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Junjunbiceps

Junjunbiceps

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2021-08-02

Not bad

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2021-07-29

Hi

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2021-07-29

Good

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2021-07-29

Bigr

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2021-07-29

Nice

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2021-07-27

So bad

Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务支出疲软而下调美国经济增长预测</blockquote>

2021-07-26

Good job

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2021-07-26

Nice trade

Lucid Motors Set to Debut With Valuation of Around $24 Billion<blockquote>Lucid Motors 将首次亮相，估值约 240 亿美元</blockquote>

2021-07-24

Ok

Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>

2021-07-24

Sad

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2021-06-25

So good

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2021-06-24

Good

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2021-06-23

Potential

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2021-06-23

Gogogo

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2021-06-23

$Apple(AAPL)$Thanks apple

2021-06-22

Facebook share lets go

2021-06-19

Huat ah tigers

去老虎APP查看更多动态

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bad","listText":"So bad","text":"So bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809601645","repostId":"1103996297","repostType":4,"repost":{"id":"1103996297","kind":"news","pubTimestamp":1627357394,"share":"https://www.laohunote.com/m/news/1103996297?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:43","market":"us","language":"en","title":"Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务支出疲软而下调美国经济增长预测</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103996297","media":"CNN","summary":"New York Goldman Sachs  slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.That's why rotation is necessary in how people spend their cash, said G","content":"<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN Business）高盛（GS）下调了对美国下半年经济活动的预测，指出消费者服务支出低迷以及 Covid-19 德尔塔变异毒株构成的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和经济复苏初期，美国人在商品上花费了大量资金：二手车价格飙升，家具和其他家居用品的价格也飙升，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多——到目前为止，在商品上的巨额支出决定了疫情的复苏，对于保持美国经济增长来说是不可持续的。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们花钱的方式需要轮换。但围绕德尔塔变异毒株的担忧正在降低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三和第四季度国内生产总值（衡量经济活动的最广泛指标）增长预测下调了一个百分点。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7 月至 9 月期间，这家华尔街银行预计年化增长率为 8.5%，但今年最后三个月降至 5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，趋向于恢复到1.5%至2%的年化增长率，这是大流行之前美国通常看到的。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。根据约翰·霍普金斯大学的数据，在48个州，过去一周的新增新冠肺炎病例率比前一周增加了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>变异感染病例的增加来得不合时宜：经济仍未恢复正常，感染病例的死灰复燃可能会阻止人们充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛经济学家认为，Delta 变种对经济的影响将有些有限：“对政府强制实施新限制的兴趣似乎很低；早期州级证据显示，到目前为止对消费者支出影响不大；沃克写道：“在英国和其他最早传播的国家，病毒情况似乎已经在改善。”</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>Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务支出疲软而下调美国经济增长预测</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\">\nGoldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务支出疲软而下调美国经济增长预测</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-27 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN Business）高盛（GS）下调了对美国下半年经济活动的预测，指出消费者服务支出低迷以及 Covid-19 德尔塔变异毒株构成的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和经济复苏初期，美国人在商品上花费了大量资金：二手车价格飙升，家具和其他家居用品的价格也飙升，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多——到目前为止，在商品上的巨额支出决定了疫情的复苏，对于保持美国经济增长来说是不可持续的。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们花钱的方式需要轮换。但围绕德尔塔变异毒株的担忧正在降低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三和第四季度国内生产总值（衡量经济活动的最广泛指标）增长预测下调了一个百分点。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7 月至 9 月期间，这家华尔街银行预计年化增长率为 8.5%，但今年最后三个月降至 5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，趋向于恢复到1.5%至2%的年化增长率，这是大流行之前美国通常看到的。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。根据约翰·霍普金斯大学的数据，在48个州，过去一周的新增新冠肺炎病例率比前一周增加了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>变异感染病例的增加来得不合时宜：经济仍未恢复正常，感染病例的死灰复燃可能会阻止人们充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛经济学家认为，Delta 变种对经济的影响将有些有限：“对政府强制实施新限制的兴趣似乎很低；早期州级证据显示，到目前为止对消费者支出影响不大；沃克写道：“在英国和其他最早传播的国家，病毒情况似乎已经在改善。