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2021-12-16

☺️

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2021-12-25

Ok

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2021-12-26

Ok

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2021-12-17

Ok, noted

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2021-12-24

Ok

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2021-12-18

Noted

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2021-12-15

🤔🤔🤔

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2021-12-20

Ok

Why inflation and the U.S. policy response will be key for markets in 2022<blockquote>为什么通胀和美国政策反应将是2022年市场的关键</blockquote>

2021-12-16

✌️✌️✌️

抱歉，原内容已删除

2021-12-20

Ok

Netflix Stock: Here's How India Can Impact Its Future Earnings<blockquote>Netflix股票：以下是印度如何影响其未来盈利</blockquote>

2021-12-09

😲😲😲

'Proceed with caution': here's what Wall Street analysts see for the U.S. stock market in 2022<blockquote>“谨慎行事”：华尔街分析师对2022年美国股市的看法</blockquote>

2022-01-21

OK👌

3 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID股票</blockquote>

2022-01-21

OK👌

Stocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</blockquote>

2021-12-24

Okokok good idea

2021-12-17

Notes

Oracle in talks to buy Cerner<blockquote>甲骨文正在洽谈收购Cerner</blockquote>

2022-01-19

Ok👌

外媒头条：一次加息50个基点！市场预期越发激进

2021-12-28

Ok,goood

2021-12-27

Ok, great idea

2021-12-27

Okokok☺️☺️☺️

2021-12-14

🤔🤔🤔

Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion<blockquote>Nu Holdings早盘下跌超8%，市值跌破500亿美元</blockquote>

