><b>福特汽车</b></i> <i>和</i> <i><b>特斯拉公司。</b></i><i>.</i></blockquote></p><p> <b>The Case For Ford:</b>The Ford Motor Company was incorporated on June 16, 1903. Its namesake,<b>Henry Ford</b>, had previously started two unsuccessful automobile companies and was initially a vice president in this endeavor — he became president after<b>John S. Gray</b>, the original corporate captain, died of a heart attack in 1906.</p><p><blockquote><b>福特的案例:</b>福特汽车公司成立于1903年6月16日。它的同名,<b>亨利·福特</b>他之前创办了两家不成功的汽车公司,最初是这家公司的副总裁,后来成为总裁。<b>约翰·S·格雷</b>最初的连队队长,于1906年死于心脏病。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c58b93ef6e14ee7631343dfb09b568f5\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> As a company president, Ford was credited with many innovations, including the modernization of the assembly line and instituting an eight-hour day/five days per week working schedule for his workforce.</p><p><blockquote>作为公司总裁,福特被认为有许多创新,包括装配线的现代化和为他的员工制定每周五天每天八小时的工作时间表。</blockquote></p><p> Ford generated criticism for his political actions. He opposed U.S. entry into World War I, partnered with Stalin’s Soviet Union and Hitler’s Germany on automobile production in their regimes and financed anti-Semitic publications.</p><p><blockquote>福特因其政治行为而受到批评。他反对美国加入第一次世界大战,与斯大林的苏联和希特勒的德国合作生产汽车,并资助反犹太出版物。</blockquote></p><p> Today, Ford has facilities in 18 countries and a global workforce of more than 186,000 people.</p><p><blockquote>如今,福特在 18 个国家设有工厂,在全球拥有超过 186,000 名员工。</blockquote></p><p> Among its most recent developments, Ford announced a partnership with semiconductor manufacturer <b>GlobalFoundries Inc.</b> that will involve joint research and development to address the need for an increased chips volume to meet the automotive industry’s needs, including semiconductor solutions for ADAS, battery management systems and in-vehicle networking. The companies also plan to explore “expanded semiconductor manufacturing opportunities to support the automotive industry.”</p><p><blockquote>在其最新发展中,福特宣布与半导体制造商建立合作伙伴关系<b>全球铸造公司。</b>这将涉及联合研发,以满足汽车行业对增加芯片产量的需求,包括用于 ADAS、电池管理系统和车载网络的半导体解决方案。两家公司还计划探索 “扩大半导体制造机会,以支持汽车行业”。</blockquote></p><p> Last week, Ford CEO <b>Jim Farley</b> said the automaker planned to double its electric vehicle production by 2023 to a quantity of 600,000 vehicles a year by the end of 2023, with the goal of becoming the world’s leading EV manufacturer. But also last week, Ford canceled its plans to develop EVs with <b>Rivian Automotive, Inc.</b>, a company that Ford has backed since 2019.</p><p><blockquote>上周,福特首席执行官<b>吉姆·法利</b>表示,该汽车制造商计划到 2023 年将电动汽车产量翻一番,到 2023 年底达到每年 60 万辆,目标是成为世界领先的电动汽车制造商。但同样在上周,福特取消了开发电动汽车的计划<b>Rivian汽车公司。</b>福特自 2019 年以来一直支持该公司。</blockquote></p><p> In its most recent quarterly earnings report, the third-quarter data published on Oct. 27, Ford saw revenue of $35.6 billion, down from $37.5 billion one year earlier. The company also recorded $1.83 billion in net income, a drop from $2.38 billion in the previous year. The third-quarter basic earnings per share of 46 cents was a drop from 60 cents year-over-year. Ford’s board of directors voted to reinstate a regular quarterly dividend starting in the fourth quarter.</p><p><blockquote>在 10 月 27 日发布的最新季度收益报告(第三季度数据)中,福特营收为 356 亿美元,低于去年同期的 375 亿美元。该公司还录得18.3亿美元的净利润,低于上一年的23.8亿美元。第三季度每股基本收益为 46 美分,同比下降 60 美分。福特董事会投票决定从第四季度开始恢复定期季度分红。</blockquote></p><p> In the company’s earnings call, Farley looked ahead to 2022 and insisted the company was “excited and energized about the opportunity in front of us and clear that we have so much more work to do to deliver on Ford's potential. The word I would leave you with is focus. The competitive environment has never been more interesting and tough, and we intend to live up to our promise to compete like a challenger, focusing on our top priorities to unlock Ford+ growth with customers at the very center of everything we do.”</p><p><blockquote>在公司财报看涨期权上,法利展望了 2022 年,并坚称公司 “对摆在我们面前的机遇感到兴奋和充满活力,并清楚地认识到,我们还有很多工作要做,以实现福特的潜力。我想留给大家的是专注。竞争环境从未如此有趣和艰难,我们打算兑现承诺,像挑战者一样竞争,专注于我们的首要任务,以客户为中心,释放福特+的增长”。</blockquote></p><p> Ford closed for Wednesday trading at $20.25, a hair below its 52-week high of $20.79 and far from its 52-week low of $8.43.</p><p><blockquote>福特周三收盘价为 20.25 美元,略低于 52 周高点 20.79 美元,也远低于 52 周低点 8.43 美元。</blockquote></p><p> <b>The Case For Tesla:</b>While it impossible not to talk about Tesla without mentioning CEO <b>Elon Musk</b>, the South African-born entrepreneur was actually a latecomer to the company. Tesla was founded in July 2003 by <b>Martin Eberhard</b> and <b>Marc Tarpenning</b>, with Musk coming on board in February 2004 as chairman via a $6.5-million investment. Musk would become CEO in 2008, with Eberhard and Tarpenning being maneuvered out of the corporate leadership.</p><p><blockquote><b>特斯拉的案例:</b>虽然谈到特斯拉不可能不提到首席执行官<b>埃隆·马斯克</b>这位南非出生的企业家实际上是公司的后来者。特斯拉成立于2003年7月<b>马丁·埃伯哈德</b>和<b>马克·塔彭宁</b>马斯克于 2004 年 2 月投资 650 万美元担任董事长。马斯克将于 2008 年成为首席执行官,埃伯哈德和塔彭宁被调离公司领导层。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e4be4fd3aebf3f6c0cdcd64acc204e8b\" tg-width=\"1920\" tg-height=\"1080\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Under Musk, Tesla established itself as the power player in the EV sector — its Model 3 became the first EV to sell 1 million units globally last June, and last month it achieved a $1-trillion market capitalization, which made Musk the world’s richest man.</p><p><blockquote>在马斯克的领导下,特斯拉确立了自己在电动汽车领域的强势地位--去年 6 月,其 Model 3 成为首款在全球销量达到 100 万辆的电动汽车,上个月其市值达到了 1 万亿美元,这使马斯克成为世界首富。</blockquote></p><p> Tesla has a workforce of less than 71,000 and 12 manufacturing facilities spread across the U.S., Canada, Germany and China. Three additional facilities, two in the U.S and one in Germany, are slated to open next year.</p><p><blockquote>特斯拉拥有不到71,000名员工,在美国、加拿大、德国和中国大陆设有12家制造工厂。另外三个工厂,两个在美国,一个在德国,计划于明年开业。</blockquote></p><p> Tesla has also weathered its share of controversies recently. Reuters reported Tuesday that employees at Tesla's new factory near Berlin have taken the first steps to set up a works council, a move that reportedly irritated Musk, who notoriously threatened to strip his U.S. workers of their stock options if they tried to unionize.</p><p><blockquote>特斯拉最近也经受住了争议。路透社周二报道称,特斯拉柏林附近新工厂的员工已采取第一步措施成立劳工委员会,据报道,此举激怒了马斯克,他臭名昭著地威胁说,如果美国工人试图成立工会,就剥夺他们的股票期权。</blockquote></p><p></p><p> The German <b>IG Metall</b> trade union also reported the Berlin Tesla plant is offering wages that are 20% below the collectively bargained wages offered at other German automakers.</p><p><blockquote>德国人<b>IG金属</b>工会还报告称,柏林特斯拉工厂提供的工资比其他德国汽车制造商提供的集体谈判工资低 20%。</blockquote></p><p> Last week,news percolated of a sexual harassment lawsuit filed by a woman at the company’s factory in Fremont, California. And the <b>National Highway Traffic Safety Administration</b>(NHTSA) has sought data from all Tesla vehicles produced since 2014 to related to its Autopilot system, with the company’s self-driving cars having crashed into emergency vehicles at least 11 times.</p><p><blockquote>上周,一名妇女在该公司位于加利福尼亚州弗里蒙特的工厂提起性骚扰诉讼的消息不胫而走。和<b>国家公路交通安全管理局</b>(美国国家公路交通安全管理局)已从 2014 年以来生产的所有特斯拉汽车中获取与其自动驾驶系统相关的数据,该公司的自动驾驶汽车至少与紧急车辆相撞 11 次。</blockquote></p><p> In its most recent earnings report, the third-quarter data published on Oct. 20, Tesla saw revenues of $13.7 billion, up from $8.7 billion one year earlier. Net income was $1.6 billion for the quarter, up from $331 million in the previous year. The diluted EPS of $1.44 was up year-over-year from 27 cents.</p><p><blockquote>在 10 月 20 日发布的最新收益报告(第三季度数据)中,特斯拉的收入为 137 亿美元,高于去年同期的 87 亿美元。本季度净利润为 16 亿美元,高于上年同期的 3.31 亿美元。稀释后每股收益为 1.44 美元,同比增长 27 美分。</blockquote></p><p> The quarterly report acknowledged the performance could have been better.</p><p><blockquote>季度报告承认业绩本可以更好。</blockquote></p><p> “A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed,” the report stated. “We believe our supply chain, engineering and production teams have been dealing with these global challenges with ingenuity, agility and flexibility that is unparalleled in the automotive industry.”</p><p><blockquote>“报告称:”包括半导体短缺、港口拥堵和轮流停电在内的各种挑战一直在影响我们保持工厂全速运转的能力。“我们相信,我们的供应链、工程和生产团队一直在以汽车行业无与伦比的独创性、敏捷性和灵活性应对这些全球性挑战。”</blockquote></p><p> Tesla closed for trading on Wednesday at $1,116, closer to its 52-week high of $1,243.49 and far from its 52-week low of $526.20.</p><p><blockquote>特斯拉周三收于 1,116 美元,接近 1,243.49 美元的 52 周高点,但远低于 526.20 美元的 52 周低点。</blockquote></p><p> <b>The Verdict:</b>More than a few Benzinga readers may consider this statement to be the stock market equivalent of apostasy, but the winner in this Stock Wars duel is easily Ford and not Tesla. There are four key reasons why Ford is the stronger stock.</p><p><blockquote><b>结论:</b>不少 Benzinga 读者可能会认为这一声明相当于股市的叛教,但这场股票战争决斗的赢家很容易是福特,而不是特斯拉。福特股票走强有四个主要原因。</blockquote></p><p> First, Ford is admittedly late to the EV game, but it has manufacturing resources that Tesla lacks. Farley’s goal of making Ford the world’s biggest EV company is not farfetched based on its global presence. Tesla is late to the European market and might be putting too much hope on gaining a leadership position in China, where U.S. companies are never allowed to be a dominant player in any sector.</p><p><blockquote>首先,福特诚然在电动汽车游戏中姗姗来迟,但它拥有特斯拉所缺乏的制造资源。鉴于福特在全球的影响力,法利将福特打造成全球最大的电动汽车公司的目标并不遥远。特斯拉进入欧洲市场的时间较晚,可能对在中国获得领导地位寄予了太多希望,因为在中国,美国公司永远不允许在任何行业占据主导地位。</blockquote></p><p> Second, Ford has already produced a superior product. Last week,<b>Consumer Reports</b> judgedFord’s five-door electric crossover Mustang Mach-E as being better than Tesla Model 3 sedan and other electric models in its latest annual reliability score. And while both the Mach-E and Tesla vehicles were subject to recalls earlier this year due to problems with their glass roofs, at least the NHTSA is not demanding seven years of data from Ford.</p><p><blockquote>第二,福特已经生产出了一款优秀的产品。上周,<b>消费者报告</b>在最新的年度可靠性评分中,judgedFord 的五门电动跨界车野马 Mach-E 优于特斯拉 Model 3 轿车和其他电动车型。尽管 Mach-E 和特斯拉汽车因玻璃车顶问题而在今年早些时候被召回,但至少 NHTSA 没有要求福特提供七年的数据。</blockquote></p><p> Third, Ford is investing in its future via its aforementioned partnership with GlobalFoundries and with a partnership involving <b>Walmart</b> and Argo AI on “last mile” autonomous-vehicle delivery service. In comparison, Musk seems more interested in picking social media fights with his peers in the corporate world than building relationships to boost the company.</p><p><blockquote>第三,福特正在通过上述与 GlobalFoundries 的合作伙伴关系以及涉及<b>沃尔玛</b>Argo AI 提供 “最后一英里 ”自动驾驶汽车送货服务。相比之下,马斯克似乎更感兴趣的是与企业界的同行进行社交媒体斗争,而不是建立关系来推动公司发展。</blockquote></p><p> Fourth, Ford learned the hard way what happens when a corporate leader runs his mouth off unchecked. In 1997, 50 years after Henry Ford died, Ford sponsored an advertising-free broadcast on NBC of <b>Steven Spielberg’s</b> Academy Award-winning Holocaust drama “Schindler’s List” — and while the company insisted otherwise, it was fairly obvious that Ford was atoning for its founder’s miserable anti-Semitism and the use of slave labor in its German operations before the U.S. entry into World War II.</p><p><blockquote>第四,福特从惨痛的经历中了解到,当一个企业领导人不加控制地说话时会发生什么。1997 年,亨利·福特去世 50 年后,福特赞助了 NBC 的无广告节目。<b>史蒂文·斯皮尔伯格</b>曾获奥斯卡奖的大屠杀题材剧情片《辛德勒的名单》--虽然该公司一口咬定,但很明显,福特是在为其创始人悲惨的反犹太主义和在美国加入第二次世界大战前在德国业务中使用奴隶劳动而赎罪。</blockquote></p><p> Mercifully, Musk’s tweets and media antics do not carry the dismal emotional and intellectual shackles of Ford’s actions. Nonetheless, Musk often seems more interested in the sound of his voice, to the point of obscuring his company rather than enhancing it — and his reckless tweets and questionable corporate judgment has already brought federal government actions and lawsuits aimed at him and his company, and it is not impossible to imagine more will follow if he keeps on this route.</p><p><blockquote>幸运的是,马斯克的推文和媒体滑稽动作并没有像福特的行为那样带有令人沮丧的情感和智力枷锁。尽管如此,马斯克似乎往往对自己的声音更感兴趣,以至于掩盖了他的公司,而不是增强了它——他鲁莽的推文和可疑的企业判断已经引发了联邦政府针对他和他的公司的行动和诉讼,如果他继续走这条路,可以想象会有更多的事情发生。</blockquote></p><p> Musk’s flippancy might be amusing today, but come back in a few years and it will not be difficult to imagine Ford having the proverbial last laugh at his expense.</p><p><blockquote>马斯克的轻率在今天可能很有趣,但几年后回来,不难想象福特会以他为代价笑到最后。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105652487","content_text":"This week, the duel is between two of the most prominent and often controversial companies in the history of the automobile industry:Ford Motor Company and Tesla Inc..\nThe Case For Ford:The Ford Motor Company was incorporated on June 16, 1903. Its namesake,Henry Ford, had previously started two unsuccessful automobile companies and was initially a vice president in this endeavor — he became president afterJohn S. Gray, the original corporate captain, died of a heart attack in 1906.\n\nAs a company president, Ford was credited with many innovations, including the modernization of the assembly line and instituting an eight-hour day/five days per week working schedule for his workforce.\nFord generated criticism for his political actions. He opposed U.S. entry into World War I, partnered with Stalin’s Soviet Union and Hitler’s Germany on automobile production in their regimes and financed anti-Semitic publications.\nToday, Ford has facilities in 18 countries and a global workforce of more than 186,000 people.\nAmong its most recent developments, Ford announced a partnership with semiconductor manufacturer GlobalFoundries Inc. that will involve joint research and development to address the need for an increased chips volume to meet the automotive industry’s needs, including semiconductor solutions for ADAS, battery management systems and in-vehicle networking. The companies also plan to explore “expanded semiconductor manufacturing opportunities to support the automotive industry.”\nLast week, Ford CEO Jim Farley said the automaker planned to double its electric vehicle production by 2023 to a quantity of 600,000 vehicles a year by the end of 2023, with the goal of becoming the world’s leading EV manufacturer. But also last week, Ford canceled its plans to develop EVs with Rivian Automotive, Inc., a company that Ford has backed since 2019.\nIn its most recent quarterly earnings report, the third-quarter data published on Oct. 27, Ford saw revenue of $35.6 billion, down from $37.5 billion one year earlier. The company also recorded $1.83 billion in net income, a drop from $2.38 billion in the previous year. The third-quarter basic earnings per share of 46 cents was a drop from 60 cents year-over-year. Ford’s board of directors voted to reinstate a regular quarterly dividend starting in the fourth quarter.\nIn the company’s earnings call, Farley looked ahead to 2022 and insisted the company was “excited and energized about the opportunity in front of us and clear that we have so much more work to do to deliver on Ford's potential. The word I would leave you with is focus. The competitive environment has never been more interesting and tough, and we intend to live up to our promise to compete like a challenger, focusing on our top priorities to unlock Ford+ growth with customers at the very center of everything we do.”\nFord closed for Wednesday trading at $20.25, a hair below its 52-week high of $20.79 and far from its 52-week low of $8.43.\nThe Case For Tesla:While it impossible not to talk about Tesla without mentioning CEO Elon Musk, the South African-born entrepreneur was actually a latecomer to the company. Tesla was founded in July 2003 by Martin Eberhard and Marc Tarpenning, with Musk coming on board in February 2004 as chairman via a $6.5-million investment. Musk would become CEO in 2008, with Eberhard and Tarpenning being maneuvered out of the corporate leadership.\n\nUnder Musk, Tesla established itself as the power player in the EV sector — its Model 3 became the first EV to sell 1 million units globally last June, and last month it achieved a $1-trillion market capitalization, which made Musk the world’s richest man.\nTesla has a workforce of less than 71,000 and 12 manufacturing facilities spread across the U.S., Canada, Germany and China. Three additional facilities, two in the U.S and one in Germany, are slated to open next year.\nTesla has also weathered its share of controversies recently. Reuters reported Tuesday that employees at Tesla's new factory near Berlin have taken the first steps to set up a works council, a move that reportedly irritated Musk, who notoriously threatened to strip his U.S. workers of their stock options if they tried to unionize.\nThe German IG Metall trade union also reported the Berlin Tesla plant is offering wages that are 20% below the collectively bargained wages offered at other German automakers.\nLast week,news percolated of a sexual harassment lawsuit filed by a woman at the company’s factory in Fremont, California. And the National Highway Traffic Safety Administration(NHTSA) has sought data from all Tesla vehicles produced since 2014 to related to its Autopilot system, with the company’s self-driving cars having crashed into emergency vehicles at least 11 times.\nIn its most recent earnings report, the third-quarter data published on Oct. 20, Tesla saw revenues of $13.7 billion, up from $8.7 billion one year earlier. Net income was $1.6 billion for the quarter, up from $331 million in the previous year. The diluted EPS of $1.44 was up year-over-year from 27 cents.\nThe quarterly report acknowledged the performance could have been better.\n“A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed,” the report stated. “We believe our supply chain, engineering and production teams have been dealing with these global challenges with ingenuity, agility and flexibility that is unparalleled in the automotive industry.”\nTesla closed for trading on Wednesday at $1,116, closer to its 52-week high of $1,243.49 and far from its 52-week low of $526.20.\nThe Verdict:More than a few Benzinga readers may consider this statement to be the stock market equivalent of apostasy, but the winner in this Stock Wars duel is easily Ford and not Tesla. There are four key reasons why Ford is the stronger stock.\nFirst, Ford is admittedly late to the EV game, but it has manufacturing resources that Tesla lacks. Farley’s goal of making Ford the world’s biggest EV company is not farfetched based on its global presence. Tesla is late to the European market and might be putting too much hope on gaining a leadership position in China, where U.S. companies are never allowed to be a dominant player in any sector.\nSecond, Ford has already produced a superior product. Last week,Consumer Reports judgedFord’s five-door electric crossover Mustang Mach-E as being better than Tesla Model 3 sedan and other electric models in its latest annual reliability score. And while both the Mach-E and Tesla vehicles were subject to recalls earlier this year due to problems with their glass roofs, at least the NHTSA is not demanding seven years of data from Ford.\nThird, Ford is investing in its future via its aforementioned partnership with GlobalFoundries and with a partnership involving Walmart and Argo AI on “last mile” autonomous-vehicle delivery service. In comparison, Musk seems more interested in picking social media fights with his peers in the corporate world than building relationships to boost the company.\nFourth, Ford learned the hard way what happens when a corporate leader runs his mouth off unchecked. In 1997, 50 years after Henry Ford died, Ford sponsored an advertising-free broadcast on NBC of Steven Spielberg’s Academy Award-winning Holocaust drama “Schindler’s List” — and while the company insisted otherwise, it was fairly obvious that Ford was atoning for its founder’s miserable anti-Semitism and the use of slave labor in its German operations before the U.S. entry into World War II.\nMercifully, Musk’s tweets and media antics do not carry the dismal emotional and intellectual shackles of Ford’s actions. Nonetheless, Musk often seems more interested in the sound of his voice, to the point of obscuring his company rather than enhancing it — and his reckless tweets and questionable corporate judgment has already brought federal government actions and lawsuits aimed at him and his company, and it is not impossible to imagine more will follow if he keeps on this route.