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2021-12-31

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The 2 Most Surprising Stock Winners of 2021<blockquote>2021 年最令人惊讶的 2 只股票赢家</blockquote>

2021-12-30

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2021-12-29

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2021-12-28

great

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2021-12-27

🙈

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2021-12-26

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2021-12-25

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2021-12-24

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2021-12-24

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2021-12-23

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Tesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar：由于 12 月交付强劲，特斯拉第四季度销量预计将增长 43%</blockquote>

2021-12-21

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2021-12-20

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Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>

2021-12-18

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2021-12-17

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2021-12-16

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Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</blockquote>

2021-12-16

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Powell expects inflation to fall closer to Fed's goal by end of next year<blockquote>鲍威尔预计明年年底通胀将更接近美联储目标</blockquote>

2021-12-06

👍

Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>

2021-11-09

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2021-11-04

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Walmart: A Smart Defensive Choice During Bear Markets<blockquote>沃尔玛：熊市期间明智的防御选择</blockquote>

2021-11-03

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The Fed's Two-Day Meeting Is About to End. What to Expect.<blockquote>美联储为期两天的会议即将结束。期待什么。</blockquote>

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pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692609254","repostId":"1192004334","repostType":4,"repost":{"id":"1192004334","kind":"news","pubTimestamp":1640921407,"share":"https://www.laohunote.com/m/news/1192004334?lang=zh_CN&edition=full","pubTime":"2021-12-31 11:30","market":"us","language":"en","title":"The 2 Most Surprising Stock Winners of 2021<blockquote>2021 年最令人惊讶的 2 只股票赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192004334","media":"Motley Fool","summary":"There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable ","content":"<p><html><head></head><body>There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable gains that surprised many who had suspected that 2020&#39;s roaring rebound from the coronavirus bear market might have gone too far too fast. Yet among individual stocks that posted big gains during 2021, the most surprising in my view are <b>Ford Motor Company</b>(NYSE:F)and <b>Signature Bank</b>(NASDAQ:SBNY). Here&#39;s why.</p><p><blockquote><html><head></head><body>2021年，股票投资者有很多成功的故事。主要股指大幅上涨，这让许多人感到惊讶，他们曾怀疑 2020 年冠状病毒熊市的猛烈反弹可能走得太远太快。然而，在2021年涨幅较大的个股中，我认为最令人惊讶的是<b>福特汽车</b>（纽约证券交易所代码：F）及<b>签名银行</b>（纳斯达克股票代码：SBNY）原因如下。</body></html></blockquote></p><p><b>Ford shifts into high gear</b></p><p><blockquote><b>福特进入高速档</b></blockquote></p><p>Ford came into 2021 with a bit of positive momentum, having recovered from a seven-year slump that cost the stock about two-thirds of its value from 2013 to March 2020. Many feared that the legacy automaker had gotten left behind, with electric vehicle (EV) pioneer<b>Tesla</b>(NASDAQ:TSLA)having built up a multiyear head start while Ford and many of its peers lagged far behind in EV development.</p><p><blockquote>福特带着一点积极的势头进入 2021 年，从长达七年的低迷中恢复过来，从 2013 年到 2020 年 3 月，福特的股价下跌了约三分之二。许多人担心这家传统汽车制造商已经被电动汽车 (EV) 先驱抛在后面<b>特斯拉</b>（纳斯达克股票代码：TSLA）多年来一直处于领先地位，而福特及其许多同行在电动汽车开发方面远远落后。</blockquote></p><p>Yet Ford&#39;s rebound came from a host of factors. Notably, the automaker&#39;s conventional fleet of fossil-fuel-powered vehicles saw huge demand, and Ford did a reasonable job of navigating its way through supply chain issues and shortages of automotive semiconductor chips to take advantage and boost its total vehicle sales. Commercial demand was particularly strong, and high-margin categories like SUVs served Ford well.</p><p><blockquote>然而，福特的反弹来自一系列因素。值得注意的是，该汽车制造商的传统化石燃料汽车车队需求巨大，福特在解决供应链问题和汽车半导体芯片短缺方面做了合理的工作，以利用并提高其汽车总销量。商业需求特别强劲，SUV 等高利润类别为福特提供了良好的服务。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0da7d9349fb813b52381952d8b21c5d8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>A FORD F-150 LIGHTNING EV. IMAGE SOURCE: FORD.</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特 F-150 LIGHTNING EV。图片来源：福特。</span></p></blockquote></p><p>Longer term, Ford convinced investors that its modernization efforts can be successful. Integral to its plans will be the F-150 Lightning electric pickup, which should launch early in the coming year. But Ford is even seeing demand with its existing lines of all-electric and hybrid vehicles, particularly the Mustang Mach-E crossover SUV.</p><p><blockquote>从长远来看，福特让投资者相信其现代化努力能够成功。F-150 Lightning 电动皮卡将是其计划不可或缺的一部分，该皮卡将于明年初推出。但福特甚至看到了对其现有全电动和混合动力汽车系列的需求，尤其是野马 Mach-E 跨界 SUV。</blockquote></p><p>Ford investors have waited a long time for a rebound, and even after this year&#39;s 134% rise, the stock is still down almost 35% from its highs way back in 1998. Nevertheless, the automaker demonstrated that it could compete in a changing world, and that bodes well for its prospects in 2022.</p><p><blockquote>福特投资者已经等待反弹很长时间了，即使在今年上涨 134% 之后，该股仍较 1998 年的高点下跌了近 35%。尽管如此，这家汽车制造商证明了它可以在不断变化的世界中竞争，这对其 2022 年的前景来说是个好兆头。</blockquote></p><p><b>Banking on big gains</b></p><p><blockquote><b>依靠巨额利润</b></blockquote></p><p>Also rising big in 2021 was Signature Bank, which was up 137%. With the overall financial industry having undergone some struggles, many investors failed to see the New York-based bank&#39;s potential to cash in on the hot cryptocurrency space.</p><p><blockquote>Signature Bank 在 2021 年也大幅上涨，上涨了 137%。随着整个金融行业经历了一些挣扎，许多投资者未能看到这家总部位于纽约的银行在热门加密货币领域获利的潜力。</blockquote></p><p>Signature&#39;s primary distinguishing factor is its Signet real-time payment processing platform. Using the power of blockchain, Signet facilitates instantaneous transactions in a manner that&#39;s especially handy for crypto investors trading digital assets on a 24/7/365 basis. To use Signet, customers have to put money on deposit with Signature, and that has helped the bank boost its assets dramatically at a very low cost of capital.</p><p><blockquote>Signature 的主要区别因素是其 Signet 实时支付处理平台。利用区块链的力量，Signet以一种特别方便的方式促进即时交易，这对于全天候交易数字资产的加密投资者来说尤其方便。要使用 Signet，客户必须将钱存入 Signature，这帮助该银行以非常低的资本成本大幅增加了其资产。</blockquote></p><p>The strong performance in the crypto space reawakened interest in the financial infrastructure underlying digital asset trading, and that&#39;s helped create record earnings for Signature. The crypto trend isn&#39;t guaranteed to continue in 2022, but even if the most popular digital assets don&#39;t continue their bullish moves, Signature is still poised to take advantage of innovation in the broader crypto realm no matter where it comes from. That could help boost the stock price even further in the coming year.</p><p><blockquote>加密领域的强劲表现重新唤起了人们对数字资产交易背后的金融基础设施的兴趣，这有助于 Signature 创造创纪录的收益。加密趋势不能保证在2022年继续下去，但即使最受欢迎的数字资产没有继续其看涨走势，Signature仍然准备利用更广泛的加密领域的创新，无论创新来自哪里。这可能有助于在来年进一步推高股价。</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>The 2 Most Surprising Stock Winners of 2021<blockquote>2021 年最令人惊讶的 2 只股票赢家</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\">\nThe 2 Most Surprising Stock Winners of 2021<blockquote>2021 年最令人惊讶的 2 只股票赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-31 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable gains that surprised many who had suspected that 2020&#39;s roaring rebound from the coronavirus bear market might have gone too far too fast. Yet among individual stocks that posted big gains during 2021, the most surprising in my view are <b>Ford Motor Company</b>(NYSE:F)and <b>Signature Bank</b>(NASDAQ:SBNY). Here&#39;s why.</p><p><blockquote><html><head></head><body>2021年，股票投资者有很多成功的故事。主要股指大幅上涨，这让许多人感到惊讶，他们曾怀疑 2020 年冠状病毒熊市的猛烈反弹可能走得太远太快。然而，在2021年涨幅较大的个股中，我认为最令人惊讶的是<b>福特汽车</b>（纽约证券交易所代码：F）及<b>签名银行</b>（纳斯达克股票代码：SBNY）原因如下。</body></html></blockquote></p><p><b>Ford shifts into high gear</b></p><p><blockquote><b>福特进入高速档</b></blockquote></p><p>Ford came into 2021 with a bit of positive momentum, having recovered from a seven-year slump that cost the stock about two-thirds of its value from 2013 to March 2020. Many feared that the legacy automaker had gotten left behind, with electric vehicle (EV) pioneer<b>Tesla</b>(NASDAQ:TSLA)having built up a multiyear head start while Ford and many of its peers lagged far behind in EV development.</p><p><blockquote>福特带着一点积极的势头进入 2021 年，从长达七年的低迷中恢复过来，从 2013 年到 2020 年 3 月，福特的股价下跌了约三分之二。许多人担心这家传统汽车制造商已经被电动汽车 (EV) 先驱抛在后面<b>特斯拉</b>（纳斯达克股票代码：TSLA）多年来一直处于领先地位，而福特及其许多同行在电动汽车开发方面远远落后。</blockquote></p><p>Yet Ford&#39;s rebound came from a host of factors. Notably, the automaker&#39;s conventional fleet of fossil-fuel-powered vehicles saw huge demand, and Ford did a reasonable job of navigating its way through supply chain issues and shortages of automotive semiconductor chips to take advantage and boost its total vehicle sales. Commercial demand was particularly strong, and high-margin categories like SUVs served Ford well.</p><p><blockquote>然而，福特的反弹来自一系列因素。值得注意的是，该汽车制造商的传统化石燃料汽车车队需求巨大，福特在解决供应链问题和汽车半导体芯片短缺方面做了合理的工作，以利用并提高其汽车总销量。商业需求特别强劲，SUV 等高利润类别为福特提供了良好的服务。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0da7d9349fb813b52381952d8b21c5d8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>A FORD F-150 LIGHTNING EV. IMAGE SOURCE: FORD.</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特 F-150 LIGHTNING EV。图片来源：福特。</span></p></blockquote></p><p>Longer term, Ford convinced investors that its modernization efforts can be successful. Integral to its plans will be the F-150 Lightning electric pickup, which should launch early in the coming year. But Ford is even seeing demand with its existing lines of all-electric and hybrid vehicles, particularly the Mustang Mach-E crossover SUV.</p><p><blockquote>从长远来看，福特让投资者相信其现代化努力能够成功。F-150 Lightning 电动皮卡将是其计划不可或缺的一部分，该皮卡将于明年初推出。但福特甚至看到了对其现有全电动和混合动力汽车系列的需求，尤其是野马 Mach-E 跨界 SUV。</blockquote></p><p>Ford investors have waited a long time for a rebound, and even after this year&#39;s 134% rise, the stock is still down almost 35% from its highs way back in 1998. Nevertheless, the automaker demonstrated that it could compete in a changing world, and that bodes well for its prospects in 2022.</p><p><blockquote>福特投资者已经等待反弹很长时间了，即使在今年上涨 134% 之后，该股仍较 1998 年的高点下跌了近 35%。尽管如此，这家汽车制造商证明了它可以在不断变化的世界中竞争，这对其 2022 年的前景来说是个好兆头。</blockquote></p><p><b>Banking on big gains</b></p><p><blockquote><b>依靠巨额利润</b></blockquote></p><p>Also rising big in 2021 was Signature Bank, which was up 137%. With the overall financial industry having undergone some struggles, many investors failed to see the New York-based bank&#39;s potential to cash in on the hot cryptocurrency space.</p><p><blockquote>Signature Bank 在 2021 年也大幅上涨，上涨了 137%。随着整个金融行业经历了一些挣扎，许多投资者未能看到这家总部位于纽约的银行在热门加密货币领域获利的潜力。</blockquote></p><p>Signature&#39;s primary distinguishing factor is its Signet real-time payment processing platform. Using the power of blockchain, Signet facilitates instantaneous transactions in a manner that&#39;s especially handy for crypto investors trading digital assets on a 24/7/365 basis. To use Signet, customers have to put money on deposit with Signature, and that has helped the bank boost its assets dramatically at a very low cost of capital.</p><p><blockquote>Signature 的主要区别因素是其 Signet 实时支付处理平台。利用区块链的力量，Signet以一种特别方便的方式促进即时交易，这对于全天候交易数字资产的加密投资者来说尤其方便。要使用 Signet，客户必须将钱存入 Signature，这帮助该银行以非常低的资本成本大幅增加了其资产。</blockquote></p><p>The strong performance in the crypto space reawakened interest in the financial infrastructure underlying digital asset trading, and that&#39;s helped create record earnings for Signature. The crypto trend isn&#39;t guaranteed to continue in 2022, but even if the most popular digital assets don&#39;t continue their bullish moves, Signature is still poised to take advantage of innovation in the broader crypto realm no matter where it comes from. That could help boost the stock price even further in the coming year.</p><p><blockquote>加密领域的强劲表现重新唤起了人们对数字资产交易背后的金融基础设施的兴趣，这有助于 Signature 创造创纪录的收益。加密趋势不能保证在2022年继续下去，但即使最受欢迎的数字资产没有继续其看涨走势，Signature仍然准备利用更广泛的加密领域的创新，无论创新来自哪里。这可能有助于在来年进一步推高股价。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/30/the-2-most-surprising-stock-winners-of-2021/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBNY":"签字银行","F":"福特汽车"},"source_url":"https://www.fool.com/investing/2021/12/30/the-2-most-surprising-stock-winners-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192004334","content_text":"There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable gains that surprised many who had suspected that 2020's roaring rebound from the coronavirus bear market might have gone too far too fast. Yet among individual stocks that posted big gains during 2021, the most surprising in my view are Ford Motor Company(NYSE:F)and Signature Bank(NASDAQ:SBNY). Here's why.Ford shifts into high gearFord came into 2021 with a bit of positive momentum, having recovered from a seven-year slump that cost the stock about two-thirds of its value from 2013 to March 2020. Many feared that the legacy automaker had gotten left behind, with electric vehicle (EV) pioneerTesla(NASDAQ:TSLA)having built up a multiyear head start while Ford and many of its peers lagged far behind in EV development.Yet Ford's rebound came from a host of factors. Notably, the automaker's conventional fleet of fossil-fuel-powered vehicles saw huge demand, and Ford did a reasonable job of navigating its way through supply chain issues and shortages of automotive semiconductor chips to take advantage and boost its total vehicle sales. Commercial demand was particularly strong, and high-margin categories like SUVs served Ford well.A FORD F-150 LIGHTNING EV. IMAGE SOURCE: FORD.Longer term, Ford convinced investors that its modernization efforts can be successful. Integral to its plans will be the F-150 Lightning electric pickup, which should launch early in the coming year. But Ford is even seeing demand with its existing lines of all-electric and hybrid vehicles, particularly the Mustang Mach-E crossover SUV.Ford investors have waited a long time for a rebound, and even after this year's 134% rise, the stock is still down almost 35% from its highs way back in 1998. Nevertheless, the automaker demonstrated that it could compete in a changing world, and that bodes well for its prospects in 2022.Banking on big gainsAlso rising big in 2021 was Signature Bank, which was up 137%. With the overall financial industry having undergone some struggles, many investors failed to see the New York-based bank's potential to cash in on the hot cryptocurrency space.Signature's primary distinguishing factor is its Signet real-time payment processing platform. Using the power of blockchain, Signet facilitates instantaneous transactions in a manner that's especially handy for crypto investors trading digital assets on a 24/7/365 basis. To use Signet, customers have to put money on deposit with Signature, and that has helped the bank boost its assets dramatically at a very low cost of capital.The strong performance in the crypto space reawakened interest in the financial infrastructure underlying digital asset trading, and that's helped create record earnings for Signature. The crypto trend isn't guaranteed to continue in 2022, but even if the most popular digital assets don't continue their bullish moves, Signature is still poised to take advantage of innovation in the broader crypto realm no matter where it comes from. That could help boost the stock price even further in the coming