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Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.</p><p><blockquote><html><head></head><body>这是新的一年，新冠肺炎仍然和我们在一起。去年，我们看到医疗保健领域多种新冠疫苗和治疗方法获得了紧急使用授权。制药公司将在2022年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote></p><p><b>Pfizer</b>(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy <b>Novavax</b>(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in <b>Vir Biotechnology</b>(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.</p><p><blockquote><b>辉瑞</b>（纽约证券交易所股票代码：PFE）是一家价值3100亿美元的大型公司，预计其新冠疫苗和抗病毒药物的销售额将不会是10亿或100亿美元，而是超过500亿美元。斗志昂扬<b>Novavax</b>（纳斯达克：NVAX）终于在全球范围内推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人<b>维尔生物技术</b>（纳斯达克：维尔）。对于这家小型生物技术公司来说，它的一种药物很容易成为价值10亿美元的重磅炸弹。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>A safe harbor in stormy weather</b></p><p><blockquote><b>暴风雨天气中的避风港</b></blockquote></p><p><b>George Budwell(Pfizer):</b>Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.</p><p><blockquote><b>乔治·巴德威尔（辉瑞）：</b>辉瑞是新冠肺炎制药产品无可争议的冠军。仅在2022年，华尔街预计这家制药巨头的新型冠状病毒疫苗Comirnaty和口服抗病毒药物Paxlovid的销售额就将达到550亿美元。</blockquote></p><p>What&#39;s more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.</p><p><blockquote>更重要的是，分析师开始接受Paxlovid可能在当前十年内成为该公司可持续收入来源的想法。当该药物上个月首次被美国食品和药物管理局根据紧急使用授权途径允许上市时，华尔街认为从商业角度来看，Paxlovid可能会在一年左右的时间内达到顶峰，然后随着疫情从视野中消失，销售额急剧下降。</blockquote></p><p>But less than three weeks out from the drug&#39;s initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.</p><p><blockquote>但距离该药物首次获得批准还不到三周，令人痛苦的是，很明显，Paxlovid可能需要作为未来几年COVID-19最坏结果的故障保险。毕竟，高传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote></p><p>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.</p><p><blockquote>这一切意味着，辉瑞应该是少数几家在新冠肺炎拥有可观、长期收入来源的大型制药商之一。反过来，在可预见的未来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及雄心勃勃的业务发展计划。</blockquote></p><p>So, if you&#39;re looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.</p><p><blockquote>因此，如果您正在寻找一只能够抵御极高通胀和利率上升双重阻力的股票，辉瑞可能值得一试。</blockquote></p><p><b>Revenue forecasts for Novavax:  $2 billion to $8 billion</b></p><p><blockquote><b>Novavax的收入预测：20亿至80亿美元</b></blockquote></p><p><b>Taylor Carmichael(Novavax):</b>Novavax is on the verge of greatness this year. The company&#39;s stock price is down to $125 a share. That&#39;s where it started in 2021, so last year was pretty much a washout for the stock.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax今年正处于伟大的边缘。该公司的股价跌至每股125美元。这就是它在2021年开始的地方，所以去年该股几乎遭受了洗盘。</blockquote></p><p>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.</p><p><blockquote>早在2月份，当Novavax报告其新冠疫苗的积极3期数据时，股价就飙升至300美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人说它的疫苗是同类产品中最好的，但扩大约20亿剂疫苗的合同生产说起来容易做起来难。这些现实导致该股较高点下跌约60%。</blockquote></p><p>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it&#39;s highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company&#39;s already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.</p><p><blockquote>尽管如此，Novavax的收入已经达到了10亿美元大关，因此由于所有的预订，其疫苗甚至在获得批准之前就已经一鸣惊人。现在，全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度收益看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的生产能力。该公司预计将继续扩大规模，并预测2022年将分发20亿剂疫苗。</blockquote></p><p>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that&#39;s over $4 billion in sales, just in Europe.</p><p><blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购了1亿剂疫苗），我们粗略计算出收入为320亿美元。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。尽管该公司对其价格保持沉默，但丹麦早在8月份就表示，根据欧盟(EU)协议，它为每剂疫苗支付了近21美元。欧盟已经订购了2亿剂，因此仅在欧洲的销售额就超过40亿美元。</blockquote></p><p></p><p>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company&#39;s market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.</p><p><blockquote>分析师非常保守，对Novavax 2022年的预测在20亿至80亿美元之间。（该公司的市值为90亿美元。）虽然一路上可能会出现一些问题，但Novavax肯定会在2022年从其COVID-19疫苗中赚取数十亿美元。如果该公司确实像其所说的那样交付20亿剂疫苗，该股可能会有大幅上涨空间。</blockquote></p><p><b>The antibody market all to itself</b></p><p><blockquote><b>抗体市场全靠自己</b></blockquote></p><p><b>Patrick Bafuma(Vir Biotechnology):</b>The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from <b>Eli Lilly</b> (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from <b>Roche</b>and<b>Regeneron</b> are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--<b>GlaxoSmithKline</b> and Vir Biotechnology&#39;s sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it&#39;s the only one left right now to fight the omicron variant.</p><p><blockquote><b>Patrick Bafuma（Vir Biotechnology）：</b>奥密克戎变种目前猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自<b>礼来公司</b>（bamlanivimab加etesevimab）以及来自<b>罗氏</b>和<b>再生</b>被认为对当前变体的活性显著降低。这样就只剩下一种对奥密克戎有效的输液了--<b>葛兰素史克</b>以及Vir Biotechnology的sotrovimab。这种单克隆抗体先前证明，在轻度至中度新冠肺炎和进展为重度疾病的高风险成人中，住院和死亡风险降低了79%。它是目前唯一一个对抗奥密克戎变种的人。</blockquote></p><p>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly&#39;s antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.</p><p><blockquote>作为唯一的单克隆抗体将有其特权。2021年前9个月，REGEN-COV带来了35亿美元的产品净销售额，而礼来公司的抗体组合带来了11.7亿美元。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院挤满了病人，任何有助于缓解系统压力的东西都可能受到高度追捧。</blockquote></p><p>And while Pfizer&#39;s Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who&#39;s who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid&#39;s possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.</p><p><blockquote>虽然辉瑞的Paxlovid将极大地有利于减轻医疗保健系统的COVID-19负担，但这种口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像是常用处方药的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的止痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，表达了对Paxlovid可能的药物相互作用的担忧，这为sotrovimab继续广泛使用留下了充足的空间。根据与GSK的协议，Vir获得了sotrovimab销售额的72.5%，这家价值44亿美元的生物技术公司目前看起来很划算。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID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 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID股票</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\">2022-01-08 11:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It&#39;s a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.</p><p><blockquote><html><head></head><body>这是新的一年，新冠肺炎仍然和我们在一起。去年，我们看到医疗保健领域多种新冠疫苗和治疗方法获得了紧急使用授权。制药公司将在2022年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote></p><p><b>Pfizer</b>(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy <b>Novavax</b>(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in <b>Vir Biotechnology</b>(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.</p><p><blockquote><b>辉瑞</b>（纽约证券交易所股票代码：PFE）是一家价值3100亿美元的大型公司，预计其新冠疫苗和抗病毒药物的销售额将不会是10亿或100亿美元，而是超过500亿美元。斗志昂扬<b>Novavax</b>（纳斯达克：NVAX）终于在全球范围内推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人<b>维尔生物技术</b>（纳斯达克：维尔）。对于这家小型生物技术公司来说，它的一种药物很容易成为价值10亿美元的重磅炸弹。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>A safe harbor in stormy weather</b></p><p><blockquote><b>暴风雨天气中的避风港</b></blockquote></p><p><b>George Budwell(Pfizer):</b>Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.</p><p><blockquote><b>乔治·巴德威尔（辉瑞）：</b>辉瑞是新冠肺炎制药产品无可争议的冠军。仅在2022年，华尔街预计这家制药巨头的新型冠状病毒疫苗Comirnaty和口服抗病毒药物Paxlovid的销售额就将达到550亿美元。</blockquote></p><p>What&#39;s more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.</p><p><blockquote>更重要的是，分析师开始接受Paxlovid可能在当前十年内成为该公司可持续收入来源的想法。当该药物上个月首次被美国食品和药物管理局根据紧急使用授权途径允许上市时，华尔街认为从商业角度来看，Paxlovid可能会在一年左右的时间内达到顶峰，然后随着疫情从视野中消失，销售额急剧下降。</blockquote></p><p>But less than three weeks out from the drug&#39;s initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.</p><p><blockquote>但距离该药物首次获得批准还不到三周，令人痛苦的是，很明显，Paxlovid可能需要作为未来几年COVID-19最坏结果的故障保险。毕竟，高传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote></p><p>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.</p><p><blockquote>这一切意味着，辉瑞应该是少数几家在新冠肺炎拥有可观、长期收入来源的大型制药商之一。反过来，在可预见的未来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及雄心勃勃的业务发展计划。</blockquote></p><p>So, if you&#39;re looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.</p><p><blockquote>因此，如果您正在寻找一只能够抵御极高通胀和利率上升双重阻力的股票，辉瑞可能值得一试。</blockquote></p><p><b>Revenue forecasts for Novavax:  $2 billion to $8 billion</b></p><p><blockquote><b>Novavax的收入预测：20亿至80亿美元</b></blockquote></p><p><b>Taylor Carmichael(Novavax):</b>Novavax is on the verge of greatness this year. The company&#39;s stock price is down to $125 a share. That&#39;s where it started in 2021, so last year was pretty much a washout for the stock.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax今年正处于伟大的边缘。该公司的股价跌至每股125美元。这就是它在2021年开始的地方，所以去年该股几乎遭受了洗盘。</blockquote></p><p>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.</p><p><blockquote>早在2月份，当Novavax报告其新冠疫苗的积极3期数据时，股价就飙升至300美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人说它的疫苗是同类产品中最好的，但扩大约20亿剂疫苗的合同生产说起来容易做起来难。这些现实导致该股较高点下跌约60%。</blockquote></p><p>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it&#39;s highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company&#39;s already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.</p><p><blockquote>尽管如此，Novavax的收入已经达到了10亿美元大关，因此由于所有的预订，其疫苗甚至在获得批准之前就已经一鸣惊人。现在，全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度收益看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的生产能力。该公司预计将继续扩大规模，并预测2022年将分发20亿剂疫苗。</blockquote></p><p>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that&#39;s over $4 billion in sales, just in Europe.</p><p><blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购了1亿剂疫苗），我们粗略计算出收入为320亿美元。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。尽管该公司对其价格保持沉默，但丹麦早在8月份就表示，根据欧盟(EU)协议，它为每剂疫苗支付了近21美元。欧盟已经订购了2亿剂，因此仅在欧洲的销售额就超过40亿美元。</blockquote></p><p></p><p>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company&#39;s market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.</p><p><blockquote>分析师非常保守，对Novavax 2022年的预测在20亿至80亿美元之间。（该公司的市值为90亿美元。）虽然一路上可能会出现一些问题，但Novavax肯定会在2022年从其COVID-19疫苗中赚取数十亿美元。如果该公司确实像其所说的那样交付20亿剂疫苗，该股可能会有大幅上涨空间。</blockquote></p><p><b>The antibody market all to itself</b></p><p><blockquote><b>抗体市场全靠自己</b></blockquote></p><p><b>Patrick Bafuma(Vir Biotechnology):</b>The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from <b>Eli Lilly</b> (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from <b>Roche</b>and<b>Regeneron</b> are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--<b>GlaxoSmithKline</b> and Vir Biotechnology&#39;s sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it&#39;s the only one left right now to fight the omicron variant.</p><p><blockquote><b>Patrick Bafuma（Vir Biotechnology）：</b>奥密克戎变种目前猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自<b>礼来公司</b>（bamlanivimab加etesevimab）以及来自<b>罗氏</b>和<b>再生</b>被认为对当前变体的活性显著降低。这样就只剩下一种对奥密克戎有效的输液了--<b>葛兰素史克</b>以及Vir Biotechnology的sotrovimab。这种单克隆抗体先前证明，在轻度至中度新冠肺炎和进展为重度疾病的高风险成人中，住院和死亡风险降低了79%。它是目前唯一一个对抗奥密克戎变种的人。</blockquote></p><p>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly&#39;s antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.</p><p><blockquote>作为唯一的单克隆抗体将有其特权。2021年前9个月，REGEN-COV带来了35亿美元的产品净销售额，而礼来公司的抗体组合带来了11.7亿美元。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院挤满了病人，任何有助于缓解系统压力的东西都可能受到高度追捧。</blockquote></p><p>And while Pfizer&#39;s Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who&#39;s who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid&#39;s possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.</p><p><blockquote>虽然辉瑞的Paxlovid将极大地有利于减轻医疗保健系统的COVID-19负担，但这种口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像是常用处方药的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的止痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，表达了对Paxlovid可能的药物相互作用的担忧，这为sotrovimab继续广泛使用留下了充足的空间。根据与GSK的协议，Vir获得了sotrovimab销售额的72.5%，这家价值44亿美元的生物技术公司目前看起来很划算。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/\">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":{"PFE":"辉瑞","VIR":"Vir Biotechnology, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134509683","content_text":"It's a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.Pfizer(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy Novavax(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in Vir Biotechnology(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.IMAGE SOURCE: GETTY IMAGES.A safe harbor in stormy weatherGeorge Budwell(Pfizer):Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.What's more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.But less than three weeks out from the drug's initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.So, if you're looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.Revenue forecasts for Novavax:  $2 billion to $8 billionTaylor Carmichael(Novavax):Novavax is on the verge of greatness this year. The company's stock price is down to $125 a share. That's where it started in 2021, so last year was pretty much a washout for the stock.Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it's highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company's already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that's over $4 billion in sales, just in Europe.Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company's market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.The antibody market all to itselfPatrick Bafuma(Vir Biotechnology):The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from Eli Lilly (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from RocheandRegeneron are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--GlaxoSmithKline and Vir Biotechnology's sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it's the only one left right now to fight the omicron variant.Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly's antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.And while Pfizer's Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who's who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid's possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.","news_type":1,"symbols_score_info":{"NVAX":0.9,"VIR":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":3722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630342483,"gmtCreate":1642725393521,"gmtModify":1642725393632,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"OK👌","listText":"OK👌","text":"OK👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630342483","repostId":"1138592368","repostType":4,"repost":{"id":"1138592368","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":1641997842,"share":"https://www.laohu8.com/m/news/1138592368?lang=zh_CN&edition=full","pubTime":"2022-01-12 22:30","market":"us","language":"en","title":"Stocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138592368","media":"Tiger Newspress","summary":"Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high","content":"<p><html><head></head><body>Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high rate of price increases across the recovering economy. Still, this came a day following remarks from Federal Reserve Chair Jerome Powell reasserting that the central bank would step in as needed to rein in rising prices.</p><p><blockquote><html><head></head><body>周三股市上涨，投资者关注一份新的通胀报告，该报告显示复苏中的经济再次出现数十年来的最高价格涨幅。尽管如此，一天前，美联储主席杰罗姆·鲍威尔重申央行将根据需要进行干预以遏制物价上涨。</body></html></blockquote></p><p>The Bureau of Labor Statistics&#39; December Consumer Price Index (CPI)showed prices rose at a 7.0% year-over-year rate at the end of 2021, marking the fastest increase since 1982. This matched consensus estimates, based on Bloomberg data, and accelerated from November&#39;s already elevated 6.8% increase. On a month-over-month basis, consumer prices rose 0.5%, or slightly more than the 0.4% rise expected, to mark an eighteenth consecutive month of prices increases.</p><p><blockquote>美国劳工统计局12月消费者价格指数(CPI)显示，2021年底物价同比上涨7.0%，创1982年以来最快涨幅。这与基于彭博社数据的普遍预期相符，并且较11月份本已高达6.8%的增幅有所加速。从环比来看，消费者价格上涨0.5%，略高于预期的0.4%，这是价格连续第十八个月上涨。</blockquote></p><p>Excluding food and energy prices, the so-called core measure of consumer prices rose 5.5% in December over last year, coming in at the fastest rate since 1991.</p><p><blockquote>不包括食品和能源价格，所谓的消费者价格核心指标12月份比去年上涨5.5%，为1991年以来的最快涨幅。</blockquote></p><p>Wednesday&#39;s market moves came following a rebound rally on Tuesday, with markets at least temporarily finding relief in assurances from Federal Reserve Chair Jerome Powell that the central bank would step in as necessary to ease rising prices. InPowell&#39;s renomination hearing before the Senate Banking Committee, the central bank leader reiterated that the Fed would use its policy tools to bring down inflation.</p><p><blockquote>周三的市场走势是在周二的反弹之后发生的，美联储主席杰罗姆·鲍威尔保证美联储将在必要时介入以缓解物价上涨，这至少暂时让市场松了一口气。在参议院银行委员会举行的鲍威尔重新提名听证会上，这位央行领导人重申，美联储将利用其政策工具降低通胀。</blockquote></p><p>“If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will,” Powell said during the hearing.</p><p><blockquote>鲍威尔在听证会上表示：“如果我们看到通胀持续在高位，时间比预期的要长，如果我们不得不随着时间的推移进一步加息，那么我们就会加息。”</blockquote></p><p>The central bankpreviously telegraphed it was eyeing three interest rate hikesthis year to bring benchmark rates up from their current near-zero levels. However, some topWall Street firms have predictedthe Fed will raise rates four times given the current inflationary backdrop.</p><p><blockquote>央行此前曾表示，今年计划加息三次，以将基准利率从目前接近零的水平上调。然而，一些华尔街顶级公司预测，鉴于当前的通胀背景，美联储将加息四次。</blockquote></p><p>But though Powell doubled down on the Fed&#39;s goal of curbing inflation and using interest rate hikes as a tool to achieve this, he revealed little further about the Fed&#39;s plan to begin shrinking its nearly $9 trillion balance sheet. The Fed&#39;s December meeting minutes last week suggested central bank officials were beginning to discuss drawing down the Fed&#39;s balance sheet after nearly two years of asset purchases to help support markets during the pandemic. Powell did reiterate in his hearing he expected the balance sheet runoff process would begin this year.</p><p><blockquote>但是，尽管鲍威尔加倍强调了美联储遏制通胀的目标，并将加息作为实现这一目标的工具，但他几乎没有进一步透露美联储开始缩减近9万亿美元资产负债表的计划。美联储上周的12月会议纪要显示，在近两年的资产购买之后，央行官员开始讨论缩减美联储的资产负债表，以帮助在疫情期间支撑市场。鲍威尔在听证会上重申，他预计资产负债表决选程序将于今年开始。</blockquote></p><p>&#34;I think the biggest comment on most investors&#39; minds that we talk to around the world would be a &#39;policy mistake&#39; that the Fed might be too aggressive,&#34; Brian Belski, BMO Capital Markets chief investment strategist,told Yahoo Finance Live on Tuesday.&#34;Mr. Powell basically came out today and said this is going to be a process ... with respect to how long this is going to take, and I think that&#39;s what&#39;s calming investors.&#34;</p><p><blockquote>BMO资本市场首席投资策略师Brian Belski周二对雅虎财经直播表示：“我认为，在我们与世界各地的大多数投资者交谈时，最大的评论是美联储可能过于激进的‘政策错误’。”鲍威尔今天基本上出来说这将是一个过程...关于这需要多长时间，我认为这就是让投资者平静下来的原因。”</blockquote></p><p>Though prospects of higher borrowing costs and tighter financial conditions have stirred up volatility in U.S. equities and tech stocks especially in recent sessions, Tuesday&#39;s session saw a reversal, with the tech-heavy Nasdaq Composite sharply outperforming.</p><p><blockquote>尽管借贷成本上升和金融状况收紧的前景引发了美国股市和科技股的波动，尤其是在最近几个交易日，但周二的交易日出现了逆转，以科技股为主的纳斯达克综合指数大幅跑赢大盘。</blockquote></p><p>&#34;The issue with tech, I would argue, is not so much one of a little extra duration exposure because growth is further away, but it&#39;s simply one of valuation,&#34; Simeon Hyman, ProShares Global Investment Strategist,told Yahoo Finance Live on Tuesday.&#34;And indeed those top-heavy, largest-cap tech stocks perhaps just were a little bit expensive going into the end of last year and the beginning of 2022. But don&#39;t completely rule out good growth stories because that is the biggest defense against inflation. It is the growth of earnings and dividends.&#34;</p><p><blockquote>ProShares全球投资策略师西蒙·海曼(Simeon Hyman)周二对雅虎财经直播表示：“我认为，科技股的问题与其说是因为增长还很遥远，不如说是估值问题。”事实上，那些头重脚轻、市值最大的科技股在去年底和2022年初可能有点贵。但不要完全排除良好的增长故事，因为这是对抗通胀的最大防御。这是盈利和股息的增长。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</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\">\nStocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</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\">2022-01-12 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high rate of price increases across the recovering economy. Still, this came a day following remarks from Federal Reserve Chair Jerome Powell reasserting that the central bank would step in as needed to rein in rising prices.</p><p><blockquote><html><head></head><body>周三股市上涨，投资者关注一份新的通胀报告，该报告显示复苏中的经济再次出现数十年来的最高价格涨幅。尽管如此，一天前，美联储主席杰罗姆·鲍威尔重申央行将根据需要进行干预以遏制物价上涨。</body></html></blockquote></p><p>The Bureau of Labor Statistics&#39; December Consumer Price Index (CPI)showed prices rose at a 7.0% year-over-year rate at the end of 2021, marking the fastest increase since 1982. This matched consensus estimates, based on Bloomberg data, and accelerated from November&#39;s already elevated 6.8% increase. On a month-over-month basis, consumer prices rose 0.5%, or slightly more than the 0.4% rise expected, to mark an eighteenth consecutive month of prices increases.</p><p><blockquote>美国劳工统计局12月消费者价格指数(CPI)显示，2021年底物价同比上涨7.0%，创1982年以来最快涨幅。这与基于彭博社数据的普遍预期相符，并且较11月份本已高达6.8%的增幅有所加速。从环比来看，消费者价格上涨0.5%，略高于预期的0.4%，这是价格连续第十八个月上涨。</blockquote></p><p>Excluding food and energy prices, the so-called core measure of consumer prices rose 5.5% in December over last year, coming in at the fastest rate since 1991.</p><p><blockquote>不包括食品和能源价格，所谓的消费者价格核心指标12月份比去年上涨5.5%，为1991年以来的最快涨幅。</blockquote></p><p>Wednesday&#39;s market moves came following a rebound rally on Tuesday, with markets at least temporarily finding relief in assurances from Federal Reserve Chair Jerome Powell that the central bank would step in as necessary to ease rising prices. InPowell&#39;s renomination hearing before the Senate Banking Committee, the central bank leader reiterated that the Fed would use its policy tools to bring down inflation.</p><p><blockquote>周三的市场走势是在周二的反弹之后发生的，美联储主席杰罗姆·鲍威尔保证美联储将在必要时介入以缓解物价上涨，这至少暂时让市场松了一口气。在参议院银行委员会举行的鲍威尔重新提名听证会上，这位央行领导人重申，美联储将利用其政策工具降低通胀。</blockquote></p><p>“If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will,” Powell said during the hearing.</p><p><blockquote>鲍威尔在听证会上表示：“如果我们看到通胀持续在高位，时间比预期的要长，如果我们不得不随着时间的推移进一步加息，那么我们就会加息。”</blockquote></p><p>The central bankpreviously telegraphed it was eyeing three interest rate hikesthis year to bring benchmark rates up from their current near-zero levels. However, some topWall Street firms have predictedthe Fed will raise rates four times given the current inflationary backdrop.</p><p><blockquote>央行此前曾表示，今年计划加息三次，以将基准利率从目前接近零的水平上调。然而，一些华尔街顶级公司预测，鉴于当前的通胀背景，美联储将加息四次。</blockquote></p><p>But though Powell doubled down on the Fed&#39;s goal of curbing inflation and using interest rate hikes as a tool to achieve this, he revealed little further about the Fed&#39;s plan to begin shrinking its nearly $9 trillion balance sheet. The Fed&#39;s December meeting minutes last week suggested central bank officials were beginning to discuss drawing down the Fed&#39;s balance sheet after nearly two years of asset purchases to help support markets during the pandemic. Powell did reiterate in his hearing he expected the balance sheet runoff process would begin this year.</p><p><blockquote>但是，尽管鲍威尔加倍强调了美联储遏制通胀的目标，并将加息作为实现这一目标的工具，但他几乎没有进一步透露美联储开始缩减近9万亿美元资产负债表的计划。美联储上周的12月会议纪要显示，在近两年的资产购买之后，央行官员开始讨论缩减美联储的资产负债表，以帮助在疫情期间支撑市场。鲍威尔在听证会上重申，他预计资产负债表决选程序将于今年开始。</blockquote></p><p>&#34;I think the biggest comment on most investors&#39; minds that we talk to around the world would be a &#39;policy mistake&#39; that the Fed might be too aggressive,&#34; Brian Belski, BMO Capital Markets chief investment strategist,told Yahoo Finance Live on Tuesday.&#34;Mr. Powell basically came out today and said this is going to be a process ... with respect to how long this is going to take, and I think that&#39;s what&#39;s calming investors.&#34;</p><p><blockquote>BMO资本市场首席投资策略师Brian Belski周二对雅虎财经直播表示：“我认为，在我们与世界各地的大多数投资者交谈时，最大的评论是美联储可能过于激进的‘政策错误’。”鲍威尔今天基本上出来说这将是一个过程...关于这需要多长时间，我认为这就是让投资者平静下来的原因。”</blockquote></p><p>Though prospects of higher borrowing costs and tighter financial conditions have stirred up volatility in U.S. equities and tech stocks especially in recent sessions, Tuesday&#39;s session saw a reversal, with the tech-heavy Nasdaq Composite sharply outperforming.</p><p><blockquote>尽管借贷成本上升和金融状况收紧的前景引发了美国股市和科技股的波动，尤其是在最近几个交易日，但周二的交易日出现了逆转，以科技股为主的纳斯达克综合指数大幅跑赢大盘。</blockquote></p><p>&#34;The issue with tech, I would argue, is not so much one of a little extra duration exposure because growth is further away, but it&#39;s simply one of valuation,&#34; Simeon Hyman, ProShares Global Investment Strategist,told Yahoo Finance Live on Tuesday.&#34;And indeed those top-heavy, largest-cap tech stocks perhaps just were a little bit expensive going into the end of last year and the beginning of 2022. But don&#39;t completely rule out good growth stories because that is the biggest defense against inflation. It is the growth of earnings and dividends.&#34;</p><p><blockquote>ProShares全球投资策略师西蒙·海曼(Simeon Hyman)周二对雅虎财经直播表示：“我认为，科技股的问题与其说是因为增长还很遥远，不如说是估值问题。”事实上，那些头重脚轻、市值最大的科技股在去年底和2022年初可能有点贵。但不要完全排除良好的增长故事，因为这是对抗通胀的最大防御。这是盈利和股息的增长。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138592368","content_text":"Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high rate of price increases across the recovering economy. Still, this came a day following remarks from Federal Reserve Chair Jerome Powell reasserting that the central bank would step in as needed to rein in rising prices.The Bureau of Labor Statistics' December Consumer Price Index (CPI)showed prices rose at a 7.0% year-over-year rate at the end of 2021, marking the fastest increase since 1982. This matched consensus estimates, based on Bloomberg data, and accelerated from November's already elevated 6.8% increase. On a month-over-month basis, consumer prices rose 0.5%, or slightly more than the 0.4% rise expected, to mark an eighteenth consecutive month of prices increases.Excluding food and energy prices, the so-called core measure of consumer prices rose 5.5% in December over last year, coming in at the fastest rate since 1991.Wednesday's market moves came following a rebound rally on Tuesday, with markets at least temporarily finding relief in assurances from Federal Reserve Chair Jerome Powell that the central bank would step in as necessary to ease rising prices. InPowell's renomination hearing before the Senate Banking Committee, the central bank leader reiterated that the Fed would use its policy tools to bring down inflation.“If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will,” Powell said during the hearing.The central bankpreviously telegraphed it was eyeing three interest rate hikesthis year to bring benchmark rates up from their current near-zero levels. However, some topWall Street firms have predictedthe Fed will raise rates four times given the current inflationary backdrop.But though Powell doubled down on the Fed's goal of curbing inflation and using interest rate hikes as a tool to achieve this, he revealed little further about the Fed's plan to begin shrinking its nearly $9 trillion balance sheet. The Fed's December meeting minutes last week suggested central bank officials were beginning to discuss drawing down the Fed's balance sheet after nearly two years of asset purchases to help support markets during the pandemic. Powell did reiterate in his hearing he expected the balance sheet runoff process would begin this year.\"I think the biggest comment on most investors' minds that we talk to around the world would be a 'policy mistake' that the Fed might be too aggressive,\" Brian Belski, BMO Capital Markets chief investment strategist,told Yahoo Finance Live on Tuesday.\"Mr. Powell basically came out today and said this is going to be a process ... with respect to how long this is going to take, and I think that's what's calming investors.\"Though prospects of higher borrowing costs and tighter financial conditions have stirred up volatility in U.S. equities and tech stocks especially in recent sessions, Tuesday's session saw a reversal, with the tech-heavy Nasdaq Composite sharply outperforming.\"The issue with tech, I would argue, is not so much one of a little extra duration exposure because growth is further away, but it's simply one of valuation,\" Simeon Hyman, ProShares Global Investment Strategist,told Yahoo Finance Live on Tuesday.\"And indeed those top-heavy, largest-cap tech stocks perhaps just were a little bit expensive going into the end of last year and the beginning of 2022. But don't completely rule out good growth stories because that is the biggest defense against inflation. It is the growth of earnings and dividends.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697404839,"gmtCreate":1642551869823,"gmtModify":1642551870152,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Ok👌","listText":"Ok👌","text":"Ok👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697404839","repostId":"2204841800","repostType":2,"repost":{"id":"2204841800","kind":"news","pubTimestamp":1642541820,"share":"https://www.laohu8.com/m/news/2204841800?lang=zh_CN&edition=full","pubTime":"2022-01-19 05:37","market":"hk","language":"zh","title":"外媒头条：一次加息50个基点！市场预期越发激进","url":"https://stock-news.laohu8.com/highlight/detail?id=2204841800","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、货币市场预计美联储或一次升息50基点 将是2020年以来最大动作2、微软发起其史上最大规模收购 以近690亿美元收购动视暴雪3、贝莱德CEO：美联储“","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、货币市场预计美联储或一次升息50基点 将是2020年以来最大动作</b></blockquote><blockquote><b>2、<a href=\"https://laohu8.com/S/MSFT\">微软</a>发起其史上最大规模收购 以近690亿美元收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a></b></blockquote><blockquote><b>3、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>CEO：美联储“激进”立场或导致收益率曲线趋平</b></blockquote><blockquote><b>4、原油飙升至2014年以来高点 拜登政府称正继续与产油国合作</b></blockquote><blockquote><b>5、研究显示omicron感染浪潮可能降低疫情未来的严重程度</b></blockquote><blockquote><b>6、2021年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手机占全球智能手机出货量22% 位居第一</b></blockquote><p><img src=\"https://static.tigerbbs.com/698315ff48290ccd4244f61fe7019f2b\" tg-width=\"550\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p><b>货币市场预计美联储或一次升息50基点 将是2020年以来最大动作</b></p><p>货币市场价格显示，越来越多投资者预期美联储可能逾二十年来首次大规模提高借贷成本。</p><p>虽然加息25个基点仍是最有可能的情形，但掉期市场现在预计3月底前加息幅度将超过25个基点。鉴于本月政策会议预计不会有任何行动，这表明交易员至少正在考虑3月加息50个基点的可能性。自2000年5月以来， 美联储还从没有一口气加息这么多过。</p><p>近日来围绕美联储更大幅加息的猜测升温可能加剧了周二美国国债跌势。 <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席执行官杰米·戴蒙上周警告美联储收紧政策可能不会像一些人预期的那样“和风细雨”，亿万富翁投资者Bill Ackman表示美联储应该在3月加息50个基点，以重建公信力。</p><p>CFTC最新持仓数据显示，对冲基金将净欧洲美元空头头寸提高至2018年12月以来最大水平，投机者对10年期国债期货的看空程度也达到2020年2月以来最高。</p><p><img src=\"https://static.tigerbbs.com/d7cad28562d81d8fed2fe8d732aa7112\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>发起其史上最大规模收购 以近690亿美元收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a></b></p><p>微软宣布以687亿美元收购动视暴雪，促成视频游戏领域的两大巨头强强联合。</p><p>作为微软有史以来进行的最大一笔收购，该交易对这家美国最大游戏发行商之一的收购价为每股95美元现金。微软称，动视暴雪首席执行官Bobby Kotick将继续担任当前职位。交易完成后，动视暴雪业务将汇报给微软游戏部门负责人Phil Spencer。</p><p>交易完成后，微软将成为按营收计算的全球第三大游戏公司，仅次于<a href=\"https://laohu8.com/S/00700\">腾讯</a>和<a href=\"https://laohu8.com/S/SNE\">索尼</a>。</p><p>将动视暴雪热门游戏收入囊中，将有助于微软扩大其Xbox游戏机内容，提高对<a href=\"https://laohu8.com/S/SONY\">索尼</a>PlayStation的竞争力。动视暴雪与Xbox的合作由来已久。这家发行商最大一款游戏《使命召唤》的成功，很大程度上是得益于微软创新性的在线平台Xbox Live，该平台允许玩家联机进行多人对战。动视暴雪大多数游戏都在Xbox游戏机上发布。</p><p><img src=\"https://static.tigerbbs.com/733e77ab67cbbd3d5818c24cbcb9916a\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>CEO：美联储“激进”立场或导致收益率曲线趋平</b></p><p>全球最大资产管理公司贝莱德CEO Larry Fink表示，美联储快速调整货币政策以遏制通胀可能会导致美国国债收益率曲线趋于平缓。</p><p>“我认为收益率曲线将会变平，如果美联储非常激进，我甚至可以看到一条负的收益率曲线，”Fink周二表示。</p><p>收益率曲线的形状揭示了投资者对美国经济增长和货币政策的预期。美联储计划早于预期加息的鹰派立场推高了短期利率，使曲线变平。</p><p>分析师通常认为，短期美国国债收益率与较长期美债收益率之差缩小（即收益率曲线趋平），是对经济增长和货币政策不确定性的担忧迹象。负的收益率曲线或曲线倒挂通常预示着经济衰退。</p><p>“收益率曲线的形状将成为决定经济的关键问题，”Fink说。</p><p><img src=\"https://static.tigerbbs.com/894b2f0869773330f31bbaf4cb56d3ec\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>原油飙升至2014年以来高点 拜登政府称正继续与产油国合作</b></p><p>油价升至七年高点之际，白宫称拜登政府正在与产油国合作，将确保供应达到足以满足需求的水平。</p><p>美国国家安全委员会发言人Emily Horne周二在一份声明中表示，白宫计划继续在全球经济增长的背景下监控能源价格，必要时会与OPEC+国家举行磋商。</p><p>Horne称，“我们会继续与产油国和消费国合作，这些措施已经对价格产生了实际影响，我们仍然保留可解决能源价格问题的工具” 。</p><p>汽油价格上涨一直是导致拜登任期内通胀飙升的主要因素，白宫千方百计降低汽油成本。油价上涨正在损害拜登的支持率，民主党在11月中期选举中保住两院多数党地位的难度加大。</p><p><img src=\"https://static.tigerbbs.com/504a7eb8073637bdb53e621b0dd905d0\" tg-width=\"550\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p><b>研究显示omicron感染浪潮可能降低疫情未来的严重程度</b></p><p>南非的研究人员表示，虽然omicron变种病毒引发一轮强烈的新冠疫情浪潮，但却可能会加速大流行病所造成各种干扰的终结，因为感染omicron的症状似乎较轻，并能提供针对德尔塔变种病毒的保护。</p><p>南非一个实验室将去年11月和12月感染omicron的23人作为样本进行的研究显示，虽然先前感染了德尔塔毒株的人可以感染omicron，但感染omicron株的人不会再感染德尔塔。</p><p>尽管omicron的感染力明显高于德尔塔，但包括南非在内的一些国家的医院和死亡率数据似乎表明，它导致的疾病严重程度较低。南非是最早出现omicron感染浪潮的国家。南非卫生研究所Alex Sigal等人的这项研究显示，omicron可以取代德尔塔毒株。</p><p>“这种取代的影响将取决于omicron的致病性是否确实低于德尔塔，”研究人员说。 “如果的确如此，那么Covid-19重症的发生率将降低，疫情对个人和社会的破坏性将会减弱。”</p><p><img src=\"https://static.tigerbbs.com/a45e0699fa17a3da9ad6e88c61dcc813\" tg-width=\"630\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p><p><b>2021年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手机占全球智能手机出货量22% 位居第一</b></p><p>数据研究机构Canalys发布的最新报告显示，得益于iPhone 13的成功，苹果手机在2021年占全球智能手机出货量的22%，坐上全球智能手机市场的头把交椅，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>以20%的市场份额紧随其后。此外，小米以12%排名第三，OPPO以9%排名第四，vivo以8%排名前五。</p><p>报告显示，截至2021年底，苹果手机占全球智能手机出货量的22%。Canalys指出，苹果上一次在智能手机市场排名第一是在2020年第四季度。</p><p>Canalys分析师Sanyam Chaurasia在一份声明中表示：“苹果iPhone新旗舰机在中国市场表现十分强劲。”“苹果的供应链开始复苏，但由于关键零部件短缺，苹果在第四季度仍被迫减产，无法生产足够的iPhone来满足需求。”</p></body></html>","source":"XLCJ","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>外媒头条：一次加息50个基点！市场预期越发激进</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条：一次加息50个基点！市场预期越发激进\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 05:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-01-19/doc-ikyamrmz6036284.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、货币市场预计美联储或一次升息50基点 将是2020年以来最大动作2、微软发起其史上最大规模收购 以近690亿美元收购动视暴雪3、贝莱德CEO：美联储“激进”立场或导致收益率曲线趋平4、原油飙升至2014年以来高点 拜登政府称正继续与产油国合作5、研究显示omicron感染浪潮可能降低疫情未来的严重程度6、2021年苹果手机占全球智能手机出货量22%...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-01-19/doc-ikyamrmz6036284.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"BK4559":"巴菲特持仓","BK4504":"桥水持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-01-19/doc-ikyamrmz6036284.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204841800","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、货币市场预计美联储或一次升息50基点 将是2020年以来最大动作2、微软发起其史上最大规模收购 以近690亿美元收购动视暴雪3、贝莱德CEO：美联储“激进”立场或导致收益率曲线趋平4、原油飙升至2014年以来高点 拜登政府称正继续与产油国合作5、研究显示omicron感染浪潮可能降低疫情未来的严重程度6、2021年苹果手机占全球智能手机出货量22% 位居第一货币市场预计美联储或一次升息50基点 将是2020年以来最大动作货币市场价格显示，越来越多投资者预期美联储可能逾二十年来首次大规模提高借贷成本。虽然加息25个基点仍是最有可能的情形，但掉期市场现在预计3月底前加息幅度将超过25个基点。鉴于本月政策会议预计不会有任何行动，这表明交易员至少正在考虑3月加息50个基点的可能性。自2000年5月以来， 美联储还从没有一口气加息这么多过。近日来围绕美联储更大幅加息的猜测升温可能加剧了周二美国国债跌势。 摩根大通首席执行官杰米·戴蒙上周警告美联储收紧政策可能不会像一些人预期的那样“和风细雨”，亿万富翁投资者Bill Ackman表示美联储应该在3月加息50个基点，以重建公信力。CFTC最新持仓数据显示，对冲基金将净欧洲美元空头头寸提高至2018年12月以来最大水平，投机者对10年期国债期货的看空程度也达到2020年2月以来最高。微软发起其史上最大规模收购 以近690亿美元收购动视暴雪微软宣布以687亿美元收购动视暴雪，促成视频游戏领域的两大巨头强强联合。作为微软有史以来进行的最大一笔收购，该交易对这家美国最大游戏发行商之一的收购价为每股95美元现金。微软称，动视暴雪首席执行官Bobby Kotick将继续担任当前职位。交易完成后，动视暴雪业务将汇报给微软游戏部门负责人Phil Spencer。交易完成后，微软将成为按营收计算的全球第三大游戏公司，仅次于腾讯和索尼。将动视暴雪热门游戏收入囊中，将有助于微软扩大其Xbox游戏机内容，提高对索尼PlayStation的竞争力。动视暴雪与Xbox的合作由来已久。这家发行商最大一款游戏《使命召唤》的成功，很大程度上是得益于微软创新性的在线平台Xbox Live，该平台允许玩家联机进行多人对战。动视暴雪大多数游戏都在Xbox游戏机上发布。贝莱德CEO：美联储“激进”立场或导致收益率曲线趋平全球最大资产管理公司贝莱德CEO Larry Fink表示，美联储快速调整货币政策以遏制通胀可能会导致美国国债收益率曲线趋于平缓。“我认为收益率曲线将会变平，如果美联储非常激进，我甚至可以看到一条负的收益率曲线，”Fink周二表示。收益率曲线的形状揭示了投资者对美国经济增长和货币政策的预期。美联储计划早于预期加息的鹰派立场推高了短期利率，使曲线变平。分析师通常认为，短期美国国债收益率与较长期美债收益率之差缩小（即收益率曲线趋平），是对经济增长和货币政策不确定性的担忧迹象。负的收益率曲线或曲线倒挂通常预示着经济衰退。“收益率曲线的形状将成为决定经济的关键问题，”Fink说。原油飙升至2014年以来高点 拜登政府称正继续与产油国合作油价升至七年高点之际，白宫称拜登政府正在与产油国合作，将确保供应达到足以满足需求的水平。美国国家安全委员会发言人Emily Horne周二在一份声明中表示，白宫计划继续在全球经济增长的背景下监控能源价格，必要时会与OPEC+国家举行磋商。Horne称，“我们会继续与产油国和消费国合作，这些措施已经对价格产生了实际影响，我们仍然保留可解决能源价格问题的工具” 。汽油价格上涨一直是导致拜登任期内通胀飙升的主要因素，白宫千方百计降低汽油成本。油价上涨正在损害拜登的支持率，民主党在11月中期选举中保住两院多数党地位的难度加大。研究显示omicron感染浪潮可能降低疫情未来的严重程度南非的研究人员表示，虽然omicron变种病毒引发一轮强烈的新冠疫情浪潮，但却可能会加速大流行病所造成各种干扰的终结，因为感染omicron的症状似乎较轻，并能提供针对德尔塔变种病毒的保护。南非一个实验室将去年11月和12月感染omicron的23人作为样本进行的研究显示，虽然先前感染了德尔塔毒株的人可以感染omicron，但感染omicron株的人不会再感染德尔塔。尽管omicron的感染力明显高于德尔塔，但包括南非在内的一些国家的医院和死亡率数据似乎表明，它导致的疾病严重程度较低。南非是最早出现omicron感染浪潮的国家。南非卫生研究所Alex Sigal等人的这项研究显示，omicron可以取代德尔塔毒株。“这种取代的影响将取决于omicron的致病性是否确实低于德尔塔，”研究人员说。 “如果的确如此，那么Covid-19重症的发生率将降低，疫情对个人和社会的破坏性将会减弱。”2021年苹果手机占全球智能手机出货量22% 位居第一数据研究机构Canalys发布的最新报告显示，得益于iPhone 13的成功，苹果手机在2021年占全球智能手机出货量的22%，坐上全球智能手机市场的头把交椅，三星以20%的市场份额紧随其后。此外，小米以12%排名第三，OPPO以9%排名第四，vivo以8%排名前五。报告显示，截至2021年底，苹果手机占全球智能手机出货量的22%。Canalys指出，苹果上一次在智能手机市场排名第一是在2020年第四季度。Canalys分析师Sanyam Chaurasia在一份声明中表示：“苹果iPhone新旗舰机在中国市场表现十分强劲。”“苹果的供应链开始复苏，但由于关键零部件短缺，苹果在第四季度仍被迫减产，无法生产足够的iPhone来满足需求。”","news_type":1,"symbols_score_info":{".DJI":1,".SPX":0.9,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":5006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696638036,"gmtCreate":1640677949442,"gmtModify":1640677949520,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN 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good idea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698820820","isVote":1,"tweetType":1,"viewCount":2806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698867692,"gmtCreate":1640343626830,"gmtModify":1640343654207,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN 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subscribers in the Streaming Wars has caused Netflix to lower its prices in India. But here's why this could be a good sign.</p><p><blockquote>在流媒体战争中寻求更多用户导致网飞降低了在印度的价格。但这就是为什么这可能是一个好兆头。</blockquote></p><p> In the ongoing Streaming Wars, rival video giants have had to adopt different strategies in order to stay ahead of the competition.</p><p><blockquote>在正在进行的流媒体战争中，竞争对手视频巨头不得不采取不同的策略，以保持竞争优势。</blockquote></p><p> That's certainly been the case with Netflix. This week, the company decided to cut subscription prices in India.</p><p><blockquote>Netflix的情况确实如此。本周，该公司决定下调印度的认购价格。</blockquote></p><p> While the South Asian country isn't Netflix's main target market, its performance there could be an important factor in predicting NFLX stock's future growth.</p><p><blockquote>虽然这个南亚国家不是Netflix的主要目标市场，但其在那里的表现可能是预测NFLX股票未来增长的重要因素。</blockquote></p><p> Let's explore why.</p><p><blockquote>让我们来探讨一下原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15d8cde6e2a4cc861d11e836c35818ca\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"><span>Figure 1: Netflix content focused on Indian audiences.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：网飞内容专注于印度观众。</span></p></blockquote></p><p> <b>What Did Netflix Do?</b></p><p><blockquote><b>网飞做了什么？</b></blockquote></p><p> Netflix slashed its subscription prices in India by 60% in a bid to stay ahead of its main competitors in that country -- namely, Disney&nbsp;and Amazon. For years, Netflix had been more expensive than its rivals in India.</p><p><blockquote>Netflix将其在印度的订阅价格下调了60%，以保持领先于该国主要竞争对手迪士尼和亚马逊。多年来，Netflix的价格一直高于印度的竞争对手。</blockquote></p><p> Netflix is hoping that its price cut will capture a larger market and ensure its dominance in the South Asian country.</p><p><blockquote>Netflix希望降价能够占领更大的市场，并确保其在这个南亚国家的主导地位。</blockquote></p><p> Here's a comparison of the current prices for streaming services in India:</p><p><blockquote>以下是印度流媒体服务当前价格的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e42c207b1e5bc4ed5fcc8bb953a04a36\" tg-width=\"400\" tg-height=\"186\" referrerpolicy=\"no-referrer\"><span>Figure 2: Streaming platforms prices on India.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：印度流媒体平台价格。</span></p></blockquote></p><p> (US $ 1 = 75,8600 rupees)</p><p><blockquote>(1美元=75,860 0卢比)</blockquote></p><p> Netflix previously cost 499,000 rupees (roughly $6.60).</p><p><blockquote>Netflix之前的售价为499,000卢比（约合6.60美元）。</blockquote></p><p> Why Did Netflix Cut Prices in India?