\nMusk’s flippancy might be amusing today, but come back in a few years and it will not be difficult to imagine Ford having the proverbial last laugh at his expense.","news_type":1,"symbols_score_info":{"F":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874101263,"gmtCreate":1637737234698,"gmtModify":1637737235051,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Yeah, only short term gains or loses","listText":"Yeah, only short term gains or loses","text":"Yeah, only short term gains or loses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874101263","repostId":"1190583301","repostType":4,"repost":{"id":"1190583301","kind":"news","pubTimestamp":1637736686,"share":"https://www.laohunote.com/m/news/1190583301?lang=zh_CN&edition=full","pubTime":"2021-11-24 14:51","market":"us","language":"en","title":"How Thanksgiving and Black Friday Affect Stocks<blockquote>感恩节和黑色星期五如何影响股市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190583301","media":"Investopedia","summary":"Black Friday is the name given to the first day after Thanksgiving. It is one of the most important ","content":"<p>Black Friday is the name given to the first day after Thanksgiving. It is one of the most important retail and spending events in the United States. Every holiday season, prognosticators make predictions about the level of sales on Black Friday, and investor confidence may be affected by whether or not those expectations are met or exceeded.</p><p><blockquote>黑色星期五是感恩节后第一天的名字。这是美国最重要的零售和消费活动之一。每个假日季节,预测者都会对黑色星期五的销售水平做出预测,而投资者的信心可能会受到这些预期是否达到或超过的影响。</blockquote></p><p> If consumers follow up Thanksgiving by spending a lot of money on Black Friday and retailers show strong numbers, then investors might have their first indication that it is shaping up to be a particularly profitable shopping season. This confidence can be reflected in the stock prices of the retailers that post strong sales. Conversely, many take it as a sign of trouble if retailers are unable to meet expectations on Black Friday. Concern over the economy is magnified if consumers are perceived to be reining in their spending.</p><p><blockquote>如果消费者在感恩节之后在黑色星期五花了很多钱,并且零售商显示强劲的数字,那么投资者可能会有第一个迹象表明,这将是一个特别有利可图的购物季节。这种信心可以反映在销售强劲的零售商的股价上。相反,如果零售商无法在黑色星期五达到预期,许多人认为这是麻烦的迹象。如果消费者被认为在控制支出,对经济的担忧就会放大。</blockquote></p><p> <b>KEY TAKEAWAYS</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> <ul> <li>Black Friday is the name given to the day after Thanksgiving, when retailers traditionally would be “in the black” for the year; now it signals the biggest day of the important holiday shopping weekend.</li> <li>Cyber Monday is the Monday after the holiday weekend; sales during the five-day period of Thanksgiving through Cyber Monday are seen as reflective of consumer sentiment.</li> <li>Strong sales during this period can benefit retail sector stocks, particularly the stocks of companies that report strong sales.</li> <li>However, the overall stock market and broader investor sentiment are not always impacted by the results of Black Friday, with market participants focused on a variety of economic and political developments.</li> </ul> <b>Millions Shop on Thanksgiving Weekend</b></p><p><blockquote><ul><li>黑色星期五是感恩节后的一天的名称,零售商传统上会在这一天“陷入黑暗”;现在,它标志着重要的假日购物周末最重要的一天。</li><li>网络星期一是假期周末后的星期一;感恩节至网络星期一五天期间的销售被视为消费者情绪的反映。</li><li>这一时期的强劲销售可能有利于零售板块的股票,尤其是销售强劲的公司股票。</li><li>然而,整体股市和更广泛的投资者情绪并不总是受到黑色星期五结果的影响,市场参与者关注各种经济和政治发展。</li></ul><b>数百万人在感恩节周末购物</b></blockquote></p><p> In 2020, an estimated 186.4 people shopped in stores or online during the period from Thanksgiving through Cyber Monday, according to the National Retail Federation (NRF), spending an average of $311.75 over the five-day period, down 13.9% from $361.90 in 2019. More than 100 million people shopped online for the first time, and the number of online-only shoppers increased by 44% to 95.7 million.</p><p><blockquote>根据全国零售联合会(NRF)的数据,2020年,从感恩节到网络星期一期间,估计有186.4人在商店或网上购物,五天内平均花费311.75美元,比2019年的361.90美元下降了13.9%。超过1亿人首次在线购物,仅在线购物的人数增长了44%,达到9570万。</blockquote></p><p> <b>FAST FACT</b></p><p><blockquote><b>快速事实</b></blockquote></p><p> Cyber Monday, the Monday after Thanksgiving weekend, in which consumers go back to work and shop online, is also a notable day for the retail industry; it marks the end of the five-day Thanksgiving weekend shopping period.</p><p><blockquote>网络星期一,即感恩节周末后的星期一,消费者重返工作岗位并在网上购物,也是零售业值得注意的一天;这标志着为期五天的感恩节周末购物期的结束。</blockquote></p><p> <b>Black Friday Weekend and Stocks</b></p><p><blockquote><b>黑色星期五周末和股票</b></blockquote></p><p> Thanksgiving is an important day for a lot of businesses, particularly those in the food industry. However, U.S. stock markets are closed on Thanksgiving and open for only half the day on Black Friday. Global markets are open, but stock market trading is unlikely to be affected by Thanksgiving alone because of the importance of the day after.</p><p><blockquote>感恩节对许多企业来说是一个重要的日子,尤其是食品行业的企业。然而,美国股市在感恩节休市,黑色星期五只开放半天。全球市场是开放的,但由于第二天的重要性,股市交易不太可能仅受到感恩节的影响。</blockquote></p><p> Black Friday is important because this is the shopping day when many retailers have traditionally made enough sales to put them in the black for the year. Since many retailers consider Black Friday to be crucial to their business’s annual performance, investors look at Black Friday sales numbers as a way to gauge the overall state of the entire retail industry. Economists, based on the Keynesian assumption that spending drives economic activity, view lower Black Friday numbers as an indication of slowed growth.</p><p><blockquote>黑色星期五很重要,因为这是购物日,许多零售商传统上在这一天的销售额足以让他们全年陷入亏损。由于许多零售商认为黑色星期五对其业务的年度业绩至关重要,因此投资者将黑色星期五的销售数字视为衡量整个零售业整体状况的一种方式。经济学家基于支出推动经济活动的凯恩斯主义假设,将黑色星期五数字下降视为增长放缓的迹象。</blockquote></p><p> <b>Important</b>:A particularly strong or weak Black Friday-through-Cyber Monday shopping period tends to have a big impact on retail stocks, but it may not be significant enough to sway broader stock market sentiment.</p><p><blockquote><b>重要的</b>:从黑色星期五到网络星期一的特别强劲或疲软的购物期往往会对零售股产生重大影响,但可能不足以影响更广泛的股市情绪。</blockquote></p><p> <b>Black Friday and Stocks</b></p><p><blockquote><b>黑色星期五和股票</b></blockquote></p><p> Many analysts and investors scoff at the notion that Black Friday has any real predictability for either the fourth quarter or markets as a whole. Instead, they suggest that it only causes very short-term gains or losses.</p><p><blockquote>许多分析师和投资者对黑色星期五对第四季度或整个市场有任何真正可预测性的观点嗤之以鼻。相反,他们认为它只会导致非常短期的收益或损失。</blockquote></p><p> Of note, the best U.S. sector from one week before to one week after Black Friday is retail. From 2007 to 2017, a grouping of S&P 500 retail stocks posted a 5% return, compared to the average 3% return for the S&P 500 over that period. For all 10 years, this basket of retail stocks has traded positively for the 10-day period.This trend continued with the S&P 500 Retailing Industry Group outperforming the S&P 500 by 1.5% and 0.1% during that period in 2018 and 2019, respectively.This pattern didn’t continue in 2020, when the S&P 500 returned 4.1% but the retailing industry group only returned 2.2%.</p><p><blockquote>值得注意的是,从黑色星期五前一周到之后一周,美国最好的行业是零售业。从2007年到2017年,一组标普500零售股票的回报率为5%,而同期标普500的平均回报率为3%。10 年来,这一篮子零售股票在 10 天内一直处于积极交易状态。这一趋势持续,标普500零售业集团于二零一八年及二零一九年同期的表现分别优于标普500 1.5%及0.1%。2020 年,标普500的回报率为 4.1%,但零售业集团的回报率仅为 2.2%。</blockquote></p><p> <b>Holiday Sales 2020</b></p><p><blockquote><b>2020年假日促销</b></blockquote></p><p> The NRF announced on Jan. 15, 2021, that retail sales over the 2020 holiday season grew 8.3% year over year (YOY), to $789.4 billion, exceeding NRF expectations. “Online and other non-store sales” rose 23.9% to $209 billion. This was more than double the five-year average YOY growth of 3.5%.</p><p><blockquote>NRF于2021年1月15日宣布,2020年假日季的零售额同比增长8.3%,达到7894亿美元,超出了NRF的预期。“在线和其他非实体店销售额 ”增长了 23.9%,达到 2090 亿美元。这比五年平均同比增长率 3.5% 高出一倍多。</blockquote></p><p></p>","source":"lsy1606203311635","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>How Thanksgiving and Black Friday Affect Stocks<blockquote>感恩节和黑色星期五如何影响股市</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Thanksgiving and Black Friday Affect Stocks<blockquote>感恩节和黑色星期五如何影响股市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investopedia</strong><span class=\"h-time small\">2021-11-24 14:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Black Friday is the name given to the first day after Thanksgiving. It is one of the most important retail and spending events in the United States. Every holiday season, prognosticators make predictions about the level of sales on Black Friday, and investor confidence may be affected by whether or not those expectations are met or exceeded.</p><p><blockquote>黑色星期五是感恩节后第一天的名字。这是美国最重要的零售和消费活动之一。每个假日季节,预测者都会对黑色星期五的销售水平做出预测,而投资者的信心可能会受到这些预期是否达到或超过的影响。</blockquote></p><p> If consumers follow up Thanksgiving by spending a lot of money on Black Friday and retailers show strong numbers, then investors might have their first indication that it is shaping up to be a particularly profitable shopping season. This confidence can be reflected in the stock prices of the retailers that post strong sales. Conversely, many take it as a sign of trouble if retailers are unable to meet expectations on Black Friday. Concern over the economy is magnified if consumers are perceived to be reining in their spending.</p><p><blockquote>如果消费者在感恩节之后在黑色星期五花了很多钱,并且零售商显示强劲的数字,那么投资者可能会有第一个迹象表明,这将是一个特别有利可图的购物季节。这种信心可以反映在销售强劲的零售商的股价上。相反,如果零售商无法在黑色星期五达到预期,许多人认为这是麻烦的迹象。如果消费者被认为在控制支出,对经济的担忧就会放大。</blockquote></p><p> <b>KEY TAKEAWAYS</b></p><p><blockquote><b>主要要点</b></blockquote></p><p> <ul> <li>Black Friday is the name given to the day after Thanksgiving, when retailers traditionally would be “in the black” for the year; now it signals the biggest day of the important holiday shopping weekend.</li> <li>Cyber Monday is the Monday after the holiday weekend; sales during the five-day period of Thanksgiving through Cyber Monday are seen as reflective of consumer sentiment.</li> <li>Strong sales during this period can benefit retail sector stocks, particularly the stocks of companies that report strong sales.</li> <li>However, the overall stock market and broader investor sentiment are not always impacted by the results of Black Friday, with market participants focused on a variety of economic and political developments.</li> </ul> <b>Millions Shop on Thanksgiving Weekend</b></p><p><blockquote><ul><li>黑色星期五是感恩节后的一天的名称,零售商传统上会在这一天“陷入黑暗”;现在,它标志着重要的假日购物周末最重要的一天。</li><li>网络星期一是假期周末后的星期一;感恩节至网络星期一五天期间的销售被视为消费者情绪的反映。</li><li>这一时期的强劲销售可能有利于零售板块的股票,尤其是销售强劲的公司股票。</li><li>然而,整体股市和更广泛的投资者情绪并不总是受到黑色星期五结果的影响,市场参与者关注各种经济和政治发展。</li></ul><b>数百万人在感恩节周末购物</b></blockquote></p><p> In 2020, an estimated 186.4 people shopped in stores or online during the period from Thanksgiving through Cyber Monday, according to the National Retail Federation (NRF), spending an average of $311.75 over the five-day period, down 13.9% from $361.90 in 2019. More than 100 million people shopped online for the first time, and the number of online-only shoppers increased by 44% to 95.7 million.</p><p><blockquote>根据全国零售联合会(NRF)的数据,2020年,从感恩节到网络星期一期间,估计有186.4人在商店或网上购物,五天内平均花费311.75美元,比2019年的361.90美元下降了13.9%。超过1亿人首次在线购物,仅在线购物的人数增长了44%,达到9570万。</blockquote></p><p> <b>FAST FACT</b></p><p><blockquote><b>快速事实</b></blockquote></p><p> Cyber Monday, the Monday after Thanksgiving weekend, in which consumers go back to work and shop online, is also a notable day for the retail industry; it marks the end of the five-day Thanksgiving weekend shopping period.</p><p><blockquote>网络星期一,即感恩节周末后的星期一,消费者重返工作岗位并在网上购物,也是零售业值得注意的一天;这标志着为期五天的感恩节周末购物期的结束。</blockquote></p><p> <b>Black Friday Weekend and Stocks</b></p><p><blockquote><b>黑色星期五周末和股票</b></blockquote></p><p> Thanksgiving is an important day for a lot of businesses, particularly those in the food industry. However, U.S. stock markets are closed on Thanksgiving and open for only half the day on Black Friday. Global markets are open, but stock market trading is unlikely to be affected by Thanksgiving alone because of the importance of the day after.</p><p><blockquote>感恩节对许多企业来说是一个重要的日子,尤其是食品行业的企业。然而,美国股市在感恩节休市,黑色星期五只开放半天。全球市场是开放的,但由于第二天的重要性,股市交易不太可能仅受到感恩节的影响。</blockquote></p><p> Black Friday is important because this is the shopping day when many retailers have traditionally made enough sales to put them in the black for the year. Since many retailers consider Black Friday to be crucial to their business’s annual performance, investors look at Black Friday sales numbers as a way to gauge the overall state of the entire retail industry. Economists, based on the Keynesian assumption that spending drives economic activity, view lower Black Friday numbers as an indication of slowed growth.</p><p><blockquote>黑色星期五很重要,因为这是购物日,许多零售商传统上在这一天的销售额足以让他们全年陷入亏损。由于许多零售商认为黑色星期五对其业务的年度业绩至关重要,因此投资者将黑色星期五的销售数字视为衡量整个零售业整体状况的一种方式。经济学家基于支出推动经济活动的凯恩斯主义假设,将黑色星期五数字下降视为增长放缓的迹象。</blockquote></p><p> <b>Important</b>:A particularly strong or weak Black Friday-through-Cyber Monday shopping period tends to have a big impact on retail stocks, but it may not be significant enough to sway broader stock market sentiment.</p><p><blockquote><b>重要的</b>:从黑色星期五到网络星期一的特别强劲或疲软的购物期往往会对零售股产生重大影响,但可能不足以影响更广泛的股市情绪。</blockquote></p><p> <b>Black Friday and Stocks</b></p><p><blockquote><b>黑色星期五和股票</b></blockquote></p><p> Many analysts and investors scoff at the notion that Black Friday has any real predictability for either the fourth quarter or markets as a whole. Instead, they suggest that it only causes very short-term gains or losses.</p><p><blockquote>许多分析师和投资者对黑色星期五对第四季度或整个市场有任何真正可预测性的观点嗤之以鼻。相反,他们认为它只会导致非常短期的收益或损失。</blockquote></p><p> Of note, the best U.S. sector from one week before to one week after Black Friday is retail. From 2007 to 2017, a grouping of S&P 500 retail stocks posted a 5% return, compared to the average 3% return for the S&P 500 over that period. For all 10 years, this basket of retail stocks has traded positively for the 10-day period.This trend continued with the S&P 500 Retailing Industry Group outperforming the S&P 500 by 1.5% and 0.1% during that period in 2018 and 2019, respectively.This pattern didn’t continue in 2020, when the S&P 500 returned 4.1% but the retailing industry group only returned 2.2%.</p><p><blockquote>值得注意的是,从黑色星期五前一周到之后一周,美国最好的行业是零售业。从2007年到2017年,一组标普500零售股票的回报率为5%,而同期标普500的平均回报率为3%。10 年来,这一篮子零售股票在 10 天内一直处于积极交易状态。这一趋势持续,标普500零售业集团于二零一八年及二零一九年同期的表现分别优于标普500 1.5%及0.1%。2020 年,标普500的回报率为 4.1%,但零售业集团的回报率仅为 2.2%。</blockquote></p><p> <b>Holiday Sales 2020</b></p><p><blockquote><b>2020年假日促销</b></blockquote></p><p> The NRF announced on Jan. 15, 2021, that retail sales over the 2020 holiday season grew 8.3% year over year (YOY), to $789.4 billion, exceeding NRF expectations. “Online and other non-store sales” rose 23.9% to $209 billion. This was more than double the five-year average YOY growth of 3.5%.</p><p><blockquote>NRF于2021年1月15日宣布,2020年假日季的零售额同比增长8.3%,达到7894亿美元,超出了NRF的预期。“在线和其他非实体店销售额 ”增长了 23.9%,达到 2090 亿美元。这比五年平均同比增长率 3.5% 高出一倍多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investopedia.com/ask/answers/102714/how-stock-market-affected-thanksgiving-and-black-friday.asp\">Investopedia</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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.investopedia.com/ask/answers/102714/how-stock-market-affected-thanksgiving-and-black-friday.asp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190583301","content_text":"Black Friday is the name given to the first day after Thanksgiving. It is one of the most important retail and spending events in the United States. Every holiday season, prognosticators make predictions about the level of sales on Black Friday, and investor confidence may be affected by whether or not those expectations are met or exceeded.\nIf consumers follow up Thanksgiving by spending a lot of money on Black Friday and retailers show strong numbers, then investors might have their first indication that it is shaping up to be a particularly profitable shopping season. This confidence can be reflected in the stock prices of the retailers that post strong sales. Conversely, many take it as a sign of trouble if retailers are unable to meet expectations on Black Friday. Concern over the economy is magnified if consumers are perceived to be reining in their spending.\nKEY TAKEAWAYS\n\nBlack Friday is the name given to the day after Thanksgiving, when retailers traditionally would be “in the black” for the year; now it signals the biggest day of the important holiday shopping weekend.\nCyber Monday is the Monday after the holiday weekend; sales during the five-day period of Thanksgiving through Cyber Monday are seen as reflective of consumer sentiment.\nStrong sales during this period can benefit retail sector stocks, particularly the stocks of companies that report strong sales.\nHowever, the overall stock market and broader investor sentiment are not always impacted by the results of Black Friday, with market participants focused on a variety of economic and political developments.\n\nMillions Shop on Thanksgiving Weekend\nIn 2020, an estimated 186.4 people shopped in stores or online during the period from Thanksgiving through Cyber Monday, according to the National Retail Federation (NRF), spending an average of $311.75 over the five-day period, down 13.9% from $361.90 in 2019. More than 100 million people shopped online for the first time, and the number of online-only shoppers increased by 44% to 95.7 million.\nFAST FACT\nCyber Monday, the Monday after Thanksgiving weekend, in which consumers go back to work and shop online, is also a notable day for the retail industry; it marks the end of the five-day Thanksgiving weekend shopping period.\nBlack Friday Weekend and Stocks\nThanksgiving is an important day for a lot of businesses, particularly those in the food industry. However, U.S. stock markets are closed on Thanksgiving and open for only half the day on Black Friday. Global markets are open, but stock market trading is unlikely to be affected by Thanksgiving alone because of the importance of the day after.\nBlack Friday is important because this is the shopping day when many retailers have traditionally made enough sales to put them in the black for the year. Since many retailers consider Black Friday to be crucial to their business’s annual performance, investors look at Black Friday sales numbers as a way to gauge the overall state of the entire retail industry. Economists, based on the Keynesian assumption that spending drives economic activity, view lower Black Friday numbers as an indication of slowed growth.\nImportant:A particularly strong or weak Black Friday-through-Cyber Monday shopping period tends to have a big impact on retail stocks, but it may not be significant enough to sway broader stock market sentiment.\nBlack Friday and Stocks\nMany analysts and investors scoff at the notion that Black Friday has any real predictability for either the fourth quarter or markets as a whole. Instead, they suggest that it only causes very short-term gains or losses.\nOf note, the best U.S. sector from one week before to one week after Black Friday is retail. From 2007 to 2017, a grouping of S&P 500 retail stocks posted a 5% return, compared to the average 3% return for the S&P 500 over that period. For all 10 years, this basket of retail stocks has traded positively for the 10-day period.This trend continued with the S&P 500 Retailing Industry Group outperforming the S&P 500 by 1.5% and 0.1% during that period in 2018 and 2019, respectively.This pattern didn’t continue in 2020, when the S&P 500 returned 4.1% but the retailing industry group only returned 2.2%.\nHoliday Sales 2020\nThe NRF announced on Jan. 15, 2021, that retail sales over the 2020 holiday season grew 8.3% year over year (YOY), to $789.4 billion, exceeding NRF expectations. “Online and other non-store sales” rose 23.9% to $209 billion. This was more than double the five-year average YOY growth of 3.5%.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":106803736,"gmtCreate":1620097930625,"gmtModify":1634207827622,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Haha.. really n truly not selling [Miser] ","listText":"Haha.. really n truly not selling [Miser] ","text":"Haha.. really n truly not selling [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/106803736","repostId":"1103003554","repostType":4,"repost":{"id":"1103003554","kind":"news","pubTimestamp":1620096039,"share":"https://www.laohunote.com/m/news/1103003554?lang=zh_CN&edition=full","pubTime":"2021-05-04 10:40","market":"us","language":"en","title":"3 Stocks I'm Never Selling<blockquote>我从不出售的 3 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103003554","media":"The motley fool","summary":"I've fully bought into the Warren Buffett axiom of \"the best time to sell a stock is never,\" but as ","content":"<p>I've fully bought into the Warren Buffett axiom of \"the best time to sell a stock is never,\" but as we also all know, never say never. After all, even the Oracle of Omaha routinely sells stocks he owns.