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2021-07-22

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2021-07-16

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2021-07-14

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Apple shares rises nearly 1% in premarket trading.<blockquote>苹果股价在盘前交易中上涨近1%。</blockquote>

2021-07-12

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2021-07-12

Great milestone

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2021-06-29

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Amazon Stock: Get Ready For Earnings Season<blockquote>亚马逊股票：为财报季做好准备</blockquote>

2021-06-28

Good sharing

Buy these stocks as S&P 500 heads for 11% correction and bitcoin risks fall to $12,000, say strategists.<blockquote>策略师表示，随着标普500将出现11%的回调，比特币风险跌至12,000美元，请买入这些股票。</blockquote>

2021-06-28

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2021-06-28

Nice

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2021-06-28

Nice

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2021-06-28

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many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.</p><p><blockquote>据知情人士透露，苹果公司已要求供应商今年生产多达9000万部下一代iPhone，较其2020年iPhone出货量大幅增加。</blockquote></p><p> The Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.</p><p><blockquote>这家总部位于加利福尼亚州库比蒂诺的科技巨头近年来一直保持着从设备推出到年底的首次运行约7500万台的稳定水平。升级后的2021年预测表明，该公司预计将首次推出iPhone，因为新冠肺炎疫苗的推出将释放额外的需求。下一代iPhone将是苹果的第二款5G手机，这是推动用户升级的关键诱惑。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rises nearly 1% in premarket trading.<blockquote>苹果股价在盘前交易中上涨近1%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rises nearly 1% in premarket trading.<blockquote>苹果股价在盘前交易中上涨近1%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-14 16:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;shares rises nearly&nbsp;1% in premarket&nbsp;trading.</p><p><blockquote>苹果股价在盘前交易中上涨近1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35d519e7b8520bdf005ef08215187349\" tg-width=\"1290\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Apple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.</p><p><blockquote>据知情人士透露，苹果公司已要求供应商今年生产多达9000万部下一代iPhone，较其2020年iPhone出货量大幅增加。</blockquote></p><p> The Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.</p><p><blockquote>这家总部位于加利福尼亚州库比蒂诺的科技巨头近年来一直保持着从设备推出到年底的首次运行约7500万台的稳定水平。升级后的2021年预测表明，该公司预计将首次推出iPhone，因为新冠肺炎疫苗的推出将释放额外的需求。下一代iPhone将是苹果的第二款5G手机，这是推动用户升级的关键诱惑。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158281742","content_text":"Apple shares rises nearly 1% in premarket trading.\nApple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.\nThe Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146497996,"gmtCreate":1626095671215,"gmtModify":1631884171408,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"No content?","listText":"No content?","text":"No content?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146497996","repostId":"2150538155","repostType":4,"isVote":1,"tweetType":1,"viewCount":2398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146494162,"gmtCreate":1626095604756,"gmtModify":1631884171418,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Great milestone&nbsp;","listText":"Great milestone&nbsp;","text":"Great milestone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146494162","repostId":"2150538212","repostType":4,"isVote":1,"tweetType":1,"viewCount":2070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159724848,"gmtCreate":1624981283584,"gmtModify":1631884171436,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159724848","repostId":"1178728317","repostType":4,"repost":{"id":"1178728317","kind":"news","pubTimestamp":1624973015,"share":"https://www.laohu8.com/m/news/1178728317?lang=zh_CN&edition=full","pubTime":"2021-06-29 21:23","market":"us","language":"en","title":"Amazon Stock: Get Ready For Earnings Season<blockquote>亚马逊股票：为财报季做好准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178728317","media":"TheStreet","summary":"The countdown to Amazon’s earnings day has begun. The Amazon Maven begins its preview by looking at ","content":"<p>The countdown to Amazon’s earnings day has begun. The Amazon Maven begins its preview by looking at analyst consensus and historical stock price behavior prior to and after the event.</p><p><blockquote>亚马逊财报日已经进入倒计时。Amazon Maven通过查看分析师共识和事件前后的历史股价行为来开始预览。</blockquote></p><p> June is ending along with the second calendar quarter of 2021. Amazon stock(<b>AMZN</b>)&nbsp;is staring at a couple of potential catalysts in July, with earnings season being the most obvious of them.</p><p><blockquote>6月和2021年第二季度一起结束。亚马逊股票(<b>AMZN</b>）正在关注7月份的几个潜在催化剂，其中财报季是其中最明显的。</blockquote></p><p> The Amazon Maven will cover the cloud and e-commerce giant’s earnings event in detail via live blog – dates are yet to be announced by Amazon. In the meantime, our channel will preview second quarter earnings in the next few weeks, starting with a high-level view of consensus expectations.</p><p><blockquote>亚马逊Maven将通过实时博客详细报道这家云和电子商务巨头的财报活动——亚马逊尚未宣布日期。与此同时，我们的频道将在未来几周内预览第二季度收益，首先是对共识预期的高层看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\"><span>Figure 1; Amazon's HQ in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1；亚马逊总部位于华盛顿州西雅图。</span></p></blockquote></p><p> <b>What Wall Street expects</b></p><p><blockquote><b>华尔街的期望</b></blockquote></p><p> For second quarter 2021, it helps to think first about last year’s numbers. As the COVID-19 crisis was still in its early stages, Amazon&nbsp;delivered&nbsp;astounding revenue growth of 40% in second quarter of 2020, the highest since 2018. EPS of over $10 beat consensus by the widest margin ever.</p><p><blockquote>对于2021年第二季度，首先考虑去年的数字会有所帮助。由于COVID-19危机仍处于早期阶段，亚马逊在2020年第二季度实现了40%的惊人收入增长，为2018年以来的最高水平。每股收益超过10美元，以有史以来最大的幅度超出了市场预期。</blockquote></p><p> When most businesses suffered due to the shutdown of the global economies, Amazon benefited in second quarter 2020 from the trends in digital consumption and cloud adoption acceleration. This year, the Seattle-based company will be facing an uphill battle to produce top- and bottom-line growth.</p><p><blockquote>当大多数企业因全球经济关闭而遭受损失时，亚马逊在2020年第二季度受益于数字消费和云采用加速的趋势。今年，这家总部位于西雅图的公司将面临一场实现营收和利润增长的艰苦战斗。</blockquote></p><p> Still, Wall Street is betting on revenue increase of nearly 30% this time – see table below. On earnings per share, $12.22 would represent an increase of nearly 20%. The earnings consensus climbed by over one dollar since two months ago, probably in anticipation for&nbsp;another successful Amazon Prime Day event.</p><p><blockquote>尽管如此，华尔街仍押注这次收入将增长近30%——见下表。每股收益为12.22美元，将增长近20%。自两个月前以来，盈利共识攀升了1美元以上，可能是因为预期亚马逊Prime Day活动将再次取得成功。</blockquote></p><p> In the next few weeks, the Amazon Maven will dig deeper into what are likely to be the most hotly debated topics of conversation on earnings day.</p><p><blockquote>在接下来的几周内，亚马逊专家将更深入地挖掘财报日最热门的话题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/040bd5f518765adf07c85cd4a5955392\" tg-width=\"871\" tg-height=\"424\"><span>Figure 2: AMZN's earnings and revenues estimates.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMZN的盈利和收入预测。</span></p></blockquote></p><p> <b>Amazon stock around earnings</b></p><p><blockquote><b>亚马逊股票围绕盈利</b></blockquote></p><p> Next, let’s look at the performance of Amazon stock around earnings dates to figure out whether it might make sense to buy AMZN ahead of it. The graph below shows three bars: the median two-week return of Amazon stock (1) before earnings, (2) after earnings, and (3) on any given day.</p><p><blockquote>接下来，让我们看看亚马逊股票在财报日期前后的表现，以确定在财报日期之前购买亚马逊是否有意义。下图显示了三个条形图：亚马逊股票的两周回报率中位数(1)财报前、(2)财报后以及(3)任何一天。