year.","news_type":1,"symbols_score_info":{"SBNY":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":3035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692907681,"gmtCreate":1640821585848,"gmtModify":1640821585972,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"🤞","listText":"🤞","text":"🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692907681","repostId":"2195466435","repostType":4,"isVote":1,"tweetType":1,"viewCount":2681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696563435,"gmtCreate":1640736585030,"gmtModify":1640736585153,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696563435","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":3473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696833632,"gmtCreate":1640659277528,"gmtModify":1640659277657,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696833632","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696076694,"gmtCreate":1640587116703,"gmtModify":1640587116796,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"🙈","listText":"🙈","text":"🙈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696076694","repostId":"1161457155","repostType":4,"isVote":1,"tweetType":1,"viewCount":4310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698409306,"gmtCreate":1640483344601,"gmtModify":1640483344696,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698409306","repostId":"1132092278","repostType":4,"isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698240682,"gmtCreate":1640419590546,"gmtModify":1640419590676,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698240682","repostId":"2193317305","repostType":4,"isVote":1,"tweetType":1,"viewCount":3745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698874565,"gmtCreate":1640355063881,"gmtModify":1640355063970,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":", 👍","listText":", 👍","text":", 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698874565","repostId":"2193144893","repostType":4,"isVote":1,"tweetType":1,"viewCount":3087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698876863,"gmtCreate":1640354323439,"gmtModify":1640354323531,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698876863","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698019385,"gmtCreate":1640259378044,"gmtModify":1640259378169,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698019385","repostId":"1140408431","repostType":4,"repost":{"id":"1140408431","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640258815,"share":"https://www.laohunote.com/m/news/1140408431?lang=zh_CN&edition=full","pubTime":"2021-12-23 19:26","market":"us","language":"en","title":"Tesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar：由于 12 月交付强劲，特斯拉第四季度销量预计将增长 43%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140408431","media":"Benzinga Earnings","summary":"Tesla Inc’s fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles ","content":"<p><b>Tesla Inc’s</b>&nbsp;fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles from a year ago and 28.8% over the previous quarter, the latest automotive industry forecast from&nbsp;<b>TrueCar</b>&nbsp;reflected on Wednesday.</p><p><blockquote><b>特斯拉公司</b>根据汽车行业的最新预测，美国第四季度电动汽车销量预计将同比增长 42.8%，达到 97,417 辆，比上一季度增长 28.8%<b>交换车</b>周三反思。</blockquote></p><p> <b>What Happened:</b>The&nbsp;<b>Elon Musk</b>-led company is expected to deliver 36,300 electric vehicles in the U.S. in December, a jump of 34.7% over last year and about 7% over November, according to TrueCar.</p><p><blockquote><b>发生了什么：</b>这个<b>埃隆·马斯克</b>-led 公司预计 12 月份将在美国交付 36,300 辆电动汽车，比去年增长 34.7%，比 11 月份增长约 7%。</blockquote></p><p> Tesla sold 33,980 electric vehicles in November, the report noted.</p><p><blockquote>报告指出，特斯拉 11 月份售出 33,980 辆电动汽车。</blockquote></p><p> Musk on Wednesday said Tesla is working hard to meet the year-end delivery targets as the electric vehicle maker company’s stock rejoined the $1-trillion-market-cap club.</p><p><blockquote>马斯克周三表示，随着这家电动汽车制造商的股票重新加入 1 万亿美元市值俱乐部，特斯拉正在努力实现年终交付目标。</blockquote></p><p> TrueCar also forecast total new vehicle sales will reach 1,144,108 units in December, down 27% from a year ago. The research agency estimated December’s seasonally adjusted annualized rate (SAAR) for total light-vehicle sales to be 11.9 million units, down 27% from a year ago.</p><p><blockquote>TrueCar 还预测 12 月份新车总销量将达到 1,144,108 辆，同比下降 27%。该研究机构估计，12 月份轻型车总销量的季节性调整年化率（SAAR）为 1190 万辆，比去年同期下降了 27%。</blockquote></p><p> <b>How Will Legacy Players Fare?:</b>Both&nbsp;<b>General Motors Co</b>&nbsp;and&nbsp;<b>Ford Motor Co</b>&nbsp;are expected to report year-on-year declines in December sales due to the low base from a year ago when volumes were hit due to the pandemic and dealers were struggling with inventories.</p><p><blockquote><b>传统玩家的表现如何？：</b>两者<b>通用汽车公司</b>和<b>福特汽车</b>预计 12 月份销量将同比下降，原因是一年前的基数较低，当时销量因疫情而受到打击，经销商也在库存问题上苦苦挣扎。</blockquote></p><p> The sales numbers are expected to rise over November for both GM and Ford.</p><p><blockquote>通用汽车和福特的销量预计将在 11 月份上升。</blockquote></p><p> GM’s December sales are expected to reach 168,640 vehicles, a decline of 42.9% on a year-on-year basis, and a rise of 21% over November.</p><p><blockquote>通用汽车12月销量预计将达到168,640辆，同比下降42.9%，比11月份增长21%。</blockquote></p><p> Ford is expected to report a decline of 20% to 166,547 vehicles in December, compared to a year ago, and a rise of 5.8% over last month.</p><p><blockquote>福特预计 12 月份销量将比去年同期下降 20%，至 166,547 辆，环比增长 5.8%。</blockquote></p><p> On a quarterly basis, Ford is expected to sell a total of 498,428 vehicles, a drop of 7.5% on a year-on-year basis but a rise of 25.3% over the third quarter.</p><p><blockquote>按季度来看，福特预计共售出498,428辆汽车，同比下降7.5%，但比第三季度增长25.3%。</blockquote></p><p> GM is expected to report total sales of 441,426 vehicles in the fourth quarter, implying declines of 42.5% year-on-year and down 0.4% quarter-on-quarter, the report noted.</p><p><blockquote>报告指出，通用汽车预计第四季度总销量为441,426辆，同比下降42.5%，环比下降0.4%。</blockquote></p><p> Historically, December has been a busy month for automakers as they rush to close the calendar year-end targets. This year, automakers around the world have been battling chip shortages to ensure a steady and timely supply to dealerships and customers. Legacy player Ford has earlier said it plans to&nbsp;keep inventories historically low.</p><p><blockquote>从历史上看，12 月对于汽车制造商来说是一个繁忙的月份，因为他们急于完成日历年终目标。今年，世界各地的汽车制造商一直在与芯片短缺作斗争，以确保向经销商和客户稳定、及时地供应芯片。传统汽车制造商福特早些时候表示，计划将库存保持在历史低位。</blockquote></p><p> The report projected incentive spending in December to be down 55% from last year and 51% for the fourth quarter.</p><p><blockquote>该报告预计 12 月份的激励支出将比去年下降 55%，第四季度将下降 51%。</blockquote></p><p> <b>Price Action:</b>&nbsp;Tesla shares closed 7.49% higher at $1,008.87 a share on Wednesday.</p><p><blockquote><b>价格行为：</b>特斯拉股价周三收盘上涨 7.49%，至每股 1,008.87 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>Tesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar：由于 12 月交付强劲，特斯拉第四季度销量预计将增长 43%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar：由于 12 月交付强劲，特斯拉第四季度销量预计将增长 43%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-23 19:26</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla Inc’s</b>&nbsp;fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles from a year ago and 28.8% over the previous quarter, the latest automotive industry forecast from&nbsp;<b>TrueCar</b>&nbsp;reflected on Wednesday.</p><p><blockquote><b>特斯拉公司</b>根据汽车行业的最新预测，美国第四季度电动汽车销量预计将同比增长 42.8%，达到 97,417 辆，比上一季度增长 28.8%<b>交换车</b>周三反思。</blockquote></p><p> <b>What Happened:</b>The&nbsp;<b>Elon Musk</b>-led company is expected to deliver 36,300 electric vehicles in the U.S. in December, a jump of 34.7% over last year and about 7% over November, according to TrueCar.</p><p><blockquote><b>发生了什么：</b>这个<b>埃隆·马斯克</b>-led 公司预计 12 月份将在美国交付 36,300 辆电动汽车，比去年增长 34.7%，比 11 月份增长约 7%。</blockquote></p><p> Tesla sold 33,980 electric vehicles in November, the report noted.</p><p><blockquote>报告指出，特斯拉 11 月份售出 33,980 辆电动汽车。</blockquote></p><p> Musk on Wednesday said Tesla is working hard to meet the year-end delivery targets as the electric vehicle maker company’s stock rejoined the $1-trillion-market-cap club.</p><p><blockquote>马斯克周三表示，随着这家电动汽车制造商的股票重新加入 1 万亿美元市值俱乐部，特斯拉正在努力实现年终交付目标。</blockquote></p><p> TrueCar also forecast total new vehicle sales will reach 1,144,108 units in December, down 27% from a year ago. The research agency estimated December’s seasonally adjusted annualized rate (SAAR) for total light-vehicle sales to be 11.9 million units, down 27% from a year ago.</p><p><blockquote>TrueCar 还预测 12 月份新车总销量将达到 1,144,108 辆，同比下降 27%。该研究机构估计，12 月份轻型车总销量的季节性调整年化率（SAAR）为 1190 万辆，比去年同期下降了 27%。</blockquote></p><p> <b>How Will Legacy Players Fare?:</b>Both&nbsp;<b>General Motors Co</b>&nbsp;and&nbsp;<b>Ford Motor Co</b>&nbsp;are expected to report year-on-year declines in December sales due to the low base from a year ago when volumes were hit due to the pandemic and dealers were struggling with inventories.</p><p><blockquote><b>传统玩家的表现如何？：</b>两者<b>通用汽车公司</b>和<b>福特汽车</b>预计 12 月份销量将同比下降，原因是一年前的基数较低，当时销量因疫情而受到打击，经销商也在库存问题上苦苦挣扎。</blockquote></p><p> The sales numbers are expected to rise over November for both GM and Ford.</p><p><blockquote>通用汽车和福特的销量预计将在 11 月份上升。</blockquote></p><p> GM’s December sales are expected to reach 168,640 vehicles, a decline of 42.9% on a year-on-year basis, and a rise of 21% over November.</p><p><blockquote>通用汽车12月销量预计将达到168,640辆，同比下降42.9%，比11月份增长21%。</blockquote></p><p> Ford is expected to report a decline of 20% to 166,547 vehicles in December, compared to a year ago, and a rise of 5.8% over last month.</p><p><blockquote>福特预计 12 月份销量将比去年同期下降 20%，至 166,547 辆，环比增长 5.8%。</blockquote></p><p> On a quarterly basis, Ford is expected to sell a total of 498,428 vehicles, a drop of 7.5% on a year-on-year basis but a rise of 25.3% over the third quarter.</p><p><blockquote>按季度来看，福特预计共售出498,428辆汽车，同比下降7.5%，但比第三季度增长25.3%。</blockquote></p><p> GM is expected to report total sales of 441,426 vehicles in the fourth quarter, implying declines of 42.5% year-on-year and down 0.4% quarter-on-quarter, the report noted.</p><p><blockquote>报告指出，通用汽车预计第四季度总销量为441,426辆，同比下降42.5%，环比下降0.4%。</blockquote></p><p> Historically, December has been a busy month for automakers as they rush to close the calendar year-end targets. This year, automakers around the world have been battling chip shortages to ensure a steady and timely supply to dealerships and customers. Legacy player Ford has earlier said it plans to&nbsp;keep inventories historically low.</p><p><blockquote>从历史上看，12 月对于汽车制造商来说是一个繁忙的月份，因为他们急于完成日历年终目标。今年，世界各地的汽车制造商一直在与芯片短缺作斗争，以确保向经销商和客户稳定、及时地供应芯片。传统汽车制造商福特早些时候表示，计划将库存保持在历史低位。</blockquote></p><p> The report projected incentive spending in December to be down 55% from last year and 51% for the fourth quarter.</p><p><blockquote>该报告预计 12 月份的激励支出将比去年下降 55%，第四季度将下降 51%。</blockquote></p><p> <b>Price Action:</b>&nbsp;Tesla shares closed 7.49% higher at $1,008.87 a share on Wednesday.</p><p><blockquote><b>价格行为：</b>特斯拉股价周三收盘上涨 7.49%，至每股 1,008.87 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140408431","content_text":"Tesla Inc’s fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles from a year ago and 28.8% over the previous quarter, the latest automotive industry forecast from TrueCar reflected on Wednesday.\nWhat Happened:The Elon Musk-led company is expected to deliver 36,300 electric vehicles in the U.S. in December, a jump of 34.7% over last year and about 7% over November, according to TrueCar.\nTesla sold 33,980 electric vehicles in November, the report noted.\nMusk on Wednesday said Tesla is working hard to meet the year-end delivery targets as the electric vehicle maker company’s stock rejoined the $1-trillion-market-cap club.\nTrueCar also forecast total new vehicle sales will reach 1,144,108 units in December, down 27% from a year ago. The research agency estimated December’s seasonally adjusted annualized rate (SAAR) for total light-vehicle sales to be 11.9 million units, down 27% from a year ago.\nHow Will Legacy Players Fare?:Both General Motors Co and Ford Motor Co are expected to report year-on-year declines in December sales due to the low base from a year ago when volumes were hit due to the pandemic and dealers were struggling with inventories.\nThe sales numbers are expected to rise over November for both GM and Ford.\nGM’s December sales are expected to reach 168,640 vehicles, a decline of 42.9% on a year-on-year basis, and a rise of 21% over November.\nFord is expected to report a decline of 20% to 166,547 vehicles in December, compared to a year ago, and a rise of 5.8% over last month.\nOn a quarterly basis, Ford is expected to sell a total of 498,428 vehicles, a drop of 7.5% on a year-on-year basis but a rise of 25.3% over the third quarter.\nGM is expected to report total sales of 441,426 vehicles in the fourth quarter, implying declines of 42.5% year-on-year and down 0.4% quarter-on-quarter, the report noted.\nHistorically, December has been a busy month for automakers as they rush to close the calendar year-end targets. This year, automakers around the world have been battling chip shortages to ensure a steady and timely supply to dealerships and customers. Legacy player Ford has earlier said it plans to keep inventories historically low.\nThe report projected incentive spending in December to be down 55% from last year and 51% for the fourth quarter.\nPrice Action: Tesla shares closed 7.49% higher at $1,008.87 a share on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693798922,"gmtCreate":1640074663741,"gmtModify":1640074663872,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693798922","repostId":"1107450954","repostType":4,"isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693186439,"gmtCreate":1639985889187,"gmtModify":1639985889282,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693186439","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohunote.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","GIS":"通用磨坊",".DJI":"道琼斯","PAYX":"沛齐","CTAS":"信达思",".IXIC":"NASDAQ Composite","MU":"美光科技","KMX":"车美仕"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{".SPX":0.9,"CTAS":0.9,".DJI":0.9,"MU":0.9,"PAYX":0.9,"KMX":0.9,"GIS":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699580963,"gmtCreate":1639838725180,"gmtModify":1639838725310,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699580963","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699016753,"gmtCreate":1639721389573,"gmtModify":1639721389573,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699016753","repostId":"1131354990","repostType":4,"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690192960,"gmtCreate":1639645966152,"gmtModify":1639645966233,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690192960","repostId":"1106505192","repostType":4,"repost":{"id":"1106505192","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":1639645300,"share":"https://www.laohunote.com/m/news/1106505192?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:01","market":"us","language":"en","title":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106505192","media":"Tiger Newspress","summary":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up","content":"<p>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.<img src=\"https://static.tigerbbs.com/4ee1319bd46c7e3ff97c29e98fee8dd9\" tg-width=\"771\" tg-height=\"564\" width=\"100%\" height=\"auto\">Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.</p><p><blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单。特斯拉不仅吸引了大量消费者的兴趣，也吸引了租车公司和相关政府机构的兴趣。Model S 已经存在于加利福尼亚州弗里蒙特警方的车队中。</blockquote></p><p> New York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.</p><p><blockquote>纽约警方也在考虑改用电动汽车，并计划采购一批特斯拉Model 3。</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>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</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 17:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.<img src=\"https://static.tigerbbs.com/4ee1319bd46c7e3ff97c29e98fee8dd9\" tg-width=\"771\" tg-height=\"564\" width=\"100%\" height=\"auto\">Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.</p><p><blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单。特斯拉不仅吸引了大量消费者的兴趣，也吸引了租车公司和相关政府机构的兴趣。Model S 已经存在于加利福尼亚州弗里蒙特警方的车队中。</blockquote></p><p> New York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.</p><p><blockquote>纽约警方也在考虑改用电动汽车，并计划采购一批特斯拉Model 3。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106505192","content_text":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.