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html\">CNN</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","GS":"高盛"},"source_url":"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103996297","content_text":"New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.\nDuring the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.\nBut in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.\nThat's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.\n\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.\nIn response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.\nBetween July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.\nFrom 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.\nEven though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.\nThe rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.\n\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"\nAt the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.","news_type":1,"symbols_score_info":{".DJI":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":2741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800497700,"gmtCreate":1627311122100,"gmtModify":1633766230351,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087168977251800","idStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Good job","listText":"Good job","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800497700","repostId":"1154417831","repostType":4,"isVote":1,"tweetType":1,"viewCount":4195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800495222,"gmtCreate":1627311043066,"gmtModify":1633766232055,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087168977251800","idStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Nice trade&nbsp;","listText":"Nice trade&nbsp;","text":"Nice trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800495222","repostId":"1140668298","repostType":4,"repost":{"id":"1140668298","kind":"news","pubTimestamp":1627307602,"share":"https://www.laohunote.com/m/news/1140668298?lang=zh_CN&edition=full","pubTime":"2021-07-26 21:53","market":"us","language":"en","title":"Lucid Motors Set to Debut With Valuation of Around $24 Billion<blockquote>Lucid Motors 将首次亮相，估值约 240 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140668298","media":"TheStreet","summary":"Lucid Motors spikes 10% on its first day of trading.\n\nShares of Lucid Motors are set to make their d","content":"<p>Lucid Motors spikes 10% on its first day of trading.</p><p><blockquote>Lucid Motors 上市首日股价飙升 10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/455c304d523d4b2b0f3a435593c0a45c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of Lucid Motors are set to make their debut in a reverse-merger with Churchill Capital that will value the electric vehicle start-up at more than $24 billion.</p><p><blockquote>Lucid Motors 的股票将在与 Churchill Capital 的反向合并中首次亮相，这家电动汽车初创公司的估值将超过 240 亿美元。</blockquote></p><p> Shares of luxury electric vehicle start-up Lucid Motors are set to make their debut on Monday as the race to populate the world’s roads and highways with electric vehicles continues to heat up.</p><p><blockquote>随着全球道路和高速公路上电动汽车普及的竞赛持续升温，豪华电动汽车初创公司 Lucid Motors 的股票将于周一首次亮相。</blockquote></p><p> Shares of Lucid Motors will debut on the Nasdaq under symbol \"LCID.\" The listing follows the close Friday of the&nbsp;merger between special purpose acquisition company Churchill Capital (<b>CCIV</b>) , a blank check company started by investment banker Michael Klein. Churchill Capital will delist from the New York Stock Exchange.</p><p><blockquote>Lucid Motors 的股票将在纳斯达克首次亮相，代码为“LCID”。此次上市是在特殊目的收购公司丘吉尔资本（Churchill Capital）于周五完成合并后进行的。<b>CCIV</b>），由投资银行家迈克尔·克莱因创办的空白支票公司。丘吉尔资本将从纽约证券交易所退市。</blockquote></p><p> The startup is expected to receive about $4.4 billion in cash from the transaction, after expenses, according to reports. Saudi Arabia's Public Investment Fund has invested more than $1 billion in Lucid. It will own about 60% of the company.</p><p><blockquote>据报道，扣除费用后，这家初创公司预计将从交易中获得约44亿美元现金。沙特阿拉伯公共投资基金已向 Lucid 投资超过 10 亿美元。它将拥有该公司约60%的股份。</blockquote></p><p> The reverse-merger deal, which faced last-minute challenges being approved due to difficulties communicating to retail investors holding the stock to vote, values Lucid at around $24 billion.</p><p><blockquote>由于难以与持有股票进行投票的散户投资者沟通，反向合并交易在最后一刻面临获得批准的挑战，Lucid 的估值约为 240 亿美元。