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2021-12-18

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2021-12-17

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2021-12-16

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5 Best Value Stocks in Warren Buffett’s Portfolio<blockquote>沃伦·巴菲特投资组合中5只最有价值的股票</blockquote>

2021-12-14

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2021-12-13

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2021-12-12

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US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote>

2021-12-10

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Can Apple Stock Climb Another 45%? What History Says<blockquote>苹果股价能否再上涨45%？历史怎么说</blockquote>

2021-12-09

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2021-12-08

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2021-12-07

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Network security stocks climbed in morning trading<blockquote>网络安全股早盘攀升</blockquote>

2021-12-06

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

2021-12-05

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2021-12-04

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2021-12-03

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You Don't Have to Buy Every Dip Despite How Loud Some May Yell<blockquote>尽管有些人可能大喊大叫，但你不必每次都买入</blockquote>

2021-12-02

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2021-12-01

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2021-12-01

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2021-11-30

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2021-11-29

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November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>

2021-11-27

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15:56","market":"us","language":"en","title":"5 Best Value Stocks in Warren Buffett’s Portfolio<blockquote>沃伦·巴菲特投资组合中5只最有价值的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129001294","media":"Insider Monkey","summary":"In this article, we discuss the 10 best value stocks in Warren Buffett’s portfolio.\nBillionaire Warr","content":"<p>In this article, we discuss the 10 best value stocks in Warren Buffett’s portfolio.</p><p><blockquote>在本文中，我们讨论沃伦·巴菲特投资组合中10只最有价值的股票。</blockquote></p><p> Billionaire Warren Buffett is an American business tycoon, legendary value investor, and philanthropist, who is known for his conglomerate holding company, Berkshire Hathaway Inc. (NYSE:BRK-A), which he manages alongside Charlie Munger, who is the vice chairman of the company and the closest associate of Buffett.</p><p><blockquote>亿万富翁沃伦·巴菲特是美国商业大亨、传奇价值投资者和慈善家，他以其控股公司伯克希尔·哈撒韦公司（纽约证券交易所股票代码：BRK-A）而闻名，他与副董事长查理·芒格一起管理该公司，也是巴菲特最亲密的同事。</blockquote></p><p> Buffett manages his investments via his hedge fund,Berkshire Hathaway, which managed about $293.4 billion in 13F securities in the third quarter, gaining approximately $57 billion as compared to the prior-year quarter. Buffett’s portfolio is largely concentrated in the information technology, finance, and consumer staples sectors. The billionaire is known for following the Benjamin Graham school of thought, focusing primarily on value stocks.</p><p><blockquote>巴菲特通过他的对冲基金伯克希尔哈撒韦公司管理他的投资，该基金第三季度管理了约2934亿美元的13F证券，与去年同期相比增加了约570亿美元。巴菲特的投资组合主要集中在信息技术、金融和必需消费品领域。这位亿万富翁以追随本杰明·格雷厄姆学派而闻名，主要关注价值股。</blockquote></p><p> The legendary investor recommends low-cost index funds for a majority of investors, as some active managers charge heavy management and performance fees, and he doesn’t believe they can beat the market on a consistent basis. In his opinion, amatuer and passive investors are better off betting on an S&amp;P 500 index fund for the long-term, since it would generate returns over the course of a decade that are higher than the returns from a basket of diversified hedge funds after the hedge fund managers are paid their share of the management fees.</p><p><blockquote>这位传奇投资者向大多数投资者推荐低成本指数基金，因为一些主动型基金经理收取高额管理费和绩效费，而且他不相信他们能够持续击败市场。他认为，业余和被动投资者最好长期押注标普500指数基金，因为它在十年内产生的回报将高于对冲基金后一篮子多元化对冲基金的回报。基金经理支付他们应得的管理费。</blockquote></p><p> Since Buffett is a long-term investor, he advises people who are starting out their investment journey to buy the stock dips, since the market is eventually going to rise again.</p><p><blockquote>由于巴菲特是一位长期投资者，他建议刚刚开始投资之旅的人逢低买入股票，因为市场最终会再次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95c29fa4a746a9be0316155793ff359c\" tg-width=\"767\" tg-height=\"843\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The most notable stocks in Warren Buffett’s Q3 portfolio include Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN), in addition to others mentioned in detail below.</p><p><blockquote>沃伦·巴菲特第三季度投资组合中最著名的股票包括苹果公司（纳斯达克股票代码：AAPL）、美国运通公司（纽约证券交易所股票代码：AXP）、可口可乐公司（纽约证券交易所股票代码：KO）和亚马逊公司（纳斯达克股票代码：AMZN）），以及下面详细提到的其他股票。</blockquote></p><p> <b><i>Our Methodology</i></b></p><p><blockquote><b><i>我们的方法论</i></b></blockquote></p><p> We used the Q3 portfolio of Warren Buffett’s Berkshire Hathaway to select his top 10 value stocks. We chose stocks that had the lowest price to earnings ratio in the billionaire’s portfolio, and ranked the securities according to Buffett’s stake value in each holding.</p><p><blockquote>我们使用沃伦·巴菲特旗下伯克希尔·哈撒韦公司的第三季度投资组合来选择他的十大价值股票。我们选择了这位亿万富翁投资组合中市盈率最低的股票，并根据巴菲特在每只股票中的持股价值对证券进行排名。</blockquote></p><p> <b>Best Value Stocks in Warren Buffett’s Portfolio</b></p><p><blockquote><b>沃伦·巴菲特投资组合中最有价值的股票</b></blockquote></p><p> <b>10. Wells Fargo &amp; Company (NYSE:WFC)</b></p><p><blockquote><b>10.富国银行公司（纽约证券交易所代码：WFC）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $31,329,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：31,329,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 0.01%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：0.01%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 88</i></b></p><p><blockquote><b><i>对冲基金持有人数量：88</i></b></blockquote></p><p> <b><i>P/E Ratio: 11.98</i></b></p><p><blockquote><b><i>市盈率：11.98</i></b></blockquote></p><p> Wells Fargo &amp; Company (NYSE:WFC) posted its Q3 earnings on October 14. EPS in the quarter totaled $1.22, exceeding estimates by $0.28. Revenue over the period equaled $18.83 billion, outperforming analysts’ consensus estimates by $542.17 million.</p><p><blockquote>富国银行（纽约证券交易所股票代码：WFC）于10月14日公布了第三季度收益。本季度每股收益总计1.22美元，超出预期0.28美元。该期间的收入为188.3亿美元，比分析师普遍预期高出5.4217亿美元。</blockquote></p><p> Warren Buffett holds 675,054 shares in Wells Fargo &amp; Company (NYSE:WFC), an American multinational financial services corporation, as of September this year. Buffett’s stake in Wells Fargo &amp; Company (NYSE:WFC) amounts to $31.32 million, and it accounts for 0.01% of the billionaire’s Q3 portfolio. With a P/E ratio of 11.98, Wells Fargo &amp; Company (NYSE:WFC) is one of the best value stocks in Warren Buffett’s portfolio.</p><p><blockquote>截至今年9月，沃伦·巴菲特持有美国跨国金融服务公司富国银行（NYSE：WFC）675,054股股票。巴菲特持有富国银行（纽约证券交易所股票代码：WFC）的股份达3132万美元，占这位亿万富翁第三季度投资组合的0.01%。富国银行公司（纽约证券交易所股票代码：WFC）的市盈率为11.98，是沃伦·巴菲特投资组合中最有价值的股票之一。</blockquote></p><p> On December 9, UBS analyst Erika Najarian called Wells Fargo &amp; Company (NYSE:WFC) one of her “highest conviction Buy ideas”, assuming coverage of the stock with a Buy rating and a $65 price target. The analyst sees rising rates and execution of its expense plan driving return on average tangible common shareholders’ equity as attractive catalysts.</p><p><blockquote>12月9日，瑞银分析师埃里卡·纳贾里安(Erika Najarian)称富国银行(NYSE：WFC)是她“最坚定的买入想法”之一，假设该股的评级为买入，目标价为65美元。分析师认为，利率上升和费用计划的执行推动了平均有形普通股股东权益回报率，是有吸引力的催化剂。</blockquote></p><p> A total of 88 hedge funds were bullish on Wells Fargo &amp; Company (NYSE:WFC) at the end of the third quarter, holding stakes worth $6.18 billion. This is comparable to 94 funds holding stakes valued at over $7 billion in Wells Fargo &amp; Company (NYSE:WFC) in the previous quarter.</p><p><blockquote>截至第三季度末，共有88家对冲基金看好富国银行（NYSE：WFC），持有价值61.8亿美元的股份。与上一季度持有富国银行公司（纽约证券交易所股票代码：WFC）价值超过70亿美元股份的94只基金相比。</blockquote></p><p> Boykin Curry’s&nbsp;Eagle Capital Management&nbsp;is the largest Wells Fargo &amp; Company (NYSE:WFC) stakeholder as of the third quarter, holding 33.74 million shares worth $1.56 billion.</p><p><blockquote>截至第三季度，博伊金·库里(Boykin Curry)的Eagle Capital Management是富国银行(NYSE：WFC)最大的股东，持有3374万股，价值15.6亿美元。</blockquote></p><p> Wells Fargo &amp; Company (NYSE:WFC) is a notable stock from Warren Buffett’s Q3 portfolio, in addition to Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN).</p><p><blockquote>富国银行（纽约证券交易所股票代码：WFC）是沃伦·巴菲特第三季度投资组合中的一只著名股票，此外还有苹果公司（纳斯达克股票代码：AAPL）、美国运通公司（纽约证券交易所股票代码：AXP）、可口可乐公司（纽约证券交易所股票代码：KO）和亚马逊公司（纳斯达克股票代码：AMZN）。</blockquote></p><p> Hereis what Davis Global Fund has to say about Wells Fargo &amp; Company (NYSE:WFC) in its Q3 2021 investor letter:</p><p><blockquote>以下是戴维斯全球基金在其2021年第三季度投资者信中对富国银行(NYSE：WFC)的评价：</blockquote></p><p></p><p>   “…This second chart highlights that financials remain the cheapest part of the market today and continue to be extremely attractive. Strong capital ratios, conservative lending practices, already record low interest rates and now a strengthening economy, all paired with low valuations, bode well for future returns.    Take our top financials holding in Wells Fargo, for instance. Wells Fargo is trading at 1.3x tangible book value, while we expect return on equity (ROE) to be in the mid-to-high teens over time. Even in this low-rate environment, the current multiple is only 12x 2021 owner earnings, and our IRR estimate is 12–13%. Wells Fargo has performed well this year, up 51% year-to-date, yet still looks very attractive, which speaks to how undervalued it was and why it is so important to be patient when investing in high-quality companies trading at low valuations. Rather than invest on the basis of unpredictable near-term catalysts, we prefer to be patient as earnings and cash build up, even if the stock price does not immediately reflect the economic reality. We continue to like our positions in financials.”  <b>9. Teva Pharmaceutical Industries Limited (NYSE:TEVA)</b></p><p><blockquote>“……第二张图表强调，金融股仍然是当今市场上最便宜的部分，并且仍然极具吸引力。强劲的资本比率、保守的贷款做法、已经创纪录的低利率以及现在正在走强的经济，所有这些都与低估值相结合，预示着未来的回报。以我们持有的富国银行的顶级金融股为例。富国银行的交易价格是有形账面价值的1.3倍，而我们预计随着时间的推移，股本回报率(ROE)将处于中高水平。即使在这种低利率环境下，目前的市盈率也仅为2021年所有者收益的12倍，我们的IRR估计为12-13%。富国银行今年表现良好，今年迄今上涨了51%，但看起来仍然非常有吸引力，这说明了它的价值是多么被低估，以及为什么在投资以低价交易的优质公司时保持耐心如此重要估值。我们宁愿在收益和现金增加时保持耐心，而不是根据不可预测的近期催化剂进行投资，即使股价不能立即反映经济现实。我们继续看好我们在金融股的头寸。”<b>9.梯瓦制药工业有限公司（纽约证券交易所代码：TEVA）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $416,768,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：416,768,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 0.14%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：0.14%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 22</i></b></p><p><blockquote><b><i>对冲基金持有人数量：22</i></b></blockquote></p><p> <b><i>P/E Ratio: 12.63</i></b></p><p><blockquote><b><i>市盈率：12.63</i></b></blockquote></p><p> Teva Pharmaceutical Industries Limited (NYSE:TEVA), a pharmaceutical company from Israel specializing in generics and biopharmaceutical medicines, reported its Q3 results on October 27. Teva Pharmaceutical Industries Limited (NYSE:TEVA) posted an EPS of $0.59, missing estimates by $0.06. The Q3 revenue totaled $3.89 billion, down 2.29% year-over-year, missing estimates by $163.2 million.</p><p><blockquote>梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）是一家来自以色列的专注于仿制药和生物制药的制药公司，于10月27日公布了第三季度业绩。梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）公布的每股收益为0.59美元，比预期低0.06美元。第三季度营收总计38.9亿美元，同比下降2.29%，比预期低1.632亿美元。</blockquote></p><p> Warren Buffett holds a $416.76 million position in Teva Pharmaceutical Industries Limited (NYSE:TEVA) as of September 2021, which accounts for 0.14% of the billionaire’s total Q3 portfolio.</p><p><blockquote>截至2021年9月，沃伦·巴菲特持有梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）价值4.1676亿美元的头寸，占这位亿万富翁第三季度投资组合总额的0.14%。</blockquote></p><p> Abrams Capital Managementis one of the leading stakeholders of Teva Pharmaceutical Industries Limited (NYSE:TEVA) from the third quarter, owning over 24 million shares valued at $234.2 million.</p><p><blockquote>艾布拉姆斯资本管理公司是梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）第三季度的主要股东之一，拥有超过2400万股股票，价值2.342亿美元。</blockquote></p><p> Hedge funds increased their stakes in Teva Pharmaceutical Industries Limited (NYSE:TEVA) in the third quarter, with 22 funds holding stakes valued at $950.6 million in the company, as compared to the same number of funds being bullish on Teva Pharmaceutical Industries Limited (NYSE:TEVA) in the preceding quarter, with a total stake value of $947.1 million.</p><p><blockquote>对冲基金在第三季度增持了梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）的股份，有22只基金持有该公司价值9.506亿美元的股份，而同样数量的基金看好梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA），持股总价值为9.471亿美元。</blockquote></p><p> Raymond James analyst Elliot Wilbur on October 27 downgraded Teva Pharmaceutical Industries Limited (NYSE:TEVA) to Market Perform from Outperform without a price target, stating that near-term fundamentals are coming up short, as compared to the performance expectations from the company.</p><p><blockquote>Raymond James分析师Elliot Wilbur于10月27日将梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）的评级从跑赢大盘下调至市场表现，但没有设定价格目标，称与该公司的业绩预期相比，近期基本面未达到预期。</blockquote></p><p> <b>8. Globe Life Inc. (NYSE:GL)</b></p><p><blockquote><b>8.环球人寿公司（纽约证券交易所代码：GL）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $565,672,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：565,672,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 0.19%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：0.19%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 27</i></b></p><p><blockquote><b><i>对冲基金持有人数量：27</i></b></blockquote></p><p> <b><i>P/E Ratio: 12.45</i></b></p><p><blockquote><b><i>市盈率：12.45</i></b></blockquote></p><p> Billionaire Warren Buffett holds 6.35 million shares in Globe Life Inc. (NYSE:GL) as of September this year, worth $565.6 million, accounting for 0.19% of his total Q3 13F portfolio. Globe Life Inc. (NYSE:GL) is a Texas-based financial services holding company that specializes in life insurance, annuity, and supplemental health insurance products.</p><p><blockquote>截至今年9月，亿万富翁沃伦·巴菲特持有Globe Life Inc.（纽约证券交易所股票代码：GL）635万股，价值5.656亿美元，占其第三季度13F投资组合总额的0.19%。Globe Life Inc.（纽约证券交易所股票代码：GL）是一家总部位于德克萨斯州的金融服务控股公司，专门从事人寿保险、年金和补充健康保险产品。</blockquote></p><p> Credit Suisse analyst Andrew Kligerman on October 19 lowered the price target on Globe Life Inc. (NYSE:GL) to $130 from $135 and kept an Outperform rating on the shares, stating that despite the COVID-19 pressures on the stock, Globe Life Inc. (NYSE:GL) is trading at an attractive valuation. Globe Life Inc. (NYSE:GL) is one of the top value stocks according to Warren Buffett’s Berkshire Hathaway.</p><p><blockquote>瑞士信贷分析师Andrew Kligerman于10月19日将Globe Life Inc.(NYSE：GL)的目标股价从135美元下调至130美元，并维持该股跑赢大盘的评级，并表示尽管该股面临COVID-19压力，Globe Life Inc.(NYSE：GL)的交易估值颇具吸引力。根据沃伦·巴菲特的伯克希尔·哈撒韦公司的说法，环球人寿公司（纽约证券交易所股票代码：GL）是最有价值的股票之一。</blockquote></p><p> Globe Life Inc. (NYSE:GL) announced Q3 earnings on October 20, posting an EPS of $1.78, missing estimates by $0.11. The quarterly revenue jumped 6.93% to $1.28 billion, outperforming estimates by $15.97 million.</p><p><blockquote>Globe Life Inc.（纽约证券交易所股票代码：GL）于10月20日公布了第三季度收益，每股收益为1.78美元，比预期低0.11美元。季度营收增长6.93%至12.8亿美元，超出预期1597万美元。</blockquote></p><p> Insider Monkey tracks the movement of 867 elite hedge funds as of the third quarter, and a total of 27 funds of them reported owning stakes in Globe Life Inc. (NYSE:GL), worth $775.77 million. This is compared to 28 funds being bullish on Globe Life Inc. (NYSE:GL) in the prior quarter, with a total stake value of approximately $795 million.</p><p><blockquote>截至第三季度，Insider Monkey追踪了867只精英对冲基金的动向，其中共有27只基金报告持有Globe Life Inc.（纽约证券交易所股票代码：GL）的股份，价值7.7577亿美元。相比之下，上一季度有28只基金看好Globe Life Inc.（纽约证券交易所股票代码：GL），持股总价值约为7.95亿美元。</blockquote></p><p> In addition to Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN), elite hedge funds are piling into Globe Life Inc. (NYSE:GL).</p><p><blockquote>除了苹果公司（纳斯达克股票代码：AAPL）、美国运通公司（纽约证券交易所股票代码：AXP）、可口可乐公司（纽约证券交易所股票代码：KO）和亚马逊公司（纳斯达克股票代码：AMZN）之外，精英对冲基金也纷纷涌入Globe Life Inc.（纽约证券交易所股票代码：GL）。</blockquote></p><p> <b>7. General Motors Company (NYSE:GM)</b></p><p><blockquote><b>7.通用汽车公司（纽约证券交易所代码：GM）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $3,162,600,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：3,162,600,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 1.07%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：1.07%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 77</i></b></p><p><blockquote><b><i>对冲基金持有人数量：77</i></b></blockquote></p><p> <b><i>P/E Ratio: 8.45</i></b></p><p><blockquote><b><i>市盈率：8.45</i></b></blockquote></p><p></p><p> General Motors Company (NYSE:GM) stock represents 1.07% of Berkshire Hathaway’s Q3 portfolio, with the hedge fund holding a $3.16 billion position in the company. General Motors Company (NYSE:GM) is an American multinational automaker, with four core automobile brands including Chevrolet, Buick, GMC, and Cadillac. General Motors Company (NYSE:GM), a notable value stock from Buffett’s Q3 portfolio, is also actively working on electric vehicles, gearing up to compete with the EV market leader, Tesla, Inc. (NASDAQ:TSLA).</p><p><blockquote>通用汽车公司（纽约证券交易所股票代码：GM）股票占伯克希尔哈撒韦公司第三季度投资组合的1.07%，该对冲基金持有该公司31.6亿美元的头寸。通用汽车公司（NYSE：GM）是一家美国跨国汽车制造商，旗下拥有雪佛兰、别克、GMC、凯迪拉克等四大核心汽车品牌。通用汽车公司（纽约证券交易所股票代码：GM）是巴菲特第三季度投资组合中的一只著名价值股，也在积极开发电动汽车，准备与电动汽车市场领导者特斯拉公司（纳斯达克股票代码：TSLA）竞争。</blockquote></p><p> General Motors Company (NYSE:GM), on October 27, announced its third quarter results, posting earnings per share of $1.52, beating estimates by $0.55. The revenue fell by 24.52% year-over-year, amounting to $26.78 billion, missing estimates by $1.10 billion.</p><p><blockquote>通用汽车公司（纽约证券交易所股票代码：GM）10月27日公布了第三季度业绩，每股收益为1.52美元，超出预期0.55美元。营收同比下降24.52%，为267.8亿美元，比预期低11亿美元。</blockquote></p><p> On November 15, Wedbush analyst Daniel Ives kept an Outperform rating and a price target of $85 on General Motors Company (NYSE:GM)’s shares. The analyst stated that the vertical integration capabilities of General Motors Company (NYSE:GM) and conversion of its massive customer base to electric vehicles over the coming years represents a transformational opportunity for the company looking ahead.</p><p><blockquote>11月15日，Wedbush分析师Daniel Ives维持通用汽车公司（NYSE：GM）股票跑赢大盘的评级和85美元的目标价。该分析师表示，通用汽车公司（纽约证券交易所股票代码：GM）的垂直整合能力以及未来几年其庞大客户群向电动汽车的转变为该公司未来的转型机遇。</blockquote></p><p> Harris Associates&nbsp;is one of the leading General Motors Company (NYSE:GM) stakeholders from Q3, holding a $1.82 billion stake in the company, out of a total of 77 funds that were bullish on the stock in the third quarter.</p><p><blockquote>Harris Associates是通用汽车公司（纽约证券交易所股票代码：GM）第三季度的主要股东之一，在第三季度看好该股的总共77只基金中，持有该公司18.2亿美元的股份。</blockquote></p><p> Here&nbsp;is what&nbsp;Miller Value Partners&nbsp;has to say about General Motors Company (NYSE:GM) in its Q3 2021 investor letter:</p><p><blockquote>以下是Miller Value Partners在其2021年第三季度投资者信中对通用汽车公司（纽约证券交易所股票代码：GM）的评价：</blockquote></p><p>   “Another name we’ve recently purchased and have grown incredibly excited about: General Motors (GM). GM is interesting on many levels. We see it as an attractive investment opportunity and it might be a microcosm of current markets, both past and prospective.    Tesla trounced GM over the last decade. Tesla rose 15,797% crushing GM’s 238% increase, which lagged the S&amp;P 500’s 365%. Tesla came out of nowhere creating what many said was the best car ever made. A decade ago, no one saw that coming, including GM. GM’s historical strength led to arrogance. It completely dismissed the threat of any newcomer.    Where are we now? Expectations are entirely different. Tesla’s current price embeds 18 years of growth while GM embeds under one year (see a pattern in what we like?!). Tesla’s expectations look even loftier when you consider that in that 18th year, Tesla would be projected to earn $1.35 trillion revenues at very high, Ferrari-type margins. The largest automakers today generate roughly $250 billion revenues at less than half those margins.    Tesla’s priced to go where no man (or woman!) has gone before. It’s impossible for Tesla to meet these expectations with auto manufacturing alone. It requires something more. Bulls believe Tesla can dominate an autonomous driving future and make significant money on software subscriptions. We don’t have a view on this other than that Tesla needs to do so to be attractive at the current price.    Market expectations for GM, on the other hand, are muted. There appears to be no innovation or growth priced into the stock. Yet GM plans to launch 30 EV (electric vehicles) models globally by 2025 (Tesla has launched a total of 4). GM’s new electric vehicles, like the Hummer and Cadillac Lyric, are extremely impressive. It’s revamping its manufacturing production to be modular, allowing greater speed and adaptability. The entire culture has transformed from a stodgy, bureaucratic old manufacturer to a speedier, more innovative software-enabled automaker. GM currently employs 25,000 software engineers.    GM believes it can double revenues by 2030, and improve margins through software and services. GM currently earns $2 billion of high margin software and services revenue, which is more than Tesla. Cruise, GM’s majority owned autonomous company, recently detailed why it sees the potential for $50B in revenues within 6-8 years of its 2023 launch of the Origin vehicle. BrightDrop, its autonomous commercial vehicle unit, looks promising as well with the potential for $10 billion in revenues. We don’t think this optionality is reflected in the current price. Investors started to see the potential after GM’s recent analyst day. We can easily get values for GM more than double its current price of $58.    The contrast between GM and Tesla illustrates what we see more broadly in the market, which is why we see more opportunity in classic value names than in the secular growth names. After a decade of dominance, expectations for innovative and disruptive companies are quite high. Many classic value companies were caught flat-footed, but have invested heavily to catch up. Muted expectations don’t reflect their improved prospects.”  <b>6. The Bank of New York Mellon Corporation (NYSE:BK)</b></p><p><blockquote>“我们最近购买了另一个名字，并对此感到非常兴奋：通用汽车（GM）。通用汽车在许多层面上都很有趣。我们认为它是一个有吸引力的投资机会，它可能是当前市场的一个缩影，包括过去和未来。特斯拉在过去十年中击败了通用汽车。特斯拉上涨了15,797%，超过了通用汽车238%的涨幅，落后于标普500的365%。特斯拉不知从哪里冒出来，创造了许多人说是有史以来最好的汽车。十年前，没有人预见到这一点，包括通用汽车。通用汽车的历史实力导致了傲慢。它完全排除了任何新来者的威胁。我们现在在哪里？期望完全不同。特斯拉目前的价格嵌入了18年的增长，而通用汽车嵌入了不到一年的增长（看到我们喜欢的模式了吗？！）。当你考虑到在第18个年头，特斯拉预计将以非常高的法拉利式利润率赚取1.35万亿美元的收入时，特斯拉的期望看起来就更高了。如今，最大的汽车制造商创造了约2500亿美元的收入，而利润率还不到一半。特斯拉被定价去没有男人（或女人！）以前去过。特斯拉不可能仅靠汽车制造来满足这些期望。它需要更多的东西。看多者认为，特斯拉可以主导自动驾驶的未来，并通过软件订阅赚大钱。除了特斯拉需要这样做才能在当前价格下具有吸引力之外，我们对此没有任何看法。另一方面，市场对通用汽车的预期却很低。该股的定价似乎没有创新或增长。然而，通用汽车计划到2025年在全球推出30款EV（电动汽车）车型（特斯拉总共推出了4款）。通用汽车的新型电动汽车，如悍马和凯迪拉克Lyric，令人印象深刻。它正在将其制造生产改造为模块化，从而实现更快的速度和适应性。整个文化已经从一个乏味、官僚的老制造商转变为一个更快、更具创新性的软件驱动的汽车制造商。通用汽车目前雇佣了25,000名软件工程师。通用汽车相信，到2030年，它可以将收入翻一番，并通过软件和服务提高利润率。通用汽车目前的高利润软件和服务收入为20亿美元，超过了特斯拉。通用汽车控股的自动驾驶公司Cruise最近详细介绍了为什么它认为Origin汽车在2023年推出后的6-8年内有可能实现500亿美元的收入。其自动驾驶商用车部门BrightDrop看起来也很有前途，收入潜力达到100亿美元。我们认为这种可选性并没有反映在当前的价格中。在通用汽车最近的分析师日之后，投资者开始看到潜力。我们可以轻松获得通用汽车目前58美元价格的两倍多的价值。通用汽车和特斯拉之间的对比说明了我们在市场上更广泛地看到的情况，这就是为什么我们在经典价值品牌中看到比长期增长品牌更多的机会。在经历了十年的主导地位之后，人们对创新和颠覆性公司的期望相当高。许多经典价值公司措手不及，但已投入巨资迎头赶上。低迷的预期并不反映他们前景的改善。”<b>6.纽约梅隆银行（纽约证券交易所代码：BK）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $3,751,012,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：3,751,012,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 1.27%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：1.27%</i></b></blockquote></p><p></p><p> <b><i>Number of Hedge Fund Holders: 46</i></b></p><p><blockquote><b><i>对冲基金持有人数量：46</i></b></blockquote></p><p> <b><i>P/E Ratio: 14.48</i></b></p><p><blockquote><b><i>市盈率：14.48</i></b></blockquote></p><p> Warren Buffett owned 72.35 million shares in The Bank of New York Mellon Corporation (NYSE:BK), worth $3.75 billion by the end of the third quarter, accounting for 1.27% of the total investment portfolio at Berkshire Hathaway. The Bank of New York Mellon Corporation (NYSE:BK) is a financial services holding company, offering a range of services including corporate banking, investment banking, global wealth management, financial analysis, and private equity.</p><p><blockquote>沃伦·巴菲特持有纽约梅隆银行公司（NYSE：BK）7235万股股票，截至第三季度末价值37.5亿美元，占伯克希尔·哈撒韦公司总投资组合的1.27%。纽约梅隆银行公司（纽约证券交易所股票代码：BK）是一家金融服务控股公司，提供一系列服务，包括企业银行、投资银行、全球财富管理、财务分析和私募股权。</blockquote></p><p> The Bank of New York Mellon Corporation (NYSE:BK) announced on October 19 its Q3 earnings. EPS in the period totaled $1.04, exceeding estimates by $0.04. The $4.04 billion revenue jumped 4.89% year-over-year, outperforming estimates by $88.43 million.</p><p><blockquote>纽约梅隆银行公司（纽约证券交易所股票代码：BK）于10月19日公布了第三季度财报。期内每股收益总计1.04美元，超出预期0.04美元。40.4亿美元的收入同比增长4.89%，超出预期8843万美元。