\nNew York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607784656,"gmtCreate":1639597978983,"gmtModify":1639597979072,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607784656","repostId":"1144281028","repostType":4,"repost":{"id":"1144281028","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":1639596982,"share":"https://www.laohunote.com/m/news/1144281028?lang=zh_CN&edition=full","pubTime":"2021-12-16 03:36","market":"us","language":"en","title":"Powell expects inflation to fall closer to Fed's goal by end of next year<blockquote>鲍威尔预计明年年底通胀将更接近美联储目标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144281028","media":"Tiger Newspress","summary":"Economic growth and \"rapid gains\" in the employment picture are supporting the central bank's decision to accelerate the tapering of its asset purchase program, Federal Reserve Chair Jerome Powell said during his post-FOMC press conference.The recent increase in COVID and the emergence of the Omicron variant \"poses risk to the outlook,\" he said.","content":"<p><ul>  <li>Economic growth and \"rapid gains\" in the employment picture are supporting the central bank's decision to accelerate the tapering of its asset purchase program, Federal Reserve Chair Jerome Powell said during his post-FOMC press conference.</li>  <li>The recent increase in COVID and the emergence of the Omicron variant \"poses risk to the outlook,\" he said.</li>  <li>\"The economy no longer needs increasing amounts of policy support,\" Powell said.</li> </ul> <ul>  <li><b>3:30 PM ET:</b>&nbsp;\"I'm not troubled where the long bond is. We're focused on broader economic issues,\" he said.</li> </ul> <ul>  <li><b>3:23 PM ET:</b>&nbsp;The central bank committee \"hasn't&nbsp;made any decision at all\" on when balance sheet runoff will start. \"We did have a balance sheet issue discussion, we'll have another at the next meeting... we didn't make any decisions today.\"</li>  <li><b>3:22 PM ET:</b>Asset purchase decisions and raising interest rates are two separate decisions. The policymakers haven't yet discussed whether the higher interest rates will immediately follow the winding down of the taper.</li>  <li><b>3:20 PM ET:</b>\"We are at a point after March that we can raise interest rates as and when appropriate,\" he said.</li> </ul> <ul>  <li><b>3:18 PM ET:</b>&nbsp;He thinks cryptocurrency risks are a longer-term risk doesn't think of them as a financial stability concern. Also, he commented that stablecoins are not currently property regulated.</li> </ul> <ul>  <li><b>3:16 PM ET</b>: \"Asset valuations are somewhat elevated,\" he&nbsp; In terms of financial risks, \"businesses have debt, but their default rates are very low.\" Money market funds are a vulnerability. Cyber risk is harder to deal with, he said.</li> </ul> <ul>  <li><b>3:13 PM ET:</b>&nbsp;\"The risk of inflation becoming entrenched has increased. I don't think it's high, but it has increased,\" the Fed chair said. That's a major risk, along with the virus itself, he said.</li> </ul> <ul>  <li><b>3:12 PM ET:</b>Consumer incomes are strong, and spending has been strong, he notes. \"We expect personal consumption expenditures to be very strong in the fourth quarter,\" he said.</li> </ul> <ul>  <li>As of 3:09 PM ET, the Nasdaq&nbsp;climbs 1.0%, the S&amp;P&nbsp;rises 0.9%, and the Dowgains 0.5%.</li>  <li><b>3:08 PM ET:</b>\"It will take time and to get the pandemic under control\" to produce gains in the labor force participation rate, he said.</li> </ul> <ul>  <li><b>3:03 PM ET</b>: \"The inflation that we got was not at all the inflation we were talking about or looking for in the framework,\" Powell said. The post-pandemic inflation was triggered by supply-side barriers, \"a very different kind of inflation\" that was considered in the Fed's policy framework.</li> </ul> <ul>  <li><b>2:58 PM ET:</b>&nbsp;Turning to inflation: \"Wages are not a big part of the high inflation that we're seeing,\" he said. The Fed needs to watch for is if wages were persistently above productivity growth, he added, \"we don't see that yet.\" They're also carefully watching rent increases.</li> </ul> <ul>  <li><b>2:56 PM ET:</b>Powell decided the Fed needed to speed up the taper after the November employment report came out in early December.</li> </ul> <ul>  <li><b>2:53 PM:</b>Even with Omicron posing a risk to the economic outlook, Powell said accelerating the taper is warranted. At this point, \"it's very difficult to say what the economic effect will be...&nbsp;Moving forward the end of the taper is appropriate and Omicron doesn’t have much to do with it.\"</li> </ul> <ul>  <li><b>2:47 PM:</b>While the unemployment rate has improved quickly and stands at about 4.2%, the labor force participation rate has been disappointing, he said. \"I do think it feels likely now that the return to higher LFP is going to take longer.\"</li> </ul> <ul>  <li><b>2:44 PM</b>: He doesn't expect the Fed to start raising rates before the taper ends. It \"wouldn't be appropriate\" to raise rates while still increasing asset purchases, he said.</li>  <li><b>2:42 PM ET:</b>\"We're basically two meetings away from finishing the taper,\" he noted.</li>  <li><b>2:40 PM ET:</b>When asked what maximum employment looks like, Powell said it entails a \"broad range of indicators,\" such as the unemployment rate, labor force participation rate, and others. \"It is admittedly a judgment call because it's a range of factors. We are making rapid progress toward maximum employment.\"</li>  <li>Earlier, the Federal Open Market Committee&nbsp;doubled the pace of tapering&nbsp;to $30B per month as inflation remained elevated and the labor market stayed strong.</li>  <li>The faster pace of winding down the central bank's asset purchases puts it on track to boost rates earlier. Now all of the Fed officials expect at least one rate hike during 2022, with two-thirds of them predicting at least three 25-basis point&nbsp;increases during the year.</li> </ul> </p><p><blockquote><ul><li>美联储主席杰罗姆·鲍威尔在联邦公开市场委员会会议后的新闻发布会上表示，经济增长和就业形势的“快速增长”支持央行加速缩减资产购买计划的决定。</li><li>他说，最近新冠病毒的增加和奥密克戎变种的出现“给前景带来了风险”。</li><li>鲍威尔表示：“经济不再需要越来越多的政策支持。”</li></ul><ul><li><b>美国东部时间下午3:30：</b>“我并不担心长期债券的去向。我们关注的是更广泛的经济问题，”他说。</li></ul><ul><li><b>美国东部时间下午3:23：</b>央行委员会“根本没有就资产负债表决算何时开始做出任何决定”。“我们确实讨论了资产负债表问题，我们将在下次会议上再次讨论……我们今天没有做出任何决定。”</li><li><b>美国东部时间下午3:22：</b>资产购买决策和提高利率是两个独立的决策。政策制定者尚未讨论缩减规模结束后利率是否会立即上升。</li><li><b>美国东部时间下午3:20：</b>“三月份之后，我们可以在适当的时候加息，”他说。</li></ul><ul><li><b>美国东部时间下午3:18：</b>他认为加密货币风险是一种长期风险，并不认为它们是金融稳定问题。此外，他评论说，稳定币目前不受财产监管。</li></ul><ul><li><b>美国东部时间下午3:16</b>：“资产估值有点高，”他在金融风险方面说，“企业有债务，但违约率很低。”货币市场基金是一个漏洞。他说，网络风险更难应对。</li></ul><ul><li><b>美国东部时间下午3:13：</b>美联储主席表示：“通胀根深蒂固的风险增加了。我认为通胀水平不高，但确实增加了。”他说，这是一个重大风险，还有病毒本身。</li></ul><ul><li><b>美国东部时间下午3:12：</b>他指出，消费者收入强劲，支出也强劲。“我们预计第四季度个人消费支出将非常强劲，”他说。</li></ul><ul><li>截至美国东部时间下午3:09，纳斯达克指数上涨1.0%，标准普尔指数上涨0.9%，道琼斯指数上涨0.5%。</li><li><b>美国东部时间下午3:08：</b>他说，“控制疫情需要时间”才能提高劳动力参与率。</li></ul><ul><li><b>美国东部时间下午3:03</b>鲍威尔说：“我们得到的通货膨胀根本不是我们在框架中谈论或寻找的通货膨胀。”大流行后的通胀是由供应方障碍引发的，这是美联储政策框架中考虑的“一种非常不同的通胀”。</li></ul><ul><li><b>美国东部时间下午2:58：</b>转向通胀：“工资并不是我们看到的高通胀的重要组成部分，”他说。他补充说，美联储需要关注工资是否持续高于生产率增长，“我们还没有看到这一点。”他们也在密切关注租金上涨。</li></ul><ul><li><b>美国东部时间下午2:56：</b>鲍威尔在 12 月初发布 11 月份就业报告后决定美联储需要加快缩减规模。</li></ul><ul><li><b>下午2:53：</b>鲍威尔表示，尽管奥密克戎对经济前景构成风险，但加速缩减规模是有必要的。在这一点上，“很难说经济影响会是什么......提前结束缩减规模是合适的，奥密克戎与此无关”。</li></ul><ul><li><b>下午2:47：</b>他说，虽然失业率迅速改善，约为4.2%，但劳动力参与率令人失望。“我确实认为现在感觉恢复到更高的 LFP 可能需要更长的时间。”</li></ul><ul><li><b>下午2:44</b>：他预计美联储不会在缩减规模结束前开始加息。他表示，在增加资产购买的同时提高利率“是不合适的”。</li><li><b>美国东部时间下午2:42：</b>“我们距离完成缩减规模基本上还有两次会议，”他指出。</li><li><b>美国东部时间下午2:40：</b>当被问及最大就业率是多少时，鲍威尔表示，这需要“广泛的指标”，例如失业率、劳动力参与率等。“诚然，这是一个判断看涨期权，因为它涉及一系列因素。我们正在朝着最大限度就业迈进。”</li><li>早些时候，由于通胀居高不下且劳动力市场保持强劲，联邦公开市场委员会将缩减规模的步伐加倍，达到每月 300 亿美元。</li><li>央行缩减资产购买的步伐加快，使其有望提前加息。现在，所有美联储官员预计 2022 年至少加息一次，其中三分之二的人预计年内至少加息三次 25 个基点。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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We're focused on broader economic issues,\" he said.</li> </ul> <ul>  <li><b>3:23 PM ET:</b>&nbsp;The central bank committee \"hasn't&nbsp;made any decision at all\" on when balance sheet runoff will start. \"We did have a balance sheet issue discussion, we'll have another at the next meeting... we didn't make any decisions today.\"</li>  <li><b>3:22 PM ET:</b>Asset purchase decisions and raising interest rates are two separate decisions. The policymakers haven't yet discussed whether the higher interest rates will immediately follow the winding down of the taper.</li>  <li><b>3:20 PM ET:</b>\"We are at a point after March that we can raise interest rates as and when appropriate,\" he said.</li> </ul> <ul>  <li><b>3:18 PM ET:</b>&nbsp;He thinks cryptocurrency risks are a longer-term risk doesn't think of them as a financial stability concern. Also, he commented that stablecoins are not currently property regulated.</li> </ul> <ul>  <li><b>3:16 PM ET</b>: \"Asset valuations are somewhat elevated,\" he&nbsp; In terms of financial risks, \"businesses have debt, but their default rates are very low.\" Money market funds are a vulnerability. Cyber risk is harder to deal with, he said.</li> </ul> <ul>  <li><b>3:13 PM ET:</b>&nbsp;\"The risk of inflation becoming entrenched has increased. I don't think it's high, but it has increased,\" the Fed chair said. That's a major risk, along with the virus itself, he said.</li> </ul> <ul>  <li><b>3:12 PM ET:</b>Consumer incomes are strong, and spending has been strong, he notes. \"We expect personal consumption expenditures to be very strong in the fourth quarter,\" he said.</li> </ul> <ul>  <li>As of 3:09 PM ET, the Nasdaq&nbsp;climbs 1.0%, the S&amp;P&nbsp;rises 0.9%, and the Dowgains 0.5%.</li>  <li><b>3:08 PM ET:</b>\"It will take time and to get the pandemic under control\" to produce gains in the labor force participation rate, he said.</li> </ul> <ul>  <li><b>3:03 PM ET</b>: \"The inflation that we got was not at all the inflation we were talking about or looking for in the framework,\" Powell said. The post-pandemic inflation was triggered by supply-side barriers, \"a very different kind of inflation\" that was considered in the Fed's policy framework.</li> </ul> <ul>  <li><b>2:58 PM ET:</b>&nbsp;Turning to inflation: \"Wages are not a big part of the high inflation that we're seeing,\" he said. The Fed needs to watch for is if wages were persistently above productivity growth, he added, \"we don't see that yet.\" They're also carefully watching rent increases.</li> </ul> <ul>  <li><b>2:56 PM ET:</b>Powell decided the Fed needed to speed up the taper after the November employment report came out in early December.</li> </ul> <ul>  <li><b>2:53 PM:</b>Even with Omicron posing a risk to the economic outlook, Powell said accelerating the taper is warranted. At this point, \"it's very difficult to say what the economic effect will be...&nbsp;Moving forward the end of the taper is appropriate and Omicron doesn’t have much to do with it.\"</li> </ul> <ul>  <li><b>2:47 PM:</b>While the unemployment rate has improved quickly and stands at about 4.2%, the labor force participation rate has been disappointing, he said. \"I do think it feels likely now that the return to higher LFP is going to take longer.\"</li> </ul> <ul>  <li><b>2:44 PM</b>: He doesn't expect the Fed to start raising rates before the taper ends. It \"wouldn't be appropriate\" to raise rates while still increasing asset purchases, he said.</li>  <li><b>2:42 PM ET:</b>\"We're basically two meetings away from finishing the taper,\" he noted.</li>  <li><b>2:40 PM ET:</b>When asked what maximum employment looks like, Powell said it entails a \"broad range of indicators,\" such as the unemployment rate, labor force participation rate, and others. \"It is admittedly a judgment call because it's a range of factors. We are making rapid progress toward maximum employment.\"</li>  <li>Earlier, the Federal Open Market Committee&nbsp;doubled the pace of tapering&nbsp;to $30B per month as inflation remained elevated and the labor market stayed strong.</li>  <li>The faster pace of winding down the central bank's asset purchases puts it on track to boost rates earlier. Now all of the Fed officials expect at least one rate hike during 2022, with two-thirds of them predicting at least three 25-basis point&nbsp;increases during the year.</li> </ul> </p><p><blockquote><ul><li>美联储主席杰罗姆·鲍威尔在联邦公开市场委员会会议后的新闻发布会上表示，经济增长和就业形势的“快速增长”支持央行加速缩减资产购买计划的决定。</li><li>他说，最近新冠病毒的增加和奥密克戎变种的出现“给前景带来了风险”。</li><li>鲍威尔表示：“经济不再需要越来越多的政策支持。”</li></ul><ul><li><b>美国东部时间下午3:30：</b>“我并不担心长期债券的去向。我们关注的是更广泛的经济问题，”他说。</li></ul><ul><li><b>美国东部时间下午3:23：</b>央行委员会“根本没有就资产负债表决算何时开始做出任何决定”。“我们确实讨论了资产负债表问题，我们将在下次会议上再次讨论……我们今天没有做出任何决定。”</li><li><b>美国东部时间下午3:22：</b>资产购买决策和提高利率是两个独立的决策。政策制定者尚未讨论缩减规模结束后利率是否会立即上升。</li><li><b>美国东部时间下午3:20：</b>“三月份之后，我们可以在适当的时候加息，”他说。</li></ul><ul><li><b>美国东部时间下午3:18：</b>他认为加密货币风险是一种长期风险，并不认为它们是金融稳定问题。此外，他评论说，稳定币目前不受财产监管。</li></ul><ul><li><b>美国东部时间下午3:16</b>：“资产估值有点高，”他在金融风险方面说，“企业有债务，但违约率很低。”货币市场基金是一个漏洞。他说，网络风险更难应对。</li></ul><ul><li><b>美国东部时间下午3:13：</b>美联储主席表示：“通胀根深蒂固的风险增加了。我认为通胀水平不高，但确实增加了。”他说，这是一个重大风险，还有病毒本身。</li></ul><ul><li><b>美国东部时间下午3:12：</b>他指出，消费者收入强劲，支出也强劲。“我们预计第四季度个人消费支出将非常强劲，”他说。</li></ul><ul><li>截至美国东部时间下午3:09，纳斯达克指数上涨1.0%，标准普尔指数上涨0.9%，道琼斯指数上涨0.5%。</li><li><b>美国东部时间下午3:08：</b>他说，“控制疫情需要时间”才能提高劳动力参与率。</li></ul><ul><li><b>美国东部时间下午3:03</b>鲍威尔说：“我们得到的通货膨胀根本不是我们在框架中谈论或寻找的通货膨胀。”大流行后的通胀是由供应方障碍引发的，这是美联储政策框架中考虑的“一种非常不同的通胀”。</li></ul><ul><li><b>美国东部时间下午2:58：</b>转向通胀：“工资并不是我们看到的高通胀的重要组成部分，”他说。他补充说，美联储需要关注工资是否持续高于生产率增长，“我们还没有看到这一点。”他们也在密切关注租金上涨。</li></ul><ul><li><b>美国东部时间下午2:56：</b>鲍威尔在 12 月初发布 11 月份就业报告后决定美联储需要加快缩减规模。</li></ul><ul><li><b>下午2:53：</b>鲍威尔表示，尽管奥密克戎对经济前景构成风险，但加速缩减规模是有必要的。在这一点上，“很难说经济影响会是什么......提前结束缩减规模是合适的，奥密克戎与此无关”。</li></ul><ul><li><b>下午2:47：</b>他说，虽然失业率迅速改善，约为4.2%，但劳动力参与率令人失望。“我确实认为现在感觉恢复到更高的 LFP 可能需要更长的时间。”</li></ul><ul><li><b>下午2:44</b>：他预计美联储不会在缩减规模结束前开始加息。他表示，在增加资产购买的同时提高利率“是不合适的”。</li><li><b>美国东部时间下午2:42：</b>“我们距离完成缩减规模基本上还有两次会议，”他指出。</li><li><b>美国东部时间下午2:40：</b>当被问及最大就业率是多少时，鲍威尔表示，这需要“广泛的指标”，例如失业率、劳动力参与率等。“诚然，这是一个判断看涨期权，因为它涉及一系列因素。我们正在朝着最大限度就业迈进。”</li><li>早些时候，由于通胀居高不下且劳动力市场保持强劲，联邦公开市场委员会将缩减规模的步伐加倍，达到每月 300 亿美元。</li><li>央行缩减资产购买的步伐加快，使其有望提前加息。现在，所有美联储官员预计 2022 年至少加息一次，其中三分之二的人预计年内至少加息三次 25 个基点。</li></ul></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":"1144281028","content_text":"Economic growth and \"rapid gains\" in the employment picture are supporting the central bank's decision to accelerate the tapering of its asset purchase program, Federal Reserve Chair Jerome Powell said during his post-FOMC press conference.\nThe recent increase in COVID and the emergence of the Omicron variant \"poses risk to the outlook,\" he said.\n\"The economy no longer needs increasing amounts of policy support,\" Powell said.\n\n\n3:30 PM ET: \"I'm not troubled where the long bond is. We're focused on broader economic issues,\" he said.\n\n\n3:23 PM ET: The central bank committee \"hasn't made any decision at all\" on when balance sheet runoff will start. \"We did have a balance sheet issue discussion, we'll have another at the next meeting... we didn't make any decisions today.\"\n3:22 PM ET:Asset purchase decisions and raising interest rates are two separate decisions. The policymakers haven't yet discussed whether the higher interest rates will immediately follow the winding down of the taper.\n3:20 PM ET:\"We are at a point after March that we can raise interest rates as and when appropriate,\" he said.\n\n\n3:18 PM ET: He thinks cryptocurrency risks are a longer-term risk doesn't think of them as a financial stability concern. Also, he commented that stablecoins are not currently property regulated.\n\n\n3:16 PM ET: \"Asset valuations are somewhat elevated,\" he  In terms of financial risks, \"businesses have debt, but their default rates are very low.\" Money market funds are a vulnerability. Cyber risk is harder to deal with, he said.\n\n\n3:13 PM ET: \"The risk of inflation becoming entrenched has increased. I don't think it's high, but it has increased,\" the Fed chair said. That's a major risk, along with the virus itself, he said.\n\n\n3:12 PM ET:Consumer incomes are strong, and spending has been strong, he notes. \"We expect personal consumption expenditures to be very strong in the fourth quarter,\" he said.\n\n\nAs of 3:09 PM ET, the Nasdaq climbs 1.0%, the S&P rises 0.9%, and the Dowgains 0.5%.