</blockquote></p><p> Over the past 20 earnings seasons, Amazon share price increased by a median 2.6% prior to the event – much better than the 0.1% following earnings day. The consistency is also worth noting: the stock produced positive two-week returns<i>ahead</i>of earnings 80% of the time vs. only half the time<i>after</i>earnings.</p><p><blockquote>在过去20个财报季中，亚马逊股价在活动前上涨了2.6%，远好于财报日后的0.1%。一致性也值得注意：该股两周产生正回报<i>提前</i>80%的时间盈利，而只有一半的时间盈利<i>之后</i>收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e360e6fb7b2688f235851e032bd4615a\" tg-width=\"770\" tg-height=\"411\"><span>Figure 3: Median 2-week returns, earnings vs. non-earnings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：两周回报率中位数，盈利与非盈利。</span></p></blockquote></p><p> The data seems consistent with the idea of “buying the rumor, selling the news”. In other words, it is plausible that demand for AMZN shares rises ahead of the quarterly report, which has often exceeded analysts’ expectations. Once the numbers are in, investors proceed to lock in gains.</p><p><blockquote>数据似乎与“买谣言，卖消息”的思路一致。换句话说，对亚马逊股票的需求在季度报告发布之前上升是合理的，这往往超出了分析师的预期。一旦数据出来，投资者就会开始锁定收益。</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>Amazon Stock: Get Ready For Earnings Season<blockquote>亚马逊股票：为财报季做好准备</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\">\nAmazon Stock: Get Ready For Earnings Season<blockquote>亚马逊股票：为财报季做好准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-06-29 21:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The countdown to Amazon’s earnings day has begun. The Amazon Maven begins its preview by looking at analyst consensus and historical stock price behavior prior to and after the event.</p><p><blockquote>亚马逊财报日已经进入倒计时。Amazon Maven通过查看分析师共识和事件前后的历史股价行为来开始预览。</blockquote></p><p> June is ending along with the second calendar quarter of 2021. Amazon stock(<b>AMZN</b>)&nbsp;is staring at a couple of potential catalysts in July, with earnings season being the most obvious of them.</p><p><blockquote>6月和2021年第二季度一起结束。亚马逊股票(<b>AMZN</b>）正在关注7月份的几个潜在催化剂，其中财报季是其中最明显的。</blockquote></p><p> The Amazon Maven will cover the cloud and e-commerce giant’s earnings event in detail via live blog – dates are yet to be announced by Amazon. In the meantime, our channel will preview second quarter earnings in the next few weeks, starting with a high-level view of consensus expectations.</p><p><blockquote>亚马逊Maven将通过实时博客详细报道这家云和电子商务巨头的财报活动——亚马逊尚未宣布日期。与此同时，我们的频道将在未来几周内预览第二季度收益，首先是对共识预期的高层看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\"><span>Figure 1; Amazon's HQ in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1；亚马逊总部位于华盛顿州西雅图。</span></p></blockquote></p><p> <b>What Wall Street expects</b></p><p><blockquote><b>华尔街的期望</b></blockquote></p><p> For second quarter 2021, it helps to think first about last year’s numbers. As the COVID-19 crisis was still in its early stages, Amazon&nbsp;delivered&nbsp;astounding revenue growth of 40% in second quarter of 2020, the highest since 2018. EPS of over $10 beat consensus by the widest margin ever.</p><p><blockquote>对于2021年第二季度，首先考虑去年的数字会有所帮助。由于COVID-19危机仍处于早期阶段，亚马逊在2020年第二季度实现了40%的惊人收入增长，为2018年以来的最高水平。每股收益超过10美元，以有史以来最大的幅度超出了市场预期。</blockquote></p><p> When most businesses suffered due to the shutdown of the global economies, Amazon benefited in second quarter 2020 from the trends in digital consumption and cloud adoption acceleration. This year, the Seattle-based company will be facing an uphill battle to produce top- and bottom-line growth.</p><p><blockquote>当大多数企业因全球经济关闭而遭受损失时，亚马逊在2020年第二季度受益于数字消费和云采用加速的趋势。今年，这家总部位于西雅图的公司将面临一场实现营收和利润增长的艰苦战斗。</blockquote></p><p> Still, Wall Street is betting on revenue increase of nearly 30% this time – see table below. On earnings per share, $12.22 would represent an increase of nearly 20%. The earnings consensus climbed by over one dollar since two months ago, probably in anticipation for&nbsp;another successful Amazon Prime Day event.</p><p><blockquote>尽管如此，华尔街仍押注这次收入将增长近30%——见下表。每股收益为12.22美元，将增长近20%。自两个月前以来，盈利共识攀升了1美元以上，可能是因为预期亚马逊Prime Day活动将再次取得成功。</blockquote></p><p> In the next few weeks, the Amazon Maven will dig deeper into what are likely to be the most hotly debated topics of conversation on earnings day.</p><p><blockquote>在接下来的几周内，亚马逊专家将更深入地挖掘财报日最热门的话题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/040bd5f518765adf07c85cd4a5955392\" tg-width=\"871\" tg-height=\"424\"><span>Figure 2: AMZN's earnings and revenues estimates.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMZN的盈利和收入预测。</span></p></blockquote></p><p> <b>Amazon stock around earnings</b></p><p><blockquote><b>亚马逊股票围绕盈利</b></blockquote></p><p> Next, let’s look at the performance of Amazon stock around earnings dates to figure out whether it might make sense to buy AMZN ahead of it. The graph below shows three bars: the median two-week return of Amazon stock (1) before earnings, (2) after earnings, and (3) on any given day.</p><p><blockquote>接下来，让我们看看亚马逊股票在财报日期前后的表现，以确定在财报日期之前购买亚马逊是否有意义。下图显示了三个条形图：亚马逊股票的两周回报率中位数(1)财报前、(2)财报后以及(3)任何一天。</blockquote></p><p> Over the past 20 earnings seasons, Amazon share price increased by a median 2.6% prior to the event – much better than the 0.1% following earnings day. The consistency is also worth noting: the stock produced positive two-week returns<i>ahead</i>of earnings 80% of the time vs. only half the time<i>after</i>earnings.</p><p><blockquote>在过去20个财报季中，亚马逊股价在活动前上涨了2.6%，远好于财报日后的0.1%。一致性也值得注意：该股两周产生正回报<i>提前</i>80%的时间盈利，而只有一半的时间盈利<i>之后</i>收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e360e6fb7b2688f235851e032bd4615a\" tg-width=\"770\" tg-height=\"411\"><span>Figure 3: Median 2-week returns, earnings vs. non-earnings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：两周回报率中位数，盈利与非盈利。</span></p></blockquote></p><p> The data seems consistent with the idea of “buying the rumor, selling the news”. In other words, it is plausible that demand for AMZN shares rises ahead of the quarterly report, which has often exceeded analysts’ expectations. Once the numbers are in, investors proceed to lock in gains.</p><p><blockquote>数据似乎与“买谣言，卖消息”的思路一致。换句话说，对亚马逊股票的需求在季度报告发布之前上升是合理的，这往往超出了分析师的预期。一旦数据出来，投资者就会开始锁定收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-get-ready-for-earnings-season\">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":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-get-ready-for-earnings-season","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178728317","content_text":"The countdown to Amazon’s earnings day has begun. The Amazon Maven begins its preview by looking at analyst consensus and historical stock price behavior prior to and after the event.\nJune is ending along with the second calendar quarter of 2021. Amazon stock(AMZN) is staring at a couple of potential catalysts in July, with earnings season being the most obvious of them.\nThe Amazon Maven will cover the cloud and e-commerce giant’s earnings event in detail via live blog – dates are yet to be announced by Amazon. In the meantime, our channel will preview second quarter earnings in the next few weeks, starting with a high-level view of consensus expectations.\nFigure 1; Amazon's HQ in Seattle, WA.\nWhat Wall Street expects\nFor second quarter 2021, it helps to think first about last year’s numbers. As the COVID-19 crisis was still in its early stages, Amazon delivered astounding revenue growth of 40% in second quarter of 2020, the highest since 2018. EPS of over $10 beat consensus by the widest margin ever.\nWhen most businesses suffered due to the shutdown of the global economies, Amazon benefited in second quarter 2020 from the trends in digital consumption and cloud adoption acceleration. This year, the Seattle-based company will be facing an uphill battle to produce top- and bottom-line growth.