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2021-06-26

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Kyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，到处都能看到通货膨胀</blockquote>

2021-06-25

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2021-06-25

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2021-06-24

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2021-06-22

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2021-06-21

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Why Torchlight Stock Is Blazing Higher Today<blockquote>为什么 Torchlight 股票今天大涨</blockquote>

2021-06-20

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2021-06-19

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2021-06-18

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2021-06-17

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2021-06-16

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Why a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote>

2021-06-16

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Tesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>

2021-06-16

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and comment [Strong]&nbsp;","listText":"Like and comment [Strong]&nbsp;","text":"Like and comment [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/125294611","repostId":"1134836867","repostType":4,"repost":{"id":"1134836867","kind":"news","pubTimestamp":1624634837,"share":"https://www.laohunote.com/m/news/1134836867?lang=zh_CN&edition=full","pubTime":"2021-06-25 23:27","market":"us","language":"en","title":"Kyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，到处都能看到通货膨胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134836867","media":"zerohedge","summary":"With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to th","content":"<p>With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.</p><p><blockquote>随着美国股市回到历史高位，市场似乎对联邦公开市场委员会对最新通胀数据的反应置之不理，海曼资本 (Hayman Capital) 的凯尔·巴斯 (Kyle Bass) 周四重返 CNBC，接受了“收盘钟”工作人员的采访，他在采访中提供了一个截然不同的愿景当前的经济情景与通胀相比。</blockquote></p><p> Inan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"</p><p><blockquote>在一次采访中，这位亿万富翁投资者阐述了他的说法，即美国已经在努力应对超过 10% 的实际通货膨胀率，并宣称“在生活的方方面面，我都看到了通货膨胀。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d1d2089581ea201564daaba8b5aac961\" tg-width=\"521\" tg-height=\"310\"></p><p><blockquote></blockquote></p><p> Why? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.</p><p><blockquote>为什么？因为在过去一年半的时间里，美联储在最短的时间内向美国经济注入了更广泛的货币，比我们在美国历史上看到的任何时候都多。</blockquote></p><p>   \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.  Even as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.</p><p><blockquote>“我认为我们将看到通胀短期下降，因为最初的通胀爆发是巨大的。..这种短暂的评论可能在短时间内是正确的，但当你看看货币供应量时，我想莎拉，从1980年到2010年，美国体系中的广义货币占GDP的比例在50%到60%之间波动，全球金融危机后，占GDP的比例从大约60%上升到68%，现在我们已经接近90%了。因此，在自新冠疫情爆发以来的一年半时间里，我们在美国历史上最短的时间内向我们的体系中引入了34%的广义货币，因此，如果美联储继续扩大资产负债表，我们将看到价格保持在高位，并随着时间的推移走高，”巴斯说。尽管财经媒体喋喋不休地谈论美联储最终开始考虑缩减资产购买规模的重要性，但巴斯认为央行将无法缩减资产负债表。</blockquote></p><p>   \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.  So, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.</p><p><blockquote>巴斯表示：“如果美联储继续扩大资产负债表，我们将看到价格保持在高位，并随着时间的推移而走高，我认为它会这样做。”那么，正如巴斯生动地描述的那样，投资者可以做些什么来对抗这个“通胀怪物”。他建议他们关注大宗商品和房地产等硬资产，贝莱德已经在大量购买这些资产。</blockquote></p><p> Equities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).</p><p><blockquote>巴斯表示，股票应该“表现良好”，他引用的数据显示，从长远来看，股票价格可以跟上 95% 至 88% 的通货膨胀率（尽管这肯定不符合过去十年）。</blockquote></p><p> As for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"</p><p><blockquote>至于他对通胀的评估及其与美联储观点的巨大差异，巴斯打趣道：“你的银行账户是是否存在通胀的最终决定因素，”他总结道，并强调了消费者看到的食品和汽车等物品价格上涨。”</blockquote></p><p>   \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\" </p><p><blockquote>“如果你在市场上，你想拥有大宗商品；如果你在现实世界中，你想拥有生产性房地产，你甚至想在美国人口发生重大变动之前购买农村土地......今天，我宁愿拥有硬资产而不是股票，因为我认为我们看到的只是美国人口变动的开始。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nKyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，到处都能看到通货膨胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-25 23:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.</p><p><blockquote>随着美国股市回到历史高位，市场似乎对联邦公开市场委员会对最新通胀数据的反应置之不理，海曼资本 (Hayman Capital) 的凯尔·巴斯 (Kyle Bass) 周四重返 CNBC，接受了“收盘钟”工作人员的采访，他在采访中提供了一个截然不同的愿景当前的经济情景与通胀相比。</blockquote></p><p> Inan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"</p><p><blockquote>在一次采访中，这位亿万富翁投资者阐述了他的说法，即美国已经在努力应对超过 10% 的实际通货膨胀率，并宣称“在生活的方方面面，我都看到了通货膨胀。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d1d2089581ea201564daaba8b5aac961\" tg-width=\"521\" tg-height=\"310\"></p><p><blockquote></blockquote></p><p> Why? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.</p><p><blockquote>为什么？因为在过去一年半的时间里，美联储在最短的时间内向美国经济注入了更广泛的货币，比我们在美国历史上看到的任何时候都多。</blockquote></p><p>   \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.  Even as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.</p><p><blockquote>“我认为我们将看到通胀短期下降，因为最初的通胀爆发是巨大的。..这种短暂的评论可能在短时间内是正确的，但当你看看货币供应量时，我想莎拉，从1980年到2010年，美国体系中的广义货币占GDP的比例在50%到60%之间波动，全球金融危机后，占GDP的比例从大约60%上升到68%，现在我们已经接近90%了。因此，在自新冠疫情爆发以来的一年半时间里，我们在美国历史上最短的时间内向我们的体系中引入了34%的广义货币，因此，如果美联储继续扩大资产负债表，我们将看到价格保持在高位，并随着时间的推移走高，”巴斯说。尽管财经媒体喋喋不休地谈论美联储最终开始考虑缩减资产购买规模的重要性，但巴斯认为央行将无法缩减资产负债表。</blockquote></p><p>   \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.  So, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.</p><p><blockquote>巴斯表示：“如果美联储继续扩大资产负债表，我们将看到价格保持在高位，并随着时间的推移而走高，我认为它会这样做。”那么，正如巴斯生动地描述的那样，投资者可以做些什么来对抗这个“通胀怪物”。他建议他们关注大宗商品和房地产等硬资产，贝莱德已经在大量购买这些资产。</blockquote></p><p> Equities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).</p><p><blockquote>巴斯表示，股票应该“表现良好”，他引用的数据显示，从长远来看，股票价格可以跟上 95% 至 88% 的通货膨胀率（尽管这肯定不符合过去十年）。