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2021-07-19

BUBBLE TEA . PLS LIKE

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2021-08-29

Buy

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2021-07-22

The virus and US mkt has a direct and positivr relationship. More death more bull🤡

Delta Variant Can Still Clip U.S. Economy’s Wings<blockquote>德尔塔变异毒株仍然可以夹住美国经济的翅膀</blockquote>

2021-12-10

Short

Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：瑞银为何对这家电子商务巨头寄予厚望</blockquote>

2021-08-21

Buy!

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>

2021-08-11

Bullish

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2021-10-09

short STI

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2021-11-27

The ultimate short🤡

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2021-10-26

Buy

Robinhood earnings: Here's what to expect<blockquote>Robinhood收益：以下是预期</blockquote>

2021-08-24

Great

GameStop Stock: Understanding The Ryan Cohen Factor<blockquote>游戏驿站股票：了解瑞恩·科恩因素</blockquote>

2021-12-06

Dun cry

With Hope and Hype Gone, Clover Health Will Now Remain a Penny Stock<blockquote>随着希望和炒作的消失，Clover Health现在仍将是一只低价股</blockquote>

2021-11-26

The historic short

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2021-11-16

Yes

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2021-10-21

Short ur vix

Is A Volatility Storm Coming?<blockquote>波动风暴要来了？</blockquote>

2021-10-08

CANCEL TAPERING NOW. THE BULL LIVES FOREVER

U.S. stocks edged higher Friday<blockquote>美国股市周五小幅走高</blockquote>

2021-07-15

BUY N RETIRE NXT YEAR

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2021-06-15

Michael🤫 dun be salty.

Michael "Big Short" Burry: This Is The Greatest Bubble Of All Time In All Things "By Two Orders Of Magnitude"<blockquote>“大空头”迈克尔·伯里：这是有史以来最大的泡沫，“高出两个数量级”</blockquote>

2021-06-15

Comment pls

Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>

2021-12-28

Joke

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2021-11-29

Panic SELLLLLL🤡

Here's what the Black Friday carnage may mean for the stock market's trade Monday, analysts say<blockquote>分析师表示，黑色星期五大屠杀对周一股市交易可能意味着什么</blockquote>

