羊坑的个人主页 - 老虎社区

羊坑

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0勋章

2021-07-30

Bearish prediction but is market listening?

This eye-catching divergence in the stock market is a warning against complacency<blockquote>股市这种引人注目的背离是对自满的警告</blockquote>

2021-08-16

[微笑] [微笑]

Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>

2021-07-04

[白眼] same

The Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</blockquote>

2021-06-20

Same old story

抱歉，原内容已删除

2021-09-16

Let's see

昨夜今晨：三大指数集体收涨！本轮修正是否就此终止

2021-07-20

唉[捂脸]

Panic!? Taco Bell And Starbucks Warn About Shortages<blockquote>恐慌！？塔可钟和星巴克警告短缺</blockquote>

2021-07-13

Again

抱歉，原内容已删除

2021-07-04

[白眼]

抱歉，原内容已删除

2021-07-20

Gloomy

Tesla, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts<blockquote>分析师表示，特斯拉、本土竞争对手蔚来、小鹏汽车、理想汽车共同成长，不会削减彼此的市场份额</blockquote>

2021-12-06

等$Alibaba(BABA)$

@邹咏翰:阿里巴巴应跌到 $99.88

2021-11-24

忍住$Alibaba(BABA)$

@KaelynGoMoon:$Alibaba(BABA)$I'm fine I'm fine

2021-07-30

Hold

抱歉，原内容已删除

2021-07-27

Never believe in fool

抱歉，原内容已删除

2021-07-27

Still believed that it's an overrated stock

Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量猛增98%；公司提高了成本较低的电动汽车的利润率</blockquote>

2021-07-25

Never like iPhone but good with the stock

What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>

2021-07-13

Hmmmm.....

抱歉，原内容已删除

2021-12-03

不买$Grab Holdings(GRAB)$,跌了再说

@MillionaireTiger:Will You Buy Grab or Not?

2021-11-27

Continue to buy $Alibaba(BABA)$

@Buy_Sell:🚀【11月26日】港股科技再度低迷，今天有什么交易计划？

2021-07-28

哦

Fed Meeting Will Focus on Tapering Timeline.<blockquote>美联储会议将重点讨论缩减时间表。</blockquote>