</p><p><blockquote>Netflix为何在印度降价？</blockquote></p><p> India is the second most populous country in the world. Currently, around 1.4 billion people live there.</p><p><blockquote>印度是世界上第二大人口大国。目前，大约有14亿人生活在那里。</blockquote></p><p> However, not all of them have internet -- and, therefore, Netflix -- access.</p><p><blockquote>然而，并不是所有的人都可以上网，因此也可以上网。</blockquote></p><p> According to Statista, internet penetration in India is only 50%. However, that percentage is growing, motivating Netflix to invest in content streaming in the country.</p><p><blockquote>根据Statista的数据，印度的互联网普及率只有50%。然而，这一比例正在增长，促使网飞投资该国的内容流媒体。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/653307f7e4b643f7698a0954a7c109f5\" tg-width=\"847\" tg-height=\"409\" referrerpolicy=\"no-referrer\"><span>Figure 3: Internet penetration rate percentage in India.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：印度互联网普及率百分比。</span></p></blockquote></p><p> <b>Market Share: The Most Important Metric</b></p><p><blockquote><b>市场份额：最重要的指标</b></blockquote></p><p> Netflix doesn't have the huge market share in India that it does in the U.S.</p><p><blockquote>Netflix在印度的市场份额不如在美国那么大。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b3ab6c4b8090983c2f9da4e95a9317a\" tg-width=\"552\" tg-height=\"286\" referrerpolicy=\"no-referrer\"><span>Figure 4: India video streaming market share (Q2 2021).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图4：印度视频流媒体市场份额（Q2 2021）。</span></p></blockquote></p><p> So the company has been forced to try some aggressive strategies, such as lowering its subscription prices.</p><p><blockquote>因此，该公司被迫尝试一些激进的策略，例如降低订阅价格。</blockquote></p><p> Even if the lower prices result in profit loss, they could translate to a larger customer base in the massive Asian country. As more people come online in India, they have the potential to become an important source of revenue for the company.</p><p><blockquote>即使较低的价格导致利润损失，它们也可以转化为这个庞大的亚洲国家更大的客户群。随着越来越多的人在印度上网，他们有可能成为公司的重要收入来源。</blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> In most cases, investors don't view price cuts as good moves. After all, they mean lower returns.</p><p><blockquote>在大多数情况下，投资者并不认为降价是好举措。毕竟，它们意味着更低的回报。</blockquote></p><p> However, in the case of companies that are still growing and gradually increasing their market share, it can be a good strategy.</p><p><blockquote>然而，对于仍在成长并逐渐增加市场份额的公司来说，这可能是一个很好的策略。</blockquote></p><p> Looking specifically at Netflix, we think this could translate to long-term gains for the stock with little impact on NFLX in the short term.</p><p><blockquote>具体来看Netflix，我们认为这可能会转化为该股的长期收益，短期内对NFLX的影响很小。</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>Netflix Stock: Here's How India Can Impact Its Future Earnings<blockquote>Netflix股票：以下是印度如何影响其未来盈利</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\">\nNetflix Stock: Here's How India Can Impact Its Future Earnings<blockquote>Netflix股票：以下是印度如何影响其未来盈利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-20 11:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The quest for more subscribers in the Streaming Wars has caused Netflix to lower its prices in India. But here's why this could be a good sign.</p><p><blockquote>在流媒体战争中寻求更多用户导致网飞降低了在印度的价格。但这就是为什么这可能是一个好兆头。</blockquote></p><p> In the ongoing Streaming Wars, rival video giants have had to adopt different strategies in order to stay ahead of the competition.</p><p><blockquote>在正在进行的流媒体战争中，竞争对手视频巨头不得不采取不同的策略，以保持竞争优势。</blockquote></p><p> That's certainly been the case with Netflix. This week, the company decided to cut subscription prices in India.</p><p><blockquote>Netflix的情况确实如此。本周，该公司决定下调印度的认购价格。</blockquote></p><p> While the South Asian country isn't Netflix's main target market, its performance there could be an important factor in predicting NFLX stock's future growth.</p><p><blockquote>虽然这个南亚国家不是Netflix的主要目标市场，但其在那里的表现可能是预测NFLX股票未来增长的重要因素。</blockquote></p><p> Let's explore why.</p><p><blockquote>让我们来探讨一下原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15d8cde6e2a4cc861d11e836c35818ca\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"><span>Figure 1: Netflix content focused on Indian audiences.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：网飞内容专注于印度观众。</span></p></blockquote></p><p> <b>What Did Netflix Do?</b></p><p><blockquote><b>网飞做了什么？</b></blockquote></p><p> Netflix slashed its subscription prices in India by 60% in a bid to stay ahead of its main competitors in that country -- namely, Disney&nbsp;and Amazon. For years, Netflix had been more expensive than its rivals in India.</p><p><blockquote>Netflix将其在印度的订阅价格下调了60%，以保持领先于该国主要竞争对手迪士尼和亚马逊。多年来，Netflix的价格一直高于印度的竞争对手。</blockquote></p><p> Netflix is hoping that its price cut will capture a larger market and ensure its dominance in the South Asian country.</p><p><blockquote>Netflix希望降价能够占领更大的市场，并确保其在这个南亚国家的主导地位。</blockquote></p><p> Here's a comparison of the current prices for streaming services in India:</p><p><blockquote>以下是印度流媒体服务当前价格的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e42c207b1e5bc4ed5fcc8bb953a04a36\" tg-width=\"400\" tg-height=\"186\" referrerpolicy=\"no-referrer\"><span>Figure 2: Streaming platforms prices on India.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：印度流媒体平台价格。</span></p></blockquote></p><p> (US $ 1 = 75,8600 rupees)</p><p><blockquote>(1美元=75,860 0卢比)</blockquote></p><p> Netflix previously cost 499,000 rupees (roughly $6.60).</p><p><blockquote>Netflix之前的售价为499,000卢比（约合6.60美元）。</blockquote></p><p> Why Did Netflix Cut Prices in India?</p><p><blockquote>Netflix为何在印度降价？</blockquote></p><p> India is the second most populous country in the world. Currently, around 1.4 billion people live there.</p><p><blockquote>印度是世界上第二大人口大国。目前，大约有14亿人生活在那里。</blockquote></p><p> However, not all of them have internet -- and, therefore, Netflix -- access.</p><p><blockquote>然而，并不是所有的人都可以上网，因此也可以上网。</blockquote></p><p> According to Statista, internet penetration in India is only 50%. However, that percentage is growing, motivating Netflix to invest in content streaming in the country.</p><p><blockquote>根据Statista的数据，印度的互联网普及率只有50%。然而，这一比例正在增长，促使网飞投资该国的内容流媒体。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/653307f7e4b643f7698a0954a7c109f5\" tg-width=\"847\" tg-height=\"409\" referrerpolicy=\"no-referrer\"><span>Figure 3: Internet penetration rate percentage in India.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：印度互联网普及率百分比。</span></p></blockquote></p><p> <b>Market Share: The Most Important Metric</b></p><p><blockquote><b>市场份额：最重要的指标</b></blockquote></p><p> Netflix doesn't have the huge market share in India that it does in the U.S.</p><p><blockquote>Netflix在印度的市场份额不如在美国那么大。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b3ab6c4b8090983c2f9da4e95a9317a\" tg-width=\"552\" tg-height=\"286\" referrerpolicy=\"no-referrer\"><span>Figure 4: India video streaming market share (Q2 2021).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图4：印度视频流媒体市场份额（Q2 2021）。</span></p></blockquote></p><p> So the company has been forced to try some aggressive strategies, such as lowering its subscription prices.</p><p><blockquote>因此，该公司被迫尝试一些激进的策略，例如降低订阅价格。</blockquote></p><p> Even if the lower prices result in profit loss, they could translate to a larger customer base in the massive Asian country. As more people come online in India, they have the potential to become an important source of revenue for the company.</p><p><blockquote>即使较低的价格导致利润损失，它们也可以转化为这个庞大的亚洲国家更大的客户群。随着越来越多的人在印度上网，他们有可能成为公司的重要收入来源。</blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> In most cases, investors don't view price cuts as good moves. After all, they mean lower returns.</p><p><blockquote>在大多数情况下，投资者并不认为降价是好举措。毕竟，它们意味着更低的回报。</blockquote></p><p> However, in the case of companies that are still growing and gradually increasing their market share, it can be a good strategy.</p><p><blockquote>然而，对于仍在成长并逐渐增加市场份额的公司来说，这可能是一个很好的策略。</blockquote></p><p> Looking specifically at Netflix, we think this could translate to long-term gains for the stock with little impact on NFLX in the short term.</p><p><blockquote>具体来看Netflix，我们认为这可能会转化为该股的长期收益，短期内对NFLX的影响很小。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-heres-how-india-can-impact-its-future-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-heres-how-india-can-impact-its-future-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155306648","content_text":"The quest for more subscribers in the Streaming Wars has caused Netflix to lower its prices in India. But here's why this could be a good sign.\nIn the ongoing Streaming Wars, rival video giants have had to adopt different strategies in order to stay ahead of the competition.\nThat's certainly been the case with Netflix. This week, the company decided to cut subscription prices in India.\nWhile the South Asian country isn't Netflix's main target market, its performance there could be an important factor in predicting NFLX stock's future growth.\nLet's explore why.\nFigure 1: Netflix content focused on Indian audiences.\nWhat Did Netflix Do?\nNetflix slashed its subscription prices in India by 60% in a bid to stay ahead of its main competitors in that country -- namely, Disney and Amazon. For years, Netflix had been more expensive than its rivals in India.\nNetflix is hoping that its price cut will capture a larger market and ensure its dominance in the South Asian country.\nHere's a comparison of the current prices for streaming services in India:\nFigure 2: Streaming platforms prices on India.\n(US $ 1 = 75,8600 rupees)\nNetflix previously cost 499,000 rupees (roughly $6.60).\nWhy Did Netflix Cut Prices in India?\nIndia is the second most populous country in the world. Currently, around 1.4 billion people live there.\nHowever, not all of them have internet -- and, therefore, Netflix -- access.\nAccording to Statista, internet penetration in India is only 50%. However, that percentage is growing, motivating Netflix to invest in content streaming in the country.\nFigure 3: Internet penetration rate percentage in India.\nMarket Share: The Most Important Metric\nNetflix doesn't have the huge market share in India that it does in the U.S.\nFigure 4: India video streaming market share (Q2 2021).\nSo the company has been forced to try some aggressive strategies, such as lowering its subscription prices.\nEven if the lower prices result in profit loss, they could translate to a larger customer base in the massive Asian country. As more people come online in India, they have the potential to become an important source of revenue for the company.\nOur Take\nIn most cases, investors don't view price cuts as good moves. After all, they mean lower returns.\nHowever, in the case of companies that are still growing and gradually increasing their market share, it can be a good strategy.\nLooking specifically at Netflix, we think this could translate to long-term gains for the stock with little impact on NFLX in the short term.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693388493,"gmtCreate":1639971179809,"gmtModify":1639971179809,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693388493","repostId":"2192039709","repostType":4,"repost":{"id":"2192039709","kind":"highlight","pubTimestamp":1639970366,"share":"https://www.laohu8.com/m/news/2192039709?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:19","market":"us","language":"en","title":"Why inflation and the U.S. policy response will be key for markets in 2022<blockquote>为什么通胀和美国政策反应将是2022年市场的关键</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2192039709","media":"MarketWatch","summary":"Federal Reserve's inflation battle in 2022 will hinge on economic growth\nHow the Federal Reserve and","content":"<p>Federal Reserve's inflation battle in 2022 will hinge on economic growth</p><p><blockquote>美联储2022年的通胀之战将取决于经济增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9ff44f1cb6fee19f2a4a8710c451c8a\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>How the Federal Reserve and policy makers in Washington react to inflation pressures will be a key factor for markets in the coming year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美联储和华盛顿政策制定者如何应对通胀压力将是未来一年市场的关键因素。</span></p></blockquote></p><p> U.S. financial markets have been pretty smooth sailing for investors this year, with the Federal Reserve's easy-money policies helping to iron out rough patches during the pandemic.</p><p><blockquote>今年，美国金融市场对投资者来说相当顺利，美联储的宽松货币政策帮助缓解了疫情期间的困难。</blockquote></p><p> In the final weeks of December, the S&amp;P 500 index was up 23% on the year, while U.S. \"junk bond\" yields with speculative-grade&nbsp;ratings were near historic lows around 4.5% . The broad stock market rally has made it easy to draw links between soaring asset prices and the Fed's bond buying program and heaps of fiscal aid from Washington.</p><p><blockquote>在12月的最后几周，标普500指数同比上涨23%，而具有投机级评级的美国“垃圾债券”收益率接近4.5%左右的历史低点。股市的广泛上涨使得人们很容易将飙升的资产价格与美联储的债券购买计划和华盛顿的大量财政援助联系起来。</blockquote></p><p> But that's all about to change with Fed Chairman Jerome Powell now squarely focused on keeping sharply higher costs of living from derailing the U.S. economy, and with investors expecting 2022 to be when markets really get interesting.</p><p><blockquote>但随着美联储主席杰罗姆·鲍威尔现在专注于防止生活成本急剧上升导致美国经济脱轨，这一切都即将改变，投资者预计2022年将是市场真正变得有趣的时候。</blockquote></p><p> \"I think inflation is the variable for 2022, because that's going to be what drives policy,\" said Jim Caron, senior portfolio manager at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> Investment Management, in a phone interview Friday. \"Policy has been driving asset performance.\"</p><p><blockquote>“我认为通胀是2022年的变量，因为这将是推动政策的因素，”高级投资组合经理Jim Caron表示。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>投资管理，在周五的电话采访中。“政策一直在推动资产表现。”</blockquote></p><p> And with policy something of a wild card in the coming months, particularly as the government looks to tamp down price pressures, without hamstringing the economy, Caron said he's urging investors to keep some cash on hand for buying opportunities in what could be \"a very volatile and choppy year.\"</p><p><blockquote>卡隆表示，由于未来几个月的政策有些不确定，特别是在政府希望在不削弱经济的情况下减轻价格压力的情况下，他敦促投资者手头保留一些现金，以便在可能“非常不稳定和动荡的一年。”</blockquote></p><p> <b>Inflation matters, so does growth</b></p><p><blockquote><b>通胀很重要，增长也很重要</b></blockquote></p><p> U.S. stocks tumbled to their worst weekly losses in three weeks Friday, after the Fed on Wednesday outlined more aggressive plans to end its massive bond-buying program and penciled in three benchmark interest rate increases next year.</p><p><blockquote>美国股市周五跌至三周来最大单周跌幅，此前美联储周三概述了结束大规模债券购买计划的更激进计划，并预计明年将加息三次。</blockquote></p><p> Over the next few months, investors will look for the U.S. central bank to engineer a soft landing for markets as it attempts to switch gears and tighten accommodative monetary policies to fight inflation running at 1980s levels, but also keep the economy advancing.</p><p><blockquote>未来几个月，投资者将期待美联储为市场设计软着陆，因为它试图改变策略并收紧宽松货币政策，以对抗20世纪80年代水平的通胀，同时保持经济增长。</blockquote></p><p> Like Europe, the U.S. also may need to balance policy with potential economic setbacks as coronavirus variants begin to drive another startling wave of winter COVID-19 infections and restrictions on consumer and business activity.</p><p><blockquote>与欧洲一样，美国也可能需要平衡政策与潜在的经济挫折，因为冠状病毒变种开始引发另一波令人震惊的冬季COVID-19感染浪潮以及对消费者和商业活动的限制。</blockquote></p><p> \"If GDP growth disappoints and inflation remains high, it will be tough for the Fed to raise rates 75 basis points next year,\" said D.A. Davidson's James Ragan, director of wealth management research.</p><p><blockquote>D.A.表示：“如果GDP增长令人失望且通胀居高不下，美联储明年将很难加息75个基点。”戴维森财富管理研究总监詹姆斯·拉冈。</blockquote></p><p> While Fed officials increased their 2022 GDP growth forecast to 4% next year from 3.8% earlier, still above the historical trend, that's lower than the 5.5% growth expected this year. \"That type of GDP growth should support Fed rate increases and higher long-term rates,\" Ragan said, in a phone interview. Although, with the 10-year Treasury yield near 1.4%, Ragan said the bond market has been exhibiting some doubts about how much room the Fed may have to interest raise rates in the next 12 months.</p><p><blockquote>尽管美联储官员将2022年GDP增长预期从早些时候的3.8%上调至明年的4%，仍高于历史趋势，但低于今年5.5%的增长预期。拉根在电话采访中表示：“这种类型的GDP增长应该会支持美联储加息和提高长期利率。”尽管如此，随着10年期国债收益率接近1.4%，拉冈表示，债券市场对美联储在未来12个月内可能有多大加息空间表现出一些怀疑。</blockquote></p><p> \"I think bond investors are still concerned about long-term growth prospects, and a little worried that three rate hikes might be a little too much,\" he said.</p><p><blockquote>“我认为债券投资者仍然担心长期增长前景，有点担心三次加息可能有点过了，”他说。</blockquote></p><p> For stocks, Ragan worries about high valuations and uncertainty about future corporate earnings, particularly if inflation slows economic activity, consumers pull back spending or wage pressures translate to lower company earnings.</p><p><blockquote>对于股票，拉冈担心高估值和未来企业盈利的不确定性，特别是如果通胀减缓经济活动、消费者缩减支出或工资压力导致企业盈利下降。</blockquote></p><p> \"That's something to keep an eye on in early 2022,\" he said.</p><p><blockquote>“这是2022年初需要关注的事情，”他说。</blockquote></p><p> <b>'Right thing' to do</b></p><p><blockquote><b>做“正确的事”</b></blockquote></p><p> Stephen Philipson, head of U.S. Bank's&nbsp;fixed income and capital markets group, said the Fed's more \"aggressive stance is the right thing to do to counter stubborn inflation,\" particularly with so much liquidity sloshing through financial markets during the pandemic.</p><p><blockquote>合众银行固定收益和资本市场部门负责人斯蒂芬·菲利普森表示，美联储采取更“激进的立场是对抗顽固通胀的正确做法”，特别是在疫情期间金融市场流动性如此之多的情况下。</blockquote></p><p> Philipson said he also sees looming interest rate increases as a likely catalyst for U.S. investment-grade companies&nbsp;to refinance some $1.25 trillion in debt coming due from 2023 and 2025, with coupons above 3%.</p><p><blockquote>Philipson表示，他还认为迫在眉睫的加息可能是美国投资级公司为2023年和2025年到期的约1.25万亿美元债务进行再融资的催化剂，票面利率高于3%。</blockquote></p><p> \"There's a meaningful amount of debt that could be pulled forward to refinance,\" he told MarketWatch. \"We've been calling for slightly down supply for the year, but I think with the Fed taking a more aggressive approach, it could accelerate refinancing of bonds coming due over the next few years.\"</p><p><blockquote>他告诉MarketWatch：“有大量债务可以提前进行再融资。”“我们一直呼吁今年的供应略有下降，但我认为，随着美联储采取更积极的做法，可能会加速未来几年到期债券的再融资。”</blockquote></p><p> The Dow Jones Industrial Average ended a volatile week 1.7% lower, while the S&amp;P 500 ended down 1.9%. The Nasdaq Composite Index tumbled 3%, with all three booking the worst week of declines since Nov. 26, according to Dow Jones Market Data.</p><p><blockquote>道琼斯工业平均指数本周收盘下跌1.7%，标普500收盘下跌1.9%。根据道琼斯市场数据，纳斯达克综合指数下跌3%，这三个指数均创下自11月26日以来最严重的一周跌幅。</blockquote></p><p></p><p> Midweek, before Friday's Christmas Eve holiday, will see a fresh slate of U.S. economic data, including December's updated consumer confidence index and existing home sales on Wednesday. But it will be Thursday with a deluge that includes weekly initial jobless claims for the week of Dec. 18, but also November updates on core inflation, personal income, consumer spending, durable goods orders and more.</p><p><blockquote>周中，即周五平安夜假期之前，将公布一系列新的美国经济数据，包括周三更新的12月消费者信心指数和成屋销售。但周四将迎来大量数据，其中包括12月18日当周每周首次申请失业救济人数，以及11月份核心通胀、个人收入、消费者支出、耐用品订单等方面的最新数据。</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>Why inflation and the U.S. policy response will be key for markets in 2022<blockquote>为什么通胀和美国政策反应将是2022年市场的关键</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 inflation and the U.S. policy response will be key for markets in 2022<blockquote>为什么通胀和美国政策反应将是2022年市场的关键</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-20 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Federal Reserve's inflation battle in 2022 will hinge on economic growth</p><p><blockquote>美联储2022年的通胀之战将取决于经济增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9ff44f1cb6fee19f2a4a8710c451c8a\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>How the Federal Reserve and policy makers in Washington react to inflation pressures will be a key factor for markets in the coming year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美联储和华盛顿政策制定者如何应对通胀压力将是未来一年市场的关键因素。</span></p></blockquote></p><p> U.S. financial markets have been pretty smooth sailing for investors this year, with the Federal Reserve's easy-money policies helping to iron out rough patches during the pandemic.</p><p><blockquote>今年，美国金融市场对投资者来说相当顺利，美联储的宽松货币政策帮助缓解了疫情期间的困难。</blockquote></p><p> In the final weeks of December, the S&amp;P 500 index was up 23% on the year, while U.S. \"junk bond\" yields with speculative-grade&nbsp;ratings were near historic lows around 4.5% . The broad stock market rally has made it easy to draw links between soaring asset prices and the Fed's bond buying program and heaps of fiscal aid from Washington.</p><p><blockquote>在12月的最后几周，标普500指数同比上涨23%，而具有投机级评级的美国“垃圾债券”收益率接近4.5%左右的历史低点。股市的广泛上涨使得人们很容易将飙升的资产价格与美联储的债券购买计划和华盛顿的大量财政援助联系起来。</blockquote></p><p> But that's all about to change with Fed Chairman Jerome Powell now squarely focused on keeping sharply higher costs of living from derailing the U.S. economy, and with investors expecting 2022 to be when markets really get interesting.</p><p><blockquote>但随着美联储主席杰罗姆·鲍威尔现在专注于防止生活成本急剧上升导致美国经济脱轨，这一切都即将改变，投资者预计2022年将是市场真正变得有趣的时候。</blockquote></p><p> \"I think inflation is the variable for 2022, because that's going to be what drives policy,\" said Jim Caron, senior portfolio manager at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> Investment Management, in a phone interview Friday. \"Policy has been driving asset performance.\"</p><p><blockquote>“我认为通胀是2022年的变量，因为这将是推动政策的因素，”高级投资组合经理Jim Caron表示。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>投资管理，在周五的电话采访中。“政策一直在推动资产表现。”</blockquote></p><p> And with policy something of a wild card in the coming months, particularly as the government looks to tamp down price pressures, without hamstringing the economy, Caron said he's urging investors to keep some cash on hand for buying opportunities in what could be \"a very volatile and choppy year.\"</p><p><blockquote>卡隆表示，由于未来几个月的政策有些不确定，特别是在政府希望在不削弱经济的情况下减轻价格压力的情况下，他敦促投资者手头保留一些现金，以便在可能“非常不稳定和动荡的一年。”</blockquote></p><p> <b>Inflation matters, so does growth</b></p><p><blockquote><b>通胀很重要，增长也很重要</b></blockquote></p><p> U.S. stocks tumbled to their worst weekly losses in three weeks Friday, after the Fed on Wednesday outlined more aggressive plans to end its massive bond-buying program and penciled in three benchmark interest rate increases next year.</p><p><blockquote>美国股市周五跌至三周来最大单周跌幅，此前美联储周三概述了结束大规模债券购买计划的更激进计划，并预计明年将加息三次。</blockquote></p><p> Over the next few months, investors will look for the U.S. central bank to engineer a soft landing for markets as it attempts to switch gears and tighten accommodative monetary policies to fight inflation running at 1980s levels, but also keep the economy advancing.</p><p><blockquote>未来几个月，投资者将期待美联储为市场设计软着陆，因为它试图改变策略并收紧宽松货币政策，以对抗20世纪80年代水平的通胀，同时保持经济增长。</blockquote></p><p> Like Europe, the U.S. also may need to balance policy with potential economic setbacks as coronavirus variants begin to drive another startling wave of winter COVID-19 infections and restrictions on consumer and business activity.</p><p><blockquote>与欧洲一样，美国也可能需要平衡政策与潜在的经济挫折，因为冠状病毒变种开始引发另一波令人震惊的冬季COVID-19感染浪潮以及对消费者和商业活动的限制。</blockquote></p><p> \"If GDP growth disappoints and inflation remains high, it will be tough for the Fed to raise rates 75 basis points next year,\" said D.A. Davidson's James Ragan, director of wealth management research.</p><p><blockquote>D.A.表示：“如果GDP增长令人失望且通胀居高不下，美联储明年将很难加息75个基点。”戴维森财富管理研究总监詹姆斯·拉冈。</blockquote></p><p> While Fed officials increased their 2022 GDP growth forecast to 4% next year from 3.8% earlier, still above the historical trend, that's lower than the 5.5% growth expected this year. \"That type of GDP growth should support Fed rate increases and higher long-term rates,\" Ragan said, in a phone interview. Although, with the 10-year Treasury yield near 1.4%, Ragan said the bond market has been exhibiting some doubts about how much room the Fed may have to interest raise rates in the next 12 months.</p><p><blockquote>尽管美联储官员将2022年GDP增长预期从早些时候的3.8%上调至明年的4%，仍高于历史趋势，但低于今年5.5%的增长预期。拉根在电话采访中表示：“这种类型的GDP增长应该会支持美联储加息和提高长期利率。”尽管如此，随着10年期国债收益率接近1.4%，拉冈表示，债券市场对美联储在未来12个月内可能有多大加息空间表现出一些怀疑。</blockquote></p><p> \"I think bond investors are still concerned about long-term growth prospects, and a little worried that three rate hikes might be a little too much,\" he said.</p><p><blockquote>“我认为债券投资者仍然担心长期增长前景，有点担心三次加息可能有点过了，”他说。</blockquote></p><p> For stocks, Ragan worries about high valuations and uncertainty about future corporate earnings, particularly if inflation slows economic activity, consumers pull back spending or wage pressures translate to lower company earnings.</p><p><blockquote>对于股票，拉冈担心高估值和未来企业盈利的不确定性，特别是如果通胀减缓经济活动、消费者缩减支出或工资压力导致企业盈利下降。</blockquote></p><p> \"That's something to keep an eye on in early 2022,\" he said.</p><p><blockquote>“这是2022年初需要关注的事情，”他说。</blockquote></p><p> <b>'Right thing' to do</b></p><p><blockquote><b>做“正确的事”</b></blockquote></p><p> Stephen Philipson, head of U.S. Bank's&nbsp;fixed income and capital markets group, said the Fed's more \"aggressive stance is the right thing to do to counter stubborn inflation,\" particularly with so much liquidity sloshing through financial markets during the pandemic.</p><p><blockquote>合众银行固定收益和资本市场部门负责人斯蒂芬·菲利普森表示，美联储采取更“激进的立场是对抗顽固通胀的正确做法”，特别是在疫情期间金融市场流动性如此之多的情况下。</blockquote></p><p> Philipson said he also sees looming interest rate increases as a likely catalyst for U.S. investment-grade companies&nbsp;to refinance some $1.25 trillion in debt coming due from 2023 and 2025, with coupons above 3%.</p><p><blockquote>Philipson表示，他还认为迫在眉睫的加息可能是美国投资级公司为2023年和2025年到期的约1.25万亿美元债务进行再融资的催化剂，票面利率高于3%。</blockquote></p><p> \"There's a meaningful amount of debt that could be pulled forward to refinance,\" he told MarketWatch. \"We've been calling for slightly down supply for the year, but I think with the Fed taking a more aggressive approach, it could accelerate refinancing of bonds coming due over the next few years.\"</p><p><blockquote>他告诉MarketWatch：“有大量债务可以提前进行再融资。”“我们一直呼吁今年的供应略有下降，但我认为，随着美联储采取更积极的做法，可能会加速未来几年到期债券的再融资。”</blockquote></p><p> The Dow Jones Industrial Average ended a volatile week 1.7% lower, while the S&amp;P 500 ended down 1.9%. The Nasdaq Composite Index tumbled 3%, with all three booking the worst week of declines since Nov. 26, according to Dow Jones Market Data.</p><p><blockquote>道琼斯工业平均指数本周收盘下跌1.7%，标普500收盘下跌1.9%。根据道琼斯市场数据，纳斯达克综合指数下跌3%，这三个指数均创下自11月26日以来最严重的一周跌幅。</blockquote></p><p></p><p> Midweek, before Friday's Christmas Eve holiday, will see a fresh slate of U.S. economic data, including December's updated consumer confidence index and existing home sales on Wednesday. But it will be Thursday with a deluge that includes weekly initial jobless claims for the week of Dec. 18, but also November updates on core inflation, personal income, consumer spending, durable goods orders and more.</p><p><blockquote>周中，即周五平安夜假期之前，将公布一系列新的美国经济数据，包括周三更新的12月消费者信心指数和成屋销售。但周四将迎来大量数据，其中包括12月18日当周每周首次申请失业救济人数，以及11月份核心通胀、个人收入、消费者支出、耐用品订单等方面的最新数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-inflation-and-the-u-s-policy-response-will-be-key-for-markets-in-2022-11639795830?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":{"BK4561":"索罗斯持仓",".SPX":"S&P 500 Index","USB":"美国合众银行",".DJI":"道琼斯","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4207":"综合性银行",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/why-inflation-and-the-u-s-policy-response-will-be-key-for-markets-in-2022-11639795830?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192039709","content_text":"Federal Reserve's inflation battle in 2022 will hinge on economic growth\nHow the Federal Reserve and policy makers in Washington react to inflation pressures will be a key factor for markets in the coming year.\nU.S. financial markets have been pretty smooth sailing for investors this year, with the Federal Reserve's easy-money policies helping to iron out rough patches during the pandemic.\nIn the final weeks of December, the S&P 500 index was up 23% on the year, while U.S. \"junk bond\" yields with speculative-grade ratings were near historic lows around 4.5% . The broad stock market rally has made it easy to draw links between soaring asset prices and the Fed's bond buying program and heaps of fiscal aid from Washington.\nBut that's all about to change with Fed Chairman Jerome Powell now squarely focused on keeping sharply higher costs of living from derailing the U.S. economy, and with investors expecting 2022 to be when markets really get interesting.\n\"I think inflation is the variable for 2022, because that's going to be what drives policy,\" said Jim Caron, senior portfolio manager at Morgan Stanley Investment Management, in a phone interview Friday. \"Policy has been driving asset performance.\"\nAnd with policy something of a wild card in the coming months, particularly as the government looks to tamp down price pressures, without hamstringing the economy, Caron said he's urging investors to keep some cash on hand for buying opportunities in what could be \"a very volatile and choppy year.\"\nInflation matters, so does growth\nU.S. stocks tumbled to their worst weekly losses in three weeks Friday, after the Fed on Wednesday outlined more aggressive plans to end its massive bond-buying program and penciled in three benchmark interest rate increases next year.\nOver the next few months, investors will look for the U.S. central bank to engineer a soft landing for markets as it attempts to switch gears and tighten accommodative monetary policies to fight inflation running at 1980s levels, but also keep the economy advancing.\nLike Europe, the U.S. also may need to balance policy with potential economic setbacks as coronavirus variants begin to drive another startling wave of winter COVID-19 infections and restrictions on consumer and business activity.\n\"If GDP growth disappoints and inflation remains high, it will be tough for the Fed to raise rates 75 basis points next year,\" said D.A. Davidson's James Ragan, director of wealth management research.\nWhile Fed officials increased their 2022 GDP growth forecast to 4% next year from 3.8% earlier, still above the historical trend, that's lower than the 5.5% growth expected this year. \"That type of GDP growth should support Fed rate increases and higher long-term rates,\" Ragan said, in a phone interview. Although, with the 10-year Treasury yield near 1.4%, Ragan said the bond market has been exhibiting some doubts about how much room the Fed may have to interest raise rates in the next 12 months.\n\"I think bond investors are still concerned about long-term growth prospects, and a little worried that three rate hikes might be a little too much,\" he said.\nFor stocks, Ragan worries about high valuations and uncertainty about future corporate earnings, particularly if inflation slows economic activity, consumers pull back spending or wage pressures translate to lower company earnings.\n\"That's something to keep an eye on in early 2022,\" he said.\n'Right thing' to do\nStephen Philipson, head of U.S. Bank's fixed income and capital markets group, said the Fed's more \"aggressive stance is the right thing to do to counter stubborn inflation,\" particularly with so much liquidity sloshing through financial markets during the pandemic.\nPhilipson said he also sees looming interest rate increases as a likely catalyst for U.S. investment-grade companies to refinance some $1.25 trillion in debt coming due from 2023 and 2025, with coupons above 3%.\n\"There's a meaningful amount of debt that could be pulled forward to refinance,\" he told MarketWatch. \"We've been calling for slightly down supply for the year, but I think with the Fed taking a more aggressive approach, it could accelerate refinancing of bonds coming due over the next few years.\"\nThe Dow Jones Industrial Average ended a volatile week 1.7% lower, while the S&P 500 ended down 1.9%. The Nasdaq Composite Index tumbled 3%, with all three booking the worst week of declines since Nov. 26, according to Dow Jones Market Data.\nMidweek, before Friday's Christmas Eve holiday, will see a fresh slate of U.S. economic data, including December's updated consumer confidence index and existing home sales on Wednesday. But it will be Thursday with a deluge that includes weekly initial jobless claims for the week of Dec. 18, but also November updates on core inflation, personal income, consumer spending, durable goods orders and more.","news_type":1,"symbols_score_info":{"USB":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699229721,"gmtCreate":1639815804572,"gmtModify":1639815805376,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699229721","repostId":"2192754259","repostType":2,"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690428907,"gmtCreate":1639703201782,"gmtModify":1639703201846,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Notes","listText":"Notes","text":"Notes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690428907","repostId":"2192947044","repostType":4,"repost":{"id":"2192947044","kind":"highlight","pubTimestamp":1639699547,"share":"https://www.laohu8.com/m/news/2192947044?lang=zh_CN&edition=full","pubTime":"2021-12-17 08:05","market":"us","language":"en","title":"Oracle in talks to buy Cerner<blockquote>甲骨文正在洽谈收购Cerner</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2192947044","media":"The Wall Street Journal","summary":"Oracle Corp. ORCL -0.41% is in talks to buy electronic-medical-records company Cerner Corp. CERN 0.7","content":"<p>Oracle Corp. ORCL -0.41% is in talks to buy electronic-medical-records company Cerner Corp. CERN 0.72% , according to people familiar with the matter, a deal that could be worth around $30 billion and push the enterprise-software giant further into healthcare.</p><p><blockquote>据知情人士透露，甲骨文公司正在就收购电子医疗记录公司Cerner Corp.CERN 0.72%进行谈判，这笔交易可能价值约300亿美元，并将推动这家企业软件巨头进一步进入医疗保健领域。</blockquote></p><p> An agreement could be finalized soon, some of the people said, assuming the talks don’t fall apart or drag out. Should a deal come together, it would rank as the biggest ever for Oracle, which has a market value of more than $280 billion.</p><p><blockquote>一些知情人士表示，如果谈判不会破裂或拖延，协议可能很快就会敲定。如果这笔交易达成，这将成为甲骨文有史以来最大的一笔交易，该公司的市值超过2800亿美元。</blockquote></p><p> Kansas City, Mo.-based Cerner designs software that hospitals and doctors use to store and analyze medical records and other healthcare data. It has a market value of around $23 billion. With a typical takeover premium, a deal would be expected to value the company at something like $30 billion, though exact terms being discussed couldn’t be learned.</p><p><blockquote>总部位于密苏里州堪萨斯城的Cerner设计了医院和医生用来存储和分析医疗记录和其他医疗保健数据的软件。它的市值约为230亿美元。按照典型的收购溢价，一笔交易预计将使该公司估值约为300亿美元，但正在讨论的确切条款无法得知。</blockquote></p><p> Oracle, a Silicon Valley veteran that last year moved its headquarters to Austin, Texas, is one of the biggest software providers to other companies and organizations.</p><p><blockquote>甲骨文是一家硅谷老牌企业，去年将总部迁至德克萨斯州奥斯汀，是其他公司和组织最大的软件提供商之一。</blockquote></p><p> In August, Cerner tapped David Feinberg as chief executive officer, a role he assumed in October. Mr. Feinberg came from Oracle rival Google, where he had led the Alphabet Inc. unit’s push into healthcare and helped strike partnerships with some of the country’s largest hospital systems to collect and analyze their data.</p><p><blockquote>8月，Cerner任命David Feinberg为首席执行官，他于10月就任该职位。范伯格先生来自甲骨文的竞争对手谷歌，他曾领导Alphabet公司进军医疗保健领域，并帮助与美国一些最大的医院系统建立合作伙伴关系，以收集和分析他们的数据。</blockquote></p><p> Oracle already has a significant presence in healthcare, offering technology meant to help health insurers, healthcare providers and public health systems parse data to increase efficiency and improve patient outcomes.</p><p><blockquote>Oracle已经在医疗保健领域占据了重要地位，提供旨在帮助健康保险公司、医疗保健提供商和公共卫生系统解析数据以提高效率和改善患者结果的技术。</blockquote></p><p> Oracle shares closed Thursday at $103.22, down slightly amid a broad-based tech selloff and just off an all-time high reached the day before. They jumped over 15% last week when the company reported fiscal-second-quarter results that topped estimates and Chief Executive Safra Catz reiterated the expectation that full-year revenue growth would accelerate from the year earlier. Ms. Catz, who became the sole CEO in 2019, said she expects the company’s operating margins to be the same or better than they were pre-pandemic.</p><p><blockquote>甲骨文股价周四收于103.22美元，在广泛的科技股抛售中小幅下跌，刚刚脱离前一天创下的历史高点。上周，该公司公布的第二财季业绩超出预期，首席执行官Safra Catz重申了全年收入增长将较上年同期加速的预期，股价上涨了15%以上。卡茨女士于2019年成为唯一首席执行官，她表示，她预计公司的营业利润率将与大流行前持平或更好。</blockquote></p><p> The company also increased the authorization for share repurchases by $10 billion.</p><p><blockquote>该公司还将股票回购授权增加了100亿美元。</blockquote></p><p> Buying Cerner could help Oracle with its pivot toward the cloud. Investors have warmed to Oracle as the company ramps up its focus on winning cloud-computing business, after initially being slow to embrace the booming market for storing and analyzing data on remote servers. Oracle has been trying to make up ground in recent years after falling behind companies such as Amazon.com Inc. and Microsoft Corp. , which both now have market values well exceeding $1 trillion thanks in part to thriving cloud units.</p><p><blockquote>收购Cerner可以帮助甲骨文转向云计算。随着甲骨文加大对赢得云计算业务的关注，投资者对该公司产生了热情，此前该公司最初在拥抱蓬勃发展的远程服务器上存储和分析数据市场方面进展缓慢。甲骨文在落后于亚马逊公司和微软公司等公司后，近年来一直试图弥补这一差距，这两家公司的市值现在都远远超过1万亿美元，部分原因是云部门的蓬勃发展。</blockquote></p><p> A deal for Cerner would follow Microsoft’s agreement in April to buy artificial-intelligence company Nuance Communications Inc. for $16 billion, in a bet on the growing demand for digital healthcare tools.</p><p><blockquote>在收购Cerner之前，微软于4月份同意以160亿美元收购人工智能公司Nuance Communications Inc.，押注于对数字医疗工具不断增长的需求。</blockquote></p><p> Oracle was founded by outspoken billionaire Larry Ellison and others in 1977. Mr. Ellison owns roughly 42% of the company’s shares, a stake that is worth well over $100 billion. Mr. Ellison passed the CEO reins to Ms. Catz and the late Mark Hurd in 2014, but remains chairman and chief technology officer.</p><p><blockquote>甲骨文由直言不讳的亿万富翁拉里·埃里森等人于1977年创立。埃里森先生拥有该公司约42%的股份，该股份价值远超1000亿美元。埃里森先生于2014年将首席执行官的权力移交给了卡茨女士和已故的马克·赫德，但仍担任董事长兼首席技术官。</blockquote></p><p> A deal for Cerner would easily top Oracle’s next-largest transaction, the roughly $10 billion purchase of enterprise-software firm PeopleSoft Inc. that closed in 2005, followed by a $9 billion deal for cloud-software provider NetSuite Inc. in 2016.</p><p><blockquote>收购Cerner的交易将轻松超过甲骨文的第二大交易，即2005年以约100亿美元收购企业软件公司PeopleSoft Inc.，随后于2016年以90亿美元收购云软件提供商NetSuite Inc.。</blockquote></p><p> In 2020, Oracle showed an appetite for bigger deals when it beat out Microsoft in bidding for the video-sharing app TikTok’s U.S. operations. The Trump administration’s concerns about TikTok’s Chinese ownership had effectively put the business in play, but the deal was put on hold indefinitely by the Biden administration.</p><p><blockquote>2020年，甲骨文在竞购视频分享应用TikTok的美国业务时击败了微软，表现出了对更大交易的兴趣。特朗普政府对抖音中国所有权的担忧实际上让这项业务发挥了作用，但该交易被拜登政府无限期搁置。</blockquote></p><p> Cerner, founded in 1979, competes with the likes of privately held Epic Systems Corp. and Athenahealth Inc., which recently agreed to a sale to one group of private-equity firms by another for around $17 billion including debt.</p><p><blockquote>Cerner成立于1979年，与私人控股的Epic Systems Corp.和Athenahealth Inc.等公司竞争，后者最近同意由另一家私募股权公司以约170亿美元（包括债务）的价格出售给一家私募股权公司。</blockquote></p><p> Cerner shares rose slightly to $79.49 Thursday.</p><p><blockquote>Cerner股价周四小幅上涨至79.49美元。