</p><p><blockquote>我完全相信沃伦·巴菲特的格言“出售股票的最佳时机永远不是”,但众所周知,永远不要说永远。毕竟,即使是奥马哈先知也经常出售他持有的股票。</blockquote></p><p>While breaking the day-trading mindset is obviously the goal of such pithy sayings, holding onto shares for years, decades even, is the preferred time horizon and what I'm planning to do with the stocks in my portfolio.</p><p><blockquote>虽然打破日内交易心态显然是这种简洁谚语的目标,但持有股票数年甚至数十年是首选的时间范围,也是我计划如何处理投资组合中的股票。</blockquote></p><p>However, with the three stocks below, I plan on never selling them because they have proven to be successful businesses with staying power and competitive advantages that will keep them well ahead of their rivals far into the future.</p><p><blockquote>然而,对于下面的三只股票,我打算永远不出售它们,因为它们已被证明是成功的企业,具有持久力和竞争优势,这将使它们在未来遥遥领先于竞争对手。</blockquote></p><p>American States Water</p><p><blockquote>美国各州水</blockquote></p><p>The \"rule of threes\" is critical for survival: You can survive for three minutes without air, three days without water, and three weeks without food. While Mark Twain once remarked, \"Buy land, they're not making it anymore,\" water is an even more scarce resource, and<b>American States Water</b>(NYSE:AWR)is tasked with mostly providing Southern California with clean water and electricity.</p><p><blockquote>“三法则”对生存至关重要:没有空气你可以生存三分钟,没有水你可以生存三天,没有食物你可以生存三周。虽然马克·吐温曾经说过,“买土地,他们再也买不起了”,但水是一种更加稀缺的资源,而且<b>美国各州水</b>(纽约证券交易所股票代码:AWR)的任务主要是为南加州提供清洁的水和电。</blockquote></p><p>Water generation makes up the lion's share of its business, representing over two-thirds of American States' operating revenue in 2020, but another 25% comes from providing military installations around the country with water as well, and those are under long-term, 50-year contracts. Electricity makes up the rest of its revenue.</p><p><blockquote>水力发电占其业务的最大份额,占 2020 年美国各州营业收入的三分之二以上,但另外 25% 来自为全国各地的军事设施供水,这些设施都是根据长期的、50 年的合同。电力占其收入的其余部分。</blockquote></p><p>That allows American States Water to provide significant stability to investors. While it might not generate especiallyexciting capital appreciation, it makes up for it with steady dividend growth.</p><p><blockquote>这使得美国各州能够为投资者提供显著的稳定性。虽然它可能不会产生特别令人兴奋的资本增值,但它可以通过稳定的股息增长来弥补这一点。</blockquote></p><p>The water utility has paid dividends for over 81 consecutive years and has increased the payouts each year for 66 years. That puts it among an elite group of stocks known asDividend Kings, which are companies that have raised their dividend payments for 50 years or more. The surety of its payout may be one reason you will never want to sell American States Water stock either.</p><p><blockquote>该自来水公司已连续 81 年以上支付股息,并且 66 年来每年都增加股息。这使其跻身被称为股息之王的精英股票之列,这些公司在 50 年或更长时间内提高了股息支付。其支出的保证可能是您永远不想出售美国各州水务股票的原因之一。</blockquote></p><p>Colgate-Palmolive</p><p><blockquote>高露洁棕榄</blockquote></p><p>The strength of<b>Colgate-Palmolive</b>(NYSE:CL)is found in its portfolio of name brand consumer products -- everything from its leading toothpaste and dish washing liquids to Ajax, Murphy Oil, and Tom's of Maine. These are essential consumer and household goods people naturally reach for in good times and bad.</p><p><blockquote>的力量<b>高露洁棕榄</b>(纽约证券交易所股票代码:CL)出现在其知名品牌消费品产品组合中,从领先的牙膏和洗洁精到 Ajax、Murphy Oil 和 Tom's of Maine。这些都是人们在顺境和逆境中自然会接触到的基本消费品和家庭用品。</blockquote></p><p>There's comfort in knowing a product will perform time and again, and thatlegacy extends internationally where Colgate derives some 70% of its revenue and where it also has leading brands in most categories.</p><p><blockquote>知道一种产品会一次又一次地表现出色是一种安慰,而且这种遗产延伸到了国际上,高露洁约70%的收入来自高露洁,并且在大多数类别中也拥有领先品牌。</blockquote></p><p>Yet many investors turn to Colgate-Palmolive because of its enviable record in paying a dividend. It made its first payout in 1895 and never stopped, and then began increasing the dividend every year beginning in 1963, meaning for nearly 60 years investors could count on a rising stream of income from the consumer products giant.</p><p><blockquote>然而,许多投资者转向高露洁棕榄,因为其令人羡慕的股息支付记录。该公司于 1895 年首次派息,并且从未停止过,然后从 1963 年开始每年增加股息,这意味着近 60 年来,投资者可以指望这家消费品巨头带来不断增长的收入流。</blockquote></p><p>A stellar track record, a solid financial base, and a global reach are just some of the reasons why Colgate is a fixture in my portfolio.</p><p><blockquote>出色的业绩记录、坚实的财务基础和全球影响力只是高露洁成为我投资组合中固定资产的部分原因。</blockquote></p><p>ExxonMobil</p><p><blockquote>埃克森美孚</blockquote></p><p>Due to innovations in the oil and gas industry and massive new fields discovered, the dire predictions of so-called \"peak oil\" have largely faded from the headlines, but the global pandemic revealed the ways in which industry majors like<b>ExxonMobil</b>(NYSE:XOM)are still vulnerable.</p><p><blockquote>由于石油和天然气行业的创新和大量新油田的发现,所谓“石油峰值”的可怕预测已基本从头条新闻中消失,但全球疫情揭示了行业巨头喜欢的方式<b>埃克森美孚</b>(纽约证券交易所股票代码:XOM)仍然脆弱。</blockquote></p><p>That it took nearly all the world's governments virtually closing down their economies to weaken the oil and gas giant, however, shows just how enduring its business really is. There may be a movement toward greener energy, but fossil fuel demand is going to be a key component of our everyday life for decades to come.</p><p><blockquote>然而,几乎世界上所有的政府都几乎关闭了经济来削弱这家石油和天然气巨头的实力,这表明它的业务实际上是多么持久。可能会有一场走向绿色能源的运动,但化石燃料需求将成为未来几十年我们日常生活的关键组成部分。</blockquote></p><p>Still, Exxon is going to be a slimmer operation than it was in years past. Cost-cutting measures rule the day in an effort to rein in the significant mountain of debt it has accumulated from its capital intensive exploration and development projects. Low oil prices caused it to shelve most initiatives for the time being, but as economies reopen and demand is reignited, higher pricing will help alleviate the concerns many hold about its ability to meet its obligations.</p><p><blockquote>尽管如此,埃克森美孚的运营规模仍将比过去几年更加精简。削减成本措施占据主导地位,以努力控制其资本密集型勘探和开发项目积累的巨额债务。低油价导致其暂时搁置了大多数举措,但随着经济重新开放和需求重新点燃,更高的定价将有助于缓解许多人对其履行义务能力的担忧。</blockquote></p><p>One of those is its dividend. Unlike other oil majors, Exxon maintained that not cutting it was an imperative. 2020 was thefirst time in 18 yearsit did not raise the payout. However, because dividends for the calendar year were higher than the prior year, the company continues to be considered aDividend Aristocratas it has been for nearly four decades.</p><p><blockquote>其中之一就是它的股息。与其他石油巨头不同,埃克森美孚坚称不削减石油是当务之急。2020 年是 18 年来 SIT 首次没有提高派息。然而,由于日历年的股息高于上一年,近四十年来,该公司继续被视为股息贵族。</blockquote></p><p>I'm betting ExxonMobil is going to be around a lot longer than most green-tinted companies that are trying to supplant it, and I plan to hang on for the long term.</p><p><blockquote>我敢打赌,埃克森美孚的存在时间将比大多数试图取代它的绿色公司长得多,我计划长期坚持下去。</blockquote></p><p>Should you invest $1,000 in Exxon Mobil Corporation right now?</p><p><blockquote>您现在应该向埃克森美孚公司投资 1,000 美元吗?</blockquote></p><p>Before you consider Exxon Mobil Corporation, you'll want to hear this.</p><p><blockquote>在您考虑埃克森美孚公司之前,您会想听听这个。</blockquote></p><p></p><p>Investing legends and Motley Fool Co-founders David and Tom Gardner just revealed what they believe are the<b>10 best stocks</b>for investors to buy right now... and Exxon Mobil Corporation wasn't one of them.</p><p><blockquote>投资传奇人物和 Motley Fool 联合创始人 David 和 Tom Gardner 刚刚透露了他们认为<b>10只最佳股票</b>投资者现在就买……埃克森美孚公司不在其中。</blockquote></p><p>The online investing service they've run for nearly two decades,<i>Motley Fool Stock Advisor</i>, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.</p><p><blockquote>他们经营了近二十年的在线投资服务,<i>Motley Fool 股票顾问</i>已超过股市 4 倍以上。* 目前,他们认为有 10 只股票更值得购买。</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>3 Stocks I'm Never Selling<blockquote>我从不出售的 3 只股票</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\">\n3 Stocks I'm Never Selling<blockquote>我从不出售的 3 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-05-04 10:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>I've fully bought into the Warren Buffett axiom of \"the best time to sell a stock is never,\" but as we also all know, never say never. After all, even the Oracle of Omaha routinely sells stocks he owns.</p><p><blockquote>我完全相信沃伦·巴菲特的格言“出售股票的最佳时机永远不是”,但众所周知,永远不要说永远。毕竟,即使是奥马哈先知也经常出售他持有的股票。</blockquote></p><p>While breaking the day-trading mindset is obviously the goal of such pithy sayings, holding onto shares for years, decades even, is the preferred time horizon and what I'm planning to do with the stocks in my portfolio.</p><p><blockquote>虽然打破日内交易心态显然是这种简洁谚语的目标,但持有股票数年甚至数十年是首选的时间范围,也是我计划如何处理投资组合中的股票。</blockquote></p><p>However, with the three stocks below, I plan on never selling them because they have proven to be successful businesses with staying power and competitive advantages that will keep them well ahead of their rivals far into the future.</p><p><blockquote>然而,对于下面的三只股票,我打算永远不出售它们,因为它们已被证明是成功的企业,具有持久力和竞争优势,这将使它们在未来遥遥领先于竞争对手。</blockquote></p><p>American States Water</p><p><blockquote>美国各州水</blockquote></p><p>The \"rule of threes\" is critical for survival: You can survive for three minutes without air, three days without water, and three weeks without food. While Mark Twain once remarked, \"Buy land, they're not making it anymore,\" water is an even more scarce resource, and<b>American States Water</b>(NYSE:AWR)is tasked with mostly providing Southern California with clean water and electricity.</p><p><blockquote>“三法则”对生存至关重要:没有空气你可以生存三分钟,没有水你可以生存三天,没有食物你可以生存三周。虽然马克·吐温曾经说过,“买土地,他们再也买不起了”,但水是一种更加稀缺的资源,而且<b>美国各州水</b>(纽约证券交易所股票代码:AWR)的任务主要是为南加州提供清洁的水和电。</blockquote></p><p>Water generation makes up the lion's share of its business, representing over two-thirds of American States' operating revenue in 2020, but another 25% comes from providing military installations around the country with water as well, and those are under long-term, 50-year contracts. Electricity makes up the rest of its revenue.</p><p><blockquote>水力发电占其业务的最大份额,占 2020 年美国各州营业收入的三分之二以上,但另外 25% 来自为全国各地的军事设施供水,这些设施都是根据长期的、50 年的合同。电力占其收入的其余部分。</blockquote></p><p>That allows American States Water to provide significant stability to investors. While it might not generate especiallyexciting capital appreciation, it makes up for it with steady dividend growth.</p><p><blockquote>这使得美国各州能够为投资者提供显著的稳定性。虽然它可能不会产生特别令人兴奋的资本增值,但它可以通过稳定的股息增长来弥补这一点。</blockquote></p><p>The water utility has paid dividends for over 81 consecutive years and has increased the payouts each year for 66 years. That puts it among an elite group of stocks known asDividend Kings, which are companies that have raised their dividend payments for 50 years or more. The surety of its payout may be one reason you will never want to sell American States Water stock either.</p><p><blockquote>该自来水公司已连续 81 年以上支付股息,并且 66 年来每年都增加股息。这使其跻身被称为股息之王的精英股票之列,这些公司在 50 年或更长时间内提高了股息支付。其支出的保证可能是您永远不想出售美国各州水务股票的原因之一。</blockquote></p><p>Colgate-Palmolive</p><p><blockquote>高露洁棕榄</blockquote></p><p>The strength of<b>Colgate-Palmolive</b>(NYSE:CL)is found in its portfolio of name brand consumer products -- everything from its leading toothpaste and dish washing liquids to Ajax, Murphy Oil, and Tom's of Maine. These are essential consumer and household goods people naturally reach for in good times and bad.</p><p><blockquote>的力量<b>高露洁棕榄</b>(纽约证券交易所股票代码:CL)出现在其知名品牌消费品产品组合中,从领先的牙膏和洗洁精到 Ajax、Murphy Oil 和 Tom's of Maine。这些都是人们在顺境和逆境中自然会接触到的基本消费品和家庭用品。</blockquote></p><p>There's comfort in knowing a product will perform time and again, and thatlegacy extends internationally where Colgate derives some 70% of its revenue and where it also has leading brands in most categories.</p><p><blockquote>知道一种产品会一次又一次地表现出色是一种安慰,而且这种遗产延伸到了国际上,高露洁约70%的收入来自高露洁,并且在大多数类别中也拥有领先品牌。</blockquote></p><p>Yet many investors turn to Colgate-Palmolive because of its enviable record in paying a dividend. It made its first payout in 1895 and never stopped, and then began increasing the dividend every year beginning in 1963, meaning for nearly 60 years investors could count on a rising stream of income from the consumer products giant.</p><p><blockquote>然而,许多投资者转向高露洁棕榄,因为其令人羡慕的股息支付记录。该公司于 1895 年首次派息,并且从未停止过,然后从 1963 年开始每年增加股息,这意味着近 60 年来,投资者可以指望这家消费品巨头带来不断增长的收入流。</blockquote></p><p>A stellar track record, a solid financial base, and a global reach are just some of the reasons why Colgate is a fixture in my portfolio.</p><p><blockquote>出色的业绩记录、坚实的财务基础和全球影响力只是高露洁成为我投资组合中固定资产的部分原因。</blockquote></p><p>ExxonMobil</p><p><blockquote>埃克森美孚</blockquote></p><p>Due to innovations in the oil and gas industry and massive new fields discovered, the dire predictions of so-called \"peak oil\" have largely faded from the headlines, but the global pandemic revealed the ways in which industry majors like<b>ExxonMobil</b>(NYSE:XOM)are still vulnerable.</p><p><blockquote>由于石油和天然气行业的创新和大量新油田的发现,所谓“石油峰值”的可怕预测已基本从头条新闻中消失,但全球疫情揭示了行业巨头喜欢的方式<b>埃克森美孚</b>(纽约证券交易所股票代码:XOM)仍然脆弱。</blockquote></p><p>That it took nearly all the world's governments virtually closing down their economies to weaken the oil and gas giant, however, shows just how enduring its business really is. There may be a movement toward greener energy, but fossil fuel demand is going to be a key component of our everyday life for decades to come.</p><p><blockquote>然而,几乎世界上所有的政府都几乎关闭了经济来削弱这家石油和天然气巨头的实力,这表明它的业务实际上是多么持久。可能会有一场走向绿色能源的运动,但化石燃料需求将成为未来几十年我们日常生活的关键组成部分。</blockquote></p><p>Still, Exxon is going to be a slimmer operation than it was in years past. Cost-cutting measures rule the day in an effort to rein in the significant mountain of debt it has accumulated from its capital intensive exploration and development projects. Low oil prices caused it to shelve most initiatives for the time being, but as economies reopen and demand is reignited, higher pricing will help alleviate the concerns many hold about its ability to meet its obligations.</p><p><blockquote>尽管如此,埃克森美孚的运营规模仍将比过去几年更加精简。削减成本措施占据主导地位,以努力控制其资本密集型勘探和开发项目积累的巨额债务。低油价导致其暂时搁置了大多数举措,但随着经济重新开放和需求重新点燃,更高的定价将有助于缓解许多人对其履行义务能力的担忧。</blockquote></p><p>One of those is its dividend. Unlike other oil majors, Exxon maintained that not cutting it was an imperative. 2020 was thefirst time in 18 yearsit did not raise the payout. However, because dividends for the calendar year were higher than the prior year, the company continues to be considered aDividend Aristocratas it has been for nearly four decades.</p><p><blockquote>其中之一就是它的股息。与其他石油巨头不同,埃克森美孚坚称不削减石油是当务之急。2020 年是 18 年来 SIT 首次没有提高派息。然而,由于日历年的股息高于上一年,近四十年来,该公司继续被视为股息贵族。</blockquote></p><p>I'm betting ExxonMobil is going to be around a lot longer than most green-tinted companies that are trying to supplant it, and I plan to hang on for the long term.</p><p><blockquote>我敢打赌,埃克森美孚的存在时间将比大多数试图取代它的绿色公司长得多,我计划长期坚持下去。</blockquote></p><p>Should you invest $1,000 in Exxon Mobil Corporation right now?</p><p><blockquote>您现在应该向埃克森美孚公司投资 1,000 美元吗?</blockquote></p><p>Before you consider Exxon Mobil Corporation, you'll want to hear this.</p><p><blockquote>在您考虑埃克森美孚公司之前,您会想听听这个。</blockquote></p><p></p><p>Investing legends and Motley Fool Co-founders David and Tom Gardner just revealed what they believe are the<b>10 best stocks</b>for investors to buy right now... and Exxon Mobil Corporation wasn't one of them.</p><p><blockquote>投资传奇人物和 Motley Fool 联合创始人 David 和 Tom Gardner 刚刚透露了他们认为<b>10只最佳股票</b>投资者现在就买……埃克森美孚公司不在其中。</blockquote></p><p>The online investing service they've run for nearly two decades,<i>Motley Fool Stock Advisor</i>, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.</p><p><blockquote>他们经营了近二十年的在线投资服务,<i>Motley Fool 股票顾问</i>已超过股市 4 倍以上。* 目前,他们认为有 10 只股票更值得购买。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/05/03/3-stocks-im-never-selling/\">The 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":"https://static.tigerbbs.com/78e4944908df81bfad358b07ba0dc819","relate_stocks":{"XOM":"埃克森美孚","CL":"高露洁","AWR":"美洲国家水务"},"source_url":"https://www.fool.com/investing/2021/05/03/3-stocks-im-never-selling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103003554","content_text":"I've fully bought into the Warren Buffett axiom of \"the best time to sell a stock is never,\" but as we also all know, never say never. After all, even the Oracle of Omaha routinely sells stocks he owns.While breaking the day-trading mindset is obviously the goal of such pithy sayings, holding onto shares for years, decades even, is the preferred time horizon and what I'm planning to do with the stocks in my portfolio.However, with the three stocks below, I plan on never selling them because they have proven to be successful businesses with staying power and competitive advantages that will keep them well ahead of their rivals far into the future.American States WaterThe \"rule of threes\" is critical for survival: You can survive for three minutes without air, three days without water, and three weeks without food. While Mark Twain once remarked, \"Buy land, they're not making it anymore,\" water is an even more scarce resource, andAmerican States Water(NYSE:AWR)is tasked with mostly providing Southern California with clean water and electricity.Water generation makes up the lion's share of its business, representing over two-thirds of American States' operating revenue in 2020, but another 25% comes from providing military installations around the country with water as well, and those are under long-term, 50-year contracts. Electricity makes up the rest of its revenue.That allows American States Water to provide significant stability to investors. While it might not generate especiallyexciting capital appreciation, it makes up for it with steady dividend growth.The water utility has paid dividends for over 81 consecutive years and has increased the payouts each year for 66 years. That puts it among an elite group of stocks known asDividend Kings, which are companies that have raised their dividend payments for 50 years or more. The surety of its payout may be one reason you will never want to sell American States Water stock either.Colgate-PalmoliveThe strength ofColgate-Palmolive(NYSE:CL)is found in its portfolio of name brand consumer products -- everything from its leading toothpaste and dish washing liquids to Ajax, Murphy Oil, and Tom's of Maine. These are essential consumer and household goods people naturally reach for in good times and bad.There's comfort in knowing a product will perform time and again, and thatlegacy extends internationally where Colgate derives some 70% of its revenue and where it also has leading brands in most categories.Yet many investors turn to Colgate-Palmolive because of its enviable record in paying a dividend. It made its first payout in 1895 and never stopped, and then began increasing the dividend every year beginning in 1963, meaning for nearly 60 years investors could count on a rising stream of income from the consumer products giant.A stellar track record, a solid financial base, and a global reach are just some of the reasons why Colgate is a fixture in my portfolio.ExxonMobilDue to innovations in the oil and gas industry and massive new fields discovered, the dire predictions of so-called \"peak oil\" have largely faded from the headlines, but the global pandemic revealed the ways in which industry majors likeExxonMobil(NYSE:XOM)are still vulnerable.That it took nearly all the world's governments virtually closing down their economies to weaken the oil and gas giant, however, shows just how enduring its business really is. There may be a movement toward greener energy, but fossil fuel demand is going to be a key component of our everyday life for decades to come.Still, Exxon is going to be a slimmer operation than it was in years past. Cost-cutting measures rule the day in an effort to rein in the significant mountain of debt it has accumulated from its capital intensive exploration and development projects. Low oil prices caused it to shelve most initiatives for the time being, but as economies reopen and demand is reignited, higher pricing will help alleviate the concerns many hold about its ability to meet its obligations.One of those is its dividend. Unlike other oil majors, Exxon maintained that not cutting it was an imperative. 