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cathie woods","listText":"short cathie woods","text":"short cathie woods","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692102285","repostId":"1199830247","repostType":4,"repost":{"id":"1199830247","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640864803,"share":"https://www.laohu8.com/m/news/1199830247?lang=zh_CN&edition=full","pubTime":"2021-12-30 19:46","market":"us","language":"en","title":"Cathie Wood Sheds Another $30M In Tesla But Continues Buying Spree In This Chinese EV Maker<blockquote>Cathie Wood在特斯拉又减持了3000万美元，但仍继续疯狂收购这家中国电动汽车制造商</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199830247","media":"Benzinga","summary":"Cathie Wood’s Ark Investment Management on Wednesday bought more shares in the U.S listed Chinese el","content":"<p><html><head></head><body><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday bought more shares in the U.S listed Chinese electric vehicle maker <b>Xpeng Inc</b> on the dip and sold more shares in <b>Tesla Inc</b> amid a profit-booking spree.</p><p><blockquote><html><head></head><body><b>凯西·伍德</b>的<b>方舟投资管理</b>周三购买了更多在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>下跌并出售更多股票<b>特斯拉公司</b>在利润预订热潮中。</body></html></blockquote></p><p>The popular money managing firm bought 43,100 shares — estimated to be worth $1.91 million — in the Guangzhou, China-headquartered electric vehicle maker that aims to rival Tesla.</p><p><blockquote>这家受欢迎的资金管理公司购买了这家总部位于广州的电动汽车制造商的43,100股股票，估计价值191万美元，该公司旨在与特斯拉竞争。</blockquote></p><p>Xpeng shares closed 1.8% lower at $44.5 a share on Wednesday. The stock is down 19% in the past month.</p><p><blockquote>小鹏汽车股价周三收盘下跌1.8%，至每股44.5美元。该股在过去一个月下跌了19%。</blockquote></p><p>Xpeng, Nio, and <b>Li Auto Inc</b> are all expected to report December and full-year sales volume numbers next week.</p><p><blockquote>小鹏汽车、蔚来和<b>理想汽车公司</b>预计下周将公布12月份和全年销量数据。</blockquote></p><p>The three electric automakers sold more than 10,000 electric vehicles each last month, with Xpeng leading the pack.</p><p><blockquote>这三家电动汽车制造商上个月的电动汽车销量均超过10,000辆，其中小鹏汽车领先。</blockquote></p><p>Xpeng has said it aims to sell half of its electric vehicles outside of China. The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>小鹏汽车表示，其目标是将一半的电动汽车销往中国境外。这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p>ARKQ held 650,402 shares — worth $29.5 million in Xpeng, prior to Wednesday’s trade.</p><p><blockquote>在周三交易之前，ARKQ持有650,402股小鹏汽车股票，价值2,950万美元。</blockquote></p><p>Besides Xpeng, Tesla is the only other all-electric company in which Ark Invest has exposure. The investment firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车之外，特斯拉是Ark Invest唯一一家涉足的全电动公司。该投资公司将特斯拉视为其最大持股，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p>Ark Invest on Wednesday sold 27,885 shares — estimated to be worth $30.3 million — in the <b>Elon Musk</b>-led company’s stock.</p><p><blockquote>Ark Invest周三出售了27,885股股票，估计价值3,030万美元<b>埃隆·马斯克</b>-led公司的股票。</blockquote></p><p>Ark has been selling shares in Tesla since September as the stock delivered robust gains after record third-quarter deliveries and a large order from car rental company <b>Hertz Global Holdings</b>.</p><p><blockquote>Ark自9月份以来一直在出售特斯拉股票，该股在创纪录的第三季度交付量和汽车租赁公司的大量订单后强劲上涨<b>赫兹全球控股公司</b>.</blockquote></p><p>The St.Petersburg, Florida-based firm held 1.8 million shares, worth $1.96 billion in Tesla, prior to Wednesday’s trade.</p><p><blockquote>在周三的交易之前，这家总部位于弗罗里达州圣彼得堡的公司持有180万股特斯拉股票，价值19.6亿美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sheds Another $30M In Tesla But Continues Buying Spree In This Chinese EV Maker<blockquote>Cathie Wood在特斯拉又减持了3000万美元，但仍继续疯狂收购这家中国电动汽车制造商</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Sheds Another $30M In Tesla But Continues Buying Spree In This Chinese EV Maker<blockquote>Cathie Wood在特斯拉又减持了3000万美元，但仍继续疯狂收购这家中国电动汽车制造商</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-30 19:46</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday bought more shares in the U.S listed Chinese electric vehicle maker <b>Xpeng Inc</b> on the dip and sold more shares in <b>Tesla Inc</b> amid a profit-booking spree.</p><p><blockquote><html><head></head><body><b>凯西·伍德</b>的<b>方舟投资管理</b>周三购买了更多在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>下跌并出售更多股票<b>特斯拉公司</b>在利润预订热潮中。</body></html></blockquote></p><p>The popular money managing firm bought 43,100 shares — estimated to be worth $1.91 million — in the Guangzhou, China-headquartered electric vehicle maker that aims to rival Tesla.</p><p><blockquote>这家受欢迎的资金管理公司购买了这家总部位于广州的电动汽车制造商的43,100股股票，估计价值191万美元，该公司旨在与特斯拉竞争。</blockquote></p><p>Xpeng shares closed 1.8% lower at $44.5 a share on Wednesday. The stock is down 19% in the past month.</p><p><blockquote>小鹏汽车股价周三收盘下跌1.8%，至每股44.5美元。该股在过去一个月下跌了19%。</blockquote></p><p>Xpeng, Nio, and <b>Li Auto Inc</b> are all expected to report December and full-year sales volume numbers next week.</p><p><blockquote>小鹏汽车、蔚来和<b>理想汽车公司</b>预计下周将公布12月份和全年销量数据。</blockquote></p><p>The three electric automakers sold more than 10,000 electric vehicles each last month, with Xpeng leading the pack.</p><p><blockquote>这三家电动汽车制造商上个月的电动汽车销量均超过10,000辆，其中小鹏汽车领先。</blockquote></p><p>Xpeng has said it aims to sell half of its electric vehicles outside of China. The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>小鹏汽车表示，其目标是将一半的电动汽车销往中国境外。这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p>ARKQ held 650,402 shares — worth $29.5 million in Xpeng, prior to Wednesday’s trade.</p><p><blockquote>在周三交易之前，ARKQ持有650,402股小鹏汽车股票，价值2,950万美元。</blockquote></p><p>Besides Xpeng, Tesla is the only other all-electric company in which Ark Invest has exposure. The investment firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车之外，特斯拉是Ark Invest唯一一家涉足的全电动公司。该投资公司将特斯拉视为其最大持股，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p>Ark Invest on Wednesday sold 27,885 shares — estimated to be worth $30.3 million — in the <b>Elon Musk</b>-led company’s stock.</p><p><blockquote>Ark Invest周三出售了27,885股股票，估计价值3,030万美元<b>埃隆·马斯克</b>-led公司的股票。</blockquote></p><p>Ark has been selling shares in Tesla since September as the stock delivered robust gains after record third-quarter deliveries and a large order from car rental company <b>Hertz Global Holdings</b>.</p><p><blockquote>Ark自9月份以来一直在出售特斯拉股票，该股在创纪录的第三季度交付量和汽车租赁公司的大量订单后强劲上涨<b>赫兹全球控股公司</b>.</blockquote></p><p>The St.Petersburg, Florida-based firm held 1.8 million shares, worth $1.96 billion in Tesla, prior to Wednesday’s trade.</p><p><blockquote>在周三的交易之前，这家总部位于弗罗里达州圣彼得堡的公司持有180万股特斯拉股票，价值19.6亿美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199830247","content_text":"Cathie Wood’s Ark Investment Management on Wednesday bought more shares in the U.S listed Chinese electric vehicle maker Xpeng Inc on the dip and sold more shares in Tesla Inc amid a profit-booking spree.The popular money managing firm bought 43,100 shares — estimated to be worth $1.91 million — in the Guangzhou, China-headquartered electric vehicle maker that aims to rival Tesla.Xpeng shares closed 1.8% lower at $44.5 a share on Wednesday. The stock is down 19% in the past month.Xpeng, Nio, and Li Auto Inc are all expected to report December and full-year sales volume numbers next week.The three electric automakers sold more than 10,000 electric vehicles each last month, with Xpeng leading the pack.Xpeng has said it aims to sell half of its electric vehicles outside of China. The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.ARKQ held 650,402 shares — worth $29.5 million in Xpeng, prior to Wednesday’s trade.Besides Xpeng, Tesla is the only other all-electric company in which Ark Invest has exposure. The investment firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.Ark Invest on Wednesday sold 27,885 shares — estimated to be worth $30.3 million — in the Elon Musk-led company’s stock.Ark has been selling shares in Tesla since September as the stock delivered robust gains after record third-quarter deliveries and a large order from car rental company Hertz Global Holdings.The St.Petersburg, Florida-based firm held 1.8 million shares, worth $1.96 billion in Tesla, prior to Wednesday’s trade.","news_type":1,"symbols_score_info":{"TSLA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696726193,"gmtCreate":1640775707065,"gmtModify":1640775707435,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696726193","repostId":"1198370121","repostType":4,"isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696269686,"gmtCreate":1640704327859,"gmtModify":1640704423968,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Joke","listText":"Joke","text":"Joke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696269686","repostId":"1118096605","repostType":4,"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696382581,"gmtCreate":1640618515715,"gmtModify":1640618516058,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696382581","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察：本周需要了解什么</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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察：本周需要了解什么</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\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.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/santa-claus-rally-watch-what-to-know-this-week-142909627.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":{"FCEL":"燃料电池能源","BK4541":"氢能源","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4096":"电气部件与设备"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698790775,"gmtCreate":1640526962034,"gmtModify":1640526962352,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Joke","listText":"Joke","text":"Joke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698790775","repostId":"1123414772","repostType":4,"repost":{"id":"1123414772","kind":"news","pubTimestamp":1640483546,"share":"https://www.laohu8.com/m/news/1123414772?lang=zh_CN&edition=full","pubTime":"2021-12-26 09:52","market":"us","language":"en","title":"Why It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入Upstart的时候</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123414772","media":"InvestorPlace","summary":"Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much","content":"<p><div> Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much more forward-looking approach than traditional loan facilitators do. Furthermore, the AI used by ...</p><p><blockquote><div>在我看来，新贵（UPST）是一个非常非凡的概念，因为它赋予信用评级的方法比传统贷款促进者更为前瞻性。此外，使用的人工智能...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入Upstart的时候</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入Upstart的时候</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much more forward-looking approach than traditional loan facilitators do. Furthermore, the AI used by ...</p><p><blockquote><div>在我看来，新贵（UPST）是一个非常非凡的概念，因为它赋予信用评级的方法比传统贷款促进者更为前瞻性。此外，使用的人工智能...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">InvestorPlace</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":{"UPST":"Upstart Holdings, Inc."},"source_url":"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123414772","content_text":"Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much more forward-looking approach than traditional loan facilitators do. Furthermore, the AI used by the firm is flawless, with speed and accuracy being the name of the game.\nHowever, as an investor, it’s critical to remind yourself that you’re investing in a stock and not only the company’s concept, which means that we need to determine whether its potential is priced-in or not.\nNext year’s market climate will be much different than it’s been the past 2-years. I, for one, expect a more price-efficient market, which means that investors will need to start distinguishing good companies from undervalued stock prices if they’re to realize gains.\nUPST stock could be a prime example of how a good company doesn’t always translate into a good stock.\nUPST stock Won’t Benefit From the Cyclical Trade\nMost of you would’ve heard about the rate hike buzz by now and how that will stimulate banking stocks. The theory behind this is that if the U.S. Federal Reserve raises interest rates, the debt market will be more lucrative to originators as the spreads they’d be able to charge on loans will increase.\nUpstart won’t necessarily benefit from this climate as it’s considered a hybrid between an advertising platform and a brokerage rather than a lender. This means that its revenue will actually decrease with higher rates because the transactional volume will likely taper off slightly as soon as rates rise.\nFurther to the above, Upstart is a growth stock rather than a value play. Rising interest rates in 2022 could be detrimental to growth stocks as it tends to flatline their exponential earnings growth curve.\nUpstart’s revenue and EBITDA surged over the past year, coming in at187.56% and 447.28%respectively; these figures will likely diminish over the coming year, and I can’t help but think that the stock’s recent drawdown has been the market’s way of pricing in the expected decline in growth for next year.\nA final matter to mention regarding cyclicality isJ.P. Morgan’s recent neutral rating on the stock, with analyst James Faucette using a similar argument to mine in claiming that the stock’s growth has been priced in for now. Faucette thinks that Upstart’s relationship with its investors has enabled it to perform well in 2021, but the current market climate won’t allow that to sustain itself.\nValuation & Momentum\nLet’s start with the latter to provide context to the valuation argument. Upstart’s relative strength index (RSI) is below30, indicating that the stock has been oversold, but this doesn’t necessarily mean that it’s a “buy the dip opportunity.”\nFor this to really be a buy low, sell high opportunity, we’d need to see an uptick in volume and a sign that the stock’s going to breach its moving averages; as of now UPST stock possesses neither of these attributes, and I believe that it’s due to a valuation issue.\nHere’s the big valuation problem; by comparing Upstart stock to its sector peers, it can be observed through price-sales and price-cash flow premiums of3.47x and 4.46xthat investors have gotten ahead of themselves. Adding to this is the argument that the stock could be the victim of a cyclical downturn, meaning that these ratios could play a key role in investor sell-offs moving forward.\nWhat now for UPST stock?\nA few investors are likely to buy into the recent dip, but I don’t think it will prevent a further downward trajectory. UPST stock has a massive valuation issue induced by over-optimism from investors during a pent-up broader market.\nFurthermore, the market’s set for a cyclical swing as monetary policy changes are en route, and Upstart stock’s characteristics mean that it could be a victim of such policies instead of being a beneficiary.\nThe bottom line is that the stock isn’t worth the risk right now.","news_type":1,"symbols_score_info":{"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698080481,"gmtCreate":1640261752045,"gmtModify":1640261752338,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"short","listText":"short","text":"short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698080481","repostId":"1187215359","repostType":4,"repost":{"id":"1187215359","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640260771,"share":"https://www.laohu8.com/m/news/1187215359?lang=zh_CN&edition=full","pubTime":"2021-12-23 19:59","market":"us","language":"en","title":"Cathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>凯西·伍德(Cathie Wood)在这家中国特斯拉竞争对手海外扩张之前又斥资80万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187215359","media":"Benzinga","summary":"Cathie Wood’s Ark Investment Management on Friday loaded up another 18,000 shares — worth about $823","content":"<p><b>Cathie Wood</b>’s&nbsp;<b>Ark Investment Management</b>&nbsp;on Friday loaded up&nbsp;another 18,000 shares — worth about $823,320 — in the U.S. listed Chinese electric vehicle maker&nbsp;<b>Xpeng Inc</b>(NYSE:XPEV).</p><p><blockquote><b>凯西·伍德</b>的<b>方舟投资管理</b>周五又增持了这家在美国上市的中国电动汽车制造商18,000股股票，价值约823,320美元<b>小鹏汽车</b>（纽约证券交易所代码：XPEV）。</blockquote></p><p> Xpeng’s stock closed 4.5% higher at $44.47 a share on Wednesday. The stock is up about 3.7% fp or the year.</p><p><blockquote>小鹏汽车股价周三收盘上涨4.5%，至每股44.47美元。该股今年上涨了约3.7%fp。</blockquote></p><p> The Guangzhou, China-based company bolted ahead of local rivals Nio and&nbsp;<b>Li Auto Inc</b>(NASDAQ:LI) last month with deliveries.</p><p><blockquote>这家总部位于中国广州的公司领先于当地竞争对手蔚来和<b>理想汽车公司</b>（纳斯达克：李）上个月交货。</blockquote></p><p> Each of the three players delivered more than 10,000 electric vehicles — with Xpeng leading the pack at 15,613 units, Li Auto grabbing the second spot at 13,485 units and Nio dispatching 10,878 units to dealers during the month.</p><p><blockquote>这三家公司均交付了超过10,000辆电动汽车，其中小鹏汽车以15,613辆位居榜首，理想汽车以13,485辆位居第二，蔚来本月向经销商交付了10,878辆。</blockquote></p><p> Xpeng Chairman<b>Brian Gu</b>said last month the company aims to sell half of its electric vehicles outside of China.</p><p><blockquote>小鹏汽车董事长<b>布莱恩·顾</b>上个月表示，该公司的目标是将一半的电动汽车销往中国境外。</blockquote></p><p> The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p> The Shanghai-based Nio has similar plans and said last week it plans to foray into Germany, the Netherlands, Sweden and Denmark in 2022 and aims to have a presence&nbsp;in 25 countries by 2025.</p><p><blockquote>总部位于上海的蔚来也有类似的计划，并于上周表示，计划在2022年进军德、荷、瑞和丹，目标是到2025年在25个国家开展业务。</blockquote></p><p> Ark Invest first bought shares in Xpeng on Dec. 3 and has since piled up shares in the electric vehicle company’s stock on six days, all&nbsp;via the&nbsp;<b>Ark</b>&nbsp;<b>Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ).</p><p><blockquote>Ark Invest于12月3日首次购买了小鹏汽车的股票，此后六天内增持了这家电动汽车公司的股票，全部通过<b>方舟</b> <b>自主技术与机器人ETF</b>（蝙蝠：ARKQ）。</blockquote></p><p> ARKQ held 637,042 shares — worth $27.88 million in Xpeng, prior to Thursday’s trade.</p><p><blockquote>在周四交易之前，ARKQ持有637,042股小鹏汽车股票，价值2,788万美元。</blockquote></p><p> Besides Xpeng, the Elon Musk-led Tesla is the only all-electric vehicle maker in which Ark Invest has bought large amounts. The firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车，Elon Musk领导的特斯拉是Ark Invest唯一大举买入的全电动汽车制造商。该公司将特斯拉视为其最大持股，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p> The investment firm has been booking profit in Tesla since early September when shares of the company began an upward march.</p><p><blockquote>自9月初该公司股价开始上涨以来，该投资公司一直在特斯拉实现盈利。</blockquote></p><p> Ark also sold 2,273 shares — estimated to be worth $6.68 million — in&nbsp;<b>Alphabet Inc Class C</b>(NASDAQ:GOOG). The stock closed 1.89% higher at $2,938.9 a share on Wednesday.</p><p><blockquote>Ark还出售了2,273股股票，估计价值668万美元<b>Alphabet公司C级</b>（纳斯达克：GOOG）。该股周三收盘上涨1.89%，至每股2,938.9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>Cathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>凯西·伍德(Cathie Wood)在这家中国特斯拉竞争对手海外扩张之前又斥资80万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>凯西·伍德(Cathie Wood)在这家中国特斯拉竞争对手海外扩张之前又斥资80万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-23 19:59</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood</b>’s&nbsp;<b>Ark Investment Management</b>&nbsp;on Friday loaded up&nbsp;another 18,000 shares — worth about $823,320 — in the U.S. listed Chinese electric vehicle maker&nbsp;<b>Xpeng Inc</b>(NYSE:XPEV).</p><p><blockquote><b>凯西·伍德</b>的<b>方舟投资管理</b>周五又增持了这家在美国上市的中国电动汽车制造商18,000股股票，价值约823,320美元<b>小鹏汽车</b>（纽约证券交易所代码：XPEV）。</blockquote></p><p> Xpeng’s stock closed 4.5% higher at $44.47 a share on Wednesday. The stock is up about 3.7% fp or the year.</p><p><blockquote>小鹏汽车股价周三收盘上涨4.5%，至每股44.47美元。该股今年上涨了约3.7%fp。</blockquote></p><p> The Guangzhou, China-based company bolted ahead of local rivals Nio and&nbsp;<b>Li Auto Inc</b>(NASDAQ:LI) last month with deliveries.</p><p><blockquote>这家总部位于中国广州的公司领先于当地竞争对手蔚来和<b>理想汽车公司</b>（纳斯达克：李）上个月交货。</blockquote></p><p> Each of the three players delivered more than 10,000 electric vehicles — with Xpeng leading the pack at 15,613 units, Li Auto grabbing the second spot at 13,485 units and Nio dispatching 10,878 units to dealers during the month.</p><p><blockquote>这三家公司均交付了超过10,000辆电动汽车，其中小鹏汽车以15,613辆位居榜首，理想汽车以13,485辆位居第二，蔚来本月向经销商交付了10,878辆。</blockquote></p><p> Xpeng Chairman<b>Brian Gu</b>said last month the company aims to sell half of its electric vehicles outside of China.</p><p><blockquote>小鹏汽车董事长<b>布莱恩·顾</b>上个月表示，该公司的目标是将一半的电动汽车销往中国境外。</blockquote></p><p> The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p> The Shanghai-based Nio has similar plans and said last week it plans to foray into Germany, the Netherlands, Sweden and Denmark in 2022 and aims to have a presence&nbsp;in 25 countries by 2025.</p><p><blockquote>总部位于上海的蔚来也有类似的计划，并于上周表示，计划在2022年进军德、荷、瑞和丹，目标是到2025年在25个国家开展业务。</blockquote></p><p> Ark Invest first bought shares in Xpeng on Dec. 3 and has since piled up shares in the electric vehicle company’s stock on six days, all&nbsp;via the&nbsp;<b>Ark</b>&nbsp;<b>Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ).</p><p><blockquote>Ark Invest于12月3日首次购买了小鹏汽车的股票，此后六天内增持了这家电动汽车公司的股票，全部通过<b>方舟</b> <b>自主技术与机器人ETF</b>（蝙蝠：ARKQ）。</blockquote></p><p> ARKQ held 637,042 shares — worth $27.88 million in Xpeng, prior to Thursday’s trade.</p><p><blockquote>在周四交易之前，ARKQ持有637,042股小鹏汽车股票，价值2,788万美元。</blockquote></p><p> Besides Xpeng, the Elon Musk-led Tesla is the only all-electric vehicle maker in which Ark Invest has bought large amounts. The firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车，Elon Musk领导的特斯拉是Ark Invest唯一大举买入的全电动汽车制造商。该公司将特斯拉视为其最大持股，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p> The investment firm has been booking profit in Tesla since early September when shares of the company began an upward march.</p><p><blockquote>自9月初该公司股价开始上涨以来，该投资公司一直在特斯拉实现盈利。</blockquote></p><p> Ark also sold 2,273 shares — estimated to be worth $6.68 million — in&nbsp;<b>Alphabet Inc Class C</b>(NASDAQ:GOOG). The stock closed 1.89% higher at $2,938.9 a share on Wednesday.</p><p><blockquote>Ark还出售了2,273股股票，估计价值668万美元<b>Alphabet公司C级</b>（纳斯达克：GOOG）。该股周三收盘上涨1.89%，至每股2,938.9美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187215359","content_text":"Cathie Wood’s Ark Investment Management on Friday loaded up another 18,000 shares — worth about $823,320 — in the U.S. listed Chinese electric vehicle maker Xpeng Inc(NYSE:XPEV).\nXpeng’s stock closed 4.5% higher at $44.47 a share on Wednesday. The stock is up about 3.7% fp or the year.\nThe Guangzhou, China-based company bolted ahead of local rivals Nio and Li Auto Inc(NASDAQ:LI) last month with deliveries.\nEach of the three players delivered more than 10,000 electric vehicles — with Xpeng leading the pack at 15,613 units, Li Auto grabbing the second spot at 13,485 units and Nio dispatching 10,878 units to dealers during the month.\nXpeng ChairmanBrian Gusaid last month the company aims to sell half of its electric vehicles outside of China.\nThe maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.\nThe Shanghai-based Nio has similar plans and said last week it plans to foray into Germany, the Netherlands, Sweden and Denmark in 2022 and aims to have a presence in 25 countries by 2025.\nArk Invest first bought shares in Xpeng on Dec. 3 and has since piled up shares in the electric vehicle company’s stock on six days, all via the Ark Autonomous Technology & Robotics ETF(BATS:ARKQ).\nARKQ held 637,042 shares — worth $27.88 million in Xpeng, prior to Thursday’s trade.\nBesides Xpeng, the Elon Musk-led Tesla is the only all-electric vehicle maker in which Ark Invest has bought large amounts. The firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.\nThe investment firm has been booking profit in Tesla since early September when shares of the company began an upward march.\nArk also sold 2,273 shares — estimated to be worth $6.68 million — in Alphabet Inc Class C(NASDAQ:GOOG). The stock closed 1.89% higher at $2,938.9 a share on Wednesday.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691821658,"gmtCreate":1640169776084,"gmtModify":1640169777211,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691821658","repostId":"1113551998","repostType":4,"repost":{"id":"1113551998","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640166938,"share":"https://www.laohu8.com/m/news/1113551998?lang=zh_CN&edition=full","pubTime":"2021-12-22 17:55","market":"us","language":"en","title":"Cathie Wood Loaded Up On These 2 Cryptocurrency-Related Stocks On Tuesday<blockquote>Cathie Wood周二买入了这两只加密货币相关股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113551998","media":"Benzinga","summary":"Cathie Wood'sArk Investment Management on Monday further raised its exposure in cryptocurrency-relat","content":"<p><b>Cathie Wood'sArk Investment Management</b>&nbsp;on Monday further raised its exposure in cryptocurrency-related stocks&nbsp;<b>Robinhood Markets Inc</b>&nbsp;and&nbsp;<b>Coinbase Global Inc</b>.</p><p><blockquote><b>凯西·伍德的方舟投资管理公司</b>周一进一步加大了对加密货币相关股票的敞口<b>罗宾汉市场公司</b>和<b>比特币基地全球公司</b>.</blockquote></p><p> The popular money manager bought 181,717 shares — estimated to be worth $3.44 million — in Robinhood, a financial platform that deals in stocks&nbsp;and cryptocurrencies.</p><p><blockquote>这位受欢迎的基金经理购买了Robinhood的181,717股股票，估计价值344万美元，Robinhood是一个交易股票和加密货币的金融平台。</blockquote></p><p> Robinhood stock closed 4.99% higher in the regular session on Tuesday at $18.93 a share. The stock is down 45.6% since going public in July.</p><p><blockquote>Robinhood股价周二常规交易中收盘上涨4.99%，至每股18.93美元。自7月份上市以来，该股已下跌45.6%。</blockquote></p><p> In a first, Robinhood acquired&nbsp;<b>Cove Markets</b>, a cross-exchange trading platform last week as it prepares to roll out&nbsp;cryptocurrency wallets.</p><p><blockquote>Robinhood首先收购了<b>海湾市场</b>上周，一个跨交易所交易平台准备推出加密货币钱包。</blockquote></p><p> The wallets would allow Robinhood users to deposit or withdraw cryptocurrencies like&nbsp;<b>Bitcoin</b>,<b>Ethereum</b>&nbsp;and&nbsp;<b>Dogecoin</b>.</p><p><blockquote>这些钱包将允许Robinhood用户存入或提取加密货币，例如<b>比特币</b>,<b>以太币</b>和<b>狗狗币</b>.</blockquote></p><p> The popular zero-commission trading app also said it is adding a cryptocurrency gifting feature for users, which would be operational from Wednesday.</p><p><blockquote>这款广受欢迎的零佣金交易应用还表示，它正在为用户添加加密货币礼品功能，该功能将于周三开始运营。</blockquote></p><p> The money managing firm owns shares in Robinhood via three ETFs — the&nbsp;<b>ArkInnovation ETF</b></p><p><blockquote>该资金管理公司通过三只ETF持有Robinhood的股票——<b>ArkInnovation ETF</b></blockquote></p><p> ARKK, the&nbsp;<b>Ark Fintech Innovation ETF</b>&nbsp;and the&nbsp;<b>Ark Next Generation Internet ETF</b>.</p><p><blockquote>ARKK，the<b>方舟金融科技创新ETF</b>和<b>方舟下一代互联网ETF</b>.</blockquote></p><p> The three ETFs held 20.2 million shares — worth $364.8 million — in Robinhood, prior to Tuesday’s trade.</p><p><blockquote>在周二交易之前，这三只ETF持有Robinhood 2020万股股票，价值3.648亿美元。</blockquote></p><p> Ark Invest also snapped up 23,414 shares — estimated to be worth $5.79 million — in cryptocurrency exchange desk Coinbase.</p><p><blockquote>Ark Invest还抢购了加密货币交易所Coinbase的23,414股股票，估计价值579万美元。</blockquote></p><p> Coinbase shares closed 4.05% higher at $247.69 a share on Tuesday. The stock is down 24.5% so far this year.</p><p><blockquote>Coinbase股价周二收盘上涨4.05%，至每股247.69美元。今年迄今为止，该股已下跌24.5%。</blockquote></p><p> <b>Coinbase</b>&nbsp;CEO&nbsp;<b>Brian Armstrong</b>&nbsp;told investors in November that the company is focused on long-term growth instead of a quarter-to-quarter investment as it grows the cryptocurrency economy.</p><p><blockquote><b>Coinbase</b>首席执行官<b>布莱恩·阿姆斯特朗</b>去年11月告诉投资者，随着加密货币经济的增长，该公司专注于长期增长，而不是逐季投资。</blockquote></p><p> Ark Invest has mostly been piling shares in Coinbase since its direct listing on NASDAQ in April, while occasionally booking minor profits.</p><p><blockquote>自Coinbase 4月份在纳斯达克直接上市以来，Ark Invest大部分时间都在增持Coinbase的股票，同时偶尔也会获得少量利润。</blockquote></p><p> The popular managing firm held 4.9 million shares — worth $1.18 billion — in Coinbase via three ETFs —&nbsp;ARKK, ARKF and ARKW — prior to Wednesday's trades.</p><p><blockquote>在周三交易之前，这家受欢迎的管理公司通过三只ETF（ARKK、ARKF和ARKW）持有490万股Coinbase股票，价值11.8亿美元。</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>Cathie Wood Loaded Up On These 2 Cryptocurrency-Related Stocks On Tuesday<blockquote>Cathie Wood周二买入了这两只加密货币相关股票</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\">\nCathie Wood Loaded Up On These 2 Cryptocurrency-Related Stocks On Tuesday<blockquote>Cathie Wood周二买入了这两只加密货币相关股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-22 17:55</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood'sArk Investment Management</b>&nbsp;on Monday further raised its exposure in cryptocurrency-related stocks&nbsp;<b>Robinhood Markets Inc</b>&nbsp;and&nbsp;<b>Coinbase Global Inc</b>.</p><p><blockquote><b>凯西·伍德的方舟投资管理公司</b>周一进一步加大了对加密货币相关股票的敞口<b>罗宾汉市场公司</b>和<b>比特币基地全球公司</b>.</blockquote></p><p> The popular money manager bought 181,717 shares — estimated to be worth $3.44 million — in Robinhood, a financial platform that deals in stocks&nbsp;and cryptocurrencies.</p><p><blockquote>这位受欢迎的基金经理购买了Robinhood的181,717股股票，估计价值344万美元，Robinhood是一个交易股票和加密货币的金融平台。</blockquote></p><p> Robinhood stock closed 4.99% higher in the regular session on Tuesday at $18.93 a share. The stock is down 45.6% since going public in July.</p><p><blockquote>Robinhood股价周二常规交易中收盘上涨4.99%，至每股18.93美元。自7月份上市以来，该股已下跌45.6%。</blockquote></p><p> In a first, Robinhood acquired&nbsp;<b>Cove Markets</b>, a cross-exchange trading platform last week as it prepares to roll out&nbsp;cryptocurrency wallets.</p><p><blockquote>Robinhood首先收购了<b>海湾市场</b>上周，一个跨交易所交易平台准备推出加密货币钱包。</blockquote></p><p> The wallets would allow Robinhood users to deposit or withdraw cryptocurrencies like&nbsp;<b>Bitcoin</b>,<b>Ethereum</b>&nbsp;and&nbsp;<b>Dogecoin</b>.</p><p><blockquote>这些钱包将允许Robinhood用户存入或提取加密货币，例如<b>比特币</b>,<b>以太币</b>和<b>狗狗币</b>.</blockquote></p><p> The popular zero-commission trading app also said it is adding a cryptocurrency gifting feature for users, which would be operational from Wednesday.</p><p><blockquote>这款广受欢迎的零佣金交易应用还表示，它正在为用户添加加密货币礼品功能，该功能将于周三开始运营。</blockquote></p><p> The money managing firm owns shares in Robinhood via three ETFs — the&nbsp;<b>ArkInnovation ETF</b></p><p><blockquote>该资金管理公司通过三只ETF持有Robinhood的股票——<b>ArkInnovation ETF</b></blockquote></p><p> ARKK, the&nbsp;<b>Ark Fintech Innovation ETF</b>&nbsp;and the&nbsp;<b>Ark Next Generation Internet ETF</b>.</p><p><blockquote>ARKK，the<b>方舟金融科技创新ETF</b>和<b>方舟下一代互联网ETF</b>.</blockquote></p><p> The three ETFs held 20.2 million shares — worth $364.8 million — in Robinhood, prior to Tuesday’s trade.</p><p><blockquote>在周二交易之前，这三只ETF持有Robinhood 2020万股股票，价值3.648亿美元。</blockquote></p><p> Ark Invest also snapped up 23,414 shares — estimated to be worth $5.79 million — in cryptocurrency exchange desk Coinbase.</p><p><blockquote>Ark Invest还抢购了加密货币交易所Coinbase的23,414股股票，估计价值579万美元。</blockquote></p><p> Coinbase shares closed 4.05% higher at $247.69 a share on Tuesday. The stock is down 24.5% so far this year.</p><p><blockquote>Coinbase股价周二收盘上涨4.05%，至每股247.69美元。今年迄今为止，该股已下跌24.5%。</blockquote></p><p> <b>Coinbase</b>&nbsp;CEO&nbsp;<b>Brian Armstrong</b>&nbsp;told investors in November that the company is focused on long-term growth instead of a quarter-to-quarter investment as it grows the cryptocurrency economy.</p><p><blockquote><b>Coinbase</b>首席执行官<b>布莱恩·阿姆斯特朗</b>去年11月告诉投资者，随着加密货币经济的增长，该公司专注于长期增长，而不是逐季投资。</blockquote></p><p> Ark Invest has mostly been piling shares in Coinbase since its direct listing on NASDAQ in April, while occasionally booking minor profits.</p><p><blockquote>自Coinbase 4月份在纳斯达克直接上市以来，Ark Invest大部分时间都在增持Coinbase的股票，同时偶尔也会获得少量利润。</blockquote></p><p> The popular managing firm held 4.9 million shares — worth $1.18 billion — in Coinbase via three ETFs —&nbsp;ARKK, ARKF and ARKW — prior to Wednesday's trades.</p><p><blockquote>在周三交易之前，这家受欢迎的管理公司通过三只ETF（ARKK、ARKF和ARKW）持有490万股Coinbase股票，价值11.8亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","HOOD":"Robinhood"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113551998","content_text":"Cathie Wood'sArk Investment Management on Monday further raised its exposure in cryptocurrency-related stocks Robinhood Markets Inc and Coinbase Global Inc.\nThe popular money manager bought 181,717 shares — estimated to be worth $3.44 million — in Robinhood, a financial platform that deals in stocks and cryptocurrencies.\nRobinhood stock closed 4.99% higher in the regular session on Tuesday at $18.93 a share. The stock is down 45.6% since going public in July.\nIn a first, Robinhood acquired Cove Markets, a cross-exchange trading platform last week as it prepares to roll out cryptocurrency wallets.\nThe wallets would allow Robinhood users to deposit or withdraw cryptocurrencies like Bitcoin,Ethereum and Dogecoin.\nThe popular zero-commission trading app also said it is adding a cryptocurrency gifting feature for users, which would be operational from Wednesday.\nThe money managing firm owns shares in Robinhood via three ETFs — the ArkInnovation ETF\nARKK, the Ark Fintech Innovation ETF and the Ark Next Generation Internet ETF.\nThe three ETFs held 20.2 million shares — worth $364.8 million — in Robinhood, prior to Tuesday’s trade.\nArk Invest also snapped up 23,414 shares — estimated to be worth $5.79 million — in cryptocurrency exchange desk Coinbase.\nCoinbase shares closed 4.05% higher at $247.69 a share on Tuesday. The stock is down 24.5% so far this year.\nCoinbase CEO Brian Armstrong told investors in November that the company is focused on long-term growth instead of a quarter-to-quarter investment as it grows the cryptocurrency economy.\nArk Invest has mostly been piling shares in Coinbase since its direct listing on NASDAQ in April, while occasionally booking minor profits.\nThe popular managing firm held 4.9 million shares — worth $1.18 billion — in Coinbase via three ETFs — ARKK, ARKF and ARKW — prior to Wednesday's trades.","news_type":1,"symbols_score_info":{"HOOD":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693749364,"gmtCreate":1640088225665,"gmtModify":1640088225971,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693749364","repostId":"2193159889","repostType":4,"isVote":1,"tweetType":1,"viewCount":2134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693695273,"gmtCreate":1640011282286,"gmtModify":1640011302468,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693695273","repostId":"2192187525","repostType":4,"isVote":1,"tweetType":1,"viewCount":2460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693692992,"gmtCreate":1640011180841,"gmtModify":1640011181172,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"&nbsp;short squeeze","listText":"&nbsp;short squeeze","text":"short squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693692992","repostId":"1139958745","repostType":4,"repost":{"id":"1139958745","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":1640010639,"share":"https://www.laohu8.com/m/news/1139958745?lang=zh_CN&edition=full","pubTime":"2021-12-20 22:30","market":"us","language":"en","title":"Dow falls 500 points to start the week as omicron continues to spook markets<blockquote>由于奥密克戎继续令市场恐慌，道琼斯指数本周初下跌500点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139958745","media":"Tiger Newspress","summary":"Stocks fell on Monday at the start of a holiday-shortened week of trading, with investors considerin","content":"<p>Stocks fell on Monday at&nbsp;the start of a holiday-shortened week of trading, with investors considering renewed virus-related restrictions overseas and prospects that a significant social policy bill may be scuttled.</p><p><blockquote>周一，在假期缩短的交易周开始时，股市下跌，投资者考虑海外新的与病毒相关的限制，以及一项重大社会政策法案可能被否决的前景。</blockquote></p><p> The S&amp;P 500, Dow Nasdaq each dropped more than 1%. Treasury yields fell as investors piled into safe haven assets, and the benchmark 10-year yield held below 1.4%. The CBOE Volatility Index,or VIX,spiked more than 20% to hover above 25.</p><p><blockquote>标普500、道指纳斯达克均跌超1%。由于投资者涌入避险资产，美国国债收益率下跌，基准10年期国债收益率保持在1.4%以下。芝加哥期权交易所波动率指数(VIX)飙升逾20%，徘徊在25上方。</blockquote></p><p> U.S. crude oil prices sank 3% to trade below $69 per barrel as restrictions mounted in Europe, stoking jitters around energy demand. Countries from&nbsp;Germany to Irelandimposed curfews or travel restrictions in recent days given the rapidly spreading new variant. And the Netherlands over the weekend&nbsp;announced a nationwide lockdown of non-essential stores, bars and restaurants&nbsp;until Jan. 14. As of this weekend, the Omicron variant&nbsp;had been reported in about 89 countries,with cases doubling every 1.5 to 3 days.</p><p><blockquote>随着欧洲限制措施的加强，美国原油价格下跌3%，至每桶69美元以下，引发了人们对能源需求的不安。鉴于新变种迅速传播，从德国到爱尔兰等国家最近几天实施了宵禁或旅行限制。荷兰周末宣布在全国范围内封锁非必需品商店、酒吧和餐馆，直至1月14日。截至本周末，约有89个国家报告了奥密克戎变种，病例每1.5至3天翻一番。</blockquote></p><p> Renewed fears over the economic impact of the Omicron variant compounded with last week's concerns for investors around the prospects of tighter monetary policy, with the Federal Reserve accelerating its rate of asset-purchase tapering and signaling three interest rate hikes could be coming next year. Last week, each of the three major indexes posted steep weekly losses. The Nasdaq Composite fell 3% and the S&amp;P 500 and Dow each dropped by nearly 2% for the week.</p><p><blockquote>对奥密克戎变体经济影响的担忧再次加剧，加上上周投资者对收紧货币政策前景的担忧，美联储加快了缩减资产购买的步伐，并暗示明年可能会加息三次。上周，三大指数均出现周线大幅下跌。纳斯达克综合指数下跌3%，标普500指数和道琼斯指数本周均下跌近2%。</blockquote></p><p> Still, other updates around the effect of current COVID-19 vaccines on the variant were more upbeat. Moderna (MRNA)said Monday that a booster,or a third dose, of its shot increased Omicron neutralizing antibody levels. This echoed results from&nbsp;Pfizer (PFE) and BioNTech (BNTX) from earlier this month&nbsp;about the effectiveness of their vaccine's third dose on neutralizing Omicron. Shares of Moderna gained more than 7% ahead of the opening bell.</p><p><blockquote>尽管如此，关于当前新冠肺炎疫苗对该变种的影响的其他更新更加乐观。Moderna(MRNA)周一表示，其加强针或第三剂疫苗增加了奥密克戎中和抗体水平。这与辉瑞(PFE)和BioNTech(BNTX)本月早些时候关于其疫苗第三剂中和奥密克戎病毒有效性的结果相呼应。Moderna股价开盘前上涨超过7%。</blockquote></p><p> Investors also digested the unexpected news that Senator Joe Manchin (D., W. Va.) would not support President Joe Biden's $1.75 billion Build Back Better social policy bill. Manchin, speaking onFox News Sunday, said he had discussed with Democratic House and Senate leaders and Biden, but was unable to come to an agreement on the bill given concerns about inflation, the national debt and ongoing pandemic.</p><p><blockquote>投资者还消化了参议员乔·曼钦（西弗吉尼亚州民主党人）不会支持乔·拜登总统17.5亿美元的重建更好社会政策法案的意外消息。曼钦周日在福克斯新闻上表示，他已与民主党众议院和参议院领导人以及拜登进行了讨论，但鉴于对通货膨胀、国债和持续大流行的担忧，未能就该法案达成协议。</blockquote></p><p> White House Press Secretary Jen Psakireleased a statement&nbsp;calling Manchin's comments \"a sudden and inexplicable reversal in his position,\" and said the administration would work to move forward with the legislation next year.</p><p><blockquote>白宫新闻秘书珍·普萨基（Jen Psaki）发表声明，称曼钦的言论“是他立场的突然且令人费解的逆转”，并表示政府将努力在明年推进立法。</blockquote></p><p> Still, Goldman Sachs this weekend&nbsp;slashed its quarter GDP forecasts for 2022following Manchin's withdrawal of support for the bill. The economists, led by Jan Hatzius, said they expected the \"fiscal impulse will be somewhat more negative\" than previously expected next year, in absence of the spending on social and climate-related policies included in the bill. The firm lowered its U.S. GDP forecast to 2% from 3% for the first quarter of 2022, to 3% from 3.5% for the second quarter, and to 2.75% from 3% for the third quarter.</p><p><blockquote>尽管如此，在曼钦撤回对该法案的支持后，高盛本周末大幅下调了2022年季度GDP预测。以Jan Hatzius为首的经济学家表示，他们预计明年的“财政刺激将比之前预期的更加负面”，因为该法案中没有包括社会和气候相关政策的支出。该公司将2022年第一季度美国GDP预期从3%下调至2%，第二季度从3.5%下调至3%，第三季度从3%下调至2.75%。</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>Dow falls 500 points to start the week as omicron continues to spook markets<blockquote>由于奥密克戎继续令市场恐慌，道琼斯指数本周初下跌500点</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\">\nDow falls 500 points to start the week as omicron continues to spook markets<blockquote>由于奥密克戎继续令市场恐慌，道琼斯指数本周初下跌500点</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\">2021-12-20 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks fell on Monday at&nbsp;the start of a holiday-shortened week of trading, with investors considering renewed virus-related restrictions overseas and prospects that a significant social policy bill may be scuttled.</p><p><blockquote>周一，在假期缩短的交易周开始时，股市下跌，投资者考虑海外新的与病毒相关的限制，以及一项重大社会政策法案可能被否决的前景。</blockquote></p><p> The S&amp;P 500, Dow Nasdaq each dropped more than 1%. Treasury yields fell as investors piled into safe haven assets, and the benchmark 10-year yield held below 1.4%. The CBOE Volatility Index,or VIX,spiked more than 20% to hover above 25.</p><p><blockquote>标普500、道指纳斯达克均跌超1%。由于投资者涌入避险资产，美国国债收益率下跌，基准10年期国债收益率保持在1.4%以下。芝加哥期权交易所波动率指数(VIX)飙升逾20%，徘徊在25上方。