</blockquote></p><p> As for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"</p><p><blockquote>至于他对通胀的评估及其与美联储观点的巨大差异，巴斯打趣道：“你的银行账户是是否存在通胀的最终决定因素，”他总结道，并强调了消费者看到的食品和汽车等物品价格上涨。”</blockquote></p><p>   \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\" </p><p><blockquote>“如果你在市场上，你想拥有大宗商品；如果你在现实世界中，你想拥有生产性房地产，你甚至想在美国人口发生重大变动之前购买农村土地......今天，我宁愿拥有硬资产而不是股票，因为我认为我们看到的只是美国人口变动的开始。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/kyle-bass-warns-every-aspect-my-life-i-see-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/kyle-bass-warns-every-aspect-my-life-i-see-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134836867","content_text":"With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.\nInan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"\n\nWhy? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.\n\n \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.\n\nEven as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.\n\n \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.\n\nSo, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.\nEquities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).\nAs for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"\n\n \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\"","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122916106,"gmtCreate":1624592455905,"gmtModify":1631888612929,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/122916106","repostId":"1152522341","repostType":4,"isVote":1,"tweetType":1,"viewCount":4374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126843377,"gmtCreate":1624552865199,"gmtModify":1631888612946,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment 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[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/128927537","repostId":"1123789211","repostType":4,"isVote":1,"tweetType":1,"viewCount":3265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120757713,"gmtCreate":1624339427132,"gmtModify":1631888612967,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120757713","repostId":"2145003011","repostType":4,"isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167780861,"gmtCreate":1624284764853,"gmtModify":1631888612981,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167780861","repostId":"1167597265","repostType":4,"repost":{"id":"1167597265","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1624279909,"share":"https://www.laohunote.com/m/news/1167597265?lang=zh_CN&edition=full","pubTime":"2021-06-21 20:51","market":"us","language":"en","title":"Why Torchlight Stock Is Blazing Higher Today<blockquote>为什么 Torchlight 股票今天大涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167597265","media":"Benzinga Earnings","summary":"Torchlight Energy Resources Inc TRCH is trading significantly higher Monday morning after the compan","content":"<p><b>T</b><b>orchlight Energy Resources Inc</b>&nbsp;TRCH&nbsp;is trading significantly higher Monday morning after the company provided an update on its proposed business combination with<b>Metamaterial Inc</b>MMATF.</p><p><blockquote><b>T</b><b>奥奇莱特能源资源公司</b>周一上午，TRCH 的交易价格大幅走高，此前该公司提供了其拟议业务合并的最新信息。<b>超材料公司</b>MMATF。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/902076d62a21d2e1a3034b6d6aafb359\" tg-width=\"719\" tg-height=\"495\"></p><p><blockquote></blockquote></p><p> <b>What Happened:</b>&nbsp;The two companies announced an agreement&nbsp;to&nbsp;extend the date by which Torchlight and Metamaterial must close their business combination transaction to June 30.</p><p><blockquote><b>发生了什么：</b>两家公司宣布达成协议，将 Torchlight 和 Metamaterial 完成业务合并交易的日期延长至 6 月 30 日。</blockquote></p><p> The extension provides&nbsp;time for the&nbsp;record and&nbsp;payment dates of the special stock dividend to occur.&nbsp;The payment date for the special stock dividend will be June 25.</p><p><blockquote>延期为特别股票股息的记录和支付日期提供了时间。特别股票股息的支付日期将是6月25日。</blockquote></p><p> <b>Price Action:</b>&nbsp;Torchlight has traded as low as 21 cents over a 52-week period. The oil and gas exploration company&nbsp;is making a new 52-week high in premarket trading today.</p><p><blockquote><b>价格行为：</b>52 周内，Torchlight 的交易价格低至 21 美分。这家石油和天然气勘探公司今天在盘前交易中创下了 52 周新高。</blockquote></p><p> At last check Monday, the stock was up 39.40% at $8.74.</p><p><blockquote>周一最后一次检查时，该股上涨 39.40%，至 8.74 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Torchlight Stock Is Blazing Higher Today<blockquote>为什么 Torchlight 股票今天大涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Torchlight Stock Is Blazing Higher Today<blockquote>为什么 Torchlight 股票今天大涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-06-21 20:51</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>T</b><b>orchlight Energy Resources Inc</b>&nbsp;TRCH&nbsp;is trading significantly higher Monday morning after the company provided an update on its proposed business combination with<b>Metamaterial Inc</b>MMATF.</p><p><blockquote><b>T</b><b>奥奇莱特能源资源公司</b>周一上午，TRCH 的交易价格大幅走高，此前该公司提供了其拟议业务合并的最新信息。<b>超材料公司</b>MMATF。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/902076d62a21d2e1a3034b6d6aafb359\" tg-width=\"719\" tg-height=\"495\"></p><p><blockquote></blockquote></p><p> <b>What Happened:</b>&nbsp;The two companies announced an agreement&nbsp;to&nbsp;extend the date by which Torchlight and Metamaterial must close their business combination transaction to June 30.</p><p><blockquote><b>发生了什么：</b>两家公司宣布达成协议，将 Torchlight 和 Metamaterial 完成业务合并交易的日期延长至 6 月 30 日。</blockquote></p><p> The extension provides&nbsp;time for the&nbsp;record and&nbsp;payment dates of the special stock dividend to occur.&nbsp;The payment date for the special stock dividend will be June 25.</p><p><blockquote>延期为特别股票股息的记录和支付日期提供了时间。特别股票股息的支付日期将是6月25日。