</blockquote></p><p> It also comes six months after Lucidannounced it was joining forces with Churchillin a bid to take on Tesla(<b>TSLA</b>)&nbsp;and other EV makers like Fisker(<b>FSR</b>)&nbsp;in the U.S. and NIO(<b>NIO</b>)&nbsp;and XPeng(<b>XPEV</b>)&nbsp;in China, though Lucid has its sights set directly on Tesla.</p><p><blockquote>六个月前，Lucida 宣布将与丘吉尔联手对抗特斯拉（<b>特斯拉</b>) 和 Fisker 等其他电动汽车制造商（<b>FSR</b>）在美国和蔚来（<b>蔚来</b>）和小鹏（<b>XPEV</b>）在中国，尽管 Lucid 的目光直接瞄准了特斯拉。</blockquote></p><p> Special-purpose acquisition companies, or SPACs, had been all the rage at the start of the year as companies looked to take advantage of what appeared to be a more streamlined effort to go public. They remain a popular option for raising capital,with 2021 marking a banner year in SPAC deals.</p><p><blockquote>特殊目的收购公司（SPAC）在今年年初风靡一时，因为公司希望利用看似更精简的上市努力。它们仍然是筹集资金的热门选择，2021 年标志着 SPAC 交易的辉煌一年。</blockquote></p><p> The Lucid Air has a price tag of around $70,000 after tax credits, while the Air Dream Edition will cost $162,000. The EV features an autonomous driving system with 32 sensors including long-distance Lidar, which Tesla does not use.</p><p><blockquote>Lucid Air 的税收抵免后售价约为 70,000 美元，而 Air Dream Edition 的售价为 162,000 美元。这款电动汽车配备了带有 32 个传感器的自动驾驶系统，其中包括特斯拉未使用的远程激光雷达。</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>Lucid Motors Set to Debut With Valuation of Around $24 Billion<blockquote>Lucid Motors 将首次亮相，估值约 240 亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Motors Set to Debut With Valuation of Around $24 Billion<blockquote>Lucid Motors 将首次亮相，估值约 240 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-07-26 21:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Lucid Motors spikes 10% on its first day of trading.</p><p><blockquote>Lucid Motors 上市首日股价飙升 10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/455c304d523d4b2b0f3a435593c0a45c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of Lucid Motors are set to make their debut in a reverse-merger with Churchill Capital that will value the electric vehicle start-up at more than $24 billion.</p><p><blockquote>Lucid Motors 的股票将在与 Churchill Capital 的反向合并中首次亮相，这家电动汽车初创公司的估值将超过 240 亿美元。</blockquote></p><p> Shares of luxury electric vehicle start-up Lucid Motors are set to make their debut on Monday as the race to populate the world’s roads and highways with electric vehicles continues to heat up.</p><p><blockquote>随着全球道路和高速公路上电动汽车普及的竞赛持续升温，豪华电动汽车初创公司 Lucid Motors 的股票将于周一首次亮相。</blockquote></p><p> Shares of Lucid Motors will debut on the Nasdaq under symbol \"LCID.\" The listing follows the close Friday of the&nbsp;merger between special purpose acquisition company Churchill Capital (<b>CCIV</b>) , a blank check company started by investment banker Michael Klein. Churchill Capital will delist from the New York Stock Exchange.</p><p><blockquote>Lucid Motors 的股票将在纳斯达克首次亮相，代码为“LCID”。此次上市是在特殊目的收购公司丘吉尔资本（Churchill Capital）于周五完成合并后进行的。<b>CCIV</b>），由投资银行家迈克尔·克莱因创办的空白支票公司。丘吉尔资本将从纽约证券交易所退市。</blockquote></p><p> The startup is expected to receive about $4.4 billion in cash from the transaction, after expenses, according to reports. Saudi Arabia's Public Investment Fund has invested more than $1 billion in Lucid. It will own about 60% of the company.</p><p><blockquote>据报道，扣除费用后，这家初创公司预计将从交易中获得约44亿美元现金。沙特阿拉伯公共投资基金已向 Lucid 投资超过 10 亿美元。它将拥有该公司约60%的股份。</blockquote></p><p> The reverse-merger deal, which faced last-minute challenges being approved due to difficulties communicating to retail investors holding the stock to vote, values Lucid at around $24 billion.</p><p><blockquote>由于难以与持有股票进行投票的散户投资者沟通，反向合并交易在最后一刻面临获得批准的挑战，Lucid 的估值约为 240 亿美元。</blockquote></p><p> It also comes six months after Lucidannounced it was joining forces with Churchillin a bid to take on Tesla(<b>TSLA</b>)&nbsp;and other EV makers like Fisker(<b>FSR</b>)&nbsp;in the U.S. and NIO(<b>NIO</b>)&nbsp;and XPeng(<b>XPEV</b>)&nbsp;in China, though Lucid has its sights set directly on Tesla.</p><p><blockquote>六个月前，Lucida 宣布将与丘吉尔联手对抗特斯拉（<b>特斯拉</b>) 和 Fisker 等其他电动汽车制造商（<b>FSR</b>）在美国和蔚来（<b>蔚来</b>）和小鹏（<b>XPEV</b>）在中国，尽管 Lucid 的目光直接瞄准了特斯拉。</blockquote></p><p> Special-purpose acquisition companies, or SPACs, had been all the rage at the start of the year as companies looked to take advantage of what appeared to be a more streamlined effort to go public. They remain a popular option for raising capital,with 2021 marking a banner year in SPAC deals.</p><p><blockquote>特殊目的收购公司（SPAC）在今年年初风靡一时，因为公司希望利用看似更精简的上市努力。它们仍然是筹集资金的热门选择，2021 年标志着 SPAC 交易的辉煌一年。