\n3:08 PM ET:\"It will take time and to get the pandemic under control\" to produce gains in the labor force participation rate, he said.\n\n\n3:03 PM ET: \"The inflation that we got was not at all the inflation we were talking about or looking for in the framework,\" Powell said. The post-pandemic inflation was triggered by supply-side barriers, \"a very different kind of inflation\" that was considered in the Fed's policy framework.\n\n\n2:58 PM ET: Turning to inflation: \"Wages are not a big part of the high inflation that we're seeing,\" he said. The Fed needs to watch for is if wages were persistently above productivity growth, he added, \"we don't see that yet.\" They're also carefully watching rent increases.\n\n\n2:56 PM ET:Powell decided the Fed needed to speed up the taper after the November employment report came out in early December.\n\n\n2:53 PM:Even with Omicron posing a risk to the economic outlook, Powell said accelerating the taper is warranted. At this point, \"it's very difficult to say what the economic effect will be... Moving forward the end of the taper is appropriate and Omicron doesn’t have much to do with it.\"\n\n\n2:47 PM:While the unemployment rate has improved quickly and stands at about 4.2%, the labor force participation rate has been disappointing, he said. \"I do think it feels likely now that the return to higher LFP is going to take longer.\"\n\n\n2:44 PM: He doesn't expect the Fed to start raising rates before the taper ends. It \"wouldn't be appropriate\" to raise rates while still increasing asset purchases, he said.\n2:42 PM ET:\"We're basically two meetings away from finishing the taper,\" he noted.\n2:40 PM ET:When asked what maximum employment looks like, Powell said it entails a \"broad range of indicators,\" such as the unemployment rate, labor force participation rate, and others. \"It is admittedly a judgment call because it's a range of factors. We are making rapid progress toward maximum employment.\"\nEarlier, the Federal Open Market Committee doubled the pace of tapering to $30B per month as inflation remained elevated and the labor market stayed strong.\nThe faster pace of winding down the central bank's asset purchases puts it on track to boost rates earlier. Now all of the Fed officials expect at least one rate hike during 2022, with two-thirds of them predicting at least three 25-basis point increases during the year.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608261164,"gmtCreate":1638749875153,"gmtModify":1638749875208,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608261164","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</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\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4088":"住宅建筑","GME":"游戏驿站","TOL":"托尔兄弟","CVS":"西维斯健康","COST":"好市多"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"GME":0.9,"CVS":0.9,"TOL":0.9,"COST":0.9}},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844174187,"gmtCreate":1636414346169,"gmtModify":1636414346329,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844174187","repostId":"2182772197","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846996513,"gmtCreate":1636038358753,"gmtModify":1636038358884,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846996513","repostId":"1188696728","repostType":4,"repost":{"id":"1188696728","kind":"news","pubTimestamp":1636037802,"share":"https://www.laohunote.com/m/news/1188696728?lang=zh_CN&edition=full","pubTime":"2021-11-04 22:56","market":"us","language":"en","title":"Walmart: A Smart Defensive Choice During Bear Markets<blockquote>沃尔玛：熊市期间明智的防御选择</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188696728","media":"Seeking Alpha","summary":"Summary\n\nWalmart has underperformed the strong market advance of 2021, but should survive far better","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Walmart has underperformed the strong market advance of 2021, but should survive far better than the S&amp;P 500 average given a serious bear phase is next.</li>  <li>Historically, Walmart is a top choice to own during sell-offs on Wall Street.</li>  <li>An above-average dividend yield story vs. peers and the S&amp;P 500 is noteworthy.</li>  <li>Its basic valuation setup is closer to a normal trading range than the majority of U.S. blue-chip equity investments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac653c37659c9a42795602c367ced74a\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>LarryHerfindal/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>沃尔玛的表现不如 2021 年的强劲市场表现，但考虑到接下来将是一个严重的熊市阶段，沃尔玛的表现应该会比标普500平均水平好得多。</li><li>从历史上看，沃尔玛是华尔街抛售期间持有的首选。</li><li>值得注意的是，与同行和标普500相比，股息收益率高于平均水平。</li><li>其基本估值设置比大多数美国蓝筹股投资更接近正常交易范围。</li></ul><p class=\"t-img-caption\"><span>LarryHerfindal/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> My feelings on&nbsp;<b>Walmart</b>(WMT) have been mixed to neutral for a number of years. Slow but steady growth trends in the overall U.S. economy have produced an annualized total return of +14% the past five years, about what has been generated by Wall Street equity investments generally. My last mention of the company in an&nbsp;article here during August 2020&nbsp;found a standoff between positive and negative forces for the stock, with an expectation of an eventual decline in price. While a meaningful sell-off never materialized, its performance has been particularly lackluster vs. other U.S. stocks, general merchandise peers, and the rest of the retail industry since then, pictured below. My comparison group includes&nbsp;<b>Target</b>(TGT),<b>Costco</b>(COST),<b>Dollar General</b>(DG), and&nbsp;<b>Amazon</b>(AMZN), plus the&nbsp;<b>Invesco NASDAQ 100 ETF</b>(QQQ),<b>SPDR S&amp;P 500 ETF</b>(SPY), and&nbsp;<b>SPDR S&amp;P Retail ETF</b>(XRT).</p><p><blockquote>我的感受<b>沃尔玛</b>（WMT）多年来一直混合到中性。美国整体经济缓慢但稳定的增长趋势在过去五年中产生了+14%的年化总回报率，大约是华尔街股票投资的总体回报率。我最后一次在 2020 年 8 月的一篇文章中提到该公司是在该股的积极和消极力量之间，预计价格最终会下跌。虽然有意义的抛售从未实现，但自那时以来，与其他美国股票、百货商店同行和零售行业的其他公司相比，其表现尤其黯淡，如下图所示。我的对照组包括<b>目标</b>（TGT），<b>好市多</b>（成本），<b>一般美元</b>（DG），和<b>亚马逊</b>(AMZN)，加上<b>景顺纳斯达克 100 ETF</b>（QQQ），<b>SPDR标普500 ETF</b>（SPDR标普500指数ETF），以及<b>SPDR 标准普尔零售 ETF</b>（XRT）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42bcf1a67f9f79c255437d68c2a5ac77\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The silver lining for Walmart shareholders is the company may be better situated for a major bear market on Wall Street and/or the appearance of another recession, than the vast majority of individual stocks you can buy in early November. Defensive trading characteristics in the past, an interesting dividend story today, and a worthwhile \"relative\" valuation are all arguments to stay the course (assuming you already own a position), or seriously consider purchasing a stake in this mega-cap blue chip. If you are worried about a sizable equity market setback like I am, Walmart could be an excellent place to park some investment capital, especially inside hedged long/short portfolio designs.</p><p><blockquote>对沃尔玛股东来说，一线希望是，与 11 月初可以购买的绝大多数个股相比，该公司可能更适合华尔街的大熊市和/或另一场衰退的出现。过去的防御性交易特征、今天有趣的股息故事以及有价值的“相对”估值都是坚持下去的理由（假设您已经拥有头寸），或者认真考虑购买这只大型蓝筹股的股份。如果你像我一样担心股市会遭遇重大挫折，沃尔玛可能是存放一些投资资本的绝佳场所，尤其是在对冲多空投资组合设计中。</blockquote></p><p> <b>Outperformance in Bear Markets</b></p><p><blockquote><b>熊市中的优异表现</b></blockquote></p><p> For students of market history, Walmart has been the most consistent \"outperformer\" in the retail group during past bear markets of greater than 15%, over the last two decades. Below are total return performance graphs vs. the same peer business group and general market indexes. The pandemic panic drop between January and the end of March 2020 is pictured, alongside the late 2018 FED tightening drawdown, second half of 2011 U.S. Treasury downgrade selling, late 2007 to March 2009 Great Recession, and Dotcom bust of September 2000 to October 2002. Believe it or not, Walmart traded flat to higher for investors during each of these equity market liquidation spans! [Dollar General and the SPDR Retail ETF did not exist in the last two examples.]</p><p><blockquote>对于市场历史的学生来说，在过去二十年超过15%的熊市中，沃尔玛一直是零售集团中最稳定的“跑赢大盘”。以下是与相同同行业务集团和一般市场指数的总回报表现图。图为2020年1月至3月底期间的疫情恐慌下降，以及2018年底美联储紧缩政策缩减、2011年下半年美国国债降级抛售、2007年底至2009年3月的大衰退以及2000年9月至2002年10月的互联网泡沫。信不信由你，在每次股市清算期间，沃尔玛的交易价格都持平至上涨![Dollar General 和 SPDR 零售 ETF 在最后两个示例中不存在。]</blockquote></p><p> <img src=\"https://static.tigerbbs.com/da53b54d234b335d31e7fdffd3f7648c\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/8d40249863e58e5fefa2d9352ede5857\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9b775dc9e021038acdc6be3ed7b0c0b2\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/453bbdfa018833c99be8cb486edb6321\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9c44c2e2edbb68024dc9f3749c5cfaa6\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Dividend Yield</b></p><p><blockquote><b>股息收益率</b></blockquote></p><p> Walmart's dividend yield has been on the higher end of the range vs. major competitors and the S&amp;P 500 for a number of years, but has now morphed into the dividend leader for our peer group since summertime. The 1.46% yield is far from extraordinary vs. America's rising inflation rate backdrop in 2021. The good news regarding inflation is the company should be able to easily pass along rising goods pricing and labor costs, as consumers are flush with cash. If Walmart cannot raise prices to consumers in the future, the whole economy and equity market is in serious trouble. In addition, the $2.20 dividend represents 20% of trailing cash flow generation, and 30% of expected forward earnings. If the economy is functioning more normally next year (as pandemic issues fade), Walmart could raise its dividend payout far stronger than the few pennies per year increase of late.</p><p><blockquote>与主要竞争对手和标普500相比，沃尔玛的股息收益率多年来一直处于较高水平，但自夏季以来，沃尔玛的股息收益率已成为我们同行群体的股息领先者。与 2021 年美国通胀率上升的背景相比，1.46% 的收益率远非非同寻常。关于通货膨胀的好消息是，随着消费者现金充裕，该公司应该能够轻松应对不断上涨的商品价格和劳动力成本。如果沃尔玛未来不能向消费者提价，整个经济和股票市场都陷入了严重的麻烦。此外，2.20 美元的股息代表过往现金流产生的 20%，以及预期未来收益的 30%。如果明年经济运行更加正常（随着疫情问题的消退），沃尔玛可能会将股息支付提高到比最近每年几美分的增幅要大得多。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/880c8914579ba9a0121c7af57951b4c2\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/86eedae89f82dc9e6b367067ad08d7d4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Improving Relative Valuation</b></p><p><blockquote><b>提高相对估值</b></blockquote></p><p> Compared to the top online merchandiser, other national supercenter chains, and the main low-rent dollar store, Walmart holds the lowest price to forward 1-year sales multiple. Plus, valuations on price to earnings estimates into 2022-23 are starting to make a stronger case for Walmart ownership.</p><p><blockquote>与顶级在线零售商、其他全国超级连锁店和主要的低租金一元店相比，沃尔玛拥有最低的远期1年销售额倍数价格。此外，对 2022-23 年市盈率的估值开始为沃尔玛的所有权提供更有力的理由。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e9f31af8e2e6e27dc583ee96e195aead\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/24e679deafc2840bb793b4a3e554bb18\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Basic analysis of Walmart's underlying fundamental worth highlights a stock that is fairly priced vs. the last 30 years of trading. Price to trailing annual sales, cash flow and book value are on the high end of trading the last decade, but well below normal on a 30-year review (although potential growth rates were higher decades ago). A normalized P/E of less than 25x into 2022 is also very average for Walmart historically. In context, you might expect a more expensive position from America's leading physical-store retailer during arguably the most overvalued condition ever for U.S. equities in late 2021. If you think Walmart is too expensive, then about 90% of Wall Street alternatives should also logically be avoided. My conclusion: if you can gulp high valuations from the current market, Walmart's underlying business setup is worthy of your consideration.</p><p><blockquote>对沃尔玛潜在基本面价值的基本分析凸显了与过去 30 年交易相比定价合理的股票。过去十年的年销售额、现金流和账面价值的价格处于交易的高端，但远低于正常水平（尽管几十年前的潜在增长率更高）。从历史上看，沃尔玛到 2022 年的标准化市盈率低于 25 倍也是非常平均水平的。在此背景下，在 2021 年底美国股市有史以来最高估的情况下，您可能会预期这家美国领先的实体店零售商会持有更昂贵的头寸。如果你认为沃尔玛太贵，那么从逻辑上讲，大约90%的华尔街替代品也应该避免。我的结论是：如果你能从当前市场上吞下高估值，沃尔玛的潜在业务设置值得你考虑。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9453bbd28ab7c5542b64b4d5b1f02418\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> My family uses the curbside pickup service at our local Walmart, a reaction to the pandemic. We actually love the experience and time saved. So, this invention will remain part of our shopping routine into the future. We tried the Walmart+ free delivery service. It's turned into a complete fiasco. Sometimes we'll receive six or seven deliveries off our same order from various gig-economy&nbsp;<b>DoorDash</b>(DASH) car drivers, each with a few items from different stores and warehouses in the area (requiring a tip for our \"free\" delivery), on top of a&nbsp;<b>FedEx</b>(FDX) box or two a week later. If you want to know what's messing up the supply chain inside America, the Walmart+ creation is another suspect. Somehow, management needs to figure out a better single delivery routine for online orders.</p><p><blockquote>我家在我们当地的沃尔玛使用路边取货服务，这是对疫情的一种反应。我们真的很喜欢这种体验和节省的时间。因此，这项发明在未来仍将是我们日常购物的一部分。我们尝试了沃尔玛+免费送货服务。变成了一场彻底的惨败。有时我们会收到来自各种零工经济的六七个订单<b>DoorDash</b>(DASH) 汽车司机，每人从该地区不同的商店和仓库携带一些物品（需要小费才能获得我们的“免费”送货），上面有一个<b>联邦快递</b>（FDX）一周后一两个盒子。如果你想知道是什么在扰乱美国的供应链，沃尔玛+的创造是另一个嫌疑人。不知何故，管理层需要为在线订单找到一个更好的单一交付程序。</blockquote></p><p> Walmart's Seeking Alpha&nbsp;<i>Quant Ranking</i>&nbsp;is above-average vs. retailing peers and the overall stock market, pictured below. This score fits with my research and thinking. The company has a solid footing for minor gains, although a monster climb seems unlikely from $149 a share.</p><p><blockquote>沃尔玛寻求阿尔法<i>量化排序</i>与零售同行和整体股票市场相比，高于平均水平，如下图所示。这个分数符合我的研究和思考。该公司拥有小幅上涨的坚实基础，尽管从每股 149 美元开始大幅上涨似乎不太可能。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad55f3058b3fa946e72a602aa4db5536\" tg-width=\"302\" tg-height=\"256\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> I rate the technical chart pattern as constructive, but lacking standout accumulation patterns. Momentum analysis suggests a market-neutral to slightly bullish future.</p><p><blockquote>我认为技术图表模式是建设性的，但缺乏突出的积累模式。动量分析表明市场中性至略微看涨的未来。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c9d88e8c5b5ba131be1d7ee7186f251\" tg-width=\"700\" tg-height=\"639\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> To me, based on 35 years of trading experience, playing defense in portfolio construction should be your primary goal at the end of 2021. Walmart's strong outperformance history during previous Wall Street shakeouts, and a relative valuation setup that looks quite reasonable are the excuses for me to become more positive on its investment outlook.</p><p><blockquote>对我来说，基于 35 年的交易经验，在投资组合构建中发挥防御作用应该是您在 2021 年底的主要目标。沃尔玛在之前的华尔街洗牌期间表现出色，以及看起来相当合理的相对估值设置，是我对其投资前景更加乐观的借口。</blockquote></p><p> The biggest risks are macroeconomic in nature, including the possibility of a stock market crash, or a black swan geopolitical confrontation with China. Both scenarios would send all stocks dramatically lower, including Walmart.</p><p><blockquote>最大的风险本质上是宏观经济方面的，包括股市崩盘的可能性，或者与中国发生黑天鹅地缘政治对抗。这两种情况都会导致所有股票大幅下跌，包括沃尔玛。</blockquote></p><p> Outside of these super-bear developments, I am projecting single digit total returns from Walmart in the 5-10% range annually over the next 3-5 years. While this forecast may sound uninspiring, if the S&amp;P 500 ends up declining -20% to -30% over the equivalent period as interest rates rise and valuations come back to earth, a +15% to +40% net gain in Walmart shares may prove a truly bullish result into 2024-26. Again, the potential for dramatic outperformance in a bear market during 2022 is my primary bullish thesis.</p><p><blockquote>除了这些超级熊市的发展之外，我预计沃尔玛在未来 3-5 年内每年的个位数总回报率将在 5-10% 范围内。虽然这一预测听起来可能乏善可陈，但如果随着利率上升和估值回归现实，标普500最终在同期下跌 -20% 至 -30%，沃尔玛股票净收益 +15% 至 +40% 可能会被证明是一个真正的看涨结果到 2024-26 年。同样，我的主要看涨论点是 2022 年熊市中表现大幅优异的可能性。</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>Walmart: A Smart Defensive Choice During Bear Markets<blockquote>沃尔玛：熊市期间明智的防御选择</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\">\nWalmart: A Smart Defensive Choice During Bear Markets<blockquote>沃尔玛：熊市期间明智的防御选择</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-04 22:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Walmart has underperformed the strong market advance of 2021, but should survive far better than the S&amp;P 500 average given a serious bear phase is next.