</blockquote></p><p> Morgan Stanley analyst Betsy Graseck on December 6 downgraded The Bank of New York Mellon Corporation (NYSE:BK) to Underweight from Equal Weight with a $59 price target, citing the stock’s valuation, low loan exposure, and negative operating leverage as reasons for the downgrade.</p><p><blockquote>摩根士丹利分析师Betsy Graseck 12月6日将纽约梅隆银行(NYSE：BK)的评级从同等权重下调至跑输大盘，目标价为59美元，理由是该股估值、低贷款敞口和负运营杠杆是下调的原因。</blockquote></p><p> First Eagle Investment Management&nbsp;is one of the largest stakeholders of The Bank of New York Mellon Corporation (NYSE:BK) in Q3, with 16.1 million shares worth over $837 million. Overall, 46 hedge funds monitored by Insider Monkey were bullish on The Bank of New York Mellon Corporation (NYSE:BK) in the third quarter, down from 52 funds in the preceding quarter.</p><p><blockquote>First Eagle Investment Management是纽约梅隆银行公司（NYSE：BK）第三季度最大的股东之一，持有1610万股股票，价值超过8.37亿美元。总体而言，Insider Monkey监测的46只对冲基金在第三季度看好纽约梅隆银行公司（NYSE：BK），低于上一季度的52只基金。</blockquote></p><p> The Bank of New York Mellon Corporation (NYSE:BK) is a notable stock from Warren Buffett’s Q3 portfolio, just like Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN).</p><p><blockquote>纽约梅隆银行（纽约证券交易所代码：BK）是沃伦·巴菲特第三季度投资组合中的一只著名股票，就像苹果公司（纳斯达克股票代码：AAPL）、美国运通公司（纽约证券交易所代码：AXP）、可口可乐公司（纽约证券交易所代码：KO）和亚马逊公司（纳斯达克股票代码：AMZN）一样。</blockquote></p><p> <b>5. DaVita Inc. (NYSE:DVA)</b></p><p><blockquote><b>5.DaVita Inc.（纽约证券交易所代码：DVA）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $4,196,471,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：4,196,471,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 1.43%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：1.43%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 39</i></b></p><p><blockquote><b><i>对冲基金持有人数量：39</i></b></blockquote></p><p> <b><i>P/E Ratio: 12.37</i></b></p><p><blockquote><b><i>市盈率：12.37</i></b></blockquote></p><p> DaVita Inc. (NYSE:DVA) made it to our list of the best value stocks in Warren Buffett’s portfolio, with the company announcing solid Q3 earnings on October 28, posting an EPS of $2.36, beating estimates by $0.10. Revenue over the period also outperformed estimates by $23.55 million.</p><p><blockquote>DaVita Inc.（纽约证券交易所股票代码：DVA）跻身沃伦·巴菲特投资组合中最具价值股票名单，该公司于10月28日公布了稳健的第三季度收益，每股收益为2.36美元，超出预期0.10美元。该期间的收入也超出预期2355万美元。</blockquote></p><p> Deutsche Bank analyst Pito Chickering on November 17 lowered the price target on DaVita Inc. (NYSE:DVA) to $150 from $164 and kept a Buy rating on the shares after the capital markets day, stating that the company offers a longer term investment horizon than many investors can be comfortable with.</p><p><blockquote>德意志银行分析师Pito Chickering于11月17日将DaVita Inc.（纽约证券交易所股票代码：DVA）的目标股价从164美元下调至150美元，并在资本市场日之后维持对该股的买入评级，称该公司提供了更长期的投资前景比许多投资者都感到满意。</blockquote></p><p> DaVita Inc. (NYSE:DVA) is a healthcare company primarily focusing on kidney diseases and dialysis support, operating in nine countries in addition to the United States. Warren Buffett holds a $4.19 billion position in DaVita Inc. (NYSE:DVA) as of September this year, with DaVita Inc. (NYSE:DVA) stock accounting for 1.43% of the billionaire’s total investments.</p><p><blockquote>DaVita Inc.（纽约证券交易所股票代码：DVA）是一家主要专注于肾脏疾病和透析支持的医疗保健公司，除美国外，还在九个国家开展业务。截至今年9月，沃伦·巴菲特持有DaVita Inc.（纽约证券交易所代码：DVA）41.9亿美元的头寸，DaVita Inc.（纽约证券交易所代码：DVA）股票占这位亿万富翁总投资的1.43%。</blockquote></p><p> At the end of the third quarter, 39 hedge funds tracked by Insider Monkey reported owning stakes worth $4.81 billion in DaVita Inc. (NYSE:DVA). This is compared to the same number of funds holding the DaVita Inc. (NYSE:DVA) stock in the preceding quarter, with a total stake value of approximately $5.13 billion.</p><p><blockquote>截至第三季度末，Insider Monkey追踪的39家对冲基金报告称持有DaVita Inc.（纽约证券交易所股票代码：DVA）价值48.1亿美元的股份。相比之下，上一季度持有DaVita Inc.（纽约证券交易所股票代码：DVA）股票的基金数量相同，总持股价值约为51.3亿美元。</blockquote></p><p> Gates Capital Managementincreased its stake in DaVita Inc. (NYSE:DVA) by 5% in the third quarter, and is one of the leading stakeholders of the company, with a $174.1 million position.</p><p><blockquote>盖茨资本管理公司在第三季度增持了DaVita Inc.（纽约证券交易所股票代码：DVA）5%的股份，是该公司的主要股东之一，持仓量为1.741亿美元。</blockquote></p><p> <b>4. U.S. Bancorp (NYSE:USB)</b></p><p><blockquote><b>4.美国合众银行（纽约证券交易所代码：USB）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $7,514,279,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：7,514,279,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 2.52%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：2.52%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 42</i></b></p><p><blockquote><b><i>对冲基金持有人数量：42</i></b></blockquote></p><p> <b><i>P/E Ratio: 11.60</i></b></p><p><blockquote><b><i>市盈率：11.60</i></b></blockquote></p><p> U.S. Bancorp (NYSE:USB) is a Minnesota-based bank holding company that operates via its wholly owned subsidiary, U.S. Bank National Association, and offers banking, investment, mortgage, trust, and payment services to customers. As one of the best value stocks in Warren Buffett’s Q3 portfolio, U.S. Bancorp (NYSE:USB) represents 2.52% of the billionaire’s total investments. Berkshire Hathaway owns over 126 million U.S. Bancorp (NYSE:USB) shares, worth $7.51 billion.</p><p><blockquote>美国合众银行（纽约证券交易所股票代码：USB）是一家总部位于明尼苏达州的银行控股公司，通过其全资子公司美国银行全国协会运营，为客户提供银行、投资、抵押贷款、信托和支付服务。作为沃伦·巴菲特第三季度投资组合中最具价值的股票之一，美国合众银行（纽约证券交易所股票代码：USB）占这位亿万富翁总投资的2.52%。伯克希尔哈撒韦公司拥有超过1.26亿股美国合众银行（纽约证券交易所股票代码：USB）股票，价值75.1亿美元。</blockquote></p><p> On December 9, UBS analyst Erika Najarian initiated coverage of U.S. Bancorp (NYSE:USB) with a Buy rating and a $70 price target, after the 300 basis points of ROTCE outperformance by the company.</p><p><blockquote>12月9日，瑞银(UBS)分析师Erika Najarian首次对U.S.Bancorp(NYSE：USB)给予买入评级和70美元的目标价，此前该公司的ROTCE表现优于300个基点。</blockquote></p><p> U.S. Bancorp (NYSE:USB), on October 14, reported its Q3 results, posting an EPS of $1.30, beating estimates by $0.14. The $5.86 billion revenue also exceeded estimates by $105.32 million.</p><p><blockquote>美国合众银行(NYSE：USB)于10月14日公布了第三季度业绩，每股收益为1.30美元，超出预期0.14美元。58.6亿美元的收入也超出预期1.0532亿美元。</blockquote></p><p> In Q3 2021, 42 hedge funds in the database of Insider Monkey were long U.S. Bancorp (NYSE:USB), up from 41 funds in the preceding quarter.Yacktman Asset Managementis one of the leading stakeholders of U.S. Bancorp (NYSE:USB), holding a $279.3 million stake in the bank holding company.</p><p><blockquote>2021年第三季度，Insider Monkey数据库中有42家对冲基金做多U.S.Bancorp(NYSE：USB)，高于上一季度的41家基金。Yacktman Asset Management是U.S.Bancorp(NYSE：USB)的主要利益相关者之一），持有该银行控股公司价值2.793亿美元的股份。</blockquote></p><p> Hereis what Mairs &amp; Power has to say about U.S. Bancorp (NYSE:USB) in their Q4 2020 investor letter:</p><p><blockquote>以下是Mairs&amp;Power在2020年第四季度投资者信中对U.S.Bancorp(NYSE：USB)的评价：</blockquote></p><p></p><p>   “On the negative side, one of the Fund’s biggest detractor in 2020 was U.S. Bancorp (USB). Like all banks, U.S. Bank was hurt by the difficult interest rate environment and credit cycle concerns. We believe banks are strong enough to survive the current sector doldrums, and they remain some of the market’s most attractive opportunities.”  <b>3. Verizon Communications Inc. (NYSE:VZ)</b></p><p><blockquote>“从负面来看，该基金在2020年最大的诋毁者之一是美国合众银行(USB)。与所有银行一样，合众银行也受到了困难的利率环境和信贷周期担忧的伤害。我们相信银行足够强大，能够度过当前的行业低迷，它们仍然是市场上最有吸引力的机会之一。”<b>3.威瑞森通信公司（纽约证券交易所代码：VZ）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $8,578,115,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：8,578,115,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 2.92%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：2.92%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 57</i></b></p><p><blockquote><b><i>对冲基金持有人数量：57</i></b></blockquote></p><p> <b><i>P/E Ratio: 9.43</i></b></p><p><blockquote><b><i>市盈率：9.43</i></b></blockquote></p><p> With a price to earnings ratio of 9.43, Verizon Communications Inc. (NYSE:VZ) is one of Warren Buffett’s top value stock picks from the third quarter, with the billionaire holding an $8.57 billion position in the company. Verizon Communications Inc. (NYSE:VZ), an American multinational telecommunications conglomerate, announced a quarterly dividend of $0.64 per share on December 2, payable on February 1 to shareholders of record on January 10. Verizon Communications Inc. (NYSE:VZ) offers a forward dividend yield of 5.10%.</p><p><blockquote>Verizon Communications Inc.（纽约证券交易所股票代码：VZ）的市盈率为9.43，是沃伦·巴菲特第三季度最有价值的股票之一，这位亿万富翁持有该公司85.7亿美元的头寸。美国跨国电信集团Verizon Communications Inc.（纽约证券交易所股票代码：VZ）于12月2日宣布派发每股0.64美元的季度股息，将于2月1日支付给1月10日登记在册的股东。Verizon Communications Inc.（纽约证券交易所股票代码：VZ）的远期股息率为5.10%。</blockquote></p><p> On October 20, Verizon Communications Inc. (NYSE:VZ) announced Q3 results, posting an EPS of $1.41, beating estimates by $0.05. The quarterly revenue amounted to $32.92 billion, missing estimates by $301.93 million. Following the Q3 performance, Cowen analyst Colby Synesael raised the price target on Verizon Communications Inc. (NYSE:VZ) to $71 from $68 and kept an Outperform rating on the shares.</p><p><blockquote>10月20日，Verizon Communications Inc.（纽约证券交易所股票代码：VZ）公布了第三季度业绩，每股收益为1.41美元，超出预期0.05美元。季度营收为329.2亿美元，比预期低3.0193亿美元。继第三季度业绩公布后，Cowen分析师Colby Synesael将Verizon Communications Inc.（纽约证券交易所股票代码：VZ）的目标股价从68美元上调至71美元，并维持该股跑赢大盘的评级。</blockquote></p><p> Verizon Communications Inc. (NYSE:VZ) was awarded two contracts worth $34.6 million by the U.S. Department of Energy. The task orders were awarded through the federal government’s Enterprise Infrastructure Solutions contract vehicle on December 1.</p><p><blockquote>Verizon Communications Inc.（纽约证券交易所股票代码：VZ）获得美国授予的两份价值3460万美元的合同。能源部。这些任务订单于12月1日通过联邦政府的企业基础设施解决方案合同工具授予。</blockquote></p><p> By the end of the third quarter, 57 hedge funds were bullish on Verizon Communications Inc. (NYSE:VZ), down from 63 funds in the preceding quarter. Jaime Sterne’s&nbsp;Skye Global Management&nbsp;is one of the leading Verizon Communications Inc. (NYSE:VZ) stakeholders from Q3, holding a $282.3 million position in the company.</p><p><blockquote>截至第三季度末，有57家对冲基金看好Verizon Communications Inc.（纽约证券交易所股票代码：VZ），低于上一季度的63家。Jaime Sterne的Skye Global Management是Verizon Communications Inc.（纽约证券交易所股票代码：VZ）第三季度的主要股东之一，持有该公司2.823亿美元的股份。</blockquote></p><p> Hereis what&nbsp;Miller/Howard Investments&nbsp;has to say about Verizon Communications Inc. (NYSE:VZ) in its Q1 2021 investor letter:</p><p><blockquote>以下是Miller/Howard Investments在其2021年第一季度投资者信中对Verizon Communications Inc.（纽约证券交易所股票代码：VZ）的评价：</blockquote></p><p>   “We sold Verizon (VZ) based on concerns over how much they might spend in ongoing spectrum auctions. Management may legitimately view spending billions of dollars to expand their spectrum holdings as necessary, but we believe the payoff will be slow and will make it challenging to grow the dividend at a good pace.”  <b>2. American Express Company (NYSE:AXP)</b></p><p><blockquote>“我们出售Verizon(VZ)是出于对他们在正在进行的频谱拍卖中可能花费多少钱的担忧。管理层可能合理地认为花费数十亿美元来扩大频谱持有量是必要的，但我们认为回报将是缓慢的，并且将使其具有挑战性以良好的速度增长股息。”<b>2.美国运通公司（纽约证券交易所代码：AXP）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $25,399,340,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：25,399,340,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 8.65%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：8.65%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 57</i></b></p><p><blockquote><b><i>对冲基金持有人数量：57</i></b></blockquote></p><p> <b><i>P/E Ratio: 17.45</i></b></p><p><blockquote><b><i>市盈率：17.45</i></b></blockquote></p><p> American Express Company (NYSE:AXP), a multinational payment card services company, posted on October 22 its Q3 results. EPS for the period came in at $2.27, exceeding estimates by $0.52. The revenue amounted to $10.93 billion, up 24.88% year-over-year, outperforming estimates by $382.39 million.</p><p><blockquote>跨国支付卡服务公司美国运通公司（纽约证券交易所股票代码：AXP）于10月22日公布了第三季度业绩。该期间每股收益为2.27美元，超出预期0.52美元。营收109.3亿美元，同比增长24.88%，超出预期3.8239亿美元。</blockquote></p><p> 8.65% of Berkshire Hathaway’s Q3 investments are represented by American Express Company (NYSE:AXP) stock, with Warren Buffett holding 151.6 million shares of the company, worth $25.39 billion at the end of September this year. American Express Company (NYSE:AXP) is one of the best value stocks in Warren Buffett’s portfolio.</p><p><blockquote>伯克希尔哈撒韦公司第三季度投资的8.65%是美国运通公司（NYSE：AXP）股票，沃伦·巴菲特持有该公司1.516亿股股票，截至今年9月底价值253.9亿美元。美国运通公司（纽约证券交易所股票代码：AXP）是沃伦·巴菲特投资组合中最有价值的股票之一。</blockquote></p><p> The smart money took a greater interest in American Express Company (NYSE:AXP) in the third quarter, with 57 hedge funds being bullish on the stock at September end, up from 52 funds holding stakes in American Express Company (NYSE:AXP) in the preceding quarter.Fisher Asset Management&nbsp;is a notable stakeholder of American Express Company (NYSE:AXP) in Q3, with 15.6 million shares valued at $2.61 billion.</p><p><blockquote>聪明的资金在第三季度对美国运通公司（纽约证券交易所股票代码：AXP）产生了更大的兴趣，截至9月底，有57家对冲基金看好该股，高于持有美国运通公司（纽约证券交易所股票代码：AXP）股份的52家基金在上一季度。费舍尔资产管理公司是美国运通公司（纽约证券交易所股票代码：AXP）第三季度的著名股东，持有1560万股，价值26.1亿美元。</blockquote></p><p> After the Q3 earnings beat, BMO Capital analyst James Fotheringham on October 25 raised the price target on American Express Company (NYSE:AXP) to $151 from $147 but kept a Market Perform rating on the shares. In addition to the strong Q3 earnings, the analyst revised his model for American Express Company (NYSE:AXP) to forecast higher net interest income, lower loan loss provisions, and lower share counts.</p><p><blockquote>在第三季度盈利超出预期后，BMO Capital分析师James Fotheringham于10月25日将美国运通公司(NYSE：AXP)的目标股价从147美元上调至151美元，但维持该股的市场表现评级。除了强劲的第三季度收益外，分析师还修改了美国运通公司（纽约证券交易所股票代码：AXP）的模型，预测净利息收入增加、贷款损失准备金减少和股票数量减少。</blockquote></p><p> Hereis what&nbsp;ClearBridge Investments&nbsp;has to say about American Express Company (NYSE:AXP) in its Q2 2021 investor letter:</p><p><blockquote>以下是ClearBridge Investments在其2021年第二季度投资者信中对美国运通公司（纽约证券交易所股票代码：AXP）的评价：</blockquote></p><p></p><p>   “In financials, American Express has done an excellent job demonstrating the resiliency of its franchise in the midst of a global pandemic that drove a 60% decline in its core travel and entertainment business. The company’s spend-centric model has been helped by fiscal stimulus ensuring a flush consumer, while management continues to execute well by adding millions of new consumer and small and medium business accounts, which should benefit the franchise over the medium to long term. We remain optimistic regarding the company’s prospects as travel and entertainment activity rebounds, adding to our position in the quarter.”  <b>1. Bank of America Corporation (NYSE:BAC)</b></p><p><blockquote>“在财务方面，美国运通出色地展示了其特许经营权在全球大流行导致其核心旅游和娱乐业务下降60%的情况下的弹性。该公司以支出为中心的模式得到了财政刺激的帮助确保了消费者的富裕，而管理层继续通过增加数百万新的消费者和中小企业账户来执行良好，这应该会使特许经营权在中长期内受益。随着旅游和娱乐活动的反弹，我们对公司的前景保持乐观，这增加了我们在本季度的地位。”<b>1.美国银行公司（纽约证券交易所代码：BAC）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $42,878,771,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：42,878,771,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 14.61%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：14.61%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 72</i></b></p><p><blockquote><b><i>对冲基金持有人数量：72</i></b></blockquote></p><p> <b><i>P/E Ratio: 13.32</i></b></p><p><blockquote><b><i>市盈率：13.32</i></b></blockquote></p><p> Ranking first on our list of the best value stocks in Warren Buffett’s portfolio is Bank of America Corporation (NYSE:BAC), with the billionaire holding more than 1 billion shares worth $42.8 billion by the end of September. Bank of America Corporation (NYSE:BAC) stock represents 14.61% of Warren Buffett’s total Q3 securities.</p><p><blockquote>在我们的沃伦·巴菲特投资组合中最具价值股票名单中排名第一的是美国银行公司（纽约证券交易所股票代码：BAC），截至9月底，这位亿万富翁持有超过10亿股股票，价值428亿美元。美国银行公司（纽约证券交易所股票代码：BAC）股票占沃伦·巴菲特第三季度证券总额的14.61%。</blockquote></p><p> UBS analyst Erika Najarian assumed coverage of Bank of America Corporation (NYSE:BAC) with a Buy rating and a $64 price target on December 9. The analyst named Bank of America Corporation (NYSE:BAC) her top pick among the U.S. large cap banks.</p><p><blockquote>瑞银(UBS)分析师Erika Najarian于12月9日对美国银行公司(NYSE：BAC)给予买入评级和64美元的目标价。这位分析师将美国银行公司（纽约证券交易所股票代码：BAC）列为她在美国大型银行中的首选。</blockquote></p><p> Bank of America Corporation (NYSE:BAC), on October 14, announced earnings for the third quarter, posting an EPS of $0.85, beating estimates by $0.15. The revenue was up 11.33% year-over-year, amounting to $22.77 billion, exceeding estimates by $1.16 billion.</p><p><blockquote>美国银行公司（纽约证券交易所股票代码：BAC）10月14日公布第三季度收益，每股收益为0.85美元，超出预期0.15美元。营收同比增长11.33%，达到227.7亿美元，超出预期11.6亿美元。</blockquote></p><p> In the third quarter, 72 hedge funds were bullish on Bank of America Corporation (NYSE:BAC), holding total stakes valued at $46.48 billion. One of the leading Bank of America Corporation (NYSE:BAC) stakeholders from Q3 isHarris Associates, with a $2.52 billion position in the company.</p><p><blockquote>第三季度，72家对冲基金看好美国银行公司（NYSE：BAC），持有总价值464.8亿美元的股份。iHarris Associates是美国银行公司（纽约证券交易所股票代码：BAC）第三季度的主要利益相关者之一，在该公司持有25.2亿美元的股份。</blockquote></p><p> Here&nbsp;is what Oakmark Funds has to say about Bank of America Corporation (NYSE:BAC) in its Q3 2021 investor letter:</p><p><blockquote>以下是Oakmark Funds在其2021年第三季度投资者信中对美国银行公司（纽约证券交易所股票代码：BAC）的评价：</blockquote></p><p>   “Earlier this year, one of our holdings, Bank of America, announced that it was raising its minimum hourly wage from $15 to $20 and would increase it to $25 by 2025. The company received great press for placing the well-being of its employees above profits. But was it really either/or? Bank of America’s chief human resources officer spoke to the bigger picture: “A core tenet of responsible growth is our commitment to being a great place to work…that includes providing strong pay and competitive benefits to help them and their families, so that we continue to attract and retain the best talent.” Bank of America understood that engaged, high-caliber employees are more productive, less prone to turnover and, therefore, less expensive in the long run. Increasing the pay for employees wasn’t elevating employees above shareholders; it was the right thing to do for employees  <i>and</i>for shareholders.    If an increase to $20 was good, why stop there? Why not $50 per hour? Because the benefits the business receives at $50 don’t justify the expense. The bank would no longer be able to price its products competitively and would lose business. The employees would “win” in the short term, but eventually the lost business would lead to job cuts, meaning both employees and shareholders would lose. The negative effects of stakeholder overreach are no different than when CEOs overreach to inflate short-term profits. Both hurt shareholders  <i>and</i>stakeholders.” </p><p><blockquote>“今年早些时候，我们控股的美国银行宣布将最低时薪从15美元提高到20美元，并将在2025年提高到25美元。该公司因将员工的福利置于利润之上而受到广泛关注。但这真的是非此即彼吗？美国银行首席人力资源官谈到了大局：“负责任增长的核心原则是我们致力于成为一个伟大的工作场所……这包括提供丰厚的薪酬和有竞争力的福利来帮助他们及其家人，以便我们继续吸引并留住最优秀的人才。”美国银行明白，敬业、高素质的员工生产力更高，不容易离职，因此从长远来看成本更低。增加员工薪酬并没有将员工提升到股东之上；这对员工来说是正确的做法<i>和</i>对于股东来说。如果涨到20美元是好事，为什么要止步于此呢？为什么不是每小时50美元？因为企业以50美元获得的收益并不值得花费。该银行将不再能够为其产品定价具有竞争力，并将失去业务。员工将在短期内“获胜”，但最终失去的业务将导致裁员，这意味着员工和股东都将遭受损失。利益相关者越权的负面影响与首席执行官越权夸大短期利润没有什么不同。两者都伤害了股东<i>和</i>利益相关者。”</blockquote></p><p></p>","source":"lsy1606273129822","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>5 Best Value Stocks in Warren Buffett’s Portfolio<blockquote>沃伦·巴菲特投资组合中5只最有价值的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Best Value Stocks in Warren Buffett’s Portfolio<blockquote>沃伦·巴菲特投资组合中5只最有价值的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Insider Monkey</strong><span class=\"h-time small\">2021-12-16 15:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In this article, we discuss the 10 best value stocks in Warren Buffett’s portfolio.</p><p><blockquote>在本文中，我们讨论沃伦·巴菲特投资组合中10只最有价值的股票。</blockquote></p><p> Billionaire Warren Buffett is an American business tycoon, legendary value investor, and philanthropist, who is known for his conglomerate holding company, Berkshire Hathaway Inc. (NYSE:BRK-A), which he manages alongside Charlie Munger, who is the vice chairman of the company and the closest associate of Buffett.</p><p><blockquote>亿万富翁沃伦·巴菲特是美国商业大亨、传奇价值投资者和慈善家，他以其控股公司伯克希尔·哈撒韦公司（纽约证券交易所股票代码：BRK-A）而闻名，他与副董事长查理·芒格一起管理该公司，也是巴菲特最亲密的同事。</blockquote></p><p> Buffett manages his investments via his hedge fund,Berkshire Hathaway, which managed about $293.4 billion in 13F securities in the third quarter, gaining approximately $57 billion as compared to the prior-year quarter. Buffett’s portfolio is largely concentrated in the information technology, finance, and consumer staples sectors. The billionaire is known for following the Benjamin Graham school of thought, focusing primarily on value stocks.</p><p><blockquote>巴菲特通过他的对冲基金伯克希尔哈撒韦公司管理他的投资，该基金第三季度管理了约2934亿美元的13F证券，与去年同期相比增加了约570亿美元。巴菲特的投资组合主要集中在信息技术、金融和必需消费品领域。这位亿万富翁以追随本杰明·格雷厄姆学派而闻名，主要关注价值股。</blockquote></p><p> The legendary investor recommends low-cost index funds for a majority of investors, as some active managers charge heavy management and performance fees, and he doesn’t believe they can beat the market on a consistent basis. In his opinion, amatuer and passive investors are better off betting on an S&amp;P 500 index fund for the long-term, since it would generate returns over the course of a decade that are higher than the returns from a basket of diversified hedge funds after the hedge fund managers are paid their share of the management fees.</p><p><blockquote>这位传奇投资者向大多数投资者推荐低成本指数基金，因为一些主动型基金经理收取高额管理费和绩效费，而且他不相信他们能够持续击败市场。他认为，业余和被动投资者最好长期押注标普500指数基金，因为它在十年内产生的回报将高于对冲基金后一篮子多元化对冲基金的回报。基金经理支付他们应得的管理费。</blockquote></p><p> Since Buffett is a long-term investor, he advises people who are starting out their investment journey to buy the stock dips, since the market is eventually going to rise again.</p><p><blockquote>由于巴菲特是一位长期投资者，他建议刚刚开始投资之旅的人逢低买入股票，因为市场最终会再次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95c29fa4a746a9be0316155793ff359c\" tg-width=\"767\" tg-height=\"843\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The most notable stocks in Warren Buffett’s Q3 portfolio include Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN), in addition to others mentioned in detail below.</p><p><blockquote>沃伦·巴菲特第三季度投资组合中最著名的股票包括苹果公司（纳斯达克股票代码：AAPL）、美国运通公司（纽约证券交易所股票代码：AXP）、可口可乐公司（纽约证券交易所股票代码：KO）和亚马逊公司（纳斯达克股票代码：AMZN）），以及下面详细提到的其他股票。</blockquote></p><p> <b><i>Our Methodology</i></b></p><p><blockquote><b><i>我们的方法论</i></b></blockquote></p><p> We used the Q3 portfolio of Warren Buffett’s Berkshire Hathaway to select his top 10 value stocks. We chose stocks that had the lowest price to earnings ratio in the billionaire’s portfolio, and ranked the securities according to Buffett’s stake value in each holding.</p><p><blockquote>我们使用沃伦·巴菲特旗下伯克希尔·哈撒韦公司的第三季度投资组合来选择他的十大价值股票。我们选择了这位亿万富翁投资组合中市盈率最低的股票，并根据巴菲特在每只股票中的持股价值对证券进行排名。</blockquote></p><p> <b>Best Value Stocks in Warren Buffett’s Portfolio</b></p><p><blockquote><b>沃伦·巴菲特投资组合中最有价值的股票</b></blockquote></p><p> <b>10. Wells Fargo &amp; Company (NYSE:WFC)</b></p><p><blockquote><b>10.富国银行公司（纽约证券交易所代码：WFC）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $31,329,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：31,329,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 0.01%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：0.01%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 88</i></b></p><p><blockquote><b><i>对冲基金持有人数量：88</i></b></blockquote></p><p> <b><i>P/E Ratio: 11.98</i></b></p><p><blockquote><b><i>市盈率：11.98</i></b></blockquote></p><p> Wells Fargo &amp; Company (NYSE:WFC) posted its Q3 earnings on October 14. EPS in the quarter totaled $1.22, exceeding estimates by $0.28. Revenue over the period equaled $18.83 billion, outperforming analysts’ consensus estimates by $542.17 million.</p><p><blockquote>富国银行（纽约证券交易所股票代码：WFC）于10月14日公布了第三季度收益。本季度每股收益总计1.22美元，超出预期0.28美元。该期间的收入为188.3亿美元，比分析师普遍预期高出5.4217亿美元。</blockquote></p><p> Warren Buffett holds 675,054 shares in Wells Fargo &amp; Company (NYSE:WFC), an American multinational financial services corporation, as of September this year. Buffett’s stake in Wells Fargo &amp; Company (NYSE:WFC) amounts to $31.32 million, and it accounts for 0.01% of the billionaire’s Q3 portfolio. With a P/E ratio of 11.98, Wells Fargo &amp; Company (NYSE:WFC) is one of the best value stocks in Warren Buffett’s portfolio.</p><p><blockquote>截至今年9月，沃伦·巴菲特持有美国跨国金融服务公司富国银行（NYSE：WFC）675,054股股票。巴菲特持有富国银行（纽约证券交易所股票代码：WFC）的股份达3132万美元，占这位亿万富翁第三季度投资组合的0.01%。富国银行公司（纽约证券交易所股票代码：WFC）的市盈率为11.98，是沃伦·巴菲特投资组合中最有价值的股票之一。</blockquote></p><p> On December 9, UBS analyst Erika Najarian called Wells Fargo &amp; Company (NYSE:WFC) one of her “highest conviction Buy ideas”, assuming coverage of the stock with a Buy rating and a $65 price target. The analyst sees rising rates and execution of its expense plan driving return on average tangible common shareholders’ equity as attractive catalysts.</p><p><blockquote>12月9日，瑞银分析师埃里卡·纳贾里安(Erika Najarian)称富国银行(NYSE：WFC)是她“最坚定的买入想法”之一，假设该股的评级为买入，目标价为65美元。分析师认为，利率上升和费用计划的执行推动了平均有形普通股股东权益回报率，是有吸引力的催化剂。</blockquote></p><p> A total of 88 hedge funds were bullish on Wells Fargo &amp; Company (NYSE:WFC) at the end of the third quarter, holding stakes worth $6.18 billion. This is comparable to 94 funds holding stakes valued at over $7 billion in Wells Fargo &amp; Company (NYSE:WFC) in the previous quarter.