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2021-07-07

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2021-10-11

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2021-09-25

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2021-07-13

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Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数首次收于35,000点，但所有3个股指均在银行财报公布前连续创下历史新高</blockquote>

2021-07-02

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2021-07-28

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2021-12-10

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Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</blockquote>

2021-10-10

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2021-10-09

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S&P 500 ends lower after U.S. September jobs miss<blockquote>美国9月就业机会未达预期，标普500收低</blockquote>

2021-10-09

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2021-09-20

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2021-08-28

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2021-08-15

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These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>

2021-10-11

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2021-09-01

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2021-08-27

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2021-07-19

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2021-10-13

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Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote>

2021-09-22

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Dow erases a 343-point rebound and turns red<blockquote>道指抹去343点反弹并翻红</blockquote>

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It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文报告本季度营收为104亿美元，同比增长6%，高于该公司3%至5%增长的指导范围，以及华尔街普遍预测的102亿美元。这是该公司自2018年以来增长最好的季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非GAAP利润为每股1.21美元，同比增长14%，比华尔街普遍预期的每股1.11美元高出一毛钱。甲骨文的指引是每股利润1.09美元至1.13美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和内部许可收入增长13%，达到12亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认会计原则，该公司每股亏损46美分，反映了与聘请已故马克·赫德(Mark Hurd)担任公司首席执行官有关的长达10年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司为大型企业提供的财务软件Fusion ERP收入增长了35%，而为小型客户提供服务的NetSuite ERP收入增长了29%。该公司的人力资源软件应用程序Fusion HCM增长了25%。Oracle云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了70亿美元的股票。Catz指出，该公司在过去10年中已回购了47%的股票，平均价格约为当前水平的一半。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>在周四下午与分析师举行的电话会议上，卡茨表示甲骨文度过了一个“出色的季度”，“整个公司的表现普遍优异”。她指出，尽管收入为1亿美元，每股利润为1美分，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>Catz表示，该公司2022财年的收入增长较2021年的水平继续加速。她表示，甲骨文的云业务增长速度在20%左右，较第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz表示，该公司预计第三财季按固定汇率计算将增长6%至8%，按报告增长3%至5%，按报告利润为1.14美元至1.18美元，按固定汇率计算为1.19美元至1.23美元。Catz表示，该公司预计本季度收入将面临3%的货币阻力，每股收益将下降5美分。</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>Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</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\">\nOracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 17:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Oracle stock spiked more&nbsp;than&nbsp;11% in premarket trading&nbsp;after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.</p><p><blockquote>企业软件巨头甲骨文公布了截至11月30日的第二财季好于预期的财务业绩，该公司股价在盘前交易中飙升逾11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7ef666f8e53802ea4b818184595a59\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the quarter, Oracle&nbsp;reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文报告本季度营收为104亿美元，同比增长6%，高于该公司3%至5%增长的指导范围，以及华尔街普遍预测的102亿美元。这是该公司自2018年以来增长最好的季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非GAAP利润为每股1.21美元，同比增长14%，比华尔街普遍预期的每股1.11美元高出一毛钱。甲骨文的指引是每股利润1.09美元至1.13美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和内部许可收入增长13%，达到12亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认会计原则，该公司每股亏损46美分，反映了与聘请已故马克·赫德(Mark Hurd)担任公司首席执行官有关的长达10年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司为大型企业提供的财务软件Fusion ERP收入增长了35%，而为小型客户提供服务的NetSuite ERP收入增长了29%。该公司的人力资源软件应用程序Fusion HCM增长了25%。Oracle云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了70亿美元的股票。Catz指出，该公司在过去10年中已回购了47%的股票，平均价格约为当前水平的一半。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>在周四下午与分析师举行的电话会议上，卡茨表示甲骨文度过了一个“出色的季度”，“整个公司的表现普遍优异”。她指出，尽管收入为1亿美元，每股利润为1美分，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>Catz表示，该公司2022财年的收入增长较2021年的水平继续加速。她表示，甲骨文的云业务增长速度在20%左右，较第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz表示，该公司预计第三财季按固定汇率计算将增长6%至8%，按报告增长3%至5%，按报告利润为1.14美元至1.18美元，按固定汇率计算为1.19美元至1.23美元。Catz表示，该公司预计本季度收入将面临3%的货币阻力，每股收益将下降5美分。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136469052","content_text":"Oracle stock spiked more than 11% in premarket trading after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.\n\nFor the quarter, Oracle reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.\nNon-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.\nUnder generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.\nOracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%. Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.\nOracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.\nOn a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.\nCatz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.\nFor the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827516542,"gmtCreate":1634508581500,"gmtModify":1634508582319,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/827516542","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825597485,"gmtCreate":1634249127230,"gmtModify":1634274404929,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825597485","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohu8.com/m/news/1176037392?lang=zh_CN&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响iPhone 13的销售，苹果股价遭受重创。这位苹果专家认为，长期投资者不必太担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13正面临供应链问题。零部件短缺可能导致今年苹果设备产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股140美元——这是自2021年7月上旬以来从未见过的水平。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的事态发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新款。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者必须了解苹果股票投资者和交易者有不同类型。许多人购买股票是希望获得短期收益，而另一些人则长期押注股票。事实上，短线交易者可能有充分的理由感到担忧。如果苹果下个季度的iPhone销量未达到预期，并且该股因此做出负面反应怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会进一步关注苹果未来的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链问题只会导致销售从一个时期转移到下一个时期。这正是2020年发生的情况，当时COVID-19危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年上半年的iPhone销量增长情况。请注意，由于生产延迟，2019年痛苦的收入下降似乎创造了去年第四财季未得到满足的被压抑需求。当这些问题最终得到解决时，2021财年的收入猛增。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从2020财年开始到现在，iPhone的平均销量增长了14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果股价仍上涨了90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次在日历上发生变化吗？我认为这是合理的，如果不太可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延误并不是苹果特有的问题。今年从大流行中复苏的零部件短缺已被充分记录，并且似乎正在全面影响消费技术供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，因为担心随着全球经济继续反弹，整个行业的表现将不佳。但如果要在该领域投入资金，我认为苹果是一个比平均水平更安全的选择，因为它拥有一流的供应链管理。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释了苹果在首席执行官蒂姆·库克（Tim Cook）的领导下已成为“库存管理之王”，蒂姆·库克也是库比蒂诺公司的前首席运营官。因此，如果我押注一家公司能很好地处理供应链问题，它可能是最具购买力且在管理库存方面拥有良好记录的公司。</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 iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</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 iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-14 21:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响iPhone 13的销售，苹果股价遭受重创。这位苹果专家认为，长期投资者不必太担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13正面临供应链问题。零部件短缺可能导致今年苹果设备产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股140美元——这是自2021年7月上旬以来从未见过的水平。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的事态发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新款。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者必须了解苹果股票投资者和交易者有不同类型。许多人购买股票是希望获得短期收益，而另一些人则长期押注股票。事实上，短线交易者可能有充分的理由感到担忧。如果苹果下个季度的iPhone销量未达到预期，并且该股因此做出负面反应怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会进一步关注苹果未来的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链问题只会导致销售从一个时期转移到下一个时期。这正是2020年发生的情况，当时COVID-19危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年上半年的iPhone销量增长情况。请注意，由于生产延迟，2019年痛苦的收入下降似乎创造了去年第四财季未得到满足的被压抑需求。当这些问题最终得到解决时，2021财年的收入猛增。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从2020财年开始到现在，iPhone的平均销量增长了14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果股价仍上涨了90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次在日历上发生变化吗？我认为这是合理的，如果不太可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延误并不是苹果特有的问题。今年从大流行中复苏的零部件短缺已被充分记录，并且似乎正在全面影响消费技术供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，因为担心随着全球经济继续反弹，整个行业的表现将不佳。但如果要在该领域投入资金，我认为苹果是一个比平均水平更安全的选择，因为它拥有一流的供应链管理。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释了苹果在首席执行官蒂姆·库克（Tim Cook）的领导下已成为“库存管理之王”，蒂姆·库克也是库比蒂诺公司的前首席运营官。因此，如果我押注一家公司能很好地处理供应链问题，它可能是最具购买力且在管理库存方面拥有良好记录的公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825597673,"gmtCreate":1634249110536,"gmtModify":1634274407713,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825597673","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohu8.com/m/news/1176037392?lang=zh_CN&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响iPhone 13的销售，苹果股价遭受重创。这位苹果专家认为，长期投资者不必太担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13正面临供应链问题。零部件短缺可能导致今年苹果设备产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股140美元——这是自2021年7月上旬以来从未见过的水平。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的事态发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新款。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者必须了解苹果股票投资者和交易者有不同类型。许多人购买股票是希望获得短期收益，而另一些人则长期押注股票。事实上，短线交易者可能有充分的理由感到担忧。如果苹果下个季度的iPhone销量未达到预期，并且该股因此做出负面反应怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会进一步关注苹果未来的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链问题只会导致销售从一个时期转移到下一个时期。这正是2020年发生的情况，当时COVID-19危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年上半年的iPhone销量增长情况。请注意，由于生产延迟，2019年痛苦的收入下降似乎创造了去年第四财季未得到满足的被压抑需求。当这些问题最终得到解决时，2021财年的收入猛增。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从2020财年开始到现在，iPhone的平均销量增长了14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果股价仍上涨了90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次在日历上发生变化吗？我认为这是合理的，如果不太可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延误并不是苹果特有的问题。今年从大流行中复苏的零部件短缺已被充分记录，并且似乎正在全面影响消费技术供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，因为担心随着全球经济继续反弹，整个行业的表现将不佳。但如果要在该领域投入资金，我认为苹果是一个比平均水平更安全的选择，因为它拥有一流的供应链管理。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释了苹果在首席执行官蒂姆·库克（Tim Cook）的领导下已成为“库存管理之王”，蒂姆·库克也是库比蒂诺公司的前首席运营官。因此，如果我押注一家公司能很好地处理供应链问题，它可能是最具购买力且在管理库存方面拥有良好记录的公司。</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 iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</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 iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么iPhone供应中断对苹果股票来说不是问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-14 21:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响iPhone 13的销售，苹果股价遭受重创。这位苹果专家认为，长期投资者不必太担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13正面临供应链问题。零部件短缺可能导致今年苹果设备产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股140美元——这是自2021年7月上旬以来从未见过的水平。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的事态发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新款。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者必须了解苹果股票投资者和交易者有不同类型。许多人购买股票是希望获得短期收益，而另一些人则长期押注股票。事实上，短线交易者可能有充分的理由感到担忧。如果苹果下个季度的iPhone销量未达到预期，并且该股因此做出负面反应怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会进一步关注苹果未来的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链问题只会导致销售从一个时期转移到下一个时期。这正是2020年发生的情况，当时COVID-19危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年上半年的iPhone销量增长情况。请注意，由于生产延迟，2019年痛苦的收入下降似乎创造了去年第四财季未得到满足的被压抑需求。当这些问题最终得到解决时，2021财年的收入猛增。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019-2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从2020财年开始到现在，iPhone的平均销量增长了14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果股价仍上涨了90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次在日历上发生变化吗？我认为这是合理的，如果不太可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延误并不是苹果特有的问题。今年从大流行中复苏的零部件短缺已被充分记录，并且似乎正在全面影响消费技术供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，因为担心随着全球经济继续反弹，整个行业的表现将不佳。但如果要在该领域投入资金，我认为苹果是一个比平均水平更安全的选择，因为它拥有一流的供应链管理。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释了苹果在首席执行官蒂姆·库克（Tim Cook）的领导下已成为“库存管理之王”，蒂姆·库克也是库比蒂诺公司的前首席运营官。