2021-07-28

Buy BAT

抱歉，原内容已删除

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美股周一收高，主要股指在连续下跌之后反弹，","images":[{"img":"https://static.tigerbbs.com/50c11869217ca1e57925801adc902df7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614951161","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614960545,"gmtCreate":1653347389087,"gmtModify":1653347390254,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"这波跌来得迟了","listText":"这波跌来得迟了","text":"这波跌来得迟了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614960545","repostId":"615630019","repostType":1,"repost":{"id":615630019,"gmtCreate":1652927190606,"gmtModify":1744960817079,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【5月19日】美股惨遭血洗！纳指跌4.73%，今天有什么交易计划","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 5月19日讯，隔夜美股重挫，滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开，恒指跌2.41%，国指跌2.8%，恒生科技指数跌4.3%。盘面上，大型科技股集体下挫，Q1业绩不及预期，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌6.46%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌5.56%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 均跌超4%；消费类股跌幅靠前，餐饮股、啤酒股普遍下跌，乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面，家电股、香港本地股、医药股部分上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/06855\">$亚盛医药-B(06855)$</a> 大涨近15%，JS环球生活逆势高开1.59%。 亚盛医药涨近15%，临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日，担忧通胀和财报不佳，美股创近两年最大跌幅，消费和科技领跌，道指狂泄千点，纳指标普跌超4%，纳指100跌5%为两周最深","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 5月19日讯，隔夜美股重挫，滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开，恒指跌2.41%，国指跌2.8%，恒生科技指数跌4.3%。盘面上，大型科技股集体下挫，Q1业绩不及预期，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌6.46%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌5.56%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 均跌超4%；消费类股跌幅靠前，餐饮股、啤酒股普遍下跌，乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面，家电股、香港本地股、医药股部分上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/06855\">$亚盛医药-B(06855)$</a> 大涨近15%，JS环球生活逆势高开1.59%。 亚盛医药涨近15%，临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日，担忧通胀和财报不佳，美股创近两年最大跌幅，消费和科技领跌，道指狂泄千点，纳指标普跌超4%，纳指100跌5%为两周最深","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月19日讯，隔夜美股重挫，滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开，恒指跌2.41%，国指跌2.8%，恒生科技指数跌4.3%。盘面上，大型科技股集体下挫，Q1业绩不及预期，$腾讯控股(00700)$ 跌6.46%，$阿里巴巴-SW(09988)$ 跌5.56%，$京东集团-SW(09618)$ 、$小米集团-W(01810)$ 、$美团-W(03690)$ 均跌超4%；消费类股跌幅靠前，餐饮股、啤酒股普遍下跌，乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面，家电股、香港本地股、医药股部分上涨，$亚盛医药-B(06855)$ 大涨近15%，JS环球生活逆势高开1.59%。 亚盛医药涨近15%，临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日，担忧通胀和财报不佳，美股创近两年最大跌幅，消费和科技领跌，道指狂泄千点，纳指标普跌超4%，纳指100跌5%为两周最深","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615630019","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615773170,"gmtCreate":1653268079390,"gmtModify":1653268080560,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"是差不多了","listText":"是差不多了","text":"是差不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615773170","repostId":"615524945","repostType":1,"repost":{"id":615524945,"gmtCreate":1653034913980,"gmtModify":1653043687813,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558937605407666","idStr":"3558937605407666"},"themes":[],"title":"【SGxTIGER送股】市场修正开始！新加坡经济持续弹性","htmlText":"本文翻译自@长线投资不投机 的英文原文 正如我在之前文章中预测的那样，市场已经开始修正。我们预计会有更多的下行空间，但从STI的角度来看，3000点的水平有很强的支撑力。尽管行情走弱，但新加坡经济一直表现出良好弹性。主要的经济数据仍然是积极的，随着新冠安全措施的放宽和边境的进一步开放，我们预计经济将继续增长。 那么，当市场疲软而经济却表现良好时，这意味着什么？ 这可能是一个观察市场的好时机，因为许多好公司的标的价格可能进入被低估的窗口期。我现在的自选关注列表中，有新加坡的REIT和派息股票，我准备在未来1个月或2个月内买入。大家也一起抓住机会，创建属于自己的关注列表吧！ 全员评论奖 【SGxTIGER送股】活动火热进行中~评论有奖！<a href=\"https://www.laohu8.com/post/612557805\" target=\"_blank\">点击</a>了解活动和奖励详情！ 本篇帖子评论送股：Nikko AM-StraitsTrading MSCI China Electric Vehicles And Future Mobility ETF&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/EVS.SI\">$NikkoAM-STC CN EV S$(EVS.SI)$</a>40股/人，共50份","listText":"本文翻译自@长线投资不投机 的英文原文 正如我在之前文章中预测的那样，市场已经开始修正。我们预计会有更多的下行空间，但从STI的角度来看，3000点的水平有很强的支撑力。尽管行情走弱，但新加坡经济一直表现出良好弹性。主要的经济数据仍然是积极的，随着新冠安全措施的放宽和边境的进一步开放，我们预计经济将继续增长。 那么，当市场疲软而经济却表现良好时，这意味着什么？ 这可能是一个观察市场的好时机，因为许多好公司的标的价格可能进入被低估的窗口期。我现在的自选关注列表中，有新加坡的REIT和派息股票，我准备在未来1个月或2个月内买入。大家也一起抓住机会，创建属于自己的关注列表吧！ 全员评论奖 【SGxTIGER送股】活动火热进行中~评论有奖！<a href=\"https://www.laohu8.com/post/612557805\" target=\"_blank\">点击</a>了解活动和奖励详情！ 本篇帖子评论送股：Nikko AM-StraitsTrading MSCI China Electric Vehicles And Future Mobility ETF&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/EVS.SI\">$NikkoAM-STC CN EV S$(EVS.SI)$</a>40股/人，共50份","text":"本文翻译自@长线投资不投机 的英文原文 正如我在之前文章中预测的那样，市场已经开始修正。我们预计会有更多的下行空间，但从STI的角度来看，3000点的水平有很强的支撑力。尽管行情走弱，但新加坡经济一直表现出良好弹性。主要的经济数据仍然是积极的，随着新冠安全措施的放宽和边境的进一步开放，我们预计经济将继续增长。 那么，当市场疲软而经济却表现良好时，这意味着什么？ 这可能是一个观察市场的好时机，因为许多好公司的标的价格可能进入被低估的窗口期。我现在的自选关注列表中，有新加坡的REIT和派息股票，我准备在未来1个月或2个月内买入。大家也一起抓住机会，创建属于自己的关注列表吧！ 全员评论奖 【SGxTIGER送股】活动火热进行中~评论有奖！点击了解活动和奖励详情！ 本篇帖子评论送股：Nikko AM-StraitsTrading MSCI China Electric Vehicles And Future Mobility ETF $NikkoAM-STC CN EV S$(EVS.SI)$40股/人，共50份","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615524945","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615428568,"gmtCreate":1653087010054,"gmtModify":1653087011521,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>买","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>买","text":"$Microsoft(MSFT)$买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615428568","repostId":"615506768","repostType":1,"repost":{"id":615506768,"gmtCreate":1653013736216,"gmtModify":1744960817458,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【5月20日】美股集体收跌，标普跌0.58%逼近熊市，今天有什么交易计划","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月20日讯，隔夜美股继续下跌，热门中概股逆势大涨。港股高开，恒指涨1.74%，国指涨2.03%，恒生科技指数涨3.18%。 盘面上，大型科技股全线上涨，<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超5%，<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、网易、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 均涨3%，<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超2%；生物科技股大涨，新冠疫苗获世卫组织紧急使用认证，康希诺高开15%表现最佳，心通医疗、云顶新耀均走高；银行股、光伏股、海运股多数走强，招商银行涨3.6%。另一方面，餐饮股、燃气股、体育用品股、电信股走低，中电信、中联通小幅低开。 美股市场 市场仍在评估多家零售商令人失望的财报、美国通胀形势及美联储的激进紧缩政策立场。思科重挫13.7%，成为跌幅最大的道指成份股。美上周初请失业金人数升至21.8万。截至收盘，纳指跌0.26%；道跌0.75%%；标普跌0.58%。 全球网络设备巨头——思科，披露的最新财报没能让市场满","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月20日讯，隔夜美股继续下跌，热门中概股逆势大涨。港股高开，恒指涨1.74%，国指涨2.03%，恒生科技指数涨3.18%。 盘面上，大型科技股全线上涨，<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超5%，<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、网易、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 均涨3%，<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超2%；生物科技股大涨，新冠疫苗获世卫组织紧急使用认证，康希诺高开15%表现最佳，心通医疗、云顶新耀均走高；银行股、光伏股、海运股多数走强，招商银行涨3.6%。另一方面，餐饮股、燃气股、体育用品股、电信股走低，中电信、中联通小幅低开。 美股市场 市场仍在评估多家零售商令人失望的财报、美国通胀形势及美联储的激进紧缩政策立场。思科重挫13.7%，成为跌幅最大的道指成份股。美上周初请失业金人数升至21.8万。截至收盘，纳指跌0.26%；道跌0.75%%；标普跌0.58%。 全球网络设备巨头——思科，披露的最新财报没能让市场满","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月20日讯，隔夜美股继续下跌，热门中概股逆势大涨。港股高开，恒指涨1.74%，国指涨2.03%，恒生科技指数涨3.18%。 盘面上，大型科技股全线上涨，$百度集团-SW(09888)$ 涨超5%，$快手-W(01024)$ 、$京东集团-SW(09618)$ 、$美团-W(03690)$ 、网易、$阿里巴巴-SW(09988)$ 均涨3%，$小米集团-W(01810)$ 、$腾讯控股(00700)$ 涨超2%；生物科技股大涨，新冠疫苗获世卫组织紧急使用认证，康希诺高开15%表现最佳，心通医疗、云顶新耀均走高；银行股、光伏股、海运股多数走强，招商银行涨3.6%。另一方面，餐饮股、燃气股、体育用品股、电信股走低，中电信、中联通小幅低开。 美股市场 市场仍在评估多家零售商令人失望的财报、美国通胀形势及美联储的激进紧缩政策立场。思科重挫13.7%，成为跌幅最大的道指成份股。美上周初请失业金人数升至21.8万。截至收盘，纳指跌0.26%；道跌0.75%%；标普跌0.58%。 全球网络设备巨头——思科，披露的最新财报没能让市场满","images":[{"img":"https://static.tigerbbs.com/fdd56b82906d1982403a03aeb8d92ef5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615506768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615256714,"gmtCreate":1653002155738,"gmtModify":1653002156934,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"还没到底","listText":"还没到底","text":"还没到底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615256714","repostId":"615630019","repostType":1,"repost":{"id":615630019,"gmtCreate":1652927190606,"gmtModify":1744960817079,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【5月19日】美股惨遭血洗！纳指跌4.73%，今天有什么交易计划","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 5月19日讯，隔夜美股重挫，滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开，恒指跌2.41%，国指跌2.8%，恒生科技指数跌4.3%。盘面上，大型科技股集体下挫，Q1业绩不及预期，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌6.46%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌5.56%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 均跌超4%；消费类股跌幅靠前，餐饮股、啤酒股普遍下跌，乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面，家电股、香港本地股、医药股部分上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/06855\">$亚盛医药-B(06855)$</a> 大涨近15%，JS环球生活逆势高开1.59%。 亚盛医药涨近15%，临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日，担忧通胀和财报不佳，美股创近两年最大跌幅，消费和科技领跌，道指狂泄千点，纳指标普跌超4%，纳指100跌5%为两周最深","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 5月19日讯，隔夜美股重挫，滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开，恒指跌2.41%，国指跌2.8%，恒生科技指数跌4.3%。盘面上，大型科技股集体下挫，Q1业绩不及预期，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌6.46%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌5.56%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 均跌超4%；消费类股跌幅靠前，餐饮股、啤酒股普遍下跌，乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面，家电股、香港本地股、医药股部分上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/06855\">$亚盛医药-B(06855)$</a> 大涨近15%，JS环球生活逆势高开1.59%。 亚盛医药涨近15%，临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日，担忧通胀和财报不佳，美股创近两年最大跌幅，消费和科技领跌，道指狂泄千点，纳指标普跌超4%，纳指100跌5%为两周最深","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月19日讯，隔夜美股重挫，滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开，恒指跌2.41%，国指跌2.8%，恒生科技指数跌4.3%。盘面上，大型科技股集体下挫，Q1业绩不及预期，$腾讯控股(00700)$ 跌6.46%，$阿里巴巴-SW(09988)$ 跌5.56%，$京东集团-SW(09618)$ 、$小米集团-W(01810)$ 、$美团-W(03690)$ 均跌超4%；消费类股跌幅靠前，餐饮股、啤酒股普遍下跌，乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面，家电股、香港本地股、医药股部分上涨，$亚盛医药-B(06855)$ 大涨近15%，JS环球生活逆势高开1.59%。 亚盛医药涨近15%，临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日，担忧通胀和财报不佳，美股创近两年最大跌幅，消费和科技领跌，道指狂泄千点，纳指标普跌超4%，纳指100跌5%为两周最深","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615630019","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615870266,"gmtCreate":1652916074055,"gmtModify":1652916075566,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"买<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","listText":"买<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","text":"买$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615870266","repostId":"615189520","repostType":1,"repost":{"id":615189520,"gmtCreate":1652839609321,"gmtModify":1744960816843,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【5月18日】美股全线大涨，科技和中概股引领反弹，今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月18日讯，恒生指数开盘涨0.35%，恒生科技跌0.17%；<a href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$</a> 涨逾3%领涨蓝筹；<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌0.74%，第一季度首亏29.91亿元。 美股市场 美联储主席鲍威尔及布拉德等联储官员大多支持在接下来两次会议上各加息50个基点。美国4月零售数据超预期。盘中美联储主席鲍威尔表达了强势加息抗击通胀的决心，市场也短暂回吐涨幅予以回应，但之后股指便一路攀升。截至收盘，纳指涨2.76%，道指涨1.34%，标普涨2.02% 大型科技股集体上涨，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 涨2.54%，<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 涨4.11%，<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 涨2.17%，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 涨1.77%，<a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> 涨1.29%，<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 涨2.03%。 在摩根大通全面翻多之后，热门中概股表现连续第二日好于美股大盘：纳斯达克金龙中国指数涨5.2%。 纳斯达克100四只成份股中，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月18日讯，恒生指数开盘涨0.35%，恒生科技跌0.17%；<a href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$</a> 涨逾3%领涨蓝筹；<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌0.74%，第一季度首亏29.91亿元。 美股市场 美联储主席鲍威尔及布拉德等联储官员大多支持在接下来两次会议上各加息50个基点。美国4月零售数据超预期。盘中美联储主席鲍威尔表达了强势加息抗击通胀的决心，市场也短暂回吐涨幅予以回应，但之后股指便一路攀升。截至收盘，纳指涨2.76%，道指涨1.34%，标普涨2.02% 大型科技股集体上涨，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 涨2.54%，<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 涨4.11%，<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 涨2.17%，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 涨1.77%，<a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> 涨1.29%，<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 涨2.03%。 在摩根大通全面翻多之后，热门中概股表现连续第二日好于美股大盘：纳斯达克金龙中国指数涨5.2%。 纳斯达克100四只成份股中，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月18日讯，恒生指数开盘涨0.35%，恒生科技跌0.17%；$友邦保险(01299)$ 涨逾3%领涨蓝筹；$京东集团-SW(09618)$ 跌0.74%，第一季度首亏29.91亿元。 美股市场 美联储主席鲍威尔及布拉德等联储官员大多支持在接下来两次会议上各加息50个基点。美国4月零售数据超预期。盘中美联储主席鲍威尔表达了强势加息抗击通胀的决心，市场也短暂回吐涨幅予以回应，但之后股指便一路攀升。截至收盘，纳指涨2.76%，道指涨1.34%，标普涨2.02% 大型科技股集体上涨，$苹果(AAPL)$ 涨2.54%，$亚马逊(AMZN)$ 涨4.11%，$奈飞(NFLX)$ 涨2.17%，$谷歌(GOOG)$ 涨1.77%，$Meta Platforms(FB)$ 涨1.29%，$微软(MSFT)$ 涨2.03%。 在摩根大通全面翻多之后，热门中概股表现连续第二日好于美股大盘：纳斯达克金龙中国指数涨5.2%。 纳斯达克100四只成份股中，","images":[{"img":"https://static.tigerbbs.com/f54dc6b02a5521281debd75ffb30462d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615189520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615136020,"gmtCreate":1652834556160,"gmtModify":1652834557370,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"买<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>吗？","listText":"买<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>吗？","text":"买$Apple(AAPL)$吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615136020","repostId":"615922560","repostType":1,"repost":{"id":615922560,"gmtCreate":1652753102385,"gmtModify":1744960816671,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【5月17日】科技股尾盘加速下跌拖累纳指！推特跌超8%，今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月17日讯，港股集体高开，恒指涨1.22%重回20000点上方，国指涨1.52%，恒生科技指数涨2.25%。 盘面上，华尔街巨头突然\"全面看多\"中概股，回港科技股全线走强，<a href=\"https://laohu8.com/S/02390\">$知乎-W(02390)$</a> 大涨14.6%，<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨4.5%，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨3.43%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 均涨超2%，<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨1.26%；汽车股涨幅居前，蔚来汽车、理想汽车领涨；美油升破114美元，石油股上扬明显，内房股与物管股延续昨日涨势。另一方面，生物科技股多数下跌，香港本地股、燃气股普跌。 先声药业涨超2%，抗新型冠状病毒候选药物“SIM0417”获国家药监局签发药物临床试验批准通知书。 美股市场 美股周一收盘涨跌不一，纳指下跌1.2%。市场仍在评估美国通胀高企与美联储激进加息政策路径对全球经济的负面影响。高盛下调美国经济增长预测，并警告美国应为经济衰退做好准备。纽约制造业指数创两年来新低。 截至收盘，纳指跌1.2%，标普500跌0.39%，道指涨0.08%。其中推特跌超8%，马斯克称不排除以更低价收购推特","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月17日讯，港股集体高开，恒指涨1.22%重回20000点上方，国指涨1.52%，恒生科技指数涨2.25%。 盘面上，华尔街巨头突然\"全面看多\"中概股，回港科技股全线走强，<a href=\"https://laohu8.com/S/02390\">$知乎-W(02390)$</a> 大涨14.6%，<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨4.5%，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨3.43%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 均涨超2%，<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨1.26%；汽车股涨幅居前，蔚来汽车、理想汽车领涨；美油升破114美元，石油股上扬明显，内房股与物管股延续昨日涨势。另一方面，生物科技股多数下跌，香港本地股、燃气股普跌。 先声药业涨超2%，抗新型冠状病毒候选药物“SIM0417”获国家药监局签发药物临床试验批准通知书。 美股市场 美股周一收盘涨跌不一，纳指下跌1.2%。市场仍在评估美国通胀高企与美联储激进加息政策路径对全球经济的负面影响。高盛下调美国经济增长预测，并警告美国应为经济衰退做好准备。纽约制造业指数创两年来新低。 截至收盘，纳指跌1.2%，标普500跌0.39%，道指涨0.08%。其中推特跌超8%，马斯克称不排除以更低价收购推特","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月17日讯，港股集体高开，恒指涨1.22%重回20000点上方，国指涨1.52%，恒生科技指数涨2.25%。 盘面上，华尔街巨头突然\"全面看多\"中概股，回港科技股全线走强，$知乎-W(02390)$ 大涨14.6%，$网易-S(09999)$ 涨4.5%，$阿里巴巴-SW(09988)$ 涨3.43%，$京东集团-SW(09618)$ 、$百度集团-SW(09888)$ 均涨超2%，$腾讯控股(00700)$ 涨1.26%；汽车股涨幅居前，蔚来汽车、理想汽车领涨；美油升破114美元，石油股上扬明显，内房股与物管股延续昨日涨势。另一方面，生物科技股多数下跌，香港本地股、燃气股普跌。 先声药业涨超2%，抗新型冠状病毒候选药物“SIM0417”获国家药监局签发药物临床试验批准通知书。 美股市场 美股周一收盘涨跌不一，纳指下跌1.2%。市场仍在评估美国通胀高企与美联储激进加息政策路径对全球经济的负面影响。高盛下调美国经济增长预测，并警告美国应为经济衰退做好准备。纽约制造业指数创两年来新低。 截至收盘，纳指跌1.2%，标普500跌0.39%，道指涨0.08%。其中推特跌超8%，马斯克称不排除以更低价收购推特","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615922560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615985030,"gmtCreate":1652746376020,"gmtModify":1652746377217,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"等","listText":"等","text":"等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615985030","repostId":"615030409","repostType":1,"repost":{"id":615030409,"gmtCreate":1652672465560,"gmtModify":1652693492896,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534312667271286","idStr":"3534312667271286"},"themes":[],"title":"美股阶段性底部打造完成，股指有望延续反弹","htmlText":"在连续的下跌之后，美股终于在上周下半段展开反击。随着周线明显的下影线出现，以及时间周期的到来，市场的阶段性底部打造完成。在没有新消息推动的情况下，股指有望延续反弹和修正行情。与此同时，黄金和白银跟随美股重挫之后也迎来了关键水平的争夺。 在今年年初见顶之后，标普的整体跌幅已经接近20%，几乎要完成技术性熊市的空间。不过所谓市场没有永远的牛市和熊市，在持续下跌之后，超卖情况的出现已经限制住了短期内进一步的下行空间。从周线收盘来看，上周留下了明显的下影线，这显然是一个非常积极的信号。因为从过去多次的经验来看，这通常代表着市场还将会反弹数周。当然需要注意的是，今年之前的下影线走势均出现在长期牛市之中，而今年的两次出现之后的反弹高度是在逐渐走低的。 4300附近预计将会是多头反弹的第一压力位，随后是4400水平，这一区间内有着比较密集的多空换手。如果多头还能更近一步的话，4640毫无疑问是多空分水岭。个人倾向于反弹很难上破该位置。如果突破，则可能会构建双头形态，但这个可能性比较低。因为其他基本面和消息面上似乎还很难找到利好支撑因素。 相较于美股，黄金和白银在过去数周的跌势则更加惨烈，这多少是超出了此前的预期。黄金很快速的跌破了1850的此前突破位，白银则跌破了21.60附近的关键水平支撑。这迫使我们对黄金的中长期头寸和方向进行再一次的评估。 就黄金而言，当前从2070的回撤力度和速度都已经超出了一般正常的范畴。多头需要快速回到1830/50之上，才能吸引买盘重新介入。对于空头来说，击穿1753/64的支撑将有效的击溃多头的信心。我们维持此前BE的持仓选择，但如果市场在未来2-3周继续下行的话，则预计市场将至少再探底一次1670的前期低位。 而在白银上，情况更加不利于多头一些。市场此前已经跌破了三重底的平台低位，这是比较明显的技术破位信号。未来1-2周无法快速收复的话，就会宣判趋势的形","listText":"在连续的下跌之后，美股终于在上周下半段展开反击。随着周线明显的下影线出现，以及时间周期的到来，市场的阶段性底部打造完成。在没有新消息推动的情况下，股指有望延续反弹和修正行情。与此同时，黄金和白银跟随美股重挫之后也迎来了关键水平的争夺。 在今年年初见顶之后，标普的整体跌幅已经接近20%，几乎要完成技术性熊市的空间。不过所谓市场没有永远的牛市和熊市，在持续下跌之后，超卖情况的出现已经限制住了短期内进一步的下行空间。从周线收盘来看，上周留下了明显的下影线，这显然是一个非常积极的信号。因为从过去多次的经验来看，这通常代表着市场还将会反弹数周。当然需要注意的是，今年之前的下影线走势均出现在长期牛市之中，而今年的两次出现之后的反弹高度是在逐渐走低的。 4300附近预计将会是多头反弹的第一压力位，随后是4400水平，这一区间内有着比较密集的多空换手。如果多头还能更近一步的话，4640毫无疑问是多空分水岭。个人倾向于反弹很难上破该位置。如果突破，则可能会构建双头形态，但这个可能性比较低。因为其他基本面和消息面上似乎还很难找到利好支撑因素。 相较于美股，黄金和白银在过去数周的跌势则更加惨烈，这多少是超出了此前的预期。黄金很快速的跌破了1850的此前突破位，白银则跌破了21.60附近的关键水平支撑。这迫使我们对黄金的中长期头寸和方向进行再一次的评估。 就黄金而言，当前从2070的回撤力度和速度都已经超出了一般正常的范畴。多头需要快速回到1830/50之上，才能吸引买盘重新介入。对于空头来说，击穿1753/64的支撑将有效的击溃多头的信心。我们维持此前BE的持仓选择，但如果市场在未来2-3周继续下行的话，则预计市场将至少再探底一次1670的前期低位。 而在白银上，情况更加不利于多头一些。市场此前已经跌破了三重底的平台低位，这是比较明显的技术破位信号。未来1-2周无法快速收复的话，就会宣判趋势的形","text":"在连续的下跌之后，美股终于在上周下半段展开反击。随着周线明显的下影线出现，以及时间周期的到来，市场的阶段性底部打造完成。在没有新消息推动的情况下，股指有望延续反弹和修正行情。与此同时，黄金和白银跟随美股重挫之后也迎来了关键水平的争夺。 在今年年初见顶之后，标普的整体跌幅已经接近20%，几乎要完成技术性熊市的空间。不过所谓市场没有永远的牛市和熊市，在持续下跌之后，超卖情况的出现已经限制住了短期内进一步的下行空间。从周线收盘来看，上周留下了明显的下影线，这显然是一个非常积极的信号。因为从过去多次的经验来看，这通常代表着市场还将会反弹数周。当然需要注意的是，今年之前的下影线走势均出现在长期牛市之中，而今年的两次出现之后的反弹高度是在逐渐走低的。 4300附近预计将会是多头反弹的第一压力位，随后是4400水平，这一区间内有着比较密集的多空换手。如果多头还能更近一步的话，4640毫无疑问是多空分水岭。个人倾向于反弹很难上破该位置。如果突破，则可能会构建双头形态，但这个可能性比较低。因为其他基本面和消息面上似乎还很难找到利好支撑因素。 相较于美股，黄金和白银在过去数周的跌势则更加惨烈，这多少是超出了此前的预期。黄金很快速的跌破了1850的此前突破位，白银则跌破了21.60附近的关键水平支撑。这迫使我们对黄金的中长期头寸和方向进行再一次的评估。 就黄金而言，当前从2070的回撤力度和速度都已经超出了一般正常的范畴。多头需要快速回到1830/50之上，才能吸引买盘重新介入。对于空头来说，击穿1753/64的支撑将有效的击溃多头的信心。我们维持此前BE的持仓选择，但如果市场在未来2-3周继续下行的话，则预计市场将至少再探底一次1670的前期低位。 而在白银上，情况更加不利于多头一些。市场此前已经跌破了三重底的平台低位，这是比较明显的技术破位信号。未来1-2周无法快速收复的话，就会宣判趋势的形","images":[{"img":"https://static.tigerbbs.com/0937d8b7f28c507c910203d54e1d1e87","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615030409","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615006058,"gmtCreate":1652666447474,"gmtModify":1652666478977,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"只能等","listText":"只能等","text":"只能等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615006058","repostId":"612787723","repostType":1,"repost":{"id":612787723,"gmtCreate":1652583720063,"gmtModify":1652597323859,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556673506813374","idStr":"3556673506813374"},"themes":[],"title":"【美股周记】2022年第19周 ——我把子弹都打出去了","htmlText":"这星期四五美股大盘虽然有反弹，但是全周依然保持了下跌的趋势，这已经是连续第6周的下跌，再次创造了美股自2011年以来最长的连续周下跌记录。到了今天这个时节，你手上要是没有几个被腰斩的股票，你都不好意思和朋友们聊股票了[笑哭]&nbsp;。在这样的至暗时刻，巴菲特那句“别人恐惧时贪婪”的经验之谈显得那么的苍白，但是也只有经历了这样的至暗时刻，你才能真正体会克服人性弱点的巨大难度，以及那句经验之谈的大道至简。QQQ周线图这两个星期铺天盖地的坏消息太多了，让我们暂时从这样悲观的氛围中跳脱出来，转过身去看看好的一面吧：经历这轮大跌以后，市场其实已经Price In了美联储年底可能加息到3%的坏消息，币圈崩盘，以及俄乌战争和中国疫情给供应链带来的糟糕情况。从现在开始，任何一点点好消息都能点燃投资者价值回归的情绪。大跌的过程也是一个大浪淘沙的过程在牛市中，我们都不可避免地买入了一些我们细想之下其实没有那么坚定的股票；在熊市开始时，这些没那么坚定的股票总是最先被我们清理掉的，尤其在经历这样的大跌之后，留在手上的就都是我有坚定信念的，并且打算长期持有的公司。这是一个大浪淘沙的过程，让我们看清楚自己当初选择的逻辑是否成立，以及我们选择的投资是否在我们的能力圈内。我的持仓调整计划这个时候，是我们为将来做成调整的最佳时机。为什么COINBASE大跌：凡事就怕有比较这个星期资本市场的大事件莫过于币圈的大跌，LUNA和UST的崩盘让大概2000亿资金在3天的时间里就归零了。要知道，LUNA不是那种小的山寨币，这个币曾经是总币值排名第6的大币种，背后是有大的风投资金支持的。这么惨烈的崩盘严重地动摇了投资者对整个加密货币市场的信心。来源：CoinDesk在这么雪崩的大环境里，谈基本面分析有点扯淡的。但是我们还是应该静下心来看看具体的数字。星期二COINBASE发布财报，对于COINBASE的投资者来说，","listText":"这星期四五美股大盘虽然有反弹，但是全周依然保持了下跌的趋势，这已经是连续第6周的下跌，再次创造了美股自2011年以来最长的连续周下跌记录。到了今天这个时节，你手上要是没有几个被腰斩的股票，你都不好意思和朋友们聊股票了[笑哭]&nbsp;。在这样的至暗时刻，巴菲特那句“别人恐惧时贪婪”的经验之谈显得那么的苍白，但是也只有经历了这样的至暗时刻，你才能真正体会克服人性弱点的巨大难度，以及那句经验之谈的大道至简。QQQ周线图这两个星期铺天盖地的坏消息太多了，让我们暂时从这样悲观的氛围中跳脱出来，转过身去看看好的一面吧：经历这轮大跌以后，市场其实已经Price In了美联储年底可能加息到3%的坏消息，币圈崩盘，以及俄乌战争和中国疫情给供应链带来的糟糕情况。从现在开始，任何一点点好消息都能点燃投资者价值回归的情绪。大跌的过程也是一个大浪淘沙的过程在牛市中，我们都不可避免地买入了一些我们细想之下其实没有那么坚定的股票；在熊市开始时，这些没那么坚定的股票总是最先被我们清理掉的，尤其在经历这样的大跌之后，留在手上的就都是我有坚定信念的，并且打算长期持有的公司。这是一个大浪淘沙的过程，让我们看清楚自己当初选择的逻辑是否成立，以及我们选择的投资是否在我们的能力圈内。我的持仓调整计划这个时候，是我们为将来做成调整的最佳时机。为什么COINBASE大跌：凡事就怕有比较这个星期资本市场的大事件莫过于币圈的大跌，LUNA和UST的崩盘让大概2000亿资金在3天的时间里就归零了。要知道，LUNA不是那种小的山寨币，这个币曾经是总币值排名第6的大币种，背后是有大的风投资金支持的。这么惨烈的崩盘严重地动摇了投资者对整个加密货币市场的信心。来源：CoinDesk在这么雪崩的大环境里，谈基本面分析有点扯淡的。但是我们还是应该静下心来看看具体的数字。星期二COINBASE发布财报，对于COINBASE的投资者来说，","text":"这星期四五美股大盘虽然有反弹，但是全周依然保持了下跌的趋势，这已经是连续第6周的下跌，再次创造了美股自2011年以来最长的连续周下跌记录。到了今天这个时节，你手上要是没有几个被腰斩的股票，你都不好意思和朋友们聊股票了[笑哭] 。在这样的至暗时刻，巴菲特那句“别人恐惧时贪婪”的经验之谈显得那么的苍白，但是也只有经历了这样的至暗时刻，你才能真正体会克服人性弱点的巨大难度，以及那句经验之谈的大道至简。QQQ周线图这两个星期铺天盖地的坏消息太多了，让我们暂时从这样悲观的氛围中跳脱出来，转过身去看看好的一面吧：经历这轮大跌以后，市场其实已经Price In了美联储年底可能加息到3%的坏消息，币圈崩盘，以及俄乌战争和中国疫情给供应链带来的糟糕情况。从现在开始，任何一点点好消息都能点燃投资者价值回归的情绪。大跌的过程也是一个大浪淘沙的过程在牛市中，我们都不可避免地买入了一些我们细想之下其实没有那么坚定的股票；在熊市开始时，这些没那么坚定的股票总是最先被我们清理掉的，尤其在经历这样的大跌之后，留在手上的就都是我有坚定信念的，并且打算长期持有的公司。这是一个大浪淘沙的过程，让我们看清楚自己当初选择的逻辑是否成立，以及我们选择的投资是否在我们的能力圈内。我的持仓调整计划这个时候，是我们为将来做成调整的最佳时机。为什么COINBASE大跌：凡事就怕有比较这个星期资本市场的大事件莫过于币圈的大跌，LUNA和UST的崩盘让大概2000亿资金在3天的时间里就归零了。要知道，LUNA不是那种小的山寨币，这个币曾经是总币值排名第6的大币种，背后是有大的风投资金支持的。这么惨烈的崩盘严重地动摇了投资者对整个加密货币市场的信心。来源：CoinDesk在这么雪崩的大环境里，谈基本面分析有点扯淡的。但是我们还是应该静下心来看看具体的数字。星期二COINBASE发布财报，对于COINBASE的投资者来说，","images":[{"img":"https://static.tigerbbs.com/2b25b91d8b9a66e33aa4c617e6a04b7d","width":"2090","height":"1558"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612787723","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612715743,"gmtCreate":1652571633882,"gmtModify":1652571635702,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"啥股","listText":"啥股","text":"啥股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612715743","repostId":"612557805","repostType":1,"repost":{"id":612557805,"gmtCreate":1652426199271,"gmtModify":1653898686548,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558937605407666","idStr":"3558937605407666"},"themes":[],"title":"【SGxTIGER送股】新规则，新奖品，第二阶段来啦！","htmlText":"老虎社区重磅推出的新加坡股市活动，进入第二阶段，奖品更丰厚，获奖更容易！ 在【SG x TIGER】新加坡股市活动的<a href=\"https://www.laohu8.com/post/616533979\" target=\"_blank\">第一阶段</a>，老虎共送出了约100张30新币新加坡股票代金券，以及约400张新加坡股票无限次免佣卡！感谢大家的踊跃参与！ 从本篇帖子起，活动进入第二阶段：5月13日-6月3日，<a target=\"_blank\" href=\"https://laohu8.com/U/3558937605407666\">@小虎投资狮城</a> 的全部社区贴（标题含有【SGxTIGER送股】标记的帖子），都为虎友们准备了0门槛奖品，获奖办法比第一阶段更容易哦！ 1、必中股票：每篇社区贴，截至发出后一个星期（7个自然日），按照评论发布时间顺序，前50名评论并且在老虎进行过任何市场交易的虎友（综合账户），都可获得对应社区帖中提及的免费新加坡股票一份。 同一篇帖子的评论区内，每位虎友可以多次评论，最多可获得一份股票；同一虎友，在几篇帖子的评论区内评论，即可获得几份股票！每篇帖子共送出50份股票，来得早的虎友们，中奖率就是100%啦！例如，在帖子发出后一个星期内，45名虎友发出了120条评论，那么这45名虎友每人都可以获得免费股票一份！发奖时，老虎系统会自动检测评论的虎友是否进行过交易，如果还没有在老虎进行过任何市场的交易，也没关系，在下周五前（5月20日）完成至少一笔交易，也可以参与本篇帖子及之后帖子的评奖！股票将在帖子发出后15个工作日内，送达获奖者的老虎账户持仓。 本篇帖子送股：<a target=\"_blank\" href=\"https://laohu8.com/S/A7RU.SI\">$吉宝基础设施信托(A7RU.SI)$</a> 100股/人，共5","listText":"老虎社区重磅推出的新加坡股市活动，进入第二阶段，奖品更丰厚，获奖更容易！ 在【SG x TIGER】新加坡股市活动的<a href=\"https://www.laohu8.com/post/616533979\" target=\"_blank\">第一阶段</a>，老虎共送出了约100张30新币新加坡股票代金券，以及约400张新加坡股票无限次免佣卡！感谢大家的踊跃参与！ 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接近熊市边缘。美国4月PPI同比升11%超预期，显示通胀压力仍然高企，进一步强化了美联储激进收紧货币政策的理由，也加重了经济衰退风险。美参议院确认鲍威尔连任美联储主席的提名。截至收盘，道指跌0.33%，纳指涨0.06%，盘中一度跌超2%，标普500指数跌0.13%。 随着$苹果(AAPL)$ 从1月高位回落22%，科技明星股已悉数陷入熊市。 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href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 。 昨天公布CPI数据后，大盘先跌后涨，后半夜持续滑落，最终收盘纳斯达克大跌3.18%。但是你们有没有注意，道琼斯只跌了1%而标普500只跌了1.65%。通过板块热力图可以看出，领跌主力是科技，电商、软件、云、电动汽车、芯片以及小市值成长股。也就是说传统板块波澜不惊，权重股跌的稀里哗啦。今天盘前特斯拉罕见跌到6开头，似乎检验价值投资的时刻又到了。从价格来看现在的股票很有投资吸引力，但从恐慌指数来看，市场离恐慌爆发的极值似乎还差一点距离。通常来说，当VIX涨到36时，市场反弹的概率更大。而从目前的k线来看，VIX似乎远未达到恐惧底线。这也是这两天股市的奇怪之处，科技巨头大跌对比VIX的无动于衷。主要原因在于虽然科技股大跌，但其他板块托住了标普500，而标普500不大跌，<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 就不怎么涨，股市也迟迟无法到底。 今日盘前巨头们继续下跌，毫无反弹的意思。虽然我之前买了vix&nbsp;put，不过看来这笔订单想获得盈利还需要再等一阵。关于昨天的大跌有两种说法，一个是CPI数据不尽如人意，虽然同比下降了但核心通胀并没有减缓，没能达到预期目标，所以美联储或在之后考虑更加激进的加息。 另一个说法就和最近币圈有关了。有种猜测是，因为Luna事件，币圈做市商为了更多现金支撑流动性而大量抛售手上的其他资产，其中就包括股票。 我认为还有第三种可能，就是机构正常对因为业绩而下调估值的股票进行清算时，正好赶上了两个黑天鹅叠加事件。于是就看到了昨天标普和科技巨头脱钩的怪现象。 所以经过上面的分析发现，科技巨头的抛售节奏和大盘的整体节奏似乎有点脱钩，科技巨头","listText":"如果你准备抄底，需要关注一下<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 。 昨天公布CPI数据后，大盘先跌后涨，后半夜持续滑落，最终收盘纳斯达克大跌3.18%。但是你们有没有注意，道琼斯只跌了1%而标普500只跌了1.65%。通过板块热力图可以看出，领跌主力是科技，电商、软件、云、电动汽车、芯片以及小市值成长股。也就是说传统板块波澜不惊，权重股跌的稀里哗啦。今天盘前特斯拉罕见跌到6开头，似乎检验价值投资的时刻又到了。从价格来看现在的股票很有投资吸引力，但从恐慌指数来看，市场离恐慌爆发的极值似乎还差一点距离。通常来说，当VIX涨到36时，市场反弹的概率更大。而从目前的k线来看，VIX似乎远未达到恐惧底线。这也是这两天股市的奇怪之处，科技巨头大跌对比VIX的无动于衷。主要原因在于虽然科技股大跌，但其他板块托住了标普500，而标普500不大跌，<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 就不怎么涨，股市也迟迟无法到底。 今日盘前巨头们继续下跌，毫无反弹的意思。虽然我之前买了vix&nbsp;put，不过看来这笔订单想获得盈利还需要再等一阵。关于昨天的大跌有两种说法，一个是CPI数据不尽如人意，虽然同比下降了但核心通胀并没有减缓，没能达到预期目标，所以美联储或在之后考虑更加激进的加息。 另一个说法就和最近币圈有关了。有种猜测是，因为Luna事件，币圈做市商为了更多现金支撑流动性而大量抛售手上的其他资产，其中就包括股票。 我认为还有第三种可能，就是机构正常对因为业绩而下调估值的股票进行清算时，正好赶上了两个黑天鹅叠加事件。于是就看到了昨天标普和科技巨头脱钩的怪现象。 所以经过上面的分析发现，科技巨头的抛售节奏和大盘的整体节奏似乎有点脱钩，科技巨头","text":"如果你准备抄底，需要关注一下$标普500波动率指数(VIX)$ 。 昨天公布CPI数据后，大盘先跌后涨，后半夜持续滑落，最终收盘纳斯达克大跌3.18%。但是你们有没有注意，道琼斯只跌了1%而标普500只跌了1.65%。通过板块热力图可以看出，领跌主力是科技，电商、软件、云、电动汽车、芯片以及小市值成长股。也就是说传统板块波澜不惊，权重股跌的稀里哗啦。今天盘前特斯拉罕见跌到6开头，似乎检验价值投资的时刻又到了。从价格来看现在的股票很有投资吸引力，但从恐慌指数来看，市场离恐慌爆发的极值似乎还差一点距离。通常来说，当VIX涨到36时，市场反弹的概率更大。而从目前的k线来看，VIX似乎远未达到恐惧底线。这也是这两天股市的奇怪之处，科技巨头大跌对比VIX的无动于衷。主要原因在于虽然科技股大跌，但其他板块托住了标普500，而标普500不大跌，$标普500波动率指数(VIX)$ 就不怎么涨，股市也迟迟无法到底。 今日盘前巨头们继续下跌，毫无反弹的意思。虽然我之前买了vix put，不过看来这笔订单想获得盈利还需要再等一阵。关于昨天的大跌有两种说法，一个是CPI数据不尽如人意，虽然同比下降了但核心通胀并没有减缓，没能达到预期目标，所以美联储或在之后考虑更加激进的加息。 另一个说法就和最近币圈有关了。有种猜测是，因为Luna事件，币圈做市商为了更多现金支撑流动性而大量抛售手上的其他资产，其中就包括股票。 我认为还有第三种可能，就是机构正常对因为业绩而下调估值的股票进行清算时，正好赶上了两个黑天鹅叠加事件。于是就看到了昨天标普和科技巨头脱钩的怪现象。 所以经过上面的分析发现，科技巨头的抛售节奏和大盘的整体节奏似乎有点脱钩，科技巨头","images":[{"img":"https://static.tigerbbs.com/5adb64f5f2ee41d1815c278c2055d962","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/abeb637bbc26c2efbce39b180d8339e6","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/02b7c7292466b3b86adea2ccde175947","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612250483","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612631951,"gmtCreate":1652313839773,"gmtModify":1652313840919,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"熊市就是慢慢建仓，然后等","listText":"熊市就是慢慢建仓，然后等","text":"熊市就是慢慢建仓，然后等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612631951","repostId":"612819352","repostType":1,"repost":{"id":612819352,"gmtCreate":1652261520204,"gmtModify":1652264385504,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"美股的熊市开始了吗？什么位置是底，何时会结束？","htmlText":"本文只分享一些数据和我对数据的看法，我的结论并非就准确，大家见仁见智做个参考。 首先我觉得，我们现在正处在美股罕见的熊市之中，这点毫无疑问。 市场的走势其实很有规律，当大多数人觉得这次美股暴跌来的猝不及防的时候，我们放眼到价格运行的大周期环境下就会发现，这只是美股例行调整中必不可少的一次，用我们中国话说就是：天行有常。 你可以把暴跌归因到通胀的飞涨失控，也可以归因为美联储的加息缩表，也可以归因到乌俄战争，但归根结底是，美股的调整时间到了： 从标普月线的买卖强弱指标RSI和STO来看，每7年就会出现一次调整周期，而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲，这次周期性的调整要远远小于2020年的那次股灾，看看纳指的调整，从顶部已经回落了20%，相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点，RIS指数来到了超跌区间里。