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2021-12-11

Nice

Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote>

2021-10-08

Ok

September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9 月份就业预览：这将是一个节拍，问题是有多大</blockquote>

2021-10-31

Ok

抱歉，原内容已删除

2021-11-02

[Strong]

Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote>

2021-12-07

[Like]

Vaccine stocks mixed in morning trading<blockquote>疫苗股早盘涨跌互现</blockquote>

2021-10-10

Great

3 Surefire Stocks to Buy If There's a Stock Market Crash<blockquote>如果股市崩盘，值得购买的 3 只必备股票</blockquote>

2021-11-01

Ok

Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>

2021-10-23

Ok

抱歉，原内容已删除

2021-10-01

Like

Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction<blockquote>道琼斯指数为 20,000 点的教授表示，他对可能引发股市调整的通胀趋势感到紧张</blockquote>

2021-11-26

Ok

Peloton, Wayfair, and Chewy are rallying as COVID anxiety ratchets up again<blockquote>随着新冠焦虑再次加剧，Peloton、Wayfair 和 Chewy 正在反弹</blockquote>

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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639149896,"share":"https://www.laohunote.com/m/news/1173242614?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:24","market":"us","language":"en","title":"Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173242614","media":"Tiger Newspress","summary":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for ","content":"<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对 160 亿美元 Nuance 交易的批准，微软股价在早盘交易中上涨超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司将以 160 亿美元收购人工智能和语音技术公司 Nuance Communications Inc.，获得欧盟无条件反垄断批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购和收购加强审查之际，新兴初创企业和潜在竞争对手被关闭。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将增强其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，这家美国软件巨头目前正在与英国反垄断机构进行谈判，然后提交批准该交易的请求。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于 12 月 21 日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构 CMA 进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance 以开创语音技术并帮助推出苹果公司的虚拟助手 Siri 而闻名，为美国 77% 的医院提供服务。</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>Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nMicrosoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 23:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对 160 亿美元 Nuance 交易的批准，微软股价在早盘交易中上涨超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司将以 160 亿美元收购人工智能和语音技术公司 Nuance Communications Inc.，获得欧盟无条件反垄断批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购和收购加强审查之际，新兴初创企业和潜在竞争对手被关闭。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将增强其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，这家美国软件巨头目前正在与英国反垄断机构进行谈判，然后提交批准该交易的请求。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于 12 月 21 日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构 CMA 进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance 以开创语音技术并帮助推出苹果公司的虚拟助手 Siri 而闻名，为美国 77% 的医院提供服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173242614","content_text":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.\n\nU.S. software giant Microsoft Corp is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.\nThe deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.\nMicrosoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.\nThe U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.\nThe European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.\nThe company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.\nThe deal has already received the regulatory green light in the United States and Australia, without remedies given.\nNuance, known for pioneering speech technology and helping launch Apple Inc's virtual assistant, Siri, serves 77% of U.S. hospitals.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606611372,"gmtCreate":1638869791403,"gmtModify":1638869791480,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606611372","repostId":"1110255592","repostType":4,"isVote":1,"tweetType":1,"viewCount":4152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606918393,"gmtCreate":1638807997572,"gmtModify":1638807997650,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606918393","repostId":"1172118771","repostType":4,"repost":{"id":"1172118771","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638803122,"share":"https://www.laohunote.com/m/news/1172118771?lang=zh_CN&edition=full","pubTime":"2021-12-06 23:05","market":"us","language":"en","title":"Vaccine stocks mixed in morning trading<blockquote>疫苗股早盘涨跌互现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172118771","media":"Tiger Newspress","summary":"Vaccine stocks mixed in morning trading.Moderna and BioNTech SE plunged more than 12% while Johnson ","content":"<p>Vaccine&nbsp;stocks&nbsp;mixed&nbsp;in&nbsp;morning&nbsp;trading.Moderna and BioNTech SE plunged more than 12% while Johnson &amp; Johnson and&nbsp;AstraZeneca&nbsp;rose&nbsp;about 2%.</p><p><blockquote>疫苗股早盘涨跌互现。 Moderna 和 BioNTech SE 暴跌超过 12%，而强生和阿斯利康上涨约 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a026a8b3f73899e06c8e4913061f6618\" tg-width=\"410\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vaccine stocks mixed in morning trading<blockquote>疫苗股早盘涨跌互现</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\">\nVaccine stocks mixed in morning trading<blockquote>疫苗股早盘涨跌互现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 23:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine&nbsp;stocks&nbsp;mixed&nbsp;in&nbsp;morning&nbsp;trading.Moderna and BioNTech SE plunged more than 12% while Johnson &amp; Johnson and&nbsp;AstraZeneca&nbsp;rose&nbsp;about 2%.</p><p><blockquote>疫苗股早盘涨跌互现。 Moderna 和 BioNTech SE 暴跌超过 12%，而强生和阿斯利康上涨约 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a026a8b3f73899e06c8e4913061f6618\" tg-width=\"410\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","JNJ":"强生","PFE":"辉瑞","SNY":"赛诺菲安万特","GSK":"葛兰素史克","REGN":"再生元制药公司","MRK":"默沙东","LLY":"礼来","GILD":"吉利德科学","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172118771","content_text":"Vaccine stocks mixed in morning trading.Moderna and BioNTech SE plunged more than 12% while Johnson & Johnson and AstraZeneca rose about 2%.","news_type":1,"symbols_score_info":{"JNJ":0.9,"BNTX":0.9,"PFE":0.9,"LLY":0.9,"SNY":0.9,"MRNA":0.9,"GSK":0.9,"GILD":0.9,"REGN":0.9,"MRK":0.9}},"isVote":1,"tweetType":1,"viewCount":4811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606911460,"gmtCreate":1638807900370,"gmtModify":1638807900496,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606911460","repostId":"1149885054","repostType":4,"repost":{"id":"1149885054","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638804172,"share":"https://www.laohunote.com/m/news/1149885054?lang=zh_CN&edition=full","pubTime":"2021-12-06 23:22","market":"us","language":"en","title":"DocuSign stock jumped nearly 6% in morning trading<blockquote>DocuSign 股价早盘上涨近 6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149885054","media":"Tiger Newspress","summary":"DocuSign stock jumped nearly 6% in morning trading as Cathie Wood's ARK exchange-traded funds bought","content":"<p>DocuSign stock jumped nearly 6% in morning trading&nbsp;as&nbsp;Cathie Wood's ARK exchange-traded funds bought $107.2 million shares of DocuSign on Friday.</p><p><blockquote>DocuSign 股价在早盘交易中上涨近 6%，Cathie Wood 的 ARK 交易所交易基金周五购买了价值 1.072 亿美元的 DocuSign 股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1c19636cdf5cb65e600884484408e891\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Cathie Wood's ARK snapped up DocuSign amid 42% nosedive.</p><p><blockquote>Cathie Wood 的 ARK 以 42% 的暴跌抢购了 DocuSign。</blockquote></p><p> Cathie Wood's ARK exchange-traded funds snapped up shares of DocuSign during the 42% nosedive for the online-signature company, according to the firm's disclosures. Led by the&nbsp;ARK Innovation ETF(ARKK), the funds bought $107.2 million shares of DocuSign, while the Innovation ETF sold $124.7 million worth of Tesla&nbsp;shares on Friday.</p><p><blockquote>根据 Cathie Wood 的披露，在在线签名公司 DocuSign 暴跌 42% 期间，该公司的 ARK 交易所交易基金抢购了该公司的股票。在 ARK Innovation ETF (ARKK) 的带领下，这些基金购买了价值 1.072 亿美元的 DocuSign 股票，而 Innovation ETF 周五则出售了价值 1.247 亿美元的特斯拉股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DocuSign stock jumped nearly 6% in morning trading<blockquote>DocuSign 股价早盘上涨近 6%</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\">\nDocuSign stock jumped nearly 6% in morning trading<blockquote>DocuSign 股价早盘上涨近 6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 23:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>DocuSign stock jumped nearly 6% in morning trading&nbsp;as&nbsp;Cathie Wood's ARK exchange-traded funds bought $107.2 million shares of DocuSign on Friday.</p><p><blockquote>DocuSign 股价在早盘交易中上涨近 6%，Cathie Wood 的 ARK 交易所交易基金周五购买了价值 1.072 亿美元的 DocuSign 股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1c19636cdf5cb65e600884484408e891\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Cathie Wood's ARK snapped up DocuSign amid 42% nosedive.</p><p><blockquote>Cathie Wood 的 ARK 以 42% 的暴跌抢购了 DocuSign。</blockquote></p><p> Cathie Wood's ARK exchange-traded funds snapped up shares of DocuSign during the 42% nosedive for the online-signature company, according to the firm's disclosures. Led by the&nbsp;ARK Innovation ETF(ARKK), the funds bought $107.2 million shares of DocuSign, while the Innovation ETF sold $124.7 million worth of Tesla&nbsp;shares on Friday.</p><p><blockquote>根据 Cathie Wood 的披露，在在线签名公司 DocuSign 暴跌 42% 期间，该公司的 ARK 交易所交易基金抢购了该公司的股票。在 ARK Innovation ETF (ARKK) 的带领下，这些基金购买了价值 1.072 亿美元的 DocuSign 股票，而 Innovation ETF 周五则出售了价值 1.247 亿美元的特斯拉股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149885054","content_text":"DocuSign stock jumped nearly 6% in morning trading as Cathie Wood's ARK exchange-traded funds bought $107.2 million shares of DocuSign on Friday.\n\nCathie Wood's ARK snapped up DocuSign amid 42% nosedive.\nCathie Wood's ARK exchange-traded funds snapped up shares of DocuSign during the 42% nosedive for the online-signature company, according to the firm's disclosures. Led by the ARK Innovation ETF(ARKK), the funds bought $107.2 million shares of DocuSign, while the Innovation ETF sold $124.7 million worth of Tesla shares on Friday.","news_type":1,"symbols_score_info":{"DOCU":0.9}},"isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606911968,"gmtCreate":1638807814097,"gmtModify":1638807814097,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606911968","repostId":"1189410190","repostType":4,"repost":{"id":"1189410190","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638804387,"share":"https://www.laohunote.com/m/news/1189410190?lang=zh_CN&edition=full","pubTime":"2021-12-06 23:26","market":"us","language":"en","title":"Stocks linked to the reopening of the economy gained on Monday<blockquote>与经济重新开放相关的股票周一上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189410190","media":"Tiger Newspress","summary":"Stocks linked to the reopening of the economy gained on Monday.Airlines,Cruise lines and travel book","content":"<p>Stocks linked to the reopening of the economy gained on Monday.Airlines,Cruise lines&nbsp;and&nbsp;travel booking stocks&nbsp;jumped&nbsp;in morning trading.</p><p><blockquote>与经济重新开放相关的股票周一上涨.航空公司、邮轮公司和旅游预订股在早盘交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/651aa4b1311ccf3c19aeb54b31cfa75d\" tg-width=\"410\" tg-height=\"485\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/f544513dbaea07f8bfb6ef95f4787209\" tg-width=\"416\" tg-height=\"188\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/f38b5565430c470461254d0b06da3752\" tg-width=\"405\" tg-height=\"178\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks linked to the reopening of the economy gained on Monday<blockquote>与经济重新开放相关的股票周一上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks linked to the reopening of the economy gained on Monday<blockquote>与经济重新开放相关的股票周一上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks linked to the reopening of the economy gained on Monday.Airlines,Cruise lines&nbsp;and&nbsp;travel booking stocks&nbsp;jumped&nbsp;in morning trading.</p><p><blockquote>与经济重新开放相关的股票周一上涨.航空公司、邮轮公司和旅游预订股在早盘交易中上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/651aa4b1311ccf3c19aeb54b31cfa75d\" tg-width=\"410\" tg-height=\"485\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/f544513dbaea07f8bfb6ef95f4787209\" tg-width=\"416\" tg-height=\"188\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/f38b5565430c470461254d0b06da3752\" tg-width=\"405\" tg-height=\"178\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","NCLH":"挪威邮轮","ALK":"阿拉斯加航空集团有限公司","RCL":"皇家加勒比邮轮","JBLU":"捷蓝航空","SAVE":"Spirit Airlines","ABNB":"爱彼迎","DAL":"达美航空","EXPE":"Expedia","BKNG":"Booking Holdings","UAL":"联合大陆航空","CCL":"嘉年华邮轮","AAL":"美国航空","LUV":"西南航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189410190","content_text":"Stocks linked to the reopening of the economy gained on Monday.Airlines,Cruise lines and travel booking stocks jumped in morning trading.","news_type":1,"symbols_score_info":{"AAL":0.9,"UAL":0.9,"EXPE":0.9,"NCLH":0.9,"BA":0.9,"JBLU":0.9,"ALK":0.9,"CCL":0.9,"SAVE":0.9,"LUV":0.9,"DAL":0.9,"ABNB":0.9,"RCL":0.9,"BKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":4231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877271947,"gmtCreate":1637939064649,"gmtModify":1637939066278,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877271947","repostId":"1135717003","repostType":4,"repost":{"id":"1135717003","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637937679,"share":"https://www.laohunote.com/m/news/1135717003?lang=zh_CN&edition=full","pubTime":"2021-11-26 22:41","market":"us","language":"en","title":"Peloton, Wayfair, and Chewy are rallying as COVID anxiety ratchets up again<blockquote>随着新冠焦虑再次加剧，Peloton、Wayfair 和 Chewy 正在反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135717003","media":"Tiger Newspress","summary":"Global stock markets are in retreat after a new strain of COVID-19 is detected in South Africa.\nThev","content":"<p>Global stock markets are in retreat after a new strain of COVID-19 is detected in South Africa.</p><p><blockquote>在南非发现一种新的 COVID-19 毒株后，全球股市出现回落。</blockquote></p><p> Thevariantcarries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations. South African scientists have already detected 30 mutations to the spike protein, which play a big role in how the virus enters the body. The biggest concern is whether the virus could lead to more serious illness or decrease the effectiveness of vaccines and treatments.</p><p><blockquote>该变体携带异常大量的与抗体抗性增加相关的突变，并且与以前的化身“明显非常不同”。南非科学家已经检测到刺突蛋白的30个突变，刺突蛋白在病毒如何进入人体中起着很大的作用。最大的担忧是该病毒是否会导致更严重的疾病或降低疫苗和治疗的有效性。</blockquote></p><p> While travel and leisure stocks are selling off in early trading, some pandemic favorites are bucking the trend.</p><p><blockquote>虽然旅游和休闲股票在早盘交易中遭到抛售，但一些疫情最受欢迎的股票却逆势而上。</blockquote></p><p> Peloton Interactive&nbsp;is&nbsp;up 3.1%. Wayfair&nbsp;is showing a&nbsp;3.15% gain. Chewy&nbsp;is&nbsp;2% higher.</p><p><blockquote>Peloton Interactive 上涨 3.1%。Wayfair 上涨了 3.15%。耐嚼高2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad5b013ea6f789b200eafed9ea448eb0\" tg-width=\"884\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton, Wayfair, and Chewy are rallying as COVID anxiety ratchets up again<blockquote>随着新冠焦虑再次加剧，Peloton、Wayfair 和 Chewy 正在反弹</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\">\nPeloton, Wayfair, and Chewy are rallying as COVID anxiety ratchets up again<blockquote>随着新冠焦虑再次加剧，Peloton、Wayfair 和 Chewy 正在反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-26 22:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Global stock markets are in retreat after a new strain of COVID-19 is detected in South Africa.</p><p><blockquote>在南非发现一种新的 COVID-19 毒株后，全球股市出现回落。</blockquote></p><p> Thevariantcarries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations. South African scientists have already detected 30 mutations to the spike protein, which play a big role in how the virus enters the body. The biggest concern is whether the virus could lead to more serious illness or decrease the effectiveness of vaccines and treatments.</p><p><blockquote>该变体携带异常大量的与抗体抗性增加相关的突变，并且与以前的化身“明显非常不同”。南非科学家已经检测到刺突蛋白的30个突变，刺突蛋白在病毒如何进入人体中起着很大的作用。最大的担忧是该病毒是否会导致更严重的疾病或降低疫苗和治疗的有效性。</blockquote></p><p> While travel and leisure stocks are selling off in early trading, some pandemic favorites are bucking the trend.</p><p><blockquote>虽然旅游和休闲股票在早盘交易中遭到抛售，但一些疫情最受欢迎的股票却逆势而上。</blockquote></p><p> Peloton Interactive&nbsp;is&nbsp;up 3.1%. Wayfair&nbsp;is showing a&nbsp;3.15% gain. Chewy&nbsp;is&nbsp;2% higher.</p><p><blockquote>Peloton Interactive 上涨 3.1%。Wayfair 上涨了 3.15%。耐嚼高2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad5b013ea6f789b200eafed9ea448eb0\" tg-width=\"884\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","DASH":"DoorDash, Inc.","W":"Wayfair","PTON":"Peloton Interactive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135717003","content_text":"Global stock markets are in retreat after a new strain of COVID-19 is detected in South Africa.\nThevariantcarries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations. South African scientists have already detected 30 mutations to the spike protein, which play a big role in how the virus enters the body. The biggest concern is whether the virus could lead to more serious illness or decrease the effectiveness of vaccines and treatments.\nWhile travel and leisure stocks are selling off in early trading, some pandemic favorites are bucking the trend.\nPeloton Interactive is up 3.1%. Wayfair is showing a 3.15% gain. Chewy is 2% higher.","news_type":1,"symbols_score_info":{"DASH":0.9,"ETSY":0.9,"W":0.9,"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":3599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872528829,"gmtCreate":1637549744065,"gmtModify":1637549744119,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872528829","repostId":"1128151304","repostType":4,"repost":{"id":"1128151304","kind":"news","pubTimestamp":1637543070,"share":"https://www.laohunote.com/m/news/1128151304?lang=zh_CN&edition=full","pubTime":"2021-11-22 09:04","market":"us","language":"en","title":"Monster Beverage exploring deal with Constellation Brands<blockquote>Monster Beverage 探索与 Constellation Brands 达成交易</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128151304","media":"Reuters","summary":"Energy drinks maker Monster Beverage Corp(MNST.O)is exploring a combination with international bever","content":"<p>Energy drinks maker Monster Beverage Corp(MNST.O)is exploring a combination with international beverage alcohol company Constellation Brands Inc(STZ.N), Bloomberg Newsreportedon Sunday quoting people familiar with the matter.</p><p><blockquote>彭博新闻社周日援引知情人士的话报道称，能量饮料制造商 Monster Beverage Corp (MNST.O) 正在探索与国际饮料酒精公司 Constellation Brands Inc (STZ.N) 合并。</blockquote></p><p> Monster Beverage has discussed a potential deal with advisers, the report added, citing people who requested not to be identified.</p><p><blockquote>报道援引不愿透露姓名的人士的话说，Monster Beverage 已与顾问讨论了潜在的交易。</blockquote></p><p> The exact structure of a potential tie-up could not be immediately learned and it was unclear if discussions will lead to a full merger or asset deal, the Bloomberg News report said.</p><p><blockquote>彭博新闻社报道称，潜在合作的确切结构无法立即得知，也不清楚讨论是否会导致全面合并或资产交易。</blockquote></p><p> Monster Beverage did not immediately respond to a Reuters request for comment. Constellation Brands told Reuters it does not respond to rumors or speculation.</p><p><blockquote>Monster Beverage没有立即回应路透社的置评请求。星座品牌告诉路透社，它不回应谣言或猜测。</blockquote></p><p> As of Friday, the market capitalization of Monster Beverage was $47.3 billion while the market capitalization of Constellation Brands was $44.2 billion.</p><p><blockquote>截至周五，Monster Beverage 的市值为 473 亿美元，而 Constellation Brands 的市值为 442 亿美元。</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>Monster Beverage exploring deal with Constellation Brands<blockquote>Monster Beverage 探索与 Constellation Brands 达成交易</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\">\nMonster Beverage exploring deal with Constellation Brands<blockquote>Monster Beverage 探索与 Constellation Brands 达成交易</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-22 09:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Energy drinks maker Monster Beverage Corp(MNST.O)is exploring a combination with international beverage alcohol company Constellation Brands Inc(STZ.N), Bloomberg Newsreportedon Sunday quoting people familiar with the matter.</p><p><blockquote>彭博新闻社周日援引知情人士的话报道称，能量饮料制造商 Monster Beverage Corp (MNST.O) 正在探索与国际饮料酒精公司 Constellation Brands Inc (STZ.N) 合并。</blockquote></p><p> Monster Beverage has discussed a potential deal with advisers, the report added, citing people who requested not to be identified.</p><p><blockquote>报道援引不愿透露姓名的人士的话说，Monster Beverage 已与顾问讨论了潜在的交易。</blockquote></p><p> The exact structure of a potential tie-up could not be immediately learned and it was unclear if discussions will lead to a full merger or asset deal, the Bloomberg News report said.</p><p><blockquote>彭博新闻社报道称，潜在合作的确切结构无法立即得知，也不清楚讨论是否会导致全面合并或资产交易。</blockquote></p><p> Monster Beverage did not immediately respond to a Reuters request for comment. Constellation Brands told Reuters it does not respond to rumors or speculation.</p><p><blockquote>Monster Beverage没有立即回应路透社的置评请求。星座品牌告诉路透社，它不回应谣言或猜测。</blockquote></p><p> As of Friday, the market capitalization of Monster Beverage was $47.3 billion while the market capitalization of Constellation Brands was $44.2 billion.</p><p><blockquote>截至周五，Monster Beverage 的市值为 473 亿美元，而 Constellation Brands 的市值为 442 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/deals/monster-beverage-exploring-deal-with-constellation-brands-bloomberg-news-2021-11-22/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MNST":"怪物饮料"},"source_url":"https://www.reuters.com/markets/deals/monster-beverage-exploring-deal-with-constellation-brands-bloomberg-news-2021-11-22/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128151304","content_text":"Energy drinks maker Monster Beverage Corp(MNST.O)is exploring a combination with international beverage alcohol company Constellation Brands Inc(STZ.N), Bloomberg Newsreportedon Sunday quoting people familiar with the matter.\nMonster Beverage has discussed a potential deal with advisers, the report added, citing people who requested not to be identified.\nThe exact structure of a potential tie-up could not be immediately learned and it was unclear if discussions will lead to a full merger or asset deal, the Bloomberg News report said.\nMonster Beverage did not immediately respond to a Reuters request for comment. Constellation Brands told Reuters it does not respond to rumors or speculation.\nAs of Friday, the market capitalization of Monster Beverage was $47.3 billion while the market capitalization of Constellation Brands was $44.2 billion.","news_type":1,"symbols_score_info":{"MNST":0.9}},"isVote":1,"tweetType":1,"viewCount":4359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872528313,"gmtCreate":1637549703945,"gmtModify":1637549703945,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872528313","repostId":"1123336607","repostType":4,"repost":{"id":"1123336607","kind":"news","pubTimestamp":1637545981,"share":"https://www.laohunote.com/m/news/1123336607?lang=zh_CN&edition=full","pubTime":"2021-11-22 09:53","market":"us","language":"en","title":"Apple sparks a chip-car blaze<blockquote>苹果引发芯片汽车热潮</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123336607","media":"Seeking Alpha","summary":"Reports that Apple  has set a goal of producing a fully autonomous electric car by 2025 would have b","content":"<p>Reports that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> has set a goal of producing a fully autonomous electric car by 2025 would have been enough to set the tech sector and Wall Street on fire with speculation about what an \"iCar\" might look like. But, when those reports from last week said the key to Apple's car plans is a breakthrough semiconductor platform, that fire of speculation turned into an almost uncontrollable blaze.</p><p><blockquote>报告称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>设定了到 2025 年生产全自动电动汽车的目标，这足以引发科技行业和华尔街对“iCar”可能是什么样子的猜测。但是，当上周的报道称苹果汽车计划的关键是突破性的半导体平台时，猜测之火变成了几乎无法控制的大火。</blockquote></p><p> Apple (AAPL) as it historically does, is keeping its mouth shut about anything it might be doing on the car front. However, the potential for a new chip technology unlike any other in the auto sector illustrates the role that chip developers are playing in advancing changes in the auto industry. And recent comments from many bellwether chip company executives show how much automobiles are playing a role in their plans for new areas of diversification and growth.</p><p><blockquote>苹果 (AAPL) 一如既往地对其在汽车领域可能做的任何事情守口如瓶。然而，一种不同于汽车行业其他任何技术的新芯片技术的潜力说明了芯片开发商在推动汽车行业变革中发挥的作用。许多领先芯片公司高管最近的评论表明，汽车在他们新的多元化和增长领域的计划中发挥了多大的作用。</blockquote></p><p> <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> reported strong quarterly results on Nov. 17, and not surprisingly, the company's performance was largely driven by its gaming and data-center businesses. Revenue from automotive products was only $135 million, but that was an increase of 8% from a year ago. Nvidia (NVDA) also said that during the quarter, it lined up self-driving truck start-up Kodiak Robotics, British automaker Lotus, autonomous bus manufacturer QCraft, and EV startup WM Motor as customers to use Nvidia's Drive Orin platform for their next-generation vehicles.</p><p><blockquote><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>该公司于 11 月 17 日公布了强劲的季度业绩，毫不奇怪，该公司的业绩很大程度上是由其游戏和数据中心业务推动的。汽车产品收入仅为1.35亿美元，但比一年前增长了8%。英伟达 (NVDA) 还表示，本季度，它将自动驾驶卡车初创公司 Kodiak Robotics、英国汽车制造商 Lotus、自动驾驶巴士制造商 QCraft 和电动汽车初创公司威马汽车列为客户，将使用英伟达的 Drive Orin 平台用于其下一代车辆。</blockquote></p><p> In talking about Nvidia's (NVDA) results, Chief Executive Jensen Huang said that the automotive industry also provides an outlet for use of the company's Omniverse virtual technology platform.</p><p><blockquote>在谈到英伟达（NVDA）的业绩时，首席执行官黄仁勋表示，汽车行业也为使用该公司的Omniverse虚拟技术平台提供了一个出口。</blockquote></p><p> \"There are 100 million cars. We've heard that the new cars will all have -- will all be -- have the capability to have something like an Omniverse Avatar. And so there's 100 million cars to be $1,000 per car per year,\" Huang said.</p><p><blockquote>“有 1 亿辆汽车。我们听说所有新车都将——都将——有能力拥有类似 Omniverse Avatar 的东西。因此有 1 亿辆汽车每年每辆车 1,000 美元，”黄说。</blockquote></p><p> Of course, Nvidia (NVDA) isn't alone among chip companies with plans of building big automotive businesses.</p><p><blockquote>当然，英伟达（NVDA）并不是唯一一家计划建立大型汽车业务的芯片公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/QCOM\">Qualcomm </a> has made autos one its primary areas of focus, and on Nov. 3, it reported $270 million in fourth-quarter revenue from automotive sales, a 44% increase from a year ago. At that time, Chief Executive Cristiano Amon said Qualcomm (QCOM) was working with automakers to create \"a joint roadmap to build multi-tier, multi-generation, scalable and upgradable platforms for a long-term sustainable business.\"</p><p><blockquote><a href=\"https://laohu8.com/S/QCOM\">高通</a>已将汽车作为其主要关注领域之一，11 月 3 日，该公司公布第四季度汽车销售收入为 2.7 亿美元，同比增长 44%。