</blockquote></p><p> The Lucid Air has a price tag of around $70,000 after tax credits, while the Air Dream Edition will cost $162,000. The EV features an autonomous driving system with 32 sensors including long-distance Lidar, which Tesla does not use.</p><p><blockquote>Lucid Air 的税收抵免后售价约为 70,000 美元，而 Air Dream Edition 的售价为 162,000 美元。这款电动汽车配备了带有 32 个传感器的自动驾驶系统，其中包括特斯拉未使用的远程激光雷达。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/lucid-motors-lcid-trasding-debut-monday\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://www.thestreet.com/investing/lucid-motors-lcid-trasding-debut-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140668298","content_text":"Lucid Motors spikes 10% on its first day of trading.\n\nShares of Lucid Motors are set to make their debut in a reverse-merger with Churchill Capital that will value the electric vehicle start-up at more than $24 billion.\nShares of luxury electric vehicle start-up Lucid Motors are set to make their debut on Monday as the race to populate the world’s roads and highways with electric vehicles continues to heat up.\nShares of Lucid Motors will debut on the Nasdaq under symbol \"LCID.\" The listing follows the close Friday of the merger between special purpose acquisition company Churchill Capital (CCIV) , a blank check company started by investment banker Michael Klein. Churchill Capital will delist from the New York Stock Exchange.\nThe startup is expected to receive about $4.4 billion in cash from the transaction, after expenses, according to reports. Saudi Arabia's Public Investment Fund has invested more than $1 billion in Lucid. It will own about 60% of the company.\nThe reverse-merger deal, which faced last-minute challenges being approved due to difficulties communicating to retail investors holding the stock to vote, values Lucid at around $24 billion.\nIt also comes six months after Lucidannounced it was joining forces with Churchillin a bid to take on Tesla(TSLA) and other EV makers like Fisker(FSR) in the U.S. and NIO(NIO) and XPeng(XPEV) in China, though Lucid has its sights set directly on Tesla.\nSpecial-purpose acquisition companies, or SPACs, had been all the rage at the start of the year as companies looked to take advantage of what appeared to be a more streamlined effort to go public. They remain a popular option for raising capital,with 2021 marking a banner year in SPAC deals.\nThe Lucid Air has a price tag of around $70,000 after tax credits, while the Air Dream Edition will cost $162,000. The EV features an autonomous driving system with 32 sensors including long-distance Lidar, which Tesla does not use.","news_type":1,"symbols_score_info":{"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174717476,"gmtCreate":1627139176895,"gmtModify":1633767693287,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087168977251800","idStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174717476","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://www.laohunote.com/m/news/1124707956?lang=zh_CN&edition=full","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录过于自信。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗拉德 (John Flood) 周一敦促客户“不要逢低买入”时，他们就这么做了，周一高盛的主要经纪服务观察到，随着标准普尔跌至 4,220 点，对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后开始抛售反弹并<b>周二，GS Prime book 出现了自 6 月 17 日以来最大的单日净销售额</b>（-2.2 SDs 与过去一年的平均每日净流量相比）以及自 2019 年 11 月以来最大的单一名称净销售额，由多头和空头销售（1.6 比 1）推动，因为所有地区的净销售额均以美元计算领先北美和 DM 亚洲，并由多头和空头销售（2.5 比 1）推动。这种防御性定位在周一后的大部分反弹中持续存在。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime 对触底后走势的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>单只股票出现了自 19 年 11 月以来最大的 1 日净卖出额（-4.0 SDs），远远超过了宏观产品（指数和 ETF 合计）的净买入额。</li><li>11 个行业中有 8 个行业被净卖出，以美元计算，其中医疗保健、工业、消费光盘和公用事业领先，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买居家住宿（GSXUSTAY</b>) 与连续第二天卖出 (GSXUPAND)。</li></ul><ol><li>GSXUSTAY 的成分股再次集体净买入，并在多头买入的推动下出现了自 6 月 28 日以来最大的单日净买入。</li><li>GSXUPAND 成员连续第二天集体净卖出，多头买入超过空头回补的避险资金流动。也就是说，与我们周一看到的情况相比，该集团的净销售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件 (GSCBSF8X)</b>– 篮子成分股连续第二天集体净买入，并出现了年初至今最大的单日美元净买入，完全由多头买入推动。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG 中的风险规避 (GSTMTMEG</b>) – TMT 大盘股总体净卖出幅度不大，完全由多头卖出推动，尽管净流量因个别名称而异。该集团在过去 10 个交易日中有 9 个交易日（7/19 除外）集体净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>和视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金的业绩意味着什么？尽管面临重创，高盛指出，基本面 LS 经理连续第三天经历了正 alpha 和 MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨天（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面 LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%。