因此，如果我押注一家公司能很好地处理供应链问题，它可能是最具购买力且在管理库存方面拥有良好记录的公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822039075,"gmtCreate":1634077351266,"gmtModify":1634077351940,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/822039075","repostId":"1160581040","repostType":4,"repost":{"id":"1160581040","kind":"news","pubTimestamp":1634042129,"share":"https://www.laohu8.com/m/news/1160581040?lang=zh_CN&edition=full","pubTime":"2021-10-12 20:35","market":"us","language":"en","title":"Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160581040","media":"Barrons","summary":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to ","content":"<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，股市可能需要一些异常令人印象深刻的业绩才能在财报季之后上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标准普尔500指数公司的报告源源不断——截至周一，该指数中只有21家公司发布了报告——但本周标志着所谓的财报季的开始。投资者将听取达美航空（DAL）的意见，<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>(WBA)、联合健康集团(UNH)、银行业巨头摩根大通(JPM)、美国银行(BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据标准普尔全球市场情报，分析师预测标普500的每股收益总额将增长24.5%。由于去年第三季度仍受到部分封锁的破坏，一些对经济最敏感的行业仍预计每股收益将出现最大反弹。标普500工业和材料公司预计将分别同比增长73%和90%，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长3%和下降2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅超出预期的盈利才能使其股价大幅上涨。标普500今年已经上涨了17.9%，因为企业受益于Covid-19关闭后前所未有的重新开放和数万亿美元的财政刺激。因此，估值已经反映了大量的盈利流，标普500股票的平均交易价格约为12个月预期盈利预期的20.5倍，高于十几岁左右的长期平均水平。DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)写道，为了让市场达到这些估值，该指数需要超出预期至少10%才能在年底前反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>那可不容易。例如，耐克(NKE)和联邦快递(FDX)公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌6%和9%。早期记者的盈利超出预期的规模也在缩小。到目前为止，早期记者的盈利预期仅高出4%，远低于2020年和2021年第二季度的23.2%和15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>瑞士信贷首席美国股票策略师乔纳森·戈卢布写道：“我们认为，经济逆风将削弱定价能力和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。”</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已开始反映这些不利因素。自9月初以来，第三季度预测下降了约0.8%。这可能看起来不多，但如果企业表示他们预计获得供应会更加困难，并且成本持续上升，分析师可能会下调2022年的预期。雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)写道：“这标志着复苏中第一个明显存在盈利风险的财报季。”</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息是什么？标普500较9月2日的历史高点下跌了3.8%，因此一些盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnother Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 20:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，股市可能需要一些异常令人印象深刻的业绩才能在财报季之后上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标准普尔500指数公司的报告源源不断——截至周一，该指数中只有21家公司发布了报告——但本周标志着所谓的财报季的开始。投资者将听取达美航空（DAL）的意见，<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>(WBA)、联合健康集团(UNH)、银行业巨头摩根大通(JPM)、美国银行(BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据标准普尔全球市场情报，分析师预测标普500的每股收益总额将增长24.5%。由于去年第三季度仍受到部分封锁的破坏，一些对经济最敏感的行业仍预计每股收益将出现最大反弹。标普500工业和材料公司预计将分别同比增长73%和90%，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长3%和下降2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅超出预期的盈利才能使其股价大幅上涨。标普500今年已经上涨了17.9%，因为企业受益于Covid-19关闭后前所未有的重新开放和数万亿美元的财政刺激。因此，估值已经反映了大量的盈利流，标普500股票的平均交易价格约为12个月预期盈利预期的20.5倍，高于十几岁左右的长期平均水平。DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)写道，为了让市场达到这些估值，该指数需要超出预期至少10%才能在年底前反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>那可不容易。例如，耐克(NKE)和联邦快递(FDX)公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌6%和9%。早期记者的盈利超出预期的规模也在缩小。到目前为止，早期记者的盈利预期仅高出4%，远低于2020年和2021年第二季度的23.2%和15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>瑞士信贷首席美国股票策略师乔纳森·戈卢布写道：“我们认为，经济逆风将削弱定价能力和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。”</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已开始反映这些不利因素。自9月初以来，第三季度预测下降了约0.8%。这可能看起来不多，但如果企业表示他们预计获得供应会更加困难，并且成本持续上升，分析师可能会下调2022年的预期。雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)写道：“这标志着复苏中第一个明显存在盈利风险的财报季。”</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息是什么？标普500较9月2日的历史高点下跌了3.8%，因此一些盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160581040","content_text":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.\nReports from S&P 500 companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from Delta Air Lines (DAL),Walgreens Boots Alliance (WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase & Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.\nAnalysts are forecasting aggregate earnings per share on the S&P 500 to grow 24.5%, according to S&P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.\nNo matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.\nThat won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.\n“We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.\nEarnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.\nThe good news? The S&P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.\nThe question is whether it’s enough.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828859934,"gmtCreate":1633904029445,"gmtModify":1633904029616,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/828859934","repostId":"1194780749","repostType":4,"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828827267,"gmtCreate":1633903832567,"gmtModify":1633903832756,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828827267","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":2872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828156239,"gmtCreate":1633873312379,"gmtModify":1633873312589,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828156239","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":3516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821524326,"gmtCreate":1633763585008,"gmtModify":1633763590044,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821524326","repostId":"1100565546","repostType":4,"repost":{"id":"1100565546","kind":"news","pubTimestamp":1633734823,"share":"https://www.laohu8.com/m/news/1100565546?lang=zh_CN&edition=full","pubTime":"2021-10-09 07:13","market":"us","language":"en","title":"S&P 500 ends lower after U.S. September jobs miss<blockquote>美国9月就业机会未达预期，标普500收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100565546","media":"Reuters","summary":" - The S&P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.Wall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.Comcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable op","content":"<p>(Reuters) - The S&amp;P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.</p><p><blockquote>路透标普500周五收低，此前数据显示9月就业增长弱于预期，但投资者仍预计美联储今年将开始缩减资产购买规模。</blockquote></p><p> Wall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.</p><p><blockquote>华尔街三大主要股指在盘中大部分时间涨跌互现，但在接近尾声时有所下跌。三个指数均录得周线上涨。</blockquote></p><p> Comcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable operator to “underweight” from “overweight”.</p><p><blockquote>富国银行下调康卡斯特公司的目标股价后，康卡斯特公司股价暴跌；富国银行将有线电视运营商的评级从“跑赢大盘”下调至“跑输大盘”后，Charter Communications Inc股价下跌。</blockquote></p><p> Both companies were among the biggest drags on the S&amp;P 500 and Nasdaq.</p><p><blockquote>这两家公司都是标普500和纳斯达克最大的拖累之一。</blockquote></p><p> Real estate and utilities were the poorest performers among 11 S&amp;P 500 sector indexes, down 1.1% and 0.7%, respectively.</p><p><blockquote>在11个标普500行业指数中，房地产和公用事业表现最差，分别下跌1.1%和0.7%。</blockquote></p><p> The S&amp;P 500 energy sector index jumped 3.1%, with oil up more than 4% on the week as a global energy crunch has boosted prices to their highest since 2014.</p><p><blockquote>标普500能源板块指数上涨3.1%，油价本周上涨超过4%，因全球能源紧缩将价格推高至2014年以来的最高水平。</blockquote></p><p> Chevron and Exxon Mobil rallied more than 2% and were among the companies giving the S&amp;P 500 the greatest lift.</p><p><blockquote>雪佛龙和埃克森美孚股价上涨超过2%，是对标普500提振最大的公司之一。</blockquote></p><p> The Labor Department’s nonfarm payrolls report showed the U.S. economy in September created the fewest jobs in nine months as hiring dropped at schools and some businesses were short of workers. The unemployment rate fell to 4.8% from 5.2% in August and average hourly earnings rose 0.6%, which was more than expected.</p><p><blockquote>美国劳工部的非农就业报告显示，美国经济9月份创造的就业岗位为九个月来最少，原因是学校招聘人数下降，一些企业缺乏工人。失业率从8月份的5.2%降至4.8%，平均时薪增长0.6%，超出预期。</blockquote></p><p> “I think that the Federal Reserve made it very clear that they don’t need a blockbuster jobs report to taper in November,” said Kathy Lien, Managing Director at BK Asset Management in New York. “I think the Fed remains on track.”</p><p><blockquote>纽约BK资产管理公司董事总经理凯西·连恩(Kathy Lien)表示：“我认为美联储非常明确地表示，他们不需要一份重磅的就业报告就可以在11月份缩减规模。”“我认为美联储仍在正轨上。”</blockquote></p><p> Futures on the federal funds rate priced in a quarter-point tightening by the Federal Reserve by November or December next year.</p><p><blockquote>联邦基金利率期货预计美联储将在明年11月或12月收紧25个基点。</blockquote></p><p> The Dow Jones Industrial Average dipped 0.03% to end at 34,746.25 points, while the S&amp;P 500 lost 0.19% to 4,391.35.</p><p><blockquote>道琼斯工业平均指数下跌0.03%，收于34,746.25点；标普500下跌0.19%，收于4,391.35点。</blockquote></p><p> The Nasdaq Composite dropped 0.51% to 14,579.54.</p><p><blockquote>纳斯达克综合指数下跌0.51%，至14,579.54点。</blockquote></p><p> For the week, the S&amp;P 500 rose 0.8%, the Dow added 1.2% and the Nasdaq gained 0.1%.</p><p><blockquote>本周，标普500上涨0.8%，道琼斯指数上涨1.2%，纳斯达克上涨0.1%。</blockquote></p><p> Third-quarter reporting season kicks off next week, with JPMorgan Chase and other big banks among the first to post results. Investors are focused on global supply chain problems and labor shortages.</p><p><blockquote>第三季度财报季将于下周拉开帷幕，摩根大通和其他大银行将率先公布业绩。投资者关注全球供应链问题和劳动力短缺。</blockquote></p><p> Analysts see Q3 U.S. earnings growth of 30%:</p><p><blockquote>分析师预计美国第三季度盈利增长30%：</blockquote></p><p> Analysts on average expect S&amp;P 500 earnings per share for the quarter to be up almost 30%, according to Refinitiv.</p><p><blockquote>根据Refinitiv的数据，分析师平均预计标普500本季度每股收益将增长近30%。</blockquote></p><p> “I think it’s going to be a dicey earnings season,” warned Liz Young, head of investment strategy at SoFi in New York. “If supply-chain issues are driving up costs, a company with strong pricing power can pass through those rising costs. But you can’t pass through a labor shortage if you can’t find workers to hire.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young警告说：“我认为这将是一个充满风险的财报季。”“如果供应链问题推高了成本，拥有强大定价权的公司可以转嫁这些上涨的成本。但如果你找不到工人来雇佣，你就无法转嫁劳动力短缺。”</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.52-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.24比1；在纳斯达克，1.52比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 26 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 86 new highs and 113 new lows.</p><p><blockquote>标普500创下26个52周新高和3个新低；纳斯达克综合指数录得86个新高和113个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.2 billion shares, compared with the 11 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为92亿股，而过去20个交易日的平均成交量为110亿股。</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>S&P 500 ends lower after U.S. September jobs miss<blockquote>美国9月就业机会未达预期，标普500收低</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\">\nS&P 500 ends lower after U.S. September jobs miss<blockquote>美国9月就业机会未达预期，标普500收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-09 07:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The S&amp;P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.</p><p><blockquote>路透标普500周五收低，此前数据显示9月就业增长弱于预期，但投资者仍预计美联储今年将开始缩减资产购买规模。</blockquote></p><p> Wall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.</p><p><blockquote>华尔街三大主要股指在盘中大部分时间涨跌互现，但在接近尾声时有所下跌。三个指数均录得周线上涨。</blockquote></p><p> Comcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable operator to “underweight” from “overweight”.</p><p><blockquote>富国银行下调康卡斯特公司的目标股价后，康卡斯特公司股价暴跌；富国银行将有线电视运营商的评级从“跑赢大盘”下调至“跑输大盘”后，Charter Communications Inc股价下跌。</blockquote></p><p> Both companies were among the biggest drags on the S&amp;P 500 and Nasdaq.</p><p><blockquote>这两家公司都是标普500和纳斯达克最大的拖累之一。</blockquote></p><p> Real estate and utilities were the poorest performers among 11 S&amp;P 500 sector indexes, down 1.1% and 0.7%, respectively.</p><p><blockquote>在11个标普500行业指数中，房地产和公用事业表现最差，分别下跌1.1%和0.7%。</blockquote></p><p> The S&amp;P 500 energy sector index jumped 3.1%, with oil up more than 4% on the week as a global energy crunch has boosted prices to their highest since 2014.</p><p><blockquote>标普500能源板块指数上涨3.1%，油价本周上涨超过4%，因全球能源紧缩将价格推高至2014年以来的最高水平。</blockquote></p><p> Chevron and Exxon Mobil rallied more than 2% and were among the companies giving the S&amp;P 500 the greatest lift.</p><p><blockquote>雪佛龙和埃克森美孚股价上涨超过2%，是对标普500提振最大的公司之一。