</p><p><blockquote>截至第三季度末，共有88家对冲基金看好富国银行（NYSE：WFC），持有价值61.8亿美元的股份。与上一季度持有富国银行公司（纽约证券交易所股票代码：WFC）价值超过70亿美元股份的94只基金相比。</blockquote></p><p> Boykin Curry’s&nbsp;Eagle Capital Management&nbsp;is the largest Wells Fargo &amp; Company (NYSE:WFC) stakeholder as of the third quarter, holding 33.74 million shares worth $1.56 billion.</p><p><blockquote>截至第三季度，博伊金·库里(Boykin Curry)的Eagle Capital Management是富国银行(NYSE：WFC)最大的股东，持有3374万股，价值15.6亿美元。</blockquote></p><p> Wells Fargo &amp; Company (NYSE:WFC) is a notable stock from Warren Buffett’s Q3 portfolio, in addition to Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN).</p><p><blockquote>富国银行（纽约证券交易所股票代码：WFC）是沃伦·巴菲特第三季度投资组合中的一只著名股票，此外还有苹果公司（纳斯达克股票代码：AAPL）、美国运通公司（纽约证券交易所股票代码：AXP）、可口可乐公司（纽约证券交易所股票代码：KO）和亚马逊公司（纳斯达克股票代码：AMZN）。</blockquote></p><p> Hereis what Davis Global Fund has to say about Wells Fargo &amp; Company (NYSE:WFC) in its Q3 2021 investor letter:</p><p><blockquote>以下是戴维斯全球基金在其2021年第三季度投资者信中对富国银行(NYSE：WFC)的评价：</blockquote></p><p></p><p>   “…This second chart highlights that financials remain the cheapest part of the market today and continue to be extremely attractive. Strong capital ratios, conservative lending practices, already record low interest rates and now a strengthening economy, all paired with low valuations, bode well for future returns.    Take our top financials holding in Wells Fargo, for instance. Wells Fargo is trading at 1.3x tangible book value, while we expect return on equity (ROE) to be in the mid-to-high teens over time. Even in this low-rate environment, the current multiple is only 12x 2021 owner earnings, and our IRR estimate is 12–13%. Wells Fargo has performed well this year, up 51% year-to-date, yet still looks very attractive, which speaks to how undervalued it was and why it is so important to be patient when investing in high-quality companies trading at low valuations. Rather than invest on the basis of unpredictable near-term catalysts, we prefer to be patient as earnings and cash build up, even if the stock price does not immediately reflect the economic reality. We continue to like our positions in financials.”  <b>9. Teva Pharmaceutical Industries Limited (NYSE:TEVA)</b></p><p><blockquote>“……第二张图表强调，金融股仍然是当今市场上最便宜的部分，并且仍然极具吸引力。强劲的资本比率、保守的贷款做法、已经创纪录的低利率以及现在正在走强的经济，所有这些都与低估值相结合，预示着未来的回报。以我们持有的富国银行的顶级金融股为例。富国银行的交易价格是有形账面价值的1.3倍，而我们预计随着时间的推移，股本回报率(ROE)将处于中高水平。即使在这种低利率环境下，目前的市盈率也仅为2021年所有者收益的12倍，我们的IRR估计为12-13%。富国银行今年表现良好，今年迄今上涨了51%，但看起来仍然非常有吸引力，这说明了它的价值是多么被低估，以及为什么在投资以低价交易的优质公司时保持耐心如此重要估值。我们宁愿在收益和现金增加时保持耐心，而不是根据不可预测的近期催化剂进行投资，即使股价不能立即反映经济现实。我们继续看好我们在金融股的头寸。”<b>9.梯瓦制药工业有限公司（纽约证券交易所代码：TEVA）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $416,768,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：416,768,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 0.14%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：0.14%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 22</i></b></p><p><blockquote><b><i>对冲基金持有人数量：22</i></b></blockquote></p><p> <b><i>P/E Ratio: 12.63</i></b></p><p><blockquote><b><i>市盈率：12.63</i></b></blockquote></p><p> Teva Pharmaceutical Industries Limited (NYSE:TEVA), a pharmaceutical company from Israel specializing in generics and biopharmaceutical medicines, reported its Q3 results on October 27. Teva Pharmaceutical Industries Limited (NYSE:TEVA) posted an EPS of $0.59, missing estimates by $0.06. The Q3 revenue totaled $3.89 billion, down 2.29% year-over-year, missing estimates by $163.2 million.</p><p><blockquote>梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）是一家来自以色列的专注于仿制药和生物制药的制药公司，于10月27日公布了第三季度业绩。梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）公布的每股收益为0.59美元，比预期低0.06美元。第三季度营收总计38.9亿美元，同比下降2.29%，比预期低1.632亿美元。</blockquote></p><p> Warren Buffett holds a $416.76 million position in Teva Pharmaceutical Industries Limited (NYSE:TEVA) as of September 2021, which accounts for 0.14% of the billionaire’s total Q3 portfolio.</p><p><blockquote>截至2021年9月，沃伦·巴菲特持有梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）价值4.1676亿美元的头寸，占这位亿万富翁第三季度投资组合总额的0.14%。</blockquote></p><p> Abrams Capital Managementis one of the leading stakeholders of Teva Pharmaceutical Industries Limited (NYSE:TEVA) from the third quarter, owning over 24 million shares valued at $234.2 million.</p><p><blockquote>艾布拉姆斯资本管理公司是梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）第三季度的主要股东之一，拥有超过2400万股股票，价值2.342亿美元。</blockquote></p><p> Hedge funds increased their stakes in Teva Pharmaceutical Industries Limited (NYSE:TEVA) in the third quarter, with 22 funds holding stakes valued at $950.6 million in the company, as compared to the same number of funds being bullish on Teva Pharmaceutical Industries Limited (NYSE:TEVA) in the preceding quarter, with a total stake value of $947.1 million.</p><p><blockquote>对冲基金在第三季度增持了梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）的股份，有22只基金持有该公司价值9.506亿美元的股份，而同样数量的基金看好梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA），持股总价值为9.471亿美元。</blockquote></p><p> Raymond James analyst Elliot Wilbur on October 27 downgraded Teva Pharmaceutical Industries Limited (NYSE:TEVA) to Market Perform from Outperform without a price target, stating that near-term fundamentals are coming up short, as compared to the performance expectations from the company.</p><p><blockquote>Raymond James分析师Elliot Wilbur于10月27日将梯瓦制药工业有限公司（纽约证券交易所股票代码：TEVA）的评级从跑赢大盘下调至市场表现，但没有设定价格目标，称与该公司的业绩预期相比，近期基本面未达到预期。</blockquote></p><p> <b>8. Globe Life Inc. (NYSE:GL)</b></p><p><blockquote><b>8.环球人寿公司（纽约证券交易所代码：GL）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $565,672,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：565,672,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 0.19%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：0.19%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 27</i></b></p><p><blockquote><b><i>对冲基金持有人数量：27</i></b></blockquote></p><p> <b><i>P/E Ratio: 12.45</i></b></p><p><blockquote><b><i>市盈率：12.45</i></b></blockquote></p><p> Billionaire Warren Buffett holds 6.35 million shares in Globe Life Inc. (NYSE:GL) as of September this year, worth $565.6 million, accounting for 0.19% of his total Q3 13F portfolio. Globe Life Inc. (NYSE:GL) is a Texas-based financial services holding company that specializes in life insurance, annuity, and supplemental health insurance products.</p><p><blockquote>截至今年9月，亿万富翁沃伦·巴菲特持有Globe Life Inc.（纽约证券交易所股票代码：GL）635万股，价值5.656亿美元，占其第三季度13F投资组合总额的0.19%。Globe Life Inc.（纽约证券交易所股票代码：GL）是一家总部位于德克萨斯州的金融服务控股公司，专门从事人寿保险、年金和补充健康保险产品。</blockquote></p><p> Credit Suisse analyst Andrew Kligerman on October 19 lowered the price target on Globe Life Inc. (NYSE:GL) to $130 from $135 and kept an Outperform rating on the shares, stating that despite the COVID-19 pressures on the stock, Globe Life Inc. (NYSE:GL) is trading at an attractive valuation. Globe Life Inc. (NYSE:GL) is one of the top value stocks according to Warren Buffett’s Berkshire Hathaway.</p><p><blockquote>瑞士信贷分析师Andrew Kligerman于10月19日将Globe Life Inc.(NYSE：GL)的目标股价从135美元下调至130美元，并维持该股跑赢大盘的评级，并表示尽管该股面临COVID-19压力，Globe Life Inc.(NYSE：GL)的交易估值颇具吸引力。根据沃伦·巴菲特的伯克希尔·哈撒韦公司的说法，环球人寿公司（纽约证券交易所股票代码：GL）是最有价值的股票之一。</blockquote></p><p> Globe Life Inc. (NYSE:GL) announced Q3 earnings on October 20, posting an EPS of $1.78, missing estimates by $0.11. The quarterly revenue jumped 6.93% to $1.28 billion, outperforming estimates by $15.97 million.</p><p><blockquote>Globe Life Inc.（纽约证券交易所股票代码：GL）于10月20日公布了第三季度收益，每股收益为1.78美元，比预期低0.11美元。季度营收增长6.93%至12.8亿美元，超出预期1597万美元。</blockquote></p><p> Insider Monkey tracks the movement of 867 elite hedge funds as of the third quarter, and a total of 27 funds of them reported owning stakes in Globe Life Inc. (NYSE:GL), worth $775.77 million. This is compared to 28 funds being bullish on Globe Life Inc. (NYSE:GL) in the prior quarter, with a total stake value of approximately $795 million.</p><p><blockquote>截至第三季度，Insider Monkey追踪了867只精英对冲基金的动向，其中共有27只基金报告持有Globe Life Inc.（纽约证券交易所股票代码：GL）的股份，价值7.7577亿美元。相比之下，上一季度有28只基金看好Globe Life Inc.（纽约证券交易所股票代码：GL），持股总价值约为7.95亿美元。</blockquote></p><p> In addition to Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN), elite hedge funds are piling into Globe Life Inc. (NYSE:GL).</p><p><blockquote>除了苹果公司（纳斯达克股票代码：AAPL）、美国运通公司（纽约证券交易所股票代码：AXP）、可口可乐公司（纽约证券交易所股票代码：KO）和亚马逊公司（纳斯达克股票代码：AMZN）之外，精英对冲基金也纷纷涌入Globe Life Inc.（纽约证券交易所股票代码：GL）。</blockquote></p><p> <b>7. General Motors Company (NYSE:GM)</b></p><p><blockquote><b>7.通用汽车公司（纽约证券交易所代码：GM）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $3,162,600,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：3,162,600,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 1.07%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：1.07%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 77</i></b></p><p><blockquote><b><i>对冲基金持有人数量：77</i></b></blockquote></p><p> <b><i>P/E Ratio: 8.45</i></b></p><p><blockquote><b><i>市盈率：8.45</i></b></blockquote></p><p></p><p> General Motors Company (NYSE:GM) stock represents 1.07% of Berkshire Hathaway’s Q3 portfolio, with the hedge fund holding a $3.16 billion position in the company. General Motors Company (NYSE:GM) is an American multinational automaker, with four core automobile brands including Chevrolet, Buick, GMC, and Cadillac. General Motors Company (NYSE:GM), a notable value stock from Buffett’s Q3 portfolio, is also actively working on electric vehicles, gearing up to compete with the EV market leader, Tesla, Inc. (NASDAQ:TSLA).</p><p><blockquote>通用汽车公司（纽约证券交易所股票代码：GM）股票占伯克希尔哈撒韦公司第三季度投资组合的1.07%，该对冲基金持有该公司31.6亿美元的头寸。通用汽车公司（NYSE：GM）是一家美国跨国汽车制造商，旗下拥有雪佛兰、别克、GMC、凯迪拉克等四大核心汽车品牌。通用汽车公司（纽约证券交易所股票代码：GM）是巴菲特第三季度投资组合中的一只著名价值股，也在积极开发电动汽车，准备与电动汽车市场领导者特斯拉公司（纳斯达克股票代码：TSLA）竞争。</blockquote></p><p> General Motors Company (NYSE:GM), on October 27, announced its third quarter results, posting earnings per share of $1.52, beating estimates by $0.55. The revenue fell by 24.52% year-over-year, amounting to $26.78 billion, missing estimates by $1.10 billion.</p><p><blockquote>通用汽车公司（纽约证券交易所股票代码：GM）10月27日公布了第三季度业绩，每股收益为1.52美元，超出预期0.55美元。营收同比下降24.52%，为267.8亿美元，比预期低11亿美元。</blockquote></p><p> On November 15, Wedbush analyst Daniel Ives kept an Outperform rating and a price target of $85 on General Motors Company (NYSE:GM)’s shares. The analyst stated that the vertical integration capabilities of General Motors Company (NYSE:GM) and conversion of its massive customer base to electric vehicles over the coming years represents a transformational opportunity for the company looking ahead.</p><p><blockquote>11月15日，Wedbush分析师Daniel Ives维持通用汽车公司（NYSE：GM）股票跑赢大盘的评级和85美元的目标价。该分析师表示，通用汽车公司（纽约证券交易所股票代码：GM）的垂直整合能力以及未来几年其庞大客户群向电动汽车的转变为该公司未来的转型机遇。</blockquote></p><p> Harris Associates&nbsp;is one of the leading General Motors Company (NYSE:GM) stakeholders from Q3, holding a $1.82 billion stake in the company, out of a total of 77 funds that were bullish on the stock in the third quarter.</p><p><blockquote>Harris Associates是通用汽车公司（纽约证券交易所股票代码：GM）第三季度的主要股东之一，在第三季度看好该股的总共77只基金中，持有该公司18.2亿美元的股份。</blockquote></p><p> Here&nbsp;is what&nbsp;Miller Value Partners&nbsp;has to say about General Motors Company (NYSE:GM) in its Q3 2021 investor letter:</p><p><blockquote>以下是Miller Value Partners在其2021年第三季度投资者信中对通用汽车公司（纽约证券交易所股票代码：GM）的评价：</blockquote></p><p>   “Another name we’ve recently purchased and have grown incredibly excited about: General Motors (GM). GM is interesting on many levels. We see it as an attractive investment opportunity and it might be a microcosm of current markets, both past and prospective.    Tesla trounced GM over the last decade. Tesla rose 15,797% crushing GM’s 238% increase, which lagged the S&amp;P 500’s 365%. Tesla came out of nowhere creating what many said was the best car ever made. A decade ago, no one saw that coming, including GM. GM’s historical strength led to arrogance. It completely dismissed the threat of any newcomer.    Where are we now? Expectations are entirely different. Tesla’s current price embeds 18 years of growth while GM embeds under one year (see a pattern in what we like?!). Tesla’s expectations look even loftier when you consider that in that 18th year, Tesla would be projected to earn $1.35 trillion revenues at very high, Ferrari-type margins. The largest automakers today generate roughly $250 billion revenues at less than half those margins.    Tesla’s priced to go where no man (or woman!) has gone before. It’s impossible for Tesla to meet these expectations with auto manufacturing alone. It requires something more. Bulls believe Tesla can dominate an autonomous driving future and make significant money on software subscriptions. We don’t have a view on this other than that Tesla needs to do so to be attractive at the current price.    Market expectations for GM, on the other hand, are muted. There appears to be no innovation or growth priced into the stock. Yet GM plans to launch 30 EV (electric vehicles) models globally by 2025 (Tesla has launched a total of 4). GM’s new electric vehicles, like the Hummer and Cadillac Lyric, are extremely impressive. It’s revamping its manufacturing production to be modular, allowing greater speed and adaptability. The entire culture has transformed from a stodgy, bureaucratic old manufacturer to a speedier, more innovative software-enabled automaker. GM currently employs 25,000 software engineers.    GM believes it can double revenues by 2030, and improve margins through software and services. GM currently earns $2 billion of high margin software and services revenue, which is more than Tesla. Cruise, GM’s majority owned autonomous company, recently detailed why it sees the potential for $50B in revenues within 6-8 years of its 2023 launch of the Origin vehicle. BrightDrop, its autonomous commercial vehicle unit, looks promising as well with the potential for $10 billion in revenues. We don’t think this optionality is reflected in the current price. Investors started to see the potential after GM’s recent analyst day. We can easily get values for GM more than double its current price of $58.    The contrast between GM and Tesla illustrates what we see more broadly in the market, which is why we see more opportunity in classic value names than in the secular growth names. After a decade of dominance, expectations for innovative and disruptive companies are quite high. Many classic value companies were caught flat-footed, but have invested heavily to catch up. Muted expectations don’t reflect their improved prospects.”  <b>6. The Bank of New York Mellon Corporation (NYSE:BK)</b></p><p><blockquote>“我们最近购买了另一个名字，并对此感到非常兴奋：通用汽车（GM）。通用汽车在许多层面上都很有趣。我们认为它是一个有吸引力的投资机会，它可能是当前市场的一个缩影，包括过去和未来。特斯拉在过去十年中击败了通用汽车。特斯拉上涨了15,797%，超过了通用汽车238%的涨幅，落后于标普500的365%。特斯拉不知从哪里冒出来，创造了许多人说是有史以来最好的汽车。十年前，没有人预见到这一点，包括通用汽车。通用汽车的历史实力导致了傲慢。它完全排除了任何新来者的威胁。我们现在在哪里？期望完全不同。特斯拉目前的价格嵌入了18年的增长，而通用汽车嵌入了不到一年的增长（看到我们喜欢的模式了吗？！）。当你考虑到在第18个年头，特斯拉预计将以非常高的法拉利式利润率赚取1.35万亿美元的收入时，特斯拉的期望看起来就更高了。如今，最大的汽车制造商创造了约2500亿美元的收入，而利润率还不到一半。特斯拉被定价去没有男人（或女人！）以前去过。特斯拉不可能仅靠汽车制造来满足这些期望。它需要更多的东西。看多者认为，特斯拉可以主导自动驾驶的未来，并通过软件订阅赚大钱。除了特斯拉需要这样做才能在当前价格下具有吸引力之外，我们对此没有任何看法。另一方面，市场对通用汽车的预期却很低。该股的定价似乎没有创新或增长。然而，通用汽车计划到2025年在全球推出30款EV（电动汽车）车型（特斯拉总共推出了4款）。通用汽车的新型电动汽车，如悍马和凯迪拉克Lyric，令人印象深刻。它正在将其制造生产改造为模块化，从而实现更快的速度和适应性。整个文化已经从一个乏味、官僚的老制造商转变为一个更快、更具创新性的软件驱动的汽车制造商。通用汽车目前雇佣了25,000名软件工程师。通用汽车相信，到2030年，它可以将收入翻一番，并通过软件和服务提高利润率。通用汽车目前的高利润软件和服务收入为20亿美元，超过了特斯拉。通用汽车控股的自动驾驶公司Cruise最近详细介绍了为什么它认为Origin汽车在2023年推出后的6-8年内有可能实现500亿美元的收入。其自动驾驶商用车部门BrightDrop看起来也很有前途，收入潜力达到100亿美元。我们认为这种可选性并没有反映在当前的价格中。在通用汽车最近的分析师日之后，投资者开始看到潜力。我们可以轻松获得通用汽车目前58美元价格的两倍多的价值。通用汽车和特斯拉之间的对比说明了我们在市场上更广泛地看到的情况，这就是为什么我们在经典价值品牌中看到比长期增长品牌更多的机会。在经历了十年的主导地位之后，人们对创新和颠覆性公司的期望相当高。许多经典价值公司措手不及，但已投入巨资迎头赶上。低迷的预期并不反映他们前景的改善。”<b>6.纽约梅隆银行（纽约证券交易所代码：BK）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $3,751,012,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：3,751,012,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 1.27%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：1.27%</i></b></blockquote></p><p></p><p> <b><i>Number of Hedge Fund Holders: 46</i></b></p><p><blockquote><b><i>对冲基金持有人数量：46</i></b></blockquote></p><p> <b><i>P/E Ratio: 14.48</i></b></p><p><blockquote><b><i>市盈率：14.48</i></b></blockquote></p><p> Warren Buffett owned 72.35 million shares in The Bank of New York Mellon Corporation (NYSE:BK), worth $3.75 billion by the end of the third quarter, accounting for 1.27% of the total investment portfolio at Berkshire Hathaway. The Bank of New York Mellon Corporation (NYSE:BK) is a financial services holding company, offering a range of services including corporate banking, investment banking, global wealth management, financial analysis, and private equity.</p><p><blockquote>沃伦·巴菲特持有纽约梅隆银行公司（NYSE：BK）7235万股股票，截至第三季度末价值37.5亿美元，占伯克希尔·哈撒韦公司总投资组合的1.27%。纽约梅隆银行公司（纽约证券交易所股票代码：BK）是一家金融服务控股公司，提供一系列服务，包括企业银行、投资银行、全球财富管理、财务分析和私募股权。</blockquote></p><p> The Bank of New York Mellon Corporation (NYSE:BK) announced on October 19 its Q3 earnings. EPS in the period totaled $1.04, exceeding estimates by $0.04. The $4.04 billion revenue jumped 4.89% year-over-year, outperforming estimates by $88.43 million.</p><p><blockquote>纽约梅隆银行公司（纽约证券交易所股票代码：BK）于10月19日公布了第三季度财报。期内每股收益总计1.04美元，超出预期0.04美元。40.4亿美元的收入同比增长4.89%，超出预期8843万美元。</blockquote></p><p> Morgan Stanley analyst Betsy Graseck on December 6 downgraded The Bank of New York Mellon Corporation (NYSE:BK) to Underweight from Equal Weight with a $59 price target, citing the stock’s valuation, low loan exposure, and negative operating leverage as reasons for the downgrade.</p><p><blockquote>摩根士丹利分析师Betsy Graseck 12月6日将纽约梅隆银行(NYSE：BK)的评级从同等权重下调至跑输大盘，目标价为59美元，理由是该股估值、低贷款敞口和负运营杠杆是下调的原因。</blockquote></p><p> First Eagle Investment Management&nbsp;is one of the largest stakeholders of The Bank of New York Mellon Corporation (NYSE:BK) in Q3, with 16.1 million shares worth over $837 million. Overall, 46 hedge funds monitored by Insider Monkey were bullish on The Bank of New York Mellon Corporation (NYSE:BK) in the third quarter, down from 52 funds in the preceding quarter.</p><p><blockquote>First Eagle Investment Management是纽约梅隆银行公司（NYSE：BK）第三季度最大的股东之一，持有1610万股股票，价值超过8.37亿美元。总体而言，Insider Monkey监测的46只对冲基金在第三季度看好纽约梅隆银行公司（NYSE：BK），低于上一季度的52只基金。</blockquote></p><p> The Bank of New York Mellon Corporation (NYSE:BK) is a notable stock from Warren Buffett’s Q3 portfolio, just like Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN).</p><p><blockquote>纽约梅隆银行（纽约证券交易所代码：BK）是沃伦·巴菲特第三季度投资组合中的一只著名股票，就像苹果公司（纳斯达克股票代码：AAPL）、美国运通公司（纽约证券交易所代码：AXP）、可口可乐公司（纽约证券交易所代码：KO）和亚马逊公司（纳斯达克股票代码：AMZN）一样。</blockquote></p><p> <b>5. DaVita Inc. (NYSE:DVA)</b></p><p><blockquote><b>5.DaVita Inc.（纽约证券交易所代码：DVA）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $4,196,471,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：4,196,471,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 1.43%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：1.43%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 39</i></b></p><p><blockquote><b><i>对冲基金持有人数量：39</i></b></blockquote></p><p> <b><i>P/E Ratio: 12.37</i></b></p><p><blockquote><b><i>市盈率：12.37</i></b></blockquote></p><p> DaVita Inc. (NYSE:DVA) made it to our list of the best value stocks in Warren Buffett’s portfolio, with the company announcing solid Q3 earnings on October 28, posting an EPS of $2.36, beating estimates by $0.10. Revenue over the period also outperformed estimates by $23.55 million.</p><p><blockquote>DaVita Inc.（纽约证券交易所股票代码：DVA）跻身沃伦·巴菲特投资组合中最具价值股票名单，该公司于10月28日公布了稳健的第三季度收益，每股收益为2.36美元，超出预期0.10美元。该期间的收入也超出预期2355万美元。</blockquote></p><p> Deutsche Bank analyst Pito Chickering on November 17 lowered the price target on DaVita Inc. (NYSE:DVA) to $150 from $164 and kept a Buy rating on the shares after the capital markets day, stating that the company offers a longer term investment horizon than many investors can be comfortable with.</p><p><blockquote>德意志银行分析师Pito Chickering于11月17日将DaVita Inc.（纽约证券交易所股票代码：DVA）的目标股价从164美元下调至150美元，并在资本市场日之后维持对该股的买入评级，称该公司提供了更长期的投资前景比许多投资者都感到满意。</blockquote></p><p> DaVita Inc. (NYSE:DVA) is a healthcare company primarily focusing on kidney diseases and dialysis support, operating in nine countries in addition to the United States. Warren Buffett holds a $4.19 billion position in DaVita Inc. (NYSE:DVA) as of September this year, with DaVita Inc. (NYSE:DVA) stock accounting for 1.43% of the billionaire’s total investments.</p><p><blockquote>DaVita Inc.（纽约证券交易所股票代码：DVA）是一家主要专注于肾脏疾病和透析支持的医疗保健公司，除美国外，还在九个国家开展业务。截至今年9月，沃伦·巴菲特持有DaVita Inc.（纽约证券交易所代码：DVA）41.9亿美元的头寸，DaVita Inc.（纽约证券交易所代码：DVA）股票占这位亿万富翁总投资的1.43%。</blockquote></p><p> At the end of the third quarter, 39 hedge funds tracked by Insider Monkey reported owning stakes worth $4.81 billion in DaVita Inc. (NYSE:DVA). This is compared to the same number of funds holding the DaVita Inc. (NYSE:DVA) stock in the preceding quarter, with a total stake value of approximately $5.13 billion.</p><p><blockquote>截至第三季度末，Insider Monkey追踪的39家对冲基金报告称持有DaVita Inc.（纽约证券交易所股票代码：DVA）价值48.1亿美元的股份。相比之下，上一季度持有DaVita Inc.（纽约证券交易所股票代码：DVA）股票的基金数量相同，总持股价值约为51.3亿美元。</blockquote></p><p> Gates Capital Managementincreased its stake in DaVita Inc. (NYSE:DVA) by 5% in the third quarter, and is one of the leading stakeholders of the company, with a $174.1 million position.</p><p><blockquote>盖茨资本管理公司在第三季度增持了DaVita Inc.（纽约证券交易所股票代码：DVA）5%的股份，是该公司的主要股东之一，持仓量为1.741亿美元。</blockquote></p><p> <b>4. U.S. Bancorp (NYSE:USB)</b></p><p><blockquote><b>4.美国合众银行（纽约证券交易所代码：USB）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $7,514,279,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：7,514,279,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 2.52%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：2.52%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 42</i></b></p><p><blockquote><b><i>对冲基金持有人数量：42</i></b></blockquote></p><p> <b><i>P/E Ratio: 11.60</i></b></p><p><blockquote><b><i>市盈率：11.60</i></b></blockquote></p><p> U.S. Bancorp (NYSE:USB) is a Minnesota-based bank holding company that operates via its wholly owned subsidiary, U.S. Bank National Association, and offers banking, investment, mortgage, trust, and payment services to customers. As one of the best value stocks in Warren Buffett’s Q3 portfolio, U.S. Bancorp (NYSE:USB) represents 2.52% of the billionaire’s total investments. Berkshire Hathaway owns over 126 million U.S. Bancorp (NYSE:USB) shares, worth $7.51 billion.</p><p><blockquote>美国合众银行（纽约证券交易所股票代码：USB）是一家总部位于明尼苏达州的银行控股公司，通过其全资子公司美国银行全国协会运营，为客户提供银行、投资、抵押贷款、信托和支付服务。作为沃伦·巴菲特第三季度投资组合中最具价值的股票之一，美国合众银行（纽约证券交易所股票代码：USB）占这位亿万富翁总投资的2.52%。伯克希尔哈撒韦公司拥有超过1.26亿股美国合众银行（纽约证券交易所股票代码：USB）股票，价值75.1亿美元。</blockquote></p><p> On December 9, UBS analyst Erika Najarian initiated coverage of U.S. Bancorp (NYSE:USB) with a Buy rating and a $70 price target, after the 300 basis points of ROTCE outperformance by the company.</p><p><blockquote>12月9日，瑞银(UBS)分析师Erika Najarian首次对U.S.Bancorp(NYSE：USB)给予买入评级和70美元的目标价，此前该公司的ROTCE表现优于300个基点。</blockquote></p><p> U.S. Bancorp (NYSE:USB), on October 14, reported its Q3 results, posting an EPS of $1.30, beating estimates by $0.14. The $5.86 billion revenue also exceeded estimates by $105.32 million.</p><p><blockquote>美国合众银行(NYSE：USB)于10月14日公布了第三季度业绩，每股收益为1.30美元，超出预期0.14美元。58.6亿美元的收入也超出预期1.0532亿美元。</blockquote></p><p> In Q3 2021, 42 hedge funds in the database of Insider Monkey were long U.S. Bancorp (NYSE:USB), up from 41 funds in the preceding quarter.Yacktman Asset Managementis one of the leading stakeholders of U.S. Bancorp (NYSE:USB), holding a $279.3 million stake in the bank holding company.</p><p><blockquote>2021年第三季度，Insider Monkey数据库中有42家对冲基金做多U.S.Bancorp(NYSE：USB)，高于上一季度的41家基金。Yacktman Asset Management是U.S.Bancorp(NYSE：USB)的主要利益相关者之一），持有该银行控股公司价值2.793亿美元的股份。</blockquote></p><p> Hereis what Mairs &amp; Power has to say about U.S. Bancorp (NYSE:USB) in their Q4 2020 investor letter:</p><p><blockquote>以下是Mairs&amp;Power在2020年第四季度投资者信中对U.S.Bancorp(NYSE：USB)的评价：</blockquote></p><p></p><p>   “On the negative side, one of the Fund’s biggest detractor in 2020 was U.S. Bancorp (USB). Like all banks, U.S. Bank was hurt by the difficult interest rate environment and credit cycle concerns. We believe banks are strong enough to survive the current sector doldrums, and they remain some of the market’s most attractive opportunities.”  <b>3. Verizon Communications Inc. (NYSE:VZ)</b></p><p><blockquote>“从负面来看，该基金在2020年最大的诋毁者之一是美国合众银行(USB)。与所有银行一样，合众银行也受到了困难的利率环境和信贷周期担忧的伤害。我们相信银行足够强大，能够度过当前的行业低迷，它们仍然是市场上最有吸引力的机会之一。”<b>3.威瑞森通信公司（纽约证券交易所代码：VZ）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $8,578,115,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：8,578,115,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 2.92%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：2.92%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 57</i></b></p><p><blockquote><b><i>对冲基金持有人数量：57</i></b></blockquote></p><p> <b><i>P/E Ratio: 9.43</i></b></p><p><blockquote><b><i>市盈率：9.43</i></b></blockquote></p><p> With a price to earnings ratio of 9.43, Verizon Communications Inc. (NYSE:VZ) is one of Warren Buffett’s top value stock picks from the third quarter, with the billionaire holding an $8.57 billion position in the company. Verizon Communications Inc. (NYSE:VZ), an American multinational telecommunications conglomerate, announced a quarterly dividend of $0.64 per share on December 2, payable on February 1 to shareholders of record on January 10. Verizon Communications Inc. (NYSE:VZ) offers a forward dividend yield of 5.10%.