\nStill, Wall Street is betting on revenue increase of nearly 30% this time – see table below. On earnings per share, $12.22 would represent an increase of nearly 20%. The earnings consensus climbed by over one dollar since two months ago, probably in anticipation for another successful Amazon Prime Day event.\nIn the next few weeks, the Amazon Maven will dig deeper into what are likely to be the most hotly debated topics of conversation on earnings day.\nFigure 2: AMZN's earnings and revenues estimates.\nAmazon stock around earnings\nNext, let’s look at the performance of Amazon stock around earnings dates to figure out whether it might make sense to buy AMZN ahead of it. The graph below shows three bars: the median two-week return of Amazon stock (1) before earnings, (2) after earnings, and (3) on any given day.\nOver the past 20 earnings seasons, Amazon share price increased by a median 2.6% prior to the event – much better than the 0.1% following earnings day. The consistency is also worth noting: the stock produced positive two-week returnsaheadof earnings 80% of the time vs. only half the timeafterearnings.\nFigure 3: Median 2-week returns, earnings vs. non-earnings.\nThe data seems consistent with the idea of “buying the rumor, selling the news”. In other words, it is plausible that demand for AMZN shares rises ahead of the quarterly report, which has often exceeded analysts’ expectations. Once the numbers are in, investors proceed to lock in gains.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150338110,"gmtCreate":1624886873830,"gmtModify":1631884171448,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150338110","repostId":"1185766271","repostType":4,"repost":{"id":"1185766271","kind":"news","pubTimestamp":1624884650,"share":"https://www.laohu8.com/m/news/1185766271?lang=zh_CN&edition=full","pubTime":"2021-06-28 20:50","market":"fut","language":"en","title":"Buy these stocks as S&P 500 heads for 11% correction and bitcoin risks fall to $12,000, say strategists.<blockquote>策略师表示，随着标普500将出现11%的回调，比特币风险跌至12,000美元，请买入这些股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185766271","media":"MarketWatch","summary":"Stocks are set for a mixed day ahead while crypto is surging, as even the slow days of summer tradin","content":"<p>Stocks are set for a mixed day ahead while crypto is surging, as even the slow days of summer trading continue to keep the black clouds away from financial markets.</p><p><blockquote>在加密货币飙升的同时，股市将迎来涨跌互现的一天，因为即使是夏季交易的缓慢日子也继续让金融市场远离乌云。</blockquote></p><p> It may not last for long.</p><p><blockquote>可能不会持续太久。</blockquote></p><p> Our call of the day, from strategists Barry B. Bannister and Thomas R. Carroll at the equity trading desk of investment bank Stifel, is that the S&amp;P 500 is heading for an 11% pullback while bitcoin could fall to $12,000.</p><p><blockquote>投资银行Stifel股票交易部门策略师Barry B.Bannister和Thomas R.Carroll提供的今日看涨期权是，标普500将回调11%，而比特币可能跌至12,000美元。</blockquote></p><p> The \"recovery trade\" that has defined the recent bull market is headed for a further correction in the second half of 2021, the strategists said. Cyclical stocks--industrials, energy, materials, financials, tech, and discretionary--will fall relative to defensive stocks like staples, healthcare, utilities, and real estate, Bannister and Carroll said.</p><p><blockquote>策略师表示，定义近期牛市的“复苏交易”将在2021年下半年进一步回调。班尼斯特和卡罗尔表示，工业、能源、材料、金融、科技和非必需品等周期性股票相对于主食、医疗保健、公用事业和房地产等防御性股票将下跌。</blockquote></p><p> This will weigh down the S&amp;P 500 , and Stifel's strategists say that the blue-chip index is heading for an 11% drop to 3,800 points.</p><p><blockquote>这将打压标普500，Stifel的策略师表示，蓝筹股指数将下跌11%，至3,800点。</blockquote></p><p> The likely catalysts for this major shift, according to the team at the investment bank, are the U.S. PMI Manufacturing Index fading faster than expected in the second half of the year, and the dollar strengthening.</p><p><blockquote>根据该投行团队的说法，这一重大转变的可能催化剂是美国PMI制造业指数在下半年比预期更快地消退，以及美元走强。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79bf19af0df6f41e1a7ca737045bea31\" tg-width=\"1259\" tg-height=\"756\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p> Bannister and Carroll said the primary causes are a slowing global money supply in U.S. dollar terms--as central banks ease pandemic-era supports--as well as distortions from quantitative easing, and the lagged effect of China's policy tightening.</p><p><blockquote>班尼斯特和卡罗尔表示，主要原因是以美元计算的全球货币供应放缓——随着各国央行放松大流行时期的支持——以及量化宽松带来的扭曲，以及中国政策收紧的滞后效应。</blockquote></p><p> A sea change of this magnitude will create distinctive winners and losers, the strategists said. Investors can prepare by buying shares in companies focused on defensive industries: pharma and biotech; food and staples retailing; commercial and professional services; food, beverage, and tobacco; utilities; healthcare equipment and services; household products; consumer services; and telecommunications.</p><p><blockquote>策略师们表示，如此巨大的变化将创造出截然不同的赢家和输家。投资者可以通过购买专注于防御性行业的公司的股票来做好准备：制药和生物技术；食品和主食零售；商业和专业服务；食品、饮料和烟草；公用事业；医疗设备和服务；家用产品；消费者服务；和电信。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd94e625f705687e0a66cc41f1ee9b6d\" tg-width=\"1260\" tg-height=\"796\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p> But avoid the stocks set to be losers, identified by the team at Stifel as: banks; insurance; software and services; real estate; energy; diversified financials; semiconductors; technology hardware; materials; capital goods; and autos and components.</p><p><blockquote>但要避免被Stifel团队确定为：银行；保险；软件和服务；房地产；能源；多元化金融；半导体；技术硬件；材料；资本货物；以及汽车和零部件。</blockquote></p><p> Other casualties that Bannister and Carroll expect to see are bitcoin and copper , which are both sensitive to slowing global liquidity and the stronger dollar. The strategists at Stifel see bitcoin falling from around $34,000 to $12,000 if global M2--a measure of the money supply--drops to low-single digits year-over-year, as they expect.</p><p><blockquote>Bannister和Carroll预计看到的其他伤亡者还有比特币和铜，这两个行业都对全球流动性放缓和美元走强很敏感。Stifel的策略师预计，如果全球M2（衡量货币供应量的指标）像他们预期的那样同比降至低个位数，比特币将从34,000美元左右降至12,000美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2183aa5a3a874c4004d7f2791d83b945\" tg-width=\"1260\" tg-height=\"1582\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></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>Buy these stocks as S&P 500 heads for 11% correction and bitcoin risks fall to $12,000, say strategists.<blockquote>策略师表示，随着标普500将出现11%的回调，比特币风险跌至12,000美元，请买入这些股票。</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\">\nBuy these stocks as S&P 500 heads for 11% correction and bitcoin risks fall to $12,000, say strategists.<blockquote>策略师表示，随着标普500将出现11%的回调，比特币风险跌至12,000美元，请买入这些股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-28 20:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks are set for a mixed day ahead while crypto is surging, as even the slow days of summer trading continue to keep the black clouds away from financial markets.</p><p><blockquote>在加密货币飙升的同时，股市将迎来涨跌互现的一天，因为即使是夏季交易的缓慢日子也继续让金融市场远离乌云。</blockquote></p><p> It may not last for long.</p><p><blockquote>可能不会持续太久。</blockquote></p><p> Our call of the day, from strategists Barry B. Bannister and Thomas R. Carroll at the equity trading desk of investment bank Stifel, is that the S&amp;P 500 is heading for an 11% pullback while bitcoin could fall to $12,000.</p><p><blockquote>投资银行Stifel股票交易部门策略师Barry B.Bannister和Thomas R.Carroll提供的今日看涨期权是，标普500将回调11%，而比特币可能跌至12,000美元。</blockquote></p><p> The \"recovery trade\" that has defined the recent bull market is headed for a further correction in the second half of 2021, the strategists said. Cyclical stocks--industrials, energy, materials, financials, tech, and discretionary--will fall relative to defensive stocks like staples, healthcare, utilities, and real estate, Bannister and Carroll said.