</blockquote></p><p> U.S. crude oil prices sank 3% to trade below $69 per barrel as restrictions mounted in Europe, stoking jitters around energy demand. Countries from&nbsp;Germany to Irelandimposed curfews or travel restrictions in recent days given the rapidly spreading new variant. And the Netherlands over the weekend&nbsp;announced a nationwide lockdown of non-essential stores, bars and restaurants&nbsp;until Jan. 14. As of this weekend, the Omicron variant&nbsp;had been reported in about 89 countries,with cases doubling every 1.5 to 3 days.</p><p><blockquote>随着欧洲限制措施的加强，美国原油价格下跌3%，至每桶69美元以下，引发了人们对能源需求的不安。鉴于新变种迅速传播，从德国到爱尔兰等国家最近几天实施了宵禁或旅行限制。荷兰周末宣布在全国范围内封锁非必需品商店、酒吧和餐馆，直至1月14日。截至本周末，约有89个国家报告了奥密克戎变种，病例每1.5至3天翻一番。</blockquote></p><p> Renewed fears over the economic impact of the Omicron variant compounded with last week's concerns for investors around the prospects of tighter monetary policy, with the Federal Reserve accelerating its rate of asset-purchase tapering and signaling three interest rate hikes could be coming next year. Last week, each of the three major indexes posted steep weekly losses. The Nasdaq Composite fell 3% and the S&amp;P 500 and Dow each dropped by nearly 2% for the week.</p><p><blockquote>对奥密克戎变体经济影响的担忧再次加剧，加上上周投资者对收紧货币政策前景的担忧，美联储加快了缩减资产购买的步伐，并暗示明年可能会加息三次。上周，三大指数均出现周线大幅下跌。纳斯达克综合指数下跌3%，标普500指数和道琼斯指数本周均下跌近2%。</blockquote></p><p> Still, other updates around the effect of current COVID-19 vaccines on the variant were more upbeat. Moderna (MRNA)said Monday that a booster,or a third dose, of its shot increased Omicron neutralizing antibody levels. This echoed results from&nbsp;Pfizer (PFE) and BioNTech (BNTX) from earlier this month&nbsp;about the effectiveness of their vaccine's third dose on neutralizing Omicron. Shares of Moderna gained more than 7% ahead of the opening bell.</p><p><blockquote>尽管如此，关于当前新冠肺炎疫苗对该变种的影响的其他更新更加乐观。Moderna(MRNA)周一表示，其加强针或第三剂疫苗增加了奥密克戎中和抗体水平。这与辉瑞(PFE)和BioNTech(BNTX)本月早些时候关于其疫苗第三剂中和奥密克戎病毒有效性的结果相呼应。Moderna股价开盘前上涨超过7%。</blockquote></p><p> Investors also digested the unexpected news that Senator Joe Manchin (D., W. Va.) would not support President Joe Biden's $1.75 billion Build Back Better social policy bill. Manchin, speaking onFox News Sunday, said he had discussed with Democratic House and Senate leaders and Biden, but was unable to come to an agreement on the bill given concerns about inflation, the national debt and ongoing pandemic.</p><p><blockquote>投资者还消化了参议员乔·曼钦（西弗吉尼亚州民主党人）不会支持乔·拜登总统17.5亿美元的重建更好社会政策法案的意外消息。曼钦周日在福克斯新闻上表示，他已与民主党众议院和参议院领导人以及拜登进行了讨论，但鉴于对通货膨胀、国债和持续大流行的担忧，未能就该法案达成协议。</blockquote></p><p> White House Press Secretary Jen Psakireleased a statement&nbsp;calling Manchin's comments \"a sudden and inexplicable reversal in his position,\" and said the administration would work to move forward with the legislation next year.</p><p><blockquote>白宫新闻秘书珍·普萨基（Jen Psaki）发表声明，称曼钦的言论“是他立场的突然且令人费解的逆转”，并表示政府将努力在明年推进立法。</blockquote></p><p> Still, Goldman Sachs this weekend&nbsp;slashed its quarter GDP forecasts for 2022following Manchin's withdrawal of support for the bill. The economists, led by Jan Hatzius, said they expected the \"fiscal impulse will be somewhat more negative\" than previously expected next year, in absence of the spending on social and climate-related policies included in the bill. The firm lowered its U.S. GDP forecast to 2% from 3% for the first quarter of 2022, to 3% from 3.5% for the second quarter, and to 2.75% from 3% for the third quarter.</p><p><blockquote>尽管如此，在曼钦撤回对该法案的支持后，高盛本周末大幅下调了2022年季度GDP预测。以Jan Hatzius为首的经济学家表示，他们预计明年的“财政刺激将比之前预期的更加负面”，因为该法案中没有包括社会和气候相关政策的支出。该公司将2022年第一季度美国GDP预期从3%下调至2%，第二季度从3.5%下调至3%，第三季度从3%下调至2.75%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139958745","content_text":"Stocks fell on Monday at the start of a holiday-shortened week of trading, with investors considering renewed virus-related restrictions overseas and prospects that a significant social policy bill may be scuttled.\nThe S&P 500, Dow Nasdaq each dropped more than 1%. Treasury yields fell as investors piled into safe haven assets, and the benchmark 10-year yield held below 1.4%. The CBOE Volatility Index,or VIX,spiked more than 20% to hover above 25.\nU.S. crude oil prices sank 3% to trade below $69 per barrel as restrictions mounted in Europe, stoking jitters around energy demand. Countries from Germany to Irelandimposed curfews or travel restrictions in recent days given the rapidly spreading new variant. And the Netherlands over the weekend announced a nationwide lockdown of non-essential stores, bars and restaurants until Jan. 14. As of this weekend, the Omicron variant had been reported in about 89 countries,with cases doubling every 1.5 to 3 days.\nRenewed fears over the economic impact of the Omicron variant compounded with last week's concerns for investors around the prospects of tighter monetary policy, with the Federal Reserve accelerating its rate of asset-purchase tapering and signaling three interest rate hikes could be coming next year. Last week, each of the three major indexes posted steep weekly losses. The Nasdaq Composite fell 3% and the S&P 500 and Dow each dropped by nearly 2% for the week.\nStill, other updates around the effect of current COVID-19 vaccines on the variant were more upbeat. Moderna (MRNA)said Monday that a booster,or a third dose, of its shot increased Omicron neutralizing antibody levels. This echoed results from Pfizer (PFE) and BioNTech (BNTX) from earlier this month about the effectiveness of their vaccine's third dose on neutralizing Omicron. Shares of Moderna gained more than 7% ahead of the opening bell.\nInvestors also digested the unexpected news that Senator Joe Manchin (D., W. Va.) would not support President Joe Biden's $1.75 billion Build Back Better social policy bill. Manchin, speaking onFox News Sunday, said he had discussed with Democratic House and Senate leaders and Biden, but was unable to come to an agreement on the bill given concerns about inflation, the national debt and ongoing pandemic.\nWhite House Press Secretary Jen Psakireleased a statement calling Manchin's comments \"a sudden and inexplicable reversal in his position,\" and said the administration would work to move forward with the legislation next year.\nStill, Goldman Sachs this weekend slashed its quarter GDP forecasts for 2022following Manchin's withdrawal of support for the bill. The economists, led by Jan Hatzius, said they expected the \"fiscal impulse will be somewhat more negative\" than previously expected next year, in absence of the spending on social and climate-related policies included in the bill. The firm lowered its U.S. GDP forecast to 2% from 3% for the first quarter of 2022, to 3% from 3.5% for the second quarter, and to 2.75% from 3% for the third quarter.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699940064,"gmtCreate":1639742629863,"gmtModify":1639742630172,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Retire 10years later","listText":"Retire 10years later","text":"Retire 10years later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699940064","repostId":"2192927938","repostType":4,"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690843947,"gmtCreate":1639658042996,"gmtModify":1639658043316,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690843947","repostId":"1115875205","repostType":4,"repost":{"id":"1115875205","kind":"news","pubTimestamp":1639655888,"share":"https://www.laohu8.com/m/news/1115875205?lang=zh_CN&edition=full","pubTime":"2021-12-16 19:58","market":"us","language":"en","title":"Worthington EPS beats by $0.26, beats on revenue<blockquote>沃星顿EPS超过预期0.26美元，营收超过预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115875205","media":"Seeking Alpha","summary":"Worthington(NYSE:WOR): Q2 Non-GAAP EPS of $2.12beats by $0.26; GAAP EPS of $2.15beats by $0.57.\nReve","content":"<p><ul>  <li>Worthington(NYSE:WOR): Q2 Non-GAAP EPS of $2.12beats by $0.26; GAAP EPS of $2.15beats by $0.57.</li>  <li>Revenue of $1.2B (+64.1% Y/Y)beats by $10M.</li>  <li>“We are optimistic that we will continue to see healthy demand across our key end markets, and we are very excited to have recently closed on our largest acquisition to date with the purchase of Tempel Steel. The addition of Tempel makes us a global leader in the electrical steel market complementing our existing sustainable mobility offerings in lightweighting and hydrogen and positioning us to more widely serve rapidly growing global markets for electric vehicles and electricity infrastructure,” said President and CEO&nbsp;Andy Rose.</li> </ul></p><p><blockquote><ul><li>沃星顿（纽约证券交易所股票代码：WOR）：第二季度非GAAP每股收益为2.12美元，超过预期为0.26美元；GAAP每股收益为2.15美元，超过预期为0.57美元。</li><li>收入为$1.2 B（同比增长64.1%）超过预期为$1000万。</li><li>“我们乐观地认为，我们将继续看到关键终端市场的健康需求，我们很高兴最近完成了迄今为止最大的收购，收购了Tempel Steel.Tempel的加入使我们成为全球领导者电工钢市场补充了我们现有的轻量化和氢可持续移动产品，并使我们能够更广泛地服务于快速增长的全球电动汽车和电力基础设施市场，”总裁兼首席执行官安迪·罗斯(Andy Rose)表示。</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>Worthington EPS beats by $0.26, beats on revenue<blockquote>沃星顿EPS超过预期0.26美元，营收超过预期</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\">\nWorthington EPS beats by $0.26, beats on revenue<blockquote>沃星顿EPS超过预期0.26美元，营收超过预期</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\">2021-12-16 19:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Worthington(NYSE:WOR): Q2 Non-GAAP EPS of $2.12beats by $0.26; GAAP EPS of $2.15beats by $0.57.</li>  <li>Revenue of $1.2B (+64.1% Y/Y)beats by $10M.</li>  <li>“We are optimistic that we will continue to see healthy demand across our key end markets, and we are very excited to have recently closed on our largest acquisition to date with the purchase of Tempel Steel. The addition of Tempel makes us a global leader in the electrical steel market complementing our existing sustainable mobility offerings in lightweighting and hydrogen and positioning us to more widely serve rapidly growing global markets for electric vehicles and electricity infrastructure,” said President and CEO&nbsp;Andy Rose.</li> </ul></p><p><blockquote><ul><li>沃星顿（纽约证券交易所股票代码：WOR）：第二季度非GAAP每股收益为2.12美元，超过预期为0.26美元；GAAP每股收益为2.15美元，超过预期为0.57美元。</li><li>收入为$1.2 B（同比增长64.1%）超过预期为$1000万。</li><li>“我们乐观地认为，我们将继续看到关键终端市场的健康需求，我们很高兴最近完成了迄今为止最大的收购，收购了Tempel Steel.Tempel的加入使我们成为全球领导者电工钢市场补充了我们现有的轻量化和氢可持续移动产品，并使我们能够更广泛地服务于快速增长的全球电动汽车和电力基础设施市场，”总裁兼首席执行官安迪·罗斯(Andy Rose)表示。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3780677-worthington-eps-beats-0_26-beats-on-revenue\">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":{"WOR":"Worthington Industries Inc"},"source_url":"https://seekingalpha.com/news/3780677-worthington-eps-beats-0_26-beats-on-revenue","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115875205","content_text":"Worthington(NYSE:WOR): Q2 Non-GAAP EPS of $2.12beats by $0.26; GAAP EPS of $2.15beats by $0.57.\nRevenue of $1.2B (+64.1% Y/Y)beats by $10M.\n“We are optimistic that we will continue to see healthy demand across our key end markets, and we are very excited to have recently closed on our largest acquisition to date with the purchase of Tempel Steel. The addition of Tempel makes us a global leader in the electrical steel market complementing our existing sustainable mobility offerings in lightweighting and hydrogen and positioning us to more widely serve rapidly growing global markets for electric vehicles and electricity infrastructure,” said President and CEO Andy Rose.","news_type":1,"symbols_score_info":{"WOR":0.9}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690849431,"gmtCreate":1639658031836,"gmtModify":1639658032119,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Gd job","listText":"Gd job","text":"Gd job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690849431","repostId":"1179149645","repostType":4,"repost":{"id":"1179149645","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":1639656204,"share":"https://www.laohu8.com/m/news/1179149645?lang=zh_CN&edition=full","pubTime":"2021-12-16 20:03","market":"us","language":"en","title":"Bank of England surprises again, this time with hike to 25bp from 10bp<blockquote>英国央行再次出人意料，这次加息从10个基点至25个基点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179149645","media":"Tiger Newspress","summary":"Bank of England surprises again, this time with hike to 25bp from 10bp,its vote to hike rates was 8 ","content":"<p>Bank of England surprises again, this time with hike to 25bp from 10bp,its vote to hike rates was 8 to 1.</p><p><blockquote>英国央行再次出人意料，这次加息从10个基点升至25个基点，其加息投票结果为8比1。</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>Bank of England surprises again, this time with hike to 25bp from 10bp<blockquote>英国央行再次出人意料，这次加息从10个基点至25个基点</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\">\nBank of England surprises again, this time with hike to 25bp from 10bp<blockquote>英国央行再次出人意料，这次加息从10个基点至25个基点</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\">2021-12-16 20:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Bank of England surprises again, this time with hike to 25bp from 10bp,its vote to hike rates was 8 to 1.</p><p><blockquote>英国央行再次出人意料，这次加息从10个基点升至25个基点，其加息投票结果为8比1。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179149645","content_text":"Bank of England surprises again, this time with hike to 25bp from 10bp,its vote to hike rates was 8 to 1.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690853820,"gmtCreate":1639657271019,"gmtModify":1639657271331,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Sure","listText":"Sure","text":"Sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690853820","repostId":"1122700546","repostType":4,"repost":{"id":"1122700546","kind":"news","pubTimestamp":1639656448,"share":"https://www.laohu8.com/m/news/1122700546?lang=zh_CN&edition=full","pubTime":"2021-12-16 20:07","market":"us","language":"en","title":"Shopify rallies after Evercore ISI calls out +25% upside potential<blockquote>Evercore ISI评级上涨潜力+25%后Shopify上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122700546","media":"Seeking Alpha","summary":"Evercore ISI upgrades Shopify(NYSE:SHOP)to an Outperform rating after having it lined up at In Line.","content":"<p><ul>  <li>Evercore ISI upgrades Shopify(NYSE:SHOP)to an Outperform rating after having it lined up at In Line.</li>  <li>Analyst Mark Mahaney says the stock is dislocated at 20% off their YTD highs and with a forward EV/sales multiple of 24X that is at a pre-pandemic level. Mahaney and team also view SHOP as one of the highest quality assets in their coverage, noting the 2021-2023 Revenue CAGR of 34% is the fastest among all the Mega and Large Cap coverage. Growth opportunities and option value are also called out.</li>  <li>Shares of SHOP are&nbsp;up 3.08%&nbsp;in premarket action to $1,410.26.</li>  <li>Evercore ISI assigns a price target of $1,770 to rep 29% upside potential and stands above the&nbsp;average Wall Street PT of $1,698.19.</li> </ul></p><p><blockquote><ul><li>Evercore ISI将Shopify(NYSE：SHOP)评级上调至跑赢大盘评级。</li><li>分析师Mark Mahaney表示，该股较年初至今高点下跌20%，远期EV/销售额倍数为24倍，处于大流行前的水平。Mahaney和团队还将SHOP视为其覆盖范围内最优质的资产之一，并指出2021-2023年收入复合年增长率为34%，是所有大型股和大盘股覆盖范围中最快的。增长机会和期权价值也被提及。</li><li>SHOP股价在盘前上涨3.08%，至1,410.26美元。</li><li>Evercore ISI将rep 29%的上涨潜力定为1,770美元，高于华尔街平均PT 1,698.19美元。</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>Shopify rallies after Evercore ISI calls out +25% upside potential<blockquote>Evercore ISI评级上涨潜力+25%后Shopify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\">\nShopify rallies after Evercore ISI calls out +25% upside potential<blockquote>Evercore ISI评级上涨潜力+25%后Shopify上涨</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\">2021-12-16 20:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Evercore ISI upgrades Shopify(NYSE:SHOP)to an Outperform rating after having it lined up at In Line.</li>  <li>Analyst Mark Mahaney says the stock is dislocated at 20% off their YTD highs and with a forward EV/sales multiple of 24X that is at a pre-pandemic level. Mahaney and team also view SHOP as one of the highest quality assets in their coverage, noting the 2021-2023 Revenue CAGR of 34% is the fastest among all the Mega and Large Cap coverage. Growth opportunities and option value are also called out.</li>  <li>Shares of SHOP are&nbsp;up 3.08%&nbsp;in premarket action to $1,410.26.</li>  <li>Evercore ISI assigns a price target of $1,770 to rep 29% upside potential and stands above the&nbsp;average Wall Street PT of $1,698.19.</li> </ul></p><p><blockquote><ul><li>Evercore ISI将Shopify(NYSE：SHOP)评级上调至跑赢大盘评级。</li><li>分析师Mark Mahaney表示，该股较年初至今高点下跌20%，远期EV/销售额倍数为24倍，处于大流行前的水平。Mahaney和团队还将SHOP视为其覆盖范围内最优质的资产之一，并指出2021-2023年收入复合年增长率为34%，是所有大型股和大盘股覆盖范围中最快的。增长机会和期权价值也被提及。</li><li>SHOP股价在盘前上涨3.08%，至1,410.26美元。</li><li>Evercore ISI将rep 29%的上涨潜力定为1,770美元，高于华尔街平均PT 1,698.19美元。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3780681-shopify-rallies-after-evercore-isi-calls-out-25-upside-potential\">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":{"SHOP":"Shopify Inc"},"source_url":"https://seekingalpha.com/news/3780681-shopify-rallies-after-evercore-isi-calls-out-25-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122700546","content_text":"Evercore ISI upgrades Shopify(NYSE:SHOP)to an Outperform rating after having it lined up at In Line.\nAnalyst Mark Mahaney says the stock is dislocated at 20% off their YTD highs and with a forward EV/sales multiple of 24X that is at a pre-pandemic level. Mahaney and team also view SHOP as one of the highest quality assets in their coverage, noting the 2021-2023 Revenue CAGR of 34% is the fastest among all the Mega and Large Cap coverage. Growth opportunities and option value are also called out.\nShares of SHOP are up 3.08% in premarket action to $1,410.26.\nEvercore ISI assigns a price target of $1,770 to rep 29% upside potential and stands above the average Wall Street PT of $1,698.19.","news_type":1,"symbols_score_info":{"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607578386,"gmtCreate":1639572305427,"gmtModify":1639572305718,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"PANIC SELL","listText":"PANIC SELL","text":"PANIC SELL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607578386","repostId":"2191967035","repostType":4,"isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607307192,"gmtCreate":1639485087999,"gmtModify":1639485088304,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"the big short","listText":"the big short","text":"the big short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607307192","repostId":"1133719042","repostType":4,"repost":{"id":"1133719042","kind":"news","pubTimestamp":1639482751,"share":"https://www.laohu8.com/m/news/1133719042?lang=zh_CN&edition=full","pubTime":"2021-12-14 19:52","market":"us","language":"en","title":"Omicron variant and threat of higher interest rates cause investors to hoard cash: BofA<blockquote>美国银行：奥密克戎变化和加息威胁导致投资者囤积现金</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133719042","media":"Yahoo Finance","summary":"While traders are making bank chasing Apple to a $3 trillion market cap, many in the market are addi","content":"<p>While traders are&nbsp;making bank&nbsp;chasing Apple to a $3 trillion market cap, many in the market are adding cash to their accounts amid heightened concerns around the Omicron variant and a&nbsp;more hawkish Federal Reserve.</p><p><blockquote>虽然交易员正在让银行追逐苹果的市值达到3万亿美元，但由于对Omicron变体和美联储更加鹰派的担忧加剧，市场上的许多人正在向他们的账户增加现金。</blockquote></p><p> Bank of America's monthly fund manager survey out Tuesday found cash allocation among investors surged 14 percentage points in December from November. Fund managers were net 36% overweight cash, the highest allocation to the asset class since May 2020.</p><p><blockquote>美国银行周二公布的月度基金经理调查发现，12月份投资者的现金配置较11月份激增了14个百分点。基金经理持有36%的跑赢大盘现金，这是自2020年5月以来该资产类别的最高配置。</blockquote></p><p> Besides cash, investors also rotated into defensive sectors of the market such as health care and REITs.</p><p><blockquote>除了现金，投资者还转向医疗保健和房地产投资信托基金等市场防御性板块。</blockquote></p><p> \"Hawkish central banks spark a surge in cash and more defensive asset allocation,\" explains BofA strategist Michael Hartnett.</p><p><blockquote>美国央行策略师迈克尔·哈特内特解释称，“鹰派的央行引发了现金激增和更具防御性的资产配置。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7dfdaad87d0faff91f9de8e5f52fafa\" tg-width=\"705\" tg-height=\"459\" width=\"100%\" height=\"auto\">The cash bulls could unwind, Hartnett hints, if the Fed is a little less hawkish on policy at its meeting this week.</p><p><blockquote>哈特尼特暗示，如果美联储在本周的会议上对政策不那么鹰派，现金多头可能会放松。</blockquote></p><p> \"If December FOMC [meeting] is dovish, crypto, unprofitable tech, banks, EM would rally… if hawkish, cash stays cash,\" Hartnett adds.</p><p><blockquote>“如果12月FOMC[会议]是鸽派的，加密货币、无利可图的科技、银行、新兴市场将会上涨……如果是鹰派的，现金就会保持现金，”Hartnett补充道。</blockquote></p><p> Decreased investor appetite for risk-taking right now — and more appetite to raise cash — could be seen in the yawning bearishness in meme stocks.</p><p><blockquote>投资者目前承担风险的意愿下降，以及筹集现金的意愿增加，这可以从模因股票的熊市中看出。</blockquote></p><p> Shares of&nbsp;GameStop&nbsp;and&nbsp;AMC&nbsp;dropped 4% and 6%, respectively, in pre-market trading Tuesday. On Monday,AMC's stock crashed 15% while GameStop tanked 13%.</p><p><blockquote>周二盘前交易中，游戏驿站和AMC的股价分别下跌4%和6%。周一，AMC股价暴跌15%，游戏驿站股价下跌13%。</blockquote></p><p> Both popular meme stocks are down more than 60% from their highs achieved earlier in the year, when owning cash wasn't exactly in favor.</p><p><blockquote>这两只受欢迎的模因股票均较今年早些时候的高点下跌了60%以上，当时持有现金并不受欢迎。</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>Omicron variant and threat of higher interest rates cause investors to hoard cash: BofA<blockquote>美国银行：奥密克戎变化和加息威胁导致投资者囤积现金</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\">\nOmicron variant and threat of higher interest rates cause investors to hoard cash: BofA<blockquote>美国银行：奥密克戎变化和加息威胁导致投资者囤积现金</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\">2021-12-14 19:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While traders are&nbsp;making bank&nbsp;chasing Apple to a $3 trillion market cap, many in the market are adding cash to their accounts amid heightened concerns around the Omicron variant and a&nbsp;more hawkish Federal Reserve.</p><p><blockquote>虽然交易员正在让银行追逐苹果的市值达到3万亿美元，但由于对Omicron变体和美联储更加鹰派的担忧加剧，市场上的许多人正在向他们的账户增加现金。</blockquote></p><p> Bank of America's monthly fund manager survey out Tuesday found cash allocation among investors surged 14 percentage points in December from November. Fund managers were net 36% overweight cash, the highest allocation to the asset class since May 2020.</p><p><blockquote>美国银行周二公布的月度基金经理调查发现，12月份投资者的现金配置较11月份激增了14个百分点。基金经理持有36%的跑赢大盘现金，这是自2020年5月以来该资产类别的最高配置。</blockquote></p><p> Besides cash, investors also rotated into defensive sectors of the market such as health care and REITs.</p><p><blockquote>除了现金，投资者还转向医疗保健和房地产投资信托基金等市场防御性板块。</blockquote></p><p> \"Hawkish central banks spark a surge in cash and more defensive asset allocation,\" explains BofA strategist Michael Hartnett.</p><p><blockquote>美国央行策略师迈克尔·哈特内特解释称，“鹰派的央行引发了现金激增和更具防御性的资产配置。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7dfdaad87d0faff91f9de8e5f52fafa\" tg-width=\"705\" tg-height=\"459\" width=\"100%\" height=\"auto\">The cash bulls could unwind, Hartnett hints, if the Fed is a little less hawkish on policy at its meeting this week.</p><p><blockquote>哈特尼特暗示，如果美联储在本周的会议上对政策不那么鹰派，现金多头可能会放松。</blockquote></p><p> \"If December FOMC [meeting] is dovish, crypto, unprofitable tech, banks, EM would rally… if hawkish, cash stays cash,\" Hartnett adds.</p><p><blockquote>“如果12月FOMC[会议]是鸽派的，加密货币、无利可图的科技、银行、新兴市场将会上涨……如果是鹰派的，现金就会保持现金，”Hartnett补充道。</blockquote></p><p> Decreased investor appetite for risk-taking right now — and more appetite to raise cash — could be seen in the yawning bearishness in meme stocks.</p><p><blockquote>投资者目前承担风险的意愿下降，以及筹集现金的意愿增加，这可以从模因股票的熊市中看出。</blockquote></p><p> Shares of&nbsp;GameStop&nbsp;and&nbsp;AMC&nbsp;dropped 4% and 6%, respectively, in pre-market trading Tuesday. On Monday,AMC's stock crashed 15% while GameStop tanked 13%.</p><p><blockquote>周二盘前交易中，游戏驿站和AMC的股价分别下跌4%和6%。周一，AMC股价暴跌15%，游戏驿站股价下跌13%。</blockquote></p><p> Both popular meme stocks are down more than 60% from their highs achieved earlier in the year, when owning cash wasn't exactly in favor.</p><p><blockquote>这两只受欢迎的模因股票均较今年早些时候的高点下跌了60%以上，当时持有现金并不受欢迎。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/omicron-variant-and-threat-of-higher-interest-rates-cause-investors-to-hoard-cash-bof-a-114603519.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":{"BAC":"美国银行"},"source_url":"https://finance.yahoo.com/news/omicron-variant-and-threat-of-higher-interest-rates-cause-investors-to-hoard-cash-bof-a-114603519.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133719042","content_text":"While traders are making bank chasing Apple to a $3 trillion market cap, many in the market are adding cash to their accounts amid heightened concerns around the Omicron variant and a more hawkish Federal Reserve.\nBank of America's monthly fund manager survey out Tuesday found cash allocation among investors surged 14 percentage points in December from November. Fund managers were net 36% overweight cash, the highest allocation to the asset class since May 2020.\nBesides cash, investors also rotated into defensive sectors of the market such as health care and REITs.\n\"Hawkish central banks spark a surge in cash and more defensive asset allocation,\" explains BofA strategist Michael Hartnett.\nThe cash bulls could unwind, Hartnett hints, if the Fed is a little less hawkish on policy at its meeting this week.\n\"If December FOMC [meeting] is dovish, crypto, unprofitable tech, banks, EM would rally… if hawkish, cash stays cash,\" Hartnett adds.\nDecreased investor appetite for risk-taking right now — and more appetite to raise cash — could be seen in the yawning bearishness in meme stocks.\nShares of GameStop and AMC dropped 4% and 6%, respectively, in pre-market trading Tuesday. On Monday,AMC's stock crashed 15% while GameStop tanked 13%.\nBoth popular meme stocks are down more than 60% from their highs achieved earlier in the year, when owning cash wasn't exactly in favor.","news_type":1,"symbols_score_info":{"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604273768,"gmtCreate":1639407528141,"gmtModify":1639407529232,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"BULL","listText":"BULL","text":"BULL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604273768","repostId":"1189054531","repostType":4,"repost":{"id":"1189054531","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":1639406050,"share":"https://www.laohu8.com/m/news/1189054531?lang=zh_CN&edition=full","pubTime":"2021-12-13 22:34","market":"us","language":"en","title":"U.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>美联储会议前美国股市开盘走软，开启12月第二整周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189054531","media":"Tiger Newspress","summary":"The S&P 500 was steady on Monday after the index notched its best week since February and a fresh re","content":"<p>The S&amp;P 500 was steady on Monday after the index notched its best week since February and a fresh record close, rebounding from a big sell-off triggered by fears of the omicron coronavirus variant.</p><p><blockquote>周一，标普500保持稳定，此前该指数创下2月份以来最好的一周，并创下新的收盘纪录，从对omicron冠状病毒变种的担忧引发的大幅抛售中反弹。</blockquote></p><p> The S&amp;P 500 inched down 0.1% and sits about 0.8% from its intra-day record. The Dow Jones Industrial Average traded 30 points lower, or 0.1%. The technology-focused Nasdaq Composite was down 0.15%.</p><p><blockquote>标普500小幅下跌0.1%，较盘中纪录下跌约0.8%。道琼斯工业平均指数下跌30点，即0.1%。以科技股为主的纳斯达克综合指数下跌0.15%。</blockquote></p><p> Modernashares were among the strongest gainers Monday, rising 3% a day after the White House’s top infectious disease expert Dr. Anthony Faucicalled Covid booster shots “optimal care,”but said the definition of fully vaccinated would not change.</p><p><blockquote>Modernashares是周一涨幅最大的股票之一，在白宫顶级传染病专家Anthony Fauci博士称Covid加强注射为“最佳护理”后，一天上涨3%，但表示完全接种疫苗的定义不会改变。</blockquote></p><p> Elsewhere,Apple&nbsp;moved closer in its quest to become the market’s first $3 trillion company, gaining about 1% following an upgrade from JP Morgan.</p><p><blockquote>在其他方面，苹果在成为市场上第一家价值3万亿美元的公司方面更进一步，在摩根大通上调评级后上涨了约1%。</blockquote></p><p> Monday’s action followed a strong week on Wall Street as investors shrugged off&nbsp;a hot inflation reading. The blue-chip Dow gained 4% last week, breaking a four-week losing streak with its best weekly performance since March. The S&amp;P 500 and the Nasdaq Composite jumped 3.8% and 3.6%, respectively, last week, both posting their best weekly performance since early February.</p><p><blockquote>周一的行动是在华尔街经历了强劲的一周之后进行的，投资者对火爆的通胀数据不屑一顾。蓝筹股道指上周上涨4%，打破四周连跌，创3月以来最佳单周表现。标普500和纳斯达克综合指数上周分别上涨3.8%和3.6%，均创下2月初以来的最佳单周表现。</blockquote></p><p> Investors digested a jump in headline inflation data, which&nbsp;came in at 6.8% in November&nbsp;year-over-year for the biggest surge since 1982.&nbsp;The print was marginally higher than the 6.7% Dow Jones estimate.</p><p><blockquote>投资者消化了整体通胀数据的大幅上涨，11月份通胀数据同比增长6.8%，创1982年以来最大增幅。该数据略高于道琼斯6.7%的预期。</blockquote></p><p> “The fact is that inflation is likely to remain on the higher side for a while and risks of sticky inflation remain, although we believe that the passing of base effects and the easing of supply chain constraints by the end of the first quarter of next year should slowly bring inflation down to more comfortable levels,” Rick Rieder, BlackRock’s chief investment officer of global fixed income, said in a note.</p><p><blockquote>贝莱德全球固定收益首席投资官Rick Rieder在一份报告中表示：“事实是，通胀可能会在一段时间内保持偏高，粘性通胀的风险依然存在，尽管我们认为明年第一季度末基数效应的过去和供应链限制的缓解应该会慢慢将通胀降至更舒适的水平。”</blockquote></p><p> The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>关键的通胀数据是在美联储本周举行为期两天的政策会议之前发布的，预计政策制定者将在会上讨论加快结束债券购买计划。</blockquote></p><p> Fed Chair Jerome Powell, as well as&nbsp;a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及一系列美联储发言人最近都表示，美联储可能会比目前的2022年6月时间表更早结束每月1200亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to&nbsp;take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>马克·海菲尔表示：“我们相信，尽管额外的波动仍然是一个风险，但市场可以继续从容应对更高的通胀数据。由于美联储政策保持相对宽松，股市的背景仍然是积极的，我们看好全球增长的赢家。”瑞银全球财富管理首席投资官。</blockquote></p><p> Stocks bounced back last week as investors bet that the initial worry about the Covid strain is overblown. Many also took solace in thenews from Pfizer and BioNTechthat a study found three doses of their vaccine provides a high level of protection against the variant.</p><p><blockquote>上周股市反弹，因为投资者押注最初对新冠病毒株的担忧被夸大了。许多人还从辉瑞和BioNTech的消息中感到安慰，一项研究发现他们的三剂疫苗提供了针对该变种的高水平保护。</blockquote></p><p> As of Sunday, the&nbsp;U.S. was approaching&nbsp;800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日，美国。与冠状病毒相关的死亡人数接近80万。这种新变种促使一些政府官员恢复健康限制以减缓传播。</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>U.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>美联储会议前美国股市开盘走软，开启12月第二整周</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\">\nU.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>美联储会议前美国股市开盘走软，开启12月第二整周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-13 22:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The S&amp;P 500 was steady on Monday after the index notched its best week since February and a fresh record close, rebounding from a big sell-off triggered by fears of the omicron coronavirus variant.</p><p><blockquote>周一，标普500保持稳定，此前该指数创下2月份以来最好的一周，并创下新的收盘纪录，从对omicron冠状病毒变种的担忧引发的大幅抛售中反弹。</blockquote></p><p> The S&amp;P 500 inched down 0.1% and sits about 0.8% from its intra-day record. The Dow Jones Industrial Average traded 30 points lower, or 0.1%. The technology-focused Nasdaq Composite was down 0.15%.</p><p><blockquote>标普500小幅下跌0.1%，较盘中纪录下跌约0.8%。道琼斯工业平均指数下跌30点，即0.1%。以科技股为主的纳斯达克综合指数下跌0.15%。</blockquote></p><p> Modernashares were among the strongest gainers Monday, rising 3% a day after the White House’s top infectious disease expert Dr. Anthony Faucicalled Covid booster shots “optimal care,”but said the definition of fully vaccinated would not change.</p><p><blockquote>Modernashares是周一涨幅最大的股票之一，在白宫顶级传染病专家Anthony Fauci博士称Covid加强注射为“最佳护理”后，一天上涨3%，但表示完全接种疫苗的定义不会改变。</blockquote></p><p> Elsewhere,Apple&nbsp;moved closer in its quest to become the market’s first $3 trillion company, gaining about 1% following an upgrade from JP Morgan.</p><p><blockquote>在其他方面，苹果在成为市场上第一家价值3万亿美元的公司方面更进一步，在摩根大通上调评级后上涨了约1%。</blockquote></p><p> Monday’s action followed a strong week on Wall Street as investors shrugged off&nbsp;a hot inflation reading. The blue-chip Dow gained 4% last week, breaking a four-week losing streak with its best weekly performance since March. The S&amp;P 500 and the Nasdaq Composite jumped 3.8% and 3.6%, respectively, last week, both posting their best weekly performance since early February.</p><p><blockquote>周一的行动是在华尔街经历了强劲的一周之后进行的，投资者对火爆的通胀数据不屑一顾。蓝筹股道指上周上涨4%，打破四周连跌，创3月以来最佳单周表现。标普500和纳斯达克综合指数上周分别上涨3.8%和3.6%，均创下2月初以来的最佳单周表现。</blockquote></p><p> Investors digested a jump in headline inflation data, which&nbsp;came in at 6.8% in November&nbsp;year-over-year for the biggest surge since 1982.&nbsp;The print was marginally higher than the 6.7% Dow Jones estimate.</p><p><blockquote>投资者消化了整体通胀数据的大幅上涨，11月份通胀数据同比增长6.8%，创1982年以来最大增幅。该数据略高于道琼斯6.7%的预期。</blockquote></p><p> “The fact is that inflation is likely to remain on the higher side for a while and risks of sticky inflation remain, although we believe that the passing of base effects and the easing of supply chain constraints by the end of the first quarter of next year should slowly bring inflation down to more comfortable levels,” Rick Rieder, BlackRock’s chief investment officer of global fixed income, said in a note.</p><p><blockquote>贝莱德全球固定收益首席投资官Rick Rieder在一份报告中表示：“事实是，通胀可能会在一段时间内保持偏高，粘性通胀的风险依然存在，尽管我们认为明年第一季度末基数效应的过去和供应链限制的缓解应该会慢慢将通胀降至更舒适的水平。”</blockquote></p><p> The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>关键的通胀数据是在美联储本周举行为期两天的政策会议之前发布的，预计政策制定者将在会上讨论加快结束债券购买计划。</blockquote></p><p> Fed Chair Jerome Powell, as well as&nbsp;a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及一系列美联储发言人最近都表示，美联储可能会比目前的2022年6月时间表更早结束每月1200亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to&nbsp;take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>马克·海菲尔表示：“我们相信，尽管额外的波动仍然是一个风险，但市场可以继续从容应对更高的通胀数据。由于美联储政策保持相对宽松，股市的背景仍然是积极的，我们看好全球增长的赢家。”瑞银全球财富管理首席投资官。</blockquote></p><p> Stocks bounced back last week as investors bet that the initial worry about the Covid strain is overblown. Many also took solace in thenews from Pfizer and BioNTechthat a study found three doses of their vaccine provides a high level of protection against the variant.</p><p><blockquote>上周股市反弹，因为投资者押注最初对新冠病毒株的担忧被夸大了。许多人还从辉瑞和BioNTech的消息中感到安慰，一项研究发现他们的三剂疫苗提供了针对该变种的高水平保护。</blockquote></p><p> As of Sunday, the&nbsp;U.S. was approaching&nbsp;800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日，美国。与冠状病毒相关的死亡人数接近80万。这种新变种促使一些政府官员恢复健康限制以减缓传播。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189054531","content_text":"The S&P 500 was steady on Monday after the index notched its best week since February and a fresh record close, rebounding from a big sell-off triggered by fears of the omicron coronavirus variant.\nThe S&P 500 inched down 0.1% and sits about 0.8% from its intra-day record. The Dow Jones Industrial Average traded 30 points lower, or 0.1%. The technology-focused Nasdaq Composite was down 0.15%.\nModernashares were among the strongest gainers Monday, rising 3% a day after the White House’s top infectious disease expert Dr. Anthony Faucicalled Covid booster shots “optimal care,”but said the definition of fully vaccinated would not change.\nElsewhere,Apple moved closer in its quest to become the market’s first $3 trillion company, gaining about 1% following an upgrade from JP Morgan.\nMonday’s action followed a strong week on Wall Street as investors shrugged off a hot inflation reading. The blue-chip Dow gained 4% last week, breaking a four-week losing streak with its best weekly performance since March. The S&P 500 and the Nasdaq Composite jumped 3.8% and 3.6%, respectively, last week, both posting their best weekly performance since early February.\nInvestors digested a jump in headline inflation data, which came in at 6.8% in November year-over-year for the biggest surge since 1982. The print was marginally higher than the 6.7% Dow Jones estimate.\n“The fact is that inflation is likely to remain on the higher side for a while and risks of sticky inflation remain, although we believe that the passing of base effects and the easing of supply chain constraints by the end of the first quarter of next year should slowly bring inflation down to more comfortable levels,” Rick Rieder, BlackRock’s chief investment officer of global fixed income, said in a note.\nThe key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.\nFed Chair Jerome Powell, as well as a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.\n“We believe markets can continue to take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.\nStocks bounced back last week as investors bet that the initial worry about the Covid strain is overblown. Many also took solace in thenews from Pfizer and BioNTechthat a study found three doses of their vaccine provides a high level of protection against the variant.\nAs of Sunday, the U.S. was approaching 800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604924825,"gmtCreate":1639316187328,"gmtModify":1639316187602,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604924825","repostId":"2190679207","repostType":4,"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605447987,"gmtCreate":1639233230093,"gmtModify":1639233230370,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Joke elon. Manipulator","listText":"Joke elon. Manipulator","text":"Joke elon. Manipulator","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605447987","repostId":"2190620320","repostType":4,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605178655,"gmtCreate":1639137271119,"gmtModify":1639137327170,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605178655","repostId":"1137707392","repostType":4,"repost":{"id":"1137707392","kind":"news","pubTimestamp":1639137211,"share":"https://www.laohu8.com/m/news/1137707392?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:53","market":"us","language":"en","title":"Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：瑞银为何对这家电子商务巨头寄予厚望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137707392","media":"TheStreet","summary":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impre","content":"<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?</p><p><blockquote>瑞银最近的一份报告给予亚马逊股票强烈买入评级，并将其目标价设定在令人印象深刻的4700美元。瑞士银行为何如此看好这家电商巨头？</blockquote></p><p> It hasn’t been a great year for&nbsp;<b>Amazon’s</b>&nbsp;stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&amp;P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix&nbsp;and Alphabet.</p><p><blockquote>这不是一个伟大的一年<b>亚马逊的</b>股票。今年迄今为止，仅上涨了约10%。这意味着亚马逊的表现落后于标普500(27%)、纳斯达克综合指数(24%)及其FAANG同行——Meta、苹果、Netflix和Alphabet。</blockquote></p><p> The reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.</p><p><blockquote>亚马逊今年表现不佳的原因现在众所周知：除了电子商务竞争加剧之外，亚马逊还必须应对供应链瓶颈和劳动力限制。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: One of Amazon's fulfilment centers.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的一个履行中心。</span></p></blockquote></p><p> However, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.</p><p><blockquote>然而，瑞银分析师Kunal Madhukar认为，2022年可能是亚马逊的一年。事实上，他已将这家电子商务巨头列为他最喜欢的美国科技股，并将目标价定为每股4700美元。这意味着大约36%的上涨空间。</blockquote></p><p> Why is Madhukar so bullish on Amazon? Let’s dig in.</p><p><blockquote>为什么Madhukar如此看好亚马逊？让我们开始吧。</blockquote></p><p> <b>Multiple levers of growth</b></p><p><blockquote><b>多重增长杠杆</b></blockquote></p><p> UBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.</p><p><blockquote>瑞银的Madhukar认为，亚马逊可以通过依靠其多个业务部门轻松提高盈利能力。尽管电子商务部门在2021年难以保持吸引力，但该公司仍然可以依靠其云计算部门AWS（亚马逊网络服务）以及广告部门。</blockquote></p><p> In addition, Amazon can simply raise its prices.</p><p><blockquote>此外，亚马逊可以简单地提高价格。</blockquote></p><p> In fact, Amazon has already announced it will&nbsp;elevate its FBA&nbsp;(Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.</p><p><blockquote>事实上，据摩根士丹利称，亚马逊已经宣布将在2022年提高FBA（亚马逊履行）费用，这将使亚马逊的利润额外增加10亿美元。</blockquote></p><p> But UBS analysts go even further, arguing the price of Prime membership should also be adjusted.</p><p><blockquote>但瑞银分析师走得更远，认为Prime会员的价格也应该调整。</blockquote></p><p> Since its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.</p><p><blockquote>自2018年上次Prime提价以来，亚马逊一直在大力投资更快的交付服务并扩大其Prime视频内容。这不是巧合。</blockquote></p><p> “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.</p><p><blockquote>瑞银最近的一份报告称：“更高的Prime和FBA价格每年可能为收入贡献80亿至300亿美元，[息税前利润]为80亿至260亿美元，其中大部分不在我们的估计范围内。”</blockquote></p><p> <b>Earnings optimism</b></p><p><blockquote><b>盈利乐观</b></blockquote></p><p> Mr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.</p><p><blockquote>Madhukar先生对亚马逊的零售和AWS部门比华尔街其他人更加乐观。他在最近的报告中指出：“由于普遍的收入估计过于保守，零售和网络服务的积极估计修正，该股可能会多次重新评级。”