当时，高通 (QCOM) 首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon) 表示，高通 (QCOM) 正在与汽车制造商合作，制定“联合路线图，为长期可持续业务构建多层、多代、可扩展和可升级的平台”。</blockquote></p><p> Qualcomm (QCOM) wasted little time putting some meat on those auto-plan bones when, on Nov. 17, the company announced a deal to provide its Snapdragon system-on-a-chip technology to BMW for the German automaker's next generation of autonomously driven cars. At its investor day meeting that same day, Qualcomm said such deals should help it boost its automotive-chip revenue from $1 billion this year, to $3.5 billion in 2026.</p><p><blockquote>11 月 17 日，高通 (QCOM) 宣布达成协议，向宝马提供骁龙片上系统技术，用于这家德国汽车制造商的下一代自动驾驶汽车，该公司很快就在这些汽车计划上添加了一些肉。在当天的投资者日会议上，高通表示，此类交易应有助于其汽车芯片收入从今年的 10 亿美元增加到 2026 年的 35 亿美元。</blockquote></p><p> \"This is just the beginning,\" Amon said of the BMW deal. \"It's an incredible opportunity to scale very fast in our auto pipeline.\"</p><p><blockquote>“这只是一个开始，”阿蒙在谈到宝马交易时说道。“这是一个在我们的汽车产品线中快速扩展的绝佳机会。”</blockquote></p><p> Other automakers are building closer ties with many large chipmakers. Last week, <a href=\"https://laohu8.com/S/GM\">General Motors </a> said it will work with Qualcomm and other chip companies on semiconductors for its cars, and Ford (NYSE:F) announced a new partnership with <a href=\"https://laohu8.com/S/GFS\">GlobalFoundries </a> centered around jointly developing chip technologies for Ford (F) vehicles.</p><p><blockquote>其他汽车制造商正在与许多大型芯片制造商建立更紧密的联系。上周，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>表示将与高通和其他芯片公司合作开发汽车半导体，福特（纽约证券交易所股票代码：F）宣布与<a href=\"https://laohu8.com/S/GFS\">全球代工厂</a>以联合开发福特（F）汽车的芯片技术为中心。</blockquote></p><p> Tom Caulfied, GlobalFoundries CEO, called the deal with Ford \"a key step forward in strengthening our cooperation and partnership with automakers to spur innovation, bring new features to market faster, and ensure long-term, supply-demand balance.\"</p><p><blockquote>GlobalFoundries 首席执行官 Tom Caulfied 称与福特的交易是“加强我们与汽车制造商的合作和伙伴关系的关键一步，以刺激创新、更快地将新功能推向市场并确保长期供需平衡。”</blockquote></p><p> At <a href=\"https://laohu8.com/S/INTC\">Intel </a>, the semiconductor giant's Mobileye self-driving car business reported its best-ever quarter in October, with sales of $326 million, or 39% higher than in the same period a year ago. On Intel's (INTC) earnings call, Chief Executive Pat Gelsinger said that with Mobileye, Intel will soon deliver driverless robo-taxi service in conjunction with rental car company Sixt SE. Gelsinger added that Intel (INTC) expects the market for \"automotive silicon\" will reach $115 billion by the end of the decade \"as AVs [autonomous vehicles] begin to move from the garage to the streets.\"</p><p><blockquote>在<a href=\"https://laohu8.com/S/INTC\">英特尔</a>这家半导体巨头的 Mobileye 自动驾驶汽车业务 10 月份公布了有史以来最好的季度业绩，销售额为 3.26 亿美元，比去年同期增长 39%。在英特尔 (INTC) 财报看涨期权上，首席执行官帕特·基辛格 (Pat Gelsinger) 表示，通过 Mobileye，英特尔很快将与租车公司 Sixt SE 合作提供无人驾驶机器人出租车服务。基辛格补充说，英特尔 (INTC) 预计“随着 AV（自动驾驶汽车）开始从车库走向街道”，到本十年末，“汽车硅”市场将达到 1150 亿美元。</blockquote></p><p> At the IAA Mobility Conference in September, Gelsinger said that the advancements in chip technology are turning the automobile into \"a computer with tires,\" and left no doubt about how close chip companies and carmakers will work together in the coming years.</p><p><blockquote>在 9 月份的 IAA Mobility 大会上，基辛格表示，芯片技术的进步正在将汽车变成“带轮胎的电脑”，并毫无疑问芯片公司和汽车制造商在未来几年将如何紧密地合作。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sparks a chip-car blaze<blockquote>苹果引发芯片汽车热潮</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sparks a chip-car blaze<blockquote>苹果引发芯片汽车热潮</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-22 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Reports that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> has set a goal of producing a fully autonomous electric car by 2025 would have been enough to set the tech sector and Wall Street on fire with speculation about what an \"iCar\" might look like. But, when those reports from last week said the key to Apple's car plans is a breakthrough semiconductor platform, that fire of speculation turned into an almost uncontrollable blaze.</p><p><blockquote>报告称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>设定了到 2025 年生产全自动电动汽车的目标，这足以引发科技行业和华尔街对“iCar”可能是什么样子的猜测。但是，当上周的报道称苹果汽车计划的关键是突破性的半导体平台时，猜测之火变成了几乎无法控制的大火。</blockquote></p><p> Apple (AAPL) as it historically does, is keeping its mouth shut about anything it might be doing on the car front. However, the potential for a new chip technology unlike any other in the auto sector illustrates the role that chip developers are playing in advancing changes in the auto industry. And recent comments from many bellwether chip company executives show how much automobiles are playing a role in their plans for new areas of diversification and growth.</p><p><blockquote>苹果 (AAPL) 一如既往地对其在汽车领域可能做的任何事情守口如瓶。然而，一种不同于汽车行业其他任何技术的新芯片技术的潜力说明了芯片开发商在推动汽车行业变革中发挥的作用。许多领先芯片公司高管最近的评论表明，汽车在他们新的多元化和增长领域的计划中发挥了多大的作用。</blockquote></p><p> <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> reported strong quarterly results on Nov. 17, and not surprisingly, the company's performance was largely driven by its gaming and data-center businesses. Revenue from automotive products was only $135 million, but that was an increase of 8% from a year ago. Nvidia (NVDA) also said that during the quarter, it lined up self-driving truck start-up Kodiak Robotics, British automaker Lotus, autonomous bus manufacturer QCraft, and EV startup WM Motor as customers to use Nvidia's Drive Orin platform for their next-generation vehicles.</p><p><blockquote><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>该公司于 11 月 17 日公布了强劲的季度业绩，毫不奇怪，该公司的业绩很大程度上是由其游戏和数据中心业务推动的。汽车产品收入仅为1.35亿美元，但比一年前增长了8%。英伟达 (NVDA) 还表示，本季度，它将自动驾驶卡车初创公司 Kodiak Robotics、英国汽车制造商 Lotus、自动驾驶巴士制造商 QCraft 和电动汽车初创公司威马汽车列为客户，将使用英伟达的 Drive Orin 平台用于其下一代车辆。</blockquote></p><p> In talking about Nvidia's (NVDA) results, Chief Executive Jensen Huang said that the automotive industry also provides an outlet for use of the company's Omniverse virtual technology platform.</p><p><blockquote>在谈到英伟达（NVDA）的业绩时，首席执行官黄仁勋表示，汽车行业也为使用该公司的Omniverse虚拟技术平台提供了一个出口。</blockquote></p><p> \"There are 100 million cars. We've heard that the new cars will all have -- will all be -- have the capability to have something like an Omniverse Avatar. And so there's 100 million cars to be $1,000 per car per year,\" Huang said.</p><p><blockquote>“有 1 亿辆汽车。我们听说所有新车都将——都将——有能力拥有类似 Omniverse Avatar 的东西。因此有 1 亿辆汽车每年每辆车 1,000 美元，”黄说。</blockquote></p><p> Of course, Nvidia (NVDA) isn't alone among chip companies with plans of building big automotive businesses.</p><p><blockquote>当然，英伟达（NVDA）并不是唯一一家计划建立大型汽车业务的芯片公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/QCOM\">Qualcomm </a> has made autos one its primary areas of focus, and on Nov. 3, it reported $270 million in fourth-quarter revenue from automotive sales, a 44% increase from a year ago. At that time, Chief Executive Cristiano Amon said Qualcomm (QCOM) was working with automakers to create \"a joint roadmap to build multi-tier, multi-generation, scalable and upgradable platforms for a long-term sustainable business.\"</p><p><blockquote><a href=\"https://laohu8.com/S/QCOM\">高通</a>已将汽车作为其主要关注领域之一，11 月 3 日，该公司公布第四季度汽车销售收入为 2.7 亿美元，同比增长 44%。当时，高通 (QCOM) 首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon) 表示，高通 (QCOM) 正在与汽车制造商合作，制定“联合路线图，为长期可持续业务构建多层、多代、可扩展和可升级的平台”。</blockquote></p><p> Qualcomm (QCOM) wasted little time putting some meat on those auto-plan bones when, on Nov. 17, the company announced a deal to provide its Snapdragon system-on-a-chip technology to BMW for the German automaker's next generation of autonomously driven cars. At its investor day meeting that same day, Qualcomm said such deals should help it boost its automotive-chip revenue from $1 billion this year, to $3.5 billion in 2026.</p><p><blockquote>11 月 17 日，高通 (QCOM) 宣布达成协议，向宝马提供骁龙片上系统技术，用于这家德国汽车制造商的下一代自动驾驶汽车，该公司很快就在这些汽车计划上添加了一些肉。在当天的投资者日会议上，高通表示，此类交易应有助于其汽车芯片收入从今年的 10 亿美元增加到 2026 年的 35 亿美元。</blockquote></p><p> \"This is just the beginning,\" Amon said of the BMW deal. \"It's an incredible opportunity to scale very fast in our auto pipeline.\"</p><p><blockquote>“这只是一个开始，”阿蒙在谈到宝马交易时说道。“这是一个在我们的汽车产品线中快速扩展的绝佳机会。”</blockquote></p><p> Other automakers are building closer ties with many large chipmakers. Last week, <a href=\"https://laohu8.com/S/GM\">General Motors </a> said it will work with Qualcomm and other chip companies on semiconductors for its cars, and Ford (NYSE:F) announced a new partnership with <a href=\"https://laohu8.com/S/GFS\">GlobalFoundries </a> centered around jointly developing chip technologies for Ford (F) vehicles.</p><p><blockquote>其他汽车制造商正在与许多大型芯片制造商建立更紧密的联系。上周，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>表示将与高通和其他芯片公司合作开发汽车半导体，福特（纽约证券交易所股票代码：F）宣布与<a href=\"https://laohu8.com/S/GFS\">全球代工厂</a>以联合开发福特（F）汽车的芯片技术为中心。</blockquote></p><p> Tom Caulfied, GlobalFoundries CEO, called the deal with Ford \"a key step forward in strengthening our cooperation and partnership with automakers to spur innovation, bring new features to market faster, and ensure long-term, supply-demand balance.\"</p><p><blockquote>GlobalFoundries 首席执行官 Tom Caulfied 称与福特的交易是“加强我们与汽车制造商的合作和伙伴关系的关键一步，以刺激创新、更快地将新功能推向市场并确保长期供需平衡。”</blockquote></p><p> At <a href=\"https://laohu8.com/S/INTC\">Intel </a>, the semiconductor giant's Mobileye self-driving car business reported its best-ever quarter in October, with sales of $326 million, or 39% higher than in the same period a year ago. On Intel's (INTC) earnings call, Chief Executive Pat Gelsinger said that with Mobileye, Intel will soon deliver driverless robo-taxi service in conjunction with rental car company Sixt SE. Gelsinger added that Intel (INTC) expects the market for \"automotive silicon\" will reach $115 billion by the end of the decade \"as AVs [autonomous vehicles] begin to move from the garage to the streets.\"</p><p><blockquote>在<a href=\"https://laohu8.com/S/INTC\">英特尔</a>这家半导体巨头的 Mobileye 自动驾驶汽车业务 10 月份公布了有史以来最好的季度业绩，销售额为 3.26 亿美元，比去年同期增长 39%。在英特尔 (INTC) 财报看涨期权上，首席执行官帕特·基辛格 (Pat Gelsinger) 表示，通过 Mobileye，英特尔很快将与租车公司 Sixt SE 合作提供无人驾驶机器人出租车服务。基辛格补充说，英特尔 (INTC) 预计“随着 AV（自动驾驶汽车）开始从车库走向街道”，到本十年末，“汽车硅”市场将达到 1150 亿美元。</blockquote></p><p> At the IAA Mobility Conference in September, Gelsinger said that the advancements in chip technology are turning the automobile into \"a computer with tires,\" and left no doubt about how close chip companies and carmakers will work together in the coming years.</p><p><blockquote>在 9 月份的 IAA Mobility 大会上，基辛格表示，芯片技术的进步正在将汽车变成“带轮胎的电脑”，并毫无疑问芯片公司和汽车制造商在未来几年将如何紧密地合作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3773012-for-chipmakers-ties-with-automakers-are-driving-bold-business-hopes\">Seeking Alpha</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":{"INTC":"英特尔","AAPL":"苹果","GFS":"GLOBALFOUNDRIES Inc.","GM":"通用汽车","F":"福特汽车","QCOM":"高通","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/3773012-for-chipmakers-ties-with-automakers-are-driving-bold-business-hopes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123336607","content_text":"Reports that Apple  has set a goal of producing a fully autonomous electric car by 2025 would have been enough to set the tech sector and Wall Street on fire with speculation about what an \"iCar\" might look like. But, when those reports from last week said the key to Apple's car plans is a breakthrough semiconductor platform, that fire of speculation turned into an almost uncontrollable blaze.\nApple (AAPL) as it historically does, is keeping its mouth shut about anything it might be doing on the car front. However, the potential for a new chip technology unlike any other in the auto sector illustrates the role that chip developers are playing in advancing changes in the auto industry. And recent comments from many bellwether chip company executives show how much automobiles are playing a role in their plans for new areas of diversification and growth.\nNvidia  reported strong quarterly results on Nov. 17, and not surprisingly, the company's performance was largely driven by its gaming and data-center businesses. Revenue from automotive products was only $135 million, but that was an increase of 8% from a year ago. Nvidia (NVDA) also said that during the quarter, it lined up self-driving truck start-up Kodiak Robotics, British automaker Lotus, autonomous bus manufacturer QCraft, and EV startup WM Motor as customers to use Nvidia's Drive Orin platform for their next-generation vehicles.\nIn talking about Nvidia's (NVDA) results, Chief Executive Jensen Huang said that the automotive industry also provides an outlet for use of the company's Omniverse virtual technology platform.\n\"There are 100 million cars. We've heard that the new cars will all have -- will all be -- have the capability to have something like an Omniverse Avatar. And so there's 100 million cars to be $1,000 per car per year,\" Huang said.\nOf course, Nvidia (NVDA) isn't alone among chip companies with plans of building big automotive businesses.\nQualcomm  has made autos one its primary areas of focus, and on Nov. 3, it reported $270 million in fourth-quarter revenue from automotive sales, a 44% increase from a year ago. At that time, Chief Executive Cristiano Amon said Qualcomm (QCOM) was working with automakers to create \"a joint roadmap to build multi-tier, multi-generation, scalable and upgradable platforms for a long-term sustainable business.\"\nQualcomm (QCOM) wasted little time putting some meat on those auto-plan bones when, on Nov. 17, the company announced a deal to provide its Snapdragon system-on-a-chip technology to BMW for the German automaker's next generation of autonomously driven cars. At its investor day meeting that same day, Qualcomm said such deals should help it boost its automotive-chip revenue from $1 billion this year, to $3.5 billion in 2026.\n\"This is just the beginning,\" Amon said of the BMW deal. \"It's an incredible opportunity to scale very fast in our auto pipeline.\"\nOther automakers are building closer ties with many large chipmakers. Last week, General Motors  said it will work with Qualcomm and other chip companies on semiconductors for its cars, and Ford (NYSE:F) announced a new partnership with GlobalFoundries  centered around jointly developing chip technologies for Ford (F) vehicles.\nTom Caulfied, GlobalFoundries CEO, called the deal with Ford \"a key step forward in strengthening our cooperation and partnership with automakers to spur innovation, bring new features to market faster, and ensure long-term, supply-demand balance.\"\nAt Intel , the semiconductor giant's Mobileye self-driving car business reported its best-ever quarter in October, with sales of $326 million, or 39% higher than in the same period a year ago. On Intel's (INTC) earnings call, Chief Executive Pat Gelsinger said that with Mobileye, Intel will soon deliver driverless robo-taxi service in conjunction with rental car company Sixt SE. Gelsinger added that Intel (INTC) expects the market for \"automotive silicon\" will reach $115 billion by the end of the decade \"as AVs [autonomous vehicles] begin to move from the garage to the streets.\"\nAt the IAA Mobility Conference in September, Gelsinger said that the advancements in chip technology are turning the automobile into \"a computer with tires,\" and left no doubt about how close chip companies and carmakers will work together in the coming years.","news_type":1,"symbols_score_info":{"GM":0.9,"QCOM":0.9,"INTC":0.9,"AAPL":0.9,"NVDA":0.9,"F":0.9,"GFS":0.9}},"isVote":1,"tweetType":1,"viewCount":3433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870551490,"gmtCreate":1636637482531,"gmtModify":1636637482654,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870551490","repostId":"1171270648","repostType":4,"isVote":1,"tweetType":1,"viewCount":3145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843496890,"gmtCreate":1635847492528,"gmtModify":1635847492528,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843496890","repostId":"2180020937","repostType":4,"repost":{"id":"2180020937","kind":"news","pubTimestamp":1635846331,"share":"https://www.laohunote.com/m/news/2180020937?lang=zh_CN&edition=full","pubTime":"2021-11-02 17:45","market":"us","language":"en","title":"Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2180020937","media":"MoneyWise","summary":"Inflation is high. You might as well profit from it.High inflation rates in the country have become a serious concern on Wall Street.But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.In a 1981 letter to Berkshire shareholders, Buffett highlighted tw","content":"<p>Inflation is high. You might as well profit from it.</p><p><blockquote>通货膨胀很高。你还不如从中获利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/143c38befb27f09743294aafaffbe94a\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> High inflation rates in the country have become a serious concern on Wall Street.</p><p><blockquote>该国的高通胀率已成为华尔街的一个严重担忧。</blockquote></p><p> But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.</p><p><blockquote>但对于普通投资者来说幸运的是，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在应对这种环境方面拥有丰富的经验。</blockquote></p><p> Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.</p><p><blockquote>巴菲特在 20 世纪 70 年代两位数通货膨胀率时期管理着股票投资组合，并且对于消费者价格飙升时应该持有什么有很多建议。</blockquote></p><p> In a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.</p><p><blockquote>在 1981 年写给伯克希尔股东的一封信中，巴菲特强调了使企业能够很好地适应通货膨胀环境的两个特征：1）轻松提高价格的能力，以及 2）承接更多业务的能力，而不必花太多钱才能做到这一点。</blockquote></p><p> In other words, aim to invest in asset-light businesses with pricing power.</p><p><blockquote>换句话说，目标是投资具有定价权的轻资产业务。</blockquote></p><p> Let’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.</p><p><blockquote>让我们快速了解一下符合这一描述的三家公司。其中一个（或全部）可能值得用你的闲钱购买。</blockquote></p><p> <b>Nike (NKE)</b></p><p><blockquote><b>耐克（NKE）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a24fd7cb9b4e01313c7bb848af6da9d\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>TY Lim/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>泰·林/Shutterstock</span></p></blockquote></p><p> Nike is a global footwear powerhouse that commands high customer loyalty.</p><p><blockquote>耐克是全球鞋类巨头，拥有很高的客户忠诚度。</blockquote></p><p> Customers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.</p><p><blockquote>顾客愿意为勒布朗·詹姆斯和迈克尔·乔丹等知名运动员的标志性装备支付高价。</blockquote></p><p> Despite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.</p><p><blockquote>尽管面临通胀压力，耐克仍继续扩大毛利率，并实现了远高于 30% 的稳健股本回报率。</blockquote></p><p> The company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.</p><p><blockquote>该公司还在日益数字化、直接面向消费者的商业模式中捕捉其产品的全部价格。</blockquote></p><p> Management believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.</p><p><blockquote>管理层认为，到2025年，数字销售可能会继续从目前占收入的20%增长到约40%。价格上涨最早可能在明年开始。</blockquote></p><p> Amazingly, profit margins may keep expanding, even as operating costs rise with inflation.</p><p><blockquote>令人惊讶的是，即使运营成本随着通货膨胀而上升，利润率也可能继续扩大。</blockquote></p><p> Nike shares are up about 19% so far in 2021.</p><p><blockquote>2021 年迄今为止，耐克股价上涨了约 19%。</blockquote></p><p> <b>Apple (AAPL)</b></p><p><blockquote><b>苹果（AAPL）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22460a66469a2da0380edd32d454c84\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Vytautas Kielaitis/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>维陶塔斯·基莱蒂斯/Shutterstock</span></p></blockquote></p><p> Global demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.</p><p><blockquote>全球对苹果高价硬件的需求正在增长，其高利润苹果服务的采用率也在增长。</blockquote></p><p> Strong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.</p><p><blockquote>强大的品牌形象、用户友好性和各种完全集成的产品都是不会很快消失的强大属性。</blockquote></p><p> Customers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.</p><p><blockquote>顾客根本无法生活在苹果生态系统之外。随着通胀飙升，这家科技巨头在定价方面有了更大的自由度。</blockquote></p><p> The company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.</p><p><blockquote>该公司最新的 M1 芯片将逐步取代英特尔在每台 Mac 中的 CPU，这凸显了其不断创新的承诺。</blockquote></p><p> Apple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.</p><p><blockquote>不可否认，苹果有能力将不断上涨的成本转嫁给全球消费者群体，而不会造成销量的重大损失。</blockquote></p><p> Warren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.</p><p><blockquote>巴菲特允许苹果在伯克希尔-哈撒韦公司投资组合中的份额增长到 40%，这是有充分理由的： 该公司在所有经济周期中都能保持利润增长。</blockquote></p><p> Apple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.</p><p><blockquote>苹果今年迄今已上涨约 13%，交易价格接近每股 150 美元。但是，如果你对加入目前的水平持观望态度，有些应用程序可能会因为你注册而免费分享苹果。</blockquote></p><p> <b>Levi Strauss &amp; Co. (LEVI)</b></p><p><blockquote><b>李维斯公司（列维）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71b31165e275a966ad050139a054c73a\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>dean bertoncelj/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>迪恩·贝尔通塞尔J/Shutterstock</span></p></blockquote></p><p> A market leader in the denim business, Levi Strauss has been firing on all cylinders of late.</p><p><blockquote>作为牛仔布行业的市场领导者，李维斯最近一直在全力以赴。</blockquote></p><p> Specifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.</p><p><blockquote>具体来说，其知名品牌和灵活的商业模式使管理层能够在不牺牲定价权的情况下增长营收。</blockquote></p><p> In the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.</p><p><blockquote>最近一个季度，收入增长了 41%，调整后毛利率提高了 390 个基点，达到 57.5%。</blockquote></p><p> In fact, management proactively started adjusting its pricing for inflation back in 2020.</p><p><blockquote>事实上，管理层早在2020年就开始根据通货膨胀主动调整定价。</blockquote></p><p> The company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.</p><p><blockquote>该公司还从24个不同的国家采购原材料。这种供应链多元化为李维斯在危机时期提供了足够的灵活性。</blockquote></p><p> Levi shares are up more than 30% in 2021.</p><p><blockquote>Levi 股价在 2021 年上涨超过 30%。</blockquote></p><p> <b>The ultimate 'forever asset'?</b></p><p><blockquote><b>终极“永恒资产”？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d520eb27cdf18f25a787cd9145eb1b\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>MNStudio/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>MNStudio/Shutterstock</span></p></blockquote></p><p> Warren Buffett once said that his favorite holding period is forever.</p><p><blockquote>沃伦·巴菲特曾经说过，他最喜欢的持有期是永远。</blockquote></p><p> But forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.</p><p><blockquote>但永远是一段很长的时间，由于公司会兴衰，通过从不出售股票来增加财富可能不是最佳策略。</blockquote></p><p> But there might be one inflation safe haven that's worth holding forever — U.S. farmland.</p><p><blockquote>但可能有一个值得永远持有的通胀避风港——美国农田。</blockquote></p><p></p><p> No matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.</p><p><blockquote>无论消费价格上涨多高或多快，人们仍然需要吃饭。而巴菲特的好朋友比尔-盖茨恰好是美国最大的私人农田所有者。</blockquote></p><p> These days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.</p><p><blockquote>如今，新的平台允许你通过入股你选择的农场来投资美国农田。</blockquote></p><p> You’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.</p><p><blockquote>您将从租赁费和农作物销售中获得现金收入。当然，除此之外，您还将从任何长期升值中受益。</blockquote></p><p> <i>This article provides information only and should not be construed as advice. It is provided without warranty of any kind.</i></p><p><blockquote><i>本文仅提供信息，不应被解释为建议。它不提供任何形式的担保。</i></blockquote></p><p></p>","source":"lsy1621813427262","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>Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MoneyWise</strong><span class=\"h-time small\">2021-11-02 17:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Inflation is high. You might as well profit from it.</p><p><blockquote>通货膨胀很高。你还不如从中获利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/143c38befb27f09743294aafaffbe94a\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> High inflation rates in the country have become a serious concern on Wall Street.</p><p><blockquote>该国的高通胀率已成为华尔街的一个严重担忧。</blockquote></p><p> But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.</p><p><blockquote>但对于普通投资者来说幸运的是，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在应对这种环境方面拥有丰富的经验。</blockquote></p><p> Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.</p><p><blockquote>巴菲特在 20 世纪 70 年代两位数通货膨胀率时期管理着股票投资组合，并且对于消费者价格飙升时应该持有什么有很多建议。</blockquote></p><p> In a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.</p><p><blockquote>在 1981 年写给伯克希尔股东的一封信中，巴菲特强调了使企业能够很好地适应通货膨胀环境的两个特征：1）轻松提高价格的能力，以及 2）承接更多业务的能力，而不必花太多钱才能做到这一点。</blockquote></p><p> In other words, aim to invest in asset-light businesses with pricing power.</p><p><blockquote>换句话说，目标是投资具有定价权的轻资产业务。</blockquote></p><p> Let’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.</p><p><blockquote>让我们快速了解一下符合这一描述的三家公司。其中一个（或全部）可能值得用你的闲钱购买。</blockquote></p><p> <b>Nike (NKE)</b></p><p><blockquote><b>耐克（NKE）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a24fd7cb9b4e01313c7bb848af6da9d\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>TY Lim/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>泰·林/Shutterstock</span></p></blockquote></p><p> Nike is a global footwear powerhouse that commands high customer loyalty.</p><p><blockquote>耐克是全球鞋类巨头，拥有很高的客户忠诚度。</blockquote></p><p> Customers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.</p><p><blockquote>顾客愿意为勒布朗·詹姆斯和迈克尔·乔丹等知名运动员的标志性装备支付高价。</blockquote></p><p> Despite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.</p><p><blockquote>尽管面临通胀压力，耐克仍继续扩大毛利率，并实现了远高于 30% 的稳健股本回报率。</blockquote></p><p> The company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.</p><p><blockquote>该公司还在日益数字化、直接面向消费者的商业模式中捕捉其产品的全部价格。</blockquote></p><p> Management believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.</p><p><blockquote>管理层认为，到2025年，数字销售可能会继续从目前占收入的20%增长到约40%。价格上涨最早可能在明年开始。</blockquote></p><p> Amazingly, profit margins may keep expanding, even as operating costs rise with inflation.</p><p><blockquote>令人惊讶的是，即使运营成本随着通货膨胀而上升，利润率也可能继续扩大。</blockquote></p><p> Nike shares are up about 19% so far in 2021.</p><p><blockquote>2021 年迄今为止，耐克股价上涨了约 19%。</blockquote></p><p> <b>Apple (AAPL)</b></p><p><blockquote><b>苹果（AAPL）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22460a66469a2da0380edd32d454c84\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Vytautas Kielaitis/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>维陶塔斯·基莱蒂斯/Shutterstock</span></p></blockquote></p><p> Global demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.</p><p><blockquote>全球对苹果高价硬件的需求正在增长，其高利润苹果服务的采用率也在增长。</blockquote></p><p> Strong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.</p><p><blockquote>强大的品牌形象、用户友好性和各种完全集成的产品都是不会很快消失的强大属性。</blockquote></p><p> Customers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.</p><p><blockquote>顾客根本无法生活在苹果生态系统之外。随着通胀飙升，这家科技巨头在定价方面有了更大的自由度。</blockquote></p><p> The company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.</p><p><blockquote>该公司最新的 M1 芯片将逐步取代英特尔在每台 Mac 中的 CPU，这凸显了其不断创新的承诺。</blockquote></p><p> Apple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.</p><p><blockquote>不可否认，苹果有能力将不断上涨的成本转嫁给全球消费者群体，而不会造成销量的重大损失。</blockquote></p><p> Warren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.</p><p><blockquote>巴菲特允许苹果在伯克希尔-哈撒韦公司投资组合中的份额增长到 40%，这是有充分理由的： 该公司在所有经济周期中都能保持利润增长。</blockquote></p><p> Apple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.</p><p><blockquote>苹果今年迄今已上涨约 13%，交易价格接近每股 150 美元。但是，如果你对加入目前的水平持观望态度，有些应用程序可能会因为你注册而免费分享苹果。</blockquote></p><p> <b>Levi Strauss &amp; Co. (LEVI)</b></p><p><blockquote><b>李维斯公司（列维）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71b31165e275a966ad050139a054c73a\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>dean bertoncelj/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>迪恩·贝尔通塞尔J/Shutterstock</span></p></blockquote></p><p> A market leader in the denim business, Levi Strauss has been firing on all cylinders of late.