</blockquote></p><p> An Oracle-Cerner deal would rank as one of the largest takeovers of 2021, which is shaping up to be one of the busiest ever for mergers and acquisitions. Merger activity in the U.S. is up 78% to $2.45 trillion, according to Dealogic, as lofty stock prices and easy money embolden companies to strike deals and special-purpose acquisition companies are formed at a breakneck pace.</p><p><blockquote>甲骨文与Cerner的交易将成为2021年最大的收购之一，这将成为有史以来最繁忙的并购之一。Dealogic的数据显示，美国的并购活动增长了78%，达到2.45万亿美元，因为高昂的股价和宽松的资金鼓励公司达成交易，特殊目的收购公司以极快的速度成立。</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>Oracle in talks to buy Cerner<blockquote>甲骨文正在洽谈收购Cerner</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\">\nOracle in talks to buy Cerner<blockquote>甲骨文正在洽谈收购Cerner</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-12-17 08:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Oracle Corp. ORCL -0.41% is in talks to buy electronic-medical-records company Cerner Corp. CERN 0.72% , according to people familiar with the matter, a deal that could be worth around $30 billion and push the enterprise-software giant further into healthcare.</p><p><blockquote>据知情人士透露，甲骨文公司正在就收购电子医疗记录公司Cerner Corp.CERN 0.72%进行谈判，这笔交易可能价值约300亿美元，并将推动这家企业软件巨头进一步进入医疗保健领域。</blockquote></p><p> An agreement could be finalized soon, some of the people said, assuming the talks don’t fall apart or drag out. Should a deal come together, it would rank as the biggest ever for Oracle, which has a market value of more than $280 billion.</p><p><blockquote>一些知情人士表示，如果谈判不会破裂或拖延，协议可能很快就会敲定。如果这笔交易达成，这将成为甲骨文有史以来最大的一笔交易，该公司的市值超过2800亿美元。</blockquote></p><p> Kansas City, Mo.-based Cerner designs software that hospitals and doctors use to store and analyze medical records and other healthcare data. It has a market value of around $23 billion. With a typical takeover premium, a deal would be expected to value the company at something like $30 billion, though exact terms being discussed couldn’t be learned.</p><p><blockquote>总部位于密苏里州堪萨斯城的Cerner设计了医院和医生用来存储和分析医疗记录和其他医疗保健数据的软件。它的市值约为230亿美元。按照典型的收购溢价，一笔交易预计将使该公司估值约为300亿美元，但正在讨论的确切条款无法得知。</blockquote></p><p> Oracle, a Silicon Valley veteran that last year moved its headquarters to Austin, Texas, is one of the biggest software providers to other companies and organizations.</p><p><blockquote>甲骨文是一家硅谷老牌企业，去年将总部迁至德克萨斯州奥斯汀，是其他公司和组织最大的软件提供商之一。</blockquote></p><p> In August, Cerner tapped David Feinberg as chief executive officer, a role he assumed in October. Mr. Feinberg came from Oracle rival Google, where he had led the Alphabet Inc. unit’s push into healthcare and helped strike partnerships with some of the country’s largest hospital systems to collect and analyze their data.</p><p><blockquote>8月，Cerner任命David Feinberg为首席执行官，他于10月就任该职位。范伯格先生来自甲骨文的竞争对手谷歌，他曾领导Alphabet公司进军医疗保健领域，并帮助与美国一些最大的医院系统建立合作伙伴关系，以收集和分析他们的数据。</blockquote></p><p> Oracle already has a significant presence in healthcare, offering technology meant to help health insurers, healthcare providers and public health systems parse data to increase efficiency and improve patient outcomes.</p><p><blockquote>Oracle已经在医疗保健领域占据了重要地位，提供旨在帮助健康保险公司、医疗保健提供商和公共卫生系统解析数据以提高效率和改善患者结果的技术。</blockquote></p><p> Oracle shares closed Thursday at $103.22, down slightly amid a broad-based tech selloff and just off an all-time high reached the day before. They jumped over 15% last week when the company reported fiscal-second-quarter results that topped estimates and Chief Executive Safra Catz reiterated the expectation that full-year revenue growth would accelerate from the year earlier. Ms. Catz, who became the sole CEO in 2019, said she expects the company’s operating margins to be the same or better than they were pre-pandemic.</p><p><blockquote>甲骨文股价周四收于103.22美元，在广泛的科技股抛售中小幅下跌，刚刚脱离前一天创下的历史高点。上周，该公司公布的第二财季业绩超出预期，首席执行官Safra Catz重申了全年收入增长将较上年同期加速的预期，股价上涨了15%以上。卡茨女士于2019年成为唯一首席执行官，她表示，她预计公司的营业利润率将与大流行前持平或更好。</blockquote></p><p> The company also increased the authorization for share repurchases by $10 billion.</p><p><blockquote>该公司还将股票回购授权增加了100亿美元。</blockquote></p><p> Buying Cerner could help Oracle with its pivot toward the cloud. Investors have warmed to Oracle as the company ramps up its focus on winning cloud-computing business, after initially being slow to embrace the booming market for storing and analyzing data on remote servers. Oracle has been trying to make up ground in recent years after falling behind companies such as Amazon.com Inc. and Microsoft Corp. , which both now have market values well exceeding $1 trillion thanks in part to thriving cloud units.</p><p><blockquote>收购Cerner可以帮助甲骨文转向云计算。随着甲骨文加大对赢得云计算业务的关注，投资者对该公司产生了热情，此前该公司最初在拥抱蓬勃发展的远程服务器上存储和分析数据市场方面进展缓慢。甲骨文在落后于亚马逊公司和微软公司等公司后，近年来一直试图弥补这一差距，这两家公司的市值现在都远远超过1万亿美元，部分原因是云部门的蓬勃发展。</blockquote></p><p> A deal for Cerner would follow Microsoft’s agreement in April to buy artificial-intelligence company Nuance Communications Inc. for $16 billion, in a bet on the growing demand for digital healthcare tools.</p><p><blockquote>在收购Cerner之前，微软于4月份同意以160亿美元收购人工智能公司Nuance Communications Inc.，押注于对数字医疗工具不断增长的需求。</blockquote></p><p> Oracle was founded by outspoken billionaire Larry Ellison and others in 1977. Mr. Ellison owns roughly 42% of the company’s shares, a stake that is worth well over $100 billion. Mr. Ellison passed the CEO reins to Ms. Catz and the late Mark Hurd in 2014, but remains chairman and chief technology officer.</p><p><blockquote>甲骨文由直言不讳的亿万富翁拉里·埃里森等人于1977年创立。埃里森先生拥有该公司约42%的股份，该股份价值远超1000亿美元。埃里森先生于2014年将首席执行官的权力移交给了卡茨女士和已故的马克·赫德，但仍担任董事长兼首席技术官。</blockquote></p><p> A deal for Cerner would easily top Oracle’s next-largest transaction, the roughly $10 billion purchase of enterprise-software firm PeopleSoft Inc. that closed in 2005, followed by a $9 billion deal for cloud-software provider NetSuite Inc. in 2016.</p><p><blockquote>收购Cerner的交易将轻松超过甲骨文的第二大交易，即2005年以约100亿美元收购企业软件公司PeopleSoft Inc.，随后于2016年以90亿美元收购云软件提供商NetSuite Inc.。</blockquote></p><p> In 2020, Oracle showed an appetite for bigger deals when it beat out Microsoft in bidding for the video-sharing app TikTok’s U.S. operations. The Trump administration’s concerns about TikTok’s Chinese ownership had effectively put the business in play, but the deal was put on hold indefinitely by the Biden administration.</p><p><blockquote>2020年，甲骨文在竞购视频分享应用TikTok的美国业务时击败了微软，表现出了对更大交易的兴趣。特朗普政府对抖音中国所有权的担忧实际上让这项业务发挥了作用，但该交易被拜登政府无限期搁置。</blockquote></p><p> Cerner, founded in 1979, competes with the likes of privately held Epic Systems Corp. and Athenahealth Inc., which recently agreed to a sale to one group of private-equity firms by another for around $17 billion including debt.</p><p><blockquote>Cerner成立于1979年，与私人控股的Epic Systems Corp.和Athenahealth Inc.等公司竞争，后者最近同意由另一家私募股权公司以约170亿美元（包括债务）的价格出售给一家私募股权公司。</blockquote></p><p> Cerner shares rose slightly to $79.49 Thursday.</p><p><blockquote>Cerner股价周四小幅上涨至79.49美元。</blockquote></p><p> An Oracle-Cerner deal would rank as one of the largest takeovers of 2021, which is shaping up to be one of the busiest ever for mergers and acquisitions. Merger activity in the U.S. is up 78% to $2.45 trillion, according to Dealogic, as lofty stock prices and easy money embolden companies to strike deals and special-purpose acquisition companies are formed at a breakneck pace.</p><p><blockquote>甲骨文与Cerner的交易将成为2021年最大的收购之一，这将成为有史以来最繁忙的并购之一。Dealogic的数据显示，美国的并购活动增长了78%，达到2.45万亿美元，因为高昂的股价和宽松的资金鼓励公司达成交易，特殊目的收购公司以极快的速度成立。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/oracle-in-talks-to-buy-cerner-11639697730?mod=hp_lead_pos2\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4538":"云计算","ORCL":"甲骨文","CERN":"美国塞纳","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4097":"系统软件","BK4534":"瑞士信贷持仓","BK4167":"医疗保健技术"},"source_url":"https://www.wsj.com/articles/oracle-in-talks-to-buy-cerner-11639697730?mod=hp_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192947044","content_text":"Oracle Corp. ORCL -0.41% is in talks to buy electronic-medical-records company Cerner Corp. CERN 0.72% , according to people familiar with the matter, a deal that could be worth around $30 billion and push the enterprise-software giant further into healthcare.\n\nAn agreement could be finalized soon, some of the people said, assuming the talks don’t fall apart or drag out. Should a deal come together, it would rank as the biggest ever for Oracle, which has a market value of more than $280 billion.\n\nKansas City, Mo.-based Cerner designs software that hospitals and doctors use to store and analyze medical records and other healthcare data. It has a market value of around $23 billion. With a typical takeover premium, a deal would be expected to value the company at something like $30 billion, though exact terms being discussed couldn’t be learned.\n\nOracle, a Silicon Valley veteran that last year moved its headquarters to Austin, Texas, is one of the biggest software providers to other companies and organizations.\nIn August, Cerner tapped David Feinberg as chief executive officer, a role he assumed in October. Mr. Feinberg came from Oracle rival Google, where he had led the Alphabet Inc. unit’s push into healthcare and helped strike partnerships with some of the country’s largest hospital systems to collect and analyze their data.\n\nOracle already has a significant presence in healthcare, offering technology meant to help health insurers, healthcare providers and public health systems parse data to increase efficiency and improve patient outcomes.\n\n\nOracle shares closed Thursday at $103.22, down slightly amid a broad-based tech selloff and just off an all-time high reached the day before. They jumped over 15% last week when the company reported fiscal-second-quarter results that topped estimates and Chief Executive Safra Catz reiterated the expectation that full-year revenue growth would accelerate from the year earlier. Ms. Catz, who became the sole CEO in 2019, said she expects the company’s operating margins to be the same or better than they were pre-pandemic.\n\nThe company also increased the authorization for share repurchases by $10 billion.\n\nBuying Cerner could help Oracle with its pivot toward the cloud. Investors have warmed to Oracle as the company ramps up its focus on winning cloud-computing business, after initially being slow to embrace the booming market for storing and analyzing data on remote servers. Oracle has been trying to make up ground in recent years after falling behind companies such as Amazon.com Inc. and Microsoft Corp. , which both now have market values well exceeding $1 trillion thanks in part to thriving cloud units.\n\nA deal for Cerner would follow Microsoft’s agreement in April to buy artificial-intelligence company Nuance Communications Inc. for $16 billion, in a bet on the growing demand for digital healthcare tools.\n\nOracle was founded by outspoken billionaire Larry Ellison and others in 1977. Mr. Ellison owns roughly 42% of the company’s shares, a stake that is worth well over $100 billion. Mr. Ellison passed the CEO reins to Ms. Catz and the late Mark Hurd in 2014, but remains chairman and chief technology officer.\n\nA deal for Cerner would easily top Oracle’s next-largest transaction, the roughly $10 billion purchase of enterprise-software firm PeopleSoft Inc. that closed in 2005, followed by a $9 billion deal for cloud-software provider NetSuite Inc. in 2016.\n\nIn 2020, Oracle showed an appetite for bigger deals when it beat out Microsoft in bidding for the video-sharing app TikTok’s U.S. operations. The Trump administration’s concerns about TikTok’s Chinese ownership had effectively put the business in play, but the deal was put on hold indefinitely by the Biden administration.\n\nCerner, founded in 1979, competes with the likes of privately held Epic Systems Corp. and Athenahealth Inc., which recently agreed to a sale to one group of private-equity firms by another for around $17 billion including debt.\n\nCerner shares rose slightly to $79.49 Thursday.\n\n\nAn Oracle-Cerner deal would rank as one of the largest takeovers of 2021, which is shaping up to be one of the busiest ever for mergers and acquisitions. Merger activity in the U.S. is up 78% to $2.45 trillion, according to Dealogic, as lofty stock prices and easy money embolden companies to strike deals and special-purpose acquisition companies are formed at a breakneck pace.","news_type":1,"symbols_score_info":{"ORCL":0.9,"CERN":0.9}},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690423242,"gmtCreate":1639703082490,"gmtModify":1639703082594,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Ok, noted","listText":"Ok, noted","text":"Ok, 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PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"🤔🤔🤔","listText":"🤔🤔🤔","text":"🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607924086","repostId":"1173824820","repostType":4,"repost":{"id":"1173824820","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":1639406936,"share":"https://www.laohu8.com/m/news/1173824820?lang=zh_CN&edition=full","pubTime":"2021-12-13 22:48","market":"us","language":"en","title":"Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion<blockquote>Nu Holdings早盘下跌超8%，市值跌破500亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173824820","media":"Tiger Newspress","summary":"Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion.On Decem","content":"<p>Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion.<img src=\"https://static.tigerbbs.com/2541d11930fa271c03180dbe4f2b3f76\" tg-width=\"776\" tg-height=\"557\" width=\"100%\" height=\"auto\">On December 9th, EST, Nubank, a Latin American digital banking giant, landed on the New York Stock Exchange, with an issue price of US $9 and a surge of 36% at the opening. According to the market value of US $47.6 billion after hours, Nubank is already the largest listed bank in Latin America.</p><p><blockquote>Nu Holdings早盘下跌超过8%，市值跌破500亿美元。美东时间12月9日，拉美数字银行巨头Nubank登陆纽交所，发行价9美元，开盘大涨36%。按照盘后476亿美元的市值计算，Nubank已经是拉美最大的上市银行。</blockquote></p><p> The company said it had a $99 million loss on revenue of $1.06 billion for the nine-month period ended Sept. 30. Interest income accounted for $607 million of that revenue, with fees and commissions making up the remainder.</p><p><blockquote>该公司表示，截至9月30日的9个月期间，营收为10.6亿美元，亏损9900万美元。利息收入占该收入的6.07亿美元，其余为费用和佣金。</blockquote></p><p> Nubank warned investors to brace for “short-term profit implications” from the firm’s expansion push.</p><p><blockquote>Nubank警告投资者要做好应对该公司扩张计划带来的“短期利润影响”的准备。</blockquote></p><p> Chief Executive Officer David Velez will own a stake in the company worth about $8.9 billion at the IPO price. His co-founder, Cristina Junqueira, has a stake worth $1.1 billion.</p><p><blockquote>首席执行官David Velez将持有该公司按IPO价格计算价值约89亿美元的股份。他的联合创始人克里斯蒂娜·容奎拉(Cristina Junqueira)拥有价值11亿美元的股份。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion<blockquote>Nu Holdings早盘下跌超8%，市值跌破500亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNu Holdings slid over 8% in morning trading,with its market value falling below $50 billion<blockquote>Nu Holdings早盘下跌超8%，市值跌破500亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-13 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion.<img src=\"https://static.tigerbbs.com/2541d11930fa271c03180dbe4f2b3f76\" tg-width=\"776\" tg-height=\"557\" width=\"100%\" height=\"auto\">On December 9th, EST, Nubank, a Latin American digital banking giant, landed on the New York Stock Exchange, with an issue price of US $9 and a surge of 36% at the opening. According to the market value of US $47.6 billion after hours, Nubank is already the largest listed bank in Latin America.</p><p><blockquote>Nu Holdings早盘下跌超过8%，市值跌破500亿美元。美东时间12月9日，拉美数字银行巨头Nubank登陆纽交所，发行价9美元，开盘大涨36%。按照盘后476亿美元的市值计算，Nubank已经是拉美最大的上市银行。</blockquote></p><p> The company said it had a $99 million loss on revenue of $1.06 billion for the nine-month period ended Sept. 30. Interest income accounted for $607 million of that revenue, with fees and commissions making up the remainder.</p><p><blockquote>该公司表示，截至9月30日的9个月期间，营收为10.6亿美元，亏损9900万美元。利息收入占该收入的6.07亿美元，其余为费用和佣金。</blockquote></p><p> Nubank warned investors to brace for “short-term profit implications” from the firm’s expansion push.</p><p><blockquote>Nubank警告投资者要做好应对该公司扩张计划带来的“短期利润影响”的准备。</blockquote></p><p> Chief Executive Officer David Velez will own a stake in the company worth about $8.9 billion at the IPO price. His co-founder, Cristina Junqueira, has a stake worth $1.1 billion.</p><p><blockquote>首席执行官David Velez将持有该公司按IPO价格计算价值约89亿美元的股份。他的联合创始人克里斯蒂娜·容奎拉(Cristina Junqueira)拥有价值11亿美元的股份。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NU":"Nu Holdings Ltd."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173824820","content_text":"Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion.On December 9th, EST, Nubank, a Latin American digital banking giant, landed on the New York Stock Exchange, with an issue price of US $9 and a surge of 36% at the opening. According to the market value of US $47.6 billion after hours, Nubank is already the largest listed bank in Latin America.\nThe company said it had a $99 million loss on revenue of $1.06 billion for the nine-month period ended Sept. 30. Interest income accounted for $607 million of that revenue, with fees and commissions making up the remainder.\nNubank warned investors to brace for “short-term profit implications” from the firm’s expansion push.\nChief Executive Officer David Velez will own a stake in the company worth about $8.9 billion at the IPO price. His co-founder, Cristina Junqueira, has a stake worth $1.1 billion.","news_type":1,"symbols_score_info":{"NU":0.9}},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602401104,"gmtCreate":1639051088022,"gmtModify":1639051227812,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"😲😲😲","listText":"😲😲😲","text":"😲😲😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602401104","repostId":"2190503698","repostType":4,"repost":{"id":"2190503698","kind":"highlight","pubTimestamp":1639038865,"share":"https://www.laohu8.com/m/news/2190503698?lang=zh_CN&edition=full","pubTime":"2021-12-09 16:34","market":"us","language":"en","title":"'Proceed with caution': here's what Wall Street analysts see for the U.S. stock market in 2022<blockquote>“谨慎行事”：华尔街分析师对2022年美国股市的看法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2190503698","media":"MarketWatch","summary":"'2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve an","content":"<p>'2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes,' says <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Lisa Shalett</p><p><blockquote>“2022年将是关键的一年，全球大流行造成的失衡开始解决，商业周期从极端情况正常化，”他说<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>丽莎·沙莱特</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71e96005daaaf18cef4eb11fc31ef1c7\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>‘Marginally tighter monetary policy’ should be a headwind for markets in 2022, JPMorgan strategists say</span></p><p><blockquote><p class=\"t-img-caption\"><span>摩根大通策略师表示，“略微收紧的货币政策”应该会成为2022年市场的阻力</span></p></blockquote></p><p> The recent spike in market volatility may herald a bumpier U.S. stock market in 2022, as investors come to grips with an inflection point in monetary policy in the pandemic.</p><p><blockquote>随着投资者开始应对疫情下货币政策的拐点，近期市场波动性飙升可能预示着2022年美国股市将更加坎坷。</blockquote></p><p> \"There probably will be some elevated volatility around the potential tightening of Fed policy,\" said Shawn Snyder, head of investment strategy at Citigroup's U.S. consumer wealth management division, in a phone interview. \"Omicron throws in a bit of a wrench\" to the 2022 outlook, he said of the new variant of the coronavirus, though investors have appeared encouraged by some early signs that it may be less dangerous than initially feared.</p><p><blockquote>花旗集团美国消费者财富管理部门投资策略主管肖恩·斯奈德(Shawn Snyder)在接受电话采访时表示：“美联储可能收紧政策，波动性可能会加剧。”他在谈到冠状病毒的新变种时表示，“奥密克戎给2022年的前景带来了一些麻烦”，尽管投资者似乎对一些早期迹象感到鼓舞，这些迹象表明它可能没有最初担心的那么危险。</blockquote></p><p> The CBOE Volatility Index , or VIX, jumped in late November and remains above its 200-day moving average even after subsiding since last week, according to FactSet data. The VIX broke above 30 last week for the first time since the first quarter of 2021, the data show, amid market jitters over the emergence of omicron and the potential move by the Federal Reserve to remove some accommodation from the market faster than investors had anticipated.</p><p><blockquote>FactSet数据显示，芝加哥期权交易所波动率指数(VIX)在11月底跃升，即使自上周以来有所回落，仍高于200日移动均线。数据显示，VIX上周自2021年第一季度以来首次突破30，原因是市场对奥密克戎的出现以及美联储可能以比投资者更快的速度从市场上取消部分宽松政策感到不安。预期。</blockquote></p><p> \"That's a big transition that creates tension for investors,\" said Lauren Goodwin, economist and director of portfolio strategy at New York Life Investment, in a phone interview. The Fed looks to be positioning for more flexibility for potential interest rate hikes next year, with increased inflationary pressure likely to mean more rate rises in 2022 than currently expected, creating more market risk, she said.</p><p><blockquote>纽约人寿投资公司经济学家兼投资组合策略总监劳伦·古德温在接受电话采访时表示：“这是一个重大转变，给投资者带来了紧张局势。”她表示，美联储看起来将为明年的潜在加息提供更大的灵活性，通胀压力的增加可能意味着2022年的加息幅度将超过目前的预期，从而产生更多的市场风险。</blockquote></p><p> Some investors worry that interest rate-sensitive growth and technology stocks would be particularly vulnerable should the Fed aggressively tighten its monetary policy through rate hikes. The S&amp;P 500 index, which has a large exposure to tech, is on track for a third straight year of strong gains after rising almost 25% in 2021 through Tuesday, according to FactSet.</p><p><blockquote>一些投资者担心，如果美联储通过加息大幅收紧货币政策，对利率敏感的成长股和科技股将特别脆弱。FactSet的数据显示，在2021年截至周二上涨近25%后，标普500指数有望连续第三年强劲上涨。</blockquote></p><p> The U.S. stock market will probably deliver more modest gains \"accompanied by higher volatility\" next year, Jeffrey Kleintop, chief global investment strategist at Charles Schwab, told MarketWatch by phone.</p><p><blockquote>嘉信理财(Charles Schwab)首席全球投资策略师杰弗里·克莱因托普(Jeffrey Kleintop)在电话中对MarketWatch表示，明年美国股市可能会出现更温和的涨幅，“伴随着更高的波动性”。</blockquote></p><p> Goodwin said she also expects increased volatility, amid transitions that include the fading of the fiscal stimulus that provided direct support to consumers during the COVID-19 crisis and the Fed taking its \"foot off the gas\" in the economic recovery. She expects \"much lower\" stock-market returns next year compared to gains so far in 2021.</p><p><blockquote>古德温表示，她还预计波动性会增加，包括在COVID-19危机期间为消费者提供直接支持的财政刺激措施的消退以及美联储在经济复苏中“放松油门”。她预计明年股市回报率将比2021年迄今为止的涨幅“低得多”。</blockquote></p><p> \"Most of the equity upside should be realized between now\" and the first half of 2022, \"when monetary and fiscal policy tailwinds will be strongest,\" JPMorgan Chase &amp; Co. strategists said in a 2022 outlook report Wednesday.</p><p><blockquote>摩根大通策略师周三在2022年展望报告中表示，“从现在到2022年上半年，股市的大部分上涨应该会实现，届时货币和财政政策的推动力将最强劲”。</blockquote></p><p> Wall Street banks have been rolling out their 2022 forecasts for the S&amp;P 500, with Goldman Sachs Group and JPMorgan being among the most bullish on U.S. stocks.</p><p><blockquote>华尔街银行纷纷推出2022年标普500预测，高盛集团和摩根大通是最看好美股的银行之一。</blockquote></p><p> Goldman expects the S&amp;P 500 will end 2022 at 5,100, according to a portfolio strategy research report from the bank dated Dec. 3. Meanwhile, JPMorgan analysts predicted in a research report at the end of November that the U.S. stock benchmark will rise next year to 5,050, partly on \"robust earnings growth\" and easing supply chain woes. RBC Capital Markets has forecast the same price target as JPMorgan, while Deutsche Bank predicts the S&amp;P 500 will end next year at 5,000, according to a slide presentation from its chief investment office.</p><p><blockquote>根据高盛12月3日的投资组合策略研究报告，高盛预计2022年底标普500将达到5,100点。与此同时，摩根大通分析师在11月底的一份研究报告中预测，美股基准指数明年将升至5050点，部分原因是“强劲的盈利增长”和缓解供应链困境。根据德意志银行首席投资办公室的幻灯片演示，加拿大皇家银行资本市场(RBC Capital Markets)预测的目标价与摩根大通(JPMorgan)相同，而德意志银行(Deutsche Bank)预测明年标普500将收于5,000点。</blockquote></p><p> Meanwhile, Citigroup set an S&amp;P 500 target of 4,900 for the end of 2022, a research report from the bank in late October shows. Coming in below that level, Barclays predicted in a U.S. equity strategy report this month that the index will finish next year at 4,800.</p><p><blockquote>与此同时，花旗集团10月底的一份研究报告显示，该银行将2022年底的标普500目标定为4,900人。巴克莱在本月的一份美国股票策略报告中预测，该指数明年将收于4,800点，低于该水平。</blockquote></p><p> \"Proceed with caution,\" the Barclays analysts wrote in their 2022 outlook report dated Dec. 2. \"We see limited upside for equities next year,\" they said. In their view, \"household and corporate cash hoards should support modest earnings growth but persistent supply chain woes, reversal of goods consumption to trend&nbsp;are key tail risks.\"</p><p><blockquote>巴克莱分析师在12月2日的2022年展望报告中写道：“谨慎行事。”“我们认为明年股市的上涨空间有限，”他们表示。他们认为，“家庭和企业的现金储备应该支持温和的盈利增长，但持续的供应链困境、商品消费趋势逆转是关键的尾部风险。”</blockquote></p><p> Bank of America's analysts have a lower price target than Barclays for the S&amp;P 500 next year, with a BofA Global Research report last month showing the benchmark will end 2022 at 4,600.</p><p><blockquote>美国银行分析师对标普500明年的目标价低于巴克莱，美国银行上个月的全球研究报告显示，该基准将于2022年底为4,600点。</blockquote></p><p> \"Unfortunately we see a lot of similarities between today and 2000 -- the tech bubble peak,\" said Savita Subramanian, head of equity and quant strategy at BofA, during a late November media briefing on their U.S. stock market outlook.</p><p><blockquote>美国银行股票和量化策略主管萨维塔·萨勃拉曼尼亚(Savita Subramanian)在11月底关于美国股市前景的媒体吹风会上表示：“不幸的是，我们看到今天与2000年（科技泡沫顶峰）有很多相似之处。”</blockquote></p><p></p><p> Morgan Stanley has a more bearish outlook for next year that puts the S&amp;P 500 below the index's close Tuesday at 4,686.75. A report Monday from the bank's wealth management division shows a base-case forecast of 4,400 for the S&amp;P 500 at the end of 2022 even with an expected gain in earnings.</p><p><blockquote>摩根士丹利对明年的前景更加悲观，导致标普500低于该指数周二收盘价4,686.75点。该银行财富管理部门周一发布的一份报告显示，即使盈利预期增长，2022年底标普500的基本预测仍为4,400。</blockquote></p><p> \"We expect the S&amp;P 500 to be range-bound and volatile, and bond returns to be negative net of inflation,\" said Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management, in the note. \"Fixed income should be reduced to fund greater exposure to real assets and to absolute return funds.\"</p><p><blockquote>Morgan Stanley Wealth Management首席投资官Lisa Shalett在报告中表示：“我们预计标普500将区间震荡，扣除通胀因素后，债券回报率将为负。”“应该减少固定收益，为更多地投资实物资产和绝对回报基金提供资金。”</blockquote></p><p> The core of Morgan Stanley's \"cautious\" view on the S&amp;P 500 is based on price-to-earnings ratios typically compressing during \"a midcycle transition,\" Shalett said. She pointed to a chart in her note showing that \"median stock has traversed the midcycle transition.\"</p><p><blockquote>Shalett表示，大摩对标普500“谨慎”观点的核心是基于市盈率通常在“周期中期过渡”期间压缩。她在报告中指出了一张图表，显示“股票中位数已经经历了周期中期的转变。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/641e64a82babbbd377cb43247c437118\" tg-width=\"700\" tg-height=\"397\" referrerpolicy=\"no-referrer\"><span>MORGAN STANLEY WEALTH MANAGEMENT REPORT DATED DEC. 6, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>摩根士丹利财富管理报告日期为12月。6, 2021</span></p></blockquote></p><p> The chart shows \"the median S&amp;P 500 stock has corrected 15% from its 52-week high,\" but the index has been kept aloft by the 15 largest companies now accounting for 40% of its market capitalization, according to her note.</p><p><blockquote>她的报告显示，“标普500股价中位数已从52周高点修正了15%”，但根据她的报告，该指数一直被目前占其市值40%的15家最大公司所保持高位。</blockquote></p><p> \"While they may be great companies, we are less convinced they will all be great stocks in 2022 as financial conditions tighten, interest rates rise, employment costs increase and inflation remains challenging,\" Shalett said. \"We think profit margins for the top 15 have peaked.\"</p><p><blockquote>Shalett表示：“虽然它们可能是伟大的公司，但随着金融状况收紧、利率上升、就业成本增加以及通胀仍然具有挑战性，我们不太相信它们在2022年都会成为伟大的股票。”“我们认为前15名的利润率已经见顶。”</blockquote></p><p> In Morgan Stanley's view, \"this suggests investors should move toward stock picking and away from passive index funds,\" her note shows.</p><p><blockquote>摩根士丹利认为，“这表明投资者应该转向选股，远离被动指数基金，”她的报告显示。</blockquote></p><p> JPMorgan expects that \"international equities, emerging markets and cyclical market segments will significantly outperform,\" according to its report Wednesday.</p><p><blockquote>摩根大通周三的报告称，预计“国际股市、新兴市场和周期性市场领域将大幅跑赢大盘”。</blockquote></p><p> \"The reason for this is our expectation for increasing interest rates and marginally tighter monetary policy that should be a headwind for high-multiple markets such as the Nasdaq,\" the JPMorgan strategists wrote, citing the tech-laden Nasdaq Composite Index .</p><p><blockquote>摩根大通策略师援引科技股丰富的纳斯达克综合指数写道：“造成这种情况的原因是我们对加息和小幅收紧货币政策的预期，这对纳斯达克等高市盈率市场来说应该是一个阻力。”</blockquote></p><p> Citi's Snyder told MarketWatch that during \"midcycle\" he likes high-quality stocks, \"dividend-growers\" and global healthcare equities. Consistent earnings growth and \"reasonable valuations\" make healthcare attractive, he said, and stock bets in the area can serve as \"a volatility dampener\" in portfolios.</p><p><blockquote>花旗的斯奈德告诉MarketWatch，在“中期”，他喜欢优质股票、“股息增长股”和全球医疗保健股票。他表示，持续的盈利增长和“合理的估值”使医疗保健具有吸引力，该领域的股票押注可以作为投资组合中的“波动抑制器”。</blockquote></p><p> Immunology is one of three megatrends poised to accelerate next year as \"a range of next-gen oncological therapeutics come up for approval and enable more targeted cancer treatment,\" according to Jeff Spiegel, head of U.S. iShares megatrend and international ETFs. Shares of the iShares Genomics Immunology and Healthcare ETF&nbsp;were up about 0.2% this year based on midday trading Wednesday, FactSet data show, at last check.</p><p><blockquote>美国iShares megatrend和国际ETF主管杰夫·斯皮格尔(Jeff Spiegel)表示，随着“一系列下一代肿瘤疗法即将获得批准，并实现更有针对性的癌症治疗”，免疫学是明年有望加速的三大趋势之一。FactSet数据显示，根据周三午盘交易，iShares Genomics免疫学和医疗保健ETF的股价今年上涨了约0.2%。</blockquote></p><p> Two other megatrends to watch in 2022 are \"digital transformation\" intensifying through the cloud, 5G and cybersecurity, and \"automation technologies\" such as robotics and artificial intelligence, Spiegel wrote in a report this month. Automation technologies should grow \"in response to ongoing supply chain bottlenecks and wage inflation\" in the pandemic, he wrote.</p><p><blockquote>明镜周刊在本月的一份报告中写道，2022年另外两个值得关注的大趋势是通过云、5G和网络安全加剧的“数字化转型”，以及机器人和人工智能等“自动化技术”。他写道，自动化技术应该在大流行期间“应对持续的供应链瓶颈和工资上涨”。</blockquote></p><p> \"I think we'll actually be dealing with gluts next year rather than shortages,\" said Charles Schwab's Kleintop. \"That will help drive down inflation, particularly in the second half of next year, making an aggressive path of rate hikes unlikely.\"</p><p><blockquote>嘉信理财(Charles Schwab)的克莱因托普(Kleintop)表示：“我认为明年我们实际上将面临供过于求的问题，而不是短缺。”“这将有助于压低通胀，特别是在明年下半年，不太可能采取激进的加息路径。”</blockquote></p><p> The market is expecting three rate hikes by the U.S. central bank in 2022 after Fed Chair Jerome Powell signaled last week that it may speed up the tapering of its monthly asset purchases, said Deepak Puri, Deutsche Bank's CIO for the America, during a media briefing Monday on his outlook for next year.</p><p><blockquote>德意志银行美洲首席信息官迪帕克·普里(Deepak Puri)在一次媒体吹风会上表示，在美联储主席杰罗姆·鲍威尔(Jerome Powell)上周暗示可能会加快缩减每月资产购买规模后，市场预计美联储将在2022年加息三次。周一介绍了他对明年的展望。</blockquote></p><p> While the Fed may become more aggressive in tapering its bond purchases, potentially completing the process in March instead of June, said Puri, he expects the Fed will still be \"dovish\" on rates next year. Puri forecasts that the Fed will raise rates just once next year, which is below consensus, he said.</p><p><blockquote>普里表示，尽管美联储可能会更加积极地缩减购债规模，可能会在3月份而不是6月份完成这一过程，但他预计美联储明年在利率问题上仍将“鸽派”。他表示，普里预测美联储明年只会加息一次，低于共识。</blockquote></p><p> \"We expect two rate hikes next year,\" said New York Life Investment's Goodwin.</p><p><blockquote>纽约人寿投资公司的古德温表示：“我们预计明年将加息两次。”</blockquote></p><p> Morgan Stanley's Shalett wrote in her 2022 outlook note that \"we see a classic reflationary rebalancing in which higher nominal and real rates reflect higher average growth and inflation rates.\" She also expects yield curves will steepen, profit margins to be squeezed by rising costs, and price-to-earnings ratios to compress in \"rate-sensitive sectors.\"</p><p><blockquote>摩根士丹利的Shalett在2022年展望报告中写道，“我们看到了经典的通货再平衡，名义利率和实际利率上升反映了平均增长率和通胀率上升。”她还预计，收益率曲线将变陡，利润率将因成本上升而受到挤压，“利率敏感行业”的市盈率将压缩。</blockquote></p><p> \"Within the U.S., we like reopening and reflationary themes and beneficiaries of higher bond yields,\" JPMorgan said in its report Wednesday. The bank's strategists expect the yield on the 10-year Treasury note will rise to 2.25% by the end of next year, the report shows.</p><p><blockquote>摩根大通在周三的报告中表示：“在美国，我们喜欢重新开放和通货再膨胀主题以及债券收益率上升的受益者。”报告显示，该行策略师预计，到明年年底，10年期国债收益率将升至2.25%。</blockquote></p><p></p><p> \"Our view is that 2022 will be the year of a full global recovery, an end of the global pandemic, and a return to normal conditions we had prior to the COVID-19 outbreak,\" Marko Kolanovic, chief global markets strategist at JPMorgan, and the bank's global co-head of research Hussein Malik wrote in the report Wednesday.</p><p><blockquote>摩根大通首席全球市场策略师Marko Kolanovic表示：“我们的观点是，2022年将是全球全面复苏、全球大流行结束、恢复到COVID-19爆发前正常状况的一年。”该行全球研究联席主管侯赛因·马利克周三在报告中写道。</blockquote></p><p> According to Shalett, \"on most counts, 2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes.\"</p><p><blockquote>Shalett表示，“从大多数方面来看，2022年将是关键的一年，全球大流行造成的失衡开始解决，商业周期从极端情况正常化。”</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Proceed with caution': here's what Wall Street analysts see for the U.S. stock market in 2022<blockquote>“谨慎行事”：华尔街分析师对2022年美国股市的看法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-09 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>'2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes,' says <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Lisa Shalett</p><p><blockquote>“2022年将是关键的一年，全球大流行造成的失衡开始解决，商业周期从极端情况正常化，”他说<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>丽莎·沙莱特</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71e96005daaaf18cef4eb11fc31ef1c7\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>‘Marginally tighter monetary policy’ should be a headwind for markets in 2022, JPMorgan strategists say</span></p><p><blockquote><p class=\"t-img-caption\"><span>摩根大通策略师表示，“略微收紧的货币政策”应该会成为2022年市场的阻力</span></p></blockquote></p><p> The recent spike in market volatility may herald a bumpier U.S. stock market in 2022, as investors come to grips with an inflection point in monetary policy in the pandemic.</p><p><blockquote>随着投资者开始应对疫情下货币政策的拐点，近期市场波动性飙升可能预示着2022年美国股市将更加坎坷。</blockquote></p><p> \"There probably will be some elevated volatility around the potential tightening of Fed policy,\" said Shawn Snyder, head of investment strategy at Citigroup's U.S. consumer wealth management division, in a phone interview. \"Omicron throws in a bit of a wrench\" to the 2022 outlook, he said of the new variant of the coronavirus, though investors have appeared encouraged by some early signs that it may be less dangerous than initially feared.</p><p><blockquote>花旗集团美国消费者财富管理部门投资策略主管肖恩·斯奈德(Shawn Snyder)在接受电话采访时表示：“美联储可能收紧政策，波动性可能会加剧。”他在谈到冠状病毒的新变种时表示，“奥密克戎给2022年的前景带来了一些麻烦”，尽管投资者似乎对一些早期迹象感到鼓舞，这些迹象表明它可能没有最初担心的那么危险。</blockquote></p><p> The CBOE Volatility Index , or VIX, jumped in late November and remains above its 200-day moving average even after subsiding since last week, according to FactSet data. The VIX broke above 30 last week for the first time since the first quarter of 2021, the data show, amid market jitters over the emergence of omicron and the potential move by the Federal Reserve to remove some accommodation from the market faster than investors had anticipated.</p><p><blockquote>FactSet数据显示，芝加哥期权交易所波动率指数(VIX)在11月底跃升，即使自上周以来有所回落，仍高于200日移动均线。数据显示，VIX上周自2021年第一季度以来首次突破30，原因是市场对奥密克戎的出现以及美联储可能以比投资者更快的速度从市场上取消部分宽松政策感到不安。预期。</blockquote></p><p> \"That's a big transition that creates tension for investors,\" said Lauren Goodwin, economist and director of portfolio strategy at New York Life Investment, in a phone interview. The Fed looks to be positioning for more flexibility for potential interest rate hikes next year, with increased inflationary pressure likely to mean more rate rises in 2022 than currently expected, creating more market risk, she said.</p><p><blockquote>纽约人寿投资公司经济学家兼投资组合策略总监劳伦·古德温在接受电话采访时表示：“这是一个重大转变，给投资者带来了紧张局势。”她表示，美联储看起来将为明年的潜在加息提供更大的灵活性，通胀压力的增加可能意味着2022年的加息幅度将超过目前的预期，从而产生更多的市场风险。</blockquote></p><p> Some investors worry that interest rate-sensitive growth and technology stocks would be particularly vulnerable should the Fed aggressively tighten its monetary policy through rate hikes. The S&amp;P 500 index, which has a large exposure to tech, is on track for a third straight year of strong gains after rising almost 25% in 2021 through Tuesday, according to FactSet.</p><p><blockquote>一些投资者担心，如果美联储通过加息大幅收紧货币政策，对利率敏感的成长股和科技股将特别脆弱。FactSet的数据显示，在2021年截至周二上涨近25%后，标普500指数有望连续第三年强劲上涨。</blockquote></p><p> The U.S. stock market will probably deliver more modest gains \"accompanied by higher volatility\" next year, Jeffrey Kleintop, chief global investment strategist at Charles Schwab, told MarketWatch by phone.</p><p><blockquote>嘉信理财(Charles Schwab)首席全球投资策略师杰弗里·克莱因托普(Jeffrey Kleintop)在电话中对MarketWatch表示，明年美国股市可能会出现更温和的涨幅，“伴随着更高的波动性”。</blockquote></p><p> Goodwin said she also expects increased volatility, amid transitions that include the fading of the fiscal stimulus that provided direct support to consumers during the COVID-19 crisis and the Fed taking its \"foot off the gas\" in the economic recovery. She expects \"much lower\" stock-market returns next year compared to gains so far in 2021.</p><p><blockquote>古德温表示，她还预计波动性会增加，包括在COVID-19危机期间为消费者提供直接支持的财政刺激措施的消退以及美联储在经济复苏中“放松油门”。她预计明年股市回报率将比2021年迄今为止的涨幅“低得多”。</blockquote></p><p> \"Most of the equity upside should be realized between now\" and the first half of 2022, \"when monetary and fiscal policy tailwinds will be strongest,\" JPMorgan Chase &amp; Co. strategists said in a 2022 outlook report Wednesday.</p><p><blockquote>摩根大通策略师周三在2022年展望报告中表示，“从现在到2022年上半年，股市的大部分上涨应该会实现，届时货币和财政政策的推动力将最强劲”。</blockquote></p><p> Wall Street banks have been rolling out their 2022 forecasts for the S&amp;P 500, with Goldman Sachs Group and JPMorgan being among the most bullish on U.S. stocks.</p><p><blockquote>华尔街银行纷纷推出2022年标普500预测，高盛集团和摩根大通是最看好美股的银行之一。</blockquote></p><p> Goldman expects the S&amp;P 500 will end 2022 at 5,100, according to a portfolio strategy research report from the bank dated Dec. 3. Meanwhile, JPMorgan analysts predicted in a research report at the end of November that the U.S. stock benchmark will rise next year to 5,050, partly on \"robust earnings growth\" and easing supply chain woes. RBC Capital Markets has forecast the same price target as JPMorgan, while Deutsche Bank predicts the S&amp;P 500 will end next year at 5,000, according to a slide presentation from its chief investment office.</p><p><blockquote>根据高盛12月3日的投资组合策略研究报告，高盛预计2022年底标普500将达到5,100点。与此同时，摩根大通分析师在11月底的一份研究报告中预测，美股基准指数明年将升至5050点，部分原因是“强劲的盈利增长”和缓解供应链困境。根据德意志银行首席投资办公室的幻灯片演示，加拿大皇家银行资本市场(RBC Capital Markets)预测的目标价与摩根大通(JPMorgan)相同，而德意志银行(Deutsche Bank)预测明年标普500将收于5,000点。</blockquote></p><p> Meanwhile, Citigroup set an S&amp;P 500 target of 4,900 for the end of 2022, a research report from the bank in late October shows. Coming in below that level, Barclays predicted in a U.S. equity strategy report this month that the index will finish next year at 4,800.</p><p><blockquote>与此同时，花旗集团10月底的一份研究报告显示，该银行将2022年底的标普500目标定为4,900人。巴克莱在本月的一份美国股票策略报告中预测，该指数明年将收于4,800点，低于该水平。