</p><p><blockquote>策略师表示，定义近期牛市的“复苏交易”将在2021年下半年进一步回调。班尼斯特和卡罗尔表示，工业、能源、材料、金融、科技和非必需品等周期性股票相对于主食、医疗保健、公用事业和房地产等防御性股票将下跌。</blockquote></p><p> This will weigh down the S&amp;P 500 , and Stifel's strategists say that the blue-chip index is heading for an 11% drop to 3,800 points.</p><p><blockquote>这将打压标普500，Stifel的策略师表示，蓝筹股指数将下跌11%，至3,800点。</blockquote></p><p> The likely catalysts for this major shift, according to the team at the investment bank, are the U.S. PMI Manufacturing Index fading faster than expected in the second half of the year, and the dollar strengthening.</p><p><blockquote>根据该投行团队的说法，这一重大转变的可能催化剂是美国PMI制造业指数在下半年比预期更快地消退，以及美元走强。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79bf19af0df6f41e1a7ca737045bea31\" tg-width=\"1259\" tg-height=\"756\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p> Bannister and Carroll said the primary causes are a slowing global money supply in U.S. dollar terms--as central banks ease pandemic-era supports--as well as distortions from quantitative easing, and the lagged effect of China's policy tightening.</p><p><blockquote>班尼斯特和卡罗尔表示，主要原因是以美元计算的全球货币供应放缓——随着各国央行放松大流行时期的支持——以及量化宽松带来的扭曲，以及中国政策收紧的滞后效应。</blockquote></p><p> A sea change of this magnitude will create distinctive winners and losers, the strategists said. Investors can prepare by buying shares in companies focused on defensive industries: pharma and biotech; food and staples retailing; commercial and professional services; food, beverage, and tobacco; utilities; healthcare equipment and services; household products; consumer services; and telecommunications.</p><p><blockquote>策略师们表示，如此巨大的变化将创造出截然不同的赢家和输家。投资者可以通过购买专注于防御性行业的公司的股票来做好准备：制药和生物技术；食品和主食零售；商业和专业服务；食品、饮料和烟草；公用事业；医疗设备和服务；家用产品；消费者服务；和电信。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd94e625f705687e0a66cc41f1ee9b6d\" tg-width=\"1260\" tg-height=\"796\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p> But avoid the stocks set to be losers, identified by the team at Stifel as: banks; insurance; software and services; real estate; energy; diversified financials; semiconductors; technology hardware; materials; capital goods; and autos and components.</p><p><blockquote>但要避免被Stifel团队确定为：银行；保险；软件和服务；房地产；能源；多元化金融；半导体；技术硬件；材料；资本货物；以及汽车和零部件。</blockquote></p><p> Other casualties that Bannister and Carroll expect to see are bitcoin and copper , which are both sensitive to slowing global liquidity and the stronger dollar. The strategists at Stifel see bitcoin falling from around $34,000 to $12,000 if global M2--a measure of the money supply--drops to low-single digits year-over-year, as they expect.</p><p><blockquote>Bannister和Carroll预计看到的其他伤亡者还有比特币和铜，这两个行业都对全球流动性放缓和美元走强很敏感。Stifel的策略师预计，如果全球M2（衡量货币供应量的指标）像他们预期的那样同比降至低个位数，比特币将从34,000美元左右降至12,000美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2183aa5a3a874c4004d7f2791d83b945\" tg-width=\"1260\" tg-height=\"1582\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-these-stocks-as-s-p-500-heads-for-11-correction-and-bitcoin-risks-fall-to-12-000-say-strategists-11624879133?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1624884223\">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":{"GBTC":"比特币ETF-Grayscale",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/buy-these-stocks-as-s-p-500-heads-for-11-correction-and-bitcoin-risks-fall-to-12-000-say-strategists-11624879133?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1624884223","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185766271","content_text":"Stocks are set for a mixed day ahead while crypto is surging, as even the slow days of summer trading continue to keep the black clouds away from financial markets.\nIt may not last for long.\nOur call of the day, from strategists Barry B. Bannister and Thomas R. Carroll at the equity trading desk of investment bank Stifel, is that the S&P 500 is heading for an 11% pullback while bitcoin could fall to $12,000.\nThe \"recovery trade\" that has defined the recent bull market is headed for a further correction in the second half of 2021, the strategists said. Cyclical stocks--industrials, energy, materials, financials, tech, and discretionary--will fall relative to defensive stocks like staples, healthcare, utilities, and real estate, Bannister and Carroll said.\nThis will weigh down the S&P 500 , and Stifel's strategists say that the blue-chip index is heading for an 11% drop to 3,800 points.\nThe likely catalysts for this major shift, according to the team at the investment bank, are the U.S. PMI Manufacturing Index fading faster than expected in the second half of the year, and the dollar strengthening.\nCHART VIA STIFEL.\nBannister and Carroll said the primary causes are a slowing global money supply in U.S. dollar terms--as central banks ease pandemic-era supports--as well as distortions from quantitative easing, and the lagged effect of China's policy tightening.\nA sea change of this magnitude will create distinctive winners and losers, the strategists said. Investors can prepare by buying shares in companies focused on defensive industries: pharma and biotech; food and staples retailing; commercial and professional services; food, beverage, and tobacco; utilities; healthcare equipment and services; household products; consumer services; and telecommunications.\nCHART VIA STIFEL.\nBut avoid the stocks set to be losers, identified by the team at Stifel as: banks; insurance; software and services; real estate; energy; diversified financials; semiconductors; technology hardware; materials; capital goods; and autos and components.\nOther casualties that Bannister and Carroll expect to see are bitcoin and copper , which are both sensitive to slowing global liquidity and the stronger dollar. The strategists at Stifel see bitcoin falling from around $34,000 to $12,000 if global M2--a measure of the money supply--drops to low-single digits year-over-year, as they expect.\nCHART VIA STIFEL.","news_type":1,"symbols_score_info":{"XBTmain":0.9,"GBTC":0.9,".IXIC":0.9,".SPX":0.9,"BTCmain":0.9,"MBTmain":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150339700,"gmtCreate":1624886725200,"gmtModify":1631884171460,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150339700","repostId":"2146763002","repostType":4,"isVote":1,"tweetType":1,"viewCount":3395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150330502,"gmtCreate":1624886678706,"gmtModify":1631884171474,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150330502","repostId":"2146339002","repostType":4,"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127748824,"gmtCreate":1624871289668,"gmtModify":1631884171489,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127748824","repostId":"1124372919","repostType":4,"isVote":1,"tweetType":1,"viewCount":3795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127741077,"gmtCreate":1624871215799,"gmtModify":1631889851834,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127741077","repostId":"1126982912","repostType":4,"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":170254171,"gmtCreate":1626438778093,"gmtModify":1631884171378,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170254171","repostId":"2151850697","repostType":4,"isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150338110,"gmtCreate":1624886873830,"gmtModify":1631884171448,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150338110","repostId":"1185766271","repostType":4,"repost":{"id":"1185766271","kind":"news","pubTimestamp":1624884650,"share":"https://www.laohu8.com/m/news/1185766271?lang=zh_CN&edition=full","pubTime":"2021-06-28 20:50","market":"fut","language":"en","title":"Buy these stocks as S&P 500 heads for 11% correction and bitcoin risks fall to $12,000, say strategists.