</li>  <li>Historically, Walmart is a top choice to own during sell-offs on Wall Street.</li>  <li>An above-average dividend yield story vs. peers and the S&amp;P 500 is noteworthy.</li>  <li>Its basic valuation setup is closer to a normal trading range than the majority of U.S. blue-chip equity investments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac653c37659c9a42795602c367ced74a\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>LarryHerfindal/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>沃尔玛的表现不如 2021 年的强劲市场表现，但考虑到接下来将是一个严重的熊市阶段，沃尔玛的表现应该会比标普500平均水平好得多。</li><li>从历史上看，沃尔玛是华尔街抛售期间持有的首选。</li><li>值得注意的是，与同行和标普500相比，股息收益率高于平均水平。</li><li>其基本估值设置比大多数美国蓝筹股投资更接近正常交易范围。</li></ul><p class=\"t-img-caption\"><span>LarryHerfindal/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> My feelings on&nbsp;<b>Walmart</b>(WMT) have been mixed to neutral for a number of years. Slow but steady growth trends in the overall U.S. economy have produced an annualized total return of +14% the past five years, about what has been generated by Wall Street equity investments generally. My last mention of the company in an&nbsp;article here during August 2020&nbsp;found a standoff between positive and negative forces for the stock, with an expectation of an eventual decline in price. While a meaningful sell-off never materialized, its performance has been particularly lackluster vs. other U.S. stocks, general merchandise peers, and the rest of the retail industry since then, pictured below. My comparison group includes&nbsp;<b>Target</b>(TGT),<b>Costco</b>(COST),<b>Dollar General</b>(DG), and&nbsp;<b>Amazon</b>(AMZN), plus the&nbsp;<b>Invesco NASDAQ 100 ETF</b>(QQQ),<b>SPDR S&amp;P 500 ETF</b>(SPY), and&nbsp;<b>SPDR S&amp;P Retail ETF</b>(XRT).</p><p><blockquote>我的感受<b>沃尔玛</b>（WMT）多年来一直混合到中性。美国整体经济缓慢但稳定的增长趋势在过去五年中产生了+14%的年化总回报率，大约是华尔街股票投资的总体回报率。我最后一次在 2020 年 8 月的一篇文章中提到该公司是在该股的积极和消极力量之间，预计价格最终会下跌。虽然有意义的抛售从未实现，但自那时以来，与其他美国股票、百货商店同行和零售行业的其他公司相比，其表现尤其黯淡，如下图所示。我的对照组包括<b>目标</b>（TGT），<b>好市多</b>（成本），<b>一般美元</b>（DG），和<b>亚马逊</b>(AMZN)，加上<b>景顺纳斯达克 100 ETF</b>（QQQ），<b>SPDR标普500 ETF</b>（SPDR标普500指数ETF），以及<b>SPDR 标准普尔零售 ETF</b>（XRT）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42bcf1a67f9f79c255437d68c2a5ac77\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The silver lining for Walmart shareholders is the company may be better situated for a major bear market on Wall Street and/or the appearance of another recession, than the vast majority of individual stocks you can buy in early November. Defensive trading characteristics in the past, an interesting dividend story today, and a worthwhile \"relative\" valuation are all arguments to stay the course (assuming you already own a position), or seriously consider purchasing a stake in this mega-cap blue chip. If you are worried about a sizable equity market setback like I am, Walmart could be an excellent place to park some investment capital, especially inside hedged long/short portfolio designs.</p><p><blockquote>对沃尔玛股东来说，一线希望是，与 11 月初可以购买的绝大多数个股相比，该公司可能更适合华尔街的大熊市和/或另一场衰退的出现。过去的防御性交易特征、今天有趣的股息故事以及有价值的“相对”估值都是坚持下去的理由（假设您已经拥有头寸），或者认真考虑购买这只大型蓝筹股的股份。如果你像我一样担心股市会遭遇重大挫折，沃尔玛可能是存放一些投资资本的绝佳场所，尤其是在对冲多空投资组合设计中。</blockquote></p><p> <b>Outperformance in Bear Markets</b></p><p><blockquote><b>熊市中的优异表现</b></blockquote></p><p> For students of market history, Walmart has been the most consistent \"outperformer\" in the retail group during past bear markets of greater than 15%, over the last two decades. Below are total return performance graphs vs. the same peer business group and general market indexes. The pandemic panic drop between January and the end of March 2020 is pictured, alongside the late 2018 FED tightening drawdown, second half of 2011 U.S. Treasury downgrade selling, late 2007 to March 2009 Great Recession, and Dotcom bust of September 2000 to October 2002. Believe it or not, Walmart traded flat to higher for investors during each of these equity market liquidation spans! [Dollar General and the SPDR Retail ETF did not exist in the last two examples.]</p><p><blockquote>对于市场历史的学生来说，在过去二十年超过15%的熊市中，沃尔玛一直是零售集团中最稳定的“跑赢大盘”。以下是与相同同行业务集团和一般市场指数的总回报表现图。图为2020年1月至3月底期间的疫情恐慌下降，以及2018年底美联储紧缩政策缩减、2011年下半年美国国债降级抛售、2007年底至2009年3月的大衰退以及2000年9月至2002年10月的互联网泡沫。信不信由你，在每次股市清算期间，沃尔玛的交易价格都持平至上涨![Dollar General 和 SPDR 零售 ETF 在最后两个示例中不存在。]</blockquote></p><p> <img src=\"https://static.tigerbbs.com/da53b54d234b335d31e7fdffd3f7648c\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/8d40249863e58e5fefa2d9352ede5857\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9b775dc9e021038acdc6be3ed7b0c0b2\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/453bbdfa018833c99be8cb486edb6321\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9c44c2e2edbb68024dc9f3749c5cfaa6\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Dividend Yield</b></p><p><blockquote><b>股息收益率</b></blockquote></p><p> Walmart's dividend yield has been on the higher end of the range vs. major competitors and the S&amp;P 500 for a number of years, but has now morphed into the dividend leader for our peer group since summertime. The 1.46% yield is far from extraordinary vs. America's rising inflation rate backdrop in 2021. The good news regarding inflation is the company should be able to easily pass along rising goods pricing and labor costs, as consumers are flush with cash. If Walmart cannot raise prices to consumers in the future, the whole economy and equity market is in serious trouble. In addition, the $2.20 dividend represents 20% of trailing cash flow generation, and 30% of expected forward earnings. If the economy is functioning more normally next year (as pandemic issues fade), Walmart could raise its dividend payout far stronger than the few pennies per year increase of late.</p><p><blockquote>与主要竞争对手和标普500相比，沃尔玛的股息收益率多年来一直处于较高水平，但自夏季以来，沃尔玛的股息收益率已成为我们同行群体的股息领先者。与 2021 年美国通胀率上升的背景相比，1.46% 的收益率远非非同寻常。关于通货膨胀的好消息是，随着消费者现金充裕，该公司应该能够轻松应对不断上涨的商品价格和劳动力成本。如果沃尔玛未来不能向消费者提价，整个经济和股票市场都陷入了严重的麻烦。此外，2.20 美元的股息代表过往现金流产生的 20%，以及预期未来收益的 30%。如果明年经济运行更加正常（随着疫情问题的消退），沃尔玛可能会将股息支付提高到比最近每年几美分的增幅要大得多。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/880c8914579ba9a0121c7af57951b4c2\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/86eedae89f82dc9e6b367067ad08d7d4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Improving Relative Valuation</b></p><p><blockquote><b>提高相对估值</b></blockquote></p><p> Compared to the top online merchandiser, other national supercenter chains, and the main low-rent dollar store, Walmart holds the lowest price to forward 1-year sales multiple. Plus, valuations on price to earnings estimates into 2022-23 are starting to make a stronger case for Walmart ownership.</p><p><blockquote>与顶级在线零售商、其他全国超级连锁店和主要的低租金一元店相比，沃尔玛拥有最低的远期1年销售额倍数价格。此外，对 2022-23 年市盈率的估值开始为沃尔玛的所有权提供更有力的理由。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e9f31af8e2e6e27dc583ee96e195aead\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/24e679deafc2840bb793b4a3e554bb18\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Basic analysis of Walmart's underlying fundamental worth highlights a stock that is fairly priced vs. the last 30 years of trading. Price to trailing annual sales, cash flow and book value are on the high end of trading the last decade, but well below normal on a 30-year review (although potential growth rates were higher decades ago). A normalized P/E of less than 25x into 2022 is also very average for Walmart historically. In context, you might expect a more expensive position from America's leading physical-store retailer during arguably the most overvalued condition ever for U.S. equities in late 2021. If you think Walmart is too expensive, then about 90% of Wall Street alternatives should also logically be avoided. My conclusion: if you can gulp high valuations from the current market, Walmart's underlying business setup is worthy of your consideration.</p><p><blockquote>对沃尔玛潜在基本面价值的基本分析凸显了与过去 30 年交易相比定价合理的股票。过去十年的年销售额、现金流和账面价值的价格处于交易的高端，但远低于正常水平（尽管几十年前的潜在增长率更高）。从历史上看，沃尔玛到 2022 年的标准化市盈率低于 25 倍也是非常平均水平的。在此背景下，在 2021 年底美国股市有史以来最高估的情况下，您可能会预期这家美国领先的实体店零售商会持有更昂贵的头寸。如果你认为沃尔玛太贵，那么从逻辑上讲，大约90%的华尔街替代品也应该避免。我的结论是：如果你能从当前市场上吞下高估值，沃尔玛的潜在业务设置值得你考虑。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9453bbd28ab7c5542b64b4d5b1f02418\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> My family uses the curbside pickup service at our local Walmart, a reaction to the pandemic. We actually love the experience and time saved. So, this invention will remain part of our shopping routine into the future. We tried the Walmart+ free delivery service. It's turned into a complete fiasco. Sometimes we'll receive six or seven deliveries off our same order from various gig-economy&nbsp;<b>DoorDash</b>(DASH) car drivers, each with a few items from different stores and warehouses in the area (requiring a tip for our \"free\" delivery), on top of a&nbsp;<b>FedEx</b>(FDX) box or two a week later. If you want to know what's messing up the supply chain inside America, the Walmart+ creation is another suspect. Somehow, management needs to figure out a better single delivery routine for online orders.</p><p><blockquote>我家在我们当地的沃尔玛使用路边取货服务，这是对疫情的一种反应。我们真的很喜欢这种体验和节省的时间。因此，这项发明在未来仍将是我们日常购物的一部分。我们尝试了沃尔玛+免费送货服务。变成了一场彻底的惨败。有时我们会收到来自各种零工经济的六七个订单<b>DoorDash</b>(DASH) 汽车司机，每人从该地区不同的商店和仓库携带一些物品（需要小费才能获得我们的“免费”送货），上面有一个<b>联邦快递</b>（FDX）一周后一两个盒子。如果你想知道是什么在扰乱美国的供应链，沃尔玛+的创造是另一个嫌疑人。不知何故，管理层需要为在线订单找到一个更好的单一交付程序。</blockquote></p><p> Walmart's Seeking Alpha&nbsp;<i>Quant Ranking</i>&nbsp;is above-average vs. retailing peers and the overall stock market, pictured below. This score fits with my research and thinking. The company has a solid footing for minor gains, although a monster climb seems unlikely from $149 a share.</p><p><blockquote>沃尔玛寻求阿尔法<i>量化排序</i>与零售同行和整体股票市场相比，高于平均水平，如下图所示。这个分数符合我的研究和思考。该公司拥有小幅上涨的坚实基础，尽管从每股 149 美元开始大幅上涨似乎不太可能。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad55f3058b3fa946e72a602aa4db5536\" tg-width=\"302\" tg-height=\"256\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> I rate the technical chart pattern as constructive, but lacking standout accumulation patterns. Momentum analysis suggests a market-neutral to slightly bullish future.</p><p><blockquote>我认为技术图表模式是建设性的，但缺乏突出的积累模式。动量分析表明市场中性至略微看涨的未来。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c9d88e8c5b5ba131be1d7ee7186f251\" tg-width=\"700\" tg-height=\"639\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> To me, based on 35 years of trading experience, playing defense in portfolio construction should be your primary goal at the end of 2021. Walmart's strong outperformance history during previous Wall Street shakeouts, and a relative valuation setup that looks quite reasonable are the excuses for me to become more positive on its investment outlook.</p><p><blockquote>对我来说，基于 35 年的交易经验，在投资组合构建中发挥防御作用应该是您在 2021 年底的主要目标。沃尔玛在之前的华尔街洗牌期间表现出色，以及看起来相当合理的相对估值设置，是我对其投资前景更加乐观的借口。</blockquote></p><p> The biggest risks are macroeconomic in nature, including the possibility of a stock market crash, or a black swan geopolitical confrontation with China. Both scenarios would send all stocks dramatically lower, including Walmart.</p><p><blockquote>最大的风险本质上是宏观经济方面的，包括股市崩盘的可能性，或者与中国发生黑天鹅地缘政治对抗。这两种情况都会导致所有股票大幅下跌，包括沃尔玛。</blockquote></p><p> Outside of these super-bear developments, I am projecting single digit total returns from Walmart in the 5-10% range annually over the next 3-5 years. While this forecast may sound uninspiring, if the S&amp;P 500 ends up declining -20% to -30% over the equivalent period as interest rates rise and valuations come back to earth, a +15% to +40% net gain in Walmart shares may prove a truly bullish result into 2024-26. Again, the potential for dramatic outperformance in a bear market during 2022 is my primary bullish thesis.</p><p><blockquote>除了这些超级熊市的发展之外，我预计沃尔玛在未来 3-5 年内每年的个位数总回报率将在 5-10% 范围内。虽然这一预测听起来可能乏善可陈，但如果随着利率上升和估值回归现实，标普500最终在同期下跌 -20% 至 -30%，沃尔玛股票净收益 +15% 至 +40% 可能会被证明是一个真正的看涨结果到 2024-26 年。同样，我的主要看涨论点是 2022 年熊市中表现大幅优异的可能性。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4465356-walmart-a-smart-defensive-choice\">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":{"WMT":"沃尔玛"},"source_url":"https://seekingalpha.com/article/4465356-walmart-a-smart-defensive-choice","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188696728","content_text":"Summary\n\nWalmart has underperformed the strong market advance of 2021, but should survive far better than the S&P 500 average given a serious bear phase is next.\nHistorically, Walmart is a top choice to own during sell-offs on Wall Street.\nAn above-average dividend yield story vs. peers and the S&P 500 is noteworthy.\nIts basic valuation setup is closer to a normal trading range than the majority of U.S. blue-chip equity investments.\n\nLarryHerfindal/iStock Unreleased via Getty Images\nMy feelings on Walmart(WMT) have been mixed to neutral for a number of years. Slow but steady growth trends in the overall U.S. economy have produced an annualized total return of +14% the past five years, about what has been generated by Wall Street equity investments generally. My last mention of the company in an article here during August 2020 found a standoff between positive and negative forces for the stock, with an expectation of an eventual decline in price. While a meaningful sell-off never materialized, its performance has been particularly lackluster vs. other U.S. stocks, general merchandise peers, and the rest of the retail industry since then, pictured below. My comparison group includes Target(TGT),Costco(COST),Dollar General(DG), and Amazon(AMZN), plus the Invesco NASDAQ 100 ETF(QQQ),SPDR S&P 500 ETF(SPY), and SPDR S&P Retail ETF(XRT).\n\nThe silver lining for Walmart shareholders is the company may be better situated for a major bear market on Wall Street and/or the appearance of another recession, than the vast majority of individual stocks you can buy in early November. Defensive trading characteristics in the past, an interesting dividend story today, and a worthwhile \"relative\" valuation are all arguments to stay the course (assuming you already own a position), or seriously consider purchasing a stake in this mega-cap blue chip. If you are worried about a sizable equity market setback like I am, Walmart could be an excellent place to park some investment capital, especially inside hedged long/short portfolio designs.\nOutperformance in Bear Markets\nFor students of market history, Walmart has been the most consistent \"outperformer\" in the retail group during past bear markets of greater than 15%, over the last two decades. Below are total return performance graphs vs. the same peer business group and general market indexes. The pandemic panic drop between January and the end of March 2020 is pictured, alongside the late 2018 FED tightening drawdown, second half of 2011 U.S. Treasury downgrade selling, late 2007 to March 2009 Great Recession, and Dotcom bust of September 2000 to October 2002. Believe it or not, Walmart traded flat to higher for investors during each of these equity market liquidation spans! [Dollar General and the SPDR Retail ETF did not exist in the last two examples.]\n\nDividend Yield\nWalmart's dividend yield has been on the higher end of the range vs. major competitors and the S&P 500 for a number of years, but has now morphed into the dividend leader for our peer group since summertime. The 1.46% yield is far from extraordinary vs. America's rising inflation rate backdrop in 2021. The good news regarding inflation is the company should be able to easily pass along rising goods pricing and labor costs, as consumers are flush with cash. If Walmart cannot raise prices to consumers in the future, the whole economy and equity market is in serious trouble. In addition, the $2.20 dividend represents 20% of trailing cash flow generation, and 30% of expected forward earnings. If the economy is functioning more normally next year (as pandemic issues fade), Walmart could raise its dividend payout far stronger than the few pennies per year increase of late.\n\nImproving Relative Valuation\nCompared to the top online merchandiser, other national supercenter chains, and the main low-rent dollar store, Walmart holds the lowest price to forward 1-year sales multiple. Plus, valuations on price to earnings estimates into 2022-23 are starting to make a stronger case for Walmart ownership.