triu的个人主页 - 老虎社区

triu

暂无个人介绍

IP属地：未知

181关注

5粉丝

0主题

0勋章

2021-10-20

Like

Why some say the worst of the supply chain woes are near an end<blockquote>为什么有人说最严重的供应链困境即将结束</blockquote>

2021-10-02

Like

抱歉，原内容已删除

2021-10-01

Like

华尔街三巨头：警惕未来这三个重大风险！<blockquote>华尔街三巨头：警惕未来这三个重大风险!</blockquote>

2021-10-01

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-10-01

Like

抱歉，原内容已删除

2021-09-30

Likd

抱歉，原内容已删除

2021-09-28

Like

Despite Record Cargo Backlogs, Ports Of L.A. And Long Beach Still Don't Operate Around The Clock<blockquote>尽管货物积压创历史新高，洛杉矶和长滩的港口仍然无法全天候运营</blockquote>

2021-09-26

Like

Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金会爆炸；当市场意识到这一点时，美元将会崩溃</blockquote>

2021-09-23

Like

Stock Futures Point to Extended Rally, as Evergrande Payment Looms<blockquote>恒大付款迫在眉睫，股票期货指向延长反弹</blockquote>

2021-09-23

Like

抱歉，原内容已删除

2021-09-22

Like

抱歉，原内容已删除

2021-09-21

Like

Why the Stock Market Tanked Monday—and What to Do About It<blockquote>为什么周一股市暴跌——以及该怎么做</blockquote>

2021-09-21

Like

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

2021-09-18

Like

抱歉，原内容已删除

2021-09-17

Like

抱歉，原内容已删除

2021-09-16

Like

Ray Dalio: Cash Is Trash, But Don't Over do It on Stocks<blockquote>雷·达里奥：现金是垃圾，但不要过度投资股票</blockquote>

2021-09-15

Like

Democrats' tax plan would cut bills for most Americans -congressional estimate<blockquote>国会估计，民主党的税收计划将削减大多数美国人的账单</blockquote>

2021-09-14

//@stormlee: Pls like thks

抱歉，原内容已删除

2021-09-14

Like

U.S. consumers' inflation expectations highest since 2013, NY Fed says<blockquote>纽约联储表示，美国消费者通胀预期为 2013 年以来最高</blockquote>