</blockquote></p><p> The Labor Department’s nonfarm payrolls report showed the U.S. economy in September created the fewest jobs in nine months as hiring dropped at schools and some businesses were short of workers. The unemployment rate fell to 4.8% from 5.2% in August and average hourly earnings rose 0.6%, which was more than expected.</p><p><blockquote>美国劳工部的非农就业报告显示，美国经济9月份创造的就业岗位为九个月来最少，原因是学校招聘人数下降，一些企业缺乏工人。失业率从8月份的5.2%降至4.8%，平均时薪增长0.6%，超出预期。</blockquote></p><p> “I think that the Federal Reserve made it very clear that they don’t need a blockbuster jobs report to taper in November,” said Kathy Lien, Managing Director at BK Asset Management in New York. “I think the Fed remains on track.”</p><p><blockquote>纽约BK资产管理公司董事总经理凯西·连恩(Kathy Lien)表示：“我认为美联储非常明确地表示，他们不需要一份重磅的就业报告就可以在11月份缩减规模。”“我认为美联储仍在正轨上。”</blockquote></p><p> Futures on the federal funds rate priced in a quarter-point tightening by the Federal Reserve by November or December next year.</p><p><blockquote>联邦基金利率期货预计美联储将在明年11月或12月收紧25个基点。</blockquote></p><p> The Dow Jones Industrial Average dipped 0.03% to end at 34,746.25 points, while the S&amp;P 500 lost 0.19% to 4,391.35.</p><p><blockquote>道琼斯工业平均指数下跌0.03%，收于34,746.25点；标普500下跌0.19%，收于4,391.35点。</blockquote></p><p> The Nasdaq Composite dropped 0.51% to 14,579.54.</p><p><blockquote>纳斯达克综合指数下跌0.51%，至14,579.54点。</blockquote></p><p> For the week, the S&amp;P 500 rose 0.8%, the Dow added 1.2% and the Nasdaq gained 0.1%.</p><p><blockquote>本周，标普500上涨0.8%，道琼斯指数上涨1.2%，纳斯达克上涨0.1%。</blockquote></p><p> Third-quarter reporting season kicks off next week, with JPMorgan Chase and other big banks among the first to post results. Investors are focused on global supply chain problems and labor shortages.</p><p><blockquote>第三季度财报季将于下周拉开帷幕，摩根大通和其他大银行将率先公布业绩。投资者关注全球供应链问题和劳动力短缺。</blockquote></p><p> Analysts see Q3 U.S. earnings growth of 30%:</p><p><blockquote>分析师预计美国第三季度盈利增长30%：</blockquote></p><p> Analysts on average expect S&amp;P 500 earnings per share for the quarter to be up almost 30%, according to Refinitiv.</p><p><blockquote>根据Refinitiv的数据，分析师平均预计标普500本季度每股收益将增长近30%。</blockquote></p><p> “I think it’s going to be a dicey earnings season,” warned Liz Young, head of investment strategy at SoFi in New York. “If supply-chain issues are driving up costs, a company with strong pricing power can pass through those rising costs. But you can’t pass through a labor shortage if you can’t find workers to hire.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young警告说：“我认为这将是一个充满风险的财报季。”“如果供应链问题推高了成本，拥有强大定价权的公司可以转嫁这些上涨的成本。但如果你找不到工人来雇佣，你就无法转嫁劳动力短缺。”</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.52-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.24比1；在纳斯达克，1.52比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 26 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 86 new highs and 113 new lows.</p><p><blockquote>标普500创下26个52周新高和3个新低；纳斯达克综合指数录得86个新高和113个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.2 billion shares, compared with the 11 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为92亿股，而过去20个交易日的平均成交量为110亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-lower-after-u-s-september-jobs-miss-idUSL1N2R42C9\">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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-lower-after-u-s-september-jobs-miss-idUSL1N2R42C9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100565546","content_text":"(Reuters) - The S&P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.\nWall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.\nComcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable operator to “underweight” from “overweight”.\nBoth companies were among the biggest drags on the S&P 500 and Nasdaq.\nReal estate and utilities were the poorest performers among 11 S&P 500 sector indexes, down 1.1% and 0.7%, respectively.\nThe S&P 500 energy sector index jumped 3.1%, with oil up more than 4% on the week as a global energy crunch has boosted prices to their highest since 2014.\nChevron and Exxon Mobil rallied more than 2% and were among the companies giving the S&P 500 the greatest lift.\nThe Labor Department’s nonfarm payrolls report showed the U.S. economy in September created the fewest jobs in nine months as hiring dropped at schools and some businesses were short of workers. The unemployment rate fell to 4.8% from 5.2% in August and average hourly earnings rose 0.6%, which was more than expected.\n“I think that the Federal Reserve made it very clear that they don’t need a blockbuster jobs report to taper in November,” said Kathy Lien, Managing Director at BK Asset Management in New York. “I think the Fed remains on track.”\nFutures on the federal funds rate priced in a quarter-point tightening by the Federal Reserve by November or December next year.\nThe Dow Jones Industrial Average dipped 0.03% to end at 34,746.25 points, while the S&P 500 lost 0.19% to 4,391.35.\nThe Nasdaq Composite dropped 0.51% to 14,579.54.\nFor the week, the S&P 500 rose 0.8%, the Dow added 1.2% and the Nasdaq gained 0.1%.\nThird-quarter reporting season kicks off next week, with JPMorgan Chase and other big banks among the first to post results. Investors are focused on global supply chain problems and labor shortages.\nAnalysts see Q3 U.S. earnings growth of 30%:\nAnalysts on average expect S&P 500 earnings per share for the quarter to be up almost 30%, according to Refinitiv.\n“I think it’s going to be a dicey earnings season,” warned Liz Young, head of investment strategy at SoFi in New York. “If supply-chain issues are driving up costs, a company with strong pricing power can pass through those rising costs. But you can’t pass through a labor shortage if you can’t find workers to hire.”\nDeclining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.52-to-1 ratio favored decliners.\nThe S&P 500 posted 26 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 86 new highs and 113 new lows.\nVolume on U.S. exchanges was 9.2 billion shares, compared with the 11 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821525671,"gmtCreate":1633763527115,"gmtModify":1633763543549,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867519958","repostId":"1181558340","repostType":4,"repost":{"id":"1181558340","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":1633270535,"share":"https://www.laohu8.com/m/news/1181558340?lang=zh_CN&edition=full","pubTime":"2021-10-03 22:15","market":"us","language":"en","title":"Here is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181558340","media":"Tiger Newspress","summary":"The S&P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quart","content":"<p>The S&amp;P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quarter.</p><p><blockquote>标普500在9月份遭受了最糟糕的月份，但第三季度仍勉强上涨了0.2%。</blockquote></p><p> Lots&nbsp;of&nbsp;stocks’ gains for the year were offset by the September slump.But&nbsp;there&nbsp;are&nbsp;some&nbsp;stocks helped keep the market afloat .</p><p><blockquote>许多股票今年的涨幅被9月份的暴跌所抵消。但也有一些股票帮助市场保持了稳定。</blockquote></p><p> CNBC ranked the top performers in S&amp;P&nbsp;500 index for the&nbsp;third quarter using data from FactSet. The top 20 are dominated by lesser-known names in health care, technology and financials. Energy, the only sector to finish higher in September, made a small appearance.</p><p><blockquote>CNBC使用FactSet的数据对第三季度标准普尔500指数中表现最好的公司进行了排名。前20名由医疗保健、科技和金融领域鲜为人知的公司主导。能源是9月份唯一收高的板块，小幅亮相。</blockquote></p><p> Here are the biggest third-quarter winners in the S&amp;P 500:<img src=\"https://static.tigerbbs.com/dd6449e408f045d2210f515fa5677ab3\" tg-width=\"1048\" tg-height=\"1564\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> generated the highest return in the S&amp;P for the third quarter, about 60%, as Covid-19 vaccines continued being rolled out to more people and talk of a Covid booster shot evolved. The vaccine maker’s stock popped after it announced it would test a combined Covid and flu vaccine.</p><p><blockquote>以下是标普500第三季度最大的赢家：<a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>随着Covid-19疫苗继续向更多人推广以及有关Covid加强注射的讨论不断发展，第三季度在S&amp;P中产生了最高的回报率，约为60%。这家疫苗制造商宣布将测试新冠和流感联合疫苗后，其股价飙升。</blockquote></p><p> Also,&nbsp;Moderna is higher by a whopping 268% for the year.</p><p><blockquote>此外，Moderna今年的股价也上涨了268%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PAYC\">Paycom Software, Inc.</a>&nbsp;is only up about 8% for the year. Still, the payroll services company generated the second-largest returns for the quarter, about 36%, as people began reentering the workforce. Government stimulus targeted at mid-market and small businesses helped the firm as well, according to Oppenheimer’s Brian Schwartz.</p><p><blockquote><a href=\"https://laohu8.com/S/PAYC\">Paycom软件公司。</a>今年仅增长了约8%。尽管如此，随着人们开始重新进入劳动力市场，这家薪资服务公司本季度的回报率仍位居第二，约为36%。奥本海默的布莱恩·施瓦茨表示，政府针对中端市场和小型企业的刺激措施也帮助了该公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> a high-performance analog semiconductor company, was up 29% for the quarter and about 32% for the year.</p><p><blockquote><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a>一家高性能模拟半导体公司，本季度增长29%，全年增长约32%。</blockquote></p><p> Quanta Services, a contracting services company, gained about 25% for the quarter. Stifel recently said the stock saw an impact from both lower oil prices and Covid-related shelter in place orders and that it anticipates some recovery in the market in the second half of the year.</p><p><blockquote>承包服务公司Quanta Services本季度股价上涨约25%。Stifel最近表示，该股受到油价下跌和与新冠疫情相关的避难所订单的影响，预计下半年市场将有所复苏。</blockquote></p><p> Oil prices dipped in the middle of the quarter but have been rallying since. While many of the top performers for the third quarter had a down month in September or eked out small gains, Quanta is up more than 11% for the month.</p><p><blockquote>油价在本季度中期下跌，但此后一直在上涨。尽管许多第三季度表现最好的公司在9月份出现了下滑或小幅上涨，但广达当月上涨了11%以上。</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>Here is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</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\">\nHere is Top 20 S&P 500 winners in the third-quarter<blockquote>以下是第三季度标普500前20名获奖者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-03 22:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The S&amp;P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quarter.</p><p><blockquote>标普500在9月份遭受了最糟糕的月份，但第三季度仍勉强上涨了0.2%。</blockquote></p><p> Lots&nbsp;of&nbsp;stocks’ gains for the year were offset by the September slump.But&nbsp;there&nbsp;are&nbsp;some&nbsp;stocks helped keep the market afloat .</p><p><blockquote>许多股票今年的涨幅被9月份的暴跌所抵消。但也有一些股票帮助市场保持了稳定。</blockquote></p><p> CNBC ranked the top performers in S&amp;P&nbsp;500 index for the&nbsp;third quarter using data from FactSet. The top 20 are dominated by lesser-known names in health care, technology and financials. Energy, the only sector to finish higher in September, made a small appearance.</p><p><blockquote>CNBC使用FactSet的数据对第三季度标准普尔500指数中表现最好的公司进行了排名。前20名由医疗保健、科技和金融领域鲜为人知的公司主导。能源是9月份唯一收高的板块，小幅亮相。</blockquote></p><p> Here are the biggest third-quarter winners in the S&amp;P 500:<img src=\"https://static.tigerbbs.com/dd6449e408f045d2210f515fa5677ab3\" tg-width=\"1048\" tg-height=\"1564\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> generated the highest return in the S&amp;P for the third quarter, about 60%, as Covid-19 vaccines continued being rolled out to more people and talk of a Covid booster shot evolved. The vaccine maker’s stock popped after it announced it would test a combined Covid and flu vaccine.</p><p><blockquote>以下是标普500第三季度最大的赢家：<a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>随着Covid-19疫苗继续向更多人推广以及有关Covid加强注射的讨论不断发展，第三季度在S&amp;P中产生了最高的回报率，约为60%。这家疫苗制造商宣布将测试新冠和流感联合疫苗后，其股价飙升。</blockquote></p><p> Also,&nbsp;Moderna is higher by a whopping 268% for the year.</p><p><blockquote>此外，Moderna今年的股价也上涨了268%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PAYC\">Paycom Software, Inc.</a>&nbsp;is only up about 8% for the year. Still, the payroll services company generated the second-largest returns for the quarter, about 36%, as people began reentering the workforce. Government stimulus targeted at mid-market and small businesses helped the firm as well, according to Oppenheimer’s Brian Schwartz.</p><p><blockquote><a href=\"https://laohu8.com/S/PAYC\">Paycom软件公司。</a>今年仅增长了约8%。尽管如此，随着人们开始重新进入劳动力市场，这家薪资服务公司本季度的回报率仍位居第二，约为36%。奥本海默的布莱恩·施瓦茨表示，政府针对中端市场和小型企业的刺激措施也帮助了该公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> a high-performance analog semiconductor company, was up 29% for the quarter and about 32% for the year.