</blockquote></p><p> <b>Price Action:</b>&nbsp;Torchlight has traded as low as 21 cents over a 52-week period. The oil and gas exploration company&nbsp;is making a new 52-week high in premarket trading today.</p><p><blockquote><b>价格行为：</b>52 周内，Torchlight 的交易价格低至 21 美分。这家石油和天然气勘探公司今天在盘前交易中创下了 52 周新高。</blockquote></p><p> At last check Monday, the stock was up 39.40% at $8.74.</p><p><blockquote>周一最后一次检查时，该股上涨 39.40%，至 8.74 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMAT":"Meta Materials Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167597265","content_text":"Torchlight Energy Resources Inc TRCH is trading significantly higher Monday morning after the company provided an update on its proposed business combination withMetamaterial IncMMATF.\n\nWhat Happened: The two companies announced an agreement to extend the date by which Torchlight and Metamaterial must close their business combination transaction to June 30.\nThe extension provides time for the record and payment dates of the special stock dividend to occur. The payment date for the special stock dividend will be June 25.\nPrice Action: Torchlight has traded as low as 21 cents over a 52-week period. The oil and gas exploration company is making a new 52-week high in premarket trading today.\nAt last check Monday, the stock was up 39.40% at $8.74.","news_type":1,"symbols_score_info":{"MMAT":0.9,"TRCH":0.9}},"isVote":1,"tweetType":1,"viewCount":2691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164983124,"gmtCreate":1624165520168,"gmtModify":1631888612991,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164983124","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":2978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162466846,"gmtCreate":1624071826885,"gmtModify":1631888613007,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162466846","repostId":"1161408410","repostType":4,"isVote":1,"tweetType":1,"viewCount":3313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166485235,"gmtCreate":1624022798027,"gmtModify":1631888613015,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166485235","repostId":"2144779308","repostType":4,"isVote":1,"tweetType":1,"viewCount":3840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161526578,"gmtCreate":1623935883294,"gmtModify":1631888613025,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161526578","repostId":"2144374909","repostType":4,"isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169639923,"gmtCreate":1623831861862,"gmtModify":1631891577890,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169639923","repostId":"1178629454","repostType":4,"repost":{"id":"1178629454","kind":"news","pubTimestamp":1623801608,"share":"https://www.laohunote.com/m/news/1178629454?lang=zh_CN&edition=full","pubTime":"2021-06-16 08:00","market":"us","language":"en","title":"Why a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178629454","media":"Barrons","summary":"Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may ta","content":"<p>Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may taper its crisis-era asset purchases. Investors are warily watching the Federal Reserve’s policy meeting this week and bracing for another painful “taper tantrum” in emerging markets that led to painful losses . But it may not be as bad this time.</p><p><blockquote>2013年，当美联储暗示可能会缩减危机时期的资产购买规模时，新兴市场掀起了一场值得蹒跚学步的发脾气。投资者正谨慎地关注美联储本周的政策会议，并为新兴市场再次出现痛苦的 “缩减规模狂潮 ”做好准备，这将导致痛苦的损失。但这次可能不会那么糟糕。</blockquote></p><p> Fund managers cited a taper tantrum as the second-biggest risk after inflation in a recent survey by Bank of America. Emerging markets felt the brunt of the last taper tantrum, with the MSCI Emerging Markets index falling roughly 10% in four months as investors yanked money out as higher yields in the U.S. offered them alternatives in 2013. That added pressure to emerging market countries, exacerbating precarious fiscal positions in countries reliant on foreign funding.</p><p><blockquote>在美国银行最近的一项调查中，基金经理们将缩减规模的恐慌列为仅次于通货膨胀的第二大风险。新兴市场在上一次缩减规模的恐慌中首当其冲，摩根士丹利资本国际新兴市场指数在四个月内下跌了约 10%，因为 2013 年美国收益率上升为他们提供了替代方案，投资者纷纷撤资。这增加了新兴市场国家的压力，加剧了依赖外国资金的国家岌岌可危的财政状况。</blockquote></p><p> Many emerging market countries have better fiscal positions and stronger reserves to deal this time to deal with the fallout from another Fed taper. Increased demand for commodities should also help insulate non-Asian markets from disruptive outflows, giving policy makers more room to maneuver, according to Gavkeal Research analysts Udith Sikand and Vincent Tsui.</p><p><blockquote>许多新兴市场国家此次有更好的财政状况和更强大的储备来应对美联储再次缩减规模带来的影响。Gavkeal Research 分析师 Udith Sikand 和 Vincent Tsui 表示，大宗商品需求的增加也应有助于保护非亚洲市场免受破坏性资金外流的影响，从而为政策制定者提供更多回旋余地。</blockquote></p><p> The duo expects a less extreme reaction in emerging markets, writing in a note this month that the Fed may also be more attuned to the fragility of the global backdrop and careful to avoid sparking a panic.</p><p><blockquote>两人预计新兴市场的反应不会那么极端，他们在本月的一份报告中写道，美联储也可能更加适应全球背景的脆弱性，并小心避免引发恐慌。</blockquote></p><p> Plus, U.S. real yields are already inching up, which could mean any further rise in yields on the back of a Fed tapering could be smaller. As a result, the analysts think several emerging markets could be less vulnerable this time around and even outperform.</p><p><blockquote>此外，美国实际收益率已经在小幅上升，这可能意味着美联储缩减规模导致收益率进一步上升的幅度可能较小。因此，分析师认为，这一次几个新兴市场可能会不那么脆弱，甚至跑赢大盘。</blockquote></p><p> Of course, if a Fed taper triggers the type of outflows seen last time from emerging markets—roughly $30 billion—there will be few places to hide. The growth outlook for emerging markets, especially outside of India and China, is also less exciting and many countries will likely be grappling with higher levels of debt post-Covid. And the most fiscally fragile could still be vulnerable (think Turkey and South Africa).