</p><p><blockquote>Verizon Communications Inc.（纽约证券交易所股票代码：VZ）的市盈率为9.43，是沃伦·巴菲特第三季度最有价值的股票之一，这位亿万富翁持有该公司85.7亿美元的头寸。美国跨国电信集团Verizon Communications Inc.（纽约证券交易所股票代码：VZ）于12月2日宣布派发每股0.64美元的季度股息，将于2月1日支付给1月10日登记在册的股东。Verizon Communications Inc.（纽约证券交易所股票代码：VZ）的远期股息率为5.10%。</blockquote></p><p> On October 20, Verizon Communications Inc. (NYSE:VZ) announced Q3 results, posting an EPS of $1.41, beating estimates by $0.05. The quarterly revenue amounted to $32.92 billion, missing estimates by $301.93 million. Following the Q3 performance, Cowen analyst Colby Synesael raised the price target on Verizon Communications Inc. (NYSE:VZ) to $71 from $68 and kept an Outperform rating on the shares.</p><p><blockquote>10月20日，Verizon Communications Inc.（纽约证券交易所股票代码：VZ）公布了第三季度业绩，每股收益为1.41美元，超出预期0.05美元。季度营收为329.2亿美元，比预期低3.0193亿美元。继第三季度业绩公布后，Cowen分析师Colby Synesael将Verizon Communications Inc.（纽约证券交易所股票代码：VZ）的目标股价从68美元上调至71美元，并维持该股跑赢大盘的评级。</blockquote></p><p> Verizon Communications Inc. (NYSE:VZ) was awarded two contracts worth $34.6 million by the U.S. Department of Energy. The task orders were awarded through the federal government’s Enterprise Infrastructure Solutions contract vehicle on December 1.</p><p><blockquote>Verizon Communications Inc.（纽约证券交易所股票代码：VZ）获得美国授予的两份价值3460万美元的合同。能源部。这些任务订单于12月1日通过联邦政府的企业基础设施解决方案合同工具授予。</blockquote></p><p> By the end of the third quarter, 57 hedge funds were bullish on Verizon Communications Inc. (NYSE:VZ), down from 63 funds in the preceding quarter. Jaime Sterne’s&nbsp;Skye Global Management&nbsp;is one of the leading Verizon Communications Inc. (NYSE:VZ) stakeholders from Q3, holding a $282.3 million position in the company.</p><p><blockquote>截至第三季度末，有57家对冲基金看好Verizon Communications Inc.（纽约证券交易所股票代码：VZ），低于上一季度的63家。Jaime Sterne的Skye Global Management是Verizon Communications Inc.（纽约证券交易所股票代码：VZ）第三季度的主要股东之一，持有该公司2.823亿美元的股份。</blockquote></p><p> Hereis what&nbsp;Miller/Howard Investments&nbsp;has to say about Verizon Communications Inc. (NYSE:VZ) in its Q1 2021 investor letter:</p><p><blockquote>以下是Miller/Howard Investments在其2021年第一季度投资者信中对Verizon Communications Inc.（纽约证券交易所股票代码：VZ）的评价：</blockquote></p><p>   “We sold Verizon (VZ) based on concerns over how much they might spend in ongoing spectrum auctions. Management may legitimately view spending billions of dollars to expand their spectrum holdings as necessary, but we believe the payoff will be slow and will make it challenging to grow the dividend at a good pace.”  <b>2. American Express Company (NYSE:AXP)</b></p><p><blockquote>“我们出售Verizon(VZ)是出于对他们在正在进行的频谱拍卖中可能花费多少钱的担忧。管理层可能合理地认为花费数十亿美元来扩大频谱持有量是必要的，但我们认为回报将是缓慢的，并且将使其具有挑战性以良好的速度增长股息。”<b>2.美国运通公司（纽约证券交易所代码：AXP）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $25,399,340,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：25,399,340,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 8.65%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：8.65%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 57</i></b></p><p><blockquote><b><i>对冲基金持有人数量：57</i></b></blockquote></p><p> <b><i>P/E Ratio: 17.45</i></b></p><p><blockquote><b><i>市盈率：17.45</i></b></blockquote></p><p> American Express Company (NYSE:AXP), a multinational payment card services company, posted on October 22 its Q3 results. EPS for the period came in at $2.27, exceeding estimates by $0.52. The revenue amounted to $10.93 billion, up 24.88% year-over-year, outperforming estimates by $382.39 million.</p><p><blockquote>跨国支付卡服务公司美国运通公司（纽约证券交易所股票代码：AXP）于10月22日公布了第三季度业绩。该期间每股收益为2.27美元，超出预期0.52美元。营收109.3亿美元，同比增长24.88%，超出预期3.8239亿美元。</blockquote></p><p> 8.65% of Berkshire Hathaway’s Q3 investments are represented by American Express Company (NYSE:AXP) stock, with Warren Buffett holding 151.6 million shares of the company, worth $25.39 billion at the end of September this year. American Express Company (NYSE:AXP) is one of the best value stocks in Warren Buffett’s portfolio.</p><p><blockquote>伯克希尔哈撒韦公司第三季度投资的8.65%是美国运通公司（NYSE：AXP）股票，沃伦·巴菲特持有该公司1.516亿股股票，截至今年9月底价值253.9亿美元。美国运通公司（纽约证券交易所股票代码：AXP）是沃伦·巴菲特投资组合中最有价值的股票之一。</blockquote></p><p> The smart money took a greater interest in American Express Company (NYSE:AXP) in the third quarter, with 57 hedge funds being bullish on the stock at September end, up from 52 funds holding stakes in American Express Company (NYSE:AXP) in the preceding quarter.Fisher Asset Management&nbsp;is a notable stakeholder of American Express Company (NYSE:AXP) in Q3, with 15.6 million shares valued at $2.61 billion.</p><p><blockquote>聪明的资金在第三季度对美国运通公司（纽约证券交易所股票代码：AXP）产生了更大的兴趣，截至9月底，有57家对冲基金看好该股，高于持有美国运通公司（纽约证券交易所股票代码：AXP）股份的52家基金在上一季度。费舍尔资产管理公司是美国运通公司（纽约证券交易所股票代码：AXP）第三季度的著名股东，持有1560万股，价值26.1亿美元。</blockquote></p><p> After the Q3 earnings beat, BMO Capital analyst James Fotheringham on October 25 raised the price target on American Express Company (NYSE:AXP) to $151 from $147 but kept a Market Perform rating on the shares. In addition to the strong Q3 earnings, the analyst revised his model for American Express Company (NYSE:AXP) to forecast higher net interest income, lower loan loss provisions, and lower share counts.</p><p><blockquote>在第三季度盈利超出预期后，BMO Capital分析师James Fotheringham于10月25日将美国运通公司(NYSE：AXP)的目标股价从147美元上调至151美元，但维持该股的市场表现评级。除了强劲的第三季度收益外，分析师还修改了美国运通公司（纽约证券交易所股票代码：AXP）的模型，预测净利息收入增加、贷款损失准备金减少和股票数量减少。</blockquote></p><p> Hereis what&nbsp;ClearBridge Investments&nbsp;has to say about American Express Company (NYSE:AXP) in its Q2 2021 investor letter:</p><p><blockquote>以下是ClearBridge Investments在其2021年第二季度投资者信中对美国运通公司（纽约证券交易所股票代码：AXP）的评价：</blockquote></p><p></p><p>   “In financials, American Express has done an excellent job demonstrating the resiliency of its franchise in the midst of a global pandemic that drove a 60% decline in its core travel and entertainment business. The company’s spend-centric model has been helped by fiscal stimulus ensuring a flush consumer, while management continues to execute well by adding millions of new consumer and small and medium business accounts, which should benefit the franchise over the medium to long term. We remain optimistic regarding the company’s prospects as travel and entertainment activity rebounds, adding to our position in the quarter.”  <b>1. Bank of America Corporation (NYSE:BAC)</b></p><p><blockquote>“在财务方面，美国运通出色地展示了其特许经营权在全球大流行导致其核心旅游和娱乐业务下降60%的情况下的弹性。该公司以支出为中心的模式得到了财政刺激的帮助确保了消费者的富裕，而管理层继续通过增加数百万新的消费者和中小企业账户来执行良好，这应该会使特许经营权在中长期内受益。随着旅游和娱乐活动的反弹，我们对公司的前景保持乐观，这增加了我们在本季度的地位。”<b>1.美国银行公司（纽约证券交易所代码：BAC）</b></blockquote></p><p> <b><i>Berkshire Hathaway’s Stake Value: $42,878,771,000</i></b></p><p><blockquote><b><i>伯克希尔哈撒韦公司的股权价值：42,878,771,000美元</i></b></blockquote></p><p> <b><i>Percentage of Berkshire Hathaway’s 13F Portfolio: 14.61%</i></b></p><p><blockquote><b><i>占伯克希尔哈撒韦公司13F投资组合的百分比：14.61%</i></b></blockquote></p><p> <b><i>Number of Hedge Fund Holders: 72</i></b></p><p><blockquote><b><i>对冲基金持有人数量：72</i></b></blockquote></p><p> <b><i>P/E Ratio: 13.32</i></b></p><p><blockquote><b><i>市盈率：13.32</i></b></blockquote></p><p> Ranking first on our list of the best value stocks in Warren Buffett’s portfolio is Bank of America Corporation (NYSE:BAC), with the billionaire holding more than 1 billion shares worth $42.8 billion by the end of September. Bank of America Corporation (NYSE:BAC) stock represents 14.61% of Warren Buffett’s total Q3 securities.</p><p><blockquote>在我们的沃伦·巴菲特投资组合中最具价值股票名单中排名第一的是美国银行公司（纽约证券交易所股票代码：BAC），截至9月底，这位亿万富翁持有超过10亿股股票，价值428亿美元。美国银行公司（纽约证券交易所股票代码：BAC）股票占沃伦·巴菲特第三季度证券总额的14.61%。</blockquote></p><p> UBS analyst Erika Najarian assumed coverage of Bank of America Corporation (NYSE:BAC) with a Buy rating and a $64 price target on December 9. The analyst named Bank of America Corporation (NYSE:BAC) her top pick among the U.S. large cap banks.</p><p><blockquote>瑞银(UBS)分析师Erika Najarian于12月9日对美国银行公司(NYSE：BAC)给予买入评级和64美元的目标价。这位分析师将美国银行公司（纽约证券交易所股票代码：BAC）列为她在美国大型银行中的首选。</blockquote></p><p> Bank of America Corporation (NYSE:BAC), on October 14, announced earnings for the third quarter, posting an EPS of $0.85, beating estimates by $0.15. The revenue was up 11.33% year-over-year, amounting to $22.77 billion, exceeding estimates by $1.16 billion.</p><p><blockquote>美国银行公司（纽约证券交易所股票代码：BAC）10月14日公布第三季度收益，每股收益为0.85美元，超出预期0.15美元。营收同比增长11.33%，达到227.7亿美元，超出预期11.6亿美元。</blockquote></p><p> In the third quarter, 72 hedge funds were bullish on Bank of America Corporation (NYSE:BAC), holding total stakes valued at $46.48 billion. One of the leading Bank of America Corporation (NYSE:BAC) stakeholders from Q3 isHarris Associates, with a $2.52 billion position in the company.</p><p><blockquote>第三季度，72家对冲基金看好美国银行公司（NYSE：BAC），持有总价值464.8亿美元的股份。iHarris Associates是美国银行公司（纽约证券交易所股票代码：BAC）第三季度的主要利益相关者之一，在该公司持有25.2亿美元的股份。</blockquote></p><p> Here&nbsp;is what Oakmark Funds has to say about Bank of America Corporation (NYSE:BAC) in its Q3 2021 investor letter:</p><p><blockquote>以下是Oakmark Funds在其2021年第三季度投资者信中对美国银行公司（纽约证券交易所股票代码：BAC）的评价：</blockquote></p><p>   “Earlier this year, one of our holdings, Bank of America, announced that it was raising its minimum hourly wage from $15 to $20 and would increase it to $25 by 2025. The company received great press for placing the well-being of its employees above profits. But was it really either/or? Bank of America’s chief human resources officer spoke to the bigger picture: “A core tenet of responsible growth is our commitment to being a great place to work…that includes providing strong pay and competitive benefits to help them and their families, so that we continue to attract and retain the best talent.” Bank of America understood that engaged, high-caliber employees are more productive, less prone to turnover and, therefore, less expensive in the long run. Increasing the pay for employees wasn’t elevating employees above shareholders; it was the right thing to do for employees  <i>and</i>for shareholders.    If an increase to $20 was good, why stop there? Why not $50 per hour? Because the benefits the business receives at $50 don’t justify the expense. The bank would no longer be able to price its products competitively and would lose business. The employees would “win” in the short term, but eventually the lost business would lead to job cuts, meaning both employees and shareholders would lose. The negative effects of stakeholder overreach are no different than when CEOs overreach to inflate short-term profits. Both hurt shareholders  <i>and</i>stakeholders.” </p><p><blockquote>“今年早些时候，我们控股的美国银行宣布将最低时薪从15美元提高到20美元，并将在2025年提高到25美元。该公司因将员工的福利置于利润之上而受到广泛关注。但这真的是非此即彼吗？美国银行首席人力资源官谈到了大局：“负责任增长的核心原则是我们致力于成为一个伟大的工作场所……这包括提供丰厚的薪酬和有竞争力的福利来帮助他们及其家人，以便我们继续吸引并留住最优秀的人才。”美国银行明白，敬业、高素质的员工生产力更高，不容易离职，因此从长远来看成本更低。增加员工薪酬并没有将员工提升到股东之上；这对员工来说是正确的做法<i>和</i>对于股东来说。如果涨到20美元是好事，为什么要止步于此呢？为什么不是每小时50美元？因为企业以50美元获得的收益并不值得花费。该银行将不再能够为其产品定价具有竞争力，并将失去业务。员工将在短期内“获胜”，但最终失去的业务将导致裁员，这意味着员工和股东都将遭受损失。利益相关者越权的负面影响与首席执行官越权夸大短期利润没有什么不同。两者都伤害了股东<i>和</i>利益相关者。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.insidermonkey.com/blog/5-best-value-stocks-in-warren-buffetts-portfolio-1013929/5/\">Insider Monkey</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":{"GL":"Globe Life Inc.","BK":"纽约梅隆银行","WFC":"富国银行","AXP":"美国运通","GM":"通用汽车","VZ":"Verizon Comms","BAC":"美国银行","DVA":"达维塔保健","USB":"美国合众银行","TEVA":"梯瓦制药"},"source_url":"https://www.insidermonkey.com/blog/5-best-value-stocks-in-warren-buffetts-portfolio-1013929/5/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129001294","content_text":"In this article, we discuss the 10 best value stocks in Warren Buffett’s portfolio.\nBillionaire Warren Buffett is an American business tycoon, legendary value investor, and philanthropist, who is known for his conglomerate holding company, Berkshire Hathaway Inc. (NYSE:BRK-A), which he manages alongside Charlie Munger, who is the vice chairman of the company and the closest associate of Buffett.\nBuffett manages his investments via his hedge fund,Berkshire Hathaway, which managed about $293.4 billion in 13F securities in the third quarter, gaining approximately $57 billion as compared to the prior-year quarter. Buffett’s portfolio is largely concentrated in the information technology, finance, and consumer staples sectors. The billionaire is known for following the Benjamin Graham school of thought, focusing primarily on value stocks.\nThe legendary investor recommends low-cost index funds for a majority of investors, as some active managers charge heavy management and performance fees, and he doesn’t believe they can beat the market on a consistent basis. In his opinion, amatuer and passive investors are better off betting on an S&P 500 index fund for the long-term, since it would generate returns over the course of a decade that are higher than the returns from a basket of diversified hedge funds after the hedge fund managers are paid their share of the management fees.\nSince Buffett is a long-term investor, he advises people who are starting out their investment journey to buy the stock dips, since the market is eventually going to rise again.\n\nThe most notable stocks in Warren Buffett’s Q3 portfolio include Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN), in addition to others mentioned in detail below.\nOur Methodology\nWe used the Q3 portfolio of Warren Buffett’s Berkshire Hathaway to select his top 10 value stocks. We chose stocks that had the lowest price to earnings ratio in the billionaire’s portfolio, and ranked the securities according to Buffett’s stake value in each holding.\nBest Value Stocks in Warren Buffett’s Portfolio\n10. Wells Fargo & Company (NYSE:WFC)\nBerkshire Hathaway’s Stake Value: $31,329,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 0.01%\nNumber of Hedge Fund Holders: 88\nP/E Ratio: 11.98\nWells Fargo & Company (NYSE:WFC) posted its Q3 earnings on October 14. EPS in the quarter totaled $1.22, exceeding estimates by $0.28. Revenue over the period equaled $18.83 billion, outperforming analysts’ consensus estimates by $542.17 million.\nWarren Buffett holds 675,054 shares in Wells Fargo & Company (NYSE:WFC), an American multinational financial services corporation, as of September this year. Buffett’s stake in Wells Fargo & Company (NYSE:WFC) amounts to $31.32 million, and it accounts for 0.01% of the billionaire’s Q3 portfolio. With a P/E ratio of 11.98, Wells Fargo & Company (NYSE:WFC) is one of the best value stocks in Warren Buffett’s portfolio.\nOn December 9, UBS analyst Erika Najarian called Wells Fargo & Company (NYSE:WFC) one of her “highest conviction Buy ideas”, assuming coverage of the stock with a Buy rating and a $65 price target. The analyst sees rising rates and execution of its expense plan driving return on average tangible common shareholders’ equity as attractive catalysts.\nA total of 88 hedge funds were bullish on Wells Fargo & Company (NYSE:WFC) at the end of the third quarter, holding stakes worth $6.18 billion. This is comparable to 94 funds holding stakes valued at over $7 billion in Wells Fargo & Company (NYSE:WFC) in the previous quarter.\nBoykin Curry’s Eagle Capital Management is the largest Wells Fargo & Company (NYSE:WFC) stakeholder as of the third quarter, holding 33.74 million shares worth $1.56 billion.\nWells Fargo & Company (NYSE:WFC) is a notable stock from Warren Buffett’s Q3 portfolio, in addition to Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN).\nHereis what Davis Global Fund has to say about Wells Fargo & Company (NYSE:WFC) in its Q3 2021 investor letter:\n\n “…This second chart highlights that financials remain the cheapest part of the market today and continue to be extremely attractive. Strong capital ratios, conservative lending practices, already record low interest rates and now a strengthening economy, all paired with low valuations, bode well for future returns.\n\n\n Take our top financials holding in Wells Fargo, for instance. Wells Fargo is trading at 1.3x tangible book value, while we expect return on equity (ROE) to be in the mid-to-high teens over time. Even in this low-rate environment, the current multiple is only 12x 2021 owner earnings, and our IRR estimate is 12–13%. Wells Fargo has performed well this year, up 51% year-to-date, yet still looks very attractive, which speaks to how undervalued it was and why it is so important to be patient when investing in high-quality companies trading at low valuations. Rather than invest on the basis of unpredictable near-term catalysts, we prefer to be patient as earnings and cash build up, even if the stock price does not immediately reflect the economic reality. We continue to like our positions in financials.”\n\n9. Teva Pharmaceutical Industries Limited (NYSE:TEVA)\nBerkshire Hathaway’s Stake Value: $416,768,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 0.14%\nNumber of Hedge Fund Holders: 22\nP/E Ratio: 12.63\nTeva Pharmaceutical Industries Limited (NYSE:TEVA), a pharmaceutical company from Israel specializing in generics and biopharmaceutical medicines, reported its Q3 results on October 27. Teva Pharmaceutical Industries Limited (NYSE:TEVA) posted an EPS of $0.59, missing estimates by $0.06. The Q3 revenue totaled $3.89 billion, down 2.29% year-over-year, missing estimates by $163.2 million.\nWarren Buffett holds a $416.76 million position in Teva Pharmaceutical Industries Limited (NYSE:TEVA) as of September 2021, which accounts for 0.14% of the billionaire’s total Q3 portfolio.\nAbrams Capital Managementis one of the leading stakeholders of Teva Pharmaceutical Industries Limited (NYSE:TEVA) from the third quarter, owning over 24 million shares valued at $234.2 million.\nHedge funds increased their stakes in Teva Pharmaceutical Industries Limited (NYSE:TEVA) in the third quarter, with 22 funds holding stakes valued at $950.6 million in the company, as compared to the same number of funds being bullish on Teva Pharmaceutical Industries Limited (NYSE:TEVA) in the preceding quarter, with a total stake value of $947.1 million.\nRaymond James analyst Elliot Wilbur on October 27 downgraded Teva Pharmaceutical Industries Limited (NYSE:TEVA) to Market Perform from Outperform without a price target, stating that near-term fundamentals are coming up short, as compared to the performance expectations from the company.\n8. Globe Life Inc. (NYSE:GL)\nBerkshire Hathaway’s Stake Value: $565,672,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 0.19%\nNumber of Hedge Fund Holders: 27\nP/E Ratio: 12.45\nBillionaire Warren Buffett holds 6.35 million shares in Globe Life Inc. (NYSE:GL) as of September this year, worth $565.6 million, accounting for 0.19% of his total Q3 13F portfolio. Globe Life Inc. (NYSE:GL) is a Texas-based financial services holding company that specializes in life insurance, annuity, and supplemental health insurance products.\nCredit Suisse analyst Andrew Kligerman on October 19 lowered the price target on Globe Life Inc. (NYSE:GL) to $130 from $135 and kept an Outperform rating on the shares, stating that despite the COVID-19 pressures on the stock, Globe Life Inc. (NYSE:GL) is trading at an attractive valuation. Globe Life Inc. (NYSE:GL) is one of the top value stocks according to Warren Buffett’s Berkshire Hathaway.\nGlobe Life Inc. (NYSE:GL) announced Q3 earnings on October 20, posting an EPS of $1.78, missing estimates by $0.11. The quarterly revenue jumped 6.93% to $1.28 billion, outperforming estimates by $15.97 million.\nInsider Monkey tracks the movement of 867 elite hedge funds as of the third quarter, and a total of 27 funds of them reported owning stakes in Globe Life Inc. (NYSE:GL), worth $775.77 million. This is compared to 28 funds being bullish on Globe Life Inc. (NYSE:GL) in the prior quarter, with a total stake value of approximately $795 million.\nIn addition to Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN), elite hedge funds are piling into Globe Life Inc. (NYSE:GL).\n7. General Motors Company (NYSE:GM)\nBerkshire Hathaway’s Stake Value: $3,162,600,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 1.07%\nNumber of Hedge Fund Holders: 77\nP/E Ratio: 8.45\nGeneral Motors Company (NYSE:GM) stock represents 1.07% of Berkshire Hathaway’s Q3 portfolio, with the hedge fund holding a $3.16 billion position in the company. General Motors Company (NYSE:GM) is an American multinational automaker, with four core automobile brands including Chevrolet, Buick, GMC, and Cadillac. General Motors Company (NYSE:GM), a notable value stock from Buffett’s Q3 portfolio, is also actively working on electric vehicles, gearing up to compete with the EV market leader, Tesla, Inc. (NASDAQ:TSLA).\nGeneral Motors Company (NYSE:GM), on October 27, announced its third quarter results, posting earnings per share of $1.52, beating estimates by $0.55. The revenue fell by 24.52% year-over-year, amounting to $26.78 billion, missing estimates by $1.10 billion.\nOn November 15, Wedbush analyst Daniel Ives kept an Outperform rating and a price target of $85 on General Motors Company (NYSE:GM)’s shares. The analyst stated that the vertical integration capabilities of General Motors Company (NYSE:GM) and conversion of its massive customer base to electric vehicles over the coming years represents a transformational opportunity for the company looking ahead.\nHarris Associates is one of the leading General Motors Company (NYSE:GM) stakeholders from Q3, holding a $1.82 billion stake in the company, out of a total of 77 funds that were bullish on the stock in the third quarter.\nHere is what Miller Value Partners has to say about General Motors Company (NYSE:GM) in its Q3 2021 investor letter:\n\n “Another name we’ve recently purchased and have grown incredibly excited about: General Motors (GM). GM is interesting on many levels. We see it as an attractive investment opportunity and it might be a microcosm of current markets, both past and prospective.\n\n\n Tesla trounced GM over the last decade. Tesla rose 15,797% crushing GM’s 238% increase, which lagged the S&P 500’s 365%. Tesla came out of nowhere creating what many said was the best car ever made. A decade ago, no one saw that coming, including GM. GM’s historical strength led to arrogance. It completely dismissed the threat of any newcomer.\n\n\n Where are we now? Expectations are entirely different. Tesla’s current price embeds 18 years of growth while GM embeds under one year (see a pattern in what we like?!). Tesla’s expectations look even loftier when you consider that in that 18th year, Tesla would be projected to earn $1.35 trillion revenues at very high, Ferrari-type margins. The largest automakers today generate roughly $250 billion revenues at less than half those margins.\n\n\n Tesla’s priced to go where no man (or woman!) has gone before. It’s impossible for Tesla to meet these expectations with auto manufacturing alone. It requires something more. Bulls believe Tesla can dominate an autonomous driving future and make significant money on software subscriptions. We don’t have a view on this other than that Tesla needs to do so to be attractive at the current price.\n\n\n Market expectations for GM, on the other hand, are muted. There appears to be no innovation or growth priced into the stock. Yet GM plans to launch 30 EV (electric vehicles) models globally by 2025 (Tesla has launched a total of 4). GM’s new electric vehicles, like the Hummer and Cadillac Lyric, are extremely impressive. It’s revamping its manufacturing production to be modular, allowing greater speed and adaptability. The entire culture has transformed from a stodgy, bureaucratic old manufacturer to a speedier, more innovative software-enabled automaker. GM currently employs 25,000 software engineers.\n\n\n GM believes it can double revenues by 2030, and improve margins through software and services. GM currently earns $2 billion of high margin software and services revenue, which is more than Tesla. Cruise, GM’s majority owned autonomous company, recently detailed why it sees the potential for $50B in revenues within 6-8 years of its 2023 launch of the Origin vehicle. BrightDrop, its autonomous commercial vehicle unit, looks promising as well with the potential for $10 billion in revenues. We don’t think this optionality is reflected in the current price. Investors started to see the potential after GM’s recent analyst day. We can easily get values for GM more than double its current price of $58.\n\n\n The contrast between GM and Tesla illustrates what we see more broadly in the market, which is why we see more opportunity in classic value names than in the secular growth names. After a decade of dominance, expectations for innovative and disruptive companies are quite high. Many classic value companies were caught flat-footed, but have invested heavily to catch up. Muted expectations don’t reflect their improved prospects.”