</p><p><blockquote>作为牛仔布行业的市场领导者，李维斯最近一直在全力以赴。</blockquote></p><p> Specifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.</p><p><blockquote>具体来说，其知名品牌和灵活的商业模式使管理层能够在不牺牲定价权的情况下增长营收。</blockquote></p><p> In the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.</p><p><blockquote>最近一个季度，收入增长了 41%，调整后毛利率提高了 390 个基点，达到 57.5%。</blockquote></p><p> In fact, management proactively started adjusting its pricing for inflation back in 2020.</p><p><blockquote>事实上，管理层早在2020年就开始根据通货膨胀主动调整定价。</blockquote></p><p> The company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.</p><p><blockquote>该公司还从24个不同的国家采购原材料。这种供应链多元化为李维斯在危机时期提供了足够的灵活性。</blockquote></p><p> Levi shares are up more than 30% in 2021.</p><p><blockquote>Levi 股价在 2021 年上涨超过 30%。</blockquote></p><p> <b>The ultimate 'forever asset'?</b></p><p><blockquote><b>终极“永恒资产”？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d520eb27cdf18f25a787cd9145eb1b\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>MNStudio/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>MNStudio/Shutterstock</span></p></blockquote></p><p> Warren Buffett once said that his favorite holding period is forever.</p><p><blockquote>沃伦·巴菲特曾经说过，他最喜欢的持有期是永远。</blockquote></p><p> But forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.</p><p><blockquote>但永远是一段很长的时间，由于公司会兴衰，通过从不出售股票来增加财富可能不是最佳策略。</blockquote></p><p> But there might be one inflation safe haven that's worth holding forever — U.S. farmland.</p><p><blockquote>但可能有一个值得永远持有的通胀避风港——美国农田。</blockquote></p><p></p><p> No matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.</p><p><blockquote>无论消费价格上涨多高或多快，人们仍然需要吃饭。而巴菲特的好朋友比尔-盖茨恰好是美国最大的私人农田所有者。</blockquote></p><p> These days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.</p><p><blockquote>如今，新的平台允许你通过入股你选择的农场来投资美国农田。</blockquote></p><p> You’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.</p><p><blockquote>您将从租赁费和农作物销售中获得现金收入。当然，除此之外，您还将从任何长期升值中受益。</blockquote></p><p> <i>This article provides information only and should not be construed as advice. It is provided without warranty of any kind.</i></p><p><blockquote><i>本文仅提供信息，不应被解释为建议。它不提供任何形式的担保。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://moneywise.com/investing/stocks/warren-buffett-inflation-stocks\">MoneyWise</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":{"BRK.A":"伯克希尔","LEVI":"李维斯","AAPL":"苹果","BRK.B":"伯克希尔B","INTC":"英特尔","NKE":"耐克"},"source_url":"https://moneywise.com/investing/stocks/warren-buffett-inflation-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180020937","content_text":"Inflation is high. You might as well profit from it.\n\nHigh inflation rates in the country have become a serious concern on Wall Street.\nBut fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.\nBuffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.\nIn a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.\nIn other words, aim to invest in asset-light businesses with pricing power.\nLet’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.\nNike (NKE)\nTY Lim/Shutterstock\nNike is a global footwear powerhouse that commands high customer loyalty.\nCustomers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.\nDespite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.\nThe company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.\nManagement believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.\nAmazingly, profit margins may keep expanding, even as operating costs rise with inflation.\nNike shares are up about 19% so far in 2021.\nApple (AAPL)\nVytautas Kielaitis/Shutterstock\nGlobal demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.\nStrong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.\nCustomers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.\nThe company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.\nApple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.\nWarren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.\nApple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.\nLevi Strauss & Co. (LEVI)\ndean bertoncelj/Shutterstock\nA market leader in the denim business, Levi Strauss has been firing on all cylinders of late.\nSpecifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.\nIn the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.\nIn fact, management proactively started adjusting its pricing for inflation back in 2020.\nThe company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.\nLevi shares are up more than 30% in 2021.\nThe ultimate 'forever asset'?\nMNStudio/Shutterstock\nWarren Buffett once said that his favorite holding period is forever.\nBut forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.\nBut there might be one inflation safe haven that's worth holding forever — U.S. farmland.\nNo matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.\nThese days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.\nYou’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.\nThis article provides information only and should not be construed as advice. It is provided without warranty of any kind.","news_type":1,"symbols_score_info":{"INTC":0.9,"BRK.B":0.9,"AAPL":0.9,"NKE":0.9,"LEVI":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":4841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849604115,"gmtCreate":1635748180887,"gmtModify":1635748180887,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849604115","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohunote.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</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\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Yahoo Finance</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":{"APO":"阿波罗全球管理","PFE":"辉瑞","EL":"雅诗兰黛","CRSR":"Corsair Gaming, Inc.","RL":"拉夫劳伦",".IXIC":"NASDAQ Composite","UBER":"优步","CLX":"高乐氏","COP":"康菲石油",".SPX":"S&P 500 Index","BLMN":"Bloomin' Brands",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{".DJI":0.9,"ATVI":0.9,"COP":0.9,"APO":0.9,"RL":0.9,"UBER":0.9,".IXIC":0.9,"PFE":0.9,"CLX":0.9,"EL":0.9,".SPX":0.9,"BLMN":0.9,"CRSR":0.9}},"isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849605958,"gmtCreate":1635748083433,"gmtModify":1635748083433,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849605958","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohunote.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</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\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Yahoo Finance</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":{"APO":"阿波罗全球管理","PFE":"辉瑞","EL":"雅诗兰黛","CRSR":"Corsair Gaming, Inc.","RL":"拉夫劳伦",".IXIC":"NASDAQ Composite","UBER":"优步","CLX":"高乐氏","COP":"康菲石油",".SPX":"S&P 500 Index","BLMN":"Bloomin' Brands",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{".DJI":0.9,"ATVI":0.9,"COP":0.9,"APO":0.9,"RL":0.9,"UBER":0.9,".IXIC":0.9,"PFE":0.9,"CLX":0.9,"EL":0.9,".SPX":0.9,"BLMN":0.9,"CRSR":0.9}},"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840248193,"gmtCreate":1635653244106,"gmtModify":1635653244106,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840248193","repostId":"1104228860","repostType":4,"isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854605683,"gmtCreate":1635437818894,"gmtModify":1635437819044,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854605683","repostId":"1114797395","repostType":4,"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855253930,"gmtCreate":1635379436451,"gmtModify":1635379436451,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855253930","repostId":"1150366645","repostType":4,"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852658978,"gmtCreate":1635264040071,"gmtModify":1635264040184,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852658978","repostId":"1185664659","repostType":4,"repost":{"id":"1185664659","kind":"news","pubTimestamp":1635261068,"share":"https://www.laohunote.com/m/news/1185664659?lang=zh_CN&edition=full","pubTime":"2021-10-26 23:11","market":"us","language":"en","title":"IKEA buys former Topshop flagship store in central London for $520 mln<blockquote>宜家以 5.2 亿美元收购伦敦市中心前 Topshop 旗舰店</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185664659","media":"Reuters","summary":"IKEA, the world's biggest furniture brand, has agreed to buy the iconic former flagship store of Bri","content":"<p>IKEA, the world's biggest furniture brand, has agreed to buy the iconic former flagship store of British fashion chain Topshop in central London from the administrators of bankrupt owner Arcadia Group, part of its push to open inner-city outlets.</p><p><blockquote>全球最大的家具品牌宜家已同意从破产所有者阿卡迪亚集团的管理人员手中收购英国时尚连锁店 Topshop 位于伦敦市中心的标志性前旗舰店，这是宜家推动在市中心开设商店的一部分。</blockquote></p><p> Krister Mattsson, head of the investment arm of Ingka Group which owns most IKEA stores, told Reuters that three floors of the seven-storey building on Oxford Street, which it is buying for £378 million ($520 million), would be turned into an IKEA store due to open in the summer or autumn of 2023.</p><p><blockquote>拥有大多数宜家商场的 Ingka 集团投资部门负责人克里斯特·马特森 (Krister Mattsson) 告诉路透社，该公司以 3.78 亿英镑（5.2 亿美元）收购的牛津街七层大楼的三层将被改造成宜家商场将于 2023 年夏季或秋季开业。</blockquote></p><p> \"This is a very good fit into our strategy. This is a meeting place - it's one of the best spots for visitation in Europe, with amazing numbers of people passing by every week,\" Mattsson, managing director of Ingka Investment, said in an interview.</p><p><blockquote>Ingka Investment 董事总经理 Mattsson 表示：“这非常符合我们的战略。这是一个会议场所——它是欧洲最好的参观地点之一，每周都有惊人的人数经过。”接受采访时表示。</blockquote></p><p> IKEA has tweaked its strategy in recent years towards adding inner-city store formats besides its giant out-of-town warehouse stores to reflect changing shopping behaviour.</p><p><blockquote>近年来，宜家调整了策略，除了其巨大的城外仓库商店外，还增加了市中心的商店形式，以反映不断变化的购物行为。</blockquote></p><p> It opened its first inner-city full-range store in Paris in 2019. Its first centrally located store in London is due to open in the coming months, in the borough of Hammersmith.</p><p><blockquote>它于2019年在巴黎开设了第一家市中心全系列商店。它在伦敦的第一家市中心商店将于未来几个月在哈默史密斯区开业。</blockquote></p><p> \"The investment supports the transformation of Ingka Group’s retail business, bringing IKEA closer to customers,\" Ingka Investments said in a statement.</p><p><blockquote>“Ingka Investments 在一份声明中说：”这项投资支持了 Ingka 集团零售业务的转型，使宜家更贴近顾客。</blockquote></p><p> Mattsson said the Oxford Street store would be IKEA's biggest inner-city format store to date.</p><p><blockquote>马特森表示，牛津街商店将是宜家迄今为止最大的市中心商店。</blockquote></p><p> Ingka Investments and IKEA's shopping malls arm Ingka Centres are scouting for suitable centrally located properties across major cities in Europe and North America. Milano, Rome and Berlin are high on the agenda for Ingka Investments, Mattsson said.</p><p><blockquote>Ingka Investments和宜家的购物中心部门Ingka Centres正在欧洲和北美的主要城市寻找合适的市中心物业。Mattsson说，米兰、罗马和柏林是Ingka投资的重要议程。</blockquote></p><p> He said there had been several bidders for the Oxford Street property. Overall in the segment where IKEA is looking to buy, interest from both institutional investor and other retailers was increasing alongside consumers' return to stores, he said.</p><p><blockquote>他说牛津街的房产有几个竞标者。他表示，总体而言，在宜家寻求收购的领域，随着消费者重返商店，机构投资者和其他零售商的兴趣也在增加。</blockquote></p><p> ($1 = 0.7272 pounds)</p><p><blockquote>（1美元=0.7272英镑）</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>IKEA buys former Topshop flagship store in central London for $520 mln<blockquote>宜家以 5.2 亿美元收购伦敦市中心前 Topshop 旗舰店</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\">\nIKEA buys former Topshop flagship store in central London for $520 mln<blockquote>宜家以 5.2 亿美元收购伦敦市中心前 Topshop 旗舰店</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-26 23:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>IKEA, the world's biggest furniture brand, has agreed to buy the iconic former flagship store of British fashion chain Topshop in central London from the administrators of bankrupt owner Arcadia Group, part of its push to open inner-city outlets.</p><p><blockquote>全球最大的家具品牌宜家已同意从破产所有者阿卡迪亚集团的管理人员手中收购英国时尚连锁店 Topshop 位于伦敦市中心的标志性前旗舰店，这是宜家推动在市中心开设商店的一部分。</blockquote></p><p> Krister Mattsson, head of the investment arm of Ingka Group which owns most IKEA stores, told Reuters that three floors of the seven-storey building on Oxford Street, which it is buying for £378 million ($520 million), would be turned into an IKEA store due to open in the summer or autumn of 2023.</p><p><blockquote>拥有大多数宜家商场的 Ingka 集团投资部门负责人克里斯特·马特森 (Krister Mattsson) 告诉路透社，该公司以 3.78 亿英镑（5.2 亿美元）收购的牛津街七层大楼的三层将被改造成宜家商场将于 2023 年夏季或秋季开业。</blockquote></p><p> \"This is a very good fit into our strategy. This is a meeting place - it's one of the best spots for visitation in Europe, with amazing numbers of people passing by every week,\" Mattsson, managing director of Ingka Investment, said in an interview.</p><p><blockquote>Ingka Investment 董事总经理 Mattsson 表示：“这非常符合我们的战略。这是一个会议场所——它是欧洲最好的参观地点之一，每周都有惊人的人数经过。”接受采访时表示。</blockquote></p><p> IKEA has tweaked its strategy in recent years towards adding inner-city store formats besides its giant out-of-town warehouse stores to reflect changing shopping behaviour.</p><p><blockquote>近年来，宜家调整了策略，除了其巨大的城外仓库商店外，还增加了市中心的商店形式，以反映不断变化的购物行为。</blockquote></p><p> It opened its first inner-city full-range store in Paris in 2019. Its first centrally located store in London is due to open in the coming months, in the borough of Hammersmith.</p><p><blockquote>它于2019年在巴黎开设了第一家市中心全系列商店。它在伦敦的第一家市中心商店将于未来几个月在哈默史密斯区开业。</blockquote></p><p> \"The investment supports the transformation of Ingka Group’s retail business, bringing IKEA closer to customers,\" Ingka Investments said in a statement.</p><p><blockquote>“Ingka Investments 在一份声明中说：”这项投资支持了 Ingka 集团零售业务的转型，使宜家更贴近顾客。</blockquote></p><p> Mattsson said the Oxford Street store would be IKEA's biggest inner-city format store to date.</p><p><blockquote>马特森表示，牛津街商店将是宜家迄今为止最大的市中心商店。</blockquote></p><p> Ingka Investments and IKEA's shopping malls arm Ingka Centres are scouting for suitable centrally located properties across major cities in Europe and North America. Milano, Rome and Berlin are high on the agenda for Ingka Investments, Mattsson said.</p><p><blockquote>Ingka Investments和宜家的购物中心部门Ingka Centres正在欧洲和北美的主要城市寻找合适的市中心物业。Mattsson说，米兰、罗马和柏林是Ingka投资的重要议程。</blockquote></p><p> He said there had been several bidders for the Oxford Street property. Overall in the segment where IKEA is looking to buy, interest from both institutional investor and other retailers was increasing alongside consumers' return to stores, he said.</p><p><blockquote>他说牛津街的房产有几个竞标者。他表示，总体而言，在宜家寻求收购的领域，随着消费者重返商店，机构投资者和其他零售商的兴趣也在增加。</blockquote></p><p> ($1 = 0.7272 pounds)</p><p><blockquote>（1美元=0.7272英镑）</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/ikea-buys-former-topshop-store-londons-oxford-circus-378-mln-2021-10-26/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/business/ikea-buys-former-topshop-store-londons-oxford-circus-378-mln-2021-10-26/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185664659","content_text":"IKEA, the world's biggest furniture brand, has agreed to buy the iconic former flagship store of British fashion chain Topshop in central London from the administrators of bankrupt owner Arcadia Group, part of its push to open inner-city outlets.\nKrister Mattsson, head of the investment arm of Ingka Group which owns most IKEA stores, told Reuters that three floors of the seven-storey building on Oxford Street, which it is buying for £378 million ($520 million), would be turned into an IKEA store due to open in the summer or autumn of 2023.\n\"This is a very good fit into our strategy. This is a meeting place - it's one of the best spots for visitation in Europe, with amazing numbers of people passing by every week,\" Mattsson, managing director of Ingka Investment, said in an interview.\nIKEA has tweaked its strategy in recent years towards adding inner-city store formats besides its giant out-of-town warehouse stores to reflect changing shopping behaviour.\nIt opened its first inner-city full-range store in Paris in 2019. Its first centrally located store in London is due to open in the coming months, in the borough of Hammersmith.\n\"The investment supports the transformation of Ingka Group’s retail business, bringing IKEA closer to customers,\" Ingka Investments said in a statement.\nMattsson said the Oxford Street store would be IKEA's biggest inner-city format store to date.\nIngka Investments and IKEA's shopping malls arm Ingka Centres are scouting for suitable centrally located properties across major cities in Europe and North America. Milano, Rome and Berlin are high on the agenda for Ingka Investments, Mattsson said.\nHe said there had been several bidders for the Oxford Street property. Overall in the segment where IKEA is looking to buy, interest from both institutional investor and other retailers was increasing alongside consumers' return to stores, he said.\n($1 = 0.7272 pounds)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858327571,"gmtCreate":1634988556344,"gmtModify":1634988556453,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858327571","repostId":"2177121214","repostType":4,"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828189236,"gmtCreate":1633865067729,"gmtModify":1633865067729,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828189236","repostId":"1115058296","repostType":4,"repost":{"id":"1115058296","kind":"news","pubTimestamp":1633787569,"share":"https://www.laohunote.com/m/news/1115058296?lang=zh_CN&edition=full","pubTime":"2021-10-09 21:52","market":"us","language":"en","title":"3 Surefire Stocks to Buy If There's a Stock Market Crash<blockquote>如果股市崩盘，值得购买的 3 只必备股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115058296","media":"Motley Fool","summary":"Most folks won't be thrilled to hear this, but a stock market crash or double-digit correction might","content":"<p>Most folks won't be thrilled to hear this, but a stock market crash or double-digit correction might be on the way.</p><p><blockquote>大多数人听到这个消息不会感到兴奋，但股市崩盘或两位数调整可能即将到来。</blockquote></p><p> To be crystal clear, no one can predict with any long-term accuracy precisely when a crash or correction will occur, how steep the decline will be, how long it'll last, or in many instances what'll precipitate the move lower in the broader market. But one thing is clear: Crashes and correction are a normal part of the investing cycle and the price of admission to the greatest wealth creator on the planet.</p><p><blockquote>需要明确的是，没有人能够长期准确地预测崩盘或调整何时会发生、下跌会有多严重、会持续多久，或者在许多情况下会导致大盘下跌。但有一点是明确的：崩盘和调整是投资周期的正常组成部分，也是加入地球上最伟大财富创造者的代价。</blockquote></p><p> History isn't the market's friend in the near term</p><p><blockquote>短期内历史不是市场的朋友</blockquote></p><p> At the moment, there are&nbsp;no shortage of tail&nbsp;winds&nbsp;for a stock market crash. In particular, history doesn't look to be the friend of the benchmark&nbsp;<b>S&amp;P 500</b>&nbsp;(SNPINDEX:^GSPC)over the short term.</p><p><blockquote>目前，股市崩盘并不缺乏顺风。特别是，历史看起来并不是基准的朋友<b>标普500</b>(SNPINDEX:^GSPC)短期内。</blockquote></p><p> For instance, the widely followed S&amp;P 500 has behaved similarly following each of its previous eight bear-market bottoms, dating back to 1960. Within three years of bouncing back from its trough, the S&amp;P 500 has always had one or two instances where it's declined by at least 10%. Rallying from a bear-market bottom is a bumpy process that takes time. With the broad-based index doubling in value in less than 17 months, there's a good chance we're long overdue for some \"bumps.\"</p><p><blockquote>例如，广受关注的标普500在自 1960 年以来的前八次熊市底部之后都表现得类似。在从低谷反弹的三年内，标普500总是有一两次至少下跌10%。从熊市底部反弹是一个坎坷的过程，需要时间。随着基础广泛的指数在不到 17 个月的时间里翻了一番，我们很可能早就应该出现一些“上涨”了。</blockquote></p><p> History is&nbsp;no fan of extended valuations, either. As of the close of business on Monday, Oct. 4, the S&amp;P 500's Shiller price-to-earnings ratio was north of 37. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. While access to information over the internet has helped expand P/E multiples since the mid-1990s, history is quite clear that bad things happen when the S&amp;P 500's Shiller P/E crosses above 30. In the previous four instances this has happened, the broad-based index shed at least 20% of its value.</p><p><blockquote>历史也不喜欢延长估值。截至 10 月 4 日星期一收盘，标准普尔 500 指数的席勒市盈率高于 37。席勒市盈率考虑了过去 10 年经通货膨胀调整后的收益。虽然自20世纪90年代中期以来，通过互联网获取信息有助于扩大市盈率，但历史非常清楚，当标准普尔500的席勒市盈率超过30时，坏事就会发生。在之前的四个例子中，基础广泛的指数损失了至少20%的价值。</blockquote></p><p> Even the history behind margin-debt usage is worrisome. Although it's perfectly normal for nominal margin debt outstanding to increase over time, it's&nbsp;not normal&nbsp;for margin-debt usage to skyrocket higher in a short time frame. There have been three instances since 1995 where margin-debt usage jumped by at least 60% in a given year. Two of these instances were directly before the dot-com bubble burst and the financial crisis began. The third instance is in 2021.</p><p><blockquote>甚至保证金债务使用背后的历史也令人担忧。尽管名义未偿保证金债务随着时间的推移而增加是完全正常的，但保证金债务的使用量在短时间内飙升是不正常的。自 1995 年以来，已有三次保证金债务的使用量在某一年跃升了至少 60%。其中两个例子发生在互联网泡沫破裂和金融危机爆发之前。第三次是在2021年。</blockquote></p><p> The table would appear to be a set for sizable but healthy pullback in the S&amp;P 500.</p><p><blockquote>这张桌子似乎是标普500大幅但健康回调的一套。</blockquote></p><p> A crash or steep correction is the perfect time to buy these surefire stocks</p><p><blockquote>崩盘或大幅调整是购买这些稳健股票的最佳时机</blockquote></p><p> While big moves lower in the market are known to cause investor anxiety, they're also the perfect opportunity to pounce. You see, whereas history isn't the market's friend in the short run, it's unquestionably thegreatest ally of investors over the long term.</p><p><blockquote>虽然众所周知，市场大幅下跌会引起投资者焦虑，但它们也是抢购的绝佳机会。你看，虽然历史在短期内不是市场的朋友，但从长远来看，它无疑是投资者最大的盟友。</blockquote></p><p> For example, there's never been a rolling 20-year period over the past century when an S&amp;P 500 tracking index wouldn't have generated a positive annualized total return for investors. A crash or correction is simply an opportunity to buy great companies at a discount.</p><p><blockquote>例如，在过去的一个世纪里，标普500跟踪指数从来没有一个滚动的 20 年期间不会为投资者产生正的年化总回报。崩盘或调整只是一个以折扣价收购伟大公司的机会。</blockquote></p><p> Should this recent sell-off manifest into a crash or correction, the following three surefire stocks can be confidently bought hand over fist.</p><p><blockquote>如果最近的抛售表现为崩盘或回调，以下三只 surefire 股票可以放心地买入。</blockquote></p><p> Berkshire Hathaway</p><p><blockquote>伯克希尔哈撒韦公司</blockquote></p><p> Few stocks have&nbsp;generated more surefire returns&nbsp;for long-term investors than Warren Buffett's conglomerate&nbsp;<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B). Since taking over as CEO in 1965, Buffett has overseen an average annual return of the company's Class A shares (BRK.A) of 20%. In aggregate, and taking into account the year-to-date return of Berkshire Hathaway, Buffett has created around $600 billion in shareholder value and produced a roughly 3,300,000% return in 56 years.</p><p><blockquote>很少有股票能比沃伦·巴菲特的企业集团为长期投资者带来更可靠的回报<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）。自 1965 年接任首席执行官以来，巴菲特监督该公司 A 类股票 (BRK.A) 的平均年回报率为 20%。总体而言，考虑到伯克希尔哈撒韦公司今年迄今为止的回报，巴菲特在 56 年内创造了约 6000 亿美元的股东价值，并产生了约 3,300,000% 的回报率。</blockquote></p><p> Though there is&nbsp;a laundry list of reasons for Buffett's success, his leanings toward cyclical businesses plays a big role. Even though the Oracle of Omaha is well aware that economic contractions and recessions are inevitable, he understands that periods of expansion tend to last substantially longer. Thus, he's packed Berkshire Hathaway's investment portfolio with bank stocks, tech stocks, and consumer staples companies that'll thrive during an expanding economy.</p><p><blockquote>尽管巴菲特成功的原因有很多，但他对周期性业务的倾向发挥了重要作用。尽管奥马哈先知很清楚经济收缩和衰退是不可避免的，但他明白扩张期往往会持续更长的时间。因此，他将伯克希尔哈撒韦公司的投资组合纳入了银行股、科技股和必需消费品公司，这些公司将在经济扩张期间蓬勃发展。</blockquote></p><p> Another reason Berkshire Hathaway has delivered such incredible returns is Buffett's focus on&nbsp;dividend stocks. While Berkshire doesn't pay a dividend, it's on pace to collect more than $5 billion in dividend income in 2021. That's nearly a 5% yield, relative to the cost basis of Berkshire's holdings. Since dividend stocks are almost always profitable and time-tested, they fit the bill of what Buffett is looking for in a long-term holding.</p><p><blockquote>伯克希尔哈撒韦公司带来如此令人难以置信的回报的另一个原因是巴菲特对股息股票的关注。虽然伯克希尔不支付股息，但它有望在 2021 年获得超过 50 亿美元的股息收入。相对于伯克希尔持股的成本基础，收益率接近 5%。由于股息股票几乎总是有利可图且经过时间考验，因此它们符合巴菲特长期持有的要求。</blockquote></p><p> Long story short, riding Buffett's coattails has often been a smart move.</p><p><blockquote>长话短说，追随巴菲特的脚步往往是明智之举。</blockquote></p><p> Salesforce</p><p><blockquote>销售力量</blockquote></p><p></p><p> Another surefire stock that's continuously delivered for its shareholders and would be perfect to buy during a stock market crash is&nbsp;<b>Salesforce.com</b>(NYSE:CRM), which provides software solutions for cloud-based customer relationship management (CRM).</p><p><blockquote>另一只持续为股东提供且非常适合在股市崩盘期间购买的 surefire 股票是<b>销售力量网站</b>（纽约证券交易所股票代码：CRM），提供基于云的客户关系管理（CRM）软件解决方案。</blockquote></p><p> For those of you unfamiliar with CRM, it's used by consumer-facing businesses to enhance customer relationships and boost sales. It can be used to handle service or product issues, oversee online marketing campaigns, and run predictive sales analyses of an existing client base. What's particularly noteworthy about CRM software is that it's finding its way into nontraditional sectors, such as finance and healthcare.</p><p><blockquote>对于那些不熟悉CRM的人来说，它被面向消费者的企业用来加强客户关系和促进销售。它可用于处理服务或产品问题，监督在线营销活动，以及对现有客户群进行预测销售分析。CRM软件特别值得注意的是，它正在进入非传统领域，如金融和医疗保健。</blockquote></p><p> Cloud-based CRM software offers double-digit growth potential through at least mid-decade, and Salesforce&nbsp;sits at the center of this rapidly growing trend. According to IDC, Salesforce controlled 19.5% of global CRM spending in 2020, which is over a full percentage point higher than the share&nbsp;<b>Oracle</b>,<b>SAP</b>,<b>Microsoft</b>, and&nbsp;<b>Adobe</b>&nbsp;possessed last year on a&nbsp;<i>combined</i>&nbsp;basis.&nbsp; A little stock market turbulence doesn't change demand for CRM software solutions or weaken Salesforce's commanding market share lead.</p><p><blockquote>基于云的CRM软件至少在十年中期提供两位数的增长潜力，而Salesforce处于这一快速增长趋势的中心。根据IDC的数据，2020年，Salesforce控制了全球CRM支出的19.5%，比市场份额高出整整一个百分点<b>甲骨文</b>,<b>树液</b>,<b>微软</b>，和<b>土坯</b>去年被附身在<i>联合的</i>基础。一点点股市动荡不会改变对 CRM 软件解决方案的需求，也不会削弱 Salesforce 的市场份额领先地位。</blockquote></p><p> What's more, CEO Marc Benioff&nbsp;has been an acquisition maven. The buyouts of MuleSoft, Tableau, and most recently Slack Technologies have added to the company's cloud-based ecosystem and should allow annual sales to more than double to $50 billion over the next five years. Any discount investors can get on shares of Salesforce should be viewed as a gift.</p><p><blockquote>更重要的是，首席执行官马克·贝尼奥夫一直是收购专家。对 MuleSoft、Tableau 以及最近的 Slack Technologies 的收购增加了该公司基于云的生态系统，并将在未来五年内使年销售额翻一番以上，达到 500 亿美元。投资者在 Salesforce 股票上获得的任何折扣都应该被视为一份礼物。