但相比2020年RIS的跌幅，这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘，而是说在RSI和STO两个指标的调整空间和时间上，应该会不亚于2年前的那次崩盘，但即便如此，RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲，应该就是黎明前最黑暗的时间，我们相信，美股很可能会在短期出现一次反弹出逃的机会，但长期而言，熊市可能才刚刚开始，按照美股的运行规律，牛市的持续时间通常是熊市的五倍，按照这个规律来算，美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道，乌俄战争导致的通胀爆发，逼迫美联储大幅加息，利率的抬升对美股高估值形成压力，同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整，并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","listText":"本文只分享一些数据和我对数据的看法，我的结论并非就准确，大家见仁见智做个参考。 首先我觉得，我们现在正处在美股罕见的熊市之中，这点毫无疑问。 市场的走势其实很有规律，当大多数人觉得这次美股暴跌来的猝不及防的时候，我们放眼到价格运行的大周期环境下就会发现，这只是美股例行调整中必不可少的一次，用我们中国话说就是：天行有常。 你可以把暴跌归因到通胀的飞涨失控，也可以归因为美联储的加息缩表，也可以归因到乌俄战争，但归根结底是，美股的调整时间到了： 从标普月线的买卖强弱指标RSI和STO来看，每7年就会出现一次调整周期，而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲，这次周期性的调整要远远小于2020年的那次股灾，看看纳指的调整，从顶部已经回落了20%，相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点，RIS指数来到了超跌区间里。但相比2020年RIS的跌幅，这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘，而是说在RSI和STO两个指标的调整空间和时间上，应该会不亚于2年前的那次崩盘，但即便如此，RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲，应该就是黎明前最黑暗的时间，我们相信，美股很可能会在短期出现一次反弹出逃的机会，但长期而言，熊市可能才刚刚开始，按照美股的运行规律，牛市的持续时间通常是熊市的五倍，按照这个规律来算，美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道，乌俄战争导致的通胀爆发，逼迫美联储大幅加息，利率的抬升对美股高估值形成压力，同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整，并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","text":"本文只分享一些数据和我对数据的看法，我的结论并非就准确，大家见仁见智做个参考。 首先我觉得，我们现在正处在美股罕见的熊市之中，这点毫无疑问。 市场的走势其实很有规律，当大多数人觉得这次美股暴跌来的猝不及防的时候，我们放眼到价格运行的大周期环境下就会发现，这只是美股例行调整中必不可少的一次，用我们中国话说就是：天行有常。 你可以把暴跌归因到通胀的飞涨失控，也可以归因为美联储的加息缩表，也可以归因到乌俄战争，但归根结底是，美股的调整时间到了： 从标普月线的买卖强弱指标RSI和STO来看，每7年就会出现一次调整周期，而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲，这次周期性的调整要远远小于2020年的那次股灾，看看纳指的调整，从顶部已经回落了20%，相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点，RIS指数来到了超跌区间里。但相比2020年RIS的跌幅，这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘，而是说在RSI和STO两个指标的调整空间和时间上，应该会不亚于2年前的那次崩盘，但即便如此，RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲，应该就是黎明前最黑暗的时间，我们相信，美股很可能会在短期出现一次反弹出逃的机会，但长期而言，熊市可能才刚刚开始，按照美股的运行规律，牛市的持续时间通常是熊市的五倍，按照这个规律来算，美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道，乌俄战争导致的通胀爆发，逼迫美联储大幅加息，利率的抬升对美股高估值形成压力，同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整，并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","images":[{"img":"https://static.tigerbbs.com/95f4975ffe3ae669f5b13193b12aba24","width":"847","height":"698"},{"img":"https://static.tigerbbs.com/f64e4706ccc11bde0ebb635b6417f888","width":"663","height":"637"},{"img":"https://static.tigerbbs.com/db29db20e00f2d6a7e3e1e6f80a1191e","width":"1080","height":"432"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612819352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612138158,"gmtCreate":1652223948274,"gmtModify":1652223949204,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"做空","listText":"做空","text":"做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612138158","repostId":"612941546","repostType":1,"repost":{"id":612941546,"gmtCreate":1652152441388,"gmtModify":1744960815166,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🔥【5月10日】 美股全线暴跌“触目惊心”，今天你选择坚守还是做空？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月10日讯，滞胀风险挥之不去，隔夜美股暴跌，拖累港股今早集体重挫，其中，科技股跌幅居前，恒生科技指数低开近6%。 成分股中，<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌13%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌12%，<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 和<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌10%，哔哩哔哩跌近10%，快手、阿里巴巴、美团跌超7%，腾讯、小米跌超4%。 美股市场 美股周一大幅收跌，道指重挫逾650点，标普500指数跌破4000点，纳指狂泻4.29%。市场担心美联储激进紧缩可能导致经济衰退。原油重挫。避险需求推动美元走高。美债收益率大涨，10年期美债收益率一度突破3.2%。截至收盘，道指跌1.99%，纳指跌4.29%，标普500指数跌3.2%。 板块上，油气、银行、半导体和互联网科技板块集体重挫，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌3.32%市值一夜蒸发845亿美元，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超9%。 热门中概股周一收盘全线大跌，纳斯达克中国金龙指数收跌7.79%。<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 跌超25%，新东方、法拉第未来跌超16%，水滴","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月10日讯，滞胀风险挥之不去，隔夜美股暴跌，拖累港股今早集体重挫，其中，科技股跌幅居前，恒生科技指数低开近6%。 成分股中，<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌13%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌12%，<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 和<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌10%，哔哩哔哩跌近10%，快手、阿里巴巴、美团跌超7%，腾讯、小米跌超4%。 美股市场 美股周一大幅收跌，道指重挫逾650点，标普500指数跌破4000点，纳指狂泻4.29%。市场担心美联储激进紧缩可能导致经济衰退。原油重挫。避险需求推动美元走高。美债收益率大涨，10年期美债收益率一度突破3.2%。截至收盘，道指跌1.99%，纳指跌4.29%，标普500指数跌3.2%。 板块上，油气、银行、半导体和互联网科技板块集体重挫，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌3.32%市值一夜蒸发845亿美元，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超9%。 热门中概股周一收盘全线大跌，纳斯达克中国金龙指数收跌7.79%。<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 跌超25%，新东方、法拉第未来跌超16%，水滴","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月10日讯，滞胀风险挥之不去，隔夜美股暴跌，拖累港股今早集体重挫，其中，科技股跌幅居前，恒生科技指数低开近6%。 成分股中，$小鹏汽车-W(09868)$ 跌13%，$京东集团-SW(09618)$ 跌12%，$理想汽车-W(02015)$ 和$百度集团-SW(09888)$ 跌10%，哔哩哔哩跌近10%，快手、阿里巴巴、美团跌超7%，腾讯、小米跌超4%。 美股市场 美股周一大幅收跌，道指重挫逾650点，标普500指数跌破4000点，纳指狂泻4.29%。市场担心美联储激进紧缩可能导致经济衰退。原油重挫。避险需求推动美元走高。美债收益率大涨，10年期美债收益率一度突破3.2%。截至收盘，道指跌1.99%，纳指跌4.29%，标普500指数跌3.2%。 板块上，油气、银行、半导体和互联网科技板块集体重挫，$苹果(AAPL)$ 跌3.32%市值一夜蒸发845亿美元，$特斯拉(TSLA)$ 跌超9%。 热门中概股周一收盘全线大跌，纳斯达克中国金龙指数收跌7.79%。$嘉楠科技(CAN)$ 跌超25%，新东方、法拉第未来跌超16%，水滴","images":[{"img":"https://static.tigerbbs.com/e8a2ad349ae0df3f34a89f28f3f11bb3","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612941546","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616741080,"gmtCreate":1652053087040,"gmtModify":1652053094027,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"似曾相似的市场","listText":"似曾相似的市场","text":"似曾相似的市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616741080","repostId":"616272213","repostType":1,"repost":{"id":616272213,"gmtCreate":1651808956833,"gmtModify":1651846537430,"author":{"id":"3521339628608760","authorId":"3521339628608760","name":"拉法去热爱","avatar":"https://static.tigerbbs.com/070aca9b27dfc943b13c19aa9ef9c966","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521339628608760","idStr":"3521339628608760"},"themes":[],"title":"5.6交易计划和纳指后市看法：由多转空了","htmlText":"本以为华尔街还是玩老套路，昨天计划是逢低做多，结果开盘看盘面，完全没有看到做多的信号，所以昨天没有买正股，也没有做多纳指期货。这就是我为什么每天的分析都写“具体要开盘看盘面”，日线的分析，里面掺杂了我们很多的主观想法，只有日内的走势，能更准确的分析盘面，判断日内的走势，所以最近的大盘我一般都是日内操作比较多。目前大盘又跌破了12550的支撑，但是还没有破前几天的低点，还有在支撑位附近筑底后往上的可能，但我的观点由多转空了，下一个支撑位11400苹果微软都还领涨大盘，有回调的需求今日计划：今日计划逢高做空，具体开盘看盘面（具体得开盘根据盘面看，尤其是期货和期权）持有正股的小伙伴可以持有或者减仓，想买的小伙伴可以继续观望后市看法：继续下跌到下一个支撑位11400左右<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>&nbsp;<a href=\"https://laohu8.com/FUT/NQmain\" target=\"_blank\">$NQ100指数主连 2206(NQmain)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;","listText":"本以为华尔街还是玩老套路，昨天计划是逢低做多，结果开盘看盘面，完全没有看到做多的信号，所以昨天没有买正股，也没有做多纳指期货。这就是我为什么每天的分析都写“具体要开盘看盘面”，日线的分析，里面掺杂了我们很多的主观想法，只有日内的走势，能更准确的分析盘面，判断日内的走势，所以最近的大盘我一般都是日内操作比较多。目前大盘又跌破了12550的支撑，但是还没有破前几天的低点，还有在支撑位附近筑底后往上的可能，但我的观点由多转空了，下一个支撑位11400苹果微软都还领涨大盘，有回调的需求今日计划：今日计划逢高做空，具体开盘看盘面（具体得开盘根据盘面看，尤其是期货和期权）持有正股的小伙伴可以持有或者减仓，想买的小伙伴可以继续观望后市看法：继续下跌到下一个支撑位11400左右<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>&nbsp;<a href=\"https://laohu8.com/FUT/NQmain\" target=\"_blank\">$NQ100指数主连 2206(NQmain)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;","text":"本以为华尔街还是玩老套路，昨天计划是逢低做多，结果开盘看盘面，完全没有看到做多的信号，所以昨天没有买正股，也没有做多纳指期货。这就是我为什么每天的分析都写“具体要开盘看盘面”，日线的分析，里面掺杂了我们很多的主观想法，只有日内的走势，能更准确的分析盘面，判断日内的走势，所以最近的大盘我一般都是日内操作比较多。目前大盘又跌破了12550的支撑，但是还没有破前几天的低点，还有在支撑位附近筑底后往上的可能，但我的观点由多转空了，下一个支撑位11400苹果微软都还领涨大盘，有回调的需求今日计划：今日计划逢高做空，具体开盘看盘面（具体得开盘根据盘面看，尤其是期货和期权）持有正股的小伙伴可以持有或者减仓，想买的小伙伴可以继续观望后市看法：继续下跌到下一个支撑位11400左右$纳斯达克(.IXIC)$ $标普500(.SPX)$ $NQ100指数主连 2206(NQmain)$ $蔚来(NIO)$ $苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/d2410cb4cb5aa4c004240a1b95f569aa","width":"632","height":"425"},{"img":"https://static.tigerbbs.com/b0557d2c79460237af1227e362f5d850","width":"632","height":"417"},{"img":"https://static.tigerbbs.com/e842a78bc4d7b6dbcfa35c88329e758a","width":"308","height":"148"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616272213","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616711684,"gmtCreate":1651974030848,"gmtModify":1651974032027,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"确实如此，新加坡股市是适合稳稳当当的股息投资","listText":"确实如此，新加坡股市是适合稳稳当当的股息投资","text":"确实如此，新加坡股市是适合稳稳当当的股息投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616711684","repostId":"616533979","repostType":1,"repost":{"id":616533979,"gmtCreate":1651820891477,"gmtModify":1651826153105,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558937605407666","idStr":"3558937605407666"},"themes":[],"title":"【SG x TIGER】全球市场起伏不定？新加坡市场，稳健的防守战术！","htmlText":"本文翻译自<a target=\"_blank\" href=\"https://laohu8.com/U/3558908080415665\">@邹咏翰</a> 的英文原文 许多高风险投资，如加密货币、高增长股票和科技股，在过去两年中损失惨重。 即便是债券也未能幸免，随着利率上升，价格跳水。 自然地，投资者的投资防御性越来越强。而在目前的环境中，哪里是相对安全的呢？ 首先，我们从地理上看。欧洲的战争问题还没有解决，美国正在经历通货膨胀，因此利率上升会继续压低成长股的估值。 另一方面，新加坡是最早取消大部分新冠防疫措施的几个亚洲国家之一。旅游业和航空旅行正在恢复，餐饮业也在积极地运营。 新加坡中央银行还强化了新元以打击通货膨胀，并有望在短期内有效地抑制成本压力。因此，新加坡市场提供了一个良好的投资方向。 &nbsp; 第二，让我们来看看合适的行业。我认为有两个主题在现今的环境中较为有弹性。 第一个是复苏主题。酒店、旅游、运输和餐饮业的许多股票由于新冠疫情一度不景气。在股价已被压低的情况下，从这些领域找到被低估股票的机会更大。而新加坡经济的重新开放是这些股票的价值被释放的催化剂。复苏主题的股票有许多，比如<a target=\"_blank\" href=\"https://laohu8.com/S/Q5T.SI\">$远东酒店信托(Q5T.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/C52.SI\">$康福德高企业(C52.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/S58.SI\">$新翔集团有限公司(S58.</a>","listText":"本文翻译自<a target=\"_blank\" href=\"https://laohu8.com/U/3558908080415665\">@邹咏翰</a> 的英文原文 许多高风险投资，如加密货币、高增长股票和科技股，在过去两年中损失惨重。 即便是债券也未能幸免，随着利率上升，价格跳水。 自然地，投资者的投资防御性越来越强。而在目前的环境中，哪里是相对安全的呢？ 首先，我们从地理上看。欧洲的战争问题还没有解决，美国正在经历通货膨胀，因此利率上升会继续压低成长股的估值。 另一方面，新加坡是最早取消大部分新冠防疫措施的几个亚洲国家之一。旅游业和航空旅行正在恢复，餐饮业也在积极地运营。 新加坡中央银行还强化了新元以打击通货膨胀，并有望在短期内有效地抑制成本压力。因此，新加坡市场提供了一个良好的投资方向。 &nbsp; 第二，让我们来看看合适的行业。我认为有两个主题在现今的环境中较为有弹性。 第一个是复苏主题。酒店、旅游、运输和餐饮业的许多股票由于新冠疫情一度不景气。在股价已被压低的情况下，从这些领域找到被低估股票的机会更大。而新加坡经济的重新开放是这些股票的价值被释放的催化剂。复苏主题的股票有许多，比如<a target=\"_blank\" href=\"https://laohu8.com/S/Q5T.SI\">$远东酒店信托(Q5T.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/C52.SI\">$康福德高企业(C52.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/S58.SI\">$新翔集团有限公司(S58.</a>","text":"本文翻译自@邹咏翰 的英文原文 许多高风险投资，如加密货币、高增长股票和科技股，在过去两年中损失惨重。 即便是债券也未能幸免，随着利率上升，价格跳水。 自然地，投资者的投资防御性越来越强。而在目前的环境中，哪里是相对安全的呢？ 首先，我们从地理上看。欧洲的战争问题还没有解决，美国正在经历通货膨胀，因此利率上升会继续压低成长股的估值。 另一方面，新加坡是最早取消大部分新冠防疫措施的几个亚洲国家之一。旅游业和航空旅行正在恢复，餐饮业也在积极地运营。 新加坡中央银行还强化了新元以打击通货膨胀，并有望在短期内有效地抑制成本压力。因此，新加坡市场提供了一个良好的投资方向。 第二，让我们来看看合适的行业。我认为有两个主题在现今的环境中较为有弹性。 第一个是复苏主题。酒店、旅游、运输和餐饮业的许多股票由于新冠疫情一度不景气。在股价已被压低的情况下，从这些领域找到被低估股票的机会更大。而新加坡经济的重新开放是这些股票的价值被释放的催化剂。复苏主题的股票有许多，比如$远东酒店信托(Q5T.SI)$ 、$云顶新加坡(G13.SI)$ 、$康福德高企业(C52.SI)$ 、$新翔集团有限公司(S58.","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616533979","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616432475,"gmtCreate":1651882739097,"gmtModify":1651882740657,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"人人恐慌","listText":"人人恐慌","text":"人人恐慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616432475","repostId":"616240157","repostType":1,"repost":{"id":616240157,"gmtCreate":1651803046428,"gmtModify":1744960813661,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【5月6日】 美股血流成河，道指狂泻千点，今天你敢买点啥？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月6日讯，隔夜美股惨遭血洗，道指狂泻千点。港股大幅低开，恒指跌2.44%，国指跌2.64%，恒生科技指数跌3.76%。 盘面上，大型科技股美团跌近6%，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>、快手、<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>、小米均跌超4%，<a href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌近4%；汽车股集体大跌，<a href=\"https://laohu8.com/S/09868\">$蔚来(09868)$</a>汽车、<a href=\"https://laohu8.com/S/02015\">$小鹏汽车(02015)$</a>重挫逾10%，家电股、体育用品股、生物科技股、餐饮股、乳制品股、半导体股、海运股等纷纷下跌。另一方面，教育股、食品饮料股个别上涨，<a href=\"https://laohu8.com/S/00667\">$中国东方教育(00667)$</a>逆势高开3%，统一中国企业涨1.3%。 美股市场 美股超级大变脸！道指狂泻1000点，纳指暴跌近5%，抵押贷款利率吓坏市场 美股周四大幅收跌。恐慌性抛盘涌现，三大股指全部回吐昨日涨幅，道指盘中一度狂泻近1400点。美债收益率飙升，美元指数创近20年新高。昨日美联储主席鲍威尔言论推动的美股反弹迅速失去动力。最终，道指跌3.12%，标普跌3.56%，纳指跌4.99%。 热门中概股周四收盘重挫，纳斯达克中国金龙指数收盘大","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月6日讯，隔夜美股惨遭血洗，道指狂泻千点。港股大幅低开，恒指跌2.44%，国指跌2.64%，恒生科技指数跌3.76%。 盘面上，大型科技股美团跌近6%，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>、快手、<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>、小米均跌超4%，<a href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌近4%；汽车股集体大跌，<a href=\"https://laohu8.com/S/09868\">$蔚来(09868)$</a>汽车、<a href=\"https://laohu8.com/S/02015\">$小鹏汽车(02015)$</a>重挫逾10%，家电股、体育用品股、生物科技股、餐饮股、乳制品股、半导体股、海运股等纷纷下跌。另一方面，教育股、食品饮料股个别上涨，<a href=\"https://laohu8.com/S/00667\">$中国东方教育(00667)$</a>逆势高开3%，统一中国企业涨1.3%。 美股市场 美股超级大变脸！道指狂泻1000点，纳指暴跌近5%，抵押贷款利率吓坏市场 美股周四大幅收跌。恐慌性抛盘涌现，三大股指全部回吐昨日涨幅，道指盘中一度狂泻近1400点。美债收益率飙升，美元指数创近20年新高。昨日美联储主席鲍威尔言论推动的美股反弹迅速失去动力。最终，道指跌3.12%，标普跌3.56%，纳指跌4.99%。 热门中概股周四收盘重挫，纳斯达克中国金龙指数收盘大","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月6日讯，隔夜美股惨遭血洗，道指狂泻千点。港股大幅低开，恒指跌2.44%，国指跌2.64%，恒生科技指数跌3.76%。 盘面上，大型科技股美团跌近6%，$阿里巴巴(09988)$、快手、$京东(09618)$、小米均跌超4%，$腾讯(00700)$、$百度(09888)$跌近4%；汽车股集体大跌，$蔚来(09868)$汽车、$小鹏汽车(02015)$重挫逾10%，家电股、体育用品股、生物科技股、餐饮股、乳制品股、半导体股、海运股等纷纷下跌。另一方面，教育股、食品饮料股个别上涨，$中国东方教育(00667)$逆势高开3%，统一中国企业涨1.3%。 美股市场 美股超级大变脸！道指狂泻1000点，纳指暴跌近5%，抵押贷款利率吓坏市场 美股周四大幅收跌。恐慌性抛盘涌现，三大股指全部回吐昨日涨幅，道指盘中一度狂泻近1400点。美债收益率飙升，美元指数创近20年新高。昨日美联储主席鲍威尔言论推动的美股反弹迅速失去动力。最终，道指跌3.12%，标普跌3.56%，纳指跌4.99%。 热门中概股周四收盘重挫，纳斯达克中国金龙指数收盘大","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616240157","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":806280701,"gmtCreate":1627657744403,"gmtModify":1631885330543,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Bearish prediction but is market listening?","listText":"Bearish prediction but is market listening?","text":"Bearish prediction but is market listening?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806280701","repostId":"1198838390","repostType":4,"repost":{"id":"1198838390","kind":"news","pubTimestamp":1627656767,"share":"https://www.laohu8.com/m/news/1198838390?lang=zh_CN&edition=full","pubTime":"2021-07-30 22:52","market":"us","language":"en","title":"This eye-catching divergence in the stock market is a warning against complacency<blockquote>股市这种引人注目的背离是对自满的警告</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198838390","media":"MarketWatch","summary":"S&P 500’s core outlook remains bullish\nGETTY IMAGES\nThe S&P 500 index is performing at a far differe","content":"<p>S&amp;P 500’s core outlook remains bullish</p><p><blockquote>标普500的核心前景仍然看涨</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9a9d5fb12a2f91c146699e5be54c5c\" tg-width=\"700\" tg-height=\"473\" referrerpolicy=\"no-referrer\"><span>GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> The S&amp;P 500 index is performing at a far different rate than the “average” stock. This has been going on for a while and is not necessarily a bull market “killer,” but it is certainly not the healthiest of environments.</p><p><blockquote>标普500指数的表现与“平均”股票截然不同。这种情况已经持续了一段时间，不一定是牛市“杀手”，但肯定不是最健康的环境。</blockquote></p><p> The S&amp;P,the NASDAQ-100&nbsp;and the Dow Jones Industrial Average&nbsp;are all at or near all-time highs. But the Russell 2000 is lagging behind, reflective of the poor internal strength of the overall market. The internal measurements show fairly heavy put buying, poor breadth on many days, and even more new 52-week lows than new highs.</p><p><blockquote>标准普尔指数、纳斯达克100指数和道琼斯工业平均指数均处于或接近历史高点。但罗素2000指数落后，反映出整体市场内功不佳。内部测量显示看跌期权买盘相当多，多日广度较差，52周新低甚至多于新高。</blockquote></p><p> What is propelling SPX and the narrow-based indexes is a relatively small number of large-cap tech stocks.</p><p><blockquote>推动SPX和窄基指数的是数量相对较少的大型科技股。</blockquote></p><p> Similar stories have unfolded many times in the past – some with dire market results and some not so bad. But it is extremely difficult to keep a bull market going with the majority of stocks lagging behind.</p><p><blockquote>类似的故事在过去已经发生过很多次——有些市场结果很糟糕，有些则没有那么糟糕。但在大多数股票都落后的情况下，维持牛市是极其困难的。</blockquote></p><p> Two rather notable, but certainly not recent, occurrences were 1) the “Nifty Fifty” stocks of 1973 that seemed to “defy gravity” and kept going up while the rest of the market was stumbling; eventually that situation deteriorated into a raging bear market in 1974, and 2) the “stealth bear market” of 1994, where small-caps went down for most of the year, yet SPX was essentially flat during that time; there never<i>was</i>much of a decline in that index until an unrelated scandal (the Orange County debacle) took it down briefly late in the year.</p><p><blockquote>两个相当值得注意的事件，但肯定不是最近发生的，是1)1973年的“漂亮五十”股票，它们似乎“无视地心引力”，在市场其他部分跌跌撞撞的情况下继续上涨；最终，这种情况恶化为1974年的熊市，以及2）1994年的“隐形熊市”，小盘股在这一年的大部分时间里都在下跌，但SPX在此期间基本持平；从来没有<i>什么</i>该指数大幅下跌，直到年底一场不相关的丑闻（奥兰治县灾难）导致该指数短暂下跌。</blockquote></p><p> This situation is not irreversible. It could “right” itself if breadth were to improve. That is still a possibility.</p><p><blockquote>这种情况并非不可逆转。如果广度提高，它可以“纠正”自己。这仍然是一种可能性。</blockquote></p><p> The SPX chart is still in a bullish mode, as it is rising and above support. There is minor support at this week’s lows, near 4370. Then there is more important support below that at 4233 (the July lows). As long as SPX remains above that level, the chart will still have a bullish appearance. Further support levels at 4160 and 4060 were well-tested, but are so far below current levels as to be of little use.</p><p><blockquote>SPX图表仍处于看涨模式，因为它正在上涨并高于支撑位。本周低点4370附近有小幅支撑。然后在4233点（7月低点）下方有更重要的支撑。只要SPX保持在该水平之上，图表仍将呈现看涨的外观。4160点和4060点的进一步支撑位经过了很好的测试，但远低于当前水平，用处不大。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033187b97fbfadb4f302aff6d1e0e8c6\" tg-width=\"699\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米兰</span></p></blockquote></p><p> As noted on the accompanying SPX chart, a McMillan Volatility Band (MVB) sell signal is place (green “S” on the upper right of the chart). In addition, there is now a realized volatility sell signal in place, too, as the S&amp;P’s 20-day historical volatility has risen above 11%.</p><p><blockquote>如随附的SPX图表所示，发出麦克米兰波动带(MVB)卖出信号（图表右上角的绿色“S”）。此外，随着标准普尔指数20天历史波动率已升至11%以上，现在也出现了已实现的波动性卖出信号。</blockquote></p><p> Equity-only put-call ratios remain on sell signals, as they are still rising. This is indicative of relatively heavy put buying over the past month. As one can see from the accompanying charts, the standard ratio is rising faster than the weighted ratio – but both are rising.</p><p><blockquote>仅股票的看跌看涨期权比率仍处于卖出信号，因为它们仍在上升。这表明过去一个月看跌期权买盘相对较多。从附图中可以看出，标准比率的上升速度快于加权比率，但两者都在上升。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94f1634f122ad3efa266cde27ddd8599\" tg-width=\"699\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米兰</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/786b9a1f7118e239186772ceb365b513\" tg-width=\"699\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米兰</span></p></blockquote></p><p> Breadth has been the most prominent indicator of the internal troubles that the current market is experiencing. It has been negative on many days when SPX was making new all-time highs. As a result, our breadth oscillators are lagging behind the market. Yes, they are on buy signals, but are nowhere near the positive levels that one would expect to see with the NASDAQ-100, S&amp;P 500 and Dow industrials at or near their highs.</p><p><blockquote>广度一直是当前市场正在经历的内部问题的最突出指标。当SPX创下历史新高时，它已经连续多天为负值。因此，我们的广度振荡器落后于市场。是的，它们发出了买入信号，但远未达到纳斯达克100指数、标普500指数和道琼斯工业指数处于或接近高点时预期的积极水平。</blockquote></p><p> There was one small ray of improvement here on Wednesday, though, when the broad market was flat-to-down on the day, yet breadth was positive. We have not seen that much recently, but if it should continue, that would be bullish for stocks.</p><p><blockquote>不过，周三有一丝小幅改善，当天大盘持平至下跌，但广度是积极的。我们最近没有看到那么多，但如果这种情况继续下去，这将对股市有利。</blockquote></p><p> The cumulative breadth oscillators continue to lag, and that is the “official” measure of a negative divergence. The cumulative breadth indicators made new all-time highs on 10 of 13 trading days leading up to and including June 11. Since then, they have not made a single new all-time high. Meanwhile, SPX has made new all-time highs on 13 separate trading days since that date.<i>That</i>is a negative divergence.</p><p><blockquote>累积宽度振荡器继续滞后，这是负背离的“官方”衡量标准。截至6月11日（含6月11日）的13个交易日中，累计宽度指标有10个创下历史新高。从那以后，他们没有创下一个新的历史新高。与此同时，自该日以来，SPX已连续13个交易日创下历史新高。<i>那个</i>是负背离。</blockquote></p><p> It can be overcome by an improvement in the cumulative breadth indicators – something which was accomplished earlier this year. But, for now, this negative divergence remains as a warning sign to stay alert and not become complacent.</p><p><blockquote>这可以通过改进累积宽度指标来克服——这是今年早些时候完成的。但是，就目前而言，这种负面分歧仍然是一个警告信号，需要保持警惕，不要自满。</blockquote></p><p></p><p> Over the past week, new 52-weeks lows were more numerous than new 52-week highs in terms of NASDAQ data and in terms of “stocks only” data. However, it is the NYSE that we use for our indicator, and new highs managed to cling to a narrow lead over new lows there. Thus, this indicator – while weakening – is still in a bullish state.</p><p><blockquote>过去一周，就纳斯达克数据和“仅股票”数据而言，52周新低多于52周新高。然而，我们使用纽约证券交易所作为指标，新高设法保持对新低的微弱领先。因此，该指标虽然走弱，但仍处于看涨状态。</blockquote></p><p> The one area of the market that has not shown these negative tendencies is implied volatility – VIX&nbsp;and its trading products. The VIX “spike peak” buy signal of July 20 is still in place. In fact, there has been a continuous “spike peak” buy signal in place since May 21, except for two trading days. Moreover, the trend of VIX remains downward as the 200-day moving average is still declining, and it is well above the VIX 20-day moving average.</p><p><blockquote>市场中没有表现出这些负面趋势的一个领域是隐含波动率——VIX及其交易产品。7月20日的VIX“峰值”买入信号仍然存在。事实上，自5月21日以来，除了两个交易日外，一直存在连续的“尖峰”买入信号。此外，由于200日移动平均线仍在下降，VIX的趋势仍然向下，并且远高于VIX 20日移动平均线。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/647dc26baa4fe92b852e1a1585a5cc18\" tg-width=\"700\" tg-height=\"527\" referrerpolicy=\"no-referrer\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米兰</span></p></blockquote></p><p> The construct of volatility derivatives remains positive for stocks. The front-month August VIX futures are trading at a rather large premium to VIX, and the VIX futures term structure slopes upward. Also, the CBOE Volatility Indices term structure slopes upward. These add up to a bullish scenario for stocks. Any danger for the broad market would be signaled by the August VIX futures trading at a higher price than the September VIX futures, but that it is not imminent.</p><p><blockquote>波动性衍生品的结构仍然对股票有利。近月8月VIX期货的交易价格相对于VIX有相当大的溢价，VIX期货期限结构向上倾斜。此外，芝加哥期权交易所波动率指数期限结构向上倾斜。这些加起来对股市来说是一个看涨的情景。8月份VIX期货的交易价格高于9月份VIX期货，这将表明大盘面临任何危险，但这种危险并非迫在眉睫。</blockquote></p><p> So, the “core” outlook for the market remains bullish due to the trends of SPX and VIX. Yes, the internals are warning against complacency, so we can take sell signals against this “core” bullish position, but as long as SPX remains above support at 4233, the bulls remain in charge.</p><p><blockquote>因此，由于SPX和VIX的趋势，市场的“核心”前景仍然看涨。是的，内部人士警告不要自满，因此我们可以针对这个“核心”看涨位置发出卖出信号，但只要SPX保持在4233点的支撑位之上，多头仍然占据主导地位。</blockquote></p><p> <b>New Recommendation: D.R. Horton</b></p><p><blockquote><b>新建议：D.R。霍顿</b></blockquote></p><p> D.R. HortonDHI,+0.50%has a new buy signal from its put-call ratio chart, but we want that to be confirmed by an upside breakout as well. From the chart below, one can see the local maximum at an extremely high level on the put-call ratio chart (the green “B”), and that is an example of extreme pessimism toward this stock, even though its pullback since the beginning of May has not been all that steep.</p><p><blockquote>D.R.HortonDHI,+0.50%从其看跌-看涨期权比率图表中发出了新的买入信号，但我们希望这也能得到上行突破的证实。从下图中，人们可以看到看跌-看涨期权比率图上的局部最大值处于极高的水平（绿色“B”），这是对该股极度悲观的一个例子，尽管它自5月初以来的回调并没有那么陡峭。</blockquote></p><p> Put-call ratio signals are contrary in nature, so if the public is extremely pessimistic, we want to be optimistic. That would materialize in the form of a call buy, but only if DHI can close above resistance at 93.</p><p><blockquote>看跌-看涨期权比率信号本质上是相反的，因此如果公众极度悲观，我们希望保持乐观。这将以看涨期权买入的形式实现，但前提是DHI能够收于93阻力位上方。</blockquote></p><p> <b>IF DHI closes above 93,</b></p><p><blockquote><b>如果DHI收于93上方，</b></blockquote></p><p> <b>THEN buy 2 DHI Sept (17th) 92.5 calls</b></p><p><blockquote><b>然后买2 DHI 9月（17日）92.5评级</b></blockquote></p><p> DHI is currently trading above 93, but we want to see it close there before taking a long call position.</p><p><blockquote>DHI目前的交易价格高于93，但我们希望在建立多头看涨期权头寸之前看到它接近93。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/006888c3a8db8d4a3ffa406ebfc2b2e1\" tg-width=\"700\" tg-height=\"528\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">LAWRENCE MCMILLAN</p><p><blockquote>劳伦斯·麦克米兰</blockquote></p><p> That is the only new recommendation. There has not been a lot of takeover rumor activity recently except for<b>Cerner Corp.</b>CERN,+1.38%However, we only recently exited a position in Cerner, as the takeover rumors had been around so long that they extended beyond the length of the expiration date of our calls.</p><p><blockquote>这是唯一的新建议。最近没有太多的收购传闻活动，除了<b>塞尔纳公司。</b>CERN，+1.38%然而，我们最近才退出了Cerner的头寸，因为收购传闻已经存在很长时间，以至于超出了我们评级的到期日。</blockquote></p><p> <b>Follow-up action</b></p><p><blockquote><b>后续行动</b></blockquote></p><p> <b><i>All stops are mental closing stops unless otherwise noted.</i></b></p><p><blockquote><b><i>除非另有说明，所有停止都是精神关闭停止。</i></b></blockquote></p><p> <b>Long 3 DUK Aug (20th) 100 calls:</b>Raise the trailing stop to 102.</p><p><blockquote><b>龙3杜克8月（20日）100评级：</b>将尾随止动件提升至102。</blockquote></p><p> <b>Long 4 DBX Aug (13th) 30.5 calls:</b>Raise the trailing stop to 30.20.</p><p><blockquote><b>长4 DBX 8月（13日）30.5评级：</b>将跟踪止损提高至30.20。</blockquote></p><p> <b>Long 1 RAPT Aug (20th) 30 call:</b>The stop yourself remains at 26.</p><p><blockquote><b>Long 1 Rapt 8月20日30日看涨期权：</b>你自己的止损点保持在26。</blockquote></p><p> <b>Long 1 SPY Aug (20th) 431 call:</b>This position was bought in line with the VIX “spike peak” buy signal of July 20. Continue to hold for 22 days from that date. The position would be stopped out if VIX were to rise 3.00 points or more within any three-day period, using closing prices. If it is stopped out, then re-enter with an at-the-money call on the ensuing buy signal.</p><p><blockquote><b>龙1 SPDR标普500指数ETF 8月（20日）431看涨期权：</b>该头寸是根据7月20日VIX“尖峰”买入信号买入的。自该日起继续持有22天。如果VIX在任何三天内上涨3.00点或以上，则使用收盘价，该头寸将被止损。如果止损，则在随后的买入信号中以平价看涨期权重新入场。</blockquote></p><p> <b>Long 2 HOLX Sept (17th) 65 calls:</b>Raise the trailing stop yourself to 68. Furthermore, if the stop trades at 75, then roll up to the<b>Sept (17th) 75 calls.</b></p><p><blockquote><b>Long 2 HOLX 9月（17日）65评级：</b>自己将跟踪止损提高到68。此外，如果止损点交易在75，则向上滚动至<b>75年9月17日评级。</b></blockquote></p><p> <b>Long 1 SPY Aug (20th) 433 put and short 1 SPY Aug (20th) 408 put:</b>This spread was bought in line with the equity-only put-call ratio sell signals. Those sell signals are still in place, so continue to hold this spread. We will update the situation weekly.</p><p><blockquote><b>多头1 SPDR标普500指数ETF 8月（20日）433看跌空头1 SPDR标普500指数ETF 8月（20日）408看跌：</b>该价差是根据仅股票的看跌看涨期权比率卖出信号买入的。那些卖出信号仍然存在，所以继续持有这个价差。我们将每周更新情况。</blockquote></p><p> <b>Long 0 AVCT Aug (20th) 5 calls:</b>These calls were stopped out when American Virtual Cloud TechnologiesAVCT,-1.30%closed below 5 on July 26. The stock had begun to weaken on news of debt reduction and then fell sharply after the company filed to sell more shares.