</blockquote></p><p> However, as&nbsp;Barron’s&nbsp;has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”</p><p><blockquote>然而，正如《巴伦周刊》所指出的，“即使2021年至2023年间价格没有大幅上涨，亚马逊也将受益于120亿美元的AWS息税前利润(EBIT)增量和150亿美元的广告息税前利润增量。”</blockquote></p><p> <b>Should you buy Amazon on the dip?</b></p><p><blockquote><b>你应该逢低买入亚马逊吗？</b></blockquote></p><p> Amazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.</p><p><blockquote>亚马逊最近的财务报告错过了营收和利润。2021年电子商务增长放缓，同时公司一直在大力投资物流和基础设施。</blockquote></p><p> But UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.</p><p><blockquote>但瑞银分析师Kunal Madhukar相信，通过战略性地利用其AWS和广告部门以及提高价格，亚马逊可能会在2022年下半年看到利润率的提高。</blockquote></p><p> It’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.</p><p><blockquote>很难确定亚马逊2022年的共识价格目标。研究该股票的每位不同分析师对亚马逊不同业务部门都有不同的预测。</blockquote></p><p> Still, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.</p><p><blockquote>尽管如此，华尔街似乎同意亚马逊目前值得大力买入。这意味着其长期基本面至少是坚实的。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：瑞银为何对这家电子商务巨头寄予厚望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：瑞银为何对这家电子商务巨头寄予厚望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?</p><p><blockquote>瑞银最近的一份报告给予亚马逊股票强烈买入评级，并将其目标价设定在令人印象深刻的4700美元。瑞士银行为何如此看好这家电商巨头？</blockquote></p><p> It hasn’t been a great year for&nbsp;<b>Amazon’s</b>&nbsp;stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&amp;P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix&nbsp;and Alphabet.</p><p><blockquote>这不是一个伟大的一年<b>亚马逊的</b>股票。今年迄今为止，仅上涨了约10%。这意味着亚马逊的表现落后于标普500(27%)、纳斯达克综合指数(24%)及其FAANG同行——Meta、苹果、Netflix和Alphabet。</blockquote></p><p> The reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.</p><p><blockquote>亚马逊今年表现不佳的原因现在众所周知：除了电子商务竞争加剧之外，亚马逊还必须应对供应链瓶颈和劳动力限制。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: One of Amazon's fulfilment centers.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的一个履行中心。</span></p></blockquote></p><p> However, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.</p><p><blockquote>然而，瑞银分析师Kunal Madhukar认为，2022年可能是亚马逊的一年。事实上，他已将这家电子商务巨头列为他最喜欢的美国科技股，并将目标价定为每股4700美元。这意味着大约36%的上涨空间。</blockquote></p><p> Why is Madhukar so bullish on Amazon? Let’s dig in.</p><p><blockquote>为什么Madhukar如此看好亚马逊？让我们开始吧。</blockquote></p><p> <b>Multiple levers of growth</b></p><p><blockquote><b>多重增长杠杆</b></blockquote></p><p> UBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.</p><p><blockquote>瑞银的Madhukar认为，亚马逊可以通过依靠其多个业务部门轻松提高盈利能力。尽管电子商务部门在2021年难以保持吸引力，但该公司仍然可以依靠其云计算部门AWS（亚马逊网络服务）以及广告部门。</blockquote></p><p> In addition, Amazon can simply raise its prices.</p><p><blockquote>此外，亚马逊可以简单地提高价格。</blockquote></p><p> In fact, Amazon has already announced it will&nbsp;elevate its FBA&nbsp;(Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.</p><p><blockquote>事实上，据摩根士丹利称，亚马逊已经宣布将在2022年提高FBA（亚马逊履行）费用，这将使亚马逊的利润额外增加10亿美元。</blockquote></p><p> But UBS analysts go even further, arguing the price of Prime membership should also be adjusted.</p><p><blockquote>但瑞银分析师走得更远，认为Prime会员的价格也应该调整。</blockquote></p><p> Since its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.</p><p><blockquote>自2018年上次Prime提价以来，亚马逊一直在大力投资更快的交付服务并扩大其Prime视频内容。这不是巧合。</blockquote></p><p> “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.</p><p><blockquote>瑞银最近的一份报告称：“更高的Prime和FBA价格每年可能为收入贡献80亿至300亿美元，[息税前利润]为80亿至260亿美元，其中大部分不在我们的估计范围内。”</blockquote></p><p> <b>Earnings optimism</b></p><p><blockquote><b>盈利乐观</b></blockquote></p><p> Mr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.</p><p><blockquote>Madhukar先生对亚马逊的零售和AWS部门比华尔街其他人更加乐观。他在最近的报告中指出：“由于普遍的收入估计过于保守，零售和网络服务的积极估计修正，该股可能会多次重新评级。”</blockquote></p><p> However, as&nbsp;Barron’s&nbsp;has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”</p><p><blockquote>然而，正如《巴伦周刊》所指出的，“即使2021年至2023年间价格没有大幅上涨，亚马逊也将受益于120亿美元的AWS息税前利润(EBIT)增量和150亿美元的广告息税前利润增量。”</blockquote></p><p> <b>Should you buy Amazon on the dip?</b></p><p><blockquote><b>你应该逢低买入亚马逊吗？</b></blockquote></p><p> Amazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.</p><p><blockquote>亚马逊最近的财务报告错过了营收和利润。2021年电子商务增长放缓，同时公司一直在大力投资物流和基础设施。</blockquote></p><p> But UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.</p><p><blockquote>但瑞银分析师Kunal Madhukar相信，通过战略性地利用其AWS和广告部门以及提高价格，亚马逊可能会在2022年下半年看到利润率的提高。</blockquote></p><p> It’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.</p><p><blockquote>很难确定亚马逊2022年的共识价格目标。研究该股票的每位不同分析师对亚马逊不同业务部门都有不同的预测。</blockquote></p><p> Still, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.</p><p><blockquote>尽管如此，华尔街似乎同意亚马逊目前值得大力买入。这意味着其长期基本面至少是坚实的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137707392","content_text":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?\nIt hasn’t been a great year for Amazon’s stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix and Alphabet.\nThe reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.\nFigure 1: One of Amazon's fulfilment centers.\nHowever, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.\nWhy is Madhukar so bullish on Amazon? Let’s dig in.\nMultiple levers of growth\nUBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.\nIn addition, Amazon can simply raise its prices.\nIn fact, Amazon has already announced it will elevate its FBA (Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.\nBut UBS analysts go even further, arguing the price of Prime membership should also be adjusted.\nSince its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.\n“Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.\nEarnings optimism\nMr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.\nHowever, as Barron’s has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”\nShould you buy Amazon on the dip?\nAmazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.\nBut UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.\nIt’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.\nStill, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":171101811,"gmtCreate":1626709767233,"gmtModify":1633924715036,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"BUBBLE TEA . PLS LIKE","listText":"BUBBLE TEA . PLS LIKE","text":"BUBBLE TEA . PLS LIKE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/171101811","repostId":"2152827296","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813813671,"gmtCreate":1630167324793,"gmtModify":1704956695333,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/813813671","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172654604,"gmtCreate":1626960694808,"gmtModify":1633769370057,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"The virus and US mkt has a direct and positivr relationship. More death more bull🤡","listText":"The virus and US mkt has a direct and positivr relationship. More death more bull🤡","text":"The virus and US mkt has a direct and positivr relationship. More death more bull🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/172654604","repostId":"1170462111","repostType":4,"repost":{"id":"1170462111","kind":"news","pubTimestamp":1626960206,"share":"https://www.laohu8.com/m/news/1170462111?lang=zh_CN&edition=full","pubTime":"2021-07-22 21:23","market":"us","language":"en","title":"Delta Variant Can Still Clip U.S. Economy’s Wings<blockquote>德尔塔变异毒株仍然可以夹住美国经济的翅膀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170462111","media":"The Wall Street Journal","summary":"Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it c","content":"<p>  Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it could slow growth.  The Delta variant of the coronavirus probablywon’t derail the U.S. economy. That doesn’t mean it can’t damage parts of it.</p><p><blockquote>变异可能不会产生与之前激增相同的影响，但疫苗接种率参差不齐意味着它可能会减缓增长。冠状病毒的德尔塔变异毒株可能不会破坏美国经济。这并不意味着它不能损坏它的一部分。</blockquote></p><p> For a while, America’s progress against the Covid-19 pandemic looked very good. Millions of people were getting vaccinated each day, Covid-19 cases, hospitalizations and deaths were falling, and a return to something like normal beckoned. But then the vaccine rollout slowed markedly just as the far more contagiousDelta variant took hold. Cases, hospitalizations and deaths have begun to rise.</p><p><blockquote>有一段时间，美国对抗新冠肺炎疫情的进展看起来非常好。每天都有数百万人接种疫苗，新冠肺炎病例、住院和死亡人数都在下降，回归正常状态正在招手。但随后，随着传染性更强的Delta变种的出现，疫苗的推出明显放缓。病例、住院和死亡人数开始上升。</blockquote></p><p> It is tempting to imagine the Delta variant won’t dent the economy at all.</p><p><blockquote>人们很容易想象德尔塔变异毒株根本不会削弱经济。</blockquote></p><p> Across the board, state and local officials seem far less apt to dial up restrictions in response to rising Covid-19 cases than they were a year ago, while the places with low vaccine uptake also happen to be the places that are most resistant to restrictions. Moreover, many people are vaccinated—particularly the elderly—and with the apparent efficacy of current vaccines against the Delta variant, the U.S. seems unlikely to revisit the staggering mortality statistics of the sort it experienced before vaccines became widely available. Finally, the savings many Americans built up over the past year left them with ample money to throw around, while businesses’ scramble for workers points to a labor market that should keep generating income gains.</p><p><blockquote>总的来说，与一年前相比，州和地方官员似乎不太倾向于针对不断上升的新冠肺炎病例采取限制措施，而疫苗接种率低的地方也恰好是最抵制限制的地方。此外，许多人接种了疫苗——尤其是老年人——而且鉴于当前疫苗对德尔塔变异毒株的明显功效，美国似乎不太可能重温疫苗广泛使用之前经历的令人震惊的死亡率统计数据。最后，许多美国人在过去一年积累的储蓄让他们有足够的钱可以挥霍，而企业对工人的争夺表明劳动力市场应该会继续产生收入增长。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dc6f808b2d4e2353d6504f76af7f3af0\" tg-width=\"737\" tg-height=\"511\" width=\"100%\" height=\"auto\">Those are all things that should ensure the economy continues to grow, but it probably won’t grow as swiftly as it otherwise could have. Worries about the Delta variant will lead some people to refrain from entering crowded settings, such as restaurants or airplanes, while also making them more cautious about spending down any savings. Some companieswill delay their return to the office, as Apple just did, and that will hurt downtown restaurants and the like that depend on office workers’ business.</p><p><blockquote>这些都是应该确保经济继续增长的事情，但它可能不会像其他情况下那样快速增长。对德尔塔变异毒株的担忧将导致一些人避免进入拥挤的环境，如餐馆或飞机，同时也使他们对花掉任何积蓄更加谨慎。一些公司会推迟返回办公室，就像苹果刚刚所做的那样，这将损害依赖上班族业务的市中心餐馆等。</blockquote></p><p> Bear in mind that the places where vaccine hesitancy is high and Covid-19 worries low aren’t monolithic: Some share of the population will up their caution, in some cases even if they are fully vaccinated for fear of a breakthrough infection. And the more new cases there are in their communities, the more cautious they will become.</p><p><blockquote>请记住，对疫苗犹豫不决程度高、对新冠肺炎担忧程度低的地方并不是铁板一块：有些人会更加谨慎，在某些情况下，即使他们因为担心突破性感染而完全接种了疫苗。而且他们社区的新病例越多，他们就会变得越谨慎。</blockquote></p><p> Nor are places where vaccination rates are better necessarily going to avoid the fallout from the contagious Delta variant. Around 72% of the 18 and over population of Los Angeles County have received at least once shot, more than the country at large, yet with case rates and hospitalizations rising, last week it reinstatedan order to wear masks indoorsin businesses and public places.</p><p><blockquote>疫苗接种率较高的地方也不一定能避免传染性德尔塔变异毒株的影响。洛杉矶县18岁及以上人口中约有72%至少接种过一次疫苗，比全国都多，但随着病例率和住院率的上升，上周恢复了在室内企业和公共场所戴口罩的命令。</blockquote></p><p> Then there is the question of what the start of the coming school year might look like. Children under the age of 12 aren’t eligible for vaccination, and authorization for children between 5 and 11 looks as if it won’t comeuntil sometime in the fall, at the earliest. Most schools intend to return to in-person classes, with some offering remote options, but the Delta variant could upend some of those plans.</p><p><blockquote>接下来的问题是，下一学年的开始会是什么样子。12岁以下的儿童没有资格接种疫苗，对5至11岁儿童的授权看起来最早要到秋季的某个时候才会到来。大多数学校打算恢复面授课程，有些学校提供远程选项，但德尔塔变异毒株可能会颠覆其中一些计划。</blockquote></p><p> At the very least parents might need to prepare for the possibility of a positive Covid test shutting down a classroom, leaving their children, and them, stuck at home. Strategists at Evercore ISI point out that the return to school this fall was supposed to free parents for work, boosting the labor supply. But some of the job growth and easing of hiring strains that could create might now be deferred.</p><p><blockquote>至少，父母可能需要为Covid测试呈阳性的可能性做好准备，关闭教室，让他们的孩子和他们被困在家里。Evercore ISI的策略师指出，今年秋天返校本应让家长可以自由工作，从而增加劳动力供应。但一些就业增长和招聘压力的缓解现在可能会被推迟。</blockquote></p><p> The economy has been growing since April last year—a point brought home by the National Bureau of Economic Research’srecent determinationthat that was when the brief, severe recession the pandemic brought on ended. It kept growing despite a new surge in Covid-19 infections last summer and another wave in the late fall through winter. Unlike in those previous surges, many Americans have been vaccinated so the impact won’t be as severe as it otherwise might have been.</p><p><blockquote>自去年4月以来，经济一直在增长——美国国家经济研究局（National Bureau of Economic Research）最近确定，这是疫情带来的短暂而严重的衰退结束的时候。尽管去年夏天新冠肺炎感染人数出现新的激增，并且在深秋到冬季又出现了一波感染，但它仍在继续增长。与之前的激增不同，许多美国人已经接种了疫苗，因此影响不会像原本可能的那样严重。</blockquote></p><p> But things could have been so much better.</p><p><blockquote>但是事情本可以好得多。</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>Delta Variant Can Still Clip U.S. Economy’s Wings<blockquote>德尔塔变异毒株仍然可以夹住美国经济的翅膀</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\">\nDelta Variant Can Still Clip U.S. Economy’s Wings<blockquote>德尔塔变异毒株仍然可以夹住美国经济的翅膀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-22 21:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it could slow growth.  The Delta variant of the coronavirus probablywon’t derail the U.S. economy. That doesn’t mean it can’t damage parts of it.</p><p><blockquote>变异可能不会产生与之前激增相同的影响，但疫苗接种率参差不齐意味着它可能会减缓增长。冠状病毒的德尔塔变异毒株可能不会破坏美国经济。这并不意味着它不能损坏它的一部分。</blockquote></p><p> For a while, America’s progress against the Covid-19 pandemic looked very good. Millions of people were getting vaccinated each day, Covid-19 cases, hospitalizations and deaths were falling, and a return to something like normal beckoned. But then the vaccine rollout slowed markedly just as the far more contagiousDelta variant took hold. Cases, hospitalizations and deaths have begun to rise.</p><p><blockquote>有一段时间，美国对抗新冠肺炎疫情的进展看起来非常好。每天都有数百万人接种疫苗，新冠肺炎病例、住院和死亡人数都在下降，回归正常状态正在招手。但随后，随着传染性更强的Delta变种的出现，疫苗的推出明显放缓。病例、住院和死亡人数开始上升。</blockquote></p><p> It is tempting to imagine the Delta variant won’t dent the economy at all.</p><p><blockquote>人们很容易想象德尔塔变异毒株根本不会削弱经济。</blockquote></p><p> Across the board, state and local officials seem far less apt to dial up restrictions in response to rising Covid-19 cases than they were a year ago, while the places with low vaccine uptake also happen to be the places that are most resistant to restrictions. Moreover, many people are vaccinated—particularly the elderly—and with the apparent efficacy of current vaccines against the Delta variant, the U.S. seems unlikely to revisit the staggering mortality statistics of the sort it experienced before vaccines became widely available. Finally, the savings many Americans built up over the past year left them with ample money to throw around, while businesses’ scramble for workers points to a labor market that should keep generating income gains.</p><p><blockquote>总的来说，与一年前相比，州和地方官员似乎不太倾向于针对不断上升的新冠肺炎病例采取限制措施，而疫苗接种率低的地方也恰好是最抵制限制的地方。此外，许多人接种了疫苗——尤其是老年人——而且鉴于当前疫苗对德尔塔变异毒株的明显功效，美国似乎不太可能重温疫苗广泛使用之前经历的令人震惊的死亡率统计数据。最后，许多美国人在过去一年积累的储蓄让他们有足够的钱可以挥霍，而企业对工人的争夺表明劳动力市场应该会继续产生收入增长。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dc6f808b2d4e2353d6504f76af7f3af0\" tg-width=\"737\" tg-height=\"511\" width=\"100%\" height=\"auto\">Those are all things that should ensure the economy continues to grow, but it probably won’t grow as swiftly as it otherwise could have. Worries about the Delta variant will lead some people to refrain from entering crowded settings, such as restaurants or airplanes, while also making them more cautious about spending down any savings. Some companieswill delay their return to the office, as Apple just did, and that will hurt downtown restaurants and the like that depend on office workers’ business.</p><p><blockquote>这些都是应该确保经济继续增长的事情，但它可能不会像其他情况下那样快速增长。对德尔塔变异毒株的担忧将导致一些人避免进入拥挤的环境，如餐馆或飞机，同时也使他们对花掉任何积蓄更加谨慎。一些公司会推迟返回办公室，就像苹果刚刚所做的那样，这将损害依赖上班族业务的市中心餐馆等。</blockquote></p><p> Bear in mind that the places where vaccine hesitancy is high and Covid-19 worries low aren’t monolithic: Some share of the population will up their caution, in some cases even if they are fully vaccinated for fear of a breakthrough infection. And the more new cases there are in their communities, the more cautious they will become.</p><p><blockquote>请记住，对疫苗犹豫不决程度高、对新冠肺炎担忧程度低的地方并不是铁板一块：有些人会更加谨慎，在某些情况下，即使他们因为担心突破性感染而完全接种了疫苗。而且他们社区的新病例越多，他们就会变得越谨慎。</blockquote></p><p> Nor are places where vaccination rates are better necessarily going to avoid the fallout from the contagious Delta variant. Around 72% of the 18 and over population of Los Angeles County have received at least once shot, more than the country at large, yet with case rates and hospitalizations rising, last week it reinstatedan order to wear masks indoorsin businesses and public places.</p><p><blockquote>疫苗接种率较高的地方也不一定能避免传染性德尔塔变异毒株的影响。洛杉矶县18岁及以上人口中约有72%至少接种过一次疫苗，比全国都多，但随着病例率和住院率的上升，上周恢复了在室内企业和公共场所戴口罩的命令。</blockquote></p><p> Then there is the question of what the start of the coming school year might look like. Children under the age of 12 aren’t eligible for vaccination, and authorization for children between 5 and 11 looks as if it won’t comeuntil sometime in the fall, at the earliest. Most schools intend to return to in-person classes, with some offering remote options, but the Delta variant could upend some of those plans.</p><p><blockquote>接下来的问题是，下一学年的开始会是什么样子。12岁以下的儿童没有资格接种疫苗，对5至11岁儿童的授权看起来最早要到秋季的某个时候才会到来。大多数学校打算恢复面授课程，有些学校提供远程选项，但德尔塔变异毒株可能会颠覆其中一些计划。</blockquote></p><p> At the very least parents might need to prepare for the possibility of a positive Covid test shutting down a classroom, leaving their children, and them, stuck at home. Strategists at Evercore ISI point out that the return to school this fall was supposed to free parents for work, boosting the labor supply. But some of the job growth and easing of hiring strains that could create might now be deferred.</p><p><blockquote>至少，父母可能需要为Covid测试呈阳性的可能性做好准备，关闭教室，让他们的孩子和他们被困在家里。Evercore ISI的策略师指出，今年秋天返校本应让家长可以自由工作，从而增加劳动力供应。但一些就业增长和招聘压力的缓解现在可能会被推迟。</blockquote></p><p> The economy has been growing since April last year—a point brought home by the National Bureau of Economic Research’srecent determinationthat that was when the brief, severe recession the pandemic brought on ended. It kept growing despite a new surge in Covid-19 infections last summer and another wave in the late fall through winter. Unlike in those previous surges, many Americans have been vaccinated so the impact won’t be as severe as it otherwise might have been.</p><p><blockquote>自去年4月以来，经济一直在增长——美国国家经济研究局（National Bureau of Economic Research）最近确定，这是疫情带来的短暂而严重的衰退结束的时候。尽管去年夏天新冠肺炎感染人数出现新的激增，并且在深秋到冬季又出现了一波感染，但它仍在继续增长。与之前的激增不同，许多美国人已经接种了疫苗，因此影响不会像原本可能的那样严重。</blockquote></p><p> But things could have been so much better.</p><p><blockquote>但是事情本可以好得多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/delta-variant-can-still-clip-u-s-economys-wings-11626959045?mod=rss_markets_main\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/delta-variant-can-still-clip-u-s-economys-wings-11626959045?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170462111","content_text":"Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it could slow growth.\n\nThe Delta variant of the coronavirus probablywon’t derail the U.S. economy. That doesn’t mean it can’t damage parts of it.\nFor a while, America’s progress against the Covid-19 pandemic looked very good. Millions of people were getting vaccinated each day, Covid-19 cases, hospitalizations and deaths were falling, and a return to something like normal beckoned. But then the vaccine rollout slowed markedly just as the far more contagiousDelta variant took hold. Cases, hospitalizations and deaths have begun to rise.\nIt is tempting to imagine the Delta variant won’t dent the economy at all.\nAcross the board, state and local officials seem far less apt to dial up restrictions in response to rising Covid-19 cases than they were a year ago, while the places with low vaccine uptake also happen to be the places that are most resistant to restrictions. Moreover, many people are vaccinated—particularly the elderly—and with the apparent efficacy of current vaccines against the Delta variant, the U.S. seems unlikely to revisit the staggering mortality statistics of the sort it experienced before vaccines became widely available. Finally, the savings many Americans built up over the past year left them with ample money to throw around, while businesses’ scramble for workers points to a labor market that should keep generating income gains.\nThose are all things that should ensure the economy continues to grow, but it probably won’t grow as swiftly as it otherwise could have. Worries about the Delta variant will lead some people to refrain from entering crowded settings, such as restaurants or airplanes, while also making them more cautious about spending down any savings. Some companieswill delay their return to the office, as Apple just did, and that will hurt downtown restaurants and the like that depend on office workers’ business.\nBear in mind that the places where vaccine hesitancy is high and Covid-19 worries low aren’t monolithic: Some share of the population will up their caution, in some cases even if they are fully vaccinated for fear of a breakthrough infection. And the more new cases there are in their communities, the more cautious they will become.\nNor are places where vaccination rates are better necessarily going to avoid the fallout from the contagious Delta variant. Around 72% of the 18 and over population of Los Angeles County have received at least once shot, more than the country at large, yet with case rates and hospitalizations rising, last week it reinstatedan order to wear masks indoorsin businesses and public places.\nThen there is the question of what the start of the coming school year might look like. Children under the age of 12 aren’t eligible for vaccination, and authorization for children between 5 and 11 looks as if it won’t comeuntil sometime in the fall, at the earliest. Most schools intend to return to in-person classes, with some offering remote options, but the Delta variant could upend some of those plans.\nAt the very least parents might need to prepare for the possibility of a positive Covid test shutting down a classroom, leaving their children, and them, stuck at home. Strategists at Evercore ISI point out that the return to school this fall was supposed to free parents for work, boosting the labor supply. But some of the job growth and easing of hiring strains that could create might now be deferred.\nThe economy has been growing since April last year—a point brought home by the National Bureau of Economic Research’srecent determinationthat that was when the brief, severe recession the pandemic brought on ended. It kept growing despite a new surge in Covid-19 infections last summer and another wave in the late fall through winter. Unlike in those previous surges, many Americans have been vaccinated so the impact won’t be as severe as it otherwise might have been.\nBut things could have been so much better.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605178655,"gmtCreate":1639137271119,"gmtModify":1639137327170,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605178655","repostId":"1137707392","repostType":4,"repost":{"id":"1137707392","kind":"news","pubTimestamp":1639137211,"share":"https://www.laohu8.com/m/news/1137707392?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:53","market":"us","language":"en","title":"Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：瑞银为何对这家电子商务巨头寄予厚望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137707392","media":"TheStreet","summary":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impre","content":"<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?</p><p><blockquote>瑞银最近的一份报告给予亚马逊股票强烈买入评级，并将其目标价设定在令人印象深刻的4700美元。瑞士银行为何如此看好这家电商巨头？</blockquote></p><p> It hasn’t been a great year for&nbsp;<b>Amazon’s</b>&nbsp;stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&amp;P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix&nbsp;and Alphabet.</p><p><blockquote>这不是一个伟大的一年<b>亚马逊的</b>股票。今年迄今为止，仅上涨了约10%。这意味着亚马逊的表现落后于标普500(27%)、纳斯达克综合指数(24%)及其FAANG同行——Meta、苹果、Netflix和Alphabet。</blockquote></p><p> The reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.</p><p><blockquote>亚马逊今年表现不佳的原因现在众所周知：除了电子商务竞争加剧之外，亚马逊还必须应对供应链瓶颈和劳动力限制。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: One of Amazon's fulfilment centers.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的一个履行中心。</span></p></blockquote></p><p> However, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.</p><p><blockquote>然而，瑞银分析师Kunal Madhukar认为，2022年可能是亚马逊的一年。事实上，他已将这家电子商务巨头列为他最喜欢的美国科技股，并将目标价定为每股4700美元。这意味着大约36%的上涨空间。</blockquote></p><p> Why is Madhukar so bullish on Amazon? Let’s dig in.</p><p><blockquote>为什么Madhukar如此看好亚马逊？让我们开始吧。</blockquote></p><p> <b>Multiple levers of growth</b></p><p><blockquote><b>多重增长杠杆</b></blockquote></p><p> UBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.</p><p><blockquote>瑞银的Madhukar认为，亚马逊可以通过依靠其多个业务部门轻松提高盈利能力。尽管电子商务部门在2021年难以保持吸引力，但该公司仍然可以依靠其云计算部门AWS（亚马逊网络服务）以及广告部门。</blockquote></p><p> In addition, Amazon can simply raise its prices.</p><p><blockquote>此外，亚马逊可以简单地提高价格。</blockquote></p><p> In fact, Amazon has already announced it will&nbsp;elevate its FBA&nbsp;(Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.</p><p><blockquote>事实上，据摩根士丹利称，亚马逊已经宣布将在2022年提高FBA（亚马逊履行）费用，这将使亚马逊的利润额外增加10亿美元。</blockquote></p><p> But UBS analysts go even further, arguing the price of Prime membership should also be adjusted.</p><p><blockquote>但瑞银分析师走得更远，认为Prime会员的价格也应该调整。</blockquote></p><p> Since its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.</p><p><blockquote>自2018年上次Prime提价以来，亚马逊一直在大力投资更快的交付服务并扩大其Prime视频内容。这不是巧合。</blockquote></p><p> “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.</p><p><blockquote>瑞银最近的一份报告称：“更高的Prime和FBA价格每年可能为收入贡献80亿至300亿美元，[息税前利润]为80亿至260亿美元，其中大部分不在我们的估计范围内。”</blockquote></p><p> <b>Earnings optimism</b></p><p><blockquote><b>盈利乐观</b></blockquote></p><p> Mr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.</p><p><blockquote>Madhukar先生对亚马逊的零售和AWS部门比华尔街其他人更加乐观。他在最近的报告中指出：“由于普遍的收入估计过于保守，零售和网络服务的积极估计修正，该股可能会多次重新评级。”</blockquote></p><p> However, as&nbsp;Barron’s&nbsp;has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”</p><p><blockquote>然而，正如《巴伦周刊》所指出的，“即使2021年至2023年间价格没有大幅上涨，亚马逊也将受益于120亿美元的AWS息税前利润(EBIT)增量和150亿美元的广告息税前利润增量。”</blockquote></p><p> <b>Should you buy Amazon on the dip?</b></p><p><blockquote><b>你应该逢低买入亚马逊吗？</b></blockquote></p><p> Amazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.</p><p><blockquote>亚马逊最近的财务报告错过了营收和利润。2021年电子商务增长放缓，同时公司一直在大力投资物流和基础设施。</blockquote></p><p> But UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.</p><p><blockquote>但瑞银分析师Kunal Madhukar相信，通过战略性地利用其AWS和广告部门以及提高价格，亚马逊可能会在2022年下半年看到利润率的提高。</blockquote></p><p> It’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.</p><p><blockquote>很难确定亚马逊2022年的共识价格目标。研究该股票的每位不同分析师对亚马逊不同业务部门都有不同的预测。</blockquote></p><p> Still, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.</p><p><blockquote>尽管如此，华尔街似乎同意亚马逊目前值得大力买入。这意味着其长期基本面至少是坚实的。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：瑞银为何对这家电子商务巨头寄予厚望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：瑞银为何对这家电子商务巨头寄予厚望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?</p><p><blockquote>瑞银最近的一份报告给予亚马逊股票强烈买入评级，并将其目标价设定在令人印象深刻的4700美元。瑞士银行为何如此看好这家电商巨头？</blockquote></p><p> It hasn’t been a great year for&nbsp;<b>Amazon’s</b>&nbsp;stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&amp;P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix&nbsp;and Alphabet.</p><p><blockquote>这不是一个伟大的一年<b>亚马逊的</b>股票。今年迄今为止，仅上涨了约10%。这意味着亚马逊的表现落后于标普500(27%)、纳斯达克综合指数(24%)及其FAANG同行——Meta、苹果、Netflix和Alphabet。</blockquote></p><p> The reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.</p><p><blockquote>亚马逊今年表现不佳的原因现在众所周知：除了电子商务竞争加剧之外，亚马逊还必须应对供应链瓶颈和劳动力限制。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: One of Amazon's fulfilment centers.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的一个履行中心。</span></p></blockquote></p><p> However, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.</p><p><blockquote>然而，瑞银分析师Kunal Madhukar认为，2022年可能是亚马逊的一年。事实上，他已将这家电子商务巨头列为他最喜欢的美国科技股，并将目标价定为每股4700美元。这意味着大约36%的上涨空间。</blockquote></p><p> Why is Madhukar so bullish on Amazon? Let’s dig in.</p><p><blockquote>为什么Madhukar如此看好亚马逊？让我们开始吧。</blockquote></p><p> <b>Multiple levers of growth</b></p><p><blockquote><b>多重增长杠杆</b></blockquote></p><p> UBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.</p><p><blockquote>瑞银的Madhukar认为，亚马逊可以通过依靠其多个业务部门轻松提高盈利能力。尽管电子商务部门在2021年难以保持吸引力，但该公司仍然可以依靠其云计算部门AWS（亚马逊网络服务）以及广告部门。</blockquote></p><p> In addition, Amazon can simply raise its prices.</p><p><blockquote>此外，亚马逊可以简单地提高价格。</blockquote></p><p> In fact, Amazon has already announced it will&nbsp;elevate its FBA&nbsp;(Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.</p><p><blockquote>事实上，据摩根士丹利称，亚马逊已经宣布将在2022年提高FBA（亚马逊履行）费用，这将使亚马逊的利润额外增加10亿美元。</blockquote></p><p> But UBS analysts go even further, arguing the price of Prime membership should also be adjusted.</p><p><blockquote>但瑞银分析师走得更远，认为Prime会员的价格也应该调整。</blockquote></p><p> Since its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.</p><p><blockquote>自2018年上次Prime提价以来，亚马逊一直在大力投资更快的交付服务并扩大其Prime视频内容。这不是巧合。</blockquote></p><p> “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.</p><p><blockquote>瑞银最近的一份报告称：“更高的Prime和FBA价格每年可能为收入贡献80亿至300亿美元，[息税前利润]为80亿至260亿美元，其中大部分不在我们的估计范围内。”</blockquote></p><p> <b>Earnings optimism</b></p><p><blockquote><b>盈利乐观</b></blockquote></p><p> Mr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.</p><p><blockquote>Madhukar先生对亚马逊的零售和AWS部门比华尔街其他人更加乐观。他在最近的报告中指出：“由于普遍的收入估计过于保守，零售和网络服务的积极估计修正，该股可能会多次重新评级。”</blockquote></p><p> However, as&nbsp;Barron’s&nbsp;has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”</p><p><blockquote>然而，正如《巴伦周刊》所指出的，“即使2021年至2023年间价格没有大幅上涨，亚马逊也将受益于120亿美元的AWS息税前利润(EBIT)增量和150亿美元的广告息税前利润增量。”</blockquote></p><p> <b>Should you buy Amazon on the dip?</b></p><p><blockquote><b>你应该逢低买入亚马逊吗？</b></blockquote></p><p> Amazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.</p><p><blockquote>亚马逊最近的财务报告错过了营收和利润。2021年电子商务增长放缓，同时公司一直在大力投资物流和基础设施。</blockquote></p><p> But UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.</p><p><blockquote>但瑞银分析师Kunal Madhukar相信，通过战略性地利用其AWS和广告部门以及提高价格，亚马逊可能会在2022年下半年看到利润率的提高。</blockquote></p><p> It’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.</p><p><blockquote>很难确定亚马逊2022年的共识价格目标。研究该股票的每位不同分析师对亚马逊不同业务部门都有不同的预测。</blockquote></p><p> Still, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.</p><p><blockquote>尽管如此，华尔街似乎同意亚马逊目前值得大力买入。这意味着其长期基本面至少是坚实的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137707392","content_text":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?\nIt hasn’t been a great year for Amazon’s stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix and Alphabet.\nThe reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.\nFigure 1: One of Amazon's fulfilment centers.\nHowever, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.\nWhy is Madhukar so bullish on Amazon? Let’s dig in.\nMultiple levers of growth\nUBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.\nIn addition, Amazon can simply raise its prices.\nIn fact, Amazon has already announced it will elevate its FBA (Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.\nBut UBS analysts go even further, arguing the price of Prime membership should also be adjusted.\nSince its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.\n“Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.\nEarnings optimism\nMr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.\nHowever, as Barron’s has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”\nShould you buy Amazon on the dip?\nAmazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.\nBut UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.\nIt’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.\nStill, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832981268,"gmtCreate":1629559579854,"gmtModify":1631891393373,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832981268","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看那些。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","CDNS":"铿腾电子","ASML":"阿斯麦","SOXX":"iShares费城交易所半导体ETF","TSM":"台积电","QCOM":"高通","ON":"安森美半导体","SSNLF":"三星电子","AMZN":"亚马逊","AAPL":"苹果","NVDA":"英伟达","GOOG":"谷歌","SNPS":"新思科技"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"AAPL":0.9,"ASML":0.9,"TSM":0.9,"CDNS":0.9,"NVDA":0.9,"SNPS":0.9,"QCOM":0.9,"AMZN":0.9,"GOOG":0.9,"GOOGL":0.9,"ON":0.9,"SOXX":0.9,"SSNLF":0.9}},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892795197,"gmtCreate":1628688773119,"gmtModify":1631893944421,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Bullish","listText":"Bullish","text":"Bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892795197","repostId":"2158821262","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":821525044,"gmtCreate":1633763499740,"gmtModify":1633763499958,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"short STI","listText":"short STI","text":"short STI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/821525044","repostId":"2174226339","repostType":4,"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600053643,"gmtCreate":1638016642681,"gmtModify":1638016642780,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"The ultimate short🤡","listText":"The ultimate short🤡","text":"The ultimate short🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600053643","repostId":"2186344334","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852635840,"gmtCreate":1635261083836,"gmtModify":1635261084120,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852635840","repostId":"1162656497","repostType":4,"repost":{"id":"1162656497","kind":"news","pubTimestamp":1635260269,"share":"https://www.laohu8.com/m/news/1162656497?lang=zh_CN&edition=full","pubTime":"2021-10-26 22:57","market":"us","language":"en","title":"Robinhood earnings: Here's what to expect<blockquote>Robinhood收益：以下是预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162656497","media":"finance.yahoo","summary":"Robinhood (HOOD) will report earnings on Tuesday after the closing bell. These are the metrics Wall ","content":"<p>Robinhood (HOOD) will report earnings on Tuesday after the closing bell. These are the metrics Wall Street analysts will be expecting for the investing app’s third quarter results, according to consensus estimates compiled by Bloomberg.</p><p><blockquote>Robinhood(HOOD)将于周二收盘后公布收益。根据彭博社编制的共识估计，这些是华尔街分析师对该投资应用第三季度业绩的预期指标。</blockquote></p><p> <ul>  <li>Adjusted loss per share: 85 cents</p><p><blockquote><ul><li>调整后每股亏损：85美分</li></ul></blockquote></p><p></li>  <li>Revenue: $423.9 million versus</p><p><blockquote><li>收入：4.239亿美元</li></blockquote></p><p></li> </ul> Investors will be paying attention to commentary around the company's recently announced crypto wallet. CEO Vlad Tenev recently told CNBC more than 1 million people are on the waiting list since announcing the wallet last month.</p><p><blockquote>投资者将关注有关该公司最近宣布的加密钱包的评论。首席执行官Vlad Tenev最近告诉CNBC，自上个月宣布推出钱包以来，已有超过100万人在等待名单上。</blockquote></p><p> Cryptocurrency has becoming increasingly important for the trading platform.More than 60% of Robinhood users traded digital currencies in Q2.&nbsp;Crypto transaction-based revenue for the quarter ballooned to $233 million, compared to just $5 million in the second quarter of last year.</p><p><blockquote>加密货币对于交易平台来说变得越来越重要。超过60%的Robinhood用户在第二季度交易了数字货币。该季度基于加密货币交易的收入飙升至2.33亿美元，而去年第二季度仅为500万美元。</blockquote></p><p> Investors will also keep an eye out on any commentary about payment for order flow, the model which has enabled zero-commission trades from the likes of Robinhood and other investing apps.</p><p><blockquote>投资者还将密切关注有关订单流支付的任何评论，这种模式使Robinhood和其他投资应用程序等实现了零佣金交易。</blockquote></p><p> The U.S. Securities and Exchange Commission (SEC) chair Gary Gensler&nbsp;told Yahoo Financebanning the practice is a possibility.</p><p><blockquote>美国证券交易委员会（SEC）主席加里·詹斯勒（Gary Gensler）告诉雅虎财经，禁止这种做法是有可能的。</blockquote></p><p> Gensler said \"inherent conflicts\" in the payment for order revenue model may incentivize brokerages togamify stock betting to increase the volume of trading.</p><p><blockquote>Gensler表示，订单支付收入模式中的“固有冲突”可能会激励券商将股票投注游戏化，以增加交易量。</blockquote></p><p> Robinhood has been moving away from payment for order flow as a revenue generator.</p><p><blockquote>Robinhood已经不再将订单流支付作为收入来源。</blockquote></p><p> \"Over time, as our various products achieve maturity, you should see continued diversification and less reliance on any one revenue stream, such as payment for order flow,\" Robinhood CFO Jason Warnick said during the company's second quarter earnings call.</p><p><blockquote>Robinhood首席财务官Jason Warnick在公司第二季度财报看涨期权上表示：“随着时间的推移，随着我们各种产品的成熟，你应该会看到持续的多元化，减少对任何一种收入来源的依赖，例如订单流支付。”</blockquote></p><p> \"We are already seeing promising signs of this in Q2 with payment for order flow for equities and options as a percentage of our revenue, declining the 38% from 64% in the prior quarter as customer interest in crypto increased,\" he added.</p><p><blockquote>他补充道：“随着客户对加密货币兴趣的增加，我们在第二季度已经看到了令人鼓舞的迹象，股票和期权订单流支付占我们收入的百分比从上一季度的64%下降到38%。”</blockquote></p><p> Investors can expect lower trading activity for the 3rd quarter as the company has warned of \"seasonal headwinds\" across the industry going into the second half of the year, which could result in \"lower revenues and considerably fewer new funded accounts.\"</p><p><blockquote>投资者预计第三季度的交易活动将会减少，因为该公司警告称，今年下半年整个行业将出现“季节性阻力”，这可能会导致“收入下降和新资金账户大幅减少”。</blockquote></p><p> Robinhood went public on the Nasdaq (^IXIC) on July 28th with&nbsp;an IPO price of $38/share. The app was whirled into the GameStop (GME)saga earlier this year&nbsp;as so many retail traders were using Robinhood to execute their orders. Shares were trading around $39 each on Monday.</p><p><blockquote>Robinhood于7月28日在纳斯达克（^IXIC）上市，IPO价格为38美元/股。今年早些时候，由于许多零售交易者使用Robinhood执行订单，该应用程序被卷入了游戏驿站(GME)传奇。周一股价约为每股39美元。</blockquote></p><p></p>","source":"lsy1612507957220","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>Robinhood earnings: Here's what to expect<blockquote>Robinhood收益：以下是预期</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\">\nRobinhood earnings: Here's what to expect<blockquote>Robinhood收益：以下是预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-10-26 22:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Robinhood (HOOD) will report earnings on Tuesday after the closing bell. These are the metrics Wall Street analysts will be expecting for the investing app’s third quarter results, according to consensus estimates compiled by Bloomberg.</p><p><blockquote>Robinhood(HOOD)将于周二收盘后公布收益。根据彭博社编制的共识估计，这些是华尔街分析师对该投资应用第三季度业绩的预期指标。</blockquote></p><p> <ul>  <li>Adjusted loss per share: 85 cents</p><p><blockquote><ul><li>调整后每股亏损：85美分</li></ul></blockquote></p><p></li>  <li>Revenue: $423.9 million versus</p><p><blockquote><li>收入：4.239亿美元</li></blockquote></p><p></li> </ul> Investors will be paying attention to commentary around the company's recently announced crypto wallet. CEO Vlad Tenev recently told CNBC more than 1 million people are on the waiting list since announcing the wallet last month.</p><p><blockquote>投资者将关注有关该公司最近宣布的加密钱包的评论。首席执行官Vlad Tenev最近告诉CNBC，自上个月宣布推出钱包以来，已有超过100万人在等待名单上。</blockquote></p><p> Cryptocurrency has becoming increasingly important for the trading platform.More than 60% of Robinhood users traded digital currencies in Q2.&nbsp;Crypto transaction-based revenue for the quarter ballooned to $233 million, compared to just $5 million in the second quarter of last year.</p><p><blockquote>加密货币对于交易平台来说变得越来越重要。超过60%的Robinhood用户在第二季度交易了数字货币。该季度基于加密货币交易的收入飙升至2.33亿美元，而去年第二季度仅为500万美元。</blockquote></p><p> Investors will also keep an eye out on any commentary about payment for order flow, the model which has enabled zero-commission trades from the likes of Robinhood and other investing apps.</p><p><blockquote>投资者还将密切关注有关订单流支付的任何评论，这种模式使Robinhood和其他投资应用程序等实现了零佣金交易。</blockquote></p><p> The U.S. Securities and Exchange Commission (SEC) chair Gary Gensler&nbsp;told Yahoo Financebanning the practice is a possibility.</p><p><blockquote>美国证券交易委员会（SEC）主席加里·詹斯勒（Gary Gensler）告诉雅虎财经，禁止这种做法是有可能的。</blockquote></p><p> Gensler said \"inherent conflicts\" in the payment for order revenue model may incentivize brokerages togamify stock betting to increase the volume of trading.</p><p><blockquote>Gensler表示，订单支付收入模式中的“固有冲突”可能会激励券商将股票投注游戏化，以增加交易量。</blockquote></p><p> Robinhood has been moving away from payment for order flow as a revenue generator.