</blockquote></p><p> Alphabet</p><p><blockquote>Alphabet</blockquote></p><p> A third&nbsp;surefire stock to buy if a stock market crash or correction arises&nbsp;is&nbsp;<b>Alphabet</b>(NASDAQ:GOOGL)(NASDAQ:GOOG), the parent company of internet search engine Google and streaming content provider YouTube.</p><p><blockquote>如果发生股市崩盘或调整，值得购买的第三只肯定股票是<b>Alphabet</b>（纳斯达克股票代码：GOOGL）（纳斯达克股票代码：GOOG），互联网搜索引擎谷歌和流媒体内容提供商 YouTube 的母公司。</blockquote></p><p> When it comes to global internet search, there's Google and everyone else. The thing is, \"everyone else\" barely moves the needle. According to GlobalStats, Google accounted for 92% of the worldwide search engine market in September. Looking back two years, it's much of the same, with Google holding a&nbsp;91% to 93% share of global internet search. As the clear go-to for advertisers, Alphabet's Google benefits immensely from long-winded periods of U.S. and global economic expansion.</p><p><blockquote>说到全球互联网搜索，有谷歌和其他所有人。问题是，“其他人”几乎没有移动针头。根据GlobalStats的数据，谷歌在9月份占据了全球搜索引擎市场的92%。回顾两年，情况大同小异，谷歌占据了全球互联网搜索91%到93%的份额。作为广告商的明确选择，Alphabet 旗下的谷歌从美国和全球经济扩张的漫长时期中受益匪浅。</blockquote></p><p> What might be even more exciting than Alphabet's veritable monopoly on internet search is the company's rapidly growing ancillary projects. Streaming service provider YouTube saw ad revenue surge 84% in the second quarter, with its annual sales run rate hitting $28 billion. YouTube has quickly become one of the most-visited social sites on the planet.</p><p><blockquote>可能比Alphabet在互联网搜索领域名副其实的垄断更令人兴奋的是该公司快速增长的辅助项目。流媒体服务提供商 YouTube 第二季度广告收入激增 84%，年销售额达到 280 亿美元。YouTube已经迅速成为这个星球上访问量最大的社交网站之一。</blockquote></p><p> Meanwhile, Google Cloud delivered 54% sales growth in the June-ended quarter and now sports an annual run rate over $18 billion in sales. Google Cloud is the third-biggest player in cloud infrastructure and should grow into a major source of operating cash flow for Alphabet over time. There's&nbsp;absolutely no reason&nbsp;for Alphabet not to be on your buy list if the market crashes or corrects.</p><p><blockquote>与此同时，谷歌云在截至 6 月份的季度销售额增长了 54%，目前年销售额超过 180 亿美元。谷歌云是云基础设施领域的第三大参与者，随着时间的推移，应该会发展成为Alphabet运营现金流的主要来源。如果市场崩溃或调整，Alphabet绝对没有理由不在你的购买清单上。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Surefire Stocks to Buy If There's a Stock Market Crash<blockquote>如果股市崩盘，值得购买的 3 只必备股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Surefire Stocks to Buy If There's a Stock Market Crash<blockquote>如果股市崩盘，值得购买的 3 只必备股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-09 21:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Most folks won't be thrilled to hear this, but a stock market crash or double-digit correction might be on the way.</p><p><blockquote>大多数人听到这个消息不会感到兴奋，但股市崩盘或两位数调整可能即将到来。</blockquote></p><p> To be crystal clear, no one can predict with any long-term accuracy precisely when a crash or correction will occur, how steep the decline will be, how long it'll last, or in many instances what'll precipitate the move lower in the broader market. But one thing is clear: Crashes and correction are a normal part of the investing cycle and the price of admission to the greatest wealth creator on the planet.</p><p><blockquote>需要明确的是，没有人能够长期准确地预测崩盘或调整何时会发生、下跌会有多严重、会持续多久，或者在许多情况下会导致大盘下跌。但有一点是明确的：崩盘和调整是投资周期的正常组成部分，也是加入地球上最伟大财富创造者的代价。</blockquote></p><p> History isn't the market's friend in the near term</p><p><blockquote>短期内历史不是市场的朋友</blockquote></p><p> At the moment, there are&nbsp;no shortage of tail&nbsp;winds&nbsp;for a stock market crash. In particular, history doesn't look to be the friend of the benchmark&nbsp;<b>S&amp;P 500</b>&nbsp;(SNPINDEX:^GSPC)over the short term.</p><p><blockquote>目前，股市崩盘并不缺乏顺风。特别是，历史看起来并不是基准的朋友<b>标普500</b>(SNPINDEX:^GSPC)短期内。</blockquote></p><p> For instance, the widely followed S&amp;P 500 has behaved similarly following each of its previous eight bear-market bottoms, dating back to 1960. Within three years of bouncing back from its trough, the S&amp;P 500 has always had one or two instances where it's declined by at least 10%. Rallying from a bear-market bottom is a bumpy process that takes time. With the broad-based index doubling in value in less than 17 months, there's a good chance we're long overdue for some \"bumps.\"</p><p><blockquote>例如，广受关注的标普500在自 1960 年以来的前八次熊市底部之后都表现得类似。在从低谷反弹的三年内，标普500总是有一两次至少下跌10%。从熊市底部反弹是一个坎坷的过程，需要时间。随着基础广泛的指数在不到 17 个月的时间里翻了一番，我们很可能早就应该出现一些“上涨”了。</blockquote></p><p> History is&nbsp;no fan of extended valuations, either. As of the close of business on Monday, Oct. 4, the S&amp;P 500's Shiller price-to-earnings ratio was north of 37. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. While access to information over the internet has helped expand P/E multiples since the mid-1990s, history is quite clear that bad things happen when the S&amp;P 500's Shiller P/E crosses above 30. In the previous four instances this has happened, the broad-based index shed at least 20% of its value.</p><p><blockquote>历史也不喜欢延长估值。截至 10 月 4 日星期一收盘，标准普尔 500 指数的席勒市盈率高于 37。席勒市盈率考虑了过去 10 年经通货膨胀调整后的收益。虽然自20世纪90年代中期以来，通过互联网获取信息有助于扩大市盈率，但历史非常清楚，当标准普尔500的席勒市盈率超过30时，坏事就会发生。在之前的四个例子中，基础广泛的指数损失了至少20%的价值。</blockquote></p><p> Even the history behind margin-debt usage is worrisome. Although it's perfectly normal for nominal margin debt outstanding to increase over time, it's&nbsp;not normal&nbsp;for margin-debt usage to skyrocket higher in a short time frame. There have been three instances since 1995 where margin-debt usage jumped by at least 60% in a given year. Two of these instances were directly before the dot-com bubble burst and the financial crisis began. The third instance is in 2021.</p><p><blockquote>甚至保证金债务使用背后的历史也令人担忧。尽管名义未偿保证金债务随着时间的推移而增加是完全正常的，但保证金债务的使用量在短时间内飙升是不正常的。自 1995 年以来，已有三次保证金债务的使用量在某一年跃升了至少 60%。其中两个例子发生在互联网泡沫破裂和金融危机爆发之前。第三次是在2021年。</blockquote></p><p> The table would appear to be a set for sizable but healthy pullback in the S&amp;P 500.</p><p><blockquote>这张桌子似乎是标普500大幅但健康回调的一套。</blockquote></p><p> A crash or steep correction is the perfect time to buy these surefire stocks</p><p><blockquote>崩盘或大幅调整是购买这些稳健股票的最佳时机</blockquote></p><p> While big moves lower in the market are known to cause investor anxiety, they're also the perfect opportunity to pounce. You see, whereas history isn't the market's friend in the short run, it's unquestionably thegreatest ally of investors over the long term.</p><p><blockquote>虽然众所周知，市场大幅下跌会引起投资者焦虑，但它们也是抢购的绝佳机会。你看，虽然历史在短期内不是市场的朋友，但从长远来看，它无疑是投资者最大的盟友。</blockquote></p><p> For example, there's never been a rolling 20-year period over the past century when an S&amp;P 500 tracking index wouldn't have generated a positive annualized total return for investors. A crash or correction is simply an opportunity to buy great companies at a discount.</p><p><blockquote>例如，在过去的一个世纪里，标普500跟踪指数从来没有一个滚动的 20 年期间不会为投资者产生正的年化总回报。崩盘或调整只是一个以折扣价收购伟大公司的机会。</blockquote></p><p> Should this recent sell-off manifest into a crash or correction, the following three surefire stocks can be confidently bought hand over fist.</p><p><blockquote>如果最近的抛售表现为崩盘或回调，以下三只 surefire 股票可以放心地买入。</blockquote></p><p> Berkshire Hathaway</p><p><blockquote>伯克希尔哈撒韦公司</blockquote></p><p> Few stocks have&nbsp;generated more surefire returns&nbsp;for long-term investors than Warren Buffett's conglomerate&nbsp;<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B). Since taking over as CEO in 1965, Buffett has overseen an average annual return of the company's Class A shares (BRK.A) of 20%. In aggregate, and taking into account the year-to-date return of Berkshire Hathaway, Buffett has created around $600 billion in shareholder value and produced a roughly 3,300,000% return in 56 years.</p><p><blockquote>很少有股票能比沃伦·巴菲特的企业集团为长期投资者带来更可靠的回报<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）。自 1965 年接任首席执行官以来，巴菲特监督该公司 A 类股票 (BRK.A) 的平均年回报率为 20%。总体而言，考虑到伯克希尔哈撒韦公司今年迄今为止的回报，巴菲特在 56 年内创造了约 6000 亿美元的股东价值，并产生了约 3,300,000% 的回报率。</blockquote></p><p> Though there is&nbsp;a laundry list of reasons for Buffett's success, his leanings toward cyclical businesses plays a big role. Even though the Oracle of Omaha is well aware that economic contractions and recessions are inevitable, he understands that periods of expansion tend to last substantially longer. Thus, he's packed Berkshire Hathaway's investment portfolio with bank stocks, tech stocks, and consumer staples companies that'll thrive during an expanding economy.</p><p><blockquote>尽管巴菲特成功的原因有很多，但他对周期性业务的倾向发挥了重要作用。尽管奥马哈先知很清楚经济收缩和衰退是不可避免的，但他明白扩张期往往会持续更长的时间。因此，他将伯克希尔哈撒韦公司的投资组合纳入了银行股、科技股和必需消费品公司，这些公司将在经济扩张期间蓬勃发展。</blockquote></p><p> Another reason Berkshire Hathaway has delivered such incredible returns is Buffett's focus on&nbsp;dividend stocks. While Berkshire doesn't pay a dividend, it's on pace to collect more than $5 billion in dividend income in 2021. That's nearly a 5% yield, relative to the cost basis of Berkshire's holdings. Since dividend stocks are almost always profitable and time-tested, they fit the bill of what Buffett is looking for in a long-term holding.</p><p><blockquote>伯克希尔哈撒韦公司带来如此令人难以置信的回报的另一个原因是巴菲特对股息股票的关注。虽然伯克希尔不支付股息，但它有望在 2021 年获得超过 50 亿美元的股息收入。相对于伯克希尔持股的成本基础，收益率接近 5%。由于股息股票几乎总是有利可图且经过时间考验，因此它们符合巴菲特长期持有的要求。</blockquote></p><p> Long story short, riding Buffett's coattails has often been a smart move.</p><p><blockquote>长话短说，追随巴菲特的脚步往往是明智之举。</blockquote></p><p> Salesforce</p><p><blockquote>销售力量</blockquote></p><p></p><p> Another surefire stock that's continuously delivered for its shareholders and would be perfect to buy during a stock market crash is&nbsp;<b>Salesforce.com</b>(NYSE:CRM), which provides software solutions for cloud-based customer relationship management (CRM).</p><p><blockquote>另一只持续为股东提供且非常适合在股市崩盘期间购买的 surefire 股票是<b>销售力量网站</b>（纽约证券交易所股票代码：CRM），提供基于云的客户关系管理（CRM）软件解决方案。</blockquote></p><p> For those of you unfamiliar with CRM, it's used by consumer-facing businesses to enhance customer relationships and boost sales. It can be used to handle service or product issues, oversee online marketing campaigns, and run predictive sales analyses of an existing client base. What's particularly noteworthy about CRM software is that it's finding its way into nontraditional sectors, such as finance and healthcare.</p><p><blockquote>对于那些不熟悉CRM的人来说，它被面向消费者的企业用来加强客户关系和促进销售。它可用于处理服务或产品问题，监督在线营销活动，以及对现有客户群进行预测销售分析。CRM软件特别值得注意的是，它正在进入非传统领域，如金融和医疗保健。</blockquote></p><p> Cloud-based CRM software offers double-digit growth potential through at least mid-decade, and Salesforce&nbsp;sits at the center of this rapidly growing trend. According to IDC, Salesforce controlled 19.5% of global CRM spending in 2020, which is over a full percentage point higher than the share&nbsp;<b>Oracle</b>,<b>SAP</b>,<b>Microsoft</b>, and&nbsp;<b>Adobe</b>&nbsp;possessed last year on a&nbsp;<i>combined</i>&nbsp;basis.&nbsp; A little stock market turbulence doesn't change demand for CRM software solutions or weaken Salesforce's commanding market share lead.</p><p><blockquote>基于云的CRM软件至少在十年中期提供两位数的增长潜力，而Salesforce处于这一快速增长趋势的中心。根据IDC的数据，2020年，Salesforce控制了全球CRM支出的19.5%，比市场份额高出整整一个百分点<b>甲骨文</b>,<b>树液</b>,<b>微软</b>，和<b>土坯</b>去年被附身在<i>联合的</i>基础。一点点股市动荡不会改变对 CRM 软件解决方案的需求，也不会削弱 Salesforce 的市场份额领先地位。</blockquote></p><p> What's more, CEO Marc Benioff&nbsp;has been an acquisition maven. The buyouts of MuleSoft, Tableau, and most recently Slack Technologies have added to the company's cloud-based ecosystem and should allow annual sales to more than double to $50 billion over the next five years. Any discount investors can get on shares of Salesforce should be viewed as a gift.</p><p><blockquote>更重要的是，首席执行官马克·贝尼奥夫一直是收购专家。对 MuleSoft、Tableau 以及最近的 Slack Technologies 的收购增加了该公司基于云的生态系统，并将在未来五年内使年销售额翻一番以上，达到 500 亿美元。投资者在 Salesforce 股票上获得的任何折扣都应该被视为一份礼物。</blockquote></p><p> Alphabet</p><p><blockquote>Alphabet</blockquote></p><p> A third&nbsp;surefire stock to buy if a stock market crash or correction arises&nbsp;is&nbsp;<b>Alphabet</b>(NASDAQ:GOOGL)(NASDAQ:GOOG), the parent company of internet search engine Google and streaming content provider YouTube.</p><p><blockquote>如果发生股市崩盘或调整，值得购买的第三只肯定股票是<b>Alphabet</b>（纳斯达克股票代码：GOOGL）（纳斯达克股票代码：GOOG），互联网搜索引擎谷歌和流媒体内容提供商 YouTube 的母公司。</blockquote></p><p> When it comes to global internet search, there's Google and everyone else. The thing is, \"everyone else\" barely moves the needle. According to GlobalStats, Google accounted for 92% of the worldwide search engine market in September. Looking back two years, it's much of the same, with Google holding a&nbsp;91% to 93% share of global internet search. As the clear go-to for advertisers, Alphabet's Google benefits immensely from long-winded periods of U.S. and global economic expansion.</p><p><blockquote>说到全球互联网搜索，有谷歌和其他所有人。问题是，“其他人”几乎没有移动针头。根据GlobalStats的数据，谷歌在9月份占据了全球搜索引擎市场的92%。回顾两年，情况大同小异，谷歌占据了全球互联网搜索91%到93%的份额。作为广告商的明确选择，Alphabet 旗下的谷歌从美国和全球经济扩张的漫长时期中受益匪浅。</blockquote></p><p> What might be even more exciting than Alphabet's veritable monopoly on internet search is the company's rapidly growing ancillary projects. Streaming service provider YouTube saw ad revenue surge 84% in the second quarter, with its annual sales run rate hitting $28 billion. YouTube has quickly become one of the most-visited social sites on the planet.</p><p><blockquote>可能比Alphabet在互联网搜索领域名副其实的垄断更令人兴奋的是该公司快速增长的辅助项目。流媒体服务提供商 YouTube 第二季度广告收入激增 84%，年销售额达到 280 亿美元。YouTube已经迅速成为这个星球上访问量最大的社交网站之一。</blockquote></p><p> Meanwhile, Google Cloud delivered 54% sales growth in the June-ended quarter and now sports an annual run rate over $18 billion in sales. Google Cloud is the third-biggest player in cloud infrastructure and should grow into a major source of operating cash flow for Alphabet over time. There's&nbsp;absolutely no reason&nbsp;for Alphabet not to be on your buy list if the market crashes or corrects.</p><p><blockquote>与此同时，谷歌云在截至 6 月份的季度销售额增长了 54%，目前年销售额超过 180 亿美元。谷歌云是云基础设施领域的第三大参与者，随着时间的推移，应该会发展成为Alphabet运营现金流的主要来源。如果市场崩溃或调整，Alphabet绝对没有理由不在你的购买清单上。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/09/3-surefire-stocks-to-buy-if-stock-market-crash/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","BRK.B":"伯克希尔B","GOOGL":"谷歌A","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/10/09/3-surefire-stocks-to-buy-if-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115058296","content_text":"Most folks won't be thrilled to hear this, but a stock market crash or double-digit correction might be on the way.\nTo be crystal clear, no one can predict with any long-term accuracy precisely when a crash or correction will occur, how steep the decline will be, how long it'll last, or in many instances what'll precipitate the move lower in the broader market. But one thing is clear: Crashes and correction are a normal part of the investing cycle and the price of admission to the greatest wealth creator on the planet.\nHistory isn't the market's friend in the near term\nAt the moment, there are no shortage of tail winds for a stock market crash. In particular, history doesn't look to be the friend of the benchmark S&P 500 (SNPINDEX:^GSPC)over the short term.\nFor instance, the widely followed S&P 500 has behaved similarly following each of its previous eight bear-market bottoms, dating back to 1960. Within three years of bouncing back from its trough, the S&P 500 has always had one or two instances where it's declined by at least 10%. Rallying from a bear-market bottom is a bumpy process that takes time. With the broad-based index doubling in value in less than 17 months, there's a good chance we're long overdue for some \"bumps.\"\nHistory is no fan of extended valuations, either. As of the close of business on Monday, Oct. 4, the S&P 500's Shiller price-to-earnings ratio was north of 37. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. While access to information over the internet has helped expand P/E multiples since the mid-1990s, history is quite clear that bad things happen when the S&P 500's Shiller P/E crosses above 30. In the previous four instances this has happened, the broad-based index shed at least 20% of its value.\nEven the history behind margin-debt usage is worrisome. Although it's perfectly normal for nominal margin debt outstanding to increase over time, it's not normal for margin-debt usage to skyrocket higher in a short time frame. There have been three instances since 1995 where margin-debt usage jumped by at least 60% in a given year. Two of these instances were directly before the dot-com bubble burst and the financial crisis began. The third instance is in 2021.\nThe table would appear to be a set for sizable but healthy pullback in the S&P 500.\nA crash or steep correction is the perfect time to buy these surefire stocks\nWhile big moves lower in the market are known to cause investor anxiety, they're also the perfect opportunity to pounce. You see, whereas history isn't the market's friend in the short run, it's unquestionably thegreatest ally of investors over the long term.\nFor example, there's never been a rolling 20-year period over the past century when an S&P 500 tracking index wouldn't have generated a positive annualized total return for investors. A crash or correction is simply an opportunity to buy great companies at a discount.\nShould this recent sell-off manifest into a crash or correction, the following three surefire stocks can be confidently bought hand over fist.\nBerkshire Hathaway\nFew stocks have generated more surefire returns for long-term investors than Warren Buffett's conglomerate Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B). Since taking over as CEO in 1965, Buffett has overseen an average annual return of the company's Class A shares (BRK.A) of 20%. In aggregate, and taking into account the year-to-date return of Berkshire Hathaway, Buffett has created around $600 billion in shareholder value and produced a roughly 3,300,000% return in 56 years.\nThough there is a laundry list of reasons for Buffett's success, his leanings toward cyclical businesses plays a big role. Even though the Oracle of Omaha is well aware that economic contractions and recessions are inevitable, he understands that periods of expansion tend to last substantially longer. Thus, he's packed Berkshire Hathaway's investment portfolio with bank stocks, tech stocks, and consumer staples companies that'll thrive during an expanding economy.\nAnother reason Berkshire Hathaway has delivered such incredible returns is Buffett's focus on dividend stocks. While Berkshire doesn't pay a dividend, it's on pace to collect more than $5 billion in dividend income in 2021. That's nearly a 5% yield, relative to the cost basis of Berkshire's holdings. Since dividend stocks are almost always profitable and time-tested, they fit the bill of what Buffett is looking for in a long-term holding.\nLong story short, riding Buffett's coattails has often been a smart move.\nSalesforce\nAnother surefire stock that's continuously delivered for its shareholders and would be perfect to buy during a stock market crash is Salesforce.com(NYSE:CRM), which provides software solutions for cloud-based customer relationship management (CRM).\nFor those of you unfamiliar with CRM, it's used by consumer-facing businesses to enhance customer relationships and boost sales. It can be used to handle service or product issues, oversee online marketing campaigns, and run predictive sales analyses of an existing client base. What's particularly noteworthy about CRM software is that it's finding its way into nontraditional sectors, such as finance and healthcare.\nCloud-based CRM software offers double-digit growth potential through at least mid-decade, and Salesforce sits at the center of this rapidly growing trend. According to IDC, Salesforce controlled 19.5% of global CRM spending in 2020, which is over a full percentage point higher than the share Oracle,SAP,Microsoft, and Adobe possessed last year on a combined basis.  A little stock market turbulence doesn't change demand for CRM software solutions or weaken Salesforce's commanding market share lead.\nWhat's more, CEO Marc Benioff has been an acquisition maven. The buyouts of MuleSoft, Tableau, and most recently Slack Technologies have added to the company's cloud-based ecosystem and should allow annual sales to more than double to $50 billion over the next five years. Any discount investors can get on shares of Salesforce should be viewed as a gift.\nAlphabet\nA third surefire stock to buy if a stock market crash or correction arises is Alphabet(NASDAQ:GOOGL)(NASDAQ:GOOG), the parent company of internet search engine Google and streaming content provider YouTube.\nWhen it comes to global internet search, there's Google and everyone else. The thing is, \"everyone else\" barely moves the needle. According to GlobalStats, Google accounted for 92% of the worldwide search engine market in September. Looking back two years, it's much of the same, with Google holding a 91% to 93% share of global internet search. As the clear go-to for advertisers, Alphabet's Google benefits immensely from long-winded periods of U.S. and global economic expansion.\nWhat might be even more exciting than Alphabet's veritable monopoly on internet search is the company's rapidly growing ancillary projects. Streaming service provider YouTube saw ad revenue surge 84% in the second quarter, with its annual sales run rate hitting $28 billion. YouTube has quickly become one of the most-visited social sites on the planet.\nMeanwhile, Google Cloud delivered 54% sales growth in the June-ended quarter and now sports an annual run rate over $18 billion in sales. Google Cloud is the third-biggest player in cloud infrastructure and should grow into a major source of operating cash flow for Alphabet over time. There's absolutely no reason for Alphabet not to be on your buy list if the market crashes or corrects.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"BRK.B":0.9,"CRM":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":1868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821078930,"gmtCreate":1633680668347,"gmtModify":1633680698123,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821078930","repostId":"1135993400","repostType":4,"repost":{"id":"1135993400","kind":"news","pubTimestamp":1633675137,"share":"https://www.laohunote.com/m/news/1135993400?lang=zh_CN&edition=full","pubTime":"2021-10-08 14:38","market":"us","language":"en","title":"September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9 月份就业预览：这将是一个节拍，问题是有多大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135993400","media":"zerohedge","summary":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the mo","content":"<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.</p><p><blockquote>在强劲的初始申请失业救济金报告和稳健的 ADP 私人就业数据之后，所有人的目光都转向了本周和本月最重要的经济数据点，即美国东部时间周五上午 8:30 发布的周五非农就业报告，普遍预计将有 50 万人就业，是上个月令人失望的 23.5 万人就业的两倍多，失业率将降至 5.1%，平均时薪将增至 4.6%。与上个月不同，当时我们正确预测了 8 月份就业人数的重大失误，这次我们同意明天的报告将是一个打击，唯一的问题是有多大。</blockquote></p><p> Here is a snapshot of what to expect tomorrow:</p><p><blockquote>以下是明天的快照：</blockquote></p><p> <ul>  <li>Total Payrolls: 500K, Last 235K</li>  <li>Private Payrolls: 450K, Last 243K</li>  <li>Unemployment Rate: 5.1%, Last 5.2%</li>  <li>Labor force participation rate: 61.8%, Last 61.7%</li>  <li>Average Hourly Earnings Y/Y: 4.6%, Last 4.3%</li>  <li>Average Weekly Hours: 34.7, Last 34.7</li> </ul> As&nbsp;Newsquawk&nbsp;writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.</p><p><blockquote><ul><li>总就业人数：50万，最后23.5万</li><li>私人就业人数：45万，最后24.3万</li><li>失业率：5.1%，去年5.2%</li><li>劳动力参与率：61.8%，去年61.7%</li><li>平均每小时收益同比：4.6%，去年 4.3%</li><li>平均每周小时数：34.7，最近34.7</li></ul>正如 Newsquawk 在其 NFP 预览中所写的那样，9 月份的就业数据是美联储 11 月 3 日政策会议前的最后一份数据，它将以美联储预期宣布缩减规模为背景，而一份令人满意的报告可能就足以让联邦公开市场委员会 (FOMC) 在 11 月份宣布缩减每月 1200 亿美元的资产购买规模。</blockquote></p><p> Goldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong,&nbsp;<b>and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"</b>As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.</p><p><blockquote>高盛经济学家比正常情况更加乐观，估计 9 月份非农就业人数增加 60 万人，高于 +50 万人的共识，他们指出“劳动力需求仍然非常强劲，<b>我们相信，9 月 5 日全国范围内增加的失业救济金到期促进了有效劳动力供应和就业增长——就像 7 月和 8 月提前结束联邦福利的州所做的那样。”</b>因此，高盛预计明天的数字将增加 20 万，10 月份的数字将增加更多。该银行还认为，学校的重新开放促进了9月份就业岗位的增长，增加了约15万个。尽管有这些有利因素，大数据就业信号好坏参半，餐饮活动仅小幅反弹。</blockquote></p><p> Labor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.</p><p><blockquote>本月劳动力市场指标具有建设性： 尽管分析师们继续指出，官方数据与 ADP 指标之间的直接关系很脆弱，但在过去三份报告中，官方数据与 ADP 指标之间的直接关系很脆弱。在 8 月至 9 月就业数据调查期间，首次申请失业救济人数和持续申请失业救济人数有所回落，尽管分析师指出，最近公布的数据显示申请失业救济人数上升，这可能会给前景蒙上阴影。ISM商业调查显示本月就业增长，制造业就业再次进入增长区域，但服务业招聘本月略有降温，但仍保持扩张性；调查评论继续暗示劳动力市场紧张。美国劳工统计局将于10月8日英国夏令时13:30/美国东部时间08:30发布9月份就业形势报告。</blockquote></p><p> <b>POLICY</b>: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.</p><p><blockquote><b>政策</b>：鉴于美联储官员已有效确认，除非就业数据暴跌，否则美联储将在 11 月 3 日的会议上宣布缩减资产购买规模，因此 9 月份就业报告可能会降低其对交易条件的相关性。因此，交易风险可能会向下行倾斜，而不是向上行倾斜，因为就业数据的大幅下降可能会给美联储宣布缩减规模带来障碍。此外，值得认识到华盛顿提高债务上限的努力是如何取得进展的；到目前为止，官员们尚未达成协议，并正在制定权宜之计立法，以允许在 12 月之前提供资金；有分析师暗示，面对潜在的违约风险，美联储可能不愿收紧政策。</blockquote></p><p> <b>PAYROLLS:</b>The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).<b>Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.</b></p><p><blockquote><b>工资单：</b>共识预计9月份美国经济将增加50万非农就业人数（上一篇。23.5万），这将是一个比三个月和六个月平均增长率更冷的增长率，尽管与12个月的平均水平一致（3个月平均水平为75万/月，6个月平均水平为65.3万/月，12个月平均水平为50.3万/月——从技术上讲，这至少表明最近几个月的就业增长率有所提高）。<b>汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍然失业。</b></blockquote></p><p></p><p> <b>MEASURES OF SLACK:</b>The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.</p><p><blockquote><b>松弛的度量：</b>失业率预计为5.1%（之前为5.2%）；劳动力参与率此前为61.7%，而大流行前为63.2%；U6 就业不足指标此前为 8.8%，而大流行前为 7.0%；就业人口比率此前为58.5%，而疫情前为61.1%。这些松弛的衡量标准可能会让人们更深入地了解美联储官员如何判断劳动力市场的进展，近几个月来，许多官员指出，他们正在密切关注就业不足率、参与率和就业与人口比率，以更好地处理经济中仍然存在的松弛程度。分析师们会受到鼓舞，因为这些数字越接近大流行前的水平。</blockquote></p><p> <b>EARNINGS:</b>Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.</p><p><blockquote><b>收益：</b>平均每小时收益预计为 +0.4%（之前为 +0.6%）；平均小时收益预计同比+4.6%（前值+4.3%）；平均每周工作时间预计为34.7小时（以前。34.7小时）.汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍然失业。</blockquote></p><p> <b>ADP:</b>The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure &amp; Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"</p><p><blockquote><b>ADP：</b>ADP全国就业报告显示，9月份美国经济新增就业岗位56.8万个，高于预期的42.8万个，增速好于之前的34万个（从最初报告的37.4万个下调）。ADP本身表示，尽管第二季度的74.8万个工作岗位增加速度明显放缓，但劳动力市场复苏继续取得进展。它还指出，休闲和酒店业仍然是复苏的最大受益者之一，尽管表示招聘仍然受到疫情轨迹的严重影响，特别是对小公司而言。ADP认为，随着疫情形势的持续改善，当前的招聘瓶颈可能会消失，这可能会为未来几个月的稳健就业增长创造条件。在数据方法方面，分析师继续指出，ADP的模型纳入了许多以前的官方就业数据、其他宏观经济变量以及来自其自己的就业平台的数据；万神殿宏观经济学表示：“由于德尔塔变异毒株对服务业的打击，8 月份就业人数疲软，这种疲软可能会限制 ADP 数据。”“因此，与共识的超调表明，ADP模型的其他输入比我们预期的要强，但没有公布任何细节，因此我们不知道超调是模型驱动的，还是由于ADP客户的就业数据更强劲”。</blockquote></p><p> <b>INITIAL JOBLESS CLAIMS:</b>Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.</p><p><blockquote><b>首次申请失业救济人数：</b>与 BLS 就业报告调查窗口相吻合的一周首次申请失业救济人数约为 35.1 万人，与 8 月份就业数据调查窗口的 34.9 万人几乎没有变化，分析师表示，季节性因素在提振每周数据方面发挥了作用，而可能存在一些挥之不去的飓风艾达的影响；相应的持续索赔数据在9月份调查期间降至280.2万份，而8月份调查期间为290.8万份。总体而言，数据继续指向下降趋势，尽管最近几周申请失业救济人数的水平再次回升。</blockquote></p><p> <b>BUSINESS SURVEYS</b>: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.</p><p><blockquote><b>商业调查</b>: 9 月份服务业和制造业 ISM 报告显示了不同的趋势，服务业就业分项指数从 53.7 小幅放缓至 53.0，表明增长，但速度较慢，而制造业就业分项指数回升至扩张区域，从之前的 49.0 升至 50.2。在制造业方面，ISM 表示，企业仍在努力实现劳动力管理计划，但指出与前几个月相比有一些适度的进展迹象：“不到 5% 的评论指出就业有所改善，而 8 月份则没有，”它表示，“绝大多数小组成员表示他们的公司正在招聘或试图招聘，”其中约 85% 的回答是关于寻求额外的员工，而近一半的受访者表示难以填补职位，这一比例较 8 月份有所增加。