\n\nBasic analysis of Walmart's underlying fundamental worth highlights a stock that is fairly priced vs. the last 30 years of trading. Price to trailing annual sales, cash flow and book value are on the high end of trading the last decade, but well below normal on a 30-year review (although potential growth rates were higher decades ago). A normalized P/E of less than 25x into 2022 is also very average for Walmart historically. In context, you might expect a more expensive position from America's leading physical-store retailer during arguably the most overvalued condition ever for U.S. equities in late 2021. If you think Walmart is too expensive, then about 90% of Wall Street alternatives should also logically be avoided. My conclusion: if you can gulp high valuations from the current market, Walmart's underlying business setup is worthy of your consideration.\n\nFinal Thoughts\nMy family uses the curbside pickup service at our local Walmart, a reaction to the pandemic. We actually love the experience and time saved. So, this invention will remain part of our shopping routine into the future. We tried the Walmart+ free delivery service. It's turned into a complete fiasco. Sometimes we'll receive six or seven deliveries off our same order from various gig-economy DoorDash(DASH) car drivers, each with a few items from different stores and warehouses in the area (requiring a tip for our \"free\" delivery), on top of a FedEx(FDX) box or two a week later. If you want to know what's messing up the supply chain inside America, the Walmart+ creation is another suspect. Somehow, management needs to figure out a better single delivery routine for online orders.\nWalmart's Seeking Alpha Quant Ranking is above-average vs. retailing peers and the overall stock market, pictured below. This score fits with my research and thinking. The company has a solid footing for minor gains, although a monster climb seems unlikely from $149 a share.\n\nI rate the technical chart pattern as constructive, but lacking standout accumulation patterns. Momentum analysis suggests a market-neutral to slightly bullish future.\n\nTo me, based on 35 years of trading experience, playing defense in portfolio construction should be your primary goal at the end of 2021. Walmart's strong outperformance history during previous Wall Street shakeouts, and a relative valuation setup that looks quite reasonable are the excuses for me to become more positive on its investment outlook.\nThe biggest risks are macroeconomic in nature, including the possibility of a stock market crash, or a black swan geopolitical confrontation with China. Both scenarios would send all stocks dramatically lower, including Walmart.\nOutside of these super-bear developments, I am projecting single digit total returns from Walmart in the 5-10% range annually over the next 3-5 years. While this forecast may sound uninspiring, if the S&P 500 ends up declining -20% to -30% over the equivalent period as interest rates rise and valuations come back to earth, a +15% to +40% net gain in Walmart shares may prove a truly bullish result into 2024-26. Again, the potential for dramatic outperformance in a bear market during 2022 is my primary bullish thesis.","news_type":1,"symbols_score_info":{"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841495360,"gmtCreate":1635931545193,"gmtModify":1635931590029,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/841495360","repostId":"1118295005","repostType":4,"repost":{"id":"1118295005","kind":"news","pubTimestamp":1635929648,"share":"https://www.laohunote.com/m/news/1118295005?lang=zh_CN&edition=full","pubTime":"2021-11-03 16:54","market":"us","language":"en","title":"The Fed's Two-Day Meeting Is About to End. What to Expect.<blockquote>美联储为期两天的会议即将结束。期待什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118295005","media":"Barrons","summary":"The Federal Reserve’s two-day meeting ends today. A formal announcement about a reduction in emergen","content":"<p>The Federal Reserve’s two-day meeting ends today. A formal announcement about a reduction in emergency bond buys is a foregone conclusion; what’s not so certain is how officials will handle still-rising inflation and rising expectations for more aggressive interest-rate policy.</p><p><blockquote>美联储为期两天的会议今天结束。正式宣布减少紧急债券购买已成定局；不太确定的是，官员们将如何应对仍在上升的通胀和对更激进的利率政策的不断上升的预期。</blockquote></p><p> First, on tapering: The Federal Open Market Committee, the Fed’s policy-setting arm, is widely expected to say they will this month begin tapering the $120 billion in monthly Treasury and mortgage-backed securities purchases launched in response to the coronavirus pandemic. Aneta Markowska, chief economist at Jefferies, expects the first reduction of $10 billion in Treasuries and $5 billion in mortgage-backed securities to go into effect Nov. 15. That would be just after the New York Fed publishes its next schedule of monthly purchases and thus the next opportunity to implement the change, she says.</p><p><blockquote>首先，关于缩减规模： 人们普遍预计美联储的政策制定机构联邦公开市场委员会将在本月开始缩减为应对冠状病毒大流行而推出的每月 1200 亿美元的国债和抵押贷款支持证券购买规模。Jefferies 首席经济学家 Aneta Markowska 预计，首次减持 100 亿美元国债和 50 亿美元抵押贷款支持证券将于 11 月 15 日生效。她表示，这将是在纽约联储公布下一个每月购买时间表之后，因此是实施这一变革的下一个机会。</blockquote></p><p> The bigger question, Markowska says, is whether the FOMC will keep its language about inflation being “transitory.” Fed Chair Jerome Powell has reiterated since the economy began to reopen that rising prices are the result of reopening bursts and supply-chain kinks, meaning inflation would be fleeting. But the data are increasingly undermining that view. A 39-year high in the quarterly Employment Cost Index, released last Friday, is one particularly worrisome development. Surging wages come as productivity is slowing; central bankers have been counting on a productivity boom to outpace and thus offset the impact of rising wages. The idea is that productivity growth would act as a shock absorber to cap overall inflation, but that assumption may not be so reliable.</p><p><blockquote>马尔科夫斯卡说，更大的问题是，联邦公开市场委员会是否会坚持其关于通胀是 “暂时性 ”的说法。自经济开始重新开放以来，美联储主席杰罗姆·鲍威尔重申，价格上涨是重新开放爆发和供应链问题的结果，这意味着通胀将转瞬即逝。但是这些数据越来越破坏了这种观点。上周五公布的季度就业成本指数创39年来新高，这是一个特别令人担忧的事态发展。随着生产力放缓，工资飙升；央行行长们一直指望生产率的繁荣能够超越速度，从而抵消工资上涨的影响。这个想法是，生产率增长将作为一个减震器来限制整体通胀，但这个假设可能不那么可靠。</blockquote></p><p> Economists are split over whether the updated FOMC statement will call inflation “transitory.” Markwoska, for her part, says she is leaning toward a “yes,” because removing it would rattle investors, unhinge the front-end of the yield curve and cause a tightening of financial conditions. “Instead, we expect the Fed to finesse the accompanying language, by acknowledging that inflation pressures have been more persistent than expected,” she says.</p><p><blockquote>对于联邦公开市场委员会（FOMC）的最新声明是否会将通胀看涨期权为 “暂时性 ”，经济学家们存在分歧。马克沃斯卡则表示，她倾向于 “是”，因为取消它会让投资者感到不安，扰乱收益率曲线的前端，并导致金融状况收紧。“她说：”相反，我们预计美联储将通过承认通胀压力比预期的更加持久来完善伴随的措辞。</blockquote></p><p> Whether or not the policy statement reflects a change in officials’ view of inflation, Powell is sure to field questions on the topic once his press conference starts at 2:30 p.m. ET. Markowska says he is likely to push back on early rate increase expectations, odds of which are rising given the incoming inflation data and rising consumer inflation expectations. Powell has directed investors’ attention toward the latter, given that inflation expectations are key to whether or not rising prices wind up sticking around. Expectations for ongoing price increases can affect consumer behavior, bringing demand forward and reinforcing inflation.</p><p><blockquote>无论政策声明是否反映了官员们对通胀看法的变化，鲍威尔一定会在美国东部时间下午 2:30 的新闻发布会开始后回答有关这一话题的问题。马尔科夫斯卡表示，他可能会推迟早期加息预期，鉴于即将公布的通胀数据和消费者通胀预期上升，加息的可能性正在上升。鲍威尔将投资者的注意力转向了后者，因为通胀预期是决定物价上涨是否会持续的关键。对持续价格上涨的预期会影响消费者行为，推高需求并加剧通货膨胀。</blockquote></p><p> At this point, the Fed is probably not comfortable with the two interest-rate increases currently priced in for next year, says Markowska. (The Fed has been emphasizing that it doesn’t plan to lift off immediately after tapering concludes, instead waiting until 2023 before raising rates). “But Powell will have to walk a very fine line,” Markowska says, “since pushing back too hard could unhinge inflation expectations but not pushing back at all could unsettle the front-end of the yield curve,” which is more rate-sensitive.</p><p><blockquote>马尔科夫斯卡表示，在这一点上，美联储可能对目前定价的明年两次加息感到不舒服。(美联储一直强调，它不打算在缩减规模结束后立即放松，而是等到2023年再加息）。“但鲍威尔将不得不走一条非常微妙的路线，”马尔科夫斯卡说，“因为过度推回可能会扰乱通胀预期，但完全不推回可能会扰乱收益率曲线的前端”，而收益率曲线对利率更加敏感。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed's Two-Day Meeting Is About to End. What to Expect.<blockquote>美联储为期两天的会议即将结束。期待什么。</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\">\nThe Fed's Two-Day Meeting Is About to End. What to Expect.<blockquote>美联储为期两天的会议即将结束。期待什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-03 16:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Federal Reserve’s two-day meeting ends today. A formal announcement about a reduction in emergency bond buys is a foregone conclusion; what’s not so certain is how officials will handle still-rising inflation and rising expectations for more aggressive interest-rate policy.</p><p><blockquote>美联储为期两天的会议今天结束。正式宣布减少紧急债券购买已成定局；不太确定的是，官员们将如何应对仍在上升的通胀和对更激进的利率政策的不断上升的预期。</blockquote></p><p> First, on tapering: The Federal Open Market Committee, the Fed’s policy-setting arm, is widely expected to say they will this month begin tapering the $120 billion in monthly Treasury and mortgage-backed securities purchases launched in response to the coronavirus pandemic. Aneta Markowska, chief economist at Jefferies, expects the first reduction of $10 billion in Treasuries and $5 billion in mortgage-backed securities to go into effect Nov. 15. That would be just after the New York Fed publishes its next schedule of monthly purchases and thus the next opportunity to implement the change, she says.</p><p><blockquote>首先，关于缩减规模： 人们普遍预计美联储的政策制定机构联邦公开市场委员会将在本月开始缩减为应对冠状病毒大流行而推出的每月 1200 亿美元的国债和抵押贷款支持证券购买规模。Jefferies 首席经济学家 Aneta Markowska 预计，首次减持 100 亿美元国债和 50 亿美元抵押贷款支持证券将于 11 月 15 日生效。她表示，这将是在纽约联储公布下一个每月购买时间表之后，因此是实施这一变革的下一个机会。</blockquote></p><p> The bigger question, Markowska says, is whether the FOMC will keep its language about inflation being “transitory.” Fed Chair Jerome Powell has reiterated since the economy began to reopen that rising prices are the result of reopening bursts and supply-chain kinks, meaning inflation would be fleeting. But the data are increasingly undermining that view. A 39-year high in the quarterly Employment Cost Index, released last Friday, is one particularly worrisome development. Surging wages come as productivity is slowing; central bankers have been counting on a productivity boom to outpace and thus offset the impact of rising wages. The idea is that productivity growth would act as a shock absorber to cap overall inflation, but that assumption may not be so reliable.</p><p><blockquote>马尔科夫斯卡说，更大的问题是，联邦公开市场委员会是否会坚持其关于通胀是 “暂时性 ”的说法。自经济开始重新开放以来，美联储主席杰罗姆·鲍威尔重申，价格上涨是重新开放爆发和供应链问题的结果，这意味着通胀将转瞬即逝。但是这些数据越来越破坏了这种观点。上周五公布的季度就业成本指数创39年来新高，这是一个特别令人担忧的事态发展。随着生产力放缓，工资飙升；央行行长们一直指望生产率的繁荣能够超越速度，从而抵消工资上涨的影响。这个想法是，生产率增长将作为一个减震器来限制整体通胀，但这个假设可能不那么可靠。</blockquote></p><p> Economists are split over whether the updated FOMC statement will call inflation “transitory.” Markwoska, for her part, says she is leaning toward a “yes,” because removing it would rattle investors, unhinge the front-end of the yield curve and cause a tightening of financial conditions. “Instead, we expect the Fed to finesse the accompanying language, by acknowledging that inflation pressures have been more persistent than expected,” she says.</p><p><blockquote>对于联邦公开市场委员会（FOMC）的最新声明是否会将通胀看涨期权为 “暂时性 ”，经济学家们存在分歧。马克沃斯卡则表示，她倾向于 “是”，因为取消它会让投资者感到不安，扰乱收益率曲线的前端，并导致金融状况收紧。“她说：”相反，我们预计美联储将通过承认通胀压力比预期的更加持久来完善伴随的措辞。</blockquote></p><p> Whether or not the policy statement reflects a change in officials’ view of inflation, Powell is sure to field questions on the topic once his press conference starts at 2:30 p.m. ET. Markowska says he is likely to push back on early rate increase expectations, odds of which are rising given the incoming inflation data and rising consumer inflation expectations. Powell has directed investors’ attention toward the latter, given that inflation expectations are key to whether or not rising prices wind up sticking around. Expectations for ongoing price increases can affect consumer behavior, bringing demand forward and reinforcing inflation.</p><p><blockquote>无论政策声明是否反映了官员们对通胀看法的变化，鲍威尔一定会在美国东部时间下午 2:30 的新闻发布会开始后回答有关这一话题的问题。马尔科夫斯卡表示，他可能会推迟早期加息预期，鉴于即将公布的通胀数据和消费者通胀预期上升，加息的可能性正在上升。鲍威尔将投资者的注意力转向了后者，因为通胀预期是决定物价上涨是否会持续的关键。对持续价格上涨的预期会影响消费者行为，推高需求并加剧通货膨胀。</blockquote></p><p> At this point, the Fed is probably not comfortable with the two interest-rate increases currently priced in for next year, says Markowska. (The Fed has been emphasizing that it doesn’t plan to lift off immediately after tapering concludes, instead waiting until 2023 before raising rates). “But Powell will have to walk a very fine line,” Markowska says, “since pushing back too hard could unhinge inflation expectations but not pushing back at all could unsettle the front-end of the yield curve,” which is more rate-sensitive.</p><p><blockquote>马尔科夫斯卡表示，在这一点上，美联储可能对目前定价的明年两次加息感到不舒服。(美联储一直强调，它不打算在缩减规模结束后立即放松，而是等到2023年再加息）。“但鲍威尔将不得不走一条非常微妙的路线，”马尔科夫斯卡说，“因为过度推回可能会扰乱通胀预期，但完全不推回可能会扰乱收益率曲线的前端”，而收益率曲线对利率更加敏感。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/is-inflation-here-to-stay-fed-today-51635925833?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/is-inflation-here-to-stay-fed-today-51635925833?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118295005","content_text":"The Federal Reserve’s two-day meeting ends today. A formal announcement about a reduction in emergency bond buys is a foregone conclusion; what’s not so certain is how officials will handle still-rising inflation and rising expectations for more aggressive interest-rate policy.\nFirst, on tapering: The Federal Open Market Committee, the Fed’s policy-setting arm, is widely expected to say they will this month begin tapering the $120 billion in monthly Treasury and mortgage-backed securities purchases launched in response to the coronavirus pandemic. Aneta Markowska, chief economist at Jefferies, expects the first reduction of $10 billion in Treasuries and $5 billion in mortgage-backed securities to go into effect Nov. 15. That would be just after the New York Fed publishes its next schedule of monthly purchases and thus the next opportunity to implement the change, she says.\nThe bigger question, Markowska says, is whether the FOMC will keep its language about inflation being “transitory.” Fed Chair Jerome Powell has reiterated since the economy began to reopen that rising prices are the result of reopening bursts and supply-chain kinks, meaning inflation would be fleeting. But the data are increasingly undermining that view. A 39-year high in the quarterly Employment Cost Index, released last Friday, is one particularly worrisome development. Surging wages come as productivity is slowing; central bankers have been counting on a productivity boom to outpace and thus offset the impact of rising wages. The idea is that productivity growth would act as a shock absorber to cap overall inflation, but that assumption may not be so reliable.\nEconomists are split over whether the updated FOMC statement will call inflation “transitory.” Markwoska, for her part, says she is leaning toward a “yes,” because removing it would rattle investors, unhinge the front-end of the yield curve and cause a tightening of financial conditions. “Instead, we expect the Fed to finesse the accompanying language, by acknowledging that inflation pressures have been more persistent than expected,” she says.\nWhether or not the policy statement reflects a change in officials’ view of inflation, Powell is sure to field questions on the topic once his press conference starts at 2:30 p.m. ET. Markowska says he is likely to push back on early rate increase expectations, odds of which are rising given the incoming inflation data and rising consumer inflation expectations. Powell has directed investors’ attention toward the latter, given that inflation expectations are key to whether or not rising prices wind up sticking around. Expectations for ongoing price increases can affect consumer behavior, bringing demand forward and reinforcing inflation.