</p><p><blockquote>Robinhood已经不再将订单流支付作为收入来源。</blockquote></p><p> \"Over time, as our various products achieve maturity, you should see continued diversification and less reliance on any one revenue stream, such as payment for order flow,\" Robinhood CFO Jason Warnick said during the company's second quarter earnings call.</p><p><blockquote>Robinhood首席财务官Jason Warnick在公司第二季度财报看涨期权上表示：“随着时间的推移，随着我们各种产品的成熟，你应该会看到持续的多元化，减少对任何一种收入来源的依赖，例如订单流支付。”</blockquote></p><p> \"We are already seeing promising signs of this in Q2 with payment for order flow for equities and options as a percentage of our revenue, declining the 38% from 64% in the prior quarter as customer interest in crypto increased,\" he added.</p><p><blockquote>他补充道：“随着客户对加密货币兴趣的增加，我们在第二季度已经看到了令人鼓舞的迹象，股票和期权订单流支付占我们收入的百分比从上一季度的64%下降到38%。”</blockquote></p><p> Investors can expect lower trading activity for the 3rd quarter as the company has warned of \"seasonal headwinds\" across the industry going into the second half of the year, which could result in \"lower revenues and considerably fewer new funded accounts.\"</p><p><blockquote>投资者预计第三季度的交易活动将会减少，因为该公司警告称，今年下半年整个行业将出现“季节性阻力”，这可能会导致“收入下降和新资金账户大幅减少”。</blockquote></p><p> Robinhood went public on the Nasdaq (^IXIC) on July 28th with&nbsp;an IPO price of $38/share. The app was whirled into the GameStop (GME)saga earlier this year&nbsp;as so many retail traders were using Robinhood to execute their orders. Shares were trading around $39 each on Monday.</p><p><blockquote>Robinhood于7月28日在纳斯达克（^IXIC）上市，IPO价格为38美元/股。今年早些时候，由于许多零售交易者使用Robinhood执行订单，该应用程序被卷入了游戏驿站(GME)传奇。周一股价约为每股39美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/robinhood-earnings-143941630.html\">finance.yahoo</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":{"HOOD":"Robinhood"},"source_url":"https://finance.yahoo.com/news/robinhood-earnings-143941630.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162656497","content_text":"Robinhood (HOOD) will report earnings on Tuesday after the closing bell. These are the metrics Wall Street analysts will be expecting for the investing app’s third quarter results, according to consensus estimates compiled by Bloomberg.\n\nAdjusted loss per share: 85 cents\nRevenue: $423.9 million versus\n\nInvestors will be paying attention to commentary around the company's recently announced crypto wallet. CEO Vlad Tenev recently told CNBC more than 1 million people are on the waiting list since announcing the wallet last month.\nCryptocurrency has becoming increasingly important for the trading platform.More than 60% of Robinhood users traded digital currencies in Q2. Crypto transaction-based revenue for the quarter ballooned to $233 million, compared to just $5 million in the second quarter of last year.\nInvestors will also keep an eye out on any commentary about payment for order flow, the model which has enabled zero-commission trades from the likes of Robinhood and other investing apps.\nThe U.S. Securities and Exchange Commission (SEC) chair Gary Gensler told Yahoo Financebanning the practice is a possibility.\nGensler said \"inherent conflicts\" in the payment for order revenue model may incentivize brokerages togamify stock betting to increase the volume of trading.\nRobinhood has been moving away from payment for order flow as a revenue generator.\n\"Over time, as our various products achieve maturity, you should see continued diversification and less reliance on any one revenue stream, such as payment for order flow,\" Robinhood CFO Jason Warnick said during the company's second quarter earnings call.\n\"We are already seeing promising signs of this in Q2 with payment for order flow for equities and options as a percentage of our revenue, declining the 38% from 64% in the prior quarter as customer interest in crypto increased,\" he added.\nInvestors can expect lower trading activity for the 3rd quarter as the company has warned of \"seasonal headwinds\" across the industry going into the second half of the year, which could result in \"lower revenues and considerably fewer new funded accounts.\"\nRobinhood went public on the Nasdaq (^IXIC) on July 28th with an IPO price of $38/share. The app was whirled into the GameStop (GME)saga earlier this year as so many retail traders were using Robinhood to execute their orders. Shares were trading around $39 each on Monday.","news_type":1,"symbols_score_info":{"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834247389,"gmtCreate":1629810384641,"gmtModify":1631891393356,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834247389","repostId":"1195373163","repostType":4,"repost":{"id":"1195373163","kind":"news","pubTimestamp":1629810183,"share":"https://www.laohu8.com/m/news/1195373163?lang=zh_CN&edition=full","pubTime":"2021-08-24 21:03","market":"us","language":"en","title":"GameStop Stock: Understanding The Ryan Cohen Factor<blockquote>游戏驿站股票：了解瑞恩·科恩因素</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195373163","media":"TheStreet","summary":"GameStop chairman Ryan Cohen, known as “Papa Cohen” by many GME stock holders, has been pushing to r","content":"<p>GameStop chairman Ryan Cohen, known as “Papa Cohen” by many GME stock holders, has been pushing to reshape the company. Wall Street Memes takes a closer look at the Ryan Cohen factor.</p><p><blockquote>被许多GME股东称为“Papa Cohen”的游戏驿站董事长Ryan Cohen一直在推动公司重塑。《华尔街迷因》仔细研究了瑞安·科恩因素。</blockquote></p><p> Admired by the majority of GameStop stock&nbsp;investors, Chairman of the Board Ryan Cohen is an audacious young capitalist who promises to reinvent the video game retailer. Armed with bold plans and an activist mindset, the Chairman is seen as one key piece in the company’s turnaround efforts.</p><p><blockquote>董事会主席瑞恩·科恩(Ryan Cohen)受到大多数游戏驿站股票投资者的钦佩，他是一位大胆的年轻资本家，承诺重塑这家视频游戏零售商。凭借大胆的计划和激进的心态，董事长被视为公司扭亏为盈的关键人物。</blockquote></p><p> Today, Wall Street Memes discusses the importance of Chairman Cohen to GME stock investors.</p><p><blockquote>今天，华尔街模因讨论了科恩董事长对GME股票投资者的重要性。</blockquote></p><p> <b>Ryan’s background</b></p><p><blockquote><b>瑞安的背景</b></blockquote></p><p> 36-year-old Ryan Cohen was the CEO of Chewy, the pet e-commerce company that he founded when he was only 25 years old. In 2017, hesoldChewy to PetSmart in a $3.3 billion deal for the purpose of pursuing other personal goals.</p><p><blockquote>36岁的瑞安·科恩是他年仅25岁时创办的宠物电商公司Chewy的首席执行官。2017年，为了追求其他个人目标，他以33亿美元的价格将Chewy卖给了PetSmart。</blockquote></p><p> Then, the investor side of Ryan Cohen’s began to gain notoriety. After the sale of Chewy, he&nbsp;invested&nbsp;a large sum in Apple and became the company's largest individual investor, holding around 6 million split-adjusted shares.</p><p><blockquote>然后，瑞安·科恩的投资者方面开始声名狼藉。出售Chewy后，他向苹果投资了一大笔钱，成为该公司最大的个人投资者，持有约600万股拆分调整后的股票。</blockquote></p><p> By the end of 2020, Cohen had also become the largest single shareholder in GameStop, having&nbsp;acquired&nbsp;10% of GME's shares and subsequently increasing the ownership percentage to about 13%. These investments were made before the short squeeze of GameStop stock, in late January 2021. Around the same time, the investor was appointed as Charmain of the Board.</p><p><blockquote>到2020年底，科恩也成为游戏驿站最大的单一股东，收购了GME 10%的股份，随后将持股比例提高至13%左右。这些投资是在2021年1月下旬游戏驿站股票轧空之前进行的。大约在同一时间，投资者被任命为董事会的Charmain。</blockquote></p><p> <b>Cohen’s revolution</b></p><p><blockquote><b>科恩革命</b></blockquote></p><p> Upon taking over as chairman in early 2021, Cohen had already seen his initial investment in GME rise by more than 2,500%. With a bold and defiant speech, he&nbsp;opposed&nbsp;the board members' idea to issue $100 million in equity due to concerns over the value of GME stock.</p><p><blockquote>2021年初接任董事长后，科恩对GME的初始投资已增长超过2,500%。出于对GME股票价值的担忧，他发表了大胆而挑衅的演讲，反对董事会成员发行1亿美元股票的想法。</blockquote></p><p> Mr. Cohen&nbsp;proposed&nbsp;a series of changes to the company's strategy. He encouraged investments beyond brick-and-mortar stores, accelerating e-commerce penetration, expanding product categories, and aiming for a high-quality customer service model.</p><p><blockquote>科恩先生对公司的战略提出了一系列的改变。他鼓励实体店以外的投资，加速电子商务渗透，扩大产品类别，并致力于高质量的客户服务模式。</blockquote></p><p> Also, the chairman helped to change the company's team of executives, cutting a few loose and hiring former Chewy and Amazon employees for senior managerial positions.</p><p><blockquote>此外，董事长还帮助改变了公司的高管团队，解雇了一些人，并聘请了前Chewy和亚马逊员工担任高级管理职位。</blockquote></p><p> <b>How Ryan Cohen matters for the stock</b></p><p><blockquote><b>瑞安·科恩对股票有何影响</b></blockquote></p><p> GameStop has been reporting annual losses for the last three consecutive years (see chart below). Under the previous management team, the company began to suffer from the secular trends that favor the digital channel over brick-and-mortar stores. The COVID-19 crisis only served to worsen GameStop’s competitive position.</p><p><blockquote>游戏驿站已连续三年报告年度亏损（见下图）。在前任管理团队的领导下，该公司开始受到青睐数字渠道而不是实体店的长期趋势的影响。新冠肺炎危机只会恶化游戏驿站的竞争地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c436ba781ca52603c68914209aee5e1b\" tg-width=\"914\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Figure 2: GameStop’s net income chart in the last 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：游戏驿站近5年净利润图。</span></p></blockquote></p><p> Ryan Cohen was one of the few billionaire investors who understood how Reddit forums worked even before the meme stock boom of January 2021. He saw in GME an investment opportunity that combined potential for future financial performance with the stock's popularity among individual investors.</p><p><blockquote>瑞安·科恩(Ryan Cohen)是少数甚至在2021年1月meme股票繁荣之前就了解Reddit论坛如何运作的亿万富翁投资者之一。他在GME中看到了一个投资机会，将未来财务业绩的潜力与该股在个人投资者中的受欢迎程度结合在一起。</blockquote></p><p> It did not take long for prominent and vocal retail investors to see “Papa Cohen” as one of their representatives and allies inside the company.</p><p><blockquote>没过多久，知名且直言不讳的散户投资者就将“Papa Cohen”视为他们在公司内部的代表和盟友之一。</blockquote></p><p> <b>Wall Street Meme’s take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> One of the appeals of GameStop stock to retail investors is Ryan Cohen’s influence and unconventional vision as a chairman. In addition, Mr. Cohen has a proven track record in what GameStop probably needs the most right now: e.g. growth in e-commerce and startup-like momentum.</p><p><blockquote>游戏驿站股票对散户投资者的吸引力之一是Ryan Cohen作为董事长的影响力和非传统愿景。此外，科恩先生在游戏驿站目前可能最需要的方面拥有良好的记录：例如。电子商务的增长和类似初创企业的势头。</blockquote></p><p> GameStop’s fundamentals and growth prospects are far from being pristine at this moment. Yet, Ryan Cohen may very well be a bullish factor that keeps GME investors hopeful about another leg higher in the company’s share price.</p><p><blockquote>此时此刻，游戏驿站的基本面和增长前景远非原始。然而，瑞安·科恩很可能是一个看涨因素，让GME投资者对公司股价再次走高抱有希望。</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>GameStop Stock: Understanding The Ryan Cohen Factor<blockquote>游戏驿站股票：了解瑞恩·科恩因素</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\">\nGameStop Stock: Understanding The Ryan Cohen Factor<blockquote>游戏驿站股票：了解瑞恩·科恩因素</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-24 21:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>GameStop chairman Ryan Cohen, known as “Papa Cohen” by many GME stock holders, has been pushing to reshape the company. Wall Street Memes takes a closer look at the Ryan Cohen factor.</p><p><blockquote>被许多GME股东称为“Papa Cohen”的游戏驿站董事长Ryan Cohen一直在推动公司重塑。《华尔街迷因》仔细研究了瑞安·科恩因素。</blockquote></p><p> Admired by the majority of GameStop stock&nbsp;investors, Chairman of the Board Ryan Cohen is an audacious young capitalist who promises to reinvent the video game retailer. Armed with bold plans and an activist mindset, the Chairman is seen as one key piece in the company’s turnaround efforts.</p><p><blockquote>董事会主席瑞恩·科恩(Ryan Cohen)受到大多数游戏驿站股票投资者的钦佩，他是一位大胆的年轻资本家，承诺重塑这家视频游戏零售商。凭借大胆的计划和激进的心态，董事长被视为公司扭亏为盈的关键人物。</blockquote></p><p> Today, Wall Street Memes discusses the importance of Chairman Cohen to GME stock investors.</p><p><blockquote>今天，华尔街模因讨论了科恩董事长对GME股票投资者的重要性。</blockquote></p><p> <b>Ryan’s background</b></p><p><blockquote><b>瑞安的背景</b></blockquote></p><p> 36-year-old Ryan Cohen was the CEO of Chewy, the pet e-commerce company that he founded when he was only 25 years old. In 2017, hesoldChewy to PetSmart in a $3.3 billion deal for the purpose of pursuing other personal goals.</p><p><blockquote>36岁的瑞安·科恩是他年仅25岁时创办的宠物电商公司Chewy的首席执行官。2017年，为了追求其他个人目标，他以33亿美元的价格将Chewy卖给了PetSmart。</blockquote></p><p> Then, the investor side of Ryan Cohen’s began to gain notoriety. After the sale of Chewy, he&nbsp;invested&nbsp;a large sum in Apple and became the company's largest individual investor, holding around 6 million split-adjusted shares.</p><p><blockquote>然后，瑞安·科恩的投资者方面开始声名狼藉。出售Chewy后，他向苹果投资了一大笔钱，成为该公司最大的个人投资者，持有约600万股拆分调整后的股票。</blockquote></p><p> By the end of 2020, Cohen had also become the largest single shareholder in GameStop, having&nbsp;acquired&nbsp;10% of GME's shares and subsequently increasing the ownership percentage to about 13%. These investments were made before the short squeeze of GameStop stock, in late January 2021. Around the same time, the investor was appointed as Charmain of the Board.</p><p><blockquote>到2020年底，科恩也成为游戏驿站最大的单一股东，收购了GME 10%的股份，随后将持股比例提高至13%左右。这些投资是在2021年1月下旬游戏驿站股票轧空之前进行的。大约在同一时间，投资者被任命为董事会的Charmain。</blockquote></p><p> <b>Cohen’s revolution</b></p><p><blockquote><b>科恩革命</b></blockquote></p><p> Upon taking over as chairman in early 2021, Cohen had already seen his initial investment in GME rise by more than 2,500%. With a bold and defiant speech, he&nbsp;opposed&nbsp;the board members' idea to issue $100 million in equity due to concerns over the value of GME stock.</p><p><blockquote>2021年初接任董事长后，科恩对GME的初始投资已增长超过2,500%。出于对GME股票价值的担忧，他发表了大胆而挑衅的演讲，反对董事会成员发行1亿美元股票的想法。</blockquote></p><p> Mr. Cohen&nbsp;proposed&nbsp;a series of changes to the company's strategy. He encouraged investments beyond brick-and-mortar stores, accelerating e-commerce penetration, expanding product categories, and aiming for a high-quality customer service model.</p><p><blockquote>科恩先生对公司的战略提出了一系列的改变。他鼓励实体店以外的投资，加速电子商务渗透，扩大产品类别，并致力于高质量的客户服务模式。</blockquote></p><p> Also, the chairman helped to change the company's team of executives, cutting a few loose and hiring former Chewy and Amazon employees for senior managerial positions.</p><p><blockquote>此外，董事长还帮助改变了公司的高管团队，解雇了一些人，并聘请了前Chewy和亚马逊员工担任高级管理职位。</blockquote></p><p> <b>How Ryan Cohen matters for the stock</b></p><p><blockquote><b>瑞安·科恩对股票有何影响</b></blockquote></p><p> GameStop has been reporting annual losses for the last three consecutive years (see chart below). Under the previous management team, the company began to suffer from the secular trends that favor the digital channel over brick-and-mortar stores. The COVID-19 crisis only served to worsen GameStop’s competitive position.</p><p><blockquote>游戏驿站已连续三年报告年度亏损（见下图）。在前任管理团队的领导下，该公司开始受到青睐数字渠道而不是实体店的长期趋势的影响。新冠肺炎危机只会恶化游戏驿站的竞争地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c436ba781ca52603c68914209aee5e1b\" tg-width=\"914\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Figure 2: GameStop’s net income chart in the last 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：游戏驿站近5年净利润图。</span></p></blockquote></p><p> Ryan Cohen was one of the few billionaire investors who understood how Reddit forums worked even before the meme stock boom of January 2021. He saw in GME an investment opportunity that combined potential for future financial performance with the stock's popularity among individual investors.</p><p><blockquote>瑞安·科恩(Ryan Cohen)是少数甚至在2021年1月meme股票繁荣之前就了解Reddit论坛如何运作的亿万富翁投资者之一。他在GME中看到了一个投资机会，将未来财务业绩的潜力与该股在个人投资者中的受欢迎程度结合在一起。</blockquote></p><p> It did not take long for prominent and vocal retail investors to see “Papa Cohen” as one of their representatives and allies inside the company.</p><p><blockquote>没过多久，知名且直言不讳的散户投资者就将“Papa Cohen”视为他们在公司内部的代表和盟友之一。</blockquote></p><p> <b>Wall Street Meme’s take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> One of the appeals of GameStop stock to retail investors is Ryan Cohen’s influence and unconventional vision as a chairman. In addition, Mr. Cohen has a proven track record in what GameStop probably needs the most right now: e.g. growth in e-commerce and startup-like momentum.</p><p><blockquote>游戏驿站股票对散户投资者的吸引力之一是Ryan Cohen作为董事长的影响力和非传统愿景。此外，科恩先生在游戏驿站目前可能最需要的方面拥有良好的记录：例如。电子商务的增长和类似初创企业的势头。</blockquote></p><p> GameStop’s fundamentals and growth prospects are far from being pristine at this moment. Yet, Ryan Cohen may very well be a bullish factor that keeps GME investors hopeful about another leg higher in the company’s share price.</p><p><blockquote>此时此刻，游戏驿站的基本面和增长前景远非原始。然而，瑞安·科恩很可能是一个看涨因素，让GME投资者对公司股价再次走高抱有希望。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/gme/gamestop-stock-understanding-the-ryan-cohen-factor\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.thestreet.com/memestocks/gme/gamestop-stock-understanding-the-ryan-cohen-factor","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195373163","content_text":"GameStop chairman Ryan Cohen, known as “Papa Cohen” by many GME stock holders, has been pushing to reshape the company. Wall Street Memes takes a closer look at the Ryan Cohen factor.\nAdmired by the majority of GameStop stock investors, Chairman of the Board Ryan Cohen is an audacious young capitalist who promises to reinvent the video game retailer. Armed with bold plans and an activist mindset, the Chairman is seen as one key piece in the company’s turnaround efforts.\nToday, Wall Street Memes discusses the importance of Chairman Cohen to GME stock investors.\nRyan’s background\n36-year-old Ryan Cohen was the CEO of Chewy, the pet e-commerce company that he founded when he was only 25 years old. In 2017, hesoldChewy to PetSmart in a $3.3 billion deal for the purpose of pursuing other personal goals.\nThen, the investor side of Ryan Cohen’s began to gain notoriety. After the sale of Chewy, he invested a large sum in Apple and became the company's largest individual investor, holding around 6 million split-adjusted shares.\nBy the end of 2020, Cohen had also become the largest single shareholder in GameStop, having acquired 10% of GME's shares and subsequently increasing the ownership percentage to about 13%. These investments were made before the short squeeze of GameStop stock, in late January 2021. Around the same time, the investor was appointed as Charmain of the Board.\nCohen’s revolution\nUpon taking over as chairman in early 2021, Cohen had already seen his initial investment in GME rise by more than 2,500%. With a bold and defiant speech, he opposed the board members' idea to issue $100 million in equity due to concerns over the value of GME stock.\nMr. Cohen proposed a series of changes to the company's strategy. He encouraged investments beyond brick-and-mortar stores, accelerating e-commerce penetration, expanding product categories, and aiming for a high-quality customer service model.\nAlso, the chairman helped to change the company's team of executives, cutting a few loose and hiring former Chewy and Amazon employees for senior managerial positions.\nHow Ryan Cohen matters for the stock\nGameStop has been reporting annual losses for the last three consecutive years (see chart below). Under the previous management team, the company began to suffer from the secular trends that favor the digital channel over brick-and-mortar stores. The COVID-19 crisis only served to worsen GameStop’s competitive position.\nFigure 2: GameStop’s net income chart in the last 5 years.\nRyan Cohen was one of the few billionaire investors who understood how Reddit forums worked even before the meme stock boom of January 2021. He saw in GME an investment opportunity that combined potential for future financial performance with the stock's popularity among individual investors.\nIt did not take long for prominent and vocal retail investors to see “Papa Cohen” as one of their representatives and allies inside the company.\nWall Street Meme’s take\nOne of the appeals of GameStop stock to retail investors is Ryan Cohen’s influence and unconventional vision as a chairman. In addition, Mr. Cohen has a proven track record in what GameStop probably needs the most right now: e.g. growth in e-commerce and startup-like momentum.\nGameStop’s fundamentals and growth prospects are far from being pristine at this moment. Yet, Ryan Cohen may very well be a bullish factor that keeps GME investors hopeful about another leg higher in the company’s share price.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608724455,"gmtCreate":1638793783096,"gmtModify":1638793787118,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Dun cry","listText":"Dun cry","text":"Dun cry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/608724455","repostId":"1147959487","repostType":4,"repost":{"id":"1147959487","kind":"news","pubTimestamp":1638793685,"share":"https://www.laohu8.com/m/news/1147959487?lang=zh_CN&edition=full","pubTime":"2021-12-06 20:28","market":"us","language":"en","title":"With Hope and Hype Gone, Clover Health Will Now Remain a Penny Stock<blockquote>随着希望和炒作的消失，Clover Health现在仍将是一只低价股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147959487","media":"InvestorPlace","summary":"As it struggles to control costs, don't expect continued top-line growth to fuel a recovery for CLOV","content":"<p><div> As it struggles to control costs, don't expect continued top-line growth to fuel a recovery for CLOV stock I may have called it one ahead of time. But now, after it’s slipped below $5 per share,Clover...</p><p><blockquote><div>由于它正在努力控制成本，因此不要指望持续的营收增长会推动CLOV股票的复苏我可能提前称之为复苏。但现在，在股价跌破每股5美元后，Clover……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/clov-stock-now-penny-stock-expect-it-to-stay-that-way/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/clov-stock-now-penny-stock-expect-it-to-stay-that-way/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With Hope and Hype Gone, Clover Health Will Now Remain a Penny Stock<blockquote>随着希望和炒作的消失，Clover Health现在仍将是一只低价股</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\">\nWith Hope and Hype Gone, Clover Health Will Now Remain a Penny Stock<blockquote>随着希望和炒作的消失，Clover Health现在仍将是一只低价股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-06 20:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As it struggles to control costs, don't expect continued top-line growth to fuel a recovery for CLOV stock I may have called it one ahead of time. But now, after it’s slipped below $5 per share,Clover...</p><p><blockquote><div>由于它正在努力控制成本，因此不要指望持续的营收增长会推动CLOV股票的复苏我可能提前称之为复苏。但现在，在股价跌破每股5美元后，Clover……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/clov-stock-now-penny-stock-expect-it-to-stay-that-way/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/clov-stock-now-penny-stock-expect-it-to-stay-that-way/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/clov-stock-now-penny-stock-expect-it-to-stay-that-way/\">InvestorPlace</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":{"CLOV":"Clover Health Corp"},"source_url":"https://investorplace.com/2021/12/clov-stock-now-penny-stock-expect-it-to-stay-that-way/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147959487","content_text":"As it struggles to control costs, don't expect continued top-line growth to fuel a recovery for CLOV stock\nI may have called it one ahead of time. But now, after it’s slipped below $5 per share,Clover Health(NASDAQ:CLOV) is officially a penny stock. Sure, this label says little about the prospects for CLOV stock, or its underlying business. Yet there is one key takeaway. The hope and hype surrounding this online-based provider of Medicare Advantage plans is officially gone.\nAs you likely recall, there have been several waves of enthusiasm surrounding this stock over the past year. First, after this special purpose acquisition company (SPAC) deSPACed in late 2020, investors bid it up. Given the success of other blank-check companies backed by Chamath Palihapitiya, this made sense.\nThen, after falling sharply between February and May, due to a “short report” and the “SPAC wipeout,”the stock became hot once again.\nThis time, as a meme stock/short-squeeze play going parabolic and hitting new highs, Clover almost seemed set to join the ranks of AMC Entertainment(NYSE:AMC) and GameStop(NYSE:GME). But it didn’t. After June, it steadily became less of a squeeze play. Over the past six months, its short interest has gone from off-the-charts, to just 7.6% of outstanding float.\nToday, with conversation about it on Reddit’sr/WallStreetsBets subreddit well subdued fro what it once was, there’s only one path for shares out of their current penny stock status. Unfortunately, it’s a long one.\nWhy CLOV Stock Fell Below $5 Per Share\nYou can try to argue that Clover Health’s move to below $5 per share is due solely to market volatility. News of Covid-19’s Omicron variant, plus hawkish remarks from the Federal Reserve, have caused stocks across-the-board to move lower.\nBut even before the latest overall dip in the market, CLOV stock was already heading south. Blame that on its latest quarterly earnings report, and sell side’s pessimism about its profitability timeline. Plus, as my InvestorPlace colleague Joel Baglole discussed on Nov. 18, there’s its recent dilutive $300 million secondary offering.\nOn top of this, news of  a shareholder lawsuit,due to Clover allegedly not disclosing the open Department of Justice (DOJ) investigation of it, which was one of the key bombshells from the above-mentioned short report. This grab bag of company-specific developments came on top of another key negative for the stock. That would be its waning appeal among the meme crowd. After several failed attempts to send it “to the moon” once more, Reddit traders have moved on.\nPut all these factors together, and it is clear why Clover now finds itself in the bargain basement.\nYet, there is a silver lining. If it can get its operating costs under control, it will then start moving again in the right direction. The problem? For now, there’s little to suggest that’s soon set to happen.\nOnly Cheap if You Assume Profitability Is Imminent\nYes, at the current CLOV stock price (around $4.47 per share), it’s obviously not as pricey as it was at $10, $15, $20 or even $28.85 per share. Trading for less than 1x projected sales for 2022, this “disruptor” now trades at a forward valuation more in-line with its old-school peers.\nFurthermore, as myInvestorPlacecolleague Dana Blankenhorn recently argued, if Clover managed to bring its margins up on par with UnitedHealth Group (NYSE:UNH) by next year, shares would be selling for just 15x forward earnings. Unfortunately, bringing up margins is easier said than done.\nTo achieve this, several things need to play out. First, Clover’s thesis that its very high medical cost ratio(MCR) is “transitory,” and a product of increased healthcare usage due to the pandemic recovery, needs to prove true. If a few quarters from now, when things have normalized post-Covid, the company is still paying out more in claims than it’s taking in as premiums? It’s going to be much harder for it to blame the virus for its problems.\nSecond, even if it brings its MCR down to 85% (the bare minimum it needs to spend each year), it will need to really ramp up sales to cover its fixed overhead costs. Based on its SG&A expenses last quarter ($119.1 million), its annual overhead is around $476.4 million. If it managed to achieve gross margins of 15%, it would need to generate at least $3.17 billion in revenue next year. Sell-side projections call for between $2.48 billion and $2.92 billion in revenue next year.\nBottom Line on Clover\nI concede that it’s not impossible for Clover to one day become profitable. Assuming it continues to grow its revenues by high double-digits.  The issue is with the timeline. Between now and when it gets out of the red, it could stay stuck at present levels, as more dilutive secondary offerings (to cover cash burn/fund growth) impact its ability to bounce back.\nLikely to languish at or below $5 per share for a while, skip out for now with CLOV stock.","news_type":1,"symbols_score_info":{"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877273367,"gmtCreate":1637939004885,"gmtModify":1637939005024,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"The historic short","listText":"The historic short","text":"The historic short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877273367","repostId":"1133091710","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871659155,"gmtCreate":1637067613932,"gmtModify":1637067614200,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/871659155","repostId":"2183047007","repostType":4,"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853509820,"gmtCreate":1634821340254,"gmtModify":1634821340593,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Short ur vix","listText":"Short ur vix","text":"Short ur vix","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853509820","repostId":"1199242962","repostType":4,"repost":{"id":"1199242962","kind":"news","pubTimestamp":1634819968,"share":"https://www.laohu8.com/m/news/1199242962?lang=zh_CN&edition=full","pubTime":"2021-10-21 20:39","market":"us","language":"en","title":"Is A Volatility Storm Coming?<blockquote>波动风暴要来了？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199242962","media":"zerohedge","summary":"“\n Volatility often refers to the amount of uncertainty or risk related to the size of changes in a ","content":"<p>  “  <i>Volatility often refers to the amount of uncertainty or risk related to the&nbsp;size of changes in a security’s value. A higher volatility means that a security’s value can potentially be spread out over a larger range of values. This means that the price of the security can change dramatically over a short time period in either direction.”</i>– Investopedia  <b>Federal Reserve Bond Tapering &amp; Interest Rate Hikes Reduce Liquidity</b></p><p><blockquote>“<i>波动性通常是指与证券价值变化大小相关的不确定性或风险的大小。较高的波动性意味着证券的价值可能会分散到更大的价值范围内。这意味着证券的价格可能会在短时间内朝任一方向发生巨大变化。”</i>-投资百科<b>美联储债券缩减和加息减少流动性</b></blockquote></p><p> Federal Reserve liquidity injections have bailed out the economy and equity markets for the last 18 months. And as a result, the bailout created a relatively low volatility environment for equity and bond markets.&nbsp; Will the announced withdrawal of Fed injections of $120B per month set up the monetary system for higher volatility? &nbsp;We see major economic forces combining in the intermediate future to create a possible ‘volatility storm’ driving valuations down.&nbsp;These economic forces include:</p><p><blockquote>过去18个月，美联储的流动性注入为经济和股市提供了救助。结果，救助为股票和债券市场创造了一个波动性相对较低的环境。美联储宣布撤回每月1200亿美元的注资是否会让货币体系面临更高的波动性？我们看到主要经济力量将在中期结合起来，可能会造成一场“波动风暴”，导致估值下降。这些经济力量包括：</blockquote></p><p> <ul>  <li><i>Fed tapering</i></li>  <li><i>Interest rate hikes</i></li>  <li><i>Inflation</i></li>  <li><i>Labor wage increases</i>.</li> </ul> One of these macro factors is a challenge for monetary policymakers to mitigate damage to the financial system.&nbsp; But, a combination of these factors already building may overwhelm the monetary system. Further, markets are at historic high valuations today. But, market weaknesses and structure, along with valuations may create optimal conditions for a volatility storm.</p><p><blockquote><ul><li><i>美联储缩减规模</i></li><li><i>加息</i></li><li><i>通货膨胀</i></li><li><i>劳动力工资上涨</i>.</li></ul>这些宏观因素之一是货币政策制定者减轻对金融体系损害的挑战。但是，这些因素的结合可能会压垮货币体系。此外，目前市场估值处于历史高位。但是，市场弱点和结构以及估值可能会为波动风暴创造最佳条件。</blockquote></p><p> <b>Taper Is Coming</b></p><p><blockquote><b>Taper来了</b></blockquote></p><p> In September, the minutes of the September Federal Open Market Committee meeting noted that most participants agreed that tapering of treasury and mortgage bond purchases should begin in December, but analysts expect a formal announcement at the November Fed meeting.&nbsp; Accordingly, here is a forecast of how the projected tapering may occur into mid – June 2022.</p><p><blockquote>9月，联邦公开市场委员会9月会议纪要指出，大多数与会者同意应在12月开始缩减美国国债和抵押贷款债券购买，但分析师预计将在11月美联储会议上正式宣布。因此，这里对预计的缩减可能如何进行到2022年6月中旬的预测。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b46d7d94707e6fedad83d772a24c0293\" tg-width=\"478\" tg-height=\"294\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: Zero Hedge, Real Investment Advice – 10/15/21</p><p><blockquote>资料来源：零对冲，真实投资建议-10/15/21</blockquote></p><p> The financial markets enjoyed about $2.16T in liquidity injections resulting in a low volatility monetary environment for the S&amp;P 500 to bull market from a March 2020 low of 2191 to 4471. The impact of tapering is both real and psychological.&nbsp; However, some analysts argue that the real reduction in bond purchases will have a minimal effect on bond markets.&nbsp; Others note that while the actual withdrawal of treasury bond purchases in the $21.9T treasury market is small, the psychological aspects of tapering are significant.&nbsp; Investors will feel the Federal Reserve is not ‘covering their downside risk’ anymore.</p><p><blockquote>金融市场获得了约2.16 T美元的流动性注入，为标普500从2020年3月低点2191点至4471点的牛市带来了低波动性的货币环境。缩减购债规模的影响既是真实的，也是心理上的。然而，一些分析师认为，真正缩减购债规模对债券市场的影响微乎其微。另一些分析师指出，虽然21.9美元国债市场实际撤出的国债购买规模很小，但缩减购债规模的心理影响很大。投资者会觉得美联储不再“掩盖他们的下行风险”。</blockquote></p><p> Some economists see an increase in volatility due to the end of bond purchases and increasing interest rates. &nbsp;On Fox&nbsp;News, October 17th, Mohammed El-Erian, Chief Economic Advisor at Allianz SE, said he sees increased volatility in the future.</p><p><blockquote>一些经济学家认为，由于债券购买结束和利率上升，波动性将会增加。在福克斯新闻频道，10月17日，安联首席经济顾问Mohammed El-Erian说，他认为未来的波动性会增加。</blockquote></p><p>   <i>“I worry…that this wonderful world we’ve been living in of low volatility, everything going up, may come to a stop with higher volatility. If I were an investor, I would recognize that I’m riding a huge liquidity wave thanks to the Fed, but I would remember that waves tend to break at some point, so I would be very attentive</i>.”  <b>Inflation Surges to Decade Highs</b></p><p><blockquote><i>“我担心……我们生活在这个低波动性、一切都在上涨的美好世界，可能会随着更高的波动性而停止。如果我是一名投资者，我会认识到我正在乘着巨大的流动性浪潮感谢美联储，但我会记住波浪往往会在某个时候破裂，所以我会非常关注</i>.”<b>通胀飙升至十年高点</b></blockquote></p><p> The Consumer Price Index, CPI has moved above 5% on a year-over-year basis and it continues to rise.&nbsp; Housing rent prices are up by 17.9%, according to the Case – Shiller housing September index.&nbsp; Rent increases lead owner equivalent rent housing costs by five months based on a model by Macrobond and Nordea. This means that the 14% jump in existing home prices YoY is likely to extend into next year. &nbsp;&nbsp;Below is a chart of the CPI since 2017 and major components such as housing and gasoline.</p><p><blockquote>消费者价格指数CPI同比涨幅超过5%，并且还在继续上涨。根据Case-Shiller住房9月份指数，住房租金价格上涨了17.9%。根据Macrobond和Nordea的模型，租金使主要业主的当量租金住房成本增加了五个月。这意味着现房价格同比上涨14%可能会延续到明年。下面是2017年以来CPI以及住房和汽油等主要组成部分的图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42bb01bf2a1f52ca5608cb7d58333091\" tg-width=\"624\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: Bloomberg, Bureau of Labor Statistics – 10/13/21</p><p><blockquote>资料来源：彭博社，劳工统计局-10/13/21</blockquote></p><p> The record prices of key commodities continue to drive the price of manufactured goods higher. Oil prices settled at $85 per barrel, a three-year high on October 15th.&nbsp; Aluminum prices have increased by 40% in the last year. &nbsp;The metal price hit a 13 year high on the London Metal Exchange on October 15th&nbsp;as well.&nbsp; Copper prices surged by12% in the last week to the highest price since May 12th with a 74 year low in inventories.&nbsp; Demand for primary metals has soared due to power generation demand and the shift to green power infrastructure systems. If passed, the $1T Bipartisan Infrastructure Bill agreed upon in Congress will likely keep commodities prices high for a couple of years.</p><p><blockquote>关键大宗商品创纪录的价格继续推动制成品价格走高。油价10月15日收于每桶85美元，创三年新高。铝价最近一年上涨了40%。10月15日，伦敦金属交易所的金属价格也创下了13年来的新高。铜价上周飙升12%，至5月12日以来的最高价格，库存为74年来的最低水平。由于发电需求和向绿色电力基础设施系统的转变，对初级金属的需求飙升。如果获得通过，国会达成的1T美元两党基础设施法案可能会使大宗商品价格在几年内保持高位。</blockquote></p><p> <b>China Boosting Demand</b></p><p><blockquote><b>中国提振需求</b></blockquote></p><p></p><p> Plus, China continues to make considerable investments in manufacturing and power generation projects keeping global demand high for commodities.&nbsp; Container shipping of commodities adds to their price.&nbsp; Container shipping rates from Shanghai to Los Angeles have increased by ten times in the last year. Computer chip shortages continue with the highest delays on record in chip shipments for September and auto manufacturers have reduced production on some models by 10 – 20% reducing car inventories at dealers and supporting high new and used car prices.&nbsp; Mitigating the surge in inflation would be declining consumer sentiment and buying, plus a possible slowdown in the global economy.&nbsp; Yet, wages may continue to climb, causing businesses to respond with price increases.</p><p><blockquote>此外，中国继续在制造业和发电项目上进行大量投资，保持了全球对大宗商品的高需求。大宗商品的集装箱运输推高了大宗商品的价格。去年，从上海到洛杉矶的集装箱运费上涨了10倍。计算机芯片短缺仍在继续，9月份芯片出货出现创纪录的最高延迟，汽车制造商将一些车型的产量减少了10-20%，减少了经销商的汽车库存，支撑了新车和二手车的高价格。缓解通胀飙升的将是消费者信心和购买能力下降，加上全球经济可能放缓。然而，工资可能会继续攀升，导致企业以涨价作为回应。</blockquote></p><p> <b>Increased Wages Drive Demand Inflation</b></p><p><blockquote><b>工资上涨推动需求通胀</b></blockquote></p><p> Increases in wages will possibly sustain demand.&nbsp;&nbsp; Weekly earnings have soared to almost 10%.&nbsp; This chart shows weekly earnings back to 1983, the last time earnings increased at this high level.</p><p><blockquote>工资上涨可能会维持需求。周收入飙升至近10%。这张图表显示了1983年以来的每周收入，这是上一次收入以如此高的水平增长。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/506983ffb8ae5539d73c2b38704eaaac\" tg-width=\"504\" tg-height=\"281\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Source: Bloomberg – 10/12/21</p><p><blockquote>资料来源：彭博社–10/12/21</blockquote></p><p> Worker earnings increases continue to be driven by a labor shortage. There are 4.3M jobs left to fill since the labor force participation rate high of February 2020. Critical factors in many jobs not being filled include: 3.6M retirees not returning to the labor force, lower-wage hospitality workers into higher-paying warehouse and delivery jobs, and 2.5M workers staying at home to care for Covid-19 relatives.&nbsp; The Wall Street Journal reports on October 14th&nbsp;the labor participation rate is at 61.6% versus 63.3% in February 2020. As a result, the labor force participation rate continues to be below pre-pandemic levels.</p><p><blockquote>劳动力短缺继续推动工人收入增长。自2020年2月劳动力参与率达到高点以来，仍有430万个工作岗位需要填补。许多工作岗位没有被填补的关键因素包括：360万退休人员没有重返劳动力市场，工资较低的酒店工人进入工资较高的仓库和送货工作，以及250万工人呆在家里照顾新冠肺炎的亲戚。《华尔街日报》10月14日报道称，劳动参与率为61.6%，而2020年2月为63.3%。因此，劳动力参与率继续低于大流行前的水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f16eafc3d71caf12aa588f86a34aa92d\" tg-width=\"1024\" tg-height=\"741\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: Labor Department, The Wall Street Journal – 10/14/21</p><p><blockquote>资料来源：劳工部、华尔街日报-10/14/21</blockquote></p><p> <b>Labor Shortages Aren’t Helping</b></p><p><blockquote><b>劳动力短缺无济于事</b></blockquote></p><p> The National Federation of Independent Businesses recently reported that their&nbsp;<i>Hard Jobs to Fill i</i>ndicator shows that wages are likely to continue to soar. The following chart shows how the labor shortage is fueling a rise in wages.</p><p><blockquote>全国独立企业联合会最近报告说，他们的<i>难以填补的工作</i>指标显示工资可能会继续飙升。下图显示了劳动力短缺是如何推动工资上涨的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1dc82681ef42b51af8dc4814cb5c16c\" tg-width=\"376\" tg-height=\"393\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: NFIB, The Daily Shot 10/12/21</p><p><blockquote>资料来源：NFIB，The Daily Shot 10/12/21</blockquote></p><p> In many industries, the labor shortage is forcing employers to hire key employees away from competitors.&nbsp; Accordingly, employers report in tight markets such as software programming offering 20% hire-on bonuses.&nbsp;&nbsp; The restaurant industry’s average wage now stands above $15 per hour to attract workers in this 400% yearly worker churn sector.&nbsp; Further, recruiters report that some workers seeing a tight labor market are evaluating work-life balance choices.&nbsp; Also, drop-out workers in some cases are taking vacations, pursuing hobbies, or just taking a break.&nbsp; Remote work-from-home options will continue to create tighter labor conditions for the foreseeable future.&nbsp; A September Wall Street Journal survey of 52 economists showed that 42% expect the economy to not recover to pre-pandemic workforce levels for years to come.</p><p><blockquote>在许多行业，劳动力短缺迫使雇主从竞争对手那里雇佣关键员工。因此，雇主报告说，在软件编程等紧张的市场中，提供20%的雇佣奖金。餐饮业的平均工资现在超过每小时15美元，以吸引这个每年400%员工流失的行业的工人。此外，招聘人员报告说，一些看到劳动力市场紧张的工人正在评估工作与生活的平衡选择。此外，在某些情况下，辍学的工人正在休假，追求爱好，或者只是休息一下。在可预见的未来，远程在家工作的选择将继续造成更紧张的劳动条件。《华尔街日报》9月份对52名经济学家的调查显示，42%的人预计未来几年经济不会恢复到疫情之前的劳动力水平。