</p><p><blockquote><a href=\"https://laohu8.com/S/MPWR\">单片电源系统</a>一家高性能模拟半导体公司，本季度增长29%，全年增长约32%。</blockquote></p><p> Quanta Services, a contracting services company, gained about 25% for the quarter. Stifel recently said the stock saw an impact from both lower oil prices and Covid-related shelter in place orders and that it anticipates some recovery in the market in the second half of the year.</p><p><blockquote>承包服务公司Quanta Services本季度股价上涨约25%。Stifel最近表示，该股受到油价下跌和与新冠疫情相关的避难所订单的影响，预计下半年市场将有所复苏。</blockquote></p><p> Oil prices dipped in the middle of the quarter but have been rallying since. While many of the top performers for the third quarter had a down month in September or eked out small gains, Quanta is up more than 11% for the month.</p><p><blockquote>油价在本季度中期下跌，但此后一直在上涨。尽管许多第三季度表现最好的公司在9月份出现了下滑或小幅上涨，但广达当月上涨了11%以上。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAYC":"Paycom Software, Inc.","PWR":"广达公司","MPWR":"Monolithic Power Systems","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181558340","content_text":"The S&P 500 suffered worst month In September, but it still eked out a 0.2% gain for the third quarter.\nLots of stocks’ gains for the year were offset by the September slump.But there are some stocks helped keep the market afloat .\nCNBC ranked the top performers in S&P 500 index for the third quarter using data from FactSet. The top 20 are dominated by lesser-known names in health care, technology and financials. Energy, the only sector to finish higher in September, made a small appearance.\nHere are the biggest third-quarter winners in the S&P 500:Moderna, Inc. generated the highest return in the S&P for the third quarter, about 60%, as Covid-19 vaccines continued being rolled out to more people and talk of a Covid booster shot evolved. The vaccine maker’s stock popped after it announced it would test a combined Covid and flu vaccine.\nAlso, Moderna is higher by a whopping 268% for the year.\nPaycom Software, Inc. is only up about 8% for the year. Still, the payroll services company generated the second-largest returns for the quarter, about 36%, as people began reentering the workforce. Government stimulus targeted at mid-market and small businesses helped the firm as well, according to Oppenheimer’s Brian Schwartz.\nMonolithic Power Systems a high-performance analog semiconductor company, was up 29% for the quarter and about 32% for the year.\nQuanta Services, a contracting services company, gained about 25% for the quarter. Stifel recently said the stock saw an impact from both lower oil prices and Covid-related shelter in place orders and that it anticipates some recovery in the market in the second half of the year.\nOil prices dipped in the middle of the quarter but have been rallying since. While many of the top performers for the third quarter had a down month in September or eked out small gains, Quanta is up more than 11% for the month.","news_type":1,"symbols_score_info":{"PWR":0.9,"PAYC":0.9,"MPWR":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867670134,"gmtCreate":1633263135172,"gmtModify":1633263135869,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862835057","repostId":"1179744266","repostType":4,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868578944,"gmtCreate":1632694278688,"gmtModify":1632798611185,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868578944","repostId":"1142057327","repostType":4,"repost":{"id":"1142057327","kind":"news","pubTimestamp":1632643246,"share":"https://www.laohu8.com/m/news/1142057327?lang=zh_CN&edition=full","pubTime":"2021-09-26 16:00","market":"hk","language":"en","title":"Intel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142057327","media":"The street","summary":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to","content":"<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p><p><blockquote>英特尔在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项200亿美元项目的一部分，旨在帮助满足美国对半导体的高需求。</blockquote></p><p> Intel&nbsp;(<b>INTC</b>) -Get Intel Corporation (INTC) Report&nbsp;on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help&nbsp;alleviate the severe shortage of semiconductors in the U.S.</p><p><blockquote>英特尔（<b>INTC</b>)-获取英特尔公司(INTC)报告周五在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项耗资200亿美元的项目的一部分，旨在帮助缓解美国半导体的严重短缺。</blockquote></p><p> The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的半导体芯片制造商首席执行官帕特·基辛格(Pat Gelsinger)在该公司位于亚利桑那州钱德勒的奥科蒂洛园区主持了该项目的奠基仪式，标志着该州历史上最大的私人投资。</blockquote></p><p> Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p><p><blockquote>英特尔预计这些工厂将于2024年全面投入运营，生产该公司最先进的工艺技术。</blockquote></p><p> “Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p><p><blockquote>基辛格在公司声明中表示：“今天的庆祝活动标志着一个重要的里程碑，因为我们正在努力提高产能并满足对半导体的难以置信的需求：半导体是万物数字化的基础技术。我们正在开创一个创新的新时代——对英特尔、对亚利桑那州和对全世界都是如此。自40多年前开业以来，这项200亿美元的扩建将使我们在亚利桑那州的总投资超过500亿美元。”</blockquote></p><p> \"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p><p><blockquote>Gelsinger表示：“作为唯一一家总部位于美国的领先芯片制造商，我们致力于在这项长期投资的基础上再接再厉，帮助美国重新获得半导体领先地位。”</blockquote></p><p> Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p><p><blockquote>周五盘后英特尔股价上涨0.18%，至54.32美元。</blockquote></p><p> Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p><p><blockquote>基辛格周四参加了与科技公司高管和商务部长吉娜·雷蒙多的虚拟会议，以解决全球半导体芯片短缺问题，该问题干扰了高科技、电子和汽车行业的生产。</blockquote></p><p> The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p><p><blockquote>这两个新工厂将被命名为Fab 52和Fab 62，将容纳总共六个半导体晶圆厂。该项目将创造3,000多个高科技、高工资的英特尔工作岗位、3,000个建筑工作岗位，并为当地社区提供约15,000个额外的间接工作岗位。</blockquote></p><p> Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p><p><blockquote>英特尔的竞争对手台积电公司计划也在亚利桑那州建造其在美国的第二家芯片工厂，目标是2024年开始生产。</blockquote></p><p></p>","source":"lsy1610613172068","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>Intel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</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\">\nIntel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The street</strong><span class=\"h-time small\">2021-09-26 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p><p><blockquote>英特尔在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项200亿美元项目的一部分，旨在帮助满足美国对半导体的高需求。</blockquote></p><p> Intel&nbsp;(<b>INTC</b>) -Get Intel Corporation (INTC) Report&nbsp;on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help&nbsp;alleviate the severe shortage of semiconductors in the U.S.</p><p><blockquote>英特尔（<b>INTC</b>)-获取英特尔公司(INTC)报告周五在亚利桑那州的两家新计算机芯片工厂破土动工，这是一项耗资200亿美元的项目的一部分，旨在帮助缓解美国半导体的严重短缺。</blockquote></p><p> The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的半导体芯片制造商首席执行官帕特·基辛格(Pat Gelsinger)在该公司位于亚利桑那州钱德勒的奥科蒂洛园区主持了该项目的奠基仪式，标志着该州历史上最大的私人投资。</blockquote></p><p> Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p><p><blockquote>英特尔预计这些工厂将于2024年全面投入运营，生产该公司最先进的工艺技术。</blockquote></p><p> “Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p><p><blockquote>基辛格在公司声明中表示：“今天的庆祝活动标志着一个重要的里程碑，因为我们正在努力提高产能并满足对半导体的难以置信的需求：半导体是万物数字化的基础技术。我们正在开创一个创新的新时代——对英特尔、对亚利桑那州和对全世界都是如此。自40多年前开业以来，这项200亿美元的扩建将使我们在亚利桑那州的总投资超过500亿美元。”</blockquote></p><p> \"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p><p><blockquote>Gelsinger表示：“作为唯一一家总部位于美国的领先芯片制造商，我们致力于在这项长期投资的基础上再接再厉，帮助美国重新获得半导体领先地位。”</blockquote></p><p> Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p><p><blockquote>周五盘后英特尔股价上涨0.18%，至54.32美元。</blockquote></p><p> Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p><p><blockquote>基辛格周四参加了与科技公司高管和商务部长吉娜·雷蒙多的虚拟会议，以解决全球半导体芯片短缺问题，该问题干扰了高科技、电子和汽车行业的生产。</blockquote></p><p> The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p><p><blockquote>这两个新工厂将被命名为Fab 52和Fab 62，将容纳总共六个半导体晶圆厂。该项目将创造3,000多个高科技、高工资的英特尔工作岗位、3,000个建筑工作岗位，并为当地社区提供约15,000个额外的间接工作岗位。</blockquote></p><p> Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p><p><blockquote>英特尔的竞争对手台积电公司计划也在亚利桑那州建造其在美国的第二家芯片工厂，目标是2024年开始生产。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories\">The street</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":{"INTC":"英特尔"},"source_url":"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142057327","content_text":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.\nIntel (INTC) -Get Intel Corporation (INTC) Report on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help alleviate the severe shortage of semiconductors in the U.S.\nThe Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.\nIntel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.\n“Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.\n\"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.\nShares of Intel on Friday traded 0.18% higher to $54.32 after hours.\nGelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.\nThe two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.\nIntel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":157466239,"gmtCreate":1625611161021,"gmtModify":1633939211962,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"🥲","listText":"🥲","text":"🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/157466239","repostId":"1158933651","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":828859934,"gmtCreate":1633904029445,"gmtModify":1633904029616,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/868994030","repostId":"1149730497","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142952920,"gmtCreate":1626128969060,"gmtModify":1633929969600,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/142952920","repostId":"1119839711","repostType":4,"repost":{"id":"1119839711","kind":"news","pubTimestamp":1626126339,"share":"https://www.laohu8.com/m/news/1119839711?lang=zh_CN&edition=full","pubTime":"2021-07-13 05:45","market":"us","language":"en","title":"Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数首次收于35,000点，但所有3个股指均在银行财报公布前连续创下历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119839711","media":"MarketWatch","summary":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq C","content":"<p>  <b>Dow ends just shy of 35,000 milestone.</b>  The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数收盘略低于35,000点的里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一综合指数连续创下纪录，以上周结束的方式开始了本周。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的收官之际，投资者正在等待美联储主席杰罗姆的半年度证词<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始，一批经济报告贯穿整个星期，企业季度业绩的非正式开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的？</b></blockquote></p><p> <ul>  <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>  <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>  <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数上涨126.02点，涨幅0.4%，收于创纪录的34,996.18点。</li><li>标普500指数SPX,+0.35%上涨15.08点，涨幅0.4%，收于创纪录的4,384.63点，此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点，即0.2%，收于创纪录的14,733.24点，此前盘中创下历史新高14,761.08点。</li></ul>周五，道琼斯指数和标普500指数收于历史新高，周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高，周涨幅为0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场？</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一，主要股指连续上涨至收盘纪录。此次上涨发生在本周晚些时候可能成为催化剂的一些关键事件之前，包括财报季的非正式开始，<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>&amp;Co</b>鲍威尔将于周二在国会大厦作证，摩根大通+1.43%<a href=\"https://laohu8.com/S/HIL\">山丘</a>，以及有关通货膨胀的最新读数。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲，这可能会推动市场走高，”<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S.的收入，并补充说，目前，盈利已经掩盖了<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>超过计划的基础设施支出和可能更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>凯里对MarketWatch表示：“大多数人似乎都关注经济实力以及更好的盈利来支撑股价的可能性，而股价肯定处于高位。”</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡，随后以繁荣告终，部分原因是美国国债收益率下降。政府债务利率的下调引发了人们对美国经济从疫情复苏的前景的质疑。COVID-19德尔塔变异毒株的蔓延已成为一个令人担忧的问题，但某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据，人们对美联储货币政策的质疑也被指责为部分交易不稳定的原因。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>周一，10年期国债收益率MUBMUSD10Y, 1.365%小幅上涨不到一个基点至1.362%，而30年期国债收益率MUBMUSD30Y, 2.000%上涨1.2个基点至1.993%，接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示，缩减每月1200亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管通胀和增长峰值的担忧继续渗透并令美国家庭担忧，但一些策略师表示，这些担忧对市场来说可能被“过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>由杰森·普莱德和迈克尔·雷诺兹领导的格伦梅德团队在周一的一份报告中写道：“之前的通胀担忧和当前的增长峰值担忧都可能是对近期趋势的过度推断，不会持续下去。”</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行中持续复苏的过程中，市场试图适应快速变化的信息流，可能会保持波动”，但这些因素“不应对市场造成长期破坏”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注delta驱动的COVID感染。美国以3385万例COVID病例和607156例死亡位居世界第一。安东尼·福奇博士周一表示，目前不需要加强剂，但周日CNN inview表示，看到保守派为低疫苗接种率欢呼是“令人震惊的”，并指责“意识形态僵化”阻碍了抗击疫情的斗争。