</p><p><blockquote><b>长0 AVCT 8月（20日）5评级：</b>当美国虚拟云技术公司AVCT,-1.30%于7月26日收盘低于5时，这些评级被停止。该股因债务削减的消息而开始走弱，然后在该公司申请出售更多股票后大幅下跌。</blockquote></p><p> <b>Long 5 STAR Aug (20th) 22.5 calls:</b>Raise the stop to 22.20.</p><p><blockquote><b>龙5星8月（20日）22.5评级：</b>将止损提高到22.20。</blockquote></p><p> <b>Long 5 MGI Aug (20th) 10 calls:</b>Hold this position without a stop initially to see if a takeover bid can materialize.</p><p><blockquote><b>长5华大智造8月（20日）10评级：</b>最初不间断地持有该头寸，看看收购要约是否能够实现。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This eye-catching divergence in the stock market is a warning against complacency<blockquote>股市这种引人注目的背离是对自满的警告</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\">\nThis eye-catching divergence in the stock market is a warning against complacency<blockquote>股市这种引人注目的背离是对自满的警告</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-30 22:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>S&amp;P 500’s core outlook remains bullish</p><p><blockquote>标普500的核心前景仍然看涨</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9a9d5fb12a2f91c146699e5be54c5c\" tg-width=\"700\" tg-height=\"473\" referrerpolicy=\"no-referrer\"><span>GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> The S&amp;P 500 index is performing at a far different rate than the “average” stock. This has been going on for a while and is not necessarily a bull market “killer,” but it is certainly not the healthiest of environments.</p><p><blockquote>标普500指数的表现与“平均”股票截然不同。这种情况已经持续了一段时间，不一定是牛市“杀手”，但肯定不是最健康的环境。</blockquote></p><p> The S&amp;P,the NASDAQ-100&nbsp;and the Dow Jones Industrial Average&nbsp;are all at or near all-time highs. But the Russell 2000 is lagging behind, reflective of the poor internal strength of the overall market. The internal measurements show fairly heavy put buying, poor breadth on many days, and even more new 52-week lows than new highs.</p><p><blockquote>标准普尔指数、纳斯达克100指数和道琼斯工业平均指数均处于或接近历史高点。但罗素2000指数落后，反映出整体市场内功不佳。内部测量显示看跌期权买盘相当多，多日广度较差，52周新低甚至多于新高。</blockquote></p><p> What is propelling SPX and the narrow-based indexes is a relatively small number of large-cap tech stocks.</p><p><blockquote>推动SPX和窄基指数的是数量相对较少的大型科技股。</blockquote></p><p> Similar stories have unfolded many times in the past – some with dire market results and some not so bad. But it is extremely difficult to keep a bull market going with the majority of stocks lagging behind.</p><p><blockquote>类似的故事在过去已经发生过很多次——有些市场结果很糟糕，有些则没有那么糟糕。但在大多数股票都落后的情况下，维持牛市是极其困难的。</blockquote></p><p> Two rather notable, but certainly not recent, occurrences were 1) the “Nifty Fifty” stocks of 1973 that seemed to “defy gravity” and kept going up while the rest of the market was stumbling; eventually that situation deteriorated into a raging bear market in 1974, and 2) the “stealth bear market” of 1994, where small-caps went down for most of the year, yet SPX was essentially flat during that time; there never<i>was</i>much of a decline in that index until an unrelated scandal (the Orange County debacle) took it down briefly late in the year.</p><p><blockquote>两个相当值得注意的事件，但肯定不是最近发生的，是1)1973年的“漂亮五十”股票，它们似乎“无视地心引力”，在市场其他部分跌跌撞撞的情况下继续上涨；最终，这种情况恶化为1974年的熊市，以及2）1994年的“隐形熊市”，小盘股在这一年的大部分时间里都在下跌，但SPX在此期间基本持平；从来没有<i>什么</i>该指数大幅下跌，直到年底一场不相关的丑闻（奥兰治县灾难）导致该指数短暂下跌。</blockquote></p><p> This situation is not irreversible. It could “right” itself if breadth were to improve. That is still a possibility.</p><p><blockquote>这种情况并非不可逆转。如果广度提高，它可以“纠正”自己。这仍然是一种可能性。</blockquote></p><p> The SPX chart is still in a bullish mode, as it is rising and above support. There is minor support at this week’s lows, near 4370. Then there is more important support below that at 4233 (the July lows). As long as SPX remains above that level, the chart will still have a bullish appearance. Further support levels at 4160 and 4060 were well-tested, but are so far below current levels as to be of little use.</p><p><blockquote>SPX图表仍处于看涨模式，因为它正在上涨并高于支撑位。本周低点4370附近有小幅支撑。然后在4233点（7月低点）下方有更重要的支撑。只要SPX保持在该水平之上，图表仍将呈现看涨的外观。4160点和4060点的进一步支撑位经过了很好的测试，但远低于当前水平，用处不大。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033187b97fbfadb4f302aff6d1e0e8c6\" tg-width=\"699\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米兰</span></p></blockquote></p><p> As noted on the accompanying SPX chart, a McMillan Volatility Band (MVB) sell signal is place (green “S” on the upper right of the chart). In addition, there is now a realized volatility sell signal in place, too, as the S&amp;P’s 20-day historical volatility has risen above 11%.</p><p><blockquote>如随附的SPX图表所示，发出麦克米兰波动带(MVB)卖出信号（图表右上角的绿色“S”）。此外，随着标准普尔指数20天历史波动率已升至11%以上，现在也出现了已实现的波动性卖出信号。</blockquote></p><p> Equity-only put-call ratios remain on sell signals, as they are still rising. This is indicative of relatively heavy put buying over the past month. As one can see from the accompanying charts, the standard ratio is rising faster than the weighted ratio – but both are rising.</p><p><blockquote>仅股票的看跌看涨期权比率仍处于卖出信号，因为它们仍在上升。这表明过去一个月看跌期权买盘相对较多。从附图中可以看出，标准比率的上升速度快于加权比率，但两者都在上升。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94f1634f122ad3efa266cde27ddd8599\" tg-width=\"699\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米兰</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/786b9a1f7118e239186772ceb365b513\" tg-width=\"699\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米兰</span></p></blockquote></p><p> Breadth has been the most prominent indicator of the internal troubles that the current market is experiencing. It has been negative on many days when SPX was making new all-time highs. As a result, our breadth oscillators are lagging behind the market. Yes, they are on buy signals, but are nowhere near the positive levels that one would expect to see with the NASDAQ-100, S&amp;P 500 and Dow industrials at or near their highs.</p><p><blockquote>广度一直是当前市场正在经历的内部问题的最突出指标。当SPX创下历史新高时，它已经连续多天为负值。因此，我们的广度振荡器落后于市场。是的，它们发出了买入信号，但远未达到纳斯达克100指数、标普500指数和道琼斯工业指数处于或接近高点时预期的积极水平。</blockquote></p><p> There was one small ray of improvement here on Wednesday, though, when the broad market was flat-to-down on the day, yet breadth was positive. We have not seen that much recently, but if it should continue, that would be bullish for stocks.</p><p><blockquote>不过，周三有一丝小幅改善，当天大盘持平至下跌，但广度是积极的。我们最近没有看到那么多，但如果这种情况继续下去，这将对股市有利。</blockquote></p><p> The cumulative breadth oscillators continue to lag, and that is the “official” measure of a negative divergence. The cumulative breadth indicators made new all-time highs on 10 of 13 trading days leading up to and including June 11. Since then, they have not made a single new all-time high. Meanwhile, SPX has made new all-time highs on 13 separate trading days since that date.<i>That</i>is a negative divergence.</p><p><blockquote>累积宽度振荡器继续滞后，这是负背离的“官方”衡量标准。截至6月11日（含6月11日）的13个交易日中，累计宽度指标有10个创下历史新高。从那以后，他们没有创下一个新的历史新高。与此同时，自该日以来，SPX已连续13个交易日创下历史新高。<i>那个</i>是负背离。</blockquote></p><p> It can be overcome by an improvement in the cumulative breadth indicators – something which was accomplished earlier this year. But, for now, this negative divergence remains as a warning sign to stay alert and not become complacent.</p><p><blockquote>这可以通过改进累积宽度指标来克服——这是今年早些时候完成的。但是，就目前而言，这种负面分歧仍然是一个警告信号，需要保持警惕，不要自满。</blockquote></p><p></p><p> Over the past week, new 52-weeks lows were more numerous than new 52-week highs in terms of NASDAQ data and in terms of “stocks only” data. However, it is the NYSE that we use for our indicator, and new highs managed to cling to a narrow lead over new lows there. Thus, this indicator – while weakening – is still in a bullish state.</p><p><blockquote>过去一周，就纳斯达克数据和“仅股票”数据而言，52周新低多于52周新高。然而，我们使用纽约证券交易所作为指标，新高设法保持对新低的微弱领先。因此，该指标虽然走弱，但仍处于看涨状态。</blockquote></p><p> The one area of the market that has not shown these negative tendencies is implied volatility – VIX&nbsp;and its trading products. The VIX “spike peak” buy signal of July 20 is still in place. In fact, there has been a continuous “spike peak” buy signal in place since May 21, except for two trading days. Moreover, the trend of VIX remains downward as the 200-day moving average is still declining, and it is well above the VIX 20-day moving average.</p><p><blockquote>市场中没有表现出这些负面趋势的一个领域是隐含波动率——VIX及其交易产品。7月20日的VIX“峰值”买入信号仍然存在。事实上，自5月21日以来，除了两个交易日外，一直存在连续的“尖峰”买入信号。此外，由于200日移动平均线仍在下降，VIX的趋势仍然向下，并且远高于VIX 20日移动平均线。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/647dc26baa4fe92b852e1a1585a5cc18\" tg-width=\"700\" tg-height=\"527\" referrerpolicy=\"no-referrer\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米兰</span></p></blockquote></p><p> The construct of volatility derivatives remains positive for stocks. The front-month August VIX futures are trading at a rather large premium to VIX, and the VIX futures term structure slopes upward. Also, the CBOE Volatility Indices term structure slopes upward. These add up to a bullish scenario for stocks. Any danger for the broad market would be signaled by the August VIX futures trading at a higher price than the September VIX futures, but that it is not imminent.</p><p><blockquote>波动性衍生品的结构仍然对股票有利。近月8月VIX期货的交易价格相对于VIX有相当大的溢价，VIX期货期限结构向上倾斜。此外，芝加哥期权交易所波动率指数期限结构向上倾斜。这些加起来对股市来说是一个看涨的情景。8月份VIX期货的交易价格高于9月份VIX期货，这将表明大盘面临任何危险，但这种危险并非迫在眉睫。</blockquote></p><p> So, the “core” outlook for the market remains bullish due to the trends of SPX and VIX. Yes, the internals are warning against complacency, so we can take sell signals against this “core” bullish position, but as long as SPX remains above support at 4233, the bulls remain in charge.</p><p><blockquote>因此，由于SPX和VIX的趋势，市场的“核心”前景仍然看涨。是的，内部人士警告不要自满，因此我们可以针对这个“核心”看涨位置发出卖出信号，但只要SPX保持在4233点的支撑位之上，多头仍然占据主导地位。</blockquote></p><p> <b>New Recommendation: D.R. Horton</b></p><p><blockquote><b>新建议：D.R。霍顿</b></blockquote></p><p> D.R. HortonDHI,+0.50%has a new buy signal from its put-call ratio chart, but we want that to be confirmed by an upside breakout as well. From the chart below, one can see the local maximum at an extremely high level on the put-call ratio chart (the green “B”), and that is an example of extreme pessimism toward this stock, even though its pullback since the beginning of May has not been all that steep.</p><p><blockquote>D.R.HortonDHI,+0.50%从其看跌-看涨期权比率图表中发出了新的买入信号，但我们希望这也能得到上行突破的证实。从下图中，人们可以看到看跌-看涨期权比率图上的局部最大值处于极高的水平（绿色“B”），这是对该股极度悲观的一个例子，尽管它自5月初以来的回调并没有那么陡峭。</blockquote></p><p> Put-call ratio signals are contrary in nature, so if the public is extremely pessimistic, we want to be optimistic. That would materialize in the form of a call buy, but only if DHI can close above resistance at 93.</p><p><blockquote>看跌-看涨期权比率信号本质上是相反的，因此如果公众极度悲观，我们希望保持乐观。这将以看涨期权买入的形式实现，但前提是DHI能够收于93阻力位上方。</blockquote></p><p> <b>IF DHI closes above 93,</b></p><p><blockquote><b>如果DHI收于93上方，</b></blockquote></p><p> <b>THEN buy 2 DHI Sept (17th) 92.5 calls</b></p><p><blockquote><b>然后买2 DHI 9月（17日）92.5评级</b></blockquote></p><p> DHI is currently trading above 93, but we want to see it close there before taking a long call position.</p><p><blockquote>DHI目前的交易价格高于93，但我们希望在建立多头看涨期权头寸之前看到它接近93。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/006888c3a8db8d4a3ffa406ebfc2b2e1\" tg-width=\"700\" tg-height=\"528\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">LAWRENCE MCMILLAN</p><p><blockquote>劳伦斯·麦克米兰</blockquote></p><p> That is the only new recommendation. There has not been a lot of takeover rumor activity recently except for<b>Cerner Corp.</b>CERN,+1.38%However, we only recently exited a position in Cerner, as the takeover rumors had been around so long that they extended beyond the length of the expiration date of our calls.</p><p><blockquote>这是唯一的新建议。最近没有太多的收购传闻活动，除了<b>塞尔纳公司。</b>CERN，+1.38%然而，我们最近才退出了Cerner的头寸，因为收购传闻已经存在很长时间，以至于超出了我们评级的到期日。</blockquote></p><p> <b>Follow-up action</b></p><p><blockquote><b>后续行动</b></blockquote></p><p> <b><i>All stops are mental closing stops unless otherwise noted.</i></b></p><p><blockquote><b><i>除非另有说明，所有停止都是精神关闭停止。</i></b></blockquote></p><p> <b>Long 3 DUK Aug (20th) 100 calls:</b>Raise the trailing stop to 102.</p><p><blockquote><b>龙3杜克8月（20日）100评级：</b>将尾随止动件提升至102。</blockquote></p><p> <b>Long 4 DBX Aug (13th) 30.5 calls:</b>Raise the trailing stop to 30.20.</p><p><blockquote><b>长4 DBX 8月（13日）30.5评级：</b>将跟踪止损提高至30.20。</blockquote></p><p> <b>Long 1 RAPT Aug (20th) 30 call:</b>The stop yourself remains at 26.</p><p><blockquote><b>Long 1 Rapt 8月20日30日看涨期权：</b>你自己的止损点保持在26。</blockquote></p><p> <b>Long 1 SPY Aug (20th) 431 call:</b>This position was bought in line with the VIX “spike peak” buy signal of July 20. Continue to hold for 22 days from that date. The position would be stopped out if VIX were to rise 3.00 points or more within any three-day period, using closing prices. If it is stopped out, then re-enter with an at-the-money call on the ensuing buy signal.</p><p><blockquote><b>龙1 SPDR标普500指数ETF 8月（20日）431看涨期权：</b>该头寸是根据7月20日VIX“尖峰”买入信号买入的。自该日起继续持有22天。如果VIX在任何三天内上涨3.00点或以上，则使用收盘价，该头寸将被止损。如果止损，则在随后的买入信号中以平价看涨期权重新入场。</blockquote></p><p> <b>Long 2 HOLX Sept (17th) 65 calls:</b>Raise the trailing stop yourself to 68. Furthermore, if the stop trades at 75, then roll up to the<b>Sept (17th) 75 calls.</b></p><p><blockquote><b>Long 2 HOLX 9月（17日）65评级：</b>自己将跟踪止损提高到68。此外，如果止损点交易在75，则向上滚动至<b>75年9月17日评级。</b></blockquote></p><p> <b>Long 1 SPY Aug (20th) 433 put and short 1 SPY Aug (20th) 408 put:</b>This spread was bought in line with the equity-only put-call ratio sell signals. Those sell signals are still in place, so continue to hold this spread. We will update the situation weekly.</p><p><blockquote><b>多头1 SPDR标普500指数ETF 8月（20日）433看跌空头1 SPDR标普500指数ETF 8月（20日）408看跌：</b>该价差是根据仅股票的看跌看涨期权比率卖出信号买入的。那些卖出信号仍然存在，所以继续持有这个价差。我们将每周更新情况。</blockquote></p><p> <b>Long 0 AVCT Aug (20th) 5 calls:</b>These calls were stopped out when American Virtual Cloud TechnologiesAVCT,-1.30%closed below 5 on July 26. The stock had begun to weaken on news of debt reduction and then fell sharply after the company filed to sell more shares.</p><p><blockquote><b>长0 AVCT 8月（20日）5评级：</b>当美国虚拟云技术公司AVCT,-1.30%于7月26日收盘低于5时，这些评级被停止。该股因债务削减的消息而开始走弱，然后在该公司申请出售更多股票后大幅下跌。</blockquote></p><p> <b>Long 5 STAR Aug (20th) 22.5 calls:</b>Raise the stop to 22.20.</p><p><blockquote><b>龙5星8月（20日）22.5评级：</b>将止损提高到22.20。</blockquote></p><p> <b>Long 5 MGI Aug (20th) 10 calls:</b>Hold this position without a stop initially to see if a takeover bid can materialize.</p><p><blockquote><b>长5华大智造8月（20日）10评级：</b>最初不间断地持有该头寸，看看收购要约是否能够实现。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/this-eye-catching-divergence-in-the-stock-market-is-a-warning-against-complacency-01627570780?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/this-eye-catching-divergence-in-the-stock-market-is-a-warning-against-complacency-01627570780?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198838390","content_text":"S&P 500’s core outlook remains bullish\nGETTY IMAGES\nThe S&P 500 index is performing at a far different rate than the “average” stock. This has been going on for a while and is not necessarily a bull market “killer,” but it is certainly not the healthiest of environments.\nThe S&P,the NASDAQ-100 and the Dow Jones Industrial Average are all at or near all-time highs. But the Russell 2000 is lagging behind, reflective of the poor internal strength of the overall market. The internal measurements show fairly heavy put buying, poor breadth on many days, and even more new 52-week lows than new highs.\nWhat is propelling SPX and the narrow-based indexes is a relatively small number of large-cap tech stocks.\nSimilar stories have unfolded many times in the past – some with dire market results and some not so bad. But it is extremely difficult to keep a bull market going with the majority of stocks lagging behind.\nTwo rather notable, but certainly not recent, occurrences were 1) the “Nifty Fifty” stocks of 1973 that seemed to “defy gravity” and kept going up while the rest of the market was stumbling; eventually that situation deteriorated into a raging bear market in 1974, and 2) the “stealth bear market” of 1994, where small-caps went down for most of the year, yet SPX was essentially flat during that time; there neverwasmuch of a decline in that index until an unrelated scandal (the Orange County debacle) took it down briefly late in the year.\nThis situation is not irreversible. It could “right” itself if breadth were to improve. That is still a possibility.\nThe SPX chart is still in a bullish mode, as it is rising and above support. There is minor support at this week’s lows, near 4370. Then there is more important support below that at 4233 (the July lows). As long as SPX remains above that level, the chart will still have a bullish appearance. Further support levels at 4160 and 4060 were well-tested, but are so far below current levels as to be of little use.\nLAWRENCE MCMILLAN\nAs noted on the accompanying SPX chart, a McMillan Volatility Band (MVB) sell signal is place (green “S” on the upper right of the chart). In addition, there is now a realized volatility sell signal in place, too, as the S&P’s 20-day historical volatility has risen above 11%.\nEquity-only put-call ratios remain on sell signals, as they are still rising. This is indicative of relatively heavy put buying over the past month. As one can see from the accompanying charts, the standard ratio is rising faster than the weighted ratio – but both are rising.\nLAWRENCE MCMILLAN\nLAWRENCE MCMILLAN\nBreadth has been the most prominent indicator of the internal troubles that the current market is experiencing. It has been negative on many days when SPX was making new all-time highs. As a result, our breadth oscillators are lagging behind the market. Yes, they are on buy signals, but are nowhere near the positive levels that one would expect to see with the NASDAQ-100, S&P 500 and Dow industrials at or near their highs.\nThere was one small ray of improvement here on Wednesday, though, when the broad market was flat-to-down on the day, yet breadth was positive. We have not seen that much recently, but if it should continue, that would be bullish for stocks.\nThe cumulative breadth oscillators continue to lag, and that is the “official” measure of a negative divergence. The cumulative breadth indicators made new all-time highs on 10 of 13 trading days leading up to and including June 11. Since then, they have not made a single new all-time high. Meanwhile, SPX has made new all-time highs on 13 separate trading days since that date.Thatis a negative divergence.\nIt can be overcome by an improvement in the cumulative breadth indicators – something which was accomplished earlier this year. But, for now, this negative divergence remains as a warning sign to stay alert and not become complacent.\nOver the past week, new 52-weeks lows were more numerous than new 52-week highs in terms of NASDAQ data and in terms of “stocks only” data. However, it is the NYSE that we use for our indicator, and new highs managed to cling to a narrow lead over new lows there. Thus, this indicator – while weakening – is still in a bullish state.\nThe one area of the market that has not shown these negative tendencies is implied volatility – VIX and its trading products. The VIX “spike peak” buy signal of July 20 is still in place. In fact, there has been a continuous “spike peak” buy signal in place since May 21, except for two trading days. Moreover, the trend of VIX remains downward as the 200-day moving average is still declining, and it is well above the VIX 20-day moving average.\nLAWRENCE MCMILLAN\nThe construct of volatility derivatives remains positive for stocks. The front-month August VIX futures are trading at a rather large premium to VIX, and the VIX futures term structure slopes upward. Also, the CBOE Volatility Indices term structure slopes upward. These add up to a bullish scenario for stocks. Any danger for the broad market would be signaled by the August VIX futures trading at a higher price than the September VIX futures, but that it is not imminent.\nSo, the “core” outlook for the market remains bullish due to the trends of SPX and VIX. Yes, the internals are warning against complacency, so we can take sell signals against this “core” bullish position, but as long as SPX remains above support at 4233, the bulls remain in charge.\nNew Recommendation: D.R. Horton\nD.R. HortonDHI,+0.50%has a new buy signal from its put-call ratio chart, but we want that to be confirmed by an upside breakout as well. From the chart below, one can see the local maximum at an extremely high level on the put-call ratio chart (the green “B”), and that is an example of extreme pessimism toward this stock, even though its pullback since the beginning of May has not been all that steep.\nPut-call ratio signals are contrary in nature, so if the public is extremely pessimistic, we want to be optimistic. That would materialize in the form of a call buy, but only if DHI can close above resistance at 93.\nIF DHI closes above 93,\nTHEN buy 2 DHI Sept (17th) 92.5 calls\nDHI is currently trading above 93, but we want to see it close there before taking a long call position.\nLAWRENCE MCMILLAN\nThat is the only new recommendation. There has not been a lot of takeover rumor activity recently except forCerner Corp.CERN,+1.38%However, we only recently exited a position in Cerner, as the takeover rumors had been around so long that they extended beyond the length of the expiration date of our calls.\nFollow-up action\nAll stops are mental closing stops unless otherwise noted.\nLong 3 DUK Aug (20th) 100 calls:Raise the trailing stop to 102.\nLong 4 DBX Aug (13th) 30.5 calls:Raise the trailing stop to 30.20.\nLong 1 RAPT Aug (20th) 30 call:The stop yourself remains at 26.\nLong 1 SPY Aug (20th) 431 call:This position was bought in line with the VIX “spike peak” buy signal of July 20. Continue to hold for 22 days from that date. The position would be stopped out if VIX were to rise 3.00 points or more within any three-day period, using closing prices. If it is stopped out, then re-enter with an at-the-money call on the ensuing buy signal.\nLong 2 HOLX Sept (17th) 65 calls:Raise the trailing stop yourself to 68. Furthermore, if the stop trades at 75, then roll up to theSept (17th) 75 calls.\nLong 1 SPY Aug (20th) 433 put and short 1 SPY Aug (20th) 408 put:This spread was bought in line with the equity-only put-call ratio sell signals. Those sell signals are still in place, so continue to hold this spread. We will update the situation weekly.\nLong 0 AVCT Aug (20th) 5 calls:These calls were stopped out when American Virtual Cloud TechnologiesAVCT,-1.30%closed below 5 on July 26. The stock had begun to weaken on news of debt reduction and then fell sharply after the company filed to sell more shares.\nLong 5 STAR Aug (20th) 22.5 calls:Raise the stop to 22.20.\nLong 5 MGI Aug (20th) 10 calls:Hold this position without a stop initially to see if a takeover bid can materialize.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830263409,"gmtCreate":1629076200801,"gmtModify":1631885330501,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830263409","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","kind":"news","pubTimestamp":1629067868,"share":"https://www.laohu8.com/m/news/1129589874?lang=zh_CN&edition=full","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday.&nbsp;Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局，零售商已准备好采取行动。沃尔玛和家得宝周二发布报告，劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点，然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a&nbsp;0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测，上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and&nbsp;Krispy Kreme&nbsp;on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and&nbsp;Lumentum Holdings&nbsp;all report.Applied Materials&nbsp;goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme，随后是繁忙的周三：Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩，Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics:&nbsp;The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标：周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数，以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the&nbsp;Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the&nbsp;Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三，美联储货币政策委员会公布了7月底上次会议的纪要。然后，世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and&nbsp;Clear Secure&nbsp;are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下，7月份的历史新高为43.0，当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry &amp; Associates,and&nbsp;La-Z-Boy&nbsp;report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&amp;Associates和La-Z-Boy在收盘后报告财务业绩，并将于第二天（8月18日）上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%，与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80，与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b>&nbsp;Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b>&nbsp;retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后，预计经季节调整后环比下降0.3%。不包括汽车在内，支出预计将增长0.2%，而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b>&nbsp;Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示，经季节调整后的新屋开工年率为161.0万套，低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发，<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后，LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</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>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等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\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等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\">2021-08-16 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday.&nbsp;Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局，零售商已准备好采取行动。沃尔玛和家得宝周二发布报告，劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点，然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a&nbsp;0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测，上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and&nbsp;Krispy Kreme&nbsp;on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and&nbsp;Lumentum Holdings&nbsp;all report.Applied Materials&nbsp;goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme，随后是繁忙的周三：Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩，Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics:&nbsp;The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标：周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数，以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the&nbsp;Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the&nbsp;Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三，美联储货币政策委员会公布了7月底上次会议的纪要。