</li><li>系统性LS-0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面 LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li><li>系统性LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面 LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆率已经下降MTD；虽然基本的LS总收入现在仅为一年的第19个百分位，但净资产仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</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\">\nHedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-23 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录过于自信。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗拉德 (John Flood) 周一敦促客户“不要逢低买入”时，他们就这么做了，周一高盛的主要经纪服务观察到，随着标准普尔跌至 4,220 点，对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后开始抛售反弹并<b>周二，GS Prime book 出现了自 6 月 17 日以来最大的单日净销售额</b>（-2.2 SDs 与过去一年的平均每日净流量相比）以及自 2019 年 11 月以来最大的单一名称净销售额，由多头和空头销售（1.6 比 1）推动，因为所有地区的净销售额均以美元计算领先北美和 DM 亚洲，并由多头和空头销售（2.5 比 1）推动。这种防御性定位在周一后的大部分反弹中持续存在。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime 对触底后走势的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>单只股票出现了自 19 年 11 月以来最大的 1 日净卖出额（-4.0 SDs），远远超过了宏观产品（指数和 ETF 合计）的净买入额。</li><li>11 个行业中有 8 个行业被净卖出，以美元计算，其中医疗保健、工业、消费光盘和公用事业领先，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买居家住宿（GSXUSTAY</b>) 与连续第二天卖出 (GSXUPAND)。</li></ul><ol><li>GSXUSTAY 的成分股再次集体净买入，并在多头买入的推动下出现了自 6 月 28 日以来最大的单日净买入。</li><li>GSXUPAND 成员连续第二天集体净卖出，多头买入超过空头回补的避险资金流动。也就是说，与我们周一看到的情况相比，该集团的净销售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件 (GSCBSF8X)</b>– 篮子成分股连续第二天集体净买入，并出现了年初至今最大的单日美元净买入，完全由多头买入推动。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG 中的风险规避 (GSTMTMEG</b>) – TMT 大盘股总体净卖出幅度不大，完全由多头卖出推动，尽管净流量因个别名称而异。该集团在过去 10 个交易日中有 9 个交易日（7/19 除外）集体净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>和视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金的业绩意味着什么？尽管面临重创，高盛指出，基本面 LS 经理连续第三天经历了正 alpha 和 MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨天（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面 LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%。</li><li>系统性LS-0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面 LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li><li>系统性LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面 LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆率已经下降MTD；虽然基本的LS总收入现在仅为一年的第19个百分位，但净资产仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively 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href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Thanks apple&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Thanks apple&nbsp;","text":"$Apple(AAPL)$Thanks apple","images":[{"img":"https://static.tigerbbs.com/dce01c5416f7f05cd44a1c5ff7925422","width":"1242","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121903529","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":129207574,"gmtCreate":1624372834498,"gmtModify":1634007078034,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087168977251800","idStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Facebook share lets go","listText":"Facebook share lets go","text":"Facebook share lets go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129207574","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165061324,"gmtCreate":1624081650568,"gmtModify":1634010900419,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087168977251800","idStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Huat ah tigers&nbsp;","listText":"Huat ah tigers&nbsp;","text":"Huat ah tigers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165061324","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":808129533,"gmtCreate":1627565898622,"gmtModify":1633763754121,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808129533","repostId":"2155290035","repostType":4,"isVote":1,"tweetType":1,"viewCount":3677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174717696,"gmtCreate":1627139112615,"gmtModify":1633767693653,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174717696","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":3525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805307713,"gmtCreate":1627859275132,"gmtModify":1633755980224,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Not bad","listText":"Not bad","text":"Not bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805307713","repostId":"1142892616","repostType":4,"isVote":1,"tweetType":1,"viewCount":3915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809601645,"gmtCreate":1627362329187,"gmtModify":1633765704477,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"So