2020 was thefirst time in 18 yearsit did not raise the payout. However, because dividends for the calendar year were higher than the prior year, the company continues to be considered aDividend Aristocratas it has been for nearly four decades.I'm betting ExxonMobil is going to be around a lot longer than most green-tinted companies that are trying to supplant it, and I plan to hang on for the long term.Should you invest $1,000 in Exxon Mobil Corporation right now?Before you consider Exxon Mobil Corporation, you'll want to hear this.Investing legends and Motley Fool Co-founders David and Tom Gardner just revealed what they believe are the10 best stocksfor investors to buy right now... and Exxon Mobil Corporation wasn't one of them.The online investing service they've run for nearly two decades,Motley Fool Stock Advisor, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.","news_type":1,"symbols_score_info":{"AWR":0.9,"CL":0.9,"XOM":0.9}},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152376294,"gmtCreate":1625273312718,"gmtModify":1633941928879,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Wow! 🤩 [Strong] [USD] ","listText":"Wow! 🤩 [Strong] [USD] ","text":"Wow! 🤩 [Strong] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/152376294","repostId":"1165340887","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188441728,"gmtCreate":1623460254564,"gmtModify":1634032945625,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"“Inflation!” to scare us? Hmmm.... [Glance] ","listText":"“Inflation!” to scare us? Hmmm.... [Glance] ","text":"“Inflation!” to scare us? Hmmm.... [Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/188441728","repostId":"2142823202","repostType":4,"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138981906,"gmtCreate":1621905056905,"gmtModify":1634185644706,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"A few words and prices tumble, another few wordsprices girs rocket 🚀 high [Gosh] ","listText":"A few words and prices tumble, another few wordsprices girs rocket 🚀 high [Gosh] ","text":"A few words and prices tumble, another few wordsprices girs rocket 🚀 high [Gosh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/138981906","repostId":"1155644239","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885150187,"gmtCreate":1631767428949,"gmtModify":1631888363091,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"iPhone, the value is always there. 👍💪🏻","listText":"iPhone, the value is always there. 👍💪🏻","text":"iPhone, the value is always there. 👍💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885150187","repostId":"1112619991","repostType":4,"repost":{"id":"1112619991","kind":"news","pubTimestamp":1631762289,"share":"https://www.laohunote.com/m/news/1112619991?lang=zh_CN&edition=full","pubTime":"2021-09-16 11:18","market":"us","language":"en","title":"Apple's iPhone 13 secret weapon is, surprisingly, its price<blockquote>令人惊讶的是,苹果iPhone 13的秘密武器是它的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112619991","media":"CNN","summary":"(CNN Business) - Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: f","content":"<p><b>(CNN Business) - </b>Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: faster performance, longer lasting battery life, better screen and new colors.</p><p><blockquote><b>(CNN商业频道)-</b>苹果新的iPhone 13和13 Pro系列具有所有可预见的升级:更快的性能,更长的电池寿命,更好的屏幕和新的颜色。</blockquote></p><p> But the biggest -- and arguably only -- surprise with the lineup this year isn't something found inside a device: the pricing.</p><p><blockquote>但今年产品线最大的——也可以说是唯一的——惊喜并不是设备内部的东西:定价。</blockquote></p><p> Apple (AAPL) kept its iPhone prices mostly in line with last year's models, despite rumors they'd be priced higher than ever because of current issues with the chip supply chain. Massive discounts and trade-in offers from US carriers, in some cases amounting to a free device, are available. And the company continues to offer iPhones at a wide range of price points to appeal to more customers, with or without any groundbreaking new features or design changes this year.</p><p><blockquote>苹果 (AAPL) 的 iPhone 价格与去年的机型基本保持一致,尽管有传言称,由于当前芯片供应链的问题,iPhone 的定价将比以往任何时候都高。美国运营商提供大量折扣和以旧换新优惠,在某些情况下相当于免费设备。该公司继续以各种价位提供 iPhone,以吸引更多客户,无论今年是否有任何突破性的新功能或设计变化。</blockquote></p><p> \"Apple has become the king of the 'good, better, best' portfolio with a phone at every relevant price point, particularly given it typically keeps older models in its line-up for those that don't want to pay four figures for the latest and greatest new devices,\" said Ben Wood, chief analyst of market research firm CCS Insight. \"Add trade-in into the mix and it makes it possible to get customers signed up for a more expensive phone than they likely planned to purchase.\"</p><p><blockquote>“苹果已成为‘好、更好、最好’产品组合之王,在每个相关价位都有手机,特别是考虑到它通常会在其产品线中保留旧型号,供那些不想支付四位数的人购买最新最棒的新设备,”市场研究公司 CCS Insight 首席分析师本·伍德 (Ben Wood) 说道。“加上以旧换新,就有可能让客户注册一部比他们可能计划购买的更贵的手机。”</blockquote></p><p> <h3>Trade-in offers</h3> For people willing to trade in their existing iPhones and commit to a wireless plan for the next few years, the discounts are jaw dropping.</p><p><blockquote><h3>以旧换新报价</h3>对于愿意以旧换新现有iPhone并承诺未来几年无线计划的人来说,折扣令人瞠目结舌。</blockquote></p><p> AT&T (T), for example, is offering up to $1,000 toward a new iPhone 13 Pro and Pro Max after a trade-in, while Verizon (VZ) is touting as much as $800 off any new iPhone, essentially paying for the cost of a 128 GB iPhone 13. (WarnerMedia, the parent company of CNN, is owned by AT&T.)</p><p><blockquote>例如,美国电话电报公司 (T) 在以旧换新后为新款 iPhone 13 Pro 和 Pro Max 提供高达 1,000 美元的折扣,而威瑞森 (VZ) 则为任何新款 iPhone 提供高达 800 美元的折扣,基本上支付了 128 GB iPhone 13 的成本。(CNN的母公司华纳媒体归美国电话电报公司所有。)</blockquote></p><p> T-Mobile is offering the possibility of a free iPhone 13 for eligible trade-ins and says that with its Forever Upgrade program, users can get up to $800 off their next iPhone every two years, \"forever.\" If users buy from Apple directly and select T-Mobile as the carrier, they'll get a $700 credit toward a new iPhone. The deals go on and on.</p><p><blockquote>T-Mobile 为符合条件的以旧换新用户提供免费 iPhone 13 的可能性,并表示通过其永久升级计划,用户每两年可以在下一部 iPhone 上获得高达 800 美元的折扣,“永远”。如果用户直接从苹果购买并选择T-Mobile作为运营商,他们将获得700美元的新iPhone积分。交易还在继续。</blockquote></p><p> Trade-ins remain a central strategy for both mobile carriers and phone makers to drive replacement sales. The catch, however, is that users will need to trade in relatively new devices.</p><p><blockquote>以旧换新仍然是移动运营商和手机制造商推动更换销售的核心策略。然而,问题是用户需要换购相对较新的设备。</blockquote></p><p> Trade-in offers also typically tie customers to a long contract that can include high-priced data plans. Carriers want to keep these users loyal rather than seeing them move to a competitor network -- and a discounted or free iPhone could be the right incentive to keep them there, according to David McQueen, a director at market research firm ABI Research. For Apple, it keeps customers deep within its ecosystem of products.</p><p><blockquote>以旧换新优惠通常还将客户与长期合同捆绑在一起,其中可能包括高价数据计划。市场研究公司 ABI Research 的主管 David McQueen 表示,运营商希望保持这些用户的忠诚度,而不是看到他们转向竞争对手的网络,而打折或免费的 iPhone 可能是留住他们的正确激励措施。对于苹果来说,它让客户深入其产品生态系统。</blockquote></p><p> <h3>Prices remain the same</h3> Not only did Apple avoid raising base prices on the iPhone, but it effectively lowered the cost of certain iPhones when factoring in higher entry-level storage options.</p><p><blockquote><h3>价格保持不变</h3>苹果不仅避免提高iPhone的基本价格,而且在考虑更高的入门级存储选项时,它有效地降低了某些iPhone的成本。</blockquote></p><p> As analysts at Goldman Sachs pointed out in a research note Wednesday, the price of the 128 GB and 256 GB iPhone \"was reduced when compared to those same storage capacities last year.\"</p><p><blockquote>正如高盛分析师周三在一份研究报告中指出的那样,128 GB 和 256 GB iPhone 的价格“与去年相同的存储容量相比有所下降”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddf548ab0da7c8b8768f25da4cbc011b\" tg-width=\"780\" tg-height=\"438\" width=\"100%\" height=\"auto\"><span>The many colors of the iPhone 13</span></p><p><blockquote><p class=\"t-img-caption\"><span>iPhone 13的多种颜色</span></p></blockquote></p><p> So why not raise prices this year, knowing that Apple always seems to find customers willing to pay top dollar for its devices?</p><p><blockquote>那么,既然苹果似乎总能找到愿意为其设备支付高价的客户,为什么今年不提高价格呢?</blockquote></p><p> \"I believe Apple is aware that it has hit a sweet spot with pricing and the marginal gain of slightly increasing prices versus the negative backlash it would face is not worth it,\" Wood said.</p><p><blockquote>伍德表示:“我相信苹果意识到,它的定价已经达到了最佳点,价格小幅上涨相对于它将面临的负面反弹所带来的边际收益是不值得的。”</blockquote></p><p> More than that, he said Apple is focused on boosting revenue from the many premium services built around the iPhone, such as iCloud storage, Apple Music and Fitness+.</p><p><blockquote>除此之外,他表示,苹果还专注于提高围绕 iPhone 构建的许多优质服务的收入,例如 iCloud 存储、苹果音乐和 Fitness+。</blockquote></p><p> <h3>'Good, better, best'</h3> When Steve Jobs unveiled the iPhone in 2007, there was one device and one entry price point for users. When Tim Cook took over as CEO, the options became more plentiful: big ones, smaller ones, mini ones, and prices that range from $399 for the iPhone SE all the way up to $1,599 for the 1 terabyte version of the iPhone 13 Pro Max.</p><p><blockquote><h3>“好,更好,最好”</h3>当史蒂夫·乔布斯在2007年推出iPhone时,用户只有一个设备和一个入门价位。当蒂姆·库克接任首席执行官时,选择变得更加丰富:大的、小的、迷你的,价格从iPhone SE的399美元一直到1TB版本的iPhone 13 Pro Max的1599美元不等。</blockquote></p><p> The strategic effort to appeal to as many people as possible will become one of Cook's biggest legacies. It's also one that's translated to blockbuster sales. In April, Apple reported iPhone sales were at nearly $48 billion in the first quarter of 2021, a 65% increase over the same quarter last year, as consumers upgraded to iPhone 12 devices that offered 5G for the first time.</p><p><blockquote>吸引尽可能多的人的战略努力将成为库克最大的遗产之一。这也是一个转化为一鸣惊人的销售。今年4月,苹果报告称,2021年第一季度iPhone销售额接近480亿美元,比去年同期增长65%,原因是消费者升级到首次提供5G的iPhone 12设备。</blockquote></p><p> Some things haven't changed from the Jobs days, however. There may be a much wider range of options and prices for iPhones, but Apple still doesn't come close to the lower-price tiers available on Android smartphones.</p><p><blockquote>然而,有些事情与工作时代相比并没有改变。iPhone可能有更广泛的选择和价格,但苹果仍然无法接近Android智能手机上的较低价格级别。</blockquote></p><p></p><p> \"The company still focuses on profits and revenue rather than chasing volume and market share, which was the same mantra under Steve Jobs,\" McQueen said. \"Perhaps Jobs wouldn't have launched as many device types at different sizes, as he always feared cannibalizing revenue streams -- notably across iPad mini and larger screened iPhones.\"</p><p><blockquote>“公司仍然专注于利润和收入,而不是追逐销量和市场份额,这在史蒂夫·乔布斯的领导下也是如此,”麦奎因说。“也许乔布斯不会推出这么多不同尺寸的设备类型,因为他一直担心会蚕食收入流——特别是 iPad mini 和大屏幕 iPhone。”</blockquote></p><p> Still, the number of iPhone variations and price points has only helped it appeal to more buyers -- and it most likely will again this year, too.</p><p><blockquote>尽管如此,iPhone 的变化和价格点的数量只是帮助它吸引了更多的买家——而且今年很可能还会再次吸引。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's iPhone 13 secret weapon is, surprisingly, its price<blockquote>令人惊讶的是,苹果iPhone 13的秘密武器是它的价格</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's iPhone 13 secret weapon is, surprisingly, its price<blockquote>令人惊讶的是,苹果iPhone 13的秘密武器是它的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-09-16 11:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>(CNN Business) - </b>Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: faster performance, longer lasting battery life, better screen and new colors.</p><p><blockquote><b>(CNN商业频道)-</b>苹果新的iPhone 13和13 Pro系列具有所有可预见的升级:更快的性能,更长的电池寿命,更好的屏幕和新的颜色。</blockquote></p><p> But the biggest -- and arguably only -- surprise with the lineup this year isn't something found inside a device: the pricing.</p><p><blockquote>但今年产品线最大的——也可以说是唯一的——惊喜并不是设备内部的东西:定价。</blockquote></p><p> Apple (AAPL) kept its iPhone prices mostly in line with last year's models, despite rumors they'd be priced higher than ever because of current issues with the chip supply chain. Massive discounts and trade-in offers from US carriers, in some cases amounting to a free device, are available. And the company continues to offer iPhones at a wide range of price points to appeal to more customers, with or without any groundbreaking new features or design changes this year.</p><p><blockquote>苹果 (AAPL) 的 iPhone 价格与去年的机型基本保持一致,尽管有传言称,由于当前芯片供应链的问题,iPhone 的定价将比以往任何时候都高。美国运营商提供大量折扣和以旧换新优惠,在某些情况下相当于免费设备。该公司继续以各种价位提供 iPhone,以吸引更多客户,无论今年是否有任何突破性的新功能或设计变化。</blockquote></p><p> \"Apple has become the king of the 'good, better, best' portfolio with a phone at every relevant price point, particularly given it typically keeps older models in its line-up for those that don't want to pay four figures for the latest and greatest new devices,\" said Ben Wood, chief analyst of market research firm CCS Insight. \"Add trade-in into the mix and it makes it possible to get customers signed up for a more expensive phone than they likely planned to purchase.\"</p><p><blockquote>“苹果已成为‘好、更好、最好’产品组合之王,在每个相关价位都有手机,特别是考虑到它通常会在其产品线中保留旧型号,供那些不想支付四位数的人购买最新最棒的新设备,”市场研究公司 CCS Insight 首席分析师本·伍德 (Ben Wood) 说道。“加上以旧换新,就有可能让客户注册一部比他们可能计划购买的更贵的手机。”</blockquote></p><p> <h3>Trade-in offers</h3> For people willing to trade in their existing iPhones and commit to a wireless plan for the next few years, the discounts are jaw dropping.</p><p><blockquote><h3>以旧换新报价</h3>对于愿意以旧换新现有iPhone并承诺未来几年无线计划的人来说,折扣令人瞠目结舌。</blockquote></p><p> AT&T (T), for example, is offering up to $1,000 toward a new iPhone 13 Pro and Pro Max after a trade-in, while Verizon (VZ) is touting as much as $800 off any new iPhone, essentially paying for the cost of a 128 GB iPhone 13. (WarnerMedia, the parent company of CNN, is owned by AT&T.)</p><p><blockquote>例如,美国电话电报公司 (T) 在以旧换新后为新款 iPhone 13 Pro 和 Pro Max 提供高达 1,000 美元的折扣,而威瑞森 (VZ) 则为任何新款 iPhone 提供高达 800 美元的折扣,基本上支付了 128 GB iPhone 13 的成本。(CNN的母公司华纳媒体归美国电话电报公司所有。)</blockquote></p><p> T-Mobile is offering the possibility of a free iPhone 13 for eligible trade-ins and says that with its Forever Upgrade program, users can get up to $800 off their next iPhone every two years, \"forever.\" If users buy from Apple directly and select T-Mobile as the carrier, they'll get a $700 credit toward a new iPhone. The deals go on and on.</p><p><blockquote>T-Mobile 为符合条件的以旧换新用户提供免费 iPhone 13 的可能性,并表示通过其永久升级计划,用户每两年可以在下一部 iPhone 上获得高达 800 美元的折扣,“永远”。如果用户直接从苹果购买并选择T-Mobile作为运营商,他们将获得700美元的新iPhone积分。交易还在继续。</blockquote></p><p> Trade-ins remain a central strategy for both mobile carriers and phone makers to drive replacement sales. The catch, however, is that users will need to trade in relatively new devices.</p><p><blockquote>以旧换新仍然是移动运营商和手机制造商推动更换销售的核心策略。然而,问题是用户需要换购相对较新的设备。</blockquote></p><p> Trade-in offers also typically tie customers to a long contract that can include high-priced data plans. Carriers want to keep these users loyal rather than seeing them move to a competitor network -- and a discounted or free iPhone could be the right incentive to keep them there, according to David McQueen, a director at market research firm ABI Research. For Apple, it keeps customers deep within its ecosystem of products.</p><p><blockquote>以旧换新优惠通常还将客户与长期合同捆绑在一起,其中可能包括高价数据计划。市场研究公司 ABI Research 的主管 David McQueen 表示,运营商希望保持这些用户的忠诚度,而不是看到他们转向竞争对手的网络,而打折或免费的 iPhone 可能是留住他们的正确激励措施。对于苹果来说,它让客户深入其产品生态系统。</blockquote></p><p> <h3>Prices remain the same</h3> Not only did Apple avoid raising base prices on the iPhone, but it effectively lowered the cost of certain iPhones when factoring in higher entry-level storage options.</p><p><blockquote><h3>价格保持不变</h3>苹果不仅避免提高iPhone的基本价格,而且在考虑更高的入门级存储选项时,它有效地降低了某些iPhone的成本。</blockquote></p><p> As analysts at Goldman Sachs pointed out in a research note Wednesday, the price of the 128 GB and 256 GB iPhone \"was reduced when compared to those same storage capacities last year.\"</p><p><blockquote>正如高盛分析师周三在一份研究报告中指出的那样,128 GB 和 256 GB iPhone 的价格“与去年相同的存储容量相比有所下降”。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddf548ab0da7c8b8768f25da4cbc011b\" tg-width=\"780\" tg-height=\"438\" width=\"100%\" height=\"auto\"><span>The many colors of the iPhone 13</span></p><p><blockquote><p class=\"t-img-caption\"><span>iPhone 13的多种颜色</span></p></blockquote></p><p> So why not raise prices this year, knowing that Apple always seems to find customers willing to pay top dollar for its devices?</p><p><blockquote>那么,既然苹果似乎总能找到愿意为其设备支付高价的客户,为什么今年不提高价格呢?</blockquote></p><p> \"I believe Apple is aware that it has hit a sweet spot with pricing and the marginal gain of slightly increasing prices versus the negative backlash it would face is not worth it,\" Wood said.</p><p><blockquote>伍德表示:“我相信苹果意识到,它的定价已经达到了最佳点,价格小幅上涨相对于它将面临的负面反弹所带来的边际收益是不值得的。”</blockquote></p><p> More than that, he said Apple is focused on boosting revenue from the many premium services built around the iPhone, such as iCloud storage, Apple Music and Fitness+.</p><p><blockquote>除此之外,他表示,苹果还专注于提高围绕 iPhone 构建的许多优质服务的收入,例如 iCloud 存储、苹果音乐和 Fitness+。</blockquote></p><p> <h3>'Good, better, best'</h3> When Steve Jobs unveiled the iPhone in 2007, there was one device and one entry price point for users. When Tim Cook took over as CEO, the options became more plentiful: big ones, smaller ones, mini ones, and prices that range from $399 for the iPhone SE all the way up to $1,599 for the 1 terabyte version of the iPhone 13 Pro Max.</p><p><blockquote><h3>“好,更好,最好”</h3>当史蒂夫·乔布斯在2007年推出iPhone时,用户只有一个设备和一个入门价位。当蒂姆·库克接任首席执行官时,选择变得更加丰富:大的、小的、迷你的,价格从iPhone SE的399美元一直到1TB版本的iPhone 13 Pro Max的1599美元不等。</blockquote></p><p> The strategic effort to appeal to as many people as possible will become one of Cook's biggest legacies. It's also one that's translated to blockbuster sales. In April, Apple reported iPhone sales were at nearly $48 billion in the first quarter of 2021, a 65% increase over the same quarter last year, as consumers upgraded to iPhone 12 devices that offered 5G for the first time.</p><p><blockquote>吸引尽可能多的人的战略努力将成为库克最大的遗产之一。这也是一个转化为一鸣惊人的销售。今年4月,苹果报告称,2021年第一季度iPhone销售额接近480亿美元,比去年同期增长65%,原因是消费者升级到首次提供5G的iPhone 12设备。</blockquote></p><p> Some things haven't changed from the Jobs days, however. There may be a much wider range of options and prices for iPhones, but Apple still doesn't come close to the lower-price tiers available on Android smartphones.</p><p><blockquote>然而,有些事情与工作时代相比并没有改变。iPhone可能有更广泛的选择和价格,但苹果仍然无法接近Android智能手机上的较低价格级别。</blockquote></p><p></p><p> \"The company still focuses on profits and revenue rather than chasing volume and market share, which was the same mantra under Steve Jobs,\" McQueen said. \"Perhaps Jobs wouldn't have launched as many device types at different sizes, as he always feared cannibalizing revenue streams -- notably across iPad mini and larger screened iPhones.\"</p><p><blockquote>“公司仍然专注于利润和收入,而不是追逐销量和市场份额,这在史蒂夫·乔布斯的领导下也是如此,”麦奎因说。“也许乔布斯不会推出这么多不同尺寸的设备类型,因为他一直担心会蚕食收入流——特别是 iPad mini 和大屏幕 iPhone。”</blockquote></p><p> Still, the number of iPhone variations and price points has only helped it appeal to more buyers -- and it most likely will again this year, too.</p><p><blockquote>尽管如此,iPhone 的变化和价格点的数量只是帮助它吸引了更多的买家——而且今年很可能还会再次吸引。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://edition.cnn.com/2021/09/15/tech/iphone-13-price-deals/index.html\">CNN</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://edition.cnn.com/2021/09/15/tech/iphone-13-price-deals/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112619991","content_text":"(CNN Business) - Apple's new iPhone 13 and 13 Pro lineup features all of the predictable upgrades: faster performance, longer lasting battery life, better screen and new colors.\nBut the biggest -- and arguably only -- surprise with the lineup this year isn't something found inside a device: the pricing.\nApple (AAPL) kept its iPhone prices mostly in line with last year's models, despite rumors they'd be priced higher than ever because of current issues with the chip supply chain. Massive discounts and trade-in offers from US carriers, in some cases amounting to a free device, are available. And the company continues to offer iPhones at a wide range of price points to appeal to more customers, with or without any groundbreaking new features or design changes this year.\n\"Apple has become the king of the 'good, better, best' portfolio with a phone at every relevant price point, particularly given it typically keeps older models in its line-up for those that don't want to pay four figures for the latest and greatest new devices,\" said Ben Wood, chief analyst of market research firm CCS Insight. \"Add trade-in into the mix and it makes it possible to get customers signed up for a more expensive phone than they likely planned to purchase.\"\nTrade-in offers\nFor people willing to trade in their existing iPhones and commit to a wireless plan for the next few years, the discounts are jaw dropping.\nAT&T (T), for example, is offering up to $1,000 toward a new iPhone 13 Pro and Pro Max after a trade-in, while Verizon (VZ) is touting as much as $800 off any new iPhone, essentially paying for the cost of a 128 GB iPhone 13. (WarnerMedia, the parent company of CNN, is owned by AT&T.)