然后，世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and&nbsp;Clear Secure&nbsp;are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下，7月份的历史新高为43.0，当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry &amp; Associates,and&nbsp;La-Z-Boy&nbsp;report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&amp;Associates和La-Z-Boy在收盘后报告财务业绩，并将于第二天（8月18日）上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%，与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80，与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b>&nbsp;Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b>&nbsp;retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后，预计经季节调整后环比下降0.3%。不包括汽车在内，支出预计将增长0.2%，而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b>&nbsp;Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示，经季节调整后的新屋开工年率为161.0万套，低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发，<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后，LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2\">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":{"WMT":"沃尔玛","NVDA":"英伟达",".IXIC":"NASDAQ Composite","TME":"腾讯音乐","TGT":"塔吉特",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"WMT":0.9,"TGT":0.9,"NVDA":0.9,".SPX":0.9,"TME":0.9}},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155009578,"gmtCreate":1625361462294,"gmtModify":1631891835540,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"[白眼]&nbsp;&nbsp;same","listText":"[白眼]&nbsp;&nbsp;same","text":"[白眼] same","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155009578","repostId":"1197906560","repostType":4,"repost":{"id":"1197906560","kind":"news","pubTimestamp":1625285328,"share":"https://www.laohu8.com/m/news/1197906560?lang=zh_CN&edition=full","pubTime":"2021-07-03 12:08","market":"us","language":"en","title":"The Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197906560","media":"Barron's","summary":"On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat ","content":"<p>On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat Wall Street’s expectations—with wages rising, but at a cooler pace than the lofty levels of spring.</p><p><blockquote>从表面上看，六月份的就业报告看起来几乎完美。在经历了几个月的失望之后，招聘超出了华尔街的预期——工资上涨，但速度低于春季的高水平。</blockquote></p><p> One might be tempted to declare the labor shortage over and the inflation debate done. But investors shouldn’t take the bait just yet. While a nonfarm payroll increase of 850,000 is undeniably strong, it belies a labor market still plagued with supply problems.</p><p><blockquote>人们可能会想宣布劳动力短缺已经结束，通胀辩论已经结束。但投资者现在还不应该上钩。尽管非农就业人数增加85万人不可否认是强劲的，但它掩盖了劳动力市场仍然受到供应问题的困扰。</blockquote></p><p> First, consider that government hiring rose 193,000 last month. That accounts for the entire headline overshoot versus economists’ expectations. Company payrolls increased 662,000, which would be incredible for normal times. Yet it was still far off the one million mark that economists had anticipated by this point in the recovery, as the economy bursts open and vaccinated consumers spend the trillions of dollars in cash stashed during the pandemic.</p><p><blockquote>首先，考虑一下上个月政府招聘人数增加了193,000人。这就是整个整体超出经济学家预期的原因。公司就业人数增加了66.2万人，这在正常情况下是不可思议的。然而，随着经济突然开放，接种疫苗的消费者花费了大流行期间储存的数万亿美元现金，这一数字仍远未达到经济学家在复苏阶段预期的100万美元大关。</blockquote></p><p> What’s more, private payrolls came in well short of the one million implied by closely watched data from employee-scheduling company Homebase, says Ian Shepherdson of Pantheon Macroeconomics.</p><p><blockquote>更重要的是，Pantheon Macroeconomics的伊恩·谢泼德森(Ian Shepherdson)表示，私人就业人数远低于员工调度公司Homebase备受关注的数据所暗示的100万。</blockquote></p><p> Second, labor-force participation was flat in June despite better hiring. That rate, 61.6%, is still down 1.7 percentage points from its prepandemic level. The employment-population ratio, which Federal Reserve officials have said they are watching, was also unchanged in June; at 58%, it remains 3.1 percentage points below its prepandemic level.</p><p><blockquote>其次，尽管招聘情况有所改善，但6月份劳动力参与率持平。这一比率为61.6%，仍比大流行前的水平下降1.7个百分点。美联储官员表示正在关注的就业人口比率在6月份也没有变化；为58%，仍比疫情前水平低3.1个百分点。</blockquote></p><p> Third, the slowdown in wage growth is deceiving. The 0.3% increase from May looks like a Goldilocks print—enough to drive continued spending without fueling inflation fears that have been building as shortages from labor to chips to food push prices broadly higher.</p><p><blockquote>三是工资增速放缓具有欺骗性。较5月份增长0.3%看起来像是金发姑娘，足以推动持续支出，而不会加剧通胀担忧，随着劳动力、薯片和食品的短缺推高价格，通胀担忧一直在加剧。</blockquote></p><p> “If anything, this understates the true rate of underlying wage inflation,” says Jefferies chief economist Aneta Markowska of the June wage increase. After adjusting for the return of low-wage leisure, hospitality, and retail workers, average hourly earnings rose by 0.5% in June from May, she says. By that measure, they are up 4.5% from a year earlier. Over the past three months, overall wages are up an annualized 6% as companies chase workers, says Gad Levanon of the Conference Board.</p><p><blockquote>杰富瑞首席经济学家阿内塔·马科夫斯卡(Aneta Markowska)在谈到6月份工资增长时表示：“如果说有什么不同的话，那就是这低估了基本工资通胀率的真实水平。”她说，在调整低工资休闲、酒店业和零售业工人返回之后，6月份的平均时薪比5月份上涨了0.5%。按照这一标准，它们比去年同期增长了4.5%。世界大型企业联合会(Conference Board)的加德·莱瓦农(Gad Levanon)表示，过去三个月，随着公司追逐员工，总体工资年化上涨了6%。</blockquote></p><p> Further highlighting the fact that hiring is still being held back by supply, not demand: On an annualized basis this year, leisure and hospitality wages are up 12.3%, transportation and warehousing pay is up 8%, and retail wages are up 5.5%.</p><p><blockquote>这进一步凸显了一个事实，即招聘仍然受到供应而非需求的阻碍：今年按年计算，休闲和酒店工资上涨了12.3%，运输和仓储工资上涨了8%，零售工资上涨了5.5%。</blockquote></p><p> So, what’s an investor to make of the June jobs report? Nothing. Which is to say, the latest data do nothing to resolve the biggest questions facing the labor market.</p><p><blockquote>那么，投资者如何看待6月份的就业报告呢？没有。也就是说，最新数据无助于解决劳动力市场面临的最大问题。</blockquote></p><p> The degrees to which transitory factors—generous unemployment benefits, child-care issues, and Covid-19 concerns—are capping hiring and driving up wages won’t be clear for months. Schools need to reopen to resolve child-care issues holding back working parents, and enhanced unemployment pay needs to expire before it becomes clear the extent to which such benefits are keeping workers home.</p><p><blockquote>暂时性因素——慷慨的失业救济金、儿童保育问题和Covid-19担忧——在多大程度上限制了招聘并推高了工资，几个月内还不清楚。学校需要重新开放，以解决阻碍在职父母的儿童保育问题，而增加的失业救济金需要到期，然后才能清楚这些福利在多大程度上让工人留在家里。</blockquote></p><p> While about two dozen states either started cutting or are about to cut the extra $300 a week in unemployment insurance ahead of the federal program’s Sept. 6 expiration, Shepherdson notes that 70% of those unemployed won’t be affected by those early terminations. Because the June report does nothing to move the Fed’s needle, it shouldn’t stop the stock market from forging ahead.</p><p><blockquote>虽然在联邦计划9月6日到期之前，大约有24个州已经开始削减或即将削减每周额外300美元的失业保险，但谢泼德森指出，70%的失业者不会受到这些提前终止的影响。由于6月份的报告对美联储没有任何影响，因此不应阻止股市的前进。</blockquote></p><p> At least for now. “You can’t be unhappy to see an 850,000 payroll print, but it’s nowhere near fast enough,” Shepherdson says, especially given labor demand as evidenced by myriad indicators, help-wanted signs, and company commentary. “The labor-supply problem may fix itself, but it may not,” he says. “The issue really is that we could end up with sustained wage inflation.” Policy makers, however, will punt until they have definitive data—and that won’t be until November.</p><p><blockquote>至少现在是这样。谢泼德森表示：“看到85万份工资单打印出来，你不会不高兴，但这还不够快。”特别是考虑到无数指标、求助标志和公司评论所证明的劳动力需求。“劳动力供应问题可能会自行解决，但也可能不会，”他说。“真正的问题是，我们最终可能会面临持续的工资通胀。”然而，政策制定者将在获得明确数据之前犹豫不决——而这要到11月份。</blockquote></p><p> All of this means that data between now and the fall are noise. Many economists and investors are expecting the Fed to announce, at the annual Jackson Hole symposium next month, plans to taper its $120 billion in monthly asset purchases.</p><p><blockquote>所有这些都意味着从现在到秋季的数据都是噪音。许多经济学家和投资者预计美联储将在下个月的杰克逊霍尔年度研讨会上宣布缩减每月1200亿美元资产购买规模的计划。</blockquote></p><p> Not so fast, Shepherdson says. “This isn’t as linear as markets would like, and it won’t be clear by Jackson Hole,” he says.</p><p><blockquote>谢泼德森说，没那么快。“这并不像市场希望的那样线性，杰克逊霍尔也不会清楚这一点，”他说。</blockquote></p><p> If that’s right—that the Fed won’t have the data they want in time to lay out taper plans until later in the fall—an even longer period of ultraloose monetary policy might be in store. That is assuming there’s time for officials to telegraph plans well ahead of actually starting to withdraw support.</p><p><blockquote>如果这是正确的——美联储要到秋季晚些时候才能及时获得制定缩减计划所需的数据——可能会出现更长时间的超宽松货币政策。这是假设官员们在实际开始撤回支持之前有时间电传计划。</blockquote></p><p></p><p> Therein lies the risk of tuning out the noise, or the employment data, between now and the fall. If the resumption of school and the end to enhanced unemployment benefits don’t bring workers back, it will become clear that structural issues are at play and wage inflation is thus more persistent. As Shepherdson puts it, there is a strong likelihood that the Fed has to raise interest rates in 2022 because there is a good chance people won’t come back into the labor force.</p><p><blockquote>从现在到秋季，忽略噪音或就业数据的风险就在于此。如果学校复课和提高失业救济金的结束不能让工人回来，那么很明显，结构性问题正在发挥作用，工资通胀因此更加持久。正如谢泼德森所说，美联储很有可能不得不在2022年加息，因为人们很有可能不会重返劳动力市场。</blockquote></p><p> Investors should continue to enjoythe stock market gains. But they should also be careful. Waiting for definitive data to show whether the labor shortage is more than transitory means policy makers might have to act sooner and faster than it would seem—especially if deceivingly balanced reports like June’s dot the next few months.</p><p><blockquote>投资者应该继续享受股市的涨幅。但他们也应该小心。等待明确的数据来显示劳动力短缺是否不仅仅是暂时的，这意味着政策制定者可能不得不比看起来更快更快地采取行动——特别是如果未来几个月出现像6月份dot这样具有欺骗性的平衡报告。</blockquote></p><p></p>","source":"lsy1610680873436","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 Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</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 Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-07-03 12:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat Wall Street’s expectations—with wages rising, but at a cooler pace than the lofty levels of spring.</p><p><blockquote>从表面上看，六月份的就业报告看起来几乎完美。在经历了几个月的失望之后，招聘超出了华尔街的预期——工资上涨，但速度低于春季的高水平。</blockquote></p><p> One might be tempted to declare the labor shortage over and the inflation debate done. But investors shouldn’t take the bait just yet. While a nonfarm payroll increase of 850,000 is undeniably strong, it belies a labor market still plagued with supply problems.</p><p><blockquote>人们可能会想宣布劳动力短缺已经结束，通胀辩论已经结束。但投资者现在还不应该上钩。尽管非农就业人数增加85万人不可否认是强劲的，但它掩盖了劳动力市场仍然受到供应问题的困扰。</blockquote></p><p> First, consider that government hiring rose 193,000 last month. That accounts for the entire headline overshoot versus economists’ expectations. Company payrolls increased 662,000, which would be incredible for normal times. Yet it was still far off the one million mark that economists had anticipated by this point in the recovery, as the economy bursts open and vaccinated consumers spend the trillions of dollars in cash stashed during the pandemic.</p><p><blockquote>首先，考虑一下上个月政府招聘人数增加了193,000人。这就是整个整体超出经济学家预期的原因。公司就业人数增加了66.2万人，这在正常情况下是不可思议的。然而，随着经济突然开放，接种疫苗的消费者花费了大流行期间储存的数万亿美元现金，这一数字仍远未达到经济学家在复苏阶段预期的100万美元大关。</blockquote></p><p> What’s more, private payrolls came in well short of the one million implied by closely watched data from employee-scheduling company Homebase, says Ian Shepherdson of Pantheon Macroeconomics.</p><p><blockquote>更重要的是，Pantheon Macroeconomics的伊恩·谢泼德森(Ian Shepherdson)表示，私人就业人数远低于员工调度公司Homebase备受关注的数据所暗示的100万。</blockquote></p><p> Second, labor-force participation was flat in June despite better hiring. That rate, 61.6%, is still down 1.7 percentage points from its prepandemic level. The employment-population ratio, which Federal Reserve officials have said they are watching, was also unchanged in June; at 58%, it remains 3.1 percentage points below its prepandemic level.</p><p><blockquote>其次，尽管招聘情况有所改善，但6月份劳动力参与率持平。这一比率为61.6%，仍比大流行前的水平下降1.7个百分点。美联储官员表示正在关注的就业人口比率在6月份也没有变化；为58%，仍比疫情前水平低3.1个百分点。</blockquote></p><p> Third, the slowdown in wage growth is deceiving. The 0.3% increase from May looks like a Goldilocks print—enough to drive continued spending without fueling inflation fears that have been building as shortages from labor to chips to food push prices broadly higher.</p><p><blockquote>三是工资增速放缓具有欺骗性。较5月份增长0.3%看起来像是金发姑娘，足以推动持续支出，而不会加剧通胀担忧，随着劳动力、薯片和食品的短缺推高价格，通胀担忧一直在加剧。</blockquote></p><p> “If anything, this understates the true rate of underlying wage inflation,” says Jefferies chief economist Aneta Markowska of the June wage increase. After adjusting for the return of low-wage leisure, hospitality, and retail workers, average hourly earnings rose by 0.5% in June from May, she says. By that measure, they are up 4.5% from a year earlier. Over the past three months, overall wages are up an annualized 6% as companies chase workers, says Gad Levanon of the Conference Board.</p><p><blockquote>杰富瑞首席经济学家阿内塔·马科夫斯卡(Aneta Markowska)在谈到6月份工资增长时表示：“如果说有什么不同的话，那就是这低估了基本工资通胀率的真实水平。”她说，在调整低工资休闲、酒店业和零售业工人返回之后，6月份的平均时薪比5月份上涨了0.5%。按照这一标准，它们比去年同期增长了4.5%。世界大型企业联合会(Conference Board)的加德·莱瓦农(Gad Levanon)表示，过去三个月，随着公司追逐员工，总体工资年化上涨了6%。</blockquote></p><p> Further highlighting the fact that hiring is still being held back by supply, not demand: On an annualized basis this year, leisure and hospitality wages are up 12.3%, transportation and warehousing pay is up 8%, and retail wages are up 5.5%.</p><p><blockquote>这进一步凸显了一个事实，即招聘仍然受到供应而非需求的阻碍：今年按年计算，休闲和酒店工资上涨了12.3%，运输和仓储工资上涨了8%，零售工资上涨了5.5%。</blockquote></p><p> So, what’s an investor to make of the June jobs report? Nothing. Which is to say, the latest data do nothing to resolve the biggest questions facing the labor market.</p><p><blockquote>那么，投资者如何看待6月份的就业报告呢？没有。也就是说，最新数据无助于解决劳动力市场面临的最大问题。</blockquote></p><p> The degrees to which transitory factors—generous unemployment benefits, child-care issues, and Covid-19 concerns—are capping hiring and driving up wages won’t be clear for months. Schools need to reopen to resolve child-care issues holding back working parents, and enhanced unemployment pay needs to expire before it becomes clear the extent to which such benefits are keeping workers home.</p><p><blockquote>暂时性因素——慷慨的失业救济金、儿童保育问题和Covid-19担忧——在多大程度上限制了招聘并推高了工资，几个月内还不清楚。学校需要重新开放，以解决阻碍在职父母的儿童保育问题，而增加的失业救济金需要到期，然后才能清楚这些福利在多大程度上让工人留在家里。</blockquote></p><p> While about two dozen states either started cutting or are about to cut the extra $300 a week in unemployment insurance ahead of the federal program’s Sept. 6 expiration, Shepherdson notes that 70% of those unemployed won’t be affected by those early terminations. Because the June report does nothing to move the Fed’s needle, it shouldn’t stop the stock market from forging ahead.</p><p><blockquote>虽然在联邦计划9月6日到期之前，大约有24个州已经开始削减或即将削减每周额外300美元的失业保险，但谢泼德森指出，70%的失业者不会受到这些提前终止的影响。由于6月份的报告对美联储没有任何影响，因此不应阻止股市的前进。</blockquote></p><p> At least for now. “You can’t be unhappy to see an 850,000 payroll print, but it’s nowhere near fast enough,” Shepherdson says, especially given labor demand as evidenced by myriad indicators, help-wanted signs, and company commentary. “The labor-supply problem may fix itself, but it may not,” he says. “The issue really is that we could end up with sustained wage inflation.” Policy makers, however, will punt until they have definitive data—and that won’t be until November.</p><p><blockquote>至少现在是这样。谢泼德森表示：“看到85万份工资单打印出来，你不会不高兴，但这还不够快。”特别是考虑到无数指标、求助标志和公司评论所证明的劳动力需求。“劳动力供应问题可能会自行解决，但也可能不会，”他说。“真正的问题是，我们最终可能会面临持续的工资通胀。”然而，政策制定者将在获得明确数据之前犹豫不决——而这要到11月份。</blockquote></p><p> All of this means that data between now and the fall are noise. Many economists and investors are expecting the Fed to announce, at the annual Jackson Hole symposium next month, plans to taper its $120 billion in monthly asset purchases.</p><p><blockquote>所有这些都意味着从现在到秋季的数据都是噪音。许多经济学家和投资者预计美联储将在下个月的杰克逊霍尔年度研讨会上宣布缩减每月1200亿美元资产购买规模的计划。</blockquote></p><p> Not so fast, Shepherdson says. “This isn’t as linear as markets would like, and it won’t be clear by Jackson Hole,” he says.</p><p><blockquote>谢泼德森说，没那么快。“这并不像市场希望的那样线性，杰克逊霍尔也不会清楚这一点，”他说。</blockquote></p><p> If that’s right—that the Fed won’t have the data they want in time to lay out taper plans until later in the fall—an even longer period of ultraloose monetary policy might be in store. That is assuming there’s time for officials to telegraph plans well ahead of actually starting to withdraw support.</p><p><blockquote>如果这是正确的——美联储要到秋季晚些时候才能及时获得制定缩减计划所需的数据——可能会出现更长时间的超宽松货币政策。这是假设官员们在实际开始撤回支持之前有时间电传计划。</blockquote></p><p></p><p> Therein lies the risk of tuning out the noise, or the employment data, between now and the fall. If the resumption of school and the end to enhanced unemployment benefits don’t bring workers back, it will become clear that structural issues are at play and wage inflation is thus more persistent. As Shepherdson puts it, there is a strong likelihood that the Fed has to raise interest rates in 2022 because there is a good chance people won’t come back into the labor force.</p><p><blockquote>从现在到秋季，忽略噪音或就业数据的风险就在于此。如果学校复课和提高失业救济金的结束不能让工人回来，那么很明显，结构性问题正在发挥作用，工资通胀因此更加持久。正如谢泼德森所说，美联储很有可能不得不在2022年加息，因为人们很有可能不会重返劳动力市场。</blockquote></p><p> Investors should continue to enjoythe stock market gains. But they should also be careful. Waiting for definitive data to show whether the labor shortage is more than transitory means policy makers might have to act sooner and faster than it would seem—especially if deceivingly balanced reports like June’s dot the next few months.</p><p><blockquote>投资者应该继续享受股市的涨幅。但他们也应该小心。等待明确的数据来显示劳动力短缺是否不仅仅是暂时的，这意味着政策制定者可能不得不比看起来更快更快地采取行动——特别是如果未来几个月出现像6月份dot这样具有欺骗性的平衡报告。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/jobs-report-investors-should-be-skeptical-51625267210?mod=hp_LEAD_2\">Barron's</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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/jobs-report-investors-should-be-skeptical-51625267210?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197906560","content_text":"On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat Wall Street’s expectations—with wages rising, but at a cooler pace than the lofty levels of spring.\nOne might be tempted to declare the labor shortage over and the inflation debate done. But investors shouldn’t take the bait just yet. While a nonfarm payroll increase of 850,000 is undeniably strong, it belies a labor market still plagued with supply problems.\nFirst, consider that government hiring rose 193,000 last month. That accounts for the entire headline overshoot versus economists’ expectations. Company payrolls increased 662,000, which would be incredible for normal times. Yet it was still far off the one million mark that economists had anticipated by this point in the recovery, as the economy bursts open and vaccinated consumers spend the trillions of dollars in cash stashed during the pandemic.\nWhat’s more, private payrolls came in well short of the one million implied by closely watched data from employee-scheduling company Homebase, says Ian Shepherdson of Pantheon Macroeconomics.\nSecond, labor-force participation was flat in June despite better hiring. That rate, 61.6%, is still down 1.7 percentage points from its prepandemic level. The employment-population ratio, which Federal Reserve officials have said they are watching, was also unchanged in June; at 58%, it remains 3.1 percentage points below its prepandemic level.\nThird, the slowdown in wage growth is deceiving. The 0.3% increase from May looks like a Goldilocks print—enough to drive continued spending without fueling inflation fears that have been building as shortages from labor to chips to food push prices broadly higher.\n“If anything, this understates the true rate of underlying wage inflation,” says Jefferies chief economist Aneta Markowska of the June wage increase. After adjusting for the return of low-wage leisure, hospitality, and retail workers, average hourly earnings rose by 0.5% in June from May, she says. By that measure, they are up 4.5% from a year earlier. Over the past three months, overall wages are up an annualized 6% as companies chase workers, says Gad Levanon of the Conference Board.\nFurther highlighting the fact that hiring is still being held back by supply, not demand: On an annualized basis this year, leisure and hospitality wages are up 12.3%, transportation and warehousing pay is up 8%, and retail wages are up 5.5%.\nSo, what’s an investor to make of the June jobs report? Nothing. Which is to say, the latest data do nothing to resolve the biggest questions facing the labor market.\nThe degrees to which transitory factors—generous unemployment benefits, child-care issues, and Covid-19 concerns—are capping hiring and driving up wages won’t be clear for months. Schools need to reopen to resolve child-care issues holding back working parents, and enhanced unemployment pay needs to expire before it becomes clear the extent to which such benefits are keeping workers home.\nWhile about two dozen states either started cutting or are about to cut the extra $300 a week in unemployment insurance ahead of the federal program’s Sept. 6 expiration, Shepherdson notes that 70% of those unemployed won’t be affected by those early terminations. Because the June report does nothing to move the Fed’s needle, it shouldn’t stop the stock market from forging ahead.\nAt least for now. “You can’t be unhappy to see an 850,000 payroll print, but it’s nowhere near fast enough,” Shepherdson says, especially given labor demand as evidenced by myriad indicators, help-wanted signs, and company commentary. “The labor-supply problem may fix itself, but it may not,” he says. “The issue really is that we could end up with sustained wage inflation.” Policy makers, however, will punt until they have definitive data—and that won’t be until November.\nAll of this means that data between now and the fall are noise. Many economists and investors are expecting the Fed to announce, at the annual Jackson Hole symposium next month, plans to taper its $120 billion in monthly asset purchases.\nNot so fast, Shepherdson says. “This isn’t as linear as markets would like, and it won’t be clear by Jackson Hole,” he says.\nIf that’s right—that the Fed won’t have the data they want in time to lay out taper plans until later in the fall—an even longer period of ultraloose monetary policy might be in store. That is assuming there’s time for officials to telegraph plans well ahead of actually starting to withdraw support.\nTherein lies the risk of tuning out the noise, or the employment data, between now and the fall. If the resumption of school and the end to enhanced unemployment benefits don’t bring workers back, it will become clear that structural issues are at play and wage inflation is thus more persistent. As Shepherdson puts it, there is a strong likelihood that the Fed has to raise interest rates in 2022 because there is a good chance people won’t come back into the labor force.\nInvestors should continue to enjoythe stock market gains. But they should also be careful. Waiting for definitive data to show whether the labor shortage is more than transitory means policy makers might have to act sooner and faster than it would seem—especially if deceivingly balanced reports like June’s dot the next few months.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164075774,"gmtCreate":1624163418798,"gmtModify":1631891835576,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Same old story","listText":"Same old story","text":"Same old story","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164075774","repostId":"1126454279","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885308435,"gmtCreate":1631754588227,"gmtModify":1631885330475,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Let's see","listText":"Let's see","text":"Let's see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885308435","repostId":"1138329020","repostType":2,"repost":{"id":"1138329020","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631749342,"share":"https://www.laohu8.com/m/news/1138329020?lang=zh_CN&edition=full","pubTime":"2021-09-16 07:42","market":"us","language":"zh","title":"昨夜今晨：三大指数集体收涨！本轮修正是否就此终止","url":"https://stock-news.laohu8.com/highlight/detail?id=1138329020","media":"老虎资讯综合","summary":"摘要：美三大指数集体收涨，油气股涨幅居前；美国WTI原油收高3.1%，天然气再创7年半新高；美国众议院筹款委员会投票推进税改计划；微软宣布600亿美元股票回购计划；生物制药公司Dice Therape","content":"<blockquote>\n 摘要：美三大指数集体收涨，油气股涨幅居前；美国WTI原油收高3.1%，天然气再创7年半新高；美国众议院筹款委员会投票推进税改计划；微软宣布600亿美元股票回购计划；生物制药公司Dice Therapeutics上市首日暴涨117%。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美三大指数集体收涨，油气股涨幅居前</b></p>\n<p>美股周三收高，主要股指在连续下跌之后反弹。美国8月制造业产出增长0.2%不及预期。市场仍在权衡美国8月CPI数据，并担忧德尔塔异毒株影响全球经济复苏。截至收盘，道琼斯指数涨0.68%，标普500指数涨0.85%，纳斯达克指数涨0.82%。</p>\n<p>油气股涨幅居前，<a href=\"https://laohu8.com/S/MUR\">墨菲石油</a>、<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a>涨超8%，戴文能源涨超7%。</p>\n<p><b>2、热门中概股周三收盘多数下滑 教育股普遍走低</b></p>\n<p>热门中概股周三收盘多数下滑，教育股普遍走低，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌近9%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超6%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌4%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超2%。</p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近1%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、新东方、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌超4%，雾芯科技跌近3%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超1%。新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近0.4%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近1%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌0.2%。</p>\n<p><b>3、英国8月通胀率达9年新高 欧股全线下跌</b></p>\n<p>英国通胀率飙升，使欧洲股市的主要指数承受压力。周三欧股主要股指普遍收跌，德国DAX指数跌0.66%，法国CAC40指数跌1.04%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.23%，欧洲斯托克50指数跌1.08%。</p>\n<p><b>4、美国WTI原油收高3.1% 天然气再创7年半新高</b></p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署报告产美国上周原油供应减少640万桶，令油价得到支撑。天然气期货价格再创7年半新高。最终，WTI10月期货价格上涨2.15美元，涨幅约3.1%，收于每桶72.61美元，创7月30日以来的最高收盘价。天然气期货同样上涨，并再创2014年2月以来的最高收盘价。纽交所10月天然气期货价额上涨20美分，涨幅3.8%，收于每百万英热单位5.46美元。</p>\n<p><b>5、黄金期货周三收跌0.7% 结束两连涨</b></p>\n<p>因美联储缩减刺激政策的不确定性，黄金期货周三录得3个交易日来的首次下跌，几乎完全回吐了周二的涨幅。最终，纽交所12月交割的黄金期货价格下跌12.30美元，跌幅0.7%，收于每盎司1794.80美元。</p>\n<p>国际宏观</p>\n<p><b>1、美国众议院筹款委员会投票推进税改计划</b></p>\n<p>美国众议院筹款委员会投票推进对美国富人和公司增税的计划，作为民主党“预算和解”开支法案的一部分。</p>\n<p><b>2、欧洲央行告诫投资者不要专注于债券购买规模</b></p>\n<p>在欧洲央行官员决定第四季度放慢资产购买步伐的几天后，该行首席经济学家Philip Lane表示，投资者在评估欧洲央行的货币政策时，不应该单纯地关注资产购买规模。</p>\n<p><b>3、美国原油库存受飓风影响持续下降 达2019年9月以来最低水平</b></p>\n<p>全美原油库存降至2019年9月以来最低水平，部分原因是墨西哥湾沿岸供应减少到新冠疫情前低点。毋庸置疑，这主要是飓风“艾达”所致。距离飓风过境时隔近三周，遭受影响的生产商仍在恢复当中，墨西哥湾沿岸产量仅恢复了60%。</p>\n<p><b>4、1950年以来首次！英国或跌出德国十大贸易伙伴国名单</b></p>\n<p>根据德国联邦统计局公布的最新数据，2021年，英国可能将自1950年以来首次跌出德国十大贸易伙伴国之列。两国间的贸易额在今年上半年下降2.3%至483亿欧元，由此英国跌到了德国重要贸易伙伴国的第十一位。其中，德国从英国的进口贸易下降了11%，仅为160亿欧元。具体来看，食品行业下降了38.5%，纺织品下降了53%，医药产品下降了47%。</p>\n<p><b>5、桥水基金创始人达利欧：“现金仍然是垃圾” 对投资者而言最关键是投资多元化</b></p>\n<p>达利欧表示，现金仍然是垃圾。股市目前享有的优势会逐步减少。对投资者而言，最重要的是在不同货币、资产类别和国家之间进行多元化分配，不只是在股市内部。达利欧对比特币有一定的投资，说相比于他对黄金的投资额，“百分比比率较小”，而他对黄金的投资与其他资产类别相比“百分比比率相对较小”。达利欧目前持有一些比特币，并表示可以考虑将加密货币用作现金和部分金融资产的替代品之一。</p>\n<p><b>6、英国首相约翰逊改组内阁</b></p>\n<p>原国际贸易大臣伊丽莎白·特拉斯被任命为外交大臣。原外交大臣多米尼克·拉布转任副首相、大法官和司法大臣，英国媒体称之为“降职”。原商业国务大臣安妮-玛丽·特里维廉接任国际贸易大臣职务。此外还有三位大臣遭解职。