</blockquote></p><p> \"Proceed with caution,\" the Barclays analysts wrote in their 2022 outlook report dated Dec. 2. \"We see limited upside for equities next year,\" they said. In their view, \"household and corporate cash hoards should support modest earnings growth but persistent supply chain woes, reversal of goods consumption to trend&nbsp;are key tail risks.\"</p><p><blockquote>巴克莱分析师在12月2日的2022年展望报告中写道：“谨慎行事。”“我们认为明年股市的上涨空间有限，”他们表示。他们认为，“家庭和企业的现金储备应该支持温和的盈利增长，但持续的供应链困境、商品消费趋势逆转是关键的尾部风险。”</blockquote></p><p> Bank of America's analysts have a lower price target than Barclays for the S&amp;P 500 next year, with a BofA Global Research report last month showing the benchmark will end 2022 at 4,600.</p><p><blockquote>美国银行分析师对标普500明年的目标价低于巴克莱，美国银行上个月的全球研究报告显示，该基准将于2022年底为4,600点。</blockquote></p><p> \"Unfortunately we see a lot of similarities between today and 2000 -- the tech bubble peak,\" said Savita Subramanian, head of equity and quant strategy at BofA, during a late November media briefing on their U.S. stock market outlook.</p><p><blockquote>美国银行股票和量化策略主管萨维塔·萨勃拉曼尼亚(Savita Subramanian)在11月底关于美国股市前景的媒体吹风会上表示：“不幸的是，我们看到今天与2000年（科技泡沫顶峰）有很多相似之处。”</blockquote></p><p></p><p> Morgan Stanley has a more bearish outlook for next year that puts the S&amp;P 500 below the index's close Tuesday at 4,686.75. A report Monday from the bank's wealth management division shows a base-case forecast of 4,400 for the S&amp;P 500 at the end of 2022 even with an expected gain in earnings.</p><p><blockquote>摩根士丹利对明年的前景更加悲观，导致标普500低于该指数周二收盘价4,686.75点。该银行财富管理部门周一发布的一份报告显示，即使盈利预期增长，2022年底标普500的基本预测仍为4,400。</blockquote></p><p> \"We expect the S&amp;P 500 to be range-bound and volatile, and bond returns to be negative net of inflation,\" said Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management, in the note. \"Fixed income should be reduced to fund greater exposure to real assets and to absolute return funds.\"</p><p><blockquote>Morgan Stanley Wealth Management首席投资官Lisa Shalett在报告中表示：“我们预计标普500将区间震荡，扣除通胀因素后，债券回报率将为负。”“应该减少固定收益，为更多地投资实物资产和绝对回报基金提供资金。”</blockquote></p><p> The core of Morgan Stanley's \"cautious\" view on the S&amp;P 500 is based on price-to-earnings ratios typically compressing during \"a midcycle transition,\" Shalett said. She pointed to a chart in her note showing that \"median stock has traversed the midcycle transition.\"</p><p><blockquote>Shalett表示，大摩对标普500“谨慎”观点的核心是基于市盈率通常在“周期中期过渡”期间压缩。她在报告中指出了一张图表，显示“股票中位数已经经历了周期中期的转变。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/641e64a82babbbd377cb43247c437118\" tg-width=\"700\" tg-height=\"397\" referrerpolicy=\"no-referrer\"><span>MORGAN STANLEY WEALTH MANAGEMENT REPORT DATED DEC. 6, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>摩根士丹利财富管理报告日期为12月。6, 2021</span></p></blockquote></p><p> The chart shows \"the median S&amp;P 500 stock has corrected 15% from its 52-week high,\" but the index has been kept aloft by the 15 largest companies now accounting for 40% of its market capitalization, according to her note.</p><p><blockquote>她的报告显示，“标普500股价中位数已从52周高点修正了15%”，但根据她的报告，该指数一直被目前占其市值40%的15家最大公司所保持高位。</blockquote></p><p> \"While they may be great companies, we are less convinced they will all be great stocks in 2022 as financial conditions tighten, interest rates rise, employment costs increase and inflation remains challenging,\" Shalett said. \"We think profit margins for the top 15 have peaked.\"</p><p><blockquote>Shalett表示：“虽然它们可能是伟大的公司，但随着金融状况收紧、利率上升、就业成本增加以及通胀仍然具有挑战性，我们不太相信它们在2022年都会成为伟大的股票。”“我们认为前15名的利润率已经见顶。”</blockquote></p><p> In Morgan Stanley's view, \"this suggests investors should move toward stock picking and away from passive index funds,\" her note shows.</p><p><blockquote>摩根士丹利认为，“这表明投资者应该转向选股，远离被动指数基金，”她的报告显示。</blockquote></p><p> JPMorgan expects that \"international equities, emerging markets and cyclical market segments will significantly outperform,\" according to its report Wednesday.</p><p><blockquote>摩根大通周三的报告称，预计“国际股市、新兴市场和周期性市场领域将大幅跑赢大盘”。</blockquote></p><p> \"The reason for this is our expectation for increasing interest rates and marginally tighter monetary policy that should be a headwind for high-multiple markets such as the Nasdaq,\" the JPMorgan strategists wrote, citing the tech-laden Nasdaq Composite Index .</p><p><blockquote>摩根大通策略师援引科技股丰富的纳斯达克综合指数写道：“造成这种情况的原因是我们对加息和小幅收紧货币政策的预期，这对纳斯达克等高市盈率市场来说应该是一个阻力。”</blockquote></p><p> Citi's Snyder told MarketWatch that during \"midcycle\" he likes high-quality stocks, \"dividend-growers\" and global healthcare equities. Consistent earnings growth and \"reasonable valuations\" make healthcare attractive, he said, and stock bets in the area can serve as \"a volatility dampener\" in portfolios.</p><p><blockquote>花旗的斯奈德告诉MarketWatch，在“中期”，他喜欢优质股票、“股息增长股”和全球医疗保健股票。他表示，持续的盈利增长和“合理的估值”使医疗保健具有吸引力，该领域的股票押注可以作为投资组合中的“波动抑制器”。</blockquote></p><p> Immunology is one of three megatrends poised to accelerate next year as \"a range of next-gen oncological therapeutics come up for approval and enable more targeted cancer treatment,\" according to Jeff Spiegel, head of U.S. iShares megatrend and international ETFs. Shares of the iShares Genomics Immunology and Healthcare ETF&nbsp;were up about 0.2% this year based on midday trading Wednesday, FactSet data show, at last check.</p><p><blockquote>美国iShares megatrend和国际ETF主管杰夫·斯皮格尔(Jeff Spiegel)表示，随着“一系列下一代肿瘤疗法即将获得批准，并实现更有针对性的癌症治疗”，免疫学是明年有望加速的三大趋势之一。FactSet数据显示，根据周三午盘交易，iShares Genomics免疫学和医疗保健ETF的股价今年上涨了约0.2%。</blockquote></p><p> Two other megatrends to watch in 2022 are \"digital transformation\" intensifying through the cloud, 5G and cybersecurity, and \"automation technologies\" such as robotics and artificial intelligence, Spiegel wrote in a report this month. Automation technologies should grow \"in response to ongoing supply chain bottlenecks and wage inflation\" in the pandemic, he wrote.</p><p><blockquote>明镜周刊在本月的一份报告中写道，2022年另外两个值得关注的大趋势是通过云、5G和网络安全加剧的“数字化转型”，以及机器人和人工智能等“自动化技术”。他写道，自动化技术应该在大流行期间“应对持续的供应链瓶颈和工资上涨”。</blockquote></p><p> \"I think we'll actually be dealing with gluts next year rather than shortages,\" said Charles Schwab's Kleintop. \"That will help drive down inflation, particularly in the second half of next year, making an aggressive path of rate hikes unlikely.\"</p><p><blockquote>嘉信理财(Charles Schwab)的克莱因托普(Kleintop)表示：“我认为明年我们实际上将面临供过于求的问题，而不是短缺。”“这将有助于压低通胀，特别是在明年下半年，不太可能采取激进的加息路径。”</blockquote></p><p> The market is expecting three rate hikes by the U.S. central bank in 2022 after Fed Chair Jerome Powell signaled last week that it may speed up the tapering of its monthly asset purchases, said Deepak Puri, Deutsche Bank's CIO for the America, during a media briefing Monday on his outlook for next year.</p><p><blockquote>德意志银行美洲首席信息官迪帕克·普里(Deepak Puri)在一次媒体吹风会上表示，在美联储主席杰罗姆·鲍威尔(Jerome Powell)上周暗示可能会加快缩减每月资产购买规模后，市场预计美联储将在2022年加息三次。周一介绍了他对明年的展望。</blockquote></p><p> While the Fed may become more aggressive in tapering its bond purchases, potentially completing the process in March instead of June, said Puri, he expects the Fed will still be \"dovish\" on rates next year. Puri forecasts that the Fed will raise rates just once next year, which is below consensus, he said.</p><p><blockquote>普里表示，尽管美联储可能会更加积极地缩减购债规模，可能会在3月份而不是6月份完成这一过程，但他预计美联储明年在利率问题上仍将“鸽派”。他表示，普里预测美联储明年只会加息一次，低于共识。</blockquote></p><p> \"We expect two rate hikes next year,\" said New York Life Investment's Goodwin.</p><p><blockquote>纽约人寿投资公司的古德温表示：“我们预计明年将加息两次。”</blockquote></p><p> Morgan Stanley's Shalett wrote in her 2022 outlook note that \"we see a classic reflationary rebalancing in which higher nominal and real rates reflect higher average growth and inflation rates.\" She also expects yield curves will steepen, profit margins to be squeezed by rising costs, and price-to-earnings ratios to compress in \"rate-sensitive sectors.\"</p><p><blockquote>摩根士丹利的Shalett在2022年展望报告中写道，“我们看到了经典的通货再平衡，名义利率和实际利率上升反映了平均增长率和通胀率上升。”她还预计，收益率曲线将变陡，利润率将因成本上升而受到挤压，“利率敏感行业”的市盈率将压缩。</blockquote></p><p> \"Within the U.S., we like reopening and reflationary themes and beneficiaries of higher bond yields,\" JPMorgan said in its report Wednesday. The bank's strategists expect the yield on the 10-year Treasury note will rise to 2.25% by the end of next year, the report shows.</p><p><blockquote>摩根大通在周三的报告中表示：“在美国，我们喜欢重新开放和通货再膨胀主题以及债券收益率上升的受益者。”报告显示，该行策略师预计，到明年年底，10年期国债收益率将升至2.25%。</blockquote></p><p></p><p> \"Our view is that 2022 will be the year of a full global recovery, an end of the global pandemic, and a return to normal conditions we had prior to the COVID-19 outbreak,\" Marko Kolanovic, chief global markets strategist at JPMorgan, and the bank's global co-head of research Hussein Malik wrote in the report Wednesday.</p><p><blockquote>摩根大通首席全球市场策略师Marko Kolanovic表示：“我们的观点是，2022年将是全球全面复苏、全球大流行结束、恢复到COVID-19爆发前正常状况的一年。”该行全球研究联席主管侯赛因·马利克周三在报告中写道。</blockquote></p><p> According to Shalett, \"on most counts, 2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes.\"</p><p><blockquote>Shalett表示，“从大多数方面来看，2022年将是关键的一年，全球大流行造成的失衡开始解决，商业周期从极端情况正常化。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/proceed-with-caution-heres-what-wall-street-analysts-see-for-the-u-s-stock-market-in-2022-11638986154?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":{"SH":"做空标普500-Proshares","BK4127":"投资银行业与经纪业","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","IVV":"标普500ETF-iShares","SPY":"标普500ETF","IDNA":"iShares Genomics Immunology and Healthcare ETF",".DJI":"道琼斯","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","MS":"摩根士丹利",".SPX":"S&P 500 Index","OEX":"标普100"},"source_url":"https://www.marketwatch.com/story/proceed-with-caution-heres-what-wall-street-analysts-see-for-the-u-s-stock-market-in-2022-11638986154?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190503698","content_text":"'2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes,' says Morgan Stanley's Lisa Shalett\n‘Marginally tighter monetary policy’ should be a headwind for markets in 2022, JPMorgan strategists say\nThe recent spike in market volatility may herald a bumpier U.S. stock market in 2022, as investors come to grips with an inflection point in monetary policy in the pandemic.\n\"There probably will be some elevated volatility around the potential tightening of Fed policy,\" said Shawn Snyder, head of investment strategy at Citigroup's U.S. consumer wealth management division, in a phone interview. \"Omicron throws in a bit of a wrench\" to the 2022 outlook, he said of the new variant of the coronavirus, though investors have appeared encouraged by some early signs that it may be less dangerous than initially feared.\nThe CBOE Volatility Index , or VIX, jumped in late November and remains above its 200-day moving average even after subsiding since last week, according to FactSet data. The VIX broke above 30 last week for the first time since the first quarter of 2021, the data show, amid market jitters over the emergence of omicron and the potential move by the Federal Reserve to remove some accommodation from the market faster than investors had anticipated.\n\"That's a big transition that creates tension for investors,\" said Lauren Goodwin, economist and director of portfolio strategy at New York Life Investment, in a phone interview. The Fed looks to be positioning for more flexibility for potential interest rate hikes next year, with increased inflationary pressure likely to mean more rate rises in 2022 than currently expected, creating more market risk, she said.\nSome investors worry that interest rate-sensitive growth and technology stocks would be particularly vulnerable should the Fed aggressively tighten its monetary policy through rate hikes. The S&P 500 index, which has a large exposure to tech, is on track for a third straight year of strong gains after rising almost 25% in 2021 through Tuesday, according to FactSet.\nThe U.S. stock market will probably deliver more modest gains \"accompanied by higher volatility\" next year, Jeffrey Kleintop, chief global investment strategist at Charles Schwab, told MarketWatch by phone.\nGoodwin said she also expects increased volatility, amid transitions that include the fading of the fiscal stimulus that provided direct support to consumers during the COVID-19 crisis and the Fed taking its \"foot off the gas\" in the economic recovery. She expects \"much lower\" stock-market returns next year compared to gains so far in 2021.\n\"Most of the equity upside should be realized between now\" and the first half of 2022, \"when monetary and fiscal policy tailwinds will be strongest,\" JPMorgan Chase & Co. strategists said in a 2022 outlook report Wednesday.\nWall Street banks have been rolling out their 2022 forecasts for the S&P 500, with Goldman Sachs Group and JPMorgan being among the most bullish on U.S. stocks.\nGoldman expects the S&P 500 will end 2022 at 5,100, according to a portfolio strategy research report from the bank dated Dec. 3. Meanwhile, JPMorgan analysts predicted in a research report at the end of November that the U.S. stock benchmark will rise next year to 5,050, partly on \"robust earnings growth\" and easing supply chain woes. RBC Capital Markets has forecast the same price target as JPMorgan, while Deutsche Bank predicts the S&P 500 will end next year at 5,000, according to a slide presentation from its chief investment office.\nMeanwhile, Citigroup set an S&P 500 target of 4,900 for the end of 2022, a research report from the bank in late October shows. Coming in below that level, Barclays predicted in a U.S. equity strategy report this month that the index will finish next year at 4,800.\n\"Proceed with caution,\" the Barclays analysts wrote in their 2022 outlook report dated Dec. 2. \"We see limited upside for equities next year,\" they said. In their view, \"household and corporate cash hoards should support modest earnings growth but persistent supply chain woes, reversal of goods consumption to trend are key tail risks.\"\nBank of America's analysts have a lower price target than Barclays for the S&P 500 next year, with a BofA Global Research report last month showing the benchmark will end 2022 at 4,600.\n\"Unfortunately we see a lot of similarities between today and 2000 -- the tech bubble peak,\" said Savita Subramanian, head of equity and quant strategy at BofA, during a late November media briefing on their U.S. stock market outlook.\nMorgan Stanley has a more bearish outlook for next year that puts the S&P 500 below the index's close Tuesday at 4,686.75. A report Monday from the bank's wealth management division shows a base-case forecast of 4,400 for the S&P 500 at the end of 2022 even with an expected gain in earnings.\n\"We expect the S&P 500 to be range-bound and volatile, and bond returns to be negative net of inflation,\" said Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management, in the note. \"Fixed income should be reduced to fund greater exposure to real assets and to absolute return funds.\"\nThe core of Morgan Stanley's \"cautious\" view on the S&P 500 is based on price-to-earnings ratios typically compressing during \"a midcycle transition,\" Shalett said. She pointed to a chart in her note showing that \"median stock has traversed the midcycle transition.\"\nMORGAN STANLEY WEALTH MANAGEMENT REPORT DATED DEC. 6, 2021\nThe chart shows \"the median S&P 500 stock has corrected 15% from its 52-week high,\" but the index has been kept aloft by the 15 largest companies now accounting for 40% of its market capitalization, according to her note.\n\"While they may be great companies, we are less convinced they will all be great stocks in 2022 as financial conditions tighten, interest rates rise, employment costs increase and inflation remains challenging,\" Shalett said. \"We think profit margins for the top 15 have peaked.\"\nIn Morgan Stanley's view, \"this suggests investors should move toward stock picking and away from passive index funds,\" her note shows.\nJPMorgan expects that \"international equities, emerging markets and cyclical market segments will significantly outperform,\" according to its report Wednesday.\n\"The reason for this is our expectation for increasing interest rates and marginally tighter monetary policy that should be a headwind for high-multiple markets such as the Nasdaq,\" the JPMorgan strategists wrote, citing the tech-laden Nasdaq Composite Index .\nCiti's Snyder told MarketWatch that during \"midcycle\" he likes high-quality stocks, \"dividend-growers\" and global healthcare equities. Consistent earnings growth and \"reasonable valuations\" make healthcare attractive, he said, and stock bets in the area can serve as \"a volatility dampener\" in portfolios.\nImmunology is one of three megatrends poised to accelerate next year as \"a range of next-gen oncological therapeutics come up for approval and enable more targeted cancer treatment,\" according to Jeff Spiegel, head of U.S. iShares megatrend and international ETFs. Shares of the iShares Genomics Immunology and Healthcare ETF were up about 0.2% this year based on midday trading Wednesday, FactSet data show, at last check.\nTwo other megatrends to watch in 2022 are \"digital transformation\" intensifying through the cloud, 5G and cybersecurity, and \"automation technologies\" such as robotics and artificial intelligence, Spiegel wrote in a report this month. Automation technologies should grow \"in response to ongoing supply chain bottlenecks and wage inflation\" in the pandemic, he wrote.\n\"I think we'll actually be dealing with gluts next year rather than shortages,\" said Charles Schwab's Kleintop. \"That will help drive down inflation, particularly in the second half of next year, making an aggressive path of rate hikes unlikely.\"\nThe market is expecting three rate hikes by the U.S. central bank in 2022 after Fed Chair Jerome Powell signaled last week that it may speed up the tapering of its monthly asset purchases, said Deepak Puri, Deutsche Bank's CIO for the America, during a media briefing Monday on his outlook for next year.\nWhile the Fed may become more aggressive in tapering its bond purchases, potentially completing the process in March instead of June, said Puri, he expects the Fed will still be \"dovish\" on rates next year. Puri forecasts that the Fed will raise rates just once next year, which is below consensus, he said.\n\"We expect two rate hikes next year,\" said New York Life Investment's Goodwin.\nMorgan Stanley's Shalett wrote in her 2022 outlook note that \"we see a classic reflationary rebalancing in which higher nominal and real rates reflect higher average growth and inflation rates.\" She also expects yield curves will steepen, profit margins to be squeezed by rising costs, and price-to-earnings ratios to compress in \"rate-sensitive sectors.\"\n\"Within the U.S., we like reopening and reflationary themes and beneficiaries of higher bond yields,\" JPMorgan said in its report Wednesday. 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PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693388493","repostId":"2192039709","repostType":4,"repost":{"id":"2192039709","kind":"highlight","pubTimestamp":1639970366,"share":"https://www.laohu8.com/m/news/2192039709?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:19","market":"us","language":"en","title":"Why inflation and the U.S. policy response will be key for markets in 2022<blockquote>为什么通胀和美国政策反应将是2022年市场的关键</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2192039709","media":"MarketWatch","summary":"Federal Reserve's inflation battle in 2022 will hinge on economic growth\nHow the Federal Reserve and","content":"<p>Federal Reserve's inflation battle in 2022 will hinge on economic growth</p><p><blockquote>美联储2022年的通胀之战将取决于经济增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9ff44f1cb6fee19f2a4a8710c451c8a\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>How the Federal Reserve and policy makers in Washington react to inflation pressures will be a key factor for markets in the coming year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美联储和华盛顿政策制定者如何应对通胀压力将是未来一年市场的关键因素。</span></p></blockquote></p><p> U.S. financial markets have been pretty smooth sailing for investors this year, with the Federal Reserve's easy-money policies helping to iron out rough patches during the pandemic.</p><p><blockquote>今年，美国金融市场对投资者来说相当顺利，美联储的宽松货币政策帮助缓解了疫情期间的困难。</blockquote></p><p> In the final weeks of December, the S&amp;P 500 index was up 23% on the year, while U.S. \"junk bond\" yields with speculative-grade&nbsp;ratings were near historic lows around 4.5% . The broad stock market rally has made it easy to draw links between soaring asset prices and the Fed's bond buying program and heaps of fiscal aid from Washington.</p><p><blockquote>在12月的最后几周，标普500指数同比上涨23%，而具有投机级评级的美国“垃圾债券”收益率接近4.5%左右的历史低点。股市的广泛上涨使得人们很容易将飙升的资产价格与美联储的债券购买计划和华盛顿的大量财政援助联系起来。</blockquote></p><p> But that's all about to change with Fed Chairman Jerome Powell now squarely focused on keeping sharply higher costs of living from derailing the U.S. economy, and with investors expecting 2022 to be when markets really get interesting.</p><p><blockquote>但随着美联储主席杰罗姆·鲍威尔现在专注于防止生活成本急剧上升导致美国经济脱轨，这一切都即将改变，投资者预计2022年将是市场真正变得有趣的时候。</blockquote></p><p> \"I think inflation is the variable for 2022, because that's going to be what drives policy,\" said Jim Caron, senior portfolio manager at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> Investment Management, in a phone interview Friday. \"Policy has been driving asset performance.\"</p><p><blockquote>“我认为通胀是2022年的变量，因为这将是推动政策的因素，”高级投资组合经理Jim Caron表示。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>投资管理，在周五的电话采访中。“政策一直在推动资产表现。”</blockquote></p><p> And with policy something of a wild card in the coming months, particularly as the government looks to tamp down price pressures, without hamstringing the economy, Caron said he's urging investors to keep some cash on hand for buying opportunities in what could be \"a very volatile and choppy year.\"</p><p><blockquote>卡隆表示，由于未来几个月的政策有些不确定，特别是在政府希望在不削弱经济的情况下减轻价格压力的情况下，他敦促投资者手头保留一些现金，以便在可能“非常不稳定和动荡的一年。”</blockquote></p><p> <b>Inflation matters, so does growth</b></p><p><blockquote><b>通胀很重要，增长也很重要</b></blockquote></p><p> U.S. stocks tumbled to their worst weekly losses in three weeks Friday, after the Fed on Wednesday outlined more aggressive plans to end its massive bond-buying program and penciled in three benchmark interest rate increases next year.</p><p><blockquote>美国股市周五跌至三周来最大单周跌幅，此前美联储周三概述了结束大规模债券购买计划的更激进计划，并预计明年将加息三次。</blockquote></p><p> Over the next few months, investors will look for the U.S. central bank to engineer a soft landing for markets as it attempts to switch gears and tighten accommodative monetary policies to fight inflation running at 1980s levels, but also keep the economy advancing.</p><p><blockquote>未来几个月，投资者将期待美联储为市场设计软着陆，因为它试图改变策略并收紧宽松货币政策，以对抗20世纪80年代水平的通胀，同时保持经济增长。</blockquote></p><p> Like Europe, the U.S. also may need to balance policy with potential economic setbacks as coronavirus variants begin to drive another startling wave of winter COVID-19 infections and restrictions on consumer and business activity.</p><p><blockquote>与欧洲一样，美国也可能需要平衡政策与潜在的经济挫折，因为冠状病毒变种开始引发另一波令人震惊的冬季COVID-19感染浪潮以及对消费者和商业活动的限制。</blockquote></p><p> \"If GDP growth disappoints and inflation remains high, it will be tough for the Fed to raise rates 75 basis points next year,\" said D.A. Davidson's James Ragan, director of wealth management research.</p><p><blockquote>D.A.表示：“如果GDP增长令人失望且通胀居高不下，美联储明年将很难加息75个基点。”戴维森财富管理研究总监詹姆斯·拉冈。</blockquote></p><p> While Fed officials increased their 2022 GDP growth forecast to 4% next year from 3.8% earlier, still above the historical trend, that's lower than the 5.5% growth expected this year. \"That type of GDP growth should support Fed rate increases and higher long-term rates,\" Ragan said, in a phone interview. Although, with the 10-year Treasury yield near 1.4%, Ragan said the bond market has been exhibiting some doubts about how much room the Fed may have to interest raise rates in the next 12 months.</p><p><blockquote>尽管美联储官员将2022年GDP增长预期从早些时候的3.8%上调至明年的4%，仍高于历史趋势，但低于今年5.5%的增长预期。拉根在电话采访中表示：“这种类型的GDP增长应该会支持美联储加息和提高长期利率。”尽管如此，随着10年期国债收益率接近1.4%，拉冈表示，债券市场对美联储在未来12个月内可能有多大加息空间表现出一些怀疑。</blockquote></p><p> \"I think bond investors are still concerned about long-term growth prospects, and a little worried that three rate hikes might be a little too much,\" he said.</p><p><blockquote>“我认为债券投资者仍然担心长期增长前景，有点担心三次加息可能有点过了，”他说。</blockquote></p><p> For stocks, Ragan worries about high valuations and uncertainty about future corporate earnings, particularly if inflation slows economic activity, consumers pull back spending or wage pressures translate to lower company earnings.</p><p><blockquote>对于股票，拉冈担心高估值和未来企业盈利的不确定性，特别是如果通胀减缓经济活动、消费者缩减支出或工资压力导致企业盈利下降。</blockquote></p><p> \"That's something to keep an eye on in early 2022,\" he said.</p><p><blockquote>“这是2022年初需要关注的事情，”他说。</blockquote></p><p> <b>'Right thing' to do</b></p><p><blockquote><b>做“正确的事”</b></blockquote></p><p> Stephen Philipson, head of U.S. Bank's&nbsp;fixed income and capital markets group, said the Fed's more \"aggressive stance is the right thing to do to counter stubborn inflation,\" particularly with so much liquidity sloshing through financial markets during the pandemic.</p><p><blockquote>合众银行固定收益和资本市场部门负责人斯蒂芬·菲利普森表示，美联储采取更“激进的立场是对抗顽固通胀的正确做法”，特别是在疫情期间金融市场流动性如此之多的情况下。</blockquote></p><p> Philipson said he also sees looming interest rate increases as a likely catalyst for U.S. investment-grade companies&nbsp;to refinance some $1.25 trillion in debt coming due from 2023 and 2025, with coupons above 3%.</p><p><blockquote>Philipson表示，他还认为迫在眉睫的加息可能是美国投资级公司为2023年和2025年到期的约1.25万亿美元债务进行再融资的催化剂，票面利率高于3%。</blockquote></p><p> \"There's a meaningful amount of debt that could be pulled forward to refinance,\" he told MarketWatch. \"We've been calling for slightly down supply for the year, but I think with the Fed taking a more aggressive approach, it could accelerate refinancing of bonds coming due over the next few years.\"</p><p><blockquote>他告诉MarketWatch：“有大量债务可以提前进行再融资。”“我们一直呼吁今年的供应略有下降，但我认为，随着美联储采取更积极的做法，可能会加速未来几年到期债券的再融资。”</blockquote></p><p> The Dow Jones Industrial Average ended a volatile week 1.7% lower, while the S&amp;P 500 ended down 1.9%. The Nasdaq Composite Index tumbled 3%, with all three booking the worst week of declines since Nov. 26, according to Dow Jones Market Data.</p><p><blockquote>道琼斯工业平均指数本周收盘下跌1.7%，标普500收盘下跌1.9%。根据道琼斯市场数据，纳斯达克综合指数下跌3%，这三个指数均创下自11月26日以来最严重的一周跌幅。</blockquote></p><p></p><p> Midweek, before Friday's Christmas Eve holiday, will see a fresh slate of U.S. economic data, including December's updated consumer confidence index and existing home sales on Wednesday. But it will be Thursday with a deluge that includes weekly initial jobless claims for the week of Dec. 18, but also November updates on core inflation, personal income, consumer spending, durable goods orders and more.</p><p><blockquote>周中，即周五平安夜假期之前，将公布一系列新的美国经济数据，包括周三更新的12月消费者信心指数和成屋销售。但周四将迎来大量数据，其中包括12月18日当周每周首次申请失业救济人数，以及11月份核心通胀、个人收入、消费者支出、耐用品订单等方面的最新数据。</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>Why inflation and the U.S. policy response will be key for markets in 2022<blockquote>为什么通胀和美国政策反应将是2022年市场的关键</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 inflation and the U.S. policy response will be key for markets in 2022<blockquote>为什么通胀和美国政策反应将是2022年市场的关键</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-20 11:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Federal Reserve's inflation battle in 2022 will hinge on economic growth</p><p><blockquote>美联储2022年的通胀之战将取决于经济增长</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9ff44f1cb6fee19f2a4a8710c451c8a\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>How the Federal Reserve and policy makers in Washington react to inflation pressures will be a key factor for markets in the coming year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美联储和华盛顿政策制定者如何应对通胀压力将是未来一年市场的关键因素。</span></p></blockquote></p><p> U.S. financial markets have been pretty smooth sailing for investors this year, with the Federal Reserve's easy-money policies helping to iron out rough patches during the pandemic.</p><p><blockquote>今年，美国金融市场对投资者来说相当顺利，美联储的宽松货币政策帮助缓解了疫情期间的困难。</blockquote></p><p> In the final weeks of December, the S&amp;P 500 index was up 23% on the year, while U.S. \"junk bond\" yields with speculative-grade&nbsp;ratings were near historic lows around 4.5% . The broad stock market rally has made it easy to draw links between soaring asset prices and the Fed's bond buying program and heaps of fiscal aid from Washington.</p><p><blockquote>在12月的最后几周，标普500指数同比上涨23%，而具有投机级评级的美国“垃圾债券”收益率接近4.5%左右的历史低点。股市的广泛上涨使得人们很容易将飙升的资产价格与美联储的债券购买计划和华盛顿的大量财政援助联系起来。</blockquote></p><p> But that's all about to change with Fed Chairman Jerome Powell now squarely focused on keeping sharply higher costs of living from derailing the U.S. economy, and with investors expecting 2022 to be when markets really get interesting.</p><p><blockquote>但随着美联储主席杰罗姆·鲍威尔现在专注于防止生活成本急剧上升导致美国经济脱轨，这一切都即将改变，投资者预计2022年将是市场真正变得有趣的时候。</blockquote></p><p> \"I think inflation is the variable for 2022, because that's going to be what drives policy,\" said Jim Caron, senior portfolio manager at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> Investment Management, in a phone interview Friday. \"Policy has been driving asset performance.\"</p><p><blockquote>“我认为通胀是2022年的变量，因为这将是推动政策的因素，”高级投资组合经理Jim Caron表示。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>投资管理，在周五的电话采访中。“政策一直在推动资产表现。”</blockquote></p><p> And with policy something of a wild card in the coming months, particularly as the government looks to tamp down price pressures, without hamstringing the economy, Caron said he's urging investors to keep some cash on hand for buying opportunities in what could be \"a very volatile and choppy year.\"</p><p><blockquote>卡隆表示，由于未来几个月的政策有些不确定，特别是在政府希望在不削弱经济的情况下减轻价格压力的情况下，他敦促投资者手头保留一些现金，以便在可能“非常不稳定和动荡的一年。”</blockquote></p><p> <b>Inflation matters, so does growth</b></p><p><blockquote><b>通胀很重要，增长也很重要</b></blockquote></p><p> U.S. stocks tumbled to their worst weekly losses in three weeks Friday, after the Fed on Wednesday outlined more aggressive plans to end its massive bond-buying program and penciled in three benchmark interest rate increases next year.</p><p><blockquote>美国股市周五跌至三周来最大单周跌幅，此前美联储周三概述了结束大规模债券购买计划的更激进计划，并预计明年将加息三次。</blockquote></p><p> Over the next few months, investors will look for the U.S. central bank to engineer a soft landing for markets as it attempts to switch gears and tighten accommodative monetary policies to fight inflation running at 1980s levels, but also keep the economy advancing.</p><p><blockquote>未来几个月，投资者将期待美联储为市场设计软着陆，因为它试图改变策略并收紧宽松货币政策，以对抗20世纪80年代水平的通胀，同时保持经济增长。</blockquote></p><p> Like Europe, the U.S. also may need to balance policy with potential economic setbacks as coronavirus variants begin to drive another startling wave of winter COVID-19 infections and restrictions on consumer and business activity.</p><p><blockquote>与欧洲一样，美国也可能需要平衡政策与潜在的经济挫折，因为冠状病毒变种开始引发另一波令人震惊的冬季COVID-19感染浪潮以及对消费者和商业活动的限制。</blockquote></p><p> \"If GDP growth disappoints and inflation remains high, it will be tough for the Fed to raise rates 75 basis points next year,\" said D.A. Davidson's James Ragan, director of wealth management research.</p><p><blockquote>D.A.表示：“如果GDP增长令人失望且通胀居高不下，美联储明年将很难加息75个基点。”戴维森财富管理研究总监詹姆斯·拉冈。</blockquote></p><p> While Fed officials increased their 2022 GDP growth forecast to 4% next year from 3.8% earlier, still above the historical trend, that's lower than the 5.5% growth expected this year. \"That type of GDP growth should support Fed rate increases and higher long-term rates,\" Ragan said, in a phone interview. Although, with the 10-year Treasury yield near 1.4%, Ragan said the bond market has been exhibiting some doubts about how much room the Fed may have to interest raise rates in the next 12 months.</p><p><blockquote>尽管美联储官员将2022年GDP增长预期从早些时候的3.8%上调至明年的4%，仍高于历史趋势，但低于今年5.5%的增长预期。拉根在电话采访中表示：“这种类型的GDP增长应该会支持美联储加息和提高长期利率。”尽管如此，随着10年期国债收益率接近1.4%，拉冈表示，债券市场对美联储在未来12个月内可能有多大加息空间表现出一些怀疑。</blockquote></p><p> \"I think bond investors are still concerned about long-term growth prospects, and a little worried that three rate hikes might be a little too much,\" he said.</p><p><blockquote>“我认为债券投资者仍然担心长期增长前景，有点担心三次加息可能有点过了，”他说。</blockquote></p><p> For stocks, Ragan worries about high valuations and uncertainty about future corporate earnings, particularly if inflation slows economic activity, consumers pull back spending or wage pressures translate to lower company earnings.</p><p><blockquote>对于股票，拉冈担心高估值和未来企业盈利的不确定性，特别是如果通胀减缓经济活动、消费者缩减支出或工资压力导致企业盈利下降。</blockquote></p><p> \"That's something to keep an eye on in early 2022,\" he said.</p><p><blockquote>“这是2022年初需要关注的事情，”他说。</blockquote></p><p> <b>'Right thing' to do</b></p><p><blockquote><b>做“正确的事”</b></blockquote></p><p> Stephen Philipson, head of U.S. Bank's&nbsp;fixed income and capital markets group, said the Fed's more \"aggressive stance is the right thing to do to counter stubborn inflation,\" particularly with so much liquidity sloshing through financial markets during the pandemic.</p><p><blockquote>合众银行固定收益和资本市场部门负责人斯蒂芬·菲利普森表示，美联储采取更“激进的立场是对抗顽固通胀的正确做法”，特别是在疫情期间金融市场流动性如此之多的情况下。</blockquote></p><p> Philipson said he also sees looming interest rate increases as a likely catalyst for U.S. investment-grade companies&nbsp;to refinance some $1.25 trillion in debt coming due from 2023 and 2025, with coupons above 3%.</p><p><blockquote>Philipson表示，他还认为迫在眉睫的加息可能是美国投资级公司为2023年和2025年到期的约1.25万亿美元债务进行再融资的催化剂，票面利率高于3%。</blockquote></p><p> \"There's a meaningful amount of debt that could be pulled forward to refinance,\" he told MarketWatch. \"We've been calling for slightly down supply for the year, but I think with the Fed taking a more aggressive approach, it could accelerate refinancing of bonds coming due over the next few years.\"</p><p><blockquote>他告诉MarketWatch：“有大量债务可以提前进行再融资。”“我们一直呼吁今年的供应略有下降，但我认为，随着美联储采取更积极的做法，可能会加速未来几年到期债券的再融资。”</blockquote></p><p> The Dow Jones Industrial Average ended a volatile week 1.7% lower, while the S&amp;P 500 ended down 1.9%. The Nasdaq Composite Index tumbled 3%, with all three booking the worst week of declines since Nov. 26, according to Dow Jones Market Data.</p><p><blockquote>道琼斯工业平均指数本周收盘下跌1.7%，标普500收盘下跌1.9%。根据道琼斯市场数据，纳斯达克综合指数下跌3%，这三个指数均创下自11月26日以来最严重的一周跌幅。</blockquote></p><p></p><p> Midweek, before Friday's Christmas Eve holiday, will see a fresh slate of U.S. economic data, including December's updated consumer confidence index and existing home sales on Wednesday. But it will be Thursday with a deluge that includes weekly initial jobless claims for the week of Dec. 18, but also November updates on core inflation, personal income, consumer spending, durable goods orders and more.</p><p><blockquote>周中，即周五平安夜假期之前，将公布一系列新的美国经济数据，包括周三更新的12月消费者信心指数和成屋销售。但周四将迎来大量数据，其中包括12月18日当周每周首次申请失业救济人数，以及11月份核心通胀、个人收入、消费者支出、耐用品订单等方面的最新数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-inflation-and-the-u-s-policy-response-will-be-key-for-markets-in-2022-11639795830?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":{"BK4561":"索罗斯持仓",".SPX":"S&P 500 Index","USB":"美国合众银行",".DJI":"道琼斯","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4207":"综合性银行",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/why-inflation-and-the-u-s-policy-response-will-be-key-for-markets-in-2022-11639795830?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192039709","content_text":"Federal Reserve's inflation battle in 2022 will hinge on economic growth\nHow the Federal Reserve and policy makers in Washington react to inflation pressures will be a key factor for markets in the coming year.\nU.S. financial markets have been pretty smooth sailing for investors this year, with the Federal Reserve's easy-money policies helping to iron out rough patches during the pandemic.\nIn the final weeks of December, the S&P 500 index was up 23% on the year, while U.S. \"junk bond\" yields with speculative-grade ratings were near historic lows around 4.5% . The broad stock market rally has made it easy to draw links between soaring asset prices and the Fed's bond buying program and heaps of fiscal aid from Washington.\nBut that's all about to change with Fed Chairman Jerome Powell now squarely focused on keeping sharply higher costs of living from derailing the U.S. economy, and with investors expecting 2022 to be when markets really get interesting.\n\"I think inflation is the variable for 2022, because that's going to be what drives policy,\" said Jim Caron, senior portfolio manager at Morgan Stanley Investment Management, in a phone interview Friday. \"Policy has been driving asset performance.\"\nAnd with policy something of a wild card in the coming months, particularly as the government looks to tamp down price pressures, without hamstringing the economy, Caron said he's urging investors to keep some cash on hand for buying opportunities in what could be \"a very volatile and choppy year.\"\nInflation matters, so does growth\nU.S. stocks tumbled to their worst weekly losses in three weeks Friday, after the Fed on Wednesday outlined more aggressive plans to end its massive bond-buying program and penciled in three benchmark interest rate increases next year.\nOver the next few months, investors will look for the U.S. central bank to engineer a soft landing for markets as it attempts to switch gears and tighten accommodative monetary policies to fight inflation running at 1980s levels, but also keep the economy advancing.\nLike Europe, the U.S. also may need to balance policy with potential economic setbacks as coronavirus variants begin to drive another startling wave of winter COVID-19 infections and restrictions on consumer and business activity.\n\"If GDP growth disappoints and inflation remains high, it will be tough for the Fed to raise rates 75 basis points next year,\" said D.A. Davidson's James Ragan, director of wealth management research.\nWhile Fed officials increased their 2022 GDP growth forecast to 4% next year from 3.8% earlier, still above the historical trend, that's lower than the 5.5% growth expected this year. \"That type of GDP growth should support Fed rate increases and higher long-term rates,\" Ragan said, in a phone interview. Although, with the 10-year Treasury yield near 1.4%, Ragan said the bond market has been exhibiting some doubts about how much room the Fed may have to interest raise rates in the next 12 months.\n\"I think bond investors are still concerned about long-term growth prospects, and a little worried that three rate hikes might be a little too much,\" he said.\nFor stocks, Ragan worries about high valuations and uncertainty about future corporate earnings, particularly if inflation slows economic activity, consumers pull back spending or wage pressures translate to lower company earnings.\n\"That's something to keep an eye on in early 2022,\" he said.\n'Right thing' to do\nStephen Philipson, head of U.S. Bank's fixed income and capital markets group, said the Fed's more \"aggressive stance is the right thing to do to counter stubborn inflation,\" particularly with so much liquidity sloshing through financial markets during the pandemic.\nPhilipson said he also sees looming interest rate increases as a likely catalyst for U.S. investment-grade companies to refinance some $1.25 trillion in debt coming due from 2023 and 2025, with coupons above 3%.\n\"There's a meaningful amount of debt that could be pulled forward to refinance,\" he told MarketWatch. \"We've been calling for slightly down supply for the year, but I think with the Fed taking a more aggressive approach, it could accelerate refinancing of bonds coming due over the next few years.