</blockquote></p><p> Next, let’s look at how weaknesses in the market can provide clues on a gathering volatility storm.</p><p><blockquote>接下来，让我们看看市场的弱点如何为正在聚集的波动风暴提供线索。</blockquote></p><p> <b>Monthly, Weekly Time Frames Show Bearish Market Direction</b></p><p><blockquote><b>月度、每周时间框架显示看跌市场方向</b></blockquote></p><p> Brett Freeze, principal at&nbsp;Global Technical Analysis&nbsp;(GTA), uses a unique set of time frames matched with trend models to identify support and resistance levels. Markets behave in different ways based on different time periods and participants. For example, institutional investors tend to make long-term investments quarterly. GTA analysis reports on quarterly, monthly, weekly, and daily trends. The following chart shows ES futures contract prices are below Monthly and Weekly Trends. The model notes a one period or two-period move as below trend.&nbsp; When ES future prices make three consecutive period moves, a trend is indicated for that timeframe.</p><p><blockquote>全球技术分析(GTA)负责人Brett Freeze使用一组与趋势模型相匹配的独特时间框架来识别支撑位和阻力位。基于不同的时间段和参与者，市场以不同的方式表现。例如，机构投资者倾向于按季度进行长期投资。GTA分析报告季度、月度、每周和每日趋势。下图显示ES期货合约价格低于月度和周度趋势。该模型将一个周期或两个周期的波动记录为趋势下方。当ES期货价格连续三个周期波动时，就会显示出该时间段的趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e9ba427422a47c1b726adaf06be1ee40\" tg-width=\"284\" tg-height=\"353\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Source: Brett Freeze, Global Technical Analysis – 10/15/21</p><p><blockquote>资料来源：Brett Freeze，全球技术分析–10/15/21</blockquote></p><p> Note: PQH = Previous Quarter High, PQL = Previous Quarter Low, PMH = Previous Month High, PML = Previous Month Low, PWH = Previous Weekly High, PML = Previous Weekly Low, PDH = Previous Daily High, PDL = Previous Daily Low</p><p><blockquote>注：PQH=上季度高点，PQL=上季度低点，PMH=上个月高点，PML=上个月低点，PWH=上个周高点，PML=上个周低点，PDH=上个日高点，PDL=上个日低点</blockquote></p><p> <b>Realized Volatility Is Relatively Low, Yet Implied Volatility Is Rising</b></p><p><blockquote><b>已实现波动率相对较低，但隐含波动率正在上升</b></blockquote></p><p></p><p> Realized volatility is the change in price between the daily closes of a stock, ETF, or financial instrument.&nbsp; The following chart from Lance Roberts and CNBC shows how price changes in the S&amp;P 500 have been above average but are still within a 2% daily range since the March 2020 SPX lows.</p><p><blockquote>已实现波动性是股票、ETF或金融工具每日收盘之间的价格变化。Lance Roberts和美国消费者新闻与商业频道的下图显示了自2020年3月SPX低点以来，标普500的价格变化一直高于平均水平，但仍在2%的每日范围内。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ace2a9235ff5f0e88cd9eebaeee2f0d4\" tg-width=\"340\" tg-height=\"202\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Source: Real Investment Advice – 10/6/21</p><p><blockquote>资料来源：Real Investment Advice–10/6/21</blockquote></p><p> Realized volatility shows how market participants are actually driving market price swings by direct trading.&nbsp; The limited movement of realized volatility obscures the impact of implied volatility of markets.</p><p><blockquote>已实现波动率显示了市场参与者如何通过直接交易实际推动市场价格波动。已实现波动率的有限变动掩盖了市场隐含波动率的影响。</blockquote></p><p> <b>Implied Volatility</b></p><p><blockquote><b>隐含波动率</b></blockquote></p><p> Implied volatility is the range of prices based on speculation of where a price may be for underlying security or index at a specific date. Overall implied volatility has been climbing the past few years.&nbsp; The Volatility Index (VIX) is an indicator of implied volatility. The Chicago Board Options Exchange developed the VIX as a real-time index representing market expectations for the relative strength of near-term price changes of the S&amp;P 500 index (SPX). It is calculated based on the ratio of puts (an option to sell underlying security) to calls (an option to buy underlying security) for near-term (30 days or less) options contracts.</p><p><blockquote>隐含波动率是基于对特定日期标的证券或指数价格的推测而得出的价格范围。过去几年，整体隐含波动率一直在攀升。波动率指数（VIX）是隐含波动率的指标。芝加哥期权交易所开发了VIX作为一个实时指数，代表市场对标普500指数（SPX）近期价格变化相对强度的预期。它是根据近期（30天或更短时间）期权合约的看跌期权（出售标的证券的期权）与评级（购买标的证券的期权）的比率计算的。</blockquote></p><p> <b>VIX – Bullish or Bearish?</b></p><p><blockquote><b>VIX–看涨还是看跌？</b></blockquote></p><p> The lower the VIX index and the more calls to puts is considered bullish.&nbsp; Conversely, the more puts to calls driving and higher VIX is deemed to be bearish.&nbsp; The VIX uses put and call options set at specific strike price levels that traders speculate the SPX maybe, not the actual SPX index value. The VIX is one gauge of market sentiment on the direction of prices for the SPX.&nbsp; Over the past several years, the baseline VIX has been climbing as the SPX has rallied. &nbsp;Higher lows indicate growing anxiety about high valuations.&nbsp; The following monthly chart shows the VIX levels since 2014 with higher lows (red arrow) as it spikes at market lows like March 2020.</p><p><blockquote>VIX指数越低，看跌期权的评级越多，被认为是看涨的。相反，评级驱动的看跌期权越多，VIX越高，被认为是看跌的。VIX使用看跌期权和看涨期权期权，这些期权设置在交易者推测SPX的特定执行价格水平，而不是实际的SPX指数值。VIX是衡量SPX价格方向的市场情绪的一个指标。在过去的几年里，随着SPX的上涨，基准VIX一直在攀升。更高的低点表明对高估值的焦虑越来越大。下面的月度图表显示了自2014年以来的VIX水平，随着它在2020年3月等市场低点飙升，低点更高（红色箭头）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98c0f760446a7141e4d4657f24c5fa84\" tg-width=\"1024\" tg-height=\"637\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Source: Patrick Hill – 10/16/21</p><p><blockquote>资料来源：帕特里克·希尔–10/16/21</blockquote></p><p> The VIX reached a low of 9.51 in 2017 and today stands at 16.30 on October 15th as a rally continues<i>. &nbsp;The VIX reached a high of 53.54 at the SPX March 2020 decline. It would seem with higher lows that a higher spike is possible. Daily options market volume as of September is higher than the volume of underlying stocks. This means that</i><i><u>speculation on where the SPX level will be</u></i><i>&nbsp;is overtaking market flows.</i></p><p><blockquote>VIX在2017年触及9.51的低点，随着反弹的继续，今天于10月15日触及16.30<i>VIX在SPX 2020年3月下跌时达到53.54的高点。似乎低点越高，峰值就越高。截至9月份，每日期权市场成交量高于标的股票成交量。这意味着</i><i><u>对SPX水平的猜测</u></i><i>正在超越市场流量。</i></blockquote></p><p> <b>Options Levels Point to A Volatility Storm Zone – Below 4400</b></p><p><blockquote><b>期权水平指向波动风暴区——低于4400点</b></blockquote></p><p> Options analysts note last week’s bounce in S&amp;P 500 Index is likely due to traders selling put options at monthly expiration, which crushed implied volatility.&nbsp; The VIX indicator fell to 16.80 from 20. Dealers began setting up ‘short volatility positions and buying calls supporting the rise in market prices. SPX levels of open interest in puts and calls identify where there may be support or resistance to prices.</p><p><blockquote>期权分析师指出，上周标普500指数的反弹可能是由于交易员在每月到期时出售看跌期权，这压低了隐含波动率。VIX指标从20跌至16.80。交易商开始建立波动性空头头寸，买入支撑市场价格上涨的评级。SPX看跌期权和评级的未平仓合约水平确定了价格可能存在支撑或阻力的位置。</blockquote></p><p> The following chart shows a gamma pivot point at 4400.&nbsp; Gamma is the rate of change of the delta or sensitivity of the option price to a $1 change in the underlying stock price.&nbsp; It measures the rate at which dealers must adjust their hedged positions. Positive gamma is above 4400, where there are more calls than puts and traders are net-long options.&nbsp; As a stock price goes up, the dealer sells the stock and buys it as it goes down.&nbsp; Dealers dampen price changes in a positive gamma environment.</p><p><blockquote>下图显示了4400的伽马支点。伽马是delta的变化率或期权价格对标的股票价格1美元变化的敏感度。它衡量交易商必须调整其对冲头寸的速度。正伽马高于4400，这里的评级多于看跌期权，交易者是净多头期权。当股价上涨时，交易商卖出股票，当股价下跌时买入。交易商在正伽马环境中抑制价格变化。</blockquote></p><p> Conversely, when a dealer is net short options, they must hedge by selling the stock as it goes down and buying the stock as price rises triggering increased volatility.&nbsp; Today, 4400 is the pivot point between positive and negative gamma. Below 4300, we added a Volatility Zone where a volatility storm may build. The chart shows total open interest with puts below the zero line and calls above, with current expiration darkly shaded.</p><p><blockquote>相反，当交易者是净空头期权时，他们必须通过在股票下跌时卖出股票，在价格上涨引发波动性增加时买入股票来对冲。今天，4400是正负伽马之间的支点。在4300点以下，我们增加了一个波动区，在那里可能会形成波动风暴。图表显示了未平仓合约总数，看跌期权低于零线，评级高于零线，当前到期日为深色阴影。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/be725e07c06556189d424b4731d9f66c\" tg-width=\"731\" tg-height=\"481\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: SpotGamma.com and Patrick Hill – 10/15/21</p><p><blockquote>资料来源：SpotGamma.com和Patrick Hill–10/15/21</blockquote></p><p> <b>Watch out Below 4400</b></p><p><blockquote><b>4400以下留意</b></blockquote></p><p> Brent Kochuba, a co-founder of SpotGamma, notes likely increased volatility below 4400<i>,</i></p><p><blockquote>SpotGamma联合创始人Brent Kochuba指出，低于4400点波动性可能会增加<i>,</i></blockquote></p><p>   <i>”&nbsp;We currently see fairly light put positions below 4400.&nbsp;This implies that traders may need to purchase put options on a break of 4400, which could in turn force options dealers to short futures. This could lead to dealers shorting into a down market,&nbsp;which increases volatility.”</i>  We have located where the volatility storm may develop. But, what factors might trigger a storm?</p><p><blockquote><i>“我们目前看到低于4400点的看跌头寸相当清淡。这意味着交易者可能需要在突破4400点时买入看跌期权，这反过来可能迫使期权交易商做空期货。这可能会导致交易商在下跌的市场中做空，从而增加波动性。”</i>我们已经找到了波动风暴可能发展的地方。但是，什么因素可能会引发风暴呢？</blockquote></p><p> <b>Factors Triggering a Volatility Storm</b></p><p><blockquote><b>引发波动风暴的因素</b></blockquote></p><p></p><p> The critical triggering events will be Federal Reserve tapering and interest rate increases planned for 2022.&nbsp; The financial markets depend on high levels of liquidity, so any reduction in liquidity could act as a catalyst for a volatility storm.&nbsp; Other factors that may magnify a liquidity crunch include:</p><p><blockquote>关键的触发事件将是美联储缩减规模和计划于2022年加息。金融市场依赖于高水平的流动性，因此流动性的任何减少都可能成为波动风暴的催化剂。其他可能放大流动性紧缩的因素包括：</blockquote></p><p> <ol>  <li>The debt ceiling not being raised in December</p><p><blockquote><ol><li>12月债务上限不会提高</li></ol></blockquote></p><p></li>  <li>Options hedgers overreach and can’t cover margin positions, triggering forced selling</p><p><blockquote><li>期权套期保值者过度扩张，无法弥补保证金头寸，引发强制抛售</li></blockquote></p><p></li>  <li>Inflation roaring further ahead beyond the Fed’s ability to control it, so the market loses confidence in the Fed</p><p><blockquote><li>通胀进一步飙升，超出了美联储的控制能力，因此市场对美联储失去了信心</li></blockquote></p><p></li>  <li>The Fed raises interest rates higher and faster than the market expects</p><p><blockquote><li>美联储加息幅度比市场预期更高、更快</li></blockquote></p><p></li>  <li>Consumers quit spending, causing retail sales to drop, corporations sales fall, and stock buybacks end that were sustaining high market valuations</p><p><blockquote><li>消费者停止消费，导致零售额下降，企业销售额下降，维持高市场估值的股票回购结束</li></blockquote></p><p></li>  <li>The economy goes into a recession as GDP drops, employment falls, and corporate valuations fall</p><p><blockquote><li>随着GDP下降、就业下降和企业估值下降，经济陷入衰退</li></blockquote></p><p></li>  <li>Any black swan event like the pandemic</p><p><blockquote><li>任何像大流行这样的黑天鹅事件</li></blockquote></p><p></li> </ol> Any volatility storm as markets decline is likely to force analysts to shift from valuing stocks based on market speculation to actual GAAP earnings (not stock buyback inflated EPS), fundamentals, and related unused valuation tools.&nbsp; The TINA – ‘there is no alternative’ trading phenomenon would be over.&nbsp;&nbsp;<i>Investors will need to be mindful of the extreme volatility posed by a volatility storm. Accordingly, wild rallies and steep falls will require portfolio managers to sharpen their hedging and volatility strategies to maintain portfolio value</i>.</p><p><blockquote>随着市场下跌，任何波动性风暴都可能迫使分析师从基于市场投机的股票估值转向实际GAAP收益（而不是股票回购膨胀的每股收益）、基本面和相关未使用的估值工具。TINA——“别无选择”的交易现象将会结束。<i>投资者需要注意波动风暴带来的极端波动。因此，疯狂的上涨和急剧的下跌将要求投资组合经理加强他们的对冲和波动策略，以维持投资组合的价值</i>.</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>Is A Volatility Storm Coming?<blockquote>波动风暴要来了？</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\">\nIs A Volatility Storm Coming?<blockquote>波动风暴要来了？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-10-21 20:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  “  <i>Volatility often refers to the amount of uncertainty or risk related to the&nbsp;size of changes in a security’s value. A higher volatility means that a security’s value can potentially be spread out over a larger range of values. This means that the price of the security can change dramatically over a short time period in either direction.”</i>– Investopedia  <b>Federal Reserve Bond Tapering &amp; Interest Rate Hikes Reduce Liquidity</b></p><p><blockquote>“<i>波动性通常是指与证券价值变化大小相关的不确定性或风险的大小。较高的波动性意味着证券的价值可能会分散到更大的价值范围内。这意味着证券的价格可能会在短时间内朝任一方向发生巨大变化。”</i>-投资百科<b>美联储债券缩减和加息减少流动性</b></blockquote></p><p> Federal Reserve liquidity injections have bailed out the economy and equity markets for the last 18 months. And as a result, the bailout created a relatively low volatility environment for equity and bond markets.&nbsp; Will the announced withdrawal of Fed injections of $120B per month set up the monetary system for higher volatility? &nbsp;We see major economic forces combining in the intermediate future to create a possible ‘volatility storm’ driving valuations down.&nbsp;These economic forces include:</p><p><blockquote>过去18个月，美联储的流动性注入为经济和股市提供了救助。结果，救助为股票和债券市场创造了一个波动性相对较低的环境。美联储宣布撤回每月1200亿美元的注资是否会让货币体系面临更高的波动性？我们看到主要经济力量将在中期结合起来，可能会造成一场“波动风暴”，导致估值下降。这些经济力量包括：</blockquote></p><p> <ul>  <li><i>Fed tapering</i></li>  <li><i>Interest rate hikes</i></li>  <li><i>Inflation</i></li>  <li><i>Labor wage increases</i>.</li> </ul> One of these macro factors is a challenge for monetary policymakers to mitigate damage to the financial system.&nbsp; But, a combination of these factors already building may overwhelm the monetary system. Further, markets are at historic high valuations today. But, market weaknesses and structure, along with valuations may create optimal conditions for a volatility storm.</p><p><blockquote><ul><li><i>美联储缩减规模</i></li><li><i>加息</i></li><li><i>通货膨胀</i></li><li><i>劳动力工资上涨</i>.</li></ul>这些宏观因素之一是货币政策制定者减轻对金融体系损害的挑战。但是，这些因素的结合可能会压垮货币体系。此外，目前市场估值处于历史高位。但是，市场弱点和结构以及估值可能会为波动风暴创造最佳条件。</blockquote></p><p> <b>Taper Is Coming</b></p><p><blockquote><b>Taper来了</b></blockquote></p><p> In September, the minutes of the September Federal Open Market Committee meeting noted that most participants agreed that tapering of treasury and mortgage bond purchases should begin in December, but analysts expect a formal announcement at the November Fed meeting.&nbsp; Accordingly, here is a forecast of how the projected tapering may occur into mid – June 2022.</p><p><blockquote>9月，联邦公开市场委员会9月会议纪要指出，大多数与会者同意应在12月开始缩减美国国债和抵押贷款债券购买，但分析师预计将在11月美联储会议上正式宣布。因此，这里对预计的缩减可能如何进行到2022年6月中旬的预测。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b46d7d94707e6fedad83d772a24c0293\" tg-width=\"478\" tg-height=\"294\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: Zero Hedge, Real Investment Advice – 10/15/21</p><p><blockquote>资料来源：零对冲，真实投资建议-10/15/21</blockquote></p><p> The financial markets enjoyed about $2.16T in liquidity injections resulting in a low volatility monetary environment for the S&amp;P 500 to bull market from a March 2020 low of 2191 to 4471. The impact of tapering is both real and psychological.&nbsp; However, some analysts argue that the real reduction in bond purchases will have a minimal effect on bond markets.&nbsp; Others note that while the actual withdrawal of treasury bond purchases in the $21.9T treasury market is small, the psychological aspects of tapering are significant.&nbsp; Investors will feel the Federal Reserve is not ‘covering their downside risk’ anymore.</p><p><blockquote>金融市场获得了约2.16 T美元的流动性注入，为标普500从2020年3月低点2191点至4471点的牛市带来了低波动性的货币环境。缩减购债规模的影响既是真实的，也是心理上的。然而，一些分析师认为，真正缩减购债规模对债券市场的影响微乎其微。另一些分析师指出，虽然21.9美元国债市场实际撤出的国债购买规模很小，但缩减购债规模的心理影响很大。投资者会觉得美联储不再“掩盖他们的下行风险”。</blockquote></p><p> Some economists see an increase in volatility due to the end of bond purchases and increasing interest rates. &nbsp;On Fox&nbsp;News, October 17th, Mohammed El-Erian, Chief Economic Advisor at Allianz SE, said he sees increased volatility in the future.</p><p><blockquote>一些经济学家认为，由于债券购买结束和利率上升，波动性将会增加。在福克斯新闻频道，10月17日，安联首席经济顾问Mohammed El-Erian说，他认为未来的波动性会增加。</blockquote></p><p>   <i>“I worry…that this wonderful world we’ve been living in of low volatility, everything going up, may come to a stop with higher volatility. If I were an investor, I would recognize that I’m riding a huge liquidity wave thanks to the Fed, but I would remember that waves tend to break at some point, so I would be very attentive</i>.”  <b>Inflation Surges to Decade Highs</b></p><p><blockquote><i>“我担心……我们生活在这个低波动性、一切都在上涨的美好世界，可能会随着更高的波动性而停止。如果我是一名投资者，我会认识到我正在乘着巨大的流动性浪潮感谢美联储，但我会记住波浪往往会在某个时候破裂，所以我会非常关注</i>.”<b>通胀飙升至十年高点</b></blockquote></p><p> The Consumer Price Index, CPI has moved above 5% on a year-over-year basis and it continues to rise.&nbsp; Housing rent prices are up by 17.9%, according to the Case – Shiller housing September index.&nbsp; Rent increases lead owner equivalent rent housing costs by five months based on a model by Macrobond and Nordea. This means that the 14% jump in existing home prices YoY is likely to extend into next year. &nbsp;&nbsp;Below is a chart of the CPI since 2017 and major components such as housing and gasoline.</p><p><blockquote>消费者价格指数CPI同比涨幅超过5%，并且还在继续上涨。根据Case-Shiller住房9月份指数，住房租金价格上涨了17.9%。根据Macrobond和Nordea的模型，租金使主要业主的当量租金住房成本增加了五个月。这意味着现房价格同比上涨14%可能会延续到明年。下面是2017年以来CPI以及住房和汽油等主要组成部分的图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42bb01bf2a1f52ca5608cb7d58333091\" tg-width=\"624\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: Bloomberg, Bureau of Labor Statistics – 10/13/21</p><p><blockquote>资料来源：彭博社，劳工统计局-10/13/21</blockquote></p><p> The record prices of key commodities continue to drive the price of manufactured goods higher. Oil prices settled at $85 per barrel, a three-year high on October 15th.&nbsp; Aluminum prices have increased by 40% in the last year. &nbsp;The metal price hit a 13 year high on the London Metal Exchange on October 15th&nbsp;as well.&nbsp; Copper prices surged by12% in the last week to the highest price since May 12th with a 74 year low in inventories.&nbsp; Demand for primary metals has soared due to power generation demand and the shift to green power infrastructure systems. If passed, the $1T Bipartisan Infrastructure Bill agreed upon in Congress will likely keep commodities prices high for a couple of years.</p><p><blockquote>关键大宗商品创纪录的价格继续推动制成品价格走高。油价10月15日收于每桶85美元，创三年新高。铝价最近一年上涨了40%。10月15日，伦敦金属交易所的金属价格也创下了13年来的新高。铜价上周飙升12%，至5月12日以来的最高价格，库存为74年来的最低水平。由于发电需求和向绿色电力基础设施系统的转变，对初级金属的需求飙升。如果获得通过，国会达成的1T美元两党基础设施法案可能会使大宗商品价格在几年内保持高位。</blockquote></p><p> <b>China Boosting Demand</b></p><p><blockquote><b>中国提振需求</b></blockquote></p><p></p><p> Plus, China continues to make considerable investments in manufacturing and power generation projects keeping global demand high for commodities.&nbsp; Container shipping of commodities adds to their price.&nbsp; Container shipping rates from Shanghai to Los Angeles have increased by ten times in the last year. Computer chip shortages continue with the highest delays on record in chip shipments for September and auto manufacturers have reduced production on some models by 10 – 20% reducing car inventories at dealers and supporting high new and used car prices.&nbsp; Mitigating the surge in inflation would be declining consumer sentiment and buying, plus a possible slowdown in the global economy.&nbsp; Yet, wages may continue to climb, causing businesses to respond with price increases.</p><p><blockquote>此外，中国继续在制造业和发电项目上进行大量投资，保持了全球对大宗商品的高需求。大宗商品的集装箱运输推高了大宗商品的价格。去年，从上海到洛杉矶的集装箱运费上涨了10倍。计算机芯片短缺仍在继续，9月份芯片出货出现创纪录的最高延迟，汽车制造商将一些车型的产量减少了10-20%，减少了经销商的汽车库存，支撑了新车和二手车的高价格。缓解通胀飙升的将是消费者信心和购买能力下降，加上全球经济可能放缓。然而，工资可能会继续攀升，导致企业以涨价作为回应。</blockquote></p><p> <b>Increased Wages Drive Demand Inflation</b></p><p><blockquote><b>工资上涨推动需求通胀</b></blockquote></p><p> Increases in wages will possibly sustain demand.&nbsp;&nbsp; Weekly earnings have soared to almost 10%.&nbsp; This chart shows weekly earnings back to 1983, the last time earnings increased at this high level.</p><p><blockquote>工资上涨可能会维持需求。周收入飙升至近10%。这张图表显示了1983年以来的每周收入，这是上一次收入以如此高的水平增长。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/506983ffb8ae5539d73c2b38704eaaac\" tg-width=\"504\" tg-height=\"281\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Source: Bloomberg – 10/12/21</p><p><blockquote>资料来源：彭博社–10/12/21</blockquote></p><p> Worker earnings increases continue to be driven by a labor shortage. There are 4.3M jobs left to fill since the labor force participation rate high of February 2020. Critical factors in many jobs not being filled include: 3.6M retirees not returning to the labor force, lower-wage hospitality workers into higher-paying warehouse and delivery jobs, and 2.5M workers staying at home to care for Covid-19 relatives.&nbsp; The Wall Street Journal reports on October 14th&nbsp;the labor participation rate is at 61.6% versus 63.3% in February 2020. As a result, the labor force participation rate continues to be below pre-pandemic levels.</p><p><blockquote>劳动力短缺继续推动工人收入增长。自2020年2月劳动力参与率达到高点以来，仍有430万个工作岗位需要填补。许多工作岗位没有被填补的关键因素包括：360万退休人员没有重返劳动力市场，工资较低的酒店工人进入工资较高的仓库和送货工作，以及250万工人呆在家里照顾新冠肺炎的亲戚。《华尔街日报》10月14日报道称，劳动参与率为61.6%，而2020年2月为63.3%。因此，劳动力参与率继续低于大流行前的水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f16eafc3d71caf12aa588f86a34aa92d\" tg-width=\"1024\" tg-height=\"741\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: Labor Department, The Wall Street Journal – 10/14/21</p><p><blockquote>资料来源：劳工部、华尔街日报-10/14/21</blockquote></p><p> <b>Labor Shortages Aren’t Helping</b></p><p><blockquote><b>劳动力短缺无济于事</b></blockquote></p><p> The National Federation of Independent Businesses recently reported that their&nbsp;<i>Hard Jobs to Fill i</i>ndicator shows that wages are likely to continue to soar. The following chart shows how the labor shortage is fueling a rise in wages.</p><p><blockquote>全国独立企业联合会最近报告说，他们的<i>难以填补的工作</i>指标显示工资可能会继续飙升。下图显示了劳动力短缺是如何推动工资上涨的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1dc82681ef42b51af8dc4814cb5c16c\" tg-width=\"376\" tg-height=\"393\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: NFIB, The Daily Shot 10/12/21</p><p><blockquote>资料来源：NFIB，The Daily Shot 10/12/21</blockquote></p><p> In many industries, the labor shortage is forcing employers to hire key employees away from competitors.&nbsp; Accordingly, employers report in tight markets such as software programming offering 20% hire-on bonuses.&nbsp;&nbsp; The restaurant industry’s average wage now stands above $15 per hour to attract workers in this 400% yearly worker churn sector.&nbsp; Further, recruiters report that some workers seeing a tight labor market are evaluating work-life balance choices.&nbsp; Also, drop-out workers in some cases are taking vacations, pursuing hobbies, or just taking a break.&nbsp; Remote work-from-home options will continue to create tighter labor conditions for the foreseeable future.&nbsp; A September Wall Street Journal survey of 52 economists showed that 42% expect the economy to not recover to pre-pandemic workforce levels for years to come.</p><p><blockquote>在许多行业，劳动力短缺迫使雇主从竞争对手那里雇佣关键员工。因此，雇主报告说，在软件编程等紧张的市场中，提供20%的雇佣奖金。餐饮业的平均工资现在超过每小时15美元，以吸引这个每年400%员工流失的行业的工人。此外，招聘人员报告说，一些看到劳动力市场紧张的工人正在评估工作与生活的平衡选择。此外，在某些情况下，辍学的工人正在休假，追求爱好，或者只是休息一下。在可预见的未来，远程在家工作的选择将继续造成更紧张的劳动条件。《华尔街日报》9月份对52名经济学家的调查显示，42%的人预计未来几年经济不会恢复到疫情之前的劳动力水平。</blockquote></p><p> Next, let’s look at how weaknesses in the market can provide clues on a gathering volatility storm.</p><p><blockquote>接下来，让我们看看市场的弱点如何为正在聚集的波动风暴提供线索。</blockquote></p><p> <b>Monthly, Weekly Time Frames Show Bearish Market Direction</b></p><p><blockquote><b>月度、每周时间框架显示看跌市场方向</b></blockquote></p><p> Brett Freeze, principal at&nbsp;Global Technical Analysis&nbsp;(GTA), uses a unique set of time frames matched with trend models to identify support and resistance levels. Markets behave in different ways based on different time periods and participants. For example, institutional investors tend to make long-term investments quarterly. GTA analysis reports on quarterly, monthly, weekly, and daily trends. The following chart shows ES futures contract prices are below Monthly and Weekly Trends. The model notes a one period or two-period move as below trend.&nbsp; When ES future prices make three consecutive period moves, a trend is indicated for that timeframe.</p><p><blockquote>全球技术分析(GTA)负责人Brett Freeze使用一组与趋势模型相匹配的独特时间框架来识别支撑位和阻力位。基于不同的时间段和参与者，市场以不同的方式表现。例如，机构投资者倾向于按季度进行长期投资。GTA分析报告季度、月度、每周和每日趋势。下图显示ES期货合约价格低于月度和周度趋势。该模型将一个周期或两个周期的波动记录为趋势下方。当ES期货价格连续三个周期波动时，就会显示出该时间段的趋势。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e9ba427422a47c1b726adaf06be1ee40\" tg-width=\"284\" tg-height=\"353\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Source: Brett Freeze, Global Technical Analysis – 10/15/21</p><p><blockquote>资料来源：Brett Freeze，全球技术分析–10/15/21</blockquote></p><p> Note: PQH = Previous Quarter High, PQL = Previous Quarter Low, PMH = Previous Month High, PML = Previous Month Low, PWH = Previous Weekly High, PML = Previous Weekly Low, PDH = Previous Daily High, PDL = Previous Daily Low</p><p><blockquote>注：PQH=上季度高点，PQL=上季度低点，PMH=上个月高点，PML=上个月低点，PWH=上个周高点，PML=上个周低点，PDH=上个日高点，PDL=上个日低点</blockquote></p><p> <b>Realized Volatility Is Relatively Low, Yet Implied Volatility Is Rising</b></p><p><blockquote><b>已实现波动率相对较低，但隐含波动率正在上升</b></blockquote></p><p></p><p> Realized volatility is the change in price between the daily closes of a stock, ETF, or financial instrument.&nbsp; The following chart from Lance Roberts and CNBC shows how price changes in the S&amp;P 500 have been above average but are still within a 2% daily range since the March 2020 SPX lows.</p><p><blockquote>已实现波动性是股票、ETF或金融工具每日收盘之间的价格变化。Lance Roberts和美国消费者新闻与商业频道的下图显示了自2020年3月SPX低点以来，标普500的价格变化一直高于平均水平，但仍在2%的每日范围内。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ace2a9235ff5f0e88cd9eebaeee2f0d4\" tg-width=\"340\" tg-height=\"202\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Source: Real Investment Advice – 10/6/21</p><p><blockquote>资料来源：Real Investment Advice–10/6/21</blockquote></p><p> Realized volatility shows how market participants are actually driving market price swings by direct trading.&nbsp; The limited movement of realized volatility obscures the impact of implied volatility of markets.</p><p><blockquote>已实现波动率显示了市场参与者如何通过直接交易实际推动市场价格波动。已实现波动率的有限变动掩盖了市场隐含波动率的影响。</blockquote></p><p> <b>Implied Volatility</b></p><p><blockquote><b>隐含波动率</b></blockquote></p><p> Implied volatility is the range of prices based on speculation of where a price may be for underlying security or index at a specific date. Overall implied volatility has been climbing the past few years.&nbsp; The Volatility Index (VIX) is an indicator of implied volatility. The Chicago Board Options Exchange developed the VIX as a real-time index representing market expectations for the relative strength of near-term price changes of the S&amp;P 500 index (SPX). It is calculated based on the ratio of puts (an option to sell underlying security) to calls (an option to buy underlying security) for near-term (30 days or less) options contracts.</p><p><blockquote>隐含波动率是基于对特定日期标的证券或指数价格的推测而得出的价格范围。过去几年，整体隐含波动率一直在攀升。波动率指数（VIX）是隐含波动率的指标。芝加哥期权交易所开发了VIX作为一个实时指数，代表市场对标普500指数（SPX）近期价格变化相对强度的预期。它是根据近期（30天或更短时间）期权合约的看跌期权（出售标的证券的期权）与评级（购买标的证券的期权）的比率计算的。</blockquote></p><p> <b>VIX – Bullish or Bearish?</b></p><p><blockquote><b>VIX–看涨还是看跌？</b></blockquote></p><p> The lower the VIX index and the more calls to puts is considered bullish.&nbsp; Conversely, the more puts to calls driving and higher VIX is deemed to be bearish.&nbsp; The VIX uses put and call options set at specific strike price levels that traders speculate the SPX maybe, not the actual SPX index value. The VIX is one gauge of market sentiment on the direction of prices for the SPX.&nbsp; Over the past several years, the baseline VIX has been climbing as the SPX has rallied. &nbsp;Higher lows indicate growing anxiety about high valuations.&nbsp; The following monthly chart shows the VIX levels since 2014 with higher lows (red arrow) as it spikes at market lows like March 2020.</p><p><blockquote>VIX指数越低，看跌期权的评级越多，被认为是看涨的。相反，评级驱动的看跌期权越多，VIX越高，被认为是看跌的。VIX使用看跌期权和看涨期权期权，这些期权设置在交易者推测SPX的特定执行价格水平，而不是实际的SPX指数值。VIX是衡量SPX价格方向的市场情绪的一个指标。在过去的几年里，随着SPX的上涨，基准VIX一直在攀升。更高的低点表明对高估值的焦虑越来越大。下面的月度图表显示了自2014年以来的VIX水平，随着它在2020年3月等市场低点飙升，低点更高（红色箭头）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/98c0f760446a7141e4d4657f24c5fa84\" tg-width=\"1024\" tg-height=\"637\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Source: Patrick Hill – 10/16/21</p><p><blockquote>资料来源：帕特里克·希尔–10/16/21</blockquote></p><p> The VIX reached a low of 9.51 in 2017 and today stands at 16.30 on October 15th as a rally continues<i>. &nbsp;The VIX reached a high of 53.54 at the SPX March 2020 decline. It would seem with higher lows that a higher spike is possible. Daily options market volume as of September is higher than the volume of underlying stocks. This means that</i><i><u>speculation on where the SPX level will be</u></i><i>&nbsp;is overtaking market flows.</i></p><p><blockquote>VIX在2017年触及9.51的低点，随着反弹的继续，今天于10月15日触及16.30<i>VIX在SPX 2020年3月下跌时达到53.54的高点。似乎低点越高，峰值就越高。截至9月份，每日期权市场成交量高于标的股票成交量。这意味着</i><i><u>对SPX水平的猜测</u></i><i>正在超越市场流量。</i></blockquote></p><p> <b>Options Levels Point to A Volatility Storm Zone – Below 4400</b></p><p><blockquote><b>期权水平指向波动风暴区——低于4400点</b></blockquote></p><p> Options analysts note last week’s bounce in S&amp;P 500 Index is likely due to traders selling put options at monthly expiration, which crushed implied volatility.&nbsp; The VIX indicator fell to 16.80 from 20. Dealers began setting up ‘short volatility positions and buying calls supporting the rise in market prices. SPX levels of open interest in puts and calls identify where there may be support or resistance to prices.</p><p><blockquote>期权分析师指出，上周标普500指数的反弹可能是由于交易员在每月到期时出售看跌期权，这压低了隐含波动率。VIX指标从20跌至16.80。交易商开始建立波动性空头头寸，买入支撑市场价格上涨的评级。SPX看跌期权和评级的未平仓合约水平确定了价格可能存在支撑或阻力的位置。</blockquote></p><p> The following chart shows a gamma pivot point at 4400.&nbsp; Gamma is the rate of change of the delta or sensitivity of the option price to a $1 change in the underlying stock price.&nbsp; It measures the rate at which dealers must adjust their hedged positions. Positive gamma is above 4400, where there are more calls than puts and traders are net-long options.&nbsp; As a stock price goes up, the dealer sells the stock and buys it as it goes down.&nbsp; Dealers dampen price changes in a positive gamma environment.</p><p><blockquote>下图显示了4400的伽马支点。伽马是delta的变化率或期权价格对标的股票价格1美元变化的敏感度。它衡量交易商必须调整其对冲头寸的速度。正伽马高于4400，这里的评级多于看跌期权，交易者是净多头期权。当股价上涨时，交易商卖出股票，当股价下跌时买入。交易商在正伽马环境中抑制价格变化。</blockquote></p><p> Conversely, when a dealer is net short options, they must hedge by selling the stock as it goes down and buying the stock as price rises triggering increased volatility.&nbsp; Today, 4400 is the pivot point between positive and negative gamma. Below 4300, we added a Volatility Zone where a volatility storm may build. The chart shows total open interest with puts below the zero line and calls above, with current expiration darkly shaded.</p><p><blockquote>相反，当交易者是净空头期权时，他们必须通过在股票下跌时卖出股票，在价格上涨引发波动性增加时买入股票来对冲。今天，4400是正负伽马之间的支点。在4300点以下，我们增加了一个波动区，在那里可能会形成波动风暴。图表显示了未平仓合约总数，看跌期权低于零线，评级高于零线，当前到期日为深色阴影。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/be725e07c06556189d424b4731d9f66c\" tg-width=\"731\" tg-height=\"481\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Sources: SpotGamma.com and Patrick Hill – 10/15/21</p><p><blockquote>资料来源：SpotGamma.com和Patrick Hill–10/15/21</blockquote></p><p> <b>Watch out Below 4400</b></p><p><blockquote><b>4400以下留意</b></blockquote></p><p> Brent Kochuba, a co-founder of SpotGamma, notes likely increased volatility below 4400<i>,</i></p><p><blockquote>SpotGamma联合创始人Brent Kochuba指出，低于4400点波动性可能会增加<i>,</i></blockquote></p><p>   <i>”&nbsp;We currently see fairly light put positions below 4400.&nbsp;This implies that traders may need to purchase put options on a break of 4400, which could in turn force options dealers to short futures. This could lead to dealers shorting into a down market,&nbsp;which increases volatility.”</i>  We have located where the volatility storm may develop. But, what factors might trigger a storm?</p><p><blockquote><i>“我们目前看到低于4400点的看跌头寸相当清淡。这意味着交易者可能需要在突破4400点时买入看跌期权，这反过来可能迫使期权交易商做空期货。这可能会导致交易商在下跌的市场中做空，从而增加波动性。”</i>我们已经找到了波动风暴可能发展的地方。但是，什么因素可能会引发风暴呢？</blockquote></p><p> <b>Factors Triggering a Volatility Storm</b></p><p><blockquote><b>引发波动风暴的因素</b></blockquote></p><p></p><p> The critical triggering events will be Federal Reserve tapering and interest rate increases planned for 2022.&nbsp; The financial markets depend on high levels of liquidity, so any reduction in liquidity could act as a catalyst for a volatility storm.&nbsp; Other factors that may magnify a liquidity crunch include:</p><p><blockquote>关键的触发事件将是美联储缩减规模和计划于2022年加息。金融市场依赖于高水平的流动性，因此流动性的任何减少都可能成为波动风暴的催化剂。其他可能放大流动性紧缩的因素包括：</blockquote></p><p> <ol>  <li>The debt ceiling not being raised in December</p><p><blockquote><ol><li>12月债务上限不会提高</li></ol></blockquote></p><p></li>  <li>Options hedgers overreach and can’t cover margin positions, triggering forced selling</p><p><blockquote><li>期权套期保值者过度扩张，无法弥补保证金头寸，引发强制抛售</li></blockquote></p><p></li>  <li>Inflation roaring further ahead beyond the Fed’s ability to control it, so the market loses confidence in the Fed</p><p><blockquote><li>通胀进一步飙升，超出了美联储的控制能力，因此市场对美联储失去了信心</li></blockquote></p><p></li>  <li>The Fed raises interest rates higher and faster than the market expects</p><p><blockquote><li>美联储加息幅度比市场预期更高、更快</li></blockquote></p><p></li>  <li>Consumers quit spending, causing retail sales to drop, corporations sales fall, and stock buybacks end that were sustaining high market valuations</p><p><blockquote><li>消费者停止消费，导致零售额下降，企业销售额下降，维持高市场估值的股票回购结束</li></blockquote></p><p></li>  <li>The economy goes into a recession as GDP drops, employment falls, and corporate valuations fall</p><p><blockquote><li>随着GDP下降、就业下降和企业估值下降，经济陷入衰退</li></blockquote></p><p></li>  <li>Any black swan event like the pandemic</p><p><blockquote><li>任何像大流行这样的黑天鹅事件</li></blockquote></p><p></li> </ol> Any volatility storm as markets decline is likely to force analysts to shift from valuing stocks based on market speculation to actual GAAP earnings (not stock buyback inflated EPS), fundamentals, and related unused valuation tools.&nbsp; The TINA – ‘there is no alternative’ trading phenomenon would be over.&nbsp;&nbsp;<i>Investors will need to be mindful of the extreme volatility posed by a volatility storm. Accordingly, wild rallies and steep falls will require portfolio managers to sharpen their hedging and volatility strategies to maintain portfolio value</i>.</p><p><blockquote>随着市场下跌，任何波动性风暴都可能迫使分析师从基于市场投机的股票估值转向实际GAAP收益（而不是股票回购膨胀的每股收益）、基本面和相关未使用的估值工具。TINA——“别无选择”的交易现象将会结束。<i>投资者需要注意波动风暴带来的极端波动。因此，疯狂的上涨和急剧的下跌将要求投资组合经理加强他们的对冲和波动策略，以维持投资组合的价值</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/volatility-storm-coming\">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":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/volatility-storm-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199242962","content_text":"“\n Volatility often refers to the amount of uncertainty or risk related to the size of changes in a security’s value. A higher volatility means that a security’s value can potentially be spread out over a larger range of values. This means that the price of the security can change dramatically over a short time period in either direction.”– Investopedia\n\nFederal Reserve Bond Tapering & Interest Rate Hikes Reduce Liquidity\nFederal Reserve liquidity injections have bailed out the economy and equity markets for the last 18 months. And as a result, the bailout created a relatively low volatility environment for equity and bond markets.  Will the announced withdrawal of Fed injections of $120B per month set up the monetary system for higher volatility?  We see major economic forces combining in the intermediate future to create a possible ‘volatility storm’ driving valuations down. These economic forces include:\n\nFed tapering\nInterest rate hikes\nInflation\nLabor wage increases.\n\nOne of these macro factors is a challenge for monetary policymakers to mitigate damage to the financial system.  But, a combination of these factors already building may overwhelm the monetary system. Further, markets are at historic high valuations today. But, market weaknesses and structure, along with valuations may create optimal conditions for a volatility storm.\nTaper Is Coming\nIn September, the minutes of the September Federal Open Market Committee meeting noted that most participants agreed that tapering of treasury and mortgage bond purchases should begin in December, but analysts expect a formal announcement at the November Fed meeting.  Accordingly, here is a forecast of how the projected tapering may occur into mid – June 2022.\n\nSources: Zero Hedge, Real Investment Advice – 10/15/21\nThe financial markets enjoyed about $2.16T in liquidity injections resulting in a low volatility monetary environment for the S&P 500 to bull market from a March 2020 low of 2191 to 4471. The impact of tapering is both real and psychological.  However, some analysts argue that the real reduction in bond purchases will have a minimal effect on bond markets.  Others note that while the actual withdrawal of treasury bond purchases in the $21.9T treasury market is small, the psychological aspects of tapering are significant.  Investors will feel the Federal Reserve is not ‘covering their downside risk’ anymore.\nSome economists see an increase in volatility due to the end of bond purchases and increasing interest rates.  On Fox News, October 17th, Mohammed El-Erian, Chief Economic Advisor at Allianz SE, said he sees increased volatility in the future.\n\n“I worry…that this wonderful world we’ve been living in of low volatility, everything going up, may come to a stop with higher volatility. If I were an investor, I would recognize that I’m riding a huge liquidity wave thanks to the Fed, but I would remember that waves tend to break at some point, so I would be very attentive.”\n\nInflation Surges to Decade Highs\nThe Consumer Price Index, CPI has moved above 5% on a year-over-year basis and it continues to rise.  Housing rent prices are up by 17.9%, according to the Case – Shiller housing September index.  Rent increases lead owner equivalent rent housing costs by five months based on a model by Macrobond and Nordea. This means that the 14% jump in existing home prices YoY is likely to extend into next year.   Below is a chart of the CPI since 2017 and major components such as housing and gasoline.\n\nSources: Bloomberg, Bureau of Labor Statistics – 10/13/21\nThe record prices of key commodities continue to drive the price of manufactured goods higher. Oil prices settled at $85 per barrel, a three-year high on October 15th.  Aluminum prices have increased by 40% in the last year.  The metal price hit a 13 year high on the London Metal Exchange on October 15th as well.  Copper prices surged by12% in the last week to the highest price since May 12th with a 74 year low in inventories.  Demand for primary metals has soared due to power generation demand and the shift to green power infrastructure systems. If passed, the $1T Bipartisan Infrastructure Bill agreed upon in Congress will likely keep commodities prices high for a couple of years.\nChina Boosting Demand\nPlus, China continues to make considerable investments in manufacturing and power generation projects keeping global demand high for commodities.  Container shipping of commodities adds to their price.  Container shipping rates from Shanghai to Los Angeles have increased by ten times in the last year. Computer chip shortages continue with the highest delays on record in chip shipments for September and auto manufacturers have reduced production on some models by 10 – 20% reducing car inventories at dealers and supporting high new and used car prices.  Mitigating the surge in inflation would be declining consumer sentiment and buying, plus a possible slowdown in the global economy.  Yet, wages may continue to climb, causing businesses to respond with price increases.\nIncreased Wages Drive Demand Inflation\nIncreases in wages will possibly sustain demand.   Weekly earnings have soared to almost 10%.  This chart shows weekly earnings back to 1983, the last time earnings increased at this high level.\n\nSource: Bloomberg – 10/12/21\nWorker earnings increases continue to be driven by a labor shortage. There are 4.3M jobs left to fill since the labor force participation rate high of February 2020. Critical factors in many jobs not being filled include: 3.6M retirees not returning to the labor force, lower-wage hospitality workers into higher-paying warehouse and delivery jobs, and 2.5M workers staying at home to care for Covid-19 relatives.  