</p>\n<p><b>7、日本央行行长黑田东彦：必要时将进一步放松货币政策</b></p>\n<p>日本央行行长黑田东彦表示，如有必要，日本央行将进一步放松货币政策，如降低利率。日本央行致力于通过尽可能灵活、宽松的货币政策，尽早实现2%的通胀目标。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2167923405\" target=\"_blank\"><b>微软宣布600亿美元股票回购计划 还做了这一重要人事任命</b></a></p>\n<p>微软宣布了一个重磅消息——批准一项高达600亿美元的股份回购计划。微软表示，回购没有截止日期，可能随时终止，每股0.62美元的新股息比上一季度的股息增加了6美分。微软上一次回购计划是在2019年9月，当时规模是400亿美元。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167903285\" target=\"_blank\"><b>辉瑞“逼宫”FDA放行第三针 以色列数据显示保护率能恢复到95%</b></a></p>\n<p>根据辉瑞公司提交给美国食品和药物管理局（FDA）一份长达52页的报告，以色列的临床数据显示，在接种第二剂疫苗6个月后，接种第三剂辉瑞疫苗可将感染保护率恢复到95%。目前FDA在审核加强针的方面不仅面临辉瑞公司的压力。白宫首席医学顾问福奇曾表示，FDA可能在9月20日前批准辉瑞新冠疫苗加强针。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2167599064\" target=\"_blank\"><b>美版“饿了么”DoorDash将纽约市告上法庭：不想与餐厅共享用户数据</b></a></p>\n<p>据报道，美国外卖配送公司DoorDash今日对纽约市提起诉讼，原因是一项新法律要求快递公司向餐厅分享更多客户数据。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167543599\" target=\"_blank\"><b>美国社区论坛Reddit广告雄心初见成效：今年营收至少翻翻至3.5亿美元</b></a></p>\n<p>据报道，今年早些时候GameStop和AMC等公司股价的飙升，在很大程度上得益于拥有16年历史的在线新闻聚合和讨论社区Reddit的推动。这反映出了Reddit的受众规模，最新一份文件显示，Reddit在全球的月度用户达到4.3亿，接近于图片社交网络Pinterest的4.54亿月度用户。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2167592152\" target=\"_blank\"><b>ETF发行商排名方舟跌出前10！女股神: 经济复苏不如预期</b></a></p>\n<p>周三（9月15日），“女股神”凯茜伍德的方舟投资在美国ETF发行商中的排名正在下滑，方舟目前拥有约424亿美元的ETF，排名第11。由于投资者大量的资金流入，方舟在今年早些时候进入了前10名，但是，正当方舟价值210亿美元的旗舰<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>（股票代码ARKK）大放异彩时，竞争也在加剧。由于方舟的资产略有下降，竞争对手WisdomTree已经领先，与此同时，行业新人Dimensional Fund Advisors紧随方舟之后，两家发行商之间的差距不到30亿美元。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2167921590\" target=\"_blank\"><b>Coinbase正计划进军加密货币衍生品领域</b></a></p>\n<p>美国最大的加密货币交易所Coinbase周三向美国全国期货协会提交了注册为期货委员会商户的申请。加密货币期货和期权长期以来一直是Coinbase产品组合中的一个明显不足之处，与此同时比特币衍生品已成长为一个巨大的市场。今年早些时候，Coinbase还收购了以跟踪衍生品市场而闻名的分析公司Skew。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2167630594\" target=\"_blank\"><b>生物制药公司Dice Therapeutics上市首日暴涨117%</b></a></p>\n<p>Dice Therapeutics美国IPO首日暴涨117%，报36.89美元。此前给出的IPO发行价为每股17美元。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>证券、SVB Leerink和 Evercore ISI是此次上市的承销商。</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>昨夜今晨：三大指数集体收涨！本轮修正是否就此终止</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n昨夜今晨：三大指数集体收涨！本轮修正是否就此终止\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-16 07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：美三大指数集体收涨，油气股涨幅居前；美国WTI原油收高3.1%，天然气再创7年半新高；美国众议院筹款委员会投票推进税改计划；微软宣布600亿美元股票回购计划；生物制药公司Dice Therapeutics上市首日暴涨117%。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美三大指数集体收涨，油气股涨幅居前</b></p>\n<p>美股周三收高，主要股指在连续下跌之后反弹。美国8月制造业产出增长0.2%不及预期。市场仍在权衡美国8月CPI数据，并担忧德尔塔异毒株影响全球经济复苏。截至收盘，道琼斯指数涨0.68%，标普500指数涨0.85%，纳斯达克指数涨0.82%。</p>\n<p>油气股涨幅居前，<a href=\"https://laohu8.com/S/MUR\">墨菲石油</a>、<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a>涨超8%，戴文能源涨超7%。</p>\n<p><b>2、热门中概股周三收盘多数下滑 教育股普遍走低</b></p>\n<p>热门中概股周三收盘多数下滑，教育股普遍走低，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌近9%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超6%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌4%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超2%。</p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近1%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、新东方、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌超4%，雾芯科技跌近3%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超1%。新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近0.4%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近1%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌0.2%。</p>\n<p><b>3、英国8月通胀率达9年新高 欧股全线下跌</b></p>\n<p>英国通胀率飙升，使欧洲股市的主要指数承受压力。周三欧股主要股指普遍收跌，德国DAX指数跌0.66%，法国CAC40指数跌1.04%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.23%，欧洲斯托克50指数跌1.08%。</p>\n<p><b>4、美国WTI原油收高3.1% 天然气再创7年半新高</b></p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署报告产美国上周原油供应减少640万桶，令油价得到支撑。天然气期货价格再创7年半新高。最终，WTI10月期货价格上涨2.15美元，涨幅约3.1%，收于每桶72.61美元，创7月30日以来的最高收盘价。天然气期货同样上涨，并再创2014年2月以来的最高收盘价。纽交所10月天然气期货价额上涨20美分，涨幅3.8%，收于每百万英热单位5.46美元。</p>\n<p><b>5、黄金期货周三收跌0.7% 结束两连涨</b></p>\n<p>因美联储缩减刺激政策的不确定性，黄金期货周三录得3个交易日来的首次下跌，几乎完全回吐了周二的涨幅。最终，纽交所12月交割的黄金期货价格下跌12.30美元，跌幅0.7%，收于每盎司1794.80美元。</p>\n<p>国际宏观</p>\n<p><b>1、美国众议院筹款委员会投票推进税改计划</b></p>\n<p>美国众议院筹款委员会投票推进对美国富人和公司增税的计划，作为民主党“预算和解”开支法案的一部分。</p>\n<p><b>2、欧洲央行告诫投资者不要专注于债券购买规模</b></p>\n<p>在欧洲央行官员决定第四季度放慢资产购买步伐的几天后，该行首席经济学家Philip Lane表示，投资者在评估欧洲央行的货币政策时，不应该单纯地关注资产购买规模。</p>\n<p><b>3、美国原油库存受飓风影响持续下降 达2019年9月以来最低水平</b></p>\n<p>全美原油库存降至2019年9月以来最低水平，部分原因是墨西哥湾沿岸供应减少到新冠疫情前低点。毋庸置疑，这主要是飓风“艾达”所致。距离飓风过境时隔近三周，遭受影响的生产商仍在恢复当中，墨西哥湾沿岸产量仅恢复了60%。</p>\n<p><b>4、1950年以来首次！英国或跌出德国十大贸易伙伴国名单</b></p>\n<p>根据德国联邦统计局公布的最新数据，2021年，英国可能将自1950年以来首次跌出德国十大贸易伙伴国之列。两国间的贸易额在今年上半年下降2.3%至483亿欧元，由此英国跌到了德国重要贸易伙伴国的第十一位。其中，德国从英国的进口贸易下降了11%，仅为160亿欧元。具体来看，食品行业下降了38.5%，纺织品下降了53%，医药产品下降了47%。</p>\n<p><b>5、桥水基金创始人达利欧：“现金仍然是垃圾” 对投资者而言最关键是投资多元化</b></p>\n<p>达利欧表示，现金仍然是垃圾。股市目前享有的优势会逐步减少。对投资者而言，最重要的是在不同货币、资产类别和国家之间进行多元化分配，不只是在股市内部。达利欧对比特币有一定的投资，说相比于他对黄金的投资额，“百分比比率较小”，而他对黄金的投资与其他资产类别相比“百分比比率相对较小”。达利欧目前持有一些比特币，并表示可以考虑将加密货币用作现金和部分金融资产的替代品之一。</p>\n<p><b>6、英国首相约翰逊改组内阁</b></p>\n<p>原国际贸易大臣伊丽莎白·特拉斯被任命为外交大臣。原外交大臣多米尼克·拉布转任副首相、大法官和司法大臣，英国媒体称之为“降职”。原商业国务大臣安妮-玛丽·特里维廉接任国际贸易大臣职务。此外还有三位大臣遭解职。</p>\n<p><b>7、日本央行行长黑田东彦：必要时将进一步放松货币政策</b></p>\n<p>日本央行行长黑田东彦表示，如有必要，日本央行将进一步放松货币政策，如降低利率。日本央行致力于通过尽可能灵活、宽松的货币政策，尽早实现2%的通胀目标。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2167923405\" target=\"_blank\"><b>微软宣布600亿美元股票回购计划 还做了这一重要人事任命</b></a></p>\n<p>微软宣布了一个重磅消息——批准一项高达600亿美元的股份回购计划。微软表示，回购没有截止日期，可能随时终止，每股0.62美元的新股息比上一季度的股息增加了6美分。微软上一次回购计划是在2019年9月，当时规模是400亿美元。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167903285\" target=\"_blank\"><b>辉瑞“逼宫”FDA放行第三针 以色列数据显示保护率能恢复到95%</b></a></p>\n<p>根据辉瑞公司提交给美国食品和药物管理局（FDA）一份长达52页的报告，以色列的临床数据显示，在接种第二剂疫苗6个月后，接种第三剂辉瑞疫苗可将感染保护率恢复到95%。目前FDA在审核加强针的方面不仅面临辉瑞公司的压力。白宫首席医学顾问福奇曾表示，FDA可能在9月20日前批准辉瑞新冠疫苗加强针。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2167599064\" target=\"_blank\"><b>美版“饿了么”DoorDash将纽约市告上法庭：不想与餐厅共享用户数据</b></a></p>\n<p>据报道，美国外卖配送公司DoorDash今日对纽约市提起诉讼，原因是一项新法律要求快递公司向餐厅分享更多客户数据。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167543599\" target=\"_blank\"><b>美国社区论坛Reddit广告雄心初见成效：今年营收至少翻翻至3.5亿美元</b></a></p>\n<p>据报道，今年早些时候GameStop和AMC等公司股价的飙升，在很大程度上得益于拥有16年历史的在线新闻聚合和讨论社区Reddit的推动。这反映出了Reddit的受众规模，最新一份文件显示，Reddit在全球的月度用户达到4.3亿，接近于图片社交网络Pinterest的4.54亿月度用户。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2167592152\" target=\"_blank\"><b>ETF发行商排名方舟跌出前10！女股神: 经济复苏不如预期</b></a></p>\n<p>周三（9月15日），“女股神”凯茜伍德的方舟投资在美国ETF发行商中的排名正在下滑，方舟目前拥有约424亿美元的ETF，排名第11。由于投资者大量的资金流入，方舟在今年早些时候进入了前10名，但是，正当方舟价值210亿美元的旗舰<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>（股票代码ARKK）大放异彩时，竞争也在加剧。由于方舟的资产略有下降，竞争对手WisdomTree已经领先，与此同时，行业新人Dimensional Fund Advisors紧随方舟之后，两家发行商之间的差距不到30亿美元。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2167921590\" target=\"_blank\"><b>Coinbase正计划进军加密货币衍生品领域</b></a></p>\n<p>美国最大的加密货币交易所Coinbase周三向美国全国期货协会提交了注册为期货委员会商户的申请。加密货币期货和期权长期以来一直是Coinbase产品组合中的一个明显不足之处，与此同时比特币衍生品已成长为一个巨大的市场。今年早些时候，Coinbase还收购了以跟踪衍生品市场而闻名的分析公司Skew。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2167630594\" target=\"_blank\"><b>生物制药公司Dice Therapeutics上市首日暴涨117%</b></a></p>\n<p>Dice Therapeutics美国IPO首日暴涨117%，报36.89美元。此前给出的IPO发行价为每股17美元。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>证券、SVB Leerink和 Evercore ISI是此次上市的承销商。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"UCO":"二倍做多彭博原油ETF","UNG":"美国天然气基金","SCO":"二倍做空彭博原油指数ETF","UGAZ":"三倍做多天然气ETN(VelocityShares)","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","DWT":"三倍做空原油ETN","DGAZ":"三倍做空天然气ETN(VelocityShares)","USO":"美国原油ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138329020","content_text":"摘要：美三大指数集体收涨，油气股涨幅居前；美国WTI原油收高3.1%，天然气再创7年半新高；美国众议院筹款委员会投票推进税改计划；微软宣布600亿美元股票回购计划；生物制药公司Dice Therapeutics上市首日暴涨117%。\n\n海外市场\n1、美三大指数集体收涨，油气股涨幅居前\n美股周三收高，主要股指在连续下跌之后反弹。美国8月制造业产出增长0.2%不及预期。市场仍在权衡美国8月CPI数据，并担忧德尔塔异毒株影响全球经济复苏。截至收盘，道琼斯指数涨0.68%，标普500指数涨0.85%，纳斯达克指数涨0.82%。\n油气股涨幅居前，墨菲石油、卡隆石油涨超8%，戴文能源涨超7%。\n2、热门中概股周三收盘多数下滑 教育股普遍走低\n热门中概股周三收盘多数下滑，教育股普遍走低，网易有道跌近9%，好未来跌超6%，新东方跌4%，高途跌超2%。\n其他中概股方面，百度涨近1%，哔哩哔哩、新东方、汽车之家跌超4%，雾芯科技跌近3%，拼多多、贝壳跌超2%，阿里巴巴、爱奇艺、京东跌超1%。新能源汽车股中，蔚来汽车涨近0.4%，小鹏汽车跌近1%，理想汽车跌0.2%。\n3、英国8月通胀率达9年新高 欧股全线下跌\n英国通胀率飙升，使欧洲股市的主要指数承受压力。周三欧股主要股指普遍收跌，德国DAX指数跌0.66%，法国CAC40指数跌1.04%，英国富时100指数跌0.23%，欧洲斯托克50指数跌1.08%。\n4、美国WTI原油收高3.1% 天然气再创7年半新高\n美国能源信息署报告产美国上周原油供应减少640万桶，令油价得到支撑。天然气期货价格再创7年半新高。最终，WTI10月期货价格上涨2.15美元，涨幅约3.1%，收于每桶72.61美元，创7月30日以来的最高收盘价。天然气期货同样上涨，并再创2014年2月以来的最高收盘价。纽交所10月天然气期货价额上涨20美分，涨幅3.8%，收于每百万英热单位5.46美元。\n5、黄金期货周三收跌0.7% 结束两连涨\n因美联储缩减刺激政策的不确定性，黄金期货周三录得3个交易日来的首次下跌，几乎完全回吐了周二的涨幅。最终，纽交所12月交割的黄金期货价格下跌12.30美元，跌幅0.7%，收于每盎司1794.80美元。\n国际宏观\n1、美国众议院筹款委员会投票推进税改计划\n美国众议院筹款委员会投票推进对美国富人和公司增税的计划，作为民主党“预算和解”开支法案的一部分。\n2、欧洲央行告诫投资者不要专注于债券购买规模\n在欧洲央行官员决定第四季度放慢资产购买步伐的几天后，该行首席经济学家Philip Lane表示，投资者在评估欧洲央行的货币政策时，不应该单纯地关注资产购买规模。\n3、美国原油库存受飓风影响持续下降 达2019年9月以来最低水平\n全美原油库存降至2019年9月以来最低水平，部分原因是墨西哥湾沿岸供应减少到新冠疫情前低点。毋庸置疑，这主要是飓风“艾达”所致。距离飓风过境时隔近三周，遭受影响的生产商仍在恢复当中，墨西哥湾沿岸产量仅恢复了60%。\n4、1950年以来首次！英国或跌出德国十大贸易伙伴国名单\n根据德国联邦统计局公布的最新数据，2021年，英国可能将自1950年以来首次跌出德国十大贸易伙伴国之列。两国间的贸易额在今年上半年下降2.3%至483亿欧元，由此英国跌到了德国重要贸易伙伴国的第十一位。其中，德国从英国的进口贸易下降了11%，仅为160亿欧元。具体来看，食品行业下降了38.5%，纺织品下降了53%，医药产品下降了47%。\n5、桥水基金创始人达利欧：“现金仍然是垃圾” 对投资者而言最关键是投资多元化\n达利欧表示，现金仍然是垃圾。股市目前享有的优势会逐步减少。对投资者而言，最重要的是在不同货币、资产类别和国家之间进行多元化分配，不只是在股市内部。达利欧对比特币有一定的投资，说相比于他对黄金的投资额，“百分比比率较小”，而他对黄金的投资与其他资产类别相比“百分比比率相对较小”。达利欧目前持有一些比特币，并表示可以考虑将加密货币用作现金和部分金融资产的替代品之一。\n6、英国首相约翰逊改组内阁\n原国际贸易大臣伊丽莎白·特拉斯被任命为外交大臣。原外交大臣多米尼克·拉布转任副首相、大法官和司法大臣，英国媒体称之为“降职”。原商业国务大臣安妮-玛丽·特里维廉接任国际贸易大臣职务。此外还有三位大臣遭解职。\n7、日本央行行长黑田东彦：必要时将进一步放松货币政策\n日本央行行长黑田东彦表示，如有必要，日本央行将进一步放松货币政策，如降低利率。日本央行致力于通过尽可能灵活、宽松的货币政策，尽早实现2%的通胀目标。\n公司新闻\n1、微软宣布600亿美元股票回购计划 还做了这一重要人事任命\n微软宣布了一个重磅消息——批准一项高达600亿美元的股份回购计划。微软表示，回购没有截止日期，可能随时终止，每股0.62美元的新股息比上一季度的股息增加了6美分。微软上一次回购计划是在2019年9月，当时规模是400亿美元。\n2、辉瑞“逼宫”FDA放行第三针 以色列数据显示保护率能恢复到95%\n根据辉瑞公司提交给美国食品和药物管理局（FDA）一份长达52页的报告，以色列的临床数据显示，在接种第二剂疫苗6个月后，接种第三剂辉瑞疫苗可将感染保护率恢复到95%。目前FDA在审核加强针的方面不仅面临辉瑞公司的压力。白宫首席医学顾问福奇曾表示，FDA可能在9月20日前批准辉瑞新冠疫苗加强针。\n3、美版“饿了么”DoorDash将纽约市告上法庭：不想与餐厅共享用户数据\n据报道，美国外卖配送公司DoorDash今日对纽约市提起诉讼，原因是一项新法律要求快递公司向餐厅分享更多客户数据。\n4、美国社区论坛Reddit广告雄心初见成效：今年营收至少翻翻至3.5亿美元\n据报道，今年早些时候GameStop和AMC等公司股价的飙升，在很大程度上得益于拥有16年历史的在线新闻聚合和讨论社区Reddit的推动。这反映出了Reddit的受众规模，最新一份文件显示，Reddit在全球的月度用户达到4.3亿，接近于图片社交网络Pinterest的4.54亿月度用户。\n5、ETF发行商排名方舟跌出前10！女股神: 经济复苏不如预期\n周三（9月15日），“女股神”凯茜伍德的方舟投资在美国ETF发行商中的排名正在下滑，方舟目前拥有约424亿美元的ETF，排名第11。由于投资者大量的资金流入，方舟在今年早些时候进入了前10名，但是，正当方舟价值210亿美元的旗舰ARK Innovation ETF（股票代码ARKK）大放异彩时，竞争也在加剧。由于方舟的资产略有下降，竞争对手WisdomTree已经领先，与此同时，行业新人Dimensional Fund Advisors紧随方舟之后，两家发行商之间的差距不到30亿美元。\n6、Coinbase正计划进军加密货币衍生品领域\n美国最大的加密货币交易所Coinbase周三向美国全国期货协会提交了注册为期货委员会商户的申请。加密货币期货和期权长期以来一直是Coinbase产品组合中的一个明显不足之处，与此同时比特币衍生品已成长为一个巨大的市场。今年早些时候，Coinbase还收购了以跟踪衍生品市场而闻名的分析公司Skew。\n7、生物制药公司Dice Therapeutics上市首日暴涨117%\nDice Therapeutics美国IPO首日暴涨117%，报36.89美元。此前给出的IPO发行价为每股17美元。美国银行证券、SVB Leerink和 Evercore 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20:43","market":"us","language":"en","title":"Panic!? Taco Bell And Starbucks Warn About Shortages<blockquote>恐慌！？塔可钟和星巴克警告短缺</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110710903","media":"zerohedge","summary":"Supply chain problems continue to plague the restaurant industry, leading big chains Taco Bell and S","content":"<p>Supply chain problems continue to plague the restaurant industry, leading big chains Taco Bell and Starbucks to warn consumers on Monday that some items may not be available.</p><p><blockquote>供应链问题继续困扰餐饮业，导致大型连锁店塔可钟和星巴克周一警告消费者，某些商品可能无法供应。</blockquote></p><p> Starbucks told customers on its app that \"due to supply shortages, some items are temporarily unavailable.\"</p><p><blockquote>星巴克在其应用程序上告诉顾客，“由于供应短缺，部分商品暂时缺货。”</blockquote></p><p> That echoed warnings that have persisted at the chain's locations for months. Consumers have complained on social media channels about periodic shortages of items such as green tea.</p><p><blockquote>这呼应了该连锁店几个月来一直存在的警告。消费者在社交媒体渠道上抱怨绿茶等商品的周期性短缺。</blockquote></p><p> At Taco Bell, customers are complaining about a lack of hot sauce. The Mexican fast-food chain's website warns customers that not all items are available at the moment.</p><p><blockquote>在塔可钟，顾客抱怨缺少辣酱。这家墨西哥快餐连锁店的网站警告顾客，目前并非所有商品都有售。</blockquote></p><p> <i>\"Sorry if we can't feed your current crave. Due to national ingredient shortages and delivery delays, we may be out of some items,\" an orange banner with bold lettering read on the top of Taco Bell's website.</i></p><p><blockquote><i>“如果我们无法满足您目前的渴望，我们很抱歉。由于全国原料短缺和交付延迟，我们可能会缺货一些商品，”塔可钟网站顶部的橙色横幅上写着粗体字。</i></blockquote></p><p> The company, owned by Louisville, Ky.-based Yum Brands, blamed transportation problems for the shortages.</p><p><blockquote>该公司隶属于肯塔基州路易斯维尔的百胜餐饮集团，将短缺归咎于运输问题。</blockquote></p><p> <i>\"Due to national transportation delays happening throughout most of the industry, we may be temporarily out of some items,\" the company said in a statement. \"Apologies for the inconvenience and we hope to feed fans' current Taco Bell cravings again soon.\"</i></p><p><blockquote><i>该公司在一份声明中表示：“由于大多数行业都出现全国运输延误，我们可能会暂时缺货某些商品。”“对于给您带来的不便，我们深表歉意，我们希望尽快再次满足粉丝们目前对塔可钟的渴望。”</i></blockquote></p><p> Restaurants have faced shortages of everything from sauces to pickles to chicken wings in recent months due to a host of issues—including weather problems in Texas and intense demand from consumers coupled with supply limitations.</p><p><blockquote>近几个月来，由于一系列问题，包括德克萨斯州的天气问题、消费者的强烈需求以及供应限制，餐馆面临着从酱汁到泡菜到鸡翅等各种商品的短缺。</blockquote></p><p> But transportation issues have made matters worse. An economywide lack of drivers has made it difficult for companies to deliver goods to their destination.</p><p><blockquote>但是交通问题让事情变得更糟。整个经济范围内司机的缺乏使得公司很难将货物运送到目的地。</blockquote></p><p> Rick Cardenas, president of Olive Garden owner Darden Restaurants, told investors last month that any supply chain issues his company has is over warehousing and transportation problems and not an actual shortage of supplies.</p><p><blockquote>Olive Garden所有者Darden Restaurants总裁里克·卡德尼亚斯(Rick Cardenas)上个月告诉投资者，他的公司遇到的任何供应链问题都是仓储和运输问题，而不是实际的供应短缺。</blockquote></p><p> \"The few spot outages we have are due to warehouse staffing and driver shortages, not product availability,\" Cardenas said, according to a transcript on the financial services site Sentieo.</p><p><blockquote>根据金融服务网站Sentieo的文字记录，卡德尼亚斯表示：“我们出现的少数现场停电是由于仓库人员和司机短缺，而不是产品供应。”</blockquote></p><p> * * *</p><p><blockquote>***</blockquote></p><p> ... and, of course, those who frequent Taco Bell have been all over social media voicing their outrage at how they can't purchase their favorite menu items.</p><p><blockquote>...当然，那些经常光顾塔可钟的人在社交媒体上表达了他们对无法购买自己喜欢的菜单项目的愤怒。</blockquote></p><p> <i>\"Taco Bell employee told me there was a 'national shortage of everything right now,' and I have decided to get my economic news exclusively from drive-thru employees from now on,\" tweeted one patron.</i></p><p><blockquote><i>一位顾客在推特上写道：“塔可钟员工告诉我，‘现在全国所有东西都短缺’，我决定从现在开始只从得来速员工那里获取经济新闻。”</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/3d5288c106b50a6df5e725de95f2b1ba\" tg-width=\"512\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"Taco Bell has a 'district-wide shortage of hot sauce...times are tough,\" tweeted a customer.</p><p><blockquote>一位顾客在推特上写道：“塔可钟‘全区辣酱短缺’……日子不好过。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/31d15a425952a4dc5d4ba4f9f225b264\" tg-width=\"510\" tg-height=\"552\" referrerpolicy=\"no-referrer\">Another said:</p><p><blockquote>另一个人说道：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41b414c409453a63139c257be29d67e2\" tg-width=\"510\" tg-height=\"259\" referrerpolicy=\"no-referrer\">\"Due to national ingredient shortages and delivery delays, we may be out of some food and beverage items,\" a sign at a Taco Bell drive-thru read.</p><p><blockquote>塔可钟得来速餐厅的牌子上写道：“由于全国食材短缺和送货延误，我们可能会缺货一些食品和饮料。”</blockquote></p><p> Also, a \"shredded cheese shortage\"?</p><p><blockquote>还有，“奶酪丝短缺”？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff103a977f542c8e06783d7295da19c0\" tg-width=\"517\" tg-height=\"489\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Others say they're \"about to freak out.\"</p><p><blockquote>其他人说他们“快要抓狂了”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0426e68487cbb23f4f395a9464feefda\" tg-width=\"514\" tg-height=\"847\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Rough times in America when consumers are used to the instant gratification of obtaining almost any item or service at their fingertips. Shortages are pushing some to the edge of insanity over petty things, like fast-food tacos.</p><p><blockquote>当消费者习惯于获得几乎任何商品或服务触手可及的即时满足感时，这是美国的艰难时期。短缺正将一些人推向疯狂的边缘，比如快餐玉米卷。</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>Panic!? Taco Bell And Starbucks Warn About Shortages<blockquote>恐慌！？塔可钟和星巴克警告短缺</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\">\nPanic!? Taco Bell And Starbucks Warn About Shortages<blockquote>恐慌！？塔可钟和星巴克警告短缺</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-20 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Supply chain problems continue to plague the restaurant industry, leading big chains Taco Bell and Starbucks to warn consumers on Monday that some items may not be available.</p><p><blockquote>供应链问题继续困扰餐饮业，导致大型连锁店塔可钟和星巴克周一警告消费者，某些商品可能无法供应。</blockquote></p><p> Starbucks told customers on its app that \"due to supply shortages, some items are temporarily unavailable.\"</p><p><blockquote>星巴克在其应用程序上告诉顾客，“由于供应短缺，部分商品暂时缺货。”</blockquote></p><p> That echoed warnings that have persisted at the chain's locations for months. Consumers have complained on social media channels about periodic shortages of items such as green tea.</p><p><blockquote>这呼应了该连锁店几个月来一直存在的警告。消费者在社交媒体渠道上抱怨绿茶等商品的周期性短缺。</blockquote></p><p> At Taco Bell, customers are complaining about a lack of hot sauce. The Mexican fast-food chain's website warns customers that not all items are available at the moment.</p><p><blockquote>在塔可钟，顾客抱怨缺少辣酱。这家墨西哥快餐连锁店的网站警告顾客，目前并非所有商品都有售。</blockquote></p><p> <i>\"Sorry if we can't feed your current crave. Due to national ingredient shortages and delivery delays, we may be out of some items,\" an orange banner with bold lettering read on the top of Taco Bell's website.</i></p><p><blockquote><i>“如果我们无法满足您目前的渴望，我们很抱歉。由于全国原料短缺和交付延迟，我们可能会缺货一些商品，”塔可钟网站顶部的橙色横幅上写着粗体字。</i></blockquote></p><p> The company, owned by Louisville, Ky.-based Yum Brands, blamed transportation problems for the shortages.</p><p><blockquote>该公司隶属于肯塔基州路易斯维尔的百胜餐饮集团，将短缺归咎于运输问题。</blockquote></p><p> <i>\"Due to national transportation delays happening throughout most of the industry, we may be temporarily out of some items,\" the company said in a statement. \"Apologies for the inconvenience and we hope to feed fans' current Taco Bell cravings again soon.\"</i></p><p><blockquote><i>该公司在一份声明中表示：“由于大多数行业都出现全国运输延误，我们可能会暂时缺货某些商品。”“对于给您带来的不便，我们深表歉意，我们希望尽快再次满足粉丝们目前对塔可钟的渴望。”</i></blockquote></p><p> Restaurants have faced shortages of everything from sauces to pickles to chicken wings in recent months due to a host of issues—including weather problems in Texas and intense demand from consumers coupled with supply limitations.</p><p><blockquote>近几个月来，由于一系列问题，包括德克萨斯州的天气问题、消费者的强烈需求以及供应限制，餐馆面临着从酱汁到泡菜到鸡翅等各种商品的短缺。</blockquote></p><p> But transportation issues have made matters worse. An economywide lack of drivers has made it difficult for companies to deliver goods to their destination.</p><p><blockquote>但是交通问题让事情变得更糟。整个经济范围内司机的缺乏使得公司很难将货物运送到目的地。</blockquote></p><p> Rick Cardenas, president of Olive Garden owner Darden Restaurants, told investors last month that any supply chain issues his company has is over warehousing and transportation problems and not an actual shortage of supplies.</p><p><blockquote>Olive Garden所有者Darden Restaurants总裁里克·卡德尼亚斯(Rick Cardenas)上个月告诉投资者，他的公司遇到的任何供应链问题都是仓储和运输问题，而不是实际的供应短缺。</blockquote></p><p> \"The few spot outages we have are due to warehouse staffing and driver shortages, not product availability,\" Cardenas said, according to a transcript on the financial services site Sentieo.</p><p><blockquote>根据金融服务网站Sentieo的文字记录，卡德尼亚斯表示：“我们出现的少数现场停电是由于仓库人员和司机短缺，而不是产品供应。”</blockquote></p><p> * * *</p><p><blockquote>***</blockquote></p><p> ... and, of course, those who frequent Taco Bell have been all over social media voicing their outrage at how they can't purchase their favorite menu items.</p><p><blockquote>...当然，那些经常光顾塔可钟的人在社交媒体上表达了他们对无法购买自己喜欢的菜单项目的愤怒。</blockquote></p><p> <i>\"Taco Bell employee told me there was a 'national shortage of everything right now,' and I have decided to get my economic news exclusively from drive-thru employees from now on,\" tweeted one patron.</i></p><p><blockquote><i>一位顾客在推特上写道：“塔可钟员工告诉我，‘现在全国所有东西都短缺’，我决定从现在开始只从得来速员工那里获取经济新闻。”</i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/3d5288c106b50a6df5e725de95f2b1ba\" tg-width=\"512\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"Taco Bell has a 'district-wide shortage of hot sauce...times are tough,\" tweeted a customer.</p><p><blockquote>一位顾客在推特上写道：“塔可钟‘全区辣酱短缺’……日子不好过。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/31d15a425952a4dc5d4ba4f9f225b264\" tg-width=\"510\" tg-height=\"552\" referrerpolicy=\"no-referrer\">Another said:</p><p><blockquote>另一个人说道：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/41b414c409453a63139c257be29d67e2\" tg-width=\"510\" tg-height=\"259\" referrerpolicy=\"no-referrer\">\"Due to national ingredient shortages and delivery delays, we may be out of some food and beverage items,\" a sign at a Taco Bell drive-thru read.</p><p><blockquote>塔可钟得来速餐厅的牌子上写道：“由于全国食材短缺和送货延误，我们可能会缺货一些食品和饮料。”</blockquote></p><p> Also, a \"shredded cheese shortage\"?</p><p><blockquote>还有，“奶酪丝短缺”？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff103a977f542c8e06783d7295da19c0\" tg-width=\"517\" tg-height=\"489\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Others say they're \"about to freak out.\"</p><p><blockquote>其他人说他们“快要抓狂了”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0426e68487cbb23f4f395a9464feefda\" tg-width=\"514\" tg-height=\"847\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Rough times in America when consumers are used to the instant gratification of obtaining almost any item or service at their fingertips. Shortages are pushing some to the edge of insanity over petty things, like fast-food tacos.</p><p><blockquote>当消费者习惯于获得几乎任何商品或服务触手可及的即时满足感时，这是美国的艰难时期。短缺正将一些人推向疯狂的边缘，比如快餐玉米卷。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/taco-bell-and-starbucks-warn-about-shortages\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克"},"source_url":"https://www.zerohedge.com/markets/taco-bell-and-starbucks-warn-about-shortages","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110710903","content_text":"Supply chain problems continue to plague the restaurant industry, leading big chains Taco Bell and Starbucks to warn consumers on Monday that some items may not be available.\nStarbucks told customers on its app that \"due to supply shortages, some items are temporarily unavailable.\"\nThat echoed warnings that have persisted at the chain's locations for months. Consumers have complained on social media channels about periodic shortages of items such as green tea.\nAt Taco Bell, customers are complaining about a lack of hot sauce. The Mexican fast-food chain's website warns customers that not all items are available at the moment.\n\"Sorry if we can't feed your current crave. Due to national ingredient shortages and delivery delays, we may be out of some items,\" an orange banner with bold lettering read on the top of Taco Bell's website.\nThe company, owned by Louisville, Ky.-based Yum Brands, blamed transportation problems for the shortages.\n\"Due to national transportation delays happening throughout most of the industry, we may be temporarily out of some items,\" the company said in a statement. \"Apologies for the inconvenience and we hope to feed fans' current Taco Bell cravings again soon.\"\nRestaurants have faced shortages of everything from sauces to pickles to chicken wings in recent months due to a host of issues—including weather problems in Texas and intense demand from consumers coupled with supply limitations.\nBut transportation issues have made matters worse. An economywide lack of drivers has made it difficult for companies to deliver goods to their destination.\nRick Cardenas, president of Olive Garden owner Darden Restaurants, told investors last month that any supply chain issues his company has is over warehousing and transportation problems and not an actual shortage of supplies.\n\"The few spot outages we have are due to warehouse staffing and driver shortages, not product availability,\" Cardenas said, according to a transcript on the financial services site Sentieo.\n* * *\n... and, of course, those who frequent Taco Bell have been all over social media voicing their outrage at how they can't purchase their favorite menu items.\n\"Taco Bell employee told me there was a 'national shortage of everything right now,' and I have decided to get my economic news exclusively from drive-thru employees from now on,\" tweeted one patron.\n\n\"Taco Bell has a 'district-wide shortage of hot sauce...times are tough,\" tweeted a customer.\nAnother said:\n\"Due to national ingredient shortages and delivery delays, we may be out of some food and beverage items,\" a sign at a Taco Bell drive-thru read.\nAlso, a \"shredded cheese shortage\"?\n\nOthers say they're \"about to freak out.\"\n\nRough times in America when consumers are used to the instant gratification of obtaining almost any item or service at their fingertips. Shortages are pushing some to the edge of insanity over petty things, like fast-food tacos.","news_type":1,"symbols_score_info":{"SBUX":0.9}},"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142334421,"gmtCreate":1626132030463,"gmtModify":1631891835537,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Again","listText":"Again","text":"Again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142334421","repostId":"2151530590","repostType":4,"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155000812,"gmtCreate":1625361414836,"gmtModify":1631891835560,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"[白眼]&nbsp;","listText":"[白眼]&nbsp;","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155000812","repostId":"1192257130","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178973726,"gmtCreate":1626785922565,"gmtModify":1631889656914,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Gloomy&nbsp;","listText":"Gloomy&nbsp;","text":"Gloomy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178973726","repostId":"1144099744","repostType":4,"repost":{"id":"1144099744","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626784245,"share":"https://www.laohu8.com/m/news/1144099744?lang=zh_CN&edition=full","pubTime":"2021-07-20 20:30","market":"us","language":"en","title":"Tesla, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts<blockquote>分析师表示，特斯拉、本土竞争对手蔚来、小鹏汽车、理想汽车共同成长，不会削减彼此的市场份额</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144099744","media":"Benzinga","summary":"Tesla Inc and local electric vehicle rivals such asNio Inc are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.What Happened:Chinese electric vehicle makers such as Nio,Xpeng Inc,Li Auto Inc andBYD Co along with Teslareported robust delivery numbersin June.Tesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon","content":"<p><b>Tesla Inc</b>(NASDAQ:TSLA) and local electric vehicle rivals such as<b>Nio Inc</b>(NYSE:NIO) are growing the electric vehicle segment together&nbsp;in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported&nbsp;by cnEVpost.