2021-09-12

Like

US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4087691982117120","uuid":"4087691982117120","gmtCreate":1625015223561,"gmtModify":1625015223561,"name":"triu","pinyin":"triu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":181,"tweetSize":84,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.24","exceedPercentage":"60.62%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.30%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":859253294,"gmtCreate":1634702823359,"gmtModify":1634702990183,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859253294","repostId":"1126698054","repostType":2,"repost":{"id":"1126698054","kind":"news","pubTimestamp":1634698575,"share":"https://www.laohunote.com/m/news/1126698054?lang=zh_CN&edition=full","pubTime":"2021-10-20 10:56","market":"us","language":"en","title":"Why some say the worst of the supply chain woes are near an end<blockquote>为什么有人说最严重的供应链困境即将结束</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126698054","media":"CNN Business","summary":"New York (CNN Business) - Forget about The Grinch: It looks likesupply chain disruptionsmay steal Ch","content":"<p><div> New York (CNN Business) - Forget about The Grinch: It looks likesupply chain disruptionsmay steal Christmas this year. But will these problems be resolved by early 2022? Several retailers, ...</p><p><blockquote><div>纽约（CNN Business）——忘记格林奇吧：看起来供应链中断可能会偷走今年的圣诞节。但是这些问题会在2022年初得到解决吗？几家零售商，...</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html\">网页连接</a></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>Why some say the worst of the supply chain woes are near an end<blockquote>为什么有人说最严重的供应链困境即将结束</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy some say the worst of the supply chain woes are near an end<blockquote>为什么有人说最严重的供应链困境即将结束</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-10-20 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> New York (CNN Business) - Forget about The Grinch: It looks likesupply chain disruptionsmay steal Christmas this year. But will these problems be resolved by early 2022? Several retailers, ...</p><p><blockquote><div>纽约（CNN Business）——忘记格林奇吧：看起来供应链中断可能会偷走今年的圣诞节。但是这些问题会在2022年初得到解决吗？几家零售商，...</div></blockquote></p><p>  <a href=\"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html\">CNN Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126698054","content_text":"New York (CNN Business) - Forget about The Grinch: It looks likesupply chain disruptionsmay steal Christmas this year. But will these problems be resolved by early 2022?\nSeveral retailers, manufacturers and economists have all warned that global supply chain constraints will lead to not only fewer discounts during the holidays but also result in a potential dearth of products on store shelves.\nStill, some executives and market experts think the worst may be over in just a few months.\nJPMorgan Chase(JPM) CEO Jamie Dimon said during an earnings call with reporters last week that supply chain woes will be a distant memory by this time next year.\n\"There's a very good chance that a year from now that we won't be talking about supply chains at all,\" Dimon said.\nOthers note that major companies and transportation operators are also taking steps to alleviate the problems.\nJack Janasiewicz, a portfolio strategist at Natixis Investment Managers, pointed out in an email that giant companies such as Toyota(TM),Samsung(SSNLF) and Intel(INTC) are planning to ramp up output during the final few months of the year, in part due to increased availability of key components.\nMajor ports such as Long Beach and Los Angeles are also now looking to keep their operations open 24/7 to deal with supply chain bottlenecks.\n\"Congestion issues may be past peak, with the potential for greater fluidity and volume on the horizon,\" Citi analyst Christian Wetherbee said in a report last week. \"This is evident in early signs of decongestion at ports in the US and Asia.\"\nMeanwhile executives from Walmart(WMT),Target(TGT),FedEx(FDX) and UPS(UPS) met with President Joe Biden to try to find solutions for the problems impacting retailers and shippers.\n\"The global supply chain has been stretched remarkably thin,\" analysts at Jefferies said in a recent report. But they added that \"we may be already witnessing the worst of it,\" and the \"impact is likely to ease\" by the first half of 2022.\nProblems may persist longer than some companies expect\nBut it's possible some companies and strategists are being too optimistic.\nProfits could take a hit due to shipping delays. There are also legitimate worries that the problems will lead to higher prices for the foreseeable future — and that some consumers may delay purchases of non-essential items as a result.\nWhat's more, the issue isn't just about shipping overseas goods to the United States.Domestic truckers may not have enough capacity to handle all the products that need to go from ports to warehouses and stores.\nFor example, European dairy and plant-based food conglomerate Danone(DANOY) warned of higher prices ahead in a sales call with analysts Tuesday. The main culprit: trucking-related issues.\n\"Part of the inflation we are seeing in the [second half] of this year is because of the transportation tensions. Let's be extremely clear because we see spot rates for trucks in the US at a record level,\" said Juergen Esser, Danone's chief financial, technology and data officer.\nWith that in mind, Esser said Danone could face higher transportation costs of about 7% to 9%. That will either wind up hurting investors with lower margins, or hurting consumers, who may find themselves paying more for yogurt at the supermarket.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864737959,"gmtCreate":1633147350126,"gmtModify":1633147350327,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864737959","repostId":"1140422142","repostType":2,"isVote":1,"tweetType":1,"viewCount":4402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864172780,"gmtCreate":1633080559372,"gmtModify":1633080626513,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864172780","repostId":"2171895854","repostType":2,"repost":{"id":"2171895854","kind":"highlight","pubTimestamp":1633001951,"share":"https://www.laohunote.com/m/news/2171895854?lang=zh_CN&edition=full","pubTime":"2021-09-30 19:39","market":"us","language":"en","title":"华尔街三巨头：警惕未来这三个重大风险！<blockquote>华尔街三巨头：警惕未来这三个重大风险!</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2171895854","media":"智通财经网","summary":"如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么?对此，ARK投资管理公司凯","content":"<p>如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么?对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。</p><p><blockquote>如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么？对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。</blockquote></p><p> <b>凯茜·伍德：通货紧缩浪潮</b></p><p><blockquote><b>凯茜·伍德：货币紧缩浪潮</b></blockquote></p><p> 目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。</p><p><blockquote>目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。</blockquote></p><p> 不过，伍德认为，有三股主要的通缩力量正在酝酿之中。</p><p><blockquote>不过，伍德认为，有三股主要的通缩力量正在酝酿之中。</blockquote></p><p> “在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与通货紧缩相关。”</p><p><blockquote>“在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与通货紧缩相关。”</blockquote></p><p> 例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。</p><p><blockquote>例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。</blockquote></p><p> 还有DNA测序的成本。为了给第一个完整的人类基因组排序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。</p><p><blockquote>还有DNA测序的成本。为了给第一个完整的人类基因组排序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。</blockquote></p><p> 这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。</p><p><blockquote>这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。</blockquote></p><p> 然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量翻番时，电动汽车的成本就会下降大约15%，而目前，市场现在正处于电动汽车在销量方面的初期阶段。</p><p><blockquote>然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量翻番时，电动汽车的成本就会下降大约15%，而目前，市场现在正处于电动汽车在销量方面的初期阶段。</blockquote></p><p> 另一个是工业机器人。机器人的数量每增加一倍，这方面的成本就会下降20%以上。</p><p><blockquote>另一个是工业机器人。机器人的数量每增加一倍，这方面的成本就会下降20%以上。</blockquote></p><p> 不过，伍德称，这是属于好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。</p><p><blockquote>不过，伍德称，这是属于很好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。</blockquote></p><p> 但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因一些大型企业短视而造成的，利润没有用于投资未来，而是用来发放股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极为不利的，相关公司也可能被未来的颠覆式创新力量淘汰。</p><p><blockquote>但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因一些大型企业短视而造成的，利润没有用于投资未来，而是用来发放股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极为不利的，相关公司也可能被未来颠覆式创新力量淘汰。</blockquote></p><p> 另外，伍德还在周期性市场中看到了一些有趣的信号。</p><p><blockquote>另外，伍德还在周期性市场中看到了一些有趣的信号。</blockquote></p><p> 由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。</p><p><blockquote>由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。</blockquote></p><p> 目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感到他们的购买力正在下降，这是经济放缓的一个原因。</p><p><blockquote>目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感到他们的购买力正在下降，这是经济放缓的一个原因。</blockquote></p><p> 但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。</p><p><blockquote>但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。</blockquote></p><p> 因此，企业措手不及。由于供应未能满足需求，第二季度的库存清算接近破纪录水平，为了赶上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其他价格可能会大幅下跌。”</p><p><blockquote>因此，企业措手不及。由于供应未能满足需求，第二季度的库存清算接近破纪录水平，为了赶上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其它价格可能会大幅下跌。”</blockquote></p><p> <b>Mohamed El-Erian：不平等的世界</b></p><p><blockquote><b>Mohamed El-Erian：不平等的世界</b></blockquote></p><p> Mohamed El-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各种方面发挥的作用。”</p><p><blockquote>MohamedEl-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各种方面发挥的作用。”</blockquote></p><p> 一个高度不平等的社会不是一个经济健康的社会，其中，Mohamed El-Erian更担心的是机会的不平等。</p><p><blockquote>一个高度不平等的社会不是一个经济健康的社会，其中，MohamedEl-Erian更担心的是机会的不平等。</blockquote></p><p> 首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将令富人更富有，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。</p><p><blockquote>首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将使富人更富有，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。</blockquote></p><p> 此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。</p><p><blockquote>此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。</blockquote></p><p> Mohamed El-Erian表示：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增量收入和财富都流向了富人，那么就会出现需求问题，也就是说会出现经济增长问题。”</p><p><blockquote>Mohamed El-Erian表示：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增量收入和财富都流向了富人，那么就会出现需求问题，也就是说会出现经济增长问题。”</blockquote></p><p> 最后，Mohamed El-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。</p><p><blockquote>最后，MohamedEl-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。</blockquote></p><p> <b>Scott Minerd：逍遥法外的黑客</b></p><p><blockquote><b>Scott Minerd：逍遥法外的黑客</b></blockquote></p><p> Scott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。</p><p><blockquote>Scott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。</blockquote></p><p> Scott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。</p><p><blockquote>Scott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。</blockquote></p><p> 他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩溃。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。</p><p><blockquote>他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩溃。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。</blockquote></p><p> 然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”</p><p><blockquote>然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”</blockquote></p><p> “我认为[发生这种事]的可能性很高，甚至超过50%。我曾经被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”</p><p><blockquote>“我认为[发生这种事]的可能性很高，甚至超过50%。我曾经被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”</blockquote></p><p> “在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释:他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”</p><p><blockquote>“在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释：他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”</blockquote></p><p> Scott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内强化现有的系统，以及在长期内使其现代化。</p><p><blockquote>Scott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内强化现有的系统，以及在长期内使其现代化。</blockquote></p><p> “这需要新一代的技术，而在短期内，中央银行，交易所等需要仔细检查他们的系统，不仅仅是他们的系统，还需要仔细检查系统的互联性以及连接的安全性。”</p><p><blockquote>“这需要新一代的技术，而在短期内，中央银行，交易所等需要仔细检查他们的系统，不仅仅是他们的系统，我们需要仔细检查系统的互联性以及连接的安全性。”</blockquote></p><p> 最后，Scott Minerd称，美国政府将在(创建一个新体系)中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。</p><p><blockquote>最后，Scott Minerd称，美国政府将在（创建一个新体系）中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。</blockquote></p><p></p>","source":"highlight_zhitongcaijin","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>华尔街三巨头：警惕未来这三个重大风险！<blockquote>华尔街三巨头：警惕未来这三个重大风险!</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\">\n华尔街三巨头：警惕未来这三个重大风险！<blockquote>华尔街三巨头：警惕未来这三个重大风险!</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2021-09-30 19:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么?对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。</p><p><blockquote>如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么？对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。</blockquote></p><p> <b>凯茜·伍德：通货紧缩浪潮</b></p><p><blockquote><b>凯茜·伍德：货币紧缩浪潮</b></blockquote></p><p> 目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。</p><p><blockquote>目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。</blockquote></p><p> 不过，伍德认为，有三股主要的通缩力量正在酝酿之中。</p><p><blockquote>不过，伍德认为，有三股主要的通缩力量正在酝酿之中。</blockquote></p><p> “在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与通货紧缩相关。”</p><p><blockquote>“在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与通货紧缩相关。”</blockquote></p><p> 例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。</p><p><blockquote>例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。</blockquote></p><p> 还有DNA测序的成本。为了给第一个完整的人类基因组排序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。</p><p><blockquote>还有DNA测序的成本。为了给第一个完整的人类基因组排序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。</blockquote></p><p> 这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。</p><p><blockquote>这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。</blockquote></p><p> 然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量翻番时，电动汽车的成本就会下降大约15%，而目前，市场现在正处于电动汽车在销量方面的初期阶段。</p><p><blockquote>然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量翻番时，电动汽车的成本就会下降大约15%，而目前，市场现在正处于电动汽车在销量方面的初期阶段。</blockquote></p><p> 另一个是工业机器人。机器人的数量每增加一倍，这方面的成本就会下降20%以上。</p><p><blockquote>另一个是工业机器人。机器人的数量每增加一倍，这方面的成本就会下降20%以上。</blockquote></p><p> 不过，伍德称，这是属于好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。</p><p><blockquote>不过，伍德称，这是属于很好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。</blockquote></p><p> 但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因一些大型企业短视而造成的，利润没有用于投资未来，而是用来发放股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极为不利的，相关公司也可能被未来的颠覆式创新力量淘汰。</p><p><blockquote>但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因一些大型企业短视而造成的，利润没有用于投资未来，而是用来发放股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极为不利的，相关公司也可能被未来颠覆式创新力量淘汰。</blockquote></p><p> 另外，伍德还在周期性市场中看到了一些有趣的信号。</p><p><blockquote>另外，伍德还在周期性市场中看到了一些有趣的信号。</blockquote></p><p> 由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。</p><p><blockquote>由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。</blockquote></p><p> 目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感到他们的购买力正在下降，这是经济放缓的一个原因。</p><p><blockquote>目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感到他们的购买力正在下降，这是经济放缓的一个原因。</blockquote></p><p> 但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。</p><p><blockquote>但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。</blockquote></p><p> 因此，企业措手不及。由于供应未能满足需求，第二季度的库存清算接近破纪录水平，为了赶上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其他价格可能会大幅下跌。”</p><p><blockquote>因此，企业措手不及。由于供应未能满足需求，第二季度的库存清算接近破纪录水平，为了赶上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其它价格可能会大幅下跌。”</blockquote></p><p> <b>Mohamed El-Erian：不平等的世界</b></p><p><blockquote><b>Mohamed El-Erian：不平等的世界</b></blockquote></p><p> Mohamed El-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各种方面发挥的作用。”</p><p><blockquote>MohamedEl-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各种方面发挥的作用。”</blockquote></p><p> 一个高度不平等的社会不是一个经济健康的社会，其中，Mohamed El-Erian更担心的是机会的不平等。</p><p><blockquote>一个高度不平等的社会不是一个经济健康的社会，其中，MohamedEl-Erian更担心的是机会的不平等。</blockquote></p><p> 首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将令富人更富有，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。</p><p><blockquote>首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将使富人更富有，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。</blockquote></p><p> 此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。</p><p><blockquote>此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。</blockquote></p><p> Mohamed El-Erian表示：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增量收入和财富都流向了富人，那么就会出现需求问题，也就是说会出现经济增长问题。”</p><p><blockquote>Mohamed El-Erian表示：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增量收入和财富都流向了富人，那么就会出现需求问题，也就是说会出现经济增长问题。”</blockquote></p><p> 最后，Mohamed El-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。</p><p><blockquote>最后，MohamedEl-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。</blockquote></p><p> <b>Scott Minerd：逍遥法外的黑客</b></p><p><blockquote><b>Scott Minerd：逍遥法外的黑客</b></blockquote></p><p> Scott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。</p><p><blockquote>Scott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。</blockquote></p><p> Scott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。</p><p><blockquote>Scott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。</blockquote></p><p> 他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩溃。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。</p><p><blockquote>他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩溃。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。</blockquote></p><p> 然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”</p><p><blockquote>然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”</blockquote></p><p> “我认为[发生这种事]的可能性很高，甚至超过50%。我曾经被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”</p><p><blockquote>“我认为[发生这种事]的可能性很高，甚至超过50%。我曾经被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”</blockquote></p><p> “在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释:他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”</p><p><blockquote>“在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释：他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”</blockquote></p><p> Scott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内强化现有的系统，以及在长期内使其现代化。</p><p><blockquote>Scott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内强化现有的系统，以及在长期内使其现代化。</blockquote></p><p> “这需要新一代的技术，而在短期内，中央银行，交易所等需要仔细检查他们的系统，不仅仅是他们的系统，还需要仔细检查系统的互联性以及连接的安全性。”</p><p><blockquote>“这需要新一代的技术，而在短期内，中央银行，交易所等需要仔细检查他们的系统，不仅仅是他们的系统，我们需要仔细检查系统的互联性以及连接的安全性。”</blockquote></p><p> 最后，Scott Minerd称，美国政府将在(创建一个新体系)中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。</p><p><blockquote>最后，Scott Minerd称，美国政府将在（创建一个新体系）中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.zhitongcaijing.com/content/detail/569252.html\">智通财经网</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":"https://static.tigerbbs.com/78040bab474704becb26ec81f126aab7","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/569252.html","is_english":true,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2171895854","content_text":"如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么?对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。\n凯茜·伍德：通货紧缩浪潮\n目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。\n不过，伍德认为，有三股主要的通缩力量正在酝酿之中。\n“在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与通货紧缩相关。”\n例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。\n还有DNA测序的成本。为了给第一个完整的人类基因组排序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。\n这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。\n然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量翻番时，电动汽车的成本就会下降大约15%，而目前，市场现在正处于电动汽车在销量方面的初期阶段。\n另一个是工业机器人。机器人的数量每增加一倍，这方面的成本就会下降20%以上。\n不过，伍德称，这是属于好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。\n但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因一些大型企业短视而造成的，利润没有用于投资未来，而是用来发放股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极为不利的，相关公司也可能被未来的颠覆式创新力量淘汰。\n另外，伍德还在周期性市场中看到了一些有趣的信号。\n由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。\n目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感到他们的购买力正在下降，这是经济放缓的一个原因。\n但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。\n因此，企业措手不及。由于供应未能满足需求，第二季度的库存清算接近破纪录水平，为了赶上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其他价格可能会大幅下跌。”\nMohamed El-Erian：不平等的世界\nMohamed El-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各种方面发挥的作用。”\n一个高度不平等的社会不是一个经济健康的社会，其中，Mohamed El-Erian更担心的是机会的不平等。\n首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将令富人更富有，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。\n此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。\nMohamed El-Erian表示：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增量收入和财富都流向了富人，那么就会出现需求问题，也就是说会出现经济增长问题。”\n最后，Mohamed El-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。\nScott Minerd：逍遥法外的黑客\nScott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。\nScott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。\n他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩溃。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。\n然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”\n“我认为[发生这种事]的可能性很高，甚至超过50%。我曾经被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”\n“在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释:他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”\nScott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内强化现有的系统，以及在长期内使其现代化。\n“这需要新一代的技术，而在短期内，中央银行，交易所等需要仔细检查他们的系统，不仅仅是他们的系统，还需要仔细检查系统的互联性以及连接的安全性。”\n最后，Scott Minerd称，美国政府将在(创建一个新体系)中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864172257,"gmtCreate":1633080543944,"gmtModify":1633080625454,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864172257","repostId":"1194635458","repostType":2,"isVote":1,"tweetType":1,"viewCount":4099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864172807,"gmtCreate":1633080536913,"gmtModify":1633080624683,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864172807","repostId":"1194635458","repostType":2,"isVote":1,"tweetType":1,"viewCount":3283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865253784,"gmtCreate":1632990904581,"gmtModify":1632990904740,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Likd","listText":"Likd","text":"Likd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865253784","repostId":"1189381801","repostType":2,"isVote":1,"tweetType":1,"viewCount":4789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866426619,"gmtCreate":1632798387931,"gmtModify":1632798387931,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866426619","repostId":"1154590665","repostType":2,"repost":{"id":"1154590665","kind":"news","pubTimestamp":1632790801,"share":"https://www.laohunote.com/m/news/1154590665?lang=zh_CN&edition=full","pubTime":"2021-09-28 09:00","market":"us","language":"en","title":"Despite Record Cargo Backlogs, Ports Of L.A. And Long Beach Still Don't Operate Around The Clock<blockquote>尽管货物积压创历史新高，洛杉矶和长滩的港口仍然无法全天候运营</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154590665","media":"zerohedge","summary":"Some of the busiest U.S. ports, including many in California, are still struggling with how to deal ","content":"<p>Some of the busiest U.S. ports, including many in California, are still struggling with how to deal with significant cargo backlogs.</p><p><blockquote>美国一些最繁忙的港口，包括加利福尼亚州的许多港口，仍在努力应对大量积压的货物。</blockquote></p><p> Yet, despite the backlog, the busiest U.S. port still shuts down for hours on most days and is closed on Sundays,the Wall Street Journal reports. \"Tens of thousands\" of containers remain stuck at the ports of Los Angeles and Long Beach. More than 60 ships are lined up to dock, the report says.</p><p><blockquote>然而，据《华尔街日报》报道，尽管积压，美国最繁忙的港口在大多数日子里仍然关闭数小时，周日也关闭。“数以万计”的集装箱仍然滞留在洛杉矶和长滩的港口。报告称，有 60 多艘船只排队停靠。</blockquote></p><p> More than 25% of all American imports pass through one of the two ports. LA and Long Beach collectively manage 13 private container terminals. Long Beach officials finally said last week they would try operating 24 hours a day between Monday and Thursday. LA says it's going to keep existing hours and wait for the rest of the supply chain to extend their hours first.</p><p><blockquote>超过25%的美国进口商品通过这两个港口之一。洛杉矶和长滩共同管理着13个私人集装箱码头。长滩官员上周终于表示，他们将尝试在周一至周四之间每天 24 小时运营。洛杉矶表示将保留现有的工作时间，并等待供应链的其他部分首先延长工作时间。</blockquote></p><p> Gene Seroka, executive director of the larger Port of Los Angeles, said: “It has been nearly impossible to get everyone on the same page towards 24/7 operations.”</p><p><blockquote>洛杉矶大港执行董事吉恩-塞罗卡（Gene Seroka）说： “几乎不可能让每个人都对 24/7 运营达成一致”。</blockquote></p><p> Ports in places like Asia and Europe, for contrast, have operated around the clock \"for years\", the report notes.</p><p><blockquote>报告指出，相比之下，亚洲和欧洲等地的港口“多年来”一直全天候运营。</blockquote></p><p> Uffe Ostergaard, president of the North America region for German boxship operator Hapag-Lloyd AG said: “With the current work schedule you have two big ports operating at 60%-70% of their capacity. That’s a huge operational disadvantage.”</p><p><blockquote>德国集装箱船运营商赫伯罗特股份公司（Hapag-Lloyd AG）北美地区总裁乌菲-奥斯特加德（Uffe Ostergaard）说： “按照目前的工作计划，两个大型港口的运营能力只有 60%-70%。这是一个巨大的运营劣势”。</blockquote></p><p> As the shortage continues, all members of the supply chain including truckers, warehouse operators and railways, are blaming each other for the shortages of products. All parts of the supply chain are also struggling with a shortage of labor.</p><p><blockquote>随着短缺的持续，包括卡车司机、仓库运营商和铁路在内的供应链所有成员都在互相指责产品短缺。供应链的各个环节也在与劳动力短缺作斗争。</blockquote></p><p> A longshore shift at either of the two ports used to be either 8AM to 4PM or 6PM to 3AM. Overnight shifts of 5 hours were \"rarely used\" because they are up to 50% more expensive, the report says.</p><p><blockquote>这两个港口中的任何一个的码头班次过去都是上午8点到下午4点或下午6点到凌晨3点。报告称，5 小时的夜班“很少使用”，因为它们的成本高达 50%。</blockquote></p><p> The International Longshore and Warehouse Union says their members will work a third shift, but only after the pileup of containers is fetched out of the port so there is space.</p><p><blockquote>国际码头和仓库联盟表示，他们的成员将上第三班，但前提是堆积的集装箱被运出港口，以便有空间。</blockquote></p><p> Frank Ponce De Leon, a coast committeeman at the ILWU, said: “Congestion won’t be fixed until everyone steps up and does their part. The terminal operators have been underutilizing their option to hire us for the third shift.</p><p><blockquote>ILWU 海岸委员会成员弗兰克-庞塞-德莱昂（Frank Ponce De Leon）说： “除非每个人都站出来尽自己的一份力，否则拥堵问题不会得到解决。码头运营商没有充分利用他们雇佣我们上第三班的选择权。</blockquote></p><p> Meanwhile, elsewhere in the supply chian, Federal safety regulations prevent commercial truck drivers to 11 hours of driving in a 14 hour workday. Port truckers like to start early in the morning so they can maximize the number of loads they can transport in a day.</p><p><blockquote>与此同时，在供应链的其他地方，联邦安全法规禁止商业卡车司机在14小时的工作日中驾驶11小时。港口卡车司机喜欢一大早出发，这样他们就可以最大限度地增加一天内可以运输的货物数量。