The Wall Street Journal reports on October 14th the labor participation rate is at 61.6% versus 63.3% in February 2020. As a result, the labor force participation rate continues to be below pre-pandemic levels.\n\nSources: Labor Department, The Wall Street Journal – 10/14/21\nLabor Shortages Aren’t Helping\nThe National Federation of Independent Businesses recently reported that their Hard Jobs to Fill indicator shows that wages are likely to continue to soar. The following chart shows how the labor shortage is fueling a rise in wages.\n\nSources: NFIB, The Daily Shot 10/12/21\nIn many industries, the labor shortage is forcing employers to hire key employees away from competitors.  Accordingly, employers report in tight markets such as software programming offering 20% hire-on bonuses.   The restaurant industry’s average wage now stands above $15 per hour to attract workers in this 400% yearly worker churn sector.  Further, recruiters report that some workers seeing a tight labor market are evaluating work-life balance choices.  Also, drop-out workers in some cases are taking vacations, pursuing hobbies, or just taking a break.  Remote work-from-home options will continue to create tighter labor conditions for the foreseeable future.  A September Wall Street Journal survey of 52 economists showed that 42% expect the economy to not recover to pre-pandemic workforce levels for years to come.\nNext, let’s look at how weaknesses in the market can provide clues on a gathering volatility storm.\nMonthly, Weekly Time Frames Show Bearish Market Direction\nBrett Freeze, principal at Global Technical Analysis (GTA), uses a unique set of time frames matched with trend models to identify support and resistance levels. Markets behave in different ways based on different time periods and participants. For example, institutional investors tend to make long-term investments quarterly. GTA analysis reports on quarterly, monthly, weekly, and daily trends. The following chart shows ES futures contract prices are below Monthly and Weekly Trends. The model notes a one period or two-period move as below trend.  When ES future prices make three consecutive period moves, a trend is indicated for that timeframe.\n\nSource: Brett Freeze, Global Technical Analysis – 10/15/21\nNote: PQH = Previous Quarter High, PQL = Previous Quarter Low, PMH = Previous Month High, PML = Previous Month Low, PWH = Previous Weekly High, PML = Previous Weekly Low, PDH = Previous Daily High, PDL = Previous Daily Low\nRealized Volatility Is Relatively Low, Yet Implied Volatility Is Rising\nRealized volatility is the change in price between the daily closes of a stock, ETF, or financial instrument.  The following chart from Lance Roberts and CNBC shows how price changes in the S&P 500 have been above average but are still within a 2% daily range since the March 2020 SPX lows.\n\nSource: Real Investment Advice – 10/6/21\nRealized volatility shows how market participants are actually driving market price swings by direct trading.  The limited movement of realized volatility obscures the impact of implied volatility of markets.\nImplied Volatility\nImplied volatility is the range of prices based on speculation of where a price may be for underlying security or index at a specific date. Overall implied volatility has been climbing the past few years.  The Volatility Index (VIX) is an indicator of implied volatility. The Chicago Board Options Exchange developed the VIX as a real-time index representing market expectations for the relative strength of near-term price changes of the S&P 500 index (SPX). It is calculated based on the ratio of puts (an option to sell underlying security) to calls (an option to buy underlying security) for near-term (30 days or less) options contracts.\nVIX – Bullish or Bearish?\nThe lower the VIX index and the more calls to puts is considered bullish.  Conversely, the more puts to calls driving and higher VIX is deemed to be bearish.  The VIX uses put and call options set at specific strike price levels that traders speculate the SPX maybe, not the actual SPX index value. The VIX is one gauge of market sentiment on the direction of prices for the SPX.  Over the past several years, the baseline VIX has been climbing as the SPX has rallied.  Higher lows indicate growing anxiety about high valuations.  The following monthly chart shows the VIX levels since 2014 with higher lows (red arrow) as it spikes at market lows like March 2020.\n\nSource: Patrick Hill – 10/16/21\nThe VIX reached a low of 9.51 in 2017 and today stands at 16.30 on October 15th as a rally continues.  The VIX reached a high of 53.54 at the SPX March 2020 decline. It would seem with higher lows that a higher spike is possible. Daily options market volume as of September is higher than the volume of underlying stocks. This means thatspeculation on where the SPX level will be is overtaking market flows.\nOptions Levels Point to A Volatility Storm Zone – Below 4400\nOptions analysts note last week’s bounce in S&P 500 Index is likely due to traders selling put options at monthly expiration, which crushed implied volatility.  The VIX indicator fell to 16.80 from 20. Dealers began setting up ‘short volatility positions and buying calls supporting the rise in market prices. SPX levels of open interest in puts and calls identify where there may be support or resistance to prices.\nThe following chart shows a gamma pivot point at 4400.  Gamma is the rate of change of the delta or sensitivity of the option price to a $1 change in the underlying stock price.  It measures the rate at which dealers must adjust their hedged positions. Positive gamma is above 4400, where there are more calls than puts and traders are net-long options.  As a stock price goes up, the dealer sells the stock and buys it as it goes down.  Dealers dampen price changes in a positive gamma environment.\nConversely, when a dealer is net short options, they must hedge by selling the stock as it goes down and buying the stock as price rises triggering increased volatility.  Today, 4400 is the pivot point between positive and negative gamma. Below 4300, we added a Volatility Zone where a volatility storm may build. The chart shows total open interest with puts below the zero line and calls above, with current expiration darkly shaded.\n\nSources: SpotGamma.com and Patrick Hill – 10/15/21\nWatch out Below 4400\nBrent Kochuba, a co-founder of SpotGamma, notes likely increased volatility below 4400,\n\n” We currently see fairly light put positions below 4400. This implies that traders may need to purchase put options on a break of 4400, which could in turn force options dealers to short futures. This could lead to dealers shorting into a down market, which increases volatility.”\n\nWe have located where the volatility storm may develop. But, what factors might trigger a storm?\nFactors Triggering a Volatility Storm\nThe critical triggering events will be Federal Reserve tapering and interest rate increases planned for 2022.  The financial markets depend on high levels of liquidity, so any reduction in liquidity could act as a catalyst for a volatility storm.  Other factors that may magnify a liquidity crunch include:\n\nThe debt ceiling not being raised in December\nOptions hedgers overreach and can’t cover margin positions, triggering forced selling\nInflation roaring further ahead beyond the Fed’s ability to control it, so the market loses confidence in the Fed\nThe Fed raises interest rates higher and faster than the market expects\nConsumers quit spending, causing retail sales to drop, corporations sales fall, and stock buybacks end that were sustaining high market valuations\nThe economy goes into a recession as GDP drops, employment falls, and corporate valuations fall\nAny black swan event like the pandemic\n\nAny volatility storm as markets decline is likely to force analysts to shift from valuing stocks based on market speculation to actual GAAP earnings (not stock buyback inflated EPS), fundamentals, and related unused valuation tools.  The TINA – ‘there is no alternative’ trading phenomenon would be over.  Investors will need to be mindful of the extreme volatility posed by a volatility storm. Accordingly, wild rallies and steep falls will require portfolio managers to sharpen their hedging and volatility strategies to maintain portfolio value.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821366772,"gmtCreate":1633700000468,"gmtModify":1633700000791,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"CANCEL TAPERING NOW. THE BULL LIVES FOREVER","listText":"CANCEL TAPERING NOW. THE BULL LIVES FOREVER","text":"CANCEL TAPERING NOW. THE BULL LIVES FOREVER","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821366772","repostId":"1183441822","repostType":4,"repost":{"id":"1183441822","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":1633699900,"share":"https://www.laohu8.com/m/news/1183441822?lang=zh_CN&edition=full","pubTime":"2021-10-08 21:31","market":"us","language":"en","title":"U.S. stocks edged higher Friday<blockquote>美国股市周五小幅走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183441822","media":"Tiger Newspress","summary":"(Oct 8) Stock market opens slightly higher as September jobs report comes in lighter than expected.\n","content":"<p>(Oct 8)&nbsp;Stock market opens slightly higher as September jobs report comes in lighter than expected.</p><p><blockquote>（10月8日）9月份就业报告弱于预期，股市小幅高开。</blockquote></p><p> Dow gains 0.1%; S&amp;P 500 rises 0.2%,&nbsp;Nasdaq Composite advances 0.3% early Friday.</p><p><blockquote>道指上涨0.1%；周五早盘，标普500上涨0.2%，纳斯达克综合指数上涨0.3%。</blockquote></p><p> China tech names mixed&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>中国科技股早盘涨跌互现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/40625180925bb30a021e88a6d3107dfe\" tg-width=\"343\" tg-height=\"839\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Camber Energy surged 30%&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>Camber Energy早盘大涨30%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ca3cb2fa5905e41409b20eddef6b63b3\" tg-width=\"1189\" tg-height=\"562\" referrerpolicy=\"no-referrer\">The yield on the benchmark 10-year Treasury note climbed above 1.6% before the jobs report was out, for the first time since June. It then edged down to 1.58% in recent trading.</p><p><blockquote>在就业报告发布之前，基准10年期国债收益率自6月份以来首次攀升至1.6%以上。随后在最近的交易中小幅下跌至1.58%。</blockquote></p><p> The U.S. added 194,000 jobs in September,data showed Friday, substantially less than expected and down from August. Economists had forecast a gain of 500,000 jobs. The end of federal Covid-related jobless benefits and reopened schools drove some workers back into the labor force, but the Delta variant and persistent staffing shortages are restraining the recovery.</p><p><blockquote>周五数据显示，美国9月份新增就业岗位19.4万个，大幅低于预期，也低于8月份。经济学家此前预测将增加50万个工作岗位。与新冠疫情相关的联邦失业救济金的结束和学校的重新开放促使一些工人重返劳动力市场，但德尔塔变异毒株和持续的人员短缺正在限制复苏。</blockquote></p><p> “I was surprised at how bad the miss was,” said Shana Sissel, chief investment officer at Spotlight Asset Group.</p><p><blockquote>Spotlight Asset Group首席投资官Shana Sissel表示：“我对这次失误的严重程度感到惊讶。”</blockquote></p><p> The Federal Reserve has said the labor market’s recovery is the key variable driving monetary policy and investors are watching closely to see if Friday’s report could affect plans to taper stimulus.</p><p><blockquote>美联储曾表示，劳动力市场的复苏是推动货币政策的关键变量，投资者正在密切关注周五的报告是否会影响缩减刺激计划。</blockquote></p><p> Volatility returned to markets in recent days, with the S&amp;P 500 swinging at least 1% for three out of four days this week. Investors have been focused on surging energy prices, concerns about inflation and negotiations on the debt ceiling. Lawmakers struck a deal for ashort-term extension to the debt limitin the Senate on Thursday, stoking a rally in the stock market.</p><p><blockquote>最近几天，市场再次出现波动，本周四天中有三天标普500波动至少1%。投资者一直关注能源价格飙升、通胀担忧和债务上限谈判。周四，立法者在参议院达成了短期延长债务限额的协议，引发股市上涨。</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>U.S. stocks edged higher Friday<blockquote>美国股市周五小幅走高</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\">\nU.S. stocks edged higher Friday<blockquote>美国股市周五小幅走高</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\">2021-10-08 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Oct 8)&nbsp;Stock market opens slightly higher as September jobs report comes in lighter than expected.</p><p><blockquote>（10月8日）9月份就业报告弱于预期，股市小幅高开。</blockquote></p><p> Dow gains 0.1%; S&amp;P 500 rises 0.2%,&nbsp;Nasdaq Composite advances 0.3% early Friday.</p><p><blockquote>道指上涨0.1%；周五早盘，标普500上涨0.2%，纳斯达克综合指数上涨0.3%。</blockquote></p><p> China tech names mixed&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>中国科技股早盘涨跌互现。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/40625180925bb30a021e88a6d3107dfe\" tg-width=\"343\" tg-height=\"839\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Camber Energy surged 30%&nbsp;in&nbsp;early&nbsp;trading.</p><p><blockquote>Camber Energy早盘大涨30%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ca3cb2fa5905e41409b20eddef6b63b3\" tg-width=\"1189\" tg-height=\"562\" referrerpolicy=\"no-referrer\">The yield on the benchmark 10-year Treasury note climbed above 1.6% before the jobs report was out, for the first time since June. It then edged down to 1.58% in recent trading.</p><p><blockquote>在就业报告发布之前，基准10年期国债收益率自6月份以来首次攀升至1.6%以上。随后在最近的交易中小幅下跌至1.58%。</blockquote></p><p> The U.S. added 194,000 jobs in September,data showed Friday, substantially less than expected and down from August. Economists had forecast a gain of 500,000 jobs. The end of federal Covid-related jobless benefits and reopened schools drove some workers back into the labor force, but the Delta variant and persistent staffing shortages are restraining the recovery.</p><p><blockquote>周五数据显示，美国9月份新增就业岗位19.4万个，大幅低于预期，也低于8月份。经济学家此前预测将增加50万个工作岗位。与新冠疫情相关的联邦失业救济金的结束和学校的重新开放促使一些工人重返劳动力市场，但德尔塔变异毒株和持续的人员短缺正在限制复苏。</blockquote></p><p> “I was surprised at how bad the miss was,” said Shana Sissel, chief investment officer at Spotlight Asset Group.</p><p><blockquote>Spotlight Asset Group首席投资官Shana Sissel表示：“我对这次失误的严重程度感到惊讶。”</blockquote></p><p> The Federal Reserve has said the labor market’s recovery is the key variable driving monetary policy and investors are watching closely to see if Friday’s report could affect plans to taper stimulus.</p><p><blockquote>美联储曾表示，劳动力市场的复苏是推动货币政策的关键变量，投资者正在密切关注周五的报告是否会影响缩减刺激计划。</blockquote></p><p> Volatility returned to markets in recent days, with the S&amp;P 500 swinging at least 1% for three out of four days this week. Investors have been focused on surging energy prices, concerns about inflation and negotiations on the debt ceiling. Lawmakers struck a deal for ashort-term extension to the debt limitin the Senate on Thursday, stoking a rally in the stock market.</p><p><blockquote>最近几天，市场再次出现波动，本周四天中有三天标普500波动至少1%。投资者一直关注能源价格飙升、通胀担忧和债务上限谈判。周四，立法者在参议院达成了短期延长债务限额的协议，引发股市上涨。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183441822","content_text":"(Oct 8) Stock market opens slightly higher as September jobs report comes in lighter than expected.\nDow gains 0.1%; S&P 500 rises 0.2%, Nasdaq Composite advances 0.3% early Friday.\nChina tech names mixed in early trading.\n\nCamber Energy surged 30% in early trading.\nThe yield on the benchmark 10-year Treasury note climbed above 1.6% before the jobs report was out, for the first time since June. It then edged down to 1.58% in recent trading.\nThe U.S. added 194,000 jobs in September,data showed Friday, substantially less than expected and down from August. Economists had forecast a gain of 500,000 jobs. The end of federal Covid-related jobless benefits and reopened schools drove some workers back into the labor force, but the Delta variant and persistent staffing shortages are restraining the recovery.\n“I was surprised at how bad the miss was,” said Shana Sissel, chief investment officer at Spotlight Asset Group.\nThe Federal Reserve has said the labor market’s recovery is the key variable driving monetary policy and investors are watching closely to see if Friday’s report could affect plans to taper stimulus.\nVolatility returned to markets in recent days, with the S&P 500 swinging at least 1% for three out of four days this week. Investors have been focused on surging energy prices, concerns about inflation and negotiations on the debt ceiling. Lawmakers struck a deal for ashort-term extension to the debt limitin the Senate on Thursday, stoking a rally in the stock market.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147828813,"gmtCreate":1626351516032,"gmtModify":1633927632418,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"BUY N RETIRE NXT YEAR","listText":"BUY N RETIRE NXT YEAR","text":"BUY N RETIRE NXT YEAR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147828813","repostId":"1186532032","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160957136,"gmtCreate":1623770469125,"gmtModify":1634028531451,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Michael🤫 dun be salty.&nbsp;","listText":"Michael🤫 dun be salty.&nbsp;","text":"Michael🤫 dun be salty.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/160957136","repostId":"1147269544","repostType":4,"repost":{"id":"1147269544","kind":"news","pubTimestamp":1623770166,"share":"https://www.laohu8.com/m/news/1147269544?lang=zh_CN&edition=full","pubTime":"2021-06-15 23:16","market":"us","language":"en","title":"Michael \"Big Short\" Burry: This Is The Greatest Bubble Of All Time In All Things \"By Two Orders Of Magnitude\"<blockquote>“大空头”迈克尔·伯里：这是有史以来最大的泡沫，“高出两个数量级”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147269544","media":"zerohedge","summary":"Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he p","content":"<p>Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he picked up on the theme of Weimar Germany and specifically its<b>hyperinflation, as the blueprint for what comes next</b>in a lengthy tweetstorm cribbing generously fromParsson's seminal work, warning that<b>:</b></p><p><blockquote>今年早些时候，“大空头”迈克尔·伯里证实了美国银行最大的担忧，因为他谈到了魏玛德国的主题，特别是其<b>恶性通货膨胀，作为下一步的蓝图</b>在一篇冗长的推特风暴中，大量抄袭了帕森的开创性工作，警告说<b>：</b></blockquote></p><p> <b>\"The US government is inviting inflation with its MMT-tinged policies. Brisk Debt/GDP, M2 increases while retail sales, PMI stage V recovery</b>. Trillions more stimulus &amp; re-opening to boost demand as employee and supply chain costs skyrocket.\"</p><p><blockquote><b>“美国政府正在以其带有MMT色彩的政策引发通胀。强劲的债务/GDP、M2增加，而零售销售、PMI第五阶段复苏</b>随着员工和供应链成本飙升，数万亿美元的刺激措施和重新开放以提振需求。”</blockquote></p><p> #ParadigmShift</p><p><blockquote>#范式转变</blockquote></p><p> \"The life of the inflation in its ripening stage was a paradox which had its own unmistakable characteristics. One was the great wealth, at least of those favored by the boom..Many great fortunes sprang up overnight...The cities, had an aimless and wanton youth\"</p><p><blockquote>“通货膨胀在成熟阶段的生活是一个悖论，它有自己明确无误的特征。一个是巨大的财富，至少是那些被繁荣所青睐的人。许多巨大的财富在一夜之间涌现出来……城市里有一群漫无目的、肆无忌惮的年轻人。”</blockquote></p><p> \"Prices in Germany were steady, and both business and the stock market were booming. The exchange rate of the mark against the dollar and other currencies actually rose for a time, and the mark was momentarily the strongest currency in the world\" on inflation's eve.</p><p><blockquote>“德国物价平稳，商业和股市都很繁荣。马克对美元和其他货币的汇率实际上一度上升，马克在通货膨胀前夕一时成为世界上最坚挺的货币”。</blockquote></p><p> <b>\"Side by side with the wealth were the pockets of poverty. Greater numbers of people remained on the outside of the easy money, looking in but not able to enter. The crime rate soared.\"</b></p><p><blockquote><b>“与财富并存的是贫困地区。更多的人留在轻松赚钱的外围，看进去却进不去。犯罪率飙升。”</b></blockquote></p><p> <b>\"Accounts of the time tell of a progressive demoralization which crept over the common people, compounded of their weariness with the breakneck pace, to no visible purpose, and their fears from watching their own precarious positions slip while others grew so conspicuously rich.\"</b></p><p><blockquote><b>“当时的记录表明，普通人的士气逐渐低落，加上他们对无明显目的的极快节奏感到厌倦，他们害怕看到自己岌岌可危的地位下滑，而其他人却变得如此明显地富有。”</b></blockquote></p><p> \"Almost any kind of business could make money. Business failures and bankruptcies became few. The boom suspended the normal processes of natural selection by which the nonessential and ineffective otherwise would have been culled out.\"</p><p><blockquote>“几乎任何一种企业都能赚钱。企业失败和破产的情况变得很少了。繁荣中止了正常的自然选择过程，否则不必要和无效的东西就会被剔除。”</blockquote></p><p> <b>\"Speculation alone, while adding nothing to Germany's wealth, became one of its largest activities. The fever to join in turning a quick mark infected nearly all classes..Everyone from the elevator operator up was playing the market.\"</b></p><p><blockquote><b>“单是投机，虽然没有增加德国的财富，但却成了德国最大的活动之一。加入快速赚钱的热潮几乎感染了所有阶层……从电梯操作员到现在，每个人都在玩市场。”</b></blockquote></p><p> \"The volumes of turnover in securities on the Berlin Bourse became so high that the financial industry could not keep up with the paperwork...and the Bourse was obliged to close several days a week to work off the backlog\" #<i>robinhooddown</i></p><p><blockquote>“柏林证券交易所的证券交易量变得如此之高，以至于金融业无法跟上文书工作的步伐……交易所不得不每周关闭几天来处理积压的交易。”#<i>罗宾汉</i></blockquote></p><p> \"all the marks that existed in the world in the summer of 1922 were not worth enough, by November of 1923, to buy a single&nbsp; newspaper or a tram ticket. That was the spectacular part of the collapse, but most of the real loss in money wealth had been suffered much earlier.\"</p><p><blockquote>“1922年夏天世界上存在的所有马克，到1923年11月还不够买一份报纸或一张电车车票。这是崩溃的壮观之处，但货币财富的大部分真正损失在更早的时候就已经遭受了。”</blockquote></p><p> \"Throughout these years the structure was quietly building itself up for the blow.<b>Germany's #inflationcycle ran not for a year but for nine years, representing eight years of gestation and only one year of #collapse.\"</b></p><p><blockquote>“这些年来，这个结构一直在悄悄地为打击做好准备。<b>德国的#通货膨胀周期不是一年，而是九年，其中八年是酝酿，只有一年是崩溃。”</b></blockquote></p><p> His punchline: the above was \"written in 1974 re: 1914-1923\" and then makes the ominous extrapolation that \"<b>2010-2021: Gestation</b>\" adding that \"when dollars might as well be falling from the sky...management teams get creative and ultimately take more risk.. paying out debt-financed dividends to investors or investing in risky growth opportunities has beaten a frugal mentality hands down.\"</p><p><blockquote>他的笑点：以上是“写于1974年re：1914-1923”，然后做出不祥的推断“<b>2010-2021年：妊娠</b>“当美元可能从天而降时...管理团队变得富有创造力，最终承担更多风险..向投资者支付债务融资股息或投资高风险增长机会无疑击败了节俭心态。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c531b21050b42425510a30125935555e\" tg-width=\"500\" tg-height=\"395\">And, as if reading from the same playbook,<b>Paul Tudor Jones warned yesterday that things are \"bat shit crazy\"</b>and if Jay Powell</p><p><blockquote>而且，就像是在读同一本剧本，<b>保罗·都铎·琼斯昨天警告说，事情“太疯狂了”</b>如果杰伊·鲍威尔</blockquote></p><p>   <i><b>“The idea that inflation is transitory, to me ... that one just doesn’t work the way I see the world.\"</b></i>  All of which led to Burry's latest tweet warning this morning...</p><p><blockquote><i><b>“对我来说，通货膨胀是暂时的……这种想法并不符合我看待世界的方式。”</b></i>所有这些导致了伯里今天早上的最新推文警告...</blockquote></p><p>   <i><b>\"People always ask me what is going on in the markets. It is simple. Greatest Speculative Bubble of All Time in All Things. By two orders of magnitude.</b></i>#FlyingPigs360\"  <img src=\"https://static.tigerbbs.com/afafeb68134e031ca871659bd8dbc595\" tg-width=\"512\" tg-height=\"261\">In other words:<i><b>\"Brace!\"</b></i></p><p><blockquote><i><b>“人们总是问我市场上发生了什么。这很简单。有史以来最大的投机泡沫。两个数量级。</b></i>#FlyingPigs360”换句话说：<i><b>“撑住！”</b></i></blockquote></p><p> So what are you going to do about it?</p><p><blockquote>那你打算怎么办？</blockquote></p><p> Tudor Jones had some simple advice: \"<b>buy commodities, buy crypto, buy gold.\"</b></p><p><blockquote>都铎·琼斯有一些简单的建议：“<b>购买大宗商品、购买加密货币、购买黄金。”</b></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>Michael \"Big Short\" Burry: This Is The Greatest Bubble Of All Time In All Things \"By Two Orders Of Magnitude\"<blockquote>“大空头”迈克尔·伯里：这是有史以来最大的泡沫，“高出两个数量级”</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\">\nMichael \"Big Short\" Burry: This Is The Greatest Bubble Of All Time In All Things \"By Two Orders Of Magnitude\"<blockquote>“大空头”迈克尔·伯里：这是有史以来最大的泡沫，“高出两个数量级”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-15 23:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he picked up on the theme of Weimar Germany and specifically its<b>hyperinflation, as the blueprint for what comes next</b>in a lengthy tweetstorm cribbing generously fromParsson's seminal work, warning that<b>:</b></p><p><blockquote>今年早些时候，“大空头”迈克尔·伯里证实了美国银行最大的担忧，因为他谈到了魏玛德国的主题，特别是其<b>恶性通货膨胀，作为下一步的蓝图</b>在一篇冗长的推特风暴中，大量抄袭了帕森的开创性工作，警告说<b>：</b></blockquote></p><p> <b>\"The US government is inviting inflation with its MMT-tinged policies. Brisk Debt/GDP, M2 increases while retail sales, PMI stage V recovery</b>. Trillions more stimulus &amp; re-opening to boost demand as employee and supply chain costs skyrocket.\"</p><p><blockquote><b>“美国政府正在以其带有MMT色彩的政策引发通胀。强劲的债务/GDP、M2增加，而零售销售、PMI第五阶段复苏</b>随着员工和供应链成本飙升，数万亿美元的刺激措施和重新开放以提振需求。”</blockquote></p><p> #ParadigmShift</p><p><blockquote>#范式转变</blockquote></p><p> \"The life of the inflation in its ripening stage was a paradox which had its own unmistakable characteristics. One was the great wealth, at least of those favored by the boom..Many great fortunes sprang up overnight...The cities, had an aimless and wanton youth\"</p><p><blockquote>“通货膨胀在成熟阶段的生活是一个悖论，它有自己明确无误的特征。一个是巨大的财富，至少是那些被繁荣所青睐的人。许多巨大的财富在一夜之间涌现出来……城市里有一群漫无目的、肆无忌惮的年轻人。”</blockquote></p><p> \"Prices in Germany were steady, and both business and the stock market were booming. The exchange rate of the mark against the dollar and other currencies actually rose for a time, and the mark was momentarily the strongest currency in the world\" on inflation's eve.</p><p><blockquote>“德国物价平稳，商业和股市都很繁荣。马克对美元和其他货币的汇率实际上一度上升，马克在通货膨胀前夕一时成为世界上最坚挺的货币”。</blockquote></p><p> <b>\"Side by side with the wealth were the pockets of poverty. Greater numbers of people remained on the outside of the easy money, looking in but not able to enter. The crime rate soared.\"</b></p><p><blockquote><b>“与财富并存的是贫困地区。更多的人留在轻松赚钱的外围，看进去却进不去。犯罪率飙升。”</b></blockquote></p><p> <b>\"Accounts of the time tell of a progressive demoralization which crept over the common people, compounded of their weariness with the breakneck pace, to no visible purpose, and their fears from watching their own precarious positions slip while others grew so conspicuously rich.\"</b></p><p><blockquote><b>“当时的记录表明，普通人的士气逐渐低落，加上他们对无明显目的的极快节奏感到厌倦，他们害怕看到自己岌岌可危的地位下滑，而其他人却变得如此明显地富有。”</b></blockquote></p><p> \"Almost any kind of business could make money. Business failures and bankruptcies became few. The boom suspended the normal processes of natural selection by which the nonessential and ineffective otherwise would have been culled out.\"</p><p><blockquote>“几乎任何一种企业都能赚钱。企业失败和破产的情况变得很少了。繁荣中止了正常的自然选择过程，否则不必要和无效的东西就会被剔除。”</blockquote></p><p> <b>\"Speculation alone, while adding nothing to Germany's wealth, became one of its largest activities. The fever to join in turning a quick mark infected nearly all classes..Everyone from the elevator operator up was playing the market.\"</b></p><p><blockquote><b>“单是投机，虽然没有增加德国的财富，但却成了德国最大的活动之一。加入快速赚钱的热潮几乎感染了所有阶层……从电梯操作员到现在，每个人都在玩市场。”</b></blockquote></p><p> \"The volumes of turnover in securities on the Berlin Bourse became so high that the financial industry could not keep up with the paperwork...and the Bourse was obliged to close several days a week to work off the backlog\" #<i>robinhooddown</i></p><p><blockquote>“柏林证券交易所的证券交易量变得如此之高，以至于金融业无法跟上文书工作的步伐……交易所不得不每周关闭几天来处理积压的交易。”#<i>罗宾汉</i></blockquote></p><p> \"all the marks that existed in the world in the summer of 1922 were not worth enough, by November of 1923, to buy a single&nbsp; newspaper or a tram ticket. That was the spectacular part of the collapse, but most of the real loss in money wealth had been suffered much earlier.\"</p><p><blockquote>“1922年夏天世界上存在的所有马克，到1923年11月还不够买一份报纸或一张电车车票。这是崩溃的壮观之处，但货币财富的大部分真正损失在更早的时候就已经遭受了。”</blockquote></p><p> \"Throughout these years the structure was quietly building itself up for the blow.<b>Germany's #inflationcycle ran not for a year but for nine years, representing eight years of gestation and only one year of #collapse.\"</b></p><p><blockquote>“这些年来，这个结构一直在悄悄地为打击做好准备。<b>德国的#通货膨胀周期不是一年，而是九年，其中八年是酝酿，只有一年是崩溃。”</b></blockquote></p><p> His punchline: the above was \"written in 1974 re: 1914-1923\" and then makes the ominous extrapolation that \"<b>2010-2021: Gestation</b>\" adding that \"when dollars might as well be falling from the sky...management teams get creative and ultimately take more risk.. paying out debt-financed dividends to investors or investing in risky growth opportunities has beaten a frugal mentality hands down.\"</p><p><blockquote>他的笑点：以上是“写于1974年re：1914-1923”，然后做出不祥的推断“<b>2010-2021年：妊娠</b>“当美元可能从天而降时...管理团队变得富有创造力，最终承担更多风险..向投资者支付债务融资股息或投资高风险增长机会无疑击败了节俭心态。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c531b21050b42425510a30125935555e\" tg-width=\"500\" tg-height=\"395\">And, as if reading from the same playbook,<b>Paul Tudor Jones warned yesterday that things are \"bat shit crazy\"</b>and if Jay Powell</p><p><blockquote>而且，就像是在读同一本剧本，<b>保罗·都铎·琼斯昨天警告说，事情“太疯狂了”</b>如果杰伊·鲍威尔</blockquote></p><p>   <i><b>“The idea that inflation is transitory, to me ... that one just doesn’t work the way I see the world.\"</b></i>  All of which led to Burry's latest tweet warning this morning...</p><p><blockquote><i><b>“对我来说，通货膨胀是暂时的……这种想法并不符合我看待世界的方式。”</b></i>所有这些导致了伯里今天早上的最新推文警告...</blockquote></p><p>   <i><b>\"People always ask me what is going on in the markets. It is simple. Greatest Speculative Bubble of All Time in All Things. By two orders of magnitude.</b></i>#FlyingPigs360\"  <img src=\"https://static.tigerbbs.com/afafeb68134e031ca871659bd8dbc595\" tg-width=\"512\" tg-height=\"261\">In other words:<i><b>\"Brace!\"</b></i></p><p><blockquote><i><b>“人们总是问我市场上发生了什么。这很简单。有史以来最大的投机泡沫。两个数量级。</b></i>#FlyingPigs360”换句话说：<i><b>“撑住！”</b></i></blockquote></p><p> So what are you going to do about it?</p><p><blockquote>那你打算怎么办？</blockquote></p><p> Tudor Jones had some simple advice: \"<b>buy commodities, buy crypto, buy gold.\"</b></p><p><blockquote>都铎·琼斯有一些简单的建议：“<b>购买大宗商品、购买加密货币、购买黄金。”</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/michael-big-short-burry-greatest-bubble-all-time-all-things-two-orders-magnitude\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/michael-big-short-burry-greatest-bubble-all-time-all-things-two-orders-magnitude","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147269544","content_text":"Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he picked up on the theme of Weimar Germany and specifically itshyperinflation, as the blueprint for what comes nextin a lengthy tweetstorm cribbing generously fromParsson's seminal work, warning that:\n\"The US government is inviting inflation with its MMT-tinged policies. Brisk Debt/GDP, M2 increases while retail sales, PMI stage V recovery. Trillions more stimulus & re-opening to boost demand as employee and supply chain costs skyrocket.\"\n#ParadigmShift\n\"The life of the inflation in its ripening stage was a paradox which had its own unmistakable characteristics. One was the great wealth, at least of those favored by the boom..Many great fortunes sprang up overnight...The cities, had an aimless and wanton youth\"\n\"Prices in Germany were steady, and both business and the stock market were booming. The exchange rate of the mark against the dollar and other currencies actually rose for a time, and the mark was momentarily the strongest currency in the world\" on inflation's eve.\n\"Side by side with the wealth were the pockets of poverty. Greater numbers of people remained on the outside of the easy money, looking in but not able to enter. The crime rate soared.\"\n\"Accounts of the time tell of a progressive demoralization which crept over the common people, compounded of their weariness with the breakneck pace, to no visible purpose, and their fears from watching their own precarious positions slip while others grew so conspicuously rich.\"\n\"Almost any kind of business could make money. Business failures and bankruptcies became few. The boom suspended the normal processes of natural selection by which the nonessential and ineffective otherwise would have been culled out.\"\n\"Speculation alone, while adding nothing to Germany's wealth, became one of its largest activities. The fever to join in turning a quick mark infected nearly all classes..Everyone from the elevator operator up was playing the market.\"\n\"The volumes of turnover in securities on the Berlin Bourse became so high that the financial industry could not keep up with the paperwork...and the Bourse was obliged to close several days a week to work off the backlog\" #robinhooddown\n\"all the marks that existed in the world in the summer of 1922 were not worth enough, by November of 1923, to buy a single  newspaper or a tram ticket. That was the spectacular part of the collapse, but most of the real loss in money wealth had been suffered much earlier.\"\n\"Throughout these years the structure was quietly building itself up for the blow.Germany's #inflationcycle ran not for a year but for nine years, representing eight years of gestation and only one year of #collapse.\"\nHis punchline: the above was \"written in 1974 re: 1914-1923\" and then makes the ominous extrapolation that \"2010-2021: Gestation\" adding that \"when dollars might as well be falling from the sky...management teams get creative and ultimately take more risk.. paying out debt-financed dividends to investors or investing in risky growth opportunities has beaten a frugal mentality hands down.\"\nAnd, as if reading from the same playbook,Paul Tudor Jones warned yesterday that things are \"bat shit crazy\"and if Jay Powell\n\n“The idea that inflation is transitory, to me ... that one just doesn’t work the way I see the world.\"\n\nAll of which led to Burry's latest tweet warning this morning...\n\n\"People always ask me what is going on in the markets. It is simple. Greatest Speculative Bubble of All Time in All Things. By two orders of magnitude.#FlyingPigs360\"\n\nIn other words:\"Brace!\"\nSo what are you going to do about it?\nTudor Jones had some simple advice: \"buy commodities, buy crypto, buy gold.\"","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187484503,"gmtCreate":1623762079902,"gmtModify":1634028789258,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/187484503","repostId":"1127660571","repostType":4,"repost":{"id":"1127660571","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":1623760680,"share":"https://www.laohu8.com/m/news/1127660571?lang=zh_CN&edition=full","pubTime":"2021-06-15 20:38","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127660571","media":"Tiger Newspress","summary":"Stock futures edge up ahead of retail sales data.\nS&P 500 index is headed toward its 30th record clo","content":"<p><ul>  <li>Stock futures edge up ahead of retail sales data.</li>  <li>S&amp;P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.</li>  <li><b>Increase in in PPI over past 12 months rises to 6.6% from 6.2%.</b></li>  <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>  <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li> </ul> (June 15)&nbsp;<b>Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record.</b>&nbsp;Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.</p><p><blockquote><ul><li>股票期货在零售销售数据公布前小幅上涨。</li><li>在科技股上涨的推动下，标普500指数即将创下今年第30个收盘纪录。</li><li><b>过去12个月PPI涨幅从6.2%升至6.6%。</b></li><li><b>美国5月份扣除汽油和汽车的零售额下降0.8%。</b></li><li><b>美国5月份扣除汽油和汽车的零售额下降0.8%。</b></li></ul>（6月15日）<b>5月份生产者价格按年率计算上涨6.6%，为有记录以来的12个月最大涨幅。</b>美国劳工部周二报告称，随着美国经济通胀持续加剧，5月份生产者价格涨幅创近11年来最快。</blockquote></p><p> On a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.</p><p><blockquote>按月计算，最终需求生产者价格指数上涨0.8%，高于道琼斯预期的0.6%。</blockquote></p><p> <b>Stock&nbsp;Market</b></p><p><blockquote><b>股票市场</b></blockquote></p><p> U.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.</p><p><blockquote>美国股指期货周二小幅走高，新数据将显示美国人上个月在商店、餐馆和网上的支出。</blockquote></p><p> Futures tied to the S&amp;P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.</p><p><blockquote>与标普500相关的期货上涨0.1%，表明该广泛的基准指数有望创下今年第三十个收盘纪录。纳斯达克100指数期货上涨0.2%，表明开盘后科技股上涨。</blockquote></p><p> At 8:38&nbsp;a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&amp;P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.</p><p><blockquote>上午8点38分。ET，道指e-minis上涨18点，涨幅0.05%，标普500 e-minis上涨5.5点，涨幅0.13%，纳斯达克100 e-minis上涨24.75点，涨幅0.18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/86af5e5e5e4faf68b304fa020ca3a033\" tg-width=\"1242\" tg-height=\"487\"></p><p><blockquote></blockquote></p><p> Investors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.</p><p><blockquote>投资者预计，由于宽松的货币政策，股市将在今年剩余时间内攀升。许多人还押注，由于经济限制和供应链瓶颈的缓解，通胀上升将是暂时的。基金经理表示，通胀将长期上升或美联储可能收回支持的迹象可能会动摇这种信心。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics &amp; more</b></p><p><blockquote><b>盘前涨幅最大的股票：Vroom、Ping Identity、Sage Therapeutics等</b></blockquote></p><p> <b>1)&nbsp;Vroom(VRM)</b> – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.</p><p><blockquote><b>1）轰鸣（VRM）</b>-Vroom打算发行2026年到期的5亿美元可转换优先票据。这家二手车电子商务平台提供商计划将所得款项用于各种企业用途以及投资或收购新技术。其股价在盘前交易中下跌6.1%。</blockquote></p><p> <b>2)&nbsp;Ping Identity(PING) </b>– Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.</p><p><blockquote><b>2）PING身份（PING）</b>-Ping Identity宣布发行600万股普通股，出售Vista Equity Partners附属投资基金持有的股份。身份管理解决方案公司不会从此次发行中获得任何收益。该股在盘前下跌4.2%。</blockquote></p><p> <b>3)&nbsp;Sage Therapeutics(SAGE)</b> – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.</p><p><blockquote><b>3）Sage Therapeutics（SAGE）</b>-在Sage实验性抑郁症药物的研究结果发布后，该制药商的股价在盘前交易中下跌17.5%。该治疗导致症状的统计学显著改善，尽管可能需要长达六周才能有效，并且可能需要数月的治疗。</blockquote></p><p> <b>4)&nbsp;Boeing(BA) </b>– The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.</p><p><blockquote><b>4）波音（BA）</b>-美国和欧盟宣布解决涉及波音公司和欧洲竞争对手空中客车公司的长期飞机补贴争端。该协议将世界贸易组织授权的关税暂停五年，美国贸易代表凯瑟琳·戴表示，该协议可以作为解决未来争端的典范。</blockquote></p><p> <b>5)&nbsp;Exxon Mobil(XOM) </b>– Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.</p><p><blockquote><b>5)埃克森美孚(XOM)</b>——美国银行重申了对这家能源巨头股票的“买入”评级，预计在成本削减措施和油价反弹后，埃克森美孚将在年底前提高股息。</blockquote></p><p> <b>6)&nbsp;Spirit Airlines(SAVE)</b> – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.</p><p><blockquote><b>6)精神航空(SAVE)</b>-精神航空在向美国证券交易委员会提交的文件中表示，整个第二季度休闲需求持续改善，营业收益率也有所增强。更新后，花旗将该股评级从“中性”上调至“买入”，股价在盘前上涨2.6%。</blockquote></p><p> <b>7)&nbsp;Fastenal(FAST)</b> – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.</p><p><blockquote><b>7）Fastenal（快速）</b>-摩根士丹利将这家工业和建筑用品制造商的评级从“同等权重”下调至“跑输大盘”，摩根士丹利指出，客户获取量出现平静，而且该股已接近历史高点。该股盘前下跌2.2%。</blockquote></p><p> <b>8)&nbsp;AstraZeneca(AZN) </b>– AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.</p><p><blockquote><b>8）阿斯利康（AZN）</b>-阿斯利康表示，一种实验性单克隆抗体治疗方法没有达到其在接触过该病毒的患者中预防Covid-19的主要目标。然而，该公司还表示，其Covid-19疫苗对所谓的“Delta”病毒变种的有效率为92%。</blockquote></p><p> <b>9)&nbsp;Cracker Barrel(CBRL)</b> – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.</p><p><blockquote><b>9）裂解桶（CBRL）</b>-Cracker Barrel宣布私募2.75亿美元2026年到期的可转换优先票据。该连锁餐厅将利用所得款项偿还债务和用于一般公司用途。</blockquote></p><p></p><p> <b>10)&nbsp;Novavax(NVAX)</b> – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.</p><p><blockquote><b>10)诺瓦瓦克斯(NVAX)</b>-Novavax宣布其Covid-19疫苗和流感疫苗同时接种的首次研究取得积极结果。该研究表明，同时接种疫苗可能是一种可行的策略。</blockquote></p><p> <b>11)&nbsp;Intuit(INTU)</b> – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.</p><p><blockquote><b>11）Intuit（INTU）</b>–这家金融软件公司在向SEC提交的文件中透露，截至4月30日的九个月内，其QuickBooks online服务的新客户获取量同比增长超过25%。Intuit股价在周一的交易中创下历史新高。</blockquote></p><p> <b>12)&nbsp;Vimeo(VMEO)</b> – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.</p><p><blockquote><b>12)Vimeo(VMEO)</b>-Vimeo报告称，5月份总收入同比增长42%，这家视频服务公司的每用户平均收入也增长了18%。</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>Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</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\">\nToplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</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\">2021-06-15 20:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Stock futures edge up ahead of retail sales data.</li>  <li>S&amp;P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.</li>  <li><b>Increase in in PPI over past 12 months rises to 6.6% from 6.2%.</b></li>  <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>  <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li> </ul> (June 15)&nbsp;<b>Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record.</b>&nbsp;Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.</p><p><blockquote><ul><li>股票期货在零售销售数据公布前小幅上涨。</li><li>在科技股上涨的推动下，标普500指数即将创下今年第30个收盘纪录。</li><li><b>过去12个月PPI涨幅从6.2%升至6.6%。</b></li><li><b>美国5月份扣除汽油和汽车的零售额下降0.8%。</b></li><li><b>美国5月份扣除汽油和汽车的零售额下降0.8%。</b></li></ul>（6月15日）<b>5月份生产者价格按年率计算上涨6.6%，为有记录以来的12个月最大涨幅。</b>美国劳工部周二报告称，随着美国经济通胀持续加剧，5月份生产者价格涨幅创近11年来最快。</blockquote></p><p> On a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.