<blockquote>策略师表示，随着标普500将出现11%的回调，比特币风险跌至12,000美元，请买入这些股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185766271","media":"MarketWatch","summary":"Stocks are set for a mixed day ahead while crypto is surging, as even the slow days of summer tradin","content":"<p>Stocks are set for a mixed day ahead while crypto is surging, as even the slow days of summer trading continue to keep the black clouds away from financial markets.</p><p><blockquote>在加密货币飙升的同时，股市将迎来涨跌互现的一天，因为即使是夏季交易的缓慢日子也继续让金融市场远离乌云。</blockquote></p><p> It may not last for long.</p><p><blockquote>可能不会持续太久。</blockquote></p><p> Our call of the day, from strategists Barry B. Bannister and Thomas R. Carroll at the equity trading desk of investment bank Stifel, is that the S&amp;P 500 is heading for an 11% pullback while bitcoin could fall to $12,000.</p><p><blockquote>投资银行Stifel股票交易部门策略师Barry B.Bannister和Thomas R.Carroll提供的今日看涨期权是，标普500将回调11%，而比特币可能跌至12,000美元。</blockquote></p><p> The \"recovery trade\" that has defined the recent bull market is headed for a further correction in the second half of 2021, the strategists said. Cyclical stocks--industrials, energy, materials, financials, tech, and discretionary--will fall relative to defensive stocks like staples, healthcare, utilities, and real estate, Bannister and Carroll said.</p><p><blockquote>策略师表示，定义近期牛市的“复苏交易”将在2021年下半年进一步回调。班尼斯特和卡罗尔表示，工业、能源、材料、金融、科技和非必需品等周期性股票相对于主食、医疗保健、公用事业和房地产等防御性股票将下跌。</blockquote></p><p> This will weigh down the S&amp;P 500 , and Stifel's strategists say that the blue-chip index is heading for an 11% drop to 3,800 points.</p><p><blockquote>这将打压标普500，Stifel的策略师表示，蓝筹股指数将下跌11%，至3,800点。</blockquote></p><p> The likely catalysts for this major shift, according to the team at the investment bank, are the U.S. PMI Manufacturing Index fading faster than expected in the second half of the year, and the dollar strengthening.</p><p><blockquote>根据该投行团队的说法，这一重大转变的可能催化剂是美国PMI制造业指数在下半年比预期更快地消退，以及美元走强。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79bf19af0df6f41e1a7ca737045bea31\" tg-width=\"1259\" tg-height=\"756\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p> Bannister and Carroll said the primary causes are a slowing global money supply in U.S. dollar terms--as central banks ease pandemic-era supports--as well as distortions from quantitative easing, and the lagged effect of China's policy tightening.</p><p><blockquote>班尼斯特和卡罗尔表示，主要原因是以美元计算的全球货币供应放缓——随着各国央行放松大流行时期的支持——以及量化宽松带来的扭曲，以及中国政策收紧的滞后效应。</blockquote></p><p> A sea change of this magnitude will create distinctive winners and losers, the strategists said. Investors can prepare by buying shares in companies focused on defensive industries: pharma and biotech; food and staples retailing; commercial and professional services; food, beverage, and tobacco; utilities; healthcare equipment and services; household products; consumer services; and telecommunications.</p><p><blockquote>策略师们表示，如此巨大的变化将创造出截然不同的赢家和输家。投资者可以通过购买专注于防御性行业的公司的股票来做好准备：制药和生物技术；食品和主食零售；商业和专业服务；食品、饮料和烟草；公用事业；医疗设备和服务；家用产品；消费者服务；和电信。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd94e625f705687e0a66cc41f1ee9b6d\" tg-width=\"1260\" tg-height=\"796\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p> But avoid the stocks set to be losers, identified by the team at Stifel as: banks; insurance; software and services; real estate; energy; diversified financials; semiconductors; technology hardware; materials; capital goods; and autos and components.</p><p><blockquote>但要避免被Stifel团队确定为：银行；保险；软件和服务；房地产；能源；多元化金融；半导体；技术硬件；材料；资本货物；以及汽车和零部件。</blockquote></p><p> Other casualties that Bannister and Carroll expect to see are bitcoin and copper , which are both sensitive to slowing global liquidity and the stronger dollar. The strategists at Stifel see bitcoin falling from around $34,000 to $12,000 if global M2--a measure of the money supply--drops to low-single digits year-over-year, as they expect.</p><p><blockquote>Bannister和Carroll预计看到的其他伤亡者还有比特币和铜，这两个行业都对全球流动性放缓和美元走强很敏感。Stifel的策略师预计，如果全球M2（衡量货币供应量的指标）像他们预期的那样同比降至低个位数，比特币将从34,000美元左右降至12,000美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2183aa5a3a874c4004d7f2791d83b945\" tg-width=\"1260\" tg-height=\"1582\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></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>Buy these stocks as S&P 500 heads for 11% correction and bitcoin risks fall to $12,000, say strategists.<blockquote>策略师表示，随着标普500将出现11%的回调，比特币风险跌至12,000美元，请买入这些股票。</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\">\nBuy these stocks as S&P 500 heads for 11% correction and bitcoin risks fall to $12,000, say strategists.<blockquote>策略师表示，随着标普500将出现11%的回调，比特币风险跌至12,000美元，请买入这些股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-28 20:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks are set for a mixed day ahead while crypto is surging, as even the slow days of summer trading continue to keep the black clouds away from financial markets.</p><p><blockquote>在加密货币飙升的同时，股市将迎来涨跌互现的一天，因为即使是夏季交易的缓慢日子也继续让金融市场远离乌云。</blockquote></p><p> It may not last for long.</p><p><blockquote>可能不会持续太久。</blockquote></p><p> Our call of the day, from strategists Barry B. Bannister and Thomas R. Carroll at the equity trading desk of investment bank Stifel, is that the S&amp;P 500 is heading for an 11% pullback while bitcoin could fall to $12,000.</p><p><blockquote>投资银行Stifel股票交易部门策略师Barry B.Bannister和Thomas R.Carroll提供的今日看涨期权是，标普500将回调11%，而比特币可能跌至12,000美元。</blockquote></p><p> The \"recovery trade\" that has defined the recent bull market is headed for a further correction in the second half of 2021, the strategists said. Cyclical stocks--industrials, energy, materials, financials, tech, and discretionary--will fall relative to defensive stocks like staples, healthcare, utilities, and real estate, Bannister and Carroll said.</p><p><blockquote>策略师表示，定义近期牛市的“复苏交易”将在2021年下半年进一步回调。班尼斯特和卡罗尔表示，工业、能源、材料、金融、科技和非必需品等周期性股票相对于主食、医疗保健、公用事业和房地产等防御性股票将下跌。</blockquote></p><p> This will weigh down the S&amp;P 500 , and Stifel's strategists say that the blue-chip index is heading for an 11% drop to 3,800 points.</p><p><blockquote>这将打压标普500，Stifel的策略师表示，蓝筹股指数将下跌11%，至3,800点。</blockquote></p><p> The likely catalysts for this major shift, according to the team at the investment bank, are the U.S. PMI Manufacturing Index fading faster than expected in the second half of the year, and the dollar strengthening.</p><p><blockquote>根据该投行团队的说法，这一重大转变的可能催化剂是美国PMI制造业指数在下半年比预期更快地消退，以及美元走强。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79bf19af0df6f41e1a7ca737045bea31\" tg-width=\"1259\" tg-height=\"756\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p> Bannister and Carroll said the primary causes are a slowing global money supply in U.S. dollar terms--as central banks ease pandemic-era supports--as well as distortions from quantitative easing, and the lagged effect of China's policy tightening.</p><p><blockquote>班尼斯特和卡罗尔表示，主要原因是以美元计算的全球货币供应放缓——随着各国央行放松大流行时期的支持——以及量化宽松带来的扭曲，以及中国政策收紧的滞后效应。</blockquote></p><p> A sea change of this magnitude will create distinctive winners and losers, the strategists said. Investors can prepare by buying shares in companies focused on defensive industries: pharma and biotech; food and staples retailing; commercial and professional services; food, beverage, and tobacco; utilities; healthcare equipment and services; household products; consumer services; and telecommunications.</p><p><blockquote>策略师们表示，如此巨大的变化将创造出截然不同的赢家和输家。