</p><p><blockquote>当然，如果美联储缩减规模引发了上次新兴市场资金流出——大约 300 亿美元——那么就没有什么可藏的了。新兴市场（尤其是印度和中国以外的市场）的增长前景也不那么令人兴奋，许多国家可能会在新冠疫情后努力应对更高的债务水平。财政最脆弱的国家可能仍然很脆弱（想想土耳其和南非）。</blockquote></p><p> But some money managers see pockets of opportunity in emerging markets. While 2013 is still fresh in the minds of emerging market investors, not all instances of Fed tightening have created such painful periods. Between 2004 to 2006, the MSCI Emerging Markets index returned more than 80% as the Federal Reserve raised the fed-funds rate by 4.25 percentage points, analysts at RockCreek wrote in a note to clients this week. A strong economic recovery led to the tightening in 2004—a period where emerging markets also saw the benefits of a strong commodities market. The RockCreek team highlighted similarities to that period: Commodities are&nbsp;booming again&nbsp;and the U.S. is in the throes of an economic recovery.</p><p><blockquote>但一些基金经理看到了新兴市场的机会。尽管2013年对新兴市场投资者来说仍然记忆犹新，但并非所有美联储紧缩政策都造成了如此痛苦的时期。RockCreek 分析师本周在给客户的一份报告中写道，2004 年至 2006 年间，随着美联储将联邦基金利率提高 4.25 个百分点，MSCI 新兴市场指数的回报率超过 80%。强劲的经济复苏导致了2004年的紧缩——在此期间，新兴市场也看到了大宗商品市场强劲的好处。RockCreek团队强调了与那个时期的相似之处：大宗商品再次繁荣，而美国正处于经济复苏的阵痛之中。</blockquote></p><p> Picking the right spots in emerging markets will be important, as some countries are better-positioned for stronger commodity demand and to withstand volatility from a Fed taper. Others, like China are still&nbsp;grappling with country-specific issues,like antimonopoly measures that loom over not just the e-commerce and internet sectors but also education.</p><p><blockquote>在新兴市场选择合适的地点非常重要，因为一些国家能够更好地应对强劲的大宗商品需求，并抵御美联储缩减规模带来的波动。其他一些国家，比如中国，仍在努力解决特定国家的问题，比如不仅影响电子商务和互联网行业，还影响教育的反垄断措施。</blockquote></p><p> Oxford Economics strategists favor commodity-oriented beneficiaries in emerging markets in Brazil, for example, where valuations are less stretched than in “new-economy” areas of the market like Chinese technology stocks.</p><p><blockquote>牛津经济研究院（Oxford Economics）的策略师青睐巴西新兴市场中以大宗商品为导向的受益者，这些市场的估值不如中国科技股等 “新经济 ”领域那么紧张。</blockquote></p><p> Some emerging markets managers are also looking to banks in&nbsp;countries like Brazil&nbsp;as a way to benefit from the commodities boom and broader recovery. Gavekal also recommends overweight emerging-market stocks with a preference for non-Asian commodity exporters, as well as countries with weaker currencies like Brazil and&nbsp;Mexico.</p><p><blockquote>一些新兴市场管理者也将目光投向巴西等国的银行，以此作为受益于大宗商品繁荣和更广泛复苏的一种方式。Gavekal 还推荐跑赢大盘新兴市场股票，偏好非亚洲大宗商品出口国，以及巴西和墨西哥等货币较弱的国家。</blockquote></p><p> The&nbsp;iShares MSCI Brazilexchange-traded fund (EWZ) is up 26% over the last three months; the&nbsp;iShares MSCI Mexico&nbsp;ETF (EWW) is up nearly 13% while the China-heavy&nbsp;iShares MSCI Emerging Markets&nbsp;index (EEM) is up just 4% over that period.</p><p><blockquote>iShares MSCI 巴西交易所交易基金 (EWZ) 在过去三个月中上涨了 26%；iShares MSCI 墨西哥 ETF (EWW) 同期上涨近 13%，而以中国为主的 iShares MSCI 新兴市场指数 (EEM) 同期仅上涨 4%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-16 08:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may taper its crisis-era asset purchases. Investors are warily watching the Federal Reserve’s policy meeting this week and bracing for another painful “taper tantrum” in emerging markets that led to painful losses . But it may not be as bad this time.</p><p><blockquote>2013年，当美联储暗示可能会缩减危机时期的资产购买规模时，新兴市场掀起了一场值得蹒跚学步的发脾气。投资者正谨慎地关注美联储本周的政策会议，并为新兴市场再次出现痛苦的 “缩减规模狂潮 ”做好准备，这将导致痛苦的损失。但这次可能不会那么糟糕。</blockquote></p><p> Fund managers cited a taper tantrum as the second-biggest risk after inflation in a recent survey by Bank of America. Emerging markets felt the brunt of the last taper tantrum, with the MSCI Emerging Markets index falling roughly 10% in four months as investors yanked money out as higher yields in the U.S. offered them alternatives in 2013. That added pressure to emerging market countries, exacerbating precarious fiscal positions in countries reliant on foreign funding.</p><p><blockquote>在美国银行最近的一项调查中，基金经理们将缩减规模的恐慌列为仅次于通货膨胀的第二大风险。新兴市场在上一次缩减规模的恐慌中首当其冲，摩根士丹利资本国际新兴市场指数在四个月内下跌了约 10%，因为 2013 年美国收益率上升为他们提供了替代方案，投资者纷纷撤资。这增加了新兴市场国家的压力，加剧了依赖外国资金的国家岌岌可危的财政状况。</blockquote></p><p> Many emerging market countries have better fiscal positions and stronger reserves to deal this time to deal with the fallout from another Fed taper. Increased demand for commodities should also help insulate non-Asian markets from disruptive outflows, giving policy makers more room to maneuver, according to Gavkeal Research analysts Udith Sikand and Vincent Tsui.</p><p><blockquote>许多新兴市场国家此次有更好的财政状况和更强大的储备来应对美联储再次缩减规模带来的影响。Gavkeal Research 分析师 Udith Sikand 和 Vincent Tsui 表示，大宗商品需求的增加也应有助于保护非亚洲市场免受破坏性资金外流的影响，从而为政策制定者提供更多回旋余地。</blockquote></p><p> The duo expects a less extreme reaction in emerging markets, writing in a note this month that the Fed may also be more attuned to the fragility of the global backdrop and careful to avoid sparking a panic.</p><p><blockquote>两人预计新兴市场的反应不会那么极端，他们在本月的一份报告中写道，美联储也可能更加适应全球背景的脆弱性，并小心避免引发恐慌。</blockquote></p><p> Plus, U.S. real yields are already inching up, which could mean any further rise in yields on the back of a Fed tapering could be smaller. As a result, the analysts think several emerging markets could be less vulnerable this time around and even outperform.</p><p><blockquote>此外，美国实际收益率已经在小幅上升，这可能意味着美联储缩减规模导致收益率进一步上升的幅度可能较小。因此，分析师认为，这一次几个新兴市场可能会不那么脆弱，甚至跑赢大盘。</blockquote></p><p> Of course, if a Fed taper triggers the type of outflows seen last time from emerging markets—roughly $30 billion—there will be few places to hide. The growth outlook for emerging markets, especially outside of India and China, is also less exciting and many countries will likely be grappling with higher levels of debt post-Covid. And the most fiscally fragile could still be vulnerable (think Turkey and South Africa).