\n\n6. The Bank of New York Mellon Corporation (NYSE:BK)\nBerkshire Hathaway’s Stake Value: $3,751,012,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 1.27%\nNumber of Hedge Fund Holders: 46\nP/E Ratio: 14.48\nWarren Buffett owned 72.35 million shares in The Bank of New York Mellon Corporation (NYSE:BK), worth $3.75 billion by the end of the third quarter, accounting for 1.27% of the total investment portfolio at Berkshire Hathaway. The Bank of New York Mellon Corporation (NYSE:BK) is a financial services holding company, offering a range of services including corporate banking, investment banking, global wealth management, financial analysis, and private equity.\nThe Bank of New York Mellon Corporation (NYSE:BK) announced on October 19 its Q3 earnings. EPS in the period totaled $1.04, exceeding estimates by $0.04. The $4.04 billion revenue jumped 4.89% year-over-year, outperforming estimates by $88.43 million.\nMorgan Stanley analyst Betsy Graseck on December 6 downgraded The Bank of New York Mellon Corporation (NYSE:BK) to Underweight from Equal Weight with a $59 price target, citing the stock’s valuation, low loan exposure, and negative operating leverage as reasons for the downgrade.\nFirst Eagle Investment Management is one of the largest stakeholders of The Bank of New York Mellon Corporation (NYSE:BK) in Q3, with 16.1 million shares worth over $837 million. Overall, 46 hedge funds monitored by Insider Monkey were bullish on The Bank of New York Mellon Corporation (NYSE:BK) in the third quarter, down from 52 funds in the preceding quarter.\nThe Bank of New York Mellon Corporation (NYSE:BK) is a notable stock from Warren Buffett’s Q3 portfolio, just like Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Amazon.com, Inc. (NASDAQ:AMZN).\n5. DaVita Inc. (NYSE:DVA)\nBerkshire Hathaway’s Stake Value: $4,196,471,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 1.43%\nNumber of Hedge Fund Holders: 39\nP/E Ratio: 12.37\nDaVita Inc. (NYSE:DVA) made it to our list of the best value stocks in Warren Buffett’s portfolio, with the company announcing solid Q3 earnings on October 28, posting an EPS of $2.36, beating estimates by $0.10. Revenue over the period also outperformed estimates by $23.55 million.\nDeutsche Bank analyst Pito Chickering on November 17 lowered the price target on DaVita Inc. (NYSE:DVA) to $150 from $164 and kept a Buy rating on the shares after the capital markets day, stating that the company offers a longer term investment horizon than many investors can be comfortable with.\nDaVita Inc. (NYSE:DVA) is a healthcare company primarily focusing on kidney diseases and dialysis support, operating in nine countries in addition to the United States. Warren Buffett holds a $4.19 billion position in DaVita Inc. (NYSE:DVA) as of September this year, with DaVita Inc. (NYSE:DVA) stock accounting for 1.43% of the billionaire’s total investments.\nAt the end of the third quarter, 39 hedge funds tracked by Insider Monkey reported owning stakes worth $4.81 billion in DaVita Inc. (NYSE:DVA). This is compared to the same number of funds holding the DaVita Inc. (NYSE:DVA) stock in the preceding quarter, with a total stake value of approximately $5.13 billion.\nGates Capital Managementincreased its stake in DaVita Inc. (NYSE:DVA) by 5% in the third quarter, and is one of the leading stakeholders of the company, with a $174.1 million position.\n4. U.S. Bancorp (NYSE:USB)\nBerkshire Hathaway’s Stake Value: $7,514,279,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 2.52%\nNumber of Hedge Fund Holders: 42\nP/E Ratio: 11.60\nU.S. Bancorp (NYSE:USB) is a Minnesota-based bank holding company that operates via its wholly owned subsidiary, U.S. Bank National Association, and offers banking, investment, mortgage, trust, and payment services to customers. As one of the best value stocks in Warren Buffett’s Q3 portfolio, U.S. Bancorp (NYSE:USB) represents 2.52% of the billionaire’s total investments. Berkshire Hathaway owns over 126 million U.S. Bancorp (NYSE:USB) shares, worth $7.51 billion.\nOn December 9, UBS analyst Erika Najarian initiated coverage of U.S. Bancorp (NYSE:USB) with a Buy rating and a $70 price target, after the 300 basis points of ROTCE outperformance by the company.\nU.S. Bancorp (NYSE:USB), on October 14, reported its Q3 results, posting an EPS of $1.30, beating estimates by $0.14. The $5.86 billion revenue also exceeded estimates by $105.32 million.\nIn Q3 2021, 42 hedge funds in the database of Insider Monkey were long U.S. Bancorp (NYSE:USB), up from 41 funds in the preceding quarter.Yacktman Asset Managementis one of the leading stakeholders of U.S. Bancorp (NYSE:USB), holding a $279.3 million stake in the bank holding company.\nHereis what Mairs & Power has to say about U.S. Bancorp (NYSE:USB) in their Q4 2020 investor letter:\n\n “On the negative side, one of the Fund’s biggest detractor in 2020 was U.S. Bancorp (USB). Like all banks, U.S. Bank was hurt by the difficult interest rate environment and credit cycle concerns. We believe banks are strong enough to survive the current sector doldrums, and they remain some of the market’s most attractive opportunities.”\n\n3. Verizon Communications Inc. (NYSE:VZ)\nBerkshire Hathaway’s Stake Value: $8,578,115,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 2.92%\nNumber of Hedge Fund Holders: 57\nP/E Ratio: 9.43\nWith a price to earnings ratio of 9.43, Verizon Communications Inc. (NYSE:VZ) is one of Warren Buffett’s top value stock picks from the third quarter, with the billionaire holding an $8.57 billion position in the company. Verizon Communications Inc. (NYSE:VZ), an American multinational telecommunications conglomerate, announced a quarterly dividend of $0.64 per share on December 2, payable on February 1 to shareholders of record on January 10. Verizon Communications Inc. (NYSE:VZ) offers a forward dividend yield of 5.10%.\nOn October 20, Verizon Communications Inc. (NYSE:VZ) announced Q3 results, posting an EPS of $1.41, beating estimates by $0.05. The quarterly revenue amounted to $32.92 billion, missing estimates by $301.93 million. Following the Q3 performance, Cowen analyst Colby Synesael raised the price target on Verizon Communications Inc. (NYSE:VZ) to $71 from $68 and kept an Outperform rating on the shares.\nVerizon Communications Inc. (NYSE:VZ) was awarded two contracts worth $34.6 million by the U.S. Department of Energy. The task orders were awarded through the federal government’s Enterprise Infrastructure Solutions contract vehicle on December 1.\nBy the end of the third quarter, 57 hedge funds were bullish on Verizon Communications Inc. (NYSE:VZ), down from 63 funds in the preceding quarter. Jaime Sterne’s Skye Global Management is one of the leading Verizon Communications Inc. (NYSE:VZ) stakeholders from Q3, holding a $282.3 million position in the company.\nHereis what Miller/Howard Investments has to say about Verizon Communications Inc. (NYSE:VZ) in its Q1 2021 investor letter:\n\n “We sold Verizon (VZ) based on concerns over how much they might spend in ongoing spectrum auctions. Management may legitimately view spending billions of dollars to expand their spectrum holdings as necessary, but we believe the payoff will be slow and will make it challenging to grow the dividend at a good pace.”\n\n2. American Express Company (NYSE:AXP)\nBerkshire Hathaway’s Stake Value: $25,399,340,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 8.65%\nNumber of Hedge Fund Holders: 57\nP/E Ratio: 17.45\nAmerican Express Company (NYSE:AXP), a multinational payment card services company, posted on October 22 its Q3 results. EPS for the period came in at $2.27, exceeding estimates by $0.52. The revenue amounted to $10.93 billion, up 24.88% year-over-year, outperforming estimates by $382.39 million.\n8.65% of Berkshire Hathaway’s Q3 investments are represented by American Express Company (NYSE:AXP) stock, with Warren Buffett holding 151.6 million shares of the company, worth $25.39 billion at the end of September this year. American Express Company (NYSE:AXP) is one of the best value stocks in Warren Buffett’s portfolio.\nThe smart money took a greater interest in American Express Company (NYSE:AXP) in the third quarter, with 57 hedge funds being bullish on the stock at September end, up from 52 funds holding stakes in American Express Company (NYSE:AXP) in the preceding quarter.Fisher Asset Management is a notable stakeholder of American Express Company (NYSE:AXP) in Q3, with 15.6 million shares valued at $2.61 billion.\nAfter the Q3 earnings beat, BMO Capital analyst James Fotheringham on October 25 raised the price target on American Express Company (NYSE:AXP) to $151 from $147 but kept a Market Perform rating on the shares. In addition to the strong Q3 earnings, the analyst revised his model for American Express Company (NYSE:AXP) to forecast higher net interest income, lower loan loss provisions, and lower share counts.\nHereis what ClearBridge Investments has to say about American Express Company (NYSE:AXP) in its Q2 2021 investor letter:\n\n “In financials, American Express has done an excellent job demonstrating the resiliency of its franchise in the midst of a global pandemic that drove a 60% decline in its core travel and entertainment business. The company’s spend-centric model has been helped by fiscal stimulus ensuring a flush consumer, while management continues to execute well by adding millions of new consumer and small and medium business accounts, which should benefit the franchise over the medium to long term. We remain optimistic regarding the company’s prospects as travel and entertainment activity rebounds, adding to our position in the quarter.”\n\n1. Bank of America Corporation (NYSE:BAC)\nBerkshire Hathaway’s Stake Value: $42,878,771,000\nPercentage of Berkshire Hathaway’s 13F Portfolio: 14.61%\nNumber of Hedge Fund Holders: 72\nP/E Ratio: 13.32\nRanking first on our list of the best value stocks in Warren Buffett’s portfolio is Bank of America Corporation (NYSE:BAC), with the billionaire holding more than 1 billion shares worth $42.8 billion by the end of September. Bank of America Corporation (NYSE:BAC) stock represents 14.61% of Warren Buffett’s total Q3 securities.\nUBS analyst Erika Najarian assumed coverage of Bank of America Corporation (NYSE:BAC) with a Buy rating and a $64 price target on December 9. The analyst named Bank of America Corporation (NYSE:BAC) her top pick among the U.S. large cap banks.\nBank of America Corporation (NYSE:BAC), on October 14, announced earnings for the third quarter, posting an EPS of $0.85, beating estimates by $0.15. The revenue was up 11.33% year-over-year, amounting to $22.77 billion, exceeding estimates by $1.16 billion.\nIn the third quarter, 72 hedge funds were bullish on Bank of America Corporation (NYSE:BAC), holding total stakes valued at $46.48 billion. One of the leading Bank of America Corporation (NYSE:BAC) stakeholders from Q3 isHarris Associates, with a $2.52 billion position in the company.\nHere is what Oakmark Funds has to say about Bank of America Corporation (NYSE:BAC) in its Q3 2021 investor letter:\n\n “Earlier this year, one of our holdings, Bank of America, announced that it was raising its minimum hourly wage from $15 to $20 and would increase it to $25 by 2025. The company received great press for placing the well-being of its employees above profits. But was it really either/or? Bank of America’s chief human resources officer spoke to the bigger picture: “A core tenet of responsible growth is our commitment to being a great place to work…that includes providing strong pay and competitive benefits to help them and their families, so that we continue to attract and retain the best talent.” Bank of America understood that engaged, high-caliber employees are more productive, less prone to turnover and, therefore, less expensive in the long run. Increasing the pay for employees wasn’t elevating employees above shareholders; it was the right thing to do for employees\n andfor shareholders.\n\n\n If an increase to $20 was good, why stop there? Why not $50 per hour? Because the benefits the business receives at $50 don’t justify the expense. The bank would no longer be able to price its products competitively and would lose business. The employees would “win” in the short term, but eventually the lost business would lead to job cuts, meaning both employees and shareholders would lose. The negative effects of stakeholder overreach are no different than when CEOs overreach to inflate short-term profits. Both hurt shareholders\n andstakeholders.”","news_type":1,"symbols_score_info":{"VZ":0.9,"WFC":0.9,"BAC":0.9,"GL":0.9,"DVA":0.9,"USB":0.9,"AXP":0.9,"BK":0.9,"GM":0.9,"TEVA":0.9}},"isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607138628,"gmtCreate":1639495811014,"gmtModify":1639495811214,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607138628","repostId":"2191955334","repostType":4,"isVote":1,"tweetType":1,"viewCount":2574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604289718,"gmtCreate":1639402565087,"gmtModify":1639402565748,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604289718","repostId":"2191598847","repostType":4,"isVote":1,"tweetType":1,"viewCount":2351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604978750,"gmtCreate":1639323310969,"gmtModify":1639323311216,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604978750","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohu8.com/m/news/1103250344?lang=zh_CN&edition=full","pubTime":"2021-12-12 11:44","market":"us","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三起IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发人员<b>轮回</b>(IOT)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。Samsara增长迅速，但利润极低，在2022财年第9个月，ARR超过10万美元的客户实现了两位数增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>鲜藤酒</b>(VINE)计划以1.16亿美元的市值筹集2100万美元。这家名人创立的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine通过批发、零售和DTC渠道销售其葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微型卫星开发商<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。这家公司提供设计、制造、发射和数据收集等商业卫星服务。迄今为止，Sidus Space已产生与太空相关的制造收入，但2021年9月毛利率为负，严重无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国IPO周：三周IPO中的物联网解决方案、葡萄酒和卫星</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-12 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静，三起IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发人员<b>轮回</b>(IOT)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台，将企业的资产与物理运营连接起来，提高了运营效率以及资产和员工的生产力。Samsara增长迅速，但利润极低，在2022财年第9个月，ARR超过10万美元的客户实现了两位数增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>鲜藤酒</b>(VINE)计划以1.16亿美元的市值筹集2100万美元。这家名人创立的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine通过批发、零售和DTC渠道销售其葡萄酒，并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微型卫星开发商<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。这家公司提供设计、制造、发射和数据收集等商业卫星服务。迄今为止，Sidus Space已产生与太空相关的制造收入，但2021年9月毛利率为负，严重无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">renaissancecap...</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":{"IOT":"Samsara, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SIDU":"Sidus Space Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{".SPX":0,"VINE":0,"IOT":0,"SIDU":0,".IXIC":0,".DJI":0}},"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605885980,"gmtCreate":1639145109773,"gmtModify":1639145112630,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605885980","repostId":"1160142374","repostType":4,"repost":{"id":"1160142374","kind":"news","pubTimestamp":1639144465,"share":"https://www.laohu8.com/m/news/1160142374?lang=zh_CN&edition=full","pubTime":"2021-12-10 21:54","market":"us","language":"en","title":"Can Apple Stock Climb Another 45%? What History Says<blockquote>苹果股价能否再上涨45%？历史怎么说</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160142374","media":"TheStreet","summary":"As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?Apple stock has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era , AAPL has produced very solid, but still lower average one-year gains of 36%.Now, shareholders look forward. Is it reasonable to expect AAPL","content":"<p>As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?</p><p><blockquote>苹果股价首次突破2.9万亿美元市值，去年上涨了45%。投资者是否应该期待未来12个月的类似表现？</blockquote></p><p> Apple stock&nbsp;has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era (i.e. 2007 to present), AAPL has produced very solid, but still lower average one-year gains of 36%.</p><p><blockquote>苹果股票市值首次超过2.9万亿美元，投资者庆祝45%左右的出色一年回报率。自iPhone时代开始（即2007年至今）以来，AAPL的平均一年涨幅非常稳健，但仍较低，为36%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e746370f51d8b99a1b176c6863eb1b1\" tg-width=\"1240\" tg-height=\"696\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in Chongqing, China.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果店。</span></p></blockquote></p><p> Now, shareholders look forward. Is it reasonable to expect AAPL stock to climb another 45% until the end of 2022? Today, the Apple Maven sets aside business fundamentals for a moment and looks at what history has to say about this question.</p><p><blockquote>现在，股东们满怀期待。预计AAPL股价到2022年底将再上涨45%是否合理？今天，这位苹果专家暂时抛开商业基本面，看看历史对这个问题的看法。</blockquote></p><p> <b>What to expect of AAPL</b></p><p><blockquote><b>对AAPL有何期待</b></blockquote></p><p> I have written plenty about how Wall Street experts have recently taken sides on Apple stock. On the one hand,bulls see a strong holiday quarter&nbsp;of sales and growth opportunities in 2022. On the other hand, a few bears think that&nbsp;AAPL could be overpriced&nbsp;by nearly 20% due to slowing growth in a post-pandemic environment and shorter lead times on iPhones.</p><p><blockquote>我已经写了很多关于华尔街专家最近如何对苹果股票采取立场的文章。一方面，多头看到了2022年强劲的假日季度销售和增长机会。另一方面，一些看空者认为，由于大流行后环境下增长放缓以及iPhone交货时间缩短，AAPL的定价可能会过高近20%。</blockquote></p><p> But to understand if Apple shares could climb another 45% in the next 12 months, I turn to historical share price behavior. The gains observed in the past year may look outsized vs. the S&amp;P 500’s historical performance. But they are fairly standard for a stock like AAPL.</p><p><blockquote>但为了了解苹果股价是否能在未来12个月内再上涨45%，我求助于历史股价行为。与标普500的历史表现相比，过去一年观察到的涨幅可能看起来过大。但对于像AAPL这样的股票来说，它们是相当标准的。</blockquote></p><p> The chart below shows the average gains produced by holding AAPL for 12 months, since the launch year of the first iPhone model. If the stock were bought on any given day, returns would have been 36%. If bought within 5% of peak prices, gains would have been much lower: 25%.</p><p><blockquote>下图显示了自第一款iPhone机型推出以来，持有AAPL 12个月所产生的平均收益。如果在任何一天购买该股票，回报率将为36%。如果在峰值价格的5%以内买入，收益会低得多：25%。</blockquote></p><p> Notice that the outsized gains earned from holding Apple stock for a year tend to come from buying shares after a steep 20%-plus drawdown. The last one happened in September 2020, and the previous one had been during the initial COVID-19 bear market.</p><p><blockquote>请注意，持有苹果股票一年所获得的巨大收益往往来自于在大幅下跌20%以上后购买股票。上一次发生在2020年9月，上一次发生在最初的COVID-19熊市期间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfdba2437dc07efd8b0ae81f1b68a9ac\" tg-width=\"845\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>Figure 2: Average 1-year gains in AAPL since 2007.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL自2007年以来的平均1年涨幅。</span></p></blockquote></p><p> The chart above reinforces the idea that buying AAPL near peaks, as is the case today, has historically led to below average returns. Of course, these averages have still been much better than what an investor would have earned from buying and holding a diversified basket of stocks, like the S&amp;P 500 or even the Nasdaq.</p><p><blockquote>上图强化了这样一种观点，即在接近峰值时买入AAPL（就像今天的情况一样）历来会导致低于平均水平的回报。当然，这些平均值仍然比投资者购买和持有一篮子多元化股票（例如标普500甚至纳斯达克）所获得的收益要好得多。</blockquote></p><p> Averages only tell part of a story. Equally important, the range of outcomes has been very wide. For instance, buying AAPL near a peak in December 2007 would have resulted in massive loss of -57% over the following year. On the other hand, buying near the peak in January of the same year would have resulted in an impressive one-year gain of +128%.</p><p><blockquote>平均值只能说明故事的一部分。同样重要的是，结果的范围非常广泛。例如，在2007年12月接近峰值时买入AAPL将导致次年亏损-57%。另一方面，在同年1月接近峰值时买入会带来+128%的令人印象深刻的一年涨幅。</blockquote></p><p> Below is the distribution (histogram) of one-year returns in AAPL, when shares are bought near peaks. Again, the range of outcomes has been very wide. That said, typical gains have been roughly in the 20%-to-30% territory.</p><p><blockquote>下面是AAPL一年回报率的分布（直方图），当时股票在接近峰值时购买。同样，结果的范围非常广泛。也就是说，典型的涨幅约为20%至30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ad9d93eed25fc47e9b5d7f45d4b354d\" tg-width=\"862\" tg-height=\"528\" width=\"100%\" height=\"auto\"><span>Figure 3: Distribution of 1-year returns in AAPL, near peaks.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：AAPL的1年回报率分布，接近峰值。</span></p></blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Can AAPL rise another 45% in the next year? It sure can, even off its current peak levels. In fact, Apple shares have, in rare cases, more than doubled in price in 12 months even after trading near all-time highs.</p><p><blockquote>AAPL未来一年能否再涨45%？它当然可以，即使低于目前的峰值水平。事实上，在极少数情况下，苹果股价在12个月内上涨了一倍多，即使交易价格接近历史高点。</blockquote></p><p> However, for the sake of being conservative, I don’t think that investors should bet on something like it happening next. I think that more modest gains of 20% to 30% through December 2022, if reached, would already be considered outstanding.</p><p><blockquote>然而，为了保守起见，我认为投资者不应该押注类似的事情接下来会发生。我认为，到2022年12月，如果达到20%至30%的温和涨幅，就已经被认为是出色的。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Apple Stock Climb Another 45%? What History Says<blockquote>苹果股价能否再上涨45%？历史怎么说</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\">\nCan Apple Stock Climb Another 45%? What History Says<blockquote>苹果股价能否再上涨45%？历史怎么说</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 21:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?</p><p><blockquote>苹果股价首次突破2.9万亿美元市值，去年上涨了45%。投资者是否应该期待未来12个月的类似表现？</blockquote></p><p> Apple stock&nbsp;has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era (i.e. 2007 to present), AAPL has produced very solid, but still lower average one-year gains of 36%.</p><p><blockquote>苹果股票市值首次超过2.9万亿美元，投资者庆祝45%左右的出色一年回报率。自iPhone时代开始（即2007年至今）以来，AAPL的平均一年涨幅非常稳健，但仍较低，为36%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e746370f51d8b99a1b176c6863eb1b1\" tg-width=\"1240\" tg-height=\"696\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple store in Chongqing, China.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果店。</span></p></blockquote></p><p> Now, shareholders look forward. Is it reasonable to expect AAPL stock to climb another 45% until the end of 2022? Today, the Apple Maven sets aside business fundamentals for a moment and looks at what history has to say about this question.</p><p><blockquote>现在，股东们满怀期待。预计AAPL股价到2022年底将再上涨45%是否合理？今天，这位苹果专家暂时抛开商业基本面，看看历史对这个问题的看法。</blockquote></p><p> <b>What to expect of AAPL</b></p><p><blockquote><b>对AAPL有何期待</b></blockquote></p><p> I have written plenty about how Wall Street experts have recently taken sides on Apple stock. On the one hand,bulls see a strong holiday quarter&nbsp;of sales and growth opportunities in 2022. On the other hand, a few bears think that&nbsp;AAPL could be overpriced&nbsp;by nearly 20% due to slowing growth in a post-pandemic environment and shorter lead times on iPhones.</p><p><blockquote>我已经写了很多关于华尔街专家最近如何对苹果股票采取立场的文章。一方面，多头看到了2022年强劲的假日季度销售和增长机会。另一方面，一些看空者认为，由于大流行后环境下增长放缓以及iPhone交货时间缩短，AAPL的定价可能会过高近20%。</blockquote></p><p> But to understand if Apple shares could climb another 45% in the next 12 months, I turn to historical share price behavior. The gains observed in the past year may look outsized vs. the S&amp;P 500’s historical performance. But they are fairly standard for a stock like AAPL.</p><p><blockquote>但为了了解苹果股价是否能在未来12个月内再上涨45%，我求助于历史股价行为。与标普500的历史表现相比，过去一年观察到的涨幅可能看起来过大。但对于像AAPL这样的股票来说，它们是相当标准的。</blockquote></p><p> The chart below shows the average gains produced by holding AAPL for 12 months, since the launch year of the first iPhone model. If the stock were bought on any given day, returns would have been 36%. If bought within 5% of peak prices, gains would have been much lower: 25%.</p><p><blockquote>下图显示了自第一款iPhone机型推出以来，持有AAPL 12个月所产生的平均收益。如果在任何一天购买该股票，回报率将为36%。如果在峰值价格的5%以内买入，收益会低得多：25%。</blockquote></p><p> Notice that the outsized gains earned from holding Apple stock for a year tend to come from buying shares after a steep 20%-plus drawdown. The last one happened in September 2020, and the previous one had been during the initial COVID-19 bear market.</p><p><blockquote>请注意，持有苹果股票一年所获得的巨大收益往往来自于在大幅下跌20%以上后购买股票。上一次发生在2020年9月，上一次发生在最初的COVID-19熊市期间。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfdba2437dc07efd8b0ae81f1b68a9ac\" tg-width=\"845\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>Figure 2: Average 1-year gains in AAPL since 2007.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL自2007年以来的平均1年涨幅。