bad","listText":"So bad","text":"So bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809601645","repostId":"1103996297","repostType":4,"repost":{"id":"1103996297","kind":"news","pubTimestamp":1627357394,"share":"https://www.laohunote.com/m/news/1103996297?lang=zh_CN&edition=full","pubTime":"2021-07-27 11:43","market":"us","language":"en","title":"Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务支出疲软而下调美国经济增长预测</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103996297","media":"CNN","summary":"New York Goldman Sachs  slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.That's why rotation is necessary in how people spend their cash, said G","content":"<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN Business）高盛（GS）下调了对美国下半年经济活动的预测，指出消费者服务支出低迷以及 Covid-19 德尔塔变异毒株构成的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和经济复苏初期，美国人在商品上花费了大量资金：二手车价格飙升，家具和其他家居用品的价格也飙升，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多——到目前为止，在商品上的巨额支出决定了疫情的复苏，对于保持美国经济增长来说是不可持续的。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们花钱的方式需要轮换。但围绕德尔塔变异毒株的担忧正在降低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三和第四季度国内生产总值（衡量经济活动的最广泛指标）增长预测下调了一个百分点。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7 月至 9 月期间，这家华尔街银行预计年化增长率为 8.5%，但今年最后三个月降至 5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，趋向于恢复到1.5%至2%的年化增长率，这是大流行之前美国通常看到的。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。根据约翰·霍普金斯大学的数据，在48个州，过去一周的新增新冠肺炎病例率比前一周增加了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>变异感染病例的增加来得不合时宜：经济仍未恢复正常，感染病例的死灰复燃可能会阻止人们充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛经济学家认为，Delta 变种对经济的影响将有些有限：“对政府强制实施新限制的兴趣似乎很低；早期州级证据显示，到目前为止对消费者支出影响不大；沃克写道：“在英国和其他最早传播的国家，病毒情况似乎已经在改善。”</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>Goldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务支出疲软而下调美国经济增长预测</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\">\nGoldman Sachs slashes US economic growth forecast over weaker spending on services<blockquote>高盛因服务支出疲软而下调美国经济增长预测</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-27 11:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.</p><p><blockquote>纽约（CNN Business）高盛（GS）下调了对美国下半年经济活动的预测，指出消费者服务支出低迷以及 Covid-19 德尔塔变异毒株构成的威胁。</blockquote></p><p> During the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.</p><p><blockquote>在疫情和经济复苏初期，美国人在商品上花费了大量资金：二手车价格飙升，家具和其他家居用品的价格也飙升，以应对需求激增和材料短缺。</blockquote></p><p> But in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.</p><p><blockquote>但在正常情况下，消费者在音乐会或外出就餐等服务上的支出要多得多——到目前为止，在商品上的巨额支出决定了疫情的复苏，对于保持美国经济增长来说是不可持续的。</blockquote></p><p> That's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.</p><p><blockquote>高盛经济学家罗尼·沃克周一在给客户的一份报告中表示，这就是为什么人们花钱的方式需要轮换。但围绕德尔塔变异毒株的担忧正在降低服务支出。</blockquote></p><p> \"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.</p><p><blockquote>沃克写道：“支出仍然低迷的服务类别通常要么与高病毒风险有关，例如现场娱乐活动，要么与办公室工作有关，例如地面交通或干洗店。”</blockquote></p><p> In response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.</p><p><blockquote>作为回应，高盛将第三和第四季度国内生产总值（衡量经济活动的最广泛指标）增长预测下调了一个百分点。</blockquote></p><p> Between July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.</p><p><blockquote>7 月至 9 月期间，这家华尔街银行预计年化增长率为 8.5%，但今年最后三个月降至 5%。高盛预测全年GDP增长6.6%。</blockquote></p><p> From 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.</p><p><blockquote>从2022年开始，扩张步伐将进一步放缓，趋向于恢复到1.5%至2%的年化增长率，这是大流行之前美国通常看到的。</blockquote></p><p> Even though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.</p><p><blockquote>尽管大约一半的美国人完全接种了疫苗，但病例仍在上升。根据约翰·霍普金斯大学的数据，在48个州，过去一周的新增新冠肺炎病例率比前一周增加了至少10%。在其中34个州，新病例率增加了50%以上。</blockquote></p><p> The rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.</p><p><blockquote>变异感染病例的增加来得不合时宜：经济仍未恢复正常，感染病例的死灰复燃可能会阻止人们充分参与经济。</blockquote></p><p> \"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"</p><p><blockquote>沃克说：“虽然大多数消费者似乎对重返高接触服务感到满意，但有些人仍然犹豫不决。”“他们目前可能会保持谨慎，因为德尔塔变异毒株的蔓延使人们对新冠病毒的担忧持续存在，从而推迟了全面复苏。”</blockquote></p><p> At the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.</p><p><blockquote>与此同时，高盛经济学家认为，Delta 变种对经济的影响将有些有限：“对政府强制实施新限制的兴趣似乎很低；早期州级证据显示，到目前为止对消费者支出影响不大；沃克写道：“在英国和其他最早传播的国家，病毒情况似乎已经在改善。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html\">CNN</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","GS":"高盛"},"source_url":"https://edition.cnn.com/2021/07/26/economy/goldman-sachs-services-economy-delta/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103996297","content_text":"New York (CNN Business)Goldman Sachs (GS) slashed its forecast for US economic activity in the second half of the year, pointing to sluggish consumer spending on services as well as the threats posed by the Covid-19 Delta variant.