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65d90e5ff24743575095fb2c886f30b9\" tg-width=\"293\" tg-height=\"469\" width=\"100%\" height=\"auto\">Tom Boyle, chief executive of Quik Pick Express LLC, a trucking and warehousing provider, told the Journal: “The biggest issue it probably comes down to is labor.”</p><p><blockquote>卡车运输和仓储提供商 Quik Pick Express LLC 的首席执行官汤姆-博伊尔（Tom Boyle）告诉《华尔街日报》： “最大的问题可能是劳动力”。</blockquote></p><p> Rail operator Union Pacific says it sees most delays when it picks up cargo from ports and hands it to trucks at destinations.</p><p><blockquote>铁路运营商联合太平洋公司表示，当它从港口提取货物并将其交给目的地的卡车时，延误最多。</blockquote></p><p> Wim Lagaay, chief executive of APM Terminals North America, who operates at the port of LA, said: “If you work a gate 24/7 it will improve your velocity. Up to 30% of overall truck appointments are not met because there are not enough trucks, drivers or chassis.”</p><p><blockquote>在洛杉矶港运营的 APM Terminals North America 公司首席执行官 Wim Lagaay 说： “如果你能 24/7 全天候运行闸机，就能提高你的速度。由于卡车、司机或底盘不足，多达 30% 的卡车预约无法完成”。</blockquote></p><p> Matt Schrap, chief executive of the Harbor Trucking Association, added: “There is too much congestion from empty containers on terminals. The shipping lines aren’t moving the boxes out, which is preventing us from returning empties that we are storing in our yards.\"</p><p><blockquote>港口卡车运输协会（Harbor Trucking Association）首席执行官马特-施拉普（Matt Schrap）补充说： “码头上的空集装箱造成了太多拥堵。航运公司没有把箱子搬出去，这阻碍了我们归还存放在堆场的空集装箱”。</blockquote></p><p> Mario Cordero, executive director at the Port of Long Beach concluded: “It’s impossible to effectively move such volumes if we don’t move to 24/7 operations across the supply chain. They do it in other parts of the world.”</p><p><blockquote>长滩港执行董事马里奥-科尔德罗（Mario Cordero）总结道： “如果我们不转向整个供应链的 24/7 运营，就不可能有效地转移如此多的货运量。他们在世界其他地区就是这样做的”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Despite Record Cargo Backlogs, Ports Of L.A. And Long Beach Still Don't Operate Around The Clock<blockquote>尽管货物积压创历史新高，洛杉矶和长滩的港口仍然无法全天候运营</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\">\nDespite Record Cargo Backlogs, Ports Of L.A. And Long Beach Still Don't Operate Around The Clock<blockquote>尽管货物积压创历史新高，洛杉矶和长滩的港口仍然无法全天候运营</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-28 09:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Some of the busiest U.S. ports, including many in California, are still struggling with how to deal with significant cargo backlogs.</p><p><blockquote>美国一些最繁忙的港口，包括加利福尼亚州的许多港口，仍在努力应对大量积压的货物。</blockquote></p><p> Yet, despite the backlog, the busiest U.S. port still shuts down for hours on most days and is closed on Sundays,the Wall Street Journal reports. \"Tens of thousands\" of containers remain stuck at the ports of Los Angeles and Long Beach. More than 60 ships are lined up to dock, the report says.</p><p><blockquote>然而，据《华尔街日报》报道，尽管积压，美国最繁忙的港口在大多数日子里仍然关闭数小时，周日也关闭。“数以万计”的集装箱仍然滞留在洛杉矶和长滩的港口。报告称，有 60 多艘船只排队停靠。</blockquote></p><p> More than 25% of all American imports pass through one of the two ports. LA and Long Beach collectively manage 13 private container terminals. Long Beach officials finally said last week they would try operating 24 hours a day between Monday and Thursday. LA says it's going to keep existing hours and wait for the rest of the supply chain to extend their hours first.</p><p><blockquote>超过25%的美国进口商品通过这两个港口之一。洛杉矶和长滩共同管理着13个私人集装箱码头。长滩官员上周终于表示，他们将尝试在周一至周四之间每天 24 小时运营。洛杉矶表示将保留现有的工作时间，并等待供应链的其他部分首先延长工作时间。</blockquote></p><p> Gene Seroka, executive director of the larger Port of Los Angeles, said: “It has been nearly impossible to get everyone on the same page towards 24/7 operations.”</p><p><blockquote>洛杉矶大港执行董事吉恩-塞罗卡（Gene Seroka）说： “几乎不可能让每个人都对 24/7 运营达成一致”。</blockquote></p><p> Ports in places like Asia and Europe, for contrast, have operated around the clock \"for years\", the report notes.</p><p><blockquote>报告指出，相比之下，亚洲和欧洲等地的港口“多年来”一直全天候运营。</blockquote></p><p> Uffe Ostergaard, president of the North America region for German boxship operator Hapag-Lloyd AG said: “With the current work schedule you have two big ports operating at 60%-70% of their capacity. That’s a huge operational disadvantage.”</p><p><blockquote>德国集装箱船运营商赫伯罗特股份公司（Hapag-Lloyd AG）北美地区总裁乌菲-奥斯特加德（Uffe Ostergaard）说： “按照目前的工作计划，两个大型港口的运营能力只有 60%-70%。这是一个巨大的运营劣势”。</blockquote></p><p> As the shortage continues, all members of the supply chain including truckers, warehouse operators and railways, are blaming each other for the shortages of products. All parts of the supply chain are also struggling with a shortage of labor.</p><p><blockquote>随着短缺的持续，包括卡车司机、仓库运营商和铁路在内的供应链所有成员都在互相指责产品短缺。供应链的各个环节也在与劳动力短缺作斗争。</blockquote></p><p> A longshore shift at either of the two ports used to be either 8AM to 4PM or 6PM to 3AM. Overnight shifts of 5 hours were \"rarely used\" because they are up to 50% more expensive, the report says.</p><p><blockquote>这两个港口中的任何一个的码头班次过去都是上午8点到下午4点或下午6点到凌晨3点。报告称，5 小时的夜班“很少使用”，因为它们的成本高达 50%。</blockquote></p><p> The International Longshore and Warehouse Union says their members will work a third shift, but only after the pileup of containers is fetched out of the port so there is space.</p><p><blockquote>国际码头和仓库联盟表示，他们的成员将上第三班，但前提是堆积的集装箱被运出港口，以便有空间。</blockquote></p><p> Frank Ponce De Leon, a coast committeeman at the ILWU, said: “Congestion won’t be fixed until everyone steps up and does their part. The terminal operators have been underutilizing their option to hire us for the third shift.</p><p><blockquote>ILWU 海岸委员会成员弗兰克-庞塞-德莱昂（Frank Ponce De Leon）说： “除非每个人都站出来尽自己的一份力，否则拥堵问题不会得到解决。码头运营商没有充分利用他们雇佣我们上第三班的选择权。</blockquote></p><p> Meanwhile, elsewhere in the supply chian, Federal safety regulations prevent commercial truck drivers to 11 hours of driving in a 14 hour workday. Port truckers like to start early in the morning so they can maximize the number of loads they can transport in a day.</p><p><blockquote>与此同时，在供应链的其他地方，联邦安全法规禁止商业卡车司机在14小时的工作日中驾驶11小时。港口卡车司机喜欢一大早出发，这样他们就可以最大限度地增加一天内可以运输的货物数量。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65d90e5ff24743575095fb2c886f30b9\" tg-width=\"293\" tg-height=\"469\" width=\"100%\" height=\"auto\">Tom Boyle, chief executive of Quik Pick Express LLC, a trucking and warehousing provider, told the Journal: “The biggest issue it probably comes down to is labor.”</p><p><blockquote>卡车运输和仓储提供商 Quik Pick Express LLC 的首席执行官汤姆-博伊尔（Tom Boyle）告诉《华尔街日报》： “最大的问题可能是劳动力”。</blockquote></p><p> Rail operator Union Pacific says it sees most delays when it picks up cargo from ports and hands it to trucks at destinations.</p><p><blockquote>铁路运营商联合太平洋公司表示，当它从港口提取货物并将其交给目的地的卡车时，延误最多。</blockquote></p><p> Wim Lagaay, chief executive of APM Terminals North America, who operates at the port of LA, said: “If you work a gate 24/7 it will improve your velocity. Up to 30% of overall truck appointments are not met because there are not enough trucks, drivers or chassis.”</p><p><blockquote>在洛杉矶港运营的 APM Terminals North America 公司首席执行官 Wim Lagaay 说： “如果你能 24/7 全天候运行闸机，就能提高你的速度。由于卡车、司机或底盘不足，多达 30% 的卡车预约无法完成”。</blockquote></p><p> Matt Schrap, chief executive of the Harbor Trucking Association, added: “There is too much congestion from empty containers on terminals. The shipping lines aren’t moving the boxes out, which is preventing us from returning empties that we are storing in our yards.\"</p><p><blockquote>港口卡车运输协会（Harbor Trucking Association）首席执行官马特-施拉普（Matt Schrap）补充说： “码头上的空集装箱造成了太多拥堵。航运公司没有把箱子搬出去，这阻碍了我们归还存放在堆场的空集装箱”。</blockquote></p><p> Mario Cordero, executive director at the Port of Long Beach concluded: “It’s impossible to effectively move such volumes if we don’t move to 24/7 operations across the supply chain. They do it in other parts of the world.”</p><p><blockquote>长滩港执行董事马里奥-科尔德罗（Mario Cordero）总结道： “如果我们不转向整个供应链的 24/7 运营，就不可能有效地转移如此多的货运量。他们在世界其他地区就是这样做的”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/despite-record-cargo-backlogs-ports-la-and-long-beach-still-dont-operate-around-clock?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":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/despite-record-cargo-backlogs-ports-la-and-long-beach-still-dont-operate-around-clock?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":"1154590665","content_text":"Some of the busiest U.S. ports, including many in California, are still struggling with how to deal with significant cargo backlogs.\nYet, despite the backlog, the busiest U.S. port still shuts down for hours on most days and is closed on Sundays,the Wall Street Journal reports. \"Tens of thousands\" of containers remain stuck at the ports of Los Angeles and Long Beach. More than 60 ships are lined up to dock, the report says.\nMore than 25% of all American imports pass through one of the two ports. LA and Long Beach collectively manage 13 private container terminals. Long Beach officials finally said last week they would try operating 24 hours a day between Monday and Thursday. LA says it's going to keep existing hours and wait for the rest of the supply chain to extend their hours first.\nGene Seroka, executive director of the larger Port of Los Angeles, said: “It has been nearly impossible to get everyone on the same page towards 24/7 operations.”\nPorts in places like Asia and Europe, for contrast, have operated around the clock \"for years\", the report notes.\nUffe Ostergaard, president of the North America region for German boxship operator Hapag-Lloyd AG said: “With the current work schedule you have two big ports operating at 60%-70% of their capacity. That’s a huge operational disadvantage.”\nAs the shortage continues, all members of the supply chain including truckers, warehouse operators and railways, are blaming each other for the shortages of products. All parts of the supply chain are also struggling with a shortage of labor.\nA longshore shift at either of the two ports used to be either 8AM to 4PM or 6PM to 3AM. Overnight shifts of 5 hours were \"rarely used\" because they are up to 50% more expensive, the report says.\nThe International Longshore and Warehouse Union says their members will work a third shift, but only after the pileup of containers is fetched out of the port so there is space.\nFrank Ponce De Leon, a coast committeeman at the ILWU, said: “Congestion won’t be fixed until everyone steps up and does their part. The terminal operators have been underutilizing their option to hire us for the third shift.\nMeanwhile, elsewhere in the supply chian, Federal safety regulations prevent commercial truck drivers to 11 hours of driving in a 14 hour workday. Port truckers like to start early in the morning so they can maximize the number of loads they can transport in a day.\nTom Boyle, chief executive of Quik Pick Express LLC, a trucking and warehousing provider, told the Journal: “The biggest issue it probably comes down to is labor.”\nRail operator Union Pacific says it sees most delays when it picks up cargo from ports and hands it to trucks at destinations.\nWim Lagaay, chief executive of APM Terminals North America, who operates at the port of LA, said: “If you work a gate 24/7 it will improve your velocity. Up to 30% of overall truck appointments are not met because there are not enough trucks, drivers or chassis.”\nMatt Schrap, chief executive of the Harbor Trucking Association, added: “There is too much congestion from empty containers on terminals. The shipping lines aren’t moving the boxes out, which is preventing us from returning empties that we are storing in our yards.\"\nMario Cordero, executive director at the Port of Long Beach concluded: “It’s impossible to effectively move such volumes if we don’t move to 24/7 operations across the supply chain. They do it in other parts of the world.”","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868210941,"gmtCreate":1632651109983,"gmtModify":1632798761919,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868210941","repostId":"1115207407","repostType":2,"repost":{"id":"1115207407","kind":"news","pubTimestamp":1632486845,"share":"https://www.laohunote.com/m/news/1115207407?lang=zh_CN&edition=full","pubTime":"2021-09-24 20:34","market":"us","language":"en","title":"Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金会爆炸；当市场意识到这一点时，美元将会崩溃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115207407","media":"zerohedge","summary":"Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed ","content":"<p>Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed is crying wolf when it comes to monetary tightening.</p><p><blockquote>彼得·希夫表示，当市场发现美联储在货币紧缩问题上狼来了时，黄金将会爆炸，美元将会内爆。</blockquote></p><p> The Federal Reserve wrapped up another meeting without making any changes to its current extraordinary, loose, inflationary monetary policy. But the central bank did hint that it may start tapering its&nbsp;quantitative easing&nbsp;program “soon.”</p><p><blockquote>美联储结束了另一次会议，但没有对其当前非同寻常的、宽松的、通货膨胀的货币政策做出任何改变。但央行确实暗示，它可能 “很快 ”开始缩减量化宽松计划。</blockquote></p><p> That was enough for the markets. They continue to expect the Fed will tighten monetary policy and fight surging inflation.&nbsp;Gold&nbsp;sold off after the FOMC statement came out, dropping about $10.</p><p><blockquote>这对市场来说已经足够了。他们继续预计美联储将收紧货币政策并对抗飙升的通胀。FOMC声明出来后，黄金遭到抛售，下跌约10美元。</blockquote></p><p> The gold market has battled these headwinds for months. Every time the Fed hints at tightening, gold sells off. Every time inflation numbers come in hot, gold sells off. This doesn’t make sense. Why would investors sell an inflation hedge during an inflationary period? Because they honestly think the central bank can and will sweep in and successfully fight inflation.</p><p><blockquote>几个月来，黄金市场一直在与这些不利因素作斗争。每次美联储暗示紧缩政策，黄金就会遭到抛售。每次通胀数据出来，黄金就会抛售。这说不通。为什么投资者会在通胀时期出售通胀对冲？因为他们真诚地认为央行能够而且将会横扫并成功对抗通货膨胀。</blockquote></p><p> But as we have said over and over again,&nbsp;the Fed cannot possibly tighten in this economic environment. In&nbsp;an interview on&nbsp;<i>RT Boom Bust</i>, Peter Schiff said even if the Fed does begin to taper, it will eventually reverse course and ultimately expand QE.</p><p><blockquote>但正如我们一再表示的那样，在这种经济环境下，美联储不可能收紧。在一次采访中<i>RT吊杆破裂</i>彼得·希夫表示，即使美联储确实开始缩减规模，最终也会逆转并最终扩大量化宽松。</blockquote></p><p>   It knows the only foundation this bubble economy has is the Fed’s easy money policies. And I don’t think they have any actual plans to taper.  <b>And even if they just kind of feign the process by beginning it, they’ll never complete it because soon after they start the taper, again, if they even ever start, they’re going to have to reverse the process.</b>Because ultimately, the Fed Fed is going to expand the QE program and start to buy a lot more government Treasuries and mortgage-backed securities in the future than it’s doing right now.”  During his podcast&nbsp;after the September Fed meeting, Peter said at some point the markets will tire of this game.</p><p><blockquote>它知道，泡沫经济的唯一基础是美联储的宽松货币政策。我不认为他们有任何实际的缩减计划。<b>即使他们只是假装开始这个过程，他们也永远不会完成，因为在他们开始缩减后不久，即使他们开始缩减，他们也必须逆转这个过程。</b>因为最终，美联储将扩大量化宽松计划，并在未来开始购买比现在更多的政府国债和抵押贷款支持证券。彼得在 9 月份美联储会议后的播客中表示，市场在某个时候会厌倦这种游戏。</blockquote></p><p>   <b>They’re going to be tired of a boy crying wolf over and over and over again, and a wolf never actually showing up. At some point, the markets are going to figure this out, understand the Fed’s predicament, and then it’s going to hit the fan.”</b>  Peter said that’s when you will see the gold market explode and the dollar implode.</p><p><blockquote><b>他们会厌倦一个男孩一遍又一遍地叫狼，而狼却从未真正出现。在某个时候，市场会弄清楚这一点，理解美联储的困境，然后它就会击中风扇。”</b>彼得说，到那时你就会看到黄金市场爆炸，美元内爆。</blockquote></p><p>   But you can’t wait for that to happen to act. You need to be positioned before everyone wakes up — or not even everyone — just a significant percentage of those who are asleep right now to wake up. That’s all it takes. Not everybody. Just a large enough minority to figure it out and that’s all it’s going to take.”  As for the dollar, during the big stock market selloff on Monday, the greenback was up overall, but it was down against the traditional safe-haven currencies, including the Japanese yen and the Swiss franc. It was also down against gold. Nevertheless, a lot of mainstream commentators claimed the dollar was strong, proving that it remains the go-to safe haven. But that’s not true.</p><p><blockquote>但你不能等到这种情况发生才采取行动。你需要在每个人醒来之前准备好——或者甚至不是每个人——只是很大一部分现在睡着的人会醒来。就这样。不是每个人。只要有足够多的少数人就能想出办法，这就足够了。”美元方面，在周一股市大抛售期间，美元整体上涨，但兑包括日元和瑞士法郎在内的传统避险货币走低。它也对黄金下跌。尽管如此，许多主流评论员声称美元坚挺，证明它仍然是首选避风港。但事实并非如此。</blockquote></p><p>   The dollar was down against the Swiss franc and the yen. Doesn’t that mean that more people were buying Swiss franks and yen instead of the dollar? And also, gold went up against the dollar. So, that means people were buying gold and not the dollar. So, I think the action in the foreign exchange market and in the gold market doesn’t actually prove that the dollar is retaining its safe-haven status. It’s more evidence that it is losing that status as more people are preferring Japanese yen, Swiss francs and gold to the dollar.” </p><p><blockquote>美元兑瑞士法郎和日元下跌。这是否意味着更多的人购买了瑞士法郎和日元，而不是美元？此外，黄金兑美元汇率上涨。所以，这意味着人们购买的是黄金，而不是美元。因此，我认为外汇市场和黄金市场的走势实际上并不能证明美元正在保留其避险地位。越来越多的证据表明，随着越来越多的人更喜欢日元、瑞士法郎和黄金而不是美元，它正在失去这一地位。”</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>Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金会爆炸；当市场意识到这一点时，美元将会崩溃</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\">\nPeter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金会爆炸；当市场意识到这一点时，美元将会崩溃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-24 20:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed is crying wolf when it comes to monetary tightening.</p><p><blockquote>彼得·希夫表示，当市场发现美联储在货币紧缩问题上狼来了时，黄金将会爆炸，美元将会内爆。</blockquote></p><p> The Federal Reserve wrapped up another meeting without making any changes to its current extraordinary, loose, inflationary monetary policy. But the central bank did hint that it may start tapering its&nbsp;quantitative easing&nbsp;program “soon.”</p><p><blockquote>美联储结束了另一次会议，但没有对其当前非同寻常的、宽松的、通货膨胀的货币政策做出任何改变。但央行确实暗示，它可能 “很快 ”开始缩减量化宽松计划。</blockquote></p><p> That was enough for the markets. They continue to expect the Fed will tighten monetary policy and fight surging inflation.&nbsp;Gold&nbsp;sold off after the FOMC statement came out, dropping about $10.</p><p><blockquote>这对市场来说已经足够了。他们继续预计美联储将收紧货币政策并对抗飙升的通胀。FOMC声明出来后，黄金遭到抛售，下跌约10美元。</blockquote></p><p> The gold market has battled these headwinds for months. Every time the Fed hints at tightening, gold sells off. Every time inflation numbers come in hot, gold sells off. This doesn’t make sense. Why would investors sell an inflation hedge during an inflationary period? Because they honestly think the central bank can and will sweep in and successfully fight inflation.</p><p><blockquote>几个月来，黄金市场一直在与这些不利因素作斗争。每次美联储暗示紧缩政策，黄金就会遭到抛售。每次通胀数据出来，黄金就会抛售。这说不通。为什么投资者会在通胀时期出售通胀对冲？因为他们真诚地认为央行能够而且将会横扫并成功对抗通货膨胀。</blockquote></p><p> But as we have said over and over again,&nbsp;the Fed cannot possibly tighten in this economic environment. In&nbsp;an interview on&nbsp;<i>RT Boom Bust</i>, Peter Schiff said even if the Fed does begin to taper, it will eventually reverse course and ultimately expand QE.</p><p><blockquote>但正如我们一再表示的那样，在这种经济环境下，美联储不可能收紧。在一次采访中<i>RT吊杆破裂</i>彼得·希夫表示，即使美联储确实开始缩减规模，最终也会逆转并最终扩大量化宽松。</blockquote></p><p>   It knows the only foundation this bubble economy has is the Fed’s easy money policies. And I don’t think they have any actual plans to taper.  <b>And even if they just kind of feign the process by beginning it, they’ll never complete it because soon after they start the taper, again, if they even ever start, they’re going to have to reverse the process.</b>Because ultimately, the Fed Fed is going to expand the QE program and start to buy a lot more government Treasuries and mortgage-backed securities in the future than it’s doing right now.”  During his podcast&nbsp;after the September Fed meeting, Peter said at some point the markets will tire of this game.</p><p><blockquote>它知道，泡沫经济的唯一基础是美联储的宽松货币政策。我不认为他们有任何实际的缩减计划。<b>即使他们只是假装开始这个过程，他们也永远不会完成，因为在他们开始缩减后不久，即使他们开始缩减，他们也必须逆转这个过程。</b>因为最终，美联储将扩大量化宽松计划，并在未来开始购买比现在更多的政府国债和抵押贷款支持证券。彼得在 9 月份美联储会议后的播客中表示，市场在某个时候会厌倦这种游戏。</blockquote></p><p>   <b>They’re going to be tired of a boy crying wolf over and over and over again, and a wolf never actually showing up. At some point, the markets are going to figure this out, understand the Fed’s predicament, and then it’s going to hit the fan.”</b>  Peter said that’s when you will see the gold market explode and the dollar implode.</p><p><blockquote><b>他们会厌倦一个男孩一遍又一遍地叫狼，而狼却从未真正出现。在某个时候，市场会弄清楚这一点，理解美联储的困境，然后它就会击中风扇。”</b>彼得说，到那时你就会看到黄金市场爆炸，美元内爆。</blockquote></p><p>   But you can’t wait for that to happen to act. You need to be positioned before everyone wakes up — or not even everyone — just a significant percentage of those who are asleep right now to wake up. That’s all it takes. Not everybody. Just a large enough minority to figure it out and that’s all it’s going to take.”  As for the dollar, during the big stock market selloff on Monday, the greenback was up overall, but it was down against the traditional safe-haven currencies, including the Japanese yen and the Swiss franc. It was also down against gold. Nevertheless, a lot of mainstream commentators claimed the dollar was strong, proving that it remains the go-to safe haven. But that’s not true.</p><p><blockquote>但你不能等到这种情况发生才采取行动。你需要在每个人醒来之前准备好——或者甚至不是每个人——只是很大一部分现在睡着的人会醒来。就这样。不是每个人。只要有足够多的少数人就能想出办法，这就足够了。”美元方面，在周一股市大抛售期间，美元整体上涨，但兑包括日元和瑞士法郎在内的传统避险货币走低。它也对黄金下跌。尽管如此，许多主流评论员声称美元坚挺，证明它仍然是首选避风港。但事实并非如此。</blockquote></p><p>   The dollar was down against the Swiss franc and the yen. Doesn’t that mean that more people were buying Swiss franks and yen instead of the dollar? And also, gold went up against the dollar. So, that means people were buying gold and not the dollar. So, I think the action in the foreign exchange market and in the gold market doesn’t actually prove that the dollar is retaining its safe-haven status. It’s more evidence that it is losing that status as more people are preferring Japanese yen, Swiss francs and gold to the dollar.” </p><p><blockquote>美元兑瑞士法郎和日元下跌。这是否意味着更多的人购买了瑞士法郎和日元，而不是美元？此外，黄金兑美元汇率上涨。所以，这意味着人们购买的是黄金，而不是美元。因此，我认为外汇市场和黄金市场的走势实际上并不能证明美元正在保留其避险地位。越来越多的证据表明，随着越来越多的人更喜欢日元、瑞士法郎和黄金而不是美元，它正在失去这一地位。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/peter-schiff-gold-will-explode-dollar-will-implode-when-markets-figure-out?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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/peter-schiff-gold-will-explode-dollar-will-implode-when-markets-figure-out?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":"1115207407","content_text":"Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed is crying wolf when it comes to monetary tightening.\nThe Federal Reserve wrapped up another meeting without making any changes to its current extraordinary, loose, inflationary monetary policy. But the central bank did hint that it may start tapering its quantitative easing program “soon.”\nThat was enough for the markets. They continue to expect the Fed will tighten monetary policy and fight surging inflation. Gold sold off after the FOMC statement came out, dropping about $10.\nThe gold market has battled these headwinds for months. Every time the Fed hints at tightening, gold sells off. Every time inflation numbers come in hot, gold sells off. This doesn’t make sense. Why would investors sell an inflation hedge during an inflationary period? Because they honestly think the central bank can and will sweep in and successfully fight inflation.\nBut as we have said over and over again, the Fed cannot possibly tighten in this economic environment. In an interview on RT Boom Bust, Peter Schiff said even if the Fed does begin to taper, it will eventually reverse course and ultimately expand QE.\n\n It knows the only foundation this bubble economy has is the Fed’s easy money policies. And I don’t think they have any actual plans to taper.\n And even if they just kind of feign the process by beginning it, they’ll never complete it because soon after they start the taper, again, if they even ever start, they’re going to have to reverse the process.Because ultimately, the Fed Fed is going to expand the QE program and start to buy a lot more government Treasuries and mortgage-backed securities in the future than it’s doing right now.”\n\nDuring his podcast after the September Fed meeting, Peter said at some point the markets will tire of this game.\n\nThey’re going to be tired of a boy crying wolf over and over and over again, and a wolf never actually showing up. At some point, the markets are going to figure this out, understand the Fed’s predicament, and then it’s going to hit the fan.”\n\nPeter said that’s when you will see the gold market explode and the dollar implode.\n\n But you can’t wait for that to happen to act. You need to be positioned before everyone wakes up — or not even everyone — just a significant percentage of those who are asleep right now to wake up. That’s all it takes. Not everybody. Just a large enough minority to figure it out and that’s all it’s going to take.”\n\nAs for the dollar, during the big stock market selloff on Monday, the greenback was up overall, but it was down against the traditional safe-haven currencies, including the Japanese yen and the Swiss franc. It was also down against gold. Nevertheless, a lot of mainstream commentators claimed the dollar was strong, proving that it remains the go-to safe haven. But that’s not true.\n\n The dollar was down against the Swiss franc and the yen. Doesn’t that mean that more people were buying Swiss franks and yen instead of the dollar? And also, gold went up against the dollar. So, that means people were buying gold and not the dollar. So, I think the action in the foreign exchange market and in the gold market doesn’t actually prove that the dollar is retaining its safe-haven status. It’s more evidence that it is losing that status as more people are preferring Japanese yen, Swiss francs and gold to the dollar.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863627599,"gmtCreate":1632388690211,"gmtModify":1632800742374,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863627599","repostId":"1138053742","repostType":2,"repost":{"id":"1138053742","kind":"news","pubTimestamp":1632387135,"share":"https://www.laohunote.com/m/news/1138053742?lang=zh_CN&edition=full","pubTime":"2021-09-23 16:52","market":"us","language":"en","title":"Stock Futures Point to Extended Rally, as Evergrande Payment Looms<blockquote>恒大付款迫在眉睫，股票期货指向延长反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138053742","media":"The Wall Street Journal","summary":"Investors express cautious hope that trouble at indebted property giant China Evergrande can be cont","content":"<p>  <b>Investors express cautious hope that trouble at indebted property giant China Evergrande can be contained.</b>  U.S. stock futures rose, pointing to gains for major indexes as investors remained upbeat that trouble with property giant China Evergrande Group can be contained.</p><p><blockquote><b>投资者表示谨慎希望负债累累的房地产巨头中国恒大的麻烦能够得到控制。</b>美国股指期货上涨，表明主要股指上涨，因为投资者仍然乐观地认为房地产巨头中国恒大集团的麻烦可以得到控制。