ISM 表示：“有关离职率和退休的评论越来越频繁，延续了 8 月份开始的趋势。”与此同时，服务业就业活动连续第三个月上升；受访者指出，员工纷纷涌向薪酬更高的工作，缺乏替代这些员工的渠道，而其他受访者则谈到各级都出现了劳动力短缺。</blockquote></p><p> <b>ARGUING FOR A BETTER-THAN-EXPECTED REPORT</b>:</p><p><blockquote><b>争取一份好于预期的报告</b>:</blockquote></p><p></p><p> <ul>  <li><b>End of federal enhanced unemployment beneﬁts</b>. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.<b>Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.</b>Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).</li> </ul> <img src=\"https://static.tigerbbs.com/fa8e5900cf66c76d4b64055f84e58048\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>联邦增强失业救济金的终止</b>.一些州的联邦福利到期提高了夏季的劳动力供应和就业率，所有剩余的此类计划都于9月5日到期。7 月和 8 月显示，从 6 月到 8 月，失去 300 美元充值付款的工人的求职概率累计增加了 6 个百分点，失去所有福利的工人的求职概率累计增加了 12 个百分点。<b>9 月 5 日失去部分或全部福利的 600 万工人中，有一些人在 9 月 18 日找到了工作--及时计入明天的数据。</b>高盛假设这一渠道将推动就业增长+20万人，随后的报告将有更大的增长（截至年底累计+130万人）。</li></ul></blockquote></p><p> <ul>  <li><b>School reopening</b>. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.</li> </ul> <img src=\"https://static.tigerbbs.com/ff3e69723b40e0d372ec2bebecb38b1f\" tg-width=\"799\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>学校复课</b>最大的100个学区都开放面对面学习，促使许多以前休假的教师和辅助人员重返校园。虽然就业水平的完全正常化将提供60万个工作岗位（mom sa，见下图左图），但由于混合教学模式，一些看门人和辅助人员没有返回，该部门的职位空缺仅比危机前的水平高出20万个（见右图）。与此相关的是，在其他条件相同的情况下，劳工统计局的季节性因素已经包含了教育工作者通常在夏季裁员时重新招聘的情况，因此，如果重返工作岗位的清洁工少于典型的 9 月份，这将降低经季节性调整后的就业增长。综合来看，在明天的报告中，学校重新开放将带来大约 15 万人的增长。</li></ul></blockquote></p><p> <ul>  <li><b>Job availability</b>. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.</li>  <li><b>ADP.</b>Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.</li> </ul> <b>ARGUING FOR A WEAKER-THAN-EXPECTED REPORT:</b></p><p><blockquote><ul><li><b>工作可用性</b>世界大型企业联合会劳动力差异——认为工作机会充足的受访者和认为工作机会很难找到的受访者之间的差异——从44.4%降至42.5%，仍然是一个较高的水平。此外，JOLTS 7月份职位空缺增加了74.9万个，达到1090万个的新高。</li><li><b>ADP。</b>ADP报告中的私营部门就业人数在9月份增加了56.8万人，高于市场普遍预期的43万人，这意味着基础ADP样本的强劲增长。此外，学校通常不使用ADP工资软件，认为在官方工资衡量标准中，学校重新开放会带来更大的收益。</li></ul><b>主张报告弱于预期：</b></blockquote></p><p> <ul>  <li><b>Delta variant.</b>Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.</li>  <li><b>Employer surveys</b>. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.</li> </ul> <b>NEUTRAL FACTORS:</b></p><p><blockquote><ul><li><b>德尔塔变异毒株.</b>8 月份新冠感染率反弹给服务消费和劳动力市场带来压力。虽然美国病例数在9月初开始下降，但开放餐桌的餐厅座位仅略有反弹。9 月份休闲和酒店业就业人数有所增长，但可能不会达到 6 月和 7 月每月约 40 万人的增长速度。</li><li><b>雇主调查</b>我们的商业调查中的就业组成部分持平或下降，而我们和共识预测就业增长将回升。高盛服务业调查就业跟踪指数保持在 54.5 不变，制造业调查就业跟踪指数下降 0.4 个百分点至 57.8。高盛分析师指数 (GSAI) 下降 0.8% 至 68.5，而就业成分上升 1.9% 至 71.9。</li></ul><b>中性因素：</b></blockquote></p><p></p><p> <ul>  <li><b>Big Data.</b>High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.</li>  <li><b>Seasonality.</b>The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).</li>  <li><b>Jobless claims.</b>Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.</li>  <li><b>Job cuts.</b>Announced layoffs reported by Challenger, Gray &amp; Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).</li> </ul></p><p><blockquote><ul><li><b>大数据。</b>8 月至 9 月调查周期间，劳动力市场的高频数据好坏参半，对就业增长的基本速度几乎没有提供指导。跟踪的五项指标中有三项显示增幅达到或高于共识（人口普查小企业脉冲+50万，ADP+60万，谷歌移动+200万），但Homebase数据是下行的异常值。从表面上看，这将表明就业人数大幅下降。人口普查家庭脉搏（-60万）也相当疲软，尽管令人鼓舞，但它也表明随着学校重新开放，与儿童保育相关的劳动力供应逆风大幅下降。</li><li><b>季节性。</b>9月份的季节性障碍相对较低：BLS调整因素通常假设私人就业人数（不包括公立学校）下降60-70万人，而7月和8月的平均就业人数约为-10万人。持续的劳动力短缺鼓励企业在夏季结束时减少裁员。9 月份的季节性因素可能因危机而发生了不利的演变，这在一定程度上抵消了这一推动力--特别是与去年 9 月份重新开放推动的就业激增相吻合（私人就业人数 +93.2 万 mom sa）。</li><li><b>申请失业救济金。</b>尽管个人过渡到或试图过渡到国家计划，但9月份的首次申请失业救济人数有所上升，平均每周为33.9万人，而8月份为37.8万人。在包括紧急福利在内的所有员工计划中，持续索赔大幅下降（-330万）——但同样是因为非经济原因（联邦增强型计划到期）。从调查周到调查周，常规州项目的持续申请减少了10.6万人。</li><li><b>裁员。</b>Challenger、Gray &amp; Christmas 报告的宣布裁员人数在前两个月下降 14% 后，9 月份环比反弹 11%（SA by GS）。尽管如此，这一指标的裁员仍接近三十年来的最低点（1993 年）。</li></ul></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>September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9 月份就业预览：这将是一个节拍，问题是有多大</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\">\nSeptember Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9 月份就业预览：这将是一个节拍，问题是有多大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-10-08 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.</p><p><blockquote>在强劲的初始申请失业救济金报告和稳健的 ADP 私人就业数据之后，所有人的目光都转向了本周和本月最重要的经济数据点，即美国东部时间周五上午 8:30 发布的周五非农就业报告，普遍预计将有 50 万人就业，是上个月令人失望的 23.5 万人就业的两倍多，失业率将降至 5.1%，平均时薪将增至 4.6%。与上个月不同，当时我们正确预测了 8 月份就业人数的重大失误，这次我们同意明天的报告将是一个打击，唯一的问题是有多大。</blockquote></p><p> Here is a snapshot of what to expect tomorrow:</p><p><blockquote>以下是明天的快照：</blockquote></p><p> <ul>  <li>Total Payrolls: 500K, Last 235K</li>  <li>Private Payrolls: 450K, Last 243K</li>  <li>Unemployment Rate: 5.1%, Last 5.2%</li>  <li>Labor force participation rate: 61.8%, Last 61.7%</li>  <li>Average Hourly Earnings Y/Y: 4.6%, Last 4.3%</li>  <li>Average Weekly Hours: 34.7, Last 34.7</li> </ul> As&nbsp;Newsquawk&nbsp;writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.</p><p><blockquote><ul><li>总就业人数：50万，最后23.5万</li><li>私人就业人数：45万，最后24.3万</li><li>失业率：5.1%，去年5.2%</li><li>劳动力参与率：61.8%，去年61.7%</li><li>平均每小时收益同比：4.6%，去年 4.3%</li><li>平均每周小时数：34.7，最近34.7</li></ul>正如 Newsquawk 在其 NFP 预览中所写的那样，9 月份的就业数据是美联储 11 月 3 日政策会议前的最后一份数据，它将以美联储预期宣布缩减规模为背景，而一份令人满意的报告可能就足以让联邦公开市场委员会 (FOMC) 在 11 月份宣布缩减每月 1200 亿美元的资产购买规模。</blockquote></p><p> Goldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong,&nbsp;<b>and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"</b>As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.</p><p><blockquote>高盛经济学家比正常情况更加乐观，估计 9 月份非农就业人数增加 60 万人，高于 +50 万人的共识，他们指出“劳动力需求仍然非常强劲，<b>我们相信，9 月 5 日全国范围内增加的失业救济金到期促进了有效劳动力供应和就业增长——就像 7 月和 8 月提前结束联邦福利的州所做的那样。”</b>因此，高盛预计明天的数字将增加 20 万，10 月份的数字将增加更多。该银行还认为，学校的重新开放促进了9月份就业岗位的增长，增加了约15万个。尽管有这些有利因素，大数据就业信号好坏参半，餐饮活动仅小幅反弹。</blockquote></p><p> Labor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.</p><p><blockquote>本月劳动力市场指标具有建设性： 尽管分析师们继续指出，官方数据与 ADP 指标之间的直接关系很脆弱，但在过去三份报告中，官方数据与 ADP 指标之间的直接关系很脆弱。在 8 月至 9 月就业数据调查期间，首次申请失业救济人数和持续申请失业救济人数有所回落，尽管分析师指出，最近公布的数据显示申请失业救济人数上升，这可能会给前景蒙上阴影。ISM商业调查显示本月就业增长，制造业就业再次进入增长区域，但服务业招聘本月略有降温，但仍保持扩张性；调查评论继续暗示劳动力市场紧张。美国劳工统计局将于10月8日英国夏令时13:30/美国东部时间08:30发布9月份就业形势报告。</blockquote></p><p> <b>POLICY</b>: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.</p><p><blockquote><b>政策</b>：鉴于美联储官员已有效确认，除非就业数据暴跌，否则美联储将在 11 月 3 日的会议上宣布缩减资产购买规模，因此 9 月份就业报告可能会降低其对交易条件的相关性。因此，交易风险可能会向下行倾斜，而不是向上行倾斜，因为就业数据的大幅下降可能会给美联储宣布缩减规模带来障碍。此外，值得认识到华盛顿提高债务上限的努力是如何取得进展的；到目前为止，官员们尚未达成协议，并正在制定权宜之计立法，以允许在 12 月之前提供资金；有分析师暗示，面对潜在的违约风险，美联储可能不愿收紧政策。</blockquote></p><p> <b>PAYROLLS:</b>The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).<b>Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.</b></p><p><blockquote><b>工资单：</b>共识预计9月份美国经济将增加50万非农就业人数（上一篇。23.5万），这将是一个比三个月和六个月平均增长率更冷的增长率，尽管与12个月的平均水平一致（3个月平均水平为75万/月，6个月平均水平为65.3万/月，12个月平均水平为50.3万/月——从技术上讲，这至少表明最近几个月的就业增长率有所提高）。<b>汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍然失业。</b></blockquote></p><p></p><p> <b>MEASURES OF SLACK:</b>The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.</p><p><blockquote><b>松弛的度量：</b>失业率预计为5.1%（之前为5.2%）；劳动力参与率此前为61.7%，而大流行前为63.2%；U6 就业不足指标此前为 8.8%，而大流行前为 7.0%；就业人口比率此前为58.5%，而疫情前为61.1%。这些松弛的衡量标准可能会让人们更深入地了解美联储官员如何判断劳动力市场的进展，近几个月来，许多官员指出，他们正在密切关注就业不足率、参与率和就业与人口比率，以更好地处理经济中仍然存在的松弛程度。分析师们会受到鼓舞，因为这些数字越接近大流行前的水平。</blockquote></p><p> <b>EARNINGS:</b>Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.</p><p><blockquote><b>收益：</b>平均每小时收益预计为 +0.4%（之前为 +0.6%）；平均小时收益预计同比+4.6%（前值+4.3%）；平均每周工作时间预计为34.7小时（以前。34.7小时）.汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍然失业。</blockquote></p><p> <b>ADP:</b>The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure &amp; Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"</p><p><blockquote><b>ADP：</b>ADP全国就业报告显示，9月份美国经济新增就业岗位56.8万个，高于预期的42.8万个，增速好于之前的34万个（从最初报告的37.4万个下调）。ADP本身表示，尽管第二季度的74.8万个工作岗位增加速度明显放缓，但劳动力市场复苏继续取得进展。它还指出，休闲和酒店业仍然是复苏的最大受益者之一，尽管表示招聘仍然受到疫情轨迹的严重影响，特别是对小公司而言。ADP认为，随着疫情形势的持续改善，当前的招聘瓶颈可能会消失，这可能会为未来几个月的稳健就业增长创造条件。在数据方法方面，分析师继续指出，ADP的模型纳入了许多以前的官方就业数据、其他宏观经济变量以及来自其自己的就业平台的数据；万神殿宏观经济学表示：“由于德尔塔变异毒株对服务业的打击，8 月份就业人数疲软，这种疲软可能会限制 ADP 数据。”“因此，与共识的超调表明，ADP模型的其他输入比我们预期的要强，但没有公布任何细节，因此我们不知道超调是模型驱动的，还是由于ADP客户的就业数据更强劲”。</blockquote></p><p> <b>INITIAL JOBLESS CLAIMS:</b>Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.</p><p><blockquote><b>首次申请失业救济人数：</b>与 BLS 就业报告调查窗口相吻合的一周首次申请失业救济人数约为 35.1 万人，与 8 月份就业数据调查窗口的 34.9 万人几乎没有变化，分析师表示，季节性因素在提振每周数据方面发挥了作用，而可能存在一些挥之不去的飓风艾达的影响；相应的持续索赔数据在9月份调查期间降至280.2万份，而8月份调查期间为290.8万份。总体而言，数据继续指向下降趋势，尽管最近几周申请失业救济人数的水平再次回升。</blockquote></p><p> <b>BUSINESS SURVEYS</b>: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.</p><p><blockquote><b>商业调查</b>: 9 月份服务业和制造业 ISM 报告显示了不同的趋势，服务业就业分项指数从 53.7 小幅放缓至 53.0，表明增长，但速度较慢，而制造业就业分项指数回升至扩张区域，从之前的 49.0 升至 50.2。在制造业方面，ISM 表示，企业仍在努力实现劳动力管理计划，但指出与前几个月相比有一些适度的进展迹象：“不到 5% 的评论指出就业有所改善，而 8 月份则没有，”它表示，“绝大多数小组成员表示他们的公司正在招聘或试图招聘，”其中约 85% 的回答是关于寻求额外的员工，而近一半的受访者表示难以填补职位，这一比例较 8 月份有所增加。ISM 表示：“有关离职率和退休的评论越来越频繁，延续了 8 月份开始的趋势。”与此同时，服务业就业活动连续第三个月上升；受访者指出，员工纷纷涌向薪酬更高的工作，缺乏替代这些员工的渠道，而其他受访者则谈到各级都出现了劳动力短缺。</blockquote></p><p> <b>ARGUING FOR A BETTER-THAN-EXPECTED REPORT</b>:</p><p><blockquote><b>争取一份好于预期的报告</b>:</blockquote></p><p></p><p> <ul>  <li><b>End of federal enhanced unemployment beneﬁts</b>. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.<b>Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.</b>Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).</li> </ul> <img src=\"https://static.tigerbbs.com/fa8e5900cf66c76d4b64055f84e58048\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>联邦增强失业救济金的终止</b>.一些州的联邦福利到期提高了夏季的劳动力供应和就业率，所有剩余的此类计划都于9月5日到期。7 月和 8 月显示，从 6 月到 8 月，失去 300 美元充值付款的工人的求职概率累计增加了 6 个百分点，失去所有福利的工人的求职概率累计增加了 12 个百分点。<b>9 月 5 日失去部分或全部福利的 600 万工人中，有一些人在 9 月 18 日找到了工作--及时计入明天的数据。</b>高盛假设这一渠道将推动就业增长+20万人，随后的报告将有更大的增长（截至年底累计+130万人）。</li></ul></blockquote></p><p> <ul>  <li><b>School reopening</b>. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.</li> </ul> <img src=\"https://static.tigerbbs.com/ff3e69723b40e0d372ec2bebecb38b1f\" tg-width=\"799\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>学校复课</b>最大的100个学区都开放面对面学习，促使许多以前休假的教师和辅助人员重返校园。虽然就业水平的完全正常化将提供60万个工作岗位（mom sa，见下图左图），但由于混合教学模式，一些看门人和辅助人员没有返回，该部门的职位空缺仅比危机前的水平高出20万个（见右图）。与此相关的是，在其他条件相同的情况下，劳工统计局的季节性因素已经包含了教育工作者通常在夏季裁员时重新招聘的情况，因此，如果重返工作岗位的清洁工少于典型的 9 月份，这将降低经季节性调整后的就业增长。综合来看，在明天的报告中，学校重新开放将带来大约 15 万人的增长。</li></ul></blockquote></p><p> <ul>  <li><b>Job availability</b>. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.</li>  <li><b>ADP.</b>Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.</li> </ul> <b>ARGUING FOR A WEAKER-THAN-EXPECTED REPORT:</b></p><p><blockquote><ul><li><b>工作可用性</b>世界大型企业联合会劳动力差异——认为工作机会充足的受访者和认为工作机会很难找到的受访者之间的差异——从44.4%降至42.5%，仍然是一个较高的水平。此外，JOLTS 7月份职位空缺增加了74.9万个，达到1090万个的新高。</li><li><b>ADP。</b>ADP报告中的私营部门就业人数在9月份增加了56.8万人，高于市场普遍预期的43万人，这意味着基础ADP样本的强劲增长。此外，学校通常不使用ADP工资软件，认为在官方工资衡量标准中，学校重新开放会带来更大的收益。</li></ul><b>主张报告弱于预期：</b></blockquote></p><p> <ul>  <li><b>Delta variant.</b>Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.</li>  <li><b>Employer surveys</b>. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.</li> </ul> <b>NEUTRAL FACTORS:</b></p><p><blockquote><ul><li><b>德尔塔变异毒株.</b>8 月份新冠感染率反弹给服务消费和劳动力市场带来压力。虽然美国病例数在9月初开始下降，但开放餐桌的餐厅座位仅略有反弹。9 月份休闲和酒店业就业人数有所增长，但可能不会达到 6 月和 7 月每月约 40 万人的增长速度。</li><li><b>雇主调查</b>我们的商业调查中的就业组成部分持平或下降，而我们和共识预测就业增长将回升。高盛服务业调查就业跟踪指数保持在 54.5 不变，制造业调查就业跟踪指数下降 0.4 个百分点至 57.8。高盛分析师指数 (GSAI) 下降 0.8% 至 68.5，而就业成分上升 1.9% 至 71.9。</li></ul><b>中性因素：</b></blockquote></p><p></p><p> <ul>  <li><b>Big Data.</b>High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.</li>  <li><b>Seasonality.</b>The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).</li>  <li><b>Jobless claims.</b>Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.</li>  <li><b>Job cuts.</b>Announced layoffs reported by Challenger, Gray &amp; Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).</li> </ul></p><p><blockquote><ul><li><b>大数据。</b>8 月至 9 月调查周期间，劳动力市场的高频数据好坏参半，对就业增长的基本速度几乎没有提供指导。跟踪的五项指标中有三项显示增幅达到或高于共识（人口普查小企业脉冲+50万，ADP+60万，谷歌移动+200万），但Homebase数据是下行的异常值。从表面上看，这将表明就业人数大幅下降。人口普查家庭脉搏（-60万）也相当疲软，尽管令人鼓舞，但它也表明随着学校重新开放，与儿童保育相关的劳动力供应逆风大幅下降。</li><li><b>季节性。</b>9月份的季节性障碍相对较低：BLS调整因素通常假设私人就业人数（不包括公立学校）下降60-70万人，而7月和8月的平均就业人数约为-10万人。持续的劳动力短缺鼓励企业在夏季结束时减少裁员。9 月份的季节性因素可能因危机而发生了不利的演变，这在一定程度上抵消了这一推动力--特别是与去年 9 月份重新开放推动的就业激增相吻合（私人就业人数 +93.2 万 mom sa）。</li><li><b>申请失业救济金。</b>尽管个人过渡到或试图过渡到国家计划，但9月份的首次申请失业救济人数有所上升，平均每周为33.9万人，而8月份为37.8万人。在包括紧急福利在内的所有员工计划中，持续索赔大幅下降（-330万）——但同样是因为非经济原因（联邦增强型计划到期）。从调查周到调查周，常规州项目的持续申请减少了10.6万人。</li><li><b>裁员。</b>Challenger、Gray &amp; Christmas 报告的宣布裁员人数在前两个月下降 14% 后，9 月份环比反弹 11%（SA by GS）。尽管如此，这一指标的裁员仍接近三十年来的最低点（1993 年）。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135993400","content_text":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.\nHere is a snapshot of what to expect tomorrow:\n\nTotal Payrolls: 500K, Last 235K\nPrivate Payrolls: 450K, Last 243K\nUnemployment Rate: 5.1%, Last 5.2%\nLabor force participation rate: 61.8%, Last 61.7%\nAverage Hourly Earnings Y/Y: 4.6%, Last 4.3%\nAverage Weekly Hours: 34.7, Last 34.7\n\nAs Newsquawk writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.\nGoldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong, and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.\nLabor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.\nPOLICY: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.\nPAYROLLS:The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.\nMEASURES OF SLACK:The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.\nEARNINGS:Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.\nADP:The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure & Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"\nINITIAL JOBLESS CLAIMS:Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.\nBUSINESS SURVEYS: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.\nARGUING FOR A BETTER-THAN-EXPECTED REPORT:\n\nEnd of federal enhanced unemployment beneﬁts. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).\n\n\n\nSchool reopening. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.\n\n\n\nJob availability. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.\nADP.Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.\n\nARGUING FOR A WEAKER-THAN-EXPECTED REPORT:\n\nDelta variant.Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.\nEmployer surveys. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.\n\nNEUTRAL FACTORS:\n\nBig Data.High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.\nSeasonality.The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).\nJobless claims.Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.\nJob cuts.Announced layoffs reported by Challenger, Gray & Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864131713,"gmtCreate":1633069784150,"gmtModify":1633069784270,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585783194028665","authorIdStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864131713","repostId":"2172522279","repostType":4,"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":605667211,"gmtCreate":1639153989573,"gmtModify":1639153989650,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605667211","repostId":"1173242614","repostType":4,"repost":{"id":"1173242614","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639149896,"share":"https://www.laohunote.com/m/news/1173242614?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:24","market":"us","language":"en","title":"Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173242614","media":"Tiger Newspress","summary":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for ","content":"<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对 160 亿美元 Nuance 交易的批准，微软股价在早盘交易中上涨超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司将以 160 亿美元收购人工智能和语音技术公司 Nuance Communications Inc.，获得欧盟无条件反垄断批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购和收购加强审查之际，新兴初创企业和潜在竞争对手被关闭。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将增强其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，这家美国软件巨头目前正在与英国反垄断机构进行谈判，然后提交批准该交易的请求。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于 12 月 21 日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构 CMA 进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance 以开创语音技术并帮助推出苹果公司的虚拟助手 Siri 而闻名，为美国 77% 的医院提供服务。</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>Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 23:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对 160 亿美元 Nuance 交易的批准，微软股价在早盘交易中上涨超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司将以 160 亿美元收购人工智能和语音技术公司 Nuance Communications Inc.，获得欧盟无条件反垄断批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购和收购加强审查之际，新兴初创企业和潜在竞争对手被关闭。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将增强其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，这家美国软件巨头目前正在与英国反垄断机构进行谈判，然后提交批准该交易的请求。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于 12 月 21 日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构 CMA 进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance 以开创语音技术并帮助推出苹果公司的虚拟助手 Siri 而闻名，为美国 77% 的医院提供服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173242614","content_text":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.\n\nU.S. software giant Microsoft Corp is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.\nThe deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.\nMicrosoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.\nThe U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.\nThe European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.\nThe company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.\nThe deal has already received the regulatory green light in the United States and Australia, without remedies given.\nNuance, known for pioneering speech technology and helping launch Apple Inc's virtual assistant, Siri, serves 77% of U.S. hospitals.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821078930,"gmtCreate":1633680668347,"gmtModify":1633680698123,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821078930","repostId":"1135993400","repostType":4,"repost":{"id":"1135993400","kind":"news","pubTimestamp":1633675137,"share":"https://www.laohunote.com/m/news/1135993400?lang=zh_CN&edition=full","pubTime":"2021-10-08 14:38","market":"us","language":"en","title":"September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9 月份就业预览：这将是一个节拍，问题是有多大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135993400","media":"zerohedge","summary":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the mo","content":"<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.</p><p><blockquote>在强劲的初始申请失业救济金报告和稳健的 ADP 私人就业数据之后，所有人的目光都转向了本周和本月最重要的经济数据点，即美国东部时间周五上午 8:30 发布的周五非农就业报告，普遍预计将有 50 万人就业，是上个月令人失望的 23.5 万人就业的两倍多，失业率将降至 5.1%，平均时薪将增至 4.6%。与上个月不同，当时我们正确预测了 8 月份就业人数的重大失误，这次我们同意明天的报告将是一个打击，唯一的问题是有多大。</blockquote></p><p> Here is a snapshot of what to expect tomorrow:</p><p><blockquote>以下是明天的快照：</blockquote></p><p> <ul>  <li>Total Payrolls: 500K, Last 235K</li>  <li>Private Payrolls: 450K, Last 243K</li>  <li>Unemployment Rate: 5.1%, Last 5.2%</li>  <li>Labor force participation rate: 61.8%, Last 61.7%</li>  <li>Average Hourly Earnings Y/Y: 4.6%, Last 4.3%</li>  <li>Average Weekly Hours: 34.7, Last 34.7</li> </ul> As&nbsp;Newsquawk&nbsp;writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.</p><p><blockquote><ul><li>总就业人数：50万，最后23.5万</li><li>私人就业人数：45万，最后24.3万</li><li>失业率：5.1%，去年5.2%</li><li>劳动力参与率：61.8%，去年61.7%</li><li>平均每小时收益同比：4.6%，去年 4.3%</li><li>平均每周小时数：34.7，最近34.7</li></ul>正如 Newsquawk 在其 NFP 预览中所写的那样，9 月份的就业数据是美联储 11 月 3 日政策会议前的最后一份数据，它将以美联储预期宣布缩减规模为背景，而一份令人满意的报告可能就足以让联邦公开市场委员会 (FOMC) 在 11 月份宣布缩减每月 1200 亿美元的资产购买规模。</blockquote></p><p> Goldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong,&nbsp;<b>and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"</b>As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.</p><p><blockquote>高盛经济学家比正常情况更加乐观，估计 9 月份非农就业人数增加 60 万人，高于 +50 万人的共识，他们指出“劳动力需求仍然非常强劲，<b>我们相信，9 月 5 日全国范围内增加的失业救济金到期促进了有效劳动力供应和就业增长——就像 7 月和 8 月提前结束联邦福利的州所做的那样。”</b>因此，高盛预计明天的数字将增加 20 万，10 月份的数字将增加更多。该银行还认为，学校的重新开放促进了9月份就业岗位的增长，增加了约15万个。尽管有这些有利因素，大数据就业信号好坏参半，餐饮活动仅小幅反弹。</blockquote></p><p> Labor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.</p><p><blockquote>本月劳动力市场指标具有建设性： 尽管分析师们继续指出，官方数据与 ADP 指标之间的直接关系很脆弱，但在过去三份报告中，官方数据与 ADP 指标之间的直接关系很脆弱。在 8 月至 9 月就业数据调查期间，首次申请失业救济人数和持续申请失业救济人数有所回落，尽管分析师指出，最近公布的数据显示申请失业救济人数上升，这可能会给前景蒙上阴影。ISM商业调查显示本月就业增长，制造业就业再次进入增长区域，但服务业招聘本月略有降温，但仍保持扩张性；调查评论继续暗示劳动力市场紧张。美国劳工统计局将于10月8日英国夏令时13:30/美国东部时间08:30发布9月份就业形势报告。</blockquote></p><p> <b>POLICY</b>: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.</p><p><blockquote><b>政策</b>：鉴于美联储官员已有效确认，除非就业数据暴跌，否则美联储将在 11 月 3 日的会议上宣布缩减资产购买规模，因此 9 月份就业报告可能会降低其对交易条件的相关性。因此，交易风险可能会向下行倾斜，而不是向上行倾斜，因为就业数据的大幅下降可能会给美联储宣布缩减规模带来障碍。此外，值得认识到华盛顿提高债务上限的努力是如何取得进展的；到目前为止，官员们尚未达成协议，并正在制定权宜之计立法，以允许在 12 月之前提供资金；有分析师暗示，面对潜在的违约风险，美联储可能不愿收紧政策。</blockquote></p><p> <b>PAYROLLS:</b>The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).<b>Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.</b></p><p><blockquote><b>工资单：</b>共识预计9月份美国经济将增加50万非农就业人数（上一篇。23.5万），这将是一个比三个月和六个月平均增长率更冷的增长率，尽管与12个月的平均水平一致（3个月平均水平为75万/月，6个月平均水平为65.3万/月，12个月平均水平为50.3万/月——从技术上讲，这至少表明最近几个月的就业增长率有所提高）。<b>汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍然失业。</b></blockquote></p><p></p><p> <b>MEASURES OF SLACK:</b>The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.</p><p><blockquote><b>松弛的度量：</b>失业率预计为5.1%（之前为5.2%）；劳动力参与率此前为61.7%，而大流行前为63.2%；U6 就业不足指标此前为 8.8%，而大流行前为 7.0%；就业人口比率此前为58.5%，而疫情前为61.1%。这些松弛的衡量标准可能会让人们更深入地了解美联储官员如何判断劳动力市场的进展，近几个月来，许多官员指出，他们正在密切关注就业不足率、参与率和就业与人口比率，以更好地处理经济中仍然存在的松弛程度。分析师们会受到鼓舞，因为这些数字越接近大流行前的水平。</blockquote></p><p> <b>EARNINGS:</b>Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.</p><p><blockquote><b>收益：</b>平均每小时收益预计为 +0.4%（之前为 +0.6%）；平均小时收益预计同比+4.6%（前值+4.3%）；平均每周工作时间预计为34.7小时（以前。34.7小时）.汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍然失业。</blockquote></p><p> <b>ADP:</b>The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure &amp; Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"</p><p><blockquote><b>ADP：</b>ADP全国就业报告显示，9月份美国经济新增就业岗位56.8万个，高于预期的42.8万个，增速好于之前的34万个（从最初报告的37.4万个下调）。ADP本身表示，尽管第二季度的74.8万个工作岗位增加速度明显放缓，但劳动力市场复苏继续取得进展。它还指出，休闲和酒店业仍然是复苏的最大受益者之一，尽管表示招聘仍然受到疫情轨迹的严重影响，特别是对小公司而言。ADP认为，随着疫情形势的持续改善，当前的招聘瓶颈可能会消失，这可能会为未来几个月的稳健就业增长创造条件。在数据方法方面，分析师继续指出，ADP的模型纳入了许多以前的官方就业数据、其他宏观经济变量以及来自其自己的就业平台的数据；万神殿宏观经济学表示：“由于德尔塔变异毒株对服务业的打击，8 月份就业人数疲软，这种疲软可能会限制 ADP 数据。”“因此，与共识的超调表明，ADP模型的其他输入比我们预期的要强，但没有公布任何细节，因此我们不知道超调是模型驱动的，还是由于ADP客户的就业数据更强劲”。</blockquote></p><p> <b>INITIAL JOBLESS CLAIMS:</b>Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.</p><p><blockquote><b>首次申请失业救济人数：</b>与 BLS 就业报告调查窗口相吻合的一周首次申请失业救济人数约为 35.1 万人，与 8 月份就业数据调查窗口的 34.9 万人几乎没有变化，分析师表示，季节性因素在提振每周数据方面发挥了作用，而可能存在一些挥之不去的飓风艾达的影响；相应的持续索赔数据在9月份调查期间降至280.2万份，而8月份调查期间为290.8万份。总体而言，数据继续指向下降趋势，尽管最近几周申请失业救济人数的水平再次回升。</blockquote></p><p> <b>BUSINESS SURVEYS</b>: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.</p><p><blockquote><b>商业调查</b>: 9 月份服务业和制造业 ISM 报告显示了不同的趋势，服务业就业分项指数从 53.7 小幅放缓至 53.0，表明增长，但速度较慢，而制造业就业分项指数回升至扩张区域，从之前的 49.0 升至 50.2。在制造业方面，ISM 表示，企业仍在努力实现劳动力管理计划，但指出与前几个月相比有一些适度的进展迹象：“不到 5% 的评论指出就业有所改善，而 8 月份则没有，”它表示，“绝大多数小组成员表示他们的公司正在招聘或试图招聘，”其中约 85% 的回答是关于寻求额外的员工，而近一半的受访者表示难以填补职位，这一比例较 8 月份有所增加。ISM 表示：“有关离职率和退休的评论越来越频繁，延续了 8 月份开始的趋势。”与此同时，服务业就业活动连续第三个月上升；受访者指出，员工纷纷涌向薪酬更高的工作，缺乏替代这些员工的渠道，而其他受访者则谈到各级都出现了劳动力短缺。</blockquote></p><p> <b>ARGUING FOR A BETTER-THAN-EXPECTED REPORT</b>:</p><p><blockquote><b>争取一份好于预期的报告</b>:</blockquote></p><p></p><p> <ul>  <li><b>End of federal enhanced unemployment beneﬁts</b>. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.<b>Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.</b>Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).</li> </ul> <img src=\"https://static.tigerbbs.com/fa8e5900cf66c76d4b64055f84e58048\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>联邦增强失业救济金的终止</b>.一些州的联邦福利到期提高了夏季的劳动力供应和就业率，所有剩余的此类计划都于9月5日到期。7 月和 8 月显示，从 6 月到 8 月，失去 300 美元充值付款的工人的求职概率累计增加了 6 个百分点，失去所有福利的工人的求职概率累计增加了 12 个百分点。<b>9 月 5 日失去部分或全部福利的 600 万工人中，有一些人在 9 月 18 日找到了工作--及时计入明天的数据。</b>高盛假设这一渠道将推动就业增长+20万人，随后的报告将有更大的增长（截至年底累计+130万人）。</li></ul></blockquote></p><p> <ul>  <li><b>School reopening</b>. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.</li> </ul> <img src=\"https://static.tigerbbs.com/ff3e69723b40e0d372ec2bebecb38b1f\" tg-width=\"799\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>学校复课</b>最大的100个学区都开放面对面学习，促使许多以前休假的教师和辅助人员重返校园。虽然就业水平的完全正常化将提供60万个工作岗位（mom sa，见下图左图），但由于混合教学模式，一些看门人和辅助人员没有返回，该部门的职位空缺仅比危机前的水平高出20万个（见右图）。与此相关的是，在其他条件相同的情况下，劳工统计局的季节性因素已经包含了教育工作者通常在夏季裁员时重新招聘的情况，因此，如果重返工作岗位的清洁工少于典型的 9 月份，这将降低经季节性调整后的就业增长。综合来看，在明天的报告中，学校重新开放将带来大约 15 万人的增长。</li></ul></blockquote></p><p> <ul>  <li><b>Job availability</b>. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.</li>  <li><b>ADP.</b>Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.</li> </ul> <b>ARGUING FOR A WEAKER-THAN-EXPECTED REPORT:</b></p><p><blockquote><ul><li><b>工作可用性</b>世界大型企业联合会劳动力差异——认为工作机会充足的受访者和认为工作机会很难找到的受访者之间的差异——从44.4%降至42.5%，仍然是一个较高的水平。此外，JOLTS 7月份职位空缺增加了74.9万个，达到1090万个的新高。</li><li><b>ADP。</b>ADP报告中的私营部门就业人数在9月份增加了56.8万人，高于市场普遍预期的43万人，这意味着基础ADP样本的强劲增长。此外，学校通常不使用ADP工资软件，认为在官方工资衡量标准中，学校重新开放会带来更大的收益。</li></ul><b>主张报告弱于预期：</b></blockquote></p><p> <ul>  <li><b>Delta variant.</b>Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.</li>  <li><b>Employer surveys</b>. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.</li> </ul> <b>NEUTRAL FACTORS:</b></p><p><blockquote><ul><li><b>德尔塔变异毒株.</b>8 月份新冠感染率反弹给服务消费和劳动力市场带来压力。虽然美国病例数在9月初开始下降，但开放餐桌的餐厅座位仅略有反弹。9 月份休闲和酒店业就业人数有所增长，但可能不会达到 6 月和 7 月每月约 40 万人的增长速度。</li><li><b>雇主调查</b>我们的商业调查中的就业组成部分持平或下降，而我们和共识预测就业增长将回升。高盛服务业调查就业跟踪指数保持在 54.5 不变，制造业调查就业跟踪指数下降 0.4 个百分点至 57.8。高盛分析师指数 (GSAI) 下降 0.8% 至 68.5，而就业成分上升 1.9% 至 71.9。</li></ul><b>中性因素：</b></blockquote></p><p></p><p> <ul>  <li><b>Big Data.</b>High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.</li>  <li><b>Seasonality.</b>The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).</li>  <li><b>Jobless claims.</b>Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.</li>  <li><b>Job cuts.</b>Announced layoffs reported by Challenger, Gray &amp; Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).</li> </ul></p><p><blockquote><ul><li><b>大数据。</b>8 月至 9 月调查周期间，劳动力市场的高频数据好坏参半，对就业增长的基本速度几乎没有提供指导。跟踪的五项指标中有三项显示增幅达到或高于共识（人口普查小企业脉冲+50万，ADP+60万，谷歌移动+200万），但Homebase数据是下行的异常值。从表面上看，这将表明就业人数大幅下降。人口普查家庭脉搏（-60万）也相当疲软，尽管令人鼓舞，但它也表明随着学校重新开放，与儿童保育相关的劳动力供应逆风大幅下降。</li><li><b>季节性。</b>9月份的季节性障碍相对较低：BLS调整因素通常假设私人就业人数（不包括公立学校）下降60-70万人，而7月和8月的平均就业人数约为-10万人。持续的劳动力短缺鼓励企业在夏季结束时减少裁员。9 月份的季节性因素可能因危机而发生了不利的演变，这在一定程度上抵消了这一推动力--特别是与去年 9 月份重新开放推动的就业激增相吻合（私人就业人数 +93.2 万 mom sa）。</li><li><b>申请失业救济金。</b>尽管个人过渡到或试图过渡到国家计划，但9月份的首次申请失业救济人数有所上升，平均每周为33.9万人，而8月份为37.8万人。在包括紧急福利在内的所有员工计划中，持续索赔大幅下降（-330万）——但同样是因为非经济原因（联邦增强型计划到期）。从调查周到调查周，常规州项目的持续申请减少了10.6万人。</li><li><b>裁员。</b>Challenger、Gray &amp; Christmas 报告的宣布裁员人数在前两个月下降 14% 后，9 月份环比反弹 11%（SA by GS）。尽管如此，这一指标的裁员仍接近三十年来的最低点（1993 年）。</li></ul></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>September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9 月份就业预览：这将是一个节拍，问题是有多大</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\">\nSeptember Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9 月份就业预览：这将是一个节拍，问题是有多大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-10-08 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.