</p><p><blockquote><b>特斯拉公司</b>（纳斯达克：TSLA）和当地电动汽车竞争对手，如<b>蔚来公司</b>据cnEVpost报道，中泰证券分析师表示，（纽约证券交易所股票代码：蔚来）正在共同发展中国的电动汽车市场，而不是蚕食彼此的市场份额。</blockquote></p><p> <b>What Happened:</b>Chinese electric vehicle makers such as Nio,<b>Xpeng Inc</b>(NYSE:XPEV),<b>Li Auto Inc</b>(NASDAQ:LI) and<b>BYD Co</b>(OTC:BYDDY) along with Teslareported robust delivery numbersin June.</p><p><blockquote><b>发生了什么：</b>蔚来等中国电动汽车制造商，<b>小鹏汽车</b>（纽约证券交易所代码：XPEV），<b>理想汽车公司</b>（纳斯达克：LI）及<b>比亚迪公司</b>（场外交易代码：BYDDY）以及特斯拉报告的6月份交付量强劲。</blockquote></p><p> Tesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon Musk-led company has reportedly secured a flood of orders but raised fears of doom and gloom for China's new carmakers.</p><p><blockquote>特斯拉在推出价格较低的Model Y车型后，加剧了在中国的竞争。这一战略得到了回报，据报道，埃隆·马斯克领导的公司获得了大量订单，但引发了人们对中国新汽车制造商厄运和悲观的担忧。</blockquote></p><p> Zhongtai Securities analyst sees the move as overblown as China's new carmakers are competing differently both in terms of demand and pricing.</p><p><blockquote>中泰证券分析师认为此举被夸大了，因为中国新造车企业在需求和定价方面的竞争都有所不同。</blockquote></p><p> <b>Why It Matters:</b>Tesla has introduced a more affordable variant of electric mid-size SUV Model Y in China, which qualifies for a subsidy as well as it is sold under RMB 300,000 ($46,000), the benchmark. Deliveries are expected to begin in August.</p><p><blockquote><b>为什么重要：</b>特斯拉在中国推出了一款更实惠的电动中型SUV Model Y，该车有资格获得补贴，基准售价低于30万元人民币（4.6万美元）。预计将于8月开始交付。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/955b414508f48ef07615be308fe8be84\" tg-width=\"593\" tg-height=\"485\" width=\"100%\" height=\"auto\">Tesla’s biggest rival Nio at the moment operates a portfolio that is more expensive and not eligible for the subsidies as they are all priced over the RMB 300,000 limit.</p><p><blockquote>特斯拉最大的竞争对手蔚来目前运营的投资组合价格更高，并且没有资格获得补贴，因为它们的定价都超过了30万元人民币的限额。</blockquote></p><p> <b>Ford Motor Co</b>(NYSE:F) too hasadded another variantof its all-electric sports utility vehicle Mustang Mach-E in China for under RMB 300,000 ($46,000), thus qualifying it for state-led subsidies.</p><p><blockquote><b>福特汽车公司</b>（纽约证券交易所股票代码：F）也在中国推出了另一款全电动运动型多功能车野马Mach-E，售价低于30万元人民币（4.6万美元），从而有资格获得国家主导的补贴。</blockquote></p><p> <b>Price Action:</b>Tesla shares closed 0.31% higher at $646.22 on Monday. Nio closed 1.29% higher at $43.35.</p><p><blockquote><b>价格走势：</b>特斯拉股价周一收盘上涨0.31%，至646.22美元。蔚来收涨1.29%，报43.35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, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts<blockquote>分析师表示，特斯拉、本土竞争对手蔚来、小鹏汽车、理想汽车共同成长，不会削减彼此的市场份额</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, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts<blockquote>分析师表示，特斯拉、本土竞争对手蔚来、小鹏汽车、理想汽车共同成长，不会削减彼此的市场份额</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-20 20:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla Inc</b>(NASDAQ:TSLA) and local electric vehicle rivals such as<b>Nio Inc</b>(NYSE:NIO) are growing the electric vehicle segment together&nbsp;in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported&nbsp;by cnEVpost.</p><p><blockquote><b>特斯拉公司</b>（纳斯达克：TSLA）和当地电动汽车竞争对手，如<b>蔚来公司</b>据cnEVpost报道，中泰证券分析师表示，（纽约证券交易所股票代码：蔚来）正在共同发展中国的电动汽车市场，而不是蚕食彼此的市场份额。</blockquote></p><p> <b>What Happened:</b>Chinese electric vehicle makers such as Nio,<b>Xpeng Inc</b>(NYSE:XPEV),<b>Li Auto Inc</b>(NASDAQ:LI) and<b>BYD Co</b>(OTC:BYDDY) along with Teslareported robust delivery numbersin June.</p><p><blockquote><b>发生了什么：</b>蔚来等中国电动汽车制造商，<b>小鹏汽车</b>（纽约证券交易所代码：XPEV），<b>理想汽车公司</b>（纳斯达克：LI）及<b>比亚迪公司</b>（场外交易代码：BYDDY）以及特斯拉报告的6月份交付量强劲。</blockquote></p><p> Tesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon Musk-led company has reportedly secured a flood of orders but raised fears of doom and gloom for China's new carmakers.</p><p><blockquote>特斯拉在推出价格较低的Model Y车型后，加剧了在中国的竞争。这一战略得到了回报，据报道，埃隆·马斯克领导的公司获得了大量订单，但引发了人们对中国新汽车制造商厄运和悲观的担忧。</blockquote></p><p> Zhongtai Securities analyst sees the move as overblown as China's new carmakers are competing differently both in terms of demand and pricing.</p><p><blockquote>中泰证券分析师认为此举被夸大了，因为中国新造车企业在需求和定价方面的竞争都有所不同。</blockquote></p><p> <b>Why It Matters:</b>Tesla has introduced a more affordable variant of electric mid-size SUV Model Y in China, which qualifies for a subsidy as well as it is sold under RMB 300,000 ($46,000), the benchmark. Deliveries are expected to begin in August.</p><p><blockquote><b>为什么重要：</b>特斯拉在中国推出了一款更实惠的电动中型SUV Model Y，该车有资格获得补贴，基准售价低于30万元人民币（4.6万美元）。预计将于8月开始交付。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/955b414508f48ef07615be308fe8be84\" tg-width=\"593\" tg-height=\"485\" width=\"100%\" height=\"auto\">Tesla’s biggest rival Nio at the moment operates a portfolio that is more expensive and not eligible for the subsidies as they are all priced over the RMB 300,000 limit.</p><p><blockquote>特斯拉最大的竞争对手蔚来目前运营的投资组合价格更高，并且没有资格获得补贴，因为它们的定价都超过了30万元人民币的限额。</blockquote></p><p> <b>Ford Motor Co</b>(NYSE:F) too hasadded another variantof its all-electric sports utility vehicle Mustang Mach-E in China for under RMB 300,000 ($46,000), thus qualifying it for state-led subsidies.</p><p><blockquote><b>福特汽车公司</b>（纽约证券交易所股票代码：F）也在中国推出了另一款全电动运动型多功能车野马Mach-E，售价低于30万元人民币（4.6万美元），从而有资格获得国家主导的补贴。</blockquote></p><p> <b>Price Action:</b>Tesla shares closed 0.31% higher at $646.22 on Monday. Nio closed 1.29% higher at $43.35.</p><p><blockquote><b>价格走势：</b>特斯拉股价周一收盘上涨0.31%，至646.22美元。蔚来收涨1.29%，报43.35美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144099744","content_text":"Tesla Inc(NASDAQ:TSLA) and local electric vehicle rivals such asNio Inc(NYSE:NIO) are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.\nWhat Happened:Chinese electric vehicle makers such as Nio,Xpeng Inc(NYSE:XPEV),Li Auto Inc(NASDAQ:LI) andBYD Co(OTC:BYDDY) along with Teslareported robust delivery numbersin June.\nTesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon Musk-led company has reportedly secured a flood of orders but raised fears of doom and gloom for China's new carmakers.\nZhongtai Securities analyst sees the move as overblown as China's new carmakers are competing differently both in terms of demand and pricing.\nWhy It Matters:Tesla has introduced a more affordable variant of electric mid-size SUV Model Y in China, which qualifies for a subsidy as well as it is sold under RMB 300,000 ($46,000), the benchmark. Deliveries are expected to begin in August.\nTesla’s biggest rival Nio at the moment operates a portfolio that is more expensive and not eligible for the subsidies as they are all priced over the RMB 300,000 limit.\nFord Motor Co(NYSE:F) too hasadded another variantof its all-electric sports utility vehicle Mustang Mach-E in China for under RMB 300,000 ($46,000), thus qualifying it for state-led subsidies.\nPrice Action:Tesla shares closed 0.31% higher at $646.22 on Monday. Nio closed 1.29% higher at $43.35.","news_type":1,"symbols_score_info":{"TSLA":0.9,"LI":0.9,"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608293720,"gmtCreate":1638745756960,"gmtModify":1638745757074,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"等<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","listText":"等<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","text":"等$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608293720","repostId":"608306437","repostType":1,"repost":{"id":608306437,"gmtCreate":1638613275609,"gmtModify":1638860584973,"author":{"id":"3558908080415665","authorId":"3558908080415665","name":"邹咏翰","avatar":"https://static.tigerbbs.com/2abf7014742f3e282e9781e945db75b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558908080415665","idStr":"3558908080415665"},"themes":[],"title":"阿里巴巴应跌到 $99.88","htmlText":"1. 一年多来，自从蚂蚁集团退出了据称有史以来规模最大的 IPO，阿里巴巴的股价一直没有回升。2. 股价从高位 $319.32 跌至近期低位&nbsp; $108.70，跌幅达66%。3. 根据我与投资者的互动，阿里巴巴可能是外国投资者持有的最受欢迎中国股票。它几乎是中国股市的代名词。4. 就在你以为阿里巴巴找到底部的时候，它又下跌了一些。为什么即使最近监管措施很少，也会发生这种情况？5. 一个可能的原因是滴滴退市。多年来，有关中国公司从美国退市的威胁一直存在，最终一个真实的案例正在发生，并引发了对中国 ADR 的一系列抛售。6. 需要注意的一点是，<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;在美国的股票（BABA）可以转换为在香港的<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;阿里巴巴股票（9988）。因此，我认为实际退市对您的所有权影响不大，股价的波动都是股民的短期反应。7. 另一个可能的原因是 Omicron 病毒，它不仅影响了阿里巴巴，而且影响了几乎所有其他股票。 Omicron 的影响仍然未知，而市场讨厌这种不确定性。但封锁对阿里巴巴的业务来说甚至更好。8. 第三个可能的原因是通货膨胀的威胁。各国的中央银行的说法已经改变：他们不再说这是暂时性的通货膨胀。对抗通货膨胀的方法之一是提高利率。较高的利率会影响成长型股票的估价。但阿里巴巴现在可说是个价值股而不是成长股。9. 所以我认为最近的事件不会损害阿里巴巴的业务。投资者只是寻找卖股的借口。10. 阿里巴巴股价会走低吗？即使我是股东，我也希望股价继续地跌。因为我发现许多投资者持有阿里巴巴股票，而股市不会回报","listText":"1. 一年多来，自从蚂蚁集团退出了据称有史以来规模最大的 IPO，阿里巴巴的股价一直没有回升。2. 股价从高位 $319.32 跌至近期低位&nbsp; $108.70，跌幅达66%。3. 根据我与投资者的互动，阿里巴巴可能是外国投资者持有的最受欢迎中国股票。它几乎是中国股市的代名词。4. 就在你以为阿里巴巴找到底部的时候，它又下跌了一些。为什么即使最近监管措施很少，也会发生这种情况？5. 一个可能的原因是滴滴退市。多年来，有关中国公司从美国退市的威胁一直存在，最终一个真实的案例正在发生，并引发了对中国 ADR 的一系列抛售。6. 需要注意的一点是，<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;在美国的股票（BABA）可以转换为在香港的<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;阿里巴巴股票（9988）。因此，我认为实际退市对您的所有权影响不大，股价的波动都是股民的短期反应。7. 另一个可能的原因是 Omicron 病毒，它不仅影响了阿里巴巴，而且影响了几乎所有其他股票。 Omicron 的影响仍然未知，而市场讨厌这种不确定性。但封锁对阿里巴巴的业务来说甚至更好。8. 第三个可能的原因是通货膨胀的威胁。各国的中央银行的说法已经改变：他们不再说这是暂时性的通货膨胀。对抗通货膨胀的方法之一是提高利率。较高的利率会影响成长型股票的估价。但阿里巴巴现在可说是个价值股而不是成长股。9. 所以我认为最近的事件不会损害阿里巴巴的业务。投资者只是寻找卖股的借口。10. 阿里巴巴股价会走低吗？即使我是股东，我也希望股价继续地跌。因为我发现许多投资者持有阿里巴巴股票，而股市不会回报","text":"1. 一年多来，自从蚂蚁集团退出了据称有史以来规模最大的 IPO，阿里巴巴的股价一直没有回升。2. 股价从高位 $319.32 跌至近期低位 $108.70，跌幅达66%。3. 根据我与投资者的互动，阿里巴巴可能是外国投资者持有的最受欢迎中国股票。它几乎是中国股市的代名词。4. 就在你以为阿里巴巴找到底部的时候，它又下跌了一些。为什么即使最近监管措施很少，也会发生这种情况？5. 一个可能的原因是滴滴退市。多年来，有关中国公司从美国退市的威胁一直存在，最终一个真实的案例正在发生，并引发了对中国 ADR 的一系列抛售。6. 需要注意的一点是，$阿里巴巴(BABA)$ 在美国的股票（BABA）可以转换为在香港的$阿里巴巴-SW(09988)$ 阿里巴巴股票（9988）。因此，我认为实际退市对您的所有权影响不大，股价的波动都是股民的短期反应。7. 另一个可能的原因是 Omicron 病毒，它不仅影响了阿里巴巴，而且影响了几乎所有其他股票。 Omicron 的影响仍然未知，而市场讨厌这种不确定性。但封锁对阿里巴巴的业务来说甚至更好。8. 第三个可能的原因是通货膨胀的威胁。各国的中央银行的说法已经改变：他们不再说这是暂时性的通货膨胀。对抗通货膨胀的方法之一是提高利率。较高的利率会影响成长型股票的估价。但阿里巴巴现在可说是个价值股而不是成长股。9. 所以我认为最近的事件不会损害阿里巴巴的业务。投资者只是寻找卖股的借口。10. 阿里巴巴股价会走低吗？即使我是股东，我也希望股价继续地跌。因为我发现许多投资者持有阿里巴巴股票，而股市不会回报","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608306437","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875743109,"gmtCreate":1637706591601,"gmtModify":1637706591669,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"忍住<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","listText":"忍住<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","text":"忍住$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875743109","repostId":"876710929","repostType":1,"repost":{"id":876710929,"gmtCreate":1637363652621,"gmtModify":1637702791403,"author":{"id":"3577222624390363","authorId":"3577222624390363","name":"KaelynGoMoon","avatar":"https://static.tigerbbs.com/9b50f8ca0a8d2a4024495f1ca5401a45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577222624390363","idStr":"3577222624390363"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>I'm fine I'm fine","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>I'm fine I'm fine","text":"$Alibaba(BABA)$I'm fine I'm fine","images":[{"img":"https://static.tigerbbs.com/dba1dce73e32e9d27ce1c1033efaba34","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876710929","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808461617,"gmtCreate":1627606550039,"gmtModify":1631885330566,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Hold","listText":"Hold","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808461617","repostId":"2155182250","repostType":4,"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809791777,"gmtCreate":1627392105399,"gmtModify":1631889656898,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Never believe in fool","listText":"Never believe in fool","text":"Never believe in fool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809791777","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809398664,"gmtCreate":1627346926658,"gmtModify":1631889656902,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Still believed that it's an overrated stock","listText":"Still believed that it's an overrated stock","text":"Still believed that it's an overrated stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809398664","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://www.laohu8.com/m/news/1153028059?lang=zh_CN&edition=full","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量猛增98%；公司提高了成本较低的电动汽车的利润率</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社）-特斯拉公司周二公布的第二季度利润高于预期，这得益于其较便宜的电动汽车销量大幅增长，该公司提高了价格以提高其利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自2019年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这表明制造业务的财务状况日益健康。特斯拉通过削减其称未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值汽车制造商的股价在盘后交易中上涨1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权中，特斯拉高管表示，量产增长将取决于零部件供应情况，马斯克警告称，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“全球芯片短缺的情况仍然相当严重，”马斯克说。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，Musk表示，特斯拉预计今年将在德克萨斯和德意志的在建工厂投产Model Y SUV。他表示，该公司预计电池供应商明年的产量将翻一番。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，但得益于Model 3轿车和Model Y等更便宜车型的销售，特斯拉在本季度的交付量仍创下了纪录。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克(Elon Musk)领导的汽车制造商表示，收入从一年前的60.4亿美元跃升至119.6亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预计营收约为113亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>剔除项目后，特斯拉公布的每股利润为1.45美元，轻松超过分析师预期的每股98美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，营业收入随着销量增长和成本降低而上升，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失2300万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力通常依赖于向其他汽车制造商出售监管信用，但在第二季度，特斯拉自2019年底以来首次在没有这些信用的情况下实现盈利。其第二季度GAAP净利润为11.4亿美元。这些积分的收入总计仅为3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>Investing.com高级分析师Jesse Cohen表示：“特斯拉对其数据印象深刻，因为其大部分收入来自汽车销售。”</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商Stellantis预计今年将在没有从特斯拉购买环境信用额的情况下实现其欧洲二氧化碳(CO2)排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将Semi卡车计划的启动推迟到2022年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型4680电池尚未准备好量产；高管们表示，很难预测技术挑战何时能得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>顺便说一句，马斯克表示，他“很可能不会在财报评级上”与投资者和分析师讨论财务业绩。这些评级是马斯克每季度举行的一次丰富多彩的仪式，马斯克用它来讨论特斯拉技术，或者回击竞争对手或批评者。</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 sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量猛增98%；公司提高了成本较低的电动汽车的利润率</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 sales surge 98%; company boosts margins on its less-costly electric cars<blockquote>特斯拉销量猛增98%；公司提高了成本较低的电动汽车的利润率</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-27 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p><p><blockquote>（路透社）-特斯拉公司周二公布的第二季度利润高于预期，这得益于其较便宜的电动汽车销量大幅增长，该公司提高了价格以提高其利润率。</blockquote></p><p> Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p><p><blockquote>特斯拉还削减了成本，这有助于抵消汽车行业面临的许多供应链和微芯片短缺问题。</blockquote></p><p> For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p><p><blockquote>自2019年底以来，特斯拉的利润首次不依赖于向其他汽车制造商出售环境信用，这表明制造业务的财务状况日益健康。特斯拉通过削减其称未使用或不需要的功能以及提高美国汽车价格来提高其业绩。</blockquote></p><p> Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p><p><blockquote>这家全球最有价值汽车制造商的股价在盘后交易中上涨1.5%。</blockquote></p><p> In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p><p><blockquote>在与投资者和分析师的看涨期权中，特斯拉高管表示，量产增长将取决于零部件供应情况，马斯克警告称，半导体短缺将持续。</blockquote></p><p> “The global chip shortage situation remains quite serious,” Musk said.</p><p><blockquote>“全球芯片短缺的情况仍然相当严重，”马斯克说。</blockquote></p><p> Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p><p><blockquote>尽管如此，Musk表示，特斯拉预计今年将在德克萨斯和德意志的在建工厂投产Model Y SUV。他表示，该公司预计电池供应商明年的产量将翻一番。</blockquote></p><p> Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p><p><blockquote>尽管面临疫情和供应链危机，但得益于Model 3轿车和Model Y等更便宜车型的销售，特斯拉在本季度的交付量仍创下了纪录。</blockquote></p><p> The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p><p><blockquote>这家由亿万富翁企业家埃隆·马斯克(Elon Musk)领导的汽车制造商表示，收入从一年前的60.4亿美元跃升至119.6亿美元，当时其加州工厂因当地抗击疫情的封锁令而关闭了六周多。</blockquote></p><p> Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预计营收约为113亿美元。</blockquote></p><p> Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p><p><blockquote>剔除项目后，特斯拉公布的每股利润为1.45美元，轻松超过分析师预期的每股98美分。</blockquote></p><p> Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p><p><blockquote>特斯拉表示，营业收入随着销量增长和成本降低而上升，这抵消了供应链成本上升、监管信贷收入下降和其他项目，包括加密货币比特币投资损失2300万美元。</blockquote></p><p> Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p><p><blockquote>特斯拉的盈利能力通常依赖于向其他汽车制造商出售监管信用，但在第二季度，特斯拉自2019年底以来首次在没有这些信用的情况下实现盈利。其第二季度GAAP净利润为11.4亿美元。这些积分的收入总计仅为3.54亿美元。</blockquote></p><p> “Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p><p><blockquote>Investing.com高级分析师Jesse Cohen表示：“特斯拉对其数据印象深刻，因为其大部分收入来自汽车销售。”</blockquote></p><p> Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p><p><blockquote>汽车制造商Stellantis预计今年将在没有从特斯拉购买环境信用额的情况下实现其欧洲二氧化碳(CO2)排放目标。</blockquote></p><p> Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p><p><blockquote>特斯拉表示，由于今年电池和其他零部件的供应有限，该公司已将Semi卡车计划的启动推迟到2022年，以专注于启动工厂。</blockquote></p><p> But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p><p><blockquote>但该公司的新型4680电池尚未准备好量产；高管们表示，很难预测技术挑战何时能得到解决。</blockquote></p><p> In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</p><p><blockquote>顺便说一句，马斯克表示，他“很可能不会在财报评级上”与投资者和分析师讨论财务业绩。这些评级是马斯克每季度举行的一次丰富多彩的仪式，马斯克用它来讨论特斯拉技术，或者回击竞争对手或批评者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177992530,"gmtCreate":1627174293420,"gmtModify":1631889656907,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Never like iPhone but good with the stock","listText":"Never like iPhone but good with the stock","text":"Never like iPhone but good with the stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177992530","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","kind":"highlight","pubTimestamp":1627085070,"share":"https://www.laohu8.com/m/news/2153938547?lang=zh_CN&edition=full","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</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\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual<blockquote>苹果在财报发布时会对下一代iPhone说些什么？也许比平时多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-24 08:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p><p><blockquote>苹果财报预览：最近缺乏季度预测可能会导致高管在周二下午讨论业绩时透露更多有关下一次iPhone发布的暗示</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>无线行业的大力促销可能使苹果在第二季度的业务受益。</span></p></blockquote></p><p> The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p><p><blockquote>这场大流行可能会给通常伴随苹果公司六月季度电话会议的猜谜游戏增添一丝皱纹。</blockquote></p><p> Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p><p><blockquote>通常最重要的花絮来自第三财季收益，苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>定于周二下午公布该公司对9月份季度收入的展望和评论，这可以为该公司在下一款智能手机发布初期的预期提供线索。强劲的预测可能意味着该公司打算在本财年的最后几天推出新产品线，而较弱的指引可能表明推出将推迟到第四季度。</blockquote></p><p> The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p><p><blockquote>这一次的问题是，苹果在疫情期间推迟发布正式展望一年多，目前尚不清楚该公司何时或是否会恢复这种做法。相反，苹果一直在提供“方向性见解”，以表明其业绩与前几个季度的业绩相比如何，但众所周知，它对iPhone发布计划守口如瓶。</blockquote></p><p> \"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p><p><blockquote>Monness、Crespi、Hardt&amp;Co.分析师Brian写道：“我们预计iPhone 13的上市时间最终将成为[第四财季]的摇摆因素，因此我们预计该公司将提供更精细的方向性评论。”怀特。</blockquote></p><p> The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p><p><blockquote>鉴于目前的阵容表现良好，即将推出的产品令人非常感兴趣。Barclays分析师Tim Long写道：“iPhone 12周期一直很强劲，但我们认为接下来的两个周期可能会充满挑战，2022财年和2023财年的销量可能会同比下降。”</blockquote></p><p> The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p><p><blockquote>苹果将于周二公布的六月季度数据传统上较慢<a href=\"https://laohu8.com/S/AONE.U\">一</a>随着消费者等待下一款iPhone的发布，但该公司仍有望实现智能手机业务的大幅增长。该公司不仅可以轻松地与疫情早期进行比较，而且还应该从异常促销的无线行业中获得回报。</blockquote></p><p> <b>What to watch for</b></p><p><blockquote><b>注意什么</b></blockquote></p><p> <b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p><p><blockquote><b>收益：</b>FactSet追踪的分析师预计苹果每股收益为1.01美元，高于去年同期的65美分。根据Estimize（对冲基金、学者和其他人的众包预测）的数据，平均预期每股收益为1.16美元。</blockquote></p><p> <b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p><p><blockquote><b>收入：</b>FactSet一致认为评级的总收入为732.6亿美元，高于一年前的596.9亿美元。根据Estimize，平均估计为773.8亿美元。</blockquote></p><p> On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p><p><blockquote>在细分市场层面，FactSet调查的分析师预计iPhone收入为341.9亿美元，iPad收入为71.7亿美元，Mac收入为78.6亿美元，服务收入为162.6亿美元，可穿戴设备、家居和配件类别的收入为78.3亿美元。</blockquote></p><p> <b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p><p><blockquote><b>股票变动：</b>苹果股价在过去五份财报中的四份后下跌，尽管该股在过去12个月内上涨了60%，道琼斯工业平均指数上涨了32%。</blockquote></p><p> Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p><p><blockquote>FactSet追踪的44名研究苹果股票的分析师中，33名给予买入评级，9名给予持有评级，2名给予卖出评级，平均目标价为157.88美元。</blockquote></p><p> <b>What else to watch for</b></p><p><blockquote><b>还有什么值得注意的</b></blockquote></p><p> Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p><p><blockquote>苹果的iPhone业务有望实现至少三年来的第二大增长率，仅次于上一季度。FactSet追踪的分析师预计iPhone营收为342亿美元，同比增长29.4%。</blockquote></p><p> Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p><p><blockquote>威瑞森通信公司发出了一些令人鼓舞的信号。<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>该公司最近进行了一次大规模的iPhone促销活动，试图与竞争对手AT&amp;T Inc.的折扣相匹配。<a href=\"https://laohu8.com/S/T\">$(T)$</a></blockquote></p><p> \"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p><p><blockquote>Verizon首席财务官Matthew Ellis在公司财报看涨期权上表示：“整个季度势头强劲，我们安排了促销活动，以充分利用经济复苏和客户活动增加的机会。”威瑞森大约20%的消费者现在使用支持5G的手机。</blockquote></p><p> Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p><p><blockquote>Raymond James分析师Chris Caso指出，升级的数量甚至可能不是最重要的因素，因为他对去年iPhone运营商交易的分析发现，它们可能有助于推动更昂贵设备的更大“组合”。</blockquote></p><p></p><p> \"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p><p><blockquote>“如果免费提供基本型号，消费者似乎愿意每月支付几美元升级到更高端型号，”他在分析去年补贴的基础上写道。</blockquote></p><p> UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p><p><blockquote>瑞银分析师David Vogt也对进入第三财季报告的业务感到乐观，他指出电信行业出现了积极迹象，例如“积极的促销活动”和无线商店零售流量的改善。</blockquote></p><p> But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p><p><blockquote>但他指出，需求对苹果来说可能不是大问题，因为由于供应限制困扰更广泛的电子行业及其他行业，该公司的整体上涨空间受到“限制”。苹果在其收益看涨期权中解决了这些问题，预计6月份季度的负面收入影响将达到30亿至40亿美元，预计主要影响Mac和iPad业务。</blockquote></p><p> Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p><p><blockquote>另一个关键的叙述是，考虑到家庭以外更正常的活动，这两个部分如何更普遍地保持下去。苹果的Mac和iPad在那些需要新硬件来支持远程工作和学校教育的人中很受欢迎，但分析师将关注个人电脑的繁荣是否可持续。</blockquote></p><p> \"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p><p><blockquote>CFRA分析师安吉洛·齐诺(Angelo Zino)写道：“虽然苹果将不得不在[6月季度]及其后的几个季度应对非常困难的流行病比较，但我们看到这两个类别的近期有利因素。”“我们看到，随着全球经济全面重新开放，企业层面的企业升级将成为需求的更大贡献者。”</blockquote></p><p> The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p><p><blockquote>即将发布的结果也将是苹果新的丰富多彩的iMac系列和功能强大的iPad Pro的第一个需求指标，这两款产品都是在春季推出的，并采用了该公司定制的M1芯片。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145392982,"gmtCreate":1626188820046,"gmtModify":1631891835537,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Hmmmm.....","listText":"Hmmmm.....","text":"Hmmmm.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145392982","repostId":"2151699115","repostType":4,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601824190,"gmtCreate":1638511495510,"gmtModify":1638511495592,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"不买<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>,跌了再说","listText":"不买<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>,跌了再说","text":"不买$Grab Holdings(GRAB)$,跌了再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601824190","repostId":"603412967","repostType":1,"repost":{"id":603412967,"gmtCreate":1638438369854,"gmtModify":1638500574258,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/8901a3026957857b6996ae953d595bee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618821228","idStr":"3527667618821228"},"themes":[],"title":"Will You Buy Grab or Not?","htmlText":"Grab's $40 bln Nasdaq debut to set the&nbsp;tone for Southeast Asian tech listings. The&nbsp;Debut marks the&nbsp;biggest U.S. listing by a Southeast Asian firm. Southeast Asia's internet economy to double to $360 bln by 2025. <a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> is&nbsp;known&nbsp;as&nbsp;\"Meituan\"&nbsp;in&nbsp;Southeast&nbsp;Asia,&nbsp;it&nbsp;is&nbsp;a&nbsp;combination&nbsp;of&nbsp;uber,&nbsp;ubereats&nbsp;and&nbsp;paypal.&nbsp; Grab&nbsp;closed&nbsp;at&nbsp;$11.01&nbsp;on&nbsp;Wednesday,&nbsp;marking&nbsp;a&nbsp;13.44%&nbsp;move&nbsp;from&nbsp;the&nbsp;prior&nbsp;day.&nbsp;How does the first day of Grab work? Will&nbsp;you&nbsp;buy&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>?&nbsp; Will&nbsp;you buy stocks","listText":"Grab's $40 bln Nasdaq debut to set the&nbsp;tone for Southeast Asian tech listings. The&nbsp;Debut marks the&nbsp;biggest U.S. listing by a Southeast Asian firm. Southeast Asia's internet economy to double to $360 bln by 2025. <a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> is&nbsp;known&nbsp;as&nbsp;\"Meituan\"&nbsp;in&nbsp;Southeast&nbsp;Asia,&nbsp;it&nbsp;is&nbsp;a&nbsp;combination&nbsp;of&nbsp;uber,&nbsp;ubereats&nbsp;and&nbsp;paypal.&nbsp; Grab&nbsp;closed&nbsp;at&nbsp;$11.01&nbsp;on&nbsp;Wednesday,&nbsp;marking&nbsp;a&nbsp;13.44%&nbsp;move&nbsp;from&nbsp;the&nbsp;prior&nbsp;day.&nbsp;How does the first day of Grab work? Will&nbsp;you&nbsp;buy&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>?&nbsp; Will&nbsp;you buy stocks","text":"Grab's $40 bln Nasdaq debut to set the tone for Southeast Asian tech listings. The Debut marks the biggest U.S. listing by a Southeast Asian firm. Southeast Asia's internet economy to double to $360 bln by 2025. $Grab Holdings(GRAB)$ is known as \"Meituan\" in Southeast Asia, it is a combination of uber, ubereats and paypal. Grab closed at $11.01 on Wednesday, marking a 13.44% move from the prior day. How does the first day of Grab work? Will you buy $Grab Holdings(GRAB)$? Will you buy stocks","images":[{"img":"https://static.tigerbbs.com/2cab66481c01d79cc089eb7bac610b7f","width":"1279","height":"823"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603412967","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877577682,"gmtCreate":1637966160946,"gmtModify":1637966383144,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Continue to buy <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","listText":"Continue to buy <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","text":"Continue to buy $Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877577682","repostId":"877198050","repostType":1,"repost":{"id":877198050,"gmtCreate":1637895142866,"gmtModify":1637896554689,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【11月26日】港股科技再度低迷，今天有什么交易计划？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月26日讯，港股三大指数低开，恒指跌0.96%下挫237点，国指跌1.02%，恒生科技指数跌1.03%。 盘面上，昨日反弹的科技股再度低迷，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 皆下跌，濠赌股、手机概念股、体育用品股走低明显；另一方面，药品股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/00950\">$李氏大药厂(00950)$</a> 大涨12%，<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> 等多数上涨，教育股、燃气股内房股、物管股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/00336\">$华宝国际(00336)$</a> 涨超3%，月内累计大涨超60%。 