</blockquote></p><p> Futures for the S&amp;P 500 rose 0.5% Thursday, a day after a Federal Reserve policy update sent the stocks gauge to itsbiggest one-day gain since July. Contracts for the Dow Jones Industrial Average also added 0.5% and futures for the technology-focused Nasdaq-100 ticked up 0.3%.</p><p><blockquote>标普500期货周四上涨 0.5%，一天前美联储政策更新导致该股指创下 7 月份以来最大单日涨幅。道琼斯工业平均指数合约也上涨了 0.5%，专注于技术的纳斯达克 100 指数期货上涨了 0.3%。</blockquote></p><p> Markets have been consumed this week with questions surrounding Evergrande, China’s largest property developer. Many fear its collapse could spread economic pain through the world’s second largest economy, with spillovers into global financial markets. The heavily indebted company has issued billions of dollars of bonds to international investors, with many trading for a fraction of their face value.</p><p><blockquote>本周，围绕中国最大的房地产开发商恒大的问题充斥着市场。许多人担心，它的崩溃可能会给这个世界第二大经济体带来经济痛苦，并波及全球金融市场。这家负债累累的公司已经向国际投资者发行了数十亿美元的债券，其中许多债券的交易价格仅为其面值的一小部分。</blockquote></p><p> However, fears around its possible collapse appear to have ebbed—at least temporarily. Evergrande has an $83.5 million coupon payment due Thursday on its U.S. dollar bonds and hadn’t given an indication of whether it will miss the payment. On Wednesday, the company’s flagship property business said it would make aninterest payment on an onshore bond, giving Evergrande more time to work out what investors expect will be a lengthy and complicated restructuring.</p><p><blockquote>然而，围绕其可能崩溃的担忧似乎已经消退——至少是暂时的。恒大将于周四支付 8350 万美元的美元债券息票，但尚未表明是否会错过付款。本周三，该公司的旗舰房地产业务表示将支付在岸债券的利息，这使得恒大有更多时间来解决投资者预期的漫长而复杂的重组问题。</blockquote></p><p> Hong Kong-listed shares of Evergrande jumped 18%, though remain down 82% for the year. Hong Kong’s Hang Seng Index, which bore the brunt of the selling pressure at the start of the week, jumped 1%. China’s Shanghai Composite Index rose 0.4%.</p><p><blockquote>恒大在香港上市的股价上涨了 18%，但今年仍下跌了 82%。本周初首当其冲的香港恒生指数上涨了 1%。中国上证综合指数上涨0.4%。</blockquote></p><p> “The consensus view is that ultimately the Chinese will control this,” said John Roe, head of multi-asset funds at Legal and General Investment Management. “The worry is that if you worry about Evergrande you worry about all the other developers.”</p><p><blockquote>“法律与通用投资管理公司多资产基金主管约翰-罗伊说：”人们普遍认为，最终中国人将控制这一局面。“令人担忧的是，如果你担心恒大，你就会担心所有其他开发商。”</blockquote></p><p> Overseas markets were broadly higher. The Stoxx Europe 600 rose 0.8%, led by shares of technology, auto and retail companies.</p><p><blockquote>海外市场普遍走高。斯托克欧洲 600 指数上涨 0.8%，科技、汽车和零售公司股票领涨。</blockquote></p><p> Weekly jobless claims data are due at 8:30 a.m. ET. Economists surveyed by The Wall Street Journal estimate that unemployment claims, a proxy for layoffs, declined to 320,000 in the week ended Sept. 18, from 332,000 the prior week.</p><p><blockquote>每周申请失业救济人数数据将于美国东部时间上午 8:30 公布。接受《华尔街日报》调查的经济学家估计，截至 9 月 18 日当周，失业救济人数（代表裁员人数）从前一周的 332,000 人下降至 320,000 人。</blockquote></p><p> Also upcoming, surveys of purchasing managers from a number of large economies will be scrutinized for signs of a further slowdown in global growth during September.IHS Markitis due to release figures for the U.S service and manufacturing sectors at 9:45 a.m.</p><p><blockquote>同样在不久的将来，将对一些大型经济体的采购经理进行调查，以寻找 9 月份全球增长进一步放缓的迹象。 IHS Markitis 将于上午 9:45 发布美国服务业和制造业数据。</blockquote></p><p> The Bank of England is expected to keep monetary policy on hold in the face of rising inflation when the central bank releases its latest decision at 7 a.m. The pound strengthened 0.2% to trade at $1.3654.</p><p><blockquote>面对不断上升的通胀，英国央行预计将在早上7点发布最新决定时维持货币政策不变。英镑上涨 0.2%，至 1.3654 美元。</blockquote></p><p> Investors also were digesting the Federal Reserve’s decision to tee up a reversal of its pandemic stimulus measures in November. New projections released at the end of the Fed’s two-day policy meeting Wednesday showed half of 18 officialsexpect to raise interest ratesby the end of 2022.</p><p><blockquote>投资者也在消化美联储在 11 月份决定撤销大流行病刺激措施。美联储周三为期两天的政策会议结束时发布的新预测显示，18 名官员中有一半预计将在 2022 年底前加息。</blockquote></p><p> That has given money managers confidence the Fed won’t allow the current bout of inflation to become entrenched, according to Mr. Roe. “The most interesting thing about both the current statement and also the last couple of statements has almost been a rowing back on the idea they’re really going to let inflation rip before they take action,” he said.</p><p><blockquote>罗伊先生表示，这让基金经理们相信美联储不会允许当前的通胀根深蒂固。“他说：”无论是目前的声明还是上几份声明，最有趣的地方几乎都是在回避他们真的要让通货膨胀在采取行动之前爆发的想法。</blockquote></p><p> In the bond market, the yield on 10-year Treasury notes ticked down to 1.331% from 1.332% Wednesday. Yields move in the opposite direction to bond prices.</p><p><blockquote>债券市场方面，10年期国债收益率从周三的1.332%降至1.331%。收益率的走势与债券价格的走势相反。</blockquote></p><p> Commodity prices were stable. Brent-crude futures edged up 0.2% to $75.52 a barrel.</p><p><blockquote>商品价格稳定。布伦特原油期货小幅上涨 0.2%，至每桶 75.52 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Futures Point to Extended Rally, as Evergrande Payment Looms<blockquote>恒大付款迫在眉睫，股票期货指向延长反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Futures Point to Extended Rally, as Evergrande Payment Looms<blockquote>恒大付款迫在眉睫，股票期货指向延长反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-23 16:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Investors express cautious hope that trouble at indebted property giant China Evergrande can be contained.</b>  U.S. stock futures rose, pointing to gains for major indexes as investors remained upbeat that trouble with property giant China Evergrande Group can be contained.</p><p><blockquote><b>投资者表示谨慎希望负债累累的房地产巨头中国恒大的麻烦能够得到控制。</b>美国股指期货上涨，表明主要股指上涨，因为投资者仍然乐观地认为房地产巨头中国恒大集团的麻烦可以得到控制。</blockquote></p><p> Futures for the S&amp;P 500 rose 0.5% Thursday, a day after a Federal Reserve policy update sent the stocks gauge to itsbiggest one-day gain since July. Contracts for the Dow Jones Industrial Average also added 0.5% and futures for the technology-focused Nasdaq-100 ticked up 0.3%.</p><p><blockquote>标普500期货周四上涨 0.5%，一天前美联储政策更新导致该股指创下 7 月份以来最大单日涨幅。道琼斯工业平均指数合约也上涨了 0.5%，专注于技术的纳斯达克 100 指数期货上涨了 0.3%。</blockquote></p><p> Markets have been consumed this week with questions surrounding Evergrande, China’s largest property developer. Many fear its collapse could spread economic pain through the world’s second largest economy, with spillovers into global financial markets. The heavily indebted company has issued billions of dollars of bonds to international investors, with many trading for a fraction of their face value.</p><p><blockquote>本周，围绕中国最大的房地产开发商恒大的问题充斥着市场。许多人担心，它的崩溃可能会给这个世界第二大经济体带来经济痛苦，并波及全球金融市场。这家负债累累的公司已经向国际投资者发行了数十亿美元的债券，其中许多债券的交易价格仅为其面值的一小部分。</blockquote></p><p> However, fears around its possible collapse appear to have ebbed—at least temporarily. Evergrande has an $83.5 million coupon payment due Thursday on its U.S. dollar bonds and hadn’t given an indication of whether it will miss the payment. On Wednesday, the company’s flagship property business said it would make aninterest payment on an onshore bond, giving Evergrande more time to work out what investors expect will be a lengthy and complicated restructuring.</p><p><blockquote>然而，围绕其可能崩溃的担忧似乎已经消退——至少是暂时的。恒大将于周四支付 8350 万美元的美元债券息票，但尚未表明是否会错过付款。本周三，该公司的旗舰房地产业务表示将支付在岸债券的利息，这使得恒大有更多时间来解决投资者预期的漫长而复杂的重组问题。</blockquote></p><p> Hong Kong-listed shares of Evergrande jumped 18%, though remain down 82% for the year. Hong Kong’s Hang Seng Index, which bore the brunt of the selling pressure at the start of the week, jumped 1%. China’s Shanghai Composite Index rose 0.4%.</p><p><blockquote>恒大在香港上市的股价上涨了 18%，但今年仍下跌了 82%。本周初首当其冲的香港恒生指数上涨了 1%。中国上证综合指数上涨0.4%。</blockquote></p><p> “The consensus view is that ultimately the Chinese will control this,” said John Roe, head of multi-asset funds at Legal and General Investment Management. “The worry is that if you worry about Evergrande you worry about all the other developers.”</p><p><blockquote>“法律与通用投资管理公司多资产基金主管约翰-罗伊说：”人们普遍认为，最终中国人将控制这一局面。“令人担忧的是，如果你担心恒大，你就会担心所有其他开发商。”</blockquote></p><p> Overseas markets were broadly higher. The Stoxx Europe 600 rose 0.8%, led by shares of technology, auto and retail companies.</p><p><blockquote>海外市场普遍走高。斯托克欧洲 600 指数上涨 0.8%，科技、汽车和零售公司股票领涨。</blockquote></p><p> Weekly jobless claims data are due at 8:30 a.m. ET. Economists surveyed by The Wall Street Journal estimate that unemployment claims, a proxy for layoffs, declined to 320,000 in the week ended Sept. 18, from 332,000 the prior week.</p><p><blockquote>每周申请失业救济人数数据将于美国东部时间上午 8:30 公布。接受《华尔街日报》调查的经济学家估计，截至 9 月 18 日当周，失业救济人数（代表裁员人数）从前一周的 332,000 人下降至 320,000 人。</blockquote></p><p> Also upcoming, surveys of purchasing managers from a number of large economies will be scrutinized for signs of a further slowdown in global growth during September.IHS Markitis due to release figures for the U.S service and manufacturing sectors at 9:45 a.m.</p><p><blockquote>同样在不久的将来，将对一些大型经济体的采购经理进行调查，以寻找 9 月份全球增长进一步放缓的迹象。 IHS Markitis 将于上午 9:45 发布美国服务业和制造业数据。</blockquote></p><p> The Bank of England is expected to keep monetary policy on hold in the face of rising inflation when the central bank releases its latest decision at 7 a.m. The pound strengthened 0.2% to trade at $1.3654.</p><p><blockquote>面对不断上升的通胀，英国央行预计将在早上7点发布最新决定时维持货币政策不变。英镑上涨 0.2%，至 1.3654 美元。</blockquote></p><p> Investors also were digesting the Federal Reserve’s decision to tee up a reversal of its pandemic stimulus measures in November. New projections released at the end of the Fed’s two-day policy meeting Wednesday showed half of 18 officialsexpect to raise interest ratesby the end of 2022.</p><p><blockquote>投资者也在消化美联储在 11 月份决定撤销大流行病刺激措施。美联储周三为期两天的政策会议结束时发布的新预测显示，18 名官员中有一半预计将在 2022 年底前加息。</blockquote></p><p> That has given money managers confidence the Fed won’t allow the current bout of inflation to become entrenched, according to Mr. Roe. “The most interesting thing about both the current statement and also the last couple of statements has almost been a rowing back on the idea they’re really going to let inflation rip before they take action,” he said.</p><p><blockquote>罗伊先生表示，这让基金经理们相信美联储不会允许当前的通胀根深蒂固。“他说：”无论是目前的声明还是上几份声明，最有趣的地方几乎都是在回避他们真的要让通货膨胀在采取行动之前爆发的想法。</blockquote></p><p> In the bond market, the yield on 10-year Treasury notes ticked down to 1.331% from 1.332% Wednesday. Yields move in the opposite direction to bond prices.</p><p><blockquote>债券市场方面，10年期国债收益率从周三的1.332%降至1.331%。收益率的走势与债券价格的走势相反。</blockquote></p><p> Commodity prices were stable. Brent-crude futures edged up 0.2% to $75.52 a barrel.</p><p><blockquote>商品价格稳定。布伦特原油期货小幅上涨 0.2%，至每桶 75.52 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-09-23-2021-11632382759\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-09-23-2021-11632382759","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138053742","content_text":"Investors express cautious hope that trouble at indebted property giant China Evergrande can be contained.\n\nU.S. stock futures rose, pointing to gains for major indexes as investors remained upbeat that trouble with property giant China Evergrande Group can be contained.\nFutures for the S&P 500 rose 0.5% Thursday, a day after a Federal Reserve policy update sent the stocks gauge to itsbiggest one-day gain since July. Contracts for the Dow Jones Industrial Average also added 0.5% and futures for the technology-focused Nasdaq-100 ticked up 0.3%.\nMarkets have been consumed this week with questions surrounding Evergrande, China’s largest property developer. Many fear its collapse could spread economic pain through the world’s second largest economy, with spillovers into global financial markets. The heavily indebted company has issued billions of dollars of bonds to international investors, with many trading for a fraction of their face value.\nHowever, fears around its possible collapse appear to have ebbed—at least temporarily. Evergrande has an $83.5 million coupon payment due Thursday on its U.S. dollar bonds and hadn’t given an indication of whether it will miss the payment. On Wednesday, the company’s flagship property business said it would make aninterest payment on an onshore bond, giving Evergrande more time to work out what investors expect will be a lengthy and complicated restructuring.\nHong Kong-listed shares of Evergrande jumped 18%, though remain down 82% for the year. Hong Kong’s Hang Seng Index, which bore the brunt of the selling pressure at the start of the week, jumped 1%. China’s Shanghai Composite Index rose 0.4%.\n“The consensus view is that ultimately the Chinese will control this,” said John Roe, head of multi-asset funds at Legal and General Investment Management. “The worry is that if you worry about Evergrande you worry about all the other developers.”\nOverseas markets were broadly higher. The Stoxx Europe 600 rose 0.8%, led by shares of technology, auto and retail companies.\nWeekly jobless claims data are due at 8:30 a.m. ET. Economists surveyed by The Wall Street Journal estimate that unemployment claims, a proxy for layoffs, declined to 320,000 in the week ended Sept. 18, from 332,000 the prior week.\nAlso upcoming, surveys of purchasing managers from a number of large economies will be scrutinized for signs of a further slowdown in global growth during September.IHS Markitis due to release figures for the U.S service and manufacturing sectors at 9:45 a.m.\nThe Bank of England is expected to keep monetary policy on hold in the face of rising inflation when the central bank releases its latest decision at 7 a.m. The pound strengthened 0.2% to trade at $1.3654.\nInvestors also were digesting the Federal Reserve’s decision to tee up a reversal of its pandemic stimulus measures in November. New projections released at the end of the Fed’s two-day policy meeting Wednesday showed half of 18 officialsexpect to raise interest ratesby the end of 2022.\nThat has given money managers confidence the Fed won’t allow the current bout of inflation to become entrenched, according to Mr. Roe. “The most interesting thing about both the current statement and also the last couple of statements has almost been a rowing back on the idea they’re really going to let inflation rip before they take action,” he said.\nIn the bond market, the yield on 10-year Treasury notes ticked down to 1.331% from 1.332% Wednesday. Yields move in the opposite direction to bond prices.\nCommodity prices were stable. Brent-crude futures edged up 0.2% to $75.52 a barrel.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863627301,"gmtCreate":1632388675203,"gmtModify":1632800742745,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/863627301","repostId":"2169669996","repostType":2,"isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869574316,"gmtCreate":1632311742835,"gmtModify":1632801344516,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869574316","repostId":"1105083308","repostType":2,"isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869097423,"gmtCreate":1632225603362,"gmtModify":1632801970775,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/869097423","repostId":"1173746472","repostType":2,"repost":{"id":"1173746472","kind":"news","pubTimestamp":1632221699,"share":"https://www.laohunote.com/m/news/1173746472?lang=zh_CN&edition=full","pubTime":"2021-09-21 18:54","market":"us","language":"en","title":"Why the Stock Market Tanked Monday—and What to Do About It<blockquote>为什么周一股市暴跌——以及该怎么做</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173746472","media":"MarketWatch","summary":"The stock market tanked—and a correction may be in the offing. While China Evergrande is getting all","content":"<p>The stock market tanked—and a correction may be in the offing. While China Evergrande is getting all the attention, the real problem might be risks to earnings and valuations.</p><p><blockquote>股市暴跌——调整可能即将到来。虽然中国恒大受到了所有关注，但真正的问题可能是盈利和估值面临的风险。</blockquote></p><p> The S&amp;P 500 dropped 1.7% Monday, and the index is down 3.9% from its all-time high. That may just be the beginning, says Barry Bannister, Stifel’s chief equity strategist, who calls for the S&amp;P 500 to drop as much as 15% this year. “It’s the coalescing of multiple risks in the fourth quarter that cause us to be cautious through September and October,” Bannister says.</p><p><blockquote>标普500周一下跌1.7%，该指数较历史高点下跌3.9%。Stifel 首席股票策略师 Barry Bannister 说，这可能仅仅是个开始，他预计标普500今年将下跌 15%。“班尼斯特说：”正是第四季度多种风险的合并，让我们在 9 月和 10 月保持谨慎。</blockquote></p><p> While Evergrande gets the headlines, the bigger problem right now might be U.S. earnings. The companies in the S&amp;P 500 are expected to earn $217.95 in 2022, up 9.4% from 2021, but there’s plenty of downside risk.</p><p><blockquote>虽然恒大成为头条新闻，但现在更大的问题可能是美国的盈利。标普500公司 2022 年的盈利预计为 217.95 美元，比 2021 年增长 9.4%，但下行风险很大。</blockquote></p><p> Supply-chain constraints are hampering companies’ ability to meet sales expectations, while costs continue to rise. Companies from industrial-materials maker PPG Industries (ticker: PPG) to home builder PulteGroup (PHM), have announced that sales and profits for 2021 won’t meet expectations. Investors will get a clearer picture of the supply chain issue when companies report their quarterly earnings this fall.</p><p><blockquote>供应链限制阻碍了公司满足销售预期的能力，而成本却在不断上升。从工业材料制造商 PPG Industries（股票代码：PPG）到住宅建筑商 PulteGroup（PHM）等公司都宣布，2021 年的销售额和利润将达不到预期。当公司今年秋天公布季度收益时，投资者将更清楚地了解供应链问题。</blockquote></p><p> “One question that’s going to start creeping in once we get to the third quarter is how much of the supply chain disruptions and inability to meet demand is going hit companies’ bottom lines,” says Yung Yu Ma, chief investment strategist at BMO Capital Markets. “That’s becoming much more acute.”</p><p><blockquote>“蒙特利尔银行资本市场（BMO Capital Markets）首席投资策略师马勇宇（Yung Yu Ma）说：”一旦进入第三季度，就会开始出现一个问题，那就是供应链中断和无法满足需求会在多大程度上影响公司的底线。“情况变得更加严重了。”</blockquote></p><p> The other risk to profits that markets have largely ignored is higher corporate taxes. Goldman Sachs strategists say 2022 earnings per share on the S&amp;P 500 could fall roughly 5% with a corporate tax hike to 25% from the current 21%—and House Democrats recently proposed an increase to 26.5%. With aggregate 2022 analyst estimates for S&amp;P 500 EPS at $217.95, therefore, EPS could fall to $207. At a current 21 times, the index could drop 5% on a corporate tax hike—assuming the forward earnings multiple remains the same.</p><p><blockquote>市场基本上忽视的另一个利润风险是更高的公司税。高盛策略师表示，随着公司税从目前的 21% 提高到 25%，标普500 2022 年每股收益可能会下降约 5%，众议院民主党人最近提议将税率提高到 26.5%。因此，分析师对标普500 2022 年每股收益的总预期为 217.95 美元，每股收益可能会降至 207 美元。假设未来市盈率保持不变，目前该指数为 21 倍，如果企业增税，该指数可能会下跌 5%。</blockquote></p><p> There’s a good chance it won’t. One major reason the S&amp;P 500’s average valuation is above its prepandemic level of 19 times—it currently trades at 20.4 times 12-month forward earnings—is because the 10-year Treasury yield has fallen to 1.31% from 1.8% before the pandemic. Lower bond yields make future profits more valuable.</p><p><blockquote>很有可能不会。标普500的平均估值比大流行前的水平高出 19 倍（目前 12 个月远期市盈率为 20.4 倍）的一个主要原因是，10 年期国债收益率已从大流行前的 1.8% 降至 1.31%。较低的债券收益率使未来利润更有价值。</blockquote></p><p> There’s a good chance yields are heading higher. The Federal Reserve has recently been buying tens of billions of dollars in Treasury bonds a month, driving bond prices up and yields down. But the central bank is now signaling it will wind that program down as soon as this year to zero dollars within a few quarters, which means less money into bonds, lower prices, and higher yields. (We’ll learn more Wednesday when the Fed releases its monetary policy statement.) That catalyst could drive the 10-year Treasury yield back up to 1.8% by year-end and the S&amp;P 500’s multiple down to 19 times, writes Mike Wilson, chief U.S. equity strategist at Morgan Stanley.</p><p><blockquote>收益率很有可能会走高。美联储最近每月购买数百亿美元的国债，推动债券价格上涨，收益率下降。但央行现在表示，最早将在今年将该计划缩减至几个季度内的零美元，这意味着投入债券的资金减少、价格降低和收益率提高。摩根士丹利（Morgan Stanley）首席美国股票策略师 Mike Wilson 写道，这一催化剂可能会推动 10 年期国债收益率在年底前回升至 1.8%，并将标普500市盈率降至 19 倍。</blockquote></p><p> Combine the lower valuations with the drop in earnings estimates and the S&amp;P 500 could have a lot further to fall. If the index trades at 19 times 2022 earnings of $207, the S&amp;P 500 would trade at 3914, about 10% lower than its current level. If EPS is lower than that because of supply chain problems, the market could fall even harder. Wilson’s worst-case scenario estimate for the index is 3,700 by June, a 15% drop.</p><p><blockquote>将较低的估值与盈利预期的下降结合起来，标普500可能会进一步下跌。如果该指数的交易价格为 2022 年市盈率 207 美元的 19 倍，那么标普500的交易价格将为 3914 点，比当前水平低约 10%。如果由于供应链问题，每股收益低于这个数字，市场可能会下跌得更厉害。威尔逊对该指数的最坏情况估计，到 6 月份，该指数将达到 3700 个，下降 15%。</blockquote></p><p> That means there is still time for investors to play defense. Part of a potential correction would be driven by fears of slower economic growth—and that means investors should own stocks with earnings streams that are less sensitive to changes in economic demand, such as consumer staples, healthcare, utilities, real estate, and telecommunications. History bears that out—when the S&amp;P 500 drops 10%, going back to 1990, those five sectors return about 1%, on average, according to Stifel’s Bannister. “Defensives are a good place to hide if you’re in a September or October coalescing of risks,” says Bannister.</p><p><blockquote>这意味着投资者仍有时间进行防御。潜在调整的一部分将是由对经济增长放缓的担忧驱动的，这意味着投资者应该持有收益流对经济需求变化不太敏感的股票，例如必需消费品、医疗保健、公用事业、房地产和电信。历史证明了这一点--根据 Stifel 的 Bannister 的数据，当标普500在 1990 年下跌 10% 时，这五个行业的平均回报率约为 1%。“班尼斯特说：”如果你身处九月或十月的风险集中时期，防御工事是一个很好的藏身之处。</blockquote></p><p> Of course, there’s one more place investors can hide: cash. Not only does cash enable investors to load up on stocks when they dip, but if stock and Treasury prices fall, cash will hold its value save for the impact of inflation. The “least attractive asset is sometimes the best asset,” Bannister says.</p><p><blockquote>当然，投资者还可以藏一个地方：现金。现金不仅可以让投资者在股票下跌时买入，而且如果股票和国债价格下跌，除了通货膨胀的影响外，现金将保持其价值。班尼斯特说，“最没有吸引力的资产有时就是最好的资产”。</blockquote></p><p> Sometimes, it’s better to be safe than sorry.</p><p><blockquote>有时候，安全总比后悔好。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Stock Market Tanked Monday—and What to Do About It<blockquote>为什么周一股市暴跌——以及该怎么做</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Stock Market Tanked Monday—and What to Do About It<blockquote>为什么周一股市暴跌——以及该怎么做</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-21 18:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market tanked—and a correction may be in the offing. While China Evergrande is getting all the attention, the real problem might be risks to earnings and valuations.</p><p><blockquote>股市暴跌——调整可能即将到来。虽然中国恒大受到了所有关注，但真正的问题可能是盈利和估值面临的风险。</blockquote></p><p> The S&amp;P 500 dropped 1.7% Monday, and the index is down 3.9% from its all-time high. That may just be the beginning, says Barry Bannister, Stifel’s chief equity strategist, who calls for the S&amp;P 500 to drop as much as 15% this year. “It’s the coalescing of multiple risks in the fourth quarter that cause us to be cautious through September and October,” Bannister says.</p><p><blockquote>标普500周一下跌1.7%，该指数较历史高点下跌3.9%。Stifel 首席股票策略师 Barry Bannister 说，这可能仅仅是个开始，他预计标普500今年将下跌 15%。“班尼斯特说：”正是第四季度多种风险的合并，让我们在 9 月和 10 月保持谨慎。</blockquote></p><p> While Evergrande gets the headlines, the bigger problem right now might be U.S. earnings. The companies in the S&amp;P 500 are expected to earn $217.95 in 2022, up 9.4% from 2021, but there’s plenty of downside risk.</p><p><blockquote>虽然恒大成为头条新闻，但现在更大的问题可能是美国的盈利。标普500公司 2022 年的盈利预计为 217.95 美元，比 2021 年增长 9.4%，但下行风险很大。</blockquote></p><p> Supply-chain constraints are hampering companies’ ability to meet sales expectations, while costs continue to rise. Companies from industrial-materials maker PPG Industries (ticker: PPG) to home builder PulteGroup (PHM), have announced that sales and profits for 2021 won’t meet expectations. Investors will get a clearer picture of the supply chain issue when companies report their quarterly earnings this fall.</p><p><blockquote>供应链限制阻碍了公司满足销售预期的能力，而成本却在不断上升。从工业材料制造商 PPG Industries（股票代码：PPG）到住宅建筑商 PulteGroup（PHM）等公司都宣布，2021 年的销售额和利润将达不到预期。当公司今年秋天公布季度收益时，投资者将更清楚地了解供应链问题。</blockquote></p><p> “One question that’s going to start creeping in once we get to the third quarter is how much of the supply chain disruptions and inability to meet demand is going hit companies’ bottom lines,” says Yung Yu Ma, chief investment strategist at BMO Capital Markets. “That’s becoming much more acute.”</p><p><blockquote>“蒙特利尔银行资本市场（BMO Capital Markets）首席投资策略师马勇宇（Yung Yu Ma）说：”一旦进入第三季度，就会开始出现一个问题，那就是供应链中断和无法满足需求会在多大程度上影响公司的底线。“情况变得更加严重了。”</blockquote></p><p> The other risk to profits that markets have largely ignored is higher corporate taxes. Goldman Sachs strategists say 2022 earnings per share on the S&amp;P 500 could fall roughly 5% with a corporate tax hike to 25% from the current 21%—and House Democrats recently proposed an increase to 26.5%. With aggregate 2022 analyst estimates for S&amp;P 500 EPS at $217.95, therefore, EPS could fall to $207. At a current 21 times, the index could drop 5% on a corporate tax hike—assuming the forward earnings multiple remains the same.</p><p><blockquote>市场基本上忽视的另一个利润风险是更高的公司税。高盛策略师表示，随着公司税从目前的 21% 提高到 25%，标普500 2022 年每股收益可能会下降约 5%，众议院民主党人最近提议将税率提高到 26.5%。因此，分析师对标普500 2022 年每股收益的总预期为 217.95 美元，每股收益可能会降至 207 美元。假设未来市盈率保持不变，目前该指数为 21 倍，如果企业增税，该指数可能会下跌 5%。</blockquote></p><p> There’s a good chance it won’t. One major reason the S&amp;P 500’s average valuation is above its prepandemic level of 19 times—it currently trades at 20.4 times 12-month forward earnings—is because the 10-year Treasury yield has fallen to 1.31% from 1.8% before the pandemic. Lower bond yields make future profits more valuable.</p><p><blockquote>很有可能不会。标普500的平均估值比大流行前的水平高出 19 倍（目前 12 个月远期市盈率为 20.4 倍）的一个主要原因是，10 年期国债收益率已从大流行前的 1.8% 降至 1.31%。较低的债券收益率使未来利润更有价值。</blockquote></p><p> There’s a good chance yields are heading higher. The Federal Reserve has recently been buying tens of billions of dollars in Treasury bonds a month, driving bond prices up and yields down. But the central bank is now signaling it will wind that program down as soon as this year to zero dollars within a few quarters, which means less money into bonds, lower prices, and higher yields. (We’ll learn more Wednesday when the Fed releases its monetary policy statement.) That catalyst could drive the 10-year Treasury yield back up to 1.8% by year-end and the S&amp;P 500’s multiple down to 19 times, writes Mike Wilson, chief U.S. equity strategist at Morgan Stanley.</p><p><blockquote>收益率很有可能会走高。美联储最近每月购买数百亿美元的国债，推动债券价格上涨，收益率下降。但央行现在表示，最早将在今年将该计划缩减至几个季度内的零美元，这意味着投入债券的资金减少、价格降低和收益率提高。摩根士丹利（Morgan Stanley）首席美国股票策略师 Mike Wilson 写道，这一催化剂可能会推动 10 年期国债收益率在年底前回升至 1.8%，并将标普500市盈率降至 19 倍。</blockquote></p><p> Combine the lower valuations with the drop in earnings estimates and the S&amp;P 500 could have a lot further to fall. If the index trades at 19 times 2022 earnings of $207, the S&amp;P 500 would trade at 3914, about 10% lower than its current level. If EPS is lower than that because of supply chain problems, the market could fall even harder. Wilson’s worst-case scenario estimate for the index is 3,700 by June, a 15% drop.</p><p><blockquote>将较低的估值与盈利预期的下降结合起来，标普500可能会进一步下跌。如果该指数的交易价格为 2022 年市盈率 207 美元的 19 倍，那么标普500的交易价格将为 3914 点，比当前水平低约 10%。如果由于供应链问题，每股收益低于这个数字，市场可能会下跌得更厉害。威尔逊对该指数的最坏情况估计，到 6 月份，该指数将达到 3700 个，下降 15%。