</p><p><blockquote>在强劲的初始申请失业救济金报告和稳健的 ADP 私人就业数据之后，所有人的目光都转向了本周和本月最重要的经济数据点，即美国东部时间周五上午 8:30 发布的周五非农就业报告，普遍预计将有 50 万人就业，是上个月令人失望的 23.5 万人就业的两倍多，失业率将降至 5.1%，平均时薪将增至 4.6%。与上个月不同，当时我们正确预测了 8 月份就业人数的重大失误，这次我们同意明天的报告将是一个打击，唯一的问题是有多大。</blockquote></p><p> Here is a snapshot of what to expect tomorrow:</p><p><blockquote>以下是明天的快照：</blockquote></p><p> <ul>  <li>Total Payrolls: 500K, Last 235K</li>  <li>Private Payrolls: 450K, Last 243K</li>  <li>Unemployment Rate: 5.1%, Last 5.2%</li>  <li>Labor force participation rate: 61.8%, Last 61.7%</li>  <li>Average Hourly Earnings Y/Y: 4.6%, Last 4.3%</li>  <li>Average Weekly Hours: 34.7, Last 34.7</li> </ul> As&nbsp;Newsquawk&nbsp;writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.</p><p><blockquote><ul><li>总就业人数：50万，最后23.5万</li><li>私人就业人数：45万，最后24.3万</li><li>失业率：5.1%，去年5.2%</li><li>劳动力参与率：61.8%，去年61.7%</li><li>平均每小时收益同比：4.6%，去年 4.3%</li><li>平均每周小时数：34.7，最近34.7</li></ul>正如 Newsquawk 在其 NFP 预览中所写的那样，9 月份的就业数据是美联储 11 月 3 日政策会议前的最后一份数据，它将以美联储预期宣布缩减规模为背景，而一份令人满意的报告可能就足以让联邦公开市场委员会 (FOMC) 在 11 月份宣布缩减每月 1200 亿美元的资产购买规模。</blockquote></p><p> Goldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong,&nbsp;<b>and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"</b>As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.</p><p><blockquote>高盛经济学家比正常情况更加乐观，估计 9 月份非农就业人数增加 60 万人，高于 +50 万人的共识，他们指出“劳动力需求仍然非常强劲，<b>我们相信，9 月 5 日全国范围内增加的失业救济金到期促进了有效劳动力供应和就业增长——就像 7 月和 8 月提前结束联邦福利的州所做的那样。”</b>因此，高盛预计明天的数字将增加 20 万，10 月份的数字将增加更多。该银行还认为，学校的重新开放促进了9月份就业岗位的增长，增加了约15万个。尽管有这些有利因素，大数据就业信号好坏参半，餐饮活动仅小幅反弹。</blockquote></p><p> Labor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.</p><p><blockquote>本月劳动力市场指标具有建设性： 尽管分析师们继续指出，官方数据与 ADP 指标之间的直接关系很脆弱，但在过去三份报告中，官方数据与 ADP 指标之间的直接关系很脆弱。在 8 月至 9 月就业数据调查期间，首次申请失业救济人数和持续申请失业救济人数有所回落，尽管分析师指出，最近公布的数据显示申请失业救济人数上升，这可能会给前景蒙上阴影。ISM商业调查显示本月就业增长，制造业就业再次进入增长区域，但服务业招聘本月略有降温，但仍保持扩张性；调查评论继续暗示劳动力市场紧张。美国劳工统计局将于10月8日英国夏令时13:30/美国东部时间08:30发布9月份就业形势报告。</blockquote></p><p> <b>POLICY</b>: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.</p><p><blockquote><b>政策</b>：鉴于美联储官员已有效确认，除非就业数据暴跌，否则美联储将在 11 月 3 日的会议上宣布缩减资产购买规模，因此 9 月份就业报告可能会降低其对交易条件的相关性。因此，交易风险可能会向下行倾斜，而不是向上行倾斜，因为就业数据的大幅下降可能会给美联储宣布缩减规模带来障碍。此外，值得认识到华盛顿提高债务上限的努力是如何取得进展的；到目前为止，官员们尚未达成协议，并正在制定权宜之计立法，以允许在 12 月之前提供资金；有分析师暗示，面对潜在的违约风险，美联储可能不愿收紧政策。</blockquote></p><p> <b>PAYROLLS:</b>The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).<b>Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.</b></p><p><blockquote><b>工资单：</b>共识预计9月份美国经济将增加50万非农就业人数（上一篇。23.5万），这将是一个比三个月和六个月平均增长率更冷的增长率，尽管与12个月的平均水平一致（3个月平均水平为75万/月，6个月平均水平为65.3万/月，12个月平均水平为50.3万/月——从技术上讲，这至少表明最近几个月的就业增长率有所提高）。<b>汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍然失业。</b></blockquote></p><p></p><p> <b>MEASURES OF SLACK:</b>The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.</p><p><blockquote><b>松弛的度量：</b>失业率预计为5.1%（之前为5.2%）；劳动力参与率此前为61.7%，而大流行前为63.2%；U6 就业不足指标此前为 8.8%，而大流行前为 7.0%；就业人口比率此前为58.5%，而疫情前为61.1%。这些松弛的衡量标准可能会让人们更深入地了解美联储官员如何判断劳动力市场的进展，近几个月来，许多官员指出，他们正在密切关注就业不足率、参与率和就业与人口比率，以更好地处理经济中仍然存在的松弛程度。分析师们会受到鼓舞，因为这些数字越接近大流行前的水平。</blockquote></p><p> <b>EARNINGS:</b>Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.</p><p><blockquote><b>收益：</b>平均每小时收益预计为 +0.4%（之前为 +0.6%）；平均小时收益预计同比+4.6%（前值+4.3%）；平均每周工作时间预计为34.7小时（以前。34.7小时）.汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍然失业。</blockquote></p><p> <b>ADP:</b>The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure &amp; Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"</p><p><blockquote><b>ADP：</b>ADP全国就业报告显示，9月份美国经济新增就业岗位56.8万个，高于预期的42.8万个，增速好于之前的34万个（从最初报告的37.4万个下调）。ADP本身表示，尽管第二季度的74.8万个工作岗位增加速度明显放缓，但劳动力市场复苏继续取得进展。它还指出，休闲和酒店业仍然是复苏的最大受益者之一，尽管表示招聘仍然受到疫情轨迹的严重影响，特别是对小公司而言。ADP认为，随着疫情形势的持续改善，当前的招聘瓶颈可能会消失，这可能会为未来几个月的稳健就业增长创造条件。在数据方法方面，分析师继续指出，ADP的模型纳入了许多以前的官方就业数据、其他宏观经济变量以及来自其自己的就业平台的数据；万神殿宏观经济学表示：“由于德尔塔变异毒株对服务业的打击，8 月份就业人数疲软，这种疲软可能会限制 ADP 数据。”“因此，与共识的超调表明，ADP模型的其他输入比我们预期的要强，但没有公布任何细节，因此我们不知道超调是模型驱动的，还是由于ADP客户的就业数据更强劲”。</blockquote></p><p> <b>INITIAL JOBLESS CLAIMS:</b>Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.</p><p><blockquote><b>首次申请失业救济人数：</b>与 BLS 就业报告调查窗口相吻合的一周首次申请失业救济人数约为 35.1 万人，与 8 月份就业数据调查窗口的 34.9 万人几乎没有变化，分析师表示，季节性因素在提振每周数据方面发挥了作用，而可能存在一些挥之不去的飓风艾达的影响；相应的持续索赔数据在9月份调查期间降至280.2万份，而8月份调查期间为290.8万份。总体而言，数据继续指向下降趋势，尽管最近几周申请失业救济人数的水平再次回升。</blockquote></p><p> <b>BUSINESS SURVEYS</b>: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.</p><p><blockquote><b>商业调查</b>: 9 月份服务业和制造业 ISM 报告显示了不同的趋势，服务业就业分项指数从 53.7 小幅放缓至 53.0，表明增长，但速度较慢，而制造业就业分项指数回升至扩张区域，从之前的 49.0 升至 50.2。在制造业方面，ISM 表示，企业仍在努力实现劳动力管理计划，但指出与前几个月相比有一些适度的进展迹象：“不到 5% 的评论指出就业有所改善，而 8 月份则没有，”它表示，“绝大多数小组成员表示他们的公司正在招聘或试图招聘，”其中约 85% 的回答是关于寻求额外的员工，而近一半的受访者表示难以填补职位，这一比例较 8 月份有所增加。ISM 表示：“有关离职率和退休的评论越来越频繁，延续了 8 月份开始的趋势。”与此同时，服务业就业活动连续第三个月上升；受访者指出，员工纷纷涌向薪酬更高的工作，缺乏替代这些员工的渠道，而其他受访者则谈到各级都出现了劳动力短缺。</blockquote></p><p> <b>ARGUING FOR A BETTER-THAN-EXPECTED REPORT</b>:</p><p><blockquote><b>争取一份好于预期的报告</b>:</blockquote></p><p></p><p> <ul>  <li><b>End of federal enhanced unemployment beneﬁts</b>. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.<b>Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.</b>Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).</li> </ul> <img src=\"https://static.tigerbbs.com/fa8e5900cf66c76d4b64055f84e58048\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>联邦增强失业救济金的终止</b>.一些州的联邦福利到期提高了夏季的劳动力供应和就业率，所有剩余的此类计划都于9月5日到期。7 月和 8 月显示，从 6 月到 8 月，失去 300 美元充值付款的工人的求职概率累计增加了 6 个百分点，失去所有福利的工人的求职概率累计增加了 12 个百分点。<b>9 月 5 日失去部分或全部福利的 600 万工人中，有一些人在 9 月 18 日找到了工作--及时计入明天的数据。</b>高盛假设这一渠道将推动就业增长+20万人，随后的报告将有更大的增长（截至年底累计+130万人）。</li></ul></blockquote></p><p> <ul>  <li><b>School reopening</b>. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.</li> </ul> <img src=\"https://static.tigerbbs.com/ff3e69723b40e0d372ec2bebecb38b1f\" tg-width=\"799\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>学校复课</b>最大的100个学区都开放面对面学习，促使许多以前休假的教师和辅助人员重返校园。虽然就业水平的完全正常化将提供60万个工作岗位（mom sa，见下图左图），但由于混合教学模式，一些看门人和辅助人员没有返回，该部门的职位空缺仅比危机前的水平高出20万个（见右图）。与此相关的是，在其他条件相同的情况下，劳工统计局的季节性因素已经包含了教育工作者通常在夏季裁员时重新招聘的情况，因此，如果重返工作岗位的清洁工少于典型的 9 月份，这将降低经季节性调整后的就业增长。综合来看，在明天的报告中，学校重新开放将带来大约 15 万人的增长。</li></ul></blockquote></p><p> <ul>  <li><b>Job availability</b>. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.</li>  <li><b>ADP.</b>Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.</li> </ul> <b>ARGUING FOR A WEAKER-THAN-EXPECTED REPORT:</b></p><p><blockquote><ul><li><b>工作可用性</b>世界大型企业联合会劳动力差异——认为工作机会充足的受访者和认为工作机会很难找到的受访者之间的差异——从44.4%降至42.5%，仍然是一个较高的水平。此外，JOLTS 7月份职位空缺增加了74.9万个，达到1090万个的新高。</li><li><b>ADP。</b>ADP报告中的私营部门就业人数在9月份增加了56.8万人，高于市场普遍预期的43万人，这意味着基础ADP样本的强劲增长。此外，学校通常不使用ADP工资软件，认为在官方工资衡量标准中，学校重新开放会带来更大的收益。</li></ul><b>主张报告弱于预期：</b></blockquote></p><p> <ul>  <li><b>Delta variant.</b>Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.</li>  <li><b>Employer surveys</b>. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.</li> </ul> <b>NEUTRAL FACTORS:</b></p><p><blockquote><ul><li><b>德尔塔变异毒株.</b>8 月份新冠感染率反弹给服务消费和劳动力市场带来压力。虽然美国病例数在9月初开始下降，但开放餐桌的餐厅座位仅略有反弹。9 月份休闲和酒店业就业人数有所增长，但可能不会达到 6 月和 7 月每月约 40 万人的增长速度。</li><li><b>雇主调查</b>我们的商业调查中的就业组成部分持平或下降，而我们和共识预测就业增长将回升。高盛服务业调查就业跟踪指数保持在 54.5 不变，制造业调查就业跟踪指数下降 0.4 个百分点至 57.8。高盛分析师指数 (GSAI) 下降 0.8% 至 68.5，而就业成分上升 1.9% 至 71.9。</li></ul><b>中性因素：</b></blockquote></p><p></p><p> <ul>  <li><b>Big Data.</b>High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.</li>  <li><b>Seasonality.</b>The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).</li>  <li><b>Jobless claims.</b>Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.</li>  <li><b>Job cuts.</b>Announced layoffs reported by Challenger, Gray &amp; Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).</li> </ul></p><p><blockquote><ul><li><b>大数据。</b>8 月至 9 月调查周期间，劳动力市场的高频数据好坏参半，对就业增长的基本速度几乎没有提供指导。跟踪的五项指标中有三项显示增幅达到或高于共识（人口普查小企业脉冲+50万，ADP+60万，谷歌移动+200万），但Homebase数据是下行的异常值。从表面上看，这将表明就业人数大幅下降。人口普查家庭脉搏（-60万）也相当疲软，尽管令人鼓舞，但它也表明随着学校重新开放，与儿童保育相关的劳动力供应逆风大幅下降。</li><li><b>季节性。</b>9月份的季节性障碍相对较低：BLS调整因素通常假设私人就业人数（不包括公立学校）下降60-70万人，而7月和8月的平均就业人数约为-10万人。持续的劳动力短缺鼓励企业在夏季结束时减少裁员。9 月份的季节性因素可能因危机而发生了不利的演变，这在一定程度上抵消了这一推动力--特别是与去年 9 月份重新开放推动的就业激增相吻合（私人就业人数 +93.2 万 mom sa）。</li><li><b>申请失业救济金。</b>尽管个人过渡到或试图过渡到国家计划，但9月份的首次申请失业救济人数有所上升，平均每周为33.9万人，而8月份为37.8万人。在包括紧急福利在内的所有员工计划中，持续索赔大幅下降（-330万）——但同样是因为非经济原因（联邦增强型计划到期）。从调查周到调查周，常规州项目的持续申请减少了10.6万人。</li><li><b>裁员。</b>Challenger、Gray &amp; Christmas 报告的宣布裁员人数在前两个月下降 14% 后，9 月份环比反弹 11%（SA by GS）。尽管如此，这一指标的裁员仍接近三十年来的最低点（1993 年）。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135993400","content_text":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.\nHere is a snapshot of what to expect tomorrow:\n\nTotal Payrolls: 500K, Last 235K\nPrivate Payrolls: 450K, Last 243K\nUnemployment Rate: 5.1%, Last 5.2%\nLabor force participation rate: 61.8%, Last 61.7%\nAverage Hourly Earnings Y/Y: 4.6%, Last 4.3%\nAverage Weekly Hours: 34.7, Last 34.7\n\nAs Newsquawk writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.\nGoldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong, and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.\nLabor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.\nPOLICY: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.\nPAYROLLS:The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.\nMEASURES OF SLACK:The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.\nEARNINGS:Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.\nADP:The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure & Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"\nINITIAL JOBLESS CLAIMS:Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.\nBUSINESS SURVEYS: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.\nARGUING FOR A BETTER-THAN-EXPECTED REPORT:\n\nEnd of federal enhanced unemployment beneﬁts. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).\n\n\n\nSchool reopening. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.\n\n\n\nJob availability. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.\nADP.Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.\n\nARGUING FOR A WEAKER-THAN-EXPECTED REPORT:\n\nDelta variant.Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.\nEmployer surveys. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.\n\nNEUTRAL FACTORS:\n\nBig Data.High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.\nSeasonality.The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).\nJobless claims.Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.\nJob cuts.Announced layoffs reported by Challenger, Gray & Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840248193,"gmtCreate":1635653244106,"gmtModify":1635653244106,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840248193","repostId":"1104228860","repostType":4,"isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843496890,"gmtCreate":1635847492528,"gmtModify":1635847492528,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843496890","repostId":"2180020937","repostType":4,"repost":{"id":"2180020937","kind":"news","pubTimestamp":1635846331,"share":"https://www.laohunote.com/m/news/2180020937?lang=zh_CN&edition=full","pubTime":"2021-11-02 17:45","market":"us","language":"en","title":"Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2180020937","media":"MoneyWise","summary":"Inflation is high. You might as well profit from it.High inflation rates in the country have become a serious concern on Wall Street.But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.In a 1981 letter to Berkshire shareholders, Buffett highlighted tw","content":"<p>Inflation is high. You might as well profit from it.</p><p><blockquote>通货膨胀很高。你还不如从中获利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/143c38befb27f09743294aafaffbe94a\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> High inflation rates in the country have become a serious concern on Wall Street.</p><p><blockquote>该国的高通胀率已成为华尔街的一个严重担忧。</blockquote></p><p> But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.</p><p><blockquote>但对于普通投资者来说幸运的是，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在应对这种环境方面拥有丰富的经验。</blockquote></p><p> Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.</p><p><blockquote>巴菲特在 20 世纪 70 年代两位数通货膨胀率时期管理着股票投资组合，并且对于消费者价格飙升时应该持有什么有很多建议。</blockquote></p><p> In a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.</p><p><blockquote>在 1981 年写给伯克希尔股东的一封信中，巴菲特强调了使企业能够很好地适应通货膨胀环境的两个特征：1）轻松提高价格的能力，以及 2）承接更多业务的能力，而不必花太多钱才能做到这一点。</blockquote></p><p> In other words, aim to invest in asset-light businesses with pricing power.</p><p><blockquote>换句话说，目标是投资具有定价权的轻资产业务。</blockquote></p><p> Let’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.</p><p><blockquote>让我们快速了解一下符合这一描述的三家公司。其中一个（或全部）可能值得用你的闲钱购买。</blockquote></p><p> <b>Nike (NKE)</b></p><p><blockquote><b>耐克（NKE）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a24fd7cb9b4e01313c7bb848af6da9d\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>TY Lim/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>泰·林/Shutterstock</span></p></blockquote></p><p> Nike is a global footwear powerhouse that commands high customer loyalty.</p><p><blockquote>耐克是全球鞋类巨头，拥有很高的客户忠诚度。</blockquote></p><p> Customers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.</p><p><blockquote>顾客愿意为勒布朗·詹姆斯和迈克尔·乔丹等知名运动员的标志性装备支付高价。</blockquote></p><p> Despite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.</p><p><blockquote>尽管面临通胀压力，耐克仍继续扩大毛利率，并实现了远高于 30% 的稳健股本回报率。</blockquote></p><p> The company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.</p><p><blockquote>该公司还在日益数字化、直接面向消费者的商业模式中捕捉其产品的全部价格。</blockquote></p><p> Management believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.</p><p><blockquote>管理层认为，到2025年，数字销售可能会继续从目前占收入的20%增长到约40%。价格上涨最早可能在明年开始。</blockquote></p><p> Amazingly, profit margins may keep expanding, even as operating costs rise with inflation.</p><p><blockquote>令人惊讶的是，即使运营成本随着通货膨胀而上升，利润率也可能继续扩大。</blockquote></p><p> Nike shares are up about 19% so far in 2021.</p><p><blockquote>2021 年迄今为止，耐克股价上涨了约 19%。</blockquote></p><p> <b>Apple (AAPL)</b></p><p><blockquote><b>苹果（AAPL）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22460a66469a2da0380edd32d454c84\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Vytautas Kielaitis/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>维陶塔斯·基莱蒂斯/Shutterstock</span></p></blockquote></p><p> Global demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.</p><p><blockquote>全球对苹果高价硬件的需求正在增长，其高利润苹果服务的采用率也在增长。</blockquote></p><p> Strong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.</p><p><blockquote>强大的品牌形象、用户友好性和各种完全集成的产品都是不会很快消失的强大属性。</blockquote></p><p> Customers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.</p><p><blockquote>顾客根本无法生活在苹果生态系统之外。随着通胀飙升，这家科技巨头在定价方面有了更大的自由度。</blockquote></p><p> The company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.</p><p><blockquote>该公司最新的 M1 芯片将逐步取代英特尔在每台 Mac 中的 CPU，这凸显了其不断创新的承诺。</blockquote></p><p> Apple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.</p><p><blockquote>不可否认，苹果有能力将不断上涨的成本转嫁给全球消费者群体，而不会造成销量的重大损失。</blockquote></p><p> Warren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.</p><p><blockquote>巴菲特允许苹果在伯克希尔-哈撒韦公司投资组合中的份额增长到 40%，这是有充分理由的： 该公司在所有经济周期中都能保持利润增长。</blockquote></p><p> Apple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.</p><p><blockquote>苹果今年迄今已上涨约 13%，交易价格接近每股 150 美元。但是，如果你对加入目前的水平持观望态度，有些应用程序可能会因为你注册而免费分享苹果。</blockquote></p><p> <b>Levi Strauss &amp; Co. (LEVI)</b></p><p><blockquote><b>李维斯公司（列维）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71b31165e275a966ad050139a054c73a\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>dean bertoncelj/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>迪恩·贝尔通塞尔J/Shutterstock</span></p></blockquote></p><p> A market leader in the denim business, Levi Strauss has been firing on all cylinders of late.</p><p><blockquote>作为牛仔布行业的市场领导者，李维斯最近一直在全力以赴。</blockquote></p><p> Specifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.</p><p><blockquote>具体来说，其知名品牌和灵活的商业模式使管理层能够在不牺牲定价权的情况下增长营收。</blockquote></p><p> In the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.</p><p><blockquote>最近一个季度，收入增长了 41%，调整后毛利率提高了 390 个基点，达到 57.5%。</blockquote></p><p> In fact, management proactively started adjusting its pricing for inflation back in 2020.</p><p><blockquote>事实上，管理层早在2020年就开始根据通货膨胀主动调整定价。</blockquote></p><p> The company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.</p><p><blockquote>该公司还从24个不同的国家采购原材料。这种供应链多元化为李维斯在危机时期提供了足够的灵活性。</blockquote></p><p> Levi shares are up more than 30% in 2021.</p><p><blockquote>Levi 股价在 2021 年上涨超过 30%。</blockquote></p><p> <b>The ultimate 'forever asset'?</b></p><p><blockquote><b>终极“永恒资产”？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d520eb27cdf18f25a787cd9145eb1b\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>MNStudio/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>MNStudio/Shutterstock</span></p></blockquote></p><p> Warren Buffett once said that his favorite holding period is forever.</p><p><blockquote>沃伦·巴菲特曾经说过，他最喜欢的持有期是永远。</blockquote></p><p> But forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.</p><p><blockquote>但永远是一段很长的时间，由于公司会兴衰，通过从不出售股票来增加财富可能不是最佳策略。</blockquote></p><p> But there might be one inflation safe haven that's worth holding forever — U.S. farmland.</p><p><blockquote>但可能有一个值得永远持有的通胀避风港——美国农田。</blockquote></p><p></p><p> No matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.</p><p><blockquote>无论消费价格上涨多高或多快，人们仍然需要吃饭。而巴菲特的好朋友比尔-盖茨恰好是美国最大的私人农田所有者。</blockquote></p><p> These days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.</p><p><blockquote>如今，新的平台允许你通过入股你选择的农场来投资美国农田。</blockquote></p><p> You’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.</p><p><blockquote>您将从租赁费和农作物销售中获得现金收入。当然，除此之外，您还将从任何长期升值中受益。</blockquote></p><p> <i>This article provides information only and should not be construed as advice. It is provided without warranty of any kind.</i></p><p><blockquote><i>本文仅提供信息，不应被解释为建议。它不提供任何形式的担保。</i></blockquote></p><p></p>","source":"lsy1621813427262","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>Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MoneyWise</strong><span class=\"h-time small\">2021-11-02 17:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Inflation is high. You might as well profit from it.</p><p><blockquote>通货膨胀很高。你还不如从中获利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/143c38befb27f09743294aafaffbe94a\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> High inflation rates in the country have become a serious concern on Wall Street.</p><p><blockquote>该国的高通胀率已成为华尔街的一个严重担忧。</blockquote></p><p> But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.</p><p><blockquote>但对于普通投资者来说幸运的是，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在应对这种环境方面拥有丰富的经验。</blockquote></p><p> Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.</p><p><blockquote>巴菲特在 20 世纪 70 年代两位数通货膨胀率时期管理着股票投资组合，并且对于消费者价格飙升时应该持有什么有很多建议。</blockquote></p><p> In a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.</p><p><blockquote>在 1981 年写给伯克希尔股东的一封信中，巴菲特强调了使企业能够很好地适应通货膨胀环境的两个特征：1）轻松提高价格的能力，以及 2）承接更多业务的能力，而不必花太多钱才能做到这一点。</blockquote></p><p> In other words, aim to invest in asset-light businesses with pricing power.</p><p><blockquote>换句话说，目标是投资具有定价权的轻资产业务。</blockquote></p><p> Let’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.</p><p><blockquote>让我们快速了解一下符合这一描述的三家公司。其中一个（或全部）可能值得用你的闲钱购买。</blockquote></p><p> <b>Nike (NKE)</b></p><p><blockquote><b>耐克（NKE）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a24fd7cb9b4e01313c7bb848af6da9d\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>TY Lim/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>泰·林/Shutterstock</span></p></blockquote></p><p> Nike is a global footwear powerhouse that commands high customer loyalty.</p><p><blockquote>耐克是全球鞋类巨头，拥有很高的客户忠诚度。</blockquote></p><p> Customers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.</p><p><blockquote>顾客愿意为勒布朗·詹姆斯和迈克尔·乔丹等知名运动员的标志性装备支付高价。</blockquote></p><p> Despite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.</p><p><blockquote>尽管面临通胀压力，耐克仍继续扩大毛利率，并实现了远高于 30% 的稳健股本回报率。</blockquote></p><p> The company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.</p><p><blockquote>该公司还在日益数字化、直接面向消费者的商业模式中捕捉其产品的全部价格。</blockquote></p><p> Management believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.</p><p><blockquote>管理层认为，到2025年，数字销售可能会继续从目前占收入的20%增长到约40%。价格上涨最早可能在明年开始。</blockquote></p><p> Amazingly, profit margins may keep expanding, even as operating costs rise with inflation.</p><p><blockquote>令人惊讶的是，即使运营成本随着通货膨胀而上升，利润率也可能继续扩大。</blockquote></p><p> Nike shares are up about 19% so far in 2021.</p><p><blockquote>2021 年迄今为止，耐克股价上涨了约 19%。</blockquote></p><p> <b>Apple (AAPL)</b></p><p><blockquote><b>苹果（AAPL）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22460a66469a2da0380edd32d454c84\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Vytautas Kielaitis/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>维陶塔斯·基莱蒂斯/Shutterstock</span></p></blockquote></p><p> Global demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.</p><p><blockquote>全球对苹果高价硬件的需求正在增长，其高利润苹果服务的采用率也在增长。</blockquote></p><p> Strong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.</p><p><blockquote>强大的品牌形象、用户友好性和各种完全集成的产品都是不会很快消失的强大属性。</blockquote></p><p> Customers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.</p><p><blockquote>顾客根本无法生活在苹果生态系统之外。随着通胀飙升，这家科技巨头在定价方面有了更大的自由度。</blockquote></p><p> The company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.</p><p><blockquote>该公司最新的 M1 芯片将逐步取代英特尔在每台 Mac 中的 CPU，这凸显了其不断创新的承诺。</blockquote></p><p> Apple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.</p><p><blockquote>不可否认，苹果有能力将不断上涨的成本转嫁给全球消费者群体，而不会造成销量的重大损失。</blockquote></p><p> Warren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.</p><p><blockquote>巴菲特允许苹果在伯克希尔-哈撒韦公司投资组合中的份额增长到 40%，这是有充分理由的： 该公司在所有经济周期中都能保持利润增长。</blockquote></p><p> Apple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.</p><p><blockquote>苹果今年迄今已上涨约 13%，交易价格接近每股 150 美元。但是，如果你对加入目前的水平持观望态度，有些应用程序可能会因为你注册而免费分享苹果。</blockquote></p><p> <b>Levi Strauss &amp; Co. (LEVI)</b></p><p><blockquote><b>李维斯公司（列维）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71b31165e275a966ad050139a054c73a\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>dean bertoncelj/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>迪恩·贝尔通塞尔J/Shutterstock</span></p></blockquote></p><p> A market leader in the denim business, Levi Strauss has been firing on all cylinders of late.</p><p><blockquote>作为牛仔布行业的市场领导者，李维斯最近一直在全力以赴。</blockquote></p><p> Specifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.</p><p><blockquote>具体来说，其知名品牌和灵活的商业模式使管理层能够在不牺牲定价权的情况下增长营收。</blockquote></p><p> In the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.</p><p><blockquote>最近一个季度，收入增长了 41%，调整后毛利率提高了 390 个基点，达到 57.5%。</blockquote></p><p> In fact, management proactively started adjusting its pricing for inflation back in 2020.</p><p><blockquote>事实上，管理层早在2020年就开始根据通货膨胀主动调整定价。</blockquote></p><p> The company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.</p><p><blockquote>该公司还从24个不同的国家采购原材料。这种供应链多元化为李维斯在危机时期提供了足够的灵活性。</blockquote></p><p> Levi shares are up more than 30% in 2021.</p><p><blockquote>Levi 股价在 2021 年上涨超过 30%。</blockquote></p><p> <b>The ultimate 'forever asset'?</b></p><p><blockquote><b>终极“永恒资产”？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d520eb27cdf18f25a787cd9145eb1b\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>MNStudio/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>MNStudio/Shutterstock</span></p></blockquote></p><p> Warren Buffett once said that his favorite holding period is forever.</p><p><blockquote>沃伦·巴菲特曾经说过，他最喜欢的持有期是永远。</blockquote></p><p> But forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.</p><p><blockquote>但永远是一段很长的时间，由于公司会兴衰，通过从不出售股票来增加财富可能不是最佳策略。</blockquote></p><p> But there might be one inflation safe haven that's worth holding forever — U.S. farmland.</p><p><blockquote>但可能有一个值得永远持有的通胀避风港——美国农田。</blockquote></p><p></p><p> No matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.</p><p><blockquote>无论消费价格上涨多高或多快，人们仍然需要吃饭。而巴菲特的好朋友比尔-盖茨恰好是美国最大的私人农田所有者。</blockquote></p><p> These days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.</p><p><blockquote>如今，新的平台允许你通过入股你选择的农场来投资美国农田。</blockquote></p><p> You’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.</p><p><blockquote>您将从租赁费和农作物销售中获得现金收入。当然，除此之外，您还将从任何长期升值中受益。</blockquote></p><p> <i>This article provides information only and should not be construed as advice. It is provided without warranty of any kind.</i></p><p><blockquote><i>本文仅提供信息，不应被解释为建议。它不提供任何形式的担保。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://moneywise.com/investing/stocks/warren-buffett-inflation-stocks\">MoneyWise</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":{"BRK.A":"伯克希尔","LEVI":"李维斯","AAPL":"苹果","BRK.B":"伯克希尔B","INTC":"英特尔","NKE":"耐克"},"source_url":"https://moneywise.com/investing/stocks/warren-buffett-inflation-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180020937","content_text":"Inflation is high. You might as well profit from it.\n\nHigh inflation rates in the country have become a serious concern on Wall Street.\nBut fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.\nBuffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.\nIn a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.\nIn other words, aim to invest in asset-light businesses with pricing power.\nLet’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.\nNike (NKE)\nTY Lim/Shutterstock\nNike is a global footwear powerhouse that commands high customer loyalty.\nCustomers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.\nDespite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.\nThe company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.\nManagement believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.\nAmazingly, profit margins may keep expanding, even as operating costs rise with inflation.\nNike shares are up about 19% so far in 2021.\nApple (AAPL)\nVytautas Kielaitis/Shutterstock\nGlobal demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.\nStrong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.\nCustomers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.\nThe company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.\nApple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.\nWarren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.\nApple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.\nLevi Strauss & Co. (LEVI)\ndean bertoncelj/Shutterstock\nA market leader in the denim business, Levi Strauss has been firing on all cylinders of late.\nSpecifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.\nIn the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.\nIn fact, management proactively started adjusting its pricing for inflation back in 2020.\nThe company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.\nLevi shares are up more than 30% in 2021.\nThe ultimate 'forever asset'?\nMNStudio/Shutterstock\nWarren Buffett once said that his favorite holding period is forever.\nBut forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.\nBut there might be one inflation safe haven that's worth holding forever — U.S. farmland.\nNo matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.\nThese days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.\nYou’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.