\nDuring the pandemic and the start of the recovery, Americans spent big on goods: Used car prices soared, as did prices for furniture and other household items, in response to surging demand and shortages of materials.\nBut in normal times, consumers spend much more on services like concerts or dining out —and the big spending on goods that has defined the pandemic recovery so far isn't sustainable to keep the US economy growing.\nThat's why rotation is necessary in how people spend their cash, said Goldman Sachs economist Ronnie Walker on Monday in a note to clients. But fears around the Delta variant are keeping services spending down.\n\"The services categories where spending remains depressed are generally either associated with high virus risk, such as live entertainment events, or connected to office-based work, such as ground transportation or dry cleaners,\" Walker wrote.\nIn response, Goldman slashed its gross domestic product growth forecast, the widest measure of economic activity, by one percentage point in both the third and fourth quarters.\nBetween July and September, the Wall Street bank expected 8.5% annualized growth, before dropping to 5% in the last three months of the year. For the full year, Goldman predicts 6.6% GDP growth.\nFrom 2022 on, the pace of expansion will slow further, trending back toward the 1.5% to 2% annualized growth what the nation typically saw before the pandemic.\nEven though roughly half of Americans are fully vaccinated, cases are rising. In 48 states, the rate of new Covid-19 cases in the past week jumped by at least 10% compared to the previous week, according to data from Johns Hopkins University. In 34 of those states, the rate of new cases increased by more than 50%.\nThe rise of infections through the variant is coming at an inopportune time: The economy is still not back to normal, and the resurgence of infections could keep people from fully participating in the economy.\n\"While most consumers appear to be comfortable returning to high-contact services, some are still hesitant,\" said Walker. \"They are likely to remain cautious for now as the spread of the Delta variant keeps Covid fears alive, delaying a full recovery.\"\nAt the same time, Goldman's economists believe the Delta variant's impact on the economy will be somewhat limited: \"Appetite for new government-mandated restrictions appears low; early state-level evidence shows little impact on consumer spending so far; and the virus situation already appears to be improving in the United Kingdom and other countries where it spread earliest,\" Walker wrote.","news_type":1,"symbols_score_info":{".DJI":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":2741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174717476,"gmtCreate":1627139176895,"gmtModify":1633767693287,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174717476","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://www.laohunote.com/m/news/1124707956?lang=zh_CN&edition=full","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录过于自信。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗拉德 (John Flood) 周一敦促客户“不要逢低买入”时，他们就这么做了，周一高盛的主要经纪服务观察到，随着标准普尔跌至 4,220 点，对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后开始抛售反弹并<b>周二，GS Prime book 出现了自 6 月 17 日以来最大的单日净销售额</b>（-2.2 SDs 与过去一年的平均每日净流量相比）以及自 2019 年 11 月以来最大的单一名称净销售额，由多头和空头销售（1.6 比 1）推动，因为所有地区的净销售额均以美元计算领先北美和 DM 亚洲，并由多头和空头销售（2.5 比 1）推动。这种防御性定位在周一后的大部分反弹中持续存在。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime 对触底后走势的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>单只股票出现了自 19 年 11 月以来最大的 1 日净卖出额（-4.0 SDs），远远超过了宏观产品（指数和 ETF 合计）的净买入额。</li><li>11 个行业中有 8 个行业被净卖出，以美元计算，其中医疗保健、工业、消费光盘和公用事业领先，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买居家住宿（GSXUSTAY</b>) 与连续第二天卖出 (GSXUPAND)。</li></ul><ol><li>GSXUSTAY 的成分股再次集体净买入，并在多头买入的推动下出现了自 6 月 28 日以来最大的单日净买入。</li><li>GSXUPAND 成员连续第二天集体净卖出，多头买入超过空头回补的避险资金流动。也就是说，与我们周一看到的情况相比，该集团的净销售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件 (GSCBSF8X)</b>– 篮子成分股连续第二天集体净买入，并出现了年初至今最大的单日美元净买入，完全由多头买入推动。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG 中的风险规避 (GSTMTMEG</b>) – TMT 大盘股总体净卖出幅度不大，完全由多头卖出推动，尽管净流量因个别名称而异。该集团在过去 10 个交易日中有 9 个交易日（7/19 除外）集体净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>和视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金的业绩意味着什么？