</blockquote></p><p> That means there is still time for investors to play defense. Part of a potential correction would be driven by fears of slower economic growth—and that means investors should own stocks with earnings streams that are less sensitive to changes in economic demand, such as consumer staples, healthcare, utilities, real estate, and telecommunications. History bears that out—when the S&amp;P 500 drops 10%, going back to 1990, those five sectors return about 1%, on average, according to Stifel’s Bannister. “Defensives are a good place to hide if you’re in a September or October coalescing of risks,” says Bannister.</p><p><blockquote>这意味着投资者仍有时间进行防御。潜在调整的一部分将是由对经济增长放缓的担忧驱动的，这意味着投资者应该持有收益流对经济需求变化不太敏感的股票，例如必需消费品、医疗保健、公用事业、房地产和电信。历史证明了这一点--根据 Stifel 的 Bannister 的数据，当标普500在 1990 年下跌 10% 时，这五个行业的平均回报率约为 1%。“班尼斯特说：”如果你身处九月或十月的风险集中时期，防御工事是一个很好的藏身之处。</blockquote></p><p> Of course, there’s one more place investors can hide: cash. Not only does cash enable investors to load up on stocks when they dip, but if stock and Treasury prices fall, cash will hold its value save for the impact of inflation. The “least attractive asset is sometimes the best asset,” Bannister says.</p><p><blockquote>当然，投资者还可以藏一个地方：现金。现金不仅可以让投资者在股票下跌时买入，而且如果股票和国债价格下跌，除了通货膨胀的影响外，现金将保持其价值。班尼斯特说，“最没有吸引力的资产有时就是最好的资产”。</blockquote></p><p> Sometimes, it’s better to be safe than sorry.</p><p><blockquote>有时候，安全总比后悔好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/stock-market-correction-china-evergrande-51632171467?mod=mw_latestnews\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/articles/stock-market-correction-china-evergrande-51632171467?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173746472","content_text":"The stock market tanked—and a correction may be in the offing. While China Evergrande is getting all the attention, the real problem might be risks to earnings and valuations.\nThe S&P 500 dropped 1.7% Monday, and the index is down 3.9% from its all-time high. That may just be the beginning, says Barry Bannister, Stifel’s chief equity strategist, who calls for the S&P 500 to drop as much as 15% this year. “It’s the coalescing of multiple risks in the fourth quarter that cause us to be cautious through September and October,” Bannister says.\nWhile Evergrande gets the headlines, the bigger problem right now might be U.S. earnings. The companies in the S&P 500 are expected to earn $217.95 in 2022, up 9.4% from 2021, but there’s plenty of downside risk.\nSupply-chain constraints are hampering companies’ ability to meet sales expectations, while costs continue to rise. Companies from industrial-materials maker PPG Industries (ticker: PPG) to home builder PulteGroup (PHM), have announced that sales and profits for 2021 won’t meet expectations. Investors will get a clearer picture of the supply chain issue when companies report their quarterly earnings this fall.\n“One question that’s going to start creeping in once we get to the third quarter is how much of the supply chain disruptions and inability to meet demand is going hit companies’ bottom lines,” says Yung Yu Ma, chief investment strategist at BMO Capital Markets. “That’s becoming much more acute.”\nThe other risk to profits that markets have largely ignored is higher corporate taxes. Goldman Sachs strategists say 2022 earnings per share on the S&P 500 could fall roughly 5% with a corporate tax hike to 25% from the current 21%—and House Democrats recently proposed an increase to 26.5%. With aggregate 2022 analyst estimates for S&P 500 EPS at $217.95, therefore, EPS could fall to $207. At a current 21 times, the index could drop 5% on a corporate tax hike—assuming the forward earnings multiple remains the same.\nThere’s a good chance it won’t. One major reason the S&P 500’s average valuation is above its prepandemic level of 19 times—it currently trades at 20.4 times 12-month forward earnings—is because the 10-year Treasury yield has fallen to 1.31% from 1.8% before the pandemic. Lower bond yields make future profits more valuable.\nThere’s a good chance yields are heading higher. The Federal Reserve has recently been buying tens of billions of dollars in Treasury bonds a month, driving bond prices up and yields down. But the central bank is now signaling it will wind that program down as soon as this year to zero dollars within a few quarters, which means less money into bonds, lower prices, and higher yields. (We’ll learn more Wednesday when the Fed releases its monetary policy statement.) That catalyst could drive the 10-year Treasury yield back up to 1.8% by year-end and the S&P 500’s multiple down to 19 times, writes Mike Wilson, chief U.S. equity strategist at Morgan Stanley.\nCombine the lower valuations with the drop in earnings estimates and the S&P 500 could have a lot further to fall. If the index trades at 19 times 2022 earnings of $207, the S&P 500 would trade at 3914, about 10% lower than its current level. If EPS is lower than that because of supply chain problems, the market could fall even harder. Wilson’s worst-case scenario estimate for the index is 3,700 by June, a 15% drop.\nThat means there is still time for investors to play defense. Part of a potential correction would be driven by fears of slower economic growth—and that means investors should own stocks with earnings streams that are less sensitive to changes in economic demand, such as consumer staples, healthcare, utilities, real estate, and telecommunications. History bears that out—when the S&P 500 drops 10%, going back to 1990, those five sectors return about 1%, on average, according to Stifel’s Bannister. “Defensives are a good place to hide if you’re in a September or October coalescing of risks,” says Bannister.\nOf course, there’s one more place investors can hide: cash. Not only does cash enable investors to load up on stocks when they dip, but if stock and Treasury prices fall, cash will hold its value save for the impact of inflation. The “least attractive asset is sometimes the best asset,” Bannister says.\nSometimes, it’s better to be safe than sorry.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869097231,"gmtCreate":1632225578423,"gmtModify":1632801971021,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/869097231","repostId":"1152381132","repostType":2,"repost":{"id":"1152381132","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632223927,"share":"https://www.laohunote.com/m/news/1152381132?lang=zh_CN&edition=full","pubTime":"2021-09-21 19:32","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152381132","media":"Tiger Newspress","summary":"U.S. stock futures are up.\nOil ends days of losses.\nKey central bank meetings this week in US, Brita","content":"<p><ul>  <li>U.S. stock futures are up.</li>  <li>Oil ends days of losses.</li>  <li>Key central bank meetings this week in US, Britain, Japan.</li> </ul> (Sept 21)&nbsp;U.S. stock futures are up,&nbsp;suggesting markets are poised to rebound&nbsp;a day after concerns about China’s property sector helped fuel a global selloff in stocks and commodities.</p><p><blockquote><ul><li>美国股指期货上涨。</li><li>石油结束了连日的亏损。</li><li>本周美国、英国和日本将召开重要的央行会议。</li></ul>（9月21日）美国股票期货上涨，表明市场有望反弹，此前一天，对中国房地产行业的担忧助长了全球股市和大宗商品的抛售。</blockquote></p><p> At 7:37 a.m. ET, Dow e-minis were up 259 points, or 0.77%, S&amp;P 500 e-minis gained 31.25 points, or 0.72%, and Nasdaq 100 e-minis jumped 109&nbsp;points, or 0.73%.</p><p><blockquote>美国东部时间上午 7:37，道琼斯电子迷你指数上涨 259 点，涨幅 0.77%，标普500电子迷你指数上涨 31.25 点，涨幅 0.72%，纳斯达克 100 电子迷你指数上涨 109 点，涨幅 0.73%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7fffdf1b0c371cce64957069d1ca4fc9\" tg-width=\"1235\" tg-height=\"515\" referrerpolicy=\"no-referrer\">Vix's decline has narrowed, and VIX is currently down by 9.33%.</p><p><blockquote>VIX跌幅收窄，目前VIX下跌9.33%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0b75218effa7b005d0ef2ecef92e270e\" tg-width=\"1110\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><b>What to Watch When the Stock Market Opens Today:</b></p><p><blockquote><b>今天股市开盘看什么：</b></blockquote></p><p> <ul>  <li>U.S.-listed Chinese stocks start to recover from Monday’s slump in&nbsp;premarket&nbsp;trading as the global selloff moderates. Alibaba (BABA US), Baidu (BIDU US), Nio (NIO US), Tencent Music (TME US)and Bilibili (BILI US) are among the gainers.</li>  <li><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies&nbsp;rose 3.9% before the bell. The ride-hailing firm said it expects toreach a measure of profitability in the current quarter, months earlier than previously expected.</li>  <li>Uber’s riva&nbsp;lLyft&nbsp;added 1.9% in premarket trading.</li>  <li><a href=\"https://laohu8.com/S/USB\">U.S. Bancorp</a>&nbsp;shares edged up 0.9% after the lender said it had agreed to buy MUFG Union Bank, which operates about 300 branches mainly on the <a href=\"https://laohu8.com/S/WSTC\">West</a> Coast, for about $8 billion.</li>  <li><a href=\"https://laohu8.com/S/LEN\">Lennar</a> .&nbsp;fell more than 3% in premarket trading. The homebuilder said its third-quarter earnings were hurt by supply-chain challenges that show no sign of easing.</li>  <li><a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>&nbsp;ticked up 1% after the oil-and-gas company said it hadagreed to buy all of <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Dutch Shell’s assets in the Permian Basinfor about $9.5 billion in cash. Shell investors cheered the deal: U.S.-listed shares jumped almost 5%.</li>  <li><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum,&nbsp;<a href=\"https://laohu8.com/S/DVN\">Devon</a> EnergyDVN-5.40%andPhillips 66PSX-2.65%rose in premarket trading as oil prices rallied and theenergy sector looked set to rebound from a broad selloff.</li>  <li><a href=\"https://laohu8.com/S/DOW\">Dow Chemical</a> gained more than 3%. Shares of the chemicals giant have been on a downtrend since June. Chief Executive Jim Fitterling told The Wall Street Journal last month he wants to knowhow Congress plans to pay for a proposed move to zero-carbon emission electricity.</li>  <li><a href=\"https://laohu8.com/S/VRCA\">Verrica Pharmaceuticals Inc.</a> plunges 30% in&nbsp;premarket&nbsp;trading after failing to get FDA approval for VP-102 for the treatment of molluscum contagiosum</li>  <li><a href=\"https://laohu8.com/S/RWLK\">ReWalk Robotics</a> shares jump 43% in U.S.&nbsp;premarket&nbsp;trading amid a spike in volume in the stock. Being discussed on StockTwits.</li>  <li><a href=\"https://laohu8.com/S/APRE\">Aprea Therapeutics, Inc.</a> gains 21% in U.S.&nbsp;premarket&nbsp;trading after the company reported complete remission in a bladder cancer patient in Phase 1/2 clinical trial of eprenetapopt in combination with pembrolizumab.</li>  <li><a href=\"https://laohu8.com/S/SDC\">SmileDirectClub, Inc.</a> slightly higher in&nbsp;premarket&nbsp;trading after it said on Monday that it plans to enter France with an initial location in Paris.</li>  <li><a href=\"https://laohu8.com/S/KAR\">KAR Auction</a> shares fell 4.6% in post-market trading on Monday after the company withdrew is full-year financial outlook citing disruption caused by chip shortage.</li>  <li><a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a> shares jumped 4.5% in Monday postmarket trading, after the company said basketball legend Michael Jordan will serve as a special adviser to its board and also increase his investment in the sports betting and entertainment services provider, effective immediately.</li>  <li><a href=\"https://laohu8.com/S/OEG\">Orbital Energy Group</a> gained 6% postmarket Monday after a unit won a contract &nbsp;to construct 1,910 miles of rural broadband network in Virginia. Terms were not disclosed.</li> </ul> <b>Bitcoin</b> prices stabilized after tumbling on Monday,when investors ditched riskier and speculative assets.</p><p><blockquote><ul><li>随着全球抛售放缓，在美国上市的中国股票开始从周一盘前交易的暴跌中复苏。阿里巴巴-SW（BABA US）、百度（BIDU US）、蔚来（蔚来US）、腾讯控股音乐（TME US）和哔哩哔哩（BILI US）等涨幅居前。</li><li><a href=\"https://laohu8.com/S/UBER\">优步</a>科技股盘前上涨 3.9%。这家网约车公司表示，预计本季度将达到盈利水平，比之前预期提前几个月。</li><li>Uber 旗下的 riva lLyft 在盘前交易中上涨了 1.9%。</li><li><a href=\"https://laohu8.com/S/USB\">合众银行</a>该银行表示已同意收购 MUFG Union Bank，该银行主要在<a href=\"https://laohu8.com/S/WSTC\">西方</a>海岸，价值约 80 亿美元。</li><li><a href=\"https://laohu8.com/S/LEN\">伦纳</a>.盘前交易中下跌超过3%。该房屋建筑商表示，其第三季度盈利受到供应链挑战的损害，且没有缓解的迹象。</li><li><a href=\"https://laohu8.com/S/COP\">康菲石油公司</a>这家石油和天然气公司表示已同意收购所有<a href=\"https://laohu8.com/S/RGLD\">皇家的</a>荷兰壳牌公司在二叠纪盆地的资产价值约 95 亿美元现金。壳牌投资者对这笔交易欢呼雀跃：美国上市股票上涨近 5%。</li><li><a href=\"https://laohu8.com/S/OXY\">西方</a>石油，<a href=\"https://laohu8.com/S/DVN\">德文郡</a>EnergyDVN-5.40% 和 Phillips 66PSX-2.65% 随着油价上涨以及能源行业似乎将从广泛抛售中反弹，在盘前交易中上涨。</li><li><a href=\"https://laohu8.com/S/DOW\">陶氏化学</a>涨幅超过3%。这家化工巨头的股价自六月以来一直呈下跌趋势。首席执行官吉姆·菲特林 (Jim Fitterling) 上个月告诉《华尔街日报》，他想了解国会计划如何支付向零碳排放电力转变的费用。</li><li><a href=\"https://laohu8.com/S/VRCA\">维里卡制药公司。</a>VP-102 治疗传染性软疣未能获得 FDA 批准后，盘前交易暴跌 30%</li><li><a href=\"https://laohu8.com/S/RWLK\">ReWalk机器人</a>由于该股成交量飙升，美国盘前交易中股价上涨 43%。在StockTwits上讨论。</li><li><a href=\"https://laohu8.com/S/APRE\">Aprea治疗公司。</a>在该公司报告 eprenetapopt 联合派姆单抗的 1/2 期临床试验中，一名膀胱癌患者完全缓解后，该公司在美国上市前交易中上涨 21%。</li><li><a href=\"https://laohu8.com/S/SDC\">微笑直接俱乐部公司。</a>该公司周一表示计划进军法国，最初设在巴黎，盘前交易小幅走高。</li><li><a href=\"https://laohu8.com/S/KAR\">卡尔拍卖</a>该公司以芯片短缺造成的干扰为由撤回了全年财务展望，周一盘后交易中股价下跌 4.6%。</li><li><a href=\"https://laohu8.com/S/SRAD\">体育雷达集团公司</a>该公司表示，篮球传奇人物迈克尔·乔丹将担任董事会特别顾问，并增加对这家体育博彩和娱乐服务提供商的投资，该公司股价在周一盘后交易中上涨 4.5%，立即生效。</li><li><a href=\"https://laohu8.com/S/OEG\">轨道能量组</a>周一盘后上涨 6%，此前一家公司赢得了在弗吉尼亚州建设 1,910 英里农村宽带网络的合同。条款没有披露。</li></ul><b>比特币</b>由于投资者抛弃了风险较高和投机性资产，价格在周一暴跌后趋于稳定。</blockquote></p><p></p><p> <b>In FX, </b>the Bloomberg Dollar Spot Index inched lower and the greenback fell versus most of its Group-of-10 peers as a selloff in global stocks over the past two sessions abated; the euro hovered while commodity currencies led by the Norwegian krone were the best performers amid an advance in crude oil prices. Sweden’s krona was little changed after the Riksbank steered clear of signaling any post-pandemic tightening, as it remains unconvinced that a recent surge in inflation will last. The pound bucked a three-day losing streak as global risk appetite revived, while investors look to Thursday’s Bank of England meeting for policy clues. The yen erased earlier gains as signs that risk appetite is stabilizing damped demand for haven assets. At the same time, losses were capped due to uncertainty over China’s handling of the Evergrande debt crisis.</p><p><blockquote><b>在外汇中，</b>由于过去两个交易日全球股市的抛售有所减弱，彭博美元现货指数小幅走低，美元兑大多数 10 国集团货币下跌；在原油价格上涨的情况下，欧元徘徊，而以挪威克朗为首的大宗商品货币表现最佳。瑞典央行没有发出大流行后任何紧缩政策的信号，因此瑞典克朗几乎没有变化，因为它仍然不相信最近的通胀飙升会持续下去。随着全球风险偏好的回升，英镑扭转了连续三天的下跌局面，而投资者则在关注周四的英国央行会议，寻找政策线索。日元抹去了早些时候的涨幅，有迹象表明风险偏好正在稳定避险资产需求的疲软。与此同时，由于中国处理恒大债务危机的不确定性，损失被限制。</blockquote></p><p> <b>In rates, </b>Treasuries were lower, although off worst levels of the day as U.S. stock futures recover around half of Monday’s losses while European equities trade with a strong bid tone. Yields are cheaper by up to 2.5bp across long-end of the curve, steepening 5s30s spread by 1.2bp;<b>10-year yields around 1.3226%,</b>cheaper by 1.5bp on the day, lagging bunds and gilts by 1bp-2bp. The long-end of the curve lags ahead of $24b 20-year bond reopening. Treasury will auction $24b 20-year bonds in first reopening at 1pm ET; WI yield ~1.82% is below auction stops since January and ~3bp richer than last month’s new-issue result</p><p><blockquote><b>在费率上，</b>美国国债走低，尽管脱离了当天最差的水平，因为美国股指期货收复了周一跌幅的一半左右，而欧洲股市则以强劲的买盘基调交易。曲线长端收益率最多便宜 2.5bp，5s30s 价差陡峭 1.2bp；<b>10年期收益率约为1.3226%，</b>当天下跌 1.5bp，落后德国国债和英国国债 1bp-2bp。曲线的长端滞后于 24b 美元 20 年期债券重新开放。财政部将在美国东部时间下午 1 点首次重新开盘时拍卖 24b 美元的 20 年期债券；自 1 月份以来，WI 收益率约为 1.82%，低于拍卖止损，比上个月的新发行结果高出约 3 个基点。</blockquote></p><p> <b>In commodities, </b>crude futures rose, with the front month WTI up 1.5% near $71.50. Brent stalls near $75. Spot gold trades a narrow range near $1,765/oz. Base metals are mostly in the green with LME aluminum the best performer</p><p><blockquote><b>在大宗商品方面，</b>原油期货上涨，近月 WTI 上涨 1.5%，接近 71.50 美元。布伦特原油价格徘徊在 75 美元附近。现货黄金交易价格窄幅接近 1,765 美元/盎司。基本金属大多上涨，LME 铝业表现最佳</blockquote></p><p> Looking at the day ahead now, and data releases include US housing starts and building permits for August, along with the UK public finances for September. From central banks, we’ll hear from ECB Vice President de Guindos. Otherwise, the General Debate will begin at the UN General Assembly, and the OECD publishes their Interim Economic Outlook.</p><p><blockquote>展望未来，数据发布包括美国 8 月份的新屋开工和建筑许可，以及英国 9 月份的公共财政。在中央银行方面，我们将听取欧洲央行副行长德金多斯的发言。否则，一般性辩论将在联合国大会开始，经合组织将发布其中期经济展望。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-21 19:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li>U.S. stock futures are up.</li>  <li>Oil ends days of losses.</li>  <li>Key central bank meetings this week in US, Britain, Japan.</li> </ul> (Sept 21)&nbsp;U.S. stock futures are up,&nbsp;suggesting markets are poised to rebound&nbsp;a day after concerns about China’s property sector helped fuel a global selloff in stocks and commodities.</p><p><blockquote><ul><li>美国股指期货上涨。</li><li>石油结束了连日的亏损。</li><li>本周美国、英国和日本将召开重要的央行会议。</li></ul>（9月21日）美国股票期货上涨，表明市场有望反弹，此前一天，对中国房地产行业的担忧助长了全球股市和大宗商品的抛售。</blockquote></p><p> At 7:37 a.m. ET, Dow e-minis were up 259 points, or 0.77%, S&amp;P 500 e-minis gained 31.25 points, or 0.72%, and Nasdaq 100 e-minis jumped 109&nbsp;points, or 0.73%.</p><p><blockquote>美国东部时间上午 7:37，道琼斯电子迷你指数上涨 259 点，涨幅 0.77%，标普500电子迷你指数上涨 31.25 点，涨幅 0.72%，纳斯达克 100 电子迷你指数上涨 109 点，涨幅 0.73%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7fffdf1b0c371cce64957069d1ca4fc9\" tg-width=\"1235\" tg-height=\"515\" referrerpolicy=\"no-referrer\">Vix's decline has narrowed, and VIX is currently down by 9.33%.</p><p><blockquote>VIX跌幅收窄，目前VIX下跌9.33%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0b75218effa7b005d0ef2ecef92e270e\" tg-width=\"1110\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><b>What to Watch When the Stock Market Opens Today:</b></p><p><blockquote><b>今天股市开盘看什么：</b></blockquote></p><p> <ul>  <li>U.S.-listed Chinese stocks start to recover from Monday’s slump in&nbsp;premarket&nbsp;trading as the global selloff moderates. Alibaba (BABA US), Baidu (BIDU US), Nio (NIO US), Tencent Music (TME US)and Bilibili (BILI US) are among the gainers.</li>  <li><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies&nbsp;rose 3.9% before the bell. The ride-hailing firm said it expects toreach a measure of profitability in the current quarter, months earlier than previously expected.</li>  <li>Uber’s riva&nbsp;lLyft&nbsp;added 1.9% in premarket trading.</li>  <li><a href=\"https://laohu8.com/S/USB\">U.S. Bancorp</a>&nbsp;shares edged up 0.9% after the lender said it had agreed to buy MUFG Union Bank, which operates about 300 branches mainly on the <a href=\"https://laohu8.com/S/WSTC\">West</a> Coast, for about $8 billion.</li>  <li><a href=\"https://laohu8.com/S/LEN\">Lennar</a> .&nbsp;fell more than 3% in premarket trading. The homebuilder said its third-quarter earnings were hurt by supply-chain challenges that show no sign of easing.</li>  <li><a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>&nbsp;ticked up 1% after the oil-and-gas company said it hadagreed to buy all of <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Dutch Shell’s assets in the Permian Basinfor about $9.5 billion in cash. Shell investors cheered the deal: U.S.-listed shares jumped almost 5%.</li>  <li><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum,&nbsp;<a href=\"https://laohu8.com/S/DVN\">Devon</a> EnergyDVN-5.40%andPhillips 66PSX-2.65%rose in premarket trading as oil prices rallied and theenergy sector looked set to rebound from a broad selloff.</li>  <li><a href=\"https://laohu8.com/S/DOW\">Dow Chemical</a> gained more than 3%. Shares of the chemicals giant have been on a downtrend since June. Chief Executive Jim Fitterling told The Wall Street Journal last month he wants to knowhow Congress plans to pay for a proposed move to zero-carbon emission electricity.</li>  <li><a href=\"https://laohu8.com/S/VRCA\">Verrica Pharmaceuticals Inc.</a> plunges 30% in&nbsp;premarket&nbsp;trading after failing to get FDA approval for VP-102 for the treatment of molluscum contagiosum</li>  <li><a href=\"https://laohu8.com/S/RWLK\">ReWalk Robotics</a> shares jump 43% in U.S.&nbsp;premarket&nbsp;trading amid a spike in volume in the stock. Being discussed on StockTwits.</li>  <li><a href=\"https://laohu8.com/S/APRE\">Aprea Therapeutics, Inc.</a> gains 21% in U.S.&nbsp;premarket&nbsp;trading after the company reported complete remission in a bladder cancer patient in Phase 1/2 clinical trial of eprenetapopt in combination with pembrolizumab.</li>  <li><a href=\"https://laohu8.com/S/SDC\">SmileDirectClub, Inc.</a> slightly higher in&nbsp;premarket&nbsp;trading after it said on Monday that it plans to enter France with an initial location in Paris.</li>  <li><a href=\"https://laohu8.com/S/KAR\">KAR Auction</a> shares fell 4.6% in post-market trading on Monday after the company withdrew is full-year financial outlook citing disruption caused by chip shortage.</li>  <li><a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a> shares jumped 4.5% in Monday postmarket trading, after the company said basketball legend Michael Jordan will serve as a special adviser to its board and also increase his investment in the sports betting and entertainment services provider, effective immediately.</li>  <li><a href=\"https://laohu8.com/S/OEG\">Orbital Energy Group</a> gained 6% postmarket Monday after a unit won a contract &nbsp;to construct 1,910 miles of rural broadband network in Virginia. Terms were not disclosed.</li> </ul> <b>Bitcoin</b> prices stabilized after tumbling on Monday,when investors ditched riskier and speculative assets.</p><p><blockquote><ul><li>随着全球抛售放缓，在美国上市的中国股票开始从周一盘前交易的暴跌中复苏。阿里巴巴-SW（BABA US）、百度（BIDU US）、蔚来（蔚来US）、腾讯控股音乐（TME US）和哔哩哔哩（BILI US）等涨幅居前。</li><li><a href=\"https://laohu8.com/S/UBER\">优步</a>科技股盘前上涨 3.9%。这家网约车公司表示，预计本季度将达到盈利水平，比之前预期提前几个月。</li><li>Uber 旗下的 riva lLyft 在盘前交易中上涨了 1.9%。</li><li><a href=\"https://laohu8.com/S/USB\">合众银行</a>该银行表示已同意收购 MUFG Union Bank，该银行主要在<a href=\"https://laohu8.com/S/WSTC\">西方</a>海岸，价值约 80 亿美元。</li><li><a href=\"https://laohu8.com/S/LEN\">伦纳</a>.盘前交易中下跌超过3%。该房屋建筑商表示，其第三季度盈利受到供应链挑战的损害，且没有缓解的迹象。</li><li><a href=\"https://laohu8.com/S/COP\">康菲石油公司</a>这家石油和天然气公司表示已同意收购所有<a href=\"https://laohu8.com/S/RGLD\">皇家的</a>荷兰壳牌公司在二叠纪盆地的资产价值约 95 亿美元现金。壳牌投资者对这笔交易欢呼雀跃：美国上市股票上涨近 5%。</li><li><a href=\"https://laohu8.com/S/OXY\">西方</a>石油，<a href=\"https://laohu8.com/S/DVN\">德文郡</a>EnergyDVN-5.40% 和 Phillips 66PSX-2.65% 随着油价上涨以及能源行业似乎将从广泛抛售中反弹，在盘前交易中上涨。</li><li><a href=\"https://laohu8.com/S/DOW\">陶氏化学</a>涨幅超过3%。这家化工巨头的股价自六月以来一直呈下跌趋势。首席执行官吉姆·菲特林 (Jim Fitterling) 上个月告诉《华尔街日报》，他想了解国会计划如何支付向零碳排放电力转变的费用。</li><li><a href=\"https://laohu8.com/S/VRCA\">维里卡制药公司。</a>VP-102 治疗传染性软疣未能获得 FDA 批准后，盘前交易暴跌 30%</li><li><a href=\"https://laohu8.com/S/RWLK\">ReWalk机器人</a>由于该股成交量飙升，美国盘前交易中股价上涨 43%。在StockTwits上讨论。</li><li><a href=\"https://laohu8.com/S/APRE\">Aprea治疗公司。</a>在该公司报告 eprenetapopt 联合派姆单抗的 1/2 期临床试验中，一名膀胱癌患者完全缓解后，该公司在美国上市前交易中上涨 21%。</li><li><a href=\"https://laohu8.com/S/SDC\">微笑直接俱乐部公司。</a>该公司周一表示计划进军法国，最初设在巴黎，盘前交易小幅走高。</li><li><a href=\"https://laohu8.com/S/KAR\">卡尔拍卖</a>该公司以芯片短缺造成的干扰为由撤回了全年财务展望，周一盘后交易中股价下跌 4.6%。</li><li><a href=\"https://laohu8.com/S/SRAD\">体育雷达集团公司</a>该公司表示，篮球传奇人物迈克尔·乔丹将担任董事会特别顾问，并增加对这家体育博彩和娱乐服务提供商的投资，该公司股价在周一盘后交易中上涨 4.5%，立即生效。</li><li><a href=\"https://laohu8.com/S/OEG\">轨道能量组</a>周一盘后上涨 6%，此前一家公司赢得了在弗吉尼亚州建设 1,910 英里农村宽带网络的合同。条款没有披露。</li></ul><b>比特币</b>由于投资者抛弃了风险较高和投机性资产，价格在周一暴跌后趋于稳定。</blockquote></p><p></p><p> <b>In FX, </b>the Bloomberg Dollar Spot Index inched lower and the greenback fell versus most of its Group-of-10 peers as a selloff in global stocks over the past two sessions abated; the euro hovered while commodity currencies led by the Norwegian krone were the best performers amid an advance in crude oil prices. Sweden’s krona was little changed after the Riksbank steered clear of signaling any post-pandemic tightening, as it remains unconvinced that a recent surge in inflation will last. The pound bucked a three-day losing streak as global risk appetite revived, while investors look to Thursday’s Bank of England meeting for policy clues. The yen erased earlier gains as signs that risk appetite is stabilizing damped demand for haven assets. At the same time, losses were capped due to uncertainty over China’s handling of the Evergrande debt crisis.</p><p><blockquote><b>在外汇中，</b>由于过去两个交易日全球股市的抛售有所减弱，彭博美元现货指数小幅走低，美元兑大多数 10 国集团货币下跌；在原油价格上涨的情况下，欧元徘徊，而以挪威克朗为首的大宗商品货币表现最佳。瑞典央行没有发出大流行后任何紧缩政策的信号，因此瑞典克朗几乎没有变化，因为它仍然不相信最近的通胀飙升会持续下去。随着全球风险偏好的回升，英镑扭转了连续三天的下跌局面，而投资者则在关注周四的英国央行会议，寻找政策线索。日元抹去了早些时候的涨幅，有迹象表明风险偏好正在稳定避险资产需求的疲软。与此同时，由于中国处理恒大债务危机的不确定性，损失被限制。</blockquote></p><p> <b>In rates, </b>Treasuries were lower, although off worst levels of the day as U.S. stock futures recover around half of Monday’s losses while European equities trade with a strong bid tone. Yields are cheaper by up to 2.5bp across long-end of the curve, steepening 5s30s spread by 1.2bp;<b>10-year yields around 1.3226%,</b>cheaper by 1.5bp on the day, lagging bunds and gilts by 1bp-2bp. The long-end of the curve lags ahead of $24b 20-year bond reopening. Treasury will auction $24b 20-year bonds in first reopening at 1pm ET; WI yield ~1.82% is below auction stops since January and ~3bp richer than last month’s new-issue result</p><p><blockquote><b>在费率上，</b>美国国债走低，尽管脱离了当天最差的水平，因为美国股指期货收复了周一跌幅的一半左右，而欧洲股市则以强劲的买盘基调交易。曲线长端收益率最多便宜 2.5bp，5s30s 价差陡峭 1.2bp；<b>10年期收益率约为1.3226%，</b>当天下跌 1.5bp，落后德国国债和英国国债 1bp-2bp。曲线的长端滞后于 24b 美元 20 年期债券重新开放。财政部将在美国东部时间下午 1 点首次重新开盘时拍卖 24b 美元的 20 年期债券；自 1 月份以来，WI 收益率约为 1.82%，低于拍卖止损，比上个月的新发行结果高出约 3 个基点。</blockquote></p><p> <b>In commodities, </b>crude futures rose, with the front month WTI up 1.5% near $71.50. Brent stalls near $75. Spot gold trades a narrow range near $1,765/oz. Base metals are mostly in the green with LME aluminum the best performer</p><p><blockquote><b>在大宗商品方面，</b>原油期货上涨，近月 WTI 上涨 1.5%，接近 71.50 美元。布伦特原油价格徘徊在 75 美元附近。现货黄金交易价格窄幅接近 1,765 美元/盎司。基本金属大多上涨，LME 铝业表现最佳</blockquote></p><p> Looking at the day ahead now, and data releases include US housing starts and building permits for August, along with the UK public finances for September. From central banks, we’ll hear from ECB Vice President de Guindos. Otherwise, the General Debate will begin at the UN General Assembly, and the OECD publishes their Interim Economic Outlook.</p><p><blockquote>展望未来，数据发布包括美国 8 月份的新屋开工和建筑许可，以及英国 9 月份的公共财政。在中央银行方面，我们将听取欧洲央行副行长德金多斯的发言。否则，一般性辩论将在联合国大会开始，经合组织将发布其中期经济展望。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","USB":"美国合众银行","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152381132","content_text":"U.S. stock futures are up.\nOil ends days of losses.\nKey central bank meetings this week in US, Britain, Japan.\n\n(Sept 21) U.S. stock futures are up, suggesting markets are poised to rebound a day after concerns about China’s property sector helped fuel a global selloff in stocks and commodities.\nAt 7:37 a.m. ET, Dow e-minis were up 259 points, or 0.77%, S&P 500 e-minis gained 31.25 points, or 0.72%, and Nasdaq 100 e-minis jumped 109 points, or 0.73%.\nVix's decline has narrowed, and VIX is currently down by 9.33%.