\nThis article provides information only and should not be construed as advice. It is provided without warranty of any kind.","news_type":1,"symbols_score_info":{"INTC":0.9,"BRK.B":0.9,"AAPL":0.9,"NKE":0.9,"LEVI":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":4841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606918393,"gmtCreate":1638807997572,"gmtModify":1638807997650,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606918393","repostId":"1172118771","repostType":4,"repost":{"id":"1172118771","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638803122,"share":"https://www.laohunote.com/m/news/1172118771?lang=zh_CN&edition=full","pubTime":"2021-12-06 23:05","market":"us","language":"en","title":"Vaccine stocks mixed in morning trading<blockquote>疫苗股早盘涨跌互现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172118771","media":"Tiger Newspress","summary":"Vaccine stocks mixed in morning trading.Moderna and BioNTech SE plunged more than 12% while Johnson ","content":"<p>Vaccine&nbsp;stocks&nbsp;mixed&nbsp;in&nbsp;morning&nbsp;trading.Moderna and BioNTech SE plunged more than 12% while Johnson &amp; Johnson and&nbsp;AstraZeneca&nbsp;rose&nbsp;about 2%.</p><p><blockquote>疫苗股早盘涨跌互现。 Moderna 和 BioNTech SE 暴跌超过 12%，而强生和阿斯利康上涨约 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a026a8b3f73899e06c8e4913061f6618\" tg-width=\"410\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vaccine stocks mixed in morning trading<blockquote>疫苗股早盘涨跌互现</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\">\nVaccine stocks mixed in morning trading<blockquote>疫苗股早盘涨跌互现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-06 23:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Vaccine&nbsp;stocks&nbsp;mixed&nbsp;in&nbsp;morning&nbsp;trading.Moderna and BioNTech SE plunged more than 12% while Johnson &amp; Johnson and&nbsp;AstraZeneca&nbsp;rose&nbsp;about 2%.</p><p><blockquote>疫苗股早盘涨跌互现。 Moderna 和 BioNTech SE 暴跌超过 12%，而强生和阿斯利康上涨约 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a026a8b3f73899e06c8e4913061f6618\" tg-width=\"410\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","JNJ":"强生","PFE":"辉瑞","SNY":"赛诺菲安万特","GSK":"葛兰素史克","REGN":"再生元制药公司","MRK":"默沙东","LLY":"礼来","GILD":"吉利德科学","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172118771","content_text":"Vaccine stocks mixed in morning trading.Moderna and BioNTech SE plunged more than 12% while Johnson & Johnson and AstraZeneca rose about 2%.","news_type":1,"symbols_score_info":{"JNJ":0.9,"BNTX":0.9,"PFE":0.9,"LLY":0.9,"SNY":0.9,"MRNA":0.9,"GSK":0.9,"GILD":0.9,"REGN":0.9,"MRK":0.9}},"isVote":1,"tweetType":1,"viewCount":4811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828189236,"gmtCreate":1633865067729,"gmtModify":1633865067729,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828189236","repostId":"1115058296","repostType":4,"repost":{"id":"1115058296","kind":"news","pubTimestamp":1633787569,"share":"https://www.laohunote.com/m/news/1115058296?lang=zh_CN&edition=full","pubTime":"2021-10-09 21:52","market":"us","language":"en","title":"3 Surefire Stocks to Buy If There's a Stock Market Crash<blockquote>如果股市崩盘，值得购买的 3 只必备股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115058296","media":"Motley Fool","summary":"Most folks won't be thrilled to hear this, but a stock market crash or double-digit correction might","content":"<p>Most folks won't be thrilled to hear this, but a stock market crash or double-digit correction might be on the way.</p><p><blockquote>大多数人听到这个消息不会感到兴奋，但股市崩盘或两位数调整可能即将到来。</blockquote></p><p> To be crystal clear, no one can predict with any long-term accuracy precisely when a crash or correction will occur, how steep the decline will be, how long it'll last, or in many instances what'll precipitate the move lower in the broader market. But one thing is clear: Crashes and correction are a normal part of the investing cycle and the price of admission to the greatest wealth creator on the planet.</p><p><blockquote>需要明确的是，没有人能够长期准确地预测崩盘或调整何时会发生、下跌会有多严重、会持续多久，或者在许多情况下会导致大盘下跌。但有一点是明确的：崩盘和调整是投资周期的正常组成部分，也是加入地球上最伟大财富创造者的代价。</blockquote></p><p> History isn't the market's friend in the near term</p><p><blockquote>短期内历史不是市场的朋友</blockquote></p><p> At the moment, there are&nbsp;no shortage of tail&nbsp;winds&nbsp;for a stock market crash. In particular, history doesn't look to be the friend of the benchmark&nbsp;<b>S&amp;P 500</b>&nbsp;(SNPINDEX:^GSPC)over the short term.</p><p><blockquote>目前，股市崩盘并不缺乏顺风。特别是，历史看起来并不是基准的朋友<b>标普500</b>(SNPINDEX:^GSPC)短期内。</blockquote></p><p> For instance, the widely followed S&amp;P 500 has behaved similarly following each of its previous eight bear-market bottoms, dating back to 1960. Within three years of bouncing back from its trough, the S&amp;P 500 has always had one or two instances where it's declined by at least 10%. Rallying from a bear-market bottom is a bumpy process that takes time. With the broad-based index doubling in value in less than 17 months, there's a good chance we're long overdue for some \"bumps.\"</p><p><blockquote>例如，广受关注的标普500在自 1960 年以来的前八次熊市底部之后都表现得类似。在从低谷反弹的三年内，标普500总是有一两次至少下跌10%。从熊市底部反弹是一个坎坷的过程，需要时间。随着基础广泛的指数在不到 17 个月的时间里翻了一番，我们很可能早就应该出现一些“上涨”了。</blockquote></p><p> History is&nbsp;no fan of extended valuations, either. As of the close of business on Monday, Oct. 4, the S&amp;P 500's Shiller price-to-earnings ratio was north of 37. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. While access to information over the internet has helped expand P/E multiples since the mid-1990s, history is quite clear that bad things happen when the S&amp;P 500's Shiller P/E crosses above 30. In the previous four instances this has happened, the broad-based index shed at least 20% of its value.</p><p><blockquote>历史也不喜欢延长估值。截至 10 月 4 日星期一收盘，标准普尔 500 指数的席勒市盈率高于 37。席勒市盈率考虑了过去 10 年经通货膨胀调整后的收益。虽然自20世纪90年代中期以来，通过互联网获取信息有助于扩大市盈率，但历史非常清楚，当标准普尔500的席勒市盈率超过30时，坏事就会发生。在之前的四个例子中，基础广泛的指数损失了至少20%的价值。</blockquote></p><p> Even the history behind margin-debt usage is worrisome. Although it's perfectly normal for nominal margin debt outstanding to increase over time, it's&nbsp;not normal&nbsp;for margin-debt usage to skyrocket higher in a short time frame. There have been three instances since 1995 where margin-debt usage jumped by at least 60% in a given year. Two of these instances were directly before the dot-com bubble burst and the financial crisis began. The third instance is in 2021.</p><p><blockquote>甚至保证金债务使用背后的历史也令人担忧。尽管名义未偿保证金债务随着时间的推移而增加是完全正常的，但保证金债务的使用量在短时间内飙升是不正常的。自 1995 年以来，已有三次保证金债务的使用量在某一年跃升了至少 60%。其中两个例子发生在互联网泡沫破裂和金融危机爆发之前。第三次是在2021年。</blockquote></p><p> The table would appear to be a set for sizable but healthy pullback in the S&amp;P 500.</p><p><blockquote>这张桌子似乎是标普500大幅但健康回调的一套。</blockquote></p><p> A crash or steep correction is the perfect time to buy these surefire stocks</p><p><blockquote>崩盘或大幅调整是购买这些稳健股票的最佳时机</blockquote></p><p> While big moves lower in the market are known to cause investor anxiety, they're also the perfect opportunity to pounce. You see, whereas history isn't the market's friend in the short run, it's unquestionably thegreatest ally of investors over the long term.</p><p><blockquote>虽然众所周知，市场大幅下跌会引起投资者焦虑，但它们也是抢购的绝佳机会。你看，虽然历史在短期内不是市场的朋友，但从长远来看，它无疑是投资者最大的盟友。</blockquote></p><p> For example, there's never been a rolling 20-year period over the past century when an S&amp;P 500 tracking index wouldn't have generated a positive annualized total return for investors. A crash or correction is simply an opportunity to buy great companies at a discount.</p><p><blockquote>例如，在过去的一个世纪里，标普500跟踪指数从来没有一个滚动的 20 年期间不会为投资者产生正的年化总回报。崩盘或调整只是一个以折扣价收购伟大公司的机会。</blockquote></p><p> Should this recent sell-off manifest into a crash or correction, the following three surefire stocks can be confidently bought hand over fist.</p><p><blockquote>如果最近的抛售表现为崩盘或回调，以下三只 surefire 股票可以放心地买入。</blockquote></p><p> Berkshire Hathaway</p><p><blockquote>伯克希尔哈撒韦公司</blockquote></p><p> Few stocks have&nbsp;generated more surefire returns&nbsp;for long-term investors than Warren Buffett's conglomerate&nbsp;<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B). Since taking over as CEO in 1965, Buffett has overseen an average annual return of the company's Class A shares (BRK.A) of 20%. In aggregate, and taking into account the year-to-date return of Berkshire Hathaway, Buffett has created around $600 billion in shareholder value and produced a roughly 3,300,000% return in 56 years.</p><p><blockquote>很少有股票能比沃伦·巴菲特的企业集团为长期投资者带来更可靠的回报<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）。自 1965 年接任首席执行官以来，巴菲特监督该公司 A 类股票 (BRK.A) 的平均年回报率为 20%。总体而言，考虑到伯克希尔哈撒韦公司今年迄今为止的回报，巴菲特在 56 年内创造了约 6000 亿美元的股东价值，并产生了约 3,300,000% 的回报率。</blockquote></p><p> Though there is&nbsp;a laundry list of reasons for Buffett's success, his leanings toward cyclical businesses plays a big role. Even though the Oracle of Omaha is well aware that economic contractions and recessions are inevitable, he understands that periods of expansion tend to last substantially longer. Thus, he's packed Berkshire Hathaway's investment portfolio with bank stocks, tech stocks, and consumer staples companies that'll thrive during an expanding economy.</p><p><blockquote>尽管巴菲特成功的原因有很多，但他对周期性业务的倾向发挥了重要作用。尽管奥马哈先知很清楚经济收缩和衰退是不可避免的，但他明白扩张期往往会持续更长的时间。因此，他将伯克希尔哈撒韦公司的投资组合纳入了银行股、科技股和必需消费品公司，这些公司将在经济扩张期间蓬勃发展。</blockquote></p><p> Another reason Berkshire Hathaway has delivered such incredible returns is Buffett's focus on&nbsp;dividend stocks. While Berkshire doesn't pay a dividend, it's on pace to collect more than $5 billion in dividend income in 2021. That's nearly a 5% yield, relative to the cost basis of Berkshire's holdings. Since dividend stocks are almost always profitable and time-tested, they fit the bill of what Buffett is looking for in a long-term holding.</p><p><blockquote>伯克希尔哈撒韦公司带来如此令人难以置信的回报的另一个原因是巴菲特对股息股票的关注。虽然伯克希尔不支付股息，但它有望在 2021 年获得超过 50 亿美元的股息收入。相对于伯克希尔持股的成本基础，收益率接近 5%。由于股息股票几乎总是有利可图且经过时间考验，因此它们符合巴菲特长期持有的要求。</blockquote></p><p> Long story short, riding Buffett's coattails has often been a smart move.</p><p><blockquote>长话短说，追随巴菲特的脚步往往是明智之举。</blockquote></p><p> Salesforce</p><p><blockquote>销售力量</blockquote></p><p></p><p> Another surefire stock that's continuously delivered for its shareholders and would be perfect to buy during a stock market crash is&nbsp;<b>Salesforce.com</b>(NYSE:CRM), which provides software solutions for cloud-based customer relationship management (CRM).</p><p><blockquote>另一只持续为股东提供且非常适合在股市崩盘期间购买的 surefire 股票是<b>销售力量网站</b>（纽约证券交易所股票代码：CRM），提供基于云的客户关系管理（CRM）软件解决方案。</blockquote></p><p> For those of you unfamiliar with CRM, it's used by consumer-facing businesses to enhance customer relationships and boost sales. It can be used to handle service or product issues, oversee online marketing campaigns, and run predictive sales analyses of an existing client base. What's particularly noteworthy about CRM software is that it's finding its way into nontraditional sectors, such as finance and healthcare.</p><p><blockquote>对于那些不熟悉CRM的人来说，它被面向消费者的企业用来加强客户关系和促进销售。它可用于处理服务或产品问题，监督在线营销活动，以及对现有客户群进行预测销售分析。CRM软件特别值得注意的是，它正在进入非传统领域，如金融和医疗保健。</blockquote></p><p> Cloud-based CRM software offers double-digit growth potential through at least mid-decade, and Salesforce&nbsp;sits at the center of this rapidly growing trend. According to IDC, Salesforce controlled 19.5% of global CRM spending in 2020, which is over a full percentage point higher than the share&nbsp;<b>Oracle</b>,<b>SAP</b>,<b>Microsoft</b>, and&nbsp;<b>Adobe</b>&nbsp;possessed last year on a&nbsp;<i>combined</i>&nbsp;basis.&nbsp; A little stock market turbulence doesn't change demand for CRM software solutions or weaken Salesforce's commanding market share lead.</p><p><blockquote>基于云的CRM软件至少在十年中期提供两位数的增长潜力，而Salesforce处于这一快速增长趋势的中心。根据IDC的数据，2020年，Salesforce控制了全球CRM支出的19.5%，比市场份额高出整整一个百分点<b>甲骨文</b>,<b>树液</b>,<b>微软</b>，和<b>土坯</b>去年被附身在<i>联合的</i>基础。一点点股市动荡不会改变对 CRM 软件解决方案的需求，也不会削弱 Salesforce 的市场份额领先地位。</blockquote></p><p> What's more, CEO Marc Benioff&nbsp;has been an acquisition maven. The buyouts of MuleSoft, Tableau, and most recently Slack Technologies have added to the company's cloud-based ecosystem and should allow annual sales to more than double to $50 billion over the next five years. Any discount investors can get on shares of Salesforce should be viewed as a gift.</p><p><blockquote>更重要的是，首席执行官马克·贝尼奥夫一直是收购专家。对 MuleSoft、Tableau 以及最近的 Slack Technologies 的收购增加了该公司基于云的生态系统，并将在未来五年内使年销售额翻一番以上，达到 500 亿美元。投资者在 Salesforce 股票上获得的任何折扣都应该被视为一份礼物。</blockquote></p><p> Alphabet</p><p><blockquote>Alphabet</blockquote></p><p> A third&nbsp;surefire stock to buy if a stock market crash or correction arises&nbsp;is&nbsp;<b>Alphabet</b>(NASDAQ:GOOGL)(NASDAQ:GOOG), the parent company of internet search engine Google and streaming content provider YouTube.</p><p><blockquote>如果发生股市崩盘或调整，值得购买的第三只肯定股票是<b>Alphabet</b>（纳斯达克股票代码：GOOGL）（纳斯达克股票代码：GOOG），互联网搜索引擎谷歌和流媒体内容提供商 YouTube 的母公司。</blockquote></p><p> When it comes to global internet search, there's Google and everyone else. The thing is, \"everyone else\" barely moves the needle. According to GlobalStats, Google accounted for 92% of the worldwide search engine market in September. Looking back two years, it's much of the same, with Google holding a&nbsp;91% to 93% share of global internet search. As the clear go-to for advertisers, Alphabet's Google benefits immensely from long-winded periods of U.S. and global economic expansion.</p><p><blockquote>说到全球互联网搜索，有谷歌和其他所有人。问题是，“其他人”几乎没有移动针头。根据GlobalStats的数据，谷歌在9月份占据了全球搜索引擎市场的92%。回顾两年，情况大同小异，谷歌占据了全球互联网搜索91%到93%的份额。作为广告商的明确选择，Alphabet 旗下的谷歌从美国和全球经济扩张的漫长时期中受益匪浅。</blockquote></p><p> What might be even more exciting than Alphabet's veritable monopoly on internet search is the company's rapidly growing ancillary projects. Streaming service provider YouTube saw ad revenue surge 84% in the second quarter, with its annual sales run rate hitting $28 billion. YouTube has quickly become one of the most-visited social sites on the planet.</p><p><blockquote>可能比Alphabet在互联网搜索领域名副其实的垄断更令人兴奋的是该公司快速增长的辅助项目。流媒体服务提供商 YouTube 第二季度广告收入激增 84%，年销售额达到 280 亿美元。YouTube已经迅速成为这个星球上访问量最大的社交网站之一。</blockquote></p><p> Meanwhile, Google Cloud delivered 54% sales growth in the June-ended quarter and now sports an annual run rate over $18 billion in sales. Google Cloud is the third-biggest player in cloud infrastructure and should grow into a major source of operating cash flow for Alphabet over time. There's&nbsp;absolutely no reason&nbsp;for Alphabet not to be on your buy list if the market crashes or corrects.</p><p><blockquote>与此同时，谷歌云在截至 6 月份的季度销售额增长了 54%，目前年销售额超过 180 亿美元。谷歌云是云基础设施领域的第三大参与者，随着时间的推移，应该会发展成为Alphabet运营现金流的主要来源。如果市场崩溃或调整，Alphabet绝对没有理由不在你的购买清单上。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Surefire Stocks to Buy If There's a Stock Market Crash<blockquote>如果股市崩盘，值得购买的 3 只必备股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Surefire Stocks to Buy If There's a Stock Market Crash<blockquote>如果股市崩盘，值得购买的 3 只必备股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-09 21:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Most folks won't be thrilled to hear this, but a stock market crash or double-digit correction might be on the way.</p><p><blockquote>大多数人听到这个消息不会感到兴奋，但股市崩盘或两位数调整可能即将到来。</blockquote></p><p> To be crystal clear, no one can predict with any long-term accuracy precisely when a crash or correction will occur, how steep the decline will be, how long it'll last, or in many instances what'll precipitate the move lower in the broader market. But one thing is clear: Crashes and correction are a normal part of the investing cycle and the price of admission to the greatest wealth creator on the planet.</p><p><blockquote>需要明确的是，没有人能够长期准确地预测崩盘或调整何时会发生、下跌会有多严重、会持续多久，或者在许多情况下会导致大盘下跌。但有一点是明确的：崩盘和调整是投资周期的正常组成部分，也是加入地球上最伟大财富创造者的代价。</blockquote></p><p> History isn't the market's friend in the near term</p><p><blockquote>短期内历史不是市场的朋友</blockquote></p><p> At the moment, there are&nbsp;no shortage of tail&nbsp;winds&nbsp;for a stock market crash. In particular, history doesn't look to be the friend of the benchmark&nbsp;<b>S&amp;P 500</b>&nbsp;(SNPINDEX:^GSPC)over the short term.</p><p><blockquote>目前，股市崩盘并不缺乏顺风。特别是，历史看起来并不是基准的朋友<b>标普500</b>(SNPINDEX:^GSPC)短期内。</blockquote></p><p> For instance, the widely followed S&amp;P 500 has behaved similarly following each of its previous eight bear-market bottoms, dating back to 1960. Within three years of bouncing back from its trough, the S&amp;P 500 has always had one or two instances where it's declined by at least 10%. Rallying from a bear-market bottom is a bumpy process that takes time. With the broad-based index doubling in value in less than 17 months, there's a good chance we're long overdue for some \"bumps.\"</p><p><blockquote>例如，广受关注的标普500在自 1960 年以来的前八次熊市底部之后都表现得类似。在从低谷反弹的三年内，标普500总是有一两次至少下跌10%。从熊市底部反弹是一个坎坷的过程，需要时间。随着基础广泛的指数在不到 17 个月的时间里翻了一番，我们很可能早就应该出现一些“上涨”了。</blockquote></p><p> History is&nbsp;no fan of extended valuations, either. As of the close of business on Monday, Oct. 4, the S&amp;P 500's Shiller price-to-earnings ratio was north of 37. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. While access to information over the internet has helped expand P/E multiples since the mid-1990s, history is quite clear that bad things happen when the S&amp;P 500's Shiller P/E crosses above 30. In the previous four instances this has happened, the broad-based index shed at least 20% of its value.</p><p><blockquote>历史也不喜欢延长估值。截至 10 月 4 日星期一收盘，标准普尔 500 指数的席勒市盈率高于 37。席勒市盈率考虑了过去 10 年经通货膨胀调整后的收益。虽然自20世纪90年代中期以来，通过互联网获取信息有助于扩大市盈率，但历史非常清楚，当标准普尔500的席勒市盈率超过30时，坏事就会发生。在之前的四个例子中，基础广泛的指数损失了至少20%的价值。</blockquote></p><p> Even the history behind margin-debt usage is worrisome. Although it's perfectly normal for nominal margin debt outstanding to increase over time, it's&nbsp;not normal&nbsp;for margin-debt usage to skyrocket higher in a short time frame. There have been three instances since 1995 where margin-debt usage jumped by at least 60% in a given year. Two of these instances were directly before the dot-com bubble burst and the financial crisis began. The third instance is in 2021.</p><p><blockquote>甚至保证金债务使用背后的历史也令人担忧。尽管名义未偿保证金债务随着时间的推移而增加是完全正常的，但保证金债务的使用量在短时间内飙升是不正常的。自 1995 年以来，已有三次保证金债务的使用量在某一年跃升了至少 60%。其中两个例子发生在互联网泡沫破裂和金融危机爆发之前。第三次是在2021年。</blockquote></p><p> The table would appear to be a set for sizable but healthy pullback in the S&amp;P 500.</p><p><blockquote>这张桌子似乎是标普500大幅但健康回调的一套。</blockquote></p><p> A crash or steep correction is the perfect time to buy these surefire stocks</p><p><blockquote>崩盘或大幅调整是购买这些稳健股票的最佳时机</blockquote></p><p> While big moves lower in the market are known to cause investor anxiety, they're also the perfect opportunity to pounce. You see, whereas history isn't the market's friend in the short run, it's unquestionably thegreatest ally of investors over the long term.</p><p><blockquote>虽然众所周知，市场大幅下跌会引起投资者焦虑，但它们也是抢购的绝佳机会。你看，虽然历史在短期内不是市场的朋友，但从长远来看，它无疑是投资者最大的盟友。</blockquote></p><p> For example, there's never been a rolling 20-year period over the past century when an S&amp;P 500 tracking index wouldn't have generated a positive annualized total return for investors. A crash or correction is simply an opportunity to buy great companies at a discount.</p><p><blockquote>例如，在过去的一个世纪里，标普500跟踪指数从来没有一个滚动的 20 年期间不会为投资者产生正的年化总回报。崩盘或调整只是一个以折扣价收购伟大公司的机会。</blockquote></p><p> Should this recent sell-off manifest into a crash or correction, the following three surefire stocks can be confidently bought hand over fist.</p><p><blockquote>如果最近的抛售表现为崩盘或回调，以下三只 surefire 股票可以放心地买入。</blockquote></p><p> Berkshire Hathaway</p><p><blockquote>伯克希尔哈撒韦公司</blockquote></p><p> Few stocks have&nbsp;generated more surefire returns&nbsp;for long-term investors than Warren Buffett's conglomerate&nbsp;<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B). Since taking over as CEO in 1965, Buffett has overseen an average annual return of the company's Class A shares (BRK.A) of 20%. In aggregate, and taking into account the year-to-date return of Berkshire Hathaway, Buffett has created around $600 billion in shareholder value and produced a roughly 3,300,000% return in 56 years.</p><p><blockquote>很少有股票能比沃伦·巴菲特的企业集团为长期投资者带来更可靠的回报<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRK.A）（纽约证券交易所代码：BRK.B）。自 1965 年接任首席执行官以来，巴菲特监督该公司 A 类股票 (BRK.A) 的平均年回报率为 20%。总体而言，考虑到伯克希尔哈撒韦公司今年迄今为止的回报，巴菲特在 56 年内创造了约 6000 亿美元的股东价值，并产生了约 3,300,000% 的回报率。</blockquote></p><p> Though there is&nbsp;a laundry list of reasons for Buffett's success, his leanings toward cyclical businesses plays a big role. Even though the Oracle of Omaha is well aware that economic contractions and recessions are inevitable, he understands that periods of expansion tend to last substantially longer. Thus, he's packed Berkshire Hathaway's investment portfolio with bank stocks, tech stocks, and consumer staples companies that'll thrive during an expanding economy.</p><p><blockquote>尽管巴菲特成功的原因有很多，但他对周期性业务的倾向发挥了重要作用。尽管奥马哈先知很清楚经济收缩和衰退是不可避免的，但他明白扩张期往往会持续更长的时间。因此，他将伯克希尔哈撒韦公司的投资组合纳入了银行股、科技股和必需消费品公司，这些公司将在经济扩张期间蓬勃发展。</blockquote></p><p> Another reason Berkshire Hathaway has delivered such incredible returns is Buffett's focus on&nbsp;dividend stocks. While Berkshire doesn't pay a dividend, it's on pace to collect more than $5 billion in dividend income in 2021. That's nearly a 5% yield, relative to the cost basis of Berkshire's holdings. Since dividend stocks are almost always profitable and time-tested, they fit the bill of what Buffett is looking for in a long-term holding.</p><p><blockquote>伯克希尔哈撒韦公司带来如此令人难以置信的回报的另一个原因是巴菲特对股息股票的关注。虽然伯克希尔不支付股息，但它有望在 2021 年获得超过 50 亿美元的股息收入。相对于伯克希尔持股的成本基础，收益率接近 5%。由于股息股票几乎总是有利可图且经过时间考验，因此它们符合巴菲特长期持有的要求。</blockquote></p><p> Long story short, riding Buffett's coattails has often been a smart move.</p><p><blockquote>长话短说，追随巴菲特的脚步往往是明智之举。</blockquote></p><p> Salesforce</p><p><blockquote>销售力量</blockquote></p><p></p><p> Another surefire stock that's continuously delivered for its shareholders and would be perfect to buy during a stock market crash is&nbsp;<b>Salesforce.com</b>(NYSE:CRM), which provides software solutions for cloud-based customer relationship management (CRM).</p><p><blockquote>另一只持续为股东提供且非常适合在股市崩盘期间购买的 surefire 股票是<b>销售力量网站</b>（纽约证券交易所股票代码：CRM），提供基于云的客户关系管理（CRM）软件解决方案。</blockquote></p><p> For those of you unfamiliar with CRM, it's used by consumer-facing businesses to enhance customer relationships and boost sales. It can be used to handle service or product issues, oversee online marketing campaigns, and run predictive sales analyses of an existing client base. What's particularly noteworthy about CRM software is that it's finding its way into nontraditional sectors, such as finance and healthcare.</p><p><blockquote>对于那些不熟悉CRM的人来说，它被面向消费者的企业用来加强客户关系和促进销售。它可用于处理服务或产品问题，监督在线营销活动，以及对现有客户群进行预测销售分析。CRM软件特别值得注意的是，它正在进入非传统领域，如金融和医疗保健。</blockquote></p><p> Cloud-based CRM software offers double-digit growth potential through at least mid-decade, and Salesforce&nbsp;sits at the center of this rapidly growing trend. According to IDC, Salesforce controlled 19.5% of global CRM spending in 2020, which is over a full percentage point higher than the share&nbsp;<b>Oracle</b>,<b>SAP</b>,<b>Microsoft</b>, and&nbsp;<b>Adobe</b>&nbsp;possessed last year on a&nbsp;<i>combined</i>&nbsp;basis.&nbsp; A little stock market turbulence doesn't change demand for CRM software solutions or weaken Salesforce's commanding market share lead.</p><p><blockquote>基于云的CRM软件至少在十年中期提供两位数的增长潜力，而Salesforce处于这一快速增长趋势的中心。根据IDC的数据，2020年，Salesforce控制了全球CRM支出的19.5%，比市场份额高出整整一个百分点<b>甲骨文</b>,<b>树液</b>,<b>微软</b>，和<b>土坯</b>去年被附身在<i>联合的</i>基础。一点点股市动荡不会改变对 CRM 软件解决方案的需求，也不会削弱 Salesforce 的市场份额领先地位。</blockquote></p><p> What's more, CEO Marc Benioff&nbsp;has been an acquisition maven. The buyouts of MuleSoft, Tableau, and most recently Slack Technologies have added to the company's cloud-based ecosystem and should allow annual sales to more than double to $50 billion over the next five years. Any discount investors can get on shares of Salesforce should be viewed as a gift.</p><p><blockquote>更重要的是，首席执行官马克·贝尼奥夫一直是收购专家。对 MuleSoft、Tableau 以及最近的 Slack Technologies 的收购增加了该公司基于云的生态系统，并将在未来五年内使年销售额翻一番以上，达到 500 亿美元。投资者在 Salesforce 股票上获得的任何折扣都应该被视为一份礼物。</blockquote></p><p> Alphabet</p><p><blockquote>Alphabet</blockquote></p><p> A third&nbsp;surefire stock to buy if a stock market crash or correction arises&nbsp;is&nbsp;<b>Alphabet</b>(NASDAQ:GOOGL)(NASDAQ:GOOG), the parent company of internet search engine Google and streaming content provider YouTube.</p><p><blockquote>如果发生股市崩盘或调整，值得购买的第三只肯定股票是<b>Alphabet</b>（纳斯达克股票代码：GOOGL）（纳斯达克股票代码：GOOG），互联网搜索引擎谷歌和流媒体内容提供商 YouTube 的母公司。</blockquote></p><p> When it comes to global internet search, there's Google and everyone else. The thing is, \"everyone else\" barely moves the needle. According to GlobalStats, Google accounted for 92% of the worldwide search engine market in September. Looking back two years, it's much of the same, with Google holding a&nbsp;91% to 93% share of global internet search. As the clear go-to for advertisers, Alphabet's Google benefits immensely from long-winded periods of U.S. and global economic expansion.</p><p><blockquote>说到全球互联网搜索，有谷歌和其他所有人。问题是，“其他人”几乎没有移动针头。根据GlobalStats的数据，谷歌在9月份占据了全球搜索引擎市场的92%。回顾两年，情况大同小异，谷歌占据了全球互联网搜索91%到93%的份额。作为广告商的明确选择，Alphabet 旗下的谷歌从美国和全球经济扩张的漫长时期中受益匪浅。</blockquote></p><p> What might be even more exciting than Alphabet's veritable monopoly on internet search is the company's rapidly growing ancillary projects. Streaming service provider YouTube saw ad revenue surge 84% in the second quarter, with its annual sales run rate hitting $28 billion. YouTube has quickly become one of the most-visited social sites on the planet.</p><p><blockquote>可能比Alphabet在互联网搜索领域名副其实的垄断更令人兴奋的是该公司快速增长的辅助项目。流媒体服务提供商 YouTube 第二季度广告收入激增 84%，年销售额达到 280 亿美元。YouTube已经迅速成为这个星球上访问量最大的社交网站之一。</blockquote></p><p> Meanwhile, Google Cloud delivered 54% sales growth in the June-ended quarter and now sports an annual run rate over $18 billion in sales. Google Cloud is the third-biggest player in cloud infrastructure and should grow into a major source of operating cash flow for Alphabet over time. There's&nbsp;absolutely no reason&nbsp;for Alphabet not to be on your buy list if the market crashes or corrects.</p><p><blockquote>与此同时，谷歌云在截至 6 月份的季度销售额增长了 54%，目前年销售额超过 180 亿美元。谷歌云是云基础设施领域的第三大参与者，随着时间的推移，应该会发展成为Alphabet运营现金流的主要来源。如果市场崩溃或调整，Alphabet绝对没有理由不在你的购买清单上。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/09/3-surefire-stocks-to-buy-if-stock-market-crash/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","BRK.B":"伯克希尔B","GOOGL":"谷歌A","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/10/09/3-surefire-stocks-to-buy-if-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115058296","content_text":"Most folks won't be thrilled to hear this, but a stock market crash or double-digit correction might be on the way.\nTo be crystal clear, no one can predict with any long-term accuracy precisely when a crash or correction will occur, how steep the decline will be, how long it'll last, or in many instances what'll precipitate the move lower in the broader market. But one thing is clear: Crashes and correction are a normal part of the investing cycle and the price of admission to the greatest wealth creator on the planet.