</p><p><blockquote>按月计算，最终需求生产者价格指数上涨0.8%，高于道琼斯预期的0.6%。</blockquote></p><p> <b>Stock&nbsp;Market</b></p><p><blockquote><b>股票市场</b></blockquote></p><p> U.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.</p><p><blockquote>美国股指期货周二小幅走高，新数据将显示美国人上个月在商店、餐馆和网上的支出。</blockquote></p><p> Futures tied to the S&amp;P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.</p><p><blockquote>与标普500相关的期货上涨0.1%，表明该广泛的基准指数有望创下今年第三十个收盘纪录。纳斯达克100指数期货上涨0.2%，表明开盘后科技股上涨。</blockquote></p><p> At 8:38&nbsp;a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&amp;P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.</p><p><blockquote>上午8点38分。ET，道指e-minis上涨18点，涨幅0.05%，标普500 e-minis上涨5.5点，涨幅0.13%，纳斯达克100 e-minis上涨24.75点，涨幅0.18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/86af5e5e5e4faf68b304fa020ca3a033\" tg-width=\"1242\" tg-height=\"487\"></p><p><blockquote></blockquote></p><p> Investors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.</p><p><blockquote>投资者预计，由于宽松的货币政策，股市将在今年剩余时间内攀升。许多人还押注，由于经济限制和供应链瓶颈的缓解，通胀上升将是暂时的。基金经理表示，通胀将长期上升或美联储可能收回支持的迹象可能会动摇这种信心。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics &amp; more</b></p><p><blockquote><b>盘前涨幅最大的股票：Vroom、Ping Identity、Sage Therapeutics等</b></blockquote></p><p> <b>1)&nbsp;Vroom(VRM)</b> – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.</p><p><blockquote><b>1）轰鸣（VRM）</b>-Vroom打算发行2026年到期的5亿美元可转换优先票据。这家二手车电子商务平台提供商计划将所得款项用于各种企业用途以及投资或收购新技术。其股价在盘前交易中下跌6.1%。</blockquote></p><p> <b>2)&nbsp;Ping Identity(PING) </b>– Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.</p><p><blockquote><b>2）PING身份（PING）</b>-Ping Identity宣布发行600万股普通股，出售Vista Equity Partners附属投资基金持有的股份。身份管理解决方案公司不会从此次发行中获得任何收益。该股在盘前下跌4.2%。</blockquote></p><p> <b>3)&nbsp;Sage Therapeutics(SAGE)</b> – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.</p><p><blockquote><b>3）Sage Therapeutics（SAGE）</b>-在Sage实验性抑郁症药物的研究结果发布后，该制药商的股价在盘前交易中下跌17.5%。该治疗导致症状的统计学显著改善，尽管可能需要长达六周才能有效，并且可能需要数月的治疗。</blockquote></p><p> <b>4)&nbsp;Boeing(BA) </b>– The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.</p><p><blockquote><b>4）波音（BA）</b>-美国和欧盟宣布解决涉及波音公司和欧洲竞争对手空中客车公司的长期飞机补贴争端。该协议将世界贸易组织授权的关税暂停五年，美国贸易代表凯瑟琳·戴表示，该协议可以作为解决未来争端的典范。</blockquote></p><p> <b>5)&nbsp;Exxon Mobil(XOM) </b>– Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.</p><p><blockquote><b>5)埃克森美孚(XOM)</b>——美国银行重申了对这家能源巨头股票的“买入”评级，预计在成本削减措施和油价反弹后，埃克森美孚将在年底前提高股息。</blockquote></p><p> <b>6)&nbsp;Spirit Airlines(SAVE)</b> – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.</p><p><blockquote><b>6)精神航空(SAVE)</b>-精神航空在向美国证券交易委员会提交的文件中表示，整个第二季度休闲需求持续改善，营业收益率也有所增强。更新后，花旗将该股评级从“中性”上调至“买入”，股价在盘前上涨2.6%。</blockquote></p><p> <b>7)&nbsp;Fastenal(FAST)</b> – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.</p><p><blockquote><b>7）Fastenal（快速）</b>-摩根士丹利将这家工业和建筑用品制造商的评级从“同等权重”下调至“跑输大盘”，摩根士丹利指出，客户获取量出现平静，而且该股已接近历史高点。该股盘前下跌2.2%。</blockquote></p><p> <b>8)&nbsp;AstraZeneca(AZN) </b>– AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.</p><p><blockquote><b>8）阿斯利康（AZN）</b>-阿斯利康表示，一种实验性单克隆抗体治疗方法没有达到其在接触过该病毒的患者中预防Covid-19的主要目标。然而，该公司还表示，其Covid-19疫苗对所谓的“Delta”病毒变种的有效率为92%。</blockquote></p><p> <b>9)&nbsp;Cracker Barrel(CBRL)</b> – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.</p><p><blockquote><b>9）裂解桶（CBRL）</b>-Cracker Barrel宣布私募2.75亿美元2026年到期的可转换优先票据。该连锁餐厅将利用所得款项偿还债务和用于一般公司用途。</blockquote></p><p></p><p> <b>10)&nbsp;Novavax(NVAX)</b> – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.</p><p><blockquote><b>10)诺瓦瓦克斯(NVAX)</b>-Novavax宣布其Covid-19疫苗和流感疫苗同时接种的首次研究取得积极结果。该研究表明，同时接种疫苗可能是一种可行的策略。</blockquote></p><p> <b>11)&nbsp;Intuit(INTU)</b> – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.</p><p><blockquote><b>11）Intuit（INTU）</b>–这家金融软件公司在向SEC提交的文件中透露，截至4月30日的九个月内，其QuickBooks online服务的新客户获取量同比增长超过25%。Intuit股价在周一的交易中创下历史新高。</blockquote></p><p> <b>12)&nbsp;Vimeo(VMEO)</b> – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.</p><p><blockquote><b>12)Vimeo(VMEO)</b>-Vimeo报告称，5月份总收入同比增长42%，这家视频服务公司的每用户平均收入也增长了18%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127660571","content_text":"Stock futures edge up ahead of retail sales data.\nS&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.\nIncrease in in PPI over past 12 months rises to 6.6% from 6.2%.\nU.S. retail sales minus gas and autos fall 0.8% in May.\nU.S. retail sales minus gas and autos fall 0.8% in May.\n\n(June 15) Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record. Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.\nOn a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.\nStock Market\nU.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.\nFutures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.\nAt 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.\n\nInvestors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.\nStocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more\n1) Vroom(VRM) – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.\n2) Ping Identity(PING) – Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.\n3) Sage Therapeutics(SAGE) – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.\n4) Boeing(BA) – The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.\n5) Exxon Mobil(XOM) – Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.\n6) Spirit Airlines(SAVE) – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.\n7) Fastenal(FAST) – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.\n8) AstraZeneca(AZN) – AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.\n9) Cracker Barrel(CBRL) – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.\n10) Novavax(NVAX) – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.\n11) Intuit(INTU) – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.\n12) Vimeo(VMEO) – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":696269686,"gmtCreate":1640704327859,"gmtModify":1640704423968,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Joke","listText":"Joke","text":"Joke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696269686","repostId":"1118096605","repostType":4,"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600469153,"gmtCreate":1638188861591,"gmtModify":1638188861979,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"htmlText":"Panic SELLLLLL🤡","listText":"Panic SELLLLLL🤡","text":"Panic SELLLLLL🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600469153","repostId":"2187329491","repostType":4,"repost":{"id":"2187329491","kind":"highlight","pubTimestamp":1638140520,"share":"https://www.laohu8.com/m/news/2187329491?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:02","market":"us","language":"en","title":"Here's what the Black Friday carnage may mean for the stock market's trade Monday, analysts say<blockquote>分析师表示，黑色星期五大屠杀对周一股市交易可能意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2187329491","media":"MarketWatch","summary":"The new, fast-spreading B.1.1.529 strain of coronavirus declared a variant of concern by the World Health Organization roiled global markets on Black Friday, raising concerns about how the economy and Wall Street may perform in the coming week, following a selloff that wiped out November gains for the S&P 500 index and the Nasdaq Composite and sent the Dow Jones Industrial Average down by the most in a day since Oct. 28, 2020.What isn't clear is whether the latest coronavirus development will do","content":"<p>OMG, omicron!</p><p><blockquote>天哪，奥密克戎！</blockquote></p><p> The new, fast-spreading B.1.1.529 strain of coronavirus declared a variant of concern by the World Health Organization roiled global markets on Black Friday, raising concerns about how the economy and Wall Street may perform in the coming week, following a selloff that wiped out November gains for the S&amp;P 500 index and the Nasdaq Composite and sent the Dow Jones Industrial Average down by the most in a day since Oct. 28, 2020.</p><p><blockquote>世界卫生组织宣布的新型快速传播的B.1.1.529冠状病毒变种在黑色星期五扰乱了全球市场，引发了人们对未来一周经济和华尔街表现的担忧。标普500指数和纳斯达克综合指数11月份的涨幅被抹去，道琼斯工业平均指数创下2020年10月28日以来的最大单日跌幅。</blockquote></p><p> WHO said that the omicron variant, which has been detected in Belgium, Israel, and Hong Kong and was first identified in southern parts of Africa, is more transmissible than the delta strain that is currently dominant world-wide, and other variants.</p><p><blockquote>世卫组织表示，已在比利时、以色列和香港发现并首先在非洲南部地区发现的奥密克戎变种比目前在全球范围内占主导地位的德尔塔毒株和其他变种更具传播性。</blockquote></p><p> The emergence of the new strain led to the White House announcing restrictions, starting on Monday, on travel for non-U.S. citizens and residents from South Africa, as well as from Botswana, Zimbabwe, Namibia, Lesotho, Eswatini, Mozambique, and Malawi, joining the European Union, the U.K., Singapore and Japan, which also announced similar travel bans.</p><p><blockquote>新毒株的出现导致白宫宣布从周一开始限制来自南非以及博茨瓦纳、津巴布韦、纳米比亚、莱索托、斯威士兰、莫桑比克和马拉维的非美国公民和居民的旅行，加入了欧盟、英国、新加坡和日本的行列，这些国家也宣布了类似的旅行禁令。</blockquote></p><p> The market selloff during the abbreviated Black Friday session and the commensurate flight to assets that investors hope will perform better amid fresh mobility restrictions, helped to overshadow the usual focus on retail, on a day associated with heavy consumer spending ahead of the Christmas holiday. Friday's downturn also offered a crystal clear reminder that the path of the market and economy hinges on the course of COVID.</p><p><blockquote>短暂的黑色星期五交易期间的市场抛售，以及投资者希望在新的流动性限制中表现更好的资产的相应外逃，有助于掩盖通常对零售业的关注，而这一天与圣诞节假期前消费者支出旺盛有关。周五的低迷也清楚地提醒人们，市场和经济的发展取决于新冠疫情的进程。</blockquote></p><p> What isn't clear is whether the latest coronavirus development will do lasting harm to the complexion of the market. Omicron comes at a fragile time for optimistic investors, with bears pointing to lofty stock market valuations, inflation worries and global economic growth concerns as reasons to expect a drawdown in equities that have managed to avoid a decline from a peak of more than 5%.</p><p><blockquote>目前尚不清楚的是，冠状病毒的最新发展是否会对市场格局造成持久损害。对于乐观的投资者来说，奥密克戎正值脆弱时期，空头指出，股市估值过高、通胀担忧和全球经济增长担忧是预计股市将下跌的理由，而股市已成功避免了从超过5%的峰值下跌。</blockquote></p><p> In theory, Friday's post-Thanksgiving environment is traditionally lightly traded and therefore more susceptible to outsize price swings.</p><p><blockquote>理论上，周五感恩节后的环境传统上交易清淡，因此更容易受到价格大幅波动的影响。</blockquote></p><p> The Nasdaq saw its lowest volume of the year on Black Friday, with 3.479 billion shares trading hands, well below the year-to-date average of 5.099 billion. The total composite volume, including trading on Intercontinental Exchange&nbsp;-owned NYSE platforms, was 8.760 billion, compared with an year-to-date average of 11.196 billion, according to Dow Jones Market Data.</p><p><blockquote>纳斯达克在黑色星期五创下今年最低成交量，交易量为34.79亿股，远低于今年迄今50.99亿股的平均水平。根据道琼斯市场数据，包括洲际交易所旗下纽约证券交易所平台的交易在内的综合交易量为87.60亿美元，而今年迄今的平均交易量为111.96亿美元。</blockquote></p><p> Still, only time will tell whether the reaction to omicron is a textbook, knee-jerk selloff or something more sinister.</p><p><blockquote>尽管如此，只有时间才能证明对奥密克戎的反应是教科书式的、下意识的抛售还是更险恶的东西。</blockquote></p><p> MarketWatch's Bill Watts wrote, citing Friday research from Mark Arbeter of Arbeter Investments, that the next level of support to watch for the S&amp;P 500 after closing at 4,594,62 on Friday is at 4,570, the 50-day exponential average; 4,566, the 38.2% retracement of the rally; and 4,550, a previous high from early September.</p><p><blockquote>MarketWatch的Bill Watts援引Arbeter Investments的Mark Arbeter周五的研究写道，在周五收于4,594, 62点后，标普500值得关注的下一个支撑位是4,570点，即50天指数平均线；4,566，反弹38.2%回撤位；4550，为9月初以来的新高。</blockquote></p><p> \"It is too early to know to what extent the new variant will affect economies and markets, and Friday's market moves have probably been exacerbated by reduced liquidity owing to the US Thanksgiving holiday, and the risk that further bad news emerges over the weekend,\" writes Jonas Goltermann senior markets economist at Capital Economics, in a Friday research note.</p><p><blockquote>“现在知道新变种将在多大程度上影响经济和市场还为时过早，周五的市场走势可能因美国感恩节假期导致流动性减少以及周末出现进一步坏消息的风险而加剧，”凯投宏观高级市场经济学家乔纳斯·戈尔特曼(Jonas Goltermann)在周五的一份研究报告中写道。</blockquote></p><p> J.C. Parets of the All Star Charts blog writes that things could get dicey if the S&amp;P 500 is driven below 4,500, with little support beneath that point.</p><p><blockquote>J.C.All Star Charts博客的Parets写道，如果标普500跌破4,500点，事情可能会变得危险，并且低于该点几乎没有支撑。</blockquote></p><p> \"You know how parents always tell you nothing good ever happens after midnight? Well in the S&amp;P 500, nothing good happens below 4500,\" he writes in a Friday blog.</p><p><blockquote>“你知道父母总是告诉你午夜之后就不会有好事发生吗？在标普500，低于4500点就不会有好事发生，”他在周五的博客中写道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccfdc3ebd8825870bc713469baf0d1b2\" tg-width=\"700\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><span>All Star Charts</span></p><p><blockquote><p class=\"t-img-caption\"><span>全明星图表</span></p></blockquote></p><p> \"If we're below that then there is a probably a much bigger problem out there, and the heaviest cash positions in 18 months would be warranted,\" Parets writes.</p><p><blockquote>帕雷茨写道：“如果我们低于这个水平，那么可能存在更大的问题，18个月内最重的现金头寸将是合理的。”</blockquote></p><p> Some analysts say that there are legitimate reasons for unease, on the public health front.</p><p><blockquote>一些分析人士表示，在公共卫生方面，有合理的理由感到不安。</blockquote></p><p> \"The fact that this variant seems to be spreading much faster than previous versions (including the Delta variant) bears very careful monitoring,\" wrote Michael Strobaek, global chief investment officer at Credit Suisse, in a research note. There are some questions about the effectiveness of existing COVID vaccines from Pfizer&nbsp;and Moderna&nbsp;due to the number of mutations that the omicron variant bears on the spike protein. The spike protein is the part of the virus targeted by COVID-19 vaccines.</p><p><blockquote>瑞士信贷全球首席投资官Michael Strobaek在一份研究报告中写道：“这种变种似乎比以前的版本（包括德尔塔变异毒株）传播得更快，这一事实值得非常仔细的监控。”由于奥密克戎变种在刺突蛋白上携带的突变数量，辉瑞和Moderna现有新冠疫苗的有效性存在一些疑问。刺突蛋白是新冠肺炎疫苗针对的病毒部分。</blockquote></p><p> Analyst at Jefferies led by analyst Sean Darby note that risk-appetite was already edging lower before Black Friday and the selloff may have been a \"tipping point\" in favor of caution and risk moderation.</p><p><blockquote>杰富瑞(Jefferies)分析师肖恩·达比(Sean Darby)领导的分析师指出，在黑色星期五之前，风险偏好已经小幅走低，抛售可能是有利于谨慎和风险适度的“转折点”。</blockquote></p><p> \"The news of a new or not so new COVID variant spreading in Southern Africaappears to have been the tipping point in altering risk appetite in the past 24 hours,\" the Jefferies analyst wrote.</p><p><blockquote>杰富瑞分析师写道：“一种新的或不那么新的新冠病毒变种在南部非洲传播的消息似乎是过去24小时内改变风险偏好的转折点。”</blockquote></p><p></p><p> \"However, there has been a sea change in risk variables over the past month -- anincreasing number of 'tailed treasury auctions', declining equity market breadth andthe imperceptible change in US retail appetite that seems to have gone unnoticed.Positioning in global equities is one of the most aggressive in US history,\" according to Darby and his colleagues.</p><p><blockquote>“然而，过去一个月风险变量发生了翻天覆地的变化——‘尾部国债拍卖’数量不断增加，股市广度下降，以及美国散户兴趣似乎没有被注意到的难以察觉的变化。全球股市的定位是美国历史上最激进的之一，”达比和他的同事表示。</blockquote></p><p> Jefferies research suggests that investors are now expecting that the Federal Reserve, under renominated Chairman Jerome Powell, will hasten the pace of reductions in the central bank's asset purchases, which will lead to tighter financial conditions that could prove unfavorable to risky assets. Goldman Sachs sees the Fed stepping up tapering to $30 billion a month from a reduction of $15 billion, and estimates three policy interest rate increases in 2022, up from two.</p><p><blockquote>Jefferies research表示，投资者现在预计，在重新提名的主席杰罗姆·鲍威尔的领导下，美联储将加快缩减央行资产购买的步伐，这将导致金融状况收紧，可能对风险资产不利。高盛预计美联储将从每月减少150亿美元的缩减规模增加到300亿美元，并预计2022年将加息三次，高于两次。</blockquote></p><p> \"Ultimately the Sharpe ratio -- a measure of return per unit of risk -- isturning for global equities. We expect the gap between the performance of risky and safe haven assets to diminish,\" Jefferies wrote.</p><p><blockquote>杰富瑞写道：“最终，全球股市的夏普比率（衡量单位风险回报的指标）正在发生变化。我们预计风险资产和避险资产表现之间的差距将缩小。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a2b6cd6fadb4dd80d04e06539404155\" tg-width=\"699\" tg-height=\"203\" referrerpolicy=\"no-referrer\"><span>via Jefferies</span></p><p><blockquote><p class=\"t-img-caption\"><span>通过杰弗里斯</span></p></blockquote></p><p> The situation could still prove a buying opportunity for bold investors, however.</p><p><blockquote>然而，对于大胆的投资者来说，这种情况仍然可能是一个买入机会。</blockquote></p><p> Strobaek wrote that \"risk assets such as equities are likely to give back some strength, but we would see this as an opportunity in selective and specific areas.\"</p><p><blockquote>Strobaek写道，“股票等风险资产可能会恢复一些实力，但我们认为这是选择性和特定领域的机会。”</blockquote></p><p> \"At this point, we reiterate our assessment from the latest Investment Committee report, i.e. keeping equities at a small overweight in portfolios and government bonds at an underweight,\" the Credit Suisse CIO writes.</p><p><blockquote>瑞士信贷首席信息官写道：“目前，我们重申投资委员会最新报告中的评估，即将投资组合中的股票保持在较小的跑赢大盘，将政府债券保持在跑输大盘。”</blockquote></p><p> Analysts at Citigroup also said that \"we would buy into any dip,\" noting that its bearish checklist doesn't indicate significant red flags. \"Valuations look stretched, but other factors (credit spreads, fund flows) are not yet especially extended,\" Citi writes, with 7.5 out of 18 red flags triggered in its measures of global markets while the U.S. is seeing 9.5 of 18.</p><p><blockquote>花旗集团分析师还表示，“我们会逢低买入”，并指出其看跌清单并未表明重大危险信号。花旗写道：“估值看起来很高，但其他因素（信用利差、资金流）尚未特别扩大。”在其对全球市场的衡量中，18个危险信号中有7.5个被触发，而美国的危险信号中有9.5个被触发。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4fba734970a8c977a13d6972402b65f\" tg-width=\"700\" tg-height=\"417\" referrerpolicy=\"no-referrer\"><span>Citi Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗研究</span></p></blockquote></p><p> Greg Bassuk, CEO at AXS Investments in Port Chester, NY says that the end-of-week selling may have resulted in a Black Friday sale for stock-market investors.</p><p><blockquote>纽约州切斯特港AXS Investments首席执行官格雷格·巴苏克(Greg Bassuk)表示，周末的抛售可能导致股市投资者出现黑色星期五抛售。</blockquote></p><p> \"Black Friday is typically the unofficial kick-off to the annual holiday shopping season. But we believe the real shopping is for stocks that are beaten-down from Covid infection spikes, inflation fears, and supply chain woes, but that still possess strong fundamentals that will drive their gains as the economy ultimately reopens,\" he wrote</p><p><blockquote>“黑色星期五通常是一年一度的假日购物季的非正式开始。但我们认为，真正的购物是那些因新冠感染激增、通胀担忧和供应链困境而遭受重创，但仍拥有强劲基本面的股票。随着经济最终重新开放，这将推动他们的上涨，”他写道</blockquote></p><p> That said, some analysts note that the lockdowns playing out in Europe and the spread of COVID, even before the omicron declaration, were reasons to be cautious since they will impact the global growth outlook.</p><p><blockquote>尽管如此，一些分析师指出，即使在《奥密克戎宣言》发表之前，欧洲的封锁和新冠病毒的传播也是保持谨慎的理由，因为它们将影响全球增长前景。</blockquote></p><p> Either way, it seems that a degree of caveat emptor may be in force next week and could color trading for the remainder of the 2021.</p><p><blockquote>不管怎样，某种程度的买者自负似乎可能会在下周生效，并可能影响2021年剩余时间的交易。</blockquote></p><p> Trading on Monday will help determine whether bullishness persists or if a bearish phase is crystallizing.</p><p><blockquote>周一的交易将有助于确定看涨情绪是否持续，或者看跌阶段是否正在具体化。</blockquote></p><p> It will be a week focused on the state of employment, with the November U.S. jobs report due at the end of the week and Powell and others offering their final thoughts before a media blackout period starting ahead of the Federal Open Market Committee's final meeting of 2021 on Dec. 14-15.</p><p><blockquote>这将是关注就业状况的一周，11月美国就业报告将于本周末发布，鲍威尔和其他人将在联邦公开市场委员会2021年最后一次会议之前开始的媒体封锁期之前发表最终想法12月14日至15日。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's what the Black Friday carnage may mean for the stock market's trade Monday, analysts say<blockquote>分析师表示，黑色星期五大屠杀对周一股市交易可能意味着什么</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's what the Black Friday carnage may mean for the stock market's trade Monday, analysts say<blockquote>分析师表示，黑色星期五大屠杀对周一股市交易可能意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-11-29 07:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>OMG, omicron!</p><p><blockquote>天哪，奥密克戎！</blockquote></p><p> The new, fast-spreading B.1.1.529 strain of coronavirus declared a variant of concern by the World Health Organization roiled global markets on Black Friday, raising concerns about how the economy and Wall Street may perform in the coming week, following a selloff that wiped out November gains for the S&amp;P 500 index and the Nasdaq Composite and sent the Dow Jones Industrial Average down by the most in a day since Oct. 28, 2020.</p><p><blockquote>世界卫生组织宣布的新型快速传播的B.1.1.529冠状病毒变种在黑色星期五扰乱了全球市场，引发了人们对未来一周经济和华尔街表现的担忧。标普500指数和纳斯达克综合指数11月份的涨幅被抹去，道琼斯工业平均指数创下2020年10月28日以来的最大单日跌幅。</blockquote></p><p> WHO said that the omicron variant, which has been detected in Belgium, Israel, and Hong Kong and was first identified in southern parts of Africa, is more transmissible than the delta strain that is currently dominant world-wide, and other variants.</p><p><blockquote>世卫组织表示，已在比利时、以色列和香港发现并首先在非洲南部地区发现的奥密克戎变种比目前在全球范围内占主导地位的德尔塔毒株和其他变种更具传播性。</blockquote></p><p> The emergence of the new strain led to the White House announcing restrictions, starting on Monday, on travel for non-U.S. citizens and residents from South Africa, as well as from Botswana, Zimbabwe, Namibia, Lesotho, Eswatini, Mozambique, and Malawi, joining the European Union, the U.K., Singapore and Japan, which also announced similar travel bans.</p><p><blockquote>新毒株的出现导致白宫宣布从周一开始限制来自南非以及博茨瓦纳、津巴布韦、纳米比亚、莱索托、斯威士兰、莫桑比克和马拉维的非美国公民和居民的旅行，加入了欧盟、英国、新加坡和日本的行列，这些国家也宣布了类似的旅行禁令。</blockquote></p><p> The market selloff during the abbreviated Black Friday session and the commensurate flight to assets that investors hope will perform better amid fresh mobility restrictions, helped to overshadow the usual focus on retail, on a day associated with heavy consumer spending ahead of the Christmas holiday. Friday's downturn also offered a crystal clear reminder that the path of the market and economy hinges on the course of COVID.</p><p><blockquote>短暂的黑色星期五交易期间的市场抛售，以及投资者希望在新的流动性限制中表现更好的资产的相应外逃，有助于掩盖通常对零售业的关注，而这一天与圣诞节假期前消费者支出旺盛有关。周五的低迷也清楚地提醒人们，市场和经济的发展取决于新冠疫情的进程。</blockquote></p><p> What isn't clear is whether the latest coronavirus development will do lasting harm to the complexion of the market. Omicron comes at a fragile time for optimistic investors, with bears pointing to lofty stock market valuations, inflation worries and global economic growth concerns as reasons to expect a drawdown in equities that have managed to avoid a decline from a peak of more than 5%.</p><p><blockquote>目前尚不清楚的是，冠状病毒的最新发展是否会对市场格局造成持久损害。对于乐观的投资者来说，奥密克戎正值脆弱时期，空头指出，股市估值过高、通胀担忧和全球经济增长担忧是预计股市将下跌的理由，而股市已成功避免了从超过5%的峰值下跌。</blockquote></p><p> In theory, Friday's post-Thanksgiving environment is traditionally lightly traded and therefore more susceptible to outsize price swings.</p><p><blockquote>理论上，周五感恩节后的环境传统上交易清淡，因此更容易受到价格大幅波动的影响。</blockquote></p><p> The Nasdaq saw its lowest volume of the year on Black Friday, with 3.479 billion shares trading hands, well below the year-to-date average of 5.099 billion. The total composite volume, including trading on Intercontinental Exchange&nbsp;-owned NYSE platforms, was 8.760 billion, compared with an year-to-date average of 11.196 billion, according to Dow Jones Market Data.</p><p><blockquote>纳斯达克在黑色星期五创下今年最低成交量，交易量为34.79亿股，远低于今年迄今50.99亿股的平均水平。根据道琼斯市场数据，包括洲际交易所旗下纽约证券交易所平台的交易在内的综合交易量为87.60亿美元，而今年迄今的平均交易量为111.96亿美元。</blockquote></p><p> Still, only time will tell whether the reaction to omicron is a textbook, knee-jerk selloff or something more sinister.</p><p><blockquote>尽管如此，只有时间才能证明对奥密克戎的反应是教科书式的、下意识的抛售还是更险恶的东西。</blockquote></p><p> MarketWatch's Bill Watts wrote, citing Friday research from Mark Arbeter of Arbeter Investments, that the next level of support to watch for the S&amp;P 500 after closing at 4,594,62 on Friday is at 4,570, the 50-day exponential average; 4,566, the 38.2% retracement of the rally; and 4,550, a previous high from early September.</p><p><blockquote>MarketWatch的Bill Watts援引Arbeter Investments的Mark Arbeter周五的研究写道，在周五收于4,594, 62点后，标普500值得关注的下一个支撑位是4,570点，即50天指数平均线；4,566，反弹38.2%回撤位；4550，为9月初以来的新高。</blockquote></p><p> \"It is too early to know to what extent the new variant will affect economies and markets, and Friday's market moves have probably been exacerbated by reduced liquidity owing to the US Thanksgiving holiday, and the risk that further bad news emerges over the weekend,\" writes Jonas Goltermann senior markets economist at Capital Economics, in a Friday research note.</p><p><blockquote>“现在知道新变种将在多大程度上影响经济和市场还为时过早，周五的市场走势可能因美国感恩节假期导致流动性减少以及周末出现进一步坏消息的风险而加剧，”凯投宏观高级市场经济学家乔纳斯·戈尔特曼(Jonas Goltermann)在周五的一份研究报告中写道。</blockquote></p><p> J.C. Parets of the All Star Charts blog writes that things could get dicey if the S&amp;P 500 is driven below 4,500, with little support beneath that point.</p><p><blockquote>J.C.All Star Charts博客的Parets写道，如果标普500跌破4,500点，事情可能会变得危险，并且低于该点几乎没有支撑。</blockquote></p><p> \"You know how parents always tell you nothing good ever happens after midnight? Well in the S&amp;P 500, nothing good happens below 4500,\" he writes in a Friday blog.</p><p><blockquote>“你知道父母总是告诉你午夜之后就不会有好事发生吗？在标普500，低于4500点就不会有好事发生，”他在周五的博客中写道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccfdc3ebd8825870bc713469baf0d1b2\" tg-width=\"700\" tg-height=\"355\" referrerpolicy=\"no-referrer\"><span>All Star Charts</span></p><p><blockquote><p class=\"t-img-caption\"><span>全明星图表</span></p></blockquote></p><p> \"If we're below that then there is a probably a much bigger problem out there, and the heaviest cash positions in 18 months would be warranted,\" Parets writes.</p><p><blockquote>帕雷茨写道：“如果我们低于这个水平，那么可能存在更大的问题，18个月内最重的现金头寸将是合理的。”</blockquote></p><p> Some analysts say that there are legitimate reasons for unease, on the public health front.</p><p><blockquote>一些分析人士表示，在公共卫生方面，有合理的理由感到不安。</blockquote></p><p> \"The fact that this variant seems to be spreading much faster than previous versions (including the Delta variant) bears very careful monitoring,\" wrote Michael Strobaek, global chief investment officer at Credit Suisse, in a research note. There are some questions about the effectiveness of existing COVID vaccines from Pfizer&nbsp;and Moderna&nbsp;due to the number of mutations that the omicron variant bears on the spike protein. The spike protein is the part of the virus targeted by COVID-19 vaccines.</p><p><blockquote>瑞士信贷全球首席投资官Michael Strobaek在一份研究报告中写道：“这种变种似乎比以前的版本（包括德尔塔变异毒株）传播得更快，这一事实值得非常仔细的监控。”由于奥密克戎变种在刺突蛋白上携带的突变数量，辉瑞和Moderna现有新冠疫苗的有效性存在一些疑问。刺突蛋白是新冠肺炎疫苗针对的病毒部分。</blockquote></p><p> Analyst at Jefferies led by analyst Sean Darby note that risk-appetite was already edging lower before Black Friday and the selloff may have been a \"tipping point\" in favor of caution and risk moderation.</p><p><blockquote>杰富瑞(Jefferies)分析师肖恩·达比(Sean Darby)领导的分析师指出，在黑色星期五之前，风险偏好已经小幅走低，抛售可能是有利于谨慎和风险适度的“转折点”。</blockquote></p><p> \"The news of a new or not so new COVID variant spreading in Southern Africaappears to have been the tipping point in altering risk appetite in the past 24 hours,\" the Jefferies analyst wrote.</p><p><blockquote>杰富瑞分析师写道：“一种新的或不那么新的新冠病毒变种在南部非洲传播的消息似乎是过去24小时内改变风险偏好的转折点。”</blockquote></p><p></p><p> \"However, there has been a sea change in risk variables over the past month -- anincreasing number of 'tailed treasury auctions', declining equity market breadth andthe imperceptible change in US retail appetite that seems to have gone unnoticed.Positioning in global equities is one of the most aggressive in US history,\" according to Darby and his colleagues.</p><p><blockquote>“然而，过去一个月风险变量发生了翻天覆地的变化——‘尾部国债拍卖’数量不断增加，股市广度下降，以及美国散户兴趣似乎没有被注意到的难以察觉的变化。全球股市的定位是美国历史上最激进的之一，”达比和他的同事表示。</blockquote></p><p> Jefferies research suggests that investors are now expecting that the Federal Reserve, under renominated Chairman Jerome Powell, will hasten the pace of reductions in the central bank's asset purchases, which will lead to tighter financial conditions that could prove unfavorable to risky assets. Goldman Sachs sees the Fed stepping up tapering to $30 billion a month from a reduction of $15 billion, and estimates three policy interest rate increases in 2022, up from two.</p><p><blockquote>Jefferies research表示，投资者现在预计，在重新提名的主席杰罗姆·鲍威尔的领导下，美联储将加快缩减央行资产购买的步伐，这将导致金融状况收紧，可能对风险资产不利。高盛预计美联储将从每月减少150亿美元的缩减规模增加到300亿美元，并预计2022年将加息三次，高于两次。</blockquote></p><p> \"Ultimately the Sharpe ratio -- a measure of return per unit of risk -- isturning for global equities. We expect the gap between the performance of risky and safe haven assets to diminish,\" Jefferies wrote.</p><p><blockquote>杰富瑞写道：“最终，全球股市的夏普比率（衡量单位风险回报的指标）正在发生变化。我们预计风险资产和避险资产表现之间的差距将缩小。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a2b6cd6fadb4dd80d04e06539404155\" tg-width=\"699\" tg-height=\"203\" referrerpolicy=\"no-referrer\"><span>via Jefferies</span></p><p><blockquote><p class=\"t-img-caption\"><span>通过杰弗里斯</span></p></blockquote></p><p> The situation could still prove a buying opportunity for bold investors, however.</p><p><blockquote>然而，对于大胆的投资者来说，这种情况仍然可能是一个买入机会。</blockquote></p><p> Strobaek wrote that \"risk assets such as equities are likely to give back some strength, but we would see this as an opportunity in selective and specific areas.\"</p><p><blockquote>Strobaek写道，“股票等风险资产可能会恢复一些实力，但我们认为这是选择性和特定领域的机会。”</blockquote></p><p> \"At this point, we reiterate our assessment from the latest Investment Committee report, i.e. keeping equities at a small overweight in portfolios and government bonds at an underweight,\" the Credit Suisse CIO writes.</p><p><blockquote>瑞士信贷首席信息官写道：“目前，我们重申投资委员会最新报告中的评估，即将投资组合中的股票保持在较小的跑赢大盘，将政府债券保持在跑输大盘。”</blockquote></p><p> Analysts at Citigroup also said that \"we would buy into any dip,\" noting that its bearish checklist doesn't indicate significant red flags. \"Valuations look stretched, but other factors (credit spreads, fund flows) are not yet especially extended,\" Citi writes, with 7.5 out of 18 red flags triggered in its measures of global markets while the U.S. is seeing 9.5 of 18.</p><p><blockquote>花旗集团分析师还表示，“我们会逢低买入”，并指出其看跌清单并未表明重大危险信号。花旗写道：“估值看起来很高，但其他因素（信用利差、资金流）尚未特别扩大。”在其对全球市场的衡量中，18个危险信号中有7.5个被触发，而美国的危险信号中有9.5个被触发。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4fba734970a8c977a13d6972402b65f\" tg-width=\"700\" tg-height=\"417\" referrerpolicy=\"no-referrer\"><span>Citi Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗研究</span></p></blockquote></p><p> Greg Bassuk, CEO at AXS Investments in Port Chester, NY says that the end-of-week selling may have resulted in a Black Friday sale for stock-market investors.</p><p><blockquote>纽约州切斯特港AXS Investments首席执行官格雷格·巴苏克(Greg Bassuk)表示，周末的抛售可能导致股市投资者出现黑色星期五抛售。</blockquote></p><p> \"Black Friday is typically the unofficial kick-off to the annual holiday shopping season. But we believe the real shopping is for stocks that are beaten-down from Covid infection spikes, inflation fears, and supply chain woes, but that still possess strong fundamentals that will drive their gains as the economy ultimately reopens,\" he wrote</p><p><blockquote>“黑色星期五通常是一年一度的假日购物季的非正式开始。但我们认为，真正的购物是那些因新冠感染激增、通胀担忧和供应链困境而遭受重创，但仍拥有强劲基本面的股票。随着经济最终重新开放，这将推动他们的上涨，”他写道</blockquote></p><p> That said, some analysts note that the lockdowns playing out in Europe and the spread of COVID, even before the omicron declaration, were reasons to be cautious since they will impact the global growth outlook.</p><p><blockquote>尽管如此，一些分析师指出，即使在《奥密克戎宣言》发表之前，欧洲的封锁和新冠病毒的传播也是保持谨慎的理由，因为它们将影响全球增长前景。</blockquote></p><p> Either way, it seems that a degree of caveat emptor may be in force next week and could color trading for the remainder of the 2021.</p><p><blockquote>不管怎样，某种程度的买者自负似乎可能会在下周生效，并可能影响2021年剩余时间的交易。</blockquote></p><p> Trading on Monday will help determine whether bullishness persists or if a bearish phase is crystallizing.</p><p><blockquote>周一的交易将有助于确定看涨情绪是否持续，或者看跌阶段是否正在具体化。</blockquote></p><p> It will be a week focused on the state of employment, with the November U.S. jobs report due at the end of the week and Powell and others offering their final thoughts before a media blackout period starting ahead of the Federal Open Market Committee's final meeting of 2021 on Dec. 14-15.</p><p><blockquote>这将是关注就业状况的一周，11月美国就业报告将于本周末发布，鲍威尔和其他人将在联邦公开市场委员会2021年最后一次会议之前开始的媒体封锁期之前发表最终想法12月14日至15日。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/heres-what-the-black-friday-carnage-may-mean-for-the-stock-markets-trade-monday-analysts-say-11638021516?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4007":"制药",".DJI":"道琼斯","MRNA":"Moderna, Inc.","BK4551":"寇图资本持仓","ICE":"洲际交易所","BK4112":"金融交易所和数据","BK4550":"红杉资本持仓","PFE":"辉瑞","BK4568":"美国抗疫概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4548":"巴美列捷福持仓",".SPX":"S&P 500 Index","BK4533":"AQR资本管理(全球第二大对冲基金)",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/heres-what-the-black-friday-carnage-may-mean-for-the-stock-markets-trade-monday-analysts-say-11638021516?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187329491","content_text":"OMG, omicron!\nThe new, fast-spreading B.1.1.529 strain of coronavirus declared a variant of concern by the World Health Organization roiled global markets on Black Friday, raising concerns about how the economy and Wall Street may perform in the coming week, following a selloff that wiped out November gains for the S&P 500 index and the Nasdaq Composite and sent the Dow Jones Industrial Average down by the most in a day since Oct. 28, 2020.\nWHO said that the omicron variant, which has been detected in Belgium, Israel, and Hong Kong and was first identified in southern parts of Africa, is more transmissible than the delta strain that is currently dominant world-wide, and other variants.\nThe emergence of the new strain led to the White House announcing restrictions, starting on Monday, on travel for non-U.S. citizens and residents from South Africa, as well as from Botswana, Zimbabwe, Namibia, Lesotho, Eswatini, Mozambique, and Malawi, joining the European Union, the U.K., Singapore and Japan, which also announced similar travel bans.\nThe market selloff during the abbreviated Black Friday session and the commensurate flight to assets that investors hope will perform better amid fresh mobility restrictions, helped to overshadow the usual focus on retail, on a day associated with heavy consumer spending ahead of the Christmas holiday. Friday's downturn also offered a crystal clear reminder that the path of the market and economy hinges on the course of COVID.\nWhat isn't clear is whether the latest coronavirus development will do lasting harm to the complexion of the market. Omicron comes at a fragile time for optimistic investors, with bears pointing to lofty stock market valuations, inflation worries and global economic growth concerns as reasons to expect a drawdown in equities that have managed to avoid a decline from a peak of more than 5%.\nIn theory, Friday's post-Thanksgiving environment is traditionally lightly traded and therefore more susceptible to outsize price swings.\nThe Nasdaq saw its lowest volume of the year on Black Friday, with 3.479 billion shares trading hands, well below the year-to-date average of 5.099 billion. The total composite volume, including trading on Intercontinental Exchange -owned NYSE platforms, was 8.760 billion, compared with an year-to-date average of 11.196 billion, according to Dow Jones Market Data.\nStill, only time will tell whether the reaction to omicron is a textbook, knee-jerk selloff or something more sinister.\nMarketWatch's Bill Watts wrote, citing Friday research from Mark Arbeter of Arbeter Investments, that the next level of support to watch for the S&P 500 after closing at 4,594,62 on Friday is at 4,570, the 50-day exponential average; 4,566, the 38.2% retracement of the rally; and 4,550, a previous high from early September.\n\"It is too early to know to what extent the new variant will affect economies and markets, and Friday's market moves have probably been exacerbated by reduced liquidity owing to the US Thanksgiving holiday, and the risk that further bad news emerges over the weekend,\" writes Jonas Goltermann senior markets economist at Capital Economics, in a Friday research note.\nJ.C. Parets of the All Star Charts blog writes that things could get dicey if the S&P 500 is driven below 4,500, with little support beneath that point.\n\"You know how parents always tell you nothing good ever happens after midnight? Well in the S&P 500, nothing good happens below 4500,\" he writes in a Friday blog.\nAll Star Charts\n\"If we're below that then there is a probably a much bigger problem out there, and the heaviest cash positions in 18 months would be warranted,\" Parets writes.\nSome analysts say that there are legitimate reasons for unease, on the public health front.\n\"The fact that this variant seems to be spreading much faster than previous versions (including the Delta variant) bears very careful monitoring,\" wrote Michael Strobaek, global chief investment officer at Credit Suisse, in a research note. There are some questions about the effectiveness of existing COVID vaccines from Pfizer and Moderna due to the number of mutations that the omicron variant bears on the spike protein. The spike protein is the part of the virus targeted by COVID-19 vaccines.\nAnalyst at Jefferies led by analyst Sean Darby note that risk-appetite was already edging lower before Black Friday and the selloff may have been a \"tipping point\" in favor of caution and risk moderation.\n\"The news of a new or not so new COVID variant spreading in Southern Africaappears to have been the tipping point in altering risk appetite in the past 24 hours,\" the Jefferies analyst wrote.\n\"However, there has been a sea change in risk variables over the past month -- anincreasing number of 'tailed treasury auctions', declining equity market breadth andthe imperceptible change in US retail appetite that seems to have gone unnoticed.Positioning in global equities is one of the most aggressive in US history,\" according to Darby and his colleagues.\nJefferies research suggests that investors are now expecting that the Federal Reserve, under renominated Chairman Jerome Powell, will hasten the pace of reductions in the central bank's asset purchases, which will lead to tighter financial conditions that could prove unfavorable to risky assets. Goldman Sachs sees the Fed stepping up tapering to $30 billion a month from a reduction of $15 billion, and estimates three policy interest rate increases in 2022, up from two.\n\"Ultimately the Sharpe ratio -- a measure of return per unit of risk -- isturning for global equities. We expect the gap between the performance of risky and safe haven assets to diminish,\" Jefferies wrote.\nvia Jefferies\nThe situation could still prove a buying opportunity for bold investors, however.\nStrobaek wrote that \"risk assets such as equities are likely to give back some strength, but we would see this as an opportunity in selective and specific areas.\"\n\"At this point, we reiterate our assessment from the latest Investment Committee report, i.e. keeping equities at a small overweight in portfolios and government bonds at an underweight,\" the Credit Suisse CIO writes.\nAnalysts at Citigroup also said that \"we would buy into any dip,\" noting that its bearish checklist doesn't indicate significant red flags. \"Valuations look stretched, but other factors (credit spreads, fund flows) are not yet especially extended,\" Citi writes, with 7.5 out of 18 red flags triggered in its measures of global markets while the U.S. is seeing 9.5 of 18.\nCiti Research\nGreg Bassuk, CEO at AXS Investments in Port Chester, NY says that the end-of-week selling may have resulted in a Black Friday sale for stock-market investors.\n\"Black Friday is typically the unofficial kick-off to the annual holiday shopping season. But we believe the real shopping is for stocks that are beaten-down from Covid infection spikes, inflation fears, and supply chain woes, but that still possess strong fundamentals that will drive their gains as the economy ultimately reopens,\" he wrote\nThat said, some analysts note that the lockdowns playing out in Europe and the spread of COVID, even before the omicron declaration, were reasons to be cautious since they will impact the global growth outlook.\nEither way, it seems that a degree of caveat emptor may be in force next week and could color trading for the remainder of the 2021.\nTrading on Monday will help determine whether bullishness persists or if a bearish phase is crystallizing.\nIt will be a week focused on the state of employment, with the November U.S. jobs report due at the end of the week and Powell and others offering their final thoughts before a media blackout period starting ahead of the Federal Open Market Committee's final meeting of 2021 on Dec. 14-15.","news_type":1,"symbols_score_info":{"MRNA":0.9,"END":0.9,"PFE":0.9,".SPX":0.9,"ICE":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}