\nWhat to Watch When the Stock Market Opens Today:\n\nU.S.-listed Chinese stocks start to recover from Monday’s slump in premarket trading as the global selloff moderates. Alibaba (BABA US), Baidu (BIDU US), Nio (NIO US), Tencent Music (TME US)and Bilibili (BILI US) are among the gainers.\nUber Technologies rose 3.9% before the bell. The ride-hailing firm said it expects toreach a measure of profitability in the current quarter, months earlier than previously expected.\nUber’s riva lLyft added 1.9% in premarket trading.\nU.S. Bancorp shares edged up 0.9% after the lender said it had agreed to buy MUFG Union Bank, which operates about 300 branches mainly on the West Coast, for about $8 billion.\nLennar . fell more than 3% in premarket trading. The homebuilder said its third-quarter earnings were hurt by supply-chain challenges that show no sign of easing.\nConocoPhillips ticked up 1% after the oil-and-gas company said it hadagreed to buy all of Royal Dutch Shell’s assets in the Permian Basinfor about $9.5 billion in cash. Shell investors cheered the deal: U.S.-listed shares jumped almost 5%.\nOccidental Petroleum, Devon EnergyDVN-5.40%andPhillips 66PSX-2.65%rose in premarket trading as oil prices rallied and theenergy sector looked set to rebound from a broad selloff.\nDow Chemical gained more than 3%. Shares of the chemicals giant have been on a downtrend since June. Chief Executive Jim Fitterling told The Wall Street Journal last month he wants to knowhow Congress plans to pay for a proposed move to zero-carbon emission electricity.\nVerrica Pharmaceuticals Inc. plunges 30% in premarket trading after failing to get FDA approval for VP-102 for the treatment of molluscum contagiosum\nReWalk Robotics shares jump 43% in U.S. premarket trading amid a spike in volume in the stock. Being discussed on StockTwits.\nAprea Therapeutics, Inc. gains 21% in U.S. premarket trading after the company reported complete remission in a bladder cancer patient in Phase 1/2 clinical trial of eprenetapopt in combination with pembrolizumab.\nSmileDirectClub, Inc. slightly higher in premarket trading after it said on Monday that it plans to enter France with an initial location in Paris.\nKAR Auction shares fell 4.6% in post-market trading on Monday after the company withdrew is full-year financial outlook citing disruption caused by chip shortage.\nSportradar Group AG shares jumped 4.5% in Monday postmarket trading, after the company said basketball legend Michael Jordan will serve as a special adviser to its board and also increase his investment in the sports betting and entertainment services provider, effective immediately.\nOrbital Energy Group gained 6% postmarket Monday after a unit won a contract  to construct 1,910 miles of rural broadband network in Virginia. Terms were not disclosed.\n\nBitcoin prices stabilized after tumbling on Monday,when investors ditched riskier and speculative assets.\nIn FX, the Bloomberg Dollar Spot Index inched lower and the greenback fell versus most of its Group-of-10 peers as a selloff in global stocks over the past two sessions abated; the euro hovered while commodity currencies led by the Norwegian krone were the best performers amid an advance in crude oil prices. Sweden’s krona was little changed after the Riksbank steered clear of signaling any post-pandemic tightening, as it remains unconvinced that a recent surge in inflation will last. The pound bucked a three-day losing streak as global risk appetite revived, while investors look to Thursday’s Bank of England meeting for policy clues. The yen erased earlier gains as signs that risk appetite is stabilizing damped demand for haven assets. At the same time, losses were capped due to uncertainty over China’s handling of the Evergrande debt crisis.\nIn rates, Treasuries were lower, although off worst levels of the day as U.S. stock futures recover around half of Monday’s losses while European equities trade with a strong bid tone. Yields are cheaper by up to 2.5bp across long-end of the curve, steepening 5s30s spread by 1.2bp;10-year yields around 1.3226%,cheaper by 1.5bp on the day, lagging bunds and gilts by 1bp-2bp. The long-end of the curve lags ahead of $24b 20-year bond reopening. Treasury will auction $24b 20-year bonds in first reopening at 1pm ET; WI yield ~1.82% is below auction stops since January and ~3bp richer than last month’s new-issue result\nIn commodities, crude futures rose, with the front month WTI up 1.5% near $71.50. Brent stalls near $75. Spot gold trades a narrow range near $1,765/oz. Base metals are mostly in the green with LME aluminum the best performer\nLooking at the day ahead now, and data releases include US housing starts and building permits for August, along with the UK public finances for September. From central banks, we’ll hear from ECB Vice President de Guindos. Otherwise, the General Debate will begin at the UN General Assembly, and the OECD publishes their Interim Economic Outlook.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"USB":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887927032,"gmtCreate":1631962191026,"gmtModify":1632805066239,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887927032","repostId":"2168553579","repostType":2,"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884129490,"gmtCreate":1631869283910,"gmtModify":1631892034843,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884129490","repostId":"1189230305","repostType":2,"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885173505,"gmtCreate":1631771070407,"gmtModify":1631892034846,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885173505","repostId":"1121760493","repostType":2,"repost":{"id":"1121760493","kind":"news","pubTimestamp":1631762517,"share":"https://www.laohunote.com/m/news/1121760493?lang=zh_CN&edition=full","pubTime":"2021-09-16 11:21","market":"us","language":"en","title":"Ray Dalio: Cash Is Trash, But Don't Over do It on Stocks<blockquote>雷·达里奥：现金是垃圾，但不要过度投资股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121760493","media":"Thestreet","summary":"Rising inflation and low interest rates are creating risks for investors, but cash isn’t the answer,","content":"<p>Rising inflation and low interest rates are creating risks for investors, but cash isn’t the answer, says Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund firm.</p><p><blockquote>全球最大的对冲基金公司桥水联合公司（Bridgewater Associates）的创始人雷-达里奥（Ray Dalio）说，通胀上升和低利率给投资者带来了风险，但现金并不是解决问题的办法。</blockquote></p><p> “Know cash is trash. Don’t keep it in cash,” he told CNBC. “The most important thing that an individual investor can do is know how to diversify well.”</p><p><blockquote>“要知道现金是垃圾。不要把它放在现金里，”他告诉 CNBC。“个人投资者能做的最重要的事情就是知道如何很好地分散投资。”</blockquote></p><p> And how should we diversify?</p><p><blockquote>我们应该如何实现多元化？</blockquote></p><p> “Diversify across countries, currencies, assets classes and so on, so you have that balance,” Dalio said. “You can take your tactical moves from there. All those assets classes will outperform cash.”</p><p><blockquote>“达里奥说：”在国家、货币、资产类别等方面进行多元化投资，这样你就有了平衡。“你可以从那里开始采取战术行动。所有这些资产类别的表现都将优于现金。”</blockquote></p><p> Investors are over-emphasizing stocks, he said.</p><p><blockquote>他说，投资者过分强调股票。</blockquote></p><p> “I think the stock market is relatively attractive in relationship to the alternatives,” Dalio said. “But that dynamic is going to start to change as monetary policy gets tighter.”</p><p><blockquote>“达里奥说：”我认为，与其他选择相比，股市相对有吸引力。“但随着货币政策的收紧，这种动态将开始改变。”</blockquote></p><p> More restrictive Fed policy often hurts stocks.</p><p><blockquote>更严格的美联储政策往往会损害股市。</blockquote></p><p> Meanwhile, Dalio said that if Bitcoin achieves widespread acceptance, regulators will step in to control it.</p><p><blockquote>与此同时，达里奥表示，如果比特币获得广泛接受，监管机构将介入对其进行控制。</blockquote></p><p> “At the end of the day, if it’s really successful, they will kill it, … because they have ways of killing it,” he said.</p><p><blockquote>“他说：”归根结底，如果真的成功了，他们就会杀死它.因为他们有办法杀死它。</blockquote></p><p> Given Bitcoin’s lack of intrinsic worth, it’s hard to know what the cryptocurrency’s ultimate fate will be, Dalio said.</p><p><blockquote>达里奥说，鉴于比特币缺乏内在价值，很难知道这种加密货币的最终命运会如何。</blockquote></p><p> “There are so many things in a historical perspective that didn’t have intrinsic value and had perceived value,” he said. “They went hot, and they became cold. [Bitcoin] could be either way.”</p><p><blockquote>“他说：”从历史的角度来看，有很多东西没有内在价值，却有感知价值。“他们变热了，又变冷了。[比特币]可能是两种情况”。</blockquote></p><p> Bitcoin has enjoyed a rollercoaster ride since its inception in 2009. It recently traded at $48,040, up 3%. But it has dropped 9% in the last 10 days.</p><p><blockquote>自2009年成立以来，比特币一直享受着过山车般的旅程。最近交易价格为 48,040 美元，上涨 3%。但在过去10天里，它已经下跌了9%。</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>Ray Dalio: Cash Is Trash, But Don't Over do It on Stocks<blockquote>雷·达里奥：现金是垃圾，但不要过度投资股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRay Dalio: Cash Is Trash, But Don't Over do It on Stocks<blockquote>雷·达里奥：现金是垃圾，但不要过度投资股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-09-16 11:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Rising inflation and low interest rates are creating risks for investors, but cash isn’t the answer, says Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund firm.</p><p><blockquote>全球最大的对冲基金公司桥水联合公司（Bridgewater Associates）的创始人雷-达里奥（Ray Dalio）说，通胀上升和低利率给投资者带来了风险，但现金并不是解决问题的办法。</blockquote></p><p> “Know cash is trash. Don’t keep it in cash,” he told CNBC. “The most important thing that an individual investor can do is know how to diversify well.”</p><p><blockquote>“要知道现金是垃圾。不要把它放在现金里，”他告诉 CNBC。“个人投资者能做的最重要的事情就是知道如何很好地分散投资。”</blockquote></p><p> And how should we diversify?</p><p><blockquote>我们应该如何实现多元化？</blockquote></p><p> “Diversify across countries, currencies, assets classes and so on, so you have that balance,” Dalio said. “You can take your tactical moves from there. All those assets classes will outperform cash.”</p><p><blockquote>“达里奥说：”在国家、货币、资产类别等方面进行多元化投资，这样你就有了平衡。“你可以从那里开始采取战术行动。所有这些资产类别的表现都将优于现金。”</blockquote></p><p> Investors are over-emphasizing stocks, he said.</p><p><blockquote>他说，投资者过分强调股票。</blockquote></p><p> “I think the stock market is relatively attractive in relationship to the alternatives,” Dalio said. “But that dynamic is going to start to change as monetary policy gets tighter.”</p><p><blockquote>“达里奥说：”我认为，与其他选择相比，股市相对有吸引力。“但随着货币政策的收紧，这种动态将开始改变。”</blockquote></p><p> More restrictive Fed policy often hurts stocks.</p><p><blockquote>更严格的美联储政策往往会损害股市。</blockquote></p><p> Meanwhile, Dalio said that if Bitcoin achieves widespread acceptance, regulators will step in to control it.</p><p><blockquote>与此同时，达里奥表示，如果比特币获得广泛接受，监管机构将介入对其进行控制。</blockquote></p><p> “At the end of the day, if it’s really successful, they will kill it, … because they have ways of killing it,” he said.</p><p><blockquote>“他说：”归根结底，如果真的成功了，他们就会杀死它.因为他们有办法杀死它。</blockquote></p><p> Given Bitcoin’s lack of intrinsic worth, it’s hard to know what the cryptocurrency’s ultimate fate will be, Dalio said.</p><p><blockquote>达里奥说，鉴于比特币缺乏内在价值，很难知道这种加密货币的最终命运会如何。</blockquote></p><p> “There are so many things in a historical perspective that didn’t have intrinsic value and had perceived value,” he said. “They went hot, and they became cold. [Bitcoin] could be either way.”</p><p><blockquote>“他说：”从历史的角度来看，有很多东西没有内在价值，却有感知价值。“他们变热了，又变冷了。[比特币]可能是两种情况”。</blockquote></p><p> Bitcoin has enjoyed a rollercoaster ride since its inception in 2009. It recently traded at $48,040, up 3%. But it has dropped 9% in the last 10 days.</p><p><blockquote>自2009年成立以来，比特币一直享受着过山车般的旅程。最近交易价格为 48,040 美元，上涨 3%。但在过去10天里，它已经下跌了9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/dalio-cash-stocks-bitcoin\">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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.thestreet.com/investing/dalio-cash-stocks-bitcoin","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121760493","content_text":"Rising inflation and low interest rates are creating risks for investors, but cash isn’t the answer, says Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund firm.\n“Know cash is trash. Don’t keep it in cash,” he told CNBC. “The most important thing that an individual investor can do is know how to diversify well.”\nAnd how should we diversify?\n“Diversify across countries, currencies, assets classes and so on, so you have that balance,” Dalio said. “You can take your tactical moves from there. All those assets classes will outperform cash.”\nInvestors are over-emphasizing stocks, he said.\n“I think the stock market is relatively attractive in relationship to the alternatives,” Dalio said. “But that dynamic is going to start to change as monetary policy gets tighter.”\nMore restrictive Fed policy often hurts stocks.\nMeanwhile, Dalio said that if Bitcoin achieves widespread acceptance, regulators will step in to control it.\n“At the end of the day, if it’s really successful, they will kill it, … because they have ways of killing it,” he said.\nGiven Bitcoin’s lack of intrinsic worth, it’s hard to know what the cryptocurrency’s ultimate fate will be, Dalio said.\n“There are so many things in a historical perspective that didn’t have intrinsic value and had perceived value,” he said. “They went hot, and they became cold. [Bitcoin] could be either way.”\nBitcoin has enjoyed a rollercoaster ride since its inception in 2009. It recently traded at $48,040, up 3%. But it has dropped 9% in the last 10 days.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882250593,"gmtCreate":1631698649912,"gmtModify":1631892034849,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882250593","repostId":"1184278723","repostType":2,"repost":{"id":"1184278723","kind":"news","pubTimestamp":1631661531,"share":"https://www.laohunote.com/m/news/1184278723?lang=zh_CN&edition=full","pubTime":"2021-09-15 07:18","market":"us","language":"en","title":"Democrats' tax plan would cut bills for most Americans -congressional estimate<blockquote>国会估计，民主党的税收计划将削减大多数美国人的账单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184278723","media":"Reuters","summary":"WASHINGTON (Reuters) -U.S. tax code changes sought by Democrats in the House of Representatives to h","content":"<p>WASHINGTON (Reuters) -U.S. tax code changes sought by Democrats in the House of Representatives to help fund $3.5 trillion in domestic investments would cut annual tax bills for Americans earning less than $200,000 a year through 2025, a congressional estimate showed on Tuesday.</p><p><blockquote>华盛顿（路透社）-美国。国会周二的一项估计显示，众议院民主党人寻求修改税法，以帮助为 3.5 万亿美元的国内投资提供资金，这将削减到 2025 年年收入低于 20 万美元的美国人的年度税单。</blockquote></p><p> The bipartisan Joint Committee on Taxation estimated that expanded tax credits for children and earned income would mean people in lower-income brackets would pay far less in taxes in 2023 under the Democratic plan, which is being debated this week in the tax-writing House Ways and Means Committee.</p><p><blockquote>两党税收联合委员会估计，根据民主党计划，扩大对儿童和劳动所得的税收抵免将意味着低收入阶层的人在 2023 年缴纳的税款将少得多，该计划本周正在众议院征税筹款委员会进行辩论。</blockquote></p><p> At the other end of the income scale, tax collections from those earning over $200,000 would rise slightly in 2023, escalating to a 10.6% increase for people earning $1 million and more, the committee said.</p><p><blockquote>该委员会表示，在收入等级的另一端，收入超过 20 万美元的人的税收将在 2023 年略有增加，收入 100 万美元及以上的人的税收将增加 10.6%。</blockquote></p><p> By 2027, after an expanded Child Tax Credit expires, those earning between $30,000 and $200,000 would start to see slightly higher tax bills, according to the estimate.</p><p><blockquote>据估计，到 2027 年，在扩大的儿童税收抵免到期后，收入在 3 万美元至 20 万美元之间的人将开始面临略高的税单。</blockquote></p><p> REVENUE GAINS, LOSSES</p><p><blockquote>收益损益</blockquote></p><p> The joint committee, which estimates tax revenue and credit provisions of legislation, estimated that tax increase proposals now under debate in the House Ways and Means Committee would directly raise some $2.07 trillion over 10 years.</p><p><blockquote>估计税收收入和立法抵免条款的联合委员会估计，众议院筹款委员会目前正在辩论的增税提案将在10年内直接筹集约2.07万亿美元。</blockquote></p><p> The plan would raise the top individual income tax rate to its pre-2017 level of 39.6%, from 37% currently, on taxable income above $400,000 with a 3% surcharge on income above $5 million.</p><p><blockquote>该计划将把40万美元以上的应税收入的最高个人所得税税率从目前的37%提高到2017年之前的39.6%，对500万美元以上的收入征收3%的附加税。</blockquote></p><p> It increases the capital gains tax rate to 25% from 20% for those earning more than $400,000 but tones down President Joe Biden’s proposed measures to tax more inherited wealth within rich families.</p><p><blockquote>该法案将收入超过 40 万美元的资本利得税税率从 20% 提高到 25%，但淡化了乔-拜登总统提出的对富裕家庭更多继承财富征税的措施。</blockquote></p><p> The joint committee analysis suggests the House plan may break Biden’s pledge not to raise taxes on those earning less than $400,000, as the $200,000-$500,000 income category would see a 0.3% increase in 2023. Those earning $50,000-75,000 would see a 1% increase in 2027.</p><p><blockquote>联合委员会的分析表明，众议院的计划可能会打破拜登不对收入低于 40 万美元的人增税的承诺，因为 20 万至 50 万美元的收入类别将在 2023 年增加 0.3%。收入为 50,000-75,000 美元的人到 2027 年将增长 1%。</blockquote></p><p> Democrats in coming weeks are trying to push the $3.5 trillion bill through Congress to carry out Biden’s agenda of expanding child care, investing in education, green energy, health care and social services for the elderly and poor.</p><p><blockquote>民主党人将在未来几周内努力推动这项3.5万亿美元的法案在国会获得通过，以实施拜登的议程，即扩大儿童保育、投资教育、绿色能源、医疗保健以及为老年人和穷人提供的社会服务。</blockquote></p><p> The joint committee estimated the provisions to pay for these initiatives would total $1 trillion from increased taxes on high-income individuals over 10 years, and $963.6 billion from increased taxes on large corporations.</p><p><blockquote>联合委员会估计，用于支付这些举措的拨款将在10年内从对高收入个人增加的税收中获得1万亿美元，从对大公司增加的税收中获得9636亿美元。</blockquote></p><p> These would be offset by tax credits for children, low-income workers, electric vehicles and clean energy, infrastructure finance and other tax code provisions that will reduce revenues by $1.2 trillion over 10 years, leaving a net revenue gain of about $871 million.</p><p><blockquote>这些将被儿童、低收入工人、电动汽车和清洁能源、基础设施融资和其他税法条款的税收抵免所抵消，这些条款将在10年内减少1.2万亿美元的收入，净收入增加约为8.71亿美元。</blockquote></p><p> The joint committee analysis excludes direct spending impacts of the Democrats’ legislation, which will be estimated by the Congressional Budget Office.</p><p><blockquote>联合委员会的分析不包括民主党立法的直接支出影响，这将由国会预算办公室进行估算。</blockquote></p><p> REPUBLICAN WALL</p><p><blockquote>共和党墙</blockquote></p><p> Republicans solidly oppose the Democratic plan, saying it will result in higher taxes for middle-class people as well as the rich. They have warned that this will prompt job losses, an economic slowdown and higher inflation.</p><p><blockquote>共和党人坚决反对民主党的计划，称这将导致中产阶级和富人的税收增加。他们警告说，这将导致失业、经济放缓和通胀上升。</blockquote></p><p> Democrats are maneuvering to win passage without Republican support through a budget “reconciliation” process that would allow their measure to advance in the 100-member Senate by a simple majority, instead of the 60 normally required.</p><p><blockquote>民主党人正在通过预算 “和解 ”程序，在没有共和党支持的情况下赢得通过，这一程序将允许他们的措施在100名议员的参议院中以简单多数票获得通过，而不是通常要求的60名议员。</blockquote></p><p> The Senate is split 50-50 between Democrats and Republicans.</p><p><blockquote>参议院民主党和共和党各占一半。</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>Democrats' tax plan would cut bills for most Americans -congressional estimate<blockquote>国会估计，民主党的税收计划将削减大多数美国人的账单</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDemocrats' tax plan would cut bills for most Americans -congressional estimate<blockquote>国会估计，民主党的税收计划将削减大多数美国人的账单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-15 07:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>WASHINGTON (Reuters) -U.S. tax code changes sought by Democrats in the House of Representatives to help fund $3.5 trillion in domestic investments would cut annual tax bills for Americans earning less than $200,000 a year through 2025, a congressional estimate showed on Tuesday.</p><p><blockquote>华盛顿（路透社）-美国。国会周二的一项估计显示，众议院民主党人寻求修改税法，以帮助为 3.5 万亿美元的国内投资提供资金，这将削减到 2025 年年收入低于 20 万美元的美国人的年度税单。</blockquote></p><p> The bipartisan Joint Committee on Taxation estimated that expanded tax credits for children and earned income would mean people in lower-income brackets would pay far less in taxes in 2023 under the Democratic plan, which is being debated this week in the tax-writing House Ways and Means Committee.</p><p><blockquote>两党税收联合委员会估计，根据民主党计划，扩大对儿童和劳动所得的税收抵免将意味着低收入阶层的人在 2023 年缴纳的税款将少得多，该计划本周正在众议院征税筹款委员会进行辩论。</blockquote></p><p> At the other end of the income scale, tax collections from those earning over $200,000 would rise slightly in 2023, escalating to a 10.6% increase for people earning $1 million and more, the committee said.</p><p><blockquote>该委员会表示，在收入等级的另一端，收入超过 20 万美元的人的税收将在 2023 年略有增加，收入 100 万美元及以上的人的税收将增加 10.6%。</blockquote></p><p> By 2027, after an expanded Child Tax Credit expires, those earning between $30,000 and $200,000 would start to see slightly higher tax bills, according to the estimate.</p><p><blockquote>据估计，到 2027 年，在扩大的儿童税收抵免到期后，收入在 3 万美元至 20 万美元之间的人将开始面临略高的税单。</blockquote></p><p> REVENUE GAINS, LOSSES</p><p><blockquote>收益损益</blockquote></p><p> The joint committee, which estimates tax revenue and credit provisions of legislation, estimated that tax increase proposals now under debate in the House Ways and Means Committee would directly raise some $2.07 trillion over 10 years.</p><p><blockquote>估计税收收入和立法抵免条款的联合委员会估计，众议院筹款委员会目前正在辩论的增税提案将在10年内直接筹集约2.07万亿美元。</blockquote></p><p> The plan would raise the top individual income tax rate to its pre-2017 level of 39.6%, from 37% currently, on taxable income above $400,000 with a 3% surcharge on income above $5 million.</p><p><blockquote>该计划将把40万美元以上的应税收入的最高个人所得税税率从目前的37%提高到2017年之前的39.6%，对500万美元以上的收入征收3%的附加税。</blockquote></p><p> It increases the capital gains tax rate to 25% from 20% for those earning more than $400,000 but tones down President Joe Biden’s proposed measures to tax more inherited wealth within rich families.</p><p><blockquote>该法案将收入超过 40 万美元的资本利得税税率从 20% 提高到 25%，但淡化了乔-拜登总统提出的对富裕家庭更多继承财富征税的措施。</blockquote></p><p> The joint committee analysis suggests the House plan may break Biden’s pledge not to raise taxes on those earning less than $400,000, as the $200,000-$500,000 income category would see a 0.3% increase in 2023. Those earning $50,000-75,000 would see a 1% increase in 2027.</p><p><blockquote>联合委员会的分析表明，众议院的计划可能会打破拜登不对收入低于 40 万美元的人增税的承诺，因为 20 万至 50 万美元的收入类别将在 2023 年增加 0.3%。收入为 50,000-75,000 美元的人到 2027 年将增长 1%。</blockquote></p><p> Democrats in coming weeks are trying to push the $3.5 trillion bill through Congress to carry out Biden’s agenda of expanding child care, investing in education, green energy, health care and social services for the elderly and poor.</p><p><blockquote>民主党人将在未来几周内努力推动这项3.5万亿美元的法案在国会获得通过，以实施拜登的议程，即扩大儿童保育、投资教育、绿色能源、医疗保健以及为老年人和穷人提供的社会服务。</blockquote></p><p> The joint committee estimated the provisions to pay for these initiatives would total $1 trillion from increased taxes on high-income individuals over 10 years, and $963.6 billion from increased taxes on large corporations.</p><p><blockquote>联合委员会估计，用于支付这些举措的拨款将在10年内从对高收入个人增加的税收中获得1万亿美元，从对大公司增加的税收中获得9636亿美元。</blockquote></p><p> These would be offset by tax credits for children, low-income workers, electric vehicles and clean energy, infrastructure finance and other tax code provisions that will reduce revenues by $1.2 trillion over 10 years, leaving a net revenue gain of about $871 million.</p><p><blockquote>这些将被儿童、低收入工人、电动汽车和清洁能源、基础设施融资和其他税法条款的税收抵免所抵消，这些条款将在10年内减少1.2万亿美元的收入，净收入增加约为8.71亿美元。</blockquote></p><p> The joint committee analysis excludes direct spending impacts of the Democrats’ legislation, which will be estimated by the Congressional Budget Office.</p><p><blockquote>联合委员会的分析不包括民主党立法的直接支出影响，这将由国会预算办公室进行估算。</blockquote></p><p> REPUBLICAN WALL</p><p><blockquote>共和党墙</blockquote></p><p> Republicans solidly oppose the Democratic plan, saying it will result in higher taxes for middle-class people as well as the rich. They have warned that this will prompt job losses, an economic slowdown and higher inflation.</p><p><blockquote>共和党人坚决反对民主党的计划，称这将导致中产阶级和富人的税收增加。他们警告说，这将导致失业、经济放缓和通胀上升。</blockquote></p><p> Democrats are maneuvering to win passage without Republican support through a budget “reconciliation” process that would allow their measure to advance in the 100-member Senate by a simple majority, instead of the 60 normally required.</p><p><blockquote>民主党人正在通过预算 “和解 ”程序，在没有共和党支持的情况下赢得通过，这一程序将允许他们的措施在100名议员的参议院中以简单多数票获得通过，而不是通常要求的60名议员。</blockquote></p><p> The Senate is split 50-50 between Democrats and Republicans.</p><p><blockquote>参议院民主党和共和党各占一半。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-biden-infrastructure-congress/democrats-tax-plan-would-cut-bills-for-most-americans-congressional-estimate-idUSKBN2GA1TK\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-biden-infrastructure-congress/democrats-tax-plan-would-cut-bills-for-most-americans-congressional-estimate-idUSKBN2GA1TK","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184278723","content_text":"WASHINGTON (Reuters) -U.S. tax code changes sought by Democrats in the House of Representatives to help fund $3.5 trillion in domestic investments would cut annual tax bills for Americans earning less than $200,000 a year through 2025, a congressional estimate showed on Tuesday.\nThe bipartisan Joint Committee on Taxation estimated that expanded tax credits for children and earned income would mean people in lower-income brackets would pay far less in taxes in 2023 under the Democratic plan, which is being debated this week in the tax-writing House Ways and Means Committee.\nAt the other end of the income scale, tax collections from those earning over $200,000 would rise slightly in 2023, escalating to a 10.6% increase for people earning $1 million and more, the committee said.\nBy 2027, after an expanded Child Tax Credit expires, those earning between $30,000 and $200,000 would start to see slightly higher tax bills, according to the estimate.\nREVENUE GAINS, LOSSES\nThe joint committee, which estimates tax revenue and credit provisions of legislation, estimated that tax increase proposals now under debate in the House Ways and Means Committee would directly raise some $2.07 trillion over 10 years.\nThe plan would raise the top individual income tax rate to its pre-2017 level of 39.6%, from 37% currently, on taxable income above $400,000 with a 3% surcharge on income above $5 million.\nIt increases the capital gains tax rate to 25% from 20% for those earning more than $400,000 but tones down President Joe Biden’s proposed measures to tax more inherited wealth within rich families.\nThe joint committee analysis suggests the House plan may break Biden’s pledge not to raise taxes on those earning less than $400,000, as the $200,000-$500,000 income category would see a 0.3% increase in 2023. Those earning $50,000-75,000 would see a 1% increase in 2027.\nDemocrats in coming weeks are trying to push the $3.5 trillion bill through Congress to carry out Biden’s agenda of expanding child care, investing in education, green energy, health care and social services for the elderly and poor.