\nT-Mobile is offering the possibility of a free iPhone 13 for eligible trade-ins and says that with its Forever Upgrade program, users can get up to $800 off their next iPhone every two years, \"forever.\" If users buy from Apple directly and select T-Mobile as the carrier, they'll get a $700 credit toward a new iPhone. The deals go on and on.\nTrade-ins remain a central strategy for both mobile carriers and phone makers to drive replacement sales. The catch, however, is that users will need to trade in relatively new devices.\nTrade-in offers also typically tie customers to a long contract that can include high-priced data plans. Carriers want to keep these users loyal rather than seeing them move to a competitor network -- and a discounted or free iPhone could be the right incentive to keep them there, according to David McQueen, a director at market research firm ABI Research. For Apple, it keeps customers deep within its ecosystem of products.\nPrices remain the same\nNot only did Apple avoid raising base prices on the iPhone, but it effectively lowered the cost of certain iPhones when factoring in higher entry-level storage options.\nAs analysts at Goldman Sachs pointed out in a research note Wednesday, the price of the 128 GB and 256 GB iPhone \"was reduced when compared to those same storage capacities last year.\"\nThe many colors of the iPhone 13\nSo why not raise prices this year, knowing that Apple always seems to find customers willing to pay top dollar for its devices?\n\"I believe Apple is aware that it has hit a sweet spot with pricing and the marginal gain of slightly increasing prices versus the negative backlash it would face is not worth it,\" Wood said.\nMore than that, he said Apple is focused on boosting revenue from the many premium services built around the iPhone, such as iCloud storage, Apple Music and Fitness+.\n'Good, better, best'\nWhen Steve Jobs unveiled the iPhone in 2007, there was one device and one entry price point for users. When Tim Cook took over as CEO, the options became more plentiful: big ones, smaller ones, mini ones, and prices that range from $399 for the iPhone SE all the way up to $1,599 for the 1 terabyte version of the iPhone 13 Pro Max.\nThe strategic effort to appeal to as many people as possible will become one of Cook's biggest legacies. It's also one that's translated to blockbuster sales. In April, Apple reported iPhone sales were at nearly $48 billion in the first quarter of 2021, a 65% increase over the same quarter last year, as consumers upgraded to iPhone 12 devices that offered 5G for the first time.\nSome things haven't changed from the Jobs days, however. There may be a much wider range of options and prices for iPhones, but Apple still doesn't come close to the lower-price tiers available on Android smartphones.\n\"The company still focuses on profits and revenue rather than chasing volume and market share, which was the same mantra under Steve Jobs,\" McQueen said. \"Perhaps Jobs wouldn't have launched as many device types at different sizes, as he always feared cannibalizing revenue streams -- notably across iPad mini and larger screened iPhones.\"\nStill, the number of iPhone variations and price points has only helped it appeal to more buyers -- and it most likely will again this year, too.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814658713,"gmtCreate":1630815379632,"gmtModify":1631888363191,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Wow! Really Howard has found it. [Surprised] ","listText":"Wow! Really Howard has found it. [Surprised] ","text":"Wow! Really Howard has found it. [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/814658713","repostId":"1157895022","repostType":4,"repost":{"id":"1157895022","kind":"news","pubTimestamp":1630810619,"share":"https://www.laohunote.com/m/news/1157895022?lang=zh_CN&edition=full","pubTime":"2021-09-05 10:56","market":"us","language":"en","title":"Beat the market with this quant system that’s very bullish on stocks at record highs<blockquote>利用这个量化系统战胜市场,该系统非常看好创纪录高点的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157895022","media":"MarketWatch","summary":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do ","content":"<p> <b>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.</b> Imagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.</p><p><blockquote><b>万斯-霍华德(Vance Howard)的 HCM 战术增长基金(Tactical Growwth Fund)会让你在谨慎的情况下进出股市。到目前为止,他的计算机科学家团队的策略已经取得了成效。</b>想象一下,当你坐下来享受生活时,你有一台赚钱机器在股市上收获收益。</blockquote></p><p> That’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.</p><p><blockquote>这是每个人的梦想,对吧?投资者万斯-霍华德认为他找到了答案。</blockquote></p><p> Howard and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.</p><p><blockquote>佐治亚州罗斯威尔的霍华德资本管理公司的霍华德和他的一小群计算机程序员。,有一个量化系统,发布巨大的回报。</blockquote></p><p> His HCM Tactical Growth Fund HCMGX,+0.35%beats its Russell 1000 benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.</p><p><blockquote>根据晨星公司的数据,他的 HCM 战术增长基金 HCMGX,+0.35% 在过去五年中以年化计算比其罗素 1000 基准指数和大型混合基金类别高出 8.5-10.4 个百分点。这不是一个小壮举,不仅仅是因为它必须克服2.22%的费用。战胜市场根本不容易。他的 HCM 股息板块 PlusHCMQX,-0.05%) 和 HCM 收入 PlusHCMLX,+0.30% 基金表现类似。</blockquote></p><p> There are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?</p><p><blockquote>有缺点,我在下面详细介绍。(其中:潜在的长期表现不佳和定期税单。)但首先,我们能从这位赢家身上学到什么?</blockquote></p><p> So-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.</p><p><blockquote>所谓的量化者从不分享他们专有系统的所有细节,但霍华德分享了很多细节,你会看到的。这位德克萨斯州牧场主有很多基于 “马感 ”的好建议--考虑到他对市场有着极具感染力的热情,以及他三十年的职业牧场主经验,这并不奇怪。</blockquote></p><p> Here are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.</p><p><blockquote>以下是最近对他的采访中的五个教训、12 只交易所交易基金 (ETF) 和 4 只值得考虑的股票。</blockquote></p><p> <b>Lesson #1: Don’t be emotional</b></p><p><blockquote><b>第一课:不要情绪化</b></blockquote></p><p> It’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.</p><p><blockquote>难怪这么多人在市场上表现不佳。进化注定了我们会失败。为了生存,我们学会了逃避让我们害怕的事情。渴望更多令人愉快的东西——比如甜食或脂肪,以在可能很长一段时间没有食物之前储存卡路里。但在市场上,出于恐惧和贪婪的情绪行事总是会让我们在错误的时间做错误的事情。底部卖出,顶部买入。</blockquote></p><p> Likewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.</p><p><blockquote>同样,我们也相信与人群在一起会带来安全。如果你是稀树草原上的斑马,那么如果你单独行动,就更有可能被捕食者叼走。这里的问题是成为人群的一部分——以及人群心理——把我们愚蠢到纯粹的情感层面。这就是为什么人群中的人们会做他们自己永远不会做的可怕事情。你有多聪明并不重要。当你加入人群时,你会失去很多智商点。基本情绪占据主导地位。</blockquote></p><p> To do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”</p><p><blockquote>要想在市场上做好,你必须抵消这些趋势。“霍华德说:”个人投资者和基金经理犯的最大错误之一就是情绪化。“放下你的情绪。”</blockquote></p><p> <b>Lesson #2: Have a system and stick to it</b></p><p><blockquote><b>第二课:建立一个系统并坚持下去</b></blockquote></p><p> To exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.</p><p><blockquote>要驱除情绪,要有一个系统。“霍华德说:”不要事后猜测。“这让你不会让大流行病或阿富汗把你吓出市场”。他评级了他的系统HCM-BuyLine。它基本上是一个动量和趋势跟踪系统——在市场上通常效果很好。</blockquote></p><p> The HCM-BuyLine basically works like this. First, rather than use the S&P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.</p><p><blockquote>HCM-BuyLine基本上是这样工作的。首先,霍华德没有使用标准普尔 500SPX(-0.03%)或道琼斯工业平均指数(-0.21%),而是混合了几个股票指数来创建自己的指数。然后他使用移动平均线来告诉他市场是处于上升趋势还是下降趋势。</blockquote></p><p> When the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.</p><p><blockquote>当移动平均线下跌3.5%时,他卖出35%。如果下跌 6.5%,他就再卖出 35%。他很少使用100%的现金。</blockquote></p><p> “If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”</p><p><blockquote>“他说:”如果买盘是积极的,无论如何我们都会长期持有。“我们让数学来决定,就能把所有的情绪都排除在外”。</blockquote></p><p> Right now, it’s bullish. (More on this below.)</p><p><blockquote>目前,情况看涨。(更多内容见下文。)</blockquote></p><p> Your system also has to tell you when to get back in.</p><p><blockquote>你的系统也必须告诉你什么时候回来。</blockquote></p><p> “That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.</p><p><blockquote>“他说:”这就是大多数人搞砸的地方。“他们退出了市场,却不知道什么时候才能重新进来”。当他的自定义指数连续六个交易日交易高于其移动平均线时,HCM-BuyLine 会发出买入信号,然后继续交易高于这六天的高点。</blockquote></p><p> You don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.</p><p><blockquote>你不需要一个能准确预测评级市场顶部或底部的系统。相反,买入线让霍华德在 85% 的时间里远离下跌市场,在 85% 的好时机里则保持下跌。</blockquote></p><p> “If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”</p><p><blockquote>“他说:”如果我们能坚持不懈地做到这一点,我们就能获得更高的回报,生活压力也会更小。“在糟糕的录音带中全神贯注并不好玩”。</blockquote></p><p> His system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.</p><p><blockquote>他的系统让他退出市场很慢,但让他回来很快。即使是10%的修正也不一定会让他离开。他经常买入这些回调。快速回归是有意义的,因为底部的复苏往往会很快发生。</blockquote></p><p> “The HCM-BuyLine takes all the emotion out of the process,” says Howard.</p><p><blockquote>“霍华德说:”HCM-BuyLine 消除了整个过程中的所有情绪。</blockquote></p><p> <b>Lesson #3: Don’t fight the tape</b></p><p><blockquote><b>第三课:不要与磁带对抗</b></blockquote></p><p> This concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”</p><p><blockquote>这一概念是马蒂-茨威格(Marty Zweig)经典著作《华尔街的胜利》(Winning on Wall Street)的核心智慧之一。</blockquote></p><p></p><p> “You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”</p><p><blockquote>“霍华德同意道:”你必须站在市场的正确一边。“如果你试图在糟糕的市场中进行多头交易,那将是痛苦的。”</blockquote></p><p> In other words, don’t try to be a hero.</p><p><blockquote>换句话说,不要试图成为英雄。</blockquote></p><p> “Sometimes, not losing money is where you want to be,” he says.</p><p><blockquote>“他说:”有时候,不赔钱才是你想要的。</blockquote></p><p> Likewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.</p><p><blockquote>同样,不要因为市场创下新高--比如现在--就变得谨慎。你应该喜欢新高,因为这是市场力量可能会持续的迹象。</blockquote></p><p> <b>Lesson #4: Keep it simple</b></p><p><blockquote><b>第4课:保持简单</b></blockquote></p><p> As you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.</p><p><blockquote>正如您将在下面看到的,霍华德并不使用衍生品、掉期或指数期权等深奥的工具。他甚至不交易外国股票或货币。这对个人投资者来说是令人耳目一新的,因为我们更难获得这些工具。</blockquote></p><p> “You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”</p><p><blockquote>“他说:”你不必交易疯狂的东西。“你可以交易普通的 ETF,击败所有人”。</blockquote></p><p> <b>Lesson #5: How to trade the current market</b></p><p><blockquote><b>第5课:如何交易当前市场</b></blockquote></p><p> First, be long.</p><p><blockquote>首先,做多。</blockquote></p><p> “The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”</p><p><blockquote>“HCM-BuyLine 非常积极。我们百分之百同意,”霍华德说。“市场正在扩大。这变得非常令人兴奋。我们认为市场不会很快好转。我们正在买入回调。”</blockquote></p><p> One bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”</p><p><blockquote>一个看涨信号是所有的现金都在观望。“如果科维德有任何缓解,我们可能会看到一场大反弹。我们最终可能会迎来一个伟大的秋季[赛季]。”</blockquote></p><p> Howard uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.</p><p><blockquote>霍华德还使用动量指标来选择股票和 ETF。对于行业,他倾向于以下几种。</blockquote></p><p> He likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.</p><p><blockquote>他喜欢医疗保健,可通过 iShares US HealthcareIYH,-0.04% 和 ProShares Ultra Health CareRXL,+0.12% ETF 进行交易。他越来越看好生物技术,他通过 iShares Biotechnology ETFIBB 投资生物技术,-0.11%。</blockquote></p><p> He likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and iShares SemiconductorSOXX,+0.75%.</p><p><blockquote>他喜欢通过 iShares US Consumer ServicesIYC 交易的非必需消费品, -0.30%, 以及通过 US Global JetsJETS 交易的航空公司, -1.17%.他还喜欢通过 Invesco QQQ TrustQQQ,+0.31%、iShares US TechnologyYYW,+0.50% 和 iShares SemiconductorSOXX,+0.75% 进行科技投资。</blockquote></p><p> He likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.</p><p><blockquote>他通过 Vanguard Small-Cap Growth Index FundVBK,+0.07% 看好小盘股。以及通过 SPDR Bloomberg Barclays Convertible Securities CWB,+0.64% 和 iShares Convertible BondICVT,+0.37% 看好可转换债券。</blockquote></p><p> As for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.</p><p><blockquote>至于个股,他特别提到了科技股中的微软MSFT(-0.00%)和苹果APL(+0.42%),以及亚马逊.comAMZN(+0.43%)和特斯拉TSLA(+0.16%)。</blockquote></p><p> Also consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.</p><p><blockquote>还可以考虑霍华德的两只 ETF: HCM Defender 100 IndexQQH,+0.62%,HCM Defender 500 IndexLGH,+1.32%。</blockquote></p><p> He prefers to add to holdings on 1%-3% dips.</p><p><blockquote>他更喜欢在下跌 1%-3% 时增持。</blockquote></p><p> <b>A few drawbacks</b></p><p><blockquote><b>一些缺点</b></blockquote></p><p> His HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.</p><p><blockquote>他的 HCM 战术增长基金自 2015 年推出以来,曾连续两年表现不佳,表现在 1.5% 至 8.8% 之间。随后,该基金强势回归,实现了上述非常积极的五年业绩。投资他的系统可能需要耐心。</blockquote></p><p> Every manager, including Warren Buffett, can have a stretch of underperformance, says Howard.</p><p><blockquote>霍华德说,包括沃伦·巴菲特在内的每个经理都可能经历一段时间的表现不佳。</blockquote></p><p> “We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”</p><p><blockquote>“他说:”我们正处于胜算之中。“即使在赔率游戏中,你也可能有一两手烂牌。”</blockquote></p><p> Another challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.</p><p><blockquote>另一个挑战是高流动率,战术增长每年为140%。这意味着山姆大叔在好年景里得到了很大的削减。因此,如果您购买霍华德的基金,您可能需要在税收保护账户中购买。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beat the market with this quant system that’s very bullish on stocks at record highs<blockquote>利用这个量化系统战胜市场,该系统非常看好创纪录高点的股票</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\">\nBeat the market with this quant system that’s very bullish on stocks at record highs<blockquote>利用这个量化系统战胜市场,该系统非常看好创纪录高点的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-05 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.</b> Imagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.</p><p><blockquote><b>万斯-霍华德(Vance Howard)的 HCM 战术增长基金(Tactical Growwth Fund)会让你在谨慎的情况下进出股市。到目前为止,他的计算机科学家团队的策略已经取得了成效。</b>想象一下,当你坐下来享受生活时,你有一台赚钱机器在股市上收获收益。</blockquote></p><p> That’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.</p><p><blockquote>这是每个人的梦想,对吧?投资者万斯-霍华德认为他找到了答案。</blockquote></p><p> Howard and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.</p><p><blockquote>佐治亚州罗斯威尔的霍华德资本管理公司的霍华德和他的一小群计算机程序员。,有一个量化系统,发布巨大的回报。</blockquote></p><p> His HCM Tactical Growth Fund HCMGX,+0.35%beats its Russell 1000 benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.</p><p><blockquote>根据晨星公司的数据,他的 HCM 战术增长基金 HCMGX,+0.35% 在过去五年中以年化计算比其罗素 1000 基准指数和大型混合基金类别高出 8.5-10.4 个百分点。这不是一个小壮举,不仅仅是因为它必须克服2.22%的费用。战胜市场根本不容易。他的 HCM 股息板块 PlusHCMQX,-0.05%) 和 HCM 收入 PlusHCMLX,+0.30% 基金表现类似。</blockquote></p><p> There are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?</p><p><blockquote>有缺点,我在下面详细介绍。(其中:潜在的长期表现不佳和定期税单。)但首先,我们能从这位赢家身上学到什么?</blockquote></p><p> So-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.</p><p><blockquote>所谓的量化者从不分享他们专有系统的所有细节,但霍华德分享了很多细节,你会看到的。这位德克萨斯州牧场主有很多基于 “马感 ”的好建议--考虑到他对市场有着极具感染力的热情,以及他三十年的职业牧场主经验,这并不奇怪。</blockquote></p><p> Here are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.</p><p><blockquote>以下是最近对他的采访中的五个教训、12 只交易所交易基金 (ETF) 和 4 只值得考虑的股票。</blockquote></p><p> <b>Lesson #1: Don’t be emotional</b></p><p><blockquote><b>第一课:不要情绪化</b></blockquote></p><p> It’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.</p><p><blockquote>难怪这么多人在市场上表现不佳。进化注定了我们会失败。为了生存,我们学会了逃避让我们害怕的事情。渴望更多令人愉快的东西——比如甜食或脂肪,以在可能很长一段时间没有食物之前储存卡路里。但在市场上,出于恐惧和贪婪的情绪行事总是会让我们在错误的时间做错误的事情。底部卖出,顶部买入。</blockquote></p><p> Likewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.</p><p><blockquote>同样,我们也相信与人群在一起会带来安全。如果你是稀树草原上的斑马,那么如果你单独行动,就更有可能被捕食者叼走。这里的问题是成为人群的一部分——以及人群心理——把我们愚蠢到纯粹的情感层面。这就是为什么人群中的人们会做他们自己永远不会做的可怕事情。你有多聪明并不重要。当你加入人群时,你会失去很多智商点。基本情绪占据主导地位。</blockquote></p><p> To do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”</p><p><blockquote>要想在市场上做好,你必须抵消这些趋势。“霍华德说:”个人投资者和基金经理犯的最大错误之一就是情绪化。“放下你的情绪。”</blockquote></p><p> <b>Lesson #2: Have a system and stick to it</b></p><p><blockquote><b>第二课:建立一个系统并坚持下去</b></blockquote></p><p> To exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.</p><p><blockquote>要驱除情绪,要有一个系统。“霍华德说:”不要事后猜测。“这让你不会让大流行病或阿富汗把你吓出市场”。他评级了他的系统HCM-BuyLine。它基本上是一个动量和趋势跟踪系统——在市场上通常效果很好。</blockquote></p><p> The HCM-BuyLine basically works like this. First, rather than use the S&P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.</p><p><blockquote>HCM-BuyLine基本上是这样工作的。首先,霍华德没有使用标准普尔 500SPX(-0.03%)或道琼斯工业平均指数(-0.21%),而是混合了几个股票指数来创建自己的指数。然后他使用移动平均线来告诉他市场是处于上升趋势还是下降趋势。</blockquote></p><p> When the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.</p><p><blockquote>当移动平均线下跌3.5%时,他卖出35%。如果下跌 6.5%,他就再卖出 35%。他很少使用100%的现金。</blockquote></p><p> “If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”</p><p><blockquote>“他说:”如果买盘是积极的,无论如何我们都会长期持有。“我们让数学来决定,就能把所有的情绪都排除在外”。</blockquote></p><p> Right now, it’s bullish. (More on this below.)</p><p><blockquote>目前,情况看涨。(更多内容见下文。)</blockquote></p><p> Your system also has to tell you when to get back in.</p><p><blockquote>你的系统也必须告诉你什么时候回来。</blockquote></p><p> “That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.</p><p><blockquote>“他说:”这就是大多数人搞砸的地方。“他们退出了市场,却不知道什么时候才能重新进来”。当他的自定义指数连续六个交易日交易高于其移动平均线时,HCM-BuyLine 会发出买入信号,然后继续交易高于这六天的高点。</blockquote></p><p> You don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.</p><p><blockquote>你不需要一个能准确预测评级市场顶部或底部的系统。相反,买入线让霍华德在 85% 的时间里远离下跌市场,在 85% 的好时机里则保持下跌。</blockquote></p><p> “If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”</p><p><blockquote>“他说:”如果我们能坚持不懈地做到这一点,我们就能获得更高的回报,生活压力也会更小。“在糟糕的录音带中全神贯注并不好玩”。</blockquote></p><p> His system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.</p><p><blockquote>他的系统让他退出市场很慢,但让他回来很快。即使是10%的修正也不一定会让他离开。他经常买入这些回调。快速回归是有意义的,因为底部的复苏往往会很快发生。</blockquote></p><p> “The HCM-BuyLine takes all the emotion out of the process,” says Howard.</p><p><blockquote>“霍华德说:”HCM-BuyLine 消除了整个过程中的所有情绪。</blockquote></p><p> <b>Lesson #3: Don’t fight the tape</b></p><p><blockquote><b>第三课:不要与磁带对抗</b></blockquote></p><p> This concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”</p><p><blockquote>这一概念是马蒂-茨威格(Marty Zweig)经典著作《华尔街的胜利》(Winning on Wall Street)的核心智慧之一。</blockquote></p><p></p><p> “You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”</p><p><blockquote>“霍华德同意道:”你必须站在市场的正确一边。“如果你试图在糟糕的市场中进行多头交易,那将是痛苦的。”</blockquote></p><p> In other words, don’t try to be a hero.</p><p><blockquote>换句话说,不要试图成为英雄。</blockquote></p><p> “Sometimes, not losing money is where you want to be,” he says.</p><p><blockquote>“他说:”有时候,不赔钱才是你想要的。</blockquote></p><p> Likewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.</p><p><blockquote>同样,不要因为市场创下新高--比如现在--就变得谨慎。你应该喜欢新高,因为这是市场力量可能会持续的迹象。</blockquote></p><p> <b>Lesson #4: Keep it simple</b></p><p><blockquote><b>第4课:保持简单</b></blockquote></p><p> As you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.</p><p><blockquote>正如您将在下面看到的,霍华德并不使用衍生品、掉期或指数期权等深奥的工具。他甚至不交易外国股票或货币。这对个人投资者来说是令人耳目一新的,因为我们更难获得这些工具。</blockquote></p><p> “You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”</p><p><blockquote>“他说:”你不必交易疯狂的东西。“你可以交易普通的 ETF,击败所有人”。</blockquote></p><p> <b>Lesson #5: How to trade the current market</b></p><p><blockquote><b>第5课:如何交易当前市场</b></blockquote></p><p> First, be long.</p><p><blockquote>首先,做多。</blockquote></p><p> “The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”</p><p><blockquote>“HCM-BuyLine 非常积极。我们百分之百同意,”霍华德说。“市场正在扩大。这变得非常令人兴奋。我们认为市场不会很快好转。我们正在买入回调。”</blockquote></p><p> One bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”</p><p><blockquote>一个看涨信号是所有的现金都在观望。“如果科维德有任何缓解,我们可能会看到一场大反弹。我们最终可能会迎来一个伟大的秋季[赛季]。”</blockquote></p><p> Howard uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.</p><p><blockquote>霍华德还使用动量指标来选择股票和 ETF。对于行业,他倾向于以下几种。</blockquote></p><p> He likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.</p><p><blockquote>他喜欢医疗保健,可通过 iShares US HealthcareIYH,-0.04% 和 ProShares Ultra Health CareRXL,+0.12% ETF 进行交易。他越来越看好生物技术,他通过 iShares Biotechnology ETFIBB 投资生物技术,-0.11%。</blockquote></p><p> He likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and iShares SemiconductorSOXX,+0.75%.</p><p><blockquote>他喜欢通过 iShares US Consumer ServicesIYC 交易的非必需消费品, -0.30%, 以及通过 US Global JetsJETS 交易的航空公司, -1.17%.他还喜欢通过 Invesco QQQ TrustQQQ,+0.31%、iShares US TechnologyYYW,+0.50% 和 iShares SemiconductorSOXX,+0.75% 进行科技投资。</blockquote></p><p> He likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.</p><p><blockquote>他通过 Vanguard Small-Cap Growth Index FundVBK,+0.07% 看好小盘股。以及通过 SPDR Bloomberg Barclays Convertible Securities CWB,+0.64% 和 iShares Convertible BondICVT,+0.37% 看好可转换债券。</blockquote></p><p> As for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.</p><p><blockquote>至于个股,他特别提到了科技股中的微软MSFT(-0.00%)和苹果APL(+0.42%),以及亚马逊.comAMZN(+0.43%)和特斯拉TSLA(+0.16%)。</blockquote></p><p> Also consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.</p><p><blockquote>还可以考虑霍华德的两只 ETF: HCM Defender 100 IndexQQH,+0.62%,HCM Defender 500 IndexLGH,+1.32%。</blockquote></p><p> He prefers to add to holdings on 1%-3% dips.</p><p><blockquote>他更喜欢在下跌 1%-3% 时增持。</blockquote></p><p> <b>A few drawbacks</b></p><p><blockquote><b>一些缺点</b></blockquote></p><p> His HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.</p><p><blockquote>他的 HCM 战术增长基金自 2015 年推出以来,曾连续两年表现不佳,表现在 1.5% 至 8.8% 之间。随后,该基金强势回归,实现了上述非常积极的五年业绩。投资他的系统可能需要耐心。</blockquote></p><p> Every manager, including Warren Buffett, can have a stretch of underperformance, says Howard.</p><p><blockquote>霍华德说,包括沃伦·巴菲特在内的每个经理都可能经历一段时间的表现不佳。</blockquote></p><p> “We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”</p><p><blockquote>“他说:”我们正处于胜算之中。“即使在赔率游戏中,你也可能有一两手烂牌。”</blockquote></p><p> Another challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.</p><p><blockquote>另一个挑战是高流动率,战术增长每年为140%。