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“我们长期以来一直警告说，疫苗接种不太可能引发向正常状态的平稳过渡，”本·梅说，<a href=\"https://laohu8.com/S/OXM\">牛津大学</a>经济学全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前，周一没有关键数据公布，首先是周二的消费者价格数据。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外，投资者还关注20国集团财长之间的讨论，他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“我们需要可持续的收入来源，而不是依赖于进一步对工人工资征税和加剧我们都致力于缩小的经济差距，”美国财政部长珍妮特·耶伦在向欧盟国家发表的关于修改国际企业税法的讲话中表示。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>她说：“我们需要制止企业将资本收入转移到低税收管辖区，以及让他们逃避支付公平份额的会计噱头。”</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点？</b></blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>  <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>  <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>  <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>  <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>  <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>  <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Inc</b>.AVGO,+1.16%据《华尔街日报》报道，这家芯片和软件公司正在就收购SAS Institute Inc.进行谈判，这笔交易的估值可能达到150亿至200亿美元，周一股价上涨1.2%。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc</b>特拉华联邦法官驳回了Blix Inc.的诉讼，称该诉讼未能证明苹果如何损害了移动操作系统市场的竞争，该公司股价一天下跌0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>.LB,+4.16%表示，将于下个月分拆为两家上市公司，维多利亚的秘密(Victoria's Secret&amp;Co.)的内衣部门将更名为“VSCO”，而Bath&amp;BodyWorks Inc.的子公司将更名为“BBWI”，股票代码为“BBWI”，从8月3日开始。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>Inc</b>.GME,-1.04%周一，Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元，但仍远未接近该公司周一189.25美元的收盘价。</li><li>户外烤架制造商韦伯(Weber)已申请上市，距其标志性的圆顶状烤架问世已近50年。股票将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>证券交易所，股票代码为WEBR。</li><li>本公司之股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid周一下跌17.3%，这是自2020年3月16日以来的最大单日跌幅，此前一天创始人理查德·布兰森(Richard Branson)和五名机组人员乘坐该公司的VSS成功飞入亚轨道空间<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力太空飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商.BASE周一设定了首次公开募股的条款，计划发行700万股，每股定价20至23美元。该公司已申请在纳斯达克上市，股票代码为“BASE”。</li><li>本公司之股份<b>现代公司</b>.MRNA周一上涨2.8%，此前该公司表示将向阿根廷供应2000万剂COVID-19疫苗。</li><li>本公司之股份<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds公司</a>.</b>尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景，SWI周一仍下跌1.8%。</li></ul><b>其他资产是如何交易的？</b></blockquote></p><p> <ul>  <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>  <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>  <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>  <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>衡量美元兑六个主要竞争对手的ICE美元指数DXY上涨0.1%。</li><li>石油期货周一收盘走低，美国基准Cl 00 Cl.1,-0.51%下跌0.6%，收于每桶74.10美元。黄金GC 00收跌0.3%，报每盎司1805.90美元。</li><li>欧洲股市方面，斯托克欧洲600指数收盘上涨0.7%，而伦敦股市收盘上涨0.7%<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX周一收盘上涨0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一，上证综指上涨0.7%，恒生指数恒生指数上涨0.6%，日经225指数上涨2.3%。</li></ul></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>Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数首次收于35,000点，但所有3个股指均在银行财报公布前连续创下历史新高</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\">\nDow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数首次收于35,000点，但所有3个股指均在银行财报公布前连续创下历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-13 05:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Dow ends just shy of 35,000 milestone.</b>  The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数收盘略低于35,000点的里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一综合指数连续创下纪录，以上周结束的方式开始了本周。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的收官之际，投资者正在等待美联储主席杰罗姆的半年度证词<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始，一批经济报告贯穿整个星期，企业季度业绩的非正式开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的？</b></blockquote></p><p> <ul>  <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>  <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>  <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数上涨126.02点，涨幅0.4%，收于创纪录的34,996.18点。</li><li>标普500指数SPX,+0.35%上涨15.08点，涨幅0.4%，收于创纪录的4,384.63点，此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点，即0.2%，收于创纪录的14,733.24点，此前盘中创下历史新高14,761.08点。</li></ul>周五，道琼斯指数和标普500指数收于历史新高，周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高，周涨幅为0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场？</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一，主要股指连续上涨至收盘纪录。此次上涨发生在本周晚些时候可能成为催化剂的一些关键事件之前，包括财报季的非正式开始，<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>&amp;Co</b>鲍威尔将于周二在国会大厦作证，摩根大通+1.43%<a href=\"https://laohu8.com/S/HIL\">山丘</a>，以及有关通货膨胀的最新读数。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲，这可能会推动市场走高，”<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S.的收入，并补充说，目前，盈利已经掩盖了<a href=\"https://laohu8.com/S/WASH\">华盛顿州</a>超过计划的基础设施支出和可能更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>凯里对MarketWatch表示：“大多数人似乎都关注经济实力以及更好的盈利来支撑股价的可能性，而股价肯定处于高位。”</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡，随后以繁荣告终，部分原因是美国国债收益率下降。政府债务利率的下调引发了人们对美国经济从疫情复苏的前景的质疑。COVID-19德尔塔变异毒株的蔓延已成为一个令人担忧的问题，但某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据，人们对美联储货币政策的质疑也被指责为部分交易不稳定的原因。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>周一，10年期国债收益率MUBMUSD10Y, 1.365%小幅上涨不到一个基点至1.362%，而30年期国债收益率MUBMUSD30Y, 2.000%上涨1.2个基点至1.993%，接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示，缩减每月1200亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管通胀和增长峰值的担忧继续渗透并令美国家庭担忧，但一些策略师表示，这些担忧对市场来说可能被“过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>由杰森·普莱德和迈克尔·雷诺兹领导的格伦梅德团队在周一的一份报告中写道：“之前的通胀担忧和当前的增长峰值担忧都可能是对近期趋势的过度推断，不会持续下去。”</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行中持续复苏的过程中，市场试图适应快速变化的信息流，可能会保持波动”，但这些因素“不应对市场造成长期破坏”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注delta驱动的COVID感染。美国以3385万例COVID病例和607156例死亡位居世界第一。安东尼·福奇博士周一表示，目前不需要加强剂，但周日CNN inview表示，看到保守派为低疫苗接种率欢呼是“令人震惊的”，并指责“意识形态僵化”阻碍了抗击疫情的斗争。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“我们长期以来一直警告说，疫苗接种不太可能引发向正常状态的平稳过渡，”本·梅说，<a href=\"https://laohu8.com/S/OXM\">牛津大学</a>经济学全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前，周一没有关键数据公布，首先是周二的消费者价格数据。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外，投资者还关注20国集团财长之间的讨论，他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“我们需要可持续的收入来源，而不是依赖于进一步对工人工资征税和加剧我们都致力于缩小的经济差距，”美国财政部长珍妮特·耶伦在向欧盟国家发表的关于修改国际企业税法的讲话中表示。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>她说：“我们需要制止企业将资本收入转移到低税收管辖区，以及让他们逃避支付公平份额的会计噱头。”</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点？</b></blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>  <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>  <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>  <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>  <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>  <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>  <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Inc</b>.AVGO,+1.16%据《华尔街日报》报道，这家芯片和软件公司正在就收购SAS Institute Inc.进行谈判，这笔交易的估值可能达到150亿至200亿美元，周一股价上涨1.2%。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc</b>特拉华联邦法官驳回了Blix Inc.的诉讼，称该诉讼未能证明苹果如何损害了移动操作系统市场的竞争，该公司股价一天下跌0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>.LB,+4.16%表示，将于下个月分拆为两家上市公司，维多利亚的秘密(Victoria's Secret&amp;Co.)的内衣部门将更名为“VSCO”，而Bath&amp;BodyWorks Inc.的子公司将更名为“BBWI”，股票代码为“BBWI”，从8月3日开始。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>Inc</b>.GME,-1.04%周一，Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元，但仍远未接近该公司周一189.25美元的收盘价。</li><li>户外烤架制造商韦伯(Weber)已申请上市，距其标志性的圆顶状烤架问世已近50年。股票将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>证券交易所，股票代码为WEBR。</li><li>本公司之股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid周一下跌17.3%，这是自2020年3月16日以来的最大单日跌幅，此前一天创始人理查德·布兰森(Richard Branson)和五名机组人员乘坐该公司的VSS成功飞入亚轨道空间<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力太空飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商.BASE周一设定了首次公开募股的条款，计划发行700万股，每股定价20至23美元。该公司已申请在纳斯达克上市，股票代码为“BASE”。</li><li>本公司之股份<b>现代公司</b>.MRNA周一上涨2.8%，此前该公司表示将向阿根廷供应2000万剂COVID-19疫苗。</li><li>本公司之股份<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds公司</a>.</b>尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景，SWI周一仍下跌1.8%。</li></ul><b>其他资产是如何交易的？</b></blockquote></p><p> <ul>  <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>  <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>  <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>  <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>衡量美元兑六个主要竞争对手的ICE美元指数DXY上涨0.1%。</li><li>石油期货周一收盘走低，美国基准Cl 00 Cl.1,-0.51%下跌0.6%，收于每桶74.10美元。黄金GC 00收跌0.3%，报每盎司1805.90美元。</li><li>欧洲股市方面，斯托克欧洲600指数收盘上涨0.7%，而伦敦股市收盘上涨0.7%<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX周一收盘上涨0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一，上证综指上涨0.7%，恒生指数恒生指数上涨0.6%，日经225指数上涨2.3%。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST\">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":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119839711","content_text":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.\nThe record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome Powell beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.\nHow did stock benchmarks end?\n\nThe Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.\nS&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.\nNasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.\n\nOn Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.\nWhat drove the market?\nMajor stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, whichJPMorgan Chase & Co.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol Hill, and fresh readings on inflation.\n“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of Equity Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in Washington over planned infrastructure spending and potentially higher corporate taxes.\n“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.\nEquity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.\nQuestions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.\nYields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.\nFederal Reserve Bank ofNew York President John Williams told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.\nAlthough inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.\n“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.\n“Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”\nInvestors also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.\n“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, Oxford Economics’ director of global macro research wrote Monday.\nNo key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.\nSeparately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.\n“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.\n“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.\nWhich companies were in focus?\n\nBroadcom Inc.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.\nApple Inc.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.\nL Brands Inc.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.\nGameStop Inc.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.\nWeber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the New York Stock Exchange under the ticker WEBR.\nShares ofVirgin Galactic Holdings Inc. SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS Unity rocket-powered spaceplane.\nCouchbase Inc. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’\nShares ofModerna Inc. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.\nShares ofSolarWinds Corp. SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.\n\nHow did other assets trade?\n\nThe ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.\nOil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.\nIn European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s FTSE 100 UKX finished up 0.05% on Monday.\nIn Asia, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156761440,"gmtCreate":1625237192080,"gmtModify":1633942178706,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/156761440","repostId":"2148725958","repostType":4,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803374110,"gmtCreate":1627426211730,"gmtModify":1633765235024,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/803374110","repostId":"1148712151","repostType":4,"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605116322,"gmtCreate":1639128184657,"gmtModify":1639128695043,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605116322","repostId":"1136469052","repostType":4,"repost":{"id":"1136469052","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":1639127359,"share":"https://www.laohu8.com/m/news/1136469052?lang=zh_CN&edition=full","pubTime":"2021-12-10 17:09","market":"us","language":"en","title":"Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136469052","media":"Tiger Newspress","summary":"Oracle stock spiked more than 11% in premarket trading after the enterprise software giant posted be","content":"<p>Oracle stock spiked more&nbsp;than&nbsp;11% in premarket trading&nbsp;after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.