</span></p></blockquote></p><p> The chart above reinforces the idea that buying AAPL near peaks, as is the case today, has historically led to below average returns. Of course, these averages have still been much better than what an investor would have earned from buying and holding a diversified basket of stocks, like the S&amp;P 500 or even the Nasdaq.</p><p><blockquote>上图强化了这样一种观点，即在接近峰值时买入AAPL（就像今天的情况一样）历来会导致低于平均水平的回报。当然，这些平均值仍然比投资者购买和持有一篮子多元化股票（例如标普500甚至纳斯达克）所获得的收益要好得多。</blockquote></p><p> Averages only tell part of a story. Equally important, the range of outcomes has been very wide. For instance, buying AAPL near a peak in December 2007 would have resulted in massive loss of -57% over the following year. On the other hand, buying near the peak in January of the same year would have resulted in an impressive one-year gain of +128%.</p><p><blockquote>平均值只能说明故事的一部分。同样重要的是，结果的范围非常广泛。例如，在2007年12月接近峰值时买入AAPL将导致次年亏损-57%。另一方面，在同年1月接近峰值时买入会带来+128%的令人印象深刻的一年涨幅。</blockquote></p><p> Below is the distribution (histogram) of one-year returns in AAPL, when shares are bought near peaks. Again, the range of outcomes has been very wide. That said, typical gains have been roughly in the 20%-to-30% territory.</p><p><blockquote>下面是AAPL一年回报率的分布（直方图），当时股票在接近峰值时购买。同样，结果的范围非常广泛。也就是说，典型的涨幅约为20%至30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ad9d93eed25fc47e9b5d7f45d4b354d\" tg-width=\"862\" tg-height=\"528\" width=\"100%\" height=\"auto\"><span>Figure 3: Distribution of 1-year returns in AAPL, near peaks.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：AAPL的1年回报率分布，接近峰值。</span></p></blockquote></p><p> <b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p> Can AAPL rise another 45% in the next year? It sure can, even off its current peak levels. In fact, Apple shares have, in rare cases, more than doubled in price in 12 months even after trading near all-time highs.</p><p><blockquote>AAPL未来一年能否再涨45%？它当然可以，即使低于目前的峰值水平。事实上，在极少数情况下，苹果股价在12个月内上涨了一倍多，即使交易价格接近历史高点。</blockquote></p><p> However, for the sake of being conservative, I don’t think that investors should bet on something like it happening next. I think that more modest gains of 20% to 30% through December 2022, if reached, would already be considered outstanding.</p><p><blockquote>然而，为了保守起见，我认为投资者不应该押注类似的事情接下来会发生。我认为，到2022年12月，如果达到20%至30%的温和涨幅，就已经被认为是出色的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-climb-another-45-what-history-says\">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/stock/can-apple-stock-climb-another-45-what-history-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160142374","content_text":"As it breaches $2.9 trillion market cap for the first time ever, Apple stock has produced 45% gains in the past year. Should investors expect similar performance over the next 12 months?\nApple stock has surpassed $2.9 trillion market cap for the first time, and investors celebrate outstanding one-year returns of around 45%. Since the start of the iPhone era (i.e. 2007 to present), AAPL has produced very solid, but still lower average one-year gains of 36%.\nFigure 1: Apple store in Chongqing, China.\nNow, shareholders look forward. Is it reasonable to expect AAPL stock to climb another 45% until the end of 2022? Today, the Apple Maven sets aside business fundamentals for a moment and looks at what history has to say about this question.\nWhat to expect of AAPL\nI have written plenty about how Wall Street experts have recently taken sides on Apple stock. On the one hand,bulls see a strong holiday quarter of sales and growth opportunities in 2022. On the other hand, a few bears think that AAPL could be overpriced by nearly 20% due to slowing growth in a post-pandemic environment and shorter lead times on iPhones.\nBut to understand if Apple shares could climb another 45% in the next 12 months, I turn to historical share price behavior. The gains observed in the past year may look outsized vs. the S&P 500’s historical performance. But they are fairly standard for a stock like AAPL.\nThe chart below shows the average gains produced by holding AAPL for 12 months, since the launch year of the first iPhone model. If the stock were bought on any given day, returns would have been 36%. If bought within 5% of peak prices, gains would have been much lower: 25%.\nNotice that the outsized gains earned from holding Apple stock for a year tend to come from buying shares after a steep 20%-plus drawdown. The last one happened in September 2020, and the previous one had been during the initial COVID-19 bear market.\nFigure 2: Average 1-year gains in AAPL since 2007.\nThe chart above reinforces the idea that buying AAPL near peaks, as is the case today, has historically led to below average returns. Of course, these averages have still been much better than what an investor would have earned from buying and holding a diversified basket of stocks, like the S&P 500 or even the Nasdaq.\nAverages only tell part of a story. Equally important, the range of outcomes has been very wide. For instance, buying AAPL near a peak in December 2007 would have resulted in massive loss of -57% over the following year. On the other hand, buying near the peak in January of the same year would have resulted in an impressive one-year gain of +128%.\nBelow is the distribution (histogram) of one-year returns in AAPL, when shares are bought near peaks. Again, the range of outcomes has been very wide. That said, typical gains have been roughly in the 20%-to-30% territory.\nFigure 3: Distribution of 1-year returns in AAPL, near peaks.\nThe Apple Maven’s take\nCan AAPL rise another 45% in the next year? It sure can, even off its current peak levels. In fact, Apple shares have, in rare cases, more than doubled in price in 12 months even after trading near all-time highs.\nHowever, for the sake of being conservative, I don’t think that investors should bet on something like it happening next. I think that more modest gains of 20% to 30% through December 2022, if reached, would already be considered outstanding.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602877063,"gmtCreate":1639010909840,"gmtModify":1639010909996,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602877063","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":4084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602024108,"gmtCreate":1638944983894,"gmtModify":1638944984058,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602024108","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":3050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606539564,"gmtCreate":1638890802353,"gmtModify":1638890802570,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606539564","repostId":"1140518037","repostType":4,"repost":{"id":"1140518037","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":1638890302,"share":"https://www.laohu8.com/m/news/1140518037?lang=zh_CN&edition=full","pubTime":"2021-12-07 23:18","market":"us","language":"en","title":"Network security stocks climbed in morning trading<blockquote>网络安全股早盘攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140518037","media":"Tiger Newspress","summary":"Network security stocks climbed in morning trading.SentinelOne,Fortinet,Zscaler,Cloudflare,CrowdStri","content":"<p>Network security stocks climbed in morning trading.SentinelOne,Fortinet,Zscaler,Cloudflare,CrowdStrike,Tenable,Palo Alto Networks,Mandiant&nbsp;and&nbsp;Cyberark&nbsp;rose&nbsp;between 3% and 15%.</p><p><blockquote>网络安全股早盘上涨。SentinelOne、Fortinet、Zscaler、Cloudflare、CrowdStrike、Tenable、Palo Alto Networks、Mandiant和Cyberark涨幅在3%至15%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8941cc27251bfb59578bccd3e5144ec1\" tg-width=\"406\" tg-height=\"543\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nNetwork security stocks climbed in morning trading<blockquote>网络安全股早盘攀升</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\">2021-12-07 23:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Network security stocks climbed in morning trading.SentinelOne,Fortinet,Zscaler,Cloudflare,CrowdStrike,Tenable,Palo Alto Networks,Mandiant&nbsp;and&nbsp;Cyberark&nbsp;rose&nbsp;between 3% and 15%.</p><p><blockquote>网络安全股早盘上涨。SentinelOne、Fortinet、Zscaler、Cloudflare、CrowdStrike、Tenable、Palo Alto Networks、Mandiant和Cyberark涨幅在3%至15%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8941cc27251bfb59578bccd3e5144ec1\" tg-width=\"406\" tg-height=\"543\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZS":"Zscaler Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140518037","content_text":"Network security stocks climbed in morning trading.SentinelOne,Fortinet,Zscaler,Cloudflare,CrowdStrike,Tenable,Palo Alto Networks,Mandiant and Cyberark rose between 3% and 15%.","news_type":1,"symbols_score_info":{"ZS":0.9}},"isVote":1,"tweetType":1,"viewCount":2986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608251707,"gmtCreate":1638751714043,"gmtModify":1638751714176,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608251707","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohu8.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>，凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店，以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">坎贝尔汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发，及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四，美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后，截至9月份，未偿消费者债务总额平均每月增加200亿美元，达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上，央行结束了量化宽松计划，并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人，为大流行开始以来的最低水平，仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次，而上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时，最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66，略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>，凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店，以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">坎贝尔汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发，及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四，美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后，截至9月份，未偿消费者债务总额平均每月增加200亿美元，达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上，央行结束了量化宽松计划，并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人，为大流行开始以来的最低水平，仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次，而上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时，最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","TOL":"托尔兄弟","CVS":"西维斯健康","BK4088":"住宅建筑","GME":"游戏驿站"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"CVS":0.9,"GME":0.9,"COST":0.9,"TOL":0.9}},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608661465,"gmtCreate":1638715948741,"gmtModify":1638715948872,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608661465","repostId":"2189576203","repostType":4,"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608084956,"gmtCreate":1638582020997,"gmtModify":1638582021138,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/608084956","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601858886,"gmtCreate":1638512886940,"gmtModify":1638512887037,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601858886","repostId":"1139436884","repostType":4,"repost":{"id":"1139436884","kind":"news","pubTimestamp":1638512124,"share":"https://www.laohu8.com/m/news/1139436884?lang=zh_CN&edition=full","pubTime":"2021-12-03 14:15","market":"us","language":"en","title":"You Don't Have to Buy Every Dip Despite How Loud Some May Yell<blockquote>尽管有些人可能大喊大叫，但你不必每次都买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139436884","media":"Realmoney","summary":"We're conditioned to buy.\nThink about it. Every time the market dips, all we hear about is opportuni","content":"<p>We're conditioned to buy.</p><p><blockquote>我们习惯于购买。</blockquote></p><p> Think about it. Every time the market dips, all we hear about is opportunities or this name is now undervalued or on sale. Buy the dip isn't simply a catchy saying. Buy the dip has been programmed into our brains since the first day we began trading. Few, if any, people start off their trading or investing careers looking for a company to short. Nope. We're all thinking about what we're going to buy first. Heck, a few lucky folks were gifted stock from a relative. Mom and Dad bought me some Disney (DIS) stock when I was a kid or something along those lines.</p><p><blockquote>好好想想。每次市场下跌时，我们听到的都是机会，或者这个名字现在被低估或正在出售。逢低买入不仅仅是一句朗朗上口的话。从我们开始交易的第一天起，逢低买入就被编入了我们的大脑。很少有人（如果有的话）在开始交易或投资生涯时会寻找一家可以做空的公司。没有。我们都在想我们要先买什么。见鬼，一些幸运的人从亲戚那里得到了股票。当我还是个孩子的时候，妈妈和爸爸给我买了一些迪士尼（DIS）股票或类似的东西。</blockquote></p><p> This is what makes bearish markets or choppy markets so difficult. We're conditioned to buy, and we expect stocks to move higher. If they don't, anxiety hits us. A myriad of concerns floods our brain because the action is almost counterintuitive. We're pre-programmed to buy, and we expect to be rewarded for doing what we've been taught to do. This is why fear is so powerful. It's the reason we make so many stupid decisions (I'm looking in the mirror) when prices drop. It is also why we ride losers too long and cut our winners too quickly.</p><p><blockquote>这就是熊市或波动市场如此困难的原因。我们习惯于买入，并且我们预计股市会走高。如果他们不这样做，焦虑就会降临到我们身上。无数的担忧充斥着我们的大脑，因为这个行为几乎是违反直觉的。我们被预先设定为购买，我们期望因为做了我们被教导要做的事情而得到回报。这就是恐惧如此强大的原因。这就是为什么当价格下跌时，我们会做出如此多愚蠢的决定（我在照镜子）。这也是为什么我们对失败者骑得太久，对胜利者砍得太快。</blockquote></p><p> We are not programmed nor taught how to sell. Yes, not wanting to admit being wrong is a factor in holding bags (losing stocks), however, that is rooted in our programming. Stocks are opportunity. Stocks aren't supposed to go down.</p><p><blockquote>我们没有被编程，也没有被教导如何销售。是的，不想承认错误是持有袋子（损失股票）的一个因素，然而，这植根于我们的编程。股票就是机会。股票不应该下跌。</blockquote></p><p> But they do. And it's okay. It's actually healthy for the long-term.</p><p><blockquote>但他们有。没关系。从长远来看，这实际上是健康的。</blockquote></p><p> So, remember, you don't have to buy every dip despite how loud some may yell. If you felt the squeeze of the past few days or weeks, then watch for a rally to sell. As we're working off some oversold conditions, you just might get that chance before the end of the week. Play your game, not the one someone else shouts in your ear.</p><p><blockquote>所以，请记住，你不必每次都买入，不管有些人喊得有多大声。如果你感受到了过去几天或几周的压力，那么就留意反弹卖出。由于我们正在解决一些超卖情况，您可能会在本周末之前获得这个机会。玩你的游戏，而不是别人在你耳边喊的游戏。</blockquote></p><p></p>","source":"lsy1619508253632","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>You Don't Have to Buy Every Dip Despite How Loud Some May Yell<blockquote>尽管有些人可能大喊大叫，但你不必每次都买入</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\">\nYou Don't Have to Buy Every Dip Despite How Loud Some May Yell<blockquote>尽管有些人可能大喊大叫，但你不必每次都买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Realmoney</strong><span class=\"h-time small\">2021-12-03 14:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>We're conditioned to buy.</p><p><blockquote>我们习惯于购买。</blockquote></p><p> Think about it. Every time the market dips, all we hear about is opportunities or this name is now undervalued or on sale. Buy the dip isn't simply a catchy saying. Buy the dip has been programmed into our brains since the first day we began trading. Few, if any, people start off their trading or investing careers looking for a company to short. Nope. We're all thinking about what we're going to buy first. Heck, a few lucky folks were gifted stock from a relative. Mom and Dad bought me some Disney (DIS) stock when I was a kid or something along those lines.</p><p><blockquote>好好想想。每次市场下跌时，我们听到的都是机会，或者这个名字现在被低估或正在出售。逢低买入不仅仅是一句朗朗上口的话。从我们开始交易的第一天起，逢低买入就被编入了我们的大脑。很少有人（如果有的话）在开始交易或投资生涯时会寻找一家可以做空的公司。没有。我们都在想我们要先买什么。见鬼，一些幸运的人从亲戚那里得到了股票。当我还是个孩子的时候，妈妈和爸爸给我买了一些迪士尼（DIS）股票或类似的东西。</blockquote></p><p> This is what makes bearish markets or choppy markets so difficult. We're conditioned to buy, and we expect stocks to move higher. If they don't, anxiety hits us. A myriad of concerns floods our brain because the action is almost counterintuitive. We're pre-programmed to buy, and we expect to be rewarded for doing what we've been taught to do. This is why fear is so powerful. It's the reason we make so many stupid decisions (I'm looking in the mirror) when prices drop. It is also why we ride losers too long and cut our winners too quickly.</p><p><blockquote>这就是熊市或波动市场如此困难的原因。我们习惯于买入，并且我们预计股市会走高。如果他们不这样做，焦虑就会降临到我们身上。无数的担忧充斥着我们的大脑，因为这个行为几乎是违反直觉的。我们被预先设定为购买，我们期望因为做了我们被教导要做的事情而得到回报。这就是恐惧如此强大的原因。这就是为什么当价格下跌时，我们会做出如此多愚蠢的决定（我在照镜子）。这也是为什么我们对失败者骑得太久，对胜利者砍得太快。</blockquote></p><p> We are not programmed nor taught how to sell. Yes, not wanting to admit being wrong is a factor in holding bags (losing stocks), however, that is rooted in our programming. Stocks are opportunity. Stocks aren't supposed to go down.</p><p><blockquote>我们没有被编程，也没有被教导如何销售。是的，不想承认错误是持有袋子（损失股票）的一个因素，然而，这植根于我们的编程。股票就是机会。股票不应该下跌。</blockquote></p><p> But they do. And it's okay. It's actually healthy for the long-term.</p><p><blockquote>但他们有。没关系。从长远来看，这实际上是健康的。</blockquote></p><p> So, remember, you don't have to buy every dip despite how loud some may yell. If you felt the squeeze of the past few days or weeks, then watch for a rally to sell. As we're working off some oversold conditions, you just might get that chance before the end of the week. Play your game, not the one someone else shouts in your ear.</p><p><blockquote>所以，请记住，你不必每次都买入，不管有些人喊得有多大声。如果你感受到了过去几天或几周的压力，那么就留意反弹卖出。由于我们正在解决一些超卖情况，您可能会在本周末之前获得这个机会。玩你的游戏，而不是别人在你耳边喊的游戏。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://realmoney.thestreet.com/investing/you-don-t-have-to-buy-every-dip-despite-how-loud-some-may-yell-15850633\">Realmoney</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://realmoney.thestreet.com/investing/you-don-t-have-to-buy-every-dip-despite-how-loud-some-may-yell-15850633","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139436884","content_text":"We're conditioned to buy.\nThink about it. Every time the market dips, all we hear about is opportunities or this name is now undervalued or on sale. Buy the dip isn't simply a catchy saying. Buy the dip has been programmed into our brains since the first day we began trading. Few, if any, people start off their trading or investing careers looking for a company to short. Nope. We're all thinking about what we're going to buy first. Heck, a few lucky folks were gifted stock from a relative. Mom and Dad bought me some Disney (DIS) stock when I was a kid or something along those lines.\nThis is what makes bearish markets or choppy markets so difficult. We're conditioned to buy, and we expect stocks to move higher. If they don't, anxiety hits us. A myriad of concerns floods our brain because the action is almost counterintuitive. We're pre-programmed to buy, and we expect to be rewarded for doing what we've been taught to do. This is why fear is so powerful. It's the reason we make so many stupid decisions (I'm looking in the mirror) when prices drop. It is also why we ride losers too long and cut our winners too quickly.\nWe are not programmed nor taught how to sell. Yes, not wanting to admit being wrong is a factor in holding bags (losing stocks), however, that is rooted in our programming. Stocks are opportunity. Stocks aren't supposed to go down.\nBut they do. And it's okay. It's actually healthy for the long-term.\nSo, remember, you don't have to buy every dip despite how loud some may yell. If you felt the squeeze of the past few days or weeks, then watch for a rally to sell. As we're working off some oversold conditions, you just might get that chance before the end of the week. Play your game, not the one someone else shouts in your ear.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603202436,"gmtCreate":1638409826551,"gmtModify":1638410381343,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603202436","repostId":"1160709181","repostType":4,"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603356770,"gmtCreate":1638369349107,"gmtModify":1638369349388,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603356770","repostId":"1116943890","repostType":4,"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603356564,"gmtCreate":1638369339564,"gmtModify":1638369339901,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603356564","repostId":"1116943890","repostType":4,"isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609663767,"gmtCreate":1638280102581,"gmtModify":1638280102674,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609663767","repostId":"1120422018","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600581704,"gmtCreate":1638174102880,"gmtModify":1638174133014,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600581704","repostId":"1124072014","repostType":4,"repost":{"id":"1124072014","kind":"news","pubTimestamp":1638140765,"share":"https://www.laohu8.com/m/news/1124072014?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为，11月份将有50万个工作岗位回归，招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”，在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始，未来几个月，”阿什沃斯补充道。“这表明工资增长将保持强劲，我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长5.0%，继10月份已经显着增长4.9%之后进一步加速，这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利，但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示，该指数年率上涨5.0%，创1990年以来最大涨幅。核心PCE（即美联储首选的剔除波动较大的食品和能源价格的通胀指标）同比上涨4.1%，为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上，并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点，打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。经济学家普遍预计，11月份劳动力参与率仅略有上升，达到61.7%，高于10月份的61.6%，但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平，并确保不同群体公平地看到就业增长，已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素，即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明，美联储将继续关注劳动力市场，将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已大幅提前。”“然而，正如鲍威尔主席11月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10月份待售房屋环比（预期0.7%，9月份-2.3%）；11月达拉斯联储制造业活动指数（预期17.0，10月14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>9月FHFA房价指数环比（预期为1.2%，8月为1.0%）；S&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;P CoreLogic Case-Shiller 20城市综合指数，9月（上月为19.66%）；11月MNI芝加哥PMI（预期67.0，10月68.4）；世界大型企业联合会11月消费者信心指数（预期110.0，10月113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA抵押贷款申请，11月26日（前一周为1.8%）；11月ADP就业变化（预期51.5万人，10月57.1万人）；Markit美国制造业PMI，11月终值（上月为59.1）；10月份建筑支出环比（预期0.5%，9月份-0.5%）；ISM制造业，11月（预期61.0，10月60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11月（10月-71.7%）；截至11月27日当周首次申请失业救济人数（前一周为199,000人）；11月20日持续申请失业救济人数（前一周为2.049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11月非农就业人数变化（预期50万，10月53.1万）；11月失业率（预期4.5%，10月4.6%）；11月平均时薪环比（预期0.4%，10月0.4%）；11月平均时薪同比（预期5.0%，10月4.9%）；Markit美国服务业PMI，11月最终数据（上一期为57.0）；Markit美国综合PMI，11月最终数据（上一期为56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10月份最终（上次打印为-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General(DG)、Kroger(KR)开盘前；Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</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\">\nNovember jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为，11月份将有50万个工作岗位回归，招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”，在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始，未来几个月，”阿什沃斯补充道。“这表明工资增长将保持强劲，我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长5.0%，继10月份已经显着增长4.9%之后进一步加速，这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利，但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示，该指数年率上涨5.0%，创1990年以来最大涨幅。核心PCE（即美联储首选的剔除波动较大的食品和能源价格的通胀指标）同比上涨4.1%，为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上，并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点，打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。经济学家普遍预计，11月份劳动力参与率仅略有上升，达到61.7%，高于10月份的61.6%，但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平，并确保不同群体公平地看到就业增长，已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素，即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明，美联储将继续关注劳动力市场，将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已大幅提前。”