尽管面临重创，高盛指出，基本面 LS 经理连续第三天经历了正 alpha 和 MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨天（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面 LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%。</li><li>系统性LS-0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面 LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li><li>系统性LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面 LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆率已经下降MTD；虽然基本的LS总收入现在仅为一年的第19个百分位，但净资产仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</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\">\nHedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-23 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录过于自信。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗拉德 (John Flood) 周一敦促客户“不要逢低买入”时，他们就这么做了，周一高盛的主要经纪服务观察到，随着标准普尔跌至 4,220 点，对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后开始抛售反弹并<b>周二，GS Prime book 出现了自 6 月 17 日以来最大的单日净销售额</b>（-2.2 SDs 与过去一年的平均每日净流量相比）以及自 2019 年 11 月以来最大的单一名称净销售额，由多头和空头销售（1.6 比 1）推动，因为所有地区的净销售额均以美元计算领先北美和 DM 亚洲，并由多头和空头销售（2.5 比 1）推动。这种防御性定位在周一后的大部分反弹中持续存在。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime 对触底后走势的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>单只股票出现了自 19 年 11 月以来最大的 1 日净卖出额（-4.0 SDs），远远超过了宏观产品（指数和 ETF 合计）的净买入额。</li><li>11 个行业中有 8 个行业被净卖出，以美元计算，其中医疗保健、工业、消费光盘和公用事业领先，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买居家住宿（GSXUSTAY</b>) 与连续第二天卖出 (GSXUPAND)。</li></ul><ol><li>GSXUSTAY 的成分股再次集体净买入，并在多头买入的推动下出现了自 6 月 28 日以来最大的单日净买入。</li><li>GSXUPAND 成员连续第二天集体净卖出，多头买入超过空头回补的避险资金流动。也就是说，与我们周一看到的情况相比，该集团的净销售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件 (GSCBSF8X)</b>– 篮子成分股连续第二天集体净买入，并出现了年初至今最大的单日美元净买入，完全由多头买入推动。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG 中的风险规避 (GSTMTMEG</b>) – TMT 大盘股总体净卖出幅度不大，完全由多头卖出推动，尽管净流量因个别名称而异。该集团在过去 10 个交易日中有 9 个交易日（7/19 除外）集体净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>和视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金的业绩意味着什么？尽管面临重创，高盛指出，基本面 LS 经理连续第三天经历了正 alpha 和 MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨天（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面 LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%。</li><li>系统性LS-0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面 LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li><li>系统性LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面 LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆率已经下降MTD；虽然基本的LS总收入现在仅为一年的第19个百分位，但净资产仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808128340,"gmtCreate":1627565983180,"gmtModify":1633763751824,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Bigr","listText":"Bigr","text":"Bigr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808128340","repostId":"1143651896","repostType":4,"isVote":1,"tweetType":1,"viewCount":3722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800497700,"gmtCreate":1627311122100,"gmtModify":1633766230351,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Good job","listText":"Good job","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800497700","repostId":"1154417831","repostType":4,"isVote":1,"tweetType":1,"viewCount":4195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126876310,"gmtCreate":1624553909730,"gmtModify":1634004403835,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"So good","listText":"So good","text":"So good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126876310","repostId":"1198422658","repostType":4,"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121903529,"gmtCreate":1624447118261,"gmtModify":1634006040340,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Thanks apple&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Thanks apple&nbsp;","text":"$Apple(AAPL)$Thanks apple","images":[{"img":"https://static.tigerbbs.com/dce01c5416f7f05cd44a1c5ff7925422","width":"1242","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121903529","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808124669,"gmtCreate":1627566125051,"gmtModify":1633763748982,"author":{"id":"4087168977251800","authorId":"4087168977251800","name":"Junjunbiceps","avatar":"https://static.tigerbbs.com/e18171325e7ad23ea482573ac7ff86b3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087168977251800","authorIdStr":"4087168977251800"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808124669","repostId":"2155901652","repostType":4,"isVote":1,"tweetType":1,"viewCount":3711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}