</p><p><blockquote>企业软件巨头甲骨文公布了截至11月30日的第二财季好于预期的财务业绩，该公司股价在盘前交易中飙升逾11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7ef666f8e53802ea4b818184595a59\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the quarter, Oracle&nbsp;reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文报告本季度营收为104亿美元，同比增长6%，高于该公司3%至5%增长的指导范围，以及华尔街普遍预测的102亿美元。这是该公司自2018年以来增长最好的季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非GAAP利润为每股1.21美元，同比增长14%，比华尔街普遍预期的每股1.11美元高出一毛钱。甲骨文的指引是每股利润1.09美元至1.13美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和内部许可收入增长13%，达到12亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认会计原则，该公司每股亏损46美分，反映了与聘请已故马克·赫德(Mark Hurd)担任公司首席执行官有关的长达10年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司为大型企业提供的财务软件Fusion ERP收入增长了35%，而为小型客户提供服务的NetSuite ERP收入增长了29%。该公司的人力资源软件应用程序Fusion HCM增长了25%。Oracle云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了70亿美元的股票。Catz指出，该公司在过去10年中已回购了47%的股票，平均价格约为当前水平的一半。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>在周四下午与分析师举行的电话会议上，卡茨表示甲骨文度过了一个“出色的季度”，“整个公司的表现普遍优异”。她指出，尽管收入为1亿美元，每股利润为1美分，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>Catz表示，该公司2022财年的收入增长较2021年的水平继续加速。她表示，甲骨文的云业务增长速度在20%左右，较第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz表示，该公司预计第三财季按固定汇率计算将增长6%至8%，按报告增长3%至5%，按报告利润为1.14美元至1.18美元，按固定汇率计算为1.19美元至1.23美元。Catz表示，该公司预计本季度收入将面临3%的货币阻力，每股收益将下降5美分。</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>Oracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</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\">\nOracle stock spiked more than 11% in premarket trading<blockquote>甲骨文股价在盘前交易中飙升逾11%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 17:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Oracle stock spiked more&nbsp;than&nbsp;11% in premarket trading&nbsp;after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.</p><p><blockquote>企业软件巨头甲骨文公布了截至11月30日的第二财季好于预期的财务业绩，该公司股价在盘前交易中飙升逾11%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d7ef666f8e53802ea4b818184595a59\" tg-width=\"843\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the quarter, Oracle&nbsp;reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.</p><p><blockquote>甲骨文报告本季度营收为104亿美元，同比增长6%，高于该公司3%至5%增长的指导范围，以及华尔街普遍预测的102亿美元。这是该公司自2018年以来增长最好的季度。</blockquote></p><p> Non-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.</p><p><blockquote>非GAAP利润为每股1.21美元，同比增长14%，比华尔街普遍预期的每股1.11美元高出一毛钱。甲骨文的指引是每股利润1.09美元至1.13美元。该公司表示，云服务和许可证支持为76亿美元，增长6%。云许可和内部许可收入增长13%，达到12亿美元。</blockquote></p><p> Under generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.</p><p><blockquote>根据公认会计原则，该公司每股亏损46美分，反映了与聘请已故马克·赫德(Mark Hurd)担任公司首席执行官有关的长达10年的法律纠纷有关的判决。</blockquote></p><p> Oracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%.&nbsp;Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.</p><p><blockquote>甲骨文首席执行官Safra Catz在一份声明中表示，该公司的基础设施和应用云业务增长了22%。该公司为大型企业提供的财务软件Fusion ERP收入增长了35%，而为小型客户提供服务的NetSuite ERP收入增长了29%。该公司的人力资源软件应用程序Fusion HCM增长了25%。Oracle云基础设施消费收入增长86%。</blockquote></p><p> Oracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.</p><p><blockquote>甲骨文还宣布了一项新的100亿美元股票回购授权。本季度，该公司回购了70亿美元的股票。Catz指出，该公司在过去10年中已回购了47%的股票，平均价格约为当前水平的一半。</blockquote></p><p> On a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.</p><p><blockquote>在周四下午与分析师举行的电话会议上，卡茨表示甲骨文度过了一个“出色的季度”，“整个公司的表现普遍优异”。她指出，尽管收入为1亿美元，每股利润为1美分，但业绩仍好于预期。</blockquote></p><p> Catz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.</p><p><blockquote>Catz表示，该公司2022财年的收入增长较2021年的水平继续加速。她表示，甲骨文的云业务增长速度在20%左右，较第二季度的水平有所加速。</blockquote></p><p> For the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.</p><p><blockquote>Catz表示，该公司预计第三财季按固定汇率计算将增长6%至8%，按报告增长3%至5%，按报告利润为1.14美元至1.18美元，按固定汇率计算为1.19美元至1.23美元。Catz表示，该公司预计本季度收入将面临3%的货币阻力，每股收益将下降5美分。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136469052","content_text":"Oracle stock spiked more than 11% in premarket trading after the enterprise software giant posted better-than-expected financial results for its fiscal second quarter ended Nov. 30.\n\nFor the quarter, Oracle reported revenue of $10.4 billion, up 6% from a year ago, and ahead of both the company’s guidance range of 3% to 5% growth, and the Street consensus forecast for $10.2 billion. It was the company’s best quarter of growth since 2018.\nNon-GAAP profits were $1.21 a share, up 14% from a year ago, and a dime ahead of the Street consensus at $1.11 a share. Oracle’s guidance had been for profits of $1.09 to $1.13 a share. The company said cloud service and license support was $7.6 billion, up 6%. Cloud license and on-premise license revenues were up 13% to $1.2 billion.\nUnder generally accepted accounting principles, the company lost 46 cents a share, reflecting a judgment tied to a 10-year old legal dispute related to the hiring of the late Mark Hurd as the company’s CEO.\nOracle CEO Safra Catz said in a statement that the company saw 22% growth in its infrastructure and applications cloud business. Fusion ERP, the company’s financial software for large businesses, saw revenue growth of 35%, while NetSuite ERP, which serves smaller customers, grew 29%. Fusion HCM, the company’s HR software application, was up 25%. Oracle Cloud Infrastructure consumption revenue was up 86%.\nOracle also announced a new $10 billion stock-repurchase authorization. In the quarter, the company bought back $7 billion of stock. Catz noted that the company over the last 10 years has repurchased 47% of its stock at an average price about half of the current level.\nOn a conference call with analysts on Thursday afternoon, Catz said Oracle had a “fantastic quarter,” with “broad-based outperformance across the company.” She noted that the better-than-expected results came despite a currency headwind of $100 million in revenue and a penny a share in profits.\nCatz said the company’s fiscal 2022 revenue growth continues to accelerate from the 2021 level. Oracle, she said, is being driven by growth in its cloud business in the mid-20 percentage range, accelerating from the Q2 level.\nFor the fiscal third quarter, Catz said, the company sees growth of 6% to 8% in constant currency, and 3% to 5% as reported, and profits of $1.14 to $1.18 as reported, or $1.19 to $1.23 in constant currency. Catz said the company sees a currency headwind in the quarter of 3% for revenue and 5 cents for earnings per share.","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828156239,"gmtCreate":1633873312379,"gmtModify":1633873312589,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828156239","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":3516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821524326,"gmtCreate":1633763585008,"gmtModify":1633763590044,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821524326","repostId":"1100565546","repostType":4,"repost":{"id":"1100565546","kind":"news","pubTimestamp":1633734823,"share":"https://www.laohu8.com/m/news/1100565546?lang=zh_CN&edition=full","pubTime":"2021-10-09 07:13","market":"us","language":"en","title":"S&P 500 ends lower after U.S. September jobs miss<blockquote>美国9月就业机会未达预期，标普500收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100565546","media":"Reuters","summary":" - The S&P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.Wall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.Comcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable op","content":"<p>(Reuters) - The S&amp;P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.</p><p><blockquote>路透标普500周五收低，此前数据显示9月就业增长弱于预期，但投资者仍预计美联储今年将开始缩减资产购买规模。</blockquote></p><p> Wall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.</p><p><blockquote>华尔街三大主要股指在盘中大部分时间涨跌互现，但在接近尾声时有所下跌。三个指数均录得周线上涨。</blockquote></p><p> Comcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable operator to “underweight” from “overweight”.</p><p><blockquote>富国银行下调康卡斯特公司的目标股价后，康卡斯特公司股价暴跌；富国银行将有线电视运营商的评级从“跑赢大盘”下调至“跑输大盘”后，Charter Communications Inc股价下跌。</blockquote></p><p> Both companies were among the biggest drags on the S&amp;P 500 and Nasdaq.</p><p><blockquote>这两家公司都是标普500和纳斯达克最大的拖累之一。</blockquote></p><p> Real estate and utilities were the poorest performers among 11 S&amp;P 500 sector indexes, down 1.1% and 0.7%, respectively.</p><p><blockquote>在11个标普500行业指数中，房地产和公用事业表现最差，分别下跌1.1%和0.7%。</blockquote></p><p> The S&amp;P 500 energy sector index jumped 3.1%, with oil up more than 4% on the week as a global energy crunch has boosted prices to their highest since 2014.</p><p><blockquote>标普500能源板块指数上涨3.1%，油价本周上涨超过4%，因全球能源紧缩将价格推高至2014年以来的最高水平。</blockquote></p><p> Chevron and Exxon Mobil rallied more than 2% and were among the companies giving the S&amp;P 500 the greatest lift.</p><p><blockquote>雪佛龙和埃克森美孚股价上涨超过2%，是对标普500提振最大的公司之一。</blockquote></p><p> The Labor Department’s nonfarm payrolls report showed the U.S. economy in September created the fewest jobs in nine months as hiring dropped at schools and some businesses were short of workers. The unemployment rate fell to 4.8% from 5.2% in August and average hourly earnings rose 0.6%, which was more than expected.</p><p><blockquote>美国劳工部的非农就业报告显示，美国经济9月份创造的就业岗位为九个月来最少，原因是学校招聘人数下降，一些企业缺乏工人。失业率从8月份的5.2%降至4.8%，平均时薪增长0.6%，超出预期。</blockquote></p><p> “I think that the Federal Reserve made it very clear that they don’t need a blockbuster jobs report to taper in November,” said Kathy Lien, Managing Director at BK Asset Management in New York. “I think the Fed remains on track.”</p><p><blockquote>纽约BK资产管理公司董事总经理凯西·连恩(Kathy Lien)表示：“我认为美联储非常明确地表示，他们不需要一份重磅的就业报告就可以在11月份缩减规模。”“我认为美联储仍在正轨上。”</blockquote></p><p> Futures on the federal funds rate priced in a quarter-point tightening by the Federal Reserve by November or December next year.</p><p><blockquote>联邦基金利率期货预计美联储将在明年11月或12月收紧25个基点。</blockquote></p><p> The Dow Jones Industrial Average dipped 0.03% to end at 34,746.25 points, while the S&amp;P 500 lost 0.19% to 4,391.35.</p><p><blockquote>道琼斯工业平均指数下跌0.03%，收于34,746.25点；标普500下跌0.19%，收于4,391.35点。</blockquote></p><p> The Nasdaq Composite dropped 0.51% to 14,579.54.</p><p><blockquote>纳斯达克综合指数下跌0.51%，至14,579.54点。</blockquote></p><p> For the week, the S&amp;P 500 rose 0.8%, the Dow added 1.2% and the Nasdaq gained 0.1%.</p><p><blockquote>本周，标普500上涨0.8%，道琼斯指数上涨1.2%，纳斯达克上涨0.1%。</blockquote></p><p> Third-quarter reporting season kicks off next week, with JPMorgan Chase and other big banks among the first to post results. Investors are focused on global supply chain problems and labor shortages.</p><p><blockquote>第三季度财报季将于下周拉开帷幕，摩根大通和其他大银行将率先公布业绩。投资者关注全球供应链问题和劳动力短缺。</blockquote></p><p> Analysts see Q3 U.S. earnings growth of 30%:</p><p><blockquote>分析师预计美国第三季度盈利增长30%：</blockquote></p><p> Analysts on average expect S&amp;P 500 earnings per share for the quarter to be up almost 30%, according to Refinitiv.</p><p><blockquote>根据Refinitiv的数据，分析师平均预计标普500本季度每股收益将增长近30%。</blockquote></p><p> “I think it’s going to be a dicey earnings season,” warned Liz Young, head of investment strategy at SoFi in New York. “If supply-chain issues are driving up costs, a company with strong pricing power can pass through those rising costs. But you can’t pass through a labor shortage if you can’t find workers to hire.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young警告说：“我认为这将是一个充满风险的财报季。”“如果供应链问题推高了成本，拥有强大定价权的公司可以转嫁这些上涨的成本。但如果你找不到工人来雇佣，你就无法转嫁劳动力短缺。”</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.52-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.24比1；在纳斯达克，1.52比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 26 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 86 new highs and 113 new lows.</p><p><blockquote>标普500创下26个52周新高和3个新低；纳斯达克综合指数录得86个新高和113个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.2 billion shares, compared with the 11 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为92亿股，而过去20个交易日的平均成交量为110亿股。</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>S&P 500 ends lower after U.S. September jobs miss<blockquote>美国9月就业机会未达预期，标普500收低</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\">\nS&P 500 ends lower after U.S. September jobs miss<blockquote>美国9月就业机会未达预期，标普500收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-09 07:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The S&amp;P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.