</p><p><blockquote>当然，如果美联储缩减规模引发了上次新兴市场资金流出——大约 300 亿美元——那么就没有什么可藏的了。新兴市场（尤其是印度和中国以外的市场）的增长前景也不那么令人兴奋，许多国家可能会在新冠疫情后努力应对更高的债务水平。财政最脆弱的国家可能仍然很脆弱（想想土耳其和南非）。</blockquote></p><p> But some money managers see pockets of opportunity in emerging markets. While 2013 is still fresh in the minds of emerging market investors, not all instances of Fed tightening have created such painful periods. Between 2004 to 2006, the MSCI Emerging Markets index returned more than 80% as the Federal Reserve raised the fed-funds rate by 4.25 percentage points, analysts at RockCreek wrote in a note to clients this week. A strong economic recovery led to the tightening in 2004—a period where emerging markets also saw the benefits of a strong commodities market. The RockCreek team highlighted similarities to that period: Commodities are&nbsp;booming again&nbsp;and the U.S. is in the throes of an economic recovery.</p><p><blockquote>但一些基金经理看到了新兴市场的机会。尽管2013年对新兴市场投资者来说仍然记忆犹新，但并非所有美联储紧缩政策都造成了如此痛苦的时期。RockCreek 分析师本周在给客户的一份报告中写道，2004 年至 2006 年间，随着美联储将联邦基金利率提高 4.25 个百分点，MSCI 新兴市场指数的回报率超过 80%。强劲的经济复苏导致了2004年的紧缩——在此期间，新兴市场也看到了大宗商品市场强劲的好处。RockCreek团队强调了与那个时期的相似之处：大宗商品再次繁荣，而美国正处于经济复苏的阵痛之中。</blockquote></p><p> Picking the right spots in emerging markets will be important, as some countries are better-positioned for stronger commodity demand and to withstand volatility from a Fed taper. Others, like China are still&nbsp;grappling with country-specific issues,like antimonopoly measures that loom over not just the e-commerce and internet sectors but also education.</p><p><blockquote>在新兴市场选择合适的地点非常重要，因为一些国家能够更好地应对强劲的大宗商品需求，并抵御美联储缩减规模带来的波动。其他一些国家，比如中国，仍在努力解决特定国家的问题，比如不仅影响电子商务和互联网行业，还影响教育的反垄断措施。</blockquote></p><p> Oxford Economics strategists favor commodity-oriented beneficiaries in emerging markets in Brazil, for example, where valuations are less stretched than in “new-economy” areas of the market like Chinese technology stocks.</p><p><blockquote>牛津经济研究院（Oxford Economics）的策略师青睐巴西新兴市场中以大宗商品为导向的受益者，这些市场的估值不如中国科技股等 “新经济 ”领域那么紧张。</blockquote></p><p> Some emerging markets managers are also looking to banks in&nbsp;countries like Brazil&nbsp;as a way to benefit from the commodities boom and broader recovery. Gavekal also recommends overweight emerging-market stocks with a preference for non-Asian commodity exporters, as well as countries with weaker currencies like Brazil and&nbsp;Mexico.</p><p><blockquote>一些新兴市场管理者也将目光投向巴西等国的银行，以此作为受益于大宗商品繁荣和更广泛复苏的一种方式。Gavekal 还推荐跑赢大盘新兴市场股票，偏好非亚洲大宗商品出口国，以及巴西和墨西哥等货币较弱的国家。</blockquote></p><p> The&nbsp;iShares MSCI Brazilexchange-traded fund (EWZ) is up 26% over the last three months; the&nbsp;iShares MSCI Mexico&nbsp;ETF (EWW) is up nearly 13% while the China-heavy&nbsp;iShares MSCI Emerging Markets&nbsp;index (EEM) is up just 4% over that period.</p><p><blockquote>iShares MSCI 巴西交易所交易基金 (EWZ) 在过去三个月中上涨了 26%；iShares MSCI 墨西哥 ETF (EWW) 同期上涨近 13%，而以中国为主的 iShares MSCI 新兴市场指数 (EEM) 同期仅上涨 4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/taper-tantrum-why-emerging-markets-may-keep-their-cool-51623796608?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/taper-tantrum-why-emerging-markets-may-keep-their-cool-51623796608?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178629454","content_text":"Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may taper its crisis-era asset purchases. Investors are warily watching the Federal Reserve’s policy meeting this week and bracing for another painful “taper tantrum” in emerging markets that led to painful losses . But it may not be as bad this time.\nFund managers cited a taper tantrum as the second-biggest risk after inflation in a recent survey by Bank of America. Emerging markets felt the brunt of the last taper tantrum, with the MSCI Emerging Markets index falling roughly 10% in four months as investors yanked money out as higher yields in the U.S. offered them alternatives in 2013. That added pressure to emerging market countries, exacerbating precarious fiscal positions in countries reliant on foreign funding.\nMany emerging market countries have better fiscal positions and stronger reserves to deal this time to deal with the fallout from another Fed taper. Increased demand for commodities should also help insulate non-Asian markets from disruptive outflows, giving policy makers more room to maneuver, according to Gavkeal Research analysts Udith Sikand and Vincent Tsui.\nThe duo expects a less extreme reaction in emerging markets, writing in a note this month that the Fed may also be more attuned to the fragility of the global backdrop and careful to avoid sparking a panic.\nPlus, U.S. real yields are already inching up, which could mean any further rise in yields on the back of a Fed tapering could be smaller. As a result, the analysts think several emerging markets could be less vulnerable this time around and even outperform.\nOf course, if a Fed taper triggers the type of outflows seen last time from emerging markets—roughly $30 billion—there will be few places to hide. The growth outlook for emerging markets, especially outside of India and China, is also less exciting and many countries will likely be grappling with higher levels of debt post-Covid. And the most fiscally fragile could still be vulnerable (think Turkey and South Africa).