这意味着山姆大叔在好年景里得到了很大的削减。因此,如果您购买霍华德的基金,您可能需要在税收保护账户中购买。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157895022","content_text":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.\n\nImagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.\nThat’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.\nHoward and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.\nHis HCM Tactical Growth Fund HCMGX,+0.35%beats its Russell 1000 benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.\nThere are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?\nSo-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.\nHere are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.\nLesson #1: Don’t be emotional\nIt’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.\nLikewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.\nTo do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”\nLesson #2: Have a system and stick to it\nTo exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.\nThe HCM-BuyLine basically works like this. First, rather than use the S&P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.\nWhen the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.\n“If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”\nRight now, it’s bullish. (More on this below.)\nYour system also has to tell you when to get back in.\n“That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.\nYou don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.\n“If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”\nHis system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.\n“The HCM-BuyLine takes all the emotion out of the process,” says Howard.\nLesson #3: Don’t fight the tape\nThis concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”\n“You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”\nIn other words, don’t try to be a hero.\n“Sometimes, not losing money is where you want to be,” he says.\nLikewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.\nLesson #4: Keep it simple\nAs you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.\n“You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”\nLesson #5: How to trade the current market\nFirst, be long.\n“The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”\nOne bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”\nHoward uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.\nHe likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.\nHe likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and iShares SemiconductorSOXX,+0.75%.\nHe likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.\nAs for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.\nAlso consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.\nHe prefers to add to holdings on 1%-3% dips.\nA few drawbacks\nHis HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.\nEvery manager, including Warren Buffett, can have a stretch of underperformance, says Howard.\n“We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”\nAnother challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873370324,"gmtCreate":1636866360577,"gmtModify":1636866360876,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Shopping is Best yah! [Happy] [Strong] ","listText":"Shopping is Best yah! [Happy] [Strong] ","text":"Shopping is Best yah! [Happy] [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873370324","repostId":"1159096163","repostType":4,"repost":{"id":"1159096163","kind":"news","pubTimestamp":1636851053,"share":"https://www.laohunote.com/m/news/1159096163?lang=zh_CN&edition=full","pubTime":"2021-11-14 08:50","market":"us","language":"en","title":"Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096163","media":"Barrons","summary":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce","content":"<p>By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.</p><p><blockquote>当疫情袭击美国经济时,Abercrombie & Fitch 的前景似乎很糟糕。</blockquote></p><p> Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p><p><blockquote>Abercrombie's(股票代码:ANF)曾经是商场的主打产品,凭借鲜明、性感的广告和黑暗、充满香水的商店俘获了青少年的心和钱包,但其股价在 2017 年创下新低。购物者对该品牌的厌恶和商场客流量的持续下降给该品牌的未来蒙上了阴影。然后,在2020年3月,冠状病毒开始关闭全国各地的购物中心和商店。</blockquote></p><p> The retail apocalypse, it seemed, was about to claim another victim.</p><p><blockquote>零售业的末日似乎又要夺走另一个受害者了。</blockquote></p><p> But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p><p><blockquote>但是在去葬礼的路上发生了一件令人惊讶的事情:阿伯克龙比享受了自2000年代全盛时期以来最好的一年。在首席执行官弗兰·霍洛维茨 (Fran Horowitz) 的领导下,该公司进行了品牌重塑,发布了更具包容性的信息,并将重点转向年轻专业人士,同时针对青少年微调其 Hollister 品牌。</blockquote></p><p> Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p><p><blockquote>在截至 7 月 31 日的第二财季中,该公司的收入同比增长了 24%,比大流行前的水平增长了 3%。随着购物者将现金涌回商店,其股价今年上涨了 120%。</blockquote></p><p> “Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p><p><blockquote>“霍洛维茨在接受采访时说:”品牌认知是一件很难扭转的事情,重建消费者的信任需要时间。<i>巴伦</i>. “因此,在 2021 年,我们很高兴地说,我们显然看到了所有这些辛勤工作的奇妙成果”。</blockquote></p><p> Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p><p><blockquote>Abercrombie 并不是唯一一个进入新增长期的零售品牌。在过去的一年里,许多美国零售商不仅从深渊中挣脱出来,还利用大流行病带来的宏观经济变化,推动自己进入了意想不到的复兴。</blockquote></p><p> Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p><p><blockquote>成功将实体业务与数字战略相结合的品牌,销售额飙升,股价上涨,这得益于强劲的市场和消费者争先恐后地花掉大流行储蓄。许多大型商场零售商的股价都飙升,包括梅西百货(M)、诺德斯特龙(JWN)、著名鞋类母公司 Caleres(加州)和 Signet Jewelers(SIG),这些公司在过去 12 个月中都上涨了至少 100%。</blockquote></p><p> These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p><p><blockquote>这些公司现在准备从可能创纪录的假期中获益。根据全国零售联合会(National Retail Federation)的数据,消费者可支出 8510 亿美元,比去年创纪录的 7770 亿美元增长了 9.5%,是过去五年平均增长率 4.4% 的两倍多。</blockquote></p><p> No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p><p><blockquote>没有人知道这场派对是否会持续下去,或者这些商店是否只是在捕捉未来可能发生的销售。在零售销售恢复正常之前,企业需要应对一系列供应链和通胀压力,这些压力可能会抑制假日销售。</blockquote></p><p> But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p><p><blockquote>但意想不到的复兴,再次印证了不少品牌对实体店力量的信心。虽然他们仍在大力投资在线业务,但他们仍在继续大力押注实体未来。随着对实体店的投资继续,许多人曾经预期的实体零售商的消亡似乎不再那么确定。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>富裕家庭计划在这个假期平均花费2624美元,比去年增加15%。</span></p></blockquote></p><p> The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.</p><p><blockquote>大流行病对零售商来说并不理想,但它提供了一些独特的机会。问题显而易见。人们害怕亲自购物。购物者——甚至婴儿潮一代——以意想不到的数量涌入网上。亚马逊 (AMZN) 和沃尔玛 (WMT) 等零售巨头经历了有史以来最好的一年。</blockquote></p><p> “The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p><p><blockquote>“Columbia Threadneedle Investments 零售分析师 Mari Shor 说:”投资者的情绪--尤其是短期对冲基金类型的投资者--对该集团的情绪刚刚变得非常负面。“我只是认为,投资者并没有真正给公司或消费者带来怀疑的好处”。</blockquote></p><p> Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p><p><blockquote>肖尔说,投资者的疑虑源于这样一种观念,即传统零售商,无论是大流行前还是大流行后,都无法生存下来。</blockquote></p><p> But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p><p><blockquote>但疫情给了零售商一个难得的机会来关闭表现不佳的门店,并专注于优秀的门店。许多零售商还专注于在网上变得更好,并将销售策略转变为随时随地瞄准消费者,无论是在线、移动还是店内。</blockquote></p><p> In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p><p><blockquote>Saks Fifth Avenue 的母公司希望在连接数字和店内运营的同时推动增长的一个例子是,Saks Fifth Avenue 的母公司剥离了其电子商务部门,该部门目前预计将上市,目标估值为 60 亿美元。</blockquote></p><p> Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p><p><blockquote>事实证明,这种方法至关重要。根据全国零售联合会的估计,这个假日季在线和其他非实体店销售额预计将增长11%至15%,可能达到2260亿美元的高位。</blockquote></p><p></p><p> “We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p><p><blockquote>“Global X 负责电子商务的研究分析师佩德罗-帕兰德拉尼(Pedro Palandrani)说:”我们认为,大流行病不仅加速了电子商务在全球的普及,还扩大了市场。</blockquote></p><p> Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p><p><blockquote>Abercrombie 在其数字战略上投入了数亿美元,强调从数字体验到店内体验的平稳过渡,并采取了改进公司网站、实行店内退货和网上购物提货等举措。霍洛维茨说,大流行病的到来促使 Abercrombie 关闭了全球 130 家门店和 50% 的品牌旗舰店,使过去 10 年关闭的门店总数达到约 500 家,同时战略性地开设了几家重要的新店。</blockquote></p><p> “Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p><p><blockquote>“她说:”商店固然重要,但必须有合适的规模、合适的位置和合适的经济性。“如果你把它和数字技术结合在一起,那就等于神奇了”。</blockquote></p><p> Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p><p><blockquote>B. Riley Securities 分析师苏珊·安德森 (Susan Anderson) 表示,实体店不仅是吸引亲自购物者的经济高效方式,而且还可以作为在线取货和退货以及本地运输的重要配送中心。近年来,甚至像Warby Parker(WRBY)这样的在线零售商也扩大了他们的实体存在,以适应购物者的偏好。“安德森说:”消费者希望随时随地购物。</blockquote></p><p> That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p><p><blockquote>这种行为会以意想不到的方式演变。购物中心和实体店在精通数字的青少年和年轻人中越来越受欢迎。</blockquote></p><p> According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p><p><blockquote>根据BHDP今年早些时候委托一家以零售为专长的设计公司对1000名购物者进行的调查,55%的14至17岁青少年表示他们现在在室内购物中心购物,90%的人计划明年去购物中心。接受调查的18至24岁的购物者也回到了商场,试穿产品,使用店内促销,并进行退货。德勤美国零售和分销副主席罗德·赛德斯 (Rod Sides) 表示,这种转变导致零售商放弃了对特定人口统计的旧观点和假设。</blockquote></p><p> The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p><p><blockquote>疫情期间战略的转变使许多零售商在今年重新开放购物中心和市中心时处于更有利的地位,购物者渴望打开他们的钱包。</blockquote></p><p> During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p><p><blockquote>在疫情期间,一些消费者意外地变得兴奋起来。他们获得了刺激付款,从旅行费用的下降中节省下来,并看到市场飙升。如今,所有收入水平的消费者储蓄都处于或接近创纪录水平。德勤(Deloitte)的一项年度研究发现,富裕家庭计划在这个假日季比去年多花费 15%,平均每户花费 2624 美元,这在很大程度上推动了假日季的增长。</blockquote></p><p> “You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p><p><blockquote>“穆迪分析公司(Moody's Analytics)首席经济学家马克-赞迪(Mark Zandi)说:”你有很多现金,而且有相当数量的需求被压抑。</blockquote></p><p> Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p><p><blockquote>根据美国人口普查局的数据,9 月份零售和食品服务销售额估计增至 6250 亿美元,比 10 月份增长 0.7%,同比增长 13.9%。仅零售额就比 8 月份增长了 0.8%。“花旗集团经济学家维罗妮卡-克拉克(Veronica Clark)说:”我们原本预计9月份会出现一些回调,但我们没有。</blockquote></p><p> Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p><p><blockquote>全国零售联合会总裁兼首席执行官马修·谢伊 (Matthew Shay) 在 10 月份的媒体吹风会上表示,零售商在进入假日季时比十年前健康得多。万事达卡年度支出指数预测本季美国零售额将增长 7.4%,其中服装、百货商店、珠宝和奢侈品行业将出现显着增长。</blockquote></p><p> Luxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p><p><blockquote>以格子呢面料和围巾闻名的奢侈品零售商 Burberry Group (BRBY.UK) 上周表示,2022 财年上半年的可比销售额增长了 37%,全价销售额正以两位数的速度增长。Coach 母公司 Tapestry (TPR) 公布的第一财季收益好于预期,上调了 2022 年销售额和利润预期。</blockquote></p><p> Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p><p><blockquote>一些分析师看好零售业,考恩说:“许多奢侈品牌已经成功地承受了价格上涨,并可能受益于美国和国际上历史上强劲的消费者资产负债表”。Wolfe Research 看好 Nordstrom 和 Tapestry 等公司,分析师在一份报告中写道,“几乎所有美国消费者支出的主要驱动因素都青睐高端市场”。</blockquote></p><p> Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p><p><blockquote>与此同时,越来越多的美国人开始来到购物中心。Placer.ai 商场交通统计数据显示,10 月份室内商场的客流量比 2019 年增长了 3%,室外商场的客流量增长了 5%,这也是商场商店库存飙升的原因之一。拥有这些购物中心的西蒙地产集团(SPG)的股价在2021年上涨了约90%。</blockquote></p><p></p><p> “With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p><p><blockquote>“华盛顿地区泰森斯角中心(Tysons Corner Center)高级营销经理林赛-佩塔克(Lindsay Petak)说:”随着越来越多的人全面接种疫苗,再加上由于供应链问题,许多人在即将到来的假期提前购物,自 7 月以来,我们看到客流量稳步上升。该购物中心由 Macerich (MAC) 所有,该公司的股价今年也几乎翻了一番。</blockquote></p><p> All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p><p><blockquote>所有这些都加剧了遭受重创的零售商多年来的库存上涨。过去一年,SPDR S&P零售交易所交易基金(XRT)上涨了85%,而标普500上涨了33%。景顺标普500等权重非必需消费品 ETF (RCD) 今年的表现优于标普500 5 个百分点,这表明投资者仍然看好零售销售。</blockquote></p><p> “We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p><p><blockquote>“NRF 的 Shay 说:”我们已经看到,一旦经济重新开放,百货商店、服装和非必需品零售商就会真正反弹。“根据我们所做的消费者调查工作,百货商店一直是节日期间的热门目的地......今年,百货商店仍然是人们购物的首选场所”。</blockquote></p><p> All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p><p><blockquote>尽管如此,分析师和投资者仍然对实体店所扮演的角色充满信心,实体店可能看起来与网上商店有所不同,但它们会一直存在下去。</blockquote></p><p> The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p><p><blockquote>零售业复兴是否具有长期可持续性尚未定论。零售商在远离常态的宏观经济环境中运营,这使得任何猜测都更加具有投机性。</blockquote></p><p> “I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p><p><blockquote>“杰富瑞(Jefferies)分析师珍妮-斯蒂奇特(Janine Stichter)说:”我认为我们还没有正常的洞察力,因为现在整个行业有太多的复杂性。</blockquote></p><p> Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p><p><blockquote>企业正在努力应对持续的供应链担忧、通胀压力和持续的劳动力短缺,尽管所有迹象都表明假日季度将表现强劲,但这些问题可能会影响盈利。“霍洛维茨说:”供应链问题是真实存在的。</blockquote></p><p> Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p><p><blockquote>Abercrombie 在第二季度财报看涨期权中表示,由于供应链限制,预计对销售的影响不大,运费通胀的影响更大。</blockquote></p><p> To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p><p><blockquote>花旗集团的克拉克说,为了缓解供应链压力,零售商鼓励消费者提前开始购物--这一趋势可能会扭曲年终销售数据。如果购物者提前购买礼物,与往年相比,11月和12月可能会有所下降。“她说:”支出并不一定会减弱很多,只是几个月的分布情况有所不同。</blockquote></p><p> On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p><p><blockquote>Stichter 表示,另一方面,低库存将赋予零售商更高的定价权,有助于抵消供应链中断。波士顿学院经济学家萨沙·托米奇表示,虽然这对零售商有利,但可能会进一步推高价格。</blockquote></p><p> Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p><p><blockquote>纽约梅隆银行洛克伍德顾问公司首席投资官马修-福雷斯特(Matthew Forester)说,无论风险如何,强劲的业绩都不会永远持续下去。“他说:”总体而言,美国经济显然正在放缓。“明年我们将放缓。此外,随着我们恢复趋势增长,这也是很可能发生的事情。”</blockquote></p><p> The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p><p><blockquote>他说,随着刺激措施的继续减少,经济最终将退出欣喜若狂。他说,虽然下降可能并不 “可怕”,但与现在的消费者支出水平相比,仍将有所下降。</blockquote></p><p> Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p><p><blockquote>然而,阿伯克龙比正在其实体店的帮助下度过逆风。该公司正计划在商店放置更多库存,并将电子商务订单路由到商店,并与 Uber、Shipt 和 Postmates 合作提供当天送达服务。</blockquote></p><p> Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p><p><blockquote>其他零售商已经将供应链解决方案掌握在自己手中。特种服装公司 American Eagle Outfitters (AEO) 最近宣布收购 Quiet Logistics,这是一家在市中心附近运营自动化配送中心的运营商,就在几周前,AirTerra 专注于中英里物流(将产品从仓库运送到零售店)。</blockquote></p><p> “We’re going to just continue at it,” Horowitz says.</p><p><blockquote>“霍洛维茨说:”我们将继续努力。</blockquote></p><p> As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</p><p><blockquote>随着零售商继续前进,末日预言者可能不得不推迟预言零售世界末日。目前,人们的情绪很明确:消费者正在重新发现实体购物的乐趣。商场又凉了。</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>Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</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\">\nShoppers Are Heading to Malls Again. These Stocks Are Good Bets.<blockquote>购物者再次前往购物中心。这些股票是不错的选择。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-14 08:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.</p><p><blockquote>当疫情袭击美国经济时,Abercrombie & Fitch 的前景似乎很糟糕。</blockquote></p><p> Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p><p><blockquote>Abercrombie's(股票代码:ANF)曾经是商场的主打产品,凭借鲜明、性感的广告和黑暗、充满香水的商店俘获了青少年的心和钱包,但其股价在 2017 年创下新低。购物者对该品牌的厌恶和商场客流量的持续下降给该品牌的未来蒙上了阴影。然后,在2020年3月,冠状病毒开始关闭全国各地的购物中心和商店。</blockquote></p><p> The retail apocalypse, it seemed, was about to claim another victim.</p><p><blockquote>零售业的末日似乎又要夺走另一个受害者了。</blockquote></p><p> But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p><p><blockquote>但是在去葬礼的路上发生了一件令人惊讶的事情:阿伯克龙比享受了自2000年代全盛时期以来最好的一年。在首席执行官弗兰·霍洛维茨 (Fran Horowitz) 的领导下,该公司进行了品牌重塑,发布了更具包容性的信息,并将重点转向年轻专业人士,同时针对青少年微调其 Hollister 品牌。</blockquote></p><p> Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p><p><blockquote>在截至 7 月 31 日的第二财季中,该公司的收入同比增长了 24%,比大流行前的水平增长了 3%。随着购物者将现金涌回商店,其股价今年上涨了 120%。</blockquote></p><p> “Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p><p><blockquote>“霍洛维茨在接受采访时说:”品牌认知是一件很难扭转的事情,重建消费者的信任需要时间。<i>巴伦</i>. “因此,在 2021 年,我们很高兴地说,我们显然看到了所有这些辛勤工作的奇妙成果”。</blockquote></p><p> Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p><p><blockquote>Abercrombie 并不是唯一一个进入新增长期的零售品牌。在过去的一年里,许多美国零售商不仅从深渊中挣脱出来,还利用大流行病带来的宏观经济变化,推动自己进入了意想不到的复兴。</blockquote></p><p> Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p><p><blockquote>成功将实体业务与数字战略相结合的品牌,销售额飙升,股价上涨,这得益于强劲的市场和消费者争先恐后地花掉大流行储蓄。许多大型商场零售商的股价都飙升,包括梅西百货(M)、诺德斯特龙(JWN)、著名鞋类母公司 Caleres(加州)和 Signet Jewelers(SIG),这些公司在过去 12 个月中都上涨了至少 100%。</blockquote></p><p> These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p><p><blockquote>这些公司现在准备从可能创纪录的假期中获益。根据全国零售联合会(National Retail Federation)的数据,消费者可支出 8510 亿美元,比去年创纪录的 7770 亿美元增长了 9.5%,是过去五年平均增长率 4.4% 的两倍多。</blockquote></p><p> No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p><p><blockquote>没有人知道这场派对是否会持续下去,或者这些商店是否只是在捕捉未来可能发生的销售。在零售销售恢复正常之前,企业需要应对一系列供应链和通胀压力,这些压力可能会抑制假日销售。</blockquote></p><p> But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p><p><blockquote>但意想不到的复兴,再次印证了不少品牌对实体店力量的信心。虽然他们仍在大力投资在线业务,但他们仍在继续大力押注实体未来。随着对实体店的投资继续,许多人曾经预期的实体零售商的消亡似乎不再那么确定。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>富裕家庭计划在这个假期平均花费2624美元,比去年增加15%。</span></p></blockquote></p><p> The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.</p><p><blockquote>大流行病对零售商来说并不理想,但它提供了一些独特的机会。问题显而易见。人们害怕亲自购物。购物者——甚至婴儿潮一代——以意想不到的数量涌入网上。亚马逊 (AMZN) 和沃尔玛 (WMT) 等零售巨头经历了有史以来最好的一年。</blockquote></p><p> “The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p><p><blockquote>“Columbia Threadneedle Investments 零售分析师 Mari Shor 说:”投资者的情绪--尤其是短期对冲基金类型的投资者--对该集团的情绪刚刚变得非常负面。“我只是认为,投资者并没有真正给公司或消费者带来怀疑的好处”。</blockquote></p><p> Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p><p><blockquote>肖尔说,投资者的疑虑源于这样一种观念,即传统零售商,无论是大流行前还是大流行后,都无法生存下来。</blockquote></p><p> But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p><p><blockquote>但疫情给了零售商一个难得的机会来关闭表现不佳的门店,并专注于优秀的门店。许多零售商还专注于在网上变得更好,并将销售策略转变为随时随地瞄准消费者,无论是在线、移动还是店内。</blockquote></p><p> In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p><p><blockquote>Saks Fifth Avenue 的母公司希望在连接数字和店内运营的同时推动增长的一个例子是,Saks Fifth Avenue 的母公司剥离了其电子商务部门,该部门目前预计将上市,目标估值为 60 亿美元。</blockquote></p><p> Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p><p><blockquote>事实证明,这种方法至关重要。根据全国零售联合会的估计,这个假日季在线和其他非实体店销售额预计将增长11%至15%,可能达到2260亿美元的高位。</blockquote></p><p></p><p> “We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p><p><blockquote>“Global X 负责电子商务的研究分析师佩德罗-帕兰德拉尼(Pedro Palandrani)说:”我们认为,大流行病不仅加速了电子商务在全球的普及,还扩大了市场。</blockquote></p><p> Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p><p><blockquote>Abercrombie 在其数字战略上投入了数亿美元,强调从数字体验到店内体验的平稳过渡,并采取了改进公司网站、实行店内退货和网上购物提货等举措。霍洛维茨说,大流行病的到来促使 Abercrombie 关闭了全球 130 家门店和 50% 的品牌旗舰店,使过去 10 年关闭的门店总数达到约 500 家,同时战略性地开设了几家重要的新店。</blockquote></p><p> “Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p><p><blockquote>“她说:”商店固然重要,但必须有合适的规模、合适的位置和合适的经济性。“如果你把它和数字技术结合在一起,那就等于神奇了”。</blockquote></p><p> Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p><p><blockquote>B. Riley Securities 分析师苏珊·安德森 (Susan Anderson) 表示,实体店不仅是吸引亲自购物者的经济高效方式,而且还可以作为在线取货和退货以及本地运输的重要配送中心。近年来,甚至像Warby Parker(WRBY)这样的在线零售商也扩大了他们的实体存在,以适应购物者的偏好。“安德森说:”消费者希望随时随地购物。</blockquote></p><p> That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p><p><blockquote>这种行为会以意想不到的方式演变。购物中心和实体店在精通数字的青少年和年轻人中越来越受欢迎。</blockquote></p><p> According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p><p><blockquote>根据BHDP今年早些时候委托一家以零售为专长的设计公司对1000名购物者进行的调查,55%的14至17岁青少年表示他们现在在室内购物中心购物,90%的人计划明年去购物中心。接受调查的18至24岁的购物者也回到了商场,试穿产品,使用店内促销,并进行退货。德勤美国零售和分销副主席罗德·赛德斯 (Rod Sides) 表示,这种转变导致零售商放弃了对特定人口统计的旧观点和假设。</blockquote></p><p> The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p><p><blockquote>疫情期间战略的转变使许多零售商在今年重新开放购物中心和市中心时处于更有利的地位,购物者渴望打开他们的钱包。</blockquote></p><p> During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p><p><blockquote>在疫情期间,一些消费者意外地变得兴奋起来。他们获得了刺激付款,从旅行费用的下降中节省下来,并看到市场飙升。如今,所有收入水平的消费者储蓄都处于或接近创纪录水平。德勤(Deloitte)的一项年度研究发现,富裕家庭计划在这个假日季比去年多花费 15%,平均每户花费 2624 美元,这在很大程度上推动了假日季的增长。</blockquote></p><p> “You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p><p><blockquote>“穆迪分析公司(Moody's Analytics)首席经济学家马克-赞迪(Mark Zandi)说:”你有很多现金,而且有相当数量的需求被压抑。</blockquote></p><p> Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p><p><blockquote>根据美国人口普查局的数据,9 月份零售和食品服务销售额估计增至 6250 亿美元,比 10 月份增长 0.7%,同比增长 13.9%。仅零售额就比 8 月份增长了 0.8%。“花旗集团经济学家维罗妮卡-克拉克(Veronica Clark)说:”我们原本预计9月份会出现一些回调,但我们没有。</blockquote></p><p> Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p><p><blockquote>全国零售联合会总裁兼首席执行官马修·谢伊 (Matthew Shay) 在 10 月份的媒体吹风会上表示,零售商在进入假日季时比十年前健康得多。万事达卡年度支出指数预测本季美国零售额将增长 7.4%,其中服装、百货商店、珠宝和奢侈品行业将出现显着增长。</blockquote></p><p> Luxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p><p><blockquote>以格子呢面料和围巾闻名的奢侈品零售商 Burberry Group (BRBY.UK) 上周表示,2022 财年上半年的可比销售额增长了 37%,全价销售额正以两位数的速度增长。Coach 母公司 Tapestry (TPR) 公布的第一财季收益好于预期,上调了 2022 年销售额和利润预期。</blockquote></p><p> Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p><p><blockquote>一些分析师看好零售业,考恩说:“许多奢侈品牌已经成功地承受了价格上涨,并可能受益于美国和国际上历史上强劲的消费者资产负债表”。Wolfe Research 看好 Nordstrom 和 Tapestry 等公司,分析师在一份报告中写道,“几乎所有美国消费者支出的主要驱动因素都青睐高端市场”。</blockquote></p><p> Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p><p><blockquote>与此同时,越来越多的美国人开始来到购物中心。Placer.ai 商场交通统计数据显示,10 月份室内商场的客流量比 2019 年增长了 3%,室外商场的客流量增长了 5%,这也是商场商店库存飙升的原因之一。拥有这些购物中心的西蒙地产集团(SPG)的股价在2021年上涨了约90%。</blockquote></p><p></p><p> “With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p><p><blockquote>“华盛顿地区泰森斯角中心(Tysons Corner Center)高级营销经理林赛-佩塔克(Lindsay Petak)说:”随着越来越多的人全面接种疫苗,再加上由于供应链问题,许多人在即将到来的假期提前购物,自 7 月以来,我们看到客流量稳步上升。该购物中心由 Macerich (MAC) 所有,该公司的股价今年也几乎翻了一番。</blockquote></p><p> All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p><p><blockquote>所有这些都加剧了遭受重创的零售商多年来的库存上涨。过去一年,SPDR S&P零售交易所交易基金(XRT)上涨了85%,而标普500上涨了33%。景顺标普500等权重非必需消费品 ETF (RCD) 今年的表现优于标普500 5 个百分点,这表明投资者仍然看好零售销售。</blockquote></p><p> “We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p><p><blockquote>“NRF 的 Shay 说:”我们已经看到,一旦经济重新开放,百货商店、服装和非必需品零售商就会真正反弹。“根据我们所做的消费者调查工作,百货商店一直是节日期间的热门目的地......今年,百货商店仍然是人们购物的首选场所”。</blockquote></p><p> All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p><p><blockquote>尽管如此,分析师和投资者仍然对实体店所扮演的角色充满信心,实体店可能看起来与网上商店有所不同,但它们会一直存在下去。