</p><p><blockquote>路透标普500周五收低，此前数据显示9月就业增长弱于预期，但投资者仍预计美联储今年将开始缩减资产购买规模。</blockquote></p><p> Wall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.</p><p><blockquote>华尔街三大主要股指在盘中大部分时间涨跌互现，但在接近尾声时有所下跌。三个指数均录得周线上涨。</blockquote></p><p> Comcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable operator to “underweight” from “overweight”.</p><p><blockquote>富国银行下调康卡斯特公司的目标股价后，康卡斯特公司股价暴跌；富国银行将有线电视运营商的评级从“跑赢大盘”下调至“跑输大盘”后，Charter Communications Inc股价下跌。</blockquote></p><p> Both companies were among the biggest drags on the S&amp;P 500 and Nasdaq.</p><p><blockquote>这两家公司都是标普500和纳斯达克最大的拖累之一。</blockquote></p><p> Real estate and utilities were the poorest performers among 11 S&amp;P 500 sector indexes, down 1.1% and 0.7%, respectively.</p><p><blockquote>在11个标普500行业指数中，房地产和公用事业表现最差，分别下跌1.1%和0.7%。</blockquote></p><p> The S&amp;P 500 energy sector index jumped 3.1%, with oil up more than 4% on the week as a global energy crunch has boosted prices to their highest since 2014.</p><p><blockquote>标普500能源板块指数上涨3.1%，油价本周上涨超过4%，因全球能源紧缩将价格推高至2014年以来的最高水平。</blockquote></p><p> Chevron and Exxon Mobil rallied more than 2% and were among the companies giving the S&amp;P 500 the greatest lift.</p><p><blockquote>雪佛龙和埃克森美孚股价上涨超过2%，是对标普500提振最大的公司之一。</blockquote></p><p> The Labor Department’s nonfarm payrolls report showed the U.S. economy in September created the fewest jobs in nine months as hiring dropped at schools and some businesses were short of workers. The unemployment rate fell to 4.8% from 5.2% in August and average hourly earnings rose 0.6%, which was more than expected.</p><p><blockquote>美国劳工部的非农就业报告显示，美国经济9月份创造的就业岗位为九个月来最少，原因是学校招聘人数下降，一些企业缺乏工人。失业率从8月份的5.2%降至4.8%，平均时薪增长0.6%，超出预期。</blockquote></p><p> “I think that the Federal Reserve made it very clear that they don’t need a blockbuster jobs report to taper in November,” said Kathy Lien, Managing Director at BK Asset Management in New York. “I think the Fed remains on track.”</p><p><blockquote>纽约BK资产管理公司董事总经理凯西·连恩(Kathy Lien)表示：“我认为美联储非常明确地表示，他们不需要一份重磅的就业报告就可以在11月份缩减规模。”“我认为美联储仍在正轨上。”</blockquote></p><p> Futures on the federal funds rate priced in a quarter-point tightening by the Federal Reserve by November or December next year.</p><p><blockquote>联邦基金利率期货预计美联储将在明年11月或12月收紧25个基点。</blockquote></p><p> The Dow Jones Industrial Average dipped 0.03% to end at 34,746.25 points, while the S&amp;P 500 lost 0.19% to 4,391.35.</p><p><blockquote>道琼斯工业平均指数下跌0.03%，收于34,746.25点；标普500下跌0.19%，收于4,391.35点。</blockquote></p><p> The Nasdaq Composite dropped 0.51% to 14,579.54.</p><p><blockquote>纳斯达克综合指数下跌0.51%，至14,579.54点。</blockquote></p><p> For the week, the S&amp;P 500 rose 0.8%, the Dow added 1.2% and the Nasdaq gained 0.1%.</p><p><blockquote>本周，标普500上涨0.8%，道琼斯指数上涨1.2%，纳斯达克上涨0.1%。</blockquote></p><p> Third-quarter reporting season kicks off next week, with JPMorgan Chase and other big banks among the first to post results. Investors are focused on global supply chain problems and labor shortages.</p><p><blockquote>第三季度财报季将于下周拉开帷幕，摩根大通和其他大银行将率先公布业绩。投资者关注全球供应链问题和劳动力短缺。</blockquote></p><p> Analysts see Q3 U.S. earnings growth of 30%:</p><p><blockquote>分析师预计美国第三季度盈利增长30%：</blockquote></p><p> Analysts on average expect S&amp;P 500 earnings per share for the quarter to be up almost 30%, according to Refinitiv.</p><p><blockquote>根据Refinitiv的数据，分析师平均预计标普500本季度每股收益将增长近30%。</blockquote></p><p> “I think it’s going to be a dicey earnings season,” warned Liz Young, head of investment strategy at SoFi in New York. “If supply-chain issues are driving up costs, a company with strong pricing power can pass through those rising costs. But you can’t pass through a labor shortage if you can’t find workers to hire.”</p><p><blockquote>纽约SoFi投资策略主管Liz Young警告说：“我认为这将是一个充满风险的财报季。”“如果供应链问题推高了成本，拥有强大定价权的公司可以转嫁这些上涨的成本。但如果你找不到工人来雇佣，你就无法转嫁劳动力短缺。”</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.52-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.24比1；在纳斯达克，1.52比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 26 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 86 new highs and 113 new lows.</p><p><blockquote>标普500创下26个52周新高和3个新低；纳斯达克综合指数录得86个新高和113个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.2 billion shares, compared with the 11 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为92亿股，而过去20个交易日的平均成交量为110亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-lower-after-u-s-september-jobs-miss-idUSL1N2R42C9\">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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-lower-after-u-s-september-jobs-miss-idUSL1N2R42C9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100565546","content_text":"(Reuters) - The S&P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.\nWall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.\nComcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable operator to “underweight” from “overweight”.\nBoth companies were among the biggest drags on the S&P 500 and Nasdaq.\nReal estate and utilities were the poorest performers among 11 S&P 500 sector indexes, down 1.1% and 0.7%, respectively.\nThe S&P 500 energy sector index jumped 3.1%, with oil up more than 4% on the week as a global energy crunch has boosted prices to their highest since 2014.\nChevron and Exxon Mobil rallied more than 2% and were among the companies giving the S&P 500 the greatest lift.\nThe Labor Department’s nonfarm payrolls report showed the U.S. economy in September created the fewest jobs in nine months as hiring dropped at schools and some businesses were short of workers. The unemployment rate fell to 4.8% from 5.2% in August and average hourly earnings rose 0.6%, which was more than expected.\n“I think that the Federal Reserve made it very clear that they don’t need a blockbuster jobs report to taper in November,” said Kathy Lien, Managing Director at BK Asset Management in New York. “I think the Fed remains on track.”\nFutures on the federal funds rate priced in a quarter-point tightening by the Federal Reserve by November or December next year.\nThe Dow Jones Industrial Average dipped 0.03% to end at 34,746.25 points, while the S&P 500 lost 0.19% to 4,391.35.\nThe Nasdaq Composite dropped 0.51% to 14,579.54.\nFor the week, the S&P 500 rose 0.8%, the Dow added 1.2% and the Nasdaq gained 0.1%.\nThird-quarter reporting season kicks off next week, with JPMorgan Chase and other big banks among the first to post results. Investors are focused on global supply chain problems and labor shortages.\nAnalysts see Q3 U.S. earnings growth of 30%:\nAnalysts on average expect S&P 500 earnings per share for the quarter to be up almost 30%, according to Refinitiv.\n“I think it’s going to be a dicey earnings season,” warned Liz Young, head of investment strategy at SoFi in New York. “If supply-chain issues are driving up costs, a company with strong pricing power can pass through those rising costs. But you can’t pass through a labor shortage if you can’t find workers to hire.”\nDeclining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.52-to-1 ratio favored decliners.\nThe S&P 500 posted 26 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 86 new highs and 113 new lows.\nVolume on U.S. exchanges was 9.2 billion shares, compared with the 11 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821525671,"gmtCreate":1633763527115,"gmtModify":1633763543549,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/821525671","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":2502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887409447,"gmtCreate":1632089557789,"gmtModify":1632803006954,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/887409447","repostId":"1198486138","repostType":4,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813327874,"gmtCreate":1630136309698,"gmtModify":1704956461716,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813327874","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830380133,"gmtCreate":1629011112922,"gmtModify":1633687962596,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/830380133","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估适用于截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</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\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长（最好是两者兼而有之）的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p><p><blockquote>这个想法是，股价应该与收入和利润保持一致，使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者，在<i>巴伦周刊</i>五月的封面故事，正在寻找这样的股票，而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性，因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示，在一系列10年期间，只有约35家公司的股价每年复合增长率达到20%或以上，导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商，例如Alphabet（股票代码：GOOGL）、万事达卡（MA）、联合健康集团（UNH）和礼来公司（LLY）。</blockquote></p><p> <i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈，并列出了一份包含10只股票的折衷清单，其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择：</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table>  <thead>   <tr>    <th>Company / Ticker</th>    <th>Recent Price</th>    <th>YTD Change</th>    <th>2021E P/E</th>    <th>2021E Price/Sales</th>    <th>2022E P/E</th>    <th>2022E Price/Sales</th>    <th>LT Growth Rate*</th>    <th>Market Value (bil)</th>    <th>Comment</th>   </tr>  </thead>  <tbody>   <tr>    <td>Amedysis / AMED</td>    <td>$185.15</td>    <td>-37%</td>    <td>30.2</td>    <td>2.7</td>    <td>27.7</td>    <td>2.4</td>    <td>10.5%</td>    <td>$6.3</td>    <td>Leader in home health care</td>   </tr>   <tr>    <td>Amyris / AMRS</td>    <td>13.64</td>    <td>121</td>    <td>NM</td>    <td>10.4</td>    <td>NM</td>    <td>9.7</td>    <td>NA</td>    <td>4.1</td>    <td>Leading company in synthetic biology</td>   </tr>   <tr>    <td>Booz Allen Hamilton Holding / BAH</td>    <td>81.73</td>    <td>-6</td>    <td>19.4</td>    <td>1.3</td>    <td>17.7</td>    <td>1.2</td>    <td>8.6</td>    <td>11.0</td>    <td>Defense-department consultant</td>   </tr>   <tr>    <td>J.B. Hunt Transport Services / JBHT</td>    <td>172.76</td>    <td>26</td>    <td>25.8</td>    <td>1.5</td>    <td>22.2</td>    <td>1.4</td>    <td>18.4</td>    <td>18.2</td>    <td>Strong in intermodal freight</td>   </tr>   <tr>    <td>Marriott Vacations Worldwide / VAC</td>    <td>147.15</td>    <td>7</td>    <td>40.9</td>    <td>1.6</td>    <td>15.7</td>    <td>1.4</td>    <td>NA</td>    <td>6.3</td>    <td>Top company in vacation timeshares</td>   </tr>   <tr>    <td>SiteOne Landscape Supply / SITE</td>    <td>197.10</td>    <td>24</td>    <td>45.7</td>    <td>2.6</td>    <td>43.5</td>    <td>2.5</td>    <td>19.3</td>    <td>8.8</td>    <td>Big supplier of landscaping supplies</td>   </tr>   <tr>    <td>Staar Surgical / STAA</td>    <td>138.19</td>    <td>74</td>    <td>192.3</td>    <td>28.6</td>    <td>140.8</td>    <td>22.5</td>    <td>30.0</td>    <td>6.6</td>    <td>Maker of implantable lens for myopia</td>   </tr>   <tr>    <td>Stitch Fix / SFIX</td>    <td>44.38</td>    <td>-24</td>    <td>NM</td>    <td>1.9</td>    <td>1890.3</td>    <td>1.7</td>    <td>30.0</td>    <td>4.8</td>    <td>Data-driven subscription clothing firm</td>   </tr>   <tr>    <td>Trex / TREX</td>    <td>105.94</td>    <td>27</td>    <td>51.9</td>    <td>10.5</td>    <td>43.6</td>    <td>9.3</td>    <td>18.8</td>    <td>12.2</td>    <td>Top maker of synthetic wood decking</td>   </tr>   <tr>    <td>Upwork / UPWK</td>    <td>44.31</td>    <td>28</td>    <td>NM</td>    <td>11.4</td>    <td>556.8</td>    <td>9.2</td>    <td>NA</td>    <td>5.7</td>    <td>Online clearinghouse for free-lancers</td>   </tr>  </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值（bil）</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估适用于截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商，业务仍然分散，业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测，“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题（主要是收购的临终关怀业务）为由，下调了2021年财务指引，股价约为185美元，下跌了近30%。