\nHistory isn't the market's friend in the near term\nAt the moment, there are no shortage of tail winds for a stock market crash. In particular, history doesn't look to be the friend of the benchmark S&P 500 (SNPINDEX:^GSPC)over the short term.\nFor instance, the widely followed S&P 500 has behaved similarly following each of its previous eight bear-market bottoms, dating back to 1960. Within three years of bouncing back from its trough, the S&P 500 has always had one or two instances where it's declined by at least 10%. Rallying from a bear-market bottom is a bumpy process that takes time. With the broad-based index doubling in value in less than 17 months, there's a good chance we're long overdue for some \"bumps.\"\nHistory is no fan of extended valuations, either. As of the close of business on Monday, Oct. 4, the S&P 500's Shiller price-to-earnings ratio was north of 37. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. While access to information over the internet has helped expand P/E multiples since the mid-1990s, history is quite clear that bad things happen when the S&P 500's Shiller P/E crosses above 30. In the previous four instances this has happened, the broad-based index shed at least 20% of its value.\nEven the history behind margin-debt usage is worrisome. Although it's perfectly normal for nominal margin debt outstanding to increase over time, it's not normal for margin-debt usage to skyrocket higher in a short time frame. There have been three instances since 1995 where margin-debt usage jumped by at least 60% in a given year. Two of these instances were directly before the dot-com bubble burst and the financial crisis began. The third instance is in 2021.\nThe table would appear to be a set for sizable but healthy pullback in the S&P 500.\nA crash or steep correction is the perfect time to buy these surefire stocks\nWhile big moves lower in the market are known to cause investor anxiety, they're also the perfect opportunity to pounce. You see, whereas history isn't the market's friend in the short run, it's unquestionably thegreatest ally of investors over the long term.\nFor example, there's never been a rolling 20-year period over the past century when an S&P 500 tracking index wouldn't have generated a positive annualized total return for investors. A crash or correction is simply an opportunity to buy great companies at a discount.\nShould this recent sell-off manifest into a crash or correction, the following three surefire stocks can be confidently bought hand over fist.\nBerkshire Hathaway\nFew stocks have generated more surefire returns for long-term investors than Warren Buffett's conglomerate Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B). Since taking over as CEO in 1965, Buffett has overseen an average annual return of the company's Class A shares (BRK.A) of 20%. In aggregate, and taking into account the year-to-date return of Berkshire Hathaway, Buffett has created around $600 billion in shareholder value and produced a roughly 3,300,000% return in 56 years.\nThough there is a laundry list of reasons for Buffett's success, his leanings toward cyclical businesses plays a big role. Even though the Oracle of Omaha is well aware that economic contractions and recessions are inevitable, he understands that periods of expansion tend to last substantially longer. Thus, he's packed Berkshire Hathaway's investment portfolio with bank stocks, tech stocks, and consumer staples companies that'll thrive during an expanding economy.\nAnother reason Berkshire Hathaway has delivered such incredible returns is Buffett's focus on dividend stocks. While Berkshire doesn't pay a dividend, it's on pace to collect more than $5 billion in dividend income in 2021. That's nearly a 5% yield, relative to the cost basis of Berkshire's holdings. Since dividend stocks are almost always profitable and time-tested, they fit the bill of what Buffett is looking for in a long-term holding.\nLong story short, riding Buffett's coattails has often been a smart move.\nSalesforce\nAnother surefire stock that's continuously delivered for its shareholders and would be perfect to buy during a stock market crash is Salesforce.com(NYSE:CRM), which provides software solutions for cloud-based customer relationship management (CRM).\nFor those of you unfamiliar with CRM, it's used by consumer-facing businesses to enhance customer relationships and boost sales. It can be used to handle service or product issues, oversee online marketing campaigns, and run predictive sales analyses of an existing client base. What's particularly noteworthy about CRM software is that it's finding its way into nontraditional sectors, such as finance and healthcare.\nCloud-based CRM software offers double-digit growth potential through at least mid-decade, and Salesforce sits at the center of this rapidly growing trend. According to IDC, Salesforce controlled 19.5% of global CRM spending in 2020, which is over a full percentage point higher than the share Oracle,SAP,Microsoft, and Adobe possessed last year on a combined basis.  A little stock market turbulence doesn't change demand for CRM software solutions or weaken Salesforce's commanding market share lead.\nWhat's more, CEO Marc Benioff has been an acquisition maven. The buyouts of MuleSoft, Tableau, and most recently Slack Technologies have added to the company's cloud-based ecosystem and should allow annual sales to more than double to $50 billion over the next five years. Any discount investors can get on shares of Salesforce should be viewed as a gift.\nAlphabet\nA third surefire stock to buy if a stock market crash or correction arises is Alphabet(NASDAQ:GOOGL)(NASDAQ:GOOG), the parent company of internet search engine Google and streaming content provider YouTube.\nWhen it comes to global internet search, there's Google and everyone else. The thing is, \"everyone else\" barely moves the needle. According to GlobalStats, Google accounted for 92% of the worldwide search engine market in September. Looking back two years, it's much of the same, with Google holding a 91% to 93% share of global internet search. As the clear go-to for advertisers, Alphabet's Google benefits immensely from long-winded periods of U.S. and global economic expansion.\nWhat might be even more exciting than Alphabet's veritable monopoly on internet search is the company's rapidly growing ancillary projects. Streaming service provider YouTube saw ad revenue surge 84% in the second quarter, with its annual sales run rate hitting $28 billion. YouTube has quickly become one of the most-visited social sites on the planet.\nMeanwhile, Google Cloud delivered 54% sales growth in the June-ended quarter and now sports an annual run rate over $18 billion in sales. Google Cloud is the third-biggest player in cloud infrastructure and should grow into a major source of operating cash flow for Alphabet over time. There's absolutely no reason for Alphabet not to be on your buy list if the market crashes or corrects.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"BRK.B":0.9,"CRM":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":1868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849604115,"gmtCreate":1635748180887,"gmtModify":1635748180887,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849604115","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohunote.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</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\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Yahoo Finance</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":{"APO":"阿波罗全球管理","PFE":"辉瑞","EL":"雅诗兰黛","CRSR":"Corsair Gaming, Inc.","RL":"拉夫劳伦",".IXIC":"NASDAQ Composite","UBER":"优步","CLX":"高乐氏","COP":"康菲石油",".SPX":"S&P 500 Index","BLMN":"Bloomin' Brands",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{".DJI":0.9,"ATVI":0.9,"COP":0.9,"APO":0.9,"RL":0.9,"UBER":0.9,".IXIC":0.9,"PFE":0.9,"CLX":0.9,"EL":0.9,".SPX":0.9,"BLMN":0.9,"CRSR":0.9}},"isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858327571,"gmtCreate":1634988556344,"gmtModify":1634988556453,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858327571","repostId":"2177121214","repostType":4,"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864131580,"gmtCreate":1633069673515,"gmtModify":1633069673610,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864131580","repostId":"1124647688","repostType":4,"repost":{"id":"1124647688","kind":"news","pubTimestamp":1633048079,"share":"https://www.laohunote.com/m/news/1124647688?lang=zh_CN&edition=full","pubTime":"2021-10-01 08:27","market":"us","language":"en","title":"Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction<blockquote>道琼斯指数为 20,000 点的教授表示，他对可能引发股市调整的通胀趋势感到紧张</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124647688","media":"MarketWatch","summary":"Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, ","content":"<p>Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating pricing pressures could compel the Federal Reserve to raise interest rates at a faster clip than currently anticipated, which could deliver a correction to equity benchmarks.</p><p><blockquote>宾夕法尼亚大学沃顿商学院金融学教授杰里米-西格尔（Jeremy Siegel）周三表示，通胀的新一轮飙升让他感到紧张，并警告说，加速的定价压力可能会迫使美联储以比目前预期更快的速度加息，这可能会对股市基准进行调整。</blockquote></p><p> The Wharton professorcredited with calling Dow 20,000&nbsp;in 2015 told CNBC during a Wednesday interview that he is “nervous about the trends I see in inflation currently.”</p><p><blockquote>这位沃顿商学院教授在 2015 年将道琼斯指数预测为 20,000 点，他在周三接受 CNBC 采访时表示，他 “对我目前看到的通胀趋势感到紧张”。</blockquote></p><p> The academic’s comments came as Federal Reserve Chairman Jerome Powell on Wednesday said a bout of high U.S. inflation could be prolonged into early next year because parts and material shortages might be getting worse.</p><p><blockquote>这位学者发表上述言论之际，美联储主席杰罗姆-鲍威尔（Jerome Powell）周三表示，美国一轮高通胀可能会持续到明年初，因为零部件和材料短缺可能会变得更糟。</blockquote></p><p> Parts of the financial market are undergoing big price surges, including natural-gas futuresNG00,+1.81%,whichsurged 11% on Monday,reaching levels not seen since 2014 amid tight U.S. supplies and strengthening demand across the globe.</p><p><blockquote>部分金融市场正在经历大幅价格飙升，包括天然气期货NG00,+1.81%，周一飙升11%，在美国供应紧张和全球需求走强的情况下，达到2014年以来的最高水平。</blockquote></p><p> <b>Read:</b>Inflation in the U.S. is running at the highest level in 30 years</p><p><blockquote><b>阅读：</b>美国通货膨胀率处于30年来的最高水平</blockquote></p><p> <b>Also:</b>Fed’s Williams predicts the high rate of inflation will cool to 2% in 2022</p><p><blockquote><b>所以：</b>美联储威廉姆斯预测2022年高通胀率将降至2%</blockquote></p><p> “It’s frustrating to see the supply-chain problems not getting better, in fact they are probably getting worse,” Powell said during a virtual forum with other central bank leaders, including those from the European Central Bank. “It’s very difficult to say how big the effects will be in the meantime and how long they will last.”</p><p><blockquote>“鲍威尔在与包括欧洲央行在内的其他央行领导人举行的虚拟论坛上说：”看到供应链问题没有好转，事实上它们可能正在恶化，这令人沮丧。“在此期间，很难说影响会有多大，会持续多久。”</blockquote></p><p> The rate of inflation in the U.S., using the Fed’s preferred personal-consumption expenditures price index, rose at a 4.2% pace in the 12 months ended in July. That is the fastest increase in 30 years. Inflation is running even hotter based on the better-known consumer-price index, a measure of the average prices paid by consumers for a common basket of goods and services that serves as a barometer of economic health.</p><p><blockquote>使用美联储首选个人消费支出价格指数，美国通货膨胀率在截至 7 月份的 12 个月中以 4.2% 的速度上涨。这是30年来最快的增长。根据更广为人知的消费者价格指数，通货膨胀甚至更高，该指数衡量消费者为一篮子普通商品和服务支付的平均价格，是经济健康状况的晴雨表。</blockquote></p><p> Powell and others at the Fed have contended for months that the surge in inflation was “transitory.”</p><p><blockquote>鲍威尔和美联储的其他人几个月来一直认为通胀飙升是 “暂时的”。</blockquote></p><p> However, that view is starting to shift and investors are starting to factor in more persistent inflation than previously thought,analysts say.</p><p><blockquote>然而，分析师表示，这种观点正在开始转变，投资者开始考虑比之前想象的更持久的通胀。</blockquote></p><p> Siegel said the anticipated timeline that the Fed will start tapering in November and end it the middle of 2022, with an eye toward starting to raise interest rates sometime next year, is a fair timetable, but he but fears that the surge in inflation could hasten moves, which would drive yields higher and stocks lower.</p><p><blockquote>西格尔表示，预计美联储将于 11 月开始缩减规模，并于 2022 年中期结束缩减规模，并着眼于明年某个时候开始加息，这是一个公平的时间表，但他担心通胀飙升可能会加速行动，这将推高收益率，降低股市。</blockquote></p><p> On Wednesday, the S&amp;P 500 indexSPX,-1.19%ended higher but was still down 3.9% from its Sept. 2 record close, and the Dow Jones Industrial AverageDJIA,-1.59%was off 3.5% from its Aug. 16 record high, following marginal gains on the session. The technology-laden Nasdaq Composite IndexCOMP,-0.44%is down 5.6% from its Sept. 7 closing peak after finishing lower on Wednesday.</p><p><blockquote>周三，标普500指数SPX,-1.19%收高，但仍较9月2日创纪录收盘价下跌3.9%，道琼斯工业平均指数JIA,-1.59%较8月16日创纪录高点下跌3.5%，盘中小幅上涨。科技股充足的纳斯达克综合指数COMP,-0.44%在周三收低后，较9月7日收盘峰值下跌5.6%。</blockquote></p><p> A correction in an asset is usually defined by market technicians as a fall of at least 10%, but no more than 20%, from a recent peak.</p><p><blockquote>市场技术人员通常将资产调整定义为较近期峰值下跌至少 10%，但不超过 20%。</blockquote></p><p> Meanwhile, the benchmark 10-year Treasury noteTMUBMUSD10Y,1.504%,used to price everything from car loans to mortgages, yielded 1.54%, up from 1.534% on Tuesday. The note is up nearly 10 basis points so far this quarter and up 23.7 basis points in September alone, according data compiled by Dow Jones Market Data.</p><p><blockquote>与此同时，基准 10 年期国债 TETMUBMUSD10Y（1.504%）的收益率为 1.54%，高于周二的 1.534%，该收益率为 1.54%。根据道琼斯市场数据汇编的数据，本季度迄今为止，该票据已上涨近 10 个基点，仅 9 月份就上涨了 23.7 个基点。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Professor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction<blockquote>道琼斯指数为 20,000 点的教授表示，他对可能引发股市调整的通胀趋势感到紧张</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nProfessor who called Dow 20,000 says he’s nervous about trends in inflation that could spark a stock-market correction<blockquote>道琼斯指数为 20,000 点的教授表示，他对可能引发股市调整的通胀趋势感到紧张</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-01 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating pricing pressures could compel the Federal Reserve to raise interest rates at a faster clip than currently anticipated, which could deliver a correction to equity benchmarks.</p><p><blockquote>宾夕法尼亚大学沃顿商学院金融学教授杰里米-西格尔（Jeremy Siegel）周三表示，通胀的新一轮飙升让他感到紧张，并警告说，加速的定价压力可能会迫使美联储以比目前预期更快的速度加息，这可能会对股市基准进行调整。</blockquote></p><p> The Wharton professorcredited with calling Dow 20,000&nbsp;in 2015 told CNBC during a Wednesday interview that he is “nervous about the trends I see in inflation currently.”</p><p><blockquote>这位沃顿商学院教授在 2015 年将道琼斯指数预测为 20,000 点，他在周三接受 CNBC 采访时表示，他 “对我目前看到的通胀趋势感到紧张”。</blockquote></p><p> The academic’s comments came as Federal Reserve Chairman Jerome Powell on Wednesday said a bout of high U.S. inflation could be prolonged into early next year because parts and material shortages might be getting worse.</p><p><blockquote>这位学者发表上述言论之际，美联储主席杰罗姆-鲍威尔（Jerome Powell）周三表示，美国一轮高通胀可能会持续到明年初，因为零部件和材料短缺可能会变得更糟。</blockquote></p><p> Parts of the financial market are undergoing big price surges, including natural-gas futuresNG00,+1.81%,whichsurged 11% on Monday,reaching levels not seen since 2014 amid tight U.S. supplies and strengthening demand across the globe.</p><p><blockquote>部分金融市场正在经历大幅价格飙升，包括天然气期货NG00,+1.81%，周一飙升11%，在美国供应紧张和全球需求走强的情况下，达到2014年以来的最高水平。</blockquote></p><p> <b>Read:</b>Inflation in the U.S. is running at the highest level in 30 years</p><p><blockquote><b>阅读：</b>美国通货膨胀率处于30年来的最高水平</blockquote></p><p> <b>Also:</b>Fed’s Williams predicts the high rate of inflation will cool to 2% in 2022</p><p><blockquote><b>所以：</b>美联储威廉姆斯预测2022年高通胀率将降至2%</blockquote></p><p> “It’s frustrating to see the supply-chain problems not getting better, in fact they are probably getting worse,” Powell said during a virtual forum with other central bank leaders, including those from the European Central Bank. “It’s very difficult to say how big the effects will be in the meantime and how long they will last.”</p><p><blockquote>“鲍威尔在与包括欧洲央行在内的其他央行领导人举行的虚拟论坛上说：”看到供应链问题没有好转，事实上它们可能正在恶化，这令人沮丧。“在此期间，很难说影响会有多大，会持续多久。”</blockquote></p><p> The rate of inflation in the U.S., using the Fed’s preferred personal-consumption expenditures price index, rose at a 4.2% pace in the 12 months ended in July. That is the fastest increase in 30 years. Inflation is running even hotter based on the better-known consumer-price index, a measure of the average prices paid by consumers for a common basket of goods and services that serves as a barometer of economic health.</p><p><blockquote>使用美联储首选个人消费支出价格指数，美国通货膨胀率在截至 7 月份的 12 个月中以 4.2% 的速度上涨。这是30年来最快的增长。根据更广为人知的消费者价格指数，通货膨胀甚至更高，该指数衡量消费者为一篮子普通商品和服务支付的平均价格，是经济健康状况的晴雨表。</blockquote></p><p> Powell and others at the Fed have contended for months that the surge in inflation was “transitory.”</p><p><blockquote>鲍威尔和美联储的其他人几个月来一直认为通胀飙升是 “暂时的”。</blockquote></p><p> However, that view is starting to shift and investors are starting to factor in more persistent inflation than previously thought,analysts say.</p><p><blockquote>然而，分析师表示，这种观点正在开始转变，投资者开始考虑比之前想象的更持久的通胀。</blockquote></p><p> Siegel said the anticipated timeline that the Fed will start tapering in November and end it the middle of 2022, with an eye toward starting to raise interest rates sometime next year, is a fair timetable, but he but fears that the surge in inflation could hasten moves, which would drive yields higher and stocks lower.</p><p><blockquote>西格尔表示，预计美联储将于 11 月开始缩减规模，并于 2022 年中期结束缩减规模，并着眼于明年某个时候开始加息，这是一个公平的时间表，但他担心通胀飙升可能会加速行动，这将推高收益率，降低股市。</blockquote></p><p> On Wednesday, the S&amp;P 500 indexSPX,-1.19%ended higher but was still down 3.9% from its Sept. 2 record close, and the Dow Jones Industrial AverageDJIA,-1.59%was off 3.5% from its Aug. 16 record high, following marginal gains on the session. The technology-laden Nasdaq Composite IndexCOMP,-0.44%is down 5.6% from its Sept. 7 closing peak after finishing lower on Wednesday.</p><p><blockquote>周三，标普500指数SPX,-1.19%收高，但仍较9月2日创纪录收盘价下跌3.9%，道琼斯工业平均指数JIA,-1.59%较8月16日创纪录高点下跌3.5%，盘中小幅上涨。科技股充足的纳斯达克综合指数COMP,-0.44%在周三收低后，较9月7日收盘峰值下跌5.6%。</blockquote></p><p> A correction in an asset is usually defined by market technicians as a fall of at least 10%, but no more than 20%, from a recent peak.</p><p><blockquote>市场技术人员通常将资产调整定义为较近期峰值下跌至少 10%，但不超过 20%。</blockquote></p><p> Meanwhile, the benchmark 10-year Treasury noteTMUBMUSD10Y,1.504%,used to price everything from car loans to mortgages, yielded 1.54%, up from 1.534% on Tuesday. The note is up nearly 10 basis points so far this quarter and up 23.7 basis points in September alone, according data compiled by Dow Jones Market Data.</p><p><blockquote>与此同时，基准 10 年期国债 TETMUBMUSD10Y（1.504%）的收益率为 1.54%，高于周二的 1.534%，该收益率为 1.54%。根据道琼斯市场数据汇编的数据，本季度迄今为止，该票据已上涨近 10 个基点，仅 9 月份就上涨了 23.7 个基点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/professor-who-called-dow-20-000-says-hes-nervous-about-trends-in-inflation-that-could-spark-a-stock-market-correction-11632949212?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1124647688","content_text":"Jeremy Siegel, professor of finance at the University of Pennsylvania’s Wharton School of Business, on Wednesday said that a fresh surge in inflation is making him nervous and warned that accelerating pricing pressures could compel the Federal Reserve to raise interest rates at a faster clip than currently anticipated, which could deliver a correction to equity benchmarks.\nThe Wharton professorcredited with calling Dow 20,000 in 2015 told CNBC during a Wednesday interview that he is “nervous about the trends I see in inflation currently.”\nThe academic’s comments came as Federal Reserve Chairman Jerome Powell on Wednesday said a bout of high U.S. inflation could be prolonged into early next year because parts and material shortages might be getting worse.\nParts of the financial market are undergoing big price surges, including natural-gas futuresNG00,+1.81%,whichsurged 11% on Monday,reaching levels not seen since 2014 amid tight U.S. supplies and strengthening demand across the globe.\nRead:Inflation in the U.S. is running at the highest level in 30 years\nAlso:Fed’s Williams predicts the high rate of inflation will cool to 2% in 2022\n“It’s frustrating to see the supply-chain problems not getting better, in fact they are probably getting worse,” Powell said during a virtual forum with other central bank leaders, including those from the European Central Bank. “It’s very difficult to say how big the effects will be in the meantime and how long they will last.”\nThe rate of inflation in the U.S., using the Fed’s preferred personal-consumption expenditures price index, rose at a 4.2% pace in the 12 months ended in July. That is the fastest increase in 30 years. Inflation is running even hotter based on the better-known consumer-price index, a measure of the average prices paid by consumers for a common basket of goods and services that serves as a barometer of economic health.\nPowell and others at the Fed have contended for months that the surge in inflation was “transitory.”\nHowever, that view is starting to shift and investors are starting to factor in more persistent inflation than previously thought,analysts say.\nSiegel said the anticipated timeline that the Fed will start tapering in November and end it the middle of 2022, with an eye toward starting to raise interest rates sometime next year, is a fair timetable, but he but fears that the surge in inflation could hasten moves, which would drive yields higher and stocks lower.\nOn Wednesday, the S&P 500 indexSPX,-1.19%ended higher but was still down 3.9% from its Sept. 2 record close, and the Dow Jones Industrial AverageDJIA,-1.59%was off 3.5% from its Aug. 16 record high, following marginal gains on the session. The technology-laden Nasdaq Composite IndexCOMP,-0.44%is down 5.6% from its Sept. 7 closing peak after finishing lower on Wednesday.\nA correction in an asset is usually defined by market technicians as a fall of at least 10%, but no more than 20%, from a recent peak.\nMeanwhile, the benchmark 10-year Treasury noteTMUBMUSD10Y,1.504%,used to price everything from car loans to mortgages, yielded 1.54%, up from 1.534% on Tuesday. The note is up nearly 10 basis points so far this quarter and up 23.7 basis points in September alone, according data compiled by Dow Jones Market Data.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877271947,"gmtCreate":1637939064649,"gmtModify":1637939066278,"author":{"id":"3585783194028665","authorId":"3585783194028665","name":"Planter26","avatar":"https://static.tigerbbs.com/fcd3eb7e0dd9f8d851b3706f08d50bd4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585783194028665","idStr":"3585783194028665"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877271947","repostId":"1135717003","repostType":4,"repost":{"id":"1135717003","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637937679,"share":"https://www.laohunote.com/m/news/1135717003?lang=zh_CN&edition=full","pubTime":"2021-11-26 22:41","market":"us","language":"en","title":"Peloton, Wayfair, and Chewy are rallying as COVID anxiety ratchets up again<blockquote>随着新冠焦虑再次加剧，Peloton、Wayfair 和 Chewy 正在反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135717003","media":"Tiger Newspress","summary":"Global stock markets are in retreat after a new strain of COVID-19 is detected in South Africa.\nThev","content":"<p>Global stock markets are in retreat after a new strain of COVID-19 is detected in South Africa.</p><p><blockquote>在南非发现一种新的 COVID-19 毒株后，全球股市出现回落。</blockquote></p><p> Thevariantcarries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations. South African scientists have already detected 30 mutations to the spike protein, which play a big role in how the virus enters the body. The biggest concern is whether the virus could lead to more serious illness or decrease the effectiveness of vaccines and treatments.</p><p><blockquote>该变体携带异常大量的与抗体抗性增加相关的突变，并且与以前的化身“明显非常不同”。南非科学家已经检测到刺突蛋白的30个突变，刺突蛋白在病毒如何进入人体中起着很大的作用。最大的担忧是该病毒是否会导致更严重的疾病或降低疫苗和治疗的有效性。</blockquote></p><p> While travel and leisure stocks are selling off in early trading, some pandemic favorites are bucking the trend.</p><p><blockquote>虽然旅游和休闲股票在早盘交易中遭到抛售，但一些疫情最受欢迎的股票却逆势而上。</blockquote></p><p> Peloton Interactive&nbsp;is&nbsp;up 3.1%. Wayfair&nbsp;is showing a&nbsp;3.15% gain. Chewy&nbsp;is&nbsp;2% higher.</p><p><blockquote>Peloton Interactive 上涨 3.1%。Wayfair 上涨了 3.15%。耐嚼高2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad5b013ea6f789b200eafed9ea448eb0\" tg-width=\"884\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton, Wayfair, and Chewy are rallying as COVID anxiety ratchets up again<blockquote>随着新冠焦虑再次加剧，Peloton、Wayfair 和 Chewy 正在反弹</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\">\nPeloton, Wayfair, and Chewy are rallying as COVID anxiety ratchets up again<blockquote>随着新冠焦虑再次加剧，Peloton、Wayfair 和 Chewy 正在反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-26 22:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Global stock markets are in retreat after a new strain of COVID-19 is detected in South Africa.</p><p><blockquote>在南非发现一种新的 COVID-19 毒株后，全球股市出现回落。</blockquote></p><p> Thevariantcarries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations. South African scientists have already detected 30 mutations to the spike protein, which play a big role in how the virus enters the body. The biggest concern is whether the virus could lead to more serious illness or decrease the effectiveness of vaccines and treatments.</p><p><blockquote>该变体携带异常大量的与抗体抗性增加相关的突变，并且与以前的化身“明显非常不同”。南非科学家已经检测到刺突蛋白的30个突变，刺突蛋白在病毒如何进入人体中起着很大的作用。最大的担忧是该病毒是否会导致更严重的疾病或降低疫苗和治疗的有效性。</blockquote></p><p> While travel and leisure stocks are selling off in early trading, some pandemic favorites are bucking the trend.</p><p><blockquote>虽然旅游和休闲股票在早盘交易中遭到抛售，但一些疫情最受欢迎的股票却逆势而上。</blockquote></p><p> Peloton Interactive&nbsp;is&nbsp;up 3.1%. Wayfair&nbsp;is showing a&nbsp;3.15% gain. Chewy&nbsp;is&nbsp;2% higher.</p><p><blockquote>Peloton Interactive 上涨 3.1%。Wayfair 上涨了 3.15%。耐嚼高2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad5b013ea6f789b200eafed9ea448eb0\" tg-width=\"884\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","DASH":"DoorDash, Inc.","W":"Wayfair","PTON":"Peloton Interactive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135717003","content_text":"Global stock markets are in retreat after a new strain of COVID-19 is detected in South Africa.\nThevariantcarries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations. South African scientists have already detected 30 mutations to the spike protein, which play a big role in how the virus enters the body. The biggest concern is whether the virus could lead to more serious illness or decrease the effectiveness of vaccines and treatments.\nWhile travel and leisure stocks are selling off in early trading, some pandemic favorites are bucking the trend.\nPeloton Interactive is up 3.1%. Wayfair is showing a 3.15% gain. Chewy is 2% higher.","news_type":1,"symbols_score_info":{"DASH":0.9,"ETSY":0.9,"W":0.9,"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":3599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}