\nAt this point, the Fed is probably not comfortable with the two interest-rate increases currently priced in for next year, says Markowska. (The Fed has been emphasizing that it doesn’t plan to lift off immediately after tapering concludes, instead waiting until 2023 before raising rates). “But Powell will have to walk a very fine line,” Markowska says, “since pushing back too hard could unhinge inflation expectations but not pushing back at all could unsettle the front-end of the yield curve,” which is more rate-sensitive.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":849258802,"gmtCreate":1635760856853,"gmtModify":1635760856912,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849258802","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohunote.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RL":"拉夫劳伦",".IXIC":"NASDAQ Composite","CLX":"高乐氏",".SPX":"S&P 500 Index","CRSR":"Corsair Gaming, Inc.","EL":"雅诗兰黛","PFE":"辉瑞",".DJI":"道琼斯","APO":"阿波罗全球管理","BLMN":"Bloomin' Brands","UBER":"优步","COP":"康菲石油"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{"UBER":0.9,".SPX":0.9,"RL":0.9,"APO":0.9,"CLX":0.9,"COP":0.9,"CRSR":0.9,"ATVI":0.9,".IXIC":0.9,"BLMN":0.9,"PFE":0.9,"EL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696563435,"gmtCreate":1640736585030,"gmtModify":1640736585153,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696563435","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":3473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863068457,"gmtCreate":1632341151779,"gmtModify":1632801146254,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/863068457","repostId":"1146187405","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836987518,"gmtCreate":1629447781234,"gmtModify":1631890595593,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"like n comment pls","listText":"like n comment pls","text":"like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836987518","repostId":"1121592968","repostType":4,"repost":{"id":"1121592968","kind":"news","pubTimestamp":1629446571,"share":"https://www.laohunote.com/m/news/1121592968?lang=zh_CN&edition=full","pubTime":"2021-08-20 16:02","market":"us","language":"en","title":"Cathie Wood: 'We couldn't be further away from a bubble'<blockquote>凯西·伍德：“我们离泡沫已经不远了”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121592968","media":"Seeking Alpha","summary":"\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent ","content":"<p><ul>  <li>\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and&nbsp;short interest regarding ARK Invests actively managed ETFs.</li>  <li>When asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.</li>  <li>Five of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.</li>  <li>Wood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.</li>  <li>Daily price action on ARKs ETFs:</li>  <li><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:&nbsp;ARKK):&nbsp;-0.32%.</li>  <li><a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a> (BATS:&nbsp;ARKQ):&nbsp;-0.25%.</li>  <li><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:&nbsp;ARKW):&nbsp;-0.10%.</li>  <li><a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a> (BATS:&nbsp;ARKG):&nbsp;-0.48%.</li>  <li><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:&nbsp;ARKF):&nbsp;-0.16%.</li>  <li><a href=\"https://laohu8.com/S/ARKX\">ARK Space Exploration &amp; Innovation ETF</a> (BATS:&nbsp;ARKX):-0.25%.</li>  <li>Moreover, see how ARK Invest's six actively managed ETFs fared against each other&nbsp;over a one-year period in the chart below.</li> </ul> <img src=\"https://static.tigerbbs.com/472b8efcd44713aadecd32f6c19ae3a0\" tg-width=\"720\" tg-height=\"251\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>“我们离泡沫已经不远了，”凯西·伍德 (Cathie Wood) 在接受 CNBC 采访时谈到了最近的看跌情绪以及对 ARK Invests 主动管理 ETF 的空头兴趣。</li><li>当被问及应该向方舟周围的空头社区传达什么信息时，伍德表示：“我不认为我们处于泡沫中，我认为许多空头都是这样认为的。”在科技和电信泡沫时期再次爆发的领域现在开始繁荣起来。</li><li>根据伍德的说法，其中五个领域是DNA测序、机器人、能量存储、人工智能和区块链技术，它们几乎没有离开伍德提到的地面。</li><li>伍德还继续阐述了她对通货紧缩压力的立场，以及方舟如何认为能源和金融部门以及汽车行业正处于危险之中，因为它们都是电动汽车和数字钱包扩张创新八球的幕后推手。</li><li>ARKs ETF 的每日价格走势：</li><li><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA：ARKK）：-0.32%。</li><li><a href=\"https://laohu8.com/S/ARKQ\">方舟自主技术与机器人 ETF</a>（蝙蝠：ARKQ）：-0.25%。</li><li><a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA：ARKW）：-0.10%。</li><li><a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块 ETF</a>（蝙蝠：ARKG）：-0.48%。</li><li><a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>（NYSEARCA：ARKF）：-0.16%。</li><li><a href=\"https://laohu8.com/S/ARKX\">方舟太空探索与创新 ETF</a>（蝙蝠：ARKX）：-0.25%。</li><li>此外，请在下图中查看 ARK Investment 的六只主动管理型 ETF 在一年内的表现。</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>Cathie Wood: 'We couldn't be further away from a bubble'<blockquote>凯西·伍德：“我们离泡沫已经不远了”</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; 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class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-20 16:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and&nbsp;short interest regarding ARK Invests actively managed ETFs.</li>  <li>When asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.</li>  <li>Five of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.</li>  <li>Wood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.</li>  <li>Daily price action on ARKs ETFs:</li>  <li><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:&nbsp;ARKK):&nbsp;-0.32%.</li>  <li><a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a> (BATS:&nbsp;ARKQ):&nbsp;-0.25%.</li>  <li><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:&nbsp;ARKW):&nbsp;-0.10%.</li>  <li><a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a> (BATS:&nbsp;ARKG):&nbsp;-0.48%.</li>  <li><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:&nbsp;ARKF):&nbsp;-0.16%.</li>  <li><a href=\"https://laohu8.com/S/ARKX\">ARK Space Exploration &amp; Innovation ETF</a> (BATS:&nbsp;ARKX):-0.25%.</li>  <li>Moreover, see how ARK Invest's six actively managed ETFs fared against each other&nbsp;over a one-year period in the chart below.</li> </ul> <img src=\"https://static.tigerbbs.com/472b8efcd44713aadecd32f6c19ae3a0\" tg-width=\"720\" tg-height=\"251\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>“我们离泡沫已经不远了，”凯西·伍德 (Cathie Wood) 在接受 CNBC 采访时谈到了最近的看跌情绪以及对 ARK Invests 主动管理 ETF 的空头兴趣。</li><li>当被问及应该向方舟周围的空头社区传达什么信息时，伍德表示：“我不认为我们处于泡沫中，我认为许多空头都是这样认为的。”在科技和电信泡沫时期再次爆发的领域现在开始繁荣起来。</li><li>根据伍德的说法，其中五个领域是DNA测序、机器人、能量存储、人工智能和区块链技术，它们几乎没有离开伍德提到的地面。</li><li>伍德还继续阐述了她对通货紧缩压力的立场，以及方舟如何认为能源和金融部门以及汽车行业正处于危险之中，因为它们都是电动汽车和数字钱包扩张创新八球的幕后推手。</li><li>ARKs ETF 的每日价格走势：</li><li><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA：ARKK）：-0.32%。</li><li><a href=\"https://laohu8.com/S/ARKQ\">方舟自主技术与机器人 ETF</a>（蝙蝠：ARKQ）：-0.25%。</li><li><a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA：ARKW）：-0.10%。</li><li><a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块 ETF</a>（蝙蝠：ARKG）：-0.48%。</li><li><a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>（NYSEARCA：ARKF）：-0.16%。</li><li><a href=\"https://laohu8.com/S/ARKX\">方舟太空探索与创新 ETF</a>（蝙蝠：ARKX）：-0.25%。</li><li>此外，请在下图中查看 ARK Investment 的六只主动管理型 ETF 在一年内的表现。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are\">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":{"ARKW":"ARK Next Generation Internet ETF","ARKF":"ARK Fintech Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121592968","content_text":"\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and short interest regarding ARK Invests actively managed ETFs.\nWhen asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.\nFive of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.\nWood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.\nDaily price action on ARKs ETFs:\nARK Innovation ETF (NYSEARCA: ARKK): -0.32%.\nARK Autonomous Technology & Robotics ETF (BATS: ARKQ): -0.25%.\nARK Next Generation Internet ETF (NYSEARCA: ARKW): -0.10%.\nARK Genomic Revolution Multi-Sector ETF (BATS: ARKG): -0.48%.\nARK Fintech Innovation ETF (NYSEARCA: ARKF): -0.16%.\nARK Space Exploration & Innovation ETF (BATS: ARKX):-0.25%.\nMoreover, see how ARK Invest's six actively managed ETFs fared against each other over a one-year period in the chart below.","news_type":1,"symbols_score_info":{"ARKK":0.9,"ARKW":0.9,"ARKF":0.9,"ARKQ":0.9}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158181657,"gmtCreate":1625136884379,"gmtModify":1631892994906,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158181657","repostId":"1106223449","repostType":4,"repost":{"id":"1106223449","kind":"news","pubTimestamp":1625122086,"share":"https://www.laohunote.com/m/news/1106223449?lang=zh_CN&edition=full","pubTime":"2021-07-01 14:48","market":"us","language":"en","title":"The S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.<blockquote>标普500创下了自互联网泡沫以来第二好的上半年。接下来会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106223449","media":"Barrons","summary":"Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year.\nThe S&P 5","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d70d0323609e9ce596a9a90e475422d1\" tg-width=\"1260\" tg-height=\"840\"><span>Since 1979, the S&amp;P 500 has gained 10% or more 14 times during the first half of the year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自1979年以来，标普500在上半年上涨了14次10%或以上。</span></p></blockquote></p><p> The S&amp;P 500 closed its second-best first half since the dot-com bubble. Don’t be surprised if the stock market keeps on rising.</p><p><blockquote>标普500结束了自互联网泡沫以来第二好的上半年。如果股市持续上涨，请不要感到惊讶。</blockquote></p><p> With June coming to an end, the S&amp;P 500 finished the first half of 2021 with a gain of 14.4%. Since 1998, only 2019’s 17.4% first-half surge has been larger.</p><p><blockquote>随着6月份即将结束，标普500 2021年上半年上涨14.4%。自1998年以来，只有2019年上半年17.4%的增幅更大。</blockquote></p><p> The market got a boost from Covid-19 vaccinations, which have helped the U.S. economy reopen, while trillions of dollars of fiscal stimulus have helped shore up demand. The gains continued even as concerns about inflation have increased speculation that the Federal Reserve would be forced to take steps to slow the economy.</p><p><blockquote>新冠肺炎疫苗接种提振了市场，帮助美国经济重新开放，而数万亿美元的财政刺激措施则帮助支撑了需求。尽管对通胀的担忧加剧了人们对美联储将被迫采取措施减缓经济的猜测，但涨幅仍在继续。</blockquote></p><p> The combination of big gains and a more hawkish Fed have raised concerns that the market has become too complacent. If inflation continues to run hot for long enough, the central bank could be forced to act more quickly than the market expects—and&nbsp;cause stocks to tumble. Others worry that&nbsp;U.S. economic growth could slow faster than investors anticipate, causing a pullback in the process.</p><p><blockquote>大幅上涨和更加鹰派的美联储相结合，引发了人们对市场变得过于自满的担忧。如果通胀持续足够长的时间，央行可能会被迫比市场预期更快地采取行动，并导致股市暴跌。其他人担心美国。经济增长可能比投资者预期的放缓得更快，导致这一过程出现回调。</blockquote></p><p> For those who take that view, there is no better time to back away from the stock market than the present. History suggests otherwise.</p><p><blockquote>对于持这种观点的人来说，没有比现在更好的退出股市的时机了。历史表明并非如此。</blockquote></p><p> Since 1979, the S&amp;P 500 has gained 10% or more 14 times during the first half of the year, and the index has gone on to average a 6.3% gain over the second half of the year. What’s more, the index finished the second half of the year higher In 11 of those instances, or 79% of the time.</p><p><blockquote>自1979年以来，标普500上半年有14次上涨10%或以上，下半年该指数平均上涨6.3%。更重要的是，该指数在下半年收盘时有 11 个，即 79%。</blockquote></p><p> Even the losses, when they occurred, weren’t all that bad. The S&amp;P 500 dropped 1.9% in the second half of 1983 and 3.5% during the last six months of 1986.</p><p><blockquote>即使是损失发生时，也并没有那么糟糕。标普500在1983年下半年下降了1.9%，在1986年最后六个月下降了3.5%。</blockquote></p><p> The one exception was the last six months of 1987 when the index fell 19% during the second half of the year. That period included Black Monday, when the S&amp;P 500 dropped 20% in one day, still a record loss. While selling linked to so-called&nbsp;portfolio insurance&nbsp;was ultimately blamed for the size and speed of the loss, the second half of 1987 was&nbsp;a period of rising bond yields and high stock-market valuations, just like the first half of 2021.</p><p><blockquote>唯一的例外是1987年的最后六个月，该指数在该年下半年下跌了19%。那段时间包括黑色星期一，标普500一天之内下跌了20%，仍然是创纪录的跌幅。虽然与所谓的投资组合保险相关的抛售最终被归咎于损失的规模和速度，但1987年下半年是债券收益率上升和股市估值高的时期，就像2021年上半年一样。</blockquote></p><p> Still, the market has been acting like it wants to go higher, not lower. Pullbacks, a normal event in the midst of bull runs, have been mild in 2021, with the largest drops being less than 4%. “What the [S&amp;P 500] has done throughout 2021 is pick itself up when and where it has needed to, maintaining an uptrend all along,” writes Frank&nbsp;Cappelleri, chief market technician at Instinet.</p><p><blockquote>尽管如此，市场一直表现得好像想要走高，而不是走低。回调是牛市中的正常事件，2021 年的回调幅度较小，最大跌幅不到 4%。“Instinet 首席市场技术员 Frank Cappelleri 写道：”[标普500]在整个 2021 年所做的就是在需要的时间和地点重新振作起来，始终保持上升趋势。</blockquote></p><p> That 6.3% average second-half rise would push the S&amp;P 500’s full-year gain to around 23%. That would represent a “textbook [market] recovery” from a recession, says Fundstrat’s Tom Lee.</p><p><blockquote>下半年平均涨幅为 6.3%，这将使标普500全年涨幅达到 23% 左右。Fundstrat 的汤姆-李（Tom Lee）说，这将代表着经济衰退中的 “教科书式[市场]复苏”。</blockquote></p><p> For now, at least, the path of least resistance is higher.</p><p><blockquote>至少目前来看，阻力最小的路径更高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3cb229b2e05d59b9c126d464a7d771bb\" tg-width=\"958\" tg-height=\"647\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.<blockquote>标普500创下了自互联网泡沫以来第二好的上半年。接下来会发生什么。</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\">\nThe S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.<blockquote>标普500创下了自互联网泡沫以来第二好的上半年。接下来会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-01 14:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d70d0323609e9ce596a9a90e475422d1\" tg-width=\"1260\" tg-height=\"840\"><span>Since 1979, the S&amp;P 500 has gained 10% or more 14 times during the first half of the year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自1979年以来，标普500在上半年上涨了14次10%或以上。</span></p></blockquote></p><p> The S&amp;P 500 closed its second-best first half since the dot-com bubble. Don’t be surprised if the stock market keeps on rising.</p><p><blockquote>标普500结束了自互联网泡沫以来第二好的上半年。如果股市持续上涨，请不要感到惊讶。</blockquote></p><p> With June coming to an end, the S&amp;P 500 finished the first half of 2021 with a gain of 14.4%. Since 1998, only 2019’s 17.4% first-half surge has been larger.</p><p><blockquote>随着6月份即将结束，标普500 2021年上半年上涨14.4%。自1998年以来，只有2019年上半年17.4%的增幅更大。</blockquote></p><p> The market got a boost from Covid-19 vaccinations, which have helped the U.S. economy reopen, while trillions of dollars of fiscal stimulus have helped shore up demand. The gains continued even as concerns about inflation have increased speculation that the Federal Reserve would be forced to take steps to slow the economy.</p><p><blockquote>新冠肺炎疫苗接种提振了市场，帮助美国经济重新开放，而数万亿美元的财政刺激措施则帮助支撑了需求。尽管对通胀的担忧加剧了人们对美联储将被迫采取措施减缓经济的猜测，但涨幅仍在继续。</blockquote></p><p> The combination of big gains and a more hawkish Fed have raised concerns that the market has become too complacent. If inflation continues to run hot for long enough, the central bank could be forced to act more quickly than the market expects—and&nbsp;cause stocks to tumble. Others worry that&nbsp;U.S. economic growth could slow faster than investors anticipate, causing a pullback in the process.</p><p><blockquote>大幅上涨和更加鹰派的美联储相结合，引发了人们对市场变得过于自满的担忧。如果通胀持续足够长的时间，央行可能会被迫比市场预期更快地采取行动，并导致股市暴跌。其他人担心美国。经济增长可能比投资者预期的放缓得更快，导致这一过程出现回调。</blockquote></p><p> For those who take that view, there is no better time to back away from the stock market than the present. History suggests otherwise.</p><p><blockquote>对于持这种观点的人来说，没有比现在更好的退出股市的时机了。历史表明并非如此。</blockquote></p><p> Since 1979, the S&amp;P 500 has gained 10% or more 14 times during the first half of the year, and the index has gone on to average a 6.3% gain over the second half of the year. What’s more, the index finished the second half of the year higher In 11 of those instances, or 79% of the time.</p><p><blockquote>自1979年以来，标普500上半年有14次上涨10%或以上，下半年该指数平均上涨6.3%。更重要的是，该指数在下半年收盘时有 11 个，即 79%。