投资者可以通过购买专注于防御性行业的公司的股票来做好准备：制药和生物技术；食品和主食零售；商业和专业服务；食品、饮料和烟草；公用事业；医疗设备和服务；家用产品；消费者服务；和电信。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd94e625f705687e0a66cc41f1ee9b6d\" tg-width=\"1260\" tg-height=\"796\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p> But avoid the stocks set to be losers, identified by the team at Stifel as: banks; insurance; software and services; real estate; energy; diversified financials; semiconductors; technology hardware; materials; capital goods; and autos and components.</p><p><blockquote>但要避免被Stifel团队确定为：银行；保险；软件和服务；房地产；能源；多元化金融；半导体；技术硬件；材料；资本货物；以及汽车和零部件。</blockquote></p><p> Other casualties that Bannister and Carroll expect to see are bitcoin and copper , which are both sensitive to slowing global liquidity and the stronger dollar. The strategists at Stifel see bitcoin falling from around $34,000 to $12,000 if global M2--a measure of the money supply--drops to low-single digits year-over-year, as they expect.</p><p><blockquote>Bannister和Carroll预计看到的其他伤亡者还有比特币和铜，这两个行业都对全球流动性放缓和美元走强很敏感。Stifel的策略师预计，如果全球M2（衡量货币供应量的指标）像他们预期的那样同比降至低个位数，比特币将从34,000美元左右降至12,000美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2183aa5a3a874c4004d7f2791d83b945\" tg-width=\"1260\" tg-height=\"1582\"><span>CHART VIA STIFEL.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表通过STIFEL。</span></p></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-these-stocks-as-s-p-500-heads-for-11-correction-and-bitcoin-risks-fall-to-12-000-say-strategists-11624879133?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1624884223\">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":{"GBTC":"比特币ETF-Grayscale",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/buy-these-stocks-as-s-p-500-heads-for-11-correction-and-bitcoin-risks-fall-to-12-000-say-strategists-11624879133?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1624884223","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185766271","content_text":"Stocks are set for a mixed day ahead while crypto is surging, as even the slow days of summer trading continue to keep the black clouds away from financial markets.\nIt may not last for long.\nOur call of the day, from strategists Barry B. Bannister and Thomas R. Carroll at the equity trading desk of investment bank Stifel, is that the S&P 500 is heading for an 11% pullback while bitcoin could fall to $12,000.\nThe \"recovery trade\" that has defined the recent bull market is headed for a further correction in the second half of 2021, the strategists said. Cyclical stocks--industrials, energy, materials, financials, tech, and discretionary--will fall relative to defensive stocks like staples, healthcare, utilities, and real estate, Bannister and Carroll said.\nThis will weigh down the S&P 500 , and Stifel's strategists say that the blue-chip index is heading for an 11% drop to 3,800 points.\nThe likely catalysts for this major shift, according to the team at the investment bank, are the U.S. PMI Manufacturing Index fading faster than expected in the second half of the year, and the dollar strengthening.\nCHART VIA STIFEL.\nBannister and Carroll said the primary causes are a slowing global money supply in U.S. dollar terms--as central banks ease pandemic-era supports--as well as distortions from quantitative easing, and the lagged effect of China's policy tightening.\nA sea change of this magnitude will create distinctive winners and losers, the strategists said. Investors can prepare by buying shares in companies focused on defensive industries: pharma and biotech; food and staples retailing; commercial and professional services; food, beverage, and tobacco; utilities; healthcare equipment and services; household products; consumer services; and telecommunications.\nCHART VIA STIFEL.\nBut avoid the stocks set to be losers, identified by the team at Stifel as: banks; insurance; software and services; real estate; energy; diversified financials; semiconductors; technology hardware; materials; capital goods; and autos and components.\nOther casualties that Bannister and Carroll expect to see are bitcoin and copper , which are both sensitive to slowing global liquidity and the stronger dollar. The strategists at Stifel see bitcoin falling from around $34,000 to $12,000 if global M2--a measure of the money supply--drops to low-single digits year-over-year, as they expect.\nCHART VIA STIFEL.","news_type":1,"symbols_score_info":{"XBTmain":0.9,"GBTC":0.9,".IXIC":0.9,".SPX":0.9,"BTCmain":0.9,"MBTmain":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144948259,"gmtCreate":1626264475071,"gmtModify":1631884171392,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144948259","repostId":"1158281742","repostType":4,"repost":{"id":"1158281742","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":1626249848,"share":"https://www.laohu8.com/m/news/1158281742?lang=zh_CN&edition=full","pubTime":"2021-07-14 16:04","market":"us","language":"en","title":"Apple shares rises nearly 1% in premarket trading.<blockquote>苹果股价在盘前交易中上涨近1%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158281742","media":"Tiger Newspress","summary":"Apple shares rises nearly 1% in premarket trading.\nApple Inc. has asked suppliers to build as many a","content":"<p>Apple&nbsp;shares rises nearly&nbsp;1% in premarket&nbsp;trading.</p><p><blockquote>苹果股价在盘前交易中上涨近1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35d519e7b8520bdf005ef08215187349\" tg-width=\"1290\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Apple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.</p><p><blockquote>据知情人士透露，苹果公司已要求供应商今年生产多达9000万部下一代iPhone，较其2020年iPhone出货量大幅增加。</blockquote></p><p> The Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.</p><p><blockquote>这家总部位于加利福尼亚州库比蒂诺的科技巨头近年来一直保持着从设备推出到年底的首次运行约7500万台的稳定水平。升级后的2021年预测表明，该公司预计将首次推出iPhone，因为新冠肺炎疫苗的推出将释放额外的需求。下一代iPhone将是苹果的第二款5G手机，这是推动用户升级的关键诱惑。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rises nearly 1% in premarket trading.<blockquote>苹果股价在盘前交易中上涨近1%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rises nearly 1% in premarket trading.<blockquote>苹果股价在盘前交易中上涨近1%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-14 16:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;shares rises nearly&nbsp;1% in premarket&nbsp;trading.</p><p><blockquote>苹果股价在盘前交易中上涨近1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35d519e7b8520bdf005ef08215187349\" tg-width=\"1290\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Apple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.</p><p><blockquote>据知情人士透露，苹果公司已要求供应商今年生产多达9000万部下一代iPhone，较其2020年iPhone出货量大幅增加。</blockquote></p><p> The Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.</p><p><blockquote>这家总部位于加利福尼亚州库比蒂诺的科技巨头近年来一直保持着从设备推出到年底的首次运行约7500万台的稳定水平。升级后的2021年预测表明，该公司预计将首次推出iPhone，因为新冠肺炎疫苗的推出将释放额外的需求。下一代iPhone将是苹果的第二款5G手机，这是推动用户升级的关键诱惑。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158281742","content_text":"Apple shares rises nearly 1% in premarket trading.\nApple Inc. has asked suppliers to build as many as 90 million next-generation iPhones this year, a sharp increase from its 2020 iPhone shipments, according to people with knowledge of the matter.\nThe Cupertino, California-based tech giant has maintained a consistent level in recent years of roughly 75 million units for the initial run from a device’s launch through the end of the year. The upgraded forecast for 2021 would suggest the company anticipates its first iPhone launch since the rollout of Covid-19 vaccines will unlock additional demand. The next iPhones will be Apple’s second with 5G, a key enticement pushing users to upgrade.