“然而，正如鲍威尔主席11月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10月份待售房屋环比（预期0.7%，9月份-2.3%）；11月达拉斯联储制造业活动指数（预期17.0，10月14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>9月FHFA房价指数环比（预期为1.2%，8月为1.0%）；S&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;P CoreLogic Case-Shiller 20城市综合指数，9月（上月为19.66%）；11月MNI芝加哥PMI（预期67.0，10月68.4）；世界大型企业联合会11月消费者信心指数（预期110.0，10月113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA抵押贷款申请，11月26日（前一周为1.8%）；11月ADP就业变化（预期51.5万人，10月57.1万人）；Markit美国制造业PMI，11月终值（上月为59.1）；10月份建筑支出环比（预期0.5%，9月份-0.5%）；ISM制造业，11月（预期61.0，10月60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11月（10月-71.7%）；截至11月27日当周首次申请失业救济人数（前一周为199,000人）；11月20日持续申请失业救济人数（前一周为2.049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11月非农就业人数变化（预期50万，10月53.1万）；11月失业率（预期4.5%，10月4.6%）；11月平均时薪环比（预期0.4%，10月0.4%）；11月平均时薪同比（预期5.0%，10月4.9%）；Markit美国服务业PMI，11月最终数据（上一期为57.0）；Markit美国综合PMI，11月最终数据（上一期为56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10月份最终（上次打印为-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General(DG)、Kroger(KR)开盘前；Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html\">yahoo</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":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for release","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877432565,"gmtCreate":1637970328997,"gmtModify":1637970632560,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090312551875200","idStr":"4090312551875200"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877432565","repostId":"1180819201","repostType":4,"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":843349918,"gmtCreate":1635810177011,"gmtModify":1635810177086,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/843349918","repostId":"2180209403","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840353354,"gmtCreate":1635594879168,"gmtModify":1635594879284,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/840353354","repostId":"2179223688","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608084956,"gmtCreate":1638582020997,"gmtModify":1638582021138,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/608084956","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866531033,"gmtCreate":1632789368422,"gmtModify":1632797585710,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/866531033","repostId":"1145220085","repostType":4,"repost":{"id":"1145220085","kind":"news","pubTimestamp":1632789238,"share":"https://www.laohu8.com/m/news/1145220085?lang=zh_CN&edition=full","pubTime":"2021-09-28 08:33","market":"us","language":"en","title":"Why 4430 Is A Crucial Line In The Sand For The S&P 500 This Week<blockquote>为什么4430是本周标普500的关键线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145220085","media":"zerohedge","summary":"After a strong overnight session, S&P has slumped since the European open, back in the red and hover","content":"<p>After a strong overnight session, S&amp;P has slumped since the European open, back in the red and hovering at a critical technical level for the week...</p><p><blockquote>在经历了强劲的隔夜交易后，S&amp;P自欧洲公开赛以来一直在下跌，回到红色，并在本周的关键技术水平徘徊...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a1257735c0ebba1138e253c2e1b81e95\" tg-width=\"1280\" tg-height=\"699\" width=\"100%\" height=\"auto\"><i>As SpotGamma details</i>,<b>a big point of conversation this week will be the quarterly JPM collar roll, which currently holds short calls at 4430</b>(morehere). These calls expire and are likely rolled on 9/30 (Thursday) – an expiration which currently holds &gt;20% of total SPX gamma. The size of this expiration likely invokes some volatility (i.e. gamma “unclenching”) in/around Thursday.</p><p><blockquote><i>作为SpotGamma详细信息</i>,<b>本周的一个重要话题将是季度摩根大通领卷，目前评级空头价格为4430</b>（更多信息请参见此处）。这些评级到期，可能会在9月30日（星期四）滚动——目前持有SPX gamma总额的20%以上。此次到期的规模可能会在周四左右引发一些波动（即伽马“松动”）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f25e1e9c1aa0748404978ab3092135ee\" tg-width=\"1079\" tg-height=\"536\" width=\"100%\" height=\"auto\">As you can see above the gamma tied to this 4430 strike is still less than that of 4400/4450, and we think this overall position provides decent support on any drawdown.</p><p><blockquote>正如您在上面看到的，与4430罢工相关的伽马仍然低于4400/4450，我们认为这一整体位置在任何回撤时都提供了不错的支撑。</blockquote></p><p> SpotGammanotes that the<b>4500 Call Wall remains our upside target</b>for this week.</p><p><blockquote>SpotGamma注意到<b>4500看涨期权墙仍然是我们的上行目标</b>这周。</blockquote></p><p> For the downside it would take a pretty decent punch to break 4400.<b>If 4400 is breached we think volatility expands drastically due to negative gamma.</b>We anticipate 4400 being the critical support line into Thursdays expiration.</p><p><blockquote>不利的一面是，要突破4400点需要相当大的一击。<b>如果突破4400点，我们认为由于负伽马值，波动性会急剧扩大。</b>我们预计4400点将成为周四到期前的关键支撑线。</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 4430 Is A Crucial Line In The Sand For The S&P 500 This Week<blockquote>为什么4430是本周标普500的关键线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy 4430 Is A Crucial Line In The Sand For The S&P 500 This Week<blockquote>为什么4430是本周标普500的关键线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-28 08:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a strong overnight session, S&amp;P has slumped since the European open, back in the red and hovering at a critical technical level for the week...</p><p><blockquote>在经历了强劲的隔夜交易后，S&amp;P自欧洲公开赛以来一直在下跌，回到红色，并在本周的关键技术水平徘徊...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a1257735c0ebba1138e253c2e1b81e95\" tg-width=\"1280\" tg-height=\"699\" width=\"100%\" height=\"auto\"><i>As SpotGamma details</i>,<b>a big point of conversation this week will be the quarterly JPM collar roll, which currently holds short calls at 4430</b>(morehere). These calls expire and are likely rolled on 9/30 (Thursday) – an expiration which currently holds &gt;20% of total SPX gamma. The size of this expiration likely invokes some volatility (i.e. gamma “unclenching”) in/around Thursday.</p><p><blockquote><i>作为SpotGamma详细信息</i>,<b>本周的一个重要话题将是季度摩根大通领卷，目前评级空头价格为4430</b>（更多信息请参见此处）。这些评级到期，可能会在9月30日（星期四）滚动——目前持有SPX gamma总额的20%以上。此次到期的规模可能会在周四左右引发一些波动（即伽马“松动”）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f25e1e9c1aa0748404978ab3092135ee\" tg-width=\"1079\" tg-height=\"536\" width=\"100%\" height=\"auto\">As you can see above the gamma tied to this 4430 strike is still less than that of 4400/4450, and we think this overall position provides decent support on any drawdown.</p><p><blockquote>正如您在上面看到的，与4430罢工相关的伽马仍然低于4400/4450，我们认为这一整体位置在任何回撤时都提供了不错的支撑。</blockquote></p><p> SpotGammanotes that the<b>4500 Call Wall remains our upside target</b>for this week.</p><p><blockquote>SpotGamma注意到<b>4500看涨期权墙仍然是我们的上行目标</b>这周。</blockquote></p><p> For the downside it would take a pretty decent punch to break 4400.<b>If 4400 is breached we think volatility expands drastically due to negative gamma.</b>We anticipate 4400 being the critical support line into Thursdays expiration.</p><p><blockquote>不利的一面是，要突破4400点需要相当大的一击。<b>如果突破4400点，我们认为由于负伽马值，波动性会急剧扩大。</b>我们预计4400点将成为周四到期前的关键支撑线。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/why-4430-crucial-line-sand-sp-500-week\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/why-4430-crucial-line-sand-sp-500-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145220085","content_text":"After a strong overnight session, S&P has slumped since the European open, back in the red and hovering at a critical technical level for the week...\nAs SpotGamma details,a big point of conversation this week will be the quarterly JPM collar roll, which currently holds short calls at 4430(morehere). These calls expire and are likely rolled on 9/30 (Thursday) – an expiration which currently holds >20% of total SPX gamma. The size of this expiration likely invokes some volatility (i.e. gamma “unclenching”) in/around Thursday.\nAs you can see above the gamma tied to this 4430 strike is still less than that of 4400/4450, and we think this overall position provides decent support on any drawdown.\nSpotGammanotes that the4500 Call Wall remains our upside targetfor this week.\nFor the downside it would take a pretty decent punch to break 4400.If 4400 is breached we think volatility expands drastically due to negative gamma.We anticipate 4400 being the critical support line into Thursdays expiration.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607138628,"gmtCreate":1639495811014,"gmtModify":1639495811214,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607138628","repostId":"2191955334","repostType":4,"isVote":1,"tweetType":1,"viewCount":2574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873128282,"gmtCreate":1636891029698,"gmtModify":1636891029789,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873128282","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873453020,"gmtCreate":1636980133076,"gmtModify":1636980133167,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873453020","repostId":"1109442133","repostType":4,"repost":{"id":"1109442133","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":1636979590,"share":"https://www.laohu8.com/m/news/1109442133?lang=zh_CN&edition=full","pubTime":"2021-11-15 20:33","market":"us","language":"en","title":"Oatly Group AB slid over 15% in premarket trading as its revenue was lower than expected<blockquote>由于收入低于预期，Oatly Group AB在盘前交易中下跌超过15%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109442133","media":"Tiger Newspress","summary":"Oatly Group AB slid over 15% in premarket trading as its revenue was lower than expected.The company","content":"<p>Oatly&nbsp;Group&nbsp;AB&nbsp;slid&nbsp;over&nbsp;15%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;as&nbsp;its&nbsp;revenue was lower than expected.<img src=\"https://static.tigerbbs.com/47d95a0771f452a59e869a1e3f648028\" tg-width=\"773\" tg-height=\"565\" width=\"100%\" height=\"auto\">The&nbsp;company&nbsp;announced its financial report for the third quarter of 2021.In&nbsp;the&nbsp;third&nbsp;quarter,&nbsp;its&nbsp;revenue was&nbsp;$171.1 million, a 49.2% increase compared to $114.7 million in the prior year period; as expected there was a benefit to revenue from foreign exchange, the benefit was approximately $4.4 million.Its&nbsp;gross profit was $44.9 million, or a 26.2% gross profit margin, compared to $36.0 million, or a 31.3% gross profit margin, in the prior year period.</p><p><blockquote>由于收入低于预期，Oatly Group AB在盘前交易中下跌超过15%。公司公布了2021年第三季度财报，第三季度营收为1.711亿美元，与上年同期的1.147亿美元相比增长49.2%；正如预期的那样，外汇收入受益约为440万美元。其毛利润为4490万美元，毛利率为26.2%，而去年同期为3600万美元，毛利率为31.3%。</blockquote></p><p> Oatly Group said it expects revenue to exceed $635 million in fiscal 2021. In the long run, the company expects the total gross profit margin to exceed 40%.</p><p><blockquote>Oatly集团表示，预计2021财年营收将超过6.35亿美元。长期来看，公司预计总毛利率将超过40%。</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>Oatly Group AB slid over 15% in premarket trading as its revenue was lower than expected<blockquote>由于收入低于预期，Oatly Group AB在盘前交易中下跌超过15%</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\">\nOatly Group AB slid over 15% in premarket trading as its revenue was lower than expected<blockquote>由于收入低于预期，Oatly Group AB在盘前交易中下跌超过15%</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\">2021-11-15 20:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Oatly&nbsp;Group&nbsp;AB&nbsp;slid&nbsp;over&nbsp;15%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;as&nbsp;its&nbsp;revenue was lower than expected.<img src=\"https://static.tigerbbs.com/47d95a0771f452a59e869a1e3f648028\" tg-width=\"773\" tg-height=\"565\" width=\"100%\" height=\"auto\">The&nbsp;company&nbsp;announced its financial report for the third quarter of 2021.In&nbsp;the&nbsp;third&nbsp;quarter,&nbsp;its&nbsp;revenue was&nbsp;$171.1 million, a 49.2% increase compared to $114.7 million in the prior year period; as expected there was a benefit to revenue from foreign exchange, the benefit was approximately $4.4 million.Its&nbsp;gross profit was $44.9 million, or a 26.2% gross profit margin, compared to $36.0 million, or a 31.3% gross profit margin, in the prior year period.</p><p><blockquote>由于收入低于预期，Oatly Group AB在盘前交易中下跌超过15%。公司公布了2021年第三季度财报，第三季度营收为1.711亿美元，与上年同期的1.147亿美元相比增长49.2%；正如预期的那样，外汇收入受益约为440万美元。其毛利润为4490万美元，毛利率为26.2%，而去年同期为3600万美元，毛利率为31.3%。</blockquote></p><p> Oatly Group said it expects revenue to exceed $635 million in fiscal 2021. In the long run, the company expects the total gross profit margin to exceed 40%.</p><p><blockquote>Oatly集团表示，预计2021财年营收将超过6.35亿美元。长期来看，公司预计总毛利率将超过40%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OTLY":"Oatly Group AB"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109442133","content_text":"Oatly Group AB slid over 15% in premarket trading as its revenue was lower than expected.The company announced its financial report for the third quarter of 2021.In the third quarter, its revenue was $171.1 million, a 49.2% increase compared to $114.7 million in the prior year period; as expected there was a benefit to revenue from foreign exchange, the benefit was approximately $4.4 million.Its gross profit was $44.9 million, or a 26.2% gross profit margin, compared to $36.0 million, or a 31.3% gross profit margin, in the prior year period.\nOatly Group said it expects revenue to exceed $635 million in fiscal 2021. In the long run, the company expects the total gross profit margin to exceed 40%.","news_type":1,"symbols_score_info":{"OTLY":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879363294,"gmtCreate":1636682769185,"gmtModify":1636683290114,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879363294","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842890522,"gmtCreate":1636159886985,"gmtModify":1636159887221,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842890522","repostId":"1173813098","repostType":4,"isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846847100,"gmtCreate":1636075257015,"gmtModify":1636075257763,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/846847100","repostId":"1128227989","repostType":4,"repost":{"id":"1128227989","kind":"news","pubTimestamp":1636067303,"share":"https://www.laohu8.com/m/news/1128227989?lang=zh_CN&edition=full","pubTime":"2021-11-05 07:08","market":"us","language":"en","title":"S&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下，标普500和纳斯达克延续了创纪录的连胜纪录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128227989","media":"Reuters","summary":" - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.Financials dropped 1","content":"<p>(Reuters) - The S&amp;P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.</p><p><blockquote>（路透社）-标普500和纳斯达克周四上涨，将收盘纪录高位连涨至六个交易日，因高通强劲的财务预测以及投资者消化了美联储开始减少月度债券购买的决定后，芯片制造商股市飙升。</blockquote></p><p> The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase &amp; Co and Goldman Sachs Group weighed on the blue-chip index.</p><p><blockquote>道琼斯工业平均指数小幅下跌，结束了四点收盘的纪录。摩根大通和高盛集团银行股的下跌打压了蓝筹股指数。</blockquote></p><p> Financials dropped 1.3%, most among S&amp;P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.</p><p><blockquote>金融股下跌1.3%，其中大部分是标普500板块，因美国国债收益率下跌，在美联储表示不急于加息的第二天，市场解除了对美联储更快加息的预期。</blockquote></p><p> “The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.</p><p><blockquote>John Hancock Investment Management联席首席投资策略师马修·米斯金(Matthew Miskin)表示：“市场的增长方今天看到了更积极的结果，因为它们受益于收益率的下降。”</blockquote></p><p> “The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”</p><p><blockquote>“鉴于美联储宣布缩减规模，市场总体上一直在为更高的收益率做准备。当我们今天走进来时，这种情况已经发生了逆转。”</blockquote></p><p> The Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&amp;P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.</p><p><blockquote>道琼斯工业平均指数下跌33.35点，跌幅0.09%，至36,124.23点；标普500上涨19.49点，跌幅0.42%，至4,680.06点；纳斯达克综合指数上涨128.72点，跌幅0.81%，至15,940.31点。</blockquote></p><p> The S&amp;P 500 growth index rose 1.2% while the S&amp;P 500 value index fell 0.5%.</p><p><blockquote>标普500增长指数上涨1.2%，标普500价值指数下跌0.5%。</blockquote></p><p> Among S&amp;P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.</p><p><blockquote>标普500板块中，科技和非必需消费品领涨，均上涨约1.5%。</blockquote></p><p> Qualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.</p><p><blockquote>高通股价上涨12.7%，该公司预测本季度利润和收入好于预期，原因是手机、汽车和其他互联网连接设备所用芯片的需求飙升。</blockquote></p><p> The Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.</p><p><blockquote>费城SE半导体指数上涨3.5%，英伟达飙升12%。</blockquote></p><p> Better-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&amp;P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.</p><p><blockquote>好于预期的第三季度收益有助于提振股市情绪。根据Refinitiv IBES的数据，约有420家公司发布了财报，预计标普500第三季度盈利将同比增长41.2%。</blockquote></p><p> “The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.</p><p><blockquote>爱德华·琼斯投资策略师克雷格·费尔表示：“企业盈利情况仍然相当光明。”</blockquote></p><p> “The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”</p><p><blockquote>“市场正在奖励那些超出预期并上调前景的公司，而市场正在惩罚那些本季度未达到预期的公司，也许更重要的是，这预示着前景更加糟糕。”</blockquote></p><p> Moderna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&amp;P 500 healthcare sector, which fell 0.8%.</p><p><blockquote>Moderna股价暴跌约18%，该公司将其COVID-19疫苗2021年的销售预测削减了多达50亿美元，并努力灌装和分销小瓶，以满足前所未有的全球需求。Moderna股价拖累标普500医疗保健板块，该板块下跌0.8%。</blockquote></p><p> Data showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.</p><p><blockquote>数据显示，上周美国新申请失业救济人数降至近20个月来的最低水平，表明经济正在恢复动力。投资者将从周五的月度就业报告中获得对经济的批判性看法。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-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1.12比1；在纳斯达克，1.24比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.</p><p><blockquote>标普500创下75个52周新高和5个新低；纳斯达克综合指数录得224个新高和38个新低。</blockquote></p><p> About 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有113亿股易手，高于过去20个交易日104亿股的日均水平。</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, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下，标普500和纳斯达克延续了创纪录的连胜纪录</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, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下，标普500和纳斯达克延续了创纪录的连胜纪录</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-05 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The S&amp;P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.</p><p><blockquote>（路透社）-标普500和纳斯达克周四上涨，将收盘纪录高位连涨至六个交易日，因高通强劲的财务预测以及投资者消化了美联储开始减少月度债券购买的决定后，芯片制造商股市飙升。</blockquote></p><p> The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase &amp; Co and Goldman Sachs Group weighed on the blue-chip index.</p><p><blockquote>道琼斯工业平均指数小幅下跌，结束了四点收盘的纪录。摩根大通和高盛集团银行股的下跌打压了蓝筹股指数。</blockquote></p><p> Financials dropped 1.3%, most among S&amp;P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.</p><p><blockquote>金融股下跌1.3%，其中大部分是标普500板块，因美国国债收益率下跌，在美联储表示不急于加息的第二天，市场解除了对美联储更快加息的预期。</blockquote></p><p> “The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.</p><p><blockquote>John Hancock Investment Management联席首席投资策略师马修·米斯金(Matthew Miskin)表示：“市场的增长方今天看到了更积极的结果，因为它们受益于收益率的下降。”</blockquote></p><p> “The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”</p><p><blockquote>“鉴于美联储宣布缩减规模，市场总体上一直在为更高的收益率做准备。当我们今天走进来时，这种情况已经发生了逆转。”</blockquote></p><p> The Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&amp;P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.</p><p><blockquote>道琼斯工业平均指数下跌33.35点，跌幅0.09%，至36,124.23点；标普500上涨19.49点，跌幅0.42%，至4,680.06点；纳斯达克综合指数上涨128.72点，跌幅0.81%，至15,940.31点。</blockquote></p><p> The S&amp;P 500 growth index rose 1.2% while the S&amp;P 500 value index fell 0.5%.</p><p><blockquote>标普500增长指数上涨1.2%，标普500价值指数下跌0.5%。</blockquote></p><p> Among S&amp;P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.</p><p><blockquote>标普500板块中，科技和非必需消费品领涨，均上涨约1.5%。</blockquote></p><p> Qualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.</p><p><blockquote>高通股价上涨12.7%，该公司预测本季度利润和收入好于预期，原因是手机、汽车和其他互联网连接设备所用芯片的需求飙升。</blockquote></p><p> The Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.</p><p><blockquote>费城SE半导体指数上涨3.5%，英伟达飙升12%。</blockquote></p><p> Better-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&amp;P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.</p><p><blockquote>好于预期的第三季度收益有助于提振股市情绪。根据Refinitiv IBES的数据，约有420家公司发布了财报，预计标普500第三季度盈利将同比增长41.2%。</blockquote></p><p> “The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.</p><p><blockquote>爱德华·琼斯投资策略师克雷格·费尔表示：“企业盈利情况仍然相当光明。”</blockquote></p><p> “The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”</p><p><blockquote>“市场正在奖励那些超出预期并上调前景的公司，而市场正在惩罚那些本季度未达到预期的公司，也许更重要的是，这预示着前景更加糟糕。”</blockquote></p><p> Moderna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&amp;P 500 healthcare sector, which fell 0.8%.</p><p><blockquote>Moderna股价暴跌约18%，该公司将其COVID-19疫苗2021年的销售预测削减了多达50亿美元，并努力灌装和分销小瓶，以满足前所未有的全球需求。Moderna股价拖累标普500医疗保健板块，该板块下跌0.8%。</blockquote></p><p> Data showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.</p><p><blockquote>数据显示，上周美国新申请失业救济人数降至近20个月来的最低水平，表明经济正在恢复动力。投资者将从周五的月度就业报告中获得对经济的批判性看法。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-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1.12比1；在纳斯达克，1.24比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.</p><p><blockquote>标普500创下75个52周新高和5个新低；纳斯达克综合指数录得224个新高和38个新低。</blockquote></p><p> About 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有113亿股易手，高于过去20个交易日104亿股的日均水平。</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-nasdaq-extend-record-streaks-with-boost-from-chip-growth-shares-idUSL1N2RV2T0\">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":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SSO":"2倍做多标普500ETF-ProShares",".DJI":"道琼斯","IVV":"标普500ETF-iShares"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-nasdaq-extend-record-streaks-with-boost-from-chip-growth-shares-idUSL1N2RV2T0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128227989","content_text":"(Reuters) - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.\nThe Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.\nFinancials dropped 1.3%, most among S&P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.\n“The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.\n“The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”\nThe Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.\nThe S&P 500 growth index rose 1.2% while the S&P 500 value index fell 0.5%.\nAmong S&P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.\nQualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.\nThe Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.\nBetter-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.\n“The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.\n“The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”\nModerna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&P 500 healthcare sector, which fell 0.8%.\nData showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.\nThe S&P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.\nAbout 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"OEF":0.9,"IVV":0.9,"OEX":0.9,".IXIC":0.9,"SDS":0.9,"SH":0.9,"SSO":0.9,"ESmain":0.9,"SPXU":0.9,".SPX":0.9,"UPRO":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811142489,"gmtCreate":1630302411941,"gmtModify":1704958082020,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"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/811142489","repostId":"2163776380","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699844089,"gmtCreate":1639786071036,"gmtModify":1639786071216,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699844089","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":2675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875810382,"gmtCreate":1637631140827,"gmtModify":1637631140917,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875810382","repostId":"2185306806","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876816378,"gmtCreate":1637290229937,"gmtModify":1637290230024,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876816378","repostId":"1185082595","repostType":4,"repost":{"id":"1185082595","kind":"news","pubTimestamp":1637276340,"share":"https://www.laohu8.com/m/news/1185082595?lang=zh_CN&edition=full","pubTime":"2021-11-19 06:59","market":"us","language":"en","title":"S&P 500, Nasdaq hit record closing highs<blockquote>标普500、纳斯达克创收盘新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185082595","media":"Reuters","summary":"(Reuters) - The S&P 500 and Nasdaq notched record closing highs on Thursday, boosted by upbeat corpo","content":"<p>(Reuters) - The S&amp;P 500 and Nasdaq notched record closing highs on Thursday, boosted by upbeat corporate earnings news from companies including <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, while Turkey's lira weakened further after its central bank cut rates.</p><p><blockquote>（路透社）-标普500和纳斯达克周四创下历史收盘新高，受包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，而土耳其央行降息后里拉进一步走软。</blockquote></p><p> MSCI's gauge of stocks across the globe was flat, and the Dow Jones industrial average ended lower.Nvidia's stock jumped and was among the biggest supports for the S&amp;P 500 and Nasdaq after it beat quarterly estimates and forecast strong fourth-quarter revenue. Macy's(M.N)shares shot up 21.2% after it raised its earnings outlook.</p><p><blockquote>摩根士丹利资本国际(MSCI)全球股票指数持平，道琼斯工业平均指数收低。英伟达股价上涨，在超出季度预期并预测第四季度收入强劲后，成为标普500和纳斯达克的最大支撑之一。梅西百货(M.N)上调盈利预期后，股价飙升21.2%。</blockquote></p><p> On the flip side, <a href=\"https://laohu8.com/S/CSCO\">Cisco Systems</a>&nbsp;shares fell 5.5%, a day after it forecast current-quarter revenue below expectations due to supply chain shortages and delays. It was the latest in a growing list of U.S. companies citing supply chain problems.</p><p><blockquote>另一方面，<a href=\"https://laohu8.com/S/CSCO\">思科系统</a>该公司股价下跌5.5%，此前一天，该公司预测本季度营收因供应链短缺和延误而低于预期。这是越来越多以供应链问题为由的美国公司中的最新一家。</blockquote></p><p> Investors have been concerned over further increases in price pressures. Retail giant <a href=\"https://laohu8.com/S/TGT\">Target</a>&nbsp;warned of higher costs earlier this week.</p><p><blockquote>投资者一直担心价格压力进一步加大。零售巨头<a href=\"https://laohu8.com/S/TGT\">目标</a>本周早些时候警告成本上升。</blockquote></p><p> New York Federal Reserve Bank President John Williams said Thursday that inflation is becoming more broad-based and that expectations for future price increases are rising.</p><p><blockquote>纽约联邦储备银行行长约翰·威廉姆斯周四表示，通胀正变得更加广泛，对未来物价上涨的预期正在上升。</blockquote></p><p> The Dow Jones Industrial Average(.DJI)&nbsp;fell 60.1 points, or 0.17%, to 35,870.95, the S&amp;P 500(.SPX)gained 15.87 points, or 0.34%, to 4,704.54 and the Nasdaq Composite(.IXIC)&nbsp;added 72.14 points, or 0.45%, to 15,993.71.</p><p><blockquote>道琼斯工业平均指数(.DJI)下跌60.1点，跌幅0.17%，至35,870.95点，标普500(.SPX)上涨15.87点，跌幅0.34%，至4,704.54点，纳斯达克综合指数(.IXIC)上涨72.14点，涨幅0.45%，至15,993.71点。</blockquote></p><p> The pan-European STOXX 600 index(.STOXX)lost 0.46% and MSCI's gauge of stocks across the globe(.MIWD00000PUS)gained 0.03%.