\"\nThe Dow Jones Industrial Average ended a volatile week 1.7% lower, while the S&P 500 ended down 1.9%. The Nasdaq Composite Index tumbled 3%, with all three booking the worst week of declines since Nov. 26, according to Dow Jones Market Data.\nMidweek, before Friday's Christmas Eve holiday, will see a fresh slate of U.S. economic data, including December's updated consumer confidence index and existing home sales on Wednesday. But it will be Thursday with a deluge that includes weekly initial jobless claims for the week of Dec. 18, but also November updates on core inflation, personal income, consumer spending, durable goods orders and more.","news_type":1,"symbols_score_info":{"USB":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690054256,"gmtCreate":1639616278800,"gmtModify":1639616278800,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"✌️✌️✌️","listText":"✌️✌️✌️","text":"✌️✌️✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690054256","repostId":"1192225285","repostType":2,"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693386387,"gmtCreate":1639971218175,"gmtModify":1639971218241,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693386387","repostId":"1155306648","repostType":4,"repost":{"id":"1155306648","kind":"news","pubTimestamp":1639969754,"share":"https://www.laohu8.com/m/news/1155306648?lang=zh_CN&edition=full","pubTime":"2021-12-20 11:09","market":"us","language":"en","title":"Netflix Stock: Here's How India Can Impact Its Future Earnings<blockquote>Netflix股票：以下是印度如何影响其未来盈利</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155306648","media":"TheStreet","summary":"The quest for more subscribers in the Streaming Wars has caused Netflix to lower its prices in India","content":"<p>The quest for more subscribers in the Streaming Wars has caused Netflix to lower its prices in India. But here's why this could be a good sign.</p><p><blockquote>在流媒体战争中寻求更多用户导致网飞降低了在印度的价格。但这就是为什么这可能是一个好兆头。</blockquote></p><p> In the ongoing Streaming Wars, rival video giants have had to adopt different strategies in order to stay ahead of the competition.</p><p><blockquote>在正在进行的流媒体战争中，竞争对手视频巨头不得不采取不同的策略，以保持竞争优势。</blockquote></p><p> That's certainly been the case with Netflix. This week, the company decided to cut subscription prices in India.</p><p><blockquote>Netflix的情况确实如此。本周，该公司决定下调印度的认购价格。</blockquote></p><p> While the South Asian country isn't Netflix's main target market, its performance there could be an important factor in predicting NFLX stock's future growth.</p><p><blockquote>虽然这个南亚国家不是Netflix的主要目标市场，但其在那里的表现可能是预测NFLX股票未来增长的重要因素。</blockquote></p><p> Let's explore why.</p><p><blockquote>让我们来探讨一下原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15d8cde6e2a4cc861d11e836c35818ca\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"><span>Figure 1: Netflix content focused on Indian audiences.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：网飞内容专注于印度观众。</span></p></blockquote></p><p> <b>What Did Netflix Do?</b></p><p><blockquote><b>网飞做了什么？</b></blockquote></p><p> Netflix slashed its subscription prices in India by 60% in a bid to stay ahead of its main competitors in that country -- namely, Disney&nbsp;and Amazon. For years, Netflix had been more expensive than its rivals in India.</p><p><blockquote>Netflix将其在印度的订阅价格下调了60%，以保持领先于该国主要竞争对手迪士尼和亚马逊。多年来，Netflix的价格一直高于印度的竞争对手。</blockquote></p><p> Netflix is hoping that its price cut will capture a larger market and ensure its dominance in the South Asian country.</p><p><blockquote>Netflix希望降价能够占领更大的市场，并确保其在这个南亚国家的主导地位。</blockquote></p><p> Here's a comparison of the current prices for streaming services in India:</p><p><blockquote>以下是印度流媒体服务当前价格的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e42c207b1e5bc4ed5fcc8bb953a04a36\" tg-width=\"400\" tg-height=\"186\" referrerpolicy=\"no-referrer\"><span>Figure 2: Streaming platforms prices on India.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：印度流媒体平台价格。</span></p></blockquote></p><p> (US $ 1 = 75,8600 rupees)</p><p><blockquote>(1美元=75,860 0卢比)</blockquote></p><p> Netflix previously cost 499,000 rupees (roughly $6.60).</p><p><blockquote>Netflix之前的售价为499,000卢比（约合6.60美元）。</blockquote></p><p> Why Did Netflix Cut Prices in India?</p><p><blockquote>Netflix为何在印度降价？</blockquote></p><p> India is the second most populous country in the world. Currently, around 1.4 billion people live there.</p><p><blockquote>印度是世界上第二大人口大国。目前，大约有14亿人生活在那里。</blockquote></p><p> However, not all of them have internet -- and, therefore, Netflix -- access.</p><p><blockquote>然而，并不是所有的人都可以上网，因此也可以上网。</blockquote></p><p> According to Statista, internet penetration in India is only 50%. However, that percentage is growing, motivating Netflix to invest in content streaming in the country.</p><p><blockquote>根据Statista的数据，印度的互联网普及率只有50%。然而，这一比例正在增长，促使网飞投资该国的内容流媒体。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/653307f7e4b643f7698a0954a7c109f5\" tg-width=\"847\" tg-height=\"409\" referrerpolicy=\"no-referrer\"><span>Figure 3: Internet penetration rate percentage in India.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：印度互联网普及率百分比。</span></p></blockquote></p><p> <b>Market Share: The Most Important Metric</b></p><p><blockquote><b>市场份额：最重要的指标</b></blockquote></p><p> Netflix doesn't have the huge market share in India that it does in the U.S.</p><p><blockquote>Netflix在印度的市场份额不如在美国那么大。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b3ab6c4b8090983c2f9da4e95a9317a\" tg-width=\"552\" tg-height=\"286\" referrerpolicy=\"no-referrer\"><span>Figure 4: India video streaming market share (Q2 2021).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图4：印度视频流媒体市场份额（Q2 2021）。</span></p></blockquote></p><p> So the company has been forced to try some aggressive strategies, such as lowering its subscription prices.</p><p><blockquote>因此，该公司被迫尝试一些激进的策略，例如降低订阅价格。</blockquote></p><p> Even if the lower prices result in profit loss, they could translate to a larger customer base in the massive Asian country. As more people come online in India, they have the potential to become an important source of revenue for the company.</p><p><blockquote>即使较低的价格导致利润损失，它们也可以转化为这个庞大的亚洲国家更大的客户群。随着越来越多的人在印度上网，他们有可能成为公司的重要收入来源。</blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> In most cases, investors don't view price cuts as good moves. After all, they mean lower returns.</p><p><blockquote>在大多数情况下，投资者并不认为降价是好举措。毕竟，它们意味着更低的回报。</blockquote></p><p> However, in the case of companies that are still growing and gradually increasing their market share, it can be a good strategy.</p><p><blockquote>然而，对于仍在成长并逐渐增加市场份额的公司来说，这可能是一个很好的策略。</blockquote></p><p> Looking specifically at Netflix, we think this could translate to long-term gains for the stock with little impact on NFLX in the short term.</p><p><blockquote>具体来看Netflix，我们认为这可能会转化为该股的长期收益，短期内对NFLX的影响很小。</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>Netflix Stock: Here's How India Can Impact Its Future Earnings<blockquote>Netflix股票：以下是印度如何影响其未来盈利</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\">\nNetflix Stock: Here's How India Can Impact Its Future Earnings<blockquote>Netflix股票：以下是印度如何影响其未来盈利</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-20 11:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The quest for more subscribers in the Streaming Wars has caused Netflix to lower its prices in India. But here's why this could be a good sign.</p><p><blockquote>在流媒体战争中寻求更多用户导致网飞降低了在印度的价格。但这就是为什么这可能是一个好兆头。</blockquote></p><p> In the ongoing Streaming Wars, rival video giants have had to adopt different strategies in order to stay ahead of the competition.</p><p><blockquote>在正在进行的流媒体战争中，竞争对手视频巨头不得不采取不同的策略，以保持竞争优势。</blockquote></p><p> That's certainly been the case with Netflix. This week, the company decided to cut subscription prices in India.</p><p><blockquote>Netflix的情况确实如此。本周，该公司决定下调印度的认购价格。</blockquote></p><p> While the South Asian country isn't Netflix's main target market, its performance there could be an important factor in predicting NFLX stock's future growth.</p><p><blockquote>虽然这个南亚国家不是Netflix的主要目标市场，但其在那里的表现可能是预测NFLX股票未来增长的重要因素。</blockquote></p><p> Let's explore why.</p><p><blockquote>让我们来探讨一下原因。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15d8cde6e2a4cc861d11e836c35818ca\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"><span>Figure 1: Netflix content focused on Indian audiences.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：网飞内容专注于印度观众。</span></p></blockquote></p><p> <b>What Did Netflix Do?</b></p><p><blockquote><b>网飞做了什么？</b></blockquote></p><p> Netflix slashed its subscription prices in India by 60% in a bid to stay ahead of its main competitors in that country -- namely, Disney&nbsp;and Amazon. For years, Netflix had been more expensive than its rivals in India.</p><p><blockquote>Netflix将其在印度的订阅价格下调了60%，以保持领先于该国主要竞争对手迪士尼和亚马逊。多年来，Netflix的价格一直高于印度的竞争对手。</blockquote></p><p> Netflix is hoping that its price cut will capture a larger market and ensure its dominance in the South Asian country.</p><p><blockquote>Netflix希望降价能够占领更大的市场，并确保其在这个南亚国家的主导地位。</blockquote></p><p> Here's a comparison of the current prices for streaming services in India:</p><p><blockquote>以下是印度流媒体服务当前价格的比较：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e42c207b1e5bc4ed5fcc8bb953a04a36\" tg-width=\"400\" tg-height=\"186\" referrerpolicy=\"no-referrer\"><span>Figure 2: Streaming platforms prices on India.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：印度流媒体平台价格。</span></p></blockquote></p><p> (US $ 1 = 75,8600 rupees)</p><p><blockquote>(1美元=75,860 0卢比)</blockquote></p><p> Netflix previously cost 499,000 rupees (roughly $6.60).</p><p><blockquote>Netflix之前的售价为499,000卢比（约合6.60美元）。</blockquote></p><p> Why Did Netflix Cut Prices in India?</p><p><blockquote>Netflix为何在印度降价？</blockquote></p><p> India is the second most populous country in the world. Currently, around 1.4 billion people live there.</p><p><blockquote>印度是世界上第二大人口大国。目前，大约有14亿人生活在那里。</blockquote></p><p> However, not all of them have internet -- and, therefore, Netflix -- access.</p><p><blockquote>然而，并不是所有的人都可以上网，因此也可以上网。</blockquote></p><p> According to Statista, internet penetration in India is only 50%. However, that percentage is growing, motivating Netflix to invest in content streaming in the country.</p><p><blockquote>根据Statista的数据，印度的互联网普及率只有50%。然而，这一比例正在增长，促使网飞投资该国的内容流媒体。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/653307f7e4b643f7698a0954a7c109f5\" tg-width=\"847\" tg-height=\"409\" referrerpolicy=\"no-referrer\"><span>Figure 3: Internet penetration rate percentage in India.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：印度互联网普及率百分比。</span></p></blockquote></p><p> <b>Market Share: The Most Important Metric</b></p><p><blockquote><b>市场份额：最重要的指标</b></blockquote></p><p> Netflix doesn't have the huge market share in India that it does in the U.S.</p><p><blockquote>Netflix在印度的市场份额不如在美国那么大。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b3ab6c4b8090983c2f9da4e95a9317a\" tg-width=\"552\" tg-height=\"286\" referrerpolicy=\"no-referrer\"><span>Figure 4: India video streaming market share (Q2 2021).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图4：印度视频流媒体市场份额（Q2 2021）。</span></p></blockquote></p><p> So the company has been forced to try some aggressive strategies, such as lowering its subscription prices.</p><p><blockquote>因此，该公司被迫尝试一些激进的策略，例如降低订阅价格。</blockquote></p><p> Even if the lower prices result in profit loss, they could translate to a larger customer base in the massive Asian country. As more people come online in India, they have the potential to become an important source of revenue for the company.</p><p><blockquote>即使较低的价格导致利润损失，它们也可以转化为这个庞大的亚洲国家更大的客户群。随着越来越多的人在印度上网，他们有可能成为公司的重要收入来源。</blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> In most cases, investors don't view price cuts as good moves. After all, they mean lower returns.</p><p><blockquote>在大多数情况下，投资者并不认为降价是好举措。毕竟，它们意味着更低的回报。</blockquote></p><p> However, in the case of companies that are still growing and gradually increasing their market share, it can be a good strategy.</p><p><blockquote>然而，对于仍在成长并逐渐增加市场份额的公司来说，这可能是一个很好的策略。</blockquote></p><p> Looking specifically at Netflix, we think this could translate to long-term gains for the stock with little impact on NFLX in the short term.</p><p><blockquote>具体来看Netflix，我们认为这可能会转化为该股的长期收益，短期内对NFLX的影响很小。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-heres-how-india-can-impact-its-future-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-heres-how-india-can-impact-its-future-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155306648","content_text":"The quest for more subscribers in the Streaming Wars has caused Netflix to lower its prices in India. But here's why this could be a good sign.\nIn the ongoing Streaming Wars, rival video giants have had to adopt different strategies in order to stay ahead of the competition.\nThat's certainly been the case with Netflix. This week, the company decided to cut subscription prices in India.\nWhile the South Asian country isn't Netflix's main target market, its performance there could be an important factor in predicting NFLX stock's future growth.\nLet's explore why.\nFigure 1: Netflix content focused on Indian audiences.\nWhat Did Netflix Do?\nNetflix slashed its subscription prices in India by 60% in a bid to stay ahead of its main competitors in that country -- namely, Disney and Amazon. For years, Netflix had been more expensive than its rivals in India.\nNetflix is hoping that its price cut will capture a larger market and ensure its dominance in the South Asian country.\nHere's a comparison of the current prices for streaming services in India:\nFigure 2: Streaming platforms prices on India.\n(US $ 1 = 75,8600 rupees)\nNetflix previously cost 499,000 rupees (roughly $6.60).\nWhy Did Netflix Cut Prices in India?\nIndia is the second most populous country in the world. Currently, around 1.4 billion people live there.\nHowever, not all of them have internet -- and, therefore, Netflix -- access.\nAccording to Statista, internet penetration in India is only 50%. However, that percentage is growing, motivating Netflix to invest in content streaming in the country.\nFigure 3: Internet penetration rate percentage in India.\nMarket Share: The Most Important Metric\nNetflix doesn't have the huge market share in India that it does in the U.S.\nFigure 4: India video streaming market share (Q2 2021).\nSo the company has been forced to try some aggressive strategies, such as lowering its subscription prices.\nEven if the lower prices result in profit loss, they could translate to a larger customer base in the massive Asian country. As more people come online in India, they have the potential to become an important source of revenue for the company.\nOur Take\nIn most cases, investors don't view price cuts as good moves. After all, they mean lower returns.\nHowever, in the case of companies that are still growing and gradually increasing their market share, it can be a good strategy.\nLooking specifically at Netflix, we think this could translate to long-term gains for the stock with little impact on NFLX in the short term.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602401104,"gmtCreate":1639051088022,"gmtModify":1639051227812,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"😲😲😲","listText":"😲😲😲","text":"😲😲😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602401104","repostId":"2190503698","repostType":4,"repost":{"id":"2190503698","kind":"highlight","pubTimestamp":1639038865,"share":"https://www.laohu8.com/m/news/2190503698?lang=zh_CN&edition=full","pubTime":"2021-12-09 16:34","market":"us","language":"en","title":"'Proceed with caution': here's what Wall Street analysts see for the U.S. stock market in 2022<blockquote>“谨慎行事”：华尔街分析师对2022年美国股市的看法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2190503698","media":"MarketWatch","summary":"'2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve an","content":"<p>'2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes,' says <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Lisa Shalett</p><p><blockquote>“2022年将是关键的一年，全球大流行造成的失衡开始解决，商业周期从极端情况正常化，”他说<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>丽莎·沙莱特</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71e96005daaaf18cef4eb11fc31ef1c7\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>‘Marginally tighter monetary policy’ should be a headwind for markets in 2022, JPMorgan strategists say</span></p><p><blockquote><p class=\"t-img-caption\"><span>摩根大通策略师表示，“略微收紧的货币政策”应该会成为2022年市场的阻力</span></p></blockquote></p><p> The recent spike in market volatility may herald a bumpier U.S. stock market in 2022, as investors come to grips with an inflection point in monetary policy in the pandemic.</p><p><blockquote>随着投资者开始应对疫情下货币政策的拐点，近期市场波动性飙升可能预示着2022年美国股市将更加坎坷。</blockquote></p><p> \"There probably will be some elevated volatility around the potential tightening of Fed policy,\" said Shawn Snyder, head of investment strategy at Citigroup's U.S. consumer wealth management division, in a phone interview. \"Omicron throws in a bit of a wrench\" to the 2022 outlook, he said of the new variant of the coronavirus, though investors have appeared encouraged by some early signs that it may be less dangerous than initially feared.</p><p><blockquote>花旗集团美国消费者财富管理部门投资策略主管肖恩·斯奈德(Shawn Snyder)在接受电话采访时表示：“美联储可能收紧政策，波动性可能会加剧。”他在谈到冠状病毒的新变种时表示，“奥密克戎给2022年的前景带来了一些麻烦”，尽管投资者似乎对一些早期迹象感到鼓舞，这些迹象表明它可能没有最初担心的那么危险。</blockquote></p><p> The CBOE Volatility Index , or VIX, jumped in late November and remains above its 200-day moving average even after subsiding since last week, according to FactSet data. The VIX broke above 30 last week for the first time since the first quarter of 2021, the data show, amid market jitters over the emergence of omicron and the potential move by the Federal Reserve to remove some accommodation from the market faster than investors had anticipated.</p><p><blockquote>FactSet数据显示，芝加哥期权交易所波动率指数(VIX)在11月底跃升，即使自上周以来有所回落，仍高于200日移动均线。数据显示，VIX上周自2021年第一季度以来首次突破30，原因是市场对奥密克戎的出现以及美联储可能以比投资者更快的速度从市场上取消部分宽松政策感到不安。预期。</blockquote></p><p> \"That's a big transition that creates tension for investors,\" said Lauren Goodwin, economist and director of portfolio strategy at New York Life Investment, in a phone interview. The Fed looks to be positioning for more flexibility for potential interest rate hikes next year, with increased inflationary pressure likely to mean more rate rises in 2022 than currently expected, creating more market risk, she said.</p><p><blockquote>纽约人寿投资公司经济学家兼投资组合策略总监劳伦·古德温在接受电话采访时表示：“这是一个重大转变，给投资者带来了紧张局势。”她表示，美联储看起来将为明年的潜在加息提供更大的灵活性，通胀压力的增加可能意味着2022年的加息幅度将超过目前的预期，从而产生更多的市场风险。</blockquote></p><p> Some investors worry that interest rate-sensitive growth and technology stocks would be particularly vulnerable should the Fed aggressively tighten its monetary policy through rate hikes. The S&amp;P 500 index, which has a large exposure to tech, is on track for a third straight year of strong gains after rising almost 25% in 2021 through Tuesday, according to FactSet.</p><p><blockquote>一些投资者担心，如果美联储通过加息大幅收紧货币政策，对利率敏感的成长股和科技股将特别脆弱。FactSet的数据显示，在2021年截至周二上涨近25%后，标普500指数有望连续第三年强劲上涨。</blockquote></p><p> The U.S. stock market will probably deliver more modest gains \"accompanied by higher volatility\" next year, Jeffrey Kleintop, chief global investment strategist at Charles Schwab, told MarketWatch by phone.</p><p><blockquote>嘉信理财(Charles Schwab)首席全球投资策略师杰弗里·克莱因托普(Jeffrey Kleintop)在电话中对MarketWatch表示，明年美国股市可能会出现更温和的涨幅，“伴随着更高的波动性”。</blockquote></p><p> Goodwin said she also expects increased volatility, amid transitions that include the fading of the fiscal stimulus that provided direct support to consumers during the COVID-19 crisis and the Fed taking its \"foot off the gas\" in the economic recovery. She expects \"much lower\" stock-market returns next year compared to gains so far in 2021.</p><p><blockquote>古德温表示，她还预计波动性会增加，包括在COVID-19危机期间为消费者提供直接支持的财政刺激措施的消退以及美联储在经济复苏中“放松油门”。她预计明年股市回报率将比2021年迄今为止的涨幅“低得多”。</blockquote></p><p> \"Most of the equity upside should be realized between now\" and the first half of 2022, \"when monetary and fiscal policy tailwinds will be strongest,\" JPMorgan Chase &amp; Co. strategists said in a 2022 outlook report Wednesday.</p><p><blockquote>摩根大通策略师周三在2022年展望报告中表示，“从现在到2022年上半年，股市的大部分上涨应该会实现，届时货币和财政政策的推动力将最强劲”。</blockquote></p><p> Wall Street banks have been rolling out their 2022 forecasts for the S&amp;P 500, with Goldman Sachs Group and JPMorgan being among the most bullish on U.S. stocks.</p><p><blockquote>华尔街银行纷纷推出2022年标普500预测，高盛集团和摩根大通是最看好美股的银行之一。</blockquote></p><p> Goldman expects the S&amp;P 500 will end 2022 at 5,100, according to a portfolio strategy research report from the bank dated Dec. 3. Meanwhile, JPMorgan analysts predicted in a research report at the end of November that the U.S. stock benchmark will rise next year to 5,050, partly on \"robust earnings growth\" and easing supply chain woes. RBC Capital Markets has forecast the same price target as JPMorgan, while Deutsche Bank predicts the S&amp;P 500 will end next year at 5,000, according to a slide presentation from its chief investment office.</p><p><blockquote>根据高盛12月3日的投资组合策略研究报告，高盛预计2022年底标普500将达到5,100点。与此同时，摩根大通分析师在11月底的一份研究报告中预测，美股基准指数明年将升至5050点，部分原因是“强劲的盈利增长”和缓解供应链困境。根据德意志银行首席投资办公室的幻灯片演示，加拿大皇家银行资本市场(RBC Capital Markets)预测的目标价与摩根大通(JPMorgan)相同，而德意志银行(Deutsche Bank)预测明年标普500将收于5,000点。</blockquote></p><p> Meanwhile, Citigroup set an S&amp;P 500 target of 4,900 for the end of 2022, a research report from the bank in late October shows. Coming in below that level, Barclays predicted in a U.S. equity strategy report this month that the index will finish next year at 4,800.</p><p><blockquote>与此同时，花旗集团10月底的一份研究报告显示，该银行将2022年底的标普500目标定为4,900人。巴克莱在本月的一份美国股票策略报告中预测，该指数明年将收于4,800点，低于该水平。</blockquote></p><p> \"Proceed with caution,\" the Barclays analysts wrote in their 2022 outlook report dated Dec. 2. \"We see limited upside for equities next year,\" they said. In their view, \"household and corporate cash hoards should support modest earnings growth but persistent supply chain woes, reversal of goods consumption to trend&nbsp;are key tail risks.\"</p><p><blockquote>巴克莱分析师在12月2日的2022年展望报告中写道：“谨慎行事。”“我们认为明年股市的上涨空间有限，”他们表示。他们认为，“家庭和企业的现金储备应该支持温和的盈利增长，但持续的供应链困境、商品消费趋势逆转是关键的尾部风险。”</blockquote></p><p> Bank of America's analysts have a lower price target than Barclays for the S&amp;P 500 next year, with a BofA Global Research report last month showing the benchmark will end 2022 at 4,600.</p><p><blockquote>美国银行分析师对标普500明年的目标价低于巴克莱，美国银行上个月的全球研究报告显示，该基准将于2022年底为4,600点。</blockquote></p><p> \"Unfortunately we see a lot of similarities between today and 2000 -- the tech bubble peak,\" said Savita Subramanian, head of equity and quant strategy at BofA, during a late November media briefing on their U.S. stock market outlook.</p><p><blockquote>美国银行股票和量化策略主管萨维塔·萨勃拉曼尼亚(Savita Subramanian)在11月底关于美国股市前景的媒体吹风会上表示：“不幸的是，我们看到今天与2000年（科技泡沫顶峰）有很多相似之处。”</blockquote></p><p></p><p> Morgan Stanley has a more bearish outlook for next year that puts the S&amp;P 500 below the index's close Tuesday at 4,686.75. A report Monday from the bank's wealth management division shows a base-case forecast of 4,400 for the S&amp;P 500 at the end of 2022 even with an expected gain in earnings.</p><p><blockquote>摩根士丹利对明年的前景更加悲观，导致标普500低于该指数周二收盘价4,686.75点。该银行财富管理部门周一发布的一份报告显示，即使盈利预期增长，2022年底标普500的基本预测仍为4,400。</blockquote></p><p> \"We expect the S&amp;P 500 to be range-bound and volatile, and bond returns to be negative net of inflation,\" said Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management, in the note. \"Fixed income should be reduced to fund greater exposure to real assets and to absolute return funds.\"</p><p><blockquote>Morgan Stanley Wealth Management首席投资官Lisa Shalett在报告中表示：“我们预计标普500将区间震荡，扣除通胀因素后，债券回报率将为负。”“应该减少固定收益，为更多地投资实物资产和绝对回报基金提供资金。”</blockquote></p><p> The core of Morgan Stanley's \"cautious\" view on the S&amp;P 500 is based on price-to-earnings ratios typically compressing during \"a midcycle transition,\" Shalett said. She pointed to a chart in her note showing that \"median stock has traversed the midcycle transition.\"</p><p><blockquote>Shalett表示，大摩对标普500“谨慎”观点的核心是基于市盈率通常在“周期中期过渡”期间压缩。她在报告中指出了一张图表，显示“股票中位数已经经历了周期中期的转变。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/641e64a82babbbd377cb43247c437118\" tg-width=\"700\" tg-height=\"397\" referrerpolicy=\"no-referrer\"><span>MORGAN STANLEY WEALTH MANAGEMENT REPORT DATED DEC. 6, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>摩根士丹利财富管理报告日期为12月。6, 2021</span></p></blockquote></p><p> The chart shows \"the median S&amp;P 500 stock has corrected 15% from its 52-week high,\" but the index has been kept aloft by the 15 largest companies now accounting for 40% of its market capitalization, according to her note.</p><p><blockquote>她的报告显示，“标普500股价中位数已从52周高点修正了15%”，但根据她的报告，该指数一直被目前占其市值40%的15家最大公司所保持高位。</blockquote></p><p> \"While they may be great companies, we are less convinced they will all be great stocks in 2022 as financial conditions tighten, interest rates rise, employment costs increase and inflation remains challenging,\" Shalett said. \"We think profit margins for the top 15 have peaked.\"</p><p><blockquote>Shalett表示：“虽然它们可能是伟大的公司，但随着金融状况收紧、利率上升、就业成本增加以及通胀仍然具有挑战性，我们不太相信它们在2022年都会成为伟大的股票。”“我们认为前15名的利润率已经见顶。”</blockquote></p><p> In Morgan Stanley's view, \"this suggests investors should move toward stock picking and away from passive index funds,\" her note shows.</p><p><blockquote>摩根士丹利认为，“这表明投资者应该转向选股，远离被动指数基金，”她的报告显示。</blockquote></p><p> JPMorgan expects that \"international equities, emerging markets and cyclical market segments will significantly outperform,\" according to its report Wednesday.</p><p><blockquote>摩根大通周三的报告称，预计“国际股市、新兴市场和周期性市场领域将大幅跑赢大盘”。</blockquote></p><p> \"The reason for this is our expectation for increasing interest rates and marginally tighter monetary policy that should be a headwind for high-multiple markets such as the Nasdaq,\" the JPMorgan strategists wrote, citing the tech-laden Nasdaq Composite Index .</p><p><blockquote>摩根大通策略师援引科技股丰富的纳斯达克综合指数写道：“造成这种情况的原因是我们对加息和小幅收紧货币政策的预期，这对纳斯达克等高市盈率市场来说应该是一个阻力。”</blockquote></p><p> Citi's Snyder told MarketWatch that during \"midcycle\" he likes high-quality stocks, \"dividend-growers\" and global healthcare equities. Consistent earnings growth and \"reasonable valuations\" make healthcare attractive, he said, and stock bets in the area can serve as \"a volatility dampener\" in portfolios.</p><p><blockquote>花旗的斯奈德告诉MarketWatch，在“中期”，他喜欢优质股票、“股息增长股”和全球医疗保健股票。他表示，持续的盈利增长和“合理的估值”使医疗保健具有吸引力，该领域的股票押注可以作为投资组合中的“波动抑制器”。</blockquote></p><p> Immunology is one of three megatrends poised to accelerate next year as \"a range of next-gen oncological therapeutics come up for approval and enable more targeted cancer treatment,\" according to Jeff Spiegel, head of U.S. iShares megatrend and international ETFs. Shares of the iShares Genomics Immunology and Healthcare ETF&nbsp;were up about 0.2% this year based on midday trading Wednesday, FactSet data show, at last check.</p><p><blockquote>美国iShares megatrend和国际ETF主管杰夫·斯皮格尔(Jeff Spiegel)表示，随着“一系列下一代肿瘤疗法即将获得批准，并实现更有针对性的癌症治疗”，免疫学是明年有望加速的三大趋势之一。FactSet数据显示，根据周三午盘交易，iShares Genomics免疫学和医疗保健ETF的股价今年上涨了约0.2%。</blockquote></p><p> Two other megatrends to watch in 2022 are \"digital transformation\" intensifying through the cloud, 5G and cybersecurity, and \"automation technologies\" such as robotics and artificial intelligence, Spiegel wrote in a report this month. Automation technologies should grow \"in response to ongoing supply chain bottlenecks and wage inflation\" in the pandemic, he wrote.</p><p><blockquote>明镜周刊在本月的一份报告中写道，2022年另外两个值得关注的大趋势是通过云、5G和网络安全加剧的“数字化转型”，以及机器人和人工智能等“自动化技术”。他写道，自动化技术应该在大流行期间“应对持续的供应链瓶颈和工资上涨”。</blockquote></p><p> \"I think we'll actually be dealing with gluts next year rather than shortages,\" said Charles Schwab's Kleintop. \"That will help drive down inflation, particularly in the second half of next year, making an aggressive path of rate hikes unlikely.\"</p><p><blockquote>嘉信理财(Charles Schwab)的克莱因托普(Kleintop)表示：“我认为明年我们实际上将面临供过于求的问题，而不是短缺。”“这将有助于压低通胀，特别是在明年下半年，不太可能采取激进的加息路径。”</blockquote></p><p> The market is expecting three rate hikes by the U.S. central bank in 2022 after Fed Chair Jerome Powell signaled last week that it may speed up the tapering of its monthly asset purchases, said Deepak Puri, Deutsche Bank's CIO for the America, during a media briefing Monday on his outlook for next year.</p><p><blockquote>德意志银行美洲首席信息官迪帕克·普里(Deepak Puri)在一次媒体吹风会上表示，在美联储主席杰罗姆·鲍威尔(Jerome Powell)上周暗示可能会加快缩减每月资产购买规模后，市场预计美联储将在2022年加息三次。周一介绍了他对明年的展望。</blockquote></p><p> While the Fed may become more aggressive in tapering its bond purchases, potentially completing the process in March instead of June, said Puri, he expects the Fed will still be \"dovish\" on rates next year. Puri forecasts that the Fed will raise rates just once next year, which is below consensus, he said.</p><p><blockquote>普里表示，尽管美联储可能会更加积极地缩减购债规模，可能会在3月份而不是6月份完成这一过程，但他预计美联储明年在利率问题上仍将“鸽派”。他表示，普里预测美联储明年只会加息一次，低于共识。</blockquote></p><p> \"We expect two rate hikes next year,\" said New York Life Investment's Goodwin.</p><p><blockquote>纽约人寿投资公司的古德温表示：“我们预计明年将加息两次。”</blockquote></p><p> Morgan Stanley's Shalett wrote in her 2022 outlook note that \"we see a classic reflationary rebalancing in which higher nominal and real rates reflect higher average growth and inflation rates.\" She also expects yield curves will steepen, profit margins to be squeezed by rising costs, and price-to-earnings ratios to compress in \"rate-sensitive sectors.\"</p><p><blockquote>摩根士丹利的Shalett在2022年展望报告中写道，“我们看到了经典的通货再平衡，名义利率和实际利率上升反映了平均增长率和通胀率上升。”她还预计，收益率曲线将变陡，利润率将因成本上升而受到挤压，“利率敏感行业”的市盈率将压缩。</blockquote></p><p> \"Within the U.S., we like reopening and reflationary themes and beneficiaries of higher bond yields,\" JPMorgan said in its report Wednesday. The bank's strategists expect the yield on the 10-year Treasury note will rise to 2.25% by the end of next year, the report shows.</p><p><blockquote>摩根大通在周三的报告中表示：“在美国，我们喜欢重新开放和通货再膨胀主题以及债券收益率上升的受益者。”报告显示，该行策略师预计，到明年年底，10年期国债收益率将升至2.25%。</blockquote></p><p></p><p> \"Our view is that 2022 will be the year of a full global recovery, an end of the global pandemic, and a return to normal conditions we had prior to the COVID-19 outbreak,\" Marko Kolanovic, chief global markets strategist at JPMorgan, and the bank's global co-head of research Hussein Malik wrote in the report Wednesday.</p><p><blockquote>摩根大通首席全球市场策略师Marko Kolanovic表示：“我们的观点是，2022年将是全球全面复苏、全球大流行结束、恢复到COVID-19爆发前正常状况的一年。”该行全球研究联席主管侯赛因·马利克周三在报告中写道。</blockquote></p><p> According to Shalett, \"on most counts, 2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes.\"</p><p><blockquote>Shalett表示，“从大多数方面来看，2022年将是关键的一年，全球大流行造成的失衡开始解决，商业周期从极端情况正常化。”</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Proceed with caution': here's what Wall Street analysts see for the U.S. stock market in 2022<blockquote>“谨慎行事”：华尔街分析师对2022年美国股市的看法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-09 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>'2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes,' says <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Lisa Shalett</p><p><blockquote>“2022年将是关键的一年，全球大流行造成的失衡开始解决，商业周期从极端情况正常化，”他说<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>丽莎·沙莱特</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71e96005daaaf18cef4eb11fc31ef1c7\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>‘Marginally tighter monetary policy’ should be a headwind for markets in 2022, JPMorgan strategists say</span></p><p><blockquote><p class=\"t-img-caption\"><span>摩根大通策略师表示，“略微收紧的货币政策”应该会成为2022年市场的阻力</span></p></blockquote></p><p> The recent spike in market volatility may herald a bumpier U.S. stock market in 2022, as investors come to grips with an inflection point in monetary policy in the pandemic.</p><p><blockquote>随着投资者开始应对疫情下货币政策的拐点，近期市场波动性飙升可能预示着2022年美国股市将更加坎坷。</blockquote></p><p> \"There probably will be some elevated volatility around the potential tightening of Fed policy,\" said Shawn Snyder, head of investment strategy at Citigroup's U.S. consumer wealth management division, in a phone interview. \"Omicron throws in a bit of a wrench\" to the 2022 outlook, he said of the new variant of the coronavirus, though investors have appeared encouraged by some early signs that it may be less dangerous than initially feared.</p><p><blockquote>花旗集团美国消费者财富管理部门投资策略主管肖恩·斯奈德(Shawn Snyder)在接受电话采访时表示：“美联储可能收紧政策，波动性可能会加剧。”他在谈到冠状病毒的新变种时表示，“奥密克戎给2022年的前景带来了一些麻烦”，尽管投资者似乎对一些早期迹象感到鼓舞，这些迹象表明它可能没有最初担心的那么危险。</blockquote></p><p> The CBOE Volatility Index , or VIX, jumped in late November and remains above its 200-day moving average even after subsiding since last week, according to FactSet data. The VIX broke above 30 last week for the first time since the first quarter of 2021, the data show, amid market jitters over the emergence of omicron and the potential move by the Federal Reserve to remove some accommodation from the market faster than investors had anticipated.</p><p><blockquote>FactSet数据显示，芝加哥期权交易所波动率指数(VIX)在11月底跃升，即使自上周以来有所回落，仍高于200日移动均线。数据显示，VIX上周自2021年第一季度以来首次突破30，原因是市场对奥密克戎的出现以及美联储可能以比投资者更快的速度从市场上取消部分宽松政策感到不安。预期。</blockquote></p><p> \"That's a big transition that creates tension for investors,\" said Lauren Goodwin, economist and director of portfolio strategy at New York Life Investment, in a phone interview. The Fed looks to be positioning for more flexibility for potential interest rate hikes next year, with increased inflationary pressure likely to mean more rate rises in 2022 than currently expected, creating more market risk, she said.</p><p><blockquote>纽约人寿投资公司经济学家兼投资组合策略总监劳伦·古德温在接受电话采访时表示：“这是一个重大转变，给投资者带来了紧张局势。”她表示，美联储看起来将为明年的潜在加息提供更大的灵活性，通胀压力的增加可能意味着2022年的加息幅度将超过目前的预期，从而产生更多的市场风险。</blockquote></p><p> Some investors worry that interest rate-sensitive growth and technology stocks would be particularly vulnerable should the Fed aggressively tighten its monetary policy through rate hikes. The S&amp;P 500 index, which has a large exposure to tech, is on track for a third straight year of strong gains after rising almost 25% in 2021 through Tuesday, according to FactSet.</p><p><blockquote>一些投资者担心，如果美联储通过加息大幅收紧货币政策，对利率敏感的成长股和科技股将特别脆弱。FactSet的数据显示，在2021年截至周二上涨近25%后，标普500指数有望连续第三年强劲上涨。</blockquote></p><p> The U.S. stock market will probably deliver more modest gains \"accompanied by higher volatility\" next year, Jeffrey Kleintop, chief global investment strategist at Charles Schwab, told MarketWatch by phone.</p><p><blockquote>嘉信理财(Charles Schwab)首席全球投资策略师杰弗里·克莱因托普(Jeffrey Kleintop)在电话中对MarketWatch表示，明年美国股市可能会出现更温和的涨幅，“伴随着更高的波动性”。</blockquote></p><p> Goodwin said she also expects increased volatility, amid transitions that include the fading of the fiscal stimulus that provided direct support to consumers during the COVID-19 crisis and the Fed taking its \"foot off the gas\" in the economic recovery. She expects \"much lower\" stock-market returns next year compared to gains so far in 2021.</p><p><blockquote>古德温表示，她还预计波动性会增加，包括在COVID-19危机期间为消费者提供直接支持的财政刺激措施的消退以及美联储在经济复苏中“放松油门”。她预计明年股市回报率将比2021年迄今为止的涨幅“低得多”。</blockquote></p><p> \"Most of the equity upside should be realized between now\" and the first half of 2022, \"when monetary and fiscal policy tailwinds will be strongest,\" JPMorgan Chase &amp; Co. strategists said in a 2022 outlook report Wednesday.</p><p><blockquote>摩根大通策略师周三在2022年展望报告中表示，“从现在到2022年上半年，股市的大部分上涨应该会实现，届时货币和财政政策的推动力将最强劲”。</blockquote></p><p> Wall Street banks have been rolling out their 2022 forecasts for the S&amp;P 500, with Goldman Sachs Group and JPMorgan being among the most bullish on U.S. stocks.</p><p><blockquote>华尔街银行纷纷推出2022年标普500预测，高盛集团和摩根大通是最看好美股的银行之一。</blockquote></p><p> Goldman expects the S&amp;P 500 will end 2022 at 5,100, according to a portfolio strategy research report from the bank dated Dec. 3. Meanwhile, JPMorgan analysts predicted in a research report at the end of November that the U.S. stock benchmark will rise next year to 5,050, partly on \"robust earnings growth\" and easing supply chain woes. RBC Capital Markets has forecast the same price target as JPMorgan, while Deutsche Bank predicts the S&amp;P 500 will end next year at 5,000, according to a slide presentation from its chief investment office.</p><p><blockquote>根据高盛12月3日的投资组合策略研究报告，高盛预计2022年底标普500将达到5,100点。与此同时，摩根大通分析师在11月底的一份研究报告中预测，美股基准指数明年将升至5050点，部分原因是“强劲的盈利增长”和缓解供应链困境。根据德意志银行首席投资办公室的幻灯片演示，加拿大皇家银行资本市场(RBC Capital Markets)预测的目标价与摩根大通(JPMorgan)相同，而德意志银行(Deutsche Bank)预测明年标普500将收于5,000点。</blockquote></p><p> Meanwhile, Citigroup set an S&amp;P 500 target of 4,900 for the end of 2022, a research report from the bank in late October shows. Coming in below that level, Barclays predicted in a U.S. equity strategy report this month that the index will finish next year at 4,800.</p><p><blockquote>与此同时，花旗集团10月底的一份研究报告显示，该银行将2022年底的标普500目标定为4,900人。巴克莱在本月的一份美国股票策略报告中预测，该指数明年将收于4,800点，低于该水平。</blockquote></p><p> \"Proceed with caution,\" the Barclays analysts wrote in their 2022 outlook report dated Dec. 2. \"We see limited upside for equities next year,\" they said. In their view, \"household and corporate cash hoards should support modest earnings growth but persistent supply chain woes, reversal of goods consumption to trend&nbsp;are key tail risks.\"</p><p><blockquote>巴克莱分析师在12月2日的2022年展望报告中写道：“谨慎行事。”“我们认为明年股市的上涨空间有限，”他们表示。他们认为，“家庭和企业的现金储备应该支持温和的盈利增长，但持续的供应链困境、商品消费趋势逆转是关键的尾部风险。”</blockquote></p><p> Bank of America's analysts have a lower price target than Barclays for the S&amp;P 500 next year, with a BofA Global Research report last month showing the benchmark will end 2022 at 4,600.</p><p><blockquote>美国银行分析师对标普500明年的目标价低于巴克莱，美国银行上个月的全球研究报告显示，该基准将于2022年底为4,600点。</blockquote></p><p> \"Unfortunately we see a lot of similarities between today and 2000 -- the tech bubble peak,\" said Savita Subramanian, head of equity and quant strategy at BofA, during a late November media briefing on their U.S. stock market outlook.</p><p><blockquote>美国银行股票和量化策略主管萨维塔·萨勃拉曼尼亚(Savita Subramanian)在11月底关于美国股市前景的媒体吹风会上表示：“不幸的是，我们看到今天与2000年（科技泡沫顶峰）有很多相似之处。”</blockquote></p><p></p><p> Morgan Stanley has a more bearish outlook for next year that puts the S&amp;P 500 below the index's close Tuesday at 4,686.75. A report Monday from the bank's wealth management division shows a base-case forecast of 4,400 for the S&amp;P 500 at the end of 2022 even with an expected gain in earnings.</p><p><blockquote>摩根士丹利对明年的前景更加悲观，导致标普500低于该指数周二收盘价4,686.75点。该银行财富管理部门周一发布的一份报告显示，即使盈利预期增长，2022年底标普500的基本预测仍为4,400。</blockquote></p><p> \"We expect the S&amp;P 500 to be range-bound and volatile, and bond returns to be negative net of inflation,\" said Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management, in the note. \"Fixed income should be reduced to fund greater exposure to real assets and to absolute return funds.\"</p><p><blockquote>Morgan Stanley Wealth Management首席投资官Lisa Shalett在报告中表示：“我们预计标普500将区间震荡，扣除通胀因素后，债券回报率将为负。”“应该减少固定收益，为更多地投资实物资产和绝对回报基金提供资金。”</blockquote></p><p> The core of Morgan Stanley's \"cautious\" view on the S&amp;P 500 is based on price-to-earnings ratios typically compressing during \"a midcycle transition,\" Shalett said. She pointed to a chart in her note showing that \"median stock has traversed the midcycle transition.\"</p><p><blockquote>Shalett表示，大摩对标普500“谨慎”观点的核心是基于市盈率通常在“周期中期过渡”期间压缩。她在报告中指出了一张图表，显示“股票中位数已经经历了周期中期的转变。