</blockquote></p><p> Even the losses, when they occurred, weren’t all that bad. The S&amp;P 500 dropped 1.9% in the second half of 1983 and 3.5% during the last six months of 1986.</p><p><blockquote>即使是损失发生时，也并没有那么糟糕。标普500在1983年下半年下降了1.9%，在1986年最后六个月下降了3.5%。</blockquote></p><p> The one exception was the last six months of 1987 when the index fell 19% during the second half of the year. That period included Black Monday, when the S&amp;P 500 dropped 20% in one day, still a record loss. While selling linked to so-called&nbsp;portfolio insurance&nbsp;was ultimately blamed for the size and speed of the loss, the second half of 1987 was&nbsp;a period of rising bond yields and high stock-market valuations, just like the first half of 2021.</p><p><blockquote>唯一的例外是1987年的最后六个月，该指数在该年下半年下跌了19%。那段时间包括黑色星期一，标普500一天之内下跌了20%，仍然是创纪录的跌幅。虽然与所谓的投资组合保险相关的抛售最终被归咎于损失的规模和速度，但1987年下半年是债券收益率上升和股市估值高的时期，就像2021年上半年一样。</blockquote></p><p> Still, the market has been acting like it wants to go higher, not lower. Pullbacks, a normal event in the midst of bull runs, have been mild in 2021, with the largest drops being less than 4%. “What the [S&amp;P 500] has done throughout 2021 is pick itself up when and where it has needed to, maintaining an uptrend all along,” writes Frank&nbsp;Cappelleri, chief market technician at Instinet.</p><p><blockquote>尽管如此，市场一直表现得好像想要走高，而不是走低。回调是牛市中的正常事件，2021 年的回调幅度较小，最大跌幅不到 4%。“Instinet 首席市场技术员 Frank Cappelleri 写道：”[标普500]在整个 2021 年所做的就是在需要的时间和地点重新振作起来，始终保持上升趋势。</blockquote></p><p> That 6.3% average second-half rise would push the S&amp;P 500’s full-year gain to around 23%. That would represent a “textbook [market] recovery” from a recession, says Fundstrat’s Tom Lee.</p><p><blockquote>下半年平均涨幅为 6.3%，这将使标普500全年涨幅达到 23% 左右。Fundstrat 的汤姆-李（Tom Lee）说，这将代表着经济衰退中的 “教科书式[市场]复苏”。</blockquote></p><p> For now, at least, the path of least resistance is higher.</p><p><blockquote>至少目前来看，阻力最小的路径更高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3cb229b2e05d59b9c126d464a7d771bb\" tg-width=\"958\" tg-height=\"647\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-futures-crash-gains-51625071996?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-futures-crash-gains-51625071996?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106223449","content_text":"Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year.\nThe S&P 500 closed its second-best first half since the dot-com bubble. Don’t be surprised if the stock market keeps on rising.\nWith June coming to an end, the S&P 500 finished the first half of 2021 with a gain of 14.4%. Since 1998, only 2019’s 17.4% first-half surge has been larger.\nThe market got a boost from Covid-19 vaccinations, which have helped the U.S. economy reopen, while trillions of dollars of fiscal stimulus have helped shore up demand. The gains continued even as concerns about inflation have increased speculation that the Federal Reserve would be forced to take steps to slow the economy.\nThe combination of big gains and a more hawkish Fed have raised concerns that the market has become too complacent. If inflation continues to run hot for long enough, the central bank could be forced to act more quickly than the market expects—and cause stocks to tumble. Others worry that U.S. economic growth could slow faster than investors anticipate, causing a pullback in the process.\nFor those who take that view, there is no better time to back away from the stock market than the present. History suggests otherwise.\nSince 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year, and the index has gone on to average a 6.3% gain over the second half of the year. What’s more, the index finished the second half of the year higher In 11 of those instances, or 79% of the time.\nEven the losses, when they occurred, weren’t all that bad. The S&P 500 dropped 1.9% in the second half of 1983 and 3.5% during the last six months of 1986.\nThe one exception was the last six months of 1987 when the index fell 19% during the second half of the year. That period included Black Monday, when the S&P 500 dropped 20% in one day, still a record loss. While selling linked to so-called portfolio insurance was ultimately blamed for the size and speed of the loss, the second half of 1987 was a period of rising bond yields and high stock-market valuations, just like the first half of 2021.\nStill, the market has been acting like it wants to go higher, not lower. Pullbacks, a normal event in the midst of bull runs, have been mild in 2021, with the largest drops being less than 4%. “What the [S&P 500] has done throughout 2021 is pick itself up when and where it has needed to, maintaining an uptrend all along,” writes Frank Cappelleri, chief market technician at Instinet.\nThat 6.3% average second-half rise would push the S&P 500’s full-year gain to around 23%. That would represent a “textbook [market] recovery” from a recession, says Fundstrat’s Tom Lee.\nFor now, at least, the path of least resistance is higher.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698240682,"gmtCreate":1640419590546,"gmtModify":1640419590676,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698240682","repostId":"2193317305","repostType":4,"isVote":1,"tweetType":1,"viewCount":3745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699580963,"gmtCreate":1639838725180,"gmtModify":1639838725310,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699580963","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856119008,"gmtCreate":1635159664088,"gmtModify":1635159664228,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856119008","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862160197,"gmtCreate":1632843831751,"gmtModify":1632843831751,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862160197","repostId":"1112583450","repostType":4,"repost":{"id":"1112583450","kind":"news","pubTimestamp":1632842868,"share":"https://www.laohunote.com/m/news/1112583450?lang=zh_CN&edition=full","pubTime":"2021-09-28 23:27","market":"us","language":"en","title":"Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电：在逢低买入机会中，基本面依然强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112583450","media":"Seeking Alpha","summary":"Summary\n\nElectronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.\nEA recently ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Electronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.</li>  <li>EA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.</li>  <li>EA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8344f36d2d49a7e957c065340be2cb\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>与强劲的 2020 年相比，艺电第一季度财报业绩稳健。</li><li>EA最近推迟了其秋季大版本《战地2042》，但此举提供了一个强有力的购买机会。</li><li>EA 在过去一年中加强了其移动游戏人才，并拥有比以往任何时候都更强大的移动收入渠道。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock 社论来自 Getty Images</span></p></blockquote></p><p> Electronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the&nbsp;delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.</p><p><blockquote>艺电（EA）是一个家喻户晓的名字，有着伟大的基本面。随着时间的推移，70%以上的长期利润率和稳定的收入流带来了强劲的股东回报。自 2018 年中期以来，该股表现不佳，但现在游戏公司的定价接近价值股水平。由于他们今年的大发行《战地2042》推迟到11月19日，他们的股价最近大幅下跌。这为 EA 股票提供了一个很好的切入点，其中大部分销售仍然可以在稍后的发布日期获得。EA 拥有出色的技术设置，自 2018 年中期首次达到历史高点 148.97 美元以来，该股在 2021 年多次逼近历史高点 148.97 美元。如下所示，过去一年收入大幅增加至 5.7B，2022 年 GAAP 收入指导为 68 亿美元，但该股自 2018 年中期以来仍在盘整。当这些高点被打破时，这为大幅上涨提供了潜力。更高的低点令人鼓舞，这可能是突破历史高点之前最后一次大幅下跌 15% 以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7506972cadc0be0701c77d20ad10d4ff\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Great Fiscal Q1</b></p><p><blockquote><b>伟大的第一季度财政</b></blockquote></p><p> Electronic Arts had a strong&nbsp;Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.</p><p><blockquote>艺电的第一季度财报表现强劲，即使与非常强劲的 2020 年相比也是如此。净预订量是业务业绩最准确的指标，比上年增长 3%，达到 61.36 亿美元。2022 年的指引为 74 亿美元，增长 20.6%。收入跟随账单，因此我们将从最近的强劲业绩中看到明年的收入和盈利流动。Madden、NHL，尤其是FIFA的体育特许经营权继续以稳定的表现引领EA。在过去的一年里，体育特许经营权总共有1.4亿玩家，其中超过3100万人玩最新的FIFA 2021版本。体育是可预测且受欢迎的游戏，随着时间的推移，这增加了收入和收益的稳定性。FUT比赛仍在以强劲的速度增长，Q1比去年增长了48%。《战地》的延迟可能会损害比林斯的数量，因为一些销售额将流失给竞争对手，例如动视暴雪 (ATVI) 的《使命召唤：看涨期权》先锋。然而，近年来游戏的延迟并没有对这些游戏的销售产生太大的负面影响。由于严格的最后期限而导致的这些延迟在业内非常常见，我认为 EA 股票对一个月延迟的负面反应是过度的。与此同时，Apex Legends已经看到了复兴，许多玩家回到了游戏中，它被证明是一个比许多人预期的更持久的标题。这款游戏实际上拥有近几个赛季以来最多的玩家，对于一款已经推出几年的游戏来说，令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/63da6c1ee87d6951184b6ba11ea0ab01\" tg-width=\"382\" tg-height=\"421\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.</p><p><blockquote>正如您在上面看到的，本财年账单增长一直不稳定，但总体而言，我预计随着时间的推移，高个位数到低两位数的增长。2021财年的增长至少部分是由于冠状病毒，尽管那里的环境仍然非常有利。全球范围内对旅行和其他娱乐的限制仍然是游戏时间的一个重要推动力。包括微交易和游戏通行证在内的实时服务继续成为 EA 业务中更大的一部分。国际足联的成功是其中很大一部分，EA宣布每年有4个赛季的《战地2042》可以购买通行证。这应该会为游戏发布后的几年提供稳定的收入来源。宣布的战场门户网站允许人们使用旧版本创建新地图，这似乎很好地促进了付费季票的参与。新的危险区域模式增加了额外的内容，以及从塔科夫式的小队生存场景中逃脱。有一点是明确的——EA在《战地2042》上投入了更多的精力，并让它比过去几个系列游戏保持了两年多的趣味性。艺电证实这将是每隔一年发布一次，像战地传送门这样的东西可能会与多个版本合作。这些，再加上即将到来的新移动战场游戏，让我更加看好未来从《看涨期权》中分一杯羹。一些投资者可能会担心 2022 财年 74 亿美元的账单数量以及游戏延迟，但达到这一标准应该会在未来 12 个月内对该股产生非常显着的提振。</blockquote></p><p> The company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.</p><p><blockquote>该公司还制定了一项重要的股票回购计划，有助于在任何下跌期间支撑该股。EA 去年回购了 9.76 亿股股票，略低于 360 亿美元总市值的 3%。预计未来几周将有更多重大的回购活动，由于《战地 2042》的延迟，该股再次下跌。EA 还支付每季度 17 美分的小额股息。虽然收益率约为 0.5%，但随着时间的推移，它可以显着增长，并显示了管理团队对股东的持续承诺。</blockquote></p><p> <b>Continued Growth in Mobile</b></p><p><blockquote><b>移动业务持续增长</b></blockquote></p><p> EA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the&nbsp;purchase of Playdemic&nbsp;for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.</p><p><blockquote>艺电继续试图在移动领域赶上动视暴雪等竞争对手。今年早些时候，艺电已经收购了Glu Mobile，以扩大他们不断增长的休闲手机游戏业务。现在，EA最近以14亿美元完成了对《高尔夫冲突》制作方Playdemic的收购。根据Sensor Tower的数据，在疫情的强劲时期，Golf Clash创造了令人印象深刻的1.328亿美元的收入。对于一款拥有非常强大且不断增长的用户群和一支才华横溢的团队的游戏来说，10倍的销售额是一个合理的价格。EA正在考虑与Playdemic进行长远合作，Playdemic可能会在未来几年开发EA稳定的其他知识产权。他们在电话会议上暗示，他们已经获得了全球Madden或FIFA手机游戏的许可——这对投资者来说是一个诱人的想法。2021年，EA的移动业务将比2019年增长16%，但他们将继续在这一领域大力投资。休闲游戏有一个非常长的尾巴，并且是最赚钱的游戏之一，因为与游戏创作相关的运营费用较低。EA还宣布，他们正在为流行的Apex Legends大逃杀游戏制作一款手机游戏，以及前面提到的战地游戏。这很可能是在看到动视暴雪在其手机游戏《使命召唤看涨期权》上取得成功之后，而且他们还没有将许多手机游戏的特许经营权货币化。对于 EA 来说，这是一个真正将移动业务发展为业务一部分的机会，去年移动业务仅占预订量的 13.5%。然而，移动设备的增长率将在第一财季加速至 20%，并可能在未来几年提供巨大的推动。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.</p><p><blockquote>对于那些不持有任何 EA 股票的人来说，最近的下跌是一个绝佳的买入机会。该股一直在逼近 150 点的历史高位，当它突破上行空间时，应该会出现大幅上涨。它的交易价格非常便宜，远期市盈率为 16 倍，这使其在当前市场上具有接近价值的股票地位。任何额外的封锁或限制对 EA 来说也是有利的，因为许多年轻人继续在游戏上投入巨资。EA通过收购和使用现有知识产权，专注于移动类别的弱点，为自己的长期定位做好了良好的准备。EA 在移动领域明显落后于其主要竞争对手，但 2021 年采取的举措将在未来几年带来丰厚的红利，股东可能会从中受益。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电：在逢低买入机会中，基本面依然强劲</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\">\nElectronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电：在逢低买入机会中，基本面依然强劲</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\">2021-09-28 23:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Electronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.</li>  <li>EA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.</li>  <li>EA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8344f36d2d49a7e957c065340be2cb\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>与强劲的 2020 年相比，艺电第一季度财报业绩稳健。</li><li>EA最近推迟了其秋季大版本《战地2042》，但此举提供了一个强有力的购买机会。</li><li>EA 在过去一年中加强了其移动游戏人才，并拥有比以往任何时候都更强大的移动收入渠道。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock 社论来自 Getty Images</span></p></blockquote></p><p> Electronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the&nbsp;delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.</p><p><blockquote>艺电（EA）是一个家喻户晓的名字，有着伟大的基本面。随着时间的推移，70%以上的长期利润率和稳定的收入流带来了强劲的股东回报。自 2018 年中期以来，该股表现不佳，但现在游戏公司的定价接近价值股水平。由于他们今年的大发行《战地2042》推迟到11月19日，他们的股价最近大幅下跌。这为 EA 股票提供了一个很好的切入点，其中大部分销售仍然可以在稍后的发布日期获得。EA 拥有出色的技术设置，自 2018 年中期首次达到历史高点 148.97 美元以来，该股在 2021 年多次逼近历史高点 148.97 美元。如下所示，过去一年收入大幅增加至 5.7B，2022 年 GAAP 收入指导为 68 亿美元，但该股自 2018 年中期以来仍在盘整。当这些高点被打破时，这为大幅上涨提供了潜力。更高的低点令人鼓舞，这可能是突破历史高点之前最后一次大幅下跌 15% 以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7506972cadc0be0701c77d20ad10d4ff\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Great Fiscal Q1</b></p><p><blockquote><b>伟大的第一季度财政</b></blockquote></p><p> Electronic Arts had a strong&nbsp;Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.</p><p><blockquote>艺电的第一季度财报表现强劲，即使与非常强劲的 2020 年相比也是如此。净预订量是业务业绩最准确的指标，比上年增长 3%，达到 61.36 亿美元。2022 年的指引为 74 亿美元，增长 20.6%。收入跟随账单，因此我们将从最近的强劲业绩中看到明年的收入和盈利流动。Madden、NHL，尤其是FIFA的体育特许经营权继续以稳定的表现引领EA。在过去的一年里，体育特许经营权总共有1.4亿玩家，其中超过3100万人玩最新的FIFA 2021版本。体育是可预测且受欢迎的游戏，随着时间的推移，这增加了收入和收益的稳定性。FUT比赛仍在以强劲的速度增长，Q1比去年增长了48%。《战地》的延迟可能会损害比林斯的数量，因为一些销售额将流失给竞争对手，例如动视暴雪 (ATVI) 的《使命召唤：看涨期权》先锋。然而，近年来游戏的延迟并没有对这些游戏的销售产生太大的负面影响。由于严格的最后期限而导致的这些延迟在业内非常常见，我认为 EA 股票对一个月延迟的负面反应是过度的。与此同时，Apex Legends已经看到了复兴，许多玩家回到了游戏中，它被证明是一个比许多人预期的更持久的标题。这款游戏实际上拥有近几个赛季以来最多的玩家，对于一款已经推出几年的游戏来说，令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/63da6c1ee87d6951184b6ba11ea0ab01\" tg-width=\"382\" tg-height=\"421\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.</p><p><blockquote>正如您在上面看到的，本财年账单增长一直不稳定，但总体而言，我预计随着时间的推移，高个位数到低两位数的增长。2021财年的增长至少部分是由于冠状病毒，尽管那里的环境仍然非常有利。全球范围内对旅行和其他娱乐的限制仍然是游戏时间的一个重要推动力。包括微交易和游戏通行证在内的实时服务继续成为 EA 业务中更大的一部分。国际足联的成功是其中很大一部分，EA宣布每年有4个赛季的《战地2042》可以购买通行证。这应该会为游戏发布后的几年提供稳定的收入来源。宣布的战场门户网站允许人们使用旧版本创建新地图，这似乎很好地促进了付费季票的参与。新的危险区域模式增加了额外的内容，以及从塔科夫式的小队生存场景中逃脱。有一点是明确的——EA在《战地2042》上投入了更多的精力，并让它比过去几个系列游戏保持了两年多的趣味性。艺电证实这将是每隔一年发布一次，像战地传送门这样的东西可能会与多个版本合作。这些，再加上即将到来的新移动战场游戏，让我更加看好未来从《看涨期权》中分一杯羹。一些投资者可能会担心 2022 财年 74 亿美元的账单数量以及游戏延迟，但达到这一标准应该会在未来 12 个月内对该股产生非常显着的提振。</blockquote></p><p> The company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.</p><p><blockquote>该公司还制定了一项重要的股票回购计划，有助于在任何下跌期间支撑该股。EA 去年回购了 9.76 亿股股票，略低于 360 亿美元总市值的 3%。预计未来几周将有更多重大的回购活动，由于《战地 2042》的延迟，该股再次下跌。EA 还支付每季度 17 美分的小额股息。虽然收益率约为 0.5%，但随着时间的推移，它可以显着增长，并显示了管理团队对股东的持续承诺。</blockquote></p><p> <b>Continued Growth in Mobile</b></p><p><blockquote><b>移动业务持续增长</b></blockquote></p><p> EA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the&nbsp;purchase of Playdemic&nbsp;for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.</p><p><blockquote>艺电继续试图在移动领域赶上动视暴雪等竞争对手。今年早些时候，艺电已经收购了Glu Mobile，以扩大他们不断增长的休闲手机游戏业务。现在，EA最近以14亿美元完成了对《高尔夫冲突》制作方Playdemic的收购。根据Sensor Tower的数据，在疫情的强劲时期，Golf Clash创造了令人印象深刻的1.328亿美元的收入。对于一款拥有非常强大且不断增长的用户群和一支才华横溢的团队的游戏来说，10倍的销售额是一个合理的价格。EA正在考虑与Playdemic进行长远合作，Playdemic可能会在未来几年开发EA稳定的其他知识产权。他们在电话会议上暗示，他们已经获得了全球Madden或FIFA手机游戏的许可——这对投资者来说是一个诱人的想法。2021年，EA的移动业务将比2019年增长16%，但他们将继续在这一领域大力投资。休闲游戏有一个非常长的尾巴，并且是最赚钱的游戏之一，因为与游戏创作相关的运营费用较低。EA还宣布，他们正在为流行的Apex Legends大逃杀游戏制作一款手机游戏，以及前面提到的战地游戏。这很可能是在看到动视暴雪在其手机游戏《使命召唤看涨期权》上取得成功之后，而且他们还没有将许多手机游戏的特许经营权货币化。对于 EA 来说，这是一个真正将移动业务发展为业务一部分的机会，去年移动业务仅占预订量的 13.5%。然而，移动设备的增长率将在第一财季加速至 20%，并可能在未来几年提供巨大的推动。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.</p><p><blockquote>对于那些不持有任何 EA 股票的人来说，最近的下跌是一个绝佳的买入机会。该股一直在逼近 150 点的历史高位，当它突破上行空间时，应该会出现大幅上涨。它的交易价格非常便宜，远期市盈率为 16 倍，这使其在当前市场上具有接近价值的股票地位。任何额外的封锁或限制对 EA 来说也是有利的，因为许多年轻人继续在游戏上投入巨资。EA通过收购和使用现有知识产权，专注于移动类别的弱点，为自己的长期定位做好了良好的准备。EA 在移动领域明显落后于其主要竞争对手，但 2021 年采取的举措将在未来几年带来丰厚的红利，股东可能会从中受益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4457473-electronic-arts-strong-fundamentals-continue-amid-dip-buying-opportunity\">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":{"EA":"艺电"},"source_url":"https://seekingalpha.com/article/4457473-electronic-arts-strong-fundamentals-continue-amid-dip-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112583450","content_text":"Summary\n\nElectronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.\nEA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.\nEA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.\n\nSundry Photography/iStock Editorial via Getty Images\nElectronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.\nData by YCharts\nGreat Fiscal Q1\nElectronic Arts had a strong Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.\n\nAs you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.\nThe company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.\nContinued Growth in Mobile\nEA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the purchase of Playdemic for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.\nConclusion\nThe recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.","news_type":1,"symbols_score_info":{"EA":0.9}},"isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811783363,"gmtCreate":1630353126652,"gmtModify":1704958908470,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"title":"","htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811783363","repostId":"1117774965","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}