</p><p><blockquote>泛欧斯托克600指数(.STOXX)下跌0.46%，摩根士丹利资本国际全球股票指数(.MIWD00000PUS)上涨0.03%。</blockquote></p><p> Turkey's lira shed another 2.83% after its central bank cut rates by 100 basis points to 15%, even in the face of inflation near 20%, sending the Turkish currency hurtling southward.</p><p><blockquote>土耳其央行降息100个基点至15%，尽管通胀率接近20%，但土耳其里拉仍下跌2.83%，导致土耳其货币大幅下跌。</blockquote></p><p> \"The lira remains a punching bag, and further weakness has no end in sight,\" said Edward Moya, senior market analyst at Oanda.</p><p><blockquote>Oanda高级市场分析师Edward Moya表示：“里拉仍然是一个出气筒，进一步疲软看不到尽头。”</blockquote></p><p> The lira has lost around 11.5% of its value this month amid President Tayyip Erdogan's renewed criticism of interest rates and calls for stimulus despite the risks. It was last at 10.909, having earlier hit a record low of 11.30 per dollar.</p><p><blockquote>尽管存在风险，但由于总统塔伊普·埃尔多安(Tayyip Erdogan)再次批评利率和刺激评级，里拉本月已贬值约11.5%。最新收于10.909美元，此前曾触及1美元兑11.30美元的历史低点。</blockquote></p><p> The dollar edged back from a 16-month high as traders weighed whether the U.S. currency's recent surge had gone too far.</p><p><blockquote>美元从16个月高点小幅回落，因交易员权衡美元近期的飙升是否走得太远。</blockquote></p><p> The dollar index , which measures the currency against a basket of six rivals, was last down 0.3%.</p><p><blockquote>衡量货币兑一篮子六个竞争对手的美元指数最新下跌0.3%。</blockquote></p><p> In the U.S. Treasury market, yields fell after the relative success of a 20-year bond auction on Wednesday reduced fears about further rapid yield increases.</p><p><blockquote>在美国国债市场，周三20年期公债标售相对成功，降低了对收益率进一步快速上升的担忧，收益率下跌。</blockquote></p><p> Benchmark 10-year notes were last at 1.587%. They have jumped from a low of 1.415% last week and are holding below five-month highs of 1.705% reached on Oct. 21.</p><p><blockquote>基准10年期国债最新报1.587%。该指数已从上周1.415%的低点跃升，目前仍低于10月21日触及的五个月高点1.705%。</blockquote></p><p> Oil prices rose slightly after dropping to six-week lows.</p><p><blockquote>油价在跌至六周低点后小幅上涨。</blockquote></p><p> Brent crude settled up 96 cents, or 1.2%, at $81.24 a barrel, while U.S. West Texas Intermediate crude futures closed 65 cents, or 0.8%, higher at $79.01.</p><p><blockquote>布伦特原油收涨96美分，或1.2%，报每桶81.24美元，美国西德克萨斯中质原油期货收涨65美分，或0.8%，报每桶79.01美元。</blockquote></p><p> U.S. gold futures settled down 0.5% at $1,861.4.</p><p><blockquote>美国黄金期货收跌0.5%，报1861.4美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Nasdaq hit record closing highs<blockquote>标普500、纳斯达克创收盘新高</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\">\nS&P 500, Nasdaq hit record closing highs<blockquote>标普500、纳斯达克创收盘新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-19 06:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The S&amp;P 500 and Nasdaq notched record closing highs on Thursday, boosted by upbeat corporate earnings news from companies including <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, while Turkey's lira weakened further after its central bank cut rates.</p><p><blockquote>（路透社）-标普500和纳斯达克周四创下历史收盘新高，受包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，而土耳其央行降息后里拉进一步走软。</blockquote></p><p> MSCI's gauge of stocks across the globe was flat, and the Dow Jones industrial average ended lower.Nvidia's stock jumped and was among the biggest supports for the S&amp;P 500 and Nasdaq after it beat quarterly estimates and forecast strong fourth-quarter revenue. Macy's(M.N)shares shot up 21.2% after it raised its earnings outlook.</p><p><blockquote>摩根士丹利资本国际(MSCI)全球股票指数持平，道琼斯工业平均指数收低。英伟达股价上涨，在超出季度预期并预测第四季度收入强劲后，成为标普500和纳斯达克的最大支撑之一。梅西百货(M.N)上调盈利预期后，股价飙升21.2%。</blockquote></p><p> On the flip side, <a href=\"https://laohu8.com/S/CSCO\">Cisco Systems</a>&nbsp;shares fell 5.5%, a day after it forecast current-quarter revenue below expectations due to supply chain shortages and delays. It was the latest in a growing list of U.S. companies citing supply chain problems.</p><p><blockquote>另一方面，<a href=\"https://laohu8.com/S/CSCO\">思科系统</a>该公司股价下跌5.5%，此前一天，该公司预测本季度营收因供应链短缺和延误而低于预期。这是越来越多以供应链问题为由的美国公司中的最新一家。</blockquote></p><p> Investors have been concerned over further increases in price pressures. Retail giant <a href=\"https://laohu8.com/S/TGT\">Target</a>&nbsp;warned of higher costs earlier this week.</p><p><blockquote>投资者一直担心价格压力进一步加大。零售巨头<a href=\"https://laohu8.com/S/TGT\">目标</a>本周早些时候警告成本上升。</blockquote></p><p> New York Federal Reserve Bank President John Williams said Thursday that inflation is becoming more broad-based and that expectations for future price increases are rising.</p><p><blockquote>纽约联邦储备银行行长约翰·威廉姆斯周四表示，通胀正变得更加广泛，对未来物价上涨的预期正在上升。</blockquote></p><p> The Dow Jones Industrial Average(.DJI)&nbsp;fell 60.1 points, or 0.17%, to 35,870.95, the S&amp;P 500(.SPX)gained 15.87 points, or 0.34%, to 4,704.54 and the Nasdaq Composite(.IXIC)&nbsp;added 72.14 points, or 0.45%, to 15,993.71.</p><p><blockquote>道琼斯工业平均指数(.DJI)下跌60.1点，跌幅0.17%，至35,870.95点，标普500(.SPX)上涨15.87点，跌幅0.34%，至4,704.54点，纳斯达克综合指数(.IXIC)上涨72.14点，涨幅0.45%，至15,993.71点。</blockquote></p><p> The pan-European STOXX 600 index(.STOXX)lost 0.46% and MSCI's gauge of stocks across the globe(.MIWD00000PUS)gained 0.03%.</p><p><blockquote>泛欧斯托克600指数(.STOXX)下跌0.46%，摩根士丹利资本国际全球股票指数(.MIWD00000PUS)上涨0.03%。</blockquote></p><p> Turkey's lira shed another 2.83% after its central bank cut rates by 100 basis points to 15%, even in the face of inflation near 20%, sending the Turkish currency hurtling southward.</p><p><blockquote>土耳其央行降息100个基点至15%，尽管通胀率接近20%，但土耳其里拉仍下跌2.83%，导致土耳其货币大幅下跌。</blockquote></p><p> \"The lira remains a punching bag, and further weakness has no end in sight,\" said Edward Moya, senior market analyst at Oanda.</p><p><blockquote>Oanda高级市场分析师Edward Moya表示：“里拉仍然是一个出气筒，进一步疲软看不到尽头。”</blockquote></p><p> The lira has lost around 11.5% of its value this month amid President Tayyip Erdogan's renewed criticism of interest rates and calls for stimulus despite the risks. It was last at 10.909, having earlier hit a record low of 11.30 per dollar.</p><p><blockquote>尽管存在风险，但由于总统塔伊普·埃尔多安(Tayyip Erdogan)再次批评利率和刺激评级，里拉本月已贬值约11.5%。最新收于10.909美元，此前曾触及1美元兑11.30美元的历史低点。</blockquote></p><p> The dollar edged back from a 16-month high as traders weighed whether the U.S. currency's recent surge had gone too far.</p><p><blockquote>美元从16个月高点小幅回落，因交易员权衡美元近期的飙升是否走得太远。</blockquote></p><p> The dollar index , which measures the currency against a basket of six rivals, was last down 0.3%.</p><p><blockquote>衡量货币兑一篮子六个竞争对手的美元指数最新下跌0.3%。</blockquote></p><p> In the U.S. Treasury market, yields fell after the relative success of a 20-year bond auction on Wednesday reduced fears about further rapid yield increases.</p><p><blockquote>在美国国债市场，周三20年期公债标售相对成功，降低了对收益率进一步快速上升的担忧，收益率下跌。</blockquote></p><p> Benchmark 10-year notes were last at 1.587%. They have jumped from a low of 1.415% last week and are holding below five-month highs of 1.705% reached on Oct. 21.</p><p><blockquote>基准10年期国债最新报1.587%。该指数已从上周1.415%的低点跃升，目前仍低于10月21日触及的五个月高点1.705%。</blockquote></p><p> Oil prices rose slightly after dropping to six-week lows.</p><p><blockquote>油价在跌至六周低点后小幅上涨。</blockquote></p><p> Brent crude settled up 96 cents, or 1.2%, at $81.24 a barrel, while U.S. West Texas Intermediate crude futures closed 65 cents, or 0.8%, higher at $79.01.</p><p><blockquote>布伦特原油收涨96美分，或1.2%，报每桶81.24美元，美国西德克萨斯中质原油期货收涨65美分，或0.8%，报每桶79.01美元。</blockquote></p><p> U.S. gold futures settled down 0.5% at $1,861.4.</p><p><blockquote>美国黄金期货收跌0.5%，报1861.4美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/us/global-markets-wrapup-6-graphics-2021-11-18/\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/markets/us/global-markets-wrapup-6-graphics-2021-11-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185082595","content_text":"(Reuters) - The S&P 500 and Nasdaq notched record closing highs on Thursday, boosted by upbeat corporate earnings news from companies including Nvidia, while Turkey's lira weakened further after its central bank cut rates.\nMSCI's gauge of stocks across the globe was flat, and the Dow Jones industrial average ended lower.Nvidia's stock jumped and was among the biggest supports for the S&P 500 and Nasdaq after it beat quarterly estimates and forecast strong fourth-quarter revenue. Macy's(M.N)shares shot up 21.2% after it raised its earnings outlook.\nOn the flip side, Cisco Systems shares fell 5.5%, a day after it forecast current-quarter revenue below expectations due to supply chain shortages and delays. It was the latest in a growing list of U.S. companies citing supply chain problems.\nInvestors have been concerned over further increases in price pressures. Retail giant Target warned of higher costs earlier this week.\nNew York Federal Reserve Bank President John Williams said Thursday that inflation is becoming more broad-based and that expectations for future price increases are rising.\nThe Dow Jones Industrial Average(.DJI) fell 60.1 points, or 0.17%, to 35,870.95, the S&P 500(.SPX)gained 15.87 points, or 0.34%, to 4,704.54 and the Nasdaq Composite(.IXIC) added 72.14 points, or 0.45%, to 15,993.71.\nThe pan-European STOXX 600 index(.STOXX)lost 0.46% and MSCI's gauge of stocks across the globe(.MIWD00000PUS)gained 0.03%.\nTurkey's lira shed another 2.83% after its central bank cut rates by 100 basis points to 15%, even in the face of inflation near 20%, sending the Turkish currency hurtling southward.\n\"The lira remains a punching bag, and further weakness has no end in sight,\" said Edward Moya, senior market analyst at Oanda.\nThe lira has lost around 11.5% of its value this month amid President Tayyip Erdogan's renewed criticism of interest rates and calls for stimulus despite the risks. It was last at 10.909, having earlier hit a record low of 11.30 per dollar.\nThe dollar edged back from a 16-month high as traders weighed whether the U.S. currency's recent surge had gone too far.\nThe dollar index , which measures the currency against a basket of six rivals, was last down 0.3%.\nIn the U.S. Treasury market, yields fell after the relative success of a 20-year bond auction on Wednesday reduced fears about further rapid yield increases.\nBenchmark 10-year notes were last at 1.587%. They have jumped from a low of 1.415% last week and are holding below five-month highs of 1.705% reached on Oct. 21.\nOil prices rose slightly after dropping to six-week lows.\nBrent crude settled up 96 cents, or 1.2%, at $81.24 a barrel, while U.S. West Texas Intermediate crude futures closed 65 cents, or 0.8%, higher at $79.01.\nU.S. gold futures settled down 0.5% at $1,861.4.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871454945,"gmtCreate":1637108208363,"gmtModify":1637108208678,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/871454945","repostId":"2184884068","repostType":4,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866039921,"gmtCreate":1632710202563,"gmtModify":1632798384632,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/866039921","repostId":"2170488786","repostType":4,"repost":{"id":"2170488786","kind":"news","pubTimestamp":1632685409,"share":"https://www.laohu8.com/m/news/2170488786?lang=zh_CN&edition=full","pubTime":"2021-09-27 03:43","market":"other","language":"en","title":"Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2170488786","media":"Yahoo Finance","summary":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race t","content":"<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展，因为议员们竞相通过立法，以避免政府在本月底关闭，并就提高...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</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; 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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\">\nDebt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-09-27 03:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展，因为议员们竞相通过立法，以避免政府在本月底关闭，并就提高...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7e749e88d2580d292ffc6ae18d03b65","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170488786","content_text":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the debt ceiling. Elsewhere, economic data on consumer confidence is also due for release.\nThe Senate is expected to vote Monday on a procedural motion over the legislation passed by the House of Representatives last week. That bill included a plan to temporarily fund the government through early December, and came alongside a measure to raise the government debt ceiling through December 2022.\nThe latter point has been an area of contention for Senate Republicans, who are only narrowly outnumbered by Democratic lawmakers in both chambers and who have threatened to block the bill in its current form.\nSenate Republicans including Minority Leader Mitch McConnell have suggested that Democratic lawmakers should use the budget reconciliation process to raise the debt ceiling without Republican support. McConnell has, however, supported a short-term government funding bill that excludes a debt ceiling suspension.\n\"If they [the Democrats] want to tax, borrow and spend historic sums of money without our input, they’ll have to raise the debt limit without our help. This is the reality,” McConnell said on the Senate floor last week.\nDemocratic lawmakers, for their part, have called for the move to raise the debt limit be bipartisan to prevent the government from defaulting on its obligations. The Treasury Department has warned that the U.S. could default on its debts as soon as October in absence of congressional action.\n\"The U.S. has always paid its bills on time, but the overwhelming consensus among economists and Treasury officials of both parties is that failing to raise the debt limit would produce widespread economic catastrophe,\" Treasury Secretary Janet Yellen wrote in an op-ed in the Wall Street Journal last week.\nFederal Reserve Chair Jerome Powell also warned of the consequences of a failure to raise the debt ceiling during his post-FOMC meeting press conference last week.\n\"It's just very important that the debt ceiling be raised in a timely fashion so that the United States can pay its bills when and as they come due. That's a critically important thing,\" he said. \"The failure to do that is something that could result in severe reactions, severe damage to the economy and to the financial markets ... no one should assume that the Fed or anyone else can protect the markets or the economy in the event of a failure.\"\nA dead Elm tree is removed on the West Front of the Capitol in Washington, Friday, Sept. 10, 2021. (AP Photo/J. Scott Applewhite)ASSOCIATED PRESS\nAmid the standoff, the Office of Management and Budget began warning federal agencies last week to prepare for a potential government shutdown. The reminder served as a standard warning one week out from Congress's deadline to reach an agreement to at least temporarily continue funding the government.\nThough leaders of both political parties have agreed that a continuing resolution to avoid the shutdown at the end of the month is needed, the ongoing tension over raising the debt limit has served as a potential roadblock in this effort.\n\"We still expect Congress to avert a partial government shutdown at the start of October. Republicans won’t vote for the current continuing resolution being touted by the Democratic leadership, which also includes a new debt ceiling suspension,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note Friday. \"But we expect a Plan B to emerge next week with the latter stripped out, which Republicans will support.\"\n\"The bigger issue is that there doesn’t appear to be an easy path to raising the debt ceiling by mid-October, which is when estimates suggest the Treasury’s will exhaust the 'extraordinary measures it is currently using to keep the lights on,\" he added.\nInvestors have also grown jittery as the debates wore on, with stocks posting their worst day since May last week amid a confluence of concerns that also included debt concerns with China Evergrande.\nMany strategists, however, have suggested market participants need not be overly concerned about the impacts of a potential government shutdown.\n\"Historically, we've seen that government shutdowns tend to be short-lived,\" Jordan Jackson, JPMorgan Asset Management global market strategist, told Yahoo Finance Live on Friday. \"We also know that for those non-essential federal employees, they do get furlough pay as well.\"\n\"If it lasts more than 30 days, it's certainly going to have a bigger impact on the economy. But generally speaking, these shutdowns tend to be short-lived and markets — while they may correct in the short-term — they do sort of continue to grind higher,\" he added. \"I think it's certainly a risk in terms of a short-term mini correction there. But again, with all the liquidity out there, I think any sort of blip in the markets will be short-lived.\"\nHistorical equity performance during and immediately following a government shutdown has also tended to point to a muted market impact.\n\"In the 14 government shutdowns since 1980, the S&P 500 generated median returns of -0.1% on the dates of budget authority expiration, 0.1% during the shutdown periods, and 0.3% on the dates of resolution,\" David Kostin, Goldman Sachs chief equity strategist, wrote in a note published on Sept. 21.\n\"One notable exception was the most recent federal shutdown in December 2018, when the S&P 500 fell 2% on the spending authority expiration date,\" he added. \"However, this decline was likely driven primarily by investor concerns about Fed tightening.\"\nKostin also noted that the typical government shutdown since 1980 has only lasted three days before ultimately being resolved. More recent shutdowns have lasted several times longer, however, with the duration of the four most recent federal shutdowns averaging 18 days, Kostin said.\nConsumer confidence\nOn the economic data front, one of the most closely watched new pieces of data will be on consumer confidence.\nThe Conference Board is set to release its September consumer confidence index Tuesday morning. Economists expect the index to tick up only slightly compared to August, with consumers' views on the coronavirus and rising prices stabilizing near the lowest level since February.\nSpecifically, consensus economists are looking for the index to rise to 115.0 in September after dropping to 113.8 in August. During the last monthly report, consumers' assessments of current business and labor market conditions both eased, and expectations for the next six months out also deteriorated.\n\"Consumer confidence fell to a six-month low in August, due to concerns around the Delta variant and inflation,\" wrote Bank of America economist Michelle Meyer in a note on Friday. \"We think these concerns largely remained in September.\"\nAt the time, Lynn Franco, senior director of economic indicators at the Conference Board, said it was still \"too soon to conclude\" whether decline in consumer confidence would \"result in consumers significantly curtailing their spending in the months ahead.\"\nThe latest spending data has also been equivocal. The Commerce Department's latest report showed retail sales rose 0.7% in August after declining in July. However, the categories posting the biggest declines were areas like e-commerce shops and grocery stores, suggesting consumer behavior was shifting back toward stay-in-place trends and away from in-person events like restaurant dining amid the latest wave of the coronavirus.\nEconomic calendar\n\nMonday: Durable goods orders, August preliminary (0.6% expected, -0.1% in July); Durable goods excluding transportation, August preliminary (0.5% expected, 0.8% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.3% expected, 0.1% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.9% in July); Dallas Fed Manufacturing Activity Index, September (11.0 expected, 9.0 in July)\nTuesday: Advance goods trade balance, August (-$87.0 billion expected, -$86.4 billion in July); Wholesale inventories, month-over-month, August preliminary (0.6% in July); Retail inventories, month-over-month, August (0.4% in July); FHFA House Price Index, month-over-month, July (1.5% expected, 1.6% in July); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (1.62% expected, 1.77% in June); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (20.1% expected, 19.08% in June); Conference Board Consumer Confidence Index, September (114.2 expected, 113.8 in August); Richmond Fed Manufacturing Index, September (9 in August)\nWednesday: MBA Mortgage Applications, week ended September 24 (4.9% during prior month); Pending home sales, month-over-month, August (1.0% expected, -1.8% in July)\nThursday: Initial jobless claims, week ended September 25 (320,000 expected, 351,000 during prior week); Continuing claims, week ended September 18 (2.845 million during prior week); GDP annualized, quarter-over-quarter, second-quarter third estimate (6.7% expected, 6.6% in prior estimate); Personal consumption, second-quarter third estimate (11.9% in prior estimate); Core personal consumption expenditures, second quarter third estimate (6.1% in prior estimate); MNI Chicago PMI, September (65.0 expected, 66.8 in August)\nFriday: Personal income, August (0.2% expected, 1.1% in July); Personal spending, August (0.7% expected, 0.3% in July); Personal consumption expenditures core deflator, month-over-over, August (0.2% expected, 0.3% in July); Personal consumption expenditures core deflator, year-over-year, August (3.6% expected, 3.6% in July); Markit manufacturing PMI, September final (60.5 in prior estimate); Construction spending, month-over-month, August (0.3% expected, 0.3% in July); University of Michigan sentiment, September final (71.0 expected, 71.0 in prior print); ISM Manufacturing, September (59.5 expected, 59.9 in August)\n\nEarnings calendar\n\nMonday: Aurora Cannabis (ACB) after market close\nTuesday: Micron Technology (MU) after market close.\nWednesday: No notable reports scheduled for release\nThursday: CarMax (KMX), Bed Bath & Beyond (BBBY) before market open; Jefferies (JEF) after market close\nFriday: No notable reports scheduled for releas","news_type":1,"symbols_score_info":{"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880252845,"gmtCreate":1631061467087,"gmtModify":1631889294132,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/A78.SI\">$SHEN YAO HOLDINGS LIMITED(A78.SI)$</a>Up up up","listText":"<a href=\"https://laohu8.com/S/A78.SI\">$SHEN YAO HOLDINGS LIMITED(A78.SI)$</a>Up up up","text":"$SHEN YAO HOLDINGS LIMITED(A78.SI)$Up up up","images":[{"img":"https://static.tigerbbs.com/2f1bf495f345604a50999037cefb195e","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/880252845","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830930857,"gmtCreate":1628998581479,"gmtModify":1633688056803,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"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/830930857","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预估为截至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的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预估为截至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的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":{"AMRS":"阿米瑞斯","VAC":"万豪度假环球","SITE":"SiteOne Landscape Supply, Inc.","STAA":"STAAR Surgical Company","UPWK":"Upwork Inc.","SFIX":"Stitch Fix Inc.","AMED":"阿米斯医疗","TREX":"Trex Co Inc","BAH":"博思艾伦咨询公司","JBHT":"JB Hunt运输服务"},"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":{"VAC":0.9,"STAA":0.9,"UPWK":0.9,"JBHT":0.9,"AMRS":0.9,"TREX":0.9,"AMED":0.9,"SFIX":0.9,"BAH":0.9,"SITE":0.9}},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801613020,"gmtCreate":1627514375360,"gmtModify":1633764345115,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"😃","listText":"😃","text":"😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/801613020","repostId":"1191373397","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872697962,"gmtCreate":1637498709776,"gmtModify":1637498709867,"author":{"id":"4090312551875200","authorId":"4090312551875200","name":"VCVCVC","avatar":"https://static.tigerbbs.com/890ee5d4d58b015bdf45452554e0ec3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090312551875200","authorIdStr":"4090312551875200"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872697962","repostId":"1156888846","repostType":4,"repost":{"id":"1156888846","kind":"news","pubTimestamp":1637465976,"share":"https://www.laohu8.com/m/news/1156888846?lang=zh_CN&edition=full","pubTime":"2021-11-21 11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司正在完全搁置与后者开发电动汽车的计划。发生了什么：当福特踩下油门时...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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 Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</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 Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-21 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司正在完全搁置与后者开发电动汽车的计划。发生了什么：当福特踩下油门时...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">Benzinga</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":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.","news_type":1,"symbols_score_info":{"RIVN":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}