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/641e64a82babbbd377cb43247c437118\" tg-width=\"700\" tg-height=\"397\" referrerpolicy=\"no-referrer\"><span>MORGAN STANLEY WEALTH MANAGEMENT REPORT DATED DEC. 6, 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>摩根士丹利财富管理报告日期为12月。6, 2021</span></p></blockquote></p><p> The chart shows \"the median S&amp;P 500 stock has corrected 15% from its 52-week high,\" but the index has been kept aloft by the 15 largest companies now accounting for 40% of its market capitalization, according to her note.</p><p><blockquote>她的报告显示，“标普500股价中位数已从52周高点修正了15%”，但根据她的报告，该指数一直被目前占其市值40%的15家最大公司所保持高位。</blockquote></p><p> \"While they may be great companies, we are less convinced they will all be great stocks in 2022 as financial conditions tighten, interest rates rise, employment costs increase and inflation remains challenging,\" Shalett said. \"We think profit margins for the top 15 have peaked.\"</p><p><blockquote>Shalett表示：“虽然它们可能是伟大的公司，但随着金融状况收紧、利率上升、就业成本增加以及通胀仍然具有挑战性，我们不太相信它们在2022年都会成为伟大的股票。”“我们认为前15名的利润率已经见顶。”</blockquote></p><p> In Morgan Stanley's view, \"this suggests investors should move toward stock picking and away from passive index funds,\" her note shows.</p><p><blockquote>摩根士丹利认为，“这表明投资者应该转向选股，远离被动指数基金，”她的报告显示。</blockquote></p><p> JPMorgan expects that \"international equities, emerging markets and cyclical market segments will significantly outperform,\" according to its report Wednesday.</p><p><blockquote>摩根大通周三的报告称，预计“国际股市、新兴市场和周期性市场领域将大幅跑赢大盘”。</blockquote></p><p> \"The reason for this is our expectation for increasing interest rates and marginally tighter monetary policy that should be a headwind for high-multiple markets such as the Nasdaq,\" the JPMorgan strategists wrote, citing the tech-laden Nasdaq Composite Index .</p><p><blockquote>摩根大通策略师援引科技股丰富的纳斯达克综合指数写道：“造成这种情况的原因是我们对加息和小幅收紧货币政策的预期，这对纳斯达克等高市盈率市场来说应该是一个阻力。”</blockquote></p><p> Citi's Snyder told MarketWatch that during \"midcycle\" he likes high-quality stocks, \"dividend-growers\" and global healthcare equities. Consistent earnings growth and \"reasonable valuations\" make healthcare attractive, he said, and stock bets in the area can serve as \"a volatility dampener\" in portfolios.</p><p><blockquote>花旗的斯奈德告诉MarketWatch，在“中期”，他喜欢优质股票、“股息增长股”和全球医疗保健股票。他表示，持续的盈利增长和“合理的估值”使医疗保健具有吸引力，该领域的股票押注可以作为投资组合中的“波动抑制器”。</blockquote></p><p> Immunology is one of three megatrends poised to accelerate next year as \"a range of next-gen oncological therapeutics come up for approval and enable more targeted cancer treatment,\" according to Jeff Spiegel, head of U.S. iShares megatrend and international ETFs. Shares of the iShares Genomics Immunology and Healthcare ETF&nbsp;were up about 0.2% this year based on midday trading Wednesday, FactSet data show, at last check.</p><p><blockquote>美国iShares megatrend和国际ETF主管杰夫·斯皮格尔(Jeff Spiegel)表示，随着“一系列下一代肿瘤疗法即将获得批准，并实现更有针对性的癌症治疗”，免疫学是明年有望加速的三大趋势之一。FactSet数据显示，根据周三午盘交易，iShares Genomics免疫学和医疗保健ETF的股价今年上涨了约0.2%。</blockquote></p><p> Two other megatrends to watch in 2022 are \"digital transformation\" intensifying through the cloud, 5G and cybersecurity, and \"automation technologies\" such as robotics and artificial intelligence, Spiegel wrote in a report this month. Automation technologies should grow \"in response to ongoing supply chain bottlenecks and wage inflation\" in the pandemic, he wrote.</p><p><blockquote>明镜周刊在本月的一份报告中写道，2022年另外两个值得关注的大趋势是通过云、5G和网络安全加剧的“数字化转型”，以及机器人和人工智能等“自动化技术”。他写道，自动化技术应该在大流行期间“应对持续的供应链瓶颈和工资上涨”。</blockquote></p><p> \"I think we'll actually be dealing with gluts next year rather than shortages,\" said Charles Schwab's Kleintop. \"That will help drive down inflation, particularly in the second half of next year, making an aggressive path of rate hikes unlikely.\"</p><p><blockquote>嘉信理财(Charles Schwab)的克莱因托普(Kleintop)表示：“我认为明年我们实际上将面临供过于求的问题，而不是短缺。”“这将有助于压低通胀，特别是在明年下半年，不太可能采取激进的加息路径。”</blockquote></p><p> The market is expecting three rate hikes by the U.S. central bank in 2022 after Fed Chair Jerome Powell signaled last week that it may speed up the tapering of its monthly asset purchases, said Deepak Puri, Deutsche Bank's CIO for the America, during a media briefing Monday on his outlook for next year.</p><p><blockquote>德意志银行美洲首席信息官迪帕克·普里(Deepak Puri)在一次媒体吹风会上表示，在美联储主席杰罗姆·鲍威尔(Jerome Powell)上周暗示可能会加快缩减每月资产购买规模后，市场预计美联储将在2022年加息三次。周一介绍了他对明年的展望。</blockquote></p><p> While the Fed may become more aggressive in tapering its bond purchases, potentially completing the process in March instead of June, said Puri, he expects the Fed will still be \"dovish\" on rates next year. Puri forecasts that the Fed will raise rates just once next year, which is below consensus, he said.</p><p><blockquote>普里表示，尽管美联储可能会更加积极地缩减购债规模，可能会在3月份而不是6月份完成这一过程，但他预计美联储明年在利率问题上仍将“鸽派”。他表示，普里预测美联储明年只会加息一次，低于共识。</blockquote></p><p> \"We expect two rate hikes next year,\" said New York Life Investment's Goodwin.</p><p><blockquote>纽约人寿投资公司的古德温表示：“我们预计明年将加息两次。”</blockquote></p><p> Morgan Stanley's Shalett wrote in her 2022 outlook note that \"we see a classic reflationary rebalancing in which higher nominal and real rates reflect higher average growth and inflation rates.\" She also expects yield curves will steepen, profit margins to be squeezed by rising costs, and price-to-earnings ratios to compress in \"rate-sensitive sectors.\"</p><p><blockquote>摩根士丹利的Shalett在2022年展望报告中写道，“我们看到了经典的通货再平衡，名义利率和实际利率上升反映了平均增长率和通胀率上升。”她还预计，收益率曲线将变陡，利润率将因成本上升而受到挤压，“利率敏感行业”的市盈率将压缩。</blockquote></p><p> \"Within the U.S., we like reopening and reflationary themes and beneficiaries of higher bond yields,\" JPMorgan said in its report Wednesday. The bank's strategists expect the yield on the 10-year Treasury note will rise to 2.25% by the end of next year, the report shows.</p><p><blockquote>摩根大通在周三的报告中表示：“在美国，我们喜欢重新开放和通货再膨胀主题以及债券收益率上升的受益者。”报告显示，该行策略师预计，到明年年底，10年期国债收益率将升至2.25%。</blockquote></p><p></p><p> \"Our view is that 2022 will be the year of a full global recovery, an end of the global pandemic, and a return to normal conditions we had prior to the COVID-19 outbreak,\" Marko Kolanovic, chief global markets strategist at JPMorgan, and the bank's global co-head of research Hussein Malik wrote in the report Wednesday.</p><p><blockquote>摩根大通首席全球市场策略师Marko Kolanovic表示：“我们的观点是，2022年将是全球全面复苏、全球大流行结束、恢复到COVID-19爆发前正常状况的一年。”该行全球研究联席主管侯赛因·马利克周三在报告中写道。</blockquote></p><p> According to Shalett, \"on most counts, 2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes.\"</p><p><blockquote>Shalett表示，“从大多数方面来看，2022年将是关键的一年，全球大流行造成的失衡开始解决，商业周期从极端情况正常化。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/proceed-with-caution-heres-what-wall-street-analysts-see-for-the-u-s-stock-market-in-2022-11638986154?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":{"SH":"做空标普500-Proshares","BK4127":"投资银行业与经纪业","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","IVV":"标普500ETF-iShares","SPY":"标普500ETF","IDNA":"iShares Genomics Immunology and Healthcare ETF",".DJI":"道琼斯","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","MS":"摩根士丹利",".SPX":"S&P 500 Index","OEX":"标普100"},"source_url":"https://www.marketwatch.com/story/proceed-with-caution-heres-what-wall-street-analysts-see-for-the-u-s-stock-market-in-2022-11638986154?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190503698","content_text":"'2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes,' says Morgan Stanley's Lisa Shalett\n‘Marginally tighter monetary policy’ should be a headwind for markets in 2022, JPMorgan strategists say\nThe recent spike in market volatility may herald a bumpier U.S. stock market in 2022, as investors come to grips with an inflection point in monetary policy in the pandemic.\n\"There probably will be some elevated volatility around the potential tightening of Fed policy,\" said Shawn Snyder, head of investment strategy at Citigroup's U.S. consumer wealth management division, in a phone interview. \"Omicron throws in a bit of a wrench\" to the 2022 outlook, he said of the new variant of the coronavirus, though investors have appeared encouraged by some early signs that it may be less dangerous than initially feared.\nThe CBOE Volatility Index , or VIX, jumped in late November and remains above its 200-day moving average even after subsiding since last week, according to FactSet data. The VIX broke above 30 last week for the first time since the first quarter of 2021, the data show, amid market jitters over the emergence of omicron and the potential move by the Federal Reserve to remove some accommodation from the market faster than investors had anticipated.\n\"That's a big transition that creates tension for investors,\" said Lauren Goodwin, economist and director of portfolio strategy at New York Life Investment, in a phone interview. The Fed looks to be positioning for more flexibility for potential interest rate hikes next year, with increased inflationary pressure likely to mean more rate rises in 2022 than currently expected, creating more market risk, she said.\nSome investors worry that interest rate-sensitive growth and technology stocks would be particularly vulnerable should the Fed aggressively tighten its monetary policy through rate hikes. The S&P 500 index, which has a large exposure to tech, is on track for a third straight year of strong gains after rising almost 25% in 2021 through Tuesday, according to FactSet.\nThe U.S. stock market will probably deliver more modest gains \"accompanied by higher volatility\" next year, Jeffrey Kleintop, chief global investment strategist at Charles Schwab, told MarketWatch by phone.\nGoodwin said she also expects increased volatility, amid transitions that include the fading of the fiscal stimulus that provided direct support to consumers during the COVID-19 crisis and the Fed taking its \"foot off the gas\" in the economic recovery. She expects \"much lower\" stock-market returns next year compared to gains so far in 2021.\n\"Most of the equity upside should be realized between now\" and the first half of 2022, \"when monetary and fiscal policy tailwinds will be strongest,\" JPMorgan Chase & Co. strategists said in a 2022 outlook report Wednesday.\nWall Street banks have been rolling out their 2022 forecasts for the S&P 500, with Goldman Sachs Group and JPMorgan being among the most bullish on U.S. stocks.\nGoldman expects the S&P 500 will end 2022 at 5,100, according to a portfolio strategy research report from the bank dated Dec. 3. Meanwhile, JPMorgan analysts predicted in a research report at the end of November that the U.S. stock benchmark will rise next year to 5,050, partly on \"robust earnings growth\" and easing supply chain woes. RBC Capital Markets has forecast the same price target as JPMorgan, while Deutsche Bank predicts the S&P 500 will end next year at 5,000, according to a slide presentation from its chief investment office.\nMeanwhile, Citigroup set an S&P 500 target of 4,900 for the end of 2022, a research report from the bank in late October shows. Coming in below that level, Barclays predicted in a U.S. equity strategy report this month that the index will finish next year at 4,800.\n\"Proceed with caution,\" the Barclays analysts wrote in their 2022 outlook report dated Dec. 2. \"We see limited upside for equities next year,\" they said. In their view, \"household and corporate cash hoards should support modest earnings growth but persistent supply chain woes, reversal of goods consumption to trend are key tail risks.\"\nBank of America's analysts have a lower price target than Barclays for the S&P 500 next year, with a BofA Global Research report last month showing the benchmark will end 2022 at 4,600.\n\"Unfortunately we see a lot of similarities between today and 2000 -- the tech bubble peak,\" said Savita Subramanian, head of equity and quant strategy at BofA, during a late November media briefing on their U.S. stock market outlook.\nMorgan Stanley has a more bearish outlook for next year that puts the S&P 500 below the index's close Tuesday at 4,686.75. A report Monday from the bank's wealth management division shows a base-case forecast of 4,400 for the S&P 500 at the end of 2022 even with an expected gain in earnings.\n\"We expect the S&P 500 to be range-bound and volatile, and bond returns to be negative net of inflation,\" said Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management, in the note. \"Fixed income should be reduced to fund greater exposure to real assets and to absolute return funds.\"\nThe core of Morgan Stanley's \"cautious\" view on the S&P 500 is based on price-to-earnings ratios typically compressing during \"a midcycle transition,\" Shalett said. She pointed to a chart in her note showing that \"median stock has traversed the midcycle transition.\"\nMORGAN STANLEY WEALTH MANAGEMENT REPORT DATED DEC. 6, 2021\nThe chart shows \"the median S&P 500 stock has corrected 15% from its 52-week high,\" but the index has been kept aloft by the 15 largest companies now accounting for 40% of its market capitalization, according to her note.\n\"While they may be great companies, we are less convinced they will all be great stocks in 2022 as financial conditions tighten, interest rates rise, employment costs increase and inflation remains challenging,\" Shalett said. \"We think profit margins for the top 15 have peaked.\"\nIn Morgan Stanley's view, \"this suggests investors should move toward stock picking and away from passive index funds,\" her note shows.\nJPMorgan expects that \"international equities, emerging markets and cyclical market segments will significantly outperform,\" according to its report Wednesday.\n\"The reason for this is our expectation for increasing interest rates and marginally tighter monetary policy that should be a headwind for high-multiple markets such as the Nasdaq,\" the JPMorgan strategists wrote, citing the tech-laden Nasdaq Composite Index .\nCiti's Snyder told MarketWatch that during \"midcycle\" he likes high-quality stocks, \"dividend-growers\" and global healthcare equities. Consistent earnings growth and \"reasonable valuations\" make healthcare attractive, he said, and stock bets in the area can serve as \"a volatility dampener\" in portfolios.\nImmunology is one of three megatrends poised to accelerate next year as \"a range of next-gen oncological therapeutics come up for approval and enable more targeted cancer treatment,\" according to Jeff Spiegel, head of U.S. iShares megatrend and international ETFs. Shares of the iShares Genomics Immunology and Healthcare ETF were up about 0.2% this year based on midday trading Wednesday, FactSet data show, at last check.\nTwo other megatrends to watch in 2022 are \"digital transformation\" intensifying through the cloud, 5G and cybersecurity, and \"automation technologies\" such as robotics and artificial intelligence, Spiegel wrote in a report this month. Automation technologies should grow \"in response to ongoing supply chain bottlenecks and wage inflation\" in the pandemic, he wrote.\n\"I think we'll actually be dealing with gluts next year rather than shortages,\" said Charles Schwab's Kleintop. \"That will help drive down inflation, particularly in the second half of next year, making an aggressive path of rate hikes unlikely.\"\nThe market is expecting three rate hikes by the U.S. central bank in 2022 after Fed Chair Jerome Powell signaled last week that it may speed up the tapering of its monthly asset purchases, said Deepak Puri, Deutsche Bank's CIO for the America, during a media briefing Monday on his outlook for next year.\nWhile the Fed may become more aggressive in tapering its bond purchases, potentially completing the process in March instead of June, said Puri, he expects the Fed will still be \"dovish\" on rates next year. Puri forecasts that the Fed will raise rates just once next year, which is below consensus, he said.\n\"We expect two rate hikes next year,\" said New York Life Investment's Goodwin.\nMorgan Stanley's Shalett wrote in her 2022 outlook note that \"we see a classic reflationary rebalancing in which higher nominal and real rates reflect higher average growth and inflation rates.\" She also expects yield curves will steepen, profit margins to be squeezed by rising costs, and price-to-earnings ratios to compress in \"rate-sensitive sectors.\"\n\"Within the U.S., we like reopening and reflationary themes and beneficiaries of higher bond yields,\" JPMorgan said in its report Wednesday. The bank's strategists expect the yield on the 10-year Treasury note will rise to 2.25% by the end of next year, the report shows.\n\"Our view is that 2022 will be the year of a full global recovery, an end of the global pandemic, and a return to normal conditions we had prior to the COVID-19 outbreak,\" Marko Kolanovic, chief global markets strategist at JPMorgan, and the bank's global co-head of research Hussein Malik wrote in the report Wednesday.\nAccording to Shalett, \"on most counts, 2022 will be a critical year when the imbalances wrought by the global pandemic begin to resolve and the business cycle normalizes from extremes.\"","news_type":1,"symbols_score_info":{".IXIC":0.9,"OEX":0.9,"IDNA":0.9,"ESmain":0.9,"SDS":0.9,"SH":0.9,"OEF":0.9,"SSO":0.9,"IVV":0.9,"MS":0.9,"UPRO":0.9,"SPXU":0.9,"SPY":0.9,".SPX":0.9,"END":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630345015,"gmtCreate":1642725433815,"gmtModify":1642725441780,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"OK👌","listText":"OK👌","text":"OK👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630345015","repostId":"1134509683","repostType":4,"repost":{"id":"1134509683","kind":"news","pubTimestamp":1641612579,"share":"https://www.laohu8.com/m/news/1134509683?lang=zh_CN&edition=full","pubTime":"2022-01-08 11:29","market":"us","language":"en","title":"3 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134509683","media":"Motley Fool","summary":"These three COVID-19 stocks could rake in a tremendous amount of cash this year.","content":"<p><html><head></head><body>It&#39;s a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.</p><p><blockquote><html><head></head><body>这是新的一年，新冠肺炎仍然和我们在一起。去年，我们看到医疗保健领域多种新冠疫苗和治疗方法获得了紧急使用授权。制药公司将在2022年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote></p><p><b>Pfizer</b>(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy <b>Novavax</b>(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in <b>Vir Biotechnology</b>(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.</p><p><blockquote><b>辉瑞</b>（纽约证券交易所股票代码：PFE）是一家价值3100亿美元的大型公司，预计其新冠疫苗和抗病毒药物的销售额将不会是10亿或100亿美元，而是超过500亿美元。斗志昂扬<b>Novavax</b>（纳斯达克：NVAX）终于在全球范围内推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人<b>维尔生物技术</b>（纳斯达克：维尔）。对于这家小型生物技术公司来说，它的一种药物很容易成为价值10亿美元的重磅炸弹。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>A safe harbor in stormy weather</b></p><p><blockquote><b>暴风雨天气中的避风港</b></blockquote></p><p><b>George Budwell(Pfizer):</b>Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.</p><p><blockquote><b>乔治·巴德威尔（辉瑞）：</b>辉瑞是新冠肺炎制药产品无可争议的冠军。仅在2022年，华尔街预计这家制药巨头的新型冠状病毒疫苗Comirnaty和口服抗病毒药物Paxlovid的销售额就将达到550亿美元。</blockquote></p><p>What&#39;s more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.</p><p><blockquote>更重要的是，分析师开始接受Paxlovid可能在当前十年内成为该公司可持续收入来源的想法。当该药物上个月首次被美国食品和药物管理局根据紧急使用授权途径允许上市时，华尔街认为从商业角度来看，Paxlovid可能会在一年左右的时间内达到顶峰，然后随着疫情从视野中消失，销售额急剧下降。</blockquote></p><p>But less than three weeks out from the drug&#39;s initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.</p><p><blockquote>但距离该药物首次获得批准还不到三周，令人痛苦的是，很明显，Paxlovid可能需要作为未来几年COVID-19最坏结果的故障保险。毕竟，高传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote></p><p>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.</p><p><blockquote>这一切意味着，辉瑞应该是少数几家在新冠肺炎拥有可观、长期收入来源的大型制药商之一。反过来，在可预见的未来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及雄心勃勃的业务发展计划。</blockquote></p><p>So, if you&#39;re looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.</p><p><blockquote>因此，如果您正在寻找一只能够抵御极高通胀和利率上升双重阻力的股票，辉瑞可能值得一试。</blockquote></p><p><b>Revenue forecasts for Novavax:  $2 billion to $8 billion</b></p><p><blockquote><b>Novavax的收入预测：20亿至80亿美元</b></blockquote></p><p><b>Taylor Carmichael(Novavax):</b>Novavax is on the verge of greatness this year. The company&#39;s stock price is down to $125 a share. That&#39;s where it started in 2021, so last year was pretty much a washout for the stock.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax今年正处于伟大的边缘。该公司的股价跌至每股125美元。这就是它在2021年开始的地方，所以去年该股几乎遭受了洗盘。</blockquote></p><p>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.</p><p><blockquote>早在2月份，当Novavax报告其新冠疫苗的积极3期数据时，股价就飙升至300美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人说它的疫苗是同类产品中最好的，但扩大约20亿剂疫苗的合同生产说起来容易做起来难。这些现实导致该股较高点下跌约60%。</blockquote></p><p>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it&#39;s highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company&#39;s already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.</p><p><blockquote>尽管如此，Novavax的收入已经达到了10亿美元大关，因此由于所有的预订，其疫苗甚至在获得批准之前就已经一鸣惊人。现在，全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度收益看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的生产能力。该公司预计将继续扩大规模，并预测2022年将分发20亿剂疫苗。</blockquote></p><p>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that&#39;s over $4 billion in sales, just in Europe.</p><p><blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购了1亿剂疫苗），我们粗略计算出收入为320亿美元。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。尽管该公司对其价格保持沉默，但丹麦早在8月份就表示，根据欧盟(EU)协议，它为每剂疫苗支付了近21美元。欧盟已经订购了2亿剂，因此仅在欧洲的销售额就超过40亿美元。</blockquote></p><p></p><p>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company&#39;s market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.</p><p><blockquote>分析师非常保守，对Novavax 2022年的预测在20亿至80亿美元之间。（该公司的市值为90亿美元。）虽然一路上可能会出现一些问题，但Novavax肯定会在2022年从其COVID-19疫苗中赚取数十亿美元。如果该公司确实像其所说的那样交付20亿剂疫苗，该股可能会有大幅上涨空间。</blockquote></p><p><b>The antibody market all to itself</b></p><p><blockquote><b>抗体市场全靠自己</b></blockquote></p><p><b>Patrick Bafuma(Vir Biotechnology):</b>The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from <b>Eli Lilly</b> (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from <b>Roche</b>and<b>Regeneron</b> are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--<b>GlaxoSmithKline</b> and Vir Biotechnology&#39;s sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it&#39;s the only one left right now to fight the omicron variant.</p><p><blockquote><b>Patrick Bafuma（Vir Biotechnology）：</b>奥密克戎变种目前猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自<b>礼来公司</b>（bamlanivimab加etesevimab）以及来自<b>罗氏</b>和<b>再生</b>被认为对当前变体的活性显著降低。这样就只剩下一种对奥密克戎有效的输液了--<b>葛兰素史克</b>以及Vir Biotechnology的sotrovimab。这种单克隆抗体先前证明，在轻度至中度新冠肺炎和进展为重度疾病的高风险成人中，住院和死亡风险降低了79%。它是目前唯一一个对抗奥密克戎变种的人。</blockquote></p><p>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly&#39;s antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.</p><p><blockquote>作为唯一的单克隆抗体将有其特权。2021年前9个月，REGEN-COV带来了35亿美元的产品净销售额，而礼来公司的抗体组合带来了11.7亿美元。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院挤满了病人，任何有助于缓解系统压力的东西都可能受到高度追捧。</blockquote></p><p>And while Pfizer&#39;s Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who&#39;s who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid&#39;s possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.</p><p><blockquote>虽然辉瑞的Paxlovid将极大地有利于减轻医疗保健系统的COVID-19负担，但这种口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像是常用处方药的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的止痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，表达了对Paxlovid可能的药物相互作用的担忧，这为sotrovimab继续广泛使用留下了充足的空间。根据与GSK的协议，Vir获得了sotrovimab销售额的72.5%，这家价值44亿美元的生物技术公司目前看起来很划算。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID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 COVID Stocks That Will Make Billions in 2022<blockquote>2022年将赚取数十亿美元的3只COVID股票</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\">2022-01-08 11:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It&#39;s a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.</p><p><blockquote><html><head></head><body>这是新的一年，新冠肺炎仍然和我们在一起。去年，我们看到医疗保健领域多种新冠疫苗和治疗方法获得了紧急使用授权。制药公司将在2022年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote></p><p><b>Pfizer</b>(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy <b>Novavax</b>(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in <b>Vir Biotechnology</b>(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.</p><p><blockquote><b>辉瑞</b>（纽约证券交易所股票代码：PFE）是一家价值3100亿美元的大型公司，预计其新冠疫苗和抗病毒药物的销售额将不会是10亿或100亿美元，而是超过500亿美元。斗志昂扬<b>Novavax</b>（纳斯达克：NVAX）终于在全球范围内推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人<b>维尔生物技术</b>（纳斯达克：维尔）。对于这家小型生物技术公司来说，它的一种药物很容易成为价值10亿美元的重磅炸弹。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>A safe harbor in stormy weather</b></p><p><blockquote><b>暴风雨天气中的避风港</b></blockquote></p><p><b>George Budwell(Pfizer):</b>Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.</p><p><blockquote><b>乔治·巴德威尔（辉瑞）：</b>辉瑞是新冠肺炎制药产品无可争议的冠军。仅在2022年，华尔街预计这家制药巨头的新型冠状病毒疫苗Comirnaty和口服抗病毒药物Paxlovid的销售额就将达到550亿美元。</blockquote></p><p>What&#39;s more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.</p><p><blockquote>更重要的是，分析师开始接受Paxlovid可能在当前十年内成为该公司可持续收入来源的想法。当该药物上个月首次被美国食品和药物管理局根据紧急使用授权途径允许上市时，华尔街认为从商业角度来看，Paxlovid可能会在一年左右的时间内达到顶峰，然后随着疫情从视野中消失，销售额急剧下降。</blockquote></p><p>But less than three weeks out from the drug&#39;s initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.</p><p><blockquote>但距离该药物首次获得批准还不到三周，令人痛苦的是，很明显，Paxlovid可能需要作为未来几年COVID-19最坏结果的故障保险。毕竟，高传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote></p><p>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.</p><p><blockquote>这一切意味着，辉瑞应该是少数几家在新冠肺炎拥有可观、长期收入来源的大型制药商之一。反过来，在可预见的未来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及雄心勃勃的业务发展计划。</blockquote></p><p>So, if you&#39;re looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.</p><p><blockquote>因此，如果您正在寻找一只能够抵御极高通胀和利率上升双重阻力的股票，辉瑞可能值得一试。</blockquote></p><p><b>Revenue forecasts for Novavax:  $2 billion to $8 billion</b></p><p><blockquote><b>Novavax的收入预测：20亿至80亿美元</b></blockquote></p><p><b>Taylor Carmichael(Novavax):</b>Novavax is on the verge of greatness this year. The company&#39;s stock price is down to $125 a share. That&#39;s where it started in 2021, so last year was pretty much a washout for the stock.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax今年正处于伟大的边缘。该公司的股价跌至每股125美元。这就是它在2021年开始的地方，所以去年该股几乎遭受了洗盘。</blockquote></p><p>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.</p><p><blockquote>早在2月份，当Novavax报告其新冠疫苗的积极3期数据时，股价就飙升至300美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人说它的疫苗是同类产品中最好的，但扩大约20亿剂疫苗的合同生产说起来容易做起来难。这些现实导致该股较高点下跌约60%。</blockquote></p><p>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it&#39;s highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company&#39;s already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.</p><p><blockquote>尽管如此，Novavax的收入已经达到了10亿美元大关，因此由于所有的预订，其疫苗甚至在获得批准之前就已经一鸣惊人。现在，全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度收益看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的生产能力。该公司预计将继续扩大规模，并预测2022年将分发20亿剂疫苗。</blockquote></p><p>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that&#39;s over $4 billion in sales, just in Europe.</p><p><blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购了1亿剂疫苗），我们粗略计算出收入为320亿美元。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。尽管该公司对其价格保持沉默，但丹麦早在8月份就表示，根据欧盟(EU)协议，它为每剂疫苗支付了近21美元。欧盟已经订购了2亿剂，因此仅在欧洲的销售额就超过40亿美元。</blockquote></p><p></p><p>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company&#39;s market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.</p><p><blockquote>分析师非常保守，对Novavax 2022年的预测在20亿至80亿美元之间。（该公司的市值为90亿美元。）虽然一路上可能会出现一些问题，但Novavax肯定会在2022年从其COVID-19疫苗中赚取数十亿美元。如果该公司确实像其所说的那样交付20亿剂疫苗，该股可能会有大幅上涨空间。</blockquote></p><p><b>The antibody market all to itself</b></p><p><blockquote><b>抗体市场全靠自己</b></blockquote></p><p><b>Patrick Bafuma(Vir Biotechnology):</b>The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from <b>Eli Lilly</b> (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from <b>Roche</b>and<b>Regeneron</b> are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--<b>GlaxoSmithKline</b> and Vir Biotechnology&#39;s sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it&#39;s the only one left right now to fight the omicron variant.</p><p><blockquote><b>Patrick Bafuma（Vir Biotechnology）：</b>奥密克戎变种目前猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自<b>礼来公司</b>（bamlanivimab加etesevimab）以及来自<b>罗氏</b>和<b>再生</b>被认为对当前变体的活性显著降低。这样就只剩下一种对奥密克戎有效的输液了--<b>葛兰素史克</b>以及Vir Biotechnology的sotrovimab。这种单克隆抗体先前证明，在轻度至中度新冠肺炎和进展为重度疾病的高风险成人中，住院和死亡风险降低了79%。它是目前唯一一个对抗奥密克戎变种的人。</blockquote></p><p>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly&#39;s antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.</p><p><blockquote>作为唯一的单克隆抗体将有其特权。2021年前9个月，REGEN-COV带来了35亿美元的产品净销售额，而礼来公司的抗体组合带来了11.7亿美元。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院挤满了病人，任何有助于缓解系统压力的东西都可能受到高度追捧。</blockquote></p><p>And while Pfizer&#39;s Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who&#39;s who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid&#39;s possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.</p><p><blockquote>虽然辉瑞的Paxlovid将极大地有利于减轻医疗保健系统的COVID-19负担，但这种口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像是常用处方药的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的止痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，表达了对Paxlovid可能的药物相互作用的担忧，这为sotrovimab继续广泛使用留下了充足的空间。根据与GSK的协议，Vir获得了sotrovimab销售额的72.5%，这家价值44亿美元的生物技术公司目前看起来很划算。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/\">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":{"PFE":"辉瑞","VIR":"Vir Biotechnology, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134509683","content_text":"It's a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.Pfizer(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy Novavax(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in Vir Biotechnology(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.IMAGE SOURCE: GETTY IMAGES.A safe harbor in stormy weatherGeorge Budwell(Pfizer):Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.What's more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.But less than three weeks out from the drug's initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.So, if you're looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.Revenue forecasts for Novavax:  $2 billion to $8 billionTaylor Carmichael(Novavax):Novavax is on the verge of greatness this year. The company's stock price is down to $125 a share. That's where it started in 2021, so last year was pretty much a washout for the stock.Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it's highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company's already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that's over $4 billion in sales, just in Europe.Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company's market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.The antibody market all to itselfPatrick Bafuma(Vir Biotechnology):The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from Eli Lilly (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from RocheandRegeneron are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--GlaxoSmithKline and Vir Biotechnology's sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it's the only one left right now to fight the omicron variant.Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly's antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.And while Pfizer's Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who's who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid's possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.","news_type":1,"symbols_score_info":{"NVAX":0.9,"VIR":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":3722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630342483,"gmtCreate":1642725393521,"gmtModify":1642725393632,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"OK👌","listText":"OK👌","text":"OK👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630342483","repostId":"1138592368","repostType":4,"repost":{"id":"1138592368","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":1641997842,"share":"https://www.laohu8.com/m/news/1138592368?lang=zh_CN&edition=full","pubTime":"2022-01-12 22:30","market":"us","language":"en","title":"Stocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138592368","media":"Tiger Newspress","summary":"Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high","content":"<p><html><head></head><body>Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high rate of price increases across the recovering economy. Still, this came a day following remarks from Federal Reserve Chair Jerome Powell reasserting that the central bank would step in as needed to rein in rising prices.</p><p><blockquote><html><head></head><body>周三股市上涨，投资者关注一份新的通胀报告，该报告显示复苏中的经济再次出现数十年来的最高价格涨幅。尽管如此，一天前，美联储主席杰罗姆·鲍威尔重申央行将根据需要进行干预以遏制物价上涨。</body></html></blockquote></p><p>The Bureau of Labor Statistics&#39; December Consumer Price Index (CPI)showed prices rose at a 7.0% year-over-year rate at the end of 2021, marking the fastest increase since 1982. This matched consensus estimates, based on Bloomberg data, and accelerated from November&#39;s already elevated 6.8% increase. On a month-over-month basis, consumer prices rose 0.5%, or slightly more than the 0.4% rise expected, to mark an eighteenth consecutive month of prices increases.</p><p><blockquote>美国劳工统计局12月消费者价格指数(CPI)显示，2021年底物价同比上涨7.0%，创1982年以来最快涨幅。这与基于彭博社数据的普遍预期相符，并且较11月份本已高达6.8%的增幅有所加速。从环比来看，消费者价格上涨0.5%，略高于预期的0.4%，这是价格连续第十八个月上涨。</blockquote></p><p>Excluding food and energy prices, the so-called core measure of consumer prices rose 5.5% in December over last year, coming in at the fastest rate since 1991.</p><p><blockquote>不包括食品和能源价格，所谓的消费者价格核心指标12月份比去年上涨5.5%，为1991年以来的最快涨幅。</blockquote></p><p>Wednesday&#39;s market moves came following a rebound rally on Tuesday, with markets at least temporarily finding relief in assurances from Federal Reserve Chair Jerome Powell that the central bank would step in as necessary to ease rising prices. InPowell&#39;s renomination hearing before the Senate Banking Committee, the central bank leader reiterated that the Fed would use its policy tools to bring down inflation.</p><p><blockquote>周三的市场走势是在周二的反弹之后发生的，美联储主席杰罗姆·鲍威尔保证美联储将在必要时介入以缓解物价上涨，这至少暂时让市场松了一口气。在参议院银行委员会举行的鲍威尔重新提名听证会上，这位央行领导人重申，美联储将利用其政策工具降低通胀。</blockquote></p><p>“If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will,” Powell said during the hearing.</p><p><blockquote>鲍威尔在听证会上表示：“如果我们看到通胀持续在高位，时间比预期的要长，如果我们不得不随着时间的推移进一步加息，那么我们就会加息。”</blockquote></p><p>The central bankpreviously telegraphed it was eyeing three interest rate hikesthis year to bring benchmark rates up from their current near-zero levels. However, some topWall Street firms have predictedthe Fed will raise rates four times given the current inflationary backdrop.</p><p><blockquote>央行此前曾表示，今年计划加息三次，以将基准利率从目前接近零的水平上调。然而，一些华尔街顶级公司预测，鉴于当前的通胀背景，美联储将加息四次。</blockquote></p><p>But though Powell doubled down on the Fed&#39;s goal of curbing inflation and using interest rate hikes as a tool to achieve this, he revealed little further about the Fed&#39;s plan to begin shrinking its nearly $9 trillion balance sheet. The Fed&#39;s December meeting minutes last week suggested central bank officials were beginning to discuss drawing down the Fed&#39;s balance sheet after nearly two years of asset purchases to help support markets during the pandemic. Powell did reiterate in his hearing he expected the balance sheet runoff process would begin this year.</p><p><blockquote>但是，尽管鲍威尔加倍强调了美联储遏制通胀的目标，并将加息作为实现这一目标的工具，但他几乎没有进一步透露美联储开始缩减近9万亿美元资产负债表的计划。美联储上周的12月会议纪要显示，在近两年的资产购买之后，央行官员开始讨论缩减美联储的资产负债表，以帮助在疫情期间支撑市场。鲍威尔在听证会上重申，他预计资产负债表决选程序将于今年开始。</blockquote></p><p>&#34;I think the biggest comment on most investors&#39; minds that we talk to around the world would be a &#39;policy mistake&#39; that the Fed might be too aggressive,&#34; Brian Belski, BMO Capital Markets chief investment strategist,told Yahoo Finance Live on Tuesday.&#34;Mr. Powell basically came out today and said this is going to be a process ... with respect to how long this is going to take, and I think that&#39;s what&#39;s calming investors.&#34;</p><p><blockquote>BMO资本市场首席投资策略师Brian Belski周二对雅虎财经直播表示：“我认为，在我们与世界各地的大多数投资者交谈时，最大的评论是美联储可能过于激进的‘政策错误’。”鲍威尔今天基本上出来说这将是一个过程...关于这需要多长时间，我认为这就是让投资者平静下来的原因。”</blockquote></p><p>Though prospects of higher borrowing costs and tighter financial conditions have stirred up volatility in U.S. equities and tech stocks especially in recent sessions, Tuesday&#39;s session saw a reversal, with the tech-heavy Nasdaq Composite sharply outperforming.</p><p><blockquote>尽管借贷成本上升和金融状况收紧的前景引发了美国股市和科技股的波动，尤其是在最近几个交易日，但周二的交易日出现了逆转，以科技股为主的纳斯达克综合指数大幅跑赢大盘。</blockquote></p><p>&#34;The issue with tech, I would argue, is not so much one of a little extra duration exposure because growth is further away, but it&#39;s simply one of valuation,&#34; Simeon Hyman, ProShares Global Investment Strategist,told Yahoo Finance Live on Tuesday.&#34;And indeed those top-heavy, largest-cap tech stocks perhaps just were a little bit expensive going into the end of last year and the beginning of 2022. But don&#39;t completely rule out good growth stories because that is the biggest defense against inflation. It is the growth of earnings and dividends.&#34;</p><p><blockquote>ProShares全球投资策略师西蒙·海曼(Simeon Hyman)周二对雅虎财经直播表示：“我认为，科技股的问题与其说是因为增长还很遥远，不如说是估值问题。”事实上，那些头重脚轻、市值最大的科技股在去年底和2022年初可能有点贵。但不要完全排除良好的增长故事，因为这是对抗通胀的最大防御。这是盈利和股息的增长。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</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\">\nStocks rise as Wall Street shakes off red hot inflation report<blockquote>华尔街摆脱炙手可热的通胀报告，股市上涨</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\">2022-01-12 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high rate of price increases across the recovering economy. Still, this came a day following remarks from Federal Reserve Chair Jerome Powell reasserting that the central bank would step in as needed to rein in rising prices.</p><p><blockquote><html><head></head><body>周三股市上涨，投资者关注一份新的通胀报告，该报告显示复苏中的经济再次出现数十年来的最高价格涨幅。尽管如此，一天前，美联储主席杰罗姆·鲍威尔重申央行将根据需要进行干预以遏制物价上涨。</body></html></blockquote></p><p>The Bureau of Labor Statistics&#39; December Consumer Price Index (CPI)showed prices rose at a 7.0% year-over-year rate at the end of 2021, marking the fastest increase since 1982. This matched consensus estimates, based on Bloomberg data, and accelerated from November&#39;s already elevated 6.8% increase. On a month-over-month basis, consumer prices rose 0.5%, or slightly more than the 0.4% rise expected, to mark an eighteenth consecutive month of prices increases.</p><p><blockquote>美国劳工统计局12月消费者价格指数(CPI)显示，2021年底物价同比上涨7.0%，创1982年以来最快涨幅。这与基于彭博社数据的普遍预期相符，并且较11月份本已高达6.8%的增幅有所加速。从环比来看，消费者价格上涨0.5%，略高于预期的0.4%，这是价格连续第十八个月上涨。</blockquote></p><p>Excluding food and energy prices, the so-called core measure of consumer prices rose 5.5% in December over last year, coming in at the fastest rate since 1991.</p><p><blockquote>不包括食品和能源价格，所谓的消费者价格核心指标12月份比去年上涨5.5%，为1991年以来的最快涨幅。</blockquote></p><p>Wednesday&#39;s market moves came following a rebound rally on Tuesday, with markets at least temporarily finding relief in assurances from Federal Reserve Chair Jerome Powell that the central bank would step in as necessary to ease rising prices. InPowell&#39;s renomination hearing before the Senate Banking Committee, the central bank leader reiterated that the Fed would use its policy tools to bring down inflation.</p><p><blockquote>周三的市场走势是在周二的反弹之后发生的，美联储主席杰罗姆·鲍威尔保证美联储将在必要时介入以缓解物价上涨，这至少暂时让市场松了一口气。