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159724848,"gmtCreate":1624981283584,"gmtModify":1631884171436,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159724848","repostId":"1178728317","repostType":4,"repost":{"id":"1178728317","kind":"news","pubTimestamp":1624973015,"share":"https://www.laohu8.com/m/news/1178728317?lang=zh_CN&edition=full","pubTime":"2021-06-29 21:23","market":"us","language":"en","title":"Amazon Stock: Get Ready For Earnings Season<blockquote>亚马逊股票：为财报季做好准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178728317","media":"TheStreet","summary":"The countdown to Amazon’s earnings day has begun. The Amazon Maven begins its preview by looking at ","content":"<p>The countdown to Amazon’s earnings day has begun. The Amazon Maven begins its preview by looking at analyst consensus and historical stock price behavior prior to and after the event.</p><p><blockquote>亚马逊财报日已经进入倒计时。Amazon Maven通过查看分析师共识和事件前后的历史股价行为来开始预览。</blockquote></p><p> June is ending along with the second calendar quarter of 2021. Amazon stock(<b>AMZN</b>)&nbsp;is staring at a couple of potential catalysts in July, with earnings season being the most obvious of them.</p><p><blockquote>6月和2021年第二季度一起结束。亚马逊股票(<b>AMZN</b>）正在关注7月份的几个潜在催化剂，其中财报季是其中最明显的。</blockquote></p><p> The Amazon Maven will cover the cloud and e-commerce giant’s earnings event in detail via live blog – dates are yet to be announced by Amazon. In the meantime, our channel will preview second quarter earnings in the next few weeks, starting with a high-level view of consensus expectations.</p><p><blockquote>亚马逊Maven将通过实时博客详细报道这家云和电子商务巨头的财报活动——亚马逊尚未宣布日期。与此同时，我们的频道将在未来几周内预览第二季度收益，首先是对共识预期的高层看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\"><span>Figure 1; Amazon's HQ in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1；亚马逊总部位于华盛顿州西雅图。</span></p></blockquote></p><p> <b>What Wall Street expects</b></p><p><blockquote><b>华尔街的期望</b></blockquote></p><p> For second quarter 2021, it helps to think first about last year’s numbers. As the COVID-19 crisis was still in its early stages, Amazon&nbsp;delivered&nbsp;astounding revenue growth of 40% in second quarter of 2020, the highest since 2018. EPS of over $10 beat consensus by the widest margin ever.</p><p><blockquote>对于2021年第二季度，首先考虑去年的数字会有所帮助。由于COVID-19危机仍处于早期阶段，亚马逊在2020年第二季度实现了40%的惊人收入增长，为2018年以来的最高水平。每股收益超过10美元，以有史以来最大的幅度超出了市场预期。</blockquote></p><p> When most businesses suffered due to the shutdown of the global economies, Amazon benefited in second quarter 2020 from the trends in digital consumption and cloud adoption acceleration. This year, the Seattle-based company will be facing an uphill battle to produce top- and bottom-line growth.</p><p><blockquote>当大多数企业因全球经济关闭而遭受损失时，亚马逊在2020年第二季度受益于数字消费和云采用加速的趋势。今年，这家总部位于西雅图的公司将面临一场实现营收和利润增长的艰苦战斗。</blockquote></p><p> Still, Wall Street is betting on revenue increase of nearly 30% this time – see table below. On earnings per share, $12.22 would represent an increase of nearly 20%. The earnings consensus climbed by over one dollar since two months ago, probably in anticipation for&nbsp;another successful Amazon Prime Day event.</p><p><blockquote>尽管如此，华尔街仍押注这次收入将增长近30%——见下表。每股收益为12.22美元，将增长近20%。自两个月前以来，盈利共识攀升了1美元以上，可能是因为预期亚马逊Prime Day活动将再次取得成功。</blockquote></p><p> In the next few weeks, the Amazon Maven will dig deeper into what are likely to be the most hotly debated topics of conversation on earnings day.</p><p><blockquote>在接下来的几周内，亚马逊专家将更深入地挖掘财报日最热门的话题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/040bd5f518765adf07c85cd4a5955392\" tg-width=\"871\" tg-height=\"424\"><span>Figure 2: AMZN's earnings and revenues estimates.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMZN的盈利和收入预测。</span></p></blockquote></p><p> <b>Amazon stock around earnings</b></p><p><blockquote><b>亚马逊股票围绕盈利</b></blockquote></p><p> Next, let’s look at the performance of Amazon stock around earnings dates to figure out whether it might make sense to buy AMZN ahead of it. The graph below shows three bars: the median two-week return of Amazon stock (1) before earnings, (2) after earnings, and (3) on any given day.</p><p><blockquote>接下来，让我们看看亚马逊股票在财报日期前后的表现，以确定在财报日期之前购买亚马逊是否有意义。下图显示了三个条形图：亚马逊股票的两周回报率中位数(1)财报前、(2)财报后以及(3)任何一天。</blockquote></p><p> Over the past 20 earnings seasons, Amazon share price increased by a median 2.6% prior to the event – much better than the 0.1% following earnings day. The consistency is also worth noting: the stock produced positive two-week returns<i>ahead</i>of earnings 80% of the time vs. only half the time<i>after</i>earnings.</p><p><blockquote>在过去20个财报季中，亚马逊股价在活动前上涨了2.6%，远好于财报日后的0.1%。一致性也值得注意：该股两周产生正回报<i>提前</i>80%的时间盈利，而只有一半的时间盈利<i>之后</i>收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e360e6fb7b2688f235851e032bd4615a\" tg-width=\"770\" tg-height=\"411\"><span>Figure 3: Median 2-week returns, earnings vs. non-earnings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：两周回报率中位数，盈利与非盈利。</span></p></blockquote></p><p> The data seems consistent with the idea of “buying the rumor, selling the news”. In other words, it is plausible that demand for AMZN shares rises ahead of the quarterly report, which has often exceeded analysts’ expectations. Once the numbers are in, investors proceed to lock in gains.</p><p><blockquote>数据似乎与“买谣言，卖消息”的思路一致。换句话说，对亚马逊股票的需求在季度报告发布之前上升是合理的，这往往超出了分析师的预期。一旦数据出来，投资者就会开始锁定收益。</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>Amazon Stock: Get Ready For Earnings Season<blockquote>亚马逊股票：为财报季做好准备</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\">\nAmazon Stock: Get Ready For Earnings Season<blockquote>亚马逊股票：为财报季做好准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-06-29 21:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The countdown to Amazon’s earnings day has begun. The Amazon Maven begins its preview by looking at analyst consensus and historical stock price behavior prior to and after the event.</p><p><blockquote>亚马逊财报日已经进入倒计时。Amazon Maven通过查看分析师共识和事件前后的历史股价行为来开始预览。</blockquote></p><p> June is ending along with the second calendar quarter of 2021. Amazon stock(<b>AMZN</b>)&nbsp;is staring at a couple of potential catalysts in July, with earnings season being the most obvious of them.</p><p><blockquote>6月和2021年第二季度一起结束。亚马逊股票(<b>AMZN</b>）正在关注7月份的几个潜在催化剂，其中财报季是其中最明显的。</blockquote></p><p> The Amazon Maven will cover the cloud and e-commerce giant’s earnings event in detail via live blog – dates are yet to be announced by Amazon. In the meantime, our channel will preview second quarter earnings in the next few weeks, starting with a high-level view of consensus expectations.</p><p><blockquote>亚马逊Maven将通过实时博客详细报道这家云和电子商务巨头的财报活动——亚马逊尚未宣布日期。与此同时，我们的频道将在未来几周内预览第二季度收益，首先是对共识预期的高层看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\"><span>Figure 1; Amazon's HQ in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1；亚马逊总部位于华盛顿州西雅图。</span></p></blockquote></p><p> <b>What Wall Street expects</b></p><p><blockquote><b>华尔街的期望</b></blockquote></p><p> For second quarter 2021, it helps to think first about last year’s numbers. As the COVID-19 crisis was still in its early stages, Amazon&nbsp;delivered&nbsp;astounding revenue growth of 40% in second quarter of 2020, the highest since 2018. EPS of over $10 beat consensus by the widest margin ever.</p><p><blockquote>对于2021年第二季度，首先考虑去年的数字会有所帮助。由于COVID-19危机仍处于早期阶段，亚马逊在2020年第二季度实现了40%的惊人收入增长，为2018年以来的最高水平。每股收益超过10美元，以有史以来最大的幅度超出了市场预期。</blockquote></p><p> When most businesses suffered due to the shutdown of the global economies, Amazon benefited in second quarter 2020 from the trends in digital consumption and cloud adoption acceleration. This year, the Seattle-based company will be facing an uphill battle to produce top- and bottom-line growth.</p><p><blockquote>当大多数企业因全球经济关闭而遭受损失时，亚马逊在2020年第二季度受益于数字消费和云采用加速的趋势。