\nThe joint committee estimated the provisions to pay for these initiatives would total $1 trillion from increased taxes on high-income individuals over 10 years, and $963.6 billion from increased taxes on large corporations.\nThese would be offset by tax credits for children, low-income workers, electric vehicles and clean energy, infrastructure finance and other tax code provisions that will reduce revenues by $1.2 trillion over 10 years, leaving a net revenue gain of about $871 million.\nThe joint committee analysis excludes direct spending impacts of the Democrats’ legislation, which will be estimated by the Congressional Budget Office.\nREPUBLICAN WALL\nRepublicans solidly oppose the Democratic plan, saying it will result in higher taxes for middle-class people as well as the rich. They have warned that this will prompt job losses, an economic slowdown and higher inflation.\nDemocrats are maneuvering to win passage without Republican support through a budget “reconciliation” process that would allow their measure to advance in the 100-member Senate by a simple majority, instead of the 60 normally required.\nThe Senate is split 50-50 between Democrats and Republicans.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886502504,"gmtCreate":1631601886608,"gmtModify":1631892034852,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3571959390768435\">@stormlee</a>: Pls like thks","listText":"//<a href=\"https://laohu8.com/U/3571959390768435\">@stormlee</a>: Pls like thks","text":"//@stormlee: Pls like thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886502504","repostId":"1108105401","repostType":4,"isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886506777,"gmtCreate":1631601813899,"gmtModify":1631892034855,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886506777","repostId":"1125375899","repostType":2,"repost":{"id":"1125375899","kind":"news","pubTimestamp":1631579864,"share":"https://www.laohunote.com/m/news/1125375899?lang=zh_CN&edition=full","pubTime":"2021-09-14 08:37","market":"us","language":"en","title":"U.S. consumers' inflation expectations highest since 2013, NY Fed says<blockquote>纽约联储表示，美国消费者通胀预期为 2013 年以来最高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125375899","media":"Reuters","summary":"Sept 13 (Reuters) - U.S. consumers' expectations for how much inflation will change over the next ye","content":"<p>Sept 13 (Reuters) - U.S. consumers' expectations for how much inflation will change over the next year and the coming three years rose last month to the highest levels since 2013, according to a survey released on Monday by the New York Federal Reserve.</p><p><blockquote>路透9月13日 - 纽约联邦储备委员会周一公布的一项调查显示，美国消费者对明年和未来三年通胀变化幅度的预期上月升至2013年以来的最高水平。</blockquote></p><p> Year-ahead inflation expectations increased for the 10th straight month to a median of 5.2% in August, according to the monthly survey of consumer expectations. Inflation expectations over the next three years increased to a median of 4.0%. Both metrics are at the highest they've ever been for the survey, which was launched in 2013.</p><p><blockquote>根据消费者预期月度调查，8 月份同比通胀预期连续第 10 个月上升，中位数为 5.2%。未来三年的通胀预期中值为 4.0%。这两项指标都是2013年启动的调查有史以来的最高水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/911ee80b93e9703418d8d341701cace9\" tg-width=\"1288\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. central bank officials are keeping a close watch on inflation expectations as they try to evaluate whether the pricing pressures triggered by the coronavirus pandemic will pass or have more lasting effects on the economy.</p><p><blockquote>美国央行官员正在密切关注通胀预期，试图评估冠状病毒大流行引发的定价压力是否会过去或对经济产生更持久的影响。</blockquote></p><p> Some policymakers say ending the massive asset purchases the Fed launched last year to support markets and the economy sooner rather than later will give officials more options for responding down the road if inflation lasts longer than anticipated.</p><p><blockquote>一些政策制定者表示，如果通胀持续时间超过预期，美联储去年为支持市场和经济而启动的大规模资产购买将为官员们提供更多选择，以便在未来做出应对。</blockquote></p><p> Several policymakers said they expect the Fed to begin winding those asset purchases down later this year despite a weakening in jobs growth in August.</p><p><blockquote>几位政策制定者表示，尽管8月份就业增长疲软，但他们预计美联储将在今年晚些时候开始逐步减少这些资产购买。</blockquote></p><p> The New York Fed survey showed that consumers are raising their expectations for how much more they may have to spend on housing, food and other essentials over the next year.</p><p><blockquote>纽约联邦储备银行的调查显示，消费者正在提高他们对明年在住房、食品和其他必需品上可能需要多花多少钱的预期。</blockquote></p><p> Expectations for how much home prices will increase over the next year dropped again in August for the third straight month, but were still elevated at a median of 5.9%, the survey found.</p><p><blockquote>调查发现，8 月份对明年房价涨幅的预期连续第三个月再次下降，但仍升至 5.9% 的中位数。</blockquote></p><p> Food prices are expected to grow by 7.9% over the next year, up from 7.1% in July. Rent is expected to increase by 10% over the next 12 months and the price of medical care is expected to rise by 9.7% over the next year - both up 0.2 percentage point from July.</p><p><blockquote>预计明年食品价格将增长7.9%，高于7月份的7.1%。未来 12 个月租金预计将上涨 10%，明年医疗保健价格预计将上涨 9.7%，均比 7 月份上涨 0.2 个百分点。</blockquote></p><p> The report is based on a rotating panel of 1,300 households.</p><p><blockquote>该报告基于一个由1300户家庭组成的轮换小组。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. consumers' inflation expectations highest since 2013, NY Fed says<blockquote>纽约联储表示，美国消费者通胀预期为 2013 年以来最高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. consumers' inflation expectations highest since 2013, NY Fed says<blockquote>纽约联储表示，美国消费者通胀预期为 2013 年以来最高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-14 08:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Sept 13 (Reuters) - U.S. consumers' expectations for how much inflation will change over the next year and the coming three years rose last month to the highest levels since 2013, according to a survey released on Monday by the New York Federal Reserve.</p><p><blockquote>路透9月13日 - 纽约联邦储备委员会周一公布的一项调查显示，美国消费者对明年和未来三年通胀变化幅度的预期上月升至2013年以来的最高水平。</blockquote></p><p> Year-ahead inflation expectations increased for the 10th straight month to a median of 5.2% in August, according to the monthly survey of consumer expectations. Inflation expectations over the next three years increased to a median of 4.0%. Both metrics are at the highest they've ever been for the survey, which was launched in 2013.</p><p><blockquote>根据消费者预期月度调查，8 月份同比通胀预期连续第 10 个月上升，中位数为 5.2%。未来三年的通胀预期中值为 4.0%。这两项指标都是2013年启动的调查有史以来的最高水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/911ee80b93e9703418d8d341701cace9\" tg-width=\"1288\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. central bank officials are keeping a close watch on inflation expectations as they try to evaluate whether the pricing pressures triggered by the coronavirus pandemic will pass or have more lasting effects on the economy.</p><p><blockquote>美国央行官员正在密切关注通胀预期，试图评估冠状病毒大流行引发的定价压力是否会过去或对经济产生更持久的影响。</blockquote></p><p> Some policymakers say ending the massive asset purchases the Fed launched last year to support markets and the economy sooner rather than later will give officials more options for responding down the road if inflation lasts longer than anticipated.</p><p><blockquote>一些政策制定者表示，如果通胀持续时间超过预期，美联储去年为支持市场和经济而启动的大规模资产购买将为官员们提供更多选择，以便在未来做出应对。</blockquote></p><p> Several policymakers said they expect the Fed to begin winding those asset purchases down later this year despite a weakening in jobs growth in August.</p><p><blockquote>几位政策制定者表示，尽管8月份就业增长疲软，但他们预计美联储将在今年晚些时候开始逐步减少这些资产购买。</blockquote></p><p> The New York Fed survey showed that consumers are raising their expectations for how much more they may have to spend on housing, food and other essentials over the next year.</p><p><blockquote>纽约联邦储备银行的调查显示，消费者正在提高他们对明年在住房、食品和其他必需品上可能需要多花多少钱的预期。</blockquote></p><p> Expectations for how much home prices will increase over the next year dropped again in August for the third straight month, but were still elevated at a median of 5.9%, the survey found.</p><p><blockquote>调查发现，8 月份对明年房价涨幅的预期连续第三个月再次下降，但仍升至 5.9% 的中位数。</blockquote></p><p> Food prices are expected to grow by 7.9% over the next year, up from 7.1% in July. Rent is expected to increase by 10% over the next 12 months and the price of medical care is expected to rise by 9.7% over the next year - both up 0.2 percentage point from July.</p><p><blockquote>预计明年食品价格将增长7.9%，高于7月份的7.1%。未来 12 个月租金预计将上涨 10%，明年医疗保健价格预计将上涨 9.7%，均比 7 月份上涨 0.2 个百分点。</blockquote></p><p> The report is based on a rotating panel of 1,300 households.</p><p><blockquote>该报告基于一个由1300户家庭组成的轮换小组。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/world/us/us-consumers-inflation-expectations-highest-8-years-ny-fed-says-2021-09-13/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.reuters.com/world/us/us-consumers-inflation-expectations-highest-8-years-ny-fed-says-2021-09-13/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125375899","content_text":"Sept 13 (Reuters) - U.S. consumers' expectations for how much inflation will change over the next year and the coming three years rose last month to the highest levels since 2013, according to a survey released on Monday by the New York Federal Reserve.\nYear-ahead inflation expectations increased for the 10th straight month to a median of 5.2% in August, according to the monthly survey of consumer expectations. Inflation expectations over the next three years increased to a median of 4.0%. Both metrics are at the highest they've ever been for the survey, which was launched in 2013.\n\nU.S. central bank officials are keeping a close watch on inflation expectations as they try to evaluate whether the pricing pressures triggered by the coronavirus pandemic will pass or have more lasting effects on the economy.\nSome policymakers say ending the massive asset purchases the Fed launched last year to support markets and the economy sooner rather than later will give officials more options for responding down the road if inflation lasts longer than anticipated.\nSeveral policymakers said they expect the Fed to begin winding those asset purchases down later this year despite a weakening in jobs growth in August.\nThe New York Fed survey showed that consumers are raising their expectations for how much more they may have to spend on housing, food and other essentials over the next year.\nExpectations for how much home prices will increase over the next year dropped again in August for the third straight month, but were still elevated at a median of 5.9%, the survey found.\nFood prices are expected to grow by 7.9% over the next year, up from 7.1% in July. Rent is expected to increase by 10% over the next 12 months and the price of medical care is expected to rise by 9.7% over the next year - both up 0.2 percentage point from July.\nThe report is based on a rotating panel of 1,300 households.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888357999,"gmtCreate":1631444146711,"gmtModify":1631892034860,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/888357999","repostId":"1189654544","repostType":2,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohunote.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波上市浪潮后，未来一周将有 10 起 IPO 计划筹集超过 30 亿美元。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>思想作品</b>(TWKS) 计划以 63 亿美元的市值筹集 7 亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入以14%的CAGR增长，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>关于持有</b>(ONON) 计划以 59 亿美元的市值筹集 5.91 亿美元。On是一家使用可持续材料及其专有技术设计的优质运动鞋、服装和配件的全球供应商。该公司已表现出增长和盈利能力，尽管它面临来自其他知名运动服装品牌的激烈竞争。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过特殊目的收购公司上市的谈判后，<b>体育雷达集团</b>(SRAD) 计划以 79 亿美元的市值筹集 5.04 亿美元。这家瑞士公司每年报道83个体育项目的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar 实现了盈利，随着体育直播的恢复，2021 年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS) 计划以 33 亿美元的市值筹集 4 亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着向新州扩张，它能够保持同店销售增长的记录。内部人士收到了IPO前股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>终极医疗保健</b>（卫生署）计划以33亿元的市值筹集3.5亿元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售到复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare 未盈利，IPO 后将受到杠杆作用。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>伪岩</b>(FORG) 计划以 21 亿美元的市值筹集 2.48 亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock 无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫生物技术<b>骰子治疗</b>(DICE) 计划以 5.5 亿美元的市值筹集 1.6 亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>生物机器人方案</b>(PRCT) 计划以 11 亿美元的市值筹集 1.27 亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初重点是治疗良性前列腺增生。PROCEPT BioRobotics 严重无利可图，2021 年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学</b>(TYRA) 计划以 5.84 亿美元的市值筹集 1.01 亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的 FGFR 激酶抑制剂。Tyra 的主要候选药物最初专注于膀胱癌，该公司预计将在 2022 年年中提交该药物的 IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微型气体输送服务<b>埃兹菲尔控股</b>（EZFL）计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。EzFill 表示，它是南佛罗里达市场的主导者，但由于增长迅速，利润极高，因此它是南佛罗里达市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年9月9日，文艺复兴IPO指数年初至今上涨7.7%，而标普500上涨19.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 11.0%，而 ACWX 指数上涨 10.0%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波上市浪潮后，未来一周将有 10 起 IPO 计划筹集超过 30 亿美元。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>思想作品</b>(TWKS) 计划以 63 亿美元的市值筹集 7 亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入以14%的CAGR增长，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>关于持有</b>(ONON) 计划以 59 亿美元的市值筹集 5.91 亿美元。On是一家使用可持续材料及其专有技术设计的优质运动鞋、服装和配件的全球供应商。该公司已表现出增长和盈利能力，尽管它面临来自其他知名运动服装品牌的激烈竞争。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过特殊目的收购公司上市的谈判后，<b>体育雷达集团</b>(SRAD) 计划以 79 亿美元的市值筹集 5.04 亿美元。这家瑞士公司每年报道83个体育项目的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar 实现了盈利，随着体育直播的恢复，2021 年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS) 计划以 33 亿美元的市值筹集 4 亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着向新州扩张，它能够保持同店销售增长的记录。内部人士收到了IPO前股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>终极医疗保健</b>（卫生署）计划以33亿元的市值筹集3.5亿元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售到复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare 未盈利，IPO 后将受到杠杆作用。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>伪岩</b>(FORG) 计划以 21 亿美元的市值筹集 2.48 亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock 无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫生物技术<b>骰子治疗</b>(DICE) 计划以 5.5 亿美元的市值筹集 1.6 亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>生物机器人方案</b>(PRCT) 计划以 11 亿美元的市值筹集 1.27 亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初重点是治疗良性前列腺增生。PROCEPT BioRobotics 严重无利可图，2021 年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学</b>(TYRA) 计划以 5.84 亿美元的市值筹集 1.01 亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的 FGFR 激酶抑制剂。Tyra 的主要候选药物最初专注于膀胱癌，该公司预计将在 2022 年年中提交该药物的 IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微型气体输送服务<b>埃兹菲尔控股</b>（EZFL）计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。EzFill 表示，它是南佛罗里达市场的主导者，但由于增长迅速，利润极高，因此它是南佛罗里达市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年9月9日，文艺复兴IPO指数年初至今上涨7.7%，而标普500上涨19.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 11.0%，而 ACWX 指数上涨 10.0%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</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":{"SRAD":"Sportradar Group AG","ONON":"On Holding AG","DH":"Definitive Healthcare Corp.",".IXIC":"NASDAQ Composite","BROS":"Dutch Bros Inc.","PRCT":"PROCEPT BioRobotics",".SPX":"S&P 500 Index","TYRA":"Tyra Biosciences, Inc.",".DJI":"道琼斯"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"DICE":0.9,"FORG":0.9,"PRCT":0.9,"EZFL":0.9,"SRAD":0.9,".SPX":0.9,".IXIC":0.9,"ONON":0.9,"TWKS":0.9,"DH":0.9,".DJI":0.9,"TYRA":0.9,"BROS":0.9}},"isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":830020460,"gmtCreate":1628994483850,"gmtModify":1633688105647,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/830020460","repostId":"2159321288","repostType":4,"repost":{"id":"2159321288","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628990553,"share":"https://www.laohunote.com/m/news/2159321288?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:22","market":"us","language":"en","title":"Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321288","media":"Benzinga Earnings","summary":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and","content":"<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：古格）在过去的三年里。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周提出的一项法案寻求更广泛地改变苹果和谷歌运营各自应用商店的方式，Loup Funds管理合伙人Gene Munster提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>Munster指出，评级立法提出的允许第三方应用商店与App Store和Google Play Store合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序中明确做广告，以便消费者可以在应用程序商店或谷歌Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买 30% 的收费率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案必须得到众议院和参议院的批准才能成为法律。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>监管不会自动否定：</b>明斯特说，监管的最终结果对大型科技公司来说并不自动是负面的，因为当激励措施发生变化时，意想不到的后果往往会发生。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>这位分析师表示，即使苹果在压力下屈服并将接受率从 30% 降至 10%（这种可能性不大），它最终仍然可以赚更多的钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌的理由更充分，因为它们创建了移动应用商店并负责维护它们。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，这位分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而伤害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。这位分析师表示，如果任何法规确实成为现实，最有可能的结果是苹果和谷歌将被迫删除他们的反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出的最简单方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌 0.14%，至 149.10 美元，谷歌收盘几乎持平，至 2,768.12 美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL 的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>二</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维持</td><td></td><td>跑赢大盘</td></tr></tbody></table></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>Why Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Regulatory Risk Is A Silver Lining For Apple And Google<blockquote>为什么监管风险是苹果和谷歌的一线希望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-15 09:22</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The threat of regulation has been looming over big tech giants such as <b>Apple Inc. </b>(NASDAQ: AAPL) and <b>Alphabet Inc. </b>(NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.</p><p><blockquote>监管的威胁一直笼罩着大型科技巨头，例如<b>苹果公司。</b>（纳斯达克：AAPL）和<b>Alphabet公司。</b>（纳斯达克：GOOGL）（纳斯达克：古格）在过去的三年里。</blockquote></p><p> With a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.</p><p><blockquote>随着本周提出的一项法案寻求更广泛地改变苹果和谷歌运营各自应用商店的方式，Loup Funds管理合伙人Gene Munster提出了他对这些公司未来的看法。</blockquote></p><p> <b>What the New Legislation Is All About: </b> The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.</p><p><blockquote><b>新立法的内容是：</b>Munster指出，评级立法提出的允许第三方应用商店与App Store和Google Play Store合作的变化。他补充说，两家公司还被要求允许应用程序开发者在应用程序中明确做广告，以便消费者可以在应用程序商店或谷歌Play商店之外订阅和购买。</blockquote></p><p> This will help avoiding the 30% take rate on in-app purchases, the analyst said.</p><p><blockquote>分析师表示，这将有助于避免应用内购买 30% 的收费率。</blockquote></p><p> The proposed bill will have to be approved by the House and Senate before becoming law, Munster said.</p><p><blockquote>明斯特说，拟议的法案必须得到众议院和参议院的批准才能成为法律。</blockquote></p><p> <b>Regulation Not Automatically Negative: </b> The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.</p><p><blockquote><b>监管不会自动否定：</b>明斯特说，监管的最终结果对大型科技公司来说并不自动是负面的，因为当激励措施发生变化时，意想不到的后果往往会发生。</blockquote></p><p> Even if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.</p><p><blockquote>这位分析师表示，即使苹果在压力下屈服并将接受率从 30% 降至 10%（这种可能性不大），它最终仍然可以赚更多的钱。他补充说，费用的降低可能会刺激应用程序开发生态系统的更大增长。</blockquote></p><p> Apple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.</p><p><blockquote>分析师表示，苹果和谷歌的理由更充分，因为它们创建了移动应用商店并负责维护它们。他补充说，因此，他们应该控制商店内商品的策划和分销方式。</blockquote></p><p> Additionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.</p><p><blockquote>此外，这位分析师表示，向第三方应用商店开放iPhone将削弱安全性和隐私，从而伤害消费者。</blockquote></p><p> <b>Munster's Take On Potential Regulation: </b> The likelihood of radical regulation as low, Munster said. If any regulations do&nbsp;materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.</p><p><blockquote><b>明斯特对潜在监管的看法：</b>明斯特说，激进监管的可能性很低。这位分析师表示，如果任何法规确实成为现实，最有可能的结果是苹果和谷歌将被迫删除他们的反转向条款，从而允许出版商在默认的应用内支付系统之外宣传支付选项。</blockquote></p><p> \"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.</p><p><blockquote>分析师总结道：“这对消费者应用商店参与度的影响有限，因为管理应用支出的最简单方法是留在各自的围墙花园里。”</blockquote></p><p> Apple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.</p><p><blockquote>苹果周五收盘下跌 0.14%，至 149.10 美元，谷歌收盘几乎持平，至 2,768.12 美元。</blockquote></p><p> Latest Ratings for AAPL</p><p><blockquote>AAPL 的最新评级</blockquote></p><p> <table>  <tbody>   <tr>    <th>Date</th>    <th>Firm</th>    <th>Action</th>    <th>From</th>    <th>To</th>   </tr>  </tbody>  <tbody>   <tr>    <td>Jul 2021</td>    <td>Loop Capital</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Deutsche Bank</td>    <td>Maintains</td>    <td></td>    <td>Buy</td>   </tr>   <tr>    <td>Jul 2021</td>    <td>Piper Sandler</td>    <td>Maintains</td>    <td></td>    <td>Overweight</td>   </tr>  </tbody> </table></p><p><blockquote><table><tbody><tr><th>日期</th><th>公司</th><th>行动</th><th>来自</th><th>二</th></tr></tbody><tbody><tr><td>2021年7月</td><td>循环资本</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>德意志银行</td><td>维持</td><td></td><td>购买</td></tr><tr><td>2021年7月</td><td>派珀·桑德勒</td><td>维持</td><td></td><td>跑赢大盘</td></tr></tbody></table></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321288","content_text":"The threat of regulation has been looming over big tech giants such as Apple Inc. (NASDAQ: AAPL) and Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) over the past three years.\nWith a bill seeking broader changes in the way Apple and Google operate their respective app stores introduced this week, Loup Funds Managing Partner Gene Munster offered his take on what is in store for these companies.\nWhat the New Legislation Is All About:  The changes proposed by the legislation calls for allowing third-party app stores with the App Store and Google Play store, Munster noted. Both companies are also called to allow app developers to explicitly advertise within apps, so that consumers can subscribe and make purchases outside of the App Store or the Google Play Store, he added.\nThis will help avoiding the 30% take rate on in-app purchases, the analyst said.\nThe proposed bill will have to be approved by the House and Senate before becoming law, Munster said.\nRegulation Not Automatically Negative:  The end result of regulation is not automatically negative for big tech, given unintended consequences often occur when incentives change, Munster said.\nEven if Apple buckles under pressure and reduces its take rate from 30% to 10% - a possibility which is unlikely – it could still make more money ultimately, the analyst said. A reduction in fees will likely spur greater growth in the app development ecosystem, he added.\nApple and Google, according to the analyst, have the stronger case, given they created their mobile app stores and are responsible for maintaining them, the analyst said. They, therefore, should have control over how things are curated and distributed within the stores, he added.\nAdditionally, opening the iPhone to third-party app stores, the analyst said, will weaken security and privacy, thereby harming consumers.\nMunster's Take On Potential Regulation:  The likelihood of radical regulation as low, Munster said. If any regulations do materialize, the most likely outcome is that Apple and Google will be forced to remove their anti-steering clauses, thereby allowing publishers to advertise payment options outside of the default in-app payment systems, the analyst said.\n\"This would have limited impact on consumer app store engagement given the easiest way to manage app spending will be to remain inside the respective walled gardens,\" the analyst concluded.\nApple closed Friday's session down 0.14% at $149.10 and Google ended nearly flat at $2,768.12.\nLatest Ratings for AAPL\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nJul 2021\nLoop Capital\nMaintains\n\nBuy\n\n\nJul 2021\nDeutsche Bank\nMaintains\n\nBuy\n\n\nJul 2021\nPiper Sandler\nMaintains\n\nOverweight","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805199808,"gmtCreate":1627864129904,"gmtModify":1633755882577,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/805199808","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627857540,"share":"https://www.laohunote.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩游行本周继续。除了数百家小盘股公司外，还有不少于 143 家标普500公司正在提交报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software 和 Simon Property Group 将于周一启动。随后，Lyft、阿里巴巴-SW集团控股公司、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、优步科技、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银均有报道。Beyond Meat、Yelp、Wayfair、Moderna 和 ViacomCBS 将于周四关闭，DraftKings、Canopy Growth 和 Tripadvisor 将于周五关闭本周。中国教育公司新东方教育科技集团公司和好未来教育集团取消了原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预计，继 6 月份的 85 万人之后，7 月份非农就业人数将增加 62.5 万人。失业率略低于6%。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会（Institute for Supply Management）7 月份制造业采购经理人指数，随后是周三公布的服务业同等指数。这两项经济活动指标预计都将达到 61 左右，这将意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一 8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett &amp; Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、Heineken、Trex、Ferrari、Ultra Clean Holdings 和 Simon Property Group 预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股 104 美元，周五收盘价为 12.95 美元。该公司于周五晚上完成了 1 比 8 的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布 7 月份制造业采购经理人指数。普遍估计读数为 60.8，高于 6 月份的 60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份的建筑支出。继 5 月份下降 0.3% 后，预计环比增长 0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二 8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>伊顿、英国石油公司、安德玛、Lyft、高乐氏、安进、Akamai Technologies、康明斯、礼来公司、阿里巴巴-SW集团控股公司、Nikola、EnPro Industries、华纳音乐集团、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、邓白氏控股公司、康菲石油公司和 Jacobs Engineering Group 在评级举办会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告六月份的工厂订单。经济学家预测，本月订单增长1.0%，而5月份增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三 8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>索尼集团、CVS Health、卡夫亨氏、软银、通用汽车、Progressive、Etsy、艺电、西部数据、Uber Technologies、Roku、米高梅国际酒店集团、福克斯和 Re/Max Holdings 预计将主办财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告 7 月份轻型汽车销量。预计看涨期权经季节性调整后的年增长率为 1530 万辆，而 6 月份为 1540 万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业采购经理人指数。一致估计读数为 60.8，而 6 月份的读数为 60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>其7月份的全国就业报告。普遍估计，继 6 月份增加 692,000 人之后，非农私营部门就业人数将增加 635,000 人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四 8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman &amp; Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五 8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>BLS 发布就业报告</b>七月。经济学家预测，继6月份增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、Tripadvisor、Spectrum Brands Holdings、E.W。Scripps、Cinemark Holdings 和 Manitowoc 主办评级会议讨论财务业绩。</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴、Uber、DraftKings、通用汽车、Roku、EA、维亚康姆哥伦比亚广播公司和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩游行本周继续。除了数百家小盘股公司外，还有不少于 143 家标普500公司正在提交报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software 和 Simon Property Group 将于周一启动。随后，Lyft、阿里巴巴-SW集团控股公司、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、优步科技、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银均有报道。