</blockquote></p><p> The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p><p><blockquote>零售业复兴是否具有长期可持续性尚未定论。零售商在远离常态的宏观经济环境中运营,这使得任何猜测都更加具有投机性。</blockquote></p><p> “I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p><p><blockquote>“杰富瑞(Jefferies)分析师珍妮-斯蒂奇特(Janine Stichter)说:”我认为我们还没有正常的洞察力,因为现在整个行业有太多的复杂性。</blockquote></p><p> Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p><p><blockquote>企业正在努力应对持续的供应链担忧、通胀压力和持续的劳动力短缺,尽管所有迹象都表明假日季度将表现强劲,但这些问题可能会影响盈利。“霍洛维茨说:”供应链问题是真实存在的。</blockquote></p><p> Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p><p><blockquote>Abercrombie 在第二季度财报看涨期权中表示,由于供应链限制,预计对销售的影响不大,运费通胀的影响更大。</blockquote></p><p> To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p><p><blockquote>花旗集团的克拉克说,为了缓解供应链压力,零售商鼓励消费者提前开始购物--这一趋势可能会扭曲年终销售数据。如果购物者提前购买礼物,与往年相比,11月和12月可能会有所下降。“她说:”支出并不一定会减弱很多,只是几个月的分布情况有所不同。</blockquote></p><p> On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p><p><blockquote>Stichter 表示,另一方面,低库存将赋予零售商更高的定价权,有助于抵消供应链中断。波士顿学院经济学家萨沙·托米奇表示,虽然这对零售商有利,但可能会进一步推高价格。</blockquote></p><p> Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p><p><blockquote>纽约梅隆银行洛克伍德顾问公司首席投资官马修-福雷斯特(Matthew Forester)说,无论风险如何,强劲的业绩都不会永远持续下去。“他说:”总体而言,美国经济显然正在放缓。“明年我们将放缓。此外,随着我们恢复趋势增长,这也是很可能发生的事情。”</blockquote></p><p> The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p><p><blockquote>他说,随着刺激措施的继续减少,经济最终将退出欣喜若狂。他说,虽然下降可能并不 “可怕”,但与现在的消费者支出水平相比,仍将有所下降。</blockquote></p><p> Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p><p><blockquote>然而,阿伯克龙比正在其实体店的帮助下度过逆风。该公司正计划在商店放置更多库存,并将电子商务订单路由到商店,并与 Uber、Shipt 和 Postmates 合作提供当天送达服务。</blockquote></p><p> Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p><p><blockquote>其他零售商已经将供应链解决方案掌握在自己手中。特种服装公司 American Eagle Outfitters (AEO) 最近宣布收购 Quiet Logistics,这是一家在市中心附近运营自动化配送中心的运营商,就在几周前,AirTerra 专注于中英里物流(将产品从仓库运送到零售店)。</blockquote></p><p> “We’re going to just continue at it,” Horowitz says.</p><p><blockquote>“霍洛维茨说:”我们将继续努力。</blockquote></p><p> As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</p><p><blockquote>随着零售商继续前进,末日预言者可能不得不推迟预言零售世界末日。目前,人们的情绪很明确:消费者正在重新发现实体购物的乐趣。商场又凉了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO\">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":{"TPR":"Tapestry Inc.","BBRYF":"Burberry Group Plc","WMT":"沃尔玛","CAL":"Caleres鞋业","BRBY.UK":"巴宝莉","ANF":"爱芬奇","JWN":"诺德斯特龙","RCD":"READY CAPITAL CORPORATION 9.00% SENIOR NOTES DUE 2029","AMZN":"亚马逊","SIG":"西格内特珠宝","M":"梅西百货"},"source_url":"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159096163","content_text":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.\nThe retail apocalypse, it seemed, was about to claim another victim.\nBut something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.\nRevenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.\n“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with Barron’s. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”\nAbercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.\nBrands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.\nThese companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.\nNo one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.\nBut the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.\nWealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.\nThe pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.\n“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”\nShor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.\nBut the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.\nIn one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.\nSuch approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.\n“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.\nAbercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.\n“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”\nNot only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.\nThat behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.\nAccording to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.\nThe shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.\nDuring the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.\n“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.\nRetail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.\nRetailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.\nLuxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.\nSome analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”\nMeanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.\n“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.\nAll of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.\n“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”\nAll that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.\nThe verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.\n“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.\nCompanies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.\nAbercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.\nTo ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.\nOn the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.\nWhatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”\nThe economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.\nAbercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.\nOther retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.\n“We’re going to just continue at it,” Horowitz says.\nAs retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.","news_type":1,"symbols_score_info":{"WMT":0.9,"RCD":0.9,"CAL":0.9,"TPR":0.9,"AMZN":0.9,"BBRYF":0.9,"ANF":0.9,"BRBY.UK":0.9,"JWN":0.9,"SIG":0.9,"M":0.9}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198859428,"gmtCreate":1620952102564,"gmtModify":1634195050492,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"No worries Disney+ subscribers are growing steadily. Disney+ jia yu 💪🏻 I have confidence in you. Let’sgo! Let’s go! Disney+ zoomm... [Love you] ","listText":"No worries Disney+ subscribers are growing steadily. Disney+ jia yu 💪🏻 I have confidence in you. Let’sgo! Let’s go! Disney+ zoomm... [Love you] ","text":"No worries Disney+ subscribers are growing steadily. Disney+ jia yu 💪🏻 I have confidence in you. Let’sgo! Let’s go! Disney+ zoomm... [Love you]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/198859428","repostId":"1143623731","repostType":4,"repost":{"id":"1143623731","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":1620947790,"share":"https://www.laohunote.com/m/news/1143623731?lang=zh_CN&edition=full","pubTime":"2021-05-14 07:16","market":"us","language":"en","title":"Disney+ subscriber growth is slowing like Netflix's — with one worrisome difference<blockquote>Disney+ 订户增长与 Netflix 一样放缓——但有一个令人担忧的区别</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143623731","media":"Tiger Newspress","summary":"Disney reported 103.6 million Disney+ customers as of April 3. Analysts had projected 109 million.Di","content":"<p><ul><li>Disney reported 103.6 million Disney+ customers as of April 3. Analysts had projected 109 million.</li><li>Disney's disappointing subscriber additions resemble Netflix's last quarter.</li><li>But Disney charges far less for Disney+ than Netflix charges its average customer, making slowing growth more worrying if it continues.</li></ul>Disneyseems to have picked up a bit ofNetflix-itis.</p><p><blockquote><ul><li>截至 4 月 3 日,迪士尼报告称拥有 1.036 亿 Disney+ 用户。分析师此前预计为 1.09 亿。</li><li>迪士尼令人失望的用户数量与网飞上个季度相似。</li><li>但迪士尼对 Disney+ 的收费远低于 Netflix 对普通客户的收费,如果这种情况持续下去,这使得增长放缓更加令人担忧。</li></ul>迪士尼似乎学到了一点网飞的东西。</blockquote></p><p>Just as Netflix added fewer than 4 million global subscribers in the first quarter, disappointing investors, Disney announced it now has 103.6 million Disney+ subscribers, far less than the109 million estimated by analysts.Disney shares slumped about 4% in after-hours trading.</p><p><blockquote>正如 Netflix 第一季度新增全球订户不到 400 万,令投资者失望一样,迪士尼宣布目前拥有 1.036 亿 Disney+ 订户,远低于分析师估计的 1.09 亿。迪士尼股价在盘后交易中下跌约4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/82adc791025ad718eb7be25366aeb1f9\" tg-width=\"1283\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Superficially, both Disney and Netflix can explain away the disappointing growth by citing the surge in viewers earlier in the pandemic. The logic is simple: Far more people signed up for Disney+ and Netflix in the first six months of the pandemic than the companies had counted on. Given the surge, it's only natural that growth would pull back to more \"normal\" levels as the pandemic winds down.</p><p><blockquote>从表面上看,迪士尼和网飞都可以通过引用疫情早些时候观众的激增来解释令人失望的增长。逻辑很简单:在疫情的前六个月,注册迪士尼+和网飞的人数远远超过了两家公司的预期。鉴于这种激增,随着疫情的结束,经济增长回落到更“正常”的水平是很自然的。</blockquote></p><p>Further, both Disney and Netflix can safely assume that subscriber growth will accelerate in the second half of the year as show production begins again in earnest and high-profile content — such as \"Loki\" and \"Luca\" for Disney — comes to streaming video later this year.</p><p><blockquote>此外,迪士尼和网飞都可以有把握地假设,随着节目制作再次认真开始,高调内容——如迪士尼的“洛基”和“卢卡”——将在今年晚些时候出现在流媒体视频上,订户增长将在下半年加速。</blockquote></p><p>But there's one significant difference between the two companies where Disney falls far short: average revenue per user.</p><p><blockquote>但这两家公司之间有一个显着的区别,迪士尼远远不及:每用户平均收入。</blockquote></p><p>Disney+'s average revenue per user, excluding India's Hotstar, was $5.61 per month. Netflix's ARPU last quarter in the U.S. and Canada was $14.25 per month — up 9% from a year ago.</p><p><blockquote>Disney+ 的每用户平均收入(不包括印度的 Hotstar)为每月 5.61 美元。Netflix 上季度在美国和加拿大的 ARPU 为每月 14.25 美元,比去年同期增长 9%。</blockquote></p><p>If you're going to have slumping growth, you want your customers paying as much as possible. Disney's Hulu subscription video on-demand service has higher ARPU — $12.08 per month — but its growth was negligible, up just 2 cents per month from a year ago. Hulu has 37.8 million subscribers, which rises to 41.6 million when including those who also purchase live TV.</p><p><blockquote>如果你的增长下滑,你希望你的客户支付尽可能多的费用。迪士尼的 Hulu 订阅视频点播服务拥有更高的 ARPU(每月 12.08 美元),但其增长可以忽略不计,仅比一年前每月增长 2 美分。Hulu 拥有 3780 万订户,如果包括那些也购买直播电视的用户,这一数字将增加到 4160 万。</blockquote></p><p>None of this is particularly concerning yet for Disney Chief Executive Officer Bob Chapek, who noted \"every single market has exceeded expectations\" in terms of global subscriber additions. He also pointed out that Disney is still expanding to new countries, with Malaysia and Thailand coming in June.</p><p><blockquote>对于迪士尼首席执行官鲍勃·查佩克来说,这些都不是特别担心的,他指出,就全球订户数量而言,“每个市场都超出了预期”。他还指出,迪士尼仍在向新的国家扩张,马来西亚和泰国将于6月进军。</blockquote></p><p>But Disney+ has vaulted into the streaming big leagues. In 2020, the logical comparison for Disney+ wasHBO Max,Peacockand other new media streaming services.</p><p><blockquote>但是Disney+已经进入了流媒体大联盟。2020年,Disney+wasHBO Max、Peacock等新媒体流媒体服务的逻辑比较。</blockquote></p><p>Given Disney's success, this year's comparison will be Netflix. Disney has already projected 230 million to 260 million subscribers by 2024. That's Netflix-land. Netflix has about 208 million customers.</p><p><blockquote>鉴于迪士尼的成功,今年的比较将是网飞。迪士尼已经预计到 2024 年将有 2.3 亿至 2.6 亿用户。那是Netflix的土地。Netflix 拥有约 2.08 亿客户。</blockquote></p><p>Netflix has been able to raise prices gradually over the years without stopping global growth. Disney may be able to do the same — but the stark differences in ARPU between the two companies illustrate the long road ahead.</p><p><blockquote>多年来,Netflix 一直能够在不停止全球增长的情况下逐步提高价格。迪士尼或许也能做到这一点——但两家公司 ARPU 的巨大差异说明了未来的漫长道路。</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>Disney+ subscriber growth is slowing like Netflix's — with one worrisome difference<blockquote>Disney+ 订户增长与 Netflix 一样放缓——但有一个令人担忧的区别</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\">\nDisney+ subscriber growth is slowing like Netflix's — with one worrisome difference<blockquote>Disney+ 订户增长与 Netflix 一样放缓——但有一个令人担忧的区别</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-14 07:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul><li>Disney reported 103.6 million Disney+ customers as of April 3. Analysts had projected 109 million.</li><li>Disney's disappointing subscriber additions resemble Netflix's last quarter.</li><li>But Disney charges far less for Disney+ than Netflix charges its average customer, making slowing growth more worrying if it continues.</li></ul>Disneyseems to have picked up a bit ofNetflix-itis.</p><p><blockquote><ul><li>截至 4 月 3 日,迪士尼报告称拥有 1.036 亿 Disney+ 用户。分析师此前预计为 1.09 亿。</li><li>迪士尼令人失望的用户数量与网飞上个季度相似。</li><li>但迪士尼对 Disney+ 的收费远低于 Netflix 对普通客户的收费,如果这种情况持续下去,这使得增长放缓更加令人担忧。</li></ul>迪士尼似乎学到了一点网飞的东西。</blockquote></p><p>Just as Netflix added fewer than 4 million global subscribers in the first quarter, disappointing investors, Disney announced it now has 103.6 million Disney+ subscribers, far less than the109 million estimated by analysts.Disney shares slumped about 4% in after-hours trading.</p><p><blockquote>正如 Netflix 第一季度新增全球订户不到 400 万,令投资者失望一样,迪士尼宣布目前拥有 1.036 亿 Disney+ 订户,远低于分析师估计的 1.09 亿。迪士尼股价在盘后交易中下跌约4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/82adc791025ad718eb7be25366aeb1f9\" tg-width=\"1283\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Superficially, both Disney and Netflix can explain away the disappointing growth by citing the surge in viewers earlier in the pandemic. The logic is simple: Far more people signed up for Disney+ and Netflix in the first six months of the pandemic than the companies had counted on. Given the surge, it's only natural that growth would pull back to more \"normal\" levels as the pandemic winds down.</p><p><blockquote>从表面上看,迪士尼和网飞都可以通过引用疫情早些时候观众的激增来解释令人失望的增长。逻辑很简单:在疫情的前六个月,注册迪士尼+和网飞的人数远远超过了两家公司的预期。鉴于这种激增,随着疫情的结束,经济增长回落到更“正常”的水平是很自然的。</blockquote></p><p>Further, both Disney and Netflix can safely assume that subscriber growth will accelerate in the second half of the year as show production begins again in earnest and high-profile content — such as \"Loki\" and \"Luca\" for Disney — comes to streaming video later this year.</p><p><blockquote>此外,迪士尼和网飞都可以有把握地假设,随着节目制作再次认真开始,高调内容——如迪士尼的“洛基”和“卢卡”——将在今年晚些时候出现在流媒体视频上,订户增长将在下半年加速。</blockquote></p><p>But there's one significant difference between the two companies where Disney falls far short: average revenue per user.</p><p><blockquote>但这两家公司之间有一个显着的区别,迪士尼远远不及:每用户平均收入。</blockquote></p><p>Disney+'s average revenue per user, excluding India's Hotstar, was $5.61 per month. Netflix's ARPU last quarter in the U.S. and Canada was $14.25 per month — up 9% from a year ago.</p><p><blockquote>Disney+ 的每用户平均收入(不包括印度的 Hotstar)为每月 5.61 美元。Netflix 上季度在美国和加拿大的 ARPU 为每月 14.25 美元,比去年同期增长 9%。</blockquote></p><p>If you're going to have slumping growth, you want your customers paying as much as possible. Disney's Hulu subscription video on-demand service has higher ARPU — $12.08 per month — but its growth was negligible, up just 2 cents per month from a year ago. Hulu has 37.8 million subscribers, which rises to 41.6 million when including those who also purchase live TV.</p><p><blockquote>如果你的增长下滑,你希望你的客户支付尽可能多的费用。迪士尼的 Hulu 订阅视频点播服务拥有更高的 ARPU(每月 12.08 美元),但其增长可以忽略不计,仅比一年前每月增长 2 美分。Hulu 拥有 3780 万订户,如果包括那些也购买直播电视的用户,这一数字将增加到 4160 万。</blockquote></p><p>None of this is particularly concerning yet for Disney Chief Executive Officer Bob Chapek, who noted \"every single market has exceeded expectations\" in terms of global subscriber additions. He also pointed out that Disney is still expanding to new countries, with Malaysia and Thailand coming in June.</p><p><blockquote>对于迪士尼首席执行官鲍勃·查佩克来说,这些都不是特别担心的,他指出,就全球订户数量而言,“每个市场都超出了预期”。他还指出,迪士尼仍在向新的国家扩张,马来西亚和泰国将于6月进军。</blockquote></p><p>But Disney+ has vaulted into the streaming big leagues. In 2020, the logical comparison for Disney+ wasHBO Max,Peacockand other new media streaming services.</p><p><blockquote>但是Disney+已经进入了流媒体大联盟。2020年,Disney+wasHBO Max、Peacock等新媒体流媒体服务的逻辑比较。</blockquote></p><p>Given Disney's success, this year's comparison will be Netflix. Disney has already projected 230 million to 260 million subscribers by 2024. That's Netflix-land. Netflix has about 208 million customers.</p><p><blockquote>鉴于迪士尼的成功,今年的比较将是网飞。迪士尼已经预计到 2024 年将有 2.3 亿至 2.6 亿用户。那是Netflix的土地。Netflix 拥有约 2.08 亿客户。</blockquote></p><p>Netflix has been able to raise prices gradually over the years without stopping global growth. Disney may be able to do the same — but the stark differences in ARPU between the two companies illustrate the long road ahead.</p><p><blockquote>多年来,Netflix 一直能够在不停止全球增长的情况下逐步提高价格。迪士尼或许也能做到这一点——但两家公司 ARPU 的巨大差异说明了未来的漫长道路。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143623731","content_text":"Disney reported 103.6 million Disney+ customers as of April 3. Analysts had projected 109 million.Disney's disappointing subscriber additions resemble Netflix's last quarter.But Disney charges far less for Disney+ than Netflix charges its average customer, making slowing growth more worrying if it continues.Disneyseems to have picked up a bit ofNetflix-itis.Just as Netflix added fewer than 4 million global subscribers in the first quarter, disappointing investors, Disney announced it now has 103.6 million Disney+ subscribers, far less than the109 million estimated by analysts.Disney shares slumped about 4% in after-hours trading.Superficially, both Disney and Netflix can explain away the disappointing growth by citing the surge in viewers earlier in the pandemic. The logic is simple: Far more people signed up for Disney+ and Netflix in the first six months of the pandemic than the companies had counted on. Given the surge, it's only natural that growth would pull back to more \"normal\" levels as the pandemic winds down.Further, both Disney and Netflix can safely assume that subscriber growth will accelerate in the second half of the year as show production begins again in earnest and high-profile content — such as \"Loki\" and \"Luca\" for Disney — comes to streaming video later this year.But there's one significant difference between the two companies where Disney falls far short: average revenue per user.Disney+'s average revenue per user, excluding India's Hotstar, was $5.61 per month. Netflix's ARPU last quarter in the U.S. and Canada was $14.25 per month — up 9% from a year ago.If you're going to have slumping growth, you want your customers paying as much as possible. Disney's Hulu subscription video on-demand service has higher ARPU — $12.08 per month — but its growth was negligible, up just 2 cents per month from a year ago. Hulu has 37.8 million subscribers, which rises to 41.6 million when including those who also purchase live TV.None of this is particularly concerning yet for Disney Chief Executive Officer Bob Chapek, who noted \"every single market has exceeded expectations\" in terms of global subscriber additions. He also pointed out that Disney is still expanding to new countries, with Malaysia and Thailand coming in June.But Disney+ has vaulted into the streaming big leagues. In 2020, the logical comparison for Disney+ wasHBO Max,Peacockand other new media streaming services.Given Disney's success, this year's comparison will be Netflix. Disney has already projected 230 million to 260 million subscribers by 2024. That's Netflix-land. Netflix has about 208 million customers.Netflix has been able to raise prices gradually over the years without stopping global growth. Disney may be able to do the same — but the stark differences in ARPU between the two companies illustrate the long road ahead.","news_type":1,"symbols_score_info":{"NFLX":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102866144,"gmtCreate":1620194915588,"gmtModify":1634207056281,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Yah, does affect and sliding down trend [Sad] ","listText":"Yah, does affect and sliding down trend [Sad] ","text":"Yah, does affect and sliding down trend [Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/102866144","repostId":"1186808828","repostType":4,"repost":{"id":"1186808828","kind":"news","pubTimestamp":1620185185,"share":"https://www.laohunote.com/m/news/1186808828?lang=zh_CN&edition=full","pubTime":"2021-05-05 11:26","market":"us","language":"en","title":"Bill and Melinda Gates’s divorce was a predictable market phenomenon and bullish for GameStop — allow us to explain<blockquote>比尔-盖茨和梅林达-盖茨的离婚是一个可以预见的市场现象,对游戏驿站来说是利好--请允许我们解释一下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186808828","media":"Market Wacth","summary":"The end of Bill and Melinda Gates’s marriage is just the first in what will be a slew of billionaire","content":"<p>The end of Bill and Melinda Gates’s marriage is just the first in what will be a slew of billionaire divorces, and it’s all bullish for GameStop’s stockGME,-0.91%.