今年，这家总部位于西雅图的公司将面临一场实现营收和利润增长的艰苦战斗。</blockquote></p><p> Still, Wall Street is betting on revenue increase of nearly 30% this time – see table below. On earnings per share, $12.22 would represent an increase of nearly 20%. The earnings consensus climbed by over one dollar since two months ago, probably in anticipation for&nbsp;another successful Amazon Prime Day event.</p><p><blockquote>尽管如此，华尔街仍押注这次收入将增长近30%——见下表。每股收益为12.22美元，将增长近20%。自两个月前以来，盈利共识攀升了1美元以上，可能是因为预期亚马逊Prime Day活动将再次取得成功。</blockquote></p><p> In the next few weeks, the Amazon Maven will dig deeper into what are likely to be the most hotly debated topics of conversation on earnings day.</p><p><blockquote>在接下来的几周内，亚马逊专家将更深入地挖掘财报日最热门的话题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/040bd5f518765adf07c85cd4a5955392\" tg-width=\"871\" tg-height=\"424\"><span>Figure 2: AMZN's earnings and revenues estimates.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMZN的盈利和收入预测。</span></p></blockquote></p><p> <b>Amazon stock around earnings</b></p><p><blockquote><b>亚马逊股票围绕盈利</b></blockquote></p><p> Next, let’s look at the performance of Amazon stock around earnings dates to figure out whether it might make sense to buy AMZN ahead of it. The graph below shows three bars: the median two-week return of Amazon stock (1) before earnings, (2) after earnings, and (3) on any given day.</p><p><blockquote>接下来，让我们看看亚马逊股票在财报日期前后的表现，以确定在财报日期之前购买亚马逊是否有意义。下图显示了三个条形图：亚马逊股票的两周回报率中位数(1)财报前、(2)财报后以及(3)任何一天。</blockquote></p><p> Over the past 20 earnings seasons, Amazon share price increased by a median 2.6% prior to the event – much better than the 0.1% following earnings day. The consistency is also worth noting: the stock produced positive two-week returns<i>ahead</i>of earnings 80% of the time vs. only half the time<i>after</i>earnings.</p><p><blockquote>在过去20个财报季中，亚马逊股价在活动前上涨了2.6%，远好于财报日后的0.1%。一致性也值得注意：该股两周产生正回报<i>提前</i>80%的时间盈利，而只有一半的时间盈利<i>之后</i>收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e360e6fb7b2688f235851e032bd4615a\" tg-width=\"770\" tg-height=\"411\"><span>Figure 3: Median 2-week returns, earnings vs. non-earnings.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：两周回报率中位数，盈利与非盈利。</span></p></blockquote></p><p> The data seems consistent with the idea of “buying the rumor, selling the news”. In other words, it is plausible that demand for AMZN shares rises ahead of the quarterly report, which has often exceeded analysts’ expectations. Once the numbers are in, investors proceed to lock in gains.</p><p><blockquote>数据似乎与“买谣言，卖消息”的思路一致。换句话说，对亚马逊股票的需求在季度报告发布之前上升是合理的，这往往超出了分析师的预期。一旦数据出来，投资者就会开始锁定收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-get-ready-for-earnings-season\">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":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-get-ready-for-earnings-season","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178728317","content_text":"The countdown to Amazon’s earnings day has begun. The Amazon Maven begins its preview by looking at analyst consensus and historical stock price behavior prior to and after the event.\nJune is ending along with the second calendar quarter of 2021. Amazon stock(AMZN) is staring at a couple of potential catalysts in July, with earnings season being the most obvious of them.\nThe Amazon Maven will cover the cloud and e-commerce giant’s earnings event in detail via live blog – dates are yet to be announced by Amazon. In the meantime, our channel will preview second quarter earnings in the next few weeks, starting with a high-level view of consensus expectations.\nFigure 1; Amazon's HQ in Seattle, WA.\nWhat Wall Street expects\nFor second quarter 2021, it helps to think first about last year’s numbers. As the COVID-19 crisis was still in its early stages, Amazon delivered astounding revenue growth of 40% in second quarter of 2020, the highest since 2018. EPS of over $10 beat consensus by the widest margin ever.\nWhen most businesses suffered due to the shutdown of the global economies, Amazon benefited in second quarter 2020 from the trends in digital consumption and cloud adoption acceleration. This year, the Seattle-based company will be facing an uphill battle to produce top- and bottom-line growth.\nStill, Wall Street is betting on revenue increase of nearly 30% this time – see table below. On earnings per share, $12.22 would represent an increase of nearly 20%. The earnings consensus climbed by over one dollar since two months ago, probably in anticipation for another successful Amazon Prime Day event.\nIn the next few weeks, the Amazon Maven will dig deeper into what are likely to be the most hotly debated topics of conversation on earnings day.\nFigure 2: AMZN's earnings and revenues estimates.\nAmazon stock around earnings\nNext, let’s look at the performance of Amazon stock around earnings dates to figure out whether it might make sense to buy AMZN ahead of it. The graph below shows three bars: the median two-week return of Amazon stock (1) before earnings, (2) after earnings, and (3) on any given day.\nOver the past 20 earnings seasons, Amazon share price increased by a median 2.6% prior to the event – much better than the 0.1% following earnings day. The consistency is also worth noting: the stock produced positive two-week returnsaheadof earnings 80% of the time vs. only half the timeafterearnings.\nFigure 3: Median 2-week returns, earnings vs. non-earnings.\nThe data seems consistent with the idea of “buying the rumor, selling the news”. In other words, it is plausible that demand for AMZN shares rises ahead of the quarterly report, which has often exceeded analysts’ expectations. Once the numbers are in, investors proceed to lock in gains.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150339700,"gmtCreate":1624886725200,"gmtModify":1631884171460,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150339700","repostId":"2146763002","repostType":4,"isVote":1,"tweetType":1,"viewCount":3395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150330502,"gmtCreate":1624886678706,"gmtModify":1631884171474,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150330502","repostId":"2146339002","repostType":4,"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127748824,"gmtCreate":1624871289668,"gmtModify":1631884171489,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127748824","repostId":"1124372919","repostType":4,"isVote":1,"tweetType":1,"viewCount":3795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172873348,"gmtCreate":1626955651684,"gmtModify":1631884171365,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172873348","repostId":"1194758357","repostType":4,"isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146497996,"gmtCreate":1626095671215,"gmtModify":1631884171408,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"No content?","listText":"No content?","text":"No content?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146497996","repostId":"2150538155","repostType":4,"isVote":1,"tweetType":1,"viewCount":2398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146494162,"gmtCreate":1626095604756,"gmtModify":1631884171418,"author":{"id":"3582805934730489","authorId":"3582805934730489","name":"Vrooms","avatar":"https://static.tigerbbs.com/60dc84d9e27e10e0a27767eb5b7b5bde","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582805934730489","authorIdStr":"3582805934730489"},"themes":[],"htmlText":"Great milestone&nbsp;","listText":"Great milestone&nbsp;","text":"Great milestone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146494162","repostId":"2150538212","repostType":4,"isVote":1,"tweetType":1,"viewCount":2070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}