Beyond Meat、Yelp、Wayfair、Moderna 和 ViacomCBS 将于周四关闭，DraftKings、Canopy Growth 和 Tripadvisor 将于周五关闭本周。中国教育公司新东方教育科技集团公司和好未来教育集团取消了原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预计，继 6 月份的 85 万人之后，7 月份非农就业人数将增加 62.5 万人。失业率略低于6%。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会（Institute for Supply Management）7 月份制造业采购经理人指数，随后是周三公布的服务业同等指数。这两项经济活动指标预计都将达到 61 左右，这将意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一 8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett &amp; Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、Heineken、Trex、Ferrari、Ultra Clean Holdings 和 Simon Property Group 预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股 104 美元，周五收盘价为 12.95 美元。该公司于周五晚上完成了 1 比 8 的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布 7 月份制造业采购经理人指数。普遍估计读数为 60.8，高于 6 月份的 60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份的建筑支出。继 5 月份下降 0.3% 后，预计环比增长 0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二 8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>伊顿、英国石油公司、安德玛、Lyft、高乐氏、安进、Akamai Technologies、康明斯、礼来公司、阿里巴巴-SW集团控股公司、Nikola、EnPro Industries、华纳音乐集团、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、邓白氏控股公司、康菲石油公司和 Jacobs Engineering Group 在评级举办会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告六月份的工厂订单。经济学家预测，本月订单增长1.0%，而5月份增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三 8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>索尼集团、CVS Health、卡夫亨氏、软银、通用汽车、Progressive、Etsy、艺电、西部数据、Uber Technologies、Roku、米高梅国际酒店集团、福克斯和 Re/Max Holdings 预计将主办财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告 7 月份轻型汽车销量。预计看涨期权经季节性调整后的年增长率为 1530 万辆，而 6 月份为 1540 万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业采购经理人指数。一致估计读数为 60.8，而 6 月份的读数为 60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>其7月份的全国就业报告。普遍估计，继 6 月份增加 692,000 人之后，非农私营部门就业人数将增加 635,000 人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四 8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman &amp; Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五 8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>BLS 发布就业报告</b>七月。经济学家预测，继6月份增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、Tripadvisor、Spectrum Brands Holdings、E.W。Scripps、Cinemark Holdings 和 Manitowoc 主办评级会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","UBER":"优步","EA":"艺电","ROKU":"Roku Inc",".IXIC":"NASDAQ Composite","GE":"GE航空航天","DKNG":"DraftKings Inc.","GM":"通用汽车","BABA":"阿里巴巴",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"UBER":0.9,".SPX":0.9,"ROKU":0.9,"GE":0.9,"EA":0.9,".DJI":0.9,"BABA":0.9,".IXIC":0.9,"VIAC":0.9,"DKNG":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834974005,"gmtCreate":1629769464307,"gmtModify":1633682571268,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/834974005","repostId":"2161708033","repostType":4,"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888357999,"gmtCreate":1631444146711,"gmtModify":1631892034860,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/888357999","repostId":"1189654544","repostType":2,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohunote.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波上市浪潮后，未来一周将有 10 起 IPO 计划筹集超过 30 亿美元。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>思想作品</b>(TWKS) 计划以 63 亿美元的市值筹集 7 亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入以14%的CAGR增长，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>关于持有</b>(ONON) 计划以 59 亿美元的市值筹集 5.91 亿美元。On是一家使用可持续材料及其专有技术设计的优质运动鞋、服装和配件的全球供应商。该公司已表现出增长和盈利能力，尽管它面临来自其他知名运动服装品牌的激烈竞争。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过特殊目的收购公司上市的谈判后，<b>体育雷达集团</b>(SRAD) 计划以 79 亿美元的市值筹集 5.04 亿美元。这家瑞士公司每年报道83个体育项目的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar 实现了盈利，随着体育直播的恢复，2021 年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS) 计划以 33 亿美元的市值筹集 4 亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着向新州扩张，它能够保持同店销售增长的记录。内部人士收到了IPO前股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>终极医疗保健</b>（卫生署）计划以33亿元的市值筹集3.5亿元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售到复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare 未盈利，IPO 后将受到杠杆作用。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>伪岩</b>(FORG) 计划以 21 亿美元的市值筹集 2.48 亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock 无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫生物技术<b>骰子治疗</b>(DICE) 计划以 5.5 亿美元的市值筹集 1.6 亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>生物机器人方案</b>(PRCT) 计划以 11 亿美元的市值筹集 1.27 亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初重点是治疗良性前列腺增生。PROCEPT BioRobotics 严重无利可图，2021 年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学</b>(TYRA) 计划以 5.84 亿美元的市值筹集 1.01 亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的 FGFR 激酶抑制剂。Tyra 的主要候选药物最初专注于膀胱癌，该公司预计将在 2022 年年中提交该药物的 IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微型气体输送服务<b>埃兹菲尔控股</b>（EZFL）计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。EzFill 表示，它是南佛罗里达市场的主导者，但由于增长迅速，利润极高，因此它是南佛罗里达市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年9月9日，文艺复兴IPO指数年初至今上涨7.7%，而标普500上涨19.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 11.0%，而 ACWX 指数上涨 10.0%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波上市浪潮后，未来一周将有 10 起 IPO 计划筹集超过 30 亿美元。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>思想作品</b>(TWKS) 计划以 63 亿美元的市值筹集 7 亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入以14%的CAGR增长，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>关于持有</b>(ONON) 计划以 59 亿美元的市值筹集 5.91 亿美元。On是一家使用可持续材料及其专有技术设计的优质运动鞋、服装和配件的全球供应商。该公司已表现出增长和盈利能力，尽管它面临来自其他知名运动服装品牌的激烈竞争。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过特殊目的收购公司上市的谈判后，<b>体育雷达集团</b>(SRAD) 计划以 79 亿美元的市值筹集 5.04 亿美元。这家瑞士公司每年报道83个体育项目的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar 实现了盈利，随着体育直播的恢复，2021 年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS) 计划以 33 亿美元的市值筹集 4 亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着向新州扩张，它能够保持同店销售增长的记录。内部人士收到了IPO前股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>终极医疗保健</b>（卫生署）计划以33亿元的市值筹集3.5亿元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售到复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare 未盈利，IPO 后将受到杠杆作用。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>伪岩</b>(FORG) 计划以 21 亿美元的市值筹集 2.48 亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock 无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫生物技术<b>骰子治疗</b>(DICE) 计划以 5.5 亿美元的市值筹集 1.6 亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>生物机器人方案</b>(PRCT) 计划以 11 亿美元的市值筹集 1.27 亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初重点是治疗良性前列腺增生。PROCEPT BioRobotics 严重无利可图，2021 年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学</b>(TYRA) 计划以 5.84 亿美元的市值筹集 1.01 亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的 FGFR 激酶抑制剂。Tyra 的主要候选药物最初专注于膀胱癌，该公司预计将在 2022 年年中提交该药物的 IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微型气体输送服务<b>埃兹菲尔控股</b>（EZFL）计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。EzFill 表示，它是南佛罗里达市场的主导者，但由于增长迅速，利润极高，因此它是南佛罗里达市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年9月9日，文艺复兴IPO指数年初至今上涨7.7%，而标普500上涨19.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 11.0%，而 ACWX 指数上涨 10.0%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</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":{"SRAD":"Sportradar Group AG","ONON":"On Holding AG","DH":"Definitive Healthcare Corp.",".IXIC":"NASDAQ Composite","BROS":"Dutch Bros Inc.","PRCT":"PROCEPT BioRobotics",".SPX":"S&P 500 Index","TYRA":"Tyra Biosciences, Inc.",".DJI":"道琼斯"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"DICE":0.9,"FORG":0.9,"PRCT":0.9,"EZFL":0.9,"SRAD":0.9,".SPX":0.9,".IXIC":0.9,"ONON":0.9,"TWKS":0.9,"DH":0.9,".DJI":0.9,"TYRA":0.9,"BROS":0.9}},"isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811195473,"gmtCreate":1630294997592,"gmtModify":1704957982191,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/811195473","repostId":"1111293683","repostType":4,"isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890574502,"gmtCreate":1628126258106,"gmtModify":1633753354589,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/890574502","repostId":"1124323034","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869097423,"gmtCreate":1632225603362,"gmtModify":1632801970775,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/869097423","repostId":"1173746472","repostType":2,"repost":{"id":"1173746472","kind":"news","pubTimestamp":1632221699,"share":"https://www.laohunote.com/m/news/1173746472?lang=zh_CN&edition=full","pubTime":"2021-09-21 18:54","market":"us","language":"en","title":"Why the Stock Market Tanked Monday—and What to Do About It<blockquote>为什么周一股市暴跌——以及该怎么做</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173746472","media":"MarketWatch","summary":"The stock market tanked—and a correction may be in the offing. While China Evergrande is getting all","content":"<p>The stock market tanked—and a correction may be in the offing. While China Evergrande is getting all the attention, the real problem might be risks to earnings and valuations.</p><p><blockquote>股市暴跌——调整可能即将到来。虽然中国恒大受到了所有关注，但真正的问题可能是盈利和估值面临的风险。</blockquote></p><p> The S&amp;P 500 dropped 1.7% Monday, and the index is down 3.9% from its all-time high. That may just be the beginning, says Barry Bannister, Stifel’s chief equity strategist, who calls for the S&amp;P 500 to drop as much as 15% this year. “It’s the coalescing of multiple risks in the fourth quarter that cause us to be cautious through September and October,” Bannister says.</p><p><blockquote>标普500周一下跌1.7%，该指数较历史高点下跌3.9%。Stifel 首席股票策略师 Barry Bannister 说，这可能仅仅是个开始，他预计标普500今年将下跌 15%。“班尼斯特说：”正是第四季度多种风险的合并，让我们在 9 月和 10 月保持谨慎。</blockquote></p><p> While Evergrande gets the headlines, the bigger problem right now might be U.S. earnings. The companies in the S&amp;P 500 are expected to earn $217.95 in 2022, up 9.4% from 2021, but there’s plenty of downside risk.</p><p><blockquote>虽然恒大成为头条新闻，但现在更大的问题可能是美国的盈利。标普500公司 2022 年的盈利预计为 217.95 美元，比 2021 年增长 9.4%，但下行风险很大。</blockquote></p><p> Supply-chain constraints are hampering companies’ ability to meet sales expectations, while costs continue to rise. Companies from industrial-materials maker PPG Industries (ticker: PPG) to home builder PulteGroup (PHM), have announced that sales and profits for 2021 won’t meet expectations. Investors will get a clearer picture of the supply chain issue when companies report their quarterly earnings this fall.</p><p><blockquote>供应链限制阻碍了公司满足销售预期的能力，而成本却在不断上升。从工业材料制造商 PPG Industries（股票代码：PPG）到住宅建筑商 PulteGroup（PHM）等公司都宣布，2021 年的销售额和利润将达不到预期。当公司今年秋天公布季度收益时，投资者将更清楚地了解供应链问题。</blockquote></p><p> “One question that’s going to start creeping in once we get to the third quarter is how much of the supply chain disruptions and inability to meet demand is going hit companies’ bottom lines,” says Yung Yu Ma, chief investment strategist at BMO Capital Markets. “That’s becoming much more acute.”</p><p><blockquote>“蒙特利尔银行资本市场（BMO Capital Markets）首席投资策略师马勇宇（Yung Yu Ma）说：”一旦进入第三季度，就会开始出现一个问题，那就是供应链中断和无法满足需求会在多大程度上影响公司的底线。“情况变得更加严重了。”</blockquote></p><p> The other risk to profits that markets have largely ignored is higher corporate taxes. Goldman Sachs strategists say 2022 earnings per share on the S&amp;P 500 could fall roughly 5% with a corporate tax hike to 25% from the current 21%—and House Democrats recently proposed an increase to 26.5%. With aggregate 2022 analyst estimates for S&amp;P 500 EPS at $217.95, therefore, EPS could fall to $207. At a current 21 times, the index could drop 5% on a corporate tax hike—assuming the forward earnings multiple remains the same.</p><p><blockquote>市场基本上忽视的另一个利润风险是更高的公司税。高盛策略师表示，随着公司税从目前的 21% 提高到 25%，标普500 2022 年每股收益可能会下降约 5%，众议院民主党人最近提议将税率提高到 26.5%。因此，分析师对标普500 2022 年每股收益的总预期为 217.95 美元，每股收益可能会降至 207 美元。假设未来市盈率保持不变，目前该指数为 21 倍，如果企业增税，该指数可能会下跌 5%。</blockquote></p><p> There’s a good chance it won’t. One major reason the S&amp;P 500’s average valuation is above its prepandemic level of 19 times—it currently trades at 20.4 times 12-month forward earnings—is because the 10-year Treasury yield has fallen to 1.31% from 1.8% before the pandemic. Lower bond yields make future profits more valuable.</p><p><blockquote>很有可能不会。标普500的平均估值比大流行前的水平高出 19 倍（目前 12 个月远期市盈率为 20.4 倍）的一个主要原因是，10 年期国债收益率已从大流行前的 1.8% 降至 1.31%。较低的债券收益率使未来利润更有价值。</blockquote></p><p> There’s a good chance yields are heading higher. The Federal Reserve has recently been buying tens of billions of dollars in Treasury bonds a month, driving bond prices up and yields down. But the central bank is now signaling it will wind that program down as soon as this year to zero dollars within a few quarters, which means less money into bonds, lower prices, and higher yields. (We’ll learn more Wednesday when the Fed releases its monetary policy statement.) That catalyst could drive the 10-year Treasury yield back up to 1.8% by year-end and the S&amp;P 500’s multiple down to 19 times, writes Mike Wilson, chief U.S. equity strategist at Morgan Stanley.</p><p><blockquote>收益率很有可能会走高。美联储最近每月购买数百亿美元的国债，推动债券价格上涨，收益率下降。但央行现在表示，最早将在今年将该计划缩减至几个季度内的零美元，这意味着投入债券的资金减少、价格降低和收益率提高。摩根士丹利（Morgan Stanley）首席美国股票策略师 Mike Wilson 写道，这一催化剂可能会推动 10 年期国债收益率在年底前回升至 1.8%，并将标普500市盈率降至 19 倍。</blockquote></p><p> Combine the lower valuations with the drop in earnings estimates and the S&amp;P 500 could have a lot further to fall. If the index trades at 19 times 2022 earnings of $207, the S&amp;P 500 would trade at 3914, about 10% lower than its current level. If EPS is lower than that because of supply chain problems, the market could fall even harder. Wilson’s worst-case scenario estimate for the index is 3,700 by June, a 15% drop.</p><p><blockquote>将较低的估值与盈利预期的下降结合起来，标普500可能会进一步下跌。如果该指数的交易价格为 2022 年市盈率 207 美元的 19 倍，那么标普500的交易价格将为 3914 点，比当前水平低约 10%。如果由于供应链问题，每股收益低于这个数字，市场可能会下跌得更厉害。威尔逊对该指数的最坏情况估计，到 6 月份，该指数将达到 3700 个，下降 15%。</blockquote></p><p> That means there is still time for investors to play defense. Part of a potential correction would be driven by fears of slower economic growth—and that means investors should own stocks with earnings streams that are less sensitive to changes in economic demand, such as consumer staples, healthcare, utilities, real estate, and telecommunications. History bears that out—when the S&amp;P 500 drops 10%, going back to 1990, those five sectors return about 1%, on average, according to Stifel’s Bannister. “Defensives are a good place to hide if you’re in a September or October coalescing of risks,” says Bannister.</p><p><blockquote>这意味着投资者仍有时间进行防御。潜在调整的一部分将是由对经济增长放缓的担忧驱动的，这意味着投资者应该持有收益流对经济需求变化不太敏感的股票，例如必需消费品、医疗保健、公用事业、房地产和电信。历史证明了这一点--根据 Stifel 的 Bannister 的数据，当标普500在 1990 年下跌 10% 时，这五个行业的平均回报率约为 1%。“班尼斯特说：”如果你身处九月或十月的风险集中时期，防御工事是一个很好的藏身之处。</blockquote></p><p> Of course, there’s one more place investors can hide: cash. Not only does cash enable investors to load up on stocks when they dip, but if stock and Treasury prices fall, cash will hold its value save for the impact of inflation. The “least attractive asset is sometimes the best asset,” Bannister says.</p><p><blockquote>当然，投资者还可以藏一个地方：现金。现金不仅可以让投资者在股票下跌时买入，而且如果股票和国债价格下跌，除了通货膨胀的影响外，现金将保持其价值。班尼斯特说，“最没有吸引力的资产有时就是最好的资产”。</blockquote></p><p> Sometimes, it’s better to be safe than sorry.</p><p><blockquote>有时候，安全总比后悔好。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Stock Market Tanked Monday—and What to Do About It<blockquote>为什么周一股市暴跌——以及该怎么做</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Stock Market Tanked Monday—and What to Do About It<blockquote>为什么周一股市暴跌——以及该怎么做</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-21 18:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market tanked—and a correction may be in the offing. While China Evergrande is getting all the attention, the real problem might be risks to earnings and valuations.</p><p><blockquote>股市暴跌——调整可能即将到来。虽然中国恒大受到了所有关注，但真正的问题可能是盈利和估值面临的风险。</blockquote></p><p> The S&amp;P 500 dropped 1.7% Monday, and the index is down 3.9% from its all-time high. That may just be the beginning, says Barry Bannister, Stifel’s chief equity strategist, who calls for the S&amp;P 500 to drop as much as 15% this year. “It’s the coalescing of multiple risks in the fourth quarter that cause us to be cautious through September and October,” Bannister says.</p><p><blockquote>标普500周一下跌1.7%，该指数较历史高点下跌3.9%。Stifel 首席股票策略师 Barry Bannister 说，这可能仅仅是个开始，他预计标普500今年将下跌 15%。“班尼斯特说：”正是第四季度多种风险的合并，让我们在 9 月和 10 月保持谨慎。</blockquote></p><p> While Evergrande gets the headlines, the bigger problem right now might be U.S. earnings. The companies in the S&amp;P 500 are expected to earn $217.95 in 2022, up 9.4% from 2021, but there’s plenty of downside risk.</p><p><blockquote>虽然恒大成为头条新闻，但现在更大的问题可能是美国的盈利。标普500公司 2022 年的盈利预计为 217.95 美元，比 2021 年增长 9.4%，但下行风险很大。</blockquote></p><p> Supply-chain constraints are hampering companies’ ability to meet sales expectations, while costs continue to rise. Companies from industrial-materials maker PPG Industries (ticker: PPG) to home builder PulteGroup (PHM), have announced that sales and profits for 2021 won’t meet expectations. Investors will get a clearer picture of the supply chain issue when companies report their quarterly earnings this fall.</p><p><blockquote>供应链限制阻碍了公司满足销售预期的能力，而成本却在不断上升。从工业材料制造商 PPG Industries（股票代码：PPG）到住宅建筑商 PulteGroup（PHM）等公司都宣布，2021 年的销售额和利润将达不到预期。当公司今年秋天公布季度收益时，投资者将更清楚地了解供应链问题。</blockquote></p><p> “One question that’s going to start creeping in once we get to the third quarter is how much of the supply chain disruptions and inability to meet demand is going hit companies’ bottom lines,” says Yung Yu Ma, chief investment strategist at BMO Capital Markets. “That’s becoming much more acute.”</p><p><blockquote>“蒙特利尔银行资本市场（BMO Capital Markets）首席投资策略师马勇宇（Yung Yu Ma）说：”一旦进入第三季度，就会开始出现一个问题，那就是供应链中断和无法满足需求会在多大程度上影响公司的底线。“情况变得更加严重了。”</blockquote></p><p> The other risk to profits that markets have largely ignored is higher corporate taxes. Goldman Sachs strategists say 2022 earnings per share on the S&amp;P 500 could fall roughly 5% with a corporate tax hike to 25% from the current 21%—and House Democrats recently proposed an increase to 26.5%. With aggregate 2022 analyst estimates for S&amp;P 500 EPS at $217.95, therefore, EPS could fall to $207. At a current 21 times, the index could drop 5% on a corporate tax hike—assuming the forward earnings multiple remains the same.</p><p><blockquote>市场基本上忽视的另一个利润风险是更高的公司税。高盛策略师表示，随着公司税从目前的 21% 提高到 25%，标普500 2022 年每股收益可能会下降约 5%，众议院民主党人最近提议将税率提高到 26.5%。因此，分析师对标普500 2022 年每股收益的总预期为 217.95 美元，每股收益可能会降至 207 美元。假设未来市盈率保持不变，目前该指数为 21 倍，如果企业增税，该指数可能会下跌 5%。</blockquote></p><p> There’s a good chance it won’t. One major reason the S&amp;P 500’s average valuation is above its prepandemic level of 19 times—it currently trades at 20.4 times 12-month forward earnings—is because the 10-year Treasury yield has fallen to 1.31% from 1.8% before the pandemic. Lower bond yields make future profits more valuable.</p><p><blockquote>很有可能不会。标普500的平均估值比大流行前的水平高出 19 倍（目前 12 个月远期市盈率为 20.4 倍）的一个主要原因是，10 年期国债收益率已从大流行前的 1.8% 降至 1.31%。较低的债券收益率使未来利润更有价值。</blockquote></p><p> There’s a good chance yields are heading higher. The Federal Reserve has recently been buying tens of billions of dollars in Treasury bonds a month, driving bond prices up and yields down. But the central bank is now signaling it will wind that program down as soon as this year to zero dollars within a few quarters, which means less money into bonds, lower prices, and higher yields. (We’ll learn more Wednesday when the Fed releases its monetary policy statement.) That catalyst could drive the 10-year Treasury yield back up to 1.8% by year-end and the S&amp;P 500’s multiple down to 19 times, writes Mike Wilson, chief U.S. equity strategist at Morgan Stanley.</p><p><blockquote>收益率很有可能会走高。美联储最近每月购买数百亿美元的国债，推动债券价格上涨，收益率下降。但央行现在表示，最早将在今年将该计划缩减至几个季度内的零美元，这意味着投入债券的资金减少、价格降低和收益率提高。摩根士丹利（Morgan Stanley）首席美国股票策略师 Mike Wilson 写道，这一催化剂可能会推动 10 年期国债收益率在年底前回升至 1.8%，并将标普500市盈率降至 19 倍。</blockquote></p><p> Combine the lower valuations with the drop in earnings estimates and the S&amp;P 500 could have a lot further to fall. If the index trades at 19 times 2022 earnings of $207, the S&amp;P 500 would trade at 3914, about 10% lower than its current level. If EPS is lower than that because of supply chain problems, the market could fall even harder. Wilson’s worst-case scenario estimate for the index is 3,700 by June, a 15% drop.</p><p><blockquote>将较低的估值与盈利预期的下降结合起来，标普500可能会进一步下跌。如果该指数的交易价格为 2022 年市盈率 207 美元的 19 倍，那么标普500的交易价格将为 3914 点，比当前水平低约 10%。如果由于供应链问题，每股收益低于这个数字，市场可能会下跌得更厉害。威尔逊对该指数的最坏情况估计，到 6 月份，该指数将达到 3700 个，下降 15%。</blockquote></p><p> That means there is still time for investors to play defense. Part of a potential correction would be driven by fears of slower economic growth—and that means investors should own stocks with earnings streams that are less sensitive to changes in economic demand, such as consumer staples, healthcare, utilities, real estate, and telecommunications. History bears that out—when the S&amp;P 500 drops 10%, going back to 1990, those five sectors return about 1%, on average, according to Stifel’s Bannister. “Defensives are a good place to hide if you’re in a September or October coalescing of risks,” says Bannister.</p><p><blockquote>这意味着投资者仍有时间进行防御。潜在调整的一部分将是由对经济增长放缓的担忧驱动的，这意味着投资者应该持有收益流对经济需求变化不太敏感的股票，例如必需消费品、医疗保健、公用事业、房地产和电信。历史证明了这一点--根据 Stifel 的 Bannister 的数据，当标普500在 1990 年下跌 10% 时，这五个行业的平均回报率约为 1%。“班尼斯特说：”如果你身处九月或十月的风险集中时期，防御工事是一个很好的藏身之处。</blockquote></p><p> Of course, there’s one more place investors can hide: cash. Not only does cash enable investors to load up on stocks when they dip, but if stock and Treasury prices fall, cash will hold its value save for the impact of inflation. The “least attractive asset is sometimes the best asset,” Bannister says.</p><p><blockquote>当然，投资者还可以藏一个地方：现金。现金不仅可以让投资者在股票下跌时买入，而且如果股票和国债价格下跌，除了通货膨胀的影响外，现金将保持其价值。班尼斯特说，“最没有吸引力的资产有时就是最好的资产”。</blockquote></p><p> Sometimes, it’s better to be safe than sorry.</p><p><blockquote>有时候，安全总比后悔好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/stock-market-correction-china-evergrande-51632171467?mod=mw_latestnews\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/articles/stock-market-correction-china-evergrande-51632171467?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173746472","content_text":"The stock market tanked—and a correction may be in the offing. While China Evergrande is getting all the attention, the real problem might be risks to earnings and valuations.\nThe S&P 500 dropped 1.7% Monday, and the index is down 3.9% from its all-time high. That may just be the beginning, says Barry Bannister, Stifel’s chief equity strategist, who calls for the S&P 500 to drop as much as 15% this year. “It’s the coalescing of multiple risks in the fourth quarter that cause us to be cautious through September and October,” Bannister says.\nWhile Evergrande gets the headlines, the bigger problem right now might be U.S. earnings. The companies in the S&P 500 are expected to earn $217.95 in 2022, up 9.4% from 2021, but there’s plenty of downside risk.\nSupply-chain constraints are hampering companies’ ability to meet sales expectations, while costs continue to rise. Companies from industrial-materials maker PPG Industries (ticker: PPG) to home builder PulteGroup (PHM), have announced that sales and profits for 2021 won’t meet expectations. Investors will get a clearer picture of the supply chain issue when companies report their quarterly earnings this fall.\n“One question that’s going to start creeping in once we get to the third quarter is how much of the supply chain disruptions and inability to meet demand is going hit companies’ bottom lines,” says Yung Yu Ma, chief investment strategist at BMO Capital Markets. “That’s becoming much more acute.”\nThe other risk to profits that markets have largely ignored is higher corporate taxes. Goldman Sachs strategists say 2022 earnings per share on the S&P 500 could fall roughly 5% with a corporate tax hike to 25% from the current 21%—and House Democrats recently proposed an increase to 26.5%. With aggregate 2022 analyst estimates for S&P 500 EPS at $217.95, therefore, EPS could fall to $207. At a current 21 times, the index could drop 5% on a corporate tax hike—assuming the forward earnings multiple remains the same.\nThere’s a good chance it won’t. One major reason the S&P 500’s average valuation is above its prepandemic level of 19 times—it currently trades at 20.4 times 12-month forward earnings—is because the 10-year Treasury yield has fallen to 1.31% from 1.8% before the pandemic. Lower bond yields make future profits more valuable.\nThere’s a good chance yields are heading higher. The Federal Reserve has recently been buying tens of billions of dollars in Treasury bonds a month, driving bond prices up and yields down. But the central bank is now signaling it will wind that program down as soon as this year to zero dollars within a few quarters, which means less money into bonds, lower prices, and higher yields. (We’ll learn more Wednesday when the Fed releases its monetary policy statement.) That catalyst could drive the 10-year Treasury yield back up to 1.8% by year-end and the S&P 500’s multiple down to 19 times, writes Mike Wilson, chief U.S. equity strategist at Morgan Stanley.\nCombine the lower valuations with the drop in earnings estimates and the S&P 500 could have a lot further to fall. If the index trades at 19 times 2022 earnings of $207, the S&P 500 would trade at 3914, about 10% lower than its current level. If EPS is lower than that because of supply chain problems, the market could fall even harder. Wilson’s worst-case scenario estimate for the index is 3,700 by June, a 15% drop.\nThat means there is still time for investors to play defense. Part of a potential correction would be driven by fears of slower economic growth—and that means investors should own stocks with earnings streams that are less sensitive to changes in economic demand, such as consumer staples, healthcare, utilities, real estate, and telecommunications. History bears that out—when the S&P 500 drops 10%, going back to 1990, those five sectors return about 1%, on average, according to Stifel’s Bannister. “Defensives are a good place to hide if you’re in a September or October coalescing of risks,” says Bannister.\nOf course, there’s one more place investors can hide: cash. Not only does cash enable investors to load up on stocks when they dip, but if stock and Treasury prices fall, cash will hold its value save for the impact of inflation. The “least attractive asset is sometimes the best asset,” Bannister says.\nSometimes, it’s better to be safe than sorry.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836258513,"gmtCreate":1629503017332,"gmtModify":1633684456358,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/836258513","repostId":"1191201221","repostType":4,"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804808137,"gmtCreate":1627948422729,"gmtModify":1633755071747,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/804808137","repostId":"2156117308","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863627301,"gmtCreate":1632388675203,"gmtModify":1632800742745,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/863627301","repostId":"2169669996","repostType":2,"isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}