李氏大药厂高开12%，前三季纯利同比增1677.8%。李氏大药厂跳空高开12.07%报3.9港元，市值23亿港元。公司昨晚公告，截至2021年9月30日止9个月，实现收益9.52亿港元，同比增长6.5%；毛利6.35亿港元，同比增10.3%；公司拥有人应占溢利21.69亿港元，同比增1677.8%。 美股市场 周四是西方感恩节","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月26日讯，港股三大指数低开，恒指跌0.96%下挫237点，国指跌1.02%，恒生科技指数跌1.03%。 盘面上，昨日反弹的科技股再度低迷，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 皆下跌，濠赌股、手机概念股、体育用品股走低明显；另一方面，药品股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/00950\">$李氏大药厂(00950)$</a> 大涨12%，<a target=\"_blank\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> 等多数上涨，教育股、燃气股内房股、物管股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/00336\">$华宝国际(00336)$</a> 涨超3%，月内累计大涨超60%。 李氏大药厂高开12%，前三季纯利同比增1677.8%。李氏大药厂跳空高开12.07%报3.9港元，市值23亿港元。公司昨晚公告，截至2021年9月30日止9个月，实现收益9.52亿港元，同比增长6.5%；毛利6.35亿港元，同比增10.3%；公司拥有人应占溢利21.69亿港元，同比增1677.8%。 美股市场 周四是西方感恩节","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月26日讯，港股三大指数低开，恒指跌0.96%下挫237点，国指跌1.02%，恒生科技指数跌1.03%。 盘面上，昨日反弹的科技股再度低迷，$美团-W(03690)$ 跌超2%，$阿里巴巴-SW(09988)$ 、$腾讯控股(00700)$ 皆下跌，濠赌股、手机概念股、体育用品股走低明显；另一方面，药品股强势，$李氏大药厂(00950)$ 大涨12%，$先声药业(02096)$ 等多数上涨，教育股、燃气股内房股、物管股普涨，$华宝国际(00336)$ 涨超3%，月内累计大涨超60%。 李氏大药厂高开12%，前三季纯利同比增1677.8%。李氏大药厂跳空高开12.07%报3.9港元，市值23亿港元。公司昨晚公告，截至2021年9月30日止9个月，实现收益9.52亿港元，同比增长6.5%；毛利6.35亿港元，同比增10.3%；公司拥有人应占溢利21.69亿港元，同比增1677.8%。 美股市场 周四是西方感恩节","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877198050","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801342243,"gmtCreate":1627484837582,"gmtModify":1631885330579,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801342243","repostId":"1102922788","repostType":4,"repost":{"id":"1102922788","kind":"news","pubTimestamp":1627479526,"share":"https://www.laohu8.com/m/news/1102922788?lang=zh_CN&edition=full","pubTime":"2021-07-28 21:38","market":"us","language":"en","title":"Fed Meeting Will Focus on Tapering Timeline.<blockquote>美联储会议将重点讨论缩减时间表。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102922788","media":"The Wall Street Journal","summary":"Officials are looking to forge consensus on how and when to eventually reduce their asset purchases\n","content":"<p>Officials are looking to forge consensus on how and when to eventually reduce their asset purchases</p><p><blockquote>官员们正在寻求就如何以及何时最终减少资产购买达成共识</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b506b5e7aef3659e57731a13007a3078\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>Fed Chairman Jerome Powell, who spoke at a Senate committee hearing earlier this month, has promised ample notice before reducing purchases of securities.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美联储主席杰罗姆·鲍威尔本月早些时候在参议院委员会听证会上发表讲话，承诺在减少证券购买之前会发出充分的通知。</span></p></blockquote></p><p> Federal Reserve officials are set to resume deliberations Wednesday about how and when to begin&nbsp;paring their asset purchases&nbsp;amid an economic rebound clouded by supply-chain bottlenecks and rising Covid-19 cases.</p><p><blockquote>美联储官员将于周三恢复审议，讨论在供应链瓶颈和Covid-19病例增加的情况下，如何以及何时开始削减资产购买。</blockquote></p><p> The central bank at the end of last year said it would continue to purchase $120 billion in Treasurys and mortgage-backed securities monthly until officials deemed they had achieved “substantial further progress” toward their goals of low unemployment and inflation reaching their 2% goal.</p><p><blockquote>央行去年年底表示，将继续每月购买1200亿美元的美国国债和抵押贷款支持证券，直到官员们认为他们在实现低失业率和通胀率达到2%的目标方面取得了“实质性的进一步进展”。</blockquote></p><p> The Fed will release its policy statement at 2 p.m. EDT. Most of the focus is likely to center on Chairman Jerome Powell’s news conference at 2:30 p.m. Here’s what to watch:</p><p><blockquote>美联储将于美国东部时间下午2点发布政策声明。大部分焦点可能集中在下午2:30主席杰罗姆·鲍威尔(Jerome Powell)的新闻发布会上。以下是值得关注的内容：</blockquote></p><p> <b>Taper timing</b></p><p><blockquote><b>锥度正时</b></blockquote></p><p> Officials are likely to receive a formal staff briefing around when to start paring their monthly purchases of $80 billion in Treasury securities and $40 billion in mortgage securities, and how quickly to reduce, or taper, them.</p><p><blockquote>官员们可能会收到正式的工作人员简报，内容涉及何时开始削减每月800亿美元国债和400亿美元抵押贷款证券的购买量，以及以多快的速度减少或缩减这些购买量。</blockquote></p><p> The Fed began buying large quantities of the securities in March 2020, when the Covid-19 pandemic triggered a near-meltdown in financial markets. With the Fed’s short-term interest rate at zero, the purchases are designed to provide additional stimulus by holding down long-term interest rates.</p><p><blockquote>美联储于2020年3月开始大量购买这些证券，当时Covid-19大流行引发了金融市场几近崩溃。由于美联储的短期利率为零，购买旨在通过压低长期利率来提供额外的刺激。</blockquote></p><p> Some officials are concerned&nbsp;that a burst of inflation this year from bottlenecks associated with reopening the economy will prove more durable than previously anticipated. These policy makers are eager to start the taper, in part because they and their colleagues have said they aren’t likely to consider raising interest rates from near zero until they are done tapering the asset purchases.</p><p><blockquote>一些官员担心，今年因与重新开放经济相关的瓶颈而引发的通胀爆发将比之前预期的更持久。这些政策制定者渴望开始缩减，部分原因是他们和他们的同事表示，在完成缩减资产购买之前，他们不太可能考虑将利率从接近零的水平上调。</blockquote></p><p> Another camp thinks recent&nbsp;price pressures will subside&nbsp;and could leave the Fed in the same position that it faced for much of the past decade, in which global forces kept inflation below 2% even with historically low interest rates. They are worried that accelerating plans to wind down the asset purchases could raise questions among investors about the Fed’s commitment to achieving its economic goals.</p><p><blockquote>另一个阵营认为，最近的价格压力将会消退，并可能使美联储陷入过去十年大部分时间所面临的境地，即即使利率处于历史低位，全球力量仍将通胀率保持在2%以下。他们担心，加速缩减资产购买计划可能会引发投资者对美联储实现经济目标承诺的质疑。</blockquote></p><p> Because Mr. Powell has pledged&nbsp;to provide ample notice&nbsp;to financial markets before the Fed starts tapering&nbsp;to avoid catching investors by surprise, the central bank looks unlikely to start the process now or at its next meeting in September. Mr. Powell’s press conference will be heavily scrutinized for clues on how officials judge recent economic progress. In April, he said the Fed was “a long way from” its tapering goals, and he characterized the economy as “still a ways off” from them in June.</p><p><blockquote>由于鲍威尔承诺在美联储开始缩减规模之前向金融市场发出充分通知，以避免让投资者措手不及，因此美联储现在或在9月份的下一次会议上似乎不太可能启动这一进程。鲍威尔的新闻发布会将受到严格审查，以寻找官员如何判断近期经济进展的线索。4月份，他表示美联储距离缩减目标“还有很长的路要走”，6月份他称经济距离目标“还有很长的路要走”。</blockquote></p><p> <b>Purchase pace</b></p><p><blockquote><b>购买节奏</b></blockquote></p><p> Officials also must consider the pace of any reductions. Some officials have discussed concluding the purchases around October 2022 so they could lift rates soon thereafter if the recovery is stronger or inflation is higher than now anticipated.</p><p><blockquote>官员们还必须考虑任何削减的速度。一些官员已经讨论过在2022年10月左右结束购买，以便如果复苏更强劲或通胀高于目前预期，他们可以在此后很快加息。</blockquote></p><p> During a prior asset-purchase program that ended in 2014, the Fed shrank its purchases in modest, equal amounts over the course of 10 months. It then waited another 14 months before raising interest rates.</p><p><blockquote>在2014年结束的上一次资产购买计划中，美联储在10个月内适度、等量地缩减了购买规模。然后又等了14个月才加息。</blockquote></p><p> Another tactical question centers on whether&nbsp;to reduce the pace of Treasurys and mortgage-backed securities equally. Some officials have raised concerns about rising home prices and are pressing to stop purchases of mortgage bonds sooner.</p><p><blockquote>另一个战术问题集中在是否同样降低美国国债和抵押贷款支持证券的发行速度。一些官员对房价上涨表示担忧，并敦促尽快停止购买抵押贷款债券。</blockquote></p><p> But Mr. Powell and other officials have poured cold water on those concerns in recent weeks. They have said mortgage buying, by purchasing longer-dated assets, provides a way to more broadly stimulate the economy and isn’t focused squarely on housing markets.</p><p><blockquote>但鲍威尔和其他官员最近几周对这些担忧泼了冷水。他们表示，通过购买长期资产，抵押贷款购买提供了一种更广泛地刺激经济的方式，并且并不直接关注房地产市场。</blockquote></p><p> “If the housing market has you really worried, that’s an argument for just tapering everything sooner and faster,” said William English, a former senior Fed economist who is now a professor at the Yale School of Management.</p><p><blockquote>前美联储高级经济学家、现任耶鲁大学管理学院教授威廉·英格利希(William English)表示：“如果房地产市场真的让你担心，那么这就是越来越快地缩减一切的理由。”</blockquote></p><p> <b>Inflation outlook</b></p><p><blockquote><b>通胀前景</b></blockquote></p><p> For a third straight month in June,inflation ran hotter&nbsp;than many economists had expected. The Labor Department’s consumer-price index increased 5.4% from a year ago, the highest 12-month rate since August 2008.</p><p><blockquote>6月份通胀连续第三个月高于许多经济学家的预期。美国劳工部的消费者价格指数同比上涨5.4%，为2008年8月以来的12个月最高水平。</blockquote></p><p> Mr. Powell said two weeks ago that&nbsp;many of the elevated price pressures&nbsp;can still be traced to goods and services affected by supply-chain bottlenecks and other pandemic-driven upheaval. As a result, he said it would be too soon for the Fed to abandon its earlier expectation that prices will return to their 2% target on their own and to raise rates to cool down demand and reduce inflation faster.</p><p><blockquote>鲍威尔两周前表示，许多价格上涨压力仍然可以追溯到受供应链瓶颈和其他大流行引发的动荡影响的商品和服务。因此，他表示，美联储放弃早先的预期，即物价将自行回到2%的目标，并加息以更快地冷却需求和降低通胀，还为时过早。</blockquote></p><p></p><p> But Mr. Powell could face questions over how long the central bank and its 12-member rate-setting committee feels it would take to revisit their projections. Price pressures in some sectors of the economy where inflation had been subdued over the past year, including residential rents, have picked in recent months.</p><p><blockquote>但鲍威尔可能会面临以下问题：央行及其由12名成员组成的利率制定委员会认为需要多长时间才能重新审视他们的预测。过去一年通胀较低的一些经济领域（包括住宅租金）的价格压力在近几个月有所加剧。</blockquote></p><p> <b>Delta variant</b></p><p><blockquote><b>德尔塔变异毒株</b></blockquote></p><p> Mr. Powell is also likely to be pressed on how the recent increase in Covid-19 cases among unvaccinated populations could reshape the central bank’s growth forecasts for the rest of the year. While a return to shutdowns and other state-mandated restrictions on activity seem less likely than a year ago, increased hesitancy on the part of consumers to return to normal spending routines could complicate the economic outlook.</p><p><blockquote>鲍威尔还可能面临压力，询问最近未接种疫苗人群中Covid-19病例的增加可能如何重塑央行今年剩余时间的增长预测。虽然与一年前相比，恢复停工和其他国家强制的活动限制似乎不太可能，但消费者对恢复正常支出的犹豫可能会使经济前景复杂化。</blockquote></p><p> Since Fed officials last met in June, government-bond prices have jumped, a sign that investors are less confident about long-term growth prospects and less worried about inflation.</p><p><blockquote>自美联储官员6月上次开会以来，政府债券价格大幅上涨，这表明投资者对长期增长前景的信心减弱，对通胀的担忧也减弱。</blockquote></p><p> Yields, which rise when bond prices fall, climbed sharply earlier in the year, lifted by expectations that vaccinations and fiscal stimulus would spur an economic boom. After hitting a 13-month high of 1.75% at the end of March, the 10-year Treasury yield has declined—to 1.57% on June 16, after the Fed concluded its previous meeting, and to 1.24%, a five-month low, when the Fed’s meeting began on Tuesday.</p><p><blockquote>受疫苗接种和财政刺激措施将刺激经济繁荣的预期提振，收益率在债券价格下跌时上升，今年早些时候大幅攀升。在3月底触及1.75%的13个月高点后，10年期国债收益率已下降——美联储结束上次会议后的6月16日跌至1.57%，并跌至五个月低点1.24%，周二美联储会议开始时。</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>Fed Meeting Will Focus on Tapering Timeline.<blockquote>美联储会议将重点讨论缩减时间表。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Meeting Will Focus on Tapering Timeline.<blockquote>美联储会议将重点讨论缩减时间表。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-28 21:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Officials are looking to forge consensus on how and when to eventually reduce their asset purchases</p><p><blockquote>官员们正在寻求就如何以及何时最终减少资产购买达成共识</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b506b5e7aef3659e57731a13007a3078\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>Fed Chairman Jerome Powell, who spoke at a Senate committee hearing earlier this month, has promised ample notice before reducing purchases of securities.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美联储主席杰罗姆·鲍威尔本月早些时候在参议院委员会听证会上发表讲话，承诺在减少证券购买之前会发出充分的通知。</span></p></blockquote></p><p> Federal Reserve officials are set to resume deliberations Wednesday about how and when to begin&nbsp;paring their asset purchases&nbsp;amid an economic rebound clouded by supply-chain bottlenecks and rising Covid-19 cases.</p><p><blockquote>美联储官员将于周三恢复审议，讨论在供应链瓶颈和Covid-19病例增加的情况下，如何以及何时开始削减资产购买。</blockquote></p><p> The central bank at the end of last year said it would continue to purchase $120 billion in Treasurys and mortgage-backed securities monthly until officials deemed they had achieved “substantial further progress” toward their goals of low unemployment and inflation reaching their 2% goal.</p><p><blockquote>央行去年年底表示，将继续每月购买1200亿美元的美国国债和抵押贷款支持证券，直到官员们认为他们在实现低失业率和通胀率达到2%的目标方面取得了“实质性的进一步进展”。</blockquote></p><p> The Fed will release its policy statement at 2 p.m. EDT. Most of the focus is likely to center on Chairman Jerome Powell’s news conference at 2:30 p.m. Here’s what to watch:</p><p><blockquote>美联储将于美国东部时间下午2点发布政策声明。大部分焦点可能集中在下午2:30主席杰罗姆·鲍威尔(Jerome Powell)的新闻发布会上。以下是值得关注的内容：</blockquote></p><p> <b>Taper timing</b></p><p><blockquote><b>锥度正时</b></blockquote></p><p> Officials are likely to receive a formal staff briefing around when to start paring their monthly purchases of $80 billion in Treasury securities and $40 billion in mortgage securities, and how quickly to reduce, or taper, them.</p><p><blockquote>官员们可能会收到正式的工作人员简报，内容涉及何时开始削减每月800亿美元国债和400亿美元抵押贷款证券的购买量，以及以多快的速度减少或缩减这些购买量。</blockquote></p><p> The Fed began buying large quantities of the securities in March 2020, when the Covid-19 pandemic triggered a near-meltdown in financial markets. With the Fed’s short-term interest rate at zero, the purchases are designed to provide additional stimulus by holding down long-term interest rates.</p><p><blockquote>美联储于2020年3月开始大量购买这些证券，当时Covid-19大流行引发了金融市场几近崩溃。由于美联储的短期利率为零，购买旨在通过压低长期利率来提供额外的刺激。</blockquote></p><p> Some officials are concerned&nbsp;that a burst of inflation this year from bottlenecks associated with reopening the economy will prove more durable than previously anticipated. These policy makers are eager to start the taper, in part because they and their colleagues have said they aren’t likely to consider raising interest rates from near zero until they are done tapering the asset purchases.</p><p><blockquote>一些官员担心，今年因与重新开放经济相关的瓶颈而引发的通胀爆发将比之前预期的更持久。这些政策制定者渴望开始缩减，部分原因是他们和他们的同事表示，在完成缩减资产购买之前，他们不太可能考虑将利率从接近零的水平上调。</blockquote></p><p> Another camp thinks recent&nbsp;price pressures will subside&nbsp;and could leave the Fed in the same position that it faced for much of the past decade, in which global forces kept inflation below 2% even with historically low interest rates. They are worried that accelerating plans to wind down the asset purchases could raise questions among investors about the Fed’s commitment to achieving its economic goals.</p><p><blockquote>另一个阵营认为，最近的价格压力将会消退，并可能使美联储陷入过去十年大部分时间所面临的境地，即即使利率处于历史低位，全球力量仍将通胀率保持在2%以下。他们担心，加速缩减资产购买计划可能会引发投资者对美联储实现经济目标承诺的质疑。</blockquote></p><p> Because Mr. Powell has pledged&nbsp;to provide ample notice&nbsp;to financial markets before the Fed starts tapering&nbsp;to avoid catching investors by surprise, the central bank looks unlikely to start the process now or at its next meeting in September. Mr. Powell’s press conference will be heavily scrutinized for clues on how officials judge recent economic progress. In April, he said the Fed was “a long way from” its tapering goals, and he characterized the economy as “still a ways off” from them in June.</p><p><blockquote>由于鲍威尔承诺在美联储开始缩减规模之前向金融市场发出充分通知，以避免让投资者措手不及，因此美联储现在或在9月份的下一次会议上似乎不太可能启动这一进程。鲍威尔的新闻发布会将受到严格审查，以寻找官员如何判断近期经济进展的线索。4月份，他表示美联储距离缩减目标“还有很长的路要走”，6月份他称经济距离目标“还有很长的路要走”。</blockquote></p><p> <b>Purchase pace</b></p><p><blockquote><b>购买节奏</b></blockquote></p><p> Officials also must consider the pace of any reductions. Some officials have discussed concluding the purchases around October 2022 so they could lift rates soon thereafter if the recovery is stronger or inflation is higher than now anticipated.</p><p><blockquote>官员们还必须考虑任何削减的速度。一些官员已经讨论过在2022年10月左右结束购买，以便如果复苏更强劲或通胀高于目前预期，他们可以在此后很快加息。</blockquote></p><p> During a prior asset-purchase program that ended in 2014, the Fed shrank its purchases in modest, equal amounts over the course of 10 months. It then waited another 14 months before raising interest rates.</p><p><blockquote>在2014年结束的上一次资产购买计划中，美联储在10个月内适度、等量地缩减了购买规模。然后又等了14个月才加息。</blockquote></p><p> Another tactical question centers on whether&nbsp;to reduce the pace of Treasurys and mortgage-backed securities equally. Some officials have raised concerns about rising home prices and are pressing to stop purchases of mortgage bonds sooner.</p><p><blockquote>另一个战术问题集中在是否同样降低美国国债和抵押贷款支持证券的发行速度。一些官员对房价上涨表示担忧，并敦促尽快停止购买抵押贷款债券。</blockquote></p><p> But Mr. Powell and other officials have poured cold water on those concerns in recent weeks. They have said mortgage buying, by purchasing longer-dated assets, provides a way to more broadly stimulate the economy and isn’t focused squarely on housing markets.</p><p><blockquote>但鲍威尔和其他官员最近几周对这些担忧泼了冷水。他们表示，通过购买长期资产，抵押贷款购买提供了一种更广泛地刺激经济的方式，并且并不直接关注房地产市场。</blockquote></p><p> “If the housing market has you really worried, that’s an argument for just tapering everything sooner and faster,” said William English, a former senior Fed economist who is now a professor at the Yale School of Management.</p><p><blockquote>前美联储高级经济学家、现任耶鲁大学管理学院教授威廉·英格利希(William English)表示：“如果房地产市场真的让你担心，那么这就是越来越快地缩减一切的理由。”</blockquote></p><p> <b>Inflation outlook</b></p><p><blockquote><b>通胀前景</b></blockquote></p><p> For a third straight month in June,inflation ran hotter&nbsp;than many economists had expected. The Labor Department’s consumer-price index increased 5.4% from a year ago, the highest 12-month rate since August 2008.</p><p><blockquote>6月份通胀连续第三个月高于许多经济学家的预期。美国劳工部的消费者价格指数同比上涨5.4%，为2008年8月以来的12个月最高水平。</blockquote></p><p> Mr. Powell said two weeks ago that&nbsp;many of the elevated price pressures&nbsp;can still be traced to goods and services affected by supply-chain bottlenecks and other pandemic-driven upheaval. As a result, he said it would be too soon for the Fed to abandon its earlier expectation that prices will return to their 2% target on their own and to raise rates to cool down demand and reduce inflation faster.</p><p><blockquote>鲍威尔两周前表示，许多价格上涨压力仍然可以追溯到受供应链瓶颈和其他大流行引发的动荡影响的商品和服务。因此，他表示，美联储放弃早先的预期，即物价将自行回到2%的目标，并加息以更快地冷却需求和降低通胀，还为时过早。</blockquote></p><p></p><p> But Mr. Powell could face questions over how long the central bank and its 12-member rate-setting committee feels it would take to revisit their projections. Price pressures in some sectors of the economy where inflation had been subdued over the past year, including residential rents, have picked in recent months.</p><p><blockquote>但鲍威尔可能会面临以下问题：央行及其由12名成员组成的利率制定委员会认为需要多长时间才能重新审视他们的预测。过去一年通胀较低的一些经济领域（包括住宅租金）的价格压力在近几个月有所加剧。</blockquote></p><p> <b>Delta variant</b></p><p><blockquote><b>德尔塔变异毒株</b></blockquote></p><p> Mr. Powell is also likely to be pressed on how the recent increase in Covid-19 cases among unvaccinated populations could reshape the central bank’s growth forecasts for the rest of the year. While a return to shutdowns and other state-mandated restrictions on activity seem less likely than a year ago, increased hesitancy on the part of consumers to return to normal spending routines could complicate the economic outlook.</p><p><blockquote>鲍威尔还可能面临压力，询问最近未接种疫苗人群中Covid-19病例的增加可能如何重塑央行今年剩余时间的增长预测。虽然与一年前相比，恢复停工和其他国家强制的活动限制似乎不太可能，但消费者对恢复正常支出的犹豫可能会使经济前景复杂化。</blockquote></p><p> Since Fed officials last met in June, government-bond prices have jumped, a sign that investors are less confident about long-term growth prospects and less worried about inflation.</p><p><blockquote>自美联储官员6月上次开会以来，政府债券价格大幅上涨，这表明投资者对长期增长前景的信心减弱，对通胀的担忧也减弱。</blockquote></p><p> Yields, which rise when bond prices fall, climbed sharply earlier in the year, lifted by expectations that vaccinations and fiscal stimulus would spur an economic boom. After hitting a 13-month high of 1.75% at the end of March, the 10-year Treasury yield has declined—to 1.57% on June 16, after the Fed concluded its previous meeting, and to 1.24%, a five-month low, when the Fed’s meeting began on Tuesday.</p><p><blockquote>受疫苗接种和财政刺激措施将刺激经济繁荣的预期提振，收益率在债券价格下跌时上升，今年早些时候大幅攀升。在3月底触及1.75%的13个月高点后，10年期国债收益率已下降——美联储结束上次会议后的6月16日跌至1.57%，并跌至五个月低点1.24%，周二美联储会议开始时。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/fed-meeting-will-focus-on-tapering-timeline-11627464602?mod=hp_lead_pos2\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/fed-meeting-will-focus-on-tapering-timeline-11627464602?mod=hp_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102922788","content_text":"Officials are looking to forge consensus on how and when to eventually reduce their asset purchases\nFed Chairman Jerome Powell, who spoke at a Senate committee hearing earlier this month, has promised ample notice before reducing purchases of securities.\nFederal Reserve officials are set to resume deliberations Wednesday about how and when to begin paring their asset purchases amid an economic rebound clouded by supply-chain bottlenecks and rising Covid-19 cases.\nThe central bank at the end of last year said it would continue to purchase $120 billion in Treasurys and mortgage-backed securities monthly until officials deemed they had achieved “substantial further progress” toward their goals of low unemployment and inflation reaching their 2% goal.\nThe Fed will release its policy statement at 2 p.m. EDT. Most of the focus is likely to center on Chairman Jerome Powell’s news conference at 2:30 p.m. Here’s what to watch:\nTaper timing\nOfficials are likely to receive a formal staff briefing around when to start paring their monthly purchases of $80 billion in Treasury securities and $40 billion in mortgage securities, and how quickly to reduce, or taper, them.\nThe Fed began buying large quantities of the securities in March 2020, when the Covid-19 pandemic triggered a near-meltdown in financial markets. With the Fed’s short-term interest rate at zero, the purchases are designed to provide additional stimulus by holding down long-term interest rates.\nSome officials are concerned that a burst of inflation this year from bottlenecks associated with reopening the economy will prove more durable than previously anticipated. These policy makers are eager to start the taper, in part because they and their colleagues have said they aren’t likely to consider raising interest rates from near zero until they are done tapering the asset purchases.\nAnother camp thinks recent price pressures will subside and could leave the Fed in the same position that it faced for much of the past decade, in which global forces kept inflation below 2% even with historically low interest rates. They are worried that accelerating plans to wind down the asset purchases could raise questions among investors about the Fed’s commitment to achieving its economic goals.\nBecause Mr. Powell has pledged to provide ample notice to financial markets before the Fed starts tapering to avoid catching investors by surprise, the central bank looks unlikely to start the process now or at its next meeting in September. Mr. Powell’s press conference will be heavily scrutinized for clues on how officials judge recent economic progress. In April, he said the Fed was “a long way from” its tapering goals, and he characterized the economy as “still a ways off” from them in June.\nPurchase pace\nOfficials also must consider the pace of any reductions. Some officials have discussed concluding the purchases around October 2022 so they could lift rates soon thereafter if the recovery is stronger or inflation is higher than now anticipated.\nDuring a prior asset-purchase program that ended in 2014, the Fed shrank its purchases in modest, equal amounts over the course of 10 months. It then waited another 14 months before raising interest rates.\nAnother tactical question centers on whether to reduce the pace of Treasurys and mortgage-backed securities equally. Some officials have raised concerns about rising home prices and are pressing to stop purchases of mortgage bonds sooner.\nBut Mr. Powell and other officials have poured cold water on those concerns in recent weeks. They have said mortgage buying, by purchasing longer-dated assets, provides a way to more broadly stimulate the economy and isn’t focused squarely on housing markets.\n“If the housing market has you really worried, that’s an argument for just tapering everything sooner and faster,” said William English, a former senior Fed economist who is now a professor at the Yale School of Management.\nInflation outlook\nFor a third straight month in June,inflation ran hotter than many economists had expected. The Labor Department’s consumer-price index increased 5.4% from a year ago, the highest 12-month rate since August 2008.\nMr. Powell said two weeks ago that many of the elevated price pressures can still be traced to goods and services affected by supply-chain bottlenecks and other pandemic-driven upheaval. As a result, he said it would be too soon for the Fed to abandon its earlier expectation that prices will return to their 2% target on their own and to raise rates to cool down demand and reduce inflation faster.\nBut Mr. Powell could face questions over how long the central bank and its 12-member rate-setting committee feels it would take to revisit their projections. Price pressures in some sectors of the economy where inflation had been subdued over the past year, including residential rents, have picked in recent months.\nDelta variant\nMr. Powell is also likely to be pressed on how the recent increase in Covid-19 cases among unvaccinated populations could reshape the central bank’s growth forecasts for the rest of the year. While a return to shutdowns and other state-mandated restrictions on activity seem less likely than a year ago, increased hesitancy on the part of consumers to return to normal spending routines could complicate the economic outlook.\nSince Fed officials last met in June, government-bond prices have jumped, a sign that investors are less confident about long-term growth prospects and less worried about inflation.\nYields, which rise when bond prices fall, climbed sharply earlier in the year, lifted by expectations that vaccinations and fiscal stimulus would spur an economic boom. After hitting a 13-month high of 1.75% at the end of March, the 10-year Treasury yield has declined—to 1.57% on June 16, after the Fed concluded its previous meeting, and to 1.24%, a five-month low, when the Fed’s meeting began on Tuesday.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803873668,"gmtCreate":1627433921854,"gmtModify":1631889656898,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Buy BAT","listText":"Buy BAT","text":"Buy BAT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803873668","repostId":"2154912879","repostType":4,"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}