2021年盈利预期目前为每股6.13美元，低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示，该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说，它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品，这是一种以前由鲨鱼肝制成的高端保湿剂；香草醛，香草的调味料；和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计，在其消费品牌的推动下，到2025年销售额将达到20亿美元，高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示：“世界需要清洁化学，而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司（BAH）是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来，博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元，收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示：“它建立了强大的、类似伙伴关系的文化，并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率，与其历史表现一致。由于担心军费开支更加克制，该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会，该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者，该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍，最近达到173美元。“它拥有令人难以置信的特许经营权，”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出，亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长，接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示，考虑到盈利年增长率为十几岁左右，该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球（VAC）是分时度假行业的顶级公司之一。它拥有700,000名业主，拥有富有弹性的商业模式，从费用中获得可观的收入，并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示：“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道，万豪度假公司的股价最近约为145美元，应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为，根据2022年的预测，该股的自由现金流收益率为11%，价格低廉。他表示，该股自2018年以来几乎没有变化，未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商，鉴于其在高度分散的行业中仅占13%的市场份额，因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示：“它正在有机增长，并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元，估值很高，交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司（STAA）开发了一种可植入晶状体来矫正近视（近视）。鉴于全球视力问题的发病率不断上升，这解决了一个潜在的巨大市场。该公司预计，这款镜片已在欧洲和亚洲上市至少五年，将于第四季度进入美国市场，等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示：“它的销量可能会很大。它还处于起步阶段，基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入，而且不需要移除天然晶状体。在美国，每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元，其估值超过2022年预计销售额的20倍，是2022年预计收益的140倍。但市场机会是巨大的：到2050年，全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务，拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙，”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场，没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据，试图确定订户的品味，以产生高满意度，并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧，其股价约为44美元，较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而，Cibelli预计收入每年将增长20%以上，在当前美国和英国市场之外还有机会，并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商，其95%来自回收材料，使其成为一种环保的住房。该股股价为105美元，是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值，因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%，并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年，它看起来并没有那么贵，”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场，受到Baillie Gifford的Brodie的青睐，他表示，它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元，并不便宜。Upwork的估值为57亿美元，是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上，2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受，但大型企业的人力资源部门却不喜欢他们，”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴，”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JBHT":"JB Hunt运输服务","UPWK":"Upwork Inc.","BAH":"博思艾伦咨询公司","VAC":"万豪度假环球","STAA":"STAAR Surgical Company","SITE":"SiteOne Landscape Supply, Inc.","AMRS":"阿米瑞斯","TREX":"Trex Co Inc","AMED":"阿米斯医疗","SFIX":"Stitch Fix Inc."},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"AMRS":0.9,"VAC":0.9,"UPWK":0.9,"SFIX":0.9,"BAH":0.9,"TREX":0.9,"JBHT":0.9,"STAA":0.9,"SITE":0.9,"AMED":0.9}},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":828827267,"gmtCreate":1633903832567,"gmtModify":1633903832756,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828827267","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":2872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818730144,"gmtCreate":1630448196388,"gmtModify":1631891724203,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/818730144","repostId":"1180856610","repostType":4,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810780892,"gmtCreate":1630015857416,"gmtModify":1704954497134,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like and comment please","listText":"like and comment please","text":"like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810780892","repostId":"1139424376","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173126491,"gmtCreate":1626648748213,"gmtModify":1633925373511,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173126491","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":822039075,"gmtCreate":1634077351266,"gmtModify":1634077351940,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/822039075","repostId":"1160581040","repostType":4,"repost":{"id":"1160581040","kind":"news","pubTimestamp":1634042129,"share":"https://www.laohu8.com/m/news/1160581040?lang=zh_CN&edition=full","pubTime":"2021-10-12 20:35","market":"us","language":"en","title":"Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160581040","media":"Barrons","summary":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to ","content":"<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，股市可能需要一些异常令人印象深刻的业绩才能在财报季之后上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标准普尔500指数公司的报告源源不断——截至周一，该指数中只有21家公司发布了报告——但本周标志着所谓的财报季的开始。投资者将听取达美航空（DAL）的意见，<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>(WBA)、联合健康集团(UNH)、银行业巨头摩根大通(JPM)、美国银行(BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据标准普尔全球市场情报，分析师预测标普500的每股收益总额将增长24.5%。由于去年第三季度仍受到部分封锁的破坏，一些对经济最敏感的行业仍预计每股收益将出现最大反弹。标普500工业和材料公司预计将分别同比增长73%和90%，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长3%和下降2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅超出预期的盈利才能使其股价大幅上涨。标普500今年已经上涨了17.9%，因为企业受益于Covid-19关闭后前所未有的重新开放和数万亿美元的财政刺激。因此，估值已经反映了大量的盈利流，标普500股票的平均交易价格约为12个月预期盈利预期的20.5倍，高于十几岁左右的长期平均水平。DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)写道，为了让市场达到这些估值，该指数需要超出预期至少10%才能在年底前反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>那可不容易。例如，耐克(NKE)和联邦快递(FDX)公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌6%和9%。早期记者的盈利超出预期的规模也在缩小。到目前为止，早期记者的盈利预期仅高出4%，远低于2020年和2021年第二季度的23.2%和15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>瑞士信贷首席美国股票策略师乔纳森·戈卢布写道：“我们认为，经济逆风将削弱定价能力和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。”</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已开始反映这些不利因素。自9月初以来，第三季度预测下降了约0.8%。这可能看起来不多，但如果企业表示他们预计获得供应会更加困难，并且成本持续上升，分析师可能会下调2022年的预期。雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)写道：“这标志着复苏中第一个明显存在盈利风险的财报季。”</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息是什么？标普500较9月2日的历史高点下跌了3.8%，因此一些盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Another Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnother Earnings Season Is Here. What to Expect This Time.<blockquote>又一个财报季到了。这次会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-12 20:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p><p><blockquote>财报季将于本周拉开帷幕，股市可能需要一些异常令人印象深刻的业绩才能在财报季之后上涨。</blockquote></p><p> Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p><p><blockquote>标准普尔500指数公司的报告源源不断——截至周一，该指数中只有21家公司发布了报告——但本周标志着所谓的财报季的开始。投资者将听取达美航空（DAL）的意见，<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>(WBA)、联合健康集团(UNH)、银行业巨头摩根大通(JPM)、美国银行(BAC)。它将提供2021年第三季度企业表现的视图，并提供未来几个季度的一瞥。</blockquote></p><p> Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p><p><blockquote>根据标准普尔全球市场情报，分析师预测标普500的每股收益总额将增长24.5%。由于去年第三季度仍受到部分封锁的破坏，一些对经济最敏感的行业仍预计每股收益将出现最大反弹。标普500工业和材料公司预计将分别同比增长73%和90%，能源公司预计将扭亏为盈。增长最慢的两个行业将是传统上不波动且高度稳定的必需消费品和公用事业行业，预计每股收益将分别增长3%和下降2.9%。</blockquote></p><p> No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p><p><blockquote>无论预测的增长如何，公司都需要公布大幅超出预期的盈利才能使其股价大幅上涨。标普500今年已经上涨了17.9%，因为企业受益于Covid-19关闭后前所未有的重新开放和数万亿美元的财政刺激。因此，估值已经反映了大量的盈利流，标普500股票的平均交易价格约为12个月预期盈利预期的20.5倍，高于十几岁左右的长期平均水平。DataTrek联合创始人尼古拉斯·科拉斯(Nicholas Colas)写道，为了让市场达到这些估值，该指数需要超出预期至少10%才能在年底前反弹。</blockquote></p><p> That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p><p><blockquote>那可不容易。例如，耐克(NKE)和联邦快递(FDX)公布的业绩好坏参半，因为供应链限制和成本上升侵蚀了销售额和利润率，导致股价在财报发布后的交易日分别下跌6%和9%。早期记者的盈利超出预期的规模也在缩小。到目前为止，早期记者的盈利预期仅高出4%，远低于2020年和2021年第二季度的23.2%和15.5%。</blockquote></p><p> “We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p><p><blockquote>瑞士信贷首席美国股票策略师乔纳森·戈卢布写道：“我们认为，经济逆风将削弱定价能力和运营杠杆带来的好处，导致第三季度的意外情况不那么强劲。”</blockquote></p><p> Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p><p><blockquote>盈利预测已开始反映这些不利因素。自9月初以来，第三季度预测下降了约0.8%。这可能看起来不多，但如果企业表示他们预计获得供应会更加困难，并且成本持续上升，分析师可能会下调2022年的预期。雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)写道：“这标志着复苏中第一个明显存在盈利风险的财报季。”</blockquote></p><p> The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p><p><blockquote>好消息是什么？标普500较9月2日的历史高点下跌了3.8%，因此一些盈利风险有可能已经反映在市场上。</blockquote></p><p> The question is whether it’s enough.</p><p><blockquote>问题是这是否足够。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160581040","content_text":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.\nReports from S&P 500 companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from Delta Air Lines (DAL),Walgreens Boots Alliance (WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase & Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.\nAnalysts are forecasting aggregate earnings per share on the S&P 500 to grow 24.5%, according to S&P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.\nNo matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.\nThat won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.\n“We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.\nEarnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.\nThe good news? The S&P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.\nThe question is whether it’s enough.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869349714,"gmtCreate":1632262749338,"gmtModify":1632801750672,"author":{"id":"4088071930934300","authorId":"4088071930934300","name":"PQ77","avatar":"https://static.tigerbbs.com/f5424cbe7266ac56cea298ac83e90a46","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088071930934300","idStr":"4088071930934300"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/869349714","repostId":"1154232593","repostType":4,"repost":{"id":"1154232593","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":1632236324,"share":"https://www.laohu8.com/m/news/1154232593?lang=zh_CN&edition=full","pubTime":"2021-09-21 22:58","market":"other","language":"en","title":"Dow erases a 343-point rebound and turns red<blockquote>道指抹去343点反弹并翻红</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154232593","media":"Tiger Newspress","summary":"(Sept 21) After yesterday afternoon's surge higher, futures markets overnight extended the momentum,","content":"<p>(Sept 21)&nbsp;After yesterday afternoon's surge higher, futures markets overnight extended the momentum, lifting US markets up over 1% at their peak around the European open (remember, much of Asian liquidity is on holiday still).</p><p><blockquote>（9月21日）在昨天下午飙升后，期货市场隔夜延续了这一势头，推动美国市场在欧洲开盘前后的峰值上涨超过1%（请记住，大部分亚洲流动性仍在度假）。</blockquote></p><p> Since then, things have gone downhill and the selling pressure since the US opened has sent Small Caps, S&amp;P, Dow, and Nasdaq into the red for the day...</p><p><blockquote>从那以后，事情开始走下坡路，自美国开盘以来的抛售压力导致小盘股、S&amp;P、道琼斯和纳斯达克当天出现亏损...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/098e0b3b1c0255545ee40a5e5ac19c60\" tg-width=\"1232\" tg-height=\"578\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow erases a 343-point rebound and turns red<blockquote>道指抹去343点反弹并翻红</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 22:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 21)&nbsp;After yesterday afternoon's surge higher, futures markets overnight extended the momentum, lifting US markets up over 1% at their peak around the European open (remember, much of Asian liquidity is on holiday still).</p><p><blockquote>（9月21日）在昨天下午飙升后，期货市场隔夜延续了这一势头，推动美国市场在欧洲开盘前后的峰值上涨超过1%（请记住，大部分亚洲流动性仍在度假）。</blockquote></p><p> Since then, things have gone downhill and the selling pressure since the US opened has sent Small Caps, S&amp;P, Dow, and Nasdaq into the red for the day...</p><p><blockquote>从那以后，事情开始走下坡路，自美国开盘以来的抛售压力导致小盘股、S&amp;P、道琼斯和纳斯达克当天出现亏损...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/098e0b3b1c0255545ee40a5e5ac19c60\" tg-width=\"1232\" tg-height=\"578\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154232593","content_text":"(Sept 21) After yesterday afternoon's surge higher, futures markets overnight extended the momentum, lifting US markets up over 1% at their peak around the European open (remember, much of Asian liquidity is on holiday still).\nSince then, things have gone downhill and the selling pressure since the US opened has sent Small Caps, S&P, Dow, and Nasdaq into the red for the day...","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}