在参议院银行委员会举行的鲍威尔重新提名听证会上，这位央行领导人重申，美联储将利用其政策工具降低通胀。</blockquote></p><p>“If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will,” Powell said during the hearing.</p><p><blockquote>鲍威尔在听证会上表示：“如果我们看到通胀持续在高位，时间比预期的要长，如果我们不得不随着时间的推移进一步加息，那么我们就会加息。”</blockquote></p><p>The central bankpreviously telegraphed it was eyeing three interest rate hikesthis year to bring benchmark rates up from their current near-zero levels. However, some topWall Street firms have predictedthe Fed will raise rates four times given the current inflationary backdrop.</p><p><blockquote>央行此前曾表示，今年计划加息三次，以将基准利率从目前接近零的水平上调。然而，一些华尔街顶级公司预测，鉴于当前的通胀背景，美联储将加息四次。</blockquote></p><p>But though Powell doubled down on the Fed&#39;s goal of curbing inflation and using interest rate hikes as a tool to achieve this, he revealed little further about the Fed&#39;s plan to begin shrinking its nearly $9 trillion balance sheet. The Fed&#39;s December meeting minutes last week suggested central bank officials were beginning to discuss drawing down the Fed&#39;s balance sheet after nearly two years of asset purchases to help support markets during the pandemic. Powell did reiterate in his hearing he expected the balance sheet runoff process would begin this year.</p><p><blockquote>但是，尽管鲍威尔加倍强调了美联储遏制通胀的目标，并将加息作为实现这一目标的工具，但他几乎没有进一步透露美联储开始缩减近9万亿美元资产负债表的计划。美联储上周的12月会议纪要显示，在近两年的资产购买之后，央行官员开始讨论缩减美联储的资产负债表，以帮助在疫情期间支撑市场。鲍威尔在听证会上重申，他预计资产负债表决选程序将于今年开始。</blockquote></p><p>&#34;I think the biggest comment on most investors&#39; minds that we talk to around the world would be a &#39;policy mistake&#39; that the Fed might be too aggressive,&#34; Brian Belski, BMO Capital Markets chief investment strategist,told Yahoo Finance Live on Tuesday.&#34;Mr. Powell basically came out today and said this is going to be a process ... with respect to how long this is going to take, and I think that&#39;s what&#39;s calming investors.&#34;</p><p><blockquote>BMO资本市场首席投资策略师Brian Belski周二对雅虎财经直播表示：“我认为，在我们与世界各地的大多数投资者交谈时，最大的评论是美联储可能过于激进的‘政策错误’。”鲍威尔今天基本上出来说这将是一个过程...关于这需要多长时间，我认为这就是让投资者平静下来的原因。”</blockquote></p><p>Though prospects of higher borrowing costs and tighter financial conditions have stirred up volatility in U.S. equities and tech stocks especially in recent sessions, Tuesday&#39;s session saw a reversal, with the tech-heavy Nasdaq Composite sharply outperforming.</p><p><blockquote>尽管借贷成本上升和金融状况收紧的前景引发了美国股市和科技股的波动，尤其是在最近几个交易日，但周二的交易日出现了逆转，以科技股为主的纳斯达克综合指数大幅跑赢大盘。</blockquote></p><p>&#34;The issue with tech, I would argue, is not so much one of a little extra duration exposure because growth is further away, but it&#39;s simply one of valuation,&#34; Simeon Hyman, ProShares Global Investment Strategist,told Yahoo Finance Live on Tuesday.&#34;And indeed those top-heavy, largest-cap tech stocks perhaps just were a little bit expensive going into the end of last year and the beginning of 2022. But don&#39;t completely rule out good growth stories because that is the biggest defense against inflation. It is the growth of earnings and dividends.&#34;</p><p><blockquote>ProShares全球投资策略师西蒙·海曼(Simeon Hyman)周二对雅虎财经直播表示：“我认为，科技股的问题与其说是因为增长还很遥远，不如说是估值问题。”事实上，那些头重脚轻、市值最大的科技股在去年底和2022年初可能有点贵。但不要完全排除良好的增长故事，因为这是对抗通胀的最大防御。这是盈利和股息的增长。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138592368","content_text":"Stocks rose Wednesday as investors eyed a new report on inflation, which showed another decades-high rate of price increases across the recovering economy. Still, this came a day following remarks from Federal Reserve Chair Jerome Powell reasserting that the central bank would step in as needed to rein in rising prices.The Bureau of Labor Statistics' December Consumer Price Index (CPI)showed prices rose at a 7.0% year-over-year rate at the end of 2021, marking the fastest increase since 1982. This matched consensus estimates, based on Bloomberg data, and accelerated from November's already elevated 6.8% increase. On a month-over-month basis, consumer prices rose 0.5%, or slightly more than the 0.4% rise expected, to mark an eighteenth consecutive month of prices increases.Excluding food and energy prices, the so-called core measure of consumer prices rose 5.5% in December over last year, coming in at the fastest rate since 1991.Wednesday's market moves came following a rebound rally on Tuesday, with markets at least temporarily finding relief in assurances from Federal Reserve Chair Jerome Powell that the central bank would step in as necessary to ease rising prices. InPowell's renomination hearing before the Senate Banking Committee, the central bank leader reiterated that the Fed would use its policy tools to bring down inflation.“If we see inflation persisting at high levels, longer than expected, if we have to raise interest rates more over time, then we will,” Powell said during the hearing.The central bankpreviously telegraphed it was eyeing three interest rate hikesthis year to bring benchmark rates up from their current near-zero levels. However, some topWall Street firms have predictedthe Fed will raise rates four times given the current inflationary backdrop.But though Powell doubled down on the Fed's goal of curbing inflation and using interest rate hikes as a tool to achieve this, he revealed little further about the Fed's plan to begin shrinking its nearly $9 trillion balance sheet. The Fed's December meeting minutes last week suggested central bank officials were beginning to discuss drawing down the Fed's balance sheet after nearly two years of asset purchases to help support markets during the pandemic. Powell did reiterate in his hearing he expected the balance sheet runoff process would begin this year.\"I think the biggest comment on most investors' minds that we talk to around the world would be a 'policy mistake' that the Fed might be too aggressive,\" Brian Belski, BMO Capital Markets chief investment strategist,told Yahoo Finance Live on Tuesday.\"Mr. Powell basically came out today and said this is going to be a process ... with respect to how long this is going to take, and I think that's what's calming investors.\"Though prospects of higher borrowing costs and tighter financial conditions have stirred up volatility in U.S. equities and tech stocks especially in recent sessions, Tuesday's session saw a reversal, with the tech-heavy Nasdaq Composite sharply outperforming.\"The issue with tech, I would argue, is not so much one of a little extra duration exposure because growth is further away, but it's simply one of valuation,\" Simeon Hyman, ProShares Global Investment Strategist,told Yahoo Finance Live on Tuesday.\"And indeed those top-heavy, largest-cap tech stocks perhaps just were a little bit expensive going into the end of last year and the beginning of 2022. But don't completely rule out good growth stories because that is the biggest defense against inflation. It is the growth of earnings and dividends.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698820820,"gmtCreate":1640343733999,"gmtModify":1640344031317,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Okokok good idea","listText":"Okokok good idea","text":"Okokok good idea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698820820","isVote":1,"tweetType":1,"viewCount":2806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690428907,"gmtCreate":1639703201782,"gmtModify":1639703201846,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Notes","listText":"Notes","text":"Notes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690428907","repostId":"2192947044","repostType":4,"repost":{"id":"2192947044","kind":"highlight","pubTimestamp":1639699547,"share":"https://www.laohu8.com/m/news/2192947044?lang=zh_CN&edition=full","pubTime":"2021-12-17 08:05","market":"us","language":"en","title":"Oracle in talks to buy Cerner<blockquote>甲骨文正在洽谈收购Cerner</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2192947044","media":"The Wall Street Journal","summary":"Oracle Corp. ORCL -0.41% is in talks to buy electronic-medical-records company Cerner Corp. CERN 0.7","content":"<p>Oracle Corp. ORCL -0.41% is in talks to buy electronic-medical-records company Cerner Corp. CERN 0.72% , according to people familiar with the matter, a deal that could be worth around $30 billion and push the enterprise-software giant further into healthcare.</p><p><blockquote>据知情人士透露，甲骨文公司正在就收购电子医疗记录公司Cerner Corp.CERN 0.72%进行谈判，这笔交易可能价值约300亿美元，并将推动这家企业软件巨头进一步进入医疗保健领域。</blockquote></p><p> An agreement could be finalized soon, some of the people said, assuming the talks don’t fall apart or drag out. Should a deal come together, it would rank as the biggest ever for Oracle, which has a market value of more than $280 billion.</p><p><blockquote>一些知情人士表示，如果谈判不会破裂或拖延，协议可能很快就会敲定。如果这笔交易达成，这将成为甲骨文有史以来最大的一笔交易，该公司的市值超过2800亿美元。</blockquote></p><p> Kansas City, Mo.-based Cerner designs software that hospitals and doctors use to store and analyze medical records and other healthcare data. It has a market value of around $23 billion. With a typical takeover premium, a deal would be expected to value the company at something like $30 billion, though exact terms being discussed couldn’t be learned.</p><p><blockquote>总部位于密苏里州堪萨斯城的Cerner设计了医院和医生用来存储和分析医疗记录和其他医疗保健数据的软件。它的市值约为230亿美元。按照典型的收购溢价，一笔交易预计将使该公司估值约为300亿美元，但正在讨论的确切条款无法得知。</blockquote></p><p> Oracle, a Silicon Valley veteran that last year moved its headquarters to Austin, Texas, is one of the biggest software providers to other companies and organizations.</p><p><blockquote>甲骨文是一家硅谷老牌企业，去年将总部迁至德克萨斯州奥斯汀，是其他公司和组织最大的软件提供商之一。</blockquote></p><p> In August, Cerner tapped David Feinberg as chief executive officer, a role he assumed in October. Mr. Feinberg came from Oracle rival Google, where he had led the Alphabet Inc. unit’s push into healthcare and helped strike partnerships with some of the country’s largest hospital systems to collect and analyze their data.</p><p><blockquote>8月，Cerner任命David Feinberg为首席执行官，他于10月就任该职位。范伯格先生来自甲骨文的竞争对手谷歌，他曾领导Alphabet公司进军医疗保健领域，并帮助与美国一些最大的医院系统建立合作伙伴关系，以收集和分析他们的数据。</blockquote></p><p> Oracle already has a significant presence in healthcare, offering technology meant to help health insurers, healthcare providers and public health systems parse data to increase efficiency and improve patient outcomes.</p><p><blockquote>Oracle已经在医疗保健领域占据了重要地位，提供旨在帮助健康保险公司、医疗保健提供商和公共卫生系统解析数据以提高效率和改善患者结果的技术。</blockquote></p><p> Oracle shares closed Thursday at $103.22, down slightly amid a broad-based tech selloff and just off an all-time high reached the day before. They jumped over 15% last week when the company reported fiscal-second-quarter results that topped estimates and Chief Executive Safra Catz reiterated the expectation that full-year revenue growth would accelerate from the year earlier. Ms. Catz, who became the sole CEO in 2019, said she expects the company’s operating margins to be the same or better than they were pre-pandemic.</p><p><blockquote>甲骨文股价周四收于103.22美元，在广泛的科技股抛售中小幅下跌，刚刚脱离前一天创下的历史高点。上周，该公司公布的第二财季业绩超出预期，首席执行官Safra Catz重申了全年收入增长将较上年同期加速的预期，股价上涨了15%以上。卡茨女士于2019年成为唯一首席执行官，她表示，她预计公司的营业利润率将与大流行前持平或更好。</blockquote></p><p> The company also increased the authorization for share repurchases by $10 billion.</p><p><blockquote>该公司还将股票回购授权增加了100亿美元。</blockquote></p><p> Buying Cerner could help Oracle with its pivot toward the cloud. Investors have warmed to Oracle as the company ramps up its focus on winning cloud-computing business, after initially being slow to embrace the booming market for storing and analyzing data on remote servers. Oracle has been trying to make up ground in recent years after falling behind companies such as Amazon.com Inc. and Microsoft Corp. , which both now have market values well exceeding $1 trillion thanks in part to thriving cloud units.</p><p><blockquote>收购Cerner可以帮助甲骨文转向云计算。随着甲骨文加大对赢得云计算业务的关注，投资者对该公司产生了热情，此前该公司最初在拥抱蓬勃发展的远程服务器上存储和分析数据市场方面进展缓慢。甲骨文在落后于亚马逊公司和微软公司等公司后，近年来一直试图弥补这一差距，这两家公司的市值现在都远远超过1万亿美元，部分原因是云部门的蓬勃发展。</blockquote></p><p> A deal for Cerner would follow Microsoft’s agreement in April to buy artificial-intelligence company Nuance Communications Inc. for $16 billion, in a bet on the growing demand for digital healthcare tools.</p><p><blockquote>在收购Cerner之前，微软于4月份同意以160亿美元收购人工智能公司Nuance Communications Inc.，押注于对数字医疗工具不断增长的需求。</blockquote></p><p> Oracle was founded by outspoken billionaire Larry Ellison and others in 1977. Mr. Ellison owns roughly 42% of the company’s shares, a stake that is worth well over $100 billion. Mr. Ellison passed the CEO reins to Ms. Catz and the late Mark Hurd in 2014, but remains chairman and chief technology officer.</p><p><blockquote>甲骨文由直言不讳的亿万富翁拉里·埃里森等人于1977年创立。埃里森先生拥有该公司约42%的股份，该股份价值远超1000亿美元。埃里森先生于2014年将首席执行官的权力移交给了卡茨女士和已故的马克·赫德，但仍担任董事长兼首席技术官。</blockquote></p><p> A deal for Cerner would easily top Oracle’s next-largest transaction, the roughly $10 billion purchase of enterprise-software firm PeopleSoft Inc. that closed in 2005, followed by a $9 billion deal for cloud-software provider NetSuite Inc. in 2016.</p><p><blockquote>收购Cerner的交易将轻松超过甲骨文的第二大交易，即2005年以约100亿美元收购企业软件公司PeopleSoft Inc.，随后于2016年以90亿美元收购云软件提供商NetSuite Inc.。</blockquote></p><p> In 2020, Oracle showed an appetite for bigger deals when it beat out Microsoft in bidding for the video-sharing app TikTok’s U.S. operations. The Trump administration’s concerns about TikTok’s Chinese ownership had effectively put the business in play, but the deal was put on hold indefinitely by the Biden administration.</p><p><blockquote>2020年，甲骨文在竞购视频分享应用TikTok的美国业务时击败了微软，表现出了对更大交易的兴趣。特朗普政府对抖音中国所有权的担忧实际上让这项业务发挥了作用，但该交易被拜登政府无限期搁置。</blockquote></p><p> Cerner, founded in 1979, competes with the likes of privately held Epic Systems Corp. and Athenahealth Inc., which recently agreed to a sale to one group of private-equity firms by another for around $17 billion including debt.</p><p><blockquote>Cerner成立于1979年，与私人控股的Epic Systems Corp.和Athenahealth Inc.等公司竞争，后者最近同意由另一家私募股权公司以约170亿美元（包括债务）的价格出售给一家私募股权公司。</blockquote></p><p> Cerner shares rose slightly to $79.49 Thursday.</p><p><blockquote>Cerner股价周四小幅上涨至79.49美元。</blockquote></p><p> An Oracle-Cerner deal would rank as one of the largest takeovers of 2021, which is shaping up to be one of the busiest ever for mergers and acquisitions. Merger activity in the U.S. is up 78% to $2.45 trillion, according to Dealogic, as lofty stock prices and easy money embolden companies to strike deals and special-purpose acquisition companies are formed at a breakneck pace.</p><p><blockquote>甲骨文与Cerner的交易将成为2021年最大的收购之一，这将成为有史以来最繁忙的并购之一。Dealogic的数据显示，美国的并购活动增长了78%，达到2.45万亿美元，因为高昂的股价和宽松的资金鼓励公司达成交易，特殊目的收购公司以极快的速度成立。</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>Oracle in talks to buy Cerner<blockquote>甲骨文正在洽谈收购Cerner</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\">\nOracle in talks to buy Cerner<blockquote>甲骨文正在洽谈收购Cerner</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-12-17 08:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Oracle Corp. ORCL -0.41% is in talks to buy electronic-medical-records company Cerner Corp. CERN 0.72% , according to people familiar with the matter, a deal that could be worth around $30 billion and push the enterprise-software giant further into healthcare.</p><p><blockquote>据知情人士透露，甲骨文公司正在就收购电子医疗记录公司Cerner Corp.CERN 0.72%进行谈判，这笔交易可能价值约300亿美元，并将推动这家企业软件巨头进一步进入医疗保健领域。</blockquote></p><p> An agreement could be finalized soon, some of the people said, assuming the talks don’t fall apart or drag out. Should a deal come together, it would rank as the biggest ever for Oracle, which has a market value of more than $280 billion.</p><p><blockquote>一些知情人士表示，如果谈判不会破裂或拖延，协议可能很快就会敲定。如果这笔交易达成，这将成为甲骨文有史以来最大的一笔交易，该公司的市值超过2800亿美元。</blockquote></p><p> Kansas City, Mo.-based Cerner designs software that hospitals and doctors use to store and analyze medical records and other healthcare data. It has a market value of around $23 billion. With a typical takeover premium, a deal would be expected to value the company at something like $30 billion, though exact terms being discussed couldn’t be learned.</p><p><blockquote>总部位于密苏里州堪萨斯城的Cerner设计了医院和医生用来存储和分析医疗记录和其他医疗保健数据的软件。它的市值约为230亿美元。按照典型的收购溢价，一笔交易预计将使该公司估值约为300亿美元，但正在讨论的确切条款无法得知。</blockquote></p><p> Oracle, a Silicon Valley veteran that last year moved its headquarters to Austin, Texas, is one of the biggest software providers to other companies and organizations.</p><p><blockquote>甲骨文是一家硅谷老牌企业，去年将总部迁至德克萨斯州奥斯汀，是其他公司和组织最大的软件提供商之一。</blockquote></p><p> In August, Cerner tapped David Feinberg as chief executive officer, a role he assumed in October. Mr. Feinberg came from Oracle rival Google, where he had led the Alphabet Inc. unit’s push into healthcare and helped strike partnerships with some of the country’s largest hospital systems to collect and analyze their data.</p><p><blockquote>8月，Cerner任命David Feinberg为首席执行官，他于10月就任该职位。范伯格先生来自甲骨文的竞争对手谷歌，他曾领导Alphabet公司进军医疗保健领域，并帮助与美国一些最大的医院系统建立合作伙伴关系，以收集和分析他们的数据。</blockquote></p><p> Oracle already has a significant presence in healthcare, offering technology meant to help health insurers, healthcare providers and public health systems parse data to increase efficiency and improve patient outcomes.</p><p><blockquote>Oracle已经在医疗保健领域占据了重要地位，提供旨在帮助健康保险公司、医疗保健提供商和公共卫生系统解析数据以提高效率和改善患者结果的技术。</blockquote></p><p> Oracle shares closed Thursday at $103.22, down slightly amid a broad-based tech selloff and just off an all-time high reached the day before. They jumped over 15% last week when the company reported fiscal-second-quarter results that topped estimates and Chief Executive Safra Catz reiterated the expectation that full-year revenue growth would accelerate from the year earlier. Ms. Catz, who became the sole CEO in 2019, said she expects the company’s operating margins to be the same or better than they were pre-pandemic.</p><p><blockquote>甲骨文股价周四收于103.22美元，在广泛的科技股抛售中小幅下跌，刚刚脱离前一天创下的历史高点。上周，该公司公布的第二财季业绩超出预期，首席执行官Safra Catz重申了全年收入增长将较上年同期加速的预期，股价上涨了15%以上。卡茨女士于2019年成为唯一首席执行官，她表示，她预计公司的营业利润率将与大流行前持平或更好。</blockquote></p><p> The company also increased the authorization for share repurchases by $10 billion.</p><p><blockquote>该公司还将股票回购授权增加了100亿美元。</blockquote></p><p> Buying Cerner could help Oracle with its pivot toward the cloud. Investors have warmed to Oracle as the company ramps up its focus on winning cloud-computing business, after initially being slow to embrace the booming market for storing and analyzing data on remote servers. Oracle has been trying to make up ground in recent years after falling behind companies such as Amazon.com Inc. and Microsoft Corp. , which both now have market values well exceeding $1 trillion thanks in part to thriving cloud units.</p><p><blockquote>收购Cerner可以帮助甲骨文转向云计算。随着甲骨文加大对赢得云计算业务的关注，投资者对该公司产生了热情，此前该公司最初在拥抱蓬勃发展的远程服务器上存储和分析数据市场方面进展缓慢。甲骨文在落后于亚马逊公司和微软公司等公司后，近年来一直试图弥补这一差距，这两家公司的市值现在都远远超过1万亿美元，部分原因是云部门的蓬勃发展。</blockquote></p><p> A deal for Cerner would follow Microsoft’s agreement in April to buy artificial-intelligence company Nuance Communications Inc. for $16 billion, in a bet on the growing demand for digital healthcare tools.</p><p><blockquote>在收购Cerner之前，微软于4月份同意以160亿美元收购人工智能公司Nuance Communications Inc.，押注于对数字医疗工具不断增长的需求。</blockquote></p><p> Oracle was founded by outspoken billionaire Larry Ellison and others in 1977. Mr. Ellison owns roughly 42% of the company’s shares, a stake that is worth well over $100 billion. Mr. Ellison passed the CEO reins to Ms. Catz and the late Mark Hurd in 2014, but remains chairman and chief technology officer.</p><p><blockquote>甲骨文由直言不讳的亿万富翁拉里·埃里森等人于1977年创立。埃里森先生拥有该公司约42%的股份，该股份价值远超1000亿美元。埃里森先生于2014年将首席执行官的权力移交给了卡茨女士和已故的马克·赫德，但仍担任董事长兼首席技术官。</blockquote></p><p> A deal for Cerner would easily top Oracle’s next-largest transaction, the roughly $10 billion purchase of enterprise-software firm PeopleSoft Inc. that closed in 2005, followed by a $9 billion deal for cloud-software provider NetSuite Inc. in 2016.</p><p><blockquote>收购Cerner的交易将轻松超过甲骨文的第二大交易，即2005年以约100亿美元收购企业软件公司PeopleSoft Inc.，随后于2016年以90亿美元收购云软件提供商NetSuite Inc.。</blockquote></p><p> In 2020, Oracle showed an appetite for bigger deals when it beat out Microsoft in bidding for the video-sharing app TikTok’s U.S. operations. The Trump administration’s concerns about TikTok’s Chinese ownership had effectively put the business in play, but the deal was put on hold indefinitely by the Biden administration.</p><p><blockquote>2020年，甲骨文在竞购视频分享应用TikTok的美国业务时击败了微软，表现出了对更大交易的兴趣。特朗普政府对抖音中国所有权的担忧实际上让这项业务发挥了作用，但该交易被拜登政府无限期搁置。</blockquote></p><p> Cerner, founded in 1979, competes with the likes of privately held Epic Systems Corp. and Athenahealth Inc., which recently agreed to a sale to one group of private-equity firms by another for around $17 billion including debt.</p><p><blockquote>Cerner成立于1979年，与私人控股的Epic Systems Corp.和Athenahealth Inc.等公司竞争，后者最近同意由另一家私募股权公司以约170亿美元（包括债务）的价格出售给一家私募股权公司。</blockquote></p><p> Cerner shares rose slightly to $79.49 Thursday.</p><p><blockquote>Cerner股价周四小幅上涨至79.49美元。</blockquote></p><p> An Oracle-Cerner deal would rank as one of the largest takeovers of 2021, which is shaping up to be one of the busiest ever for mergers and acquisitions. Merger activity in the U.S. is up 78% to $2.45 trillion, according to Dealogic, as lofty stock prices and easy money embolden companies to strike deals and special-purpose acquisition companies are formed at a breakneck pace.</p><p><blockquote>甲骨文与Cerner的交易将成为2021年最大的收购之一，这将成为有史以来最繁忙的并购之一。Dealogic的数据显示，美国的并购活动增长了78%，达到2.45万亿美元，因为高昂的股价和宽松的资金鼓励公司达成交易，特殊目的收购公司以极快的速度成立。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/oracle-in-talks-to-buy-cerner-11639697730?mod=hp_lead_pos2\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4538":"云计算","ORCL":"甲骨文","CERN":"美国塞纳","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4097":"系统软件","BK4534":"瑞士信贷持仓","BK4167":"医疗保健技术"},"source_url":"https://www.wsj.com/articles/oracle-in-talks-to-buy-cerner-11639697730?mod=hp_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192947044","content_text":"Oracle Corp. ORCL -0.41% is in talks to buy electronic-medical-records company Cerner Corp. CERN 0.72% , according to people familiar with the matter, a deal that could be worth around $30 billion and push the enterprise-software giant further into healthcare.\n\nAn agreement could be finalized soon, some of the people said, assuming the talks don’t fall apart or drag out. Should a deal come together, it would rank as the biggest ever for Oracle, which has a market value of more than $280 billion.\n\nKansas City, Mo.-based Cerner designs software that hospitals and doctors use to store and analyze medical records and other healthcare data. It has a market value of around $23 billion. With a typical takeover premium, a deal would be expected to value the company at something like $30 billion, though exact terms being discussed couldn’t be learned.\n\nOracle, a Silicon Valley veteran that last year moved its headquarters to Austin, Texas, is one of the biggest software providers to other companies and organizations.\nIn August, Cerner tapped David Feinberg as chief executive officer, a role he assumed in October. Mr. Feinberg came from Oracle rival Google, where he had led the Alphabet Inc. unit’s push into healthcare and helped strike partnerships with some of the country’s largest hospital systems to collect and analyze their data.\n\nOracle already has a significant presence in healthcare, offering technology meant to help health insurers, healthcare providers and public health systems parse data to increase efficiency and improve patient outcomes.\n\n\nOracle shares closed Thursday at $103.22, down slightly amid a broad-based tech selloff and just off an all-time high reached the day before. They jumped over 15% last week when the company reported fiscal-second-quarter results that topped estimates and Chief Executive Safra Catz reiterated the expectation that full-year revenue growth would accelerate from the year earlier. Ms. Catz, who became the sole CEO in 2019, said she expects the company’s operating margins to be the same or better than they were pre-pandemic.\n\nThe company also increased the authorization for share repurchases by $10 billion.\n\nBuying Cerner could help Oracle with its pivot toward the cloud. Investors have warmed to Oracle as the company ramps up its focus on winning cloud-computing business, after initially being slow to embrace the booming market for storing and analyzing data on remote servers. Oracle has been trying to make up ground in recent years after falling behind companies such as Amazon.com Inc. and Microsoft Corp. , which both now have market values well exceeding $1 trillion thanks in part to thriving cloud units.\n\nA deal for Cerner would follow Microsoft’s agreement in April to buy artificial-intelligence company Nuance Communications Inc. for $16 billion, in a bet on the growing demand for digital healthcare tools.\n\nOracle was founded by outspoken billionaire Larry Ellison and others in 1977. Mr. Ellison owns roughly 42% of the company’s shares, a stake that is worth well over $100 billion. Mr. Ellison passed the CEO reins to Ms. Catz and the late Mark Hurd in 2014, but remains chairman and chief technology officer.\n\nA deal for Cerner would easily top Oracle’s next-largest transaction, the roughly $10 billion purchase of enterprise-software firm PeopleSoft Inc. that closed in 2005, followed by a $9 billion deal for cloud-software provider NetSuite Inc. in 2016.\n\nIn 2020, Oracle showed an appetite for bigger deals when it beat out Microsoft in bidding for the video-sharing app TikTok’s U.S. operations. The Trump administration’s concerns about TikTok’s Chinese ownership had effectively put the business in play, but the deal was put on hold indefinitely by the Biden administration.\n\nCerner, founded in 1979, competes with the likes of privately held Epic Systems Corp. and Athenahealth Inc., which recently agreed to a sale to one group of private-equity firms by another for around $17 billion including debt.\n\nCerner shares rose slightly to $79.49 Thursday.\n\n\nAn Oracle-Cerner deal would rank as one of the largest takeovers of 2021, which is shaping up to be one of the busiest ever for mergers and acquisitions. Merger activity in the U.S. is up 78% to $2.45 trillion, according to Dealogic, as lofty stock prices and easy money embolden companies to strike deals and special-purpose acquisition companies are formed at a breakneck pace.","news_type":1,"symbols_score_info":{"ORCL":0.9,"CERN":0.9}},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697404839,"gmtCreate":1642551869823,"gmtModify":1642551870152,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN PS","avatar":"https://static.tigerbbs.com/5a0d84dc68e395bfc24b888753e86fdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582126034262927","idStr":"3582126034262927"},"themes":[],"htmlText":"Ok👌","listText":"Ok👌","text":"Ok👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697404839","repostId":"2204841800","repostType":2,"repost":{"id":"2204841800","kind":"news","pubTimestamp":1642541820,"share":"https://www.laohu8.com/m/news/2204841800?lang=zh_CN&edition=full","pubTime":"2022-01-19 05:37","market":"hk","language":"zh","title":"外媒头条：一次加息50个基点！市场预期越发激进","url":"https://stock-news.laohu8.com/highlight/detail?id=2204841800","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、货币市场预计美联储或一次升息50基点 将是2020年以来最大动作2、微软发起其史上最大规模收购 以近690亿美元收购动视暴雪3、贝莱德CEO：美联储“","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、货币市场预计美联储或一次升息50基点 将是2020年以来最大动作</b></blockquote><blockquote><b>2、<a href=\"https://laohu8.com/S/MSFT\">微软</a>发起其史上最大规模收购 以近690亿美元收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a></b></blockquote><blockquote><b>3、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>CEO：美联储“激进”立场或导致收益率曲线趋平</b></blockquote><blockquote><b>4、原油飙升至2014年以来高点 拜登政府称正继续与产油国合作</b></blockquote><blockquote><b>5、研究显示omicron感染浪潮可能降低疫情未来的严重程度</b></blockquote><blockquote><b>6、2021年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手机占全球智能手机出货量22% 位居第一</b></blockquote><p><img src=\"https://static.tigerbbs.com/698315ff48290ccd4244f61fe7019f2b\" tg-width=\"550\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p><b>货币市场预计美联储或一次升息50基点 将是2020年以来最大动作</b></p><p>货币市场价格显示，越来越多投资者预期美联储可能逾二十年来首次大规模提高借贷成本。</p><p>虽然加息25个基点仍是最有可能的情形，但掉期市场现在预计3月底前加息幅度将超过25个基点。鉴于本月政策会议预计不会有任何行动，这表明交易员至少正在考虑3月加息50个基点的可能性。自2000年5月以来， 美联储还从没有一口气加息这么多过。</p><p>近日来围绕美联储更大幅加息的猜测升温可能加剧了周二美国国债跌势。 <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席执行官杰米·戴蒙上周警告美联储收紧政策可能不会像一些人预期的那样“和风细雨”，亿万富翁投资者Bill Ackman表示美联储应该在3月加息50个基点，以重建公信力。</p><p>CFTC最新持仓数据显示，对冲基金将净欧洲美元空头头寸提高至2018年12月以来最大水平，投机者对10年期国债期货的看空程度也达到2020年2月以来最高。</p><p><img src=\"https://static.tigerbbs.com/d7cad28562d81d8fed2fe8d732aa7112\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>发起其史上最大规模收购 以近690亿美元收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a></b></p><p>微软宣布以687亿美元收购动视暴雪，促成视频游戏领域的两大巨头强强联合。</p><p>作为微软有史以来进行的最大一笔收购，该交易对这家美国最大游戏发行商之一的收购价为每股95美元现金。微软称，动视暴雪首席执行官Bobby Kotick将继续担任当前职位。交易完成后，动视暴雪业务将汇报给微软游戏部门负责人Phil Spencer。</p><p>交易完成后，微软将成为按营收计算的全球第三大游戏公司，仅次于<a href=\"https://laohu8.com/S/00700\">腾讯</a>和<a href=\"https://laohu8.com/S/SNE\">索尼</a>。</p><p>将动视暴雪热门游戏收入囊中，将有助于微软扩大其Xbox游戏机内容，提高对<a href=\"https://laohu8.com/S/SONY\">索尼</a>PlayStation的竞争力。动视暴雪与Xbox的合作由来已久。这家发行商最大一款游戏《使命召唤》的成功，很大程度上是得益于微软创新性的在线平台Xbox Live，该平台允许玩家联机进行多人对战。动视暴雪大多数游戏都在Xbox游戏机上发布。</p><p><img src=\"https://static.tigerbbs.com/733e77ab67cbbd3d5818c24cbcb9916a\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>CEO：美联储“激进”立场或导致收益率曲线趋平</b></p><p>全球最大资产管理公司贝莱德CEO Larry Fink表示，美联储快速调整货币政策以遏制通胀可能会导致美国国债收益率曲线趋于平缓。</p><p>“我认为收益率曲线将会变平，如果美联储非常激进，我甚至可以看到一条负的收益率曲线，”Fink周二表示。</p><p>收益率曲线的形状揭示了投资者对美国经济增长和货币政策的预期。美联储计划早于预期加息的鹰派立场推高了短期利率，使曲线变平。</p><p>分析师通常认为，短期美国国债收益率与较长期美债收益率之差缩小（即收益率曲线趋平），是对经济增长和货币政策不确定性的担忧迹象。负的收益率曲线或曲线倒挂通常预示着经济衰退。</p><p>“收益率曲线的形状将成为决定经济的关键问题，”Fink说。</p><p><img src=\"https://static.tigerbbs.com/894b2f0869773330f31bbaf4cb56d3ec\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>原油飙升至2014年以来高点 拜登政府称正继续与产油国合作</b></p><p>油价升至七年高点之际，白宫称拜登政府正在与产油国合作，将确保供应达到足以满足需求的水平。</p><p>美国国家安全委员会发言人Emily Horne周二在一份声明中表示，白宫计划继续在全球经济增长的背景下监控能源价格，必要时会与OPEC+国家举行磋商。</p><p>Horne称，“我们会继续与产油国和消费国合作，这些措施已经对价格产生了实际影响，我们仍然保留可解决能源价格问题的工具” 。</p><p>汽油价格上涨一直是导致拜登任期内通胀飙升的主要因素，白宫千方百计降低汽油成本。油价上涨正在损害拜登的支持率，民主党在11月中期选举中保住两院多数党地位的难度加大。</p><p><img src=\"https://static.tigerbbs.com/504a7eb8073637bdb53e621b0dd905d0\" tg-width=\"550\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p><b>研究显示omicron感染浪潮可能降低疫情未来的严重程度</b></p><p>南非的研究人员表示，虽然omicron变种病毒引发一轮强烈的新冠疫情浪潮，但却可能会加速大流行病所造成各种干扰的终结，因为感染omicron的症状似乎较轻，并能提供针对德尔塔变种病毒的保护。</p><p>南非一个实验室将去年11月和12月感染omicron的23人作为样本进行的研究显示，虽然先前感染了德尔塔毒株的人可以感染omicron，但感染omicron株的人不会再感染德尔塔。</p><p>尽管omicron的感染力明显高于德尔塔，但包括南非在内的一些国家的医院和死亡率数据似乎表明，它导致的疾病严重程度较低。南非是最早出现omicron感染浪潮的国家。南非卫生研究所Alex Sigal等人的这项研究显示，omicron可以取代德尔塔毒株。</p><p>“这种取代的影响将取决于omicron的致病性是否确实低于德尔塔，”研究人员说。 “如果的确如此，那么Covid-19重症的发生率将降低，疫情对个人和社会的破坏性将会减弱。”</p><p><img src=\"https://static.tigerbbs.com/a45e0699fa17a3da9ad6e88c61dcc813\" tg-width=\"630\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p><p><b>2021年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手机占全球智能手机出货量22% 位居第一</b></p><p>数据研究机构Canalys发布的最新报告显示，得益于iPhone 13的成功，苹果手机在2021年占全球智能手机出货量的22%，坐上全球智能手机市场的头把交椅，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>以20%的市场份额紧随其后。此外，小米以12%排名第三，OPPO以9%排名第四，vivo以8%排名前五。</p><p>报告显示，截至2021年底，苹果手机占全球智能手机出货量的22%。Canalys指出，苹果上一次在智能手机市场排名第一是在2020年第四季度。</p><p>Canalys分析师Sanyam Chaurasia在一份声明中表示：“苹果iPhone新旗舰机在中国市场表现十分强劲。”“苹果的供应链开始复苏，但由于关键零部件短缺，苹果在第四季度仍被迫减产，无法生产足够的iPhone来满足需求。”</p></body></html>","source":"XLCJ","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>外媒头条：一次加息50个基点！市场预期越发激进</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n外媒头条：一次加息50个基点！市场预期越发激进\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 05:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-01-19/doc-ikyamrmz6036284.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、货币市场预计美联储或一次升息50基点 将是2020年以来最大动作2、微软发起其史上最大规模收购 以近690亿美元收购动视暴雪3、贝莱德CEO：美联储“激进”立场或导致收益率曲线趋平4、原油飙升至2014年以来高点 拜登政府称正继续与产油国合作5、研究显示omicron感染浪潮可能降低疫情未来的严重程度6、2021年苹果手机占全球智能手机出货量22%...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-01-19/doc-ikyamrmz6036284.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"BK4559":"巴菲特持仓","BK4504":"桥水持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-01-19/doc-ikyamrmz6036284.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204841800","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、货币市场预计美联储或一次升息50基点 将是2020年以来最大动作2、微软发起其史上最大规模收购 以近690亿美元收购动视暴雪3、贝莱德CEO：美联储“激进”立场或导致收益率曲线趋平4、原油飙升至2014年以来高点 拜登政府称正继续与产油国合作5、研究显示omicron感染浪潮可能降低疫情未来的严重程度6、2021年苹果手机占全球智能手机出货量22% 位居第一货币市场预计美联储或一次升息50基点 将是2020年以来最大动作货币市场价格显示，越来越多投资者预期美联储可能逾二十年来首次大规模提高借贷成本。虽然加息25个基点仍是最有可能的情形，但掉期市场现在预计3月底前加息幅度将超过25个基点。鉴于本月政策会议预计不会有任何行动，这表明交易员至少正在考虑3月加息50个基点的可能性。自2000年5月以来， 美联储还从没有一口气加息这么多过。近日来围绕美联储更大幅加息的猜测升温可能加剧了周二美国国债跌势。 摩根大通首席执行官杰米·戴蒙上周警告美联储收紧政策可能不会像一些人预期的那样“和风细雨”，亿万富翁投资者Bill Ackman表示美联储应该在3月加息50个基点，以重建公信力。CFTC最新持仓数据显示，对冲基金将净欧洲美元空头头寸提高至2018年12月以来最大水平，投机者对10年期国债期货的看空程度也达到2020年2月以来最高。微软发起其史上最大规模收购 以近690亿美元收购动视暴雪微软宣布以687亿美元收购动视暴雪，促成视频游戏领域的两大巨头强强联合。作为微软有史以来进行的最大一笔收购，该交易对这家美国最大游戏发行商之一的收购价为每股95美元现金。微软称，动视暴雪首席执行官Bobby Kotick将继续担任当前职位。交易完成后，动视暴雪业务将汇报给微软游戏部门负责人Phil Spencer。交易完成后，微软将成为按营收计算的全球第三大游戏公司，仅次于腾讯和索尼。将动视暴雪热门游戏收入囊中，将有助于微软扩大其Xbox游戏机内容，提高对索尼PlayStation的竞争力。动视暴雪与Xbox的合作由来已久。这家发行商最大一款游戏《使命召唤》的成功，很大程度上是得益于微软创新性的在线平台Xbox Live，该平台允许玩家联机进行多人对战。动视暴雪大多数游戏都在Xbox游戏机上发布。贝莱德CEO：美联储“激进”立场或导致收益率曲线趋平全球最大资产管理公司贝莱德CEO Larry Fink表示，美联储快速调整货币政策以遏制通胀可能会导致美国国债收益率曲线趋于平缓。“我认为收益率曲线将会变平，如果美联储非常激进，我甚至可以看到一条负的收益率曲线，”Fink周二表示。收益率曲线的形状揭示了投资者对美国经济增长和货币政策的预期。美联储计划早于预期加息的鹰派立场推高了短期利率，使曲线变平。分析师通常认为，短期美国国债收益率与较长期美债收益率之差缩小（即收益率曲线趋平），是对经济增长和货币政策不确定性的担忧迹象。负的收益率曲线或曲线倒挂通常预示着经济衰退。“收益率曲线的形状将成为决定经济的关键问题，”Fink说。原油飙升至2014年以来高点 拜登政府称正继续与产油国合作油价升至七年高点之际，白宫称拜登政府正在与产油国合作，将确保供应达到足以满足需求的水平。美国国家安全委员会发言人Emily Horne周二在一份声明中表示，白宫计划继续在全球经济增长的背景下监控能源价格，必要时会与OPEC+国家举行磋商。Horne称，“我们会继续与产油国和消费国合作，这些措施已经对价格产生了实际影响，我们仍然保留可解决能源价格问题的工具” 。汽油价格上涨一直是导致拜登任期内通胀飙升的主要因素，白宫千方百计降低汽油成本。油价上涨正在损害拜登的支持率，民主党在11月中期选举中保住两院多数党地位的难度加大。研究显示omicron感染浪潮可能降低疫情未来的严重程度南非的研究人员表示，虽然omicron变种病毒引发一轮强烈的新冠疫情浪潮，但却可能会加速大流行病所造成各种干扰的终结，因为感染omicron的症状似乎较轻，并能提供针对德尔塔变种病毒的保护。南非一个实验室将去年11月和12月感染omicron的23人作为样本进行的研究显示，虽然先前感染了德尔塔毒株的人可以感染omicron，但感染omicron株的人不会再感染德尔塔。尽管omicron的感染力明显高于德尔塔，但包括南非在内的一些国家的医院和死亡率数据似乎表明，它导致的疾病严重程度较低。南非是最早出现omicron感染浪潮的国家。南非卫生研究所Alex Sigal等人的这项研究显示，omicron可以取代德尔塔毒株。“这种取代的影响将取决于omicron的致病性是否确实低于德尔塔，”研究人员说。 “如果的确如此，那么Covid-19重症的发生率将降低，疫情对个人和社会的破坏性将会减弱。”2021年苹果手机占全球智能手机出货量22% 位居第一数据研究机构Canalys发布的最新报告显示，得益于iPhone 13的成功，苹果手机在2021年占全球智能手机出货量的22%，坐上全球智能手机市场的头把交椅，三星以20%的市场份额紧随其后。此外，小米以12%排名第三，OPPO以9%排名第四，vivo以8%排名前五。报告显示，截至2021年底，苹果手机占全球智能手机出货量的22%。Canalys指出，苹果上一次在智能手机市场排名第一是在2020年第四季度。Canalys分析师Sanyam Chaurasia在一份声明中表示：“苹果iPhone新旗舰机在中国市场表现十分强劲。”“苹果的供应链开始复苏，但由于关键零部件短缺，苹果在第四季度仍被迫减产，无法生产足够的iPhone来满足需求。”","news_type":1,"symbols_score_info":{".DJI":1,".SPX":0.9,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":5006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696638036,"gmtCreate":1640677949442,"gmtModify":1640677949520,"author":{"id":"3582126034262927","authorId":"3582126034262927","name":"TAN 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billion<blockquote>Nu Holdings早盘下跌超8%，市值跌破500亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173824820","media":"Tiger Newspress","summary":"Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion.On Decem","content":"<p>Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion.<img src=\"https://static.tigerbbs.com/2541d11930fa271c03180dbe4f2b3f76\" tg-width=\"776\" tg-height=\"557\" width=\"100%\" height=\"auto\">On December 9th, EST, Nubank, a Latin American digital banking giant, landed on the New York Stock Exchange, with an issue price of US $9 and a surge of 36% at the opening. According to the market value of US $47.6 billion after hours, Nubank is already the largest listed bank in Latin America.</p><p><blockquote>Nu Holdings早盘下跌超过8%，市值跌破500亿美元。美东时间12月9日，拉美数字银行巨头Nubank登陆纽交所，发行价9美元，开盘大涨36%。按照盘后476亿美元的市值计算，Nubank已经是拉美最大的上市银行。</blockquote></p><p> The company said it had a $99 million loss on revenue of $1.06 billion for the nine-month period ended Sept. 30. Interest income accounted for $607 million of that revenue, with fees and commissions making up the remainder.</p><p><blockquote>该公司表示，截至9月30日的9个月期间，营收为10.6亿美元，亏损9900万美元。利息收入占该收入的6.07亿美元，其余为费用和佣金。</blockquote></p><p> Nubank warned investors to brace for “short-term profit implications” from the firm’s expansion push.</p><p><blockquote>Nubank警告投资者要做好应对该公司扩张计划带来的“短期利润影响”的准备。</blockquote></p><p> Chief Executive Officer David Velez will own a stake in the company worth about $8.9 billion at the IPO price. His co-founder, Cristina Junqueira, has a stake worth $1.1 billion.</p><p><blockquote>首席执行官David Velez将持有该公司按IPO价格计算价值约89亿美元的股份。他的联合创始人克里斯蒂娜·容奎拉(Cristina Junqueira)拥有价值11亿美元的股份。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion<blockquote>Nu Holdings早盘下跌超8%，市值跌破500亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNu Holdings slid over 8% in morning trading,with its market value falling below $50 billion<blockquote>Nu Holdings早盘下跌超8%，市值跌破500亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-13 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion.<img src=\"https://static.tigerbbs.com/2541d11930fa271c03180dbe4f2b3f76\" tg-width=\"776\" tg-height=\"557\" width=\"100%\" height=\"auto\">On December 9th, EST, Nubank, a Latin American digital banking giant, landed on the New York Stock Exchange, with an issue price of US $9 and a surge of 36% at the opening. According to the market value of US $47.6 billion after hours, Nubank is already the largest listed bank in Latin America.</p><p><blockquote>Nu Holdings早盘下跌超过8%，市值跌破500亿美元。美东时间12月9日，拉美数字银行巨头Nubank登陆纽交所，发行价9美元，开盘大涨36%。按照盘后476亿美元的市值计算，Nubank已经是拉美最大的上市银行。</blockquote></p><p> The company said it had a $99 million loss on revenue of $1.06 billion for the nine-month period ended Sept. 30. Interest income accounted for $607 million of that revenue, with fees and commissions making up the remainder.</p><p><blockquote>该公司表示，截至9月30日的9个月期间，营收为10.6亿美元，亏损9900万美元。利息收入占该收入的6.07亿美元，其余为费用和佣金。</blockquote></p><p> Nubank warned investors to brace for “short-term profit implications” from the firm’s expansion push.</p><p><blockquote>Nubank警告投资者要做好应对该公司扩张计划带来的“短期利润影响”的准备。</blockquote></p><p> Chief Executive Officer David Velez will own a stake in the company worth about $8.9 billion at the IPO price. His co-founder, Cristina Junqueira, has a stake worth $1.1 billion.</p><p><blockquote>首席执行官David Velez将持有该公司按IPO价格计算价值约89亿美元的股份。他的联合创始人克里斯蒂娜·容奎拉(Cristina Junqueira)拥有价值11亿美元的股份。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NU":"Nu Holdings Ltd."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173824820","content_text":"Nu Holdings slid over 8% in morning trading,with its market value falling below $50 billion.On December 9th, EST, Nubank, a Latin American digital banking giant, landed on the New York Stock Exchange, with an issue price of US $9 and a surge of 36% at the opening. According to the market value of US $47.6 billion after hours, Nubank is already the largest listed bank in Latin America.\nThe company said it had a $99 million loss on revenue of $1.06 billion for the nine-month period ended Sept. 30. Interest income accounted for $607 million of that revenue, with fees and commissions making up the remainder.\nNubank warned investors to brace for “short-term profit implications” from the firm’s expansion push.\nChief Executive Officer David Velez will own a stake in the company worth about $8.9 billion at the IPO price. His co-founder, Cristina Junqueira, has a stake worth $1.1 billion.","news_type":1,"symbols_score_info":{"NU":0.9}},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}