</p><p><blockquote>比尔-盖茨(Bill Gates)和梅林达-盖茨(Melinda Gates)婚姻的结束只是一系列亿万富翁离婚案中的第一起,这对游戏驿站的股票GME-0.91%都是利好。</blockquote></p><p> It’s just another Tuesday on retail-investor social media.</p><p><blockquote>这只是散户投资者社交媒体上的又一个星期二。</blockquote></p><p> The announcement that Bill and Melinda Gates are divorcing caught the whole world by surprise, but by Monday evening members of the Reddit board r/GME had unearthed an almost 2-month-old post by user Jobom3 tying a spike in borrowed GameStop shares to the likelihood that billionaire hedge funders and their wealthy investors were increasing their short positions as part of a plan to prepare for their impending divorces.</p><p><blockquote>比尔和梅林达·盖茨离婚的消息震惊了全世界,但到了周一晚上,Reddit董事会r/GME的成员发现了用户Jobom3近两个月前的一篇帖子,将游戏驿站借入股票的飙升与亿万富翁对冲基金家和他们富有的投资者增加空头头寸的可能性联系起来,作为为即将离婚做准备的计划的一部分。</blockquote></p><p> On the morning of March 11, a Reddit post pointed out that more than 1 million GameStop shares had been borrowed in premarket action, a signal that pro-GameStop “redditors” interpreted as a signal of a new skirmish in the ongoing conflict between hedge funds trying to short GameStop into oblivion and Regular Joe investors hell-bent on proving that the videogame retailer is fundamentally undervalued and should not be killed off by wealthy Wall Street traders playing a rigged game.</p><p><blockquote>3 月 11 日上午,Reddit 上的一篇帖子指出,在盘前行动中,有超过 100 万股游戏驿站股票被借入,支持游戏驿站的 “redditors ”将这一信号解读为对冲基金试图做空游戏驿站,而乔的普通投资者则一心想证明这家视频游戏零售商从根本上被低估,不应该被玩操纵游戏的华尔街富商杀死。</blockquote></p><p> “Another 1 million shares borrowed from ETFs in pre-market …” blared a Reddit post headline that morning, with a screenshot appearing to show the availability of GameStop shares from ETFs exposed to the stock.</p><p><blockquote>“当天上午,Reddit 上的一篇帖子标题是:“又有 100 万股股票在盘前从 ETF 借入.”,截图似乎显示了从接触该股票的 ETF 中获得的游戏驿站股票。</blockquote></p><p> Minutes later, Jobom3 piped up with this theory: “I think they are just buying time to secure their personal assets,” read the comment. “Moving them to offshore or divorce their wives and put the money in their name. Tricks like that. At least that’s what I would do.”</p><p><blockquote>几分钟后,Jobom3 又提出了这样的理论: “我认为他们只是在争取时间来保护自己的个人资产,”评论中写道。“把他们转移到海外,或者和他们的妻子离婚,把钱放在他们的名下。诸如此类的伎俩。至少我会这么做。”</blockquote></p><p> While the comment did not receive much attention on March 11, it blew up late Monday after news of the Gates’s split dropped, and users clamored to give Jobom3 credit for seeing the bombshell coming.</p><p><blockquote>虽然这条评论在 3 月 11 日并没有引起太多关注,但在盖茨夫妇分手的消息传出后,这条评论在周一晚些时候爆炸了,用户们纷纷将这一重磅消息归功于 Jobom3。</blockquote></p><p> “WHAT ELSE DOES THE PROPHIT KNOW” replied one user late Monday night.</p><p><blockquote>“周一深夜,一位用户回复道:”利润还知道什么。</blockquote></p><p> “Bill Gates and Melinda Gates is just a start???” posited another.</p><p><blockquote>“比尔·盖茨和梅琳达·盖茨只是个开始???”假装另一个。</blockquote></p><p> “My man got all the infinity stones,” added another.</p><p><blockquote>“另一个人补充说:”我的人得到了所有的无限宝石。</blockquote></p><p> Those comments quickly turned into a bull case for GameStop’s value, with users coalescing around the theory that that Bill Gates’s getting unhitched is a huge data point in support of Jobom3’s thesis that at least some wealthy short sellers of GameStop are fighting the short squeeze as a cover to protect their assets from the possibility of a market implosion that will lead to an army of greedy future ex-spouses.</p><p><blockquote>这些评论很快就变成了对游戏驿站价值的看涨理由,用户们一致认为,比尔盖茨的离婚是一个巨大的数据点,支持了 Jobom3 的论点,即至少有一些游戏驿站的富有卖空者正在以挤空为掩护,以保护他们的资产免受市场内爆的影响,而市场内爆将导致未来贪婪的前配偶大军。</blockquote></p><p> Rickety markets have historically been bad indicators for hedge-fund managers, and seeing two of the wealthiest men in the world, Gates and Jeff Bezos, announcing the ends of long marriages in less than two years’ time can be interpreted by the willing as a trend that is still kicking up steam.</p><p><blockquote>市场动荡历来是对冲基金经理的糟糕指标,世界上最富有的两个人盖茨和杰夫·贝索斯在不到两年的时间里宣布结束长期婚姻,这可以被《意愿报》解读为一种仍在加速发展的趋势。</blockquote></p><p> But while tying the coming joy of white-shoe divorce lawyers to GameStop’s performance might seem difficult, it was easier than it might appear to GameStop’s Reddit army.</p><p><blockquote>不过,虽然将白鞋离婚律师即将到来的喜悦与游戏驿站的表现联系起来似乎很困难,但对于游戏驿站的 Reddit 大军来说,这比看起来要容易得多。</blockquote></p><p> “Maybe not directly to GME,” mused one user “But [Bill Gates] probably has money tied up in hedge funds and other investments that are going down when they all get liquidated and the market crashes.”</p><p><blockquote>“一位用户沉思道:”也许不会直接流向 GME,“但(比尔-盖茨)可能把钱绑在了对冲基金和其他投资上,当它们都被清算和市场崩溃时,这些投资就会减少。”</blockquote></p><p> Gates does invest the majority of his family wealth through Cascade Investment LLC, one of the largest family offices in the world with more than $50 billion in assets and, according to regulatory filings, mostly invested in large-cap stocks like Deere & Co.DE,+1.55%,Berkshire HathawayBRK.B,+0.39%and Canadian National RailwayCNI,-0.37%.</p><p><blockquote>盖茨确实通过 Cascade Investment LLC 投资了他的大部分家族财富,Cascade Investment LLC 是世界上最大的家族理财室之一,拥有超过 500 亿美元的资产,根据监管文件,大部分投资于Deere等大盘股。 DE,+1.55%,Berkshire HathawayBRK.B,+0.39%和加拿大国家铁路CNI,-0.37%。</blockquote></p><p> While any GameStop exposure, either direct or indirect, in Gates’s portfolio is difficult to see, the stock is having an interesting day.</p><p><blockquote>虽然盖茨的投资组合中很难看到任何直接或间接的游戏驿站敞口,但该股今天的表现很有趣。</blockquote></p><p> After falling by more than 5%, GameStop bounced back in afternoon trading and was down just over 1% going into the closing bell.</p><p><blockquote>在下跌超过 5% 后,游戏驿站在下午交易中反弹,收盘时下跌略高于 1%。</blockquote></p><p></p>","source":"lsy1604288433698","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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\">\nBill and Melinda Gates’s divorce was a predictable market phenomenon and bullish for GameStop — allow us to explain<blockquote>比尔-盖茨和梅林达-盖茨的离婚是一个可以预见的市场现象,对游戏驿站来说是利好--请允许我们解释一下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-05-05 11:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The end of Bill and Melinda Gates’s marriage is just the first in what will be a slew of billionaire divorces, and it’s all bullish for GameStop’s stockGME,-0.91%.</p><p><blockquote>比尔-盖茨(Bill Gates)和梅林达-盖茨(Melinda Gates)婚姻的结束只是一系列亿万富翁离婚案中的第一起,这对游戏驿站的股票GME-0.91%都是利好。</blockquote></p><p> It’s just another Tuesday on retail-investor social media.</p><p><blockquote>这只是散户投资者社交媒体上的又一个星期二。</blockquote></p><p> The announcement that Bill and Melinda Gates are divorcing caught the whole world by surprise, but by Monday evening members of the Reddit board r/GME had unearthed an almost 2-month-old post by user Jobom3 tying a spike in borrowed GameStop shares to the likelihood that billionaire hedge funders and their wealthy investors were increasing their short positions as part of a plan to prepare for their impending divorces.</p><p><blockquote>比尔和梅林达·盖茨离婚的消息震惊了全世界,但到了周一晚上,Reddit董事会r/GME的成员发现了用户Jobom3近两个月前的一篇帖子,将游戏驿站借入股票的飙升与亿万富翁对冲基金家和他们富有的投资者增加空头头寸的可能性联系起来,作为为即将离婚做准备的计划的一部分。</blockquote></p><p> On the morning of March 11, a Reddit post pointed out that more than 1 million GameStop shares had been borrowed in premarket action, a signal that pro-GameStop “redditors” interpreted as a signal of a new skirmish in the ongoing conflict between hedge funds trying to short GameStop into oblivion and Regular Joe investors hell-bent on proving that the videogame retailer is fundamentally undervalued and should not be killed off by wealthy Wall Street traders playing a rigged game.</p><p><blockquote>3 月 11 日上午,Reddit 上的一篇帖子指出,在盘前行动中,有超过 100 万股游戏驿站股票被借入,支持游戏驿站的 “redditors ”将这一信号解读为对冲基金试图做空游戏驿站,而乔的普通投资者则一心想证明这家视频游戏零售商从根本上被低估,不应该被玩操纵游戏的华尔街富商杀死。</blockquote></p><p> “Another 1 million shares borrowed from ETFs in pre-market …” blared a Reddit post headline that morning, with a screenshot appearing to show the availability of GameStop shares from ETFs exposed to the stock.</p><p><blockquote>“当天上午,Reddit 上的一篇帖子标题是:“又有 100 万股股票在盘前从 ETF 借入.”,截图似乎显示了从接触该股票的 ETF 中获得的游戏驿站股票。</blockquote></p><p> Minutes later, Jobom3 piped up with this theory: “I think they are just buying time to secure their personal assets,” read the comment. “Moving them to offshore or divorce their wives and put the money in their name. Tricks like that. At least that’s what I would do.”</p><p><blockquote>几分钟后,Jobom3 又提出了这样的理论: “我认为他们只是在争取时间来保护自己的个人资产,”评论中写道。“把他们转移到海外,或者和他们的妻子离婚,把钱放在他们的名下。诸如此类的伎俩。至少我会这么做。”</blockquote></p><p> While the comment did not receive much attention on March 11, it blew up late Monday after news of the Gates’s split dropped, and users clamored to give Jobom3 credit for seeing the bombshell coming.</p><p><blockquote>虽然这条评论在 3 月 11 日并没有引起太多关注,但在盖茨夫妇分手的消息传出后,这条评论在周一晚些时候爆炸了,用户们纷纷将这一重磅消息归功于 Jobom3。</blockquote></p><p> “WHAT ELSE DOES THE PROPHIT KNOW” replied one user late Monday night.</p><p><blockquote>“周一深夜,一位用户回复道:”利润还知道什么。</blockquote></p><p> “Bill Gates and Melinda Gates is just a start???” posited another.</p><p><blockquote>“比尔·盖茨和梅琳达·盖茨只是个开始???”假装另一个。</blockquote></p><p> “My man got all the infinity stones,” added another.</p><p><blockquote>“另一个人补充说:”我的人得到了所有的无限宝石。</blockquote></p><p> Those comments quickly turned into a bull case for GameStop’s value, with users coalescing around the theory that that Bill Gates’s getting unhitched is a huge data point in support of Jobom3’s thesis that at least some wealthy short sellers of GameStop are fighting the short squeeze as a cover to protect their assets from the possibility of a market implosion that will lead to an army of greedy future ex-spouses.</p><p><blockquote>这些评论很快就变成了对游戏驿站价值的看涨理由,用户们一致认为,比尔盖茨的离婚是一个巨大的数据点,支持了 Jobom3 的论点,即至少有一些游戏驿站的富有卖空者正在以挤空为掩护,以保护他们的资产免受市场内爆的影响,而市场内爆将导致未来贪婪的前配偶大军。</blockquote></p><p> Rickety markets have historically been bad indicators for hedge-fund managers, and seeing two of the wealthiest men in the world, Gates and Jeff Bezos, announcing the ends of long marriages in less than two years’ time can be interpreted by the willing as a trend that is still kicking up steam.</p><p><blockquote>市场动荡历来是对冲基金经理的糟糕指标,世界上最富有的两个人盖茨和杰夫·贝索斯在不到两年的时间里宣布结束长期婚姻,这可以被《意愿报》解读为一种仍在加速发展的趋势。</blockquote></p><p> But while tying the coming joy of white-shoe divorce lawyers to GameStop’s performance might seem difficult, it was easier than it might appear to GameStop’s Reddit army.</p><p><blockquote>不过,虽然将白鞋离婚律师即将到来的喜悦与游戏驿站的表现联系起来似乎很困难,但对于游戏驿站的 Reddit 大军来说,这比看起来要容易得多。</blockquote></p><p> “Maybe not directly to GME,” mused one user “But [Bill Gates] probably has money tied up in hedge funds and other investments that are going down when they all get liquidated and the market crashes.”</p><p><blockquote>“一位用户沉思道:”也许不会直接流向 GME,“但(比尔-盖茨)可能把钱绑在了对冲基金和其他投资上,当它们都被清算和市场崩溃时,这些投资就会减少。”</blockquote></p><p> Gates does invest the majority of his family wealth through Cascade Investment LLC, one of the largest family offices in the world with more than $50 billion in assets and, according to regulatory filings, mostly invested in large-cap stocks like Deere & Co.DE,+1.55%,Berkshire HathawayBRK.B,+0.39%and Canadian National RailwayCNI,-0.37%.</p><p><blockquote>盖茨确实通过 Cascade Investment LLC 投资了他的大部分家族财富,Cascade Investment LLC 是世界上最大的家族理财室之一,拥有超过 500 亿美元的资产,根据监管文件,大部分投资于Deere等大盘股。 DE,+1.55%,Berkshire HathawayBRK.B,+0.39%和加拿大国家铁路CNI,-0.37%。</blockquote></p><p> While any GameStop exposure, either direct or indirect, in Gates’s portfolio is difficult to see, the stock is having an interesting day.</p><p><blockquote>虽然盖茨的投资组合中很难看到任何直接或间接的游戏驿站敞口,但该股今天的表现很有趣。</blockquote></p><p> After falling by more than 5%, GameStop bounced back in afternoon trading and was down just over 1% going into the closing bell.</p><p><blockquote>在下跌超过 5% 后,游戏驿站在下午交易中反弹,收盘时下跌略高于 1%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/bill-and-melinda-gates-divorce-was-a-predictable-market-phenomenon-and-bullish-for-gamestopwe-can-explain-11620158462?mod=home-page\">Market Wacth</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.marketwatch.com/story/bill-and-melinda-gates-divorce-was-a-predictable-market-phenomenon-and-bullish-for-gamestopwe-can-explain-11620158462?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186808828","content_text":"The end of Bill and Melinda Gates’s marriage is just the first in what will be a slew of billionaire divorces, and it’s all bullish for GameStop’s stockGME,-0.91%.\nIt’s just another Tuesday on retail-investor social media.\nThe announcement that Bill and Melinda Gates are divorcing caught the whole world by surprise, but by Monday evening members of the Reddit board r/GME had unearthed an almost 2-month-old post by user Jobom3 tying a spike in borrowed GameStop shares to the likelihood that billionaire hedge funders and their wealthy investors were increasing their short positions as part of a plan to prepare for their impending divorces.\nOn the morning of March 11, a Reddit post pointed out that more than 1 million GameStop shares had been borrowed in premarket action, a signal that pro-GameStop “redditors” interpreted as a signal of a new skirmish in the ongoing conflict between hedge funds trying to short GameStop into oblivion and Regular Joe investors hell-bent on proving that the videogame retailer is fundamentally undervalued and should not be killed off by wealthy Wall Street traders playing a rigged game.\n“Another 1 million shares borrowed from ETFs in pre-market …” blared a Reddit post headline that morning, with a screenshot appearing to show the availability of GameStop shares from ETFs exposed to the stock.\nMinutes later, Jobom3 piped up with this theory: “I think they are just buying time to secure their personal assets,” read the comment. “Moving them to offshore or divorce their wives and put the money in their name. Tricks like that. At least that’s what I would do.”\nWhile the comment did not receive much attention on March 11, it blew up late Monday after news of the Gates’s split dropped, and users clamored to give Jobom3 credit for seeing the bombshell coming.\n“WHAT ELSE DOES THE PROPHIT KNOW” replied one user late Monday night.\n“Bill Gates and Melinda Gates is just a start???” posited another.\n“My man got all the infinity stones,” added another.\nThose comments quickly turned into a bull case for GameStop’s value, with users coalescing around the theory that that Bill Gates’s getting unhitched is a huge data point in support of Jobom3’s thesis that at least some wealthy short sellers of GameStop are fighting the short squeeze as a cover to protect their assets from the possibility of a market implosion that will lead to an army of greedy future ex-spouses.\nRickety markets have historically been bad indicators for hedge-fund managers, and seeing two of the wealthiest men in the world, Gates and Jeff Bezos, announcing the ends of long marriages in less than two years’ time can be interpreted by the willing as a trend that is still kicking up steam.\nBut while tying the coming joy of white-shoe divorce lawyers to GameStop’s performance might seem difficult, it was easier than it might appear to GameStop’s Reddit army.\n“Maybe not directly to GME,” mused one user “But [Bill Gates] probably has money tied up in hedge funds and other investments that are going down when they all get liquidated and the market crashes.”\nGates does invest the majority of his family wealth through Cascade Investment LLC, one of the largest family offices in the world with more than $50 billion in assets and, according to regulatory filings, mostly invested in large-cap stocks like Deere & Co.DE,+1.55%,Berkshire HathawayBRK.B,+0.39%and Canadian National RailwayCNI,-0.37%.\nWhile any GameStop exposure, either direct or indirect, in Gates’s portfolio is difficult to see, the stock is having an interesting day.\nAfter falling by more than 5%, GameStop bounced back in afternoon trading and was down just over 1% going into the closing bell.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":829603617,"gmtCreate":1633493749084,"gmtModify":1633493750129,"author":{"id":"3581996485604595","authorId":"3581996485604595","name":"BigThumb","avatar":"https://static.tigerbbs.com/d9366427dbceb4a03b5342d31b6c3aaa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581996485604595","idStr":"3581996485604595"},"themes":[],"title":"","htmlText":"Yah no worries 😉 ","listText":"Yah no worries 😉 ","text":"Yah no worries 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829603617","repostId":"1103782575","repostType":4,"repost":{"id":"1103782575","kind":"news","pubTimestamp":1633486462,"share":"https://www.laohunote.com/m/news/1103782575?lang=zh_CN&edition=full","pubTime":"2021-10-06 10:14","market":"us","language":"en","title":"Don't worry (too much) about an October market crash<blockquote>不要(太)担心十月份的市场崩盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103782575","media":"CNN Business","summary":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously cras","content":"<p><div> New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008. But the marketisn't always a terrifying place to...</p><p><blockquote><div>纽约(CNN Business)——十月通常是华尔街阴森恐怖的一个月。众所周知,股市在 1929 年 10 月、1987 年以及最近的 2008 年崩盘。但是市场并不总是一个可怕的地方……</div></blockquote></p><p> <a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">网页连接</a></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>Don't worry (too much) about an October market crash<blockquote>不要(太)担心十月份的市场崩盘</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\">\nDon't worry (too much) about an October market crash<blockquote>不要(太)担心十月份的市场崩盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-10-06 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008. But the marketisn't always a terrifying place to...</p><p><blockquote><div>纽约(CNN Business)——十月通常是华尔街阴森恐怖的一个月。众所周知,股市在 1929 年 10 月、1987 年以及最近的 2008 年崩盘。但是市场并不总是一个可怕的地方……</div></blockquote></p><p> <a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103782575","content_text":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.\nBut the marketisn't always a terrifying place to be just before Halloween. In fact,stocks typically go up in October.\nAccording to data from Ryan Detrick, chief market strategist at LPL Financial, October is just about in the middle of the pack: It has been the 7th best month for the S&P 500 since 1950 and the 4th best over the past 10 and 20 years.\n\"October is known for some spectacular crashes and many expect bad things to happen again this year,\" Detrick said in a report last week. \"But the truth is this month is simply misunderstood, as historically it is about an average month.\"\nAnd it could be better than average this October, because there are no potentially game-changing election results coming in November.\nSince 1999, the S&P 500 has gained 3.6% in odd-year Octobers and fallen 1.1% in even-numbered ones, corresponding to the US election schedule.\n\"It turns out stocks don't like politics much,\" Detrick said.\nMany risks remain but outlook still promising for stocks\nOf course DC headlines could still roil the market this year, albeit not because of an election.\nThe debt ceiling debate has yet to be resolved, and Congress still hasn't passed President Joe Biden's infrastructure and social spending plans. Meanwhile Biden also must soon decide whether he wants to nominate Jerome Powell for a second term as Fed chairman or pick someone else.\n\"The fourth quarter — like the conclusion of sporting events or Broadway plays — is where the drama lies,\" Louis Navellier, chairman of Navellier & Associates, said in a report last week.\nThat said, Navellier is hopeful the usual seasonal tailwinds for the markets and the broader economy will lift stocks this year.\nStocks tend to enjoy not just solid gains in October, but also for the remainder of the fourth quarter. Consumer spending surges during the holiday shopping season and businesses often look to boost investments before annual budgets run out.\nWith that in mind, some strategists think that investors will continue to focus on the positive when looking ahead to earnings for Q4 and 2022.\nYes, worries remain about Covid-19, Fed policy, inflation, global shipping delays and numerous other economic warning signs.\nBut although this could create more volatility than usual in October and the rest of the fourth quarter, few expect that these challenges will lead to another recession. So the path of least resistance for stocks is still upward.\n\"Virtually all of these problems are showing tangible signs toward resolution,\" Robert Teeter, managing director at Silvercrest Asset Management, said in a report Monday, \"and should not inflict any long-term damage to stock valuations.\"","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}