\nBut some money managers see pockets of opportunity in emerging markets. While 2013 is still fresh in the minds of emerging market investors, not all instances of Fed tightening have created such painful periods. Between 2004 to 2006, the MSCI Emerging Markets index returned more than 80% as the Federal Reserve raised the fed-funds rate by 4.25 percentage points, analysts at RockCreek wrote in a note to clients this week. A strong economic recovery led to the tightening in 2004—a period where emerging markets also saw the benefits of a strong commodities market. The RockCreek team highlighted similarities to that period: Commodities are booming again and the U.S. is in the throes of an economic recovery.\nPicking the right spots in emerging markets will be important, as some countries are better-positioned for stronger commodity demand and to withstand volatility from a Fed taper. Others, like China are still grappling with country-specific issues,like antimonopoly measures that loom over not just the e-commerce and internet sectors but also education.\nOxford Economics strategists favor commodity-oriented beneficiaries in emerging markets in Brazil, for example, where valuations are less stretched than in “new-economy” areas of the market like Chinese technology stocks.\nSome emerging markets managers are also looking to banks in countries like Brazil as a way to benefit from the commodities boom and broader recovery. Gavekal also recommends overweight emerging-market stocks with a preference for non-Asian commodity exporters, as well as countries with weaker currencies like Brazil and Mexico.\nThe iShares MSCI Brazilexchange-traded fund (EWZ) is up 26% over the last three months; the iShares MSCI Mexico ETF (EWW) is up nearly 13% while the China-heavy iShares MSCI Emerging Markets index (EEM) is up just 4% over that period.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169832665,"gmtCreate":1623826578657,"gmtModify":1631891577895,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169832665","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://www.laohunote.com/m/news/1105892749?lang=zh_CN&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨的分析师感到失望。他们正在寻找催化剂来打破近期的恐慌情绪。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约 15%，较 1 月份 900.40 美元的 52 周高点下跌约 50%。从股票的角度来看，特斯拉已经将领先地位拱手让给了传统汽车制造商：通用汽车 (GM) 和福特汽车公司 (F) 的股价今年迄今分别上涨了 45% 和 70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉公牛队感到困惑。“摩根士丹利（Morgan Stanley）分析师亚当-乔纳斯（Adam Jonas）在周一晚间的一份报告中写道：”让我们从健康的知识诚实开始，作为股票的起点。他给予特斯拉看涨股票买入评级。他对该股的目标价为每股 900 美元，比近期水平高出近 50%。“他写道：”即使是看涨者也应该承认，2020 年下半年股价的上涨虽然在原则上是理所应当的，但却是在一个高度集中的时间框架内实现的。</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标普500的提振，特斯拉股价在 2020 年下半年上涨了 227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>“乔纳斯补充说：”该股在大约五个月内就取得了五年来的大部分表现。他说，他的客户现在正在寻找下一件可以推动股票再次上涨的大事。他的想法包括扩大德克萨斯州和德国的产能。此后，他预测从现在到本十年中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas 还在寻找特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅覆盖了汽车行业总潜在市场的15%左右。模型扩展将是积极的。虽然该公司将于 2021 年晚些时候交付 Cybertruck，但这并不在近期内。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord 分析师 Jonathan Dorsheimer 正在寻找不同领域的催化剂：住宅太阳能。他看好的部分原因是 “特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，以客户为中心的连接性，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多尔斯海默很乐观，但最近感觉有点沮丧。他仍然给予该股买入评级，但在报告中将目标价从 974 美元下调至 812 美元。除此之外，他对电池延迟感到失望。特斯拉计划使用更大的电池单元，这有望提供更好的续航里程、充电时间和成本。这些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师马克-德莱尼（Mark Delaney）上周正在观看特斯拉的 Model S Plaid 交付活动。Plaid 可以在不到两秒的时间内从零加速到 60 英里/小时。德莱尼对这项技术印象深刻，但他指出，售价约为 13 万美元的 Plaid 是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉建造875,000辆汽车。华尔街共识数字接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为 860 美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>未来几个月，这三家公司将关注新产量的增加、强劲的交付和不断增长的太阳能业务。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌 3%，至 599.36 美元，本周小幅下跌。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-16 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨的分析师感到失望。他们正在寻找催化剂来打破近期的恐慌情绪。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约 15%，较 1 月份 900.40 美元的 52 周高点下跌约 50%。从股票的角度来看，特斯拉已经将领先地位拱手让给了传统汽车制造商：通用汽车 (GM) 和福特汽车公司 (F) 的股价今年迄今分别上涨了 45% 和 70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉公牛队感到困惑。“摩根士丹利（Morgan Stanley）分析师亚当-乔纳斯（Adam Jonas）在周一晚间的一份报告中写道：”让我们从健康的知识诚实开始，作为股票的起点。他给予特斯拉看涨股票买入评级。他对该股的目标价为每股 900 美元，比近期水平高出近 50%。“他写道：”即使是看涨者也应该承认，2020 年下半年股价的上涨虽然在原则上是理所应当的，但却是在一个高度集中的时间框架内实现的。</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标普500的提振，特斯拉股价在 2020 年下半年上涨了 227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>“乔纳斯补充说：”该股在大约五个月内就取得了五年来的大部分表现。他说，他的客户现在正在寻找下一件可以推动股票再次上涨的大事。他的想法包括扩大德克萨斯州和德国的产能。此后，他预测从现在到本十年中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas 还在寻找特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅覆盖了汽车行业总潜在市场的15%左右。模型扩展将是积极的。虽然该公司将于 2021 年晚些时候交付 Cybertruck，但这并不在近期内。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord 分析师 Jonathan Dorsheimer 正在寻找不同领域的催化剂：住宅太阳能。他看好的部分原因是 “特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，以客户为中心的连接性，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多尔斯海默很乐观，但最近感觉有点沮丧。他仍然给予该股买入评级，但在报告中将目标价从 974 美元下调至 812 美元。除此之外，他对电池延迟感到失望。特斯拉计划使用更大的电池单元，这有望提供更好的续航里程、充电时间和成本。这些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师马克-德莱尼（Mark Delaney）上周正在观看特斯拉的 Model S Plaid 交付活动。Plaid 可以在不到两秒的时间内从零加速到 60 英里/小时。德莱尼对这项技术印象深刻，但他指出，售价约为 13 万美元的 Plaid 是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉建造875,000辆汽车。华尔街共识数字接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为 860 美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>未来几个月，这三家公司将关注新产量的增加、强劲的交付和不断增长的太阳能业务。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌 3%，至 599.36 美元，本周小幅下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169894726,"gmtCreate":1623826181765,"gmtModify":1631891577899,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584092741735483","idStr":"3584092741735483"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169894726","repostId":"1182315358","repostType":4,"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":126843377,"gmtCreate":1624552865199,"gmtModify":1631888612946,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/126843377","repostId":"1120836318","repostType":4,"isVote":1,"tweetType":1,"viewCount":4004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120757713,"gmtCreate":1624339427132,"gmtModify":1631888612967,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120757713","repostId":"2145003011","repostType":4,"isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125294611,"gmtCreate":1624674099633,"gmtModify":1631888612917,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Strong]&nbsp;","listText":"Like and comment [Strong]&nbsp;","text":"Like and comment [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/125294611","repostId":"1134836867","repostType":4,"repost":{"id":"1134836867","kind":"news","pubTimestamp":1624634837,"share":"https://www.laohunote.com/m/news/1134836867?lang=zh_CN&edition=full","pubTime":"2021-06-25 23:27","market":"us","language":"en","title":"Kyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，到处都能看到通货膨胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134836867","media":"zerohedge","summary":"With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to th","content":"<p>With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.</p><p><blockquote>随着美国股市回到历史高位，市场似乎对联邦公开市场委员会对最新通胀数据的反应置之不理，海曼资本 (Hayman Capital) 的凯尔·巴斯 (Kyle Bass) 周四重返 CNBC，接受了“收盘钟”工作人员的采访，他在采访中提供了一个截然不同的愿景当前的经济情景与通胀相比。</blockquote></p><p> Inan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"</p><p><blockquote>在一次采访中，这位亿万富翁投资者阐述了他的说法，即美国已经在努力应对超过 10% 的实际通货膨胀率，并宣称“在生活的方方面面，我都看到了通货膨胀。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d1d2089581ea201564daaba8b5aac961\" tg-width=\"521\" tg-height=\"310\"></p><p><blockquote></blockquote></p><p> Why? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.</p><p><blockquote>为什么？因为在过去一年半的时间里，美联储在最短的时间内向美国经济注入了更广泛的货币，比我们在美国历史上看到的任何时候都多。</blockquote></p><p>   \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.  Even as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.</p><p><blockquote>“我认为我们将看到通胀短期下降，因为最初的通胀爆发是巨大的。..这种短暂的评论可能在短时间内是正确的，但当你看看货币供应量时，我想莎拉，从1980年到2010年，美国体系中的广义货币占GDP的比例在50%到60%之间波动，全球金融危机后，占GDP的比例从大约60%上升到68%，现在我们已经接近90%了。因此，在自新冠疫情爆发以来的一年半时间里，我们在美国历史上最短的时间内向我们的体系中引入了34%的广义货币，因此，如果美联储继续扩大资产负债表，我们将看到价格保持在高位，并随着时间的推移走高，”巴斯说。尽管财经媒体喋喋不休地谈论美联储最终开始考虑缩减资产购买规模的重要性，但巴斯认为央行将无法缩减资产负债表。</blockquote></p><p>   \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.  So, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.</p><p><blockquote>巴斯表示：“如果美联储继续扩大资产负债表，我们将看到价格保持在高位，并随着时间的推移而走高，我认为它会这样做。”那么，正如巴斯生动地描述的那样，投资者可以做些什么来对抗这个“通胀怪物”。他建议他们关注大宗商品和房地产等硬资产，贝莱德已经在大量购买这些资产。</blockquote></p><p> Equities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).</p><p><blockquote>巴斯表示，股票应该“表现良好”，他引用的数据显示，从长远来看，股票价格可以跟上 95% 至 88% 的通货膨胀率（尽管这肯定不符合过去十年）。</blockquote></p><p> As for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"</p><p><blockquote>至于他对通胀的评估及其与美联储观点的巨大差异，巴斯打趣道：“你的银行账户是是否存在通胀的最终决定因素，”他总结道，并强调了消费者看到的食品和汽车等物品价格上涨。”</blockquote></p><p>   \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\" </p><p><blockquote>“如果你在市场上，你想拥有大宗商品；如果你在现实世界中，你想拥有生产性房地产，你甚至想在美国人口发生重大变动之前购买农村土地......今天，我宁愿拥有硬资产而不是股票，因为我认为我们看到的只是美国人口变动的开始。”</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>Kyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，到处都能看到通货膨胀</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\">\nKyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，到处都能看到通货膨胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-25 23:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.</p><p><blockquote>随着美国股市回到历史高位，市场似乎对联邦公开市场委员会对最新通胀数据的反应置之不理，海曼资本 (Hayman Capital) 的凯尔·巴斯 (Kyle Bass) 周四重返 CNBC，接受了“收盘钟”工作人员的采访，他在采访中提供了一个截然不同的愿景当前的经济情景与通胀相比。</blockquote></p><p> Inan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"</p><p><blockquote>在一次采访中，这位亿万富翁投资者阐述了他的说法，即美国已经在努力应对超过 10% 的实际通货膨胀率，并宣称“在生活的方方面面，我都看到了通货膨胀。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d1d2089581ea201564daaba8b5aac961\" tg-width=\"521\" tg-height=\"310\"></p><p><blockquote></blockquote></p><p> Why? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.</p><p><blockquote>为什么？因为在过去一年半的时间里，美联储在最短的时间内向美国经济注入了更广泛的货币，比我们在美国历史上看到的任何时候都多。</blockquote></p><p>   \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.  Even as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.</p><p><blockquote>“我认为我们将看到通胀短期下降，因为最初的通胀爆发是巨大的。..这种短暂的评论可能在短时间内是正确的，但当你看看货币供应量时，我想莎拉，从1980年到2010年，美国体系中的广义货币占GDP的比例在50%到60%之间波动，全球金融危机后，占GDP的比例从大约60%上升到68%，现在我们已经接近90%了。因此，在自新冠疫情爆发以来的一年半时间里，我们在美国历史上最短的时间内向我们的体系中引入了34%的广义货币，因此，如果美联储继续扩大资产负债表，我们将看到价格保持在高位，并随着时间的推移走高，”巴斯说。尽管财经媒体喋喋不休地谈论美联储最终开始考虑缩减资产购买规模的重要性，但巴斯认为央行将无法缩减资产负债表。</blockquote></p><p>   \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.  So, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.</p><p><blockquote>巴斯表示：“如果美联储继续扩大资产负债表，我们将看到价格保持在高位，并随着时间的推移而走高，我认为它会这样做。”那么，正如巴斯生动地描述的那样，投资者可以做些什么来对抗这个“通胀怪物”。他建议他们关注大宗商品和房地产等硬资产，贝莱德已经在大量购买这些资产。</blockquote></p><p> Equities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).</p><p><blockquote>巴斯表示，股票应该“表现良好”，他引用的数据显示，从长远来看，股票价格可以跟上 95% 至 88% 的通货膨胀率（尽管这肯定不符合过去十年）。</blockquote></p><p> As for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"</p><p><blockquote>至于他对通胀的评估及其与美联储观点的巨大差异，巴斯打趣道：“你的银行账户是是否存在通胀的最终决定因素，”他总结道，并强调了消费者看到的食品和汽车等物品价格上涨。”</blockquote></p><p>   \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\" </p><p><blockquote>“如果你在市场上，你想拥有大宗商品；如果你在现实世界中，你想拥有生产性房地产，你甚至想在美国人口发生重大变动之前购买农村土地......今天，我宁愿拥有硬资产而不是股票，因为我认为我们看到的只是美国人口变动的开始。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/kyle-bass-warns-every-aspect-my-life-i-see-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/kyle-bass-warns-every-aspect-my-life-i-see-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134836867","content_text":"With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.\nInan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"\n\nWhy? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.\n\n \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.\n\nEven as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.\n\n \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.\n\nSo, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.\nEquities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).\nAs for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"\n\n \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\"","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128927537,"gmtCreate":1624498898629,"gmtModify":1631888612955,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment 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[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162466846","repostId":"1161408410","repostType":4,"isVote":1,"tweetType":1,"viewCount":3313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122916106,"gmtCreate":1624592455905,"gmtModify":1631888612929,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"title":"","htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/122916106","repostId":"1152522341","repostType":4,"isVote":1,"tweetType":1,"viewCount":4374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169832665,"gmtCreate":1623826578657,"gmtModify":1631891577895,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169832665","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://www.laohunote.com/m/news/1105892749?lang=zh_CN&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨的分析师感到失望。他们正在寻找催化剂来打破近期的恐慌情绪。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约 15%，较 1 月份 900.40 美元的 52 周高点下跌约 50%。从股票的角度来看，特斯拉已经将领先地位拱手让给了传统汽车制造商：通用汽车 (GM) 和福特汽车公司 (F) 的股价今年迄今分别上涨了 45% 和 70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉公牛队感到困惑。“摩根士丹利（Morgan Stanley）分析师亚当-乔纳斯（Adam Jonas）在周一晚间的一份报告中写道：”让我们从健康的知识诚实开始，作为股票的起点。他给予特斯拉看涨股票买入评级。他对该股的目标价为每股 900 美元，比近期水平高出近 50%。“他写道：”即使是看涨者也应该承认，2020 年下半年股价的上涨虽然在原则上是理所应当的，但却是在一个高度集中的时间框架内实现的。</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标普500的提振，特斯拉股价在 2020 年下半年上涨了 227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>“乔纳斯补充说：”该股在大约五个月内就取得了五年来的大部分表现。他说，他的客户现在正在寻找下一件可以推动股票再次上涨的大事。他的想法包括扩大德克萨斯州和德国的产能。此后，他预测从现在到本十年中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas 还在寻找特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅覆盖了汽车行业总潜在市场的15%左右。模型扩展将是积极的。虽然该公司将于 2021 年晚些时候交付 Cybertruck，但这并不在近期内。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord 分析师 Jonathan Dorsheimer 正在寻找不同领域的催化剂：住宅太阳能。他看好的部分原因是 “特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，以客户为中心的连接性，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多尔斯海默很乐观，但最近感觉有点沮丧。他仍然给予该股买入评级，但在报告中将目标价从 974 美元下调至 812 美元。除此之外，他对电池延迟感到失望。特斯拉计划使用更大的电池单元，这有望提供更好的续航里程、充电时间和成本。这些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师马克-德莱尼（Mark Delaney）上周正在观看特斯拉的 Model S Plaid 交付活动。Plaid 可以在不到两秒的时间内从零加速到 60 英里/小时。德莱尼对这项技术印象深刻，但他指出，售价约为 13 万美元的 Plaid 是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉建造875,000辆汽车。华尔街共识数字接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为 860 美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>未来几个月，这三家公司将关注新产量的增加、强劲的交付和不断增长的太阳能业务。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌 3%，至 599.36 美元，本周小幅下跌。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-16 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨的分析师感到失望。他们正在寻找催化剂来打破近期的恐慌情绪。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约 15%，较 1 月份 900.40 美元的 52 周高点下跌约 50%。从股票的角度来看，特斯拉已经将领先地位拱手让给了传统汽车制造商：通用汽车 (GM) 和福特汽车公司 (F) 的股价今年迄今分别上涨了 45% 和 70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉公牛队感到困惑。“摩根士丹利（Morgan Stanley）分析师亚当-乔纳斯（Adam Jonas）在周一晚间的一份报告中写道：”让我们从健康的知识诚实开始，作为股票的起点。他给予特斯拉看涨股票买入评级。他对该股的目标价为每股 900 美元，比近期水平高出近 50%。“他写道：”即使是看涨者也应该承认，2020 年下半年股价的上涨虽然在原则上是理所应当的，但却是在一个高度集中的时间框架内实现的。</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标普500的提振，特斯拉股价在 2020 年下半年上涨了 227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>“乔纳斯补充说：”该股在大约五个月内就取得了五年来的大部分表现。他说，他的客户现在正在寻找下一件可以推动股票再次上涨的大事。他的想法包括扩大德克萨斯州和德国的产能。此后，他预测从现在到本十年中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas 还在寻找特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅覆盖了汽车行业总潜在市场的15%左右。模型扩展将是积极的。虽然该公司将于 2021 年晚些时候交付 Cybertruck，但这并不在近期内。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord 分析师 Jonathan Dorsheimer 正在寻找不同领域的催化剂：住宅太阳能。他看好的部分原因是 “特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，以客户为中心的连接性，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多尔斯海默很乐观，但最近感觉有点沮丧。他仍然给予该股买入评级，但在报告中将目标价从 974 美元下调至 812 美元。除此之外，他对电池延迟感到失望。特斯拉计划使用更大的电池单元，这有望提供更好的续航里程、充电时间和成本。这些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师马克-德莱尼（Mark Delaney）上周正在观看特斯拉的 Model S Plaid 交付活动。Plaid 可以在不到两秒的时间内从零加速到 60 英里/小时。德莱尼对这项技术印象深刻，但他指出，售价约为 13 万美元的 Plaid 是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉建造875,000辆汽车。华尔街共识数字接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为 860 美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>未来几个月，这三家公司将关注新产量的增加、强劲的交付和不断增长的太阳能业务。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌 3